519 lines
26 KiB
HTML
519 lines
26 KiB
HTML
|
||
<!DOCTYPE html>
|
||
<html lang="zh-CN">
|
||
<head>
|
||
<meta charset="utf-8" />
|
||
<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
|
||
<title>城市旧改概念洞察报告</title>
|
||
<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
|
||
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@5/themes.css" rel="stylesheet" type="text/css" />
|
||
<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
|
||
<style>
|
||
body {
|
||
font-family: 'Inter', sans-serif;
|
||
background: linear-gradient(135deg, #f5f7fa 0%, #c3cfe2 100%);
|
||
min-height: 100vh;
|
||
}
|
||
.card {
|
||
backdrop-filter: blur(10px);
|
||
background-color: rgba(255, 255, 255, 0.85);
|
||
box-shadow: 0 8px 32px 0 rgba(31, 38, 135, 0.15);
|
||
border: 1px solid rgba(255, 255, 255, 0.18);
|
||
}
|
||
.timeline-dot {
|
||
position: relative;
|
||
}
|
||
.timeline-dot::before {
|
||
content: '';
|
||
position: absolute;
|
||
width: 12px;
|
||
height: 12px;
|
||
border-radius: 50%;
|
||
background-color: #3b82f6;
|
||
top: 6px;
|
||
left: -20px;
|
||
}
|
||
.risk-badge {
|
||
display: inline-block;
|
||
padding: 0.25rem 0.75rem;
|
||
border-radius: 9999px;
|
||
font-size: 0.75rem;
|
||
font-weight: 600;
|
||
}
|
||
.risk-high {
|
||
background-color: #fee2e2;
|
||
color: #b91c1c;
|
||
}
|
||
.risk-medium {
|
||
background-color: #fef3c7;
|
||
color: #b45309;
|
||
}
|
||
.risk-low {
|
||
background-color: #dbeafe;
|
||
color: #1d4ed8;
|
||
}
|
||
.gradient-text {
|
||
background: linear-gradient(90deg, #3b82f6, #8b5cf6);
|
||
-webkit-background-clip: text;
|
||
-webkit-text-fill-color: transparent;
|
||
background-clip: text;
|
||
}
|
||
table {
|
||
border-collapse: separate;
|
||
border-spacing: 0;
|
||
}
|
||
th, td {
|
||
padding: 0.75rem;
|
||
text-align: left;
|
||
}
|
||
th {
|
||
background-color: #f8fafc;
|
||
font-weight: 600;
|
||
color: #334155;
|
||
}
|
||
tr:nth-child(even) {
|
||
background-color: #f1f5f9;
|
||
}
|
||
tr:hover {
|
||
background-color: #e2e8f0;
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="p-4 md:p-8">
|
||
<div class="max-w-6xl mx-auto">
|
||
<!-- 标题部分 -->
|
||
<div class="text-center mb-8">
|
||
<h1 class="text-3xl md:text-4xl font-bold gradient-text mb-2">城市旧改概念洞察报告</h1>
|
||
<p class="text-gray-600">政策红利兑现期的投资机遇与挑战</p>
|
||
</div>
|
||
|
||
<!-- 概念事件 -->
|
||
<div class="card rounded-xl p-6 mb-6">
|
||
<h2 class="text-xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-calendar-alt text-blue-500 mr-2"></i>概念事件
|
||
</h2>
|
||
<div class="space-y-4">
|
||
<div class="bg-blue-50 p-4 rounded-lg">
|
||
<h3 class="font-semibold text-gray-800 mb-2">背景</h3>
|
||
<p class="text-gray-700">城市旧改（含老旧小区改造、城中村改造、危旧房改造等）是"十四五"期间国家战略级民生工程，旨在通过存量资产盘活解决住房安全、基础设施老化、城市功能衰退等问题。</p>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-semibold text-gray-800 mb-3">催化事件</h3>
|
||
<div class="space-y-3 pl-4">
|
||
<div class="timeline-dot">
|
||
<p class="text-gray-700"><span class="font-semibold">2023年7月</span>：国务院发布《关于在超大特大城市积极稳步推进城中村改造的指导意见》，首次将政策支持范围从35城扩至近300个地级及以上城市。</p>
|
||
</div>
|
||
<div class="timeline-dot">
|
||
<p class="text-gray-700"><span class="font-semibold">2024年12月</span>：中央经济工作会议提出"加力实施城市更新行动"，明确2025-2030年为政策密集落地期。</p>
|
||
</div>
|
||
<div class="timeline-dot">
|
||
<p class="text-gray-700"><span class="font-semibold">2025年5月</span>：住建部发布《关于持续推进城市更新行动的意见》，提出"四好建设"（好房子、好小区、好社区、好城区），旧改从"保基本"升级为"提品质"。</p>
|
||
</div>
|
||
<div class="timeline-dot">
|
||
<p class="text-gray-700"><span class="font-semibold">地方加速</span>：广州2025年4月实现全国首宗旧改项目"八证联发"（南村里仁洞项目），深圳、上海等地跟进房票安置试点。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心观点摘要 -->
|
||
<div class="card rounded-xl p-6 mb-6">
|
||
<h2 class="text-xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-lightbulb text-yellow-500 mr-2"></i>核心观点摘要
|
||
</h2>
|
||
<div class="bg-gradient-to-r from-blue-50 to-indigo-50 p-5 rounded-lg border-l-4 border-blue-500">
|
||
<p class="text-gray-800 text-lg">城市旧改已从"政策驱动"进入"资金-项目"双轮驱动阶段，<span class="font-bold text-blue-700">2025-2027年为投资高峰窗口期</span>。核心逻辑是<span class="font-semibold">财政工具（PSL/专项债）+市场化资金（REITs/城市更新基金）</span>撬动年均<span class="font-bold text-green-600">9000亿元</span>投资，直接拉动建材、电梯、物业等产业链，但需警惕<span class="font-semibold text-red-600">地方财政分化</span>导致的区域执行差异。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 概念的核心逻辑与市场认知分析 -->
|
||
<div class="card rounded-xl p-6 mb-6">
|
||
<h2 class="text-xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-chart-line text-green-500 mr-2"></i>概念的核心逻辑与市场认知分析
|
||
</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-6">
|
||
<div>
|
||
<h3 class="font-semibold text-gray-800 mb-3 text-lg">核心驱动力</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-white p-4 rounded-lg shadow-sm">
|
||
<h4 class="font-medium text-gray-800 mb-1">政策刚性</h4>
|
||
<p class="text-gray-700 text-sm">2025年国务院明确"到2030年城市更新行动取得重要进展"，老旧小区改造需完成<span class="font-semibold">2000年底前建成小区全覆盖</span>（当前已改造28万个，剩余约22万个）。</p>
|
||
</div>
|
||
<div class="bg-white p-4 rounded-lg shadow-sm">
|
||
<h4 class="font-medium text-gray-800 mb-1">资金突破</h4>
|
||
<p class="text-gray-700 text-sm">2024年国开行/农发行已发放城中村改造专项借款<span class="font-semibold">1180亿元</span>，2025年PSL重启（12月净增3500亿元）将直接输血。</p>
|
||
</div>
|
||
<div class="bg-white p-4 rounded-lg shadow-sm">
|
||
<h4 class="font-medium text-gray-800 mb-1">需求升级</h4>
|
||
<p class="text-gray-700 text-sm">从"刷墙补路"转向"加装电梯+智慧社区+适老化"，单项目投资额从<span class="font-semibold">250元/㎡</span>提升至<span class="font-semibold">400元/㎡</span>（东财建筑建材路演数据）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="font-semibold text-gray-800 mb-3 text-lg">市场热度与情绪</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-white p-4 rounded-lg shadow-sm">
|
||
<h4 class="font-medium text-gray-800 mb-1">研报密集度</h4>
|
||
<p class="text-gray-700 text-sm">2024Q4以来，申万、西部、中信证券等发布<span class="font-semibold">15篇</span>深度报告，主题词从"棚改"转向"城市更新"。</p>
|
||
</div>
|
||
<div class="bg-white p-4 rounded-lg shadow-sm">
|
||
<h4 class="font-medium text-gray-800 mb-1">情绪分歧</h4>
|
||
<p class="text-gray-700 text-sm">乐观派（如申万宏源）认为2025年旧改投资将占地产投资的<span class="font-semibold text-green-600">8-10%</span>；谨慎派（如中信证券）指出收储规模仅为棚改的<span class="font-semibold text-red-600">1/3</span>，效果弱于2015年周期。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<h3 class="font-semibold text-gray-800 mb-3 mt-5 text-lg">预期差</h3>
|
||
<div class="bg-yellow-50 p-4 rounded-lg border-l-4 border-yellow-500">
|
||
<h4 class="font-medium text-gray-800 mb-2">被忽略的关键点</h4>
|
||
<ul class="text-gray-700 text-sm space-y-1 list-disc pl-5">
|
||
<li><span class="font-semibold">房票安置</span>（广州已落地）可能替代货币化安置，减少资金外流但限制需求弹性；</li>
|
||
<li><span class="font-semibold">电梯更新周期</span>（20年寿命）叠加旧改，2025-2027年年均需求或达<span class="font-semibold">50万台</span>（存量1000万台，申万路演测算）。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关键催化剂与未来发展路径 -->
|
||
<div class="card rounded-xl p-6 mb-6">
|
||
<h2 class="text-xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-rocket text-purple-500 mr-2"></i>关键催化剂与未来发展路径
|
||
</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div>
|
||
<h3 class="font-semibold text-gray-800 mb-3 text-lg">近期催化剂（3-6个月）</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 h-6 w-6 rounded-full bg-purple-100 flex items-center justify-center mt-0.5">
|
||
<i class="fas fa-coins text-purple-600 text-xs"></i>
|
||
</div>
|
||
<div class="ml-3">
|
||
<h4 class="font-medium text-gray-800">资金落地</h4>
|
||
<p class="text-gray-700 text-sm">2025年Q2-Q3 PSL连续投放（预计月均500-800亿元），验证政策持续性。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 h-6 w-6 rounded-full bg-purple-100 flex items-center justify-center mt-0.5">
|
||
<i class="fas fa-file-alt text-purple-600 text-xs"></i>
|
||
</div>
|
||
<div class="ml-3">
|
||
<h4 class="font-medium text-gray-800">地方细则</h4>
|
||
<p class="text-gray-700 text-sm">北京、上海等核心城市将出台城中村改造实施细则（深圳已发布征求意见稿）。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 h-6 w-6 rounded-full bg-purple-100 flex items-center justify-center mt-0.5">
|
||
<i class="fas fa-ticket-alt text-purple-600 text-xs"></i>
|
||
</div>
|
||
<div class="ml-3">
|
||
<h4 class="font-medium text-gray-800">房票推广</h4>
|
||
<p class="text-gray-700 text-sm">郑州、南京等试点城市房票使用率数据（当前广州首批房票已发放，需跟踪去化效果）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="font-semibold text-gray-800 mb-3 text-lg">长期路径（2025-2030）</h3>
|
||
<div class="space-y-4">
|
||
<div class="relative pl-8 pb-4 border-l-2 border-gray-200">
|
||
<div class="absolute -left-2 top-0 h-4 w-4 rounded-full bg-blue-500"></div>
|
||
<div class="bg-blue-50 p-3 rounded-lg">
|
||
<h4 class="font-medium text-gray-800">2025-2026年</h4>
|
||
<p class="text-gray-700 text-sm">投资高峰（年均9000亿元），建材/电梯订单爆发</p>
|
||
</div>
|
||
</div>
|
||
<div class="relative pl-8 pb-4 border-l-2 border-gray-200">
|
||
<div class="absolute -left-2 top-0 h-4 w-4 rounded-full bg-green-500"></div>
|
||
<div class="bg-green-50 p-3 rounded-lg">
|
||
<h4 class="font-medium text-gray-800">2027-2028年</h4>
|
||
<p class="text-gray-700 text-sm">转向运营阶段，物业/社区服务需求释放</p>
|
||
</div>
|
||
</div>
|
||
<div class="relative pl-8">
|
||
<div class="absolute -left-2 top-0 h-4 w-4 rounded-full bg-purple-500"></div>
|
||
<div class="bg-purple-50 p-3 rounded-lg">
|
||
<h4 class="font-medium text-gray-800">2029-2030年</h4>
|
||
<p class="text-gray-700 text-sm">REITs退出窗口期，关注运营现金流稳定的项目（如华润置地万象系商业配套）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司深度剖析 -->
|
||
<div class="card rounded-xl p-6 mb-6">
|
||
<h2 class="text-xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-sitemap text-indigo-500 mr-2"></i>产业链与核心公司深度剖析
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="font-semibold text-gray-800 mb-3">产业链图谱</h3>
|
||
<div class="flex flex-wrap gap-2">
|
||
<span class="bg-blue-100 text-blue-800 px-3 py-1 rounded-full text-sm font-medium">上游：建材（东方雨虹防水、北新建材保温）</span>
|
||
<span class="bg-blue-100 text-blue-800 px-3 py-1 rounded-full text-sm font-medium">上游：电梯（康力电梯、快意电梯）</span>
|
||
<span class="bg-green-100 text-green-800 px-3 py-1 rounded-full text-sm font-medium">中游：施工（重庆建工、安徽建工）</span>
|
||
<span class="bg-green-100 text-green-800 px-3 py-1 rounded-full text-sm font-medium">中游：设计（德才股份）</span>
|
||
<span class="bg-purple-100 text-purple-800 px-3 py-1 rounded-full text-sm font-medium">下游：物业运营（华润万象生活、保利物业）</span>
|
||
<span class="bg-purple-100 text-purple-800 px-3 py-1 rounded-full text-sm font-medium">下游：房票购房（越秀地产、天健集团）</span>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="font-semibold text-gray-800 mb-3">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr>
|
||
<th class="text-left">公司</th>
|
||
<th class="text-left">竞争优势</th>
|
||
<th class="text-left">风险点</th>
|
||
<th class="text-left">验证数据</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-medium">华润置地</td>
|
||
<td>央企低成本资金+商业运营能力</td>
|
||
<td>郊区项目去化慢</td>
|
||
<td>2024H1大湾区旧改土储占比<span class="font-semibold">65%</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">越秀地产</td>
|
||
<td>广州国企，房票安置首批试点</td>
|
||
<td>区域集中度风险</td>
|
||
<td>2024年广州房票已落地<span class="font-semibold">1万套</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">康力电梯</td>
|
||
<td>旧改加装电梯市占率<span class="font-semibold">15%</span>（国产第一）</td>
|
||
<td>价格战压缩利润</td>
|
||
<td>2024Q1订单同比+<span class="font-semibold">40%</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">东方雨虹</td>
|
||
<td>防水材料龙头，旧改需求占比<span class="font-semibold">20%</span></td>
|
||
<td>应收账款高企（<span class="font-semibold">80亿元</span>）</td>
|
||
<td>2024年老旧小区改造拉动收入<span class="font-semibold">30亿元</span></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-red-50 p-4 rounded-lg border-l-4 border-red-500">
|
||
<h4 class="font-medium text-gray-800 mb-2">证伪点</h4>
|
||
<p class="text-gray-700 text-sm">研报称"2025年旧改投资将达2.9万亿"，但中信证券指出<span class="font-semibold">实际落地可能仅为1.5万亿</span>（因地方财政约束）。</p>
|
||
</div>
|
||
<div class="bg-green-50 p-4 rounded-lg border-l-4 border-green-500">
|
||
<h4 class="font-medium text-gray-800 mb-2">验证点</h4>
|
||
<p class="text-gray-700 text-sm">广州南村里仁洞项目"八证联发"仅用2天，证明<span class="font-semibold">审批效率提升</span>可缩短项目周期（原需3-6个月）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card rounded-xl p-6 mb-6">
|
||
<h2 class="text-xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-red-500 mr-2"></i>潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr>
|
||
<th class="text-left">风险类型</th>
|
||
<th class="text-left">具体表现</th>
|
||
<th class="text-left">数据支撑</th>
|
||
<th class="text-left">风险等级</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-medium">政策执行分化</td>
|
||
<td>贵州2025年改造3万户 vs 上海25个项目</td>
|
||
<td>地方财政能力差异显著</td>
|
||
<td><span class="risk-badge risk-high">高</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">商业化瓶颈</td>
|
||
<td>房票安置接受度低（广州首批仅<span class="font-semibold">30%</span>使用）</td>
|
||
<td>居民偏好货币补偿</td>
|
||
<td><span class="risk-badge risk-medium">中</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">技术风险</td>
|
||
<td>老旧小区加装电梯需<span class="font-semibold">100%业主同意</span></td>
|
||
<td>深圳案例显示协调周期超<span class="font-semibold">1年</span></td>
|
||
<td><span class="risk-badge risk-medium">中</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">信息矛盾</td>
|
||
<td>申万预测年均投资<span class="font-semibold">9000亿</span> vs 中信<span class="font-semibold">4500亿</span></td>
|
||
<td>资金测算口径差异（是否含配套基建）</td>
|
||
<td><span class="risk-badge risk-low">低</span></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card rounded-xl p-6 mb-6">
|
||
<h2 class="text-xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-flag-checkered text-teal-500 mr-2"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="bg-gradient-to-r from-teal-50 to-cyan-50 p-5 rounded-lg border-l-4 border-teal-500 mb-6">
|
||
<h3 class="font-semibold text-gray-800 mb-2">阶段判断</h3>
|
||
<p class="text-gray-800">城市旧改处于<span class="font-bold text-teal-700">政策红利兑现期</span>，但区域分化显著，<span class="font-semibold">长三角/珠三角</span>确定性高于中西部。</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="font-semibold text-gray-800 mb-3">投资方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-white p-4 rounded-lg shadow-sm border-t-4 border-blue-500">
|
||
<h4 class="font-medium text-gray-800 mb-2 flex items-center">
|
||
<i class="fas fa-chart-line text-blue-500 mr-2"></i>高弹性
|
||
</h4>
|
||
<p class="text-gray-700 text-sm"><span class="font-semibold">电梯板块</span>（康力电梯、快意电梯）——旧改加装需求+更新周期双击</p>
|
||
</div>
|
||
<div class="bg-white p-4 rounded-lg shadow-sm border-t-4 border-green-500">
|
||
<h4 class="font-medium text-gray-800 mb-2 flex items-center">
|
||
<i class="fas fa-shield-alt text-green-500 mr-2"></i>稳健型
|
||
</h4>
|
||
<p class="text-gray-700 text-sm"><span class="font-semibold">地方国企开发商</span>（越秀地产、天健集团）——房票安置直接受益，土储成本低</p>
|
||
</div>
|
||
<div class="bg-white p-4 rounded-lg shadow-sm border-t-4 border-purple-500">
|
||
<h4 class="font-medium text-gray-800 mb-2 flex items-center">
|
||
<i class="fas fa-infinity text-purple-500 mr-2"></i>长期运营
|
||
</h4>
|
||
<p class="text-gray-700 text-sm"><span class="font-semibold">物业龙头</span>（华润万象生活）——旧改后社区服务需求升级</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="font-semibold text-gray-800 mb-3">跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="flex items-center bg-gray-50 p-3 rounded-lg">
|
||
<div class="flex-shrink-0 h-10 w-10 rounded-full bg-blue-100 flex items-center justify-center">
|
||
<i class="fas fa-money-bill-wave text-blue-600"></i>
|
||
</div>
|
||
<div class="ml-3">
|
||
<h4 class="font-medium text-gray-800">PSL月度投放量</h4>
|
||
<p class="text-gray-600 text-sm">央行官网</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-center bg-gray-50 p-3 rounded-lg">
|
||
<div class="flex-shrink-0 h-10 w-10 rounded-full bg-green-100 flex items-center justify-center">
|
||
<i class="fas fa-ticket-alt text-green-600"></i>
|
||
</div>
|
||
<div class="ml-3">
|
||
<h4 class="font-medium text-gray-800">房票使用率</h4>
|
||
<p class="text-gray-600 text-sm">广州、郑州住建局数据</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-center bg-gray-50 p-3 rounded-lg">
|
||
<div class="flex-shrink-0 h-10 w-10 rounded-full bg-purple-100 flex items-center justify-center">
|
||
<i class="fas fa-chart-bar text-purple-600"></i>
|
||
</div>
|
||
<div class="ml-3">
|
||
<h4 class="font-medium text-gray-800">电梯企业订单增速</h4>
|
||
<p class="text-gray-600 text-sm">康力电梯季度财报</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="card rounded-xl p-6">
|
||
<h2 class="text-xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-table text-indigo-500 mr-2"></i>关联股票数据
|
||
</h2>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr>
|
||
<th class="text-left">股票名称</th>
|
||
<th class="text-left">行业</th>
|
||
<th class="text-left">项目</th>
|
||
<th class="text-left">产业链</th>
|
||
<th class="text-left">投资理由</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-medium">德才股份</td>
|
||
<td>建筑装饰</td>
|
||
<td>城市旧改装修装饰工程</td>
|
||
<td>装修装饰</td>
|
||
<td>从事建筑装饰等业务，积极参与城市旧改中的装修装饰工程</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">特发服务</td>
|
||
<td>物业管理</td>
|
||
<td>城市旧改后期运营维护</td>
|
||
<td>物业服务</td>
|
||
<td>提供物业管理等服务，能为城市旧改项目提供后期运营维护</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">光大嘉宝</td>
|
||
<td>房地产开发</td>
|
||
<td>城市旧改土地开发与房产建设</td>
|
||
<td>房地产开发</td>
|
||
<td>在房地产领域有布局，涉及城市旧改中的土地开发与房产建设</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">维业股份</td>
|
||
<td>建筑装饰</td>
|
||
<td>城市旧改装饰装修</td>
|
||
<td>装修工程</td>
|
||
<td>主要从事建筑装饰工程，在城市旧改装饰装修方面有业务</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">安居宝</td>
|
||
<td>安防服务</td>
|
||
<td>城市旧改社区安防及物业</td>
|
||
<td>智能安防</td>
|
||
<td>通过产品与平台，为城市旧改后的社区提供安防及物业服务</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">重庆建工</td>
|
||
<td>建筑施工</td>
|
||
<td>城市旧改建筑工程</td>
|
||
<td>工程施工</td>
|
||
<td>西部建筑施工龙头，参与城市旧改中的各类建筑工程</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">安徽建工</td>
|
||
<td>基础设施建设</td>
|
||
<td>城市旧改基础设施</td>
|
||
<td>房屋建筑</td>
|
||
<td>在基础设施和房屋建筑领域实力强，积极投身城市旧改项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">万科A</td>
|
||
<td>房地产综合开发</td>
|
||
<td>全国旧城改造</td>
|
||
<td>城市更新</td>
|
||
<td>在全国多地参与旧城改造等项目，有丰富的城市旧改经验</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</body>
|
||
</html>
|
||
``` |