804 lines
41 KiB
HTML
804 lines
41 KiB
HTML
|
||
<!DOCTYPE html>
|
||
<html lang="zh-CN">
|
||
<head>
|
||
<meta charset="UTF-8">
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<title>小红书概念股分析</title>
|
||
<link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/css/bootstrap.min.css" rel="stylesheet">
|
||
<link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/bootstrap-icons@1.10.0/font/bootstrap-icons.css">
|
||
<style>
|
||
:root {
|
||
--primary-color: #FF2442;
|
||
--secondary-color: #FF6B6B;
|
||
--accent-color: #4ECDC4;
|
||
--light-bg: #FFF8F8;
|
||
--dark-text: #333333;
|
||
}
|
||
|
||
body {
|
||
font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', Arial, sans-serif;
|
||
color: var(--dark-text);
|
||
background-color: #f8f9fa;
|
||
}
|
||
|
||
.hero-section {
|
||
background: linear-gradient(135deg, var(--primary-color), var(--secondary-color));
|
||
color: white;
|
||
padding: 3rem 0;
|
||
margin-bottom: 2rem;
|
||
}
|
||
|
||
.card {
|
||
border: none;
|
||
border-radius: 12px;
|
||
box-shadow: 0 4px 12px rgba(0,0,0,0.08);
|
||
margin-bottom: 1.5rem;
|
||
transition: transform 0.3s ease, box-shadow 0.3s ease;
|
||
}
|
||
|
||
.card:hover {
|
||
transform: translateY(-5px);
|
||
box-shadow: 0 8px 24px rgba(0,0,0,0.12);
|
||
}
|
||
|
||
.card-header {
|
||
background-color: var(--light-bg);
|
||
border-bottom: 1px solid #eee;
|
||
font-weight: 600;
|
||
}
|
||
|
||
.timeline {
|
||
position: relative;
|
||
padding-left: 30px;
|
||
}
|
||
|
||
.timeline::before {
|
||
content: '';
|
||
position: absolute;
|
||
left: 0;
|
||
top: 0;
|
||
height: 100%;
|
||
width: 2px;
|
||
background: var(--primary-color);
|
||
}
|
||
|
||
.timeline-item {
|
||
position: relative;
|
||
margin-bottom: 25px;
|
||
}
|
||
|
||
.timeline-item::before {
|
||
content: '';
|
||
position: absolute;
|
||
left: -34px;
|
||
top: 5px;
|
||
width: 12px;
|
||
height: 12px;
|
||
border-radius: 50%;
|
||
background: var(--primary-color);
|
||
border: 2px solid white;
|
||
}
|
||
|
||
.timeline-date {
|
||
font-weight: 600;
|
||
color: var(--primary-color);
|
||
}
|
||
|
||
.table-container {
|
||
overflow-x: auto;
|
||
border-radius: 12px;
|
||
box-shadow: 0 4px 12px rgba(0,0,0,0.08);
|
||
}
|
||
|
||
.table {
|
||
margin-bottom: 0;
|
||
}
|
||
|
||
.table thead th {
|
||
background-color: var(--primary-color);
|
||
color: white;
|
||
border: none;
|
||
font-weight: 600;
|
||
position: sticky;
|
||
top: 0;
|
||
z-index: 10;
|
||
}
|
||
|
||
.table tbody tr:nth-of-type(odd) {
|
||
background-color: rgba(255, 36, 66, 0.05);
|
||
}
|
||
|
||
.table tbody tr:hover {
|
||
background-color: rgba(255, 36, 66, 0.1);
|
||
}
|
||
|
||
.badge-category {
|
||
font-size: 0.75rem;
|
||
padding: 0.35em 0.65em;
|
||
border-radius: 20px;
|
||
}
|
||
|
||
.badge-tech {
|
||
background-color: #6f42c1;
|
||
}
|
||
|
||
.badge-promo {
|
||
background-color: #0d6efd;
|
||
}
|
||
|
||
.badge-data {
|
||
background-color: #198754;
|
||
}
|
||
|
||
.badge-brand {
|
||
background-color: #fd7e14;
|
||
}
|
||
|
||
.industry-chain {
|
||
display: flex;
|
||
flex-wrap: wrap;
|
||
gap: 10px;
|
||
margin-top: 10px;
|
||
}
|
||
|
||
.chain-item {
|
||
background-color: var(--light-bg);
|
||
border-radius: 8px;
|
||
padding: 10px 15px;
|
||
font-size: 0.9rem;
|
||
border-left: 4px solid var(--primary-color);
|
||
}
|
||
|
||
.key-point {
|
||
background-color: var(--light-bg);
|
||
border-left: 4px solid var(--primary-color);
|
||
padding: 15px;
|
||
margin-bottom: 15px;
|
||
border-radius: 0 8px 8px 0;
|
||
}
|
||
|
||
.nav-pills .nav-link.active {
|
||
background-color: var(--primary-color);
|
||
}
|
||
|
||
.nav-pills .nav-link {
|
||
color: var(--primary-color);
|
||
border-radius: 20px;
|
||
margin-right: 5px;
|
||
}
|
||
|
||
.stat-card {
|
||
text-align: center;
|
||
padding: 1.5rem;
|
||
border-radius: 12px;
|
||
background: white;
|
||
box-shadow: 0 4px 12px rgba(0,0,0,0.08);
|
||
margin-bottom: 1rem;
|
||
transition: all 0.3s ease;
|
||
}
|
||
|
||
.stat-card:hover {
|
||
transform: translateY(-5px);
|
||
box-shadow: 0 8px 24px rgba(0,0,0,0.12);
|
||
}
|
||
|
||
.stat-number {
|
||
font-size: 2rem;
|
||
font-weight: 700;
|
||
color: var(--primary-color);
|
||
margin-bottom: 0.5rem;
|
||
}
|
||
|
||
.stat-label {
|
||
font-size: 0.9rem;
|
||
color: #666;
|
||
}
|
||
|
||
@media (max-width: 768px) {
|
||
.hero-section {
|
||
padding: 2rem 0;
|
||
}
|
||
|
||
.table-container {
|
||
font-size: 0.85rem;
|
||
}
|
||
|
||
.stat-number {
|
||
font-size: 1.5rem;
|
||
}
|
||
}
|
||
</style>
|
||
</head>
|
||
<body>
|
||
<!-- Hero Section -->
|
||
<div class="hero-section">
|
||
<div class="container">
|
||
<div class="row align-items-center">
|
||
<div class="col-lg-8">
|
||
<h1 class="display-4 fw-bold mb-3">小红书概念股分析</h1>
|
||
<p class="lead">基于TikTok潜在封禁引发的用户迁移现象，小红书概念股成为市场焦点</p>
|
||
</div>
|
||
<div class="col-lg-4 text-lg-end mt-3 mt-lg-0">
|
||
<div class="d-flex flex-column align-items-lg-end">
|
||
<div class="stat-card bg-white bg-opacity-10 text-white">
|
||
<div class="stat-number">2亿+</div>
|
||
<div class="stat-label">月活用户</div>
|
||
</div>
|
||
<div class="stat-card bg-white bg-opacity-10 text-white mt-2">
|
||
<div class="stat-number">70万+</div>
|
||
<div class="stat-label">1-2天新增用户</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="container mb-5">
|
||
<!-- Executive Summary -->
|
||
<div class="card mb-4">
|
||
<div class="card-header">
|
||
<h2 class="h4 mb-0"><i class="bi bi-lightbulb me-2"></i>核心观点摘要</h2>
|
||
</div>
|
||
<div class="card-body">
|
||
<div class="key-point">
|
||
小红书概念股目前处于主题炒作向基本面驱动过渡的关键阶段，核心驱动力来自于TikTok潜在封禁带来的用户迁移和流量红利，以及小红书自身商业化的持续推进。尽管短期内概念股因TikTok恢复运营而出现回调，但长期来看，小红书在海外市场的拓展、内容生态优势及多元化变现路径仍为相关产业链公司带来结构性增长机会。
|
||
</div>
|
||
<div class="row mt-4">
|
||
<div class="col-md-4">
|
||
<div class="stat-card">
|
||
<div class="stat-number">74分钟</div>
|
||
<div class="stat-label">用户平均使用时长</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4">
|
||
<div class="stat-card">
|
||
<div class="stat-number">66% : 34%</div>
|
||
<div class="stat-label">女性 : 男性用户比例</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4">
|
||
<div class="stat-card">
|
||
<div class="stat-number">90+</div>
|
||
<div class="stat-label">全球排名榜首国家/地区</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Timeline Section -->
|
||
<div class="card mb-4">
|
||
<div class="card-header">
|
||
<h2 class="h4 mb-0"><i class="bi bi-clock-history me-2"></i>小红书概念股事件时间轴</h2>
|
||
</div>
|
||
<div class="card-body">
|
||
<div class="timeline">
|
||
<div class="timeline-item">
|
||
<div class="timeline-date">2025年1月13日</div>
|
||
<div>小红书应用软件的下载量飙升至美国苹果应用商店免费榜首位</div>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<div class="timeline-date">2025年1月14日</div>
|
||
<div>蓝色光标大涨，被称为"最强小红书出海概念股"</div>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<div class="timeline-date">2025年1月15日</div>
|
||
<div>小红书概念股集体大涨，壹网壹创、引力传媒等多只个股开盘即涨停；小红书在全球接近90个国家和地区排名榜首；1-2天内新增用户数达到70万人次</div>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<div class="timeline-date">2025年1月16日</div>
|
||
<div>小红书概念股继续集体大涨；多家路演报告发布，分析小红书概念股投资机会</div>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<div class="timeline-date">2025年1月20日</div>
|
||
<div>特朗普上任后宣布延长TikTok在美国的宽限期；小红书概念股震荡下挫，天下秀跌停</div>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<div class="timeline-date">2025年1月21日</div>
|
||
<div>小红书概念股再度走低，天下秀连续2日跌停</div>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<div class="timeline-date">2025年1月22日</div>
|
||
<div>小红书概念股持续调整，狮头股份连续3日跌停</div>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<div class="timeline-date">2025年2月2日</div>
|
||
<div>截至此日，小红书在美国iPhone应用免费榜总榜排名第179位，排名明显回落</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Core Logic Analysis -->
|
||
<div class="card mb-4">
|
||
<div class="card-header">
|
||
<h2 class="h4 mb-0"><i class="bi bi-diagram-3 me-2"></i>核心逻辑与市场认知分析</h2>
|
||
</div>
|
||
<div class="card-body">
|
||
<ul class="nav nav-pills mb-4" id="logicTab" role="tablist">
|
||
<li class="nav-item" role="presentation">
|
||
<button class="nav-link active" id="drivers-tab" data-bs-toggle="pill" data-bs-target="#drivers" type="button" role="tab" aria-controls="drivers" aria-selected="true">核心驱动力</button>
|
||
</li>
|
||
<li class="nav-item" role="presentation">
|
||
<button class="nav-link" id="market-tab" data-bs-toggle="pill" data-bs-target="#market" type="button" role="tab" aria-controls="market" aria-selected="false">市场热度</button>
|
||
</li>
|
||
<li class="nav-item" role="presentation">
|
||
<button class="nav-link" id="expectation-tab" data-bs-toggle="pill" data-bs-target="#expectation" type="button" role="tab" aria-controls="expectation" aria-selected="false">预期差分析</button>
|
||
</li>
|
||
</ul>
|
||
<div class="tab-content" id="logicTabContent">
|
||
<div class="tab-pane fade show active" id="drivers" role="tabpanel" aria-labelledby="drivers-tab">
|
||
<div class="key-point">
|
||
<h5>用户迁移与流量红利</h5>
|
||
<p>TikTok在美国面临潜在封禁风险，导致大量海外用户迁移至小红书，1-2天内新增用户数达到70万人次，实现爆发式增长。</p>
|
||
</div>
|
||
<div class="key-point">
|
||
<h5>小红书的内容生态优势</h5>
|
||
<p>小红书融合了种草、社区、新闻和搜索四大功能，超过60%的用户进入小红书时会进行搜索，这种高比例的搜索行为催生了搜索广告等变现方式。</p>
|
||
</div>
|
||
<div class="key-point">
|
||
<h5>商业化变现潜力</h5>
|
||
<p>2023年蒲公英商单流水约为97亿，广告收入约为203亿，直播电商收入约为400亿。2024年第一季度，小红书平台的电商销售额超过10亿美元，同比增长67%，净利润达到2亿美元，同比增长超过400%。</p>
|
||
</div>
|
||
<div class="key-point">
|
||
<h5>出海机会</h5>
|
||
<p>小红书在81个国家开始起量，并推出翻译功能等动态，为中国品牌出海提供了新的渠道。</p>
|
||
</div>
|
||
</div>
|
||
<div class="tab-pane fade" id="market" role="tabpanel" aria-labelledby="market-tab">
|
||
<div class="key-point">
|
||
<h5>初期乐观情绪</h5>
|
||
<p>在小红书国际版爆火初期（1月15日前后），市场情绪高涨，相关概念股集体大涨，壹网壹创、引力传媒等多只个股开盘即涨停。</p>
|
||
</div>
|
||
<div class="key-point">
|
||
<h5>中期谨慎态度</h5>
|
||
<p>随着TikTok在美国恢复运营，小红书的下载排名回落，相关概念股也出现了调整。1月20日至22日，小红书概念股持续下挫，天下秀连续2日跌停，狮头股份连续3日跌停。</p>
|
||
</div>
|
||
<div class="key-point">
|
||
<h5>长期理性判断</h5>
|
||
<p>分析师对小红书概念股的长期前景持谨慎乐观态度。他们认为，不论TikTok最后上架还是下架，TikTok此次流量对小红书的帮助都非常大，对小红书的整体未来发展，不论是国内外，都有较大帮助。</p>
|
||
</div>
|
||
</div>
|
||
<div class="tab-pane fade" id="expectation" role="tabpanel" aria-labelledby="expectation-tab">
|
||
<div class="key-point">
|
||
<h5>用户粘性预期差</h5>
|
||
<p>新闻和研报中强调小红书迎来了"泼天流量"，但路演报告指出，新增用户目前处于磨合状态，未来是否符合预期尚不确定，可能导致新用户快速流失。</p>
|
||
</div>
|
||
<div class="key-point">
|
||
<h5>商业化进程预期差</h5>
|
||
<p>新闻和研报中对小红书商业化前景较为乐观，但路演报告显示，小红书的商业化步伐相对克制，以维持社区生态与商业化的微妙平衡。</p>
|
||
</div>
|
||
<div class="key-point">
|
||
<h5>公司业务关联度预期差</h5>
|
||
<p>从关联个股及原因来看，许多公司与小红书的业务关联度并不高，有些只是"少部分品牌在小红书渠道有销售和数字营销投放业务，但业务量占比较小"。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Industry Chain -->
|
||
<div class="card mb-4">
|
||
<div class="card-header">
|
||
<h2 class="h4 mb-0"><i class="bi bi-link-45deg me-2"></i>产业链图谱</h2>
|
||
</div>
|
||
<div class="card-body">
|
||
<div class="mb-4">
|
||
<h5>上游：技术支持与内容审核</h5>
|
||
<div class="industry-chain">
|
||
<div class="chain-item">技术支持类公司：为小红书提供IT技术支持、算力支持、SDK登录服务等</div>
|
||
<div class="chain-item">内容审核服务提供商：为小红书提供内容审核及数据标注服务</div>
|
||
</div>
|
||
</div>
|
||
<div class="mb-4">
|
||
<h5>中游：推广运营与数据服务</h5>
|
||
<div class="industry-chain">
|
||
<div class="chain-item">广告代理公司：为品牌在小红书平台提供广告投放和策划服务</div>
|
||
<div class="chain-item">MCN机构：培养和管理KOL，为小红书提供内容创作者</div>
|
||
<div class="chain-item">电商代运营公司：为品牌在小红书平台提供店铺运营服务</div>
|
||
<div class="chain-item">数据服务公司：为小红书提供用户运营、用户增长、流量商业化变现等服务</div>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h5>下游：品牌入驻与销售</h5>
|
||
<div class="industry-chain">
|
||
<div class="chain-item">品牌入驻类公司：在小红书平台开设官方账号或店铺，直接面向消费者销售产品</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Stock Data Table -->
|
||
<div class="card mb-4">
|
||
<div class="card-header">
|
||
<h2 class="h4 mb-0"><i class="bi bi-table me-2"></i>小红书概念股股票数据</h2>
|
||
</div>
|
||
<div class="card-body p-0">
|
||
<div class="table-container">
|
||
<table class="table table-hover">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>分类</th>
|
||
<th>项目</th>
|
||
<th>产业链</th>
|
||
<th>消息来源</th>
|
||
<th>关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>汇洲智能</td>
|
||
<td><span class="badge badge-category badge-tech">内容审核</span></td>
|
||
<td>互联网内容审核及数据标注服务</td>
|
||
<td>内容审核服务提供商</td>
|
||
<td>公告</td>
|
||
<td>子公司热热文化提供互联网内容审核及数据标注服务，2024年上半年来自小红书的收入增长明显</td>
|
||
</tr>
|
||
<tr>
|
||
<td>光云科技</td>
|
||
<td><span class="badge badge-category badge-tech">技术支持</span></td>
|
||
<td>快递助手、快麦ERP等SaaS产品</td>
|
||
<td>电商SaaS服务</td>
|
||
<td>互动</td>
|
||
<td>为中小商家和大商家提供快递助手、快麦ERP等SaaS产品，均为小红书平台的商家提供服务</td>
|
||
</tr>
|
||
<tr>
|
||
<td>博彦科技</td>
|
||
<td><span class="badge badge-category badge-tech">技术支持</span></td>
|
||
<td>IT技术支持服务</td>
|
||
<td>技术服务提供商</td>
|
||
<td>互动</td>
|
||
<td>提供IT技术支持服务，其他维度的生态合作尚未展开</td>
|
||
</tr>
|
||
<tr>
|
||
<td>首都在线</td>
|
||
<td><span class="badge badge-category badge-tech">技术支持</span></td>
|
||
<td>算力支持</td>
|
||
<td>云计算服务</td>
|
||
<td>互动</td>
|
||
<td>为小红书提供算力支持</td>
|
||
</tr>
|
||
<tr>
|
||
<td>游族网络</td>
|
||
<td><span class="badge badge-category badge-tech">技术支持</span></td>
|
||
<td>SDK登陆服务</td>
|
||
<td>游戏技术服务</td>
|
||
<td>上海证监局官网（公司备案信息）</td>
|
||
<td>子公司为小红书提供SDK登陆服务</td>
|
||
</tr>
|
||
<tr>
|
||
<td>纵横通信</td>
|
||
<td><span class="badge badge-category badge-promo">推广运营</span></td>
|
||
<td>全域数字营销</td>
|
||
<td>数字营销服务</td>
|
||
<td>互动</td>
|
||
<td>小红书是公司全域数字营销业务的运营推广平台之一</td>
|
||
</tr>
|
||
<tr>
|
||
<td>青木科技</td>
|
||
<td><span class="badge badge-category badge-promo">推广运营</span></td>
|
||
<td>品牌数字营销</td>
|
||
<td>电商代运营</td>
|
||
<td>互动</td>
|
||
<td>品牌数字营销业务中少部分品牌在小红书渠道有销售和数字营销投放业务，但业务量占比较小</td>
|
||
</tr>
|
||
<tr>
|
||
<td>壹网壹创</td>
|
||
<td><span class="badge badge-category badge-promo">推广运营</span></td>
|
||
<td>品牌推广、运营服务</td>
|
||
<td>品牌代运营</td>
|
||
<td>互动</td>
|
||
<td>合作品牌在小红书等平台提供推广、运营等服务</td>
|
||
</tr>
|
||
<tr>
|
||
<td>遥望科技</td>
|
||
<td><span class="badge badge-category badge-promo">推广运营</span></td>
|
||
<td>合作平台</td>
|
||
<td>直播电商服务</td>
|
||
<td>互动</td>
|
||
<td>公司的合作平台包括抖音、快手、B站、小红书、西瓜视频等</td>
|
||
</tr>
|
||
<tr>
|
||
<td>宣亚国际</td>
|
||
<td><span class="badge badge-category badge-promo">推广运营</span></td>
|
||
<td>商业化汽车代理</td>
|
||
<td>广告代理</td>
|
||
<td>互动</td>
|
||
<td>2024年获得"小红书2024年度商业化汽车行业代理商"授权，已为部分车企客户提供小红书平台广告投放及运营服务</td>
|
||
</tr>
|
||
<tr>
|
||
<td>引力传媒</td>
|
||
<td><span class="badge badge-category badge-promo">推广运营</span></td>
|
||
<td>品牌营销、社交营销</td>
|
||
<td>营销服务</td>
|
||
<td>公告</td>
|
||
<td>品牌营销、社交营销、电商营销与运营服务主要依托字节跳动、阿里巴巴、小红书等</td>
|
||
</tr>
|
||
<tr>
|
||
<td>元隆雅图</td>
|
||
<td><span class="badge badge-category badge-promo">推广运营</span></td>
|
||
<td>整合营销代理商</td>
|
||
<td>营销服务</td>
|
||
<td>互动</td>
|
||
<td>子公司谦玛网络拥有小红书平台整合营销代理商和蒲公英代理商双资质</td>
|
||
</tr>
|
||
<tr>
|
||
<td>果麦文化</td>
|
||
<td><span class="badge badge-category badge-promo">推广运营</span></td>
|
||
<td>MCN合作</td>
|
||
<td>内容创作</td>
|
||
<td>互动</td>
|
||
<td>身为小红书MCN头部机构，与小红书在多个领域展开多元且深入的合作</td>
|
||
</tr>
|
||
<tr>
|
||
<td>天下秀</td>
|
||
<td><span class="badge badge-category badge-promo">推广运营</span></td>
|
||
<td>新媒体营销</td>
|
||
<td>红人营销</td>
|
||
<td>互动</td>
|
||
<td>公司新媒体营销业务合作的KOL主要投放在抖音、微博、小红书等多个平台</td>
|
||
</tr>
|
||
<tr>
|
||
<td>因赛集团</td>
|
||
<td><span class="badge badge-category badge-promo">推广运营</span></td>
|
||
<td>咨询服务</td>
|
||
<td>营销咨询</td>
|
||
<td>互动</td>
|
||
<td>控股子公司睿丛咨询发布小红书《家生活场景需求洞察白皮书》《中国婴幼儿肌肤特护指南》等报告</td>
|
||
</tr>
|
||
<tr>
|
||
<td>凯淳股份</td>
|
||
<td><span class="badge badge-category badge-promo">推广运营</span></td>
|
||
<td>品牌运营服务</td>
|
||
<td>电商代运营</td>
|
||
<td>互动</td>
|
||
<td>为品牌方在天猫、淘宝、小红书等线上主流渠道店铺销售提供各类运营服务</td>
|
||
</tr>
|
||
<tr>
|
||
<td>南极电商</td>
|
||
<td><span class="badge badge-category badge-promo">推广运营</span></td>
|
||
<td>媒体广告投放</td>
|
||
<td>广告投放服务</td>
|
||
<td>互动</td>
|
||
<td>旗下子公司时间互联在小红书渠道进行媒体广告投放业务的开展</td>
|
||
</tr>
|
||
<tr>
|
||
<td>每日互动</td>
|
||
<td><span class="badge badge-category badge-data">数据与服务</span></td>
|
||
<td>开发者服务和数据服务</td>
|
||
<td>数据服务</td>
|
||
<td>互动</td>
|
||
<td>与小红书在开发者服务和数据服务方面均有业务合作，产品和服务用于小红书用户运营、用户增长、流量商业化变现等场景</td>
|
||
</tr>
|
||
<tr>
|
||
<td>嘉曼服饰</td>
|
||
<td><span class="badge badge-category badge-brand">品牌入驻</span></td>
|
||
<td>品牌入驻</td>
|
||
<td>服装品牌</td>
|
||
<td>小红书官方认证</td>
|
||
<td>旗下水孩儿、哈吉熊、菲米莉等品牌已入驻小红书平台</td>
|
||
</tr>
|
||
<tr>
|
||
<td>顶固集创</td>
|
||
<td><span class="badge badge-category badge-brand">品牌入驻</span></td>
|
||
<td>品牌入驻</td>
|
||
<td>家居品牌</td>
|
||
<td>小红书官方认证</td>
|
||
<td>旗下顶固、辛巴达、新经典等品牌已入驻小红书平台</td>
|
||
</tr>
|
||
<tr>
|
||
<td>北汽蓝谷</td>
|
||
<td><span class="badge badge-category badge-brand">品牌入驻</span></td>
|
||
<td>品牌入驻</td>
|
||
<td>汽车品牌</td>
|
||
<td>小红书官方认证</td>
|
||
<td>旗下极狐品牌已入驻小红书平台</td>
|
||
</tr>
|
||
<tr>
|
||
<td>浪莎股份</td>
|
||
<td><span class="badge badge-category badge-brand">品牌入驻</span></td>
|
||
<td>品牌入驻</td>
|
||
<td>纺织品牌</td>
|
||
<td>小红书官方认证</td>
|
||
<td>浪莎品牌已入驻小红书平台</td>
|
||
</tr>
|
||
<tr>
|
||
<td>金达威</td>
|
||
<td><span class="badge badge-category badge-brand">品牌入驻</span></td>
|
||
<td>品牌入驻</td>
|
||
<td>保健品品牌</td>
|
||
<td>小红书官方认证</td>
|
||
<td>旗下品牌已入驻小红书平台</td>
|
||
</tr>
|
||
<tr>
|
||
<td>新经典</td>
|
||
<td><span class="badge badge-category badge-brand">品牌入驻</span></td>
|
||
<td>品牌入驻</td>
|
||
<td>出版品牌</td>
|
||
<td>小红书官方认证</td>
|
||
<td>新经典品牌已入驻小红书平台</td>
|
||
</tr>
|
||
<tr>
|
||
<td>奥飞娱乐</td>
|
||
<td><span class="badge badge-category badge-brand">品牌入驻</span></td>
|
||
<td>品牌入驻</td>
|
||
<td>玩具品牌</td>
|
||
<td>小红书官方认证</td>
|
||
<td>奥飞娱乐品牌已入驻小红书平台</td>
|
||
</tr>
|
||
<tr>
|
||
<td>敷尔佳</td>
|
||
<td><span class="badge badge-category badge-brand">品牌入驻</span></td>
|
||
<td>品牌入驻</td>
|
||
<td>美妆品牌</td>
|
||
<td>小红书官方认证</td>
|
||
<td>敷尔佳品牌已入驻小红书平台</td>
|
||
</tr>
|
||
<tr>
|
||
<td>倍益康</td>
|
||
<td><span class="badge badge-category badge-brand">品牌入驻</span></td>
|
||
<td>品牌入驻</td>
|
||
<td>医疗器械品牌</td>
|
||
<td>小红书官方认证</td>
|
||
<td>倍益康品牌已入驻小红书平台</td>
|
||
</tr>
|
||
<tr>
|
||
<td>元祖股份</td>
|
||
<td><span class="badge badge-category badge-brand">品牌入驻</span></td>
|
||
<td>品牌入驻</td>
|
||
<td>食品品牌</td>
|
||
<td>小红书官方认证</td>
|
||
<td>元祖股份品牌已入驻小红书平台</td>
|
||
</tr>
|
||
<tr>
|
||
<td>五芳斋</td>
|
||
<td><span class="badge badge-category badge-brand">品牌入驻</span></td>
|
||
<td>品牌入驻</td>
|
||
<td>食品品牌</td>
|
||
<td>小红书官方认证</td>
|
||
<td>五芳斋品牌已入驻小红书平台</td>
|
||
</tr>
|
||
<tr>
|
||
<td>锦泓集团</td>
|
||
<td><span class="badge badge-category badge-brand">品牌入驻</span></td>
|
||
<td>品牌入驻</td>
|
||
<td>服装品牌</td>
|
||
<td>小红书官方认证</td>
|
||
<td>旗下VGRASS、元先等品牌已入驻小红书平台</td>
|
||
</tr>
|
||
<tr>
|
||
<td>狮头股份</td>
|
||
<td><span class="badge badge-category badge-brand">品牌入驻</span></td>
|
||
<td>品牌入驻</td>
|
||
<td>纺织品牌</td>
|
||
<td>小红书官方认证</td>
|
||
<td>狮头股份品牌已入驻小红书平台</td>
|
||
</tr>
|
||
<tr>
|
||
<td>源飞宠物</td>
|
||
<td><span class="badge badge-category badge-brand">品牌入驻</span></td>
|
||
<td>品牌入驻</td>
|
||
<td>宠物用品品牌</td>
|
||
<td>小红书官方认证</td>
|
||
<td>源飞宠物品牌已入驻小红书平台</td>
|
||
</tr>
|
||
<tr>
|
||
<td>南侨食品</td>
|
||
<td><span class="badge badge-category badge-brand">品牌入驻</span></td>
|
||
<td>品牌入驻</td>
|
||
<td>食品品牌</td>
|
||
<td>小红书官方认证</td>
|
||
<td>南侨食品品牌已入驻小红书平台</td>
|
||
</tr>
|
||
<tr>
|
||
<td>开润股份</td>
|
||
<td><span class="badge badge-category badge-brand">品牌入驻</span></td>
|
||
<td>品牌入驻</td>
|
||
<td>箱包品牌</td>
|
||
<td>小红书官方认证</td>
|
||
<td>开润股份品牌已入驻小红书平台</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Investment Insights -->
|
||
<div class="card mb-4">
|
||
<div class="card-header">
|
||
<h2 class="h4 mb-0"><i class="bi bi-graph-up me-2"></i>投资启示</h2>
|
||
</div>
|
||
<div class="card-body">
|
||
<div class="key-point">
|
||
<h5>最具投资价值的细分环节</h5>
|
||
<ul>
|
||
<li><strong>广告代理公司</strong>：特别是与小红书有深度合作的核心代理商，如蓝色光标、引力传媒等。这些公司直接受益于小红书广告业务的增长，且与小红书有稳定的合作关系。</li>
|
||
<li><strong>MCN机构</strong>：如果麦文化等小红书头部MCN机构，受益于小红书内容生态的发展和KOL经济的繁荣。</li>
|
||
<li><strong>电商代运营公司</strong>：如壹网壹创等，在小红书电商业务发展中扮演重要角色，帮助品牌在小红书平台实现销售转化。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="key-point">
|
||
<h5>投资策略建议</h5>
|
||
<ul>
|
||
<li><strong>区分概念与实质</strong>：关注那些与小红书有真实、深度业务合作的公司，避免仅被市场炒作的概念股。</li>
|
||
<li><strong>关注长期趋势</strong>：短期主题炒作波动较大，应关注小红书长期发展趋势，如用户增长、商业化进程、海外拓展等。</li>
|
||
<li><strong>分散投资</strong>：在小红书产业链的不同环节进行分散投资，降低单一公司或单一环节的风险。</li>
|
||
<li><strong>跟踪关键指标</strong>：密切关注小红书的用户数据、商业化进展、海外拓展等关键指标，以及相关公司的财报表现。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="key-point">
|
||
<h5>需要重点跟踪和验证的关键指标</h5>
|
||
<ul>
|
||
<li><strong>小红书用户数据</strong>：特别是海外用户的留存率、活跃度等指标，验证用户迁移的长期影响。</li>
|
||
<li><strong>小红书商业化进展</strong>：广告收入、电商GMV、商业化率等指标，验证商业化模式的可行性。</li>
|
||
<li><strong>相关公司小红书业务占比</strong>：相关公司财报中披露的小红书相关业务收入、利润占比，验证公司受益程度。</li>
|
||
<li><strong>政策环境变化</strong>：特别是TikTok在美国的政策走向，以及小红书在海外市场面临的监管环境变化。</li>
|
||
<li><strong>竞争格局变化</strong>：Lemon8等竞争对手的发展情况，以及小红书在竞争中的地位变化。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<footer class="bg-light py-4 mt-5">
|
||
<div class="container">
|
||
<div class="row">
|
||
<div class="col-md-6">
|
||
<p class="mb-0 text-muted">© 2025 小红书概念股分析报告</p>
|
||
</div>
|
||
<div class="col-md-6 text-md-end">
|
||
<p class="mb-0 text-muted">数据来源：公开信息整理</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</footer>
|
||
|
||
<script src="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/js/bootstrap.bundle.min.js"></script>
|
||
<script>
|
||
// Add smooth scrolling
|
||
document.querySelectorAll('a[href^="#"]').forEach(anchor => {
|
||
anchor.addEventListener('click', function (e) {
|
||
e.preventDefault();
|
||
document.querySelector(this.getAttribute('href')).scrollIntoView({
|
||
behavior: 'smooth'
|
||
});
|
||
});
|
||
});
|
||
|
||
// Add table sorting functionality
|
||
document.addEventListener('DOMContentLoaded', function() {
|
||
const table = document.querySelector('table');
|
||
const headers = table.querySelectorAll('thead th');
|
||
|
||
headers.forEach((header, index) => {
|
||
if (index > 0) { // Skip the first column (stock name)
|
||
header.style.cursor = 'pointer';
|
||
header.addEventListener('click', () => {
|
||
sortTable(index);
|
||
});
|
||
}
|
||
});
|
||
|
||
function sortTable(columnIndex) {
|
||
const tbody = table.querySelector('tbody');
|
||
const rows = Array.from(tbody.querySelectorAll('tr'));
|
||
|
||
const sortedRows = rows.sort((a, b) => {
|
||
const aText = a.cells[columnIndex].textContent.trim();
|
||
const bText = b.cells[columnIndex].textContent.trim();
|
||
|
||
return aText.localeCompare(bText, 'zh-CN');
|
||
});
|
||
|
||
tbody.innerHTML = '';
|
||
sortedRows.forEach(row => tbody.appendChild(row));
|
||
}
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|