748 lines
40 KiB
HTML
748 lines
40 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>旅游消费概念分析报告</title>
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800|Noto+Sans+SC:300,400,500,700&display=swap" rel="stylesheet" />
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<!-- Font Awesome Icons -->
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- Tailwind CSS -->
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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<style>
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body {
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font-family: 'Inter', 'Noto Sans SC', sans-serif;
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background: linear-gradient(135deg, #f5f7fa 0%, #e4edf9 100%);
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min-height: 100vh;
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}
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.card {
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backdrop-filter: blur(10px);
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background-color: rgba(255, 255, 255, 0.85);
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border: 1px solid rgba(255, 255, 255, 0.18);
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box-shadow: 0 8px 32px 0 rgba(31, 38, 135, 0.1);
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}
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.gradient-text {
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background: linear-gradient(90deg, #4f46e5, #7c3aed);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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background-clip: text;
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}
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.highlight-box {
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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color: white;
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border-radius: 0.75rem;
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padding: 1.5rem;
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box-shadow: 0 10px 15px -3px rgba(0, 0, 0, 0.1), 0 4px 6px -2px rgba(0, 0, 0, 0.05);
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}
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.section-title {
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position: relative;
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padding-left: 1rem;
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border-left: 4px solid #4f46e5;
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}
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.floating {
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animation: floating 3s ease-in-out infinite;
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}
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@keyframes floating {
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0% { transform: translateY(0px); }
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50% { transform: translateY(-10px); }
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100% { transform: translateY(0px); }
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}
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.table-container {
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overflow-x: auto;
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}
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.table-container table {
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min-width: 100%;
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}
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@media (max-width: 768px) {
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.table-container {
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font-size: 0.875rem;
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}
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}
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</style>
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</head>
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<body class="p-4 md:p-8">
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<!-- Header -->
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<div class="max-w-7xl mx-auto mb-10 text-center">
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<h1 class="text-4xl md:text-5xl font-bold gradient-text mb-4">旅游消费概念分析</h1>
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<p class="text-gray-600 text-lg">政策强驱动 + 需求结构性复苏的行业洞察</p>
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<div class="mt-6 flex justify-center">
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<div class="inline-flex items-center bg-blue-50 rounded-full px-4 py-2">
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<i class="fas fa-calendar-alt text-blue-500 mr-2"></i>
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<span class="text-blue-700">2025年1月更新</span>
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</div>
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</div>
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</div>
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<!-- Main Content -->
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<div class="max-w-7xl mx-auto grid grid-cols-1 lg:grid-cols-3 gap-6 mb-10">
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<!-- Left Column -->
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<div class="lg:col-span-2 space-y-6">
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<!-- Concept Events -->
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<div class="card rounded-xl p-6">
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<h2 class="section-title text-2xl font-bold text-gray-800 mb-4">概念事件</h2>
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<div class="space-y-4">
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<div class="bg-blue-50 rounded-lg p-4">
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<h3 class="font-semibold text-blue-700 flex items-center mb-2">
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<i class="fas fa-landmark mr-2"></i>政策端
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</h3>
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<p class="text-gray-700">2025年1月国务院发布《关于进一步培育新增长点繁荣文化和旅游消费的若干措施》，提出"百城百区"行动计划，明确2025-2026年通过消费券、区域联动、高铁网络优化等手段刺激文旅消费。文旅部同步启动<strong class="text-blue-600">2025年全国文化和旅游消费促进活动</strong>（2025年4月-2026年3月），围绕五一、暑期、国庆、春节四大节点推出2.7万场活动，发放超5.7亿元补贴。</p>
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</div>
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<div class="bg-green-50 rounded-lg p-4">
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<h3 class="font-semibold text-green-700 flex items-center mb-2">
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<i class="fas fa-chart-line mr-2"></i>数据端
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</h3>
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<p class="text-gray-700">2025年春节假期国内出游人次恢复至2019年的<strong class="text-green-600">132%</strong>，旅游收入达<strong class="text-green-600">5.75万亿元</strong>（创历史新高），但人均消费<strong class="text-red-500">1024元</strong>（较2019年下降15%），呈现"量增价减"特征。冰雪旅游（长白山订单+300%）、非遗体验（北京庙会客流+50%）、邮轮游（携程订单+3倍）成为亮点。</p>
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</div>
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<div class="bg-purple-50 rounded-lg p-4">
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<h3 class="font-semibold text-purple-700 flex items-center mb-2">
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<i class="fas fa-building mr-2"></i>产业端
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</h3>
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<p class="text-gray-700">黄山旅游2024年客流457万人次（超2019年30%），但客单价承压；海南离岛免税2025年春节销售额31.6亿元（日均3.95亿元），客单价下滑至6500元（2023年为8300元），反映消费分级。</p>
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</div>
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</div>
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</div>
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<!-- Core Viewpoints -->
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<div class="card rounded-xl p-6">
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<h2 class="section-title text-2xl font-bold text-gray-800 mb-4">核心观点摘要</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4 mb-6">
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<div class="highlight-box">
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<div class="flex items-center mb-2">
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<i class="fas fa-flag mr-2 text-xl"></i>
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<h3 class="text-lg font-bold">阶段判断</h3>
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</div>
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<p>旅游消费处于<strong>政策强驱动+需求结构性复苏</strong>阶段，2025年行业规模有望突破<strong>6万亿元</strong>（恢复至2019年105%），但<strong>人均消费降级</strong>与<strong>供给过剩</strong>矛盾突出。</p>
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</div>
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<div class="highlight-box">
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<div class="flex items-center mb-2">
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<i class="fas fa-rocket mr-2 text-xl"></i>
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<h3 class="text-lg font-bold">核心驱动力</h3>
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</div>
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<p>政策补贴（消费券、免签）、交通改善（池黄高铁、沈白高铁）、新业态（冰雪游、研学游）三重共振，<strong>下沉市场（县域旅游+银发经济）</strong>成为增量主战场。</p>
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</div>
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</div>
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</div>
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<!-- Core Logic -->
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<div class="card rounded-xl p-6">
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<h2 class="section-title text-2xl font-bold text-gray-800 mb-4">概念的核心逻辑与市场认知分析</h2>
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<div class="space-y-6">
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<div>
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<h3 class="font-semibold text-lg text-gray-700 mb-3 flex items-center">
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<i class="fas fa-cogs text-indigo-500 mr-2"></i>核心驱动力
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</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-indigo-50 rounded-lg p-4">
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<h4 class="font-semibold text-indigo-700 mb-2">政策杠杆</h4>
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<p class="text-sm text-gray-700">2025年中央财政+地方配套预计投入超<strong>100亿元</strong>，直接撬动<strong>10倍杠杆</strong>。</p>
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</div>
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<div class="bg-indigo-50 rounded-lg p-4">
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<h4 class="font-semibold text-indigo-700 mb-2">交通红利</h4>
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<p class="text-sm text-gray-700">池黄高铁、沈白高铁开通，带来<strong>20%华中客源增量</strong>，长白山客流有望<strong>翻倍</strong>。</p>
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</div>
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<div class="bg-indigo-50 rounded-lg p-4">
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<h4 class="font-semibold text-indigo-700 mb-2">消费分层</h4>
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<p class="text-sm text-gray-700">高端客群追求"沉浸式体验"，下沉市场偏好"性价比游学"（2000-4000元/人套餐占比60%）。</p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-gray-700 mb-3 flex items-center">
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<i class="fas fa-fire text-orange-500 mr-2"></i>市场热度与情绪
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</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="bg-orange-50 rounded-lg p-4">
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<h4 class="font-semibold text-orange-700 mb-2">研报密集度</h4>
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<p class="text-sm text-gray-700">2024Q4以来旅游板块研报数量同比<strong>+45%</strong>，但机构分歧加大（<strong>32%看空</strong>人均消费持续性，<strong>68%看多</strong>政策催化）。</p>
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</div>
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<div class="bg-orange-50 rounded-lg p-4">
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<h4 class="font-semibold text-orange-700 mb-2">情绪指标</h4>
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<p class="text-sm text-gray-700">携程"特种兵旅游"搜索量2025年春节<strong>+200%</strong>，但投诉率同步上升（强制购物投诉占比25%）。</p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-gray-700 mb-3 flex items-center">
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<i class="fas fa-exclamation-triangle text-yellow-500 mr-2"></i>预期差分析
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</h3>
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<div class="bg-yellow-50 rounded-lg p-4">
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<h4 class="font-semibold text-yellow-700 mb-2">市场共识</h4>
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<p class="text-sm text-gray-700 mb-3">政策刺激下2025年客流将创新高。</p>
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<h4 class="font-semibold text-yellow-700 mb-2">忽略点</h4>
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<ul class="text-sm text-gray-700 space-y-1">
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<li>• <strong>供给端过剩</strong>：2024年酒店客房数达1649万间（较2019年+35%），RevPAR承压（华住Q3数据-8%）。</li>
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<li>• <strong>消费降级</strong>：2025年春节海南免税客单价下滑<strong>22%</strong>，反映高端消费外流（日本/韩国免签分流）。</li>
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</ul>
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</div>
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</div>
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</div>
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</div>
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<!-- Catalysts -->
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<div class="card rounded-xl p-6">
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<h2 class="section-title text-2xl font-bold text-gray-800 mb-4">关键催化剂与未来发展路径</h2>
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<div class="space-y-6">
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<div>
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<h3 class="font-semibold text-lg text-gray-700 mb-3 flex items-center">
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<i class="fas fa-bolt text-yellow-500 mr-2"></i>近期催化剂（3-6个月）
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</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="bg-yellow-100 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mt-1">
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<span class="text-yellow-700 font-bold">1</span>
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</div>
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<div class="ml-3">
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<h4 class="font-semibold text-gray-700">2025年7-8月暑期档</h4>
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<p class="text-sm text-gray-600">文旅部计划推出4300场活动（同比+50%），重点城市（成都、长沙）发放消费券，预计拉动<strong>200亿元</strong>增量消费。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-yellow-100 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mt-1">
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<span class="text-yellow-700 font-bold">2</span>
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</div>
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<div class="ml-3">
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<h4 class="font-semibold text-gray-700">长白山交通兑现</h4>
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<p class="text-sm text-gray-600">沈白高铁9月通车，长白山客流Q4有望<strong>+80%</strong>（当前估值已反映50%预期）。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-yellow-100 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mt-1">
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<span class="text-yellow-700 font-bold">3</span>
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</div>
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<div class="ml-3">
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<h4 class="font-semibold text-gray-700">黄山北海宾馆开业</h4>
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<p class="text-sm text-gray-600">200间高端客房9月投入运营，预计贡献<strong>3000万净利润</strong>（占2024年利润8%）。</p>
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</div>
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</div>
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</div>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-gray-700 mb-3 flex items-center">
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<i class="fas fa-road text-blue-500 mr-2"></i>长期路径（2025-2027）
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</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="bg-blue-100 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mt-1">
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<span class="text-blue-700 font-bold">1</span>
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</div>
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<div class="ml-3">
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<h4 class="font-semibold text-gray-700">第一阶段（2025）</h4>
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<p class="text-sm text-gray-600">政策补贴+交通改善驱动客流恢复至2019年110%，<strong>下沉市场（县域+银发）</strong>贡献60%增量。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-blue-100 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mt-1">
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<span class="text-blue-700 font-bold">2</span>
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</div>
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<div class="ml-3">
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<h4 class="font-semibold text-gray-700">第二阶段（2026-2027）</h4>
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<p class="text-sm text-gray-600">供给端出清（中小酒店倒闭率或达20%），头部公司（锦江、华住）通过并购提升市占率至<strong>25%</strong>（当前15%）。</p>
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||
</div>
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||
</div>
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||
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<div class="flex items-start">
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<div class="bg-blue-100 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mt-1">
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<span class="text-blue-700 font-bold">3</span>
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</div>
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<div class="ml-3">
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<h4 class="font-semibold text-gray-700">第三阶段（2027+）</h4>
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<p class="text-sm text-gray-600">新业态成熟（冰雪经济规模1.2万亿、研学游渗透率15%），行业进入<strong>盈利修复期</strong>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
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||
</div>
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||
</div>
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</div>
|
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|
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<!-- Industry Chain -->
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<div class="card rounded-xl p-6">
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<h2 class="section-title text-2xl font-bold text-gray-800 mb-4">产业链与核心公司深度剖析</h2>
|
||
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||
<div class="space-y-6">
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||
<div>
|
||
<h3 class="font-semibold text-lg text-gray-700 mb-3 flex items-center">
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||
<i class="fas fa-sitemap text-purple-500 mr-2"></i>产业链图谱
|
||
</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-purple-50 rounded-lg p-4 text-center">
|
||
<i class="fas fa-mountain text-purple-500 text-2xl mb-2"></i>
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||
<h4 class="font-semibold text-purple-700">上游</h4>
|
||
<p class="text-sm text-gray-700">景区资源（黄山、长白山）、交通基建（高铁、机场）</p>
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||
</div>
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||
<div class="bg-purple-50 rounded-lg p-4 text-center">
|
||
<i class="fas fa-hotel text-purple-500 text-2xl mb-2"></i>
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<h4 class="font-semibold text-purple-700">中游</h4>
|
||
<p class="text-sm text-gray-700">OTA平台（携程、同程）、酒店集团（锦江、华住）、免税运营商（中国中免）</p>
|
||
</div>
|
||
<div class="bg-purple-50 rounded-lg p-4 text-center">
|
||
<i class="fas fa-utensils text-purple-500 text-2xl mb-2"></i>
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<h4 class="font-semibold text-purple-700">下游</h4>
|
||
<p class="text-sm text-gray-700">本地生活服务（美团）、二次消费（餐饮、演艺）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="font-semibold text-lg text-gray-700 mb-3 flex items-center">
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||
<i class="fas fa-chess text-teal-500 mr-2"></i>核心玩家对比
|
||
</h3>
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
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<thead class="bg-teal-50">
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<tr>
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<th class="py-3 px-4 text-left text-teal-700 font-semibold">公司</th>
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<th class="py-3 px-4 text-left text-teal-700 font-semibold">逻辑纯度</th>
|
||
<th class="py-3 px-4 text-left text-teal-700 font-semibold">竞争优势</th>
|
||
<th class="py-3 px-4 text-left text-teal-700 font-semibold">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">长白山</td>
|
||
<td class="py-3 px-4">★★★★☆</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">冰雪游唯一标的，沈白高铁催化</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">估值过高（PE 60x vs 历史30x）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">黄山旅游</td>
|
||
<td class="py-3 px-4">★★★☆☆</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">高铁红利+政策补贴，北海宾馆增量</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">客单价下滑，Q4利润承压</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">中国中免</td>
|
||
<td class="py-3 px-4">★★★☆☆</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">免税牌照垄断，海南客流恢复</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">客单价持续下滑（-22%）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">锦江酒店</td>
|
||
<td class="py-3 px-4">★★★★☆</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">行业出清受益者，轻资产扩张</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">经济型酒店价格战</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="font-semibold text-lg text-gray-700 mb-3 flex items-center">
|
||
<i class="fas fa-balance-scale text-indigo-500 mr-2"></i>验证与证伪
|
||
</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-indigo-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-indigo-700 mb-2">长白山</h4>
|
||
<p class="text-sm text-gray-700">2025年Q1客流同比+50%（验证），但酒店入住率仅65%（证伪"供不应求"叙事）。</p>
|
||
</div>
|
||
<div class="bg-indigo-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-indigo-700 mb-2">黄山旅游</h4>
|
||
<p class="text-sm text-gray-700">2024年免票政策带来客流+30%，但索道收入占比下降至55%（证伪"二次消费提升"逻辑）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Risks -->
|
||
<div class="card rounded-xl p-6">
|
||
<h2 class="section-title text-2xl font-bold text-gray-800 mb-4">潜在风险与挑战</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-red-50 rounded-lg p-4">
|
||
<h3 class="font-semibold text-red-700 mb-2 flex items-center">
|
||
<i class="fas fa-microchip mr-2"></i>技术风险
|
||
</h3>
|
||
<p class="text-sm text-gray-700">冰雪装备国产化率不足30%（脱离器依赖进口），可能制约冰雪游扩张。</p>
|
||
</div>
|
||
|
||
<div class="bg-red-50 rounded-lg p-4">
|
||
<h3 class="font-semibold text-red-700 mb-2 flex items-center">
|
||
<i class="fas fa-coins mr-2"></i>商业化风险
|
||
</h3>
|
||
<p class="text-sm text-gray-700">县域旅游基础设施投资回报率低（浏阳焰火秀ROI仅1.2倍），地方政府补贴可持续性存疑。</p>
|
||
</div>
|
||
|
||
<div class="bg-red-50 rounded-lg p-4">
|
||
<h3 class="font-semibold text-red-700 mb-2 flex items-center">
|
||
<i class="fas fa-file-contract mr-2"></i>政策风险
|
||
</h3>
|
||
<p class="text-sm text-gray-700">2025年若经济刺激退坡，消费券规模或缩减50%，客流增速可能腰斩。</p>
|
||
</div>
|
||
|
||
<div class="bg-red-50 rounded-lg p-4">
|
||
<h3 class="font-semibold text-red-700 mb-2 flex items-center">
|
||
<i class="fas fa-exclamation-circle mr-2"></i>信息矛盾
|
||
</h3>
|
||
<p class="text-sm text-gray-700">文旅部称2025年客流恢复至2019年110%，但美团数据显示五一县域订单增速已放缓至<strong>+15%</strong>（2024年为+65%）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Conclusion -->
|
||
<div class="card rounded-xl p-6">
|
||
<h2 class="section-title text-2xl font-bold text-gray-800 mb-4">综合结论与投资启示</h2>
|
||
|
||
<div class="space-y-6">
|
||
<div class="bg-gradient-to-r from-blue-500 to-indigo-600 rounded-lg p-5 text-white">
|
||
<h3 class="font-bold text-xl mb-3">阶段判断</h3>
|
||
<p>旅游消费处于<strong>"政策蜜月期"尾声</strong>，2025年Q3后将进入<strong>基本面验证阶段</strong>。</p>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="font-semibold text-lg text-gray-700 mb-3">投资方向</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<div class="bg-green-100 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mt-1">
|
||
<span class="text-green-700 font-bold">1</span>
|
||
</div>
|
||
<div class="ml-3">
|
||
<h4 class="font-semibold text-gray-700">高弹性标的</h4>
|
||
<p class="text-sm text-gray-600"><strong>长白山</strong>（交通催化+冰雪稀缺性），但需等待估值回调至40亿市值以下。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="bg-green-100 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mt-1">
|
||
<span class="text-green-700 font-bold">2</span>
|
||
</div>
|
||
<div class="ml-3">
|
||
<h4 class="font-semibold text-gray-700">稳健配置</h4>
|
||
<p class="text-sm text-gray-600"><strong>锦江酒店</strong>（行业出清+轻资产模式），跟踪RevPAR拐点（2025年Q2或现）。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="bg-green-100 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mt-1">
|
||
<span class="text-green-700 font-bold">3</span>
|
||
</div>
|
||
<div class="ml-3">
|
||
<h4 class="font-semibold text-gray-700">主题轮动</h4>
|
||
<p class="text-sm text-gray-600"><strong>研学游</strong>（2025年市场规模1791亿元，关注<strong>世纪明德</strong>）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="font-semibold text-lg text-gray-700 mb-3">关键跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-blue-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-blue-700 mb-2">客流数据</h4>
|
||
<p class="text-sm text-gray-700">暑期长白山日均客流（目标1.5万人次 vs 当前1万）。</p>
|
||
</div>
|
||
<div class="bg-blue-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-blue-700 mb-2">价格信号</h4>
|
||
<p class="text-sm text-gray-700">海南免税客单价是否跌破6000元（预警消费降级加剧）。</p>
|
||
</div>
|
||
<div class="bg-blue-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-blue-700 mb-2">政策力度</h4>
|
||
<p class="text-sm text-gray-700">2025年文旅部消费券发放规模（若低于50亿，行业增速或下修至5%）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Right Column - Stock Table -->
|
||
<div class="lg:col-span-1">
|
||
<div class="card rounded-xl p-6 sticky top-6">
|
||
<h2 class="text-xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-chart-pie text-indigo-500 mr-2"></i>关联股票
|
||
</h2>
|
||
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
|
||
<thead class="bg-indigo-50">
|
||
<tr>
|
||
<th class="py-2 px-3 text-left text-indigo-700 font-semibold text-sm">股票</th>
|
||
<th class="py-2 px-3 text-left text-indigo-700 font-semibold text-sm">行业</th>
|
||
<th class="py-2 px-3 text-left text-indigo-700 font-semibold text-sm">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">长白山</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">文旅旅游</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">涉及吉林文旅项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">大连圣亚</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">文旅旅游</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">涉及辽宁文旅项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">曲江文旅</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">文旅旅游</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">涉及西安+大唐不夜城项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">西安旅游</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">文旅旅游</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">涉及西安文旅项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">九华旅游</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">文旅旅游</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">涉及安徽文旅项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">丽江股份</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">文旅旅游</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">涉及云南文旅项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">云南旅游</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">文旅旅游</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">涉及云南文旅项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">峨眉山A</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">文旅旅游</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">涉及四川文旅项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">黄山旅游</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">文旅旅游</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">涉及安徽文旅项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">张家界</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">文旅旅游</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">涉及湖南文旅项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">三峡旅游</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">文旅旅游</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">涉及湖北文旅项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">*ST西域</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">文旅旅游</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">涉及新疆文旅项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">天目湖</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">文旅旅游</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">涉及江苏文旅项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">西藏旅游</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">文旅旅游</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">涉及西藏文旅项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">广西</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">文旅旅游</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">涉及桂林文旅项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">三特索道</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">文旅旅游</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">涉及武汉文旅项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">岭南股份</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">文旅旅游</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">涉及广州文旅项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">宋城演艺</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">文旅旅游</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">涉及旅游演艺项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">同庆楼</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">酒楼饭店老字号</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">涉及安徽餐饮项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">西安饮食</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">酒楼饭店老字号</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">涉及西安餐饮项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">全聚德</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">酒楼饭店老字号</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">涉及北京餐饮项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">广州酒家</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">酒楼饭店老字号</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">涉及广州餐饮项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">徐家汇</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">百货零售</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">涉及上海零售项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">国光连锁</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">百货零售</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">涉及江西零售项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">茂业商业</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">百货零售</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">涉及成都/深圳零售项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">中兴商业</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">百货零售</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">涉及沈阳零售项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">彩虹股份</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">百货零售</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">涉及咸阳零售项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">新世界</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">百货零售</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">涉及上海零售项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">三江购物</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">百货零售</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">涉及宁波零售项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">人人乐</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">百货零售</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">涉及西安零售项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">中央商场</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">百货零售</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">涉及南京零售项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">国芳集团</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">百货零售</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">涉及甘肃零售项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">南宁百货</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">百货零售</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">涉及南宁零售项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">南京商旅</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">百货零售</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">涉及南京零售项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">汇嘉时代</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">百货零售</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">涉及新疆零售项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">华天酒店</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">酒店</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">-</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">君亭酒店</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">酒店</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">-</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">锦江酒店</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">酒店</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">-</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">首旅酒店</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">酒店</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">-</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">金陵饭店</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">酒店</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">-</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">味知香</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">预制菜</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">-</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">惠发食品</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">预制菜</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">-</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">安井食品</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">预制菜</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">-</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">全聚德</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">预制菜</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">-</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">金陵饭店</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">预制菜</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">-</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">春雪食品</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">预制菜</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">-</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 font-medium text-gray-900 text-sm">国联水产</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">预制菜</td>
|
||
<td class="py-2 px-3 text-xs text-gray-600">-</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="mt-4 text-center">
|
||
<span class="inline-flex items-center px-3 py-1 rounded-full text-sm font-medium bg-indigo-100 text-indigo-800">
|
||
<i class="fas fa-info-circle mr-1"></i> 共 45 只关联股票
|
||
</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Floating Elements -->
|
||
<div class="fixed bottom-8 right-8 floating">
|
||
<div class="bg-white rounded-full p-4 shadow-lg">
|
||
<i class="fas fa-plane text-indigo-500 text-2xl"></i>
|
||
</div>
|
||
</div>
|
||
|
||
<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'
|
||
});
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |