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54 KiB
HTML
1016 lines
54 KiB
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<title>泡泡玛特概念 - 行业洞察报告</title>
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</head>
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<body class="bg-gray-900 text-gray-100">
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<div id="vanta-bg"></div>
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 highlight-text">泡泡玛特概念</h1>
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<p class="text-xl text-gray-300">从盲盒公司到全球化IP运营巨头的蜕变之路</p>
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</div>
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<!-- 概念事件 - 时间轴 -->
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<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 text-pink-400 flex items-center">
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<i class="fas fa-calendar-alt mr-3"></i>概念事件
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</h2>
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<div class="relative pl-8">
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<div class="relative mb-8">
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<div class="timeline-line"></div>
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<div class="bg-gray-800 bg-opacity-50 rounded-lg p-4">
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<h3 class="text-lg font-semibold text-pink-300 mb-2">2024年8月</h3>
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<p class="text-gray-300">CEO王宁宣布"海外再造一个泡泡玛特"提前实现，海外收入占比达<span class="text-pink-400 font-bold">38.9%</span>（2024年50.66亿元，同比<span class="text-green-400">+375%</span>）。</p>
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</div>
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</div>
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<!-- 2024年10月 -->
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<div class="relative mb-8">
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<div class="bg-gray-800 bg-opacity-50 rounded-lg p-4">
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<h3 class="text-lg font-semibold text-pink-300 mb-2">2024年10月</h3>
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<p class="text-gray-300">泰国LABUBU主题店首日销售额破<span class="text-pink-400 font-bold">1000万元</span>，创全球单日纪录；Lisa等明星自发带货引爆社交媒体。</p>
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</div>
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<div class="bg-gray-800 bg-opacity-50 rounded-lg p-4">
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<h3 class="text-lg font-semibold text-pink-300 mb-2">2025年3月</h3>
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<p class="text-gray-300">2024年报显示总收入<span class="text-pink-400 font-bold">130.38亿元</span>（同比<span class="text-green-400">+107%</span>），净利润<span class="text-pink-400 font-bold">33.08亿元</span>（同比<span class="text-green-400">+204%</span>），海外收入占比首次突破<span class="text-pink-400 font-bold">50%</span>目标。</p>
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</div>
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</div>
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<!-- 2025年6月 -->
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<div class="relative">
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<div class="timeline-dot absolute -left-8 top-1"></div>
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<div class="bg-gray-800 bg-opacity-50 rounded-lg p-4">
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<h3 class="text-lg font-semibold text-pink-300 mb-2">2025年6月</h3>
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<p class="text-gray-300">全球首家臻藏店落地成都SKP，发布MEGA系列新品；二手市场LABUBU薄荷色款拍卖价达<span class="text-pink-400 font-bold">124万元</span>（含佣金）。</p>
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</div>
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</div>
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</div>
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<div class="mt-6 p-4 bg-purple-900 bg-opacity-30 rounded-lg border-l-4 border-purple-500">
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<p class="text-sm text-purple-200"><i class="fas fa-info-circle mr-2"></i>背景：泡泡玛特从"盲盒公司"升级为"IP运营+全球化消费品牌"，通过LABUBU等IP的跨文化破圈，验证了中国潮玩出海的可行性。</p>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 text-pink-400 flex items-center">
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<i class="fas fa-lightbulb mr-3"></i>核心观点摘要
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-gradient-to-br from-pink-500 to-purple-600 rounded-xl p-5 text-white">
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<div class="text-4xl font-bold mb-3">01</div>
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<h3 class="text-xl font-bold mb-2">阶段判断</h3>
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<p class="text-sm">泡泡玛特已从"主题炒作"进入"基本面驱动"阶段，核心逻辑从盲盒销售转向<span class="font-bold">IP矩阵全球化变现</span>。</p>
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</div>
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<div class="bg-gradient-to-br from-purple-500 to-indigo-600 rounded-xl p-5 text-white">
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<div class="text-4xl font-bold mb-3">02</div>
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<h3 class="text-xl font-bold mb-2">核心驱动力</h3>
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<p class="text-sm">海外高溢价（欧美盲盒定价<span class="font-bold">15.9美元</span>，溢价70%+）+品类扩张（毛绒、积木、卡牌贡献<span class="font-bold">21%收入</span>）+供应链柔性化（越南产能占比10%+）。</p>
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</div>
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<div class="bg-gradient-to-br from-indigo-500 to-blue-600 rounded-xl p-5 text-white">
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<div class="text-4xl font-bold mb-3">03</div>
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<h3 class="text-xl font-bold mb-2">未来潜力</h3>
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<p class="text-sm">2025年目标海外收入<span class="font-bold">100亿元</span>（再翻倍），中长期对标乐高海外400家门店，收入空间<span class="font-bold">60-80亿元</span>。</p>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 text-pink-400 flex items-center">
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<i class="fas fa-brain mr-3"></i>核心逻辑与市场认知分析
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</h2>
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<div class="mb-8">
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<h3 class="text-xl font-bold mb-4 text-purple-300">核心驱动力</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-6">
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<div class="bg-gray-800 bg-opacity-50 rounded-xl p-5">
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<h4 class="text-lg font-bold mb-3 text-pink-300 flex items-center">
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<i class="fas fa-cogs mr-2"></i>IP工业化能力
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</h4>
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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-pink-500 rounded-full w-6 h-6 flex items-center justify-center text-xs font-bold mr-3 flex-shrink-0">1</div>
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<p class="text-sm"><span class="font-bold text-pink-300">数据验证</span>：2024年<span class="text-pink-400 font-bold">4个IP收入超10亿元</span>（LABUBU、Molly等），自有IP占比<span class="text-pink-400 font-bold">97.6%</span>（2023年为93%），显示IP孵化效率远超授权模式。</p>
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</div>
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<div class="flex items-start">
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<div class="bg-pink-500 rounded-full w-6 h-6 flex items-center justify-center text-xs font-bold mr-3 flex-shrink-0">2</div>
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<p class="text-sm"><span class="font-bold text-pink-300">机制</span>：通过PDC平台（内部设计师）+全球艺术家签约（如泰国Crybaby），实现"小成本试错-爆款放大"的飞轮效应。</p>
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</div>
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</div>
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</div>
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<div class="bg-gray-800 bg-opacity-50 rounded-xl p-5">
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<h4 class="text-lg font-bold mb-3 text-purple-300 flex items-center">
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<i class="fas fa-globe mr-2"></i>全球化定价权
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</h4>
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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-purple-500 rounded-full w-6 h-6 flex items-center justify-center text-xs font-bold mr-3 flex-shrink-0">1</div>
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<p class="text-sm"><span class="font-bold text-purple-300">欧美市场</span>：盲盒定价<span class="text-purple-400 font-bold">15.9美元</span>（国内69元），单店年收入<span class="text-purple-400 font-bold">1300-1500万元</span>（国内700万元），毛利率<span class="text-purple-400 font-bold">70%+</span>（国内60%+）。</p>
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</div>
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<div class="flex items-start">
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<div class="bg-purple-500 rounded-full w-6 h-6 flex items-center justify-center text-xs font-bold mr-3 flex-shrink-0">2</div>
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<p class="text-sm"><span class="font-bold text-purple-300">文化适配</span>：LABUBU泰国限定款（泼水节主题）首日售罄，验证"无故事IP"可通过本土化设计突破文化壁垒。</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 class="bg-gray-800 bg-opacity-50 rounded-xl p-5">
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<h4 class="text-lg font-bold mb-3 text-indigo-300 flex items-center">
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<i class="fas fa-chart-line mr-2"></i>品类杠杆
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</h4>
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<div class="flex items-start">
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<div class="bg-indigo-500 rounded-full w-6 h-6 flex items-center justify-center text-xs font-bold mr-3 flex-shrink-0">1</div>
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<p class="text-sm"><span class="font-bold text-indigo-300">毛绒玩具</span>：2024年收入占比<span class="text-indigo-400 font-bold">21%</span>（2023年仅9.8%），搪胶毛绒客单价<span class="text-indigo-400 font-bold">99-199元</span>（盲盒2-3倍），复购率提升显著。</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="text-xl font-bold mb-4 text-purple-300">市场认知偏差</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="bg-gradient-to-r from-pink-900 to-pink-700 bg-opacity-30 rounded-xl p-5 border-l-4 border-pink-500">
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<h4 class="text-lg font-bold mb-3 text-pink-300">预期差1</h4>
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<p class="text-sm">市场认为盲盒占比下降（2024年<span class="text-pink-400 font-bold"><60%</span>）会拖累增长，但<span class="text-pink-400 font-bold">毛绒+积木+卡牌</span>已贡献<span class="text-pink-400 font-bold">40%收入</span>，且毛利率更高。</p>
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</div>
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<div class="bg-gradient-to-r from-purple-900 to-purple-700 bg-opacity-30 rounded-xl p-5 border-l-4 border-purple-500">
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<h4 class="text-lg font-bold mb-3 text-purple-300">预期差2</h4>
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<p class="text-sm">海外门店仅<span class="text-purple-400 font-bold">125家</span>（2025年目标200家），但单店效率（泰国月销<span class="text-purple-400 font-bold">500万元</span>）被低估，<span class="text-purple-400 font-bold">坪效超国内2倍</span>。</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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<!-- 关键催化剂与未来发展路径 -->
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<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 text-pink-400 flex items-center">
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<i class="fas fa-rocket mr-3"></i>关键催化剂与未来发展路径
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
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<div>
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<h3 class="text-xl font-bold mb-4 text-green-300 flex items-center">
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<i class="fas fa-bolt 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-4">
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<div class="bg-gray-800 bg-opacity-50 rounded-lg p-4 flex items-start">
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<div class="bg-green-500 rounded-full w-8 h-8 flex items-center justify-center text-white font-bold mr-3 flex-shrink-0">1</div>
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<div>
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<h4 class="font-bold text-green-300 mb-1">北美旗舰店落地</h4>
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<p class="text-sm text-gray-300">2025年计划在美国时代广场、第五大道开设地标店，单店年收入或达<span class="text-green-400 font-bold">2000万元</span>（参考泰国标杆）。</p>
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</div>
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</div>
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<div class="bg-gray-800 bg-opacity-50 rounded-lg p-4 flex items-start">
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<div class="bg-green-500 rounded-full w-8 h-8 flex items-center justify-center text-white font-bold mr-3 flex-shrink-0">2</div>
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<div>
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<h4 class="font-bold text-green-300 mb-1">品类爆发</h4>
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<p class="text-sm text-gray-300">2025年Q3卡牌/甜品品类上线，参考积木首月<span class="text-green-400 font-bold">断货</span>经验，可能再造<span class="text-green-400 font-bold">10亿级</span>单品。</p>
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</div>
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</div>
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<div class="bg-gray-800 bg-opacity-50 rounded-lg p-4 flex items-start">
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<div class="bg-green-500 rounded-full w-8 h-8 flex items-center justify-center text-white font-bold mr-3 flex-shrink-0">3</div>
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<div>
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<h4 class="font-bold text-green-300 mb-1">政策利好</h4>
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<p class="text-sm text-gray-300">中国"文化出海"政策加码，LABUBU获泰国旅游局官方背书，降低海外监管风险。</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="text-xl font-bold mb-4 text-blue-300 flex items-center">
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<i class="fas fa-route mr-2"></i>长期路径（2025-2027）
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</h3>
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<div class="space-y-4">
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<div class="bg-gray-800 bg-opacity-50 rounded-lg p-4">
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<div class="flex items-center mb-3">
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<div class="bg-blue-500 rounded-full w-8 h-8 flex items-center justify-center text-white font-bold mr-3">1</div>
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<h4 class="font-bold text-blue-300">阶段1（2025）</h4>
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</div>
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<ul class="space-y-2 ml-11 text-sm text-gray-300">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-blue-400 mt-1 mr-2"></i>
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<span>海外门店<span class="text-blue-400 font-bold">200家</span>（当前125家）</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-blue-400 mt-1 mr-2"></i>
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<span>收入<span class="text-blue-400 font-bold">100亿元</span>（当前50.66亿元）</span>
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</li>
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</ul>
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</div>
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<div class="bg-gray-800 bg-opacity-50 rounded-lg p-4">
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<div class="flex items-center mb-3">
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<div class="bg-blue-500 rounded-full w-8 h-8 flex items-center justify-center text-white font-bold mr-3">2</div>
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<h4 class="font-bold text-blue-300">阶段2（2026-2027）</h4>
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</div>
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<ul class="space-y-2 ml-11 text-sm text-gray-300">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-blue-400 mt-1 mr-2"></i>
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<span>IP授权+乐园+游戏贡献<span class="text-blue-400 font-bold">30%收入</span></span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-blue-400 mt-1 mr-2"></i>
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<span>对标三丽鸥（授权收入占比50%+）</span>
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</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司深度剖析 -->
|
||
<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold mb-6 text-pink-400 flex items-center">
|
||
<i class="fas fa-project-diagram mr-3"></i>产业链与核心公司深度剖析
|
||
</h2>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-bold mb-4 text-purple-300">产业链图谱</h3>
|
||
<div class="bg-gray-800 bg-opacity-50 rounded-xl p-5">
|
||
<div class="flex flex-col md:flex-row justify-between items-center">
|
||
<div class="text-center mb-4 md:mb-0">
|
||
<div class="bg-pink-500 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-3">
|
||
<i class="fas fa-paint-brush text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-bold text-pink-300 mb-2">上游</h4>
|
||
<p class="text-sm text-gray-300">IP创作<br>（泡泡玛特PDC、艺术家签约）</p>
|
||
</div>
|
||
|
||
<div class="hidden md:block text-pink-400 text-2xl">
|
||
<i class="fas fa-arrow-right"></i>
|
||
</div>
|
||
|
||
<div class="text-center mb-4 md:mb-0">
|
||
<div class="bg-purple-500 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-3">
|
||
<i class="fas fa-industry text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-bold text-purple-300 mb-2">中游</h4>
|
||
<p class="text-sm text-gray-300">代工厂<br>（越南产能10%+，东莞祥兴等）</p>
|
||
</div>
|
||
|
||
<div class="hidden md:block text-pink-400 text-2xl">
|
||
<i class="fas fa-arrow-right"></i>
|
||
</div>
|
||
|
||
<div class="text-center">
|
||
<div class="bg-indigo-500 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-3">
|
||
<i class="fas fa-store text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-bold text-indigo-300 mb-2">下游</h4>
|
||
<p class="text-sm text-gray-300">直营门店（全球400家目标）<br>+线上（抖音GMV<span class="text-indigo-400 font-bold">1亿元</span>/月）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-4 text-purple-300">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-gray-800 bg-opacity-50 rounded-xl overflow-hidden">
|
||
<thead>
|
||
<tr class="bg-gray-700 bg-opacity-50">
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-purple-300">公司</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-purple-300">角色</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-purple-300">验证数据</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-purple-300">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">泡泡玛特</td>
|
||
<td class="py-3 px-4">IP运营商</td>
|
||
<td class="py-3 px-4">海外收入<span class="text-green-400 font-bold">375%增长</span>，自有IP<span class="text-green-400 font-bold">97.6%</span></td>
|
||
<td class="py-3 px-4">单IP依赖（LABUBU占比20%）</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-purple-400">名创优品</td>
|
||
<td class="py-3 px-4">渠道商</td>
|
||
<td class="py-3 px-4">海外门店<span class="text-purple-400 font-bold">2000家</span>（60%国内占比）</td>
|
||
<td class="py-3 px-4">无自有IP，毛利率<span class="text-purple-400 font-bold">38%</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-bold text-indigo-400">乐高</td>
|
||
<td class="py-3 px-4">全球对标</td>
|
||
<td class="py-3 px-4">海外门店<span class="text-indigo-400 font-bold">400家</span>（非中国区）</td>
|
||
<td class="py-3 px-4">产品迭代慢，单价高</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="mt-6 grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-gradient-to-r from-green-900 to-green-700 bg-opacity-30 rounded-xl p-5 border-l-4 border-green-500">
|
||
<h4 class="text-lg font-bold mb-3 text-green-300 flex items-center">
|
||
<i class="fas fa-check-circle mr-2"></i>印证
|
||
</h4>
|
||
<p class="text-sm">越南工厂投产（2024年产能10%）支撑东南亚<span class="text-green-400 font-bold">478%增长</span>，与路演"供应链柔性化"一致。</p>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-r from-yellow-900 to-yellow-700 bg-opacity-30 rounded-xl p-5 border-l-4 border-yellow-500">
|
||
<h4 class="text-lg font-bold mb-3 text-yellow-300 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-2"></i>矛盾
|
||
</h4>
|
||
<p class="text-sm">研报预测2025年海外<span class="text-yellow-400 font-bold">100亿元</span>，但当前门店<span class="text-yellow-400 font-bold">125家</span>需<span class="text-yellow-400 font-bold">单店8000万元</span>（远超泰国500万元），需验证北美高溢价能否持续。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold mb-6 text-pink-400 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3"></i>潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-gray-800 bg-opacity-50 rounded-xl overflow-hidden">
|
||
<thead>
|
||
<tr class="bg-gray-700 bg-opacity-50">
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-purple-300">风险类型</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-purple-300">具体表现</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-purple-300">数据支撑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-red-400">技术风险</td>
|
||
<td class="py-3 px-4">积木/卡牌工艺复杂度超预期</td>
|
||
<td class="py-3 px-4">积木首月<span class="text-red-400 font-bold">断货</span>，供应链承压</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-orange-400">商业化风险</td>
|
||
<td class="py-3 px-4">欧美市场接受度低于东南亚</td>
|
||
<td class="py-3 px-4">美国TikTok直播GMV<span class="text-orange-400 font-bold">环比-19%</span></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-yellow-400">政策风险</td>
|
||
<td class="py-3 px-4">盲盒监管趋严（《人民日报》点名）</td>
|
||
<td class="py-3 px-4">2025年6月股价<span class="text-yellow-400 font-bold">单日跌5%</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-bold text-blue-400">信息矛盾</td>
|
||
<td class="py-3 px-4">二手价暴跌（99元搪胶款溢价30倍）</td>
|
||
<td class="py-3 px-4">实为"打击黄牛"策略，非需求萎缩</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold mb-6 text-pink-400 flex items-center">
|
||
<i class="fas fa-chart-line mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="bg-gradient-to-r from-purple-900 to-pink-800 bg-opacity-50 rounded-xl p-6 mb-6">
|
||
<p class="text-lg mb-4"><span class="font-bold text-pink-300">结论</span>：泡泡玛特处于<span class="text-pink-400 font-bold">IP全球化变现加速期</span>，短期看北美门店落地，长期看授权+乐园生态。</p>
|
||
|
||
<div class="mb-4">
|
||
<h3 class="font-bold text-pink-300 mb-3">投资方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-gray-800 bg-opacity-50 rounded-lg p-4">
|
||
<h4 class="font-bold text-green-300 mb-2 flex items-center">
|
||
<i class="fas fa-arrow-trend-up mr-2"></i>高弹性
|
||
</h4>
|
||
<p class="text-sm">毛绒/积木品类（<span class="text-green-400 font-bold">毛利率70%+</span>）</p>
|
||
</div>
|
||
<div class="bg-gray-800 bg-opacity-50 rounded-lg p-4">
|
||
<h4 class="font-bold text-blue-300 mb-2 flex items-center">
|
||
<i class="fas fa-shield-alt mr-2"></i>稳健型
|
||
</h4>
|
||
<p class="text-sm">海外门店扩张（<span class="text-blue-400 font-bold">单店模型已验证</span>）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="font-bold text-pink-300 mb-3">跟踪指标</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-dot-circle text-pink-400 mt-1 mr-2"></i>
|
||
<span class="text-sm"><span class="font-bold">Q3海外门店净增数</span>（需≥30家以匹配100亿元目标）</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-dot-circle text-pink-400 mt-1 mr-2"></i>
|
||
<span class="text-sm"><span class="font-bold">LABUBU系列二手溢价率</span>（若跌破5倍，警惕IP热度衰退）</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-r from-pink-500 to-purple-600 rounded-xl p-6 text-center">
|
||
<p class="text-xl font-bold text-white">泡泡玛特已从"卖盲盒"进化为"卖文化符号"，<span class="text-yellow-300">海外定价权+品类杠杆</span>是下一轮估值跃升的核心。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold mb-6 text-pink-400 flex items-center">
|
||
<i class="fas fa-chart-bar mr-3"></i>关联股票数据
|
||
</h2>
|
||
|
||
<!-- 泡泡玛特概念 -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-bold mb-4 text-purple-300">泡泡玛特概念(250612)</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-gray-800 bg-opacity-50 rounded-xl overflow-hidden">
|
||
<thead>
|
||
<tr class="bg-gray-700 bg-opacity-50">
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-purple-300">股票名称</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-purple-300">分类</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-purple-300">相关性</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-purple-300">来源</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-purple-300">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">青木科技</td>
|
||
<td class="py-3 px-4">代运营</td>
|
||
<td class="py-3 px-4">天猫旗舰店运营服务商</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">天猫旗舰店运营服务商，来源互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">元隆雅图</td>
|
||
<td class="py-3 px-4">营销</td>
|
||
<td class="py-3 px-4">品牌营销推广项目上开业务合作</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">品牌营销推广项目合作，来源互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">天地在线</td>
|
||
<td class="py-3 px-4">营销</td>
|
||
<td class="py-3 px-4">与公司合作知名IP或客户包括泡泡玛特</td>
|
||
<td class="py-3 px-4">调研</td>
|
||
<td class="py-3 px-4">合作知名IP或客户包含泡泡玛特，来源调研</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">引力传媒</td>
|
||
<td class="py-3 px-4">营销</td>
|
||
<td class="py-3 px-4">创新营销服务</td>
|
||
<td class="py-3 px-4">半年报</td>
|
||
<td class="py-3 px-4">提供创新营销服务，来源半年报</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">易点天下</td>
|
||
<td class="py-3 px-4">营销</td>
|
||
<td class="py-3 px-4">泡泡玛特是公司重要客户，助力拓展品牌升级</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">重要客户且助力品牌升级，来源互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">壹网壹创</td>
|
||
<td class="py-3 px-4">营销</td>
|
||
<td class="py-3 px-4">深度合作泡泡玛特；外包装和礼盒</td>
|
||
<td class="py-3 px-4">年报/调研</td>
|
||
<td class="py-3 px-4">深度合作并涉及外包装和礼盒，来源年报/调研</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">青木科技</td>
|
||
<td class="py-3 px-4">面辅料</td>
|
||
<td class="py-3 px-4">网传公司为泡泡玛特旗下IP拉布斯布料核心供应商</td>
|
||
<td class="py-3 px-4">网传/互动</td>
|
||
<td class="py-3 px-4">网传为核心布料供应商，来源网传/互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">苏州龙杰</td>
|
||
<td class="py-3 px-4">面辅料</td>
|
||
<td class="py-3 px-4">公司动植物纤维产品中包含毛衫系列纤维可应用于毛绒玩具面料制造，销售客户里没有泡泡玛特</td>
|
||
<td class="py-3 px-4">网传/互动</td>
|
||
<td class="py-3 px-4">产品可应用于玩具面料但无直接合作，来源网传/互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">新北洋</td>
|
||
<td class="py-3 px-4">设备</td>
|
||
<td class="py-3 px-4">泡泡玛特盲盒机</td>
|
||
<td class="py-3 px-4">公开资料</td>
|
||
<td class="py-3 px-4">提供盲盒机设备，来源公开资料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">哈尔斯</td>
|
||
<td class="py-3 px-4">设备</td>
|
||
<td class="py-3 px-4">授权IP包括泡泡玛特</td>
|
||
<td class="py-3 px-4">公告</td>
|
||
<td class="py-3 px-4">授权IP合作，来源公告</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">壹网壹创</td>
|
||
<td class="py-3 px-4">授权合作</td>
|
||
<td class="py-3 px-4">公司与dzzz品牌合作泡泡玛特IP CRBABY、nyota</td>
|
||
<td class="py-3 px-4">媒体</td>
|
||
<td class="py-3 px-4">品牌合作涉及泡泡玛特IP，来源媒体</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">万达电影</td>
|
||
<td class="py-3 px-4">授权合作</td>
|
||
<td class="py-3 px-4">推出泡泡玛特"BabyMolly"衍生品</td>
|
||
<td class="py-3 px-4">年报</td>
|
||
<td class="py-3 px-4">推出衍生品，来源年报</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">众信旅游</td>
|
||
<td class="py-3 px-4">授权合作</td>
|
||
<td class="py-3 px-4">泡泡玛特城市乐园展务方授权合作伙伴之一</td>
|
||
<td class="py-3 px-4">年报</td>
|
||
<td class="py-3 px-4">城市乐园展务合作，来源年报</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">华侨城A</td>
|
||
<td class="py-3 px-4">授权合作</td>
|
||
<td class="py-3 px-4">深圳欢乐港湾泡泡玛特头部IP MOLLY</td>
|
||
<td class="py-3 px-4">年报</td>
|
||
<td class="py-3 px-4">头部IP合作，来源年报</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">中文在线</td>
|
||
<td class="py-3 px-4">共同投资</td>
|
||
<td class="py-3 px-4">公司与泡泡玛特共同投资了两点十分</td>
|
||
<td class="py-3 px-4">调研</td>
|
||
<td class="py-3 px-4">共同投资企业，来源调研</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">博瑞传播</td>
|
||
<td class="py-3 px-4">共同投资</td>
|
||
<td class="py-3 px-4">通过千禾创与泡泡玛特共同参股年轮有余公司</td>
|
||
<td class="py-3 px-4">工商</td>
|
||
<td class="py-3 px-4">共同参股公司，来源工商信息</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">畅联股份</td>
|
||
<td class="py-3 px-4">支持系统</td>
|
||
<td class="py-3 px-4">物流服务，重点拓展泡泡玛特</td>
|
||
<td class="py-3 px-4">年报</td>
|
||
<td class="py-3 px-4">提供物流服务，来源年报</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">汉朔科技</td>
|
||
<td class="py-3 px-4">支持系统</td>
|
||
<td class="py-3 px-4">电子价签业务合作泡泡玛特浮萍官店</td>
|
||
<td class="py-3 px-4">公告</td>
|
||
<td class="py-3 px-4">电子价签合作，来源公告</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">纳芯科技</td>
|
||
<td class="py-3 px-4">支持系统</td>
|
||
<td class="py-3 px-4">数字化转型</td>
|
||
<td class="py-3 px-4">年报</td>
|
||
<td class="py-3 px-4">数字化转型支持，来源年报</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">南凌科技</td>
|
||
<td class="py-3 px-4">支持系统</td>
|
||
<td class="py-3 px-4">泡泡玛特全国门店网络运维云管平台</td>
|
||
<td class="py-3 px-4">调研</td>
|
||
<td class="py-3 px-4">提供云管平台支持，来源调研</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">汇嘉时代</td>
|
||
<td class="py-3 px-4">商超入驻</td>
|
||
<td class="py-3 px-4">线下门店发售泡泡玛特相关产品</td>
|
||
<td class="py-3 px-4">官微</td>
|
||
<td class="py-3 px-4">线下门店销售合作，来源官微</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">中国中免</td>
|
||
<td class="py-3 px-4">商超入驻</td>
|
||
<td class="py-3 px-4">三亚国际免税城引入泡泡玛特快闪店</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">免税城引入快闪店，来源互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">银座股份</td>
|
||
<td class="py-3 px-4">商超入驻</td>
|
||
<td class="py-3 px-4">部分门店售卖泡泡玛特商品</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">门店销售商品，来源互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">欧亚集团</td>
|
||
<td class="py-3 px-4">商超入驻</td>
|
||
<td class="py-3 px-4">旗下门店欧亚卖场设有POPMART</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">卖场设有专柜，来源互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">东百集团</td>
|
||
<td class="py-3 px-4">商超入驻</td>
|
||
<td class="py-3 px-4">东百中心引进了泡泡玛特</td>
|
||
<td class="py-3 px-4">公告</td>
|
||
<td class="py-3 px-4">商场引进品牌，来源公告</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-bold text-pink-400">*ST阳光</td>
|
||
<td class="py-3 px-4">商超入驻</td>
|
||
<td class="py-3 px-4">旗下托管购物中心有泡泡玛特门店</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">托管中心设有门店，来源互动</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潮玩产业 -->
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-4 text-purple-300">潮玩产业(250616)</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-gray-800 bg-opacity-50 rounded-xl overflow-hidden">
|
||
<thead>
|
||
<tr class="bg-gray-700 bg-opacity-50">
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-purple-300">股票名称</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-purple-300">分类</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-purple-300">产业链</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-purple-300">相关性</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-purple-300">信息来源</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-purple-300">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">光线传媒</td>
|
||
<td class="py-3 px-4">影视</td>
|
||
<td class="py-3 px-4">光线传媒《哪吒之魔童降世》相关产品</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">机构调研</td>
|
||
<td class="py-3 px-4">互动，机构调研</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">上海电影</td>
|
||
<td class="py-3 px-4">影视</td>
|
||
<td class="py-3 px-4">上海电影《中国奇谭》《熊出没·狂野大陆》《喜羊羊与灰太狼》等IP</td>
|
||
<td class="py-3 px-4">机构调研</td>
|
||
<td class="py-3 px-4">机构调研</td>
|
||
<td class="py-3 px-4">机构调研</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">北京文化</td>
|
||
<td class="py-3 px-4">影视</td>
|
||
<td class="py-3 px-4">北京文化《封神三部曲》相关产品</td>
|
||
<td class="py-3 px-4">机构调研</td>
|
||
<td class="py-3 px-4">机构调研</td>
|
||
<td class="py-3 px-4">机构调研</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">奥飞娱乐</td>
|
||
<td class="py-3 px-4">潮玩</td>
|
||
<td class="py-3 px-4">奥飞娱乐IP衍生品开发</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">星辉娱乐</td>
|
||
<td class="py-3 px-4">潮玩</td>
|
||
<td class="py-3 px-4">星辉娱乐《星游记》IP衍生品</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">创源股份</td>
|
||
<td class="py-3 px-4">潮玩</td>
|
||
<td class="py-3 px-4">创源股份IP衍生品开发</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">晨光文具</td>
|
||
<td class="py-3 px-4">文创</td>
|
||
<td class="py-3 px-4">晨光文具文创产品</td>
|
||
<td class="py-3 px-4">机构调研</td>
|
||
<td class="py-3 px-4">机构调研</td>
|
||
<td class="py-3 px-4">机构调研</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">齐心集团</td>
|
||
<td class="py-3 px-4">文创</td>
|
||
<td class="py-3 px-4">齐心集团文创产品</td>
|
||
<td class="py-3 px-4">机构调研</td>
|
||
<td class="py-3 px-4">机构调研</td>
|
||
<td class="py-3 px-4">机构调研</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">姚记科技</td>
|
||
<td class="py-3 px-4">游戏</td>
|
||
<td class="py-3 px-4">姚记科技《捕鱼来了》等游戏IP</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">三七互娱</td>
|
||
<td class="py-3 px-4">游戏</td>
|
||
<td class="py-3 px-4">三七互娱《斗罗大陆》《奇迹MU》等游戏IP</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">完美世界</td>
|
||
<td class="py-3 px-4">游戏</td>
|
||
<td class="py-3 px-4">完美世界《诛仙》《完美世界》等游戏IP</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">吉比特</td>
|
||
<td class="py-3 px-4">游戏</td>
|
||
<td class="py-3 px-4">吉比特《问道》《一念逍遥》等游戏IP</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">恺英网络</td>
|
||
<td class="py-3 px-4">游戏</td>
|
||
<td class="py-3 px-4">恺英网络《蓝月传奇》《刀剑神域》等游戏IP</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">宝通科技</td>
|
||
<td class="py-3 px-4">游戏</td>
|
||
<td class="py-3 px-4">宝通科技《斗罗大陆》《传奇》等游戏IP</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">游族网络</td>
|
||
<td class="py-3 px-4">游戏</td>
|
||
<td class="py-3 px-4">游族网络《三体》《女神联盟》等游戏IP</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">电魂网络</td>
|
||
<td class="py-3 px-4">游戏</td>
|
||
<td class="py-3 px-4">电魂网络《梦三国》《野蛮人大作战》等游戏IP</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">盛天网络</td>
|
||
<td class="py-3 px-4">游戏</td>
|
||
<td class="py-3 px-4">盛天网络《三国志·战略版》等游戏IP</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">顺网科技</td>
|
||
<td class="py-3 px-4">游戏</td>
|
||
<td class="py-3 px-4">顺网科技《网咖》等游戏IP</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">迅游科技</td>
|
||
<td class="py-3 px-4">游戏</td>
|
||
<td class="py-3 px-4">迅游科技《迅游加速器》等游戏IP</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">平治信息</td>
|
||
<td class="py-3 px-4">游戏</td>
|
||
<td class="py-3 px-4">平治信息《元宇宙》等游戏IP</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">天舟文化</td>
|
||
<td class="py-3 px-4">游戏</td>
|
||
<td class="py-3 px-4">天舟文化《放置江湖》等游戏IP</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">鼎龙文化</td>
|
||
<td class="py-3 px-4">游戏</td>
|
||
<td class="py-3 px-4">鼎龙文化《永恒之塔》等游戏IP</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">天润数娱</td>
|
||
<td class="py-3 px-4">游戏</td>
|
||
<td class="py-3 px-4">天润数娱《斗破苍穹》等游戏IP</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">天神娱乐</td>
|
||
<td class="py-3 px-4">游戏</td>
|
||
<td class="py-3 px-4">天神娱乐《傲世西游》等游戏IP</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">凯撒文化</td>
|
||
<td class="py-3 px-4">游戏</td>
|
||
<td class="py-3 px-4">凯撒文化《火影忍者》等游戏IP</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">天娱数娱</td>
|
||
<td class="py-3 px-4">游戏</td>
|
||
<td class="py-3 px-4">天娱数娱《斗罗大陆》等游戏IP</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">盛讯达</td>
|
||
<td class="py-3 px-4">游戏</td>
|
||
<td class="py-3 px-4">盛讯达《街头篮球》等游戏IP</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">中青宝</td>
|
||
<td class="py-3 px-4">游戏</td>
|
||
<td class="py-3 px-4">中青宝《抗战》等游戏IP</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-bold text-pink-400">掌趣科技</td>
|
||
<td class="py-3 px-4">游戏</td>
|
||
<td class="py-3 px-4">掌趣科技《全民奇迹》等游戏IP</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Scripts -->
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||
<script src="https://cdnjs.cloudflare.com/ajax/libs/three.js/r134/three.min.js"></script>
|
||
<script src="https://cdnjs.cloudflare.com/ajax/libs/vanta/0.5.24/vanta.waves.min.js"></script>
|
||
|
||
<script>
|
||
// Initialize Vanta.js waves effect
|
||
VANTA.WAVES({
|
||
el: "#vanta-bg",
|
||
mouseControls: true,
|
||
touchControls: true,
|
||
gyroControls: false,
|
||
minHeight: 200.00,
|
||
minWidth: 200.00,
|
||
scale: 1.00,
|
||
scaleMobile: 1.00,
|
||
color: 0x764ba2,
|
||
shininess: 30.00,
|
||
waveHeight: 10.00,
|
||
waveSpeed: 0.75,
|
||
zoom: 0.75
|
||
});
|
||
|
||
// 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 animation on scroll
|
||
const observerOptions = {
|
||
root: null,
|
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rootMargin: '0px',
|
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threshold: 0.1
|
||
};
|
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|
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const observer = new IntersectionObserver((entries) => {
|
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entries.forEach(entry => {
|
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if (entry.isIntersecting) {
|
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entry.target.style.opacity = 1;
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entry.target.style.transform = 'translateY(0)';
|
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}
|
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});
|
||
}, observerOptions);
|
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|
||
document.querySelectorAll('.card-hover').forEach(el => {
|
||
el.style.opacity = 0;
|
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el.style.transform = 'translateY(20px)';
|
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el.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
|
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observer.observe(el);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |