558 lines
34 KiB
HTML
558 lines
34 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>物流行业洞察报告</title>
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" 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 & DaisyUI -->
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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', sans-serif;
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background: linear-gradient(135deg, #f5f7fa 0%, #c3cfe2 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, 0.9);
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box-shadow: 0 8px 32px 0 rgba(31, 38, 135, 0.15);
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border: 1px solid rgba(255, 255, 255, 0.18);
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transition: all 0.3s ease;
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.card:hover {
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transform: translateY(-5px);
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box-shadow: 0 12px 40px 0 rgba(31, 38, 135, 0.25);
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}
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.gradient-text {
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background: linear-gradient(90deg, #1a73e8, #0d47a1);
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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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.table-container {
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overflow-x: auto;
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}
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.table {
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min-width: 100%;
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}
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@media (max-width: 768px) {
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.card {
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margin-bottom: 1rem;
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}
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}
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.highlight {
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background-color: rgba(26, 115, 232, 0.1);
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padding: 2px 4px;
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border-radius: 3px;
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font-weight: 600;
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}
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position: relative;
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padding-left: 20px;
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}
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.timeline-dot::before {
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content: '';
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height: 8px;
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background-color: #1a73e8;
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border-radius: 50%;
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}
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#particles-js {
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position: fixed;
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width: 100%;
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height: 100%;
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top: 0;
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left: 0;
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z-index: -1;
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}
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</style>
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</head>
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<body>
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- 标题部分 -->
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<div class="text-center mb-10">
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<h1 class="text-4xl md:text-5xl font-bold gradient-text mb-4">物流行业洞察报告</h1>
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<p class="text-gray-600 text-lg">政策与技术双轮驱动下的效率革命</p>
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</div>
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<!-- 概念事件 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-calendar-alt mr-3 text-blue-600"></i>概念事件
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</h2>
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<div class="space-y-4">
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<div class="timeline-dot">
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<p class="font-semibold text-gray-700">2024-11-27</p>
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<p class="text-gray-600">中办、国办印发《有效降低全社会物流成本行动方案》，明确<span class="highlight">"结构性降本"</span>路径，提出<span class="highlight">多式联运、冷链、铁路、农村物流</span>四大补短板方向，并首次将<span class="highlight">"物流数科央企"</span>纳入顶层设计（招商局、中国物流集团等参与组建）。</p>
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</div>
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<div class="timeline-dot">
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<p class="font-semibold text-gray-700">2024-12-20</p>
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<p class="text-gray-600">国务院直管的首家物流数科央企成立，整合<span class="highlight">公路、铁路、航空、口岸</span>全场景数据，目标构建<span class="highlight">国家级物流大数据平台</span>，直接关联标的：<span class="highlight">云赛智联（上海数据集团）、中远海科（航运数据）、上海钢联（商贸物流）、通行宝（公路数字化）</span>。</p>
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</div>
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<div class="timeline-dot">
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<p class="font-semibold text-gray-700">2025-05-29</p>
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<p class="text-gray-600">无人物流车产业加速，顺丰无人车队从<span class="highlight">2024年600台扩产至2025年6000台</span>，九识智投交付周期延长至<span class="highlight">6个月</span>（产能利用率120%），政策端<span class="highlight">103城开放路权</span>（工信部2024）。</p>
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</div>
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<div class="timeline-dot">
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<p class="font-semibold text-gray-700">2025-06-09</p>
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<p class="text-gray-600">物流板块盘中异动，<span class="highlight">中创物流直线涨停</span>，飞力达、普路通等跟涨，催化因素或为<span class="highlight">低空物流+无人物流车</span>政策预期叠加。</p>
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</div>
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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="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-lightbulb mr-3 text-yellow-500"></i>核心观点摘要
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</h2>
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<div class="bg-blue-50 rounded-lg p-4 border-l-4 border-blue-500">
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<p class="text-gray-700">物流行业正从<span class="highlight">"规模扩张"</span>转向<span class="highlight">"效率驱动"</span>的新阶段，政策与技术双轮催化下，<span class="highlight">数字化（物流云、数据要素）、自动化（无人车、智能仓）、绿色化（新能源装备）</span>成为三大主线。<span class="highlight">短期看政策落地（数科央企、路权开放），中期看技术渗透率（无人车从1.5%→3.2%），长期看供应链重构（全托管模式倒逼4PL能力）</span>。</p>
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</div>
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</div>
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<!-- 概念的核心逻辑与市场认知分析 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-chart-line mr-3 text-green-600"></i>概念的核心逻辑与市场认知分析
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</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold text-gray-700 mb-3">核心驱动力</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-gray-50 p-4 rounded-lg">
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<h4 class="font-semibold text-gray-700 mb-2 flex items-center">
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<i class="fas fa-landmark mr-2 text-blue-500"></i>政策端
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</h4>
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<p class="text-gray-600 text-sm">从"降本"到"增效"，2024年政策密度创历史新高。《行动方案》明确2025年社会物流总费用/GDP降至12%以下（当前14.1%），倒逼<span class="highlight">多式联运（公转铁/水）、冷链、农村物流</span>投资加速。</p>
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</div>
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<div class="bg-gray-50 p-4 rounded-lg">
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<h4 class="font-semibold text-gray-700 mb-2 flex items-center">
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<i class="fas fa-microchip mr-2 text-purple-500"></i>技术端
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</h4>
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<p class="text-gray-600 text-sm"><span class="highlight">无人配送</span>（顺丰6000台规划）、<span class="highlight">物流云</span>（阿里云/华为云渗透率提升）、<span class="highlight">数据要素</span>（国家级平台整合万亿级数据资产）形成闭环。</p>
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</div>
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<div class="bg-gray-50 p-4 rounded-lg">
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<h4 class="font-semibold text-gray-700 mb-2 flex items-center">
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<i class="fas fa-shopping-cart mr-2 text-red-500"></i>需求端
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</h4>
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<p class="text-gray-600 text-sm">跨境电商GMV 2024年达<span class="highlight">3.7万亿</span>（CAGR 26%），全托管模式（Temu/SHEIN）推动<span class="highlight">4PL分段招标</span>，物流企业需具备<span class="highlight">干线+清关+海外仓</span>全链路能力。</p>
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</div>
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</div>
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</div>
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<div class="mb-6">
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<h3 class="text-xl font-semibold text-gray-700 mb-3">市场热度与情绪</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="bg-yellow-50 p-4 rounded-lg">
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<h4 class="font-semibold text-gray-700 mb-2">研报密集度</h4>
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<p class="text-gray-600 text-sm">2024Q4以来，<span class="highlight">中金、天风、浙商</span>等机构连发10+篇深度报告，聚焦<span class="highlight">东航物流（航空干线）、长久物流（汽车出口）、华贸物流（跨境电商）</span>。</p>
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</div>
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<div class="bg-orange-50 p-4 rounded-lg">
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<h4 class="font-semibold text-gray-700 mb-2">情绪分歧</h4>
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<p class="text-gray-600 text-sm">乐观派认为<span class="highlight">政策+技术</span>将复制2020-2021年快递行业估值扩张；谨慎派担忧<span class="highlight">运价周期</span>（如2023年空运运价回落50%）和<span class="highlight">产能过剩</span>（2025年滚装船运力或过剩）。</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-semibold text-gray-700 mb-3">预期差分析</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="bg-purple-50 p-4 rounded-lg">
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<h4 class="font-semibold text-gray-700 mb-2">市场忽略点1</h4>
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<p class="text-gray-600 text-sm"><span class="highlight">物流数科央企</span>的<span class="highlight">数据变现能力</span>未被定价。其整合的<span class="highlight">公路、铁路、航空、口岸</span>数据可衍生<span class="highlight">供应链金融、动态定价</span>等增值服务（参考<span class="highlight">通行宝</span>ETC数据变现模式）。</p>
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</div>
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<div class="bg-indigo-50 p-4 rounded-lg">
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<h4 class="font-semibold text-gray-700 mb-2">市场忽略点2</h4>
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<p class="text-gray-600 text-sm"><span class="highlight">无人车渗透率</span>提升或超预期。顺丰6000台规划对应<span class="highlight">2025年快递总量1%替代</span>，但<span class="highlight">人力缺口2000万</span>可能加速替代（参考美团无人机上海嘉定300站点落地）。</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="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-rocket mr-3 text-indigo-600"></i>关键催化剂与未来发展路径
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</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold text-gray-700 mb-3">近期催化剂（3-6个月）</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 p-2 mr-3 mt-1">
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<span class="text-blue-700 font-bold">1</span>
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</div>
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<p class="text-gray-600"><span class="highlight">物流数科央企</span>首批数据产品发布（预计2025Q1），<span class="highlight">云赛智联、中远海科</span>或参与运营。</p>
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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 p-2 mr-3 mt-1">
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<span class="text-blue-700 font-bold">2</span>
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</div>
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<p class="text-gray-600"><span class="highlight">无人车路权</span>第三批开放城市名单（预计2025Q2），<span class="highlight">中邮科技（邮政市占率70%）</span>直接受益。</p>
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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 p-2 mr-3 mt-1">
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<span class="text-blue-700 font-bold">3</span>
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</div>
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<p class="text-gray-600"><span class="highlight">跨境电商旺季</span>（黑五+圣诞备货），<span class="highlight">东航物流</span>欧美线运价或反弹至<span class="highlight">50元/kg</span>（当前45元/kg）。</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-semibold text-gray-700 mb-3">长期发展路径</h3>
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<div class="space-y-4">
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<div class="flex items-center">
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<div class="bg-gradient-to-r from-blue-500 to-blue-700 text-white rounded-lg p-3 w-32 text-center font-semibold mr-4">
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2025-2027
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</div>
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<p class="text-gray-600">政策驱动<span class="highlight">基础设施补短板</span>（冷链、农村物流），<span class="highlight">REITs</span>盘活存量资产（如<span class="highlight">盐田港REIT</span>年化分红4%）。</p>
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</div>
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<div class="flex items-center">
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<div class="bg-gradient-to-r from-purple-500 to-purple-700 text-white rounded-lg p-3 w-32 text-center font-semibold mr-4">
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2027-2030
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</div>
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<p class="text-gray-600">技术驱动<span class="highlight">无人化渗透率</span>达<span class="highlight">10%</span>（当前1.5%），<span class="highlight">物流云</span>市场规模突破<span class="highlight">1500亿</span>（2024年387亿）。</p>
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</div>
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<div class="flex items-center">
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<div class="bg-gradient-to-r from-green-500 to-green-700 text-white rounded-lg p-3 w-32 text-center font-semibold mr-4">
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2030+
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</div>
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<p class="text-gray-600">供应链重构完成，<span class="highlight">4PL龙头</span>市占率超<span class="highlight">30%</span>（当前不足3%），<span class="highlight">数据要素</span>成为核心盈利点。</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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<!-- 产业链与核心公司深度剖析 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-sitemap mr-3 text-teal-600"></i>产业链与核心公司深度剖析
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</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold text-gray-700 mb-3">产业链图谱</h3>
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<div class="bg-gray-50 p-4 rounded-lg">
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<div class="flex flex-col md:flex-row justify-between items-center mb-4">
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<div class="text-center mb-4 md:mb-0">
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<div class="bg-blue-100 rounded-lg p-3 mb-2">
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<h4 class="font-semibold text-blue-700">上游</h4>
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</div>
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<p class="text-sm text-gray-600">芯片/传感器（华为鲲鹏、阿里CIPU）→无人车制造（九识智投、中邮科技）</p>
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</div>
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<div class="text-center mb-4 md:mb-0">
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<div class="bg-purple-100 rounded-lg p-3 mb-2">
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<h4 class="font-semibold text-purple-700">中游</h4>
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</div>
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<p class="text-sm text-gray-600">物流云（阿里云、华为云）→数据运营（云赛智联、通行宝）</p>
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</div>
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<div class="text-center">
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<div class="bg-green-100 rounded-lg p-3 mb-2">
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<h4 class="font-semibold text-green-700">下游</h4>
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</div>
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<p class="text-sm text-gray-600">场景应用（航空干线、汽车物流、冷链等）</p>
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</div>
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</div>
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<div class="mt-4">
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<h5 class="font-semibold text-gray-700 mb-2">下游应用细分：</h5>
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<ul class="text-sm text-gray-600 space-y-1">
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<li>• <span class="highlight">航空干线</span>：东航物流（欧美线市占率58%）、华贸物流（跨境电商直客占比42%）</li>
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<li>• <span class="highlight">汽车物流</span>：长久物流（滚装船运价11万美元/天→2025年运力缺口6%）</li>
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<li>• <span class="highlight">冷链</span>：顺丰冷链（98亿收入）、京东物流（40万㎡冷库）</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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<h3 class="text-xl font-semibold text-gray-700 mb-3">核心玩家对比</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-white rounded-lg overflow-hidden">
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<thead class="bg-gray-100">
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<tr>
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<th class="py-3 px-4 text-left text-gray-700 font-semibold">公司</th>
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<th class="py-3 px-4 text-left text-gray-700 font-semibold">核心逻辑</th>
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<th class="py-3 px-4 text-left text-gray-700 font-semibold">验证数据</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-semibold text-blue-600">东航物流</td>
|
||
<td class="py-3 px-4 text-gray-600">航空干线+跨境电商双重弹性</td>
|
||
<td class="py-3 px-4 text-gray-600">2024年欧美线运价同比+20%，Q1长协价锁定50%</td>
|
||
<td class="py-3 px-4 text-gray-600">客机腹舱恢复超预期</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-semibold text-blue-600">长久物流</td>
|
||
<td class="py-3 px-4 text-gray-600">汽车出口+新能源电池回收</td>
|
||
<td class="py-3 px-4 text-gray-600">2024年净利润同比+370%，滚装船"长久星"回本周期2年</td>
|
||
<td class="py-3 px-4 text-gray-600">2025年新船交付过剩</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-blue-600">华贸物流</td>
|
||
<td class="py-3 px-4 text-gray-600">跨境电商4PL转型</td>
|
||
<td class="py-3 px-4 text-gray-600">直客占比42%→毛利率18%（高于货代均值12%）</td>
|
||
<td class="py-3 px-4 text-gray-600">平台政策变动（Temu扣罚）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3 text-red-600"></i>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 p-4 rounded-lg">
|
||
<h3 class="text-lg font-semibold text-gray-700 mb-2 flex items-center">
|
||
<i class="fas fa-microchip mr-2 text-red-500"></i>技术风险
|
||
</h3>
|
||
<p class="text-gray-600 text-sm"><span class="highlight">无人车</span>：L4级自动驾驶在<span class="highlight">复杂城市场景</span>（如暴雨、施工路段）的可靠性未验证，<span class="highlight">九识智投</span>交付周期延长反映技术瓶颈。</p>
|
||
</div>
|
||
|
||
<div class="bg-orange-50 p-4 rounded-lg">
|
||
<h3 class="text-lg font-semibold text-gray-700 mb-2 flex items-center">
|
||
<i class="fas fa-dollar-sign mr-2 text-orange-500"></i>商业化风险
|
||
</h3>
|
||
<p class="text-gray-600 text-sm"><span class="highlight">物流云</span>：中小物流企业<span class="highlight">上云成本</span>（年均50万/企业）可能抑制渗透率，<span class="highlight">阿里云</span>2024年物流客户续费率仅<span class="highlight">65%</span>（低于政务85%）。</p>
|
||
</div>
|
||
|
||
<div class="bg-yellow-50 p-4 rounded-lg">
|
||
<h3 class="text-lg font-semibold text-gray-700 mb-2 flex items-center">
|
||
<i class="fas fa-balance-scale mr-2 text-yellow-500"></i>政策与竞争风险
|
||
</h3>
|
||
<p class="text-gray-600 text-sm"><span class="highlight">数据要素</span>：<span class="highlight">国家级平台</span>与<span class="highlight">地方国资</span>（如上海数据集团）存在<span class="highlight">数据权属争议</span>，可能影响<span class="highlight">云赛智联</span>等运营主体盈利分成。</p>
|
||
</div>
|
||
|
||
<div class="bg-purple-50 p-4 rounded-lg">
|
||
<h3 class="text-lg font-semibold text-gray-700 mb-2 flex items-center">
|
||
<i class="fas fa-search mr-2 text-purple-500"></i>信息交叉验证风险
|
||
</h3>
|
||
<p class="text-gray-600 text-sm"><span class="highlight">运价数据矛盾</span>：中金路演称2024年欧美线运价<span class="highlight">45元/kg</span>，但东航物流年报显示<span class="highlight">长协价仅35元/kg</span>，差异或源于<span class="highlight">即期价vs长协价</span>统计口径。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-trophy mr-3 text-yellow-500"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-3">阶段判断</h3>
|
||
<div class="bg-gradient-to-r from-blue-50 to-indigo-50 p-4 rounded-lg">
|
||
<p class="text-gray-700">物流概念处于<span class="highlight">"政策驱动→技术验证"过渡期</span>，<span class="highlight">短期主题炒作</span>（如无人车、数据要素）与<span class="highlight">中期基本面改善</span>（跨境电商、冷链需求）并存。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-3">投资方向</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<div class="bg-blue-100 rounded-full p-2 mr-3 mt-1">
|
||
<span class="text-blue-700 font-bold">1</span>
|
||
</div>
|
||
<p class="text-gray-600"><span class="highlight">数据要素</span>：<span class="highlight">云赛智联</span>（上海数据集团唯一上市平台）——<span class="highlight">政策红利+数据变现</span>双重催化。</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-blue-100 rounded-full p-2 mr-3 mt-1">
|
||
<span class="text-blue-700 font-bold">2</span>
|
||
</div>
|
||
<p class="text-gray-600"><span class="highlight">无人车</span>：<span class="highlight">中邮科技</span>（邮政体系70%市占率）——<span class="highlight">路权开放+订单放量</span>弹性最大。</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-blue-100 rounded-full p-2 mr-3 mt-1">
|
||
<span class="text-blue-700 font-bold">3</span>
|
||
</div>
|
||
<p class="text-gray-600"><span class="highlight">航空干线</span>：<span class="highlight">东航物流</span>——<span class="highlight">运价周期+跨境电商</span>戴维斯双击。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-3">跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-gray-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-gray-700 mb-2 flex items-center">
|
||
<i class="fas fa-car mr-2 text-blue-500"></i>无人车
|
||
</h4>
|
||
<p class="text-gray-600 text-sm">顺丰/京东无人车月度投放量（2025年目标6000/2000台）</p>
|
||
</div>
|
||
<div class="bg-gray-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-gray-700 mb-2 flex items-center">
|
||
<i class="fas fa-database mr-2 text-purple-500"></i>数据要素
|
||
</h4>
|
||
<p class="text-gray-600 text-sm">物流数科央企首批数据产品GMV（预计2025Q1超<span class="highlight">10亿元</span>）</p>
|
||
</div>
|
||
<div class="bg-gray-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-gray-700 mb-2 flex items-center">
|
||
<i class="fas fa-chart-line mr-2 text-green-500"></i>运价
|
||
</h4>
|
||
<p class="text-gray-600 text-sm">TAC上海-洛杉矶空运指数（当前<span class="highlight">4500点</span>，突破5000点将触发板块行情）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-table mr-3 text-blue-600"></i>关联股票数据
|
||
</h2>
|
||
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
|
||
<thead class="bg-gray-100">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">股票代码</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">股票名称</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">分类</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody id="stockTableBody">
|
||
<!-- 股票数据将通过JavaScript动态填充 -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("particles-js", {
|
||
background: {
|
||
color: {
|
||
value: "transparent",
|
||
},
|
||
},
|
||
fpsLimit: 60,
|
||
particles: {
|
||
color: {
|
||
value: "#1a73e8",
|
||
},
|
||
links: {
|
||
color: "#1a73e8",
|
||
distance: 150,
|
||
enable: true,
|
||
opacity: 0.3,
|
||
width: 1,
|
||
},
|
||
move: {
|
||
direction: "none",
|
||
enable: true,
|
||
outModes: {
|
||
default: "bounce",
|
||
},
|
||
random: false,
|
||
speed: 1,
|
||
straight: false,
|
||
},
|
||
number: {
|
||
density: {
|
||
enable: true,
|
||
area: 800,
|
||
},
|
||
value: 60,
|
||
},
|
||
opacity: {
|
||
value: 0.3,
|
||
},
|
||
shape: {
|
||
type: "circle",
|
||
},
|
||
size: {
|
||
value: { min: 1, max: 3 },
|
||
},
|
||
},
|
||
detectRetina: true,
|
||
});
|
||
|
||
// 股票数据
|
||
const stockData = [{'物流(240223)': [{'stock': '顺丰控股', '分类': '快递', 'reason': '属于快递分类'}, {'stock': '圆通速递', '分类': '快递', 'reason': '属于快递分类'}, {'stock': '韵达股份', '分类': '快递', 'reason': '属于快递分类'}, {'stock': '德邦股份', '分类': '快递', 'reason': '属于快递分类'}, {'stock': '申通快递', '分类': '快递', 'reason': '属于快递分类'}, {'stock': '中国外运', '分类': '海运代理', 'reason': '属于海运代理分类'}, {'stock': 'ST天顺', '分类': '海运代理', 'reason': '属于海运代理分类'}, {'stock': '中国铁物', '分类': '铁路物流', 'reason': '属于铁路物流分类'}, {'stock': 'ST天顺', '分类': '铁路物流', 'reason': '属于铁路物流分类'}, {'stock': '建发股份', '分类': '供应链', 'reason': '属于供应链分类'}, {'stock': '物产中大', '分类': '供应链', 'reason': '属于供应链分类'}, {'stock': '厦门国贸', '分类': '供应链', 'reason': '属于供应链分类'}, {'stock': '厦门象屿', '分类': '供应链', 'reason': '属于供应链分类'}, {'stock': '传化智联', '分类': '供应链', 'reason': '属于供应链分类'}, {'stock': '怡亚通', '分类': '供应链', 'reason': '属于供应链分类'}, {'stock': '嘉诚国际', '分类': '供应链', 'reason': '属于供应链分类'}, {'stock': '畅联股份', '分类': '供应链', 'reason': '属于供应链分类'}, {'stock': '上海雅仕', '分类': '供应链', 'reason': '属于供应链分类'}, {'stock': 'ST万林', '分类': '供应链', 'reason': '属于供应链分类'}, {'stock': '原尚股份', '分类': '供应链', 'reason': '属于供应链分类'}, {'stock': '东航物流', '分类': '航空货运', 'reason': '属于航空货运分类'}, {'stock': '嘉友国际', '分类': '国际货代', 'reason': '属于国际货代分类'}, {'stock': '华贸物流', '分类': '国际货代', 'reason': '属于国际货代分类'}, {'stock': '中创物流', '分类': '国际货代', 'reason': '属于国际货代分类'}, {'stock': '海程邦达', '分类': '国际货代', 'reason': '属于国际货代分类'}, {'stock': '飞力达', '分类': '国际货代', 'reason': '属于国际货代分类'}, {'stock': '华光源海', '分类': '国际货代', 'reason': '属于国际货代分类'}, {'stock': '中储股份', '分类': '仓储物流', 'reason': '属于仓储物流分类'}, {'stock': '物产环能', '分类': '煤炭流通', 'reason': '属于煤炭流通分类'}, {'stock': '瑞茂通', '分类': '煤炭流通', 'reason': '属于煤炭流通分类'}, {'stock': '广汇能源', '分类': '煤炭流通', 'reason': '属于煤炭流通分类'}, {'stock': '密尔克卫', '分类': '危化品运输', 'reason': '属于危化品运输分类'}, {'stock': '永泰运', '分类': '危化品运输', 'reason': '属于危化品运输分类'}, {'stock': '宏川智慧', '分类': '石化物流', 'reason': '属于石化物流分类'}, {'stock': '恒基达鑫', '分类': '石化物流', 'reason': '属于石化物流分类'}, {'stock': '长久物流', '分类': '汽车物流', 'reason': '属于汽车物流分类'}, {'stock': '海晨股份', '分类': '汽车物流', 'reason': '属于汽车物流分类'}, {'stock': '长江投资', '分类': '汽车物流', 'reason': '属于汽车物流分类'}, {'stock': '三羊马', '分类': '汽车物流', 'reason': '属于汽车物流分类'}, {'stock': '福然德', '分类': '大宗物流', 'reason': '属于大宗物流分类'}, {'stock': '浙商中拓', '分类': '大宗物流', 'reason': '属于大宗物流分类'}, {'stock': '保税科技', '分类': '大宗物流', 'reason': '属于大宗物流分类'}, {'stock': '龙洲股份', '分类': '大宗物流', 'reason': '属于大宗物流分类'}, {'stock': '炬申股份', '分类': '大宗物流', 'reason': '属于大宗物流分类'}, {'stock': '东方嘉盛', '分类': '电子供应链', 'reason': '属于电子供应链分类'}, {'stock': '普路通', '分类': '电子供应链', 'reason': '属于电子供应链分类'}, {'stock': '新宁物流', '分类': '电子供应链', 'reason': '属于电子供应链分类'}, {'stock': '音飞储存', '分类': '物流装备', 'reason': '属于物流装备分类'}, {'stock': '中国外运', '分类': '国资', 'reason': '属于国资分类'}, {'stock': '厦门象屿', '分类': '国资', 'reason': '属于国资分类'}, {'stock': '中储股份', '分类': '国资', 'reason': '属于国资分类'}, {'stock': '华贸物流', '分类': '国资', 'reason': '属于国资分类'}, {'stock': '建发股份', '分类': '国资', 'reason': '属于国资分类'}, {'stock': '物产中大', '分类': '国资', 'reason': '属于国资分类'}, {'stock': '浙商中拓', '分类': '国资', 'reason': '属于国资分类'}, {'stock': '保税科技', '分类': '国资', 'reason': '属于国资分类'}, {'stock': '厦门国贸', '分类': '国资', 'reason': '属于国资分类'}, {'stock': '畅联股份', '分类': '国资', 'reason': '属于国资分类'}, {'stock': '东航物流', '分类': '国资', 'reason': '属于国资分类'}, {'stock': '音飞储存', '分类': '国资', 'reason': '属于国资分类'}, {'stock': '龙洲股份', '分类': '国资', 'reason': '属于国资分类'}, {'stock': '怡亚通', '分类': '国资', 'reason': '属于国资分类'}, {'stock': '物产环能', '分类': '国资', 'reason': '属于国资分类'}, {'stock': '中国铁物', '分类': '国资', 'reason': '属于国资分类'}, {'stock': '长江投资', '分类': '国资', 'reason': '属于国资分类'}, {'stock': '上海雅仕', '分类': '国资', 'reason': '属于国资分类'}]}];
|
||
|
||
// 填充股票数据表格
|
||
function fillStockTable() {
|
||
const tableBody = document.getElementById('stockTableBody');
|
||
const stocks = stockData[0]['物流(240223)'];
|
||
|
||
// 去重股票
|
||
const uniqueStocks = {};
|
||
stocks.forEach(stock => {
|
||
if (!uniqueStocks[stock.stock]) {
|
||
uniqueStocks[stock.stock] = {
|
||
name: stock.stock,
|
||
categories: [stock分类],
|
||
reasons: [stock.reason]
|
||
};
|
||
} else {
|
||
if (!uniqueStocks[stock.stock].categories.includes(stock.分类)) {
|
||
uniqueStocks[stock.stock].categories.push(stock.分类);
|
||
}
|
||
if (!uniqueStocks[stock.stock].reasons.includes(stock.reason)) {
|
||
uniqueStocks[stock.stock].reasons.push(stock.reason);
|
||
}
|
||
}
|
||
});
|
||
|
||
// 填充表格
|
||
Object.values(uniqueStocks).forEach(stock => {
|
||
const row = document.createElement('tr');
|
||
row.className = 'border-b border-gray-200 hover:bg-gray-50';
|
||
|
||
// 股票代码列（使用占位符）
|
||
const codeCell = document.createElement('td');
|
||
codeCell.className = 'py-3 px-4 text-gray-600';
|
||
codeCell.textContent = '----';
|
||
|
||
// 股票名称列
|
||
const nameCell = document.createElement('td');
|
||
nameCell.className = 'py-3 px-4 font-semibold text-blue-600';
|
||
nameCell.textContent = stock.name;
|
||
|
||
// 分类列
|
||
const categoryCell = document.createElement('td');
|
||
categoryCell.className = 'py-3 px-4';
|
||
const categorySpan = document.createElement('span');
|
||
categorySpan.className = 'inline-block bg-blue-100 text-blue-800 text-xs px-2 py-1 rounded-full mr-1 mb-1';
|
||
categorySpan.textContent = stock.categories.join(', ');
|
||
categoryCell.appendChild(categorySpan);
|
||
|
||
// 原因列
|
||
const reasonCell = document.createElement('td');
|
||
reasonCell.className = 'py-3 px-4 text-gray-600 text-sm';
|
||
reasonCell.textContent = stock.reasons.join(', ');
|
||
|
||
row.appendChild(codeCell);
|
||
row.appendChild(nameCell);
|
||
row.appendChild(categoryCell);
|
||
row.appendChild(reasonCell);
|
||
|
||
tableBody.appendChild(row);
|
||
});
|
||
}
|
||
|
||
// 页面加载完成后填充表格
|
||
document.addEventListener('DOMContentLoaded', fillStockTable);
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |