571 lines
31 KiB
HTML
571 lines
31 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>芬太尼管制概念分析报告</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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<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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<!-- DaisyUI -->
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/themes.css" rel="stylesheet" type="text/css" />
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<!-- Custom 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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.section-card {
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background: rgba(255, 255, 255, 0.9);
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backdrop-filter: blur(10px);
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border-radius: 16px;
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box-shadow: 0 4px 30px rgba(0, 0, 0, 0.1);
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border: 1px solid rgba(255, 255, 255, 0.3);
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}
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.highlight-text {
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background: linear-gradient(90deg, #3b82f6 0%, #6366f1 100%);
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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-responsive {
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overflow-x: auto;
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}
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@media (max-width: 768px) {
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.section-card {
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margin-bottom: 1.5rem;
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}
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}
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.badge {
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display: inline-flex;
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align-items: center;
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padding: 0.25rem 0.75rem;
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border-radius: 9999px;
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font-size: 0.75rem;
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background-color: #dcfce7;
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background-color: #fef9c3;
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background-color: #fee2e2;
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}
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.particle-container {
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position: fixed;
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top: 0;
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left: 0;
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width: 100%;
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height: 100%;
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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 class="p-4 md:p-8">
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<div id="particles-js" class="particle-container"></div>
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<div class="max-w-7xl mx-auto">
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<!-- 标题部分 -->
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<div class="section-card p-6 mb-8 text-center">
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<h1 class="text-3xl md:text-4xl font-bold mb-4 highlight-text">芬太尼管制概念分析报告</h1>
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<p class="text-gray-600 max-w-3xl mx-auto">
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芬太尼管制已从"政策博弈"进入"产业壁垒兑现期"，中国通过白皮书确立全球最严管制框架，而美国将芬太尼问题政治化，形成"政策免疫+地缘政治溢价"的双重逻辑。
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</p>
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</div>
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<!-- 概念事件 -->
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<div class="section-card p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 text-gray-800 flex items-center">
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<i class="fas fa-calendar-alt mr-3 text-blue-500"></i>概念事件
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-blue-50 p-4 rounded-lg border-l-4 border-blue-500">
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<h3 class="font-semibold text-lg mb-2">背景</h3>
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<p class="text-gray-700 text-sm">
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芬太尼是一种强效合成阿片类镇痛药，镇痛效力约为吗啡的50-100倍，但因其高成瘾性和致死风险（<span class="font-bold">2mg即可致死</span>），已成为全球毒品滥用危机的核心。美国CDC数据显示，2023年合成阿片类（主要为芬太尼）过量致死人数达<span class="font-bold">7.5万人</span>，占药物过量死亡的<span class="font-bold">70%</span>。
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</p>
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</div>
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<div class="bg-green-50 p-4 rounded-lg border-l-4 border-green-500">
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<h3 class="font-semibold text-lg mb-2">催化事件一</h3>
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<p class="text-gray-700 text-sm">
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<span class="font-bold">2025年3月4日</span>：国务院发布《中国的芬太尼类物质管控》白皮书，首次系统阐述中国"全链条闭环管理"体系，明确将芬太尼类药品纳入《麻醉药品品种目录》，并实施<span class="font-bold">动态全程监控</span>。
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</p>
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</div>
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<div class="bg-yellow-50 p-4 rounded-lg border-l-4 border-yellow-500">
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<h3 class="font-semibold text-lg mb-2">催化事件二</h3>
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<p class="text-gray-700 text-sm">
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<span class="font-bold">2025年5月</span>：中美经贸谈判中，芬太尼关税（<span class="font-bold">20%</span>）被列为保留条款，美国要求中国配合管控前体化学品出口，否则威胁进一步制裁。<br>
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<span class="font-bold">2025年7月</span>：中国宣布对<span class="font-bold">5种芬太尼前体</span>实施出口许可证制度。
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</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="section-card p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 text-gray-800 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="space-y-4">
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<div class="flex items-start">
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<div class="flex-shrink-0 h-6 w-6 rounded-full bg-blue-500 flex items-center justify-center text-white text-xs mr-3 mt-1">1</div>
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<div>
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<h3 class="font-semibold text-lg mb-1">当前阶段</h3>
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<p class="text-gray-700">芬太尼管制已从"政策博弈"进入<span class="font-bold text-blue-600">产业壁垒兑现期</span>——中国通过白皮书确立全球最严管制框架，而美国将芬太尼问题政治化，形成<span class="font-bold text-blue-600">"政策免疫+地缘政治溢价"</span>的双重逻辑。</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="flex-shrink-0 h-6 w-6 rounded-full bg-green-500 flex items-center justify-center text-white text-xs mr-3 mt-1">2</div>
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<div>
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<h3 class="font-semibold text-lg mb-1">核心驱动力</h3>
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<p class="text-gray-700">国内<span class="font-bold">5家定点生产企业</span>（人福医药、恩华药业等）的牌照价值因管制升级而稀缺性凸显；美国市场因滥用危机催生<span class="font-bold">替代镇痛药</span>（如TRV130、纳美芬）需求爆发。</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="flex-shrink-0 h-6 w-6 rounded-full bg-purple-500 flex items-center justify-center text-white text-xs mr-3 mt-1">3</div>
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<div>
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<h3 class="font-semibold text-lg mb-1">未来潜力</h3>
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<p class="text-gray-700">管制趋严将长期压缩非法供给，合法企业受益于<span class="font-bold">量价双升</span>（价格管制+需求刚性），而检测/解毒产业链（如奥泰生物、苑东生物）迎来政策红利。</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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<!-- 核心逻辑与市场认知分析 -->
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<div class="section-card p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 text-gray-800 flex items-center">
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<i class="fas fa-brain mr-3 text-purple-500"></i>核心逻辑与市场认知分析
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="font-semibold text-lg mb-3 text-blue-600">核心驱动力</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
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<div>
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<span class="font-semibold">政策壁垒</span>：中国实行"2+3"生产格局（原料药≤2家，制剂≤3家），<span class="font-bold">2023年芬太尼原料药总产量仅84.97公斤</span>，其中<span class="font-bold">宜昌人福占比超90%</span>。
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</div>
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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-green-500 mt-1 mr-2"></i>
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<div>
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<span class="font-semibold">需求刚性</span>：全球老龄化推动手术量年增<span class="font-bold">8-10%</span>，中国ICU镇痛渗透率仅<span class="font-bold">20%</span>（欧美50%+），芬太尼类药品占麻醉市场份额<span class="font-bold">66%</span>。
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</div>
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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-green-500 mt-1 mr-2"></i>
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<div>
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<span class="font-semibold">替代逻辑</span>：美国推动非阿片类镇痛药（如恩华药业TRV130，峰值销售预期<span class="font-bold">24亿元</span>），但芬太尼在癌痛/ICU场景不可替代。
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</div>
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</li>
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</ul>
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</div>
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<div>
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<h3 class="font-semibold text-lg mb-3 text-purple-600">市场热度与预期差</h3>
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<div class="space-y-4">
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<div>
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<span class="font-semibold text-orange-600">市场热度</span>
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<p class="text-sm text-gray-700">2025年3-5月"芬太尼"关键词搜索量环比激增<span class="font-bold">300%</span>，但市场聚焦中美关税博弈，忽视<span class="font-bold">国内管制红利</span>。</p>
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</div>
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<div>
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<span class="font-semibold text-red-600">预期差</span>
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<p class="text-sm text-gray-700">中国从未向北美出口芬太尼药品（国家药监局2025年3月声明），美国制裁实为<span class="font-bold">"无的放矢"</span>，反而强化国内龙头定价权。</p>
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</div>
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<div>
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<span class="font-semibold text-blue-600">数据验证</span>
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<p class="text-sm text-gray-700">2023年芬太尼类药品出口仅<span class="font-bold">9.77公斤</span>（亚洲/拉美为主），<span class="font-bold">出口占比<12%</span>，地缘政治风险被高估。</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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<!-- 关键催化剂与未来发展路径 -->
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<div class="section-card p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 text-gray-800 flex items-center">
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<i class="fas fa-rocket mr-3 text-red-500"></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-6">
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<div>
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<h3 class="font-semibold text-lg mb-3 text-blue-600">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="bg-blue-50 p-4 rounded-lg">
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<h4 class="font-semibold mb-1">中美谈判窗口期</h4>
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<p class="text-sm text-gray-700">若中国配合前体管控，美国或阶段性取消20%关税，<span class="font-bold">人福医药</span>估值修复（当前PE仅<span class="font-bold">15倍</span>，历史中枢25倍）。</p>
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</div>
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<div class="bg-green-50 p-4 rounded-lg">
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<h4 class="font-semibold mb-1">新品放量</h4>
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<p class="text-sm text-gray-700">恩华药业TRV130（奥赛利定）2025年医保谈判后放量，预期峰值<span class="font-bold">10-20亿元</span>（兴业证券数据）。</p>
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</div>
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<div class="bg-yellow-50 p-4 rounded-lg">
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<h4 class="font-semibold mb-1">检测需求爆发</h4>
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<p class="text-sm text-gray-700">美国2025年拟强制芬太尼试纸检测，<span class="font-bold">奥泰生物</span>（FDA认证第一）订单或超预期。</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 mb-3 text-purple-600">长期路径</h3>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="flex-shrink-0 h-8 w-8 rounded-full bg-purple-100 flex items-center justify-center text-purple-600 mr-3">
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<i class="fas fa-calendar-alt"></i>
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</div>
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<div>
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<h4 class="font-semibold">2025-2027年</h4>
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<p class="text-sm text-gray-700">管制深化推动行业集中度提升至<span class="font-bold">CR3>95%</span>，人福/恩华享受<span class="font-bold">量价双升</span>（价格年涨5-8%，销量年增15%）。</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="flex-shrink-0 h-8 w-8 rounded-full bg-blue-100 flex items-center justify-center text-blue-600 mr-3">
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<i class="fas fa-calendar-alt"></i>
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</div>
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<div>
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<h4 class="font-semibold">2028年后</h4>
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<p class="text-sm text-gray-700">非阿片类镇痛药（如海思科环泊酚）替代部分场景，但芬太尼在癌痛/ICU不可替代，形成<span class="font-bold">"管制溢价+刚需稳态"</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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</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="section-card p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 text-gray-800 flex items-center">
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<i class="fas fa-sitemap mr-3 text-green-500"></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="font-semibold text-lg mb-3 text-blue-600">产业链图谱</h3>
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<div class="flex flex-wrap justify-between items-center bg-gray-50 p-4 rounded-lg">
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<div class="text-center px-4 py-2">
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<div class="font-semibold text-blue-600">上游</div>
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<div class="text-sm">前体化学品（4-ANPP等，<span class="font-bold">出口管制</span>）</div>
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</div>
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<div class="text-center px-4 py-2">
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<i class="fas fa-arrow-right text-gray-400"></i>
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</div>
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<div class="text-center px-4 py-2">
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<div class="font-semibold text-green-600">中游</div>
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<div class="text-sm">原料药（人福医药、恩华药业）</div>
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</div>
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<div class="text-center px-4 py-2">
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<i class="fas fa-arrow-right text-gray-400"></i>
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</div>
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<div class="text-center px-4 py-2">
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<div class="font-semibold text-purple-600">下游</div>
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<div class="text-sm">制剂生产 + 检测/解毒</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 mb-3 text-purple-600">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-xs font-semibold text-gray-600 uppercase">公司</th>
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<th class="py-3 px-4 text-left text-xs font-semibold text-gray-600 uppercase">业务角色</th>
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<th class="py-3 px-4 text-left text-xs font-semibold text-gray-600 uppercase">核心优势</th>
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<th class="py-3 px-4 text-left text-xs font-semibold text-gray-600 uppercase">潜在风险</th>
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</tr>
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</thead>
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<tbody class="divide-y divide-gray-200">
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<tr>
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<td class="py-3 px-4 font-semibold">人福医药</td>
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<td class="py-3 px-4">芬太尼龙头</td>
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<td class="py-3 px-4">瑞芬太尼市占率<span class="font-bold">89%</span>+宜昌人福利润占比<span class="font-bold">90%</span></td>
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<td class="py-3 px-4">大股东重整不确定性</td>
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</tr>
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<tr>
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<td class="py-3 px-4 font-semibold">恩华药业</td>
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<td class="py-3 px-4">管制类镇痛药</td>
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<td class="py-3 px-4">TRV130独家品种+精神药管线</td>
|
||
<td class="py-3 px-4">集采扩围至二类精神药</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">奥泰生物</td>
|
||
<td class="py-3 px-4">芬太尼检测</td>
|
||
<td class="py-3 px-4">FDA认证时间第一+十四合一联检产品</td>
|
||
<td class="py-3 px-4">美国政策变动需求波动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">苑东生物</td>
|
||
<td class="py-3 px-4">解毒剂（纳美芬）</td>
|
||
<td class="py-3 px-4">FDA第二个仿制药批文+美国市场放量</td>
|
||
<td class="py-3 px-4">研发进度不及预期</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="section-card p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-4 text-gray-800 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3 text-yellow-500"></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 border-l-4 border-red-500">
|
||
<h3 class="font-semibold text-lg mb-2">技术风险</h3>
|
||
<p class="text-gray-700 text-sm">TRV130等新药需验证<span class="font-bold">成瘾性降低</span>的临床数据（目前仅动物实验支持）。</p>
|
||
</div>
|
||
<div class="bg-orange-50 p-4 rounded-lg border-l-4 border-orange-500">
|
||
<h3 class="font-semibold text-lg mb-2">商业化风险</h3>
|
||
<p class="text-gray-700 text-sm">美国市场芬太尼检测需求依赖政策强制，若执行力度不足，<span class="font-bold">奥泰生物</span>订单可能低于预期。</p>
|
||
</div>
|
||
<div class="bg-yellow-50 p-4 rounded-lg border-l-4 border-yellow-500">
|
||
<h3 class="font-semibold text-lg mb-2">政策风险</h3>
|
||
<p class="text-gray-700 text-sm">中国若扩大前体化学品管制清单（如新增4-piperidone），可能冲击<span class="font-bold">原料药出口</span>（2023年出口占比12%）。</p>
|
||
</div>
|
||
<div class="bg-purple-50 p-4 rounded-lg border-l-4 border-purple-500">
|
||
<h3 class="font-semibold text-lg mb-2">信息矛盾</h3>
|
||
<p class="text-gray-700 text-sm">美国声称中国芬太尼前体流入，但<span class="font-bold">海关总署数据</span>显示2023年未向北美出口任何芬太尼药品，需警惕舆论误导。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="section-card p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-4 text-gray-800 flex items-center">
|
||
<i class="fas fa-chart-line mr-3 text-green-500"></i>综合结论与投资启示
|
||
</h2>
|
||
<div class="space-y-6">
|
||
<div>
|
||
<h3 class="font-semibold text-lg mb-3 text-blue-600">阶段判断</h3>
|
||
<div class="bg-blue-50 p-4 rounded-lg">
|
||
<p class="text-gray-700">芬太尼管制已从<span class="font-bold text-blue-600">主题炒作</span>（2023年中美博弈）进入<span class="font-bold text-blue-600">基本面驱动</span>（2025年白皮书+医保放量），<span class="font-bold">政策壁垒>地缘政治</span>。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="font-semibold text-lg mb-3 text-green-600">投资方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-green-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold mb-2">管制红利</h4>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
|
||
<span class="text-sm">人福医药（PE 15倍，2025年利润增速20%+）</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
|
||
<span class="text-sm">恩华药业（PE 20倍，TRV130驱动）</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-purple-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold mb-2">检测/解毒链</h4>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-purple-500 mt-1 mr-2"></i>
|
||
<span class="text-sm">奥泰生物（FDA认证稀缺性）</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-purple-500 mt-1 mr-2"></i>
|
||
<span class="text-sm">苑东生物（纳美芬美国放量）</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="font-semibold text-lg mb-3 text-purple-600">跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-blue-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold mb-1">人福医药</h4>
|
||
<p class="text-sm text-gray-700">宜昌人福月度出货量（2024年Q1同比+25%）</p>
|
||
</div>
|
||
<div class="bg-green-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold mb-1">恩华药业</h4>
|
||
<p class="text-sm text-gray-700">TRV130医保谈判降价幅度（预期降幅<30%）</p>
|
||
</div>
|
||
<div class="bg-purple-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold mb-1">奥泰生物</h4>
|
||
<p class="text-sm text-gray-700">美国芬太尼检测订单（2025年Q2指引上调至5000万美元）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-r from-blue-500 to-purple-600 p-4 rounded-lg text-white">
|
||
<h3 class="font-bold text-lg mb-2">结论</h3>
|
||
<p>在"最严管制+最强需求"的共振下，芬太尼概念正从政策博弈转向<span class="font-bold">业绩兑现</span>，<span class="font-bold">牌照稀缺性+刚需属性</span>将长期支撑龙头估值溢价。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据表格 -->
|
||
<div class="section-card p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-4 text-gray-800 flex items-center">
|
||
<i class="fas fa-table mr-3 text-indigo-500"></i>关联股票数据
|
||
</h2>
|
||
<div class="table-responsive">
|
||
<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-xs font-semibold text-gray-600 uppercase">股票名称</th>
|
||
<th class="py-3 px-4 text-left text-xs font-semibold text-gray-600 uppercase">分类</th>
|
||
<th class="py-3 px-4 text-left text-xs font-semibold text-gray-600 uppercase">地位</th>
|
||
<th class="py-3 px-4 text-left text-xs font-semibold text-gray-600 uppercase">相关业务</th>
|
||
<th class="py-3 px-4 text-left text-xs font-semibold text-gray-600 uppercase">投资理由</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200" id="stockTableBody">
|
||
<!-- 股票数据将通过JavaScript动态填充 -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- JavaScript -->
|
||
<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", {
|
||
particles: {
|
||
number: {
|
||
value: 30,
|
||
density: {
|
||
enable: true,
|
||
value_area: 800
|
||
}
|
||
},
|
||
color: {
|
||
value: "#3b82f6"
|
||
},
|
||
shape: {
|
||
type: "circle"
|
||
},
|
||
opacity: {
|
||
value: 0.2,
|
||
random: true
|
||
},
|
||
size: {
|
||
value: 3,
|
||
random: true
|
||
},
|
||
move: {
|
||
enable: true,
|
||
speed: 1,
|
||
direction: "none",
|
||
random: true,
|
||
straight: false,
|
||
out_mode: "out"
|
||
}
|
||
},
|
||
interactivity: {
|
||
detect_on: "canvas",
|
||
events: {
|
||
onhover: {
|
||
enable: true,
|
||
mode: "repulse"
|
||
}
|
||
}
|
||
},
|
||
retina_detect: true
|
||
});
|
||
|
||
// 股票数据
|
||
const stockData = [
|
||
{'stock': '奥泰生物', '分类': '芬太尼检测', '地位': 'FDA认证时间第一', '相关业务': '拥有单一卡型产品和十四合一毒品联检产品等，均已在美国地区实现销售', 'reason': 'FDA认证时间第一且产品已实现销售'},
|
||
{'stock': '万孚生物', '分类': '芬太尼检测', '地位': 'FDA认证时间第二', '相关业务': '毒检业务，2024年三季度拿到了芬太尼的FDA注册证', 'reason': 'FDA认证时间第二且已获注册证'},
|
||
{'stock': '东方生物', '分类': '芬太尼检测', '地位': '—', '相关业务': '芬太尼检测试剂有美国FDA及欧盟CE认证', 'reason': '具备FDA和CE认证'},
|
||
{'stock': '安旭生物', '分类': '芬太尼检测', '地位': '—', '相关业务': '毒品检测产品系列包括芬太尼检测试剂', 'reason': '产品系列包含芬太尼检测'},
|
||
{'stock': '博拓生物', '分类': '芬太尼检测', '地位': '—', '相关业务': '药物滥用（毒品）检测系列产品包括芬太尼检测试剂', 'reason': '产品覆盖芬太尼检测'},
|
||
{'stock': '同方股份', '分类': '芬太尼检测', '地位': '—', '相关业务': '下属同方威视基于多种技术可对芬太尼物质进行识别', 'reason': '技术手段支持芬太尼识别'},
|
||
{'stock': '易瑞生物', '分类': '芬太尼检测', '地位': '已无相关业务', '相关业务': '曾有芬太尼检测试剂且通过美国FDA审核；2025年3月4日盘后互动，已无相关检测产品销售业务', 'reason': '已终止相关业务'},
|
||
{'stock': '信邦生物', '分类': '芬太尼检测', '地位': '已无相关业务', '相关业务': '旗下中肽生化有芬太尼检测试剂盒，但已于2020年6月将相关业务转让', 'reason': '已转让相关业务'},
|
||
{'stock': '奥赛康', '分类': '芬太尼替代', '地位': '上市进度第一', '相关业务': '新型镇痛药：帕瑞昔布钠', 'reason': '上市进度领先'},
|
||
{'stock': '赛隆药业', '分类': '芬太尼替代', '地位': '上市进度第二', '相关业务': '新型镇痛药：帕瑞昔布钠', 'reason': '上市进度第二'},
|
||
{'stock': '丰原药业', '分类': '芬太尼替代', '项目': '帕瑞昔布钠相关', '产业链': '原料药/制剂', 'reason': '涉及帕瑞昔布钠生产'},
|
||
{'stock': '珍宝岛', '分类': '芬太尼替代', '项目': '帕瑞昔布钠相关', '产业链': '原料药/制剂', 'reason': '涉及帕瑞昔布钠生产'},
|
||
{'stock': '步长制药', '分类': '芬太尼替代', '项目': '帕瑞昔布钠相关', '产业链': '原料药/制剂', 'reason': '涉及帕瑞昔布钠生产'},
|
||
{'stock': '上海医药', '分类': '芬太尼替代', '项目': '帕瑞昔布钠相关', '产业链': '原料药/制剂', 'reason': '涉及帕瑞昔布钠生产'},
|
||
{'stock': '众生药业', '分类': '芬太尼替代', '项目': '帕瑞昔布钠相关', '产业链': '原料药/制剂', 'reason': '涉及帕瑞昔布钠生产'},
|
||
{'stock': '海特生物', '分类': '芬太尼替代', '项目': '帕瑞昔布钠相关', '产业链': '原料药/制剂', 'reason': '涉及帕瑞昔布钠生产'},
|
||
{'stock': '汇宇制药', '分类': '芬太尼替代', '项目': '帕瑞昔布钠相关', '产业链': '原料药/制剂', 'reason': '涉及帕瑞昔布钠生产'},
|
||
{'stock': '海森药业', '分类': '芬太尼替代', '项目': '帕瑞昔布钠相关', '产业链': '原料药/制剂', 'reason': '涉及帕瑞昔布钠生产'},
|
||
{'stock': '科源制药', '分类': '芬太尼替代', '项目': '帕瑞昔布钠相关', '产业链': '原料药/制剂', 'reason': '涉及帕瑞昔布钠生产'},
|
||
{'stock': '复旦张江', '分类': '芬太尼替代', '项目': '帕瑞昔布钠相关', '产业链': '原料药/制剂', 'reason': '涉及帕瑞昔布钠生产'},
|
||
{'stock': '华润双鹤', '分类': '芬太尼替代', '项目': '帕瑞昔布钠相关', '产业链': '原料药/制剂', 'reason': '涉及帕瑞昔布钠生产'},
|
||
{'stock': '*ST景峰', '分类': '芬太尼替代', '项目': '帕瑞昔布钠相关', '产业链': '原料药/制剂', 'reason': '涉及帕瑞昔布钠生产'},
|
||
{'stock': '康缘药业', '分类': '芬太尼替代', '项目': '纯中药注射剂', '产业链': '镇痛治疗', 'reason': '痛安注射液用于中重度疼痛'},
|
||
{'stock': '苑东生物', '分类': '阿片类过量治疗', '地位': '或为FDA批准第二', '相关业务': '盐酸纳美芬注射液或将成为美国FDA第二个批准上市的该品种仿制药', 'reason': '产品处于FDA审批阶段'},
|
||
{'stock': '易明医药', '分类': '阿片类过量治疗', '项目': '纳美芬相关', '产业链': '仿制药', 'reason': '涉及纳美芬产品'},
|
||
{'stock': '海思科', '分类': '阿片类过量治疗', '项目': '纳美芬相关', '产业链': '仿制药', 'reason': '涉及纳美芬产品'}
|
||
];
|
||
|
||
// 填充股票数据表格
|
||
function populateStockTable() {
|
||
const tableBody = document.getElementById('stockTableBody');
|
||
|
||
stockData.forEach(stock => {
|
||
const row = document.createElement('tr');
|
||
|
||
// 根据分类设置不同的背景色
|
||
let bgColor = '';
|
||
if (stock['分类'] === '芬太尼检测') {
|
||
bgColor = 'bg-blue-50';
|
||
} else if (stock['分类'] === '芬太尼替代') {
|
||
bgColor = 'bg-green-50';
|
||
} else if (stock['分类'] === '阿片类过量治疗') {
|
||
bgColor = 'bg-purple-50';
|
||
}
|
||
|
||
row.className = bgColor;
|
||
|
||
// 获取相关业务信息
|
||
let businessInfo = stock['相关业务'] || '';
|
||
if (!businessInfo && stock['项目'] && stock['产业链']) {
|
||
businessInfo = `${stock['项目']} - ${stock['产业链']}`;
|
||
}
|
||
|
||
row.innerHTML = `
|
||
<td class="py-3 px-4 font-semibold">${stock['stock']}</td>
|
||
<td class="py-3 px-4">
|
||
<span class="badge ${getBadgeClass(stock['分类'])}">${stock['分类']}</span>
|
||
</td>
|
||
<td class="py-3 px-4">${stock['地位'] || '-'}</td>
|
||
<td class="py-3 px-4 text-sm">${businessInfo}</td>
|
||
<td class="py-3 px-4 text-sm">${stock['reason']}</td>
|
||
`;
|
||
|
||
tableBody.appendChild(row);
|
||
});
|
||
}
|
||
|
||
// 根据分类获取徽章样式
|
||
function getBadgeClass(category) {
|
||
if (category === '芬太尼检测') {
|
||
return 'badge-blue';
|
||
} else if (category === '芬太尼替代') {
|
||
return 'badge-green';
|
||
} else if (category === '阿片类过量治疗') {
|
||
return 'badge-purple';
|
||
}
|
||
return 'badge-gray';
|
||
}
|
||
|
||
// 页面加载完成后填充表格
|
||
document.addEventListener('DOMContentLoaded', populateStockTable);
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |