557 lines
28 KiB
HTML
557 lines
28 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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<link rel="icon" type="image/png" href="data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>🍹</text></svg>">
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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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<!-- Nucleo Icons -->
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<link href="https://unpkg.com/@tabler/icons@latest/iconfont/tabler-icons.min.css" rel="stylesheet" />
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<!-- Font Awesome Icons -->
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- Tailwind CSS -->
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<!-- DaisyUI -->
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/dist/full.min.css" rel="stylesheet" type="text/css" />
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<style>
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body {
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font-family: 'Inter', 'Noto Sans SC', sans-serif;
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}
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.gradient-bg {
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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}
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.card-shadow {
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box-shadow: 0 10px 30px rgba(0, 0, 0, 0.1);
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}
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.timeline-item::before {
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content: '';
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position: absolute;
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left: -8px;
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top: 5px;
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width: 16px;
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height: 16px;
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border-radius: 50%;
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background: #667eea;
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border: 3px solid white;
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}
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.timeline-line {
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position: absolute;
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left: 0;
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top: 0;
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bottom: 0;
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width: 2px;
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background: #e2e8f0;
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}
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#vanta-bg {
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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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.content-wrapper {
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position: relative;
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z-index: 1;
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}
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.highlight-text {
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background: linear-gradient(120deg, #a78bfa 0%, #ec4899 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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.card-body {
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padding: 1rem;
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}
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.timeline-item {
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padding-left: 1.5rem;
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}
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}
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</style>
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</head>
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<body class="bg-gray-50">
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<div id="vanta-bg"></div>
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<div class="content-wrapper min-h-screen py-8 px-4 sm:px-6 lg:px-8">
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<div class="max-w-6xl mx-auto">
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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 text-gray-800 mb-4">
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<span class="highlight-text">蜜雪冰城</span> 行业洞察报告
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</h1>
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<p class="text-lg text-gray-600 max-w-3xl mx-auto">
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从"低价茶饮"到"全球化平价饮品基础设施"的蜕变之路
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</p>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="card bg-white rounded-xl card-shadow mb-8">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="ti ti-calendar-event mr-3 text-purple-600"></i>
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概念事件时间轴
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</h2>
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="space-y-6">
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<div class="timeline-item relative">
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<div class="bg-purple-50 rounded-lg p-4 border-l-4 border-purple-500">
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<h3 class="font-semibold text-purple-800">2024年12月</h3>
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<p class="text-gray-700">申请注册"雪王AI智慧"商标，成立雪王爱智慧科技（郑州）有限公司，布局AI与供应链数字化。</p>
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</div>
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</div>
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<div class="timeline-item relative">
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<div class="bg-blue-50 rounded-lg p-4 border-l-4 border-blue-500">
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<h3 class="font-semibold text-blue-800">2025年1月</h3>
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<p class="text-gray-700">更新招股书，披露全球门店超4.6万家，2024年饮品出杯量90亿杯，终端零售额583亿元。</p>
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</div>
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</div>
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<div class="timeline-item relative">
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<div class="bg-green-50 rounded-lg p-4 border-l-4 border-green-500">
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<h3 class="font-semibold text-green-800">2025年2月</h3>
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<p class="text-gray-700">通过港交所聆讯，发行价202.5港元，暗盘大涨30%，认购倍数<strong class="text-green-600">3449.8倍</strong>（创港股纪录）。</p>
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</div>
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</div>
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<div class="timeline-item relative">
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<div class="bg-yellow-50 rounded-lg p-4 border-l-4 border-yellow-500">
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<h3 class="font-semibold text-yellow-800">2025年3月3日</h3>
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<p class="text-gray-700">正式挂牌上市，开盘涨40%，市值破千亿港元；高瓴、美团龙珠等基石投资者加持。</p>
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</div>
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</div>
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<div class="timeline-item relative">
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<div class="bg-pink-50 rounded-lg p-4 border-l-4 border-pink-500">
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<h3 class="font-semibold text-pink-800">2025年3月后</h3>
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<p class="text-gray-700">多家券商（中信证券、东吴、天风）发布深度报告，一致看好下沉市场与东南亚扩张，目标价426-565港元。</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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<!-- 核心观点摘要 -->
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<div class="card bg-gradient-to-r from-purple-600 to-indigo-600 rounded-xl card-shadow mb-8 text-white">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold mb-4 flex items-center">
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<i class="ti ti-bulb mr-3"></i>
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核心观点摘要
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</h2>
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<blockquote class="border-l-4 border-white pl-4 italic">
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蜜雪冰城已<strong class="text-yellow-300">从"低价茶饮"升级为"全球化平价饮品基础设施"</strong>，凭借<strong class="text-yellow-300">极致供应链+雪王IP+加盟飞轮</strong>，在下沉市场与东南亚形成<strong class="text-yellow-300">垄断性优势</strong>。当前处于<strong class="text-yellow-300">基本面加速兑现期</strong>，未来3年门店扩张（国内乡镇+海外）和幸运咖放量是核心驱动力，但需警惕<strong class="text-yellow-300">海外本地化不及预期</strong>和<strong class="text-yellow-300">食品安全舆情</strong>风险。
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</blockquote>
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</div>
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</div>
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<!-- 核心驱动力 -->
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-8">
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<div class="card bg-white rounded-xl card-shadow">
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<div class="card-body p-6">
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<div class="text-purple-600 mb-4">
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<i class="ti ti-building-factory text-4xl"></i>
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</div>
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<h3 class="text-xl font-bold text-gray-800 mb-3">供应链降维打击</h3>
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<ul class="space-y-2 text-gray-600">
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<li class="flex items-start">
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<i class="ti ti-check text-green-500 mr-2 mt-1"></i>
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<span>自建5大基地（年产能165万吨）</span>
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</li>
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<li class="flex items-start">
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<i class="ti ti-check text-green-500 mr-2 mt-1"></i>
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<span>27个国内仓+7个海外仓</span>
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</li>
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<li class="flex items-start">
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<i class="ti ti-check text-green-500 mr-2 mt-1"></i>
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<span>核心原料100%自产</span>
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</li>
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<li class="flex items-start">
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<i class="ti ti-check text-green-500 mr-2 mt-1"></i>
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<span>采购成本较行业低<strong>10-20%</strong></span>
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</li>
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</ul>
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</div>
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</div>
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<div class="card bg-white rounded-xl card-shadow">
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<div class="card-body p-6">
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<div class="text-blue-600 mb-4">
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<i class="ti ti-tag text-4xl"></i>
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</div>
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<h3 class="text-xl font-bold text-gray-800 mb-3">价格带真空</h3>
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<ul class="space-y-2 text-gray-600">
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<li class="flex items-start">
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<i class="ti ti-check text-green-500 mr-2 mt-1"></i>
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<span>2-8元区间无直接竞品</span>
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</li>
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<li class="flex items-start">
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<i class="ti ti-check text-green-500 mr-2 mt-1"></i>
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<span>2023年市占率<strong>57%</strong></span>
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</li>
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<li class="flex items-start">
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<i class="ti ti-check text-green-500 mr-2 mt-1"></i>
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<span>平价茶饮市场领先</span>
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</li>
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<li class="flex items-start">
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<i class="ti ti-check text-green-500 mr-2 mt-1"></i>
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<span>形成"低价-规模-成本"正循环</span>
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</li>
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</ul>
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</div>
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</div>
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<div class="card bg-white rounded-xl card-shadow">
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<div class="card-body p-6">
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<div class="text-green-600 mb-4">
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<i class="ti ti-store text-4xl"></i>
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</div>
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<h3 class="text-xl font-bold text-gray-800 mb-3">加盟模型极致</h3>
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<ul class="space-y-2 text-gray-600">
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<li class="flex items-start">
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<i class="ti ti-check text-green-500 mr-2 mt-1"></i>
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<span>单店投资21-25万（行业最低）</span>
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</li>
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<li class="flex items-start">
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<i class="ti ti-check text-green-500 mr-2 mt-1"></i>
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<span>回本周期11-13个月</span>
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</li>
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<li class="flex items-start">
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<i class="ti ti-check text-green-500 mr-2 mt-1"></i>
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<span>老加盟商带店率<strong>2.5家</strong></span>
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</li>
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<li class="flex items-start">
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<i class="ti ti-check text-green-500 mr-2 mt-1"></i>
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<span>点位申请单日暴增<strong>8000个</strong></span>
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</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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<!-- 关键催化剂 -->
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<div class="card bg-white rounded-xl card-shadow mb-8">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="ti ti-rocket mr-3 text-orange-600"></i>
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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="text-lg font-semibold text-gray-700 mb-4 bg-orange-50 p-3 rounded-lg">近期催化剂（3-6个月）</h3>
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<ol class="space-y-3">
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<li class="flex">
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<span class="bg-orange-500 text-white rounded-full w-6 h-6 flex items-center justify-center mr-3 flex-shrink-0">1</span>
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<div>
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<h4 class="font-medium text-gray-800">2025Q2财报</h4>
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<p class="text-gray-600 text-sm">验证乡镇店均增长（1-2月已转正+4%）及幸运咖爬坡（目标新增1000家）</p>
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</div>
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</li>
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<li class="flex">
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<span class="bg-orange-500 text-white rounded-full w-6 h-6 flex items-center justify-center mr-3 flex-shrink-0">2</span>
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<div>
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<h4 class="font-medium text-gray-800">东南亚供应链中心落地</h4>
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<p class="text-gray-600 text-sm">海南基地投产，降低印尼物流成本30%（当前冷链依赖中国）</p>
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</div>
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</li>
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<li class="flex">
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<span class="bg-orange-500 text-white rounded-full w-6 h-6 flex items-center justify-center mr-3 flex-shrink-0">3</span>
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<div>
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<h4 class="font-medium text-gray-800">雪王IP衍生品</h4>
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<p class="text-gray-600 text-sm">动漫公司成立，预计2025年推出联名周边（如与《蛋仔派对》合作）</p>
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</div>
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</li>
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</ol>
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</div>
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<div>
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<h3 class="text-lg font-semibold text-gray-700 mb-4 bg-blue-50 p-3 rounded-lg">长期路径（2025-2028）</h3>
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<ol class="space-y-3">
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<li class="flex">
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<span class="bg-blue-500 text-white rounded-full w-6 h-6 flex items-center justify-center mr-3 flex-shrink-0">1</span>
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<div>
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<h4 class="font-medium text-gray-800">国内扩张</h4>
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<p class="text-gray-600 text-sm">从4.2万家→<strong>5.5万家</strong>（乡镇+景区加密），单店GMV年增2-3%</p>
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</div>
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</li>
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<li class="flex">
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<span class="bg-blue-500 text-white rounded-full w-6 h-6 flex items-center justify-center mr-3 flex-shrink-0">2</span>
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<div>
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<h4 class="font-medium text-gray-800">海外布局</h4>
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<p class="text-gray-600 text-sm">从5000家→<strong>1.5万家</strong>（东南亚为主），本地化采购比例提升至50%</p>
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</div>
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</li>
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<li class="flex">
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<span class="bg-blue-500 text-white rounded-full w-6 h-6 flex items-center justify-center mr-3 flex-shrink-0">3</span>
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<div>
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<h4 class="font-medium text-gray-800">第二曲线</h4>
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<p class="text-gray-600 text-sm">幸运咖门店4000家→<strong>1万家</strong>，复用加盟商网络，抢占下沉咖啡市场</p>
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</div>
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</li>
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</ol>
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</div>
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</div>
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</div>
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</div>
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<!-- 产业链与核心公司对比 -->
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<div class="card bg-white rounded-xl card-shadow mb-8">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="ti ti-network mr-3 text-teal-600"></i>
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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-lg font-semibold text-gray-700 mb-3">产业链图谱</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-teal-50 p-4 rounded-lg">
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<h4 class="font-medium text-teal-800 mb-2">上游</h4>
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<p class="text-gray-600">柠檬（四川安岳）、奶粉（新西兰恒天然）、设备（东贝集团制冰机）</p>
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</div>
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<div class="bg-purple-50 p-4 rounded-lg">
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<h4 class="font-medium text-purple-800 mb-2">中游</h4>
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<p class="text-gray-600">蜜雪自建基地（河南/海南）→27个仓→加盟商</p>
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</div>
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<div class="bg-pink-50 p-4 rounded-lg">
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<h4 class="font-medium text-pink-800 mb-2">下游</h4>
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<p class="text-gray-600">乡镇门店（70%覆盖率）、海外加盟商（印尼华人为主）</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-lg 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 border border-gray-200">
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<thead>
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<tr class="bg-gray-50">
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<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
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<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">门店数</th>
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<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">价格带</th>
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<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">核心优势</th>
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<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险点</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-4 px-4 font-medium text-gray-900">蜜雪冰城</td>
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<td class="py-4 px-4 text-gray-700">4.6万</td>
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<td class="py-4 px-4 text-gray-700">2-8元</td>
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<td class="py-4 px-4 text-gray-700">供应链垄断+IP流量</td>
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<td class="py-4 px-4 text-gray-700">海外盈利模型待验证</td>
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</tr>
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<tr class="bg-gray-50">
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<td class="py-4 px-4 font-medium text-gray-900">古茗</td>
|
||
<td class="py-4 px-4 text-gray-700">1万</td>
|
||
<td class="py-4 px-4 text-gray-700">10-18元</td>
|
||
<td class="py-4 px-4 text-gray-700">鲜果茶差异化+冷链</td>
|
||
<td class="py-4 px-4 text-gray-700">北方扩张供应链短板</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-4 px-4 font-medium text-gray-900">茶百道</td>
|
||
<td class="py-4 px-4 text-gray-700">8000</td>
|
||
<td class="py-4 px-4 text-gray-700">10-15元</td>
|
||
<td class="py-4 px-4 text-gray-700">外卖占比高（50%+）</td>
|
||
<td class="py-4 px-4 text-gray-700">价格战下毛利承压</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-4 px-4 font-medium text-gray-900">瑞幸</td>
|
||
<td class="py-4 px-4 text-gray-700">2万</td>
|
||
<td class="py-4 px-4 text-gray-700">15-20元</td>
|
||
<td class="py-4 px-4 text-gray-700">数字化+高线城市密度</td>
|
||
<td class="py-4 px-4 text-gray-700">下沉市场供应链劣势</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card bg-white rounded-xl card-shadow mb-8">
|
||
<div class="card-body p-6">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="ti ti-alert-triangle mr-3 text-red-600"></i>
|
||
潜在风险与挑战
|
||
</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white border border-gray-200">
|
||
<thead>
|
||
<tr class="bg-gray-50">
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险类型</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">具体表现</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-4 px-4 font-medium text-gray-900 bg-red-50">技术风险</td>
|
||
<td class="py-4 px-4 text-gray-700">AI订货系统误判需求（如2024年印尼缺货4个月），需优化算法。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-4 px-4 font-medium text-gray-900 bg-yellow-50">商业化风险</td>
|
||
<td class="py-4 px-4 text-gray-700">海外定价过高（新加坡2倍国内），本土化SKU不足（如泰国减糖产品延迟）。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-4 px-4 font-medium text-gray-900 bg-blue-50">政策风险</td>
|
||
<td class="py-4 px-4 text-gray-700">东南亚食品安全法规趋严（印尼2025年新规要求本地原料占比≥40%）。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-4 px-4 font-medium text-gray-900 bg-purple-50">信息矛盾</td>
|
||
<td class="py-4 px-4 text-gray-700">路演预测2025年新增7000家，但专家交流称乡镇实际可开仅<strong>5000-6000家</strong>。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card bg-gradient-to-r from-indigo-500 to-purple-600 rounded-xl card-shadow mb-8 text-white">
|
||
<div class="card-body p-6">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="ti ti-chart-line mr-3"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3 text-yellow-300">阶段判断</h3>
|
||
<p class="text-lg">蜜雪已从<strong class="text-yellow-300">"主题炒作"</strong>（IPO高认购）进入<strong class="text-yellow-300">"基本面驱动"</strong>（2025年利润增速24%），但估值未充分反映海外风险。</p>
|
||
</div>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-6">
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3 text-yellow-300">投资方向</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="ti ti-star text-yellow-300 mr-2 mt-1"></i>
|
||
<span><strong class="text-yellow-300">最确定</strong>：国内乡镇加密（1万家空间）+幸运咖下沉（5000家增量）</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="ti ti-rocket text-yellow-300 mr-2 mt-1"></i>
|
||
<span><strong class="text-yellow-300">高弹性</strong>：东南亚供应链中心落地后，单店盈利修复带来的估值重估</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3 text-yellow-300">跟踪指标</h3>
|
||
<ol class="space-y-2">
|
||
<li class="flex">
|
||
<span class="bg-yellow-500 text-white rounded-full w-6 h-6 flex items-center justify-center mr-3 flex-shrink-0">1</span>
|
||
<span><strong>乡镇店均日销</strong>：需维持5000元以上</span>
|
||
</li>
|
||
<li class="flex">
|
||
<span class="bg-yellow-500 text-white rounded-full w-6 h-6 flex items-center justify-center mr-3 flex-shrink-0">2</span>
|
||
<span><strong>海外本地化率</strong>：2025年东南亚本地采购占比能否达50%</span>
|
||
</li>
|
||
<li class="flex">
|
||
<span class="bg-yellow-500 text-white rounded-full w-6 h-6 flex items-center justify-center mr-3 flex-shrink-0">3</span>
|
||
<span><strong>幸运咖关店率</strong>：需低于3%</span>
|
||
</li>
|
||
</ol>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-black bg-opacity-20 p-4 rounded-lg">
|
||
<p class="text-xl font-semibold text-center italic">
|
||
"蜜雪冰城是<strong class="text-yellow-300">用供应链赚全世界的奶茶钱</strong>的稀缺标的，短期看乡镇，长期看出海，但需紧盯<strong class="text-yellow-300">海外单店模型</strong>这一阿喀琉斯之踵。"
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="card bg-white rounded-xl card-shadow mb-8">
|
||
<div class="card-body p-6">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="ti ti-chart-bar mr-3 text-green-600"></i>
|
||
关联股票数据
|
||
</h2>
|
||
<div class="table-responsive">
|
||
<table class="min-w-full bg-white border border-gray-200">
|
||
<thead>
|
||
<tr class="bg-gray-50">
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票代码</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">关联公司</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">关系类型</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">关系描述</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">资料来源</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-4 px-4 font-medium text-gray-900">蜜雪冰城(250225)</td>
|
||
<td class="py-4 px-4 text-gray-700">好想你</td>
|
||
<td class="py-4 px-4 text-gray-700">产业链-投资关系</td>
|
||
<td class="py-4 px-4 text-gray-700">公司通过深圳龙珠股权投资基金间接投资蜜雪冰城</td>
|
||
<td class="py-4 px-4 text-gray-700">互动</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-4 px-4 font-medium text-gray-900">蜜雪冰城(250225)</td>
|
||
<td class="py-4 px-4 text-gray-700">东贝集团</td>
|
||
<td class="py-4 px-4 text-gray-700">产业链-供应商</td>
|
||
<td class="py-4 px-4 text-gray-700">子公司东贝制冷是蜜雪冰城的主要供应商，主要供货产品有冰淇淋机、制冰机等</td>
|
||
<td class="py-4 px-4 text-gray-700">互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-4 px-4 font-medium text-gray-900">蜜雪冰城(250225)</td>
|
||
<td class="py-4 px-4 text-gray-700">一致魔芋</td>
|
||
<td class="py-4 px-4 text-gray-700">产业链-供应链地位</td>
|
||
<td class="py-4 px-4 text-gray-700">在蜜雪冰城的供应链中占据重要地位</td>
|
||
<td class="py-4 px-4 text-gray-700">公告</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-4 px-4 font-medium text-gray-900">蜜雪冰城(250225)</td>
|
||
<td class="py-4 px-4 text-gray-700">冰山冷热</td>
|
||
<td class="py-4 px-4 text-gray-700">产业链-客户关系</td>
|
||
<td class="py-4 px-4 text-gray-700">联营公司生产的超市陈列柜主要客户包括蜜雪冰城</td>
|
||
<td class="py-4 px-4 text-gray-700">互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-4 px-4 font-medium text-gray-900">蜜雪冰城(250225)</td>
|
||
<td class="py-4 px-4 text-gray-700">佳禾食品</td>
|
||
<td class="py-4 px-4 text-gray-700">产业链-客户关系</td>
|
||
<td class="py-4 px-4 text-gray-700">粉末油脂下游客户包括蜜雪冰城</td>
|
||
<td class="py-4 px-4 text-gray-700">公告</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-4 px-4 font-medium text-gray-900">蜜雪冰城(250225)</td>
|
||
<td class="py-4 px-4 text-gray-700">恒达新材、天娱数科、丝路视觉、超图软件、双汇发展、天地在线、汇通能源、用友网络、恰恰食品、紫江企业、道恩股份、家联科技、熊猫乳品、五芳斋、供销大集、南王科技、音飞储存</td>
|
||
<td class="py-4 px-4 text-gray-700">品牌合作</td>
|
||
<td class="py-4 px-4 text-gray-700">多品牌战略合作关系</td>
|
||
<td class="py-4 px-4 text-gray-700">公告/互动</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Scripts -->
|
||
<script src="https://cdn.jsdelivr.net/npm/@tailwindcss/browser@4"></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 background
|
||
VANTA.WAVES({
|
||
el: "#vanta-bg",
|
||
mouseControls: true,
|
||
touchControls: true,
|
||
gyroControls: false,
|
||
minHeight: 200.00,
|
||
minWidth: 200.00,
|
||
scale: 1.00,
|
||
scaleMobile: 1.00,
|
||
color: 0x667eea,
|
||
shininess: 30.00,
|
||
waveHeight: 10.00,
|
||
waveSpeed: 0.75,
|
||
zoom: 0.75
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |