545 lines
29 KiB
HTML
545 lines
29 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>韦神概念股 - 行业洞察报告</title>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
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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/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.tailwindcss.com"></script>
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<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.0.0/css/all.min.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%, #e4e8f0 100%);
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min-height: 100vh;
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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 15px -3px rgba(0, 0, 0, 0.1), 0 4px 6px -2px rgba(0, 0, 0, 0.05);
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}
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.timeline-dot {
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width: 16px;
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height: 16px;
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border-radius: 50%;
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background-color: #667eea;
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position: absolute;
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left: -8px;
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top: 6px;
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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: 22px;
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bottom: 0;
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width: 2px;
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background-color: #e2e8f0;
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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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.timeline-line {
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left: 8px;
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}
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.timeline-dot {
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left: 0;
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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 class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- 标题部分 -->
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<div class="mb-10 text-center">
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<h1 class="text-4xl md:text-5xl font-bold text-gray-800 mb-4">韦神概念股</h1>
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<p class="text-xl text-gray-600 max-w-3xl mx-auto">以"韦"字谐音或关联为核心的主题炒作，叠加AI教育、半导体、医疗等前沿领域的交叉叙事</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 shadow-lg p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-history text-indigo-600 mr-3"></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="relative mb-8">
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<div class="timeline-dot"></div>
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<div class="bg-indigo-50 rounded-lg p-4">
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<h3 class="font-bold text-lg text-indigo-700">2024年10月</h3>
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<p class="text-gray-700 mt-2">智谱AI概念爆发→豆神教育等涨停。市场误将"豆神"与"韦神"关联，引发"教育+AI"炒作。</p>
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</div>
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</div>
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<div class="relative mb-8">
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<div class="timeline-dot"></div>
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<div class="bg-purple-50 rounded-lg p-4">
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<h3 class="font-bold text-lg text-purple-700">2025年2月</h3>
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<p class="text-gray-700 mt-2">韦尔股份新品发布→CIS芯片国产替代逻辑强化。发布50K50DH高端CIS芯片，抢占索尼份额。</p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="bg-pink-50 rounded-lg p-4">
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<h3 class="font-bold text-lg text-pink-700">2025年3月</h3>
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<p class="text-gray-700 mt-2">台风"韦帕"登陆→海洋经济概念股联动。巨力索具7连板、神开股份涨停，形成情绪炒作。</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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<!-- 核心观点摘要 -->
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<div class="card gradient-bg rounded-xl shadow-lg p-6 mb-8 text-white">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-lightbulb mr-3"></i>
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核心观点摘要
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-sm rounded-lg p-4">
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<h3 class="font-bold text-lg mb-2">当前阶段</h3>
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<p>主题炒作主导，缺乏基本面支撑，但部分标的（如韦尔股份）存在真实产业逻辑。</p>
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</div>
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<div class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-sm rounded-lg p-4">
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<h3 class="font-bold text-lg mb-2">核心驱动力</h3>
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<p>谐音梗+热点事件催化，叠加AI、半导体、教育等长期赛道预期。</p>
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</div>
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<div class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-sm rounded-lg p-4">
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<h3 class="font-bold text-lg mb-2">未来潜力</h3>
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<p>短期看情绪轮动，中长期需验证相关公司的技术落地或订单兑现。</p>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知 -->
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<div class="card bg-white rounded-xl shadow-lg p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-brain text-indigo-600 mr-3"></i>
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核心逻辑与市场认知
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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-bold text-lg text-gray-700 mb-3">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-medium">谐音与情绪炒作</span>
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<p class="text-gray-600 text-sm">"韦"字辈公司因名称关联被资金短期追捧，如北纬科技、尚纬股份等。</p>
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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-medium">产业逻辑嫁接</span>
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<p class="text-gray-600 text-sm">韦尔股份：高端CIS芯片国产替代（全球车用CIS市占率超45%）</p>
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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-bold text-lg text-gray-700 mb-3">市场热度与情绪</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-fire text-orange-500 mt-1 mr-2"></i>
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<div>
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<span class="font-medium">新闻热度</span>
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<p class="text-gray-600 text-sm">2025年3月"韦帕"台风期间，海洋经济概念股单日涨停家数超10家。</p>
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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-chart-line text-blue-500 mt-1 mr-2"></i>
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<div>
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<span class="font-medium">研报覆盖</span>
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<p class="text-gray-600 text-sm">韦尔股份、神火股份等被多家券商深度推荐，但"韦神"主题本身无研报覆盖。</p>
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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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</div>
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<!-- 关键催化剂 -->
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<div class="card bg-white rounded-xl shadow-lg p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-rocket text-indigo-600 mr-3"></i>
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关键催化剂
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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 class="border-l-4 border-indigo-500 pl-4">
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<h3 class="font-bold text-lg text-gray-700 mb-3">近期催化剂（3-6个月）</h3>
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<ul class="space-y-2">
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<li class="flex items-start">
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<span class="bg-indigo-100 text-indigo-800 text-xs font-medium px-2.5 py-0.5 rounded mr-2">韦尔股份</span>
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<p class="text-gray-600">2025年Q2：50MP新品放量，验证安卓高端机份额提升</p>
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</li>
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<li class="flex items-start">
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<span class="bg-indigo-100 text-indigo-800 text-xs font-medium px-2.5 py-0.5 rounded mr-2">韦尔股份</span>
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<p class="text-gray-600">汽车CIS：800万像素产品国内市占率冲刺第一</p>
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</li>
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<li class="flex items-start">
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<span class="bg-purple-100 text-purple-800 text-xs font-medium px-2.5 py-0.5 rounded mr-2">神火股份</span>
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<p class="text-gray-600">云南复产：丰水期电价下降，Q3利润弹性释放</p>
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</li>
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</ul>
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</div>
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<div class="border-l-4 border-purple-500 pl-4">
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<h3 class="font-bold text-lg text-gray-700 mb-3">长期发展路径</h3>
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<ul class="space-y-2">
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<li class="flex items-start">
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<span class="bg-indigo-100 text-indigo-800 text-xs font-medium px-2.5 py-0.5 rounded mr-2">韦尔股份</span>
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<p class="text-gray-600">从手机CIS向汽车、AR/VR延伸（LCOS技术已获大客户订单）</p>
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</li>
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<li class="flex items-start">
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<span class="bg-purple-100 text-purple-800 text-xs font-medium px-2.5 py-0.5 rounded mr-2">神火股份</span>
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<p class="text-gray-600">新疆五号煤矿（25亿吨储量）若投产，可新增4000万吨/年产能</p>
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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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<!-- 核心公司对比 -->
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<div class="card bg-white rounded-xl shadow-lg p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-balance-scale text-indigo-600 mr-3"></i>
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核心玩家对比
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</h2>
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<div class="overflow-x-auto">
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<table class="min-w-full divide-y divide-gray-200">
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<thead class="bg-gray-50">
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<tr>
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<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
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<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">逻辑纯度</th>
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<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">竞争优势</th>
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<th class="px-6 py-3 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="bg-white divide-y divide-gray-200">
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<tr>
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<td class="px-6 py-4 whitespace-nowrap">
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<div class="flex items-center">
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<div class="flex-shrink-0 h-10 w-10 bg-indigo-100 rounded-full flex items-center justify-center">
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<span class="text-indigo-800 font-bold">韦</span>
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</div>
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<div class="ml-4">
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<div class="text-sm font-medium text-gray-900">韦尔股份</div>
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</div>
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</div>
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</td>
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<td class="px-6 py-4 whitespace-nowrap">
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<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-green-100 text-green-800">高</span>
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</td>
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<td class="px-6 py-4 text-sm text-gray-500">高端CIS技术领先，汽车CIS份额45%</td>
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<td class="px-6 py-4 text-sm text-gray-500">手机需求不及预期</td>
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</tr>
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<tr>
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<td class="px-6 py-4 whitespace-nowrap">
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<div class="flex items-center">
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<div class="flex-shrink-0 h-10 w-10 bg-purple-100 rounded-full flex items-center justify-center">
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<span class="text-purple-800 font-bold">神</span>
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</div>
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<div class="ml-4">
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<div class="text-sm font-medium text-gray-900">神火股份</div>
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</div>
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</div>
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</td>
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<td class="px-6 py-4 whitespace-nowrap">
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<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-green-100 text-green-800">高</span>
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</td>
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<td class="px-6 py-4 text-sm text-gray-500">新疆+云南低成本电解铝，股息率5.5%</td>
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<td class="px-6 py-4 text-sm text-gray-500">云南限电反复</td>
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</tr>
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<tr>
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<td class="px-6 py-4 whitespace-nowrap">
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<div class="flex items-center">
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<div class="flex-shrink-0 h-10 w-10 bg-yellow-100 rounded-full flex items-center justify-center">
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<span class="text-yellow-800 font-bold">豆</span>
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</div>
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<div class="ml-4">
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<div class="text-sm font-medium text-gray-900">豆神教育</div>
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</div>
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</div>
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</td>
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<td class="px-6 py-4 whitespace-nowrap">
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<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-yellow-100 text-yellow-800">低</span>
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</td>
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<td class="px-6 py-4 text-sm text-gray-500">AI教育硬件布局，但业绩兑现存疑</td>
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<td class="px-6 py-4 text-sm text-gray-500">政策监管风险</td>
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</tr>
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<tr>
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<td class="px-6 py-4 whitespace-nowrap">
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<div class="flex items-center">
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<div class="flex-shrink-0 h-10 w-10 bg-red-100 rounded-full flex items-center justify-center">
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<span class="text-red-800 font-bold">北</span>
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</div>
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<div class="ml-4">
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<div class="text-sm font-medium text-gray-900">北纬科技</div>
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</div>
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</div>
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</td>
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<td class="px-6 py-4 whitespace-nowrap">
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<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-red-100 text-red-800">极低</span>
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</td>
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<td class="px-6 py-4 text-sm text-gray-500">名称含"纬"字，无实质业务关联</td>
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<td class="px-6 py-4 text-sm text-gray-500">纯情绪炒作，无基本面支撑</td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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<!-- 潜在风险 -->
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<div class="card bg-white rounded-xl shadow-lg p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-exclamation-triangle text-red-500 mr-3"></i>
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潜在风险与挑战
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="bg-red-50 rounded-lg p-4 border-l-4 border-red-500">
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<h3 class="font-bold text-lg text-red-700 mb-2">技术风险</h3>
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<p class="text-gray-700">韦尔股份50MP CIS良率不及预期，索尼降价竞争。</p>
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</div>
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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-bold text-lg text-yellow-700 mb-2">商业化风险</h3>
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<p class="text-gray-700">豆神教育AI硬件出货量未披露，教育场景落地难度大。</p>
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</div>
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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-bold text-lg text-blue-700 mb-2">政策风险</h3>
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<p class="text-gray-700">神火股份云南产能受水电政策影响（限电或电价上调）。</p>
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</div>
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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-bold text-lg text-purple-700 mb-2">信息矛盾</h3>
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<p class="text-gray-700">海通称神火2025年利润72-73亿，但国信路演假设铝价1.9万/吨（当前2万/吨）。</p>
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</div>
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</div>
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</div>
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<!-- 综合结论与投资启示 -->
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<div class="card bg-gradient-to-r from-indigo-600 to-purple-600 rounded-xl shadow-lg p-6 mb-8 text-white">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-chart-line mr-3"></i>
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综合结论与投资启示
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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-bold text-lg mb-3">阶段判断</h3>
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<p class="mb-4">主题炒作向基本面过渡，韦尔股份、神火股份具备真实逻辑，其余"韦"字辈为纯情绪博弈。</p>
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|
||
<h3 class="font-bold text-lg mb-3">投资方向</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-arrow-right text-white mt-1 mr-2"></i>
|
||
<div>
|
||
<span class="font-medium">韦尔股份</span>
|
||
<p class="text-sm opacity-90">汽车CIS+AR/VR第二增长曲线，2025年PE仅10倍</p>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-arrow-right text-white mt-1 mr-2"></i>
|
||
<div>
|
||
<span class="font-medium">神火股份</span>
|
||
<p class="text-sm opacity-90">高股息+成本优势，云南复产催化Q3业绩</p>
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-bold text-lg mb-3">跟踪指标</h3>
|
||
<ul class="space-y-3">
|
||
<li class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-sm rounded-lg p-3">
|
||
<span class="font-medium">韦尔股份</span>
|
||
<p class="text-sm mt-1">50MP产品客户渗透率（小米、vivo订单落地）</p>
|
||
</li>
|
||
<li class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-sm rounded-lg p-3">
|
||
<span class="font-medium">神火股份</span>
|
||
<p class="text-sm mt-1">云南电价波动（丰水期0.25元/度 vs 枯水期0.5元/度）</p>
|
||
</li>
|
||
</ul>
|
||
|
||
<div class="mt-4 bg-red-500 bg-opacity-30 backdrop-filter backdrop-blur-sm rounded-lg p-3">
|
||
<p class="text-sm"><i class="fas fa-exclamation-circle mr-2"></i>风险提示：短期需警惕"韦神"主题退潮后的流动性踩踏，中长期聚焦技术/成本验证。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<div class="card bg-white rounded-xl shadow-lg p-6">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-table text-indigo-600 mr-3"></i>
|
||
关联股票数据
|
||
</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票名称</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">分类</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">项目/主营业务</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产业链/合作方</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">豆神教育</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">文化教育</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">AI硬件研发（学习陪伴、AI护眼屏、AI学习座舱等）</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">公司计划打造基于教育场景的AI硬件产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">世纪天鸿</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">文化教育</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">教辅图书研发与制作</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">AI+教育产品探索</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">作为中小学助学读物内容提供商，探索AI教育产品作为第二增长曲线</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">盛通股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">文化教育</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">科技赛事活动组织、前沿课程研发</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">VR/视频等技术应用</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">通过科技赛事和课程研发提升青少年科学素养</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">方直科技</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">文化教育</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">智慧教育行业应用</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">鲲鹏</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">成立鲲鹏应用联合实验室推出教学资源服务和备授课产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">昂立教育</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">文化教育</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">数学产品政策风险</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">奥数业务存在政策风险但预期未来回报</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">视源股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">文化教育</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">智慧课堂硬件支持</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">希沃</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">希沃品牌在交互智能平板市占率高，支持智慧课堂</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">鸿合科技</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">文化教育</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">小优成长书房加盟</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">北京/武汉/石家庄首批书店开业</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">通过加盟模式拓展AI教育服务布局</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">爱迪特</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">牙科医疗</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">氧化锆瓷块用于义齿修复</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">北大口腔医院</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">长期合作北大口腔医院并自主研发义齿修复材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">通策医疗</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">牙科医疗</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">口腔医疗服务</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">参股口腔基金开设武汉/西安/成都大型口腔医院</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">皓宸医疗</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">牙科医疗</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">口腔医疗服务</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">2023年口腔业务毛利率52.44%</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">口腔医疗服务占比较高且毛利率显著</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">可孚医疗</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">牙科医疗</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">牙齿美白/正畸等消费级产品</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">可孚口腔</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">家用医疗器械龙头布局口腔消费级产品及线下服务</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">两面针</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">牙科医疗</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">儿童口腔洗漱产品</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">天猫/京东/拼多多线上销售</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">推出儿童口腔护理产品并覆盖主流电商平台</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">倍加洁</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">牙科医疗</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">牙膏生产线</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">6000万支/年</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">现有牙膏生产线产能规模</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">巴比食品</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">生活习惯</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">中式面点连锁企业</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">韦神钟爱馒头产品带来的品牌关联</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">北纬科技</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">"韦"字辈</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">物联网/5G应用</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">公司名称含"纬"字与韦神概念关联</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">尚纬股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">"韦"字辈</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">特种电线电缆</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">名称含"纬"字形成概念关联</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">华纬科技</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">"韦"字辈</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">弹簧研发制造</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">名称含"纬"字形成概念关联</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">经纬股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">"韦"字辈</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">电力设计咨询</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">名称含"纬"字形成概念关联</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">上纬新材</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">"韦"字辈</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">环保复合材料</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">名称含"纬"字形成概念关联</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">奕东电子</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">谐音梗</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">消费电子精密组件</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">公司名称与"韦东奕"谐音关联</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">*ST东易</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">谐音梗</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">建筑装饰工程</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">证券简称与"东易"谐音关联</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</body>
|
||
</html>
|
||
``` |