518 lines
38 KiB
HTML
518 lines
38 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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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=1.0">
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<title>深度投研报告：蚂蚁集团 (Ant Group)</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.2/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&family=Orbitron:wght@400;700&display=swap');
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body {
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font-family: 'Inter', sans-serif;
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background: #00000a;
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color: #e0e0e0;
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overflow-x: hidden;
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border: 1px solid rgba(255, 255, 255, 0.1);
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border-radius: 1.5rem; /* 极致圆角 */
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transition: all 0.3s ease;
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transform: translateY(-5px);
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z-index: -1;
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background: radial-gradient(ellipse at 70% 30%, rgba(76, 0, 130, 0.3) 0%, rgba(0,0,0,0) 50%),
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radial-gradient(ellipse at 30% 70%, rgba(0, 191, 255, 0.25) 0%, rgba(0,0,0,0) 50%),
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#00000a;
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animation: pulse-glow 20s infinite alternate;
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}
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@keyframes pulse-glow {
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from {
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background: radial-gradient(ellipse at 70% 30%, rgba(76, 0, 130, 0.3) 0%, rgba(0,0,0,0) 50%),
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to {
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#00000a;
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</head>
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<body class="min-h-screen">
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<div class="bg-deep-space"></div>
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<div class="container mx-auto p-4 md:p-8">
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<header class="text-center mb-12">
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<h1 class="text-4xl md:text-6xl font-bold font-orbitron glow-text tracking-widest">蚂蚁集团</h1>
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<p class="text-xl md:text-2xl text-cyan-300 mt-2 font-orbitron">ANT GROUP // DEEP DIVE ANALYSIS</p>
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<p class="mt-4 text-gray-400 max-w-3xl mx-auto">
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一份关于蚂蚁集团从监管整改到战略转型的深度投研报告，剖析其在合规、科技、全球化及国家战略协同下的价值重估。
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</p>
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</header>
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<main class="space-y-6">
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<!-- Core Insight -->
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<div class="glass-card p-6 md:p-8">
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<h2 class="text-2xl font-bold font-orbitron glow-text mb-4">核心观点摘要</h2>
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<p class="text-lg text-gray-300 leading-relaxed">
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蚂蚁集团正处在一个“<span class="text-cyan-400 font-semibold">价值重估</span>”与“<span class="text-purple-400 font-semibold">战略转型</span>”并行的关键节点。公司已从单纯的金融科技巨头，向“<span class="text-white font-bold">合规金融平台 + 硬核科技输出 + 全球化数字基建</span>”三轮驱动的复合型企业演进。其核心驱动力正从国内流量变现转向全球范围内的技术商业化，未来最大的潜力在于其在 <span class="text-cyan-400">AI、区块链（RWA/稳定币）</span>和<span class="text-cyan-400">数据库（OceanBase）</span>等前沿科技领域的产业化落地能力，而<span class="text-purple-400">重启IPO的预期</span>则是引爆其市场价值最直接的催化剂。
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</p>
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</div>
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<!-- Bento Grid Layout -->
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<div class="bento-grid">
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<!-- Timeline & Catalyst -->
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<div class="glass-card p-6 md:p-8 col-span-7">
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<h3 class="text-xl font-bold font-orbitron glow-text mb-6">关键转折点：整改收官与战略重启</h3>
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<ul class="timeline timeline-snap-icon max-md:timeline-compact timeline-vertical">
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<li>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-red-500"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zM8.28 7.22a.75.75 0 00-1.06 1.06L8.94 10l-1.72 1.72a.75.75 0 101.06 1.06L10 11.06l1.72 1.72a.75.75 0 101.06-1.06L11.06 10l1.72-1.72a.75.75 0 00-1.06-1.06L10 8.94 8.28 7.22z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic">2020.11</time>
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<div class="text-lg font-black">IPO暂停</div>
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进入全面监管整改期，市场聚焦金控、征信、消金三大前置条件。
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</div>
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<hr class="bg-cyan-400"/>
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</li>
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<li>
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<hr class="bg-cyan-400"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-yellow-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm.75-13a.75.75 0 00-1.5 0v5c0 .414.336.75.75.75h4a.75.75 0 000-1.5h-3.25V5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end mb-10">
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<time class="font-mono italic">2023.01</time>
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<div class="text-lg font-black">实控人变更</div>
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马云放弃实控人地位，为未来1-2年后上市扫清程序障碍。
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</div>
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<hr class="bg-cyan-400"/>
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</li>
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<li>
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<hr class="bg-cyan-400"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-blue-400"><path d="M10.75 10.8a.75.75 0 00-1.5 0v4.3a.75.75 0 001.5 0v-4.3z" /><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zM4.75 9.2a.75.75 0 011.5 0v4.3a.75.75 0 01-1.5 0v-4.3zM8.25 7.2a.75.75 0 011.5 0v6.3a.75.75 0 01-1.5 0v-6.3zM13.75 8.2a.75.75 0 011.5 0v5.3a.75.75 0 01-1.5 0v-5.3z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic">2024.01</time>
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<div class="text-lg font-black">政企新合作</div>
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与上海市政府签署战略合作协议，聚焦AI、区块链与全球化。
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</div>
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<hr class="bg-cyan-400"/>
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</li>
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<li>
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<hr class="bg-cyan-400"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-green-500"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end">
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<time class="font-mono italic">2024.11.11</time>
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<div class="text-lg font-black text-green-400">核心催化剂：征信获批</div>
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钱塘征信获央行批准，标志整改核心阶段完成，IPO预期被重新点燃。
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</div>
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</li>
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</ul>
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</div>
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<!-- Key Metrics -->
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<div class="glass-card p-6 md:p-8 col-span-5 flex flex-col justify-between">
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<div>
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<h3 class="text-xl font-bold font-orbitron glow-text mb-6">关键数据指标</h3>
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<div class="space-y-4">
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<div class="flex justify-between items-baseline">
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<span class="text-gray-400">最新估值 (2023.7)</span>
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<span class="text-3xl font-bold text-cyan-300">5671 <span class="text-lg">亿</span></span>
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</div>
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<div class="flex justify-between items-baseline">
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<span class="text-gray-400">蚂蚁消金注册资本</span>
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<span class="text-3xl font-bold text-cyan-300">230 <span class="text-lg">亿</span></span>
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</div>
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<div class="flex justify-between items-baseline">
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<span class="text-gray-400">Alipay+ 连接全球用户</span>
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<span class="text-3xl font-bold text-cyan-300">> 17 <span class="text-lg">亿</span></span>
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</div>
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</div>
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</div>
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<div id="tech-chart" class="w-full h-64 mt-4"></div>
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</div>
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<!-- Core Logic -->
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<div class="glass-card p-6 md:p-8 col-span-12">
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<h3 class="text-xl font-bold font-orbitron glow-text mb-6">四重核心驱动力解析</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-6">
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<!-- Logic 1: Regulation -->
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<div class="p-4 border border-cyan-700/50 rounded-xl bg-cyan-900/20">
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<h4 class="font-bold text-lg text-cyan-300 mb-2">1. 监管合规化 (新护城河)</h4>
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<p class="text-gray-300 text-sm">完成整改、获得关键牌照（如征信）后，合规本身构成极高的准入门槛，标志着金融业务进入可预测、可持续的“规范发展”新阶段，成为稳固的基本盘。</p>
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</div>
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<!-- Logic 2: Tech Commercialization -->
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<div class="p-4 border border-purple-700/50 rounded-xl bg-purple-900/20">
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<h4 class="font-bold text-lg text-purple-300 mb-2">2. 技术商业化 (核心增长极)</h4>
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<ul class="list-disc list-inside text-sm text-gray-300 space-y-1">
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<li><b class="text-white">蚂蚁数科:</b> 基于蚂蚁链技术，切入RWA和稳定币赛道。</li>
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<li><b class="text-white">OceanBase:</b> 自研分布式数据库，服务5/6的国有大行，具备强大信创替代逻辑。</li>
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<li><b class="text-white">AI能力:</b> "AQ"健康应用累计7000万用户，并采用国产芯片构建自主可控AI设施。</li>
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</ul>
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</div>
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<!-- Logic 3: Globalization -->
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<div class="p-4 border border-green-700/50 rounded-xl bg-green-900/20">
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<h4 class="font-bold text-lg text-green-300 mb-2">3. 全球化战略 (第二曲线)</h4>
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<p class="text-gray-300 text-sm">通过蚂蚁国际，构建全球数字支付网络。收购耀才证券、申请香港稳定币牌照、推广Alipay+等，均是突破国内市场天花板，寻求全球增长的明确信号。</p>
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</div>
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<!-- Logic 4: National Strategy -->
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<div class="p-4 border border-yellow-700/50 rounded-xl bg-yellow-900/20">
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<h4 class="font-bold text-lg text-yellow-300 mb-2">4. 国家战略协同 (新定位)</h4>
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<p class="text-gray-300 text-sm">被纳入国家数字经济和金融稳定的顶层设计中。“配合财税体制改革”、“防控金融风险”等新使命，增强了业务的长期确定性。</p>
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</div>
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</div>
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</div>
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<!-- Market Analysis & Future Path -->
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<div class="glass-card p-6 md:p-8 col-span-8">
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<h3 class="text-xl font-bold font-orbitron glow-text mb-6">市场认知与未来路径</h3>
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<div x-data="{ tab: 'market' }" class="w-full">
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<div class="tabs tabs-boxed bg-black/20 mb-4">
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'market' }" @click.prevent="tab = 'market'">市场热度与预期差</a>
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'path' }" @click.prevent="tab = 'path'">未来发展路径</a>
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'risks' }" @click.prevent="tab = 'risks'">潜在风险与挑战</a>
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</div>
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<div x-show="tab === 'market'" class="prose max-w-none text-gray-300">
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<h4>市场热度与情绪</h4>
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<p>当前市场对该概念<b class="text-red-400">热度极高，情绪整体乐观，并带有强烈的博弈色彩</b>。主要由“IPO预期”主导，投资者认为最大的监管不确定性已落地，开始重新为其资产和未来增长定价。</p>
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<h4>预期差分析</h4>
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<ul>
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<li><b>市场认知:</b> 普遍聚焦于“蚂蚁何时重启IPO”及“参股公司估值提升”，是一种相对短视的事件驱动逻辑。</li>
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<li><b>潜在预期差:</b>
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<ol>
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<li><b>对“新蚂蚁”认知不足:</b> 市场可能仍在使用2020年的“金融”框架理解蚂蚁，而<b class="text-cyan-400">低估了其作为一家硬核科技基础设施服务商的长期价值</b>。</li>
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<li><b>对全球化业务理解不深:</b> 对收购耀才、申请稳定币牌照的解读停留在“出海”叙事上，而忽略了获取牌照、本土化运营的复杂性和长期性。</li>
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<li><b>对“合作关系”辨识不清:</b> 市场短期炒作可能无法区分合作的深度和质量，忽略了逻辑最纯粹的核心标的。</li>
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</ol>
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</li>
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</ul>
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</div>
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<div x-show="tab === 'path'" class="prose max-w-none text-gray-300">
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<h4>近期催化剂 (未来3-6个月)</h4>
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<ul>
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<li><b>IPO进程的官方信号:</b> 最强催化剂。</li>
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<li><b>香港稳定币牌照获批:</b> 预计在2025年8月1日后，将证实其在Web3.0领域的领先地位。</li>
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<li><b>金融控股公司牌照获批:</b> 标志着金融业务合规框架最终完成。</li>
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<li><b>重大技术/商业合作落地:</b> 如OceanBase被更多海外大行采用。</li>
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</ul>
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<h4>长期发展路径</h4>
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<ol>
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<li><b>第一阶段 (当前-2026): 固本培元与价值发现</b> - 完成境内合规化并成功上市；深化国内科技业务渗透。</li>
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<li><b>第二阶段 (2026-2028): 全球扩张与技术引领</b> - 支付网络形成规模效应；RWA和稳定币解决方案推广至国际市场。</li>
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<li><b>第三阶段 (2028-以后): 生态成熟与标准制定</b> - 成为全球领先的数字经济基础设施提供商。</li>
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</ol>
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</div>
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<div x-show="tab === 'risks'" class="prose max-w-none text-gray-300">
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<ul>
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<li><b class="text-red-400">技术风险:</b> 使用国产芯片在AI训练上，长期看与顶尖芯片是否存在性能代差，影响AI服务竞争力。</li>
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<li><b class="text-red-400">商业化风险:</b> RWA和稳定币是创新业务，全球监管框架仍在形成中，商业模式盈利能力存在不确定性。</li>
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<li><b class="text-red-400">政策与竞争风险:</b> 金融科技领域始终是强监管行业，未来可能出现新政策。同时面临国内外巨头的激烈竞争。</li>
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<li><b class="text-red-400">信息交叉验证风险:</b> 新闻中部分数据（如股权比例）存在不一致，IPO预期（未辟谣≠承认）存在被逆转的风险。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Industrial Chain -->
|
||
<div class="glass-card p-6 md:p-8 col-span-4">
|
||
<h3 class="text-xl font-bold font-orbitron glow-text mb-6">产业链图谱</h3>
|
||
<div class="space-y-4">
|
||
<div>
|
||
<div class="badge badge-info gap-2">上游</div>
|
||
<p class="text-sm mt-1"><b>技术与资本供给:</b> 阿里巴巴(云、AI), 华为(芯片), 各大保险公司, 国家队基金, PE/VC等。</p>
|
||
</div>
|
||
<div>
|
||
<div class="badge badge-secondary gap-2">中游</div>
|
||
<p class="text-sm mt-1"><b>蚂蚁集团核心:</b> 金融平台(支付宝/财富/消金), 科技输出(蚂蚁数科/OceanBase), 全球化业务(蚂蚁国际)。</p>
|
||
</div>
|
||
<div>
|
||
<div class="badge badge-accent gap-2">下游</div>
|
||
<p class="text-sm mt-1"><b>应用场景与伙伴:</b> C端用户(>17亿), B/G端客户(金融/企业/政府), 生态合作伙伴(A股上市公司)。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
</div>
|
||
|
||
<!-- Stock Tables -->
|
||
<div class="glass-card p-6 md:p-8 mt-6">
|
||
<h2 class="text-2xl font-bold font-orbitron glow-text mb-6 text-center">核心关联公司深度剖析</h2>
|
||
<div x-data="{ stockTab: 'deep' }">
|
||
<div class="tabs tabs-boxed justify-center bg-black/20 mb-6">
|
||
<a class="tab tab-lg" :class="{ 'tab-active': stockTab === 'deep' }" @click.prevent="stockTab = 'deep'">逻辑最纯粹 (深度绑定/核心协同)</a>
|
||
<a class="tab tab-lg" :class="{ 'tab-active': stockTab === 'invest' }" @click.prevent="stockTab = 'invest'">股权投资关系</a>
|
||
<a class="tab tab-lg" :class="{ 'tab-active': stockTab === 'partner' }" @click.prevent="stockTab = 'partner'">业务合作伙伴</a>
|
||
<a class="tab tab-lg" :class="{ 'tab-active': stockTab === 'performance' }" @click.prevent="stockTab = 'performance'">近期市场表现</a>
|
||
</div>
|
||
|
||
<div x-show="stockTab === 'deep'">
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr class="text-white">
|
||
<th>公司名称</th>
|
||
<th>关联逻辑</th>
|
||
<th>核心看点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600570" target="_blank" class="link link-hover text-cyan-400">恒生电子 (600570)</a></td>
|
||
<td>蚂蚁间接持股约 <b>20.7%</b>，是其在金融IT领域的旗舰。</td>
|
||
<td>与蚂蚁在金融AI、信贷产品开发上深度协同，是蚂蚁科技能力向金融行业辐射的最直接载体。<b>逻辑最硬，关联度最高。</b></td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300682" target="_blank" class="link link-hover text-cyan-400">朗新集团 (300682)</a></td>
|
||
<td>蚂蚁旗下基金持股超 <b>10%</b>，是RWA领域的<b>“独家合作厂商”</b>，并成立合资公司。</td>
|
||
<td>在全国首单新能源RWA项目中扮演核心角色，股价弹性与蚂蚁在新兴业务（RWA）的进展直接挂钩。<b>最具成长想象力。</b></td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603171" target="_blank" class="link link-hover text-cyan-400">税友股份 (603171)</a></td>
|
||
<td>蚂蚁子公司云鑫创投持股 <b>4.99%</b>。</td>
|
||
<td>被市场视为蚂蚁配合“金税四期”、财税改革的<b>“唯一核心对标股”</b>，与蚂蚁“新的历史使命”高度契合。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300465" target="_blank" class="link link-hover text-cyan-400">高伟达 (300465)</a></td>
|
||
<td>与蚂蚁在创新的 Agent 业务上有深度合作。</td>
|
||
<td>有明确的“2025年底前共同落地十余家银行”时间表，项目制深度合作，业绩兑现路径清晰。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=601216" target="_blank" class="link link-hover text-cyan-400">君正集团 (601216)</a></td>
|
||
<td>天弘基金第三大股东 (持股 <b>15.6%</b>)，蚂蚁为第一大股东。</td>
|
||
<td>与蚂蚁在国民级理财产品“余额宝”上有长期利益捆绑。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div x-show="stockTab === 'invest'">
|
||
<div class="overflow-x-auto">
|
||
<h4 class="text-lg font-bold mb-2 text-purple-300">蚂蚁集团（或子公司）参股公司</h4>
|
||
<table class="table table-zebra w-full mb-6">
|
||
<thead>
|
||
<tr class="text-white">
|
||
<th>公司名称</th>
|
||
<th>持股方</th>
|
||
<th>持股比例</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=600570" target="_blank" class="link link-hover text-cyan-400">恒生电子 (600570)</a></td><td>蚂蚁集团 (间接)</td><td>~20.7%</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=688322" target="_blank" class="link link-hover text-cyan-400">奥比中光 (688322)</a></td><td>上海云鑫</td><td>12.21%</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=003029" target="_blank" class="link link-hover text-cyan-400">吉大正元 (003029)</a></td><td>上海云鑫</td><td>~11.25%</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=300682" target="_blank" class="link link-hover text-cyan-400">朗新集团 (300682)</a></td><td>上海云鑫</td><td>~10.69%</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=603776" target="_blank" class="link link-hover text-cyan-400">永安行 (603776)</a></td><td>上海云鑫</td><td>~8.36%</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=603918" target="_blank" class="link link-hover text-cyan-400">金桥信息 (603918)</a></td><td>上海云鑫</td><td>5.57%</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=300248" target="_blank" class="link link-hover text-cyan-400">新开普 (300248)</a></td><td>上海云鑫</td><td>~6.28% (第二大股东)</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=603171" target="_blank" class="link link-hover text-cyan-400">税友股份 (603171)</a></td><td>上海云鑫</td><td>4.99%</td></tr>
|
||
</tbody>
|
||
</table>
|
||
<h4 class="text-lg font-bold mb-2 text-purple-300">参股蚂蚁集团（或子公司）的公司</h4>
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr class="text-white">
|
||
<th>公司名称</th>
|
||
<th>关联描述</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td><b class="text-white">中国人寿/新华保险/中国太保</b>等</td><td>直接或间接持有蚂蚁集团股份（比例在0.4%-1.7%之间）。</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=002208" target="_blank" class="link link-hover text-cyan-400">合肥城建 (002208)</a></td><td>控股股东通过参股建信信托，间接成为蚂蚁股东。</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=600895" target="_blank" class="link link-hover text-cyan-400">张江高科 (600895)</a></td><td>持有上海金融发展投资基金二期股份，该基金为蚂蚁股东。</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=600476" target="_blank" class="link link-hover text-cyan-400">湘邮科技 (600476)</a></td><td>集团公司通过中邮资本参股蚂蚁金服。</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=002010" target="_blank" class="link link-hover text-cyan-400">传化智联 (002010)</a></td><td>增资蚂蚁消金9亿，占股5.01%。</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div x-show="stockTab === 'partner'">
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr class="text-white">
|
||
<th>公司名称</th>
|
||
<th>合作内容</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=002153" target="_blank" class="link link-hover text-cyan-400">石基信息 (002153)</a></td><td>与蚂蚁在支付宝直连支付上有业务合作。</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=600797" target="_blank" class="link link-hover text-cyan-400">浙大网新 (600797)</a></td><td>在“互联网+人社”、“互联网+医疗”领域开展业务合作。</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=300339" target="_blank" class="link link-hover text-cyan-400">润和软件 (300339)</a></td><td>与蚂蚁云金融签署业务合作协议。</td></tr>
|
||
<tr><td><b class="text-white">五矿资本</b></td><td>金融科技合作聚焦消费金融，五矿信托为蚂蚁提供约2000亿资金支持。</td></tr>
|
||
<tr><td><b class="text-white">招金矿业</b></td><td>与蚂蚁数科在黄金资产数字化、智能供应链等领域合作。</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=603636" target="_blank" class="link link-hover text-cyan-400">南威软件 (603636)</a></td><td>与蚂蚁金服联合打造区块链电子证照数据服务平台。</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div x-show="stockTab === 'performance'">
|
||
<p class="text-center text-gray-400 mb-4">数据来源：24年11月11日钱塘征信获批后市场表现</p>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr class="text-white">
|
||
<th>公司名称</th>
|
||
<th>今日涨幅</th>
|
||
<th>关联逻辑简述</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=300682" target="_blank" class="link link-hover text-cyan-400">朗新集团 (300682)</a></td><td><span class="text-red-400 font-bold">17.77%</span></td><td>蚂蚁旗下基金持股超10%。</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=300248" target="_blank" class="link link-hover text-cyan-400">新开普 (300248)</a></td><td><span class="text-red-400 font-bold">14.10%</span></td><td>蚂蚁子公司为第二大股东，业务合作。</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=601216" target="_blank" class="link link-hover text-cyan-400">君正集团 (601216)</a></td><td><span class="text-red-400 font-bold">10.10%</span></td><td>天弘基金第三大股东。</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=002208" target="_blank" class="link link-hover text-cyan-400">合肥城建 (002208)</a></td><td><span class="text-red-400 font-bold">10.06%</span></td><td>控股股东间接参股蚂蚁。</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=603918" target="_blank" class="link link-hover text-cyan-400">金桥信息 (603918)</a></td><td><span class="text-red-400 font-bold">10.01%</span></td><td>蚂蚁子公司持股5.1%，AI业务合作。</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=600797" target="_blank" class="link link-hover text-cyan-400">浙大网新 (600797)</a></td><td><span class="text-red-400 font-bold">9.94%</span></td><td>互联网+人社领域合作。</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=600570" target="_blank" class="link link-hover text-cyan-400">恒生电子 (600570)</a></td><td><span class="text-red-400 font-bold">8.75%</span></td><td>蚂蚁间接控股超20%。</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=603171" target="_blank" class="link link-hover text-cyan-400">税友股份 (603171)</a></td><td><span class="text-red-400 font-bold">7.29%</span></td><td>蚂蚁子公司入股。</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=003029" target="_blank" class="link link-hover text-cyan-400">吉大正元 (003029)</a></td><td><span class="text-red-400 font-bold">7.17%</span></td><td>蚂蚁子公司持股。</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=002010" target="_blank" class="link link-hover text-cyan-400">传化智联 (002010)</a></td><td><span class="text-red-400 font-bold">6.97%</span></td><td>增资蚂蚁消金。</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</main>
|
||
|
||
<footer class="text-center mt-12 py-6 border-t border-gray-800">
|
||
<p class="text-sm text-gray-500">
|
||
北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现
|
||
</p>
|
||
<p class="text-xs text-gray-600 mt-1">
|
||
本报告为AI合成数据，所有信息均来自公开渠道，不构成任何投资建议，投资需谨慎。
|
||
</p>
|
||
</footer>
|
||
</div>
|
||
|
||
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|
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