485 lines
39 KiB
HTML
485 lines
39 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>深度行研 | 安徽国资</title>
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<body class="min-h-screen p-4 sm:p-8">
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<div class="max-w-7xl mx-auto space-y-12">
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<!-- Header -->
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<header class="text-center py-8">
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<h1 class="text-4xl md:text-6xl font-bold fui-title text-sky-300">深度行研 | 安徽国资</h1>
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<p class="mt-4 text-sm text-slate-400">
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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
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<br>
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<span class="opacity-70">本报告为AI合成数据，投资需谨慎。</span>
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</p>
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</header>
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<!-- Insight Section -->
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<main class="space-y-8">
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<div class="glass-card p-6 md:p-8">
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<h2 class="text-2xl font-bold mb-6 fui-header">[ 核心观点摘要 ]</h2>
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<p class="text-slate-300 leading-relaxed">“安徽国资”概念正处于从<strong class="text-sky-400">“合肥模式”的局部成功</strong>向<strong class="text-sky-400">“安徽模式”的全面深化</strong>演进的关键阶段。其核心驱动力源自<strong class="text-fuchsia-400">顶层政策设计（“大资产”统筹）</strong>与<strong class="text-fuchsia-400">市场化运作（类VC式产业投资与并购）</strong>的有效结合。未来，该概念的潜力在于，通过对传统产业的改革提效与对新兴产业的前瞻布局，有望系统性地提升省内国资资产的证券化率和价值实现能力，形成一个独特的、由国资主导的区域性创新增长极。</p>
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</div>
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
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<div class="glass-card p-6 md:p-8">
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<h3 class="text-xl font-bold mb-4 fui-header">[ 0. 概念事件 ]</h3>
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<ul class="space-y-3 text-sm text-slate-300">
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<li><strong>长期背景:</strong> 以合肥市国资为代表，成功投资培育京东方、蔚来汽车等龙头，形成“合肥模式”。</li>
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<li><strong>核心催化:</strong> 2024年10月24日，安徽省印发《安徽省推进“大资产”统筹管理总体工作方案》，标志着“合肥模式”提升至省级战略，当日安徽建工涨停。</li>
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<li><strong>持续发酵:</strong>
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<ul class="list-disc list-inside pl-4 mt-2 space-y-2">
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<li>资本运作活跃，以6起交易、54.68亿元规模全国名列前茅。</li>
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<li>安徽省国资委明确将“市值管理”纳入国企考核，驱动估值修复预期。</li>
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<li>产业集群崛起，2024年初安徽汽车产量跃居全国第一。</li>
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<li>创新生态完善，启动基金份额转让试点，打通“募投管退”闭环。</li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="glass-card p-6 md:p-8">
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<h3 class="text-xl font-bold mb-4 fui-header">[ 1. 核心逻辑与市场认知 ]</h3>
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<ul class="space-y-3 text-sm text-slate-300">
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<li><strong>政策强力驱动:</strong> 《“大资产”统筹管理》是行动纲领，“市值管理”纳入考核是执行工具。</li>
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<li><strong>“合肥模式”可复制性预期:</strong> 市场对“安徽模式”抱有高期待，源于“合肥模式”的成功先例。</li>
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<li><strong>雄厚产业基础:</strong> 在汽车、高端制造、新材料等领域拥有坚实的国资产业集群。</li>
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<li><strong>预期差分析:</strong>
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<ul class="list-disc list-inside pl-4 mt-2 space-y-2">
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<li><strong class="text-amber-400">市场过于乐观:</strong> 改革从政策到落地存在时间周期，市场可能低估其复杂性。</li>
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<li><strong class="text-amber-400">传统产业价值被低估:</strong> 基建、能源等“压舱石”资产的提质增效是持续投资的“造血机器”。</li>
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<li><strong class="text-amber-400">忽略监管“刹车机制”:</strong> 资本运作并非无边界，而是在严格的监管和风控框架下进行。</li>
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</ul>
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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="glass-card p-6 md:p-8">
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<h3 class="text-xl font-bold mb-4 fui-header">[ 2. 关键催化剂与未来发展路径 ]</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
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<div>
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<h4 class="font-semibold text-sky-400 mb-2">近期催化剂 (未来3-6个月)</h4>
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<ul class="list-decimal list-inside space-y-2 text-sm text-slate-300">
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<li>市值管理细则出台，直接引爆国企估值重塑。</li>
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<li>新的重大并购或对前沿科技领域的战略投资落地。</li>
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<li>《“大资产”统筹管理方案》首批项目清单公布。</li>
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</ul>
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</div>
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<div>
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<h4 class="font-semibold text-fuchsia-400 mb-2">长期发展路径</h4>
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<ul class="space-y-2 text-sm text-slate-300">
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<li><strong>第一阶段 (当前-2025):</strong> “固本培元”，深化存量改革，提升核心资产盈利能力。</li>
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<li><strong>第二阶段 (2025-2027):</strong> “开疆拓土”，系统性复制“合肥模式”，培育新“链主”企业。</li>
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<li><strong>第三阶段 (2027以后):</strong> “生态自成”，国资从“投资者”转变为“生态营造者”。</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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<!-- Supporting Data Tabs -->
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<div x-data="{ tab: 'news' }" class="glass-card p-6 md:p-8">
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<div class="border-b border-slate-700">
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<nav class="flex space-x-4" aria-label="Tabs">
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<button @click="tab = 'news'" :class="{ 'tab-active': tab === 'news' }" class="tab tab-bordered">新闻洞察</button>
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<button @click="tab = 'roadshow'" :class="{ 'tab-active': tab === 'roadshow' }" class="tab tab-bordered">路演纪要</button>
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<button @click="tab = 'research'" :class="{ 'tab-active': tab === 'research' }" class="tab tab-bordered">研报精粹</button>
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</nav>
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</div>
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<div class="pt-6">
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<!-- News Content -->
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<div x-show="tab === 'news'" x-transition>
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<div class="bento-grid">
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<div class="glass-card p-4 space-y-2 col-span-1 md:col-span-2">
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<h4 class="font-bold text-sky-400">政策与改革</h4>
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<p class="text-xs text-slate-300">安徽省印发《“大资产”统筹管理总体工作方案》，构建改革政策体系，统筹管理国有“三资”，引发安徽建工等概念股异动。</p>
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</div>
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<div class="glass-card p-4 space-y-2">
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<h4 class="font-bold text-sky-400">资本运作</h4>
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<p class="text-xs text-slate-300">并购活跃，形成“安徽模式”，以6起交易、54.68亿元规模全国领先，案例包括马鞍山国资入主蓝黛科技。</p>
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</div>
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<div class="glass-card p-4 space-y-2">
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<h4 class="font-bold text-sky-400">产业投资</h4>
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<p class="text-xs text-slate-300">持续对蔚来等战略新兴产业进行投资，体现“投早、投小、投科技”策略。国资背景企业如安徽合力、奇瑞成为产业链核心。</p>
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</div>
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<div class="glass-card p-4 space-y-2">
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<h4 class="font-bold text-sky-400">产业成就</h4>
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<p class="text-xs text-slate-300">2024年1-2月，安徽汽车、新能源汽车产量均跃居全国第一，实现历史性突破。</p>
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</div>
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</div>
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</div>
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<!-- Roadshow Content -->
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<div x-show="tab === 'roadshow'" x-transition>
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<div class="bento-grid">
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<div class="glass-card p-4 space-y-2 col-span-1 md:col-span-2">
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<h4 class="font-bold text-fuchsia-400">市值管理纳入考核</h4>
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<p class="text-xs text-slate-300">安徽省国资委明确要求将市值管理纳入国企考核，但尚未细化方案。安徽建工、安徽合力等公司正待国资委指引制定具体方案，旨在推动价值创造、传递与实现。</p>
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</div>
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<div class="glass-card p-4 space-y-2">
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<h4 class="font-bold text-fuchsia-400">区域深度绑定</h4>
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<p class="text-xs text-slate-300">安徽建工省内营收占比超80%，深度参与安徽“十四五”交通投资（超千亿）、水利、城中村改造等项目，与区域发展高度绑定。</p>
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</div>
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<div class="glass-card p-4 space-y-2">
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<h4 class="font-bold text-fuchsia-400">国企改革机遇</h4>
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<p class="text-xs text-slate-300">响应“一揽子化债”及央企资源整合，地方国企或受益于区域基建投资优先权。国资监管鼓励主业聚焦，支持产业链延伸，但对跨界并购持谨慎态度。</p>
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</div>
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</div>
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</div>
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<!-- Research Report Content -->
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<div x-show="tab === 'research'" x-transition>
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<div class="bento-grid">
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<div class="glass-card p-4 space-y-2">
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<h4 class="font-bold text-amber-400">核心国资企业</h4>
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<p class="text-xs text-slate-300">研报覆盖多家安徽国资龙头，如<strong class="text-white">古井贡酒</strong>（亳州市国资委）、<strong class="text-white">合百集团</strong>（合肥市国资委）、<strong class="text-white">皖能电力/皖天然气</strong>（安徽省国资委）等，它们是安徽经济的重要引擎。</p>
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</div>
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<div class="glass-card p-4 space-y-2">
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<h4 class="font-bold text-amber-400">产业升级代表</h4>
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<p class="text-xs text-slate-300"><strong class="text-white">安徽合力</strong>作为省属国企，不仅主业稳固，还积极布局智能物流，与华为合作创新，展示了安徽国资企业向高端制造转型的决心。</p>
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</div>
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<div class="glass-card p-4 space-y-2">
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<h4 class="font-bold text-amber-400">央地整合案例</h4>
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<p class="text-xs text-slate-300"><strong class="text-white">马钢股份</strong>由中国宝武重组，<strong class="text-white">江南化工</strong>由中国兵器工业集团控股，代表了省属国企与央企的整合，是国资布局优化的典型。</p>
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</div>
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<div class="glass-card p-4 space-y-2">
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<h4 class="font-bold text-amber-400">政策影响力</h4>
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<p class="text-xs text-slate-300"><strong class="text-white">安徽省医保局</strong>主导发起28省（区、兵团）的IVD集采联盟，体现了安徽在国家级政策协调中的重要角色和影响力。</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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<!-- ECharts and Company Analysis -->
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<div class.bind="grid grid-cols-1 xl:grid-cols-5 gap-8">
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<div class="xl:col-span-3 glass-card p-6 md:p-8">
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<h3 class="text-xl font-bold mb-4 fui-header">[ 4. 核心玩家深度剖析 ]</h3>
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<div class="space-y-4 text-sm">
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<div class="p-4 rounded-lg bg-slate-800/50">
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<h4 class="font-bold text-sky-400">安徽建工 (600502) ★★★★★</h4>
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<p class="text-xs text-slate-300 mt-1">逻辑最纯粹，是安徽基建投资和国企改革的直接执行者，超90%收入来自省内，与安徽经济高度绑定。风险在于依赖地方财政。</p>
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</div>
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<div class="p-4 rounded-lg bg-slate-800/50">
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<h4 class="font-bold text-sky-400">安徽合力 (600761) ★★★★☆</h4>
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<p class="text-xs text-slate-300 mt-1">兼具“国企改革”和“产业升级”双重逻辑。全球叉车龙头，主业稳固，积极布局机器人，想象空间大。风险在于新业务能否成功。</p>
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</div>
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<div class="p-4 rounded-lg bg-slate-800/50">
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<h4 class="font-bold text-sky-400">古井贡酒 (000596) ★★★☆☆</h4>
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<p class="text-xs text-slate-300 mt-1">体现安徽国资优质“核心资产”价值。省内白酒绝对龙头，受益于消费升级。风险在于全国化扩张竞争激烈。</p>
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</div>
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<div class="p-4 rounded-lg bg-slate-800/50">
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<h4 class="font-bold text-sky-400">晶合集成 (688249) ★★★★☆</h4>
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<p class="text-xs text-slate-300 mt-1">“合肥模式”最典型的成功案例之一，代表安徽国资在新兴产业的投资方向。风险在于半导体行业周期性波动和技术迭代。</p>
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</div>
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</div>
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</div>
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<div class="xl:col-span-2 glass-card p-6 md:p-8">
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<h3 class="text-xl font-bold mb-4 fui-header">[ 上市公司地域分布 ]</h3>
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<div id="echarts-dist" class="w-full h-96"></div>
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</div>
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</div>
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|
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<div class="glass-card p-6 md:p-8">
|
||
<h3 class="text-xl font-bold mb-4 fui-header">[ 5. 潜在风险与挑战 ]</h3>
|
||
<ul class="list-disc list-inside space-y-2 text-sm text-slate-300">
|
||
<li><strong class="text-red-400">执行与协同风险：</strong>省级方案宏大，但可能面临地方利益协调、跨部门协同效率低下等问题，导致改革不及预期。</li>
|
||
<li><strong class="text-red-400">投资失败风险：</strong>“合肥模式”的成功有偶然性，大规模复制可能因决策失误导致国有资产损失。</li>
|
||
<li><strong class="text-red-400">地方债务风险：</strong>国资运作与地方政府财政健康度密切相关，是不可忽视的宏观背景风险。</li>
|
||
<li><strong class="text-red-400">信息交叉验证风险：</strong>新闻数据中的“积极扩张”与路演纪要中的“审慎监管”存在内在张力，监管态度是关键变量。</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<!-- Stock List Table -->
|
||
<div class="glass-card p-6 md:p-8">
|
||
<h2 class="text-2xl font-bold mb-6 fui-header">[ 核心关联上市公司 ]</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-sm w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>安徽国资所属市（区）</th>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>安徽国资所属市（区）</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>安徽合力</td><td><a href="https://valuefrontier.cn/company?scode=600761" target="_blank" class="link link-hover text-sky-400">600761</a></td><td>安徽省</td><td>安徽建工</td><td><a href="https://valuefrontier.cn/company?scode=600502" target="_blank" class="link link-hover text-sky-400">600502</a></td><td>安徽省</td></tr>
|
||
<tr><td>安凯客车</td><td><a href="https://valuefrontier.cn/company?scode=000868" target="_blank" class="link link-hover text-sky-400">000868</a></td><td>安徽省</td><td>国元证券</td><td><a href="https://valuefrontier.cn/company?scode=000728" target="_blank" class="link link-hover text-sky-400">000728</a></td><td>安徽省</td></tr>
|
||
<tr><td>海螺新材</td><td><a href="https://valuefrontier.cn/company?scode=000619" target="_blank" class="link link-hover text-sky-400">000619</a></td><td>安徽省</td><td>恒源煤电</td><td><a href="https://valuefrontier.cn/company?scode=600971" target="_blank" class="link link-hover text-sky-400">600971</a></td><td>安徽省</td></tr>
|
||
<tr><td>华塑股份</td><td><a href="https://valuefrontier.cn/company?scode=600935" target="_blank" class="link link-hover text-sky-400">600935</a></td><td>安徽省</td><td>淮河能源</td><td><a href="https://valuefrontier.cn/company?scode=600575" target="_blank" class="link link-hover text-sky-400">600575</a></td><td>安徽省</td></tr>
|
||
<tr><td>建研设计</td><td><a href="https://valuefrontier.cn/company?scode=301167" target="_blank" class="link link-hover text-sky-400">301167</a></td><td>安徽省</td><td>铜冠矿建</td><td>920019</td><td>安徽省</td></tr>
|
||
<tr><td>铜冠铜箔</td><td><a href="https://valuefrontier.cn/company?scode=301217" target="_blank" class="link link-hover text-sky-400">301217</a></td><td>安徽省</td><td>铜陵有色</td><td><a href="https://valuefrontier.cn/company?scode=000630" target="_blank" class="link link-hover text-sky-400">000630</a></td><td>安徽省</td></tr>
|
||
<tr><td>皖天然气</td><td><a href="https://valuefrontier.cn/company?scode=603689" target="_blank" class="link link-hover text-sky-400">603689</a></td><td>安徽省</td><td>皖通高速</td><td><a href="https://valuefrontier.cn/company?scode=600012" target="_blank" class="link link-hover text-sky-400">600012</a></td><td>安徽省</td></tr>
|
||
<tr><td>皖维高新</td><td><a href="https://valuefrontier.cn/company?scode=600063" target="_blank" class="link link-hover text-sky-400">600063</a></td><td>安徽省</td><td>海螺水泥</td><td><a href="https://valuefrontier.cn/company?scode=600585" target="_blank" class="link link-hover text-sky-400">600585</a></td><td>安徽省</td></tr>
|
||
<tr><td>华安证券</td><td><a href="https://valuefrontier.cn/company?scode=600909" target="_blank" class="link link-hover text-sky-400">600909</a></td><td>安徽省</td><td>淮北矿业</td><td><a href="https://valuefrontier.cn/company?scode=600985" target="_blank" class="link link-hover text-sky-400">600985</a></td><td>安徽省</td></tr>
|
||
<tr><td>江淮汽车</td><td><a href="https://valuefrontier.cn/company?scode=600418" target="_blank" class="link link-hover text-sky-400">600418</a></td><td>安徽省</td><td>设计总院</td><td><a href="https://valuefrontier.cn/company?scode=603357" target="_blank" class="link link-hover text-sky-400">603357</a></td><td>安徽省</td></tr>
|
||
<tr><td>皖能电力</td><td><a href="https://valuefrontier.cn/company?scode=000543" target="_blank" class="link link-hover text-sky-400">000543</a></td><td>安徽省</td><td>长信科技</td><td><a href="https://valuefrontier.cn/company?scode=300088" target="_blank" class="link link-hover text-sky-400">300088</a></td><td>安徽省</td></tr>
|
||
<tr><td>时代出版</td><td><a href="https://valuefrontier.cn/company?scode=600551" target="_blank" class="link link-hover text-sky-400">600551</a></td><td>安徽省</td><td>皖新传媒</td><td><a href="https://valuefrontier.cn/company?scode=601801" target="_blank" class="link link-hover text-sky-400">601801</a></td><td>安徽省</td></tr>
|
||
<tr><td>国风新材</td><td><a href="https://valuefrontier.cn/company?scode=000859" target="_blank" class="link link-hover text-sky-400">000859</a></td><td>合肥市</td><td>合百集团</td><td><a href="https://valuefrontier.cn/company?scode=000417" target="_blank" class="link link-hover text-sky-400">000417</a></td><td>合肥市</td></tr>
|
||
<tr><td>晶合集成</td><td><a href="https://valuefrontier.cn/company?scode=688249" target="_blank" class="link link-hover text-sky-400">688249</a></td><td>合肥市</td><td>颀中科技</td><td><a href="https://valuefrontier.cn/company?scode=688352" target="_blank" class="link link-hover text-sky-400">688352</a></td><td>合肥市</td></tr>
|
||
<tr><td>合肥城建</td><td><a href="https://valuefrontier.cn/company?scode=002208" target="_blank" class="link link-hover text-sky-400">002208</a></td><td>合肥市</td><td>三佳科技</td><td><a href="https://valuefrontier.cn/company?scode=600520" target="_blank" class="link link-hover text-sky-400">600520</a></td><td>合肥市</td></tr>
|
||
<tr><td>大富科技</td><td><a href="https://valuefrontier.cn/company?scode=300134" target="_blank" class="link link-hover text-sky-400">300134</a></td><td>蚌埠市</td><td>佳先股份</td><td>920489</td><td>蚌埠市</td></tr>
|
||
<tr><td>和科达</td><td></td><td>阜阳市颍泉区</td><td>珈伟新能</td><td><a href="https://valuefrontier.cn/company?scode=300317" target="_blank" class="link link-hover text-sky-400">300317</a></td><td>阜阳市颍泉区</td></tr>
|
||
<tr><td>黄山旅游</td><td><a href="https://valuefrontier.cn/company?scode=600054" target="_blank" class="link link-hover text-sky-400">600054</a></td><td>黄山市</td><td>光洋股份</td><td><a href="https://valuefrontier.cn/company?scode=002708" target="_blank" class="link link-hover text-sky-400">002708</a></td><td>黄山市</td></tr>
|
||
<tr><td>锐新科技</td><td><a href="https://valuefrontier.cn/company?scode=300828" target="_blank" class="link link-hover text-sky-400">300828</a></td><td>黄山市</td><td>华茂股份</td><td><a href="https://valuefrontier.cn/company?scode=000850" target="_blank" class="link link-hover text-sky-400">000850</a></td><td>安庆市</td></tr>
|
||
<tr><td>古井贡酒</td><td><a href="https://valuefrontier.cn/company?scode=000596" target="_blank" class="link link-hover text-sky-400">000596</a></td><td>亳州市</td><td>九华旅游</td><td><a href="https://valuefrontier.cn/company?scode=603199" target="_blank" class="link link-hover text-sky-400">603199</a></td><td>池州市</td></tr>
|
||
<tr><td>宝利国际</td><td><a href="https://valuefrontier.cn/company?scode=300135" target="_blank" class="link link-hover text-sky-400">300135</a></td><td>池州市</td><td>金种子酒</td><td><a href="https://valuefrontier.cn/company?scode=600199" target="_blank" class="link link-hover text-sky-400">600199</a></td><td>阜阳市</td></tr>
|
||
<tr><td>闽东电力</td><td><a href="https://valuefrontier.cn/company?scode=000993" target="_blank" class="link link-hover text-sky-400">000993</a></td><td>宁德市</td><td>博世科</td><td><a href="https://valuefrontier.cn/company?scode=300422" target="_blank" class="link link-hover text-sky-400">300422</a></td><td>宁国市</td></tr>
|
||
<tr><td>全柴动力</td><td><a href="https://valuefrontier.cn/company?scode=600218" target="_blank" class="link link-hover text-sky-400">600218</a></td><td>滁州市全椒县</td><td>铜峰电子</td><td><a href="https://valuefrontier.cn/company?scode=600237" target="_blank" class="link link-hover text-sky-400">600237</a></td><td>铜陵市</td></tr>
|
||
<tr><td>埃夫特</td><td><a href="https://valuefrontier.cn/company?scode=688165" target="_blank" class="link link-hover text-sky-400">688165</a></td><td>芜湖市</td><td>神剑股份</td><td><a href="https://valuefrontier.cn/company?scode=002361" target="_blank" class="link link-hover text-sky-400">002361</a></td><td>芜湖市</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Rise Analysis Table -->
|
||
<div class="glass-card p-6 md:p-8">
|
||
<h2 class="text-2xl font-bold mb-6 fui-header">[ 涨幅异动分析 ]</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>涨跌幅</th>
|
||
<th>日期</th>
|
||
<th class="w-2/3">异动归因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>信达证券</td><td><a href="https://valuefrontier.cn/company?scode=601059" target="_blank" class="link link-hover text-sky-400">601059</a></td><td class="stock-up">+9.98%</td><td>2025-08-22</td><td class="text-xs leading-relaxed">安徽国资券商整合预期升温，叠加东莞证券IPO提速，被资金选为“影子股”与“潜在整合标的”共振涨停。</td></tr>
|
||
<tr><td>安徽凤凰</td><td>920000</td><td class="stock-up">+9.37%</td><td>2025-10-29</td><td class="text-xs leading-relaxed">由市场对“安徽+硬科技”主题追捧驱动的题材性炒作，关联同日爆发的位于安徽的核聚变、量子通信等重大科技创新新闻。</td></tr>
|
||
<tr><td>马钢股份</td><td><a href="https://valuefrontier.cn/company?scode=600808" target="_blank" class="link link-hover text-sky-400">600808</a></td><td class="stock-up">+9.97%</td><td>2025-08-06</td><td class="text-xs leading-relaxed">粗钢限产政策落地+成本端铁矿焦炭双降+安徽国资整合预期，三因素共振推升涨停。</td></tr>
|
||
<tr><td>集友股份</td><td><a href="https://valuefrontier.cn/company?scode=603429" target="_blank" class="link link-hover text-sky-400">603429</a></td><td class="stock-up">+10.0%</td><td>2025-11-10</td><td class="text-xs leading-relaxed">安徽省国资委主任调研HNB车间，支持安庆城投参股，升级为“省级国资站台”的新型烟草平台预期，协议价形成套利底。</td></tr>
|
||
<tr><td>同兴科技</td><td><a href="https://valuefrontier.cn/company?scode=003027" target="_blank" class="link link-hover text-sky-400">003027</a></td><td class="stock-up">+9.98%</td><td>2025-11-12</td><td class="text-xs leading-relaxed">公告32亿钠电项目，安徽滁州配套产业基金+设备补贴，锁定“储能+钠离子”双赛道重估，资金抢筹一字板。</td></tr>
|
||
<tr><td>华菱精工</td><td><a href="https://valuefrontier.cn/company?scode=603356" target="_blank" class="link link-hover text-sky-400">603356</a></td><td class="stock-up">+9.97%</td><td>2025-10-22</td><td class="text-xs leading-relaxed">安徽国资委官宣将其列入“混改标杆项目”，市场定价“引入战投+股权激励”稀缺期权，构成硬触发。</td></tr>
|
||
<tr><td>蓝黛科技</td><td><a href="https://valuefrontier.cn/company?scode=002765" target="_blank" class="link link-hover text-sky-400">002765</a></td><td class="stock-up">+6.91%</td><td>2025-09-16</td><td class="text-xs leading-relaxed">控制权变更获安徽省国资委批复，江东产投入主，叠加机器人产业链布局预期，引发市场积极反应。</td></tr>
|
||
<tr><td>英利汽车</td><td><a href="https://valuefrontier.cn/company?scode=601279" target="_blank" class="link link-hover text-sky-400">601279</a></td><td class="stock-up">+9.94%</td><td>2025-11-14</td><td class="text-xs leading-relaxed">公告18亿合肥轻量化项目+安徽省战新基金入股+蔚来5年锁单，被重估为“蔚来NT3.0一体化压铸核心供应商”。</td></tr>
|
||
<tr><td>长城军工</td><td><a href="https://valuefrontier.cn/company?scode=601606" target="_blank" class="link link-hover text-sky-400">601606</a></td><td class="stock-up">+10.0%</td><td>2025-10-28</td><td class="text-xs leading-relaxed">国资委批复安徽军工集团并入兵器装备集团，公司由“地方军工”升格为“央企核心配套”，订单与盈利预期重估。</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
const stockData = [
|
||
{"stock": "安徽合力", "stock_code": "600761", "city": "安徽省"},
|
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{"stock": "安徽建工", "stock_code": "600502", "city": "安徽省"},
|
||
{"stock": "安凯客车", "stock_code": "000868", "city": "安徽省"},
|
||
{"stock": "国元证券", "stock_code": "000728", "city": "安徽省"},
|
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{"stock": "海螺新材", "stock_code": "000619", "city": "安徽省"},
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{"stock": "恒源煤电", "stock_code": "600971", "city": "安徽省"},
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{"stock": "华塑股份", "stock_code": "600935", "city": "安徽省"},
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||
{"stock": "淮河能源", "stock_code": "600575", "city": "安徽省"},
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||
{"stock": "建研设计", "stock_code": "301167", "city": "安徽省"},
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||
{"stock": "铜冠矿建", "stock_code": "920019", "city": "安徽省"},
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{"stock": "铜冠铜箔", "stock_code": "301217", "city": "安徽省"},
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{"stock": "铜陵有色", "stock_code": "000630", "city": "安徽省"},
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{"stock": "皖天然气", "stock_code": "603689", "city": "安徽省"},
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||
{"stock": "皖通高速", "stock_code": "600012", "city": "安徽省"},
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{"stock": "皖维高新", "stock_code": "600063", "city": "安徽省"},
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{"stock": "海螺水泥", "stock_code": "600585", "city": "安徽省"},
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{"stock": "华安证券", "stock_code": "600909", "city": "安徽省"},
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{"stock": "淮北矿业", "stock_code": "600985", "city": "安徽省"},
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{"stock": "江淮汽车", "stock_code": "600418", "city": "安徽省"},
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{"stock": "设计总院", "stock_code": "603357", "city": "安徽省"},
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{"stock": "皖能电力", "stock_code": "000543", "city": "安徽省"},
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{"stock": "长信科技", "stock_code": "300088", "city": "安徽省"},
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{"stock": "时代出版", "stock_code": "600551", "city": "安徽省"},
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{"stock": "皖新传媒", "stock_code": "601801", "city": "安徽省"},
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{"stock": "国风新材", "stock_code": "000859", "city": "合肥市"},
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{"stock": "合百集团", "stock_code": "000417", "city": "合肥市"},
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{"stock": "晶合集成", "stock_code": "688249", "city": "合肥市"},
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{"stock": "颀中科技", "stock_code": "688352", "city": "合肥市"},
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{"stock": "合肥城建", "stock_code": "002208", "city": "合肥市"},
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{"stock": "三佳科技", "stock_code": "600520", "city": "合肥市"},
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{"stock": "大富科技", "stock_code": "300134", "city": "蚌埠市"},
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{"stock": "佳先股份", "stock_code": "920489", "city": "蚌埠市"},
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{"stock": "和科达", "city": "阜阳市颍泉区"},
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{"stock": "珈伟新能", "stock_code": "300317", "city": "阜阳市颍泉区"},
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{"stock": "黄山旅游", "stock_code": "600054", "city": "黄山市"},
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||
{"stock": "光洋股份", "stock_code": "002708", "city": "黄山市"},
|
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{"stock": "锐新科技", "stock_code": "300828", "city": "黄山市"},
|
||
{"stock": "华茂股份", "stock_code": "000850", "city": "安庆市"},
|
||
{"stock": "古井贡酒", "stock_code": "000596", "city": "亳州市"},
|
||
{"stock": "九华旅游", "stock_code": "603199", "city": "池州市"},
|
||
{"stock": "宝利国际", "stock_code": "300135", "city": "池州市"},
|
||
{"stock": "金种子酒", "stock_code": "600199", "city": "阜阳市"},
|
||
{"stock": "闽东电力", "stock_code": "000993", "city": "宁德市"},
|
||
{"stock": "博世科", "stock_code": "300422", "city": "宁国市"},
|
||
{"stock": "全柴动力", "stock_code": "600218", "city": "滁州市全椒县"},
|
||
{"stock": "铜峰电子", "stock_code": "600237", "city": "铜陵市"},
|
||
{"stock": "埃夫特", "stock_code": "688165", "city": "芜湖市"},
|
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{"stock": "神剑股份", "stock_code": "002361", "city": "芜湖市"}
|
||
];
|
||
|
||
const cityCounts = stockData.reduce((acc, stock) => {
|
||
const city = stock.city || '其他';
|
||
acc[city] = (acc[city] || 0) + 1;
|
||
return acc;
|
||
}, {});
|
||
|
||
const chartDom = document.getElementById('echarts-dist');
|
||
const myChart = echarts.init(chartDom);
|
||
const option = {
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: { type: 'shadow' },
|
||
backgroundColor: 'rgba(23, 23, 33, 0.8)',
|
||
borderColor: '#64748b',
|
||
textStyle: { color: '#e0e0e0' }
|
||
},
|
||
grid: { left: '3%', right: '4%', bottom: '3%', containLabel: true },
|
||
xAxis: {
|
||
type: 'value',
|
||
boundaryGap: [0, 0.01],
|
||
axisLabel: { color: '#9ca3af' },
|
||
splitLine: { lineStyle: { color: 'rgba(100, 116, 139, 0.2)' } }
|
||
},
|
||
yAxis: {
|
||
type: 'category',
|
||
data: Object.keys(cityCounts).sort((a, b) => cityCounts[a] - cityCounts[b]),
|
||
axisLabel: { color: '#e0e0e0', fontSize: 10 }
|
||
},
|
||
series: [{
|
||
name: '公司数量',
|
||
type: 'bar',
|
||
data: Object.values(cityCounts).sort((a,b)=> a - b),
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(1, 0, 0, 0, [
|
||
{ offset: 0, color: '#0ea5e9' },
|
||
{ offset: 1, color: '#67e8f9' }
|
||
]),
|
||
borderRadius: [0, 5, 5, 0]
|
||
},
|
||
emphasis: {
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(1, 0, 0, 0, [
|
||
{ offset: 0, color: '#67e8f9' },
|
||
{ offset: 1, color: '#a5f3fc' }
|
||
])
|
||
}
|
||
}
|
||
}]
|
||
};
|
||
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
});
|
||
</script>
|
||
|
||
</body>
|
||
</html> |