365 lines
19 KiB
HTML
365 lines
19 KiB
HTML
<!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>反制关税涨价预期 - 行业洞察与股票分析</title>
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
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<!-- Font Awesome Icons -->
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- Tailwind CSS -->
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<script src="https://cdn.tailwindcss.com"></script>
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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%, #c3cfe2 100%);
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min-height: 100vh;
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}
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.concept-header {
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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color: white;
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padding: 3rem 0;
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margin-bottom: 2rem;
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position: relative;
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overflow: hidden;
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}
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.concept-header::before {
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content: "";
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position: absolute;
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top: 0;
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left: 0;
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width: 100%;
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height: 100%;
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background: url('data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 1440 320"><path fill="%23ffffff" fill-opacity="0.1" d="M0,96L48,112C96,128,192,160,288,160C384,160,480,128,576,122.7C672,117,768,139,864,133.3C960,128,1056,96,1152,90.7C1248,85,1344,107,1392,117.3L1440,128L1440,320L1392,320C1344,320,1248,320,1152,320C1056,320,960,320,864,320C768,320,672,320,576,320C480,320,384,320,288,320C192,320,96,320,48,320L0,320Z"></path></svg>') no-repeat bottom;
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background-size: cover;
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}
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.insight-card {
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background: white;
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border-radius: 1rem;
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box-shadow: 0 10px 25px rgba(0, 0, 0, 0.08);
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transition: transform 0.3s ease, box-shadow 0.3s ease;
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}
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.insight-card:hover {
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transform: translateY(-5px);
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box-shadow: 0 15px 35px rgba(0, 0, 0, 0.12);
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}
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.table-container {
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overflow-x: auto;
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max-height: 600px;
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overflow-y: auto;
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}
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@media (max-width: 768px) {
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.concept-header {
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padding: 2rem 0;
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}
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.insight-card {
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margin-bottom: 1.5rem;
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}
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}
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.highlight-text {
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background: linear-gradient(120deg, #a1c4fd 0%, #c2e9fb 100%);
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background-clip: text;
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-webkit-background-clip: text;
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color: transparent;
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font-weight: 700;
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}
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.industry-tag {
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display: inline-block;
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padding: 0.25rem 0.75rem;
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border-radius: 9999px;
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font-size: 0.75rem;
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font-weight: 600;
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margin-right: 0.5rem;
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margin-bottom: 0.5rem;
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}
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.tag-vitamin {
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background-color: #fef3c7;
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color: #92400e;
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}
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.tag-antibiotic {
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background-color: #dbeafe;
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color: #1e40af;
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}
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.tag-amino {
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background-color: #d1fae5;
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color: #065f46;
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}
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.tag-other {
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background-color: #e9d5ff;
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color: #6b21a8;
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}
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table {
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width: 100%;
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border-collapse: collapse;
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}
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thead th {
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position: sticky;
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top: 0;
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background: #f9fafb;
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z-index: 10;
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}
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</style>
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</head>
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<body>
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<!-- Header Section -->
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<header class="concept-header">
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<div class="container mx-auto px-4 relative z-10">
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<div class="text-center">
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<h1 class="text-4xl md:text-5xl font-bold mb-4">反制关税涨价预期</h1>
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<p class="text-xl md:text-2xl opacity-90 max-w-3xl mx-auto">中美贸易摩擦下的市场机遇与投资策略分析</p>
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<div class="mt-6 flex justify-center space-x-4">
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<span class="bg-white bg-opacity-20 px-4 py-2 rounded-full text-sm font-medium">维生素行业</span>
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<span class="bg-white bg-opacity-20 px-4 py-2 rounded-full text-sm font-medium">抗生素领域</span>
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<span class="bg-white bg-opacity-20 px-4 py-2 rounded-full text-sm font-medium">氨基酸市场</span>
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</div>
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</div>
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</div>
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</header>
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<!-- Main Content -->
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<main class="container mx-auto px-4 pb-12">
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<!-- Executive Summary -->
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<div class="insight-card p-6 mb-8">
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<div class="flex items-center mb-4">
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<div class="w-12 h-12 rounded-full bg-gradient-to-r from-purple-500 to-indigo-600 flex items-center justify-center mr-4">
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<i class="fas fa-chart-line text-white text-xl"></i>
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</div>
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<h2 class="text-2xl font-bold text-gray-800">核心观点摘要</h2>
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</div>
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<div class="bg-gradient-to-r from-purple-50 to-indigo-50 p-6 rounded-xl">
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<p class="text-gray-700 leading-relaxed">
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当前"反制关税涨价预期"已从早期的激进炒作阶段转向<span class="highlight-text">"政策缓和+需求修复"的基本面驱动阶段</span>。核心逻辑在于：政策层面，中美取消91%反制关税，直接缓解了市场对贸易摩擦升级的担忧；需求层面，关税取消后，出口至美国的中国商品需求修复，叠加国内"稳增长"政策推动的内需增长，相关商品供需格局改善，价格上涨预期强化。
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</p>
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</div>
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</div>
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<!-- Concept Analysis -->
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-8 mb-8">
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<!-- Core Logic -->
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<div class="insight-card p-6">
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<div class="flex items-center mb-4">
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<div class="w-10 h-10 rounded-full bg-gradient-to-r from-blue-500 to-cyan-600 flex items-center justify-center mr-3">
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<i class="fas fa-lightbulb text-white"></i>
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</div>
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<h3 class="text-xl font-bold text-gray-800">核心逻辑分析</h3>
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</div>
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<div class="space-y-4">
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<div class="flex">
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<div class="flex-shrink-0 w-8 h-8 rounded-full bg-blue-100 flex items-center justify-center mr-3">
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<span class="text-blue-600 font-bold">1</span>
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</div>
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<div>
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<h4 class="font-semibold text-gray-800 mb-1">政策缓和</h4>
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<p class="text-gray-600 text-sm">中美取消91%反制关税，贸易摩擦风险下降，为企业出口提供政策托底</p>
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</div>
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</div>
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<div class="flex">
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<div class="flex-shrink-0 w-8 h-8 rounded-full bg-green-100 flex items-center justify-center mr-3">
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<span class="text-green-600 font-bold">2</span>
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</div>
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<div>
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<h4 class="font-semibold text-gray-800 mb-1">需求修复</h4>
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<p class="text-gray-600 text-sm">出口需求回升+内需政策推动，相关商品供需格局改善</p>
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</div>
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</div>
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<div class="flex">
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<div class="flex-shrink-0 w-8 h-8 rounded-full bg-purple-100 flex items-center justify-center mr-3">
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<span class="text-purple-600 font-bold">3</span>
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</div>
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<div>
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<h4 class="font-semibold text-gray-800 mb-1">产业链优势</h4>
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<p class="text-gray-600 text-sm">中国在维生素、抗生素等领域具有全球产能优势，议价能力强</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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<!-- Market Sentiment -->
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<div class="insight-card p-6">
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<div class="flex items-center mb-4">
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<div class="w-10 h-10 rounded-full bg-gradient-to-r from-amber-500 to-orange-600 flex items-center justify-center mr-3">
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<i class="fas fa-users text-white"></i>
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</div>
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<h3 class="text-xl font-bold text-gray-800">市场热度与情绪</h3>
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</div>
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<div class="space-y-4">
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<div class="bg-amber-50 p-4 rounded-lg">
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<div class="flex items-center mb-2">
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<i class="fas fa-fire text-amber-500 mr-2"></i>
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<h4 class="font-semibold text-gray-800">市场热度</h4>
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</div>
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<p class="text-gray-600 text-sm">自2025年4月中美取消91%反制关税以来，相关概念股价表现活跃，资金关注度提升</p>
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</div>
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<div class="bg-blue-50 p-4 rounded-lg">
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<div class="flex items-center mb-2">
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<i class="fas fa-balance-scale text-blue-500 mr-2"></i>
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<h4 class="font-semibold text-gray-800">市场情绪</h4>
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</div>
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<p class="text-gray-600 text-sm">当前市场主流情绪为"谨慎乐观"，政策缓和与需求修复趋势明确，但对政策落实效果和需求修复持续性存在分歧</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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<!-- Stock Data Table -->
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<div class="insight-card p-6">
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<div class="flex items-center justify-between mb-6">
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<div class="flex items-center">
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<div class="w-10 h-10 rounded-full bg-gradient-to-r from-indigo-500 to-purple-600 flex items-center justify-center mr-3">
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<i class="fas fa-table text-white"></i>
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</div>
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<h3 class="text-xl font-bold text-gray-800">关联股票分析</h3>
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</div>
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<div class="text-sm text-gray-600">
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共 <span id="stockCount" class="font-bold text-indigo-600">0</span> 只相关股票
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</div>
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</div>
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<div class="mb-4">
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<div class="flex flex-wrap">
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<span class="industry-tag tag-vitamin">维生素</span>
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<span class="industry-tag tag-antibiotic">抗生素</span>
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<span class="industry-tag tag-amino">氨基酸</span>
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<span class="industry-tag tag-other">其他</span>
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</div>
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</div>
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<div class="table-container">
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<table class="table w-full">
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<thead>
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<tr class="bg-gray-50">
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<th class="text-left p-3 font-semibold text-gray-700">股票名称</th>
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<th class="text-left p-3 font-semibold text-gray-700">行业</th>
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<th class="text-left p-3 font-semibold text-gray-700">项目</th>
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<th class="text-left p-3 font-semibold text-gray-700">产业链地位</th>
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<th class="text-left p-3 font-semibold text-gray-700">投资逻辑</th>
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</tr>
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</thead>
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<tbody id="stockTableBody">
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<!-- Table content will be generated by JavaScript -->
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</tbody>
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</table>
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</div>
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</div>
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</main>
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<script>
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// Stock data - 完整的股票数据
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const stockData = [
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{
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'反制关税涨价预期(250406)': [
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{'stock': '金河生物', '行业': '金霉素', '项目': '金霉素产能', '分类': '反制关税涨价预期', '产业链': '全球产能占比51%', 'reason': '美国市场需求大且无本土生产商，公司拟适时提价。'},
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{'stock': '蔚蓝生物', '行业': '金霉素', '分类': '反制关税涨价预期', 'reason': '涉及金霉素相关业务。'},
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{'stock': '鲁抗医药', '行业': '金霉素', '分类': '反制关税涨价预期', 'reason': '涉及金霉素相关业务。'},
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{'stock': '华北制药', '行业': '金霉素', '分类': '反制关税涨价预期', 'reason': '涉及金霉素相关业务。'},
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{'stock': '普莱柯', '行业': '金霉素', '分类': '反制关税涨价预期', 'reason': '涉及金霉素相关业务。'},
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{'stock': '瑞普生物', '行业': '金霉素', '分类': '反制关税涨价预期', 'reason': '涉及金霉素相关业务。'},
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{'stock': '天新药业', '行业': '叶酸（B9）', '项目': '叶酸产能', '分类': '反制关税涨价预期', '产业链': '全球产能占比58%', 'reason': '2023年中国供应叶酸占美国进口总量的58%。'},
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{'stock': '圣达生物', '行业': '叶酸（B9）', '分类': '反制关税涨价预期', 'reason': '涉及叶酸相关业务。'},
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{'stock': '圣达生物', '行业': '生物素（B7）', '分类': '反制关税涨价预期', '产业链': '出口份额第一', 'reason': '2023年中国是美国61.7%生物素的来源国。'},
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{'stock': '新和成', '行业': '生物素（B7）', '分类': '反制关税涨价预期', '产业链': '出口份额第二', 'reason': '2023年中国是美国61.7%生物素的来源国。'},
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{'stock': '天新药业', '行业': '生物素（B7）', '分类': '反制关税涨价预期', '产业链': '出口份额第三', 'reason': '2023年中国是美国61.7%生物素的来源国。'},
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{'stock': '兄弟科技', '行业': '烟酰胺（B3）', '项目': '烟酰胺产能', '分类': '反制关税涨价预期', 'reason': '烟酰胺为美国从中国进口产品的严重依赖之一。'},
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{'stock': '金达威', '行业': '辅酶Q10', '项目': '辅酶Q10产能', '分类': '反制关税涨价预期', '产业链': '全球市场份额50%', 'reason': '全球辅酶Q10原料95%以上来自中国制造。'},
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{'stock': '新和成', '行业': '维生素A', '分类': '反制关税涨价预期', '产业链': '市占率A股第一，全球第三', 'reason': "维生素A为美国从中国进口的'刚需'原料。"},
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{'stock': '浙江医药', '行业': '维生素A', '分类': '反制关税涨价预期', 'reason': '涉及维生素A相关业务。'},
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{'stock': '安迪苏', '行业': '维生素A', '分类': '反制关税涨价预期', 'reason': '涉及维生素A相关业务。'},
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{'stock': '金达威', '行业': '维生素A', '分类': '反制关税涨价预期', 'reason': '涉及维生素A相关业务。'},
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{'stock': '天新药业', '行业': '维生素B1', '分类': '反制关税涨价预期', '产业链': '市占率全球第一', 'reason': "维生素B1为美国从中国进口的'刚需'原料。"},
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{'stock': '兄弟科技', '行业': '维生素B1', '分类': '反制关税涨价预期', 'reason': '涉及维生素B1相关业务。'},
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{'stock': '华北制药', '行业': '维生素B12', '分类': '反制关税涨价预期', '产业链': '产能A股第一', 'reason': "维生素B12为美国从中国进口的'刚需'原料。"},
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{'stock': '新和成', '行业': '维生素C', '分类': '反制关税涨价预期', 'reason': '涉及维生素C相关业务。'},
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{'stock': '东北制药', '行业': '维生素C', '分类': '反制关税涨价预期', 'reason': '涉及维生素C相关业务。'},
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{'stock': '花园生物', '行业': '维生素D3', '分类': '反制关税涨价预期', '产业链': '产能全球第一', 'reason': "维生素D3为美国从中国进口的'刚需'原料。"},
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{'stock': '新和成', '行业': '维生素D3', '分类': '反制关税涨价预期', 'reason': '涉及维生素D3相关业务。'},
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{'stock': '金达威', '行业': '维生素D3', '分类': '反制关税涨价预期', 'reason': '涉及维生素D3相关业务。'},
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{'stock': '浙江医药', '行业': '维生素D3', '分类': '反制关税涨价预期', 'reason': '涉及维生素D3相关业务。'},
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{'stock': '新和成', '行业': '维生素E', '分类': '反制关税涨价预期', '产业链': '全球市占率第一', 'reason': "维生素E为美国从中国进口的'刚需'原料。"},
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{'stock': '浙江医药', '行业': '维生素E', '分类': '反制关税涨价预期', 'reason': '涉及维生素E相关业务。'},
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{'stock': '能特科技', '行业': '维生素E', '分类': '反制关税涨价预期', 'reason': '涉及维生素E相关业务。'},
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{'stock': '北大医药', '行业': '维生素E', '分类': '反制关税涨价预期', 'reason': '涉及维生素E相关业务。'},
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{'stock': '辉隆股份', '行业': '维生素E', '分类': '反制关税涨价预期', 'reason': '涉及维生素E相关业务。'},
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{'stock': '岳阳兴长', '行业': '维生素E', '分类': '反制关税涨价预期', 'reason': '涉及维生素E相关业务。'},
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{'stock': '兄弟科技', '行业': '维生素K3', '分类': '反制关税涨价预期', '产业链': '产能全球第一', 'reason': "维生素K3为美国从中国进口的'刚需'原料。"},
|
||
{'stock': '振华股份', '行业': '维生素K3', '分类': '反制关税涨价预期', 'reason': '涉及维生素K3相关业务。'},
|
||
{'stock': '永安药业', '行业': '牛磺酸', '项目': '牛磺酸产能', '分类': '反制关税涨价预期', '产业链': '全球龙头，占全球60%', 'reason': '中国占全球牛磺酸产能85%左右。'},
|
||
{'stock': '新和成', '行业': '牛磺酸', '分类': '反制关税涨价预期', '项目': '牛磺酸产能', 'reason': '产能3万吨/年，生产销售正常。'},
|
||
{'stock': '圣元环保', '行业': '牛磺酸', '分类': '反制关税涨价预期', '项目': '牛磺酸产能', 'reason': '在建年产4万吨/年牛磺酸项目，预计2025年下半年投产。'},
|
||
{'stock': '金城医药', '行业': '谷胱甘肽', '分类': '反制关税涨价预期', '项目': '谷胱甘肽产能', '产业链': '全球产能占比超30%', 'reason': '中国谷胱甘肽全球市占率63%，美国市场需求旺盛。'},
|
||
{'stock': '金达威', '行业': '谷胱甘肽', '分类': '反制关税涨价预期', '项目': '谷胱甘肽产能', 'reason': '产能100吨/年。'}
|
||
]
|
||
}
|
||
];
|
||
|
||
// Function to get industry tag class
|
||
function getIndustryTagClass(industry) {
|
||
if (industry.includes('维生素') || industry.includes('叶酸') || industry.includes('生物素') || industry.includes('烟酰胺')) {
|
||
return 'tag-vitamin';
|
||
} else if (industry.includes('霉素') || industry.includes('抗生素')) {
|
||
return 'tag-antibiotic';
|
||
} else if (industry.includes('牛磺酸') || industry.includes('谷胱甘肽') || industry.includes('氨基酸')) {
|
||
return 'tag-amino';
|
||
} else {
|
||
return 'tag-other';
|
||
}
|
||
}
|
||
|
||
// Function to populate the table
|
||
function populateTable() {
|
||
const tableBody = document.getElementById('stockTableBody');
|
||
const stockCount = document.getElementById('stockCount');
|
||
|
||
// 清空表格
|
||
tableBody.innerHTML = '';
|
||
|
||
// 获取股票数据
|
||
const stocks = stockData[0]['反制关税涨价预期(250406)'];
|
||
|
||
// 更新股票数量
|
||
stockCount.textContent = stocks.length;
|
||
|
||
// 遍历并创建表格行
|
||
stocks.forEach((stock, index) => {
|
||
const row = document.createElement('tr');
|
||
row.className = 'border-b hover:bg-gray-50 transition-colors';
|
||
|
||
// 判断是否为重点股票（有项目或产业链信息）
|
||
const isHighlighted = stock.项目 || stock.产业链;
|
||
if (isHighlighted) {
|
||
row.classList.add('bg-blue-50', 'hover:bg-blue-100');
|
||
}
|
||
|
||
row.innerHTML = `
|
||
<td class="p-3">
|
||
<div class="font-medium text-gray-900">${stock.stock}</div>
|
||
</td>
|
||
<td class="p-3">
|
||
<span class="industry-tag ${getIndustryTagClass(stock.行业)}">${stock.行业}</span>
|
||
</td>
|
||
<td class="p-3 text-gray-700">${stock.项目 || '-'}</td>
|
||
<td class="p-3">
|
||
${stock.产业链 ? `<span class="inline-block bg-blue-100 text-blue-800 text-xs px-2 py-1 rounded-full font-medium">${stock.产业链}</span>` : '-'}
|
||
</td>
|
||
<td class="p-3 text-gray-600 text-sm">${stock.reason}</td>
|
||
`;
|
||
|
||
tableBody.appendChild(row);
|
||
});
|
||
|
||
console.log(`成功加载 ${stocks.length} 只股票数据`);
|
||
}
|
||
|
||
// 页面加载时初始化
|
||
document.addEventListener('DOMContentLoaded', function() {
|
||
console.log('页面加载完成，开始填充股票数据...');
|
||
populateTable();
|
||
});
|
||
|
||
// 如果DOMContentLoaded已经触发，直接执行
|
||
if (document.readyState === 'complete' || document.readyState === 'interactive') {
|
||
console.log('DOM已就绪，立即填充股票数据...');
|
||
populateTable();
|
||
}
|
||
</script>
|
||
</body>
|
||
</html> |