607 lines
29 KiB
HTML
607 lines
29 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>国有大行定增一览 - 行业洞察报告</title>
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<style>
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background-color: #3b82f6;
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position: absolute;
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.card-hover {
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.gradient-bg {
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background: linear-gradient(135deg, #f5f7fa 0%, #c3cfe2 100%);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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.table-container {
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.timeline-dot::before {
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</style>
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</head>
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<body>
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<div id="tsparticles"></div>
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold text-gray-800 mb-4">国有大行定增一览</h1>
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<p class="text-xl text-gray-600 max-w-3xl mx-auto">财政部特别国债注资5200亿元，国有大行核心一级资本补充计划深度解析</p>
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<div class="mt-6 flex justify-center">
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<div class="bg-blue-100 text-blue-800 px-4 py-2 rounded-full text-sm font-medium">
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<i class="fas fa-calendar-alt mr-2"></i>更新日期：2025年6月24日
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</div>
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</div>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-history text-blue-500 mr-3"></i>概念事件时间轴
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</h2>
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<div class="relative">
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<div class="timeline-line hidden md:block"></div>
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<div class="space-y-8">
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<div class="flex flex-col md:flex-row items-start">
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<div class="w-full md:w-1/2 md:pr-8 md:text-right mb-4 md:mb-0">
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<div class="bg-blue-50 p-4 rounded-lg">
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<h3 class="font-bold text-blue-700">2024年9月</h3>
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<p class="text-gray-700">央行提出1万亿注资预案</p>
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</div>
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</div>
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<div class="timeline-dot hidden md:block"></div>
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<div class="w-full md:w-1/2 md:pl-8">
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<div class="text-gray-500 text-sm">政策酝酿期</div>
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</div>
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</div>
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<div class="flex flex-col md:flex-row items-start">
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<div class="w-full md:w-1/2 md:pr-8 md:text-right mb-4 md:mb-0">
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<div class="text-gray-500 text-sm">政策落地期</div>
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</div>
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<div class="timeline-dot hidden md:block"></div>
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<div class="w-full md:w-1/2 md:pl-8">
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<div class="bg-green-50 p-4 rounded-lg">
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<h3 class="font-bold text-green-700">2025年3月30日</h3>
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<p class="text-gray-700">四大行同步发布定增预案（溢价0.67-0.74倍PB）</p>
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</div>
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</div>
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</div>
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<div class="flex flex-col md:flex-row items-start">
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<div class="w-full md:w-1/2 md:pr-8 md:text-right mb-4 md:mb-0">
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<div class="bg-purple-50 p-4 rounded-lg">
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<h3 class="font-bold text-purple-700">2025年6月24日</h3>
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<p class="text-gray-700">建行1050亿到账，标志首批落地</p>
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</div>
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</div>
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<div class="timeline-dot hidden md:block"></div>
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<div class="w-full md:w-1/2 md:pl-8">
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<div class="text-gray-500 text-sm">执行推进期</div>
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</div>
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</div>
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<div class="flex flex-col md:flex-row items-start">
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<div class="w-full md:w-1/2 md:pr-8 md:text-right mb-4 md:mb-0">
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<div class="text-gray-500 text-sm">后续规划期</div>
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</div>
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<div class="timeline-dot hidden md:block"></div>
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<div class="w-full md:w-1/2 md:pl-8">
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<div class="bg-yellow-50 p-4 rounded-lg">
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<h3 class="font-bold text-yellow-700">2025年后续</h3>
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<p class="text-gray-700">工行、农行或启动第二批注资</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-lightbulb text-yellow-500 mr-3"></i>核心观点摘要
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="bg-gradient-to-br from-blue-50 to-indigo-50 p-5 rounded-lg border-l-4 border-blue-500">
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<h3 class="font-bold text-lg text-gray-800 mb-2">阶段判断</h3>
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<p class="text-gray-700">注资已从政策预期（2024Q3）进入<span class="font-semibold text-blue-600">落地执行期</span>，短期摊薄ROE但长期夯实资本，驱动银行股<span class="font-semibold text-blue-600">估值修复</span>（PB从0.6x向0.7x迈进）。</p>
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</div>
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<div class="bg-gradient-to-br from-green-50 to-emerald-50 p-5 rounded-lg border-l-4 border-green-500">
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<h3 class="font-bold text-lg text-gray-800 mb-2">核心驱动力</h3>
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<p class="text-gray-700">政策"底线思维"防风险+财政逆周期注资，本质是<span class="font-semibold text-green-600">国有大行"中特估"红利再定价</span>。</p>
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</div>
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</div>
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</div>
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<!-- 概念的核心逻辑与市场认知分析 -->
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<div class="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-brain text-purple-500 mr-3"></i>概念的核心逻辑与市场认知分析
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</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold text-gray-800 mb-4">核心驱动力</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-blue-50 p-4 rounded-lg">
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<div class="text-blue-600 font-bold mb-2">资本缺口</div>
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<p class="text-gray-700">大行内生资本增速（<span class="font-semibold">6%</span>）<信贷增速（<span class="font-semibold">8%</span>），TLAC 2028年达标缺口约2-3个百分点</p>
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</div>
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<div class="bg-green-50 p-4 rounded-lg">
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<div class="text-green-600 font-bold mb-2">政策托底</div>
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<p class="text-gray-700">财政部溢价认购（邮储溢价<span class="font-semibold">21.5%</span>），传递"国有资产不流失"信号</p>
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</div>
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<div class="bg-purple-50 p-4 rounded-lg">
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<div class="text-purple-600 font-bold mb-2">地产纾困</div>
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<p class="text-gray-700">60%募资用于白名单房企并购贷款（利率从7%压至4.5%），置换高息美元债</p>
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</div>
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</div>
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</div>
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<div class="mb-8">
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<h3 class="text-xl font-semibold text-gray-800 mb-4">市场热度与情绪</h3>
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<div class="bg-gray-50 p-5 rounded-lg">
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<div class="flex flex-wrap gap-4">
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<div class="bg-white p-3 rounded-lg shadow-sm flex-1 min-w-[200px]">
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<div class="text-gray-500 text-sm">研报密集度</div>
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<div class="text-lg font-bold text-gray-800">3月30-31日<span class="text-blue-600">5场路演</span></div>
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<div class="text-sm text-gray-600">长江、申万、中泰等</div>
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</div>
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<div class="bg-white p-3 rounded-lg shadow-sm flex-1 min-w-[200px]">
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<div class="text-gray-500 text-sm">一致预期</div>
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<div class="text-lg font-bold text-gray-800">"短期摊薄可控，长期利好"</div>
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</div>
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<div class="bg-white p-3 rounded-lg shadow-sm flex-1 min-w-[200px]">
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<div class="text-gray-500 text-sm">分歧点</div>
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<div class="text-lg font-bold text-gray-800">PB定价（<span class="text-red-600">0.67x vs 1x</span>）</div>
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<div class="text-sm text-gray-600">溢价发行已部分对冲情绪</div>
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</div>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-gray-800 mb-4">预期差</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="bg-yellow-50 p-5 rounded-lg border-l-4 border-yellow-500">
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<h4 class="font-bold text-gray-800 mb-2">忽略点1：信贷弹性被低估</h4>
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<p class="text-gray-700">注资后大行<span class="font-semibold text-yellow-700">信贷弹性</span>被低估——邮储资本充足率提升<span class="font-semibold">1.5pct</span>，可撬动<span class="font-semibold">万亿级</span>增量信贷（长江银行测算）。</p>
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</div>
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<div class="bg-indigo-50 p-5 rounded-lg border-l-4 border-indigo-500">
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<h4 class="font-bold text-gray-800 mb-2">忽略点2：港股股息率优势</h4>
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<p class="text-gray-700">港股股息率优势（建行H股<span class="font-semibold text-indigo-700">6.2%</span> vs A股4.5%），外资回流或加速。</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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<!-- 关键催化剂与未来发展路径 -->
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<div class="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-rocket text-red-500 mr-3"></i>关键催化剂与未来发展路径
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</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold text-gray-800 mb-4">近期催化剂（3-6个月）</h3>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="bg-red-100 text-red-800 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mt-1 mr-3">
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1
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</div>
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<div>
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<h4 class="font-bold text-gray-800">第二批注资启动</h4>
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<p class="text-gray-700">工行、农行或于2025Q3跟进，规模<span class="font-semibold text-red-600">3000-5000亿</span></p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-red-100 text-red-800 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mt-1 mr-3">
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2
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</div>
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<div>
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<h4 class="font-bold text-gray-800">地产销售数据</h4>
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<p class="text-gray-700">若6月房企白名单项目销售回暖，验证"地产拆弹"逻辑</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-red-100 text-red-800 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mt-1 mr-3">
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3
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</div>
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<div>
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<h4 class="font-bold text-gray-800">存款利率再下调</h4>
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<p class="text-gray-700">5月20日大行已下调定存利率<span class="font-semibold text-red-600">25BP</span>，进一步缓解息差压力</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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<h3 class="text-xl font-semibold text-gray-800 mb-4">长期路径</h3>
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<div class="bg-gradient-to-r from-blue-50 to-indigo-50 p-5 rounded-lg">
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<div class="flex flex-col md:flex-row items-center">
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<div class="mb-4 md:mb-0 md:mr-6">
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<div class="bg-blue-500 text-white rounded-full w-16 h-16 flex items-center justify-center text-2xl font-bold">
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2025
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</div>
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</div>
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<div class="flex-1">
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<div class="flex items-center mb-2">
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<div class="h-1 bg-blue-300 flex-1"></div>
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<i class="fas fa-arrow-right text-blue-500 mx-2"></i>
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<div class="h-1 bg-blue-400 flex-1"></div>
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<i class="fas fa-arrow-right text-blue-500 mx-2"></i>
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<div class="h-1 bg-blue-500 flex-1"></div>
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</div>
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<div class="flex justify-between text-sm text-gray-600">
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<span>注资完成</span>
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<span>信贷扩张</span>
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<span>ROE企稳</span>
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<span>PB修复至0.8-1.0x</span>
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</div>
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</div>
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</div>
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<div class="mt-4 text-center">
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<p class="text-gray-700">2028年：TLAC达标后，大行或转向<span class="font-semibold text-blue-600">永续债+利润留存</span>的资本补充模式</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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<!-- 产业链与核心公司深度剖析 -->
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<div class="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-project-diagram text-green-500 mr-3"></i>产业链与核心公司深度剖析
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</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold text-gray-800 mb-4">产业链图谱</h3>
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<div class="bg-gray-50 p-5 rounded-lg">
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<div class="flex flex-col md:flex-row items-center justify-between">
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<div class="bg-blue-100 text-blue-800 px-6 py-3 rounded-lg font-bold mb-4 md:mb-0">
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上游：财政部（资金）
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</div>
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<i class="fas fa-arrow-right text-gray-400 mx-4 hidden md:block"></i>
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<div class="bg-green-100 text-green-800 px-6 py-3 rounded-lg font-bold mb-4 md:mb-0">
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中游：国有大行（信贷投放）
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</div>
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<i class="fas fa-arrow-right text-gray-400 mx-4 hidden md:block"></i>
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<div class="bg-purple-100 text-purple-800 px-6 py-3 rounded-lg font-bold">
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下游：房企、新基建
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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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<h3 class="text-xl font-semibold text-gray-800 mb-4">核心玩家对比</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-white border border-gray-200 rounded-lg">
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<thead>
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<tr class="bg-gray-100">
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<th class="py-3 px-4 text-left font-semibold text-gray-700 border-b">银行</th>
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<th class="py-3 px-4 text-left font-semibold text-gray-700 border-b">注资规模</th>
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<th class="py-3 px-4 text-left font-semibold text-gray-700 border-b">PB摊薄后</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700 border-b">股息率（H股）</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700 border-b">核心逻辑</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700 border-b">风险</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium text-gray-800">邮储</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">1300亿</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">0.58x</td>
|
||
<td class="py-3 px-4 border-b text-green-600 font-semibold">4.7%</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">资本缺口最大（+1.5pct CET1）</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">零售不良率上升（小微2.2%）</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium text-gray-800">交行</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">1200亿</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">0.58x</td>
|
||
<td class="py-3 px-4 border-b text-green-600 font-semibold">5.5%</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">长三角区位优势+息差率先企稳</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">定增摊薄ROE 1pct</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium text-gray-800">建行</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">1050亿</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">0.64x</td>
|
||
<td class="py-3 px-4 border-b text-green-600 font-semibold">6.2%</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">基建/按揭龙头，资产质量最优</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">按揭重定价拖累息差</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="mt-6 grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-green-50 p-4 rounded-lg border-l-4 border-green-500">
|
||
<h4 class="font-bold text-gray-800 mb-2">印证</h4>
|
||
<p class="text-gray-700">建行2024Q4基建贷款增速<span class="font-semibold text-green-600">7.7%</span>，与注资后"信贷扩张"逻辑一致。</p>
|
||
</div>
|
||
<div class="bg-red-50 p-4 rounded-lg border-l-4 border-red-500">
|
||
<h4 class="font-bold text-gray-800 mb-2">矛盾</h4>
|
||
<p class="text-gray-700">部分投资者担忧地产风险，但邮储房地产贷款不良率仅<span class="font-semibold text-red-600">0.9%</span>（六大行最低）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-yellow-500 mr-3"></i>潜在风险与挑战
|
||
</h2>
|
||
<div class="space-y-4">
|
||
<div class="flex items-start">
|
||
<div class="bg-yellow-100 text-yellow-800 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mt-1 mr-3">
|
||
<i class="fas fa-bolt"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-bold text-gray-800">政策风险</h4>
|
||
<p class="text-gray-700">若2025年地产税改提前，或削弱"地产纾困"资金需求。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-yellow-100 text-yellow-800 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mt-1 mr-3">
|
||
<i class="fas fa-globe"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-bold text-gray-800">汇率风险</h4>
|
||
<p class="text-gray-700">中美利差倒挂加剧，外资撤离或压制H股估值（当前建行H股溢价<span class="font-semibold">30%</span>）。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-yellow-100 text-yellow-800 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mt-1 mr-3">
|
||
<i class="fas fa-chart-line"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-bold text-gray-800">信息矛盾</h4>
|
||
<p class="text-gray-700">中泰银行测算ROE摊薄<span class="font-semibold">1.3pct</span>（邮储），但动态看实际影响或仅<span class="font-semibold">0.5pct</span>（利润增长对冲）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-flag-checkered text-indigo-500 mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-3">阶段判断</h3>
|
||
<div class="bg-gradient-to-r from-indigo-50 to-purple-50 p-5 rounded-lg">
|
||
<p class="text-gray-700 text-lg">从<span class="font-semibold text-indigo-600">政策驱动</span>转向<span class="font-semibold text-purple-600">基本面验证</span>，注资落地后银行股进入"高股息+低估值"配置窗口。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-3">投资方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-blue-50 p-5 rounded-lg">
|
||
<h4 class="font-bold text-blue-700 mb-2">港股大行</h4>
|
||
<p class="text-gray-700 mb-3">建行、交行：股息率<span class="font-semibold text-blue-600">5-6%</span>+估值修复弹性</p>
|
||
<div class="flex items-center text-sm text-blue-600">
|
||
<i class="fas fa-arrow-up mr-2"></i>
|
||
<span>估值修复空间大</span>
|
||
</div>
|
||
</div>
|
||
<div class="bg-green-50 p-5 rounded-lg">
|
||
<h4 class="font-bold text-green-700 mb-2">A股高弹性标的</h4>
|
||
<p class="text-gray-700 mb-3">邮储（资本缺口最大）、中行（地产敞口低）</p>
|
||
<div class="flex items-center text-sm text-green-600">
|
||
<i class="fas fa-chart-line mr-2"></i>
|
||
<span>业绩弹性高</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-3">跟踪指标</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-center bg-gray-50 p-3 rounded-lg">
|
||
<div class="bg-gray-200 text-gray-800 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3">
|
||
1
|
||
</div>
|
||
<p class="text-gray-700"><span class="font-semibold">6月地产销售增速</span>（验证信贷需求）</p>
|
||
</div>
|
||
<div class="flex items-center bg-gray-50 p-3 rounded-lg">
|
||
<div class="bg-gray-200 text-gray-800 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3">
|
||
2
|
||
</div>
|
||
<p class="text-gray-700"><span class="font-semibold">大行净息差季度环比</span>（负债成本下降持续性）</p>
|
||
</div>
|
||
<div class="flex items-center bg-gray-50 p-3 rounded-lg">
|
||
<div class="bg-gray-200 text-gray-800 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3">
|
||
3
|
||
</div>
|
||
<p class="text-gray-700"><span class="font-semibold">第二批注资时间表</span>（工行、农行预案披露）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据表格 -->
|
||
<div class="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-table text-blue-500 mr-3"></i>关联股票数据
|
||
</h2>
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
|
||
<thead>
|
||
<tr class="bg-gray-100">
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700 border-b">股票</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700 border-b">行业</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700 border-b">项目</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700 border-b">分类</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700 border-b">产业链</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700 border-b">定增对象</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700 border-b">定增规模(亿元)</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700 border-b">占总股本比例</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700 border-b">理由</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium text-gray-800">建设银行</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">银行业</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">定增融资</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">国有大行</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">金融服务业</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">财政部</td>
|
||
<td class="py-3 px-4 border-b text-gray-700 font-semibold">1050</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">4.53%</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">财政部作为定增对象，属于政府机构主导的银行业融资项目</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium text-gray-800">中国银行</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">银行业</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">定增融资</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">国有大行</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">金融服务业</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">财政部</td>
|
||
<td class="py-3 px-4 border-b text-gray-700 font-semibold">1650</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">9.26%</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">财政部作为定增对象，属于政府机构主导的银行业融资项目</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium text-gray-800">交通银行</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">银行业</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">定增融资</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">国有大行</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">金融服务业</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">财政部(1124.20)、中国烟草(45.80)、双维投资(30.0)</td>
|
||
<td class="py-3 px-4 border-b text-gray-700 font-semibold">1200</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">18.55%</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">财政部及烟草行业企业参与定增，涉及金融与烟草产业链联动</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium text-gray-800">邮储银行</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">银行业</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">定增融资</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">国有大行</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">金融服务业</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">财政部(1175.80)、中国移动集团(78.54)、中国船舶集团(45.66)</td>
|
||
<td class="py-3 px-4 border-b text-gray-700 font-semibold">1300</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">15.54%</td>
|
||
<td class="py-3 px-4 border-b text-gray-700">财政部及通信、船舶制造行业央企参与定增，体现跨产业链资本合作</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("tsparticles", {
|
||
background: {
|
||
color: {
|
||
value: "#f8fafc",
|
||
},
|
||
},
|
||
fpsLimit: 60,
|
||
particles: {
|
||
color: {
|
||
value: "#3b82f6",
|
||
},
|
||
links: {
|
||
color: "#3b82f6",
|
||
distance: 150,
|
||
enable: true,
|
||
opacity: 0.3,
|
||
width: 1,
|
||
},
|
||
move: {
|
||
direction: "none",
|
||
enable: true,
|
||
outModes: {
|
||
default: "bounce",
|
||
},
|
||
random: true,
|
||
speed: 2,
|
||
straight: false,
|
||
},
|
||
number: {
|
||
density: {
|
||
enable: true,
|
||
area: 800,
|
||
},
|
||
value: 50,
|
||
},
|
||
opacity: {
|
||
value: 0.3,
|
||
},
|
||
shape: {
|
||
type: "circle",
|
||
},
|
||
size: {
|
||
value: { min: 1, max: 3 },
|
||
},
|
||
},
|
||
detectRetina: true,
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |