870 lines
48 KiB
HTML
870 lines
48 KiB
HTML
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<title>地方债务置换政策 - 行业洞察报告</title>
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<body class="bg-gray-50">
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<div id="vanta-bg" class="fixed inset-0 z-0"></div>
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<div class="relative z-10">
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- 标题部分 -->
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<div class="text-center mb-10">
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<h1 class="text-4xl font-bold text-white mb-4">地方债务置换政策</h1>
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<p class="text-xl text-blue-100">行业洞察与投资机会分析</p>
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</div>
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<!-- 概念事件部分 -->
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<div class="bg-white rounded-xl card-shadow mb-8 p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-calendar-alt text-blue-600 mr-3"></i>概念事件
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</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold text-gray-700 mb-3">政策时间轴</h3>
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<div class="space-y-4">
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<div class="timeline-line pl-8">
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<div class="timeline-dot">
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<p class="font-medium text-gray-800">2024-10-12</p>
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<p class="text-gray-600">财政部部长蓝佛安首次提出"拟一次性增加较大规模债务限额置换存量隐性债务"，明确为"近年来力度最大措施"。</p>
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</div>
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</div>
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<div class="timeline-line pl-8">
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<div class="timeline-dot">
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<p class="font-medium text-gray-800">2024-11-04</p>
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<p class="text-gray-600">国务院向全国人大常委会提交《增加地方政府债务限额置换存量隐性债务的议案》。</p>
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</div>
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</div>
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<div class="timeline-line pl-8">
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<div class="timeline-dot">
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<p class="font-medium text-gray-800">2024-11-08</p>
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<p class="text-gray-600">全国人大常委会表决通过，<span class="font-bold text-blue-600">新增6万亿元专项债务限额</span>（分三年实施，每年2万亿），叠加<span class="font-bold text-blue-600">2024-2028年每年8000亿元专项债用于化债</span>（累计4万亿），总规模达<span class="font-bold text-blue-600">10万亿元</span>。</p>
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</div>
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</div>
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<div class="timeline-line pl-8">
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<div class="timeline-dot">
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<p class="font-medium text-gray-800">2024-11-27</p>
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<p class="text-gray-600">多地启动新一轮置换债券发行，<span class="font-bold text-blue-600">年内已披露超1万亿元发行计划</span>（江苏2511亿、湖南1288亿等）。</p>
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</div>
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</div>
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<div class="timeline-line pl-8">
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<div class="timeline-dot">
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<p class="font-medium text-gray-800">2025-03-06</p>
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<p class="text-gray-600">财政部披露，截至3月5日已发行置换债券<span class="font-bold text-blue-600">2.96万亿元</span>，利率平均下降<span class="font-bold text-blue-600">2.5个百分点</span>，节约利息<span class="font-bold text-blue-600">2000亿元/年</span>。</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-700 mb-3">催化事件</h3>
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<ul class="space-y-2 list-disc pl-5 text-gray-600">
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<li><span class="font-medium">隐性债务规模首次官方披露</span>：2023年末存量隐性债务<span class="font-bold text-blue-600">14.3万亿元</span>，目标2028年压降至<span class="font-bold text-blue-600">2.3万亿元</span>。</li>
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<li><span class="font-medium">棚改债务特殊处理</span>：2029年后到期的2万亿棚改隐债按原合同偿还，不纳入清零目标。</li>
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<li><span class="font-medium">城投平台转型加速</span>：2024年政策要求融资平台<span class="font-bold text-blue-600">2027年6月前完成市场化退出</span>，隐性债务清零后方可退出监管名单。</li>
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</ul>
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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-gradient-to-r from-blue-600 to-indigo-700 rounded-xl card-shadow mb-8 p-6 text-white">
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<h2 class="text-2xl font-bold mb-4 flex items-center">
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<i class="fas fa-lightbulb mr-3"></i>核心观点摘要
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</h2>
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<div class="space-y-3">
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<div class="flex items-start">
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<i class="fas fa-check-circle mt-1 mr-3 text-blue-200"></i>
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<p><span class="font-semibold">当前阶段</span>：政策从"应急化债"转向"系统性风险出清"，<span class="font-bold">第五轮债务置换（2024-2026）</span>进入落地高峰期，财政与金融工具协同发力。</p>
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</div>
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<div class="flex items-start">
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<i class="fas fa-check-circle mt-1 mr-3 text-blue-200"></i>
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<p><span class="font-semibold">核心驱动力</span>：中央财政加杠杆（6万亿限额+4万亿专项债）替代地方隐性债务，<span class="font-bold">年均节约利息6000亿元</span>，释放财政空间稳增长。</p>
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</div>
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<div class="flex items-start">
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<i class="fas fa-check-circle mt-1 mr-3 text-blue-200"></i>
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<p><span class="font-semibold">未来潜力</span>：城投债信用利差压缩（天津/贵州等区域利差已下行<span class="font-bold">200BP+</span>），AMC、城商行、基建产业链成为直接受益方向。</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 card-shadow mb-8 p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-brain text-blue-600 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="grid md:grid-cols-2 gap-6 mb-6">
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<div class="bg-blue-50 rounded-lg p-4">
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<h3 class="text-lg font-semibold text-gray-800 mb-3">核心驱动力</h3>
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<ul class="space-y-2 text-gray-600">
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<li class="flex items-start">
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<i class="fas fa-arrow-right text-blue-500 mt-1 mr-2"></i>
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<span><span class="font-medium">财政主导</span>：通过<span class="font-bold">显性债务置换隐性债务</span>（利率从4-5%降至2-3%），降低地方政府利息负担，避免流动性风险。</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-arrow-right text-blue-500 mt-1 mr-2"></i>
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<span><span class="font-medium">区域倾斜</span>：额度分配向<span class="font-bold">12个高风险省份</span>（天津、贵州、云南等）倾斜，2023年特殊再融资债发行中<span class="font-bold">70%流向重点省份</span>。</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-arrow-right text-blue-500 mt-1 mr-2"></i>
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<span><span class="font-medium">配套政策</span>：央行提供<span class="font-bold">应急流动性支持</span>（SPV工具），银行参与债务展期（如遵义道桥贷款展期20年）。</span>
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</li>
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</ul>
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</div>
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<div class="bg-green-50 rounded-lg p-4">
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<h3 class="text-lg font-semibold text-gray-800 mb-3">市场热度与情绪</h3>
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<ul class="space-y-2 text-gray-600">
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<li class="flex items-start">
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<i class="fas fa-newspaper text-green-500 mt-1 mr-2"></i>
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<span><span class="font-medium">新闻热度</span>：2024年10-11月相关报道超<span class="font-bold">50篇</span>，关键词"6万亿""隐性债务清零"频现。</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-balance-scale text-green-500 mt-1 mr-2"></i>
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<span><span class="font-medium">机构分歧</span>：乐观派认为"城投刚兑强化"，谨慎派担忧"退出平台后信用分化"。</span>
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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="bg-yellow-50 rounded-lg p-4">
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<h3 class="text-lg font-semibold text-gray-800 mb-3">预期差分析</h3>
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<ul class="space-y-2 text-gray-600">
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<li class="flex items-start">
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<i class="fas fa-exclamation-triangle text-yellow-500 mt-1 mr-2"></i>
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<span><span class="font-medium">市场忽略点</span>：置换债券<span class="font-bold">不增加政府债务余额</span>（仅限额调整），但<span class="font-bold">释放存量专项债额度</span>（2024年已盘活4000亿结存限额）。</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-exclamation-triangle text-yellow-500 mt-1 mr-2"></i>
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<span><span class="font-medium">数据矛盾</span>：部分研报预测2025年置换规模<span class="font-bold">4.5-7万亿</span>，但财政部明确<span class="font-bold">三年6万亿分步实施</span>，需警惕过度乐观。</span>
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</li>
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</ul>
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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 card-shadow mb-8 p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-rocket text-blue-600 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="grid md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-xl font-semibold text-gray-700 mb-3">近期催化剂（3-6个月）</h3>
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<ol class="space-y-3 list-decimal pl-5 text-gray-600">
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<li>
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<p class="font-medium">2024Q4发行高峰</p>
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<p>12月预计发行<span class="font-bold text-blue-600">9418亿元</span>置换债（若全额落地），流动性压力或触发<span class="font-bold text-blue-600">降准0.25-0.5pct</span>。</p>
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</li>
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<li>
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<p class="font-medium">城投退平台细则</p>
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<p>2025年Q1将明确<span class="font-bold text-blue-600">退出标准</span>（如隐性债务清零、市场化收入占比>50%）。</p>
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</li>
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<li>
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<p class="font-medium">AMC参与化债</p>
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<p>广东、江苏等地方AMC（如海德股份、越秀资本）或启动<span class="font-bold text-blue-600">不良资产收购</span>，规模或超<span class="font-bold text-blue-600">1000亿元</span>。</p>
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</li>
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</ol>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-gray-700 mb-3">长期发展路径</h3>
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<div class="space-y-3 text-gray-600">
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<div class="flex items-start">
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<i class="fas fa-long-arrow-alt-right text-blue-500 mt-1 mr-2"></i>
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<div>
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<p class="font-medium">2025-2027年</p>
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<p>完成剩余<span class="font-bold text-blue-600">8万亿隐性债务置换</span>，城投债供给收缩（2023年净融资-15%），信用利差进一步压缩。</p>
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</div>
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</div>
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<div class="flex items-start">
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<i class="fas fa-long-arrow-alt-right text-blue-500 mt-1 mr-2"></i>
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<div>
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<p class="font-medium">2028年后</p>
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<p>城投平台完成转型，<span class="font-bold text-blue-600">公益性项目转向专项债+REITs融资</span>，经营性债务完全市场化。</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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<!-- 产业链与核心公司深度剖析 -->
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<div class="bg-white rounded-xl card-shadow mb-8 p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-sitemap text-blue-600 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-6">
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<h3 class="text-xl font-semibold text-gray-700 mb-3">产业链图谱</h3>
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<div class="bg-gray-100 rounded-lg p-4 text-center">
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<div class="flex flex-col md:flex-row justify-around items-center space-y-4 md:space-y-0">
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<div class="bg-blue-100 rounded-lg p-4 w-full md:w-1/3">
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<p class="font-bold text-blue-800">上游</p>
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<p class="text-gray-700">债务置换工具<br>（财政部、央行）</p>
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</div>
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<div class="bg-green-100 rounded-lg p-4 w-full md:w-1/3">
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<p class="font-bold text-green-800">中游</p>
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<p class="text-gray-700">AMC/城商行<br>（信达地产、海德股份、重庆银行）</p>
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</div>
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<div class="bg-purple-100 rounded-lg p-4 w-full md:w-1/3">
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<p class="font-bold text-purple-800">下游</p>
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<p class="text-gray-700">城投平台/基建产业链<br>（渝开发、合肥城建、碧水源）</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-700 mb-3">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">
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<thead>
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<tr class="bg-gray-50">
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<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">公司</th>
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<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">角色</th>
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<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">核心逻辑</th>
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<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">风险点</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td class="py-3 px-4 border-b font-medium">海德股份</td>
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<td class="py-3 px-4 border-b">新疆AMC龙头</td>
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<td class="py-3 px-4 border-b">持有地方AMC牌照，参与债务重组</td>
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<td class="py-3 px-4 border-b">区域债务风险集中</td>
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</tr>
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<tr class="bg-gray-50">
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<td class="py-3 px-4 border-b font-medium">重庆银行</td>
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<td class="py-3 px-4 border-b">化债区域城商行</td>
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<td class="py-3 px-4 border-b">基建贷款占比63%，直接受益于债务缓释</td>
|
||
<td class="py-3 px-4 border-b">资产质量压力（不良率1.67%）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">渝开发</td>
|
||
<td class="py-3 px-4 border-b">重庆城投平台</td>
|
||
<td class="py-3 px-4 border-b">唯一上市城投，隐性债务置换后轻装上阵</td>
|
||
<td class="py-3 px-4 border-b">市场化转型进度不及预期</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 grid md:grid-cols-2 gap-6">
|
||
<div class="bg-green-50 rounded-lg p-4">
|
||
<h3 class="text-lg font-semibold text-gray-800 mb-3">验证</h3>
|
||
<p class="text-gray-600">2024年11月天津城投债发行利率<span class="font-bold text-green-600">2.8%</span>（较2023年下降150BP），印证置换政策效果。</p>
|
||
</div>
|
||
<div class="bg-red-50 rounded-lg p-4">
|
||
<h3 class="text-lg font-semibold text-gray-800 mb-3">证伪</h3>
|
||
<p class="text-gray-600">部分研报称"AMC将大规模收购城投债"，但海德股份路演显示<span class="font-bold text-red-600">仅参与重组类项目</span>，收购规模有限。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="bg-white rounded-xl card-shadow mb-8 p-6">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-blue-600 mr-3"></i>潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="space-y-4">
|
||
<div class="bg-red-50 rounded-lg p-4">
|
||
<h3 class="text-lg font-semibold text-gray-800 mb-2">政策风险</h3>
|
||
<p class="text-gray-600">若2025年经济超预期复苏，<span class="font-bold text-red-600">置换额度可能缩减</span>（如2024年专项债结存限额仅1.4万亿）。</p>
|
||
</div>
|
||
|
||
<div class="bg-yellow-50 rounded-lg p-4">
|
||
<h3 class="text-lg font-semibold text-gray-800 mb-2">技术风险</h3>
|
||
<p class="text-gray-600">城投平台<span class="font-bold text-yellow-600">市场化收入占比不足</span>（如某城投2023年市场化收入仅30%），退出平台后偿债能力存疑。</p>
|
||
</div>
|
||
|
||
<div class="bg-purple-50 rounded-lg p-4">
|
||
<h3 class="text-lg font-semibold text-gray-800 mb-2">信息矛盾</h3>
|
||
<ul class="space-y-2 text-gray-600">
|
||
<li><span class="font-medium">数据差异</span>：东吴证券测算2023年隐性债务<span class="font-bold text-purple-600">53万亿</span>，财政部披露<span class="font-bold text-purple-600">14.3万亿</span>，差异源于统计口径（是否含经营性债务）。</li>
|
||
<li><span class="font-medium">区域分配</span>：江苏获2511亿置换额度（债务率较低），而天津仅1749亿（债务率超450%），需关注<span class="font-bold text-purple-600">公平性争议</span>。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="bg-gradient-to-r from-indigo-600 to-purple-700 rounded-xl card-shadow mb-8 p-6 text-white">
|
||
<h2 class="text-2xl font-bold mb-4 flex items-center">
|
||
<i class="fas fa-chart-line mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3">阶段判断</h3>
|
||
<p>从<span class="font-bold">主题炒作</span>（2023年Q4）进入<span class="font-bold">基本面驱动</span>（2024年Q4），政策落地速度超预期。</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3">投资方向</h3>
|
||
<div class="grid md:grid-cols-2 gap-4">
|
||
<div class="bg-indigo-500 bg-opacity-30 rounded-lg p-4">
|
||
<p class="font-bold text-lg mb-2">高弹性</p>
|
||
<p><span class="font-bold">AMC板块</span>（海德股份、越秀资本）——债务重组需求爆发，估值修复空间大。</p>
|
||
</div>
|
||
<div class="bg-purple-500 bg-opacity-30 rounded-lg p-4">
|
||
<p class="font-bold text-lg mb-2">稳健配置</p>
|
||
<p><span class="font-bold">高股息城商行</span>（重庆银行、成都银行）——化债缓释资产质量，股息率4.6%具备防御性。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3">跟踪指标</h3>
|
||
<ol class="space-y-2 list-decimal pl-5">
|
||
<li><span class="font-bold">置换债发行进度</span>：12月9418亿是否足额发行。</li>
|
||
<li><span class="font-bold">城投退平台数量</span>：2025年Q1首批退出名单（预计50家）。</li>
|
||
<li><span class="font-bold">AMC不良资产收购规模</span>：海德股份、信达地产季度披露数据。</li>
|
||
</ol>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="bg-white rounded-xl card-shadow p-6">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-chart-bar text-blue-600 mr-3"></i>关联股票数据
|
||
</h2>
|
||
|
||
<div class="space-y-8">
|
||
<!-- AMC板块 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4">AMC（241012）</h3>
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-white border border-gray-200">
|
||
<thead>
|
||
<tr class="bg-gray-50">
|
||
<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">股票名称</th>
|
||
<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">项目</th>
|
||
<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">理由</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">光大嘉宝</td>
|
||
<td class="py-3 px-4 border-b">渝开发 津投城开 合肥城建 云南城投 城投控股</td>
|
||
<td class="py-3 px-4 border-b">公司控股股东光大集团，立足于浙江省不良资产业务。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">上海建科</td>
|
||
<td class="py-3 px-4 border-b">股东上海国盛主营不动产领域相关的不良资产处置及资产管理</td>
|
||
<td class="py-3 px-4 border-b">股东上海国盛主营不动产领域相关的不良资产处置及资产管理。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">亿利达</td>
|
||
<td class="py-3 px-4 border-b">浙江省内第一家金融不良资产资质资产管理公司</td>
|
||
<td class="py-3 px-4 border-b">浙江省内第一家金融不良资产资质资产管理公司。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">杭齿前进</td>
|
||
<td class="py-3 px-4 border-b">中国东方资产管理、华融资产持有公司7%股权</td>
|
||
<td class="py-3 px-4 border-b">中国东方资产管理、华融资产持有公司7%股权，子公司摩安开展不良资产清收业务。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">摩恩电气</td>
|
||
<td class="py-3 px-4 border-b">公司持有广州资产管理公司5.2%的股权</td>
|
||
<td class="py-3 px-4 border-b">公司持有广州资产管理公司5.2%的股权。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">穗恒运A</td>
|
||
<td class="py-3 px-4 border-b">持股海交所7.4%，海交所提供不良资产处置服务</td>
|
||
<td class="py-3 px-4 border-b">持股海交所7.4%，海交所提供不良资产处置服务。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">闽东电力</td>
|
||
<td class="py-3 px-4 border-b">公司持有山东金融资产交易中心5.97%的股权，有不良金融资产业务</td>
|
||
<td class="py-3 px-4 border-b">公司持有山东金融资产交易中心5.97%的股权，有不良金融资产业务。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">鲁银投资</td>
|
||
<td class="py-3 px-4 border-b">与省级地方AMC"湖南省财信资产管理有限公司"合资合作成立</td>
|
||
<td class="py-3 px-4 border-b">与省级地方AMC"湖南省财信资产管理有限公司"合资合作成立。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">世联行</td>
|
||
<td class="py-3 px-4 border-b">第二大股东参股的渝康资产为重庆唯一AMC</td>
|
||
<td class="py-3 px-4 border-b">第二大股东参股的渝康资产为重庆唯一AMC。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">重庆水务</td>
|
||
<td class="py-3 px-4 border-b">大股东国联集团江苏资产管理(全国首家地方性AMC,参与无锡破产重组)</td>
|
||
<td class="py-3 px-4 border-b">大股东国联集团江苏资产管理(全国首家地方性AMC,参与无锡破产重组)。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">华光环能</td>
|
||
<td class="py-3 px-4 border-b">公司持有湖北资管百分之十的股份是第四大股东，湖北资管持有amc牌照</td>
|
||
<td class="py-3 px-4 border-b">公司持有湖北资管百分之十的股份是第四大股东，湖北资管持有amc牌照。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">华闻集团</td>
|
||
<td class="py-3 px-4 border-b">设立苏州风范资管,持股68%</td>
|
||
<td class="py-3 px-4 border-b">设立苏州风范资管,持股68%。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">风范股份</td>
|
||
<td class="py-3 px-4 border-b">控股股东信达投资为四大AMC之一信达旗下企业</td>
|
||
<td class="py-3 px-4 border-b">控股股东信达投资为四大AMC之一信达旗下企业。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">信达地产</td>
|
||
<td class="py-3 px-4 border-b">安徽省第二家地方资产管理其中，新力金融发起股东之一，出资4亿元</td>
|
||
<td class="py-3 px-4 border-b">安徽省第二家地方资产管理其中，新力金融发起股东之一，出资4亿元。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">新力金融</td>
|
||
<td class="py-3 px-4 border-b">公司出资5亿元共同发起设立河南资产管理有限公司，公司持股比例10%</td>
|
||
<td class="py-3 px-4 border-b">公司出资5亿元共同发起设立河南资产管理有限公司，公司持股比例10%。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">中原高速</td>
|
||
<td class="py-3 px-4 border-b">公司实际控制人为中国东方资产管理有限公司</td>
|
||
<td class="py-3 px-4 border-b">公司实际控制人为中国东方资产管理有限公司。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">银宝山新</td>
|
||
<td class="py-3 px-4 border-b">公司以5.12亿元受让海南宏控持有的海南联合资产管理46.4364%股权</td>
|
||
<td class="py-3 px-4 border-b">公司以5.12亿元受让海南宏控持有的海南联合资产管理46.4364%股权。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">海南高速</td>
|
||
<td class="py-3 px-4 border-b">大股东全资控股福建省唯一省级AMC福建闽投资产管理公司</td>
|
||
<td class="py-3 px-4 border-b">大股东全资控股福建省唯一省级AMC福建闽投资产管理公司。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">中闽能源</td>
|
||
<td class="py-3 px-4 border-b">公司全资子公司海德资管属于地方AMC，在全国地方AMC公司中位居前列</td>
|
||
<td class="py-3 px-4 border-b">公司全资子公司海德资管属于地方AMC，在全国地方AMC公司中位居前列。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">海德股份</td>
|
||
<td class="py-3 px-4 border-b">在中钢集团债务重组方案正式获得批准，中钢集团为公司控股股东</td>
|
||
<td class="py-3 px-4 border-b">在中钢集团债务重组方案正式获得批准，中钢集团为公司控股股东。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">中钢天源</td>
|
||
<td class="py-3 px-4 border-b">持有天津津融股权，天津津融投资为天津市拥有AMC牌照的公司</td>
|
||
<td class="py-3 px-4 border-b">持有天津津融股权，天津津融投资为天津市拥有AMC牌照的公司。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">泰达股份</td>
|
||
<td class="py-3 px-4 border-b">公司参股大连金融资产拥有金融资产交易牌照，东北不良资产处置交易平台</td>
|
||
<td class="py-3 px-4 border-b">公司参股大连金融资产拥有金融资产交易牌照，东北不良资产处置交易平台。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">中科金财</td>
|
||
<td class="py-3 px-4 border-b">中国华融资产管理为公司10%大股东，于2016年江海证券资产组进入哈投</td>
|
||
<td class="py-3 px-4 border-b">中国华融资产管理为公司10%大股东，于2016年江海证券资产组进入哈投。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">哈投股份</td>
|
||
<td class="py-3 px-4 border-b">公司持有广投资管18%的股份，是广西唯一持牌混业所有制地方资产管理公司</td>
|
||
<td class="py-3 px-4 border-b">公司持有广投资管18%的股份，是广西唯一持牌混业所有制地方资产管理公司。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">中恒集团</td>
|
||
<td class="py-3 px-4 border-b">投资中信夹层投资。主要以投资债权，债转股及股权的方式，投资于并购融资</td>
|
||
<td class="py-3 px-4 border-b">投资中信夹层投资。主要以投资债权，债转股及股权的方式，投资于并购融资。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">方大特钢</td>
|
||
<td class="py-3 px-4 border-b">公司联营企业内蒙古庆源绿色金融资产具有不良债权资产经营，债转股业务等</td>
|
||
<td class="py-3 px-4 border-b">公司联营企业内蒙古庆源绿色金融资产具有不良债权资产经营，债转股业务等。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">蒙草生态</td>
|
||
<td class="py-3 px-4 border-b">华融、长城合计持有公司7%股权</td>
|
||
<td class="py-3 px-4 border-b">华融、长城合计持有公司7%股权。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">秦川机床</td>
|
||
<td class="py-3 px-4 border-b">浙江AMC，子公司浙商投资唯一浙江持牌</td>
|
||
<td class="py-3 px-4 border-b">浙江AMC，子公司浙商投资唯一浙江持牌。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">浙江东方</td>
|
||
<td class="py-3 px-4 border-b">越秀金控与广东民营投资股份，广东省第二家地方资产管理公司</td>
|
||
<td class="py-3 px-4 border-b">越秀金控与广东民营投资股份，广东省第二家地方资产管理公司。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">越秀资本</td>
|
||
<td class="py-3 px-4 border-b">持股陕西省AMC 5.36%</td>
|
||
<td class="py-3 px-4 border-b">持股陕西省AMC 5.36%。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">陕国投A</td>
|
||
<td class="py-3 px-4 border-b">个贷不良资产提供个贷不良资产的投资、评估、管理、运营、处置管理服务</td>
|
||
<td class="py-3 px-4 border-b">个贷不良资产提供个贷不良资产的投资、评估、管理、运营、处置管理服务。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">宇信科技</td>
|
||
<td class="py-3 px-4 border-b">拥有温州唯一AMC牌照</td>
|
||
<td class="py-3 px-4 border-b">拥有温州唯一AMC牌照。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">物产中大</td>
|
||
<td class="py-3 px-4 border-b">非研会AMC，@海通越秀河南资产</td>
|
||
<td class="py-3 px-4 border-b">非研会AMC，@海通越秀河南资产。</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">中原证券</td>
|
||
<td class="py-3 px-4 border-b">非研会AMC，@海通越秀河南资产</td>
|
||
<td class="py-3 px-4 border-b">非研会AMC，@海通越秀河南资产。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 化债概念板块 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4">化债概念(241013)</h3>
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-white border border-gray-200">
|
||
<thead>
|
||
<tr class="bg-gray-50">
|
||
<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">股票名称</th>
|
||
<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">分类</th>
|
||
<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">理由</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">信达地产</td>
|
||
<td class="py-3 px-4 border-b">国有四大AMC之一</td>
|
||
<td class="py-3 px-4 border-b">控股股东信达投资，国有四大AMC之一</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">银宝山新</td>
|
||
<td class="py-3 px-4 border-b">国有四大AMC之一</td>
|
||
<td class="py-3 px-4 border-b">实控人东方资产，国有四大AMC之一</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">东兴证券</td>
|
||
<td class="py-3 px-4 border-b">国有四大AMC之一</td>
|
||
<td class="py-3 px-4 border-b">控股股东东方资产，四大国有金融资产管理公司之一，由财政部100%持股，以经营不良资产和非银行金融服务为主</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">*ST景峰</td>
|
||
<td class="py-3 px-4 border-b">国有四大AMC之一</td>
|
||
<td class="py-3 px-4 border-b">第二大股东是长城资产，国有四大AMC之一</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">摩恩电气</td>
|
||
<td class="py-3 px-4 border-b">地方AMC</td>
|
||
<td class="py-3 px-4 border-b">旗下子公司摩恩保理和摩安投资从事类金融相关业务</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">光大嘉宝</td>
|
||
<td class="py-3 px-4 border-b">地方AMC</td>
|
||
<td class="py-3 px-4 border-b">控股股东光大集团，下属光大金瓯资产管理，立足于浙江省不良资产业务</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">海德股份</td>
|
||
<td class="py-3 px-4 border-b">地方AMC</td>
|
||
<td class="py-3 px-4 border-b">新疆AMC，唯一AMC上市企业</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">天津普林</td>
|
||
<td class="py-3 px-4 border-b">地方AMC</td>
|
||
<td class="py-3 px-4 border-b">天津AMC，二股东拥有天津唯一金融资产牌照</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">浙江东方</td>
|
||
<td class="py-3 px-4 border-b">地方AMC</td>
|
||
<td class="py-3 px-4 border-b">浙江AMC，子公司浙商投资唯一浙江持牌</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">陕国投A</td>
|
||
<td class="py-3 px-4 border-b">地方AMC</td>
|
||
<td class="py-3 px-4 border-b">陕西AMC，持有陕西金融资产管理6.65%股权</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">中原证券</td>
|
||
<td class="py-3 px-4 border-b">地方AMC</td>
|
||
<td class="py-3 px-4 border-b">河南AMC，共同发起成立河南资产</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">蒙草生态</td>
|
||
<td class="py-3 px-4 border-b">地方AMC</td>
|
||
<td class="py-3 px-4 border-b">内蒙AMC，持股内蒙庆源绿色金融资产管理公司17%股份</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">世联行</td>
|
||
<td class="py-3 px-4 border-b">地方AMC</td>
|
||
<td class="py-3 px-4 border-b">与省级地方AMC湖南省财信资产管理有限公司合资合作</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">越秀资本</td>
|
||
<td class="py-3 px-4 border-b">地方AMC</td>
|
||
<td class="py-3 px-4 border-b">广州资产系越秀金控与广东民营投资、恒健投资、粤科金融集团共同发起设立</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">中科金财</td>
|
||
<td class="py-3 px-4 border-b">地方AMC</td>
|
||
<td class="py-3 px-4 border-b">参股大连金融资产交易所拥有全国24张金融资产交易机构牌照之一</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">新力金融</td>
|
||
<td class="py-3 px-4 border-b">地方AMC</td>
|
||
<td class="py-3 px-4 border-b">设立安徽省第二家地方资产管理公司，名称暂定为安徽省中安金融资产管理股份有限公司</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">泰达股份</td>
|
||
<td class="py-3 px-4 border-b">地方AMC</td>
|
||
<td class="py-3 px-4 border-b">持有天津津融投资服务集团股份，为天津市拥有AMC牌照的公司</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">亿利达</td>
|
||
<td class="py-3 px-4 border-b">地方AMC</td>
|
||
<td class="py-3 px-4 border-b">公司大股东浙商资产管理是全国首批5家、省内第一家拥有批量转让金融不良资产资质的</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">上海建科</td>
|
||
<td class="py-3 px-4 border-b">地方AMC</td>
|
||
<td class="py-3 px-4 border-b">控股股东上海国盛集团主营为工程项目管理、不动产领域相关的不良资产处置及资产管理</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">海南高速</td>
|
||
<td class="py-3 px-4 border-b">地方AMC</td>
|
||
<td class="py-3 px-4 border-b">目前持有海南联合资产管理有限公司46.4364%股权</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">云南城投</td>
|
||
<td class="py-3 px-4 border-b">城投平台</td>
|
||
<td class="py-3 px-4 border-b">云南国资委控股唯一上市城投平台</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">津投城开</td>
|
||
<td class="py-3 px-4 border-b">城投平台</td>
|
||
<td class="py-3 px-4 border-b">天津国资委控股，天津唯一上市城投平台</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">城投控股</td>
|
||
<td class="py-3 px-4 border-b">城投平台</td>
|
||
<td class="py-3 px-4 border-b">上海城投集团控股，上海唯一上市城投平台</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">渝开发</td>
|
||
<td class="py-3 px-4 border-b">城投平台</td>
|
||
<td class="py-3 px-4 border-b">重庆国资委控股，重庆唯一上市城投平台</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">合肥城建</td>
|
||
<td class="py-3 px-4 border-b">城投平台</td>
|
||
<td class="py-3 px-4 border-b">合肥国资委控股，合肥唯一上市城投平台</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">蒙草生态</td>
|
||
<td class="py-3 px-4 border-b">环保PPP</td>
|
||
<td class="py-3 px-4 border-b">涉及环保PPP项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">碧水源</td>
|
||
<td class="py-3 px-4 border-b">环保PPP</td>
|
||
<td class="py-3 px-4 border-b">涉及环保PPP项目</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">聚光科技</td>
|
||
<td class="py-3 px-4 border-b">环保PPP</td>
|
||
<td class="py-3 px-4 border-b">涉及环保PPP项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">路德环境</td>
|
||
<td class="py-3 px-4 border-b">环保PPP</td>
|
||
<td class="py-3 px-4 border-b">涉及环保PPP项目</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化Vanta.js背景效果
|
||
VANTA.WAVES({
|
||
el: "#vanta-bg",
|
||
mouseControls: true,
|
||
touchControls: true,
|
||
gyroControls: false,
|
||
minHeight: 200.00,
|
||
minWidth: 200.00,
|
||
scale: 1.00,
|
||
scaleMobile: 1.00,
|
||
color: 0x1a365d,
|
||
shininess: 30.00,
|
||
waveHeight: 10.00,
|
||
waveSpeed: 0.75,
|
||
zoom: 0.75
|
||
});
|
||
|
||
// 初始化tsParticles
|
||
tsParticles.load("vanta-bg", {
|
||
particles: {
|
||
number: {
|
||
value: 30,
|
||
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|
||
enable: true,
|
||
value_area: 800
|
||
}
|
||
},
|
||
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|
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value: "#ffffff"
|
||
},
|
||
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|
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type: "circle",
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|
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color: "#000000"
|
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}
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},
|
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value: 0.5,
|
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random: false,
|
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anim: {
|
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enable: false,
|
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speed: 1,
|
||
opacity_min: 0.1,
|
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sync: false
|
||
}
|
||
},
|
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size: {
|
||
value: 3,
|
||
random: true,
|
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anim: {
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enable: false,
|
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speed: 40,
|
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size_min: 0.1,
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sync: false
|
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}
|
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line_linked: {
|
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enable: true,
|
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distance: 150,
|
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color: "#ffffff",
|
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opacity: 0.4,
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width: 1
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},
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move: {
|
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enable: true,
|
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speed: 2,
|
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direction: "none",
|
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random: false,
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straight: false,
|
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out_mode: "out",
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bounce: false,
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attract: {
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enable: true,
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mode: "push"
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},
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resize: true
|
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},
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modes: {
|
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grab: {
|
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distance: 140,
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line_linked: {
|
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opacity: 1
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}
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bubble: {
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size: 40,
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},
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repulse: {
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particles_nb: 2
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retina_detect: true
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});
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</script>
|
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</body>
|
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</html>
|
||
``` |