870 lines
42 KiB
HTML
870 lines
42 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>破净央国企投资分析报告</title>
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<link href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css" rel="stylesheet">
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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, #0f172a 0%, #1e293b 100%);
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min-height: 100vh;
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}
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.glass-effect {
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background: rgba(30, 41, 59, 0.8);
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backdrop-filter: blur(10px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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}
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background: linear-gradient(135deg, #60a5fa 0%, #3b82f6 100%);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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background-clip: text;
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}
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.card-hover {
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transition: all 0.3s ease;
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}
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.card-hover:hover {
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transform: translateY(-5px);
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box-shadow: 0 20px 25px -5px rgba(0, 0, 0, 0.3);
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}
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.table-container {
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overflow-x: auto;
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-webkit-overflow-scrolling: touch;
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}
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.timeline-dot {
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width: 12px;
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height: 12px;
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background: #3b82f6;
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border-radius: 50%;
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position: relative;
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}
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.timeline-dot::after {
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content: '';
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position: absolute;
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top: 12px;
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left: 5px;
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}
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.timeline-item:last-child .timeline-dot::after {
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display: none;
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}
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@media (max-width: 768px) {
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.section-title {
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font-size: 1.5rem;
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}
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.card {
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margin-bottom: 1rem;
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}
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}
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#particles-js {
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position: fixed;
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width: 100%;
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height: 100%;
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top: 0;
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left: 0;
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z-index: -1;
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}
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</style>
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</head>
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<body class="text-gray-100">
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<div id="particles-js"></div>
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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-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 gradient-text">破净央国企投资分析报告</h1>
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<p class="text-gray-400 text-lg">政策驱动下的估值修复机遇</p>
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<div class="mt-6 flex justify-center space-x-4">
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<span class="px-4 py-2 bg-blue-500/20 rounded-full text-blue-400 text-sm">
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<i class="fas fa-chart-line mr-2"></i>政策催化
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</span>
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<span class="px-4 py-2 bg-green-500/20 rounded-full text-green-400 text-sm">
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<i class="fas fa-building mr-2"></i>央国企
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</span>
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<span class="px-4 py-2 bg-purple-500/20 rounded-full text-purple-400 text-sm">
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<i class="fas fa-coins mr-2"></i>估值修复
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</span>
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</div>
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</div>
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<!-- 概念事件 -->
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<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">
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<i class="fas fa-calendar-alt mr-3"></i>概念事件
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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-lg font-semibold mb-3 text-gray-300">政策催化</h3>
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<ul class="space-y-2 text-gray-400">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-3"></i>
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<span>2024年9月24日，证监会发布《上市公司监管指引第10号——市值管理（征求意见稿）》</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-3"></i>
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<span>11月15日正式稿落地，范围收窄至"破净且低于行业均值"</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-3"></i>
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<span>央国企因考核压力成为重点执行对象</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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<h3 class="text-lg font-semibold mb-3 text-gray-300">国资委加码</h3>
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<ul class="space-y-2 text-gray-400">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-3"></i>
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<span>2024年12月，国资委印发《关于改进和加强中央企业控股上市公司市值管理工作的若干意见》</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-3"></i>
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<span>将"解决长期破净问题"纳入央企年度KPI</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-3"></i>
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<span>鼓励通过回购、分红、资产重组、分拆上市等工具修复估值</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="mt-6">
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<h3 class="text-lg font-semibold mb-4 text-gray-300">时间轴</h3>
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<div class="space-y-4">
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<div class="timeline-item flex items-start">
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<div class="timeline-dot mt-1 mr-4"></div>
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<div>
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<span class="text-blue-400 font-semibold">2024.9.24</span>
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<span class="text-gray-400 ml-2">市值管理指引征求意见稿发布，破净股首次纳入强制监管</span>
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</div>
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</div>
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<div class="timeline-item flex items-start">
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<div class="timeline-dot mt-1 mr-4"></div>
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<div>
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<span class="text-blue-400 font-semibold">2024.11.15</span>
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<span class="text-gray-400 ml-2">正式稿落地，明确"破净+低于行业均值"需披露计划</span>
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</div>
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</div>
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<div class="timeline-item flex items-start">
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<div class="timeline-dot mt-1 mr-4"></div>
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<div>
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<span class="text-blue-400 font-semibold">2024.11.18</span>
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<span class="text-gray-400 ml-2">央企破净股集体涨停，市场热度爆发</span>
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</div>
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</div>
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<div class="timeline-item flex items-start">
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<div class="timeline-dot mt-1 mr-4"></div>
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<div>
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<span class="text-blue-400 font-semibold">2024.12</span>
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<span class="text-gray-400 ml-2">国资委文件细化考核要求，2025年3月前需完成估值提升计划披露</span>
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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="glass-effect rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 text-green-400">
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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="grid md:grid-cols-3 gap-6">
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<div class="bg-gradient-to-br from-blue-500/10 to-blue-600/10 rounded-xl p-5 border border-blue-500/20">
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<div class="text-blue-400 text-3xl mb-3">
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<i class="fas fa-chart-pie"></i>
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</div>
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<h3 class="text-lg font-semibold mb-2 text-gray-300">阶段判断</h3>
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<p class="text-gray-400 text-sm">破净央国企已从"政策主题"进入"基本面+政策双轮驱动"阶段，2025年Q1-Q2是估值修复的关键窗口期</p>
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</div>
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<div class="bg-gradient-to-br from-green-500/10 to-green-600/10 rounded-xl p-5 border border-green-500/20">
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<div class="text-green-400 text-3xl mb-3">
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<i class="fas fa-rocket"></i>
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</div>
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<h3 class="text-lg font-semibold mb-2 text-gray-300">核心驱动力</h3>
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<p class="text-gray-400 text-sm">政策强制披露+央企考核挂钩+化债资金落地（10万亿）改善现金流，PB<0.6的央企龙头具备30%+修复空间</p>
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</div>
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<div class="bg-gradient-to-br from-purple-500/10 to-purple-600/10 rounded-xl p-5 border border-purple-500/20">
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<div class="text-purple-400 text-3xl mb-3">
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<i class="fas fa-gem"></i>
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</div>
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<h3 class="text-lg font-semibold mb-2 text-gray-300">预期差</h3>
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<p class="text-gray-400 text-sm">市场低估"分拆上市"和"资产重组"对破净央企的弹性，部分公司存在资产注入预期</p>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 text-purple-400">
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<i class="fas fa-brain mr-3"></i>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-8">
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<div>
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<h3 class="text-lg font-semibold mb-4 text-gray-300">核心驱动力</h3>
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<div class="space-y-4">
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<div class="bg-gray-800/50 rounded-lg p-4">
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<h4 class="font-semibold text-blue-400 mb-2">1. 政策刚性约束</h4>
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<ul class="text-sm text-gray-400 space-y-1">
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<li>• 强制披露：213家"破净+低于行业均值"公司中，央企占比超90%</li>
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<li>• 考核挂钩：国资委将市值管理纳入央企负责人KPI</li>
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<li>• 倒逼企业启动回购/分红/注资</li>
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</ul>
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</div>
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<div class="bg-gray-800/50 rounded-lg p-4">
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<h4 class="font-semibold text-green-400 mb-2">2. 基本面反转</h4>
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<ul class="text-sm text-gray-400 space-y-1">
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<li>• 化债资金：10万亿地方债置换中，建筑央企应收账款占比20%</li>
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<li>• 股息率优势：显著高于10年期国债（2.1%）</li>
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<li>• 吸引长线资金入场</li>
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</ul>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-lg font-semibold mb-4 text-gray-300">市场热度与预期差</h3>
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<div class="space-y-4">
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<div class="bg-gray-800/50 rounded-lg p-4">
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<h4 class="font-semibold text-yellow-400 mb-2">市场热度</h4>
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<ul class="text-sm text-gray-400 space-y-1">
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<li>• 研报密集度：10余家券商连发破净央企专题</li>
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<li>• "中特估2.0"成为关键词</li>
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<li>• 资金动向：11月18日中国铁建成交额环比增5倍</li>
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</ul>
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</div>
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<div class="bg-gray-800/50 rounded-lg p-4">
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<h4 class="font-semibold text-red-400 mb-2">预期差分析</h4>
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<ul class="text-sm text-gray-400 space-y-1">
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<li>• 市场共识：认为修复仅依赖"分红+回购"</li>
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<li>• 被忽略点：分拆上市、资产重组</li>
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<li>• 中国电建新能源分拆估值或从0.73倍PB提升至1.2倍</li>
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</ul>
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</div>
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</div>
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</div>
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</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="glass-effect rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 text-yellow-400">
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<i class="fas fa-fire 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-8">
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<div>
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<h3 class="text-lg font-semibold mb-4 text-gray-300">近期催化剂（3-6个月）</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<span class="bg-yellow-500/20 text-yellow-400 rounded-full w-8 h-8 flex items-center justify-center text-sm font-bold mr-3 flex-shrink-0">1</span>
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<div>
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<h4 class="font-semibold text-gray-300">2025年3月前</h4>
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<p class="text-sm text-gray-400">央企集中披露估值提升计划，需明确"PB≥1"目标</p>
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</div>
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</div>
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<div class="flex items-start">
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<span class="bg-yellow-500/20 text-yellow-400 rounded-full w-8 h-8 flex items-center justify-center text-sm font-bold mr-3 flex-shrink-0">2</span>
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<div>
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<h4 class="font-semibold text-gray-300">2025年Q2</h4>
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<p class="text-sm text-gray-400">化债资金到账，建筑央企减值冲回确认</p>
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</div>
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</div>
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<div class="flex items-start">
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<span class="bg-yellow-500/20 text-yellow-400 rounded-full w-8 h-8 flex items-center justify-center text-sm font-bold mr-3 flex-shrink-0">3</span>
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<div>
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<h4 class="font-semibold text-gray-300">分拆上市落地</h4>
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<p class="text-sm text-gray-400">华润电力、中国电建新能源板块分拆预期</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-lg font-semibold mb-4 text-gray-300">长期路径（2025-2027）</h3>
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<div class="space-y-3">
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<div class="bg-gradient-to-r from-blue-500/10 to-transparent rounded-lg p-3 border-l-4 border-blue-500">
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<h4 class="font-semibold text-blue-400">阶段1（2025）</h4>
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<p class="text-sm text-gray-400">政策驱动估值修复至0.8-1倍PB，高股息+回购为主</p>
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</div>
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<div class="bg-gradient-to-r from-green-500/10 to-transparent rounded-lg p-3 border-l-4 border-green-500">
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<h4 class="font-semibold text-green-400">阶段2（2026-2027）</h4>
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<p class="text-sm text-gray-400">资产重组加速，"大集团小公司"模式</p>
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</div>
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<div class="bg-gradient-to-r from-purple-500/10 to-transparent rounded-lg p-3 border-l-4 border-purple-500">
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<h4 class="font-semibold text-purple-400">终局</h4>
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<p class="text-sm text-gray-400">PB中枢稳定在1.2-1.5倍，ROE从5%提升至8%</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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<!-- 产业链与核心公司深度剖析 -->
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<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 text-indigo-400">
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<i class="fas fa-sitemap 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-lg font-semibold mb-4 text-gray-300">产业链图谱</h3>
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<div class="grid md:grid-cols-3 gap-4">
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<div class="bg-gray-800/50 rounded-lg p-4 text-center">
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<div class="text-3xl text-blue-400 mb-2">
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<i class="fas fa-industry"></i>
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</div>
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<h4 class="font-semibold text-gray-300 mb-2">上游</h4>
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<p class="text-sm text-gray-400">资源类央企（宝钢股份、鞍钢股份）——受益供给侧改革</p>
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</div>
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<div class="bg-gray-800/50 rounded-lg p-4 text-center">
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<div class="text-3xl text-green-400 mb-2">
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<i class="fas fa-hard-hat"></i>
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</div>
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<h4 class="font-semibold text-gray-300 mb-2">中游</h4>
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<p class="text-sm text-gray-400">建筑央企（中国铁建、中国交建）——化债+基建订单回暖</p>
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</div>
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<div class="bg-gray-800/50 rounded-lg p-4 text-center">
|
||
<div class="text-3xl text-yellow-400 mb-2">
|
||
<i class="fas fa-bolt"></i>
|
||
</div>
|
||
<h4 class="font-semibold text-gray-300 mb-2">下游</h4>
|
||
<p class="text-sm text-gray-400">公用事业（太阳能、湖北能源）——电价改革+绿电溢价</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-4 text-gray-300">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 text-gray-400 font-semibold">公司</th>
|
||
<th class="text-left py-3 px-4 text-gray-400 font-semibold">PB</th>
|
||
<th class="text-left py-3 px-4 text-gray-400 font-semibold">股息率</th>
|
||
<th class="text-left py-3 px-4 text-gray-400 font-semibold">催化剂</th>
|
||
<th class="text-left py-3 px-4 text-gray-400 font-semibold">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">中国铁建</td>
|
||
<td class="py-3 px-4 text-gray-400">0.38</td>
|
||
<td class="py-3 px-4 text-green-400">3.7%</td>
|
||
<td class="py-3 px-4 text-gray-400">分拆高铁运维资产，估值对标中国通号</td>
|
||
<td class="py-3 px-4 text-red-400">基建投资不及预期</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">中国建筑</td>
|
||
<td class="py-3 px-4 text-gray-400">0.49</td>
|
||
<td class="py-3 px-4 text-green-400">4.5%</td>
|
||
<td class="py-3 px-4 text-gray-400">地产政策放松+分红率提升</td>
|
||
<td class="py-3 px-4 text-red-400">地产销售持续下滑</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">中国电建</td>
|
||
<td class="py-3 px-4 text-gray-400">0.73</td>
|
||
<td class="py-3 px-4 text-green-400">2.1%</td>
|
||
<td class="py-3 px-4 text-gray-400">新能源分拆+抽水蓄能订单爆发</td>
|
||
<td class="py-3 px-4 text-red-400">绿电补贴拖欠</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">宝钢股份</td>
|
||
<td class="py-3 px-4 text-gray-400">0.48</td>
|
||
<td class="py-3 px-4 text-green-400">6.2%</td>
|
||
<td class="py-3 px-4 text-gray-400">钢铁行业整合+高端板材提价</td>
|
||
<td class="py-3 px-4 text-red-400">铁矿石价格波动</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold mb-6 text-red-400">
|
||
<i class="fas fa-exclamation-triangle mr-3"></i>潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div class="space-y-4">
|
||
<div class="bg-red-500/10 rounded-lg p-4 border border-red-500/20">
|
||
<h4 class="font-semibold text-red-400 mb-2">
|
||
<i class="fas fa-ban mr-2"></i>政策执行风险
|
||
</h4>
|
||
<p class="text-sm text-gray-400">地方国企考核权重低，部分公司未强制要求披露计划</p>
|
||
</div>
|
||
|
||
<div class="bg-orange-500/10 rounded-lg p-4 border border-orange-500/20">
|
||
<h4 class="font-semibold text-orange-400 mb-2">
|
||
<i class="fas fa-chart-line mr-2"></i>行业分化
|
||
</h4>
|
||
<p class="text-sm text-gray-400">银行破净率100%，但息差收窄可能压制修复空间</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="space-y-4">
|
||
<div class="bg-yellow-500/10 rounded-lg p-4 border border-yellow-500/20">
|
||
<h4 class="font-semibold text-yellow-400 mb-2">
|
||
<i class="fas fa-water mr-2"></i>流动性陷阱
|
||
</h4>
|
||
<p class="text-sm text-gray-400">港股央企日均成交额不足5000万港元，大资金进出困难</p>
|
||
</div>
|
||
|
||
<div class="bg-purple-500/10 rounded-lg p-4 border border-purple-500/20">
|
||
<h4 class="font-semibold text-purple-400 mb-2">
|
||
<i class="fas fa-info-circle mr-2"></i>信息矛盾
|
||
</h4>
|
||
<p class="text-sm text-gray-400">部分研报预测与公司公告存在矛盾，需警惕主题炒作</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold mb-6 text-cyan-400">
|
||
<i class="fas fa-trophy mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<div class="bg-gradient-to-r from-cyan-500/10 to-blue-500/10 rounded-lg p-4 border border-cyan-500/20">
|
||
<h3 class="font-semibold text-cyan-400 mb-2">阶段判断</h3>
|
||
<p class="text-gray-400">破净央企已从"主题炒作"进入"政策强制+基本面改善"的第二阶段，2025年Q1是最佳配置窗口</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-semibold mb-4 text-gray-300">最具价值方向</h3>
|
||
<div class="grid md:grid-cols-3 gap-4">
|
||
<div class="bg-blue-500/10 rounded-lg p-4">
|
||
<div class="text-blue-400 text-xl mb-2">
|
||
<i class="fas fa-coins"></i>
|
||
</div>
|
||
<h4 class="font-semibold text-gray-300 mb-2">低PB+高分红</h4>
|
||
<p class="text-sm text-gray-400">中国铁建（PB 0.38，股息率3.7%）、中国建筑（PB 0.49，股息率4.5%）</p>
|
||
</div>
|
||
|
||
<div class="bg-green-500/10 rounded-lg p-4">
|
||
<div class="text-green-400 text-xl mb-2">
|
||
<i class="fas fa-project-diagram"></i>
|
||
</div>
|
||
<h4 class="font-semibold text-gray-300 mb-2">分拆上市弹性</h4>
|
||
<p class="text-sm text-gray-400">中国电建（新能源业务分拆后PB或从0.73→1.2）</p>
|
||
</div>
|
||
|
||
<div class="bg-purple-500/10 rounded-lg p-4">
|
||
<div class="text-purple-400 text-xl mb-2">
|
||
<i class="fas fa-handshake"></i>
|
||
</div>
|
||
<h4 class="font-semibold text-gray-300 mb-2">资产重组</h4>
|
||
<p class="text-sm text-gray-400">中铝集团旗下银星能源（PB 0.17，资产注入预期强）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-4 text-gray-300">关键跟踪指标</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-center">
|
||
<span class="bg-gray-700 rounded-full w-6 h-6 flex items-center justify-center text-xs font-bold mr-3">1</span>
|
||
<span class="text-gray-400">2025年3月前：央企估值提升计划披露率（需达100%）</span>
|
||
</div>
|
||
<div class="flex items-center">
|
||
<span class="bg-gray-700 rounded-full w-6 h-6 flex items-center justify-center text-xs font-bold mr-3">2</span>
|
||
<span class="text-gray-400">2025年Q2：建筑央企减值冲回金额（如中国中铁≥30亿元）</span>
|
||
</div>
|
||
<div class="flex items-center">
|
||
<span class="bg-gray-700 rounded-full w-6 h-6 flex items-center justify-center text-xs font-bold mr-3">3</span>
|
||
<span class="text-gray-400">分拆进度：华润电力、中国电建新能源板块IPO时间表</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据表格 -->
|
||
<div class="glass-effect rounded-2xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400">
|
||
<i class="fas fa-table mr-3"></i>关联股票数据
|
||
</h2>
|
||
|
||
<!-- 破净央国企 -->
|
||
<div class="mb-8">
|
||
<h3 class="text-lg font-semibold mb-4 text-gray-300">破净央国企</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 text-gray-400 font-semibold">股票名称</th>
|
||
<th class="text-left py-3 px-4 text-gray-400 font-semibold">控制人类别</th>
|
||
<th class="text-left py-3 px-4 text-gray-400 font-semibold">控制人</th>
|
||
<th class="text-left py-3 px-4 text-gray-400 font-semibold">持股比例</th>
|
||
<th class="text-left py-3 px-4 text-gray-400 font-semibold">企业性质</th>
|
||
<th class="text-left py-3 px-4 text-gray-400 font-semibold">市净率</th>
|
||
<th class="text-left py-3 px-4 text-gray-400 font-semibold">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">中油资本</td>
|
||
<td class="py-3 px-4 text-gray-400">中央国有企业</td>
|
||
<td class="py-3 px-4 text-gray-400">中国石油天然气集团有限公司</td>
|
||
<td class="py-3 px-4 text-gray-400">79.4386%</td>
|
||
<td class="py-3 px-4 text-gray-400">央企国资控股</td>
|
||
<td class="py-3 px-4 text-yellow-400">0.682</td>
|
||
<td class="py-3 px-4 text-gray-400">市净率低于1，属于破净股</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">安道麦A</td>
|
||
<td class="py-3 px-4 text-gray-400">国资委</td>
|
||
<td class="py-3 px-4 text-gray-400">国务院国有资产监督管理委员会</td>
|
||
<td class="py-3 px-4 text-gray-400">78.47%</td>
|
||
<td class="py-3 px-4 text-gray-400">央企国资控股</td>
|
||
<td class="py-3 px-4 text-yellow-400">0.507</td>
|
||
<td class="py-3 px-4 text-gray-400">市净率低于1，属于破净股</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">中铁特货</td>
|
||
<td class="py-3 px-4 text-gray-400">中央国有企业</td>
|
||
<td class="py-3 px-4 text-gray-400">中国国家铁路集团有限公司</td>
|
||
<td class="py-3 px-4 text-gray-400">76.5%</td>
|
||
<td class="py-3 px-4 text-gray-400">央企国资控股</td>
|
||
<td class="py-3 px-4 text-yellow-400">0.901</td>
|
||
<td class="py-3 px-4 text-gray-400">市净率低于1，属于破净股</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">中油工程</td>
|
||
<td class="py-3 px-4 text-gray-400">中央国有企业</td>
|
||
<td class="py-3 px-4 text-gray-400">中国石油天然气集团有限公司</td>
|
||
<td class="py-3 px-4 text-gray-400">72.2%</td>
|
||
<td class="py-3 px-4 text-gray-400">央企国资控股</td>
|
||
<td class="py-3 px-4 text-yellow-400">0.638</td>
|
||
<td class="py-3 px-4 text-gray-400">市净率低于1，属于破净股</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">大悦城</td>
|
||
<td class="py-3 px-4 text-gray-400">国资委</td>
|
||
<td class="py-3 px-4 text-gray-400">国务院国有资产监督管理委员会</td>
|
||
<td class="py-3 px-4 text-gray-400">69.28%</td>
|
||
<td class="py-3 px-4 text-gray-400">央企国资控股</td>
|
||
<td class="py-3 px-4 text-yellow-400">0.839</td>
|
||
<td class="py-3 px-4 text-gray-400">市净率低于1，属于破净股</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">中国石化</td>
|
||
<td class="py-3 px-4 text-gray-400">国资委</td>
|
||
<td class="py-3 px-4 text-gray-400">国务院国有资产监督管理委员会</td>
|
||
<td class="py-3 px-4 text-gray-400">69%</td>
|
||
<td class="py-3 px-4 text-gray-400">央企国资控股</td>
|
||
<td class="py-3 px-4 text-yellow-400">0.985</td>
|
||
<td class="py-3 px-4 text-gray-400">市净率低于1，属于破净股</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">国机汽车</td>
|
||
<td class="py-3 px-4 text-gray-400">国资委</td>
|
||
<td class="py-3 px-4 text-gray-400">国务院国有资产监督管理委员会</td>
|
||
<td class="py-3 px-4 text-gray-400">68.7%</td>
|
||
<td class="py-3 px-4 text-gray-400">央企国资控股</td>
|
||
<td class="py-3 px-4 text-yellow-400">0.75</td>
|
||
<td class="py-3 px-4 text-gray-400">市净率低于1，属于破净股</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">中绿电</td>
|
||
<td class="py-3 px-4 text-gray-400">国资委</td>
|
||
<td class="py-3 px-4 text-gray-400">国务院国有资产监督管理委员会</td>
|
||
<td class="py-3 px-4 text-gray-400">65.5638%</td>
|
||
<td class="py-3 px-4 text-gray-400">央企国资控股</td>
|
||
<td class="py-3 px-4 text-yellow-400">0.895</td>
|
||
<td class="py-3 px-4 text-gray-400">市净率低于1，属于破净股</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">中国银行</td>
|
||
<td class="py-3 px-4 text-gray-400">中央国有企业</td>
|
||
<td class="py-3 px-4 text-gray-400">中国投资有限责任公司</td>
|
||
<td class="py-3 px-4 text-gray-400">64.74%</td>
|
||
<td class="py-3 px-4 text-gray-400">央企国资控股</td>
|
||
<td class="py-3 px-4 text-yellow-400">0.626</td>
|
||
<td class="py-3 px-4 text-gray-400">市净率低于1，属于破净股</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">中工国际</td>
|
||
<td class="py-3 px-4 text-gray-400">国资委</td>
|
||
<td class="py-3 px-4 text-gray-400">国务院国有资产监督管理委员会</td>
|
||
<td class="py-3 px-4 text-gray-400">63.64%</td>
|
||
<td class="py-3 px-4 text-gray-400">央企国资控股</td>
|
||
<td class="py-3 px-4 text-yellow-400">0.76</td>
|
||
<td class="py-3 px-4 text-gray-400">市净率低于1，属于破净股</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 破净股合集 -->
|
||
<div class="mb-8">
|
||
<h3 class="text-lg font-semibold mb-4 text-gray-300">破净股合集(部分含高股息)</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 text-gray-400 font-semibold">股票名称</th>
|
||
<th class="text-left py-3 px-4 text-gray-400 font-semibold">股票代码</th>
|
||
<th class="text-left py-3 px-4 text-gray-400 font-semibold">近一年涨停次数</th>
|
||
<th class="text-left py-3 px-4 text-gray-400 font-semibold">相对250日内最高价下跌</th>
|
||
<th class="text-left py-3 px-4 text-gray-400 font-semibold">市净率</th>
|
||
<th class="text-left py-3 px-4 text-gray-400 font-semibold">实际控制人类别</th>
|
||
<th class="text-left py-3 px-4 text-gray-400 font-semibold">流通市值</th>
|
||
<th class="text-left py-3 px-4 text-gray-400 font-semibold">所属同花顺行业</th>
|
||
<th class="text-left py-3 px-4 text-gray-400 font-semibold">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">郴电国际</td>
|
||
<td class="py-3 px-4 text-gray-400">600969.SH</td>
|
||
<td class="py-3 px-4 text-gray-400">5</td>
|
||
<td class="py-3 px-4 text-red-400">39%</td>
|
||
<td class="py-3 px-4 text-yellow-400">0.56</td>
|
||
<td class="py-3 px-4 text-gray-400">地方政府</td>
|
||
<td class="py-3 px-4 text-gray-400">20.02亿</td>
|
||
<td class="py-3 px-4 text-gray-400">电能综合服务</td>
|
||
<td class="py-3 px-4 text-gray-400">公司涉及新能源、环保及地方国企改革方向</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">电广传媒</td>
|
||
<td class="py-3 px-4 text-gray-400">000917.SZ</td>
|
||
<td class="py-3 px-4 text-gray-400">5</td>
|
||
<td class="py-3 px-4 text-red-400">44%</td>
|
||
<td class="py-3 px-4 text-yellow-400">0.7</td>
|
||
<td class="py-3 px-4 text-gray-400">地方国资委</td>
|
||
<td class="py-3 px-4 text-gray-400">72.57亿</td>
|
||
<td class="py-3 px-4 text-gray-400">广告营销</td>
|
||
<td class="py-3 px-4 text-gray-400">主营业务涵盖传媒与广告，叠加湖南本地国企改革概念</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">五矿资本</td>
|
||
<td class="py-3 px-4 text-gray-400">600390.SH</td>
|
||
<td class="py-3 px-4 text-gray-400">2</td>
|
||
<td class="py-3 px-4 text-red-400">13%</td>
|
||
<td class="py-3 px-4 text-yellow-400">0.48</td>
|
||
<td class="py-3 px-4 text-gray-400">中央国有企业</td>
|
||
<td class="py-3 px-4 text-gray-400">204.66亿</td>
|
||
<td class="py-3 px-4 text-gray-400">多元金融III</td>
|
||
<td class="py-3 px-4 text-gray-400">央企背景的金融控股平台，涉及多领域金融业务</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">中联重科</td>
|
||
<td class="py-3 px-4 text-gray-400">000157.SZ</td>
|
||
<td class="py-3 px-4 text-gray-400">0</td>
|
||
<td class="py-3 px-4 text-red-400">31%</td>
|
||
<td class="py-3 px-4 text-yellow-400">0.99</td>
|
||
<td class="py-3 px-4 text-gray-400">无</td>
|
||
<td class="py-3 px-4 text-gray-400">451.81亿</td>
|
||
<td class="py-3 px-4 text-gray-400">工程机械III</td>
|
||
<td class="py-3 px-4 text-gray-400">工程机械龙头企业，覆盖高端制造与环保技术</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">华菱钢铁</td>
|
||
<td class="py-3 px-4 text-gray-400">000932.SZ</td>
|
||
<td class="py-3 px-4 text-gray-400">0</td>
|
||
<td class="py-3 px-4 text-red-400">40%</td>
|
||
<td class="py-3 px-4 text-yellow-400">0.48</td>
|
||
<td class="py-3 px-4 text-gray-400">地方国资委</td>
|
||
<td class="py-3 px-4 text-gray-400">256.31亿</td>
|
||
<td class="py-3 px-4 text-gray-400">钢铁</td>
|
||
<td class="py-3 px-4 text-gray-400">地方国企背景的钢铁企业，涉及军工与高端制造</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 高股息合集 -->
|
||
<div class="mb-8">
|
||
<h3 class="text-lg font-semibold mb-4 text-gray-300">高股息合集(部分含破净)</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 text-gray-400 font-semibold">股票名称</th>
|
||
<th class="text-left py-3 px-4 text-gray-400 font-semibold">行业</th>
|
||
<th class="text-left py-3 px-4 text-gray-400 font-semibold">项目</th>
|
||
<th class="text-left py-3 px-4 text-gray-400 font-semibold">分类</th>
|
||
<th class="text-left py-3 px-4 text-gray-400 font-semibold">产业链</th>
|
||
<th class="text-left py-3 px-4 text-gray-400 font-semibold">理由</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">中国石油 (A股)</td>
|
||
<td class="py-3 px-4 text-gray-400">化工</td>
|
||
<td class="py-3 px-4 text-gray-400">石油与化工产品</td>
|
||
<td class="py-3 px-4 text-gray-400">上游原材料</td>
|
||
<td class="py-3 px-4 text-gray-400">能源开采与加工</td>
|
||
<td class="py-3 px-4 text-gray-400">中国石油主要从事石油和天然气的勘探、生产和化工产品制造</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">中国石化 (A股)</td>
|
||
<td class="py-3 px-4 text-gray-400">化工</td>
|
||
<td class="py-3 px-4 text-gray-400">炼油与化工产品</td>
|
||
<td class="py-3 px-4 text-gray-400">中游制造</td>
|
||
<td class="py-3 px-4 text-gray-400">石油化工全产业链</td>
|
||
<td class="py-3 px-4 text-gray-400">中国石化覆盖炼油、化工生产及销售，属于化工行业中游制造环节</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">中国海油 (A股)</td>
|
||
<td class="py-3 px-4 text-gray-400">化工</td>
|
||
<td class="py-3 px-4 text-gray-400">海洋石油开采</td>
|
||
<td class="py-3 px-4 text-gray-400">上游原材料</td>
|
||
<td class="py-3 px-4 text-gray-400">能源开采</td>
|
||
<td class="py-3 px-4 text-gray-400">中国海油专注于海洋石油和天然气的勘探与生产，属于化工上游领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">云天化</td>
|
||
<td class="py-3 px-4 text-gray-400">化工</td>
|
||
<td class="py-3 px-4 text-gray-400">化肥与化工原料</td>
|
||
<td class="py-3 px-4 text-gray-400">中游制造</td>
|
||
<td class="py-3 px-4 text-gray-400">化工生产</td>
|
||
<td class="py-3 px-4 text-gray-400">云天化主要从事化肥生产和化工原料制造，属于化工行业中游</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">塔牌集团</td>
|
||
<td class="py-3 px-4 text-gray-400">建材</td>
|
||
<td class="py-3 px-4 text-gray-400">水泥制造</td>
|
||
<td class="py-3 px-4 text-gray-400">中游制造</td>
|
||
<td class="py-3 px-4 text-gray-400">建筑材料</td>
|
||
<td class="py-3 px-4 text-gray-400">塔牌集团以水泥生产为主，属于建材行业中游制造环节</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("particles-js", {
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particles: {
|
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|
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value: 80,
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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</body>
|
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</html>
|
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``` |