493 lines
40 KiB
HTML
493 lines
40 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>福建国资 - 深度投研报告</title>
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<script src="https://cdn.tailwindcss.com"></script>
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@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&family=Orbitron:wght@400;700&display=swap');
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body {
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font-family: 'Noto Sans SC', sans-serif;
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background-color: #020010;
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background-image:
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radial-gradient(at 27% 37%, hsla(215, 98%, 61%, 0.1) 0px, transparent 50%),
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display: grid;
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grid-template-columns: repeat(6, 1fr);
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gap: 1rem;
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.bento-item {
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border-radius: 1.5rem; /* rounded-3xl */
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.bento-item-1 { grid-column: span 6; } /* 概念事件 */
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.bento-item-2 { grid-column: span 6; } /* 核心观点 */
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.bento-item-3 { grid-column: span 6; grid-row: span 2; } /* 核心逻辑 */
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.bento-item-4 { grid-column: span 3; } /* 催化剂 */
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.bento-item-5 { grid-column: span 3; } /* 风险 */
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.bento-item-6 { grid-column: span 6; } /* 产业链 */
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.bento-item-7 { grid-column: span 6; } /* 结论 */
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</style>
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</head>
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<body class="text-gray-300 min-h-screen p-4 sm:p-8">
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<div class="max-w-7xl mx-auto space-y-8">
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<!-- Header -->
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<header class="text-center py-8">
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<h1 class="text-5xl md:text-7xl font-bold concept-title text-cyan-300">福建国资</h1>
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<p class="text-lg text-gray-400 mt-4 tracking-wider">深度投研报告 | Deep Dive Analysis</p>
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</header>
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<!-- Insight Section -->
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<main class="space-y-8">
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<div class="bento-grid">
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<!-- 概念事件 -->
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<div class="bento-item bento-item-1 glass-card p-6">
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<h2 class="text-2xl font-bold mb-4 section-title"><span class="text-cyan-400">0.</span> 概念核心催化事件</h2>
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<div id="timeline-chart" class="w-full h-80"></div>
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</div>
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<!-- 核心观点 -->
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<div class="bento-item bento-item-2 glass-card p-6">
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<h2 class="text-2xl font-bold mb-4 section-title"><span class="text-cyan-400">1.</span> 核心观点摘要</h2>
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<p class="text-lg leading-relaxed text-gray-200">
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“福建国资”概念正处在从<strong class="text-cyan-300">政策驱动的主题炒作阶段</strong>向<strong class="text-purple-300">核心资产基本面驱动阶段</strong>过渡的关键时期。其核心驱动力源于福建省新一轮国企改革所带来的<strong class="text-amber-300">战略性重组</strong>与<strong class="text-lime-300">资源倾斜</strong>，当前最清晰、最具确定性的投资主线集中在<strong class="text-sky-300">新能源（海上风电）领域</strong>，该领域的政策壁垒和资产注入预期为相关省属平台提供了极高的增长确定性。未来，概念的深化将取决于国资在<strong class="text-fuchsia-300">工业整合</strong>和<strong class="text-rose-300">新兴产业（如算力）</strong>布局上的实质性进展。
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</p>
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</div>
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<!-- 核心逻辑与市场认知 -->
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<div class="bento-item bento-item-3 glass-card p-6">
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<h2 class="text-2xl font-bold mb-4 section-title"><span class="text-cyan-400">2.</span> 核心逻辑与市场认知分析</h2>
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<div class="space-y-4">
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<div>
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<h3 class="text-lg font-semibold text-cyan-400">核心驱动力</h3>
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<ul class="list-disc list-inside space-y-2 pl-2 text-gray-300">
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<li><strong class="font-medium text-white">政策顶层设计驱动：</strong>根本逻辑源自福建省“十五五”规划建议中明确的“新一轮国有企业改革专项行动”。这是自上而下的战略部署，旨在通过“战略性重组和专业化整合”提升国有资本在关键领域的控制力和竞争力。</li>
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<li><strong class="font-medium text-white">资源再分配与聚焦：</strong>改革的核心是资源的有差别配置。在海上风电领域，省属企业（福能股份、中闽能源）获得了无需竞配的“支配”额度（各1.2GW），构筑了强大的政策壁垒和护城河，是支撑其估值的最硬逻辑。</li>
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<li><strong class="font-medium text-white">资产证券化提速：</strong>无论是中闽能源大股东承诺注入资产，还是福建冶金被整合进省工控集团，都指向将优质国资资产装入上市公司平台，提升资产流动性和价值。</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 text-cyan-400">市场热度与情绪</h3>
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<p>市场热度呈现<strong class="text-white">脉冲式</strong>和<strong class="text-white">结构性</strong>特征。政策发布时板块集体活跃，带有主题交易色彩；但机构深度研究高度集中在福能股份和中闽能源，显示资金聚焦于逻辑最清晰的能源板块，整体情绪乐观。</p>
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</div>
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<div>
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<h3 class="text-lg font-semibold text-cyan-400">预期差分析</h3>
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<ul class="list-disc list-inside space-y-2 pl-2 text-gray-300">
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<li><strong class="font-medium text-white">确定性的低估：</strong>市场可能低估了福建省在新能源领域给予省属国企的排他性政策支持强度，其“支配形式”的资源授予近乎垄断，增长确定性远超市场化竞争行业。</li>
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<li><strong class="font-medium text-white">广度的忽视：</strong>市场焦点过度集中于能源，对新成立的省工业控股集团、省建设投资集团的未来运作模式和影响认知不足。国资在算力等新兴领域的布局可能快于市场预期。</li>
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<li><strong class="font-medium text-white">改革的复杂性：</strong>市场对国企改革往往抱有线性乐观预期，但实际整合过程（人事、债务、业务协同）的复杂性和时间周期可能被低估。</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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<!-- 关键催化剂 -->
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<div class="bento-item bento-item-4 glass-card p-6">
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<h2 class="text-2xl font-bold mb-4 section-title"><span class="text-cyan-400">3.</span> 关键催化剂与发展路径</h2>
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<div class="space-y-4">
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<div>
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<h3 class="text-lg font-semibold text-cyan-400">近期催化剂 (3-6个月)</h3>
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<ul class="list-decimal list-inside space-y-1 pl-2 text-gray-300">
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<li>能源项目（海风）正式核准公告。</li>
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<li>中闽能源资产注入的实质性公告启动。</li>
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<li>省国资委发布改革具体实施方案。</li>
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<li>省工控/建投集团公布产业整合规划。</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 text-cyan-400">长期发展路径</h3>
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<ul class="list-disc list-inside space-y-1 pl-2 text-gray-300">
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<li><strong class="text-white">阶段一 (当前):</strong> 政策驱动与平台搭建。</li>
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<li><strong class="text-white">阶段二 (1-3年):</strong> 资产整合与内部优化。</li>
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<li><strong class="text-white">阶段三 (3-5年):</strong> 产业升级与价值释放。</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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<!-- 潜在风险 -->
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<div class="bento-item bento-item-5 glass-card p-6">
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<h2 class="text-2xl font-bold mb-4 section-title"><span class="text-cyan-400">5.</span> 潜在风险与挑战</h2>
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<div class="space-y-4">
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<ul class="list-disc list-inside space-y-2 text-gray-300">
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<li><strong class="text-white">技术风险：</strong>海上风电项目建设受制于复杂海洋环境，存在延期或成本超支风险。</li>
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<li><strong class="text-white">商业化风险：</strong>盈利能力高度依赖上网电价，若标杆电价下调将冲击回报率。</li>
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<li><strong class="text-white">政策与竞争风险：</strong>若未来政策转向市场化竞争，或央企加大投资，现有格局可能被打破。改革进度不及预期。</li>
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<li><strong class="text-white">信息交叉验证风险：</strong>非能源领域（工控、建投集团）战略规划信息不透明，存在较高不确定性。</li>
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</ul>
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</div>
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</div>
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<!-- 产业链与核心公司 -->
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<div class="bento-item bento-item-6 glass-card p-6">
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<h2 class="text-2xl font-bold mb-4 section-title"><span class="text-cyan-400">4.</span> 产业链与核心公司深度剖析</h2>
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<div class="space-y-4">
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<h3 class="text-lg font-semibold text-cyan-400">核心玩家对比</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="border border-purple-500/30 p-4 rounded-xl">
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<h4 class="font-bold text-xl text-purple-300">中闽能源 (600163)</h4>
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<p class="text-sm font-semibold">【逻辑最纯粹的福建海风平台】</p>
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<p class="mt-2 text-gray-300">业务结构单一，业绩弹性完全取决于新能源装机增长。核心看点是<strong class="text-white">大股东资产注入的高确定性和巨大体量</strong>。风险在于对单一区域和能源形式依赖度高。</p>
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</div>
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<div class="border border-sky-500/30 p-4 rounded-xl">
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<h4 class="font-bold text-xl text-sky-300">福能股份 (600483)</h4>
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<p class="text-sm font-semibold">【“火电+海风”双轮驱动的综合能源平台】</p>
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<p class="mt-2 text-gray-300">业务更多元，火电提供稳定现金流。增长逻辑是<strong class="text-white">存量业务稳定+海风业务高增长</strong>。弹性可能不及中闽能源，但稳健性更强。</p>
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</div>
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<div class="border border-amber-500/30 p-4 rounded-xl md:col-span-2">
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<h4 class="font-bold text-xl text-amber-300">追赶者 & 潜力者</h4>
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<ul class="list-disc list-inside mt-2 space-y-1">
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<li><strong class="text-white">厦钨新能：</strong>并入省工控集团后，战略定位和资源获取能力有望提升。</li>
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<li><strong class="text-white">福建水泥：</strong>作为省建投集团体系成员，发展与福建基建投资强度挂钩。</li>
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<li><strong class="text-white">星网锐捷 / 锐捷网络：</strong>国资体系内稀缺科技龙头，是发力“数字福建”、布局算力的潜在抓手。</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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<!-- 综合结论 -->
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<div class="bento-item bento-item-7 glass-card p-6">
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<h2 class="text-2xl font-bold mb-4 section-title"><span class="text-cyan-400">6.</span> 综合结论与投资启示</h2>
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<div class="space-y-3">
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<p><strong class="text-white">最终看法：</strong>“福建国资”概念已进入由政策驱动、核心资产基本面逻辑强化的第二阶段。新能源板块基本面驱动特征尤为明显，增长路径清晰、确定性高。其他板块则仍处于主题投资和逻辑发酵阶段。</p>
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<p><strong class="text-white">最具投资价值的细分环节：</strong><strong class="text-cyan-300">新能源（海上风电）</strong>。逻辑最硬（资源垄断+政策壁垒），增长最确定（明确的装机规划和资产注入），信息最透明。</p>
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<p><strong class="text-white">需重点跟踪验证的关键指标：</strong></p>
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<ul class="list-disc list-inside pl-2 text-gray-300">
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<li>中闽/福能的资产注入公告、新增项目核准文件、季度发电量数据。</li>
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<li>省工控/建投集团旗下上市公司的关联交易及财报（毛利率、份额变化）。</li>
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<li>福建省在算力等新兴产业的具体财政补贴公告和受益企业名单。</li>
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</ul>
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</div>
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</div>
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</div>
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<!-- Supporting Data Section -->
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<div x-data="{ tab: 'news' }" class="glass-card rounded-3xl p-6">
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<div class="tabs tabs-boxed bg-black/30 w-fit">
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<a class="tab" :class="{'tab-active !bg-cyan-600 !text-white': tab === 'news'}" @click.prevent="tab = 'news'">新闻数据</a>
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<a class="tab" :class="{'tab-active !bg-cyan-600 !text-white': tab === 'roadshow'}" @click.prevent="tab = 'roadshow'">路演纪要</a>
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<a class="tab" :class="{'tab-active !bg-cyan-600 !text-white': tab === 'report'}" @click.prevent="tab = 'report'">研报精粹</a>
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</div>
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<div class="mt-6 space-y-4 text-gray-300">
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<!-- News Content -->
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<div x-show="tab === 'news'" x-transition>
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<h3 class="text-xl font-bold mb-4 text-cyan-400">福建国资相关新闻总结</h3>
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<div class="space-y-4 max-h-96 overflow-y-auto pr-2">
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<div class="p-4 border border-gray-700 rounded-lg">
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<p class="font-semibold text-white">宏观政策：福建“十五五”规划建议深化国资国企改革 (2025-11-28)</p>
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<p class="text-sm mt-1">明确提出实施新一轮国企改革专项行动，做强做优做大国有资本，加快省属国企战略性重组和专业化整合，强化在关键核心技术和战略性新兴产业领域的投入。</p>
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</div>
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<div class="p-4 border border-gray-700 rounded-lg">
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<p class="font-semibold text-white">国企重组：组建福建省工业控股集团 (2025-05-23)</p>
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<p class="text-sm mt-1">拟组建省工控集团作为省管企业，将福建省国资委持有的福建冶金80%股权注入，厦钨新能间接控股股东将变更。</p>
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</div>
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<div class="p-4 border border-gray-700 rounded-lg">
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<p class="font-semibold text-white">国企重组：福建省建设投资集团成立 (2024-08-13)</p>
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||
<p class="text-sm mt-1">在福建省国资委指导下，省建投集团正式完成工商登记，标志着省委省政府组建省建投集团的重大改革举措落地。</p>
|
||
</div>
|
||
<div class="p-4 border border-gray-700 rounded-lg">
|
||
<p class="font-semibold text-white">产业动向：福建国资委控股企业涉及算力产业 (2025-11-07)</p>
|
||
<p class="text-sm mt-1">福建将对购买算力企业给予最高50%补助，新闻直接点名福建国资委控股企业在国产算力芯片资源方面的战略布局。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Roadshow Content -->
|
||
<div x-show="tab === 'roadshow'" x-transition style="display: none;">
|
||
<h3 class="text-xl font-bold mb-4 text-cyan-400">核心路演信息精炼</h3>
|
||
<div class="space-y-4 max-h-96 overflow-y-auto pr-2">
|
||
<div class="p-4 border border-gray-700 rounded-lg">
|
||
<p class="font-semibold text-white">福建海风竞配：省属企业主导地位明确 (浙商电力能源, 2024-11-17)</p>
|
||
<ul class="list-disc list-inside mt-1 text-sm space-y-1">
|
||
<li>十四五规划近5GW海风，其中2.6GW通过<strong class="text-amber-300">“支配形式”定向分配给省属企业</strong>。</li>
|
||
<li>中闽能源和福能股份各获<strong class="text-white">1.2GW支配项目额度</strong>，无需参与竞配，政策倾斜明显。</li>
|
||
<li>中闽能源：大股东福建省能源集团承诺将多个海风及抽蓄项目<strong class="text-lime-300">无偿注入上市公司</strong>。</li>
|
||
<li>福能股份：增量聚焦热电联产、海风（长乐65.6万千瓦）和抽水蓄能。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="p-4 border border-gray-700 rounded-lg">
|
||
<p class="font-semibold text-white">央国企并购重组：福建成立专业化产业平台 (2025-06-05)</p>
|
||
<p class="text-sm mt-1">路演中明确提及，地方专业化产业平台兴起，以<strong class="text-white">福建（工业控股集团）</strong>为例，旨在解决同质化竞争，提升产业链协同效率。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Report Content -->
|
||
<div x-show="tab === 'report'" x-transition style="display: none;">
|
||
<h3 class="text-xl font-bold mb-4 text-cyan-400">关键研报信息汇总</h3>
|
||
<div class="space-y-4 max-h-96 overflow-y-auto pr-2">
|
||
<div class="p-4 border border-gray-700 rounded-lg">
|
||
<p class="font-semibold text-white">中闽能源研报 (多份, 2025-03 ~ 2025-08)</p>
|
||
<ul class="list-disc list-inside mt-1 text-sm space-y-1">
|
||
<li><strong class="text-white">国资背景：</strong>福建省投资开发集团绝对控股（64.14%），是福建省国资在海风领域的核心平台。</li>
|
||
<li><strong class="text-lime-300">资产注入承诺：</strong>控股股东承诺将旗下多个大型海风项目（霞浦A/B/C区等）和永泰抽水蓄能项目在合适时机注入上市公司。</li>
|
||
<li><strong class="text-sky-300">政策环境：</strong>受益于福建省丰富的风能资源、全额消纳政策和省发改委的重点项目支持，有望优先获取优质资源。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="p-4 border border-gray-700 rounded-lg">
|
||
<p class="font-semibold text-white">福建省高职教育质量报告 (2024-03-01)</p>
|
||
<p class="text-sm mt-1">报告明确提及省属国企<strong class="text-white">福建百宏石化有限公司</strong>参与泉州市石油化工产教联合体建设，体现了福建国资体系内产业资本与教育资源的协同。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 涨幅分析 -->
|
||
<div class="glass-card rounded-3xl p-6">
|
||
<h2 class="text-3xl font-bold mb-6 section-title text-cyan-300">涨幅异动深度解析</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="border border-lime-500/30 p-4 rounded-xl space-y-2">
|
||
<div class="flex justify-between items-center">
|
||
<h3 class="text-xl font-bold text-lime-300">南方路机 (603280)</h3>
|
||
<span class="badge badge-lg badge-success font-bold">+10.0% (2025-07-21)</span>
|
||
</div>
|
||
<p class="font-semibold text-white">核心结论: “设备更新+省级补贴+政府补助”三级催化共振，核心产品被政策直接点名，订单与利润预期同步上修，资金抢筹封板。</p>
|
||
<p class="text-sm"><strong class="text-gray-200">驱动概念:</strong> 设备更新 + 基建补贴 + 福建国资</p>
|
||
</div>
|
||
<div class="border border-amber-500/30 p-4 rounded-xl space-y-2">
|
||
<div class="flex justify-between items-center">
|
||
<h3 class="text-xl font-bold text-amber-300">日上集团 (002593)</h3>
|
||
<span class="badge badge-lg badge-warning font-bold">+9.95% (2025-11-14)</span>
|
||
</div>
|
||
<p class="font-semibold text-white">核心结论: “募投项目切换轻量化锻造铝轮+大额订单锁定+福建技改补贴落地”三重基本面拐点一次性兑现，机构资金抢筹。</p>
|
||
<p class="text-sm"><strong class="text-gray-200">驱动概念:</strong> 福建国资技改 + 轻量化汽车 + 海峡西岸</p>
|
||
</div>
|
||
<div class="border border-sky-500/30 p-4 rounded-xl space-y-2">
|
||
<div class="flex justify-between items-center">
|
||
<h3 class="text-xl font-bold text-sky-300">闽东电力 (000993)</h3>
|
||
<span class="badge badge-lg badge-info font-bold">+9.97% (2025-11-06)</span>
|
||
</div>
|
||
<p class="font-semibold text-white">核心结论: 因“宁德市成立新型电力系统专班”带来地方国资整合预期，叠加新获“海峡两岸”概念，两则可验证政策信息共振，触发涨停。</p>
|
||
<p class="text-sm"><strong class="text-gray-200">驱动概念:</strong> 海峡两岸 + 新型电力系统专班 + 福建国资</p>
|
||
</div>
|
||
<div class="border border-fuchsia-500/30 p-4 rounded-xl space-y-2">
|
||
<div class="flex justify-between items-center">
|
||
<h3 class="text-xl font-bold text-fuchsia-300">立达信 (605365)</h3>
|
||
<span class="badge badge-lg badge-secondary font-bold">+9.98% (2025-11-03)</span>
|
||
</div>
|
||
<p class="font-semibold text-white">核心结论: “国网福建1.26亿元KNX智能照明系统中标”落地，标志着自研协议打破外资垄断，打开省级电网改造复制空间，引发估值双升预期。</p>
|
||
<p class="text-sm"><strong class="text-gray-200">驱动概念:</strong> KNX智能照明 + 新型电力系统 + 福建国资本地股</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
|
||
<!-- Stock Table -->
|
||
<div class="glass-card rounded-3xl p-6">
|
||
<h2 class="text-3xl font-bold mb-6 section-title text-cyan-300">福建国资概念核心股票列表</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead class="text-base text-cyan-300">
|
||
<tr>
|
||
<th class="bg-transparent">股票名称</th>
|
||
<th class="bg-transparent">股票代码</th>
|
||
<th class="bg-transparent">所属地区</th>
|
||
<th class="bg-transparent">核心逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- 省级 -->
|
||
<tr class="hover:bg-cyan-900/50"><td class="font-bold">福能股份</td><td><a href="https://valuefrontier.cn/company?scode=600483" target="_blank" class="link link-hover">600483</a></td><td><div class="badge badge-primary">福建省</div></td><td>福建省属综合能源平台，"火电+海风"双轮驱动</td></tr>
|
||
<tr class="hover:bg-cyan-900/50"><td class="font-bold">中闽能源</td><td><a href="https://valuefrontier.cn/company?scode=600163" target="_blank" class="link link-hover">600163</a></td><td><div class="badge badge-primary">福建省</div></td><td>福建省属纯粹海风平台，集团资产注入预期强</td></tr>
|
||
<tr class="hover:bg-cyan-900/50"><td class="font-bold">厦门钨业</td><td><a href="https://valuefrontier.cn/company?scode=600549" target="_blank" class="link link-hover">600549</a></td><td><div class="badge badge-primary">福建省</div></td><td>省属钨钼和稀土龙头，省工控集团核心成员</td></tr>
|
||
<tr class="hover:bg-cyan-900/50"><td class="font-bold">厦钨新能</td><td><a href="https://valuefrontier.cn/company?scode=688778" target="_blank" class="link link-hover">688778</a></td><td><div class="badge badge-primary">福建省</div></td><td>厦钨旗下新能源材料平台，受益国资整合</td></tr>
|
||
<tr class="hover:bg-cyan-900/50"><td class="font-bold">福建水泥</td><td><a href="https://valuefrontier.cn/company?scode=600802" target="_blank" class="link link-hover">600802</a></td><td><div class="badge badge-primary">福建省</div></td><td>省建投集团旗下，受益福建基建投资</td></tr>
|
||
<tr class="hover:bg-cyan-900/50"><td>星网锐捷</td><td><a href="https://valuefrontier.cn/company?scode=002396" target="_blank" class="link link-hover">002396</a></td><td><div class="badge badge-primary">福建省</div></td><td>省属科技龙头，"数字福建"核心标的</td></tr>
|
||
<tr class="hover:bg-cyan-900/50"><td>锐捷网络</td><td><a href="https://valuefrontier.cn/company?scode=301165" target="_blank" class="link link-hover">301165</a></td><td><div class="badge badge-primary">福建省</div></td><td>星网锐捷子公司，网络设备领军企业</td></tr>
|
||
<tr class="hover:bg-cyan-900/50"><td>三钢闽光</td><td><a href="https://valuefrontier.cn/company?scode=002110" target="_blank" class="link link-hover">002110</a></td><td><div class="badge badge-primary">福建省</div></td><td>福建省最大钢铁企业</td></tr>
|
||
<tr class="hover:bg-cyan-900/50"><td>金龙汽车</td><td><a href="https://valuefrontier.cn/company?scode=600686" target="_blank" class="link link-hover">600686</a></td><td><div class="badge badge-primary">福建省</div></td><td>省属客车制造龙头</td></tr>
|
||
<tr class="hover:bg-cyan-900/50"><td>福建高速</td><td><a href="https://valuefrontier.cn/company?scode=600033" target="_blank" class="link link-hover">600033</a></td><td><div class="badge badge-primary">福建省</div></td><td>省属高速公路运营平台</td></tr>
|
||
<tr class="hover:bg-cyan-900/50"><td>中国武夷</td><td><a href="https://valuefrontier.cn/company?scode=000797" target="_blank" class="link link-hover">000797</a></td><td><div class="badge badge-primary">福建省</div></td><td>省属对外工程承包和房地产开发</td></tr>
|
||
<tr class="hover:bg-cyan-900/50"><td>兴业证券</td><td><a href="https://valuefrontier.cn/company?scode=601377" target="_blank" class="link link-hover">601377</a></td><td><div class="badge badge-primary">福建省</div></td><td>福建省属主要券商平台</td></tr>
|
||
<tr class="hover:bg-cyan-900/50"><td>招标股份</td><td><a href="https://valuefrontier.cn/company?scode=301136" target="_blank" class="link link-hover">301136</a></td><td><div class="badge badge-primary">福建省</div></td><td>工程咨询服务</td></tr>
|
||
<!-- 厦门市 -->
|
||
<tr class="hover:bg-cyan-900/50"><td class="font-bold">建发股份</td><td><a href="https://valuefrontier.cn/company?scode=600153" target="_blank" class="link link-hover">600153</a></td><td><div class="badge badge-secondary">厦门市</div></td><td>厦门国资委旗下，供应链运营和房地产</td></tr>
|
||
<tr class="hover:bg-cyan-900/50"><td class="font-bold">厦门国贸</td><td><a href="https://valuefrontier.cn/company?scode=600755" target="_blank" class="link link-hover">600755</a></td><td><div class="badge badge-secondary">厦门市</div></td><td>厦门国资委旗下，供应链管理、地产经营</td></tr>
|
||
<tr class="hover:bg-cyan-900/50"><td class="font-bold">厦门象屿</td><td><a href="https://valuefrontier.cn/company?scode=600057" target="_blank" class="link link-hover">600057</a></td><td><div class="badge badge-secondary">厦门市</div></td><td>厦门国资委旗下，大宗商品供应链</td></tr>
|
||
<tr class="hover:bg-cyan-900/50"><td>厦工股份</td><td><a href="https://valuefrontier.cn/company?scode=600815" target="_blank" class="link link-hover">600815</a></td><td><div class="badge badge-secondary">厦门市</div></td><td>厦门国资委旗下，工程机械制造</td></tr>
|
||
<tr class="hover:bg-cyan-900/50"><td>厦门空港</td><td><a href="https://valuefrontier.cn/company?scode=600897" target="_blank" class="link link-hover">600897</a></td><td><div class="badge badge-secondary">厦门市</div></td><td>厦门国资委旗下，机场运营</td></tr>
|
||
<tr class="hover:bg-cyan-900/50"><td>美凯龙</td><td><a href="https://valuefrontier.cn/company?scode=601828" target="_blank" class="link link-hover">601828</a></td><td><div class="badge badge-secondary">厦门市</div></td><td>建发股份控股，家居商场运营</td></tr>
|
||
<tr class="hover:bg-cyan-900/50"><td>路桥信息</td><td><a href="https://valuefrontier.cn/company?scode=920748" target="_blank" class="link link-hover">920748</a></td><td><div class="badge badge-secondary">厦门市</div></td><td>厦门国资，智慧交通</td></tr>
|
||
<!-- 其他地市 -->
|
||
<tr class="hover:bg-cyan-900/50"><td class="font-bold">片仔癀</td><td><a href="https://valuefrontier.cn/company?scode=600436" target="_blank" class="link link-hover">600436</a></td><td><div class="badge badge-accent">漳州市</div></td><td>漳州国资委旗下，中华老字号，核心中药资产</td></tr>
|
||
<tr class="hover:bg-cyan-900/50"><td>漳州发展</td><td><a href="https://valuefrontier.cn/company?scode=000753" target="_blank" class="link link-hover">000753</a></td><td><div class="badge badge-accent">漳州市</div></td><td>漳州国资委，公用事业和地产</td></tr>
|
||
<tr class="hover:bg-cyan-900/50"><td class="font-bold">紫金矿业</td><td><a href="https://valuefrontier.cn/company?scode=601899" target="_blank" class="link link-hover">601899</a></td><td><div class="badge" style="background-color: #DAA520; border-color: #DAA520;">龙岩市</div></td><td>龙岩国资委，国际化矿业巨头</td></tr>
|
||
<tr class="hover:bg-cyan-900/50"><td>龙净环保</td><td><a href="https://valuefrontier.cn/company?scode=600388" target="_blank" class="link link-hover">600388</a></td><td><div class="badge" style="background-color: #DAA520; border-color: #DAA520;">龙岩市</div></td><td>紫金矿业控股，大气污染治理龙头</td></tr>
|
||
<tr class="hover:bg-cyan-900/50"><td>福建金森</td><td><a href="https://valuefrontier.cn/company?scode=002679" target="_blank" class="link link-hover">002679</a></td><td><div class="badge badge-success">三明市</div></td><td>三明国资委，林业资源与碳汇</td></tr>
|
||
<tr class="hover:bg-cyan-900/50"><td>海峡环保</td><td><a href="https://valuefrontier.cn/company?scode=603817" target="_blank" class="link link-hover">603817</a></td><td><div class="badge badge-info">福州市</div></td><td>福州国资委，水务处理</td></tr>
|
||
<tr class="hover:bg-cyan-900/50"><td>青山纸业</td><td><a href="https://valuefrontier.cn/company?scode=600103" target="_blank" class="link link-hover">600103</a></td><td><div class="badge badge-primary">福建省</div></td><td>省轻纺控股，纸制品</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
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|
||
|
||
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<footer class="text-center py-6">
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<p class="text-xs text-gray-500">
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北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现。
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||
</p>
|
||
<p class="text-xs text-gray-600 mt-1">
|
||
本报告为AI合成数据，所有信息仅供参考，不构成任何投资建议，投资需谨慎。
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containLabel: true
|
||
},
|
||
xAxis: {
|
||
type: 'time',
|
||
axisLine: { lineStyle: { color: '#888' } },
|
||
axisLabel: { color: '#ccc' },
|
||
},
|
||
yAxis: {
|
||
type: 'value',
|
||
axisLine: { show: false },
|
||
axisTick: { show: false },
|
||
axisLabel: { show: false },
|
||
splitLine: { show: false },
|
||
},
|
||
visualMap: {
|
||
type: 'piecewise',
|
||
show: false,
|
||
dimension: 0,
|
||
seriesIndex: 0,
|
||
pieces: data.map((item, index) => ({
|
||
gt: index === 0 ? undefined : new Date(data[index-1][0]).getTime(),
|
||
lte: new Date(item[0]).getTime(),
|
||
color: item[2]
|
||
}))
|
||
},
|
||
series: [
|
||
{
|
||
type: 'line',
|
||
smooth: true,
|
||
symbol: 'circle',
|
||
symbolSize: 10,
|
||
itemStyle: {
|
||
shadowBlur: 10,
|
||
shadowColor: 'rgba(0, 255, 255, 0.5)'
|
||
},
|
||
data: data.map((item, index) => [item[0], index * 2 + 5, item[1]]),
|
||
label: {
|
||
show: true,
|
||
position: 'top',
|
||
formatter: '{@[2]}',
|
||
color: '#fff',
|
||
backgroundColor: 'rgba(0,0,0,0.3)',
|
||
padding: [4, 6],
|
||
borderRadius: 4
|
||
}
|
||
}
|
||
]
|
||
};
|
||
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |