554 lines
38 KiB
HTML
554 lines
38 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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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=1.0">
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<title>深度行研报告：银发经济</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&display=swap');
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body {
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font-family: 'Inter', sans-serif;
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background-color: #020010;
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background-image:
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radial-gradient(at 20% 20%, hsla(212, 100%, 50%, 0.1) 0px, transparent 50%),
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radial-gradient(at 80% 0%, hsla(280, 100%, 50%, 0.1) 0px, transparent 50%),
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color: #E0E0E0;
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background: rgba(20, 20, 40, 0.4);
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backdrop-filter: blur(12px);
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-webkit-backdrop-filter: blur(12px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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border-radius: 1.5rem;
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transition: all 0.3s ease;
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.bento-grid {
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display: grid;
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gap: 1.5rem;
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grid-template-columns: repeat(auto-fill, minmax(300px, 1fr));
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}
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.bento-grid-lg {
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display: grid;
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gap: 1.5rem;
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grid-template-columns: repeat(12, 1fr);
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grid-column: span 12;
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grid-column: span 8;
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grid-column: span 12;
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@media (min-width: 1024px) {
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grid-column: span 4;
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.bento-item-col-6 {
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grid-column: span 12;
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@media (min-width: 768px) {
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grid-column: span 6;
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grid-column: span 12;
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.accordion-item {
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background: rgba(25, 25, 55, 0.3);
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border: 1px solid rgba(255, 255, 255, 0.1);
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}
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</style>
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</head>
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<body class="min-h-screen p-4 sm:p-6 md: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 p-8 space-y-4">
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<h1 class="text-5xl md:text-7xl font-bold text-transparent bg-clip-text bg-gradient-to-r from-cyan-400 via-purple-400 to-pink-500 text-glow">
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银发经济
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</h1>
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<p class="text-xl text-slate-300">深度行研报告</p>
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<p class="text-xs text-slate-500 max-w-2xl mx-auto">
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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。本报告基于公开数据合成，观点仅供参考，不构成任何投资建议，投资需谨慎。
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</p>
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</header>
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<main class="space-y-12">
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<!-- Concept Insight Section -->
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<section class="glass-card p-6 md:p-8">
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<h2 class="text-3xl font-bold mb-6 text-cyan-300 text-glow">概念核心洞察 (Concept Insight)</h2>
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<div class="space-y-8">
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<!-- Core View Summary & Concept Events -->
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<div class="bento-grid-lg">
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<div class="bento-item-col-8 glass-card p-6 space-y-4">
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<h3 class="font-semibold text-xl text-purple-300">核心观点摘要</h3>
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<p class="text-slate-300">银发经济是基于人口结构不可逆趋势的<strong class="text-cyan-300">确定性长期主题</strong>，在顶层设计的强力驱动下，正从政策导入期迈向产业加速发展的<strong class="text-cyan-300">黄金“窗口期”</strong>。其核心驱动力源于“内生需求升级”与“外部政策赋能”的双重共振。当前市场认知尚处于宏大叙事阶段，但真正的投资机会在于那些能<strong class="text-purple-300">解决支付痛点、提供高品质供给、并采用轻资产模式</strong>的细分赛道龙头。</p>
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</div>
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<div class="bento-item-col-4 glass-card p-6">
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<h3 class="font-semibold text-xl text-purple-300">核心催化事件</h3>
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<ul class="list-disc list-inside space-y-2 text-slate-400">
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<li><strong class="text-slate-200">2023.12:</strong> 中央经济工作会议将其列为年度经济工作重点。</li>
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<li><strong class="text-slate-200">2024.01:</strong> 国务院发布首份以“银发经济”命名的专项政策文件。</li>
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<li><strong class="text-slate-200">2024至今:</strong> 各部委及地方政府密集跟进，产业规划与金融支持政策频出。</li>
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</ul>
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</div>
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</div>
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<!-- Market Size Chart -->
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<div class="glass-card p-6">
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<h3 class="font-semibold text-xl text-purple-300 mb-4">市场规模预测</h3>
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<div id="market-size-chart" style="width: 100%; height: 400px;"></div>
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</div>
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<!-- Core Logic & Expectation Gap -->
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<div class="glass-card p-6 space-y-6">
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<h3 class="font-semibold text-xl text-purple-300">核心逻辑与市场认知分析</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h4 class="font-medium text-lg text-cyan-400 mb-2">双轮驱动力</h4>
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<ul class="space-y-3 text-slate-300">
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<li><strong>人口结构的必然性 (内生需求):</strong> 2035年60岁以上人口将破4亿。新一代老年人（60/70后）财富积累更丰厚、消费观念更开放，追求“品质型、享受型”晚年生活，需求多元化。</li>
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<li><strong>国家战略的推动力 (外部赋能):</strong> 已被确立为扩大内需、培育新质生产力的重要抓手。政策红利带来资源倾斜，包括千亿级专项再贷款、引导社会资本进入、支持企业上市等。</li>
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</ul>
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</div>
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<div>
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<h4 class="font-medium text-lg text-pink-400 mb-2">三大预期差分析</h4>
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<ul class="space-y-3 text-slate-300">
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<li><strong>认知偏差:</strong> 从“泛泛而谈”到“精准聚焦”。核心在于解决<strong class="text-pink-300">特定痛点</strong>（康复器械、慢病管理），而非普适性消费。</li>
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<li><strong>模式偏差:</strong> 从“重资产”到“轻资产”。市场可能高估养老地产等重资产模式，而<strong class="text-pink-300">低估了医疗科技、智能服务平台等轻资产模式</strong>的增长潜力。</li>
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<li><strong>支付能力偏差:</strong> 从“老年人没钱”到“支付体系创新”。关键催化剂是<strong class="text-pink-300">长期护理保险（长护险）</strong>的推广，目前使用率仅0.73%，是最大的潜在预期差。</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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<!-- Industry Chain & Key Companies -->
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<div class="glass-card p-6">
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<h3 class="font-semibold text-xl text-purple-300 mb-6">产业链与核心公司剖析</h3>
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<div class="bento-grid-lg">
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<div class="bento-item-col-4 space-y-4 p-4 border border-slate-700 rounded-2xl">
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<h4 class="font-medium text-lg text-cyan-400 text-center">上游：原料与技术</h4>
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<p class="text-sm text-center text-slate-400">医疗原材料、电子元器件、生物技术（抗衰老）、AI算法、物联网技术</p>
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</div>
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<div class="bento-item-col-4 space-y-4 p-4 border border-cyan-400 rounded-2xl">
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<h4 class="font-medium text-lg text-cyan-300 text-center">中游：产品制造与服务供给</h4>
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<p class="text-sm text-center text-slate-400">医疗健康产品、适老用品、生活健康服务、养老金融、养老地产</p>
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</div>
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<div class="bento-item-col-4 space-y-4 p-4 border border-slate-700 rounded-2xl">
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<h4 class="font-medium text-lg text-cyan-400 text-center">下游：销售与支付</h4>
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<p class="text-sm text-center text-slate-400">电商平台、专卖店、医院、养老机构、政府集采、医保与长护险</p>
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</div>
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<div class="bento-item-col-12 mt-4">
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<h4 class="font-medium text-lg text-cyan-400 mb-2">核心玩家对比</h4>
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<div class="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-4 gap-4">
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<div class="p-4 bg-slate-800/50 rounded-lg"><strong>医疗器械龙头 (逻辑最纯粹):</strong><br><span class="text-sm text-slate-300">鱼跃医疗(002223), 可孚医疗(301087)。受益于健康刚需，品牌渠道成熟。</span></div>
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<div class="p-4 bg-slate-800/50 rounded-lg"><strong>消费医疗细分龙头 (高成长性):</strong><br><span class="text-sm text-slate-300">可靠股份, 豪悦护理(605009)。成人失禁用品市场渗透率低，空间巨大。</span></div>
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<div class="p-4 bg-slate-800/50 rounded-lg"><strong>中药与慢病管理 (存量优势):</strong><br><span class="text-sm text-slate-300">昆药集团, 华润三九。核心产品与老年慢性病高度相关。</span></div>
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<div class="p-4 bg-slate-800/50 rounded-lg"><strong>养老服务平台 (模式创新):</strong><br><span class="text-sm text-slate-300">国脉科技(002093)。探索轻资产、平台化服务商业模式。</span></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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<!-- Catalysts, Path, Risks & Conclusion -->
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<div class="bento-grid-lg">
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<div class="bento-item-col-6 glass-card p-6 space-y-4">
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<h3 class="font-semibold text-xl text-purple-300">关键催化剂与未来发展路径</h3>
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<h4 class="font-medium text-lg text-cyan-400">近期催化剂 (3-6个月)</h4>
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<ul class="list-disc list-inside text-slate-300">
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<li><strong>长护险</strong>试点扩大或全国推广政策。</li>
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<li>首批<strong>国家级银发经济产业园区</strong>挂牌。</li>
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<li>智慧健康养老产品目录更新与<strong>财政补贴</strong>落地。</li>
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<li>首批<strong>养老设施REITs</strong>成功发行。</li>
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</ul>
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<h4 class="font-medium text-lg text-cyan-400 mt-4">长期发展路径</h4>
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<ol class="list-decimal list-inside space-y-1 text-slate-400">
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<li><strong>当前-2027年 (基础建设期):</strong> 政策密集落地，老年用品、康复辅具为主要机会。</li>
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<li><strong>2028-2035年 (融合发展期):</strong> 医养康养结合、智慧养老服务、养老金融等业态爆发。</li>
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<li><strong>2035年后 (科技引领期):</strong> 抗衰老技术、AI医疗、养老机器人等前沿科技应用成为增长点。</li>
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</ol>
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</div>
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<div class="bento-item-col-6 glass-card p-6 space-y-4">
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<h3 class="font-semibold text-xl text-purple-300">潜在风险与综合结论</h3>
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<h4 class="font-medium text-lg text-pink-400">核心风险</h4>
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<ul class="list-disc list-inside text-slate-300">
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<li><strong>商业化风险 (核心):</strong> 支付能力不足是最大挑战，长护险制度不完善制约需求释放。</li>
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<li><strong>政策风险:</strong> 政策落地速度和力度不及预期。</li>
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<li><strong>竞争风险:</strong> 资本涌入可能导致低端产品同质化竞争。</li>
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</ul>
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<h4 class="font-medium text-lg text-cyan-400 mt-4">投资启示</h4>
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<p class="text-slate-300">银发经济已进入由基本面和政策面双轮驱动的长期景气周期。最具投资价值的细分环节包括：</p>
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<ol class="list-decimal list-inside space-y-1 text-slate-400">
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<li>轻资产、高科技的<strong>医疗健康产品</strong>。</li>
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<li>解决支付问题的<strong>养老金融</strong>（特别是长护险）。</li>
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<li>具备技术壁垒的<strong>智慧养老平台型企业</strong>。</li>
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</ol>
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</div>
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</div>
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</div>
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</section>
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<!-- Supporting Data Section -->
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<section x-data="{ openTab: 1 }" class="glass-card p-6 md:p-8">
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<h2 class="text-3xl font-bold mb-6 text-cyan-300 text-glow">多维数据支撑</h2>
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<div class="tabs tabs-bordered mb-6">
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<a class="tab tab-lg" :class="{'tab-active text-purple-400': openTab === 1}" @click="openTab = 1">宏观政策与新闻动态</a>
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<a class="tab tab-lg" :class="{'tab-active text-purple-400': openTab === 2}" @click="openTab = 2">市场前沿与路演纪要</a>
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<a class="tab tab-lg" :class="{'tab-active text-purple-400': openTab === 3}" @click="openTab = 3">深度研究与报告精粹</a>
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</div>
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<div x-show="openTab === 1" class="space-y-6">
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<div class="bento-grid-lg">
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<div class="bento-item-col-4 space-y-4 p-4 glass-card">
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<h4 class="font-semibold text-lg text-cyan-400">国家层面定位</h4>
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<blockquote class="border-l-4 border-cyan-500 pl-4 text-slate-300">
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"发展银发经济，既是我们主动适应人口形势变化、探索具有中国特色的人口老龄化应对道路的战略之举，也是培育经济发展新动能、提高人民生活品质的长远之策。" - 人民日报
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</blockquote>
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</div>
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<div class="bento-item-col-4 space-y-4 p-4 glass-card">
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<h4 class="font-semibold text-lg text-cyan-400">发展窗口期</h4>
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<p class="text-slate-300">民政部副部长唐承沛表示，从现在到2035年之前的10年左右时间，是我国积极应对人口老龄化的重要“窗口期”。形成了新的“银发人才红利”。</p>
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</div>
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<div class="bento-item-col-4 space-y-4 p-4 glass-card">
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<h4 class="font-semibold text-lg text-cyan-400">地方规划</h4>
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<p class="text-slate-300">广东、江苏、上海、浙江等经济强省发布地方性发展规划，抢占产业高地，规划建设产业园区和特色集群，力图抢占发展高地。</p>
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</div>
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<div class="bento-item-col-12 glass-card p-6">
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<h4 class="font-semibold text-lg text-cyan-400 mb-4">税收数据反映的快速发展 (2025 H1 YoY)</h4>
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<div id="tax-data-chart" style="width: 100%; height: 400px;"></div>
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</div>
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</div>
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</div>
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<div x-show="openTab === 2" class="space-y-4" style="display: none;">
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<div x-data="{ expanded: false }" class="collapse accordion-item">
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<div class="collapse-title text-xl font-medium" @click="expanded = !expanded">海外经验借鉴 (国信证券 & 平安证券)</div>
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<div x-show="expanded" class="collapse-content">
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<ul class="list-disc list-inside space-y-2 text-slate-300">
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<li><strong>日本经验:</strong> 制度化保障（如介护保险）+ 智能化产品 + 多元化服务模式是可持续发展的关键。介护保险制度极大解决支付能力问题，服务使用率从8.8%提升至16.78%。</li>
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<li><strong>中国现状与差距:</strong> 我国长护险试点使用率仅0.73%，保障与服务单一。老年用品品类少（中国2000种 vs 日本4万种）。</li>
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<li><strong>投资启示:</strong> 短期关注医药器械、轻资产消费扩容；长期规避重资产陷阱（养老地产），布局医疗科技、养老服务商。中国在科技适老化进程上有“弯道超车”可能。</li>
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</ul>
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</div>
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</div>
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||
<div x-data="{ expanded: false }" class="collapse accordion-item">
|
||
<div class="collapse-title text-xl font-medium" @click="expanded = !expanded">产业赛道聚焦 (上海证券 & 九华旅游路演)</div>
|
||
<div x-show="expanded" class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-slate-300">
|
||
<li><strong>医药器械:</strong> 国务院聚焦康复器械、抗衰老技术、智慧养老三大方向。康复护理设备渗透率不足10%，增长空间显著。</li>
|
||
<li><strong>文旅消费:</strong> 健康老年人推动旅居需求，错峰、长周期成趋势。祥源文旅、九华旅游等景区运营商受益。</li>
|
||
<li><strong>适老产品:</strong> 成人失禁用品市场规模60-70亿，渗透率低但长期空间大。可靠股份等先行品牌受益。政策（医保/长护险补贴）是关键催化剂。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div x-data="{ expanded: false }" class="collapse accordion-item">
|
||
<div class="collapse-title text-xl font-medium" @click="expanded = !expanded">创新模式探讨 (光大证券 & 中信建投)</div>
|
||
<div x-show="expanded" class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-slate-300">
|
||
<li><strong>"9073"养老格局与物业机会:</strong> 在90%居家养老，7%社区养老，3%机构养老的格局下，物业公司在居家和社区养老服务中具备成本、场地、信息优势。</li>
|
||
<li><strong>养老金融与数智康养:</strong> 延迟退休背景下，养老金融需求凸显。数智康养平台（类似美团/滴滴模式）覆盖居家养老、医疗陪诊等需求，是重要发展方向。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div x-show="openTab === 3" class="space-y-4" style="display: none;">
|
||
<div class="bento-grid-lg">
|
||
<div class="bento-item-col-6 space-y-4 p-4 glass-card">
|
||
<h4 class="font-semibold text-lg text-cyan-400">产业分类与投资机会 (四象限分析)</h4>
|
||
<ul class="list-disc list-inside space-y-2 text-slate-300">
|
||
<li><strong>盈利且政策强支持:</strong> 老年用品创新、智慧健康养老、老年旅游。</li>
|
||
<li><strong>盈利但政策支持弱:</strong> 康复辅助器具、抗衰老、养老金融、适老化改造。</li>
|
||
<li><strong>非盈利但政策强支持:</strong> 助餐、照护等民生事业。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bento-item-col-6 space-y-4 p-4 glass-card">
|
||
<h4 class="font-semibold text-lg text-pink-400">发展中的问题与挑战</h4>
|
||
<ul class="list-disc list-inside space-y-2 text-slate-300">
|
||
<li><strong>制度待完善:</strong> 长期护理保险制度、医疗保障制度滞后。</li>
|
||
<li><strong>供需矛盾:</strong> 支付能力不足与服务成本过高并存。</li>
|
||
<li><strong>创新不足:</strong> 产品、服务、商业模式创新不足，产业链整合度不高。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data Section -->
|
||
<section class="glass-card p-6 md:p-8">
|
||
<h2 class="text-3xl font-bold mb-6 text-cyan-300 text-glow">相关标的梳理</h2>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead class="text-base text-purple-300">
|
||
<tr>
|
||
<th>分类</th>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- 养老服务 -->
|
||
<tr><td rowspan="11" class="font-bold align-top pt-4">养老服务</td><td>悦心健康</td><td><a href="https://valuefrontier.cn/company?scode=002162" target="_blank" class="link link-hover">002162</a></td><td>养老院</td></tr>
|
||
<tr><td>交大昂立</td><td><a href="https://valuefrontier.cn/company?scode=600530" target="_blank" class="link link-hover">600530</a></td><td>养老院、保健品</td></tr>
|
||
<tr><td>双箭股份</td><td><a href="https://valuefrontier.cn/company?scode=002381" target="_blank" class="link link-hover">002381</a></td><td>养老院</td></tr>
|
||
<tr><td>澳洋健康</td><td><a href="https://valuefrontier.cn/company?scode=002172" target="_blank" class="link link-hover">002172</a></td><td>养老院</td></tr>
|
||
<tr><td>湖南发展</td><td><a href="https://valuefrontier.cn/company?scode=000722" target="_blank" class="link link-hover">000722</a></td><td>养老院</td></tr>
|
||
<tr><td>延华智能</td><td><a href="https://valuefrontier.cn/company?scode=002178" target="_blank" class="link link-hover">002178</a></td><td>养老平台</td></tr>
|
||
<tr><td>亚华电子</td><td><a href="https://valuefrontier.cn/company?scode=301337" target="_blank" class="link link-hover">301337</a></td><td>养老平台</td></tr>
|
||
<tr><td>豪悦护理</td><td><a href="https://valuefrontier.cn/company?scode=605009" target="_blank" class="link link-hover">605009</a></td><td>护理设备</td></tr>
|
||
<tr><td>匠心家居</td><td><a href="https://valuefrontier.cn/company?scode=301061" target="_blank" class="link link-hover">301061</a></td><td>护理设备、康复工具</td></tr>
|
||
<tr><td>豪江智能</td><td><a href="https://valuefrontier.cn/company?scode=301320" target="_blank" class="link link-hover">301320</a></td><td>护理设备、康复工具</td></tr>
|
||
<tr><td>融捷健康</td><td><a href="https://valuefrontier.cn/company?scode=300247" target="_blank" class="link link-hover">300247</a></td><td>护理设备、康复工具</td></tr>
|
||
|
||
<!-- 养老地产 -->
|
||
<tr><td rowspan="3" class="font-bold align-top pt-4">养老地产</td><td>凤凰股份</td><td><a href="https://valuefrontier.cn/company?scode=600716" target="_blank" class="link link-hover">600716</a></td><td>养老地产</td></tr>
|
||
<tr><td>新华锦</td><td>-</td><td>养老地产</td></tr>
|
||
<tr><td>天茂集团</td><td>-</td><td>养老地产</td></tr>
|
||
|
||
<!-- 医疗医药 -->
|
||
<tr><td rowspan="24" class="font-bold align-top pt-4">医疗医药</td><td>鱼跃医疗</td><td><a href="https://valuefrontier.cn/company?scode=002223" target="_blank" class="link link-hover">002223</a></td><td>医疗器械</td></tr>
|
||
<tr><td>九安医疗</td><td><a href="https://valuefrontier.cn/company?scode=002432" target="_blank" class="link link-hover">002432</a></td><td>医疗器械、智能手表</td></tr>
|
||
<tr><td>稳健医疗</td><td><a href="https://valuefrontier.cn/company?scode=300888" target="_blank" class="link link-hover">300888</a></td><td>医疗器械</td></tr>
|
||
<tr><td>可孚医疗</td><td><a href="https://valuefrontier.cn/company?scode=301087" target="_blank" class="link link-hover">301087</a></td><td>医疗器械、助听器</td></tr>
|
||
<tr><td>海南海药</td><td><a href="https://valuefrontier.cn/company?scode=000566" target="_blank" class="link link-hover">000566</a></td><td>助听器</td></tr>
|
||
<tr><td>漫步者</td><td><a href="https://valuefrontier.cn/company?scode=002351" target="_blank" class="link link-hover">002351</a></td><td>助听器</td></tr>
|
||
<tr><td>科大讯飞</td><td><a href="https://valuefrontier.cn/company?scode=002230" target="_blank" class="link link-hover">002230</a></td><td>助听器</td></tr>
|
||
<tr><td>天键股份</td><td><a href="https://valuefrontier.cn/company?scode=301383" target="_blank" class="link link-hover">301383</a></td><td>助听器</td></tr>
|
||
<tr><td>信隆健康</td><td><a href="https://valuefrontier.cn/company?scode=002105" target="_blank" class="link link-hover">002105</a></td><td>康复工具、护理设备</td></tr>
|
||
<tr><td>奥佳华</td><td><a href="https://valuefrontier.cn/company?scode=002614" target="_blank" class="link link-hover">002614</a></td><td>康复工具</td></tr>
|
||
<tr><td>诚益通</td><td><a href="https://valuefrontier.cn/company?scode=300430" target="_blank" class="link link-hover">300430</a></td><td>康复工具</td></tr>
|
||
<tr><td>捷昌驱动</td><td><a href="https://valuefrontier.cn/company?scode=603583" target="_blank" class="link link-hover">603583</a></td><td>康复工具</td></tr>
|
||
<tr><td>伟思医疗</td><td><a href="https://valuefrontier.cn/company?scode=688580" target="_blank" class="link link-hover">688580</a></td><td>康复工具</td></tr>
|
||
<tr><td>翔宇医疗</td><td><a href="https://valuefrontier.cn/company?scode=688626" target="_blank" class="link link-hover">688626</a></td><td>康复工具</td></tr>
|
||
<tr><td>乐心医疗</td><td><a href="https://valuefrontier.cn/company?scode=300562" target="_blank" class="link link-hover">300562</a></td><td>智能手表</td></tr>
|
||
<tr><td>汤臣倍健</td><td><a href="https://valuefrontier.cn/company?scode=300146" target="_blank" class="link link-hover">300146</a></td><td>保健品</td></tr>
|
||
<tr><td>东阿阿胶</td><td><a href="https://valuefrontier.cn/company?scode=000423" target="_blank" class="link link-hover">000423</a></td><td>保健品</td></tr>
|
||
<tr><td>仙乐健康</td><td><a href="https://valuefrontier.cn/company?scode=300791" target="_blank" class="link link-hover">300791</a></td><td>保健品</td></tr>
|
||
<tr><td>百合股份</td><td><a href="https://valuefrontier.cn/company?scode=603102" target="_blank" class="link link-hover">603102</a></td><td>保健品</td></tr>
|
||
<tr><td>同仁堂</td><td><a href="https://valuefrontier.cn/company?scode=600085" target="_blank" class="link link-hover">600085</a></td><td>保健品</td></tr>
|
||
<tr><td>新诺威</td><td><a href="https://valuefrontier.cn/company?scode=300765" target="_blank" class="link link-hover">300765</a></td><td>保健品</td></tr>
|
||
<tr><td>麒盛科技</td><td><a href="https://valuefrontier.cn/company?scode=603610" target="_blank" class="link link-hover">603610</a></td><td>智慧健康养老（智能电动床）</td></tr>
|
||
<tr><td>新大正</td><td><a href="https://valuefrontier.cn/company?scode=002968" target="_blank" class="link link-hover">002968</a></td><td>物业+医养结合</td></tr>
|
||
<tr><td>美年健康</td><td><a href="https://valuefrontier.cn/company?scode=002044" target="_blank" class="link link-hover">002044</a></td><td>预防性健康体检</td></tr>
|
||
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div x-data="{ expanded: false }" class="mt-8">
|
||
<button @click="expanded = !expanded" class="btn btn-outline btn-accent w-full">
|
||
<span x-show="!expanded">展开涨幅异动分析</span>
|
||
<span x-show="expanded">收起涨幅异动分析</span>
|
||
</button>
|
||
<div x-show="expanded" x-collapse class="mt-4 overflow-x-auto">
|
||
<table class="table table-compact w-full">
|
||
<thead class="text-sm text-purple-300">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>涨跌幅</th>
|
||
<th>日期</th>
|
||
<th>异动原因分析</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>新大正 (002968)</td><td class="text-error font-bold">+9.99%</td><td>2025-09-11</td><td>国务院发布《关于加快发展银发经济...意见》并首提1000亿元普惠养老专项再贷款，公司作为A股物业板块“医养在管面积占比最高+市值最小”标的，被资金选为政策映射龙头。</td></tr>
|
||
<tr><td>国脉科技 (002093)</td><td class="text-error font-bold">+9.97%</td><td>2025-07-03</td><td>与福建省民政厅联合发布“AI智慧养老示范社区”方案，签订3.2亿元框架采购协议，叠加业绩高增与6G概念共振。</td></tr>
|
||
<tr><td>美年健康 (002044)</td><td class="text-error font-bold">+6.30%</td><td>2025-10-30</td><td>国家金融监管总局发文明确引导长期资金支持“健康产业”和“银发经济”，公司作为预防性健康体检龙头，被市场视为核心受益标的。</td></tr>
|
||
<tr><td>通策医疗 (600763)</td><td class="text-error font-bold">+5.00%</td><td>2025-11-10</td><td>板块性情绪驱动，市场对“AI+医疗”和“银发经济”主题投资机会全面爆发，公司作为口腔医疗龙头受益于板块热度传导。</td></tr>
|
||
<tr><td>麒盛科技 (603610)</td><td class="text-error font-bold">+10.00%</td><td>2025-09-29</td><td>产品首进《智慧健康养老产品推广目录》可获10%财政补贴，叠加美国反倾销税率骤降及三季报超预期，三重实质利好共振。</td></tr>
|
||
<tr><td>三峡旅游 (002627)</td><td class="text-error font-bold">+6.47%</td><td>2025-09-01</td><td>被视为银发经济稀缺标的，游轮业务高增长，受益于银发客群稳定支撑；叠加国庆旺季、交通改善等行业催化。</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
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|
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|
||
data: [30.4, 18, 32.2], // 社区养老, 居家养老, 助行助听
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 1, 0, [
|
||
{ offset: 0, color: '#61a0a8' },
|
||
{ offset: 0.7, color: '#2f4554' },
|
||
{ offset: 1, color: '#2f4554' }
|
||
])
|
||
},
|
||
}
|
||
]
|
||
};
|
||
taxDataChart.setOption(taxDataOption);
|
||
|
||
window.addEventListener('resize', function() {
|
||
marketSizeChart.resize();
|
||
taxDataChart.resize();
|
||
});
|
||
});
|
||
</script>
|
||
|
||
</body>
|
||
</html> |