618 lines
37 KiB
HTML
618 lines
37 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 | AI制药</title>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.2/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.tailwindcss.com"></script>
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Sora:wght@300;400;600;700&display=swap');
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body {
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font-family: 'Sora', sans-serif;
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background-color: #05050A;
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color: #E0E0E0;
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overflow-x: hidden;
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}
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.glass-card {
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background: rgba(20, 20, 40, 0.4);
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backdrop-filter: blur(20px);
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-webkit-backdrop-filter: blur(20px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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border-radius: 1.5rem; /* 24px */
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transition: all 0.3s ease;
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}
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.glass-card:hover {
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background: rgba(30, 30, 50, 0.6);
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border-color: rgba(255, 255, 255, 0.2);
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transform: translateY(-5px);
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box-shadow: 0 10px 30px rgba(0, 0, 0, 0.2);
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}
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.glow-text {
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text-shadow: 0 0 8px rgba(100, 200, 255, 0.7), 0 0 16px rgba(100, 200, 255, 0.5);
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}
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.section-title {
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font-size: 2rem;
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font-weight: 600;
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letter-spacing: 0.05em;
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background: linear-gradient(90deg, #88d3ff, #e4b7ff);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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padding-bottom: 0.5rem;
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border-bottom: 1px solid rgba(255, 255, 255, 0.2);
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margin-bottom: 2rem;
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}
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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(12, 1fr);
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}
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.bento-item {
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grid-column: span 12;
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}
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@media (min-width: 768px) {
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.bento-item-span-4 { grid-column: span 4; }
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.bento-item-span-6 { grid-column: span 6; }
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.bento-item-span-8 { grid-column: span 8; }
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.bento-item-span-12 { grid-column: span 12; }
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}
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.highlight {
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color: #93c5fd;
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}
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.tag {
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background-color: rgba(147, 197, 253, 0.1);
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color: #93c5fd;
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padding: 0.25rem 0.75rem;
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border-radius: 9999px;
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font-size: 0.8rem;
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font-weight: 600;
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border: 1px solid rgba(147, 197, 253, 0.2);
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}
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.disclaimer {
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background: rgba(10, 10, 20, 0.8);
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border-top: 1px solid rgba(255, 255, 255, 0.1);
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}
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.bg-glow-container {
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position: absolute;
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top: 0;
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left: 0;
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width: 100%;
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height: 100%;
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overflow: hidden;
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z-index: -1;
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}
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.bg-glow-1 {
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position: absolute;
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top: -20%;
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left: -15%;
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width: 50vw;
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height: 50vw;
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background: radial-gradient(circle, rgba(66, 7, 255, 0.15) 0%, rgba(66, 7, 255, 0) 70%);
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border-radius: 50%;
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}
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.bg-glow-2 {
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position: absolute;
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bottom: -30%;
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right: -20%;
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width: 60vw;
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height: 60vw;
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background: radial-gradient(circle, rgba(0, 225, 255, 0.1) 0%, rgba(0, 225, 255, 0) 70%);
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border-radius: 50%;
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}
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</style>
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</head>
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<body class="min-h-screen relative">
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<div class="bg-glow-container">
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<div class="bg-glow-1"></div>
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<div class="bg-glow-2"></div>
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</div>
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<div class="disclaimer text-center text-xs p-2 text-gray-400 sticky top-0 z-50">
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<p>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，本报告为AI合成数据，投资需谨慎。</p>
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</div>
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<div class="container mx-auto p-4 md:p-8 lg:p-12">
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<!-- Header -->
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<header class="text-center my-12">
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<h1 class="text-4xl md:text-6xl font-bold glow-text mb-4">深度行研：AI制药</h1>
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<p class="text-lg text-gray-300 max-w-3xl mx-auto">
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算法与算力双轮驱动，AI正从底层重塑药物研发范式，行业正从“概念验证”迈向“规模产出”的关键拐点。
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</p>
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</header>
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<!-- Key Events Timeline -->
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<section class="mb-16">
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<h2 class="section-title">关键发展里程碑</h2>
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<div id="timeline-chart" class="w-full h-64 md:h-80 glass-card p-4"></div>
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</section>
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<!-- Core Thesis -->
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<section class="mb-16">
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<h2 class="section-title">核心观点摘要</h2>
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<div class="glass-card p-8 text-gray-200">
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<p class="text-lg leading-relaxed">
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AI制药正处在从<span class="highlight font-semibold">技术验证期</span>向<span class="highlight font-semibold">商业化快速扩张期</span>过渡的关键拐点。其核心驱动力源于传统制药行业<span class="highlight">降本增效的迫切需求</span>与AI算法、算力及高质量数据积累的<span class="highlight">技术供给侧突破</span>。未来，该赛道潜力巨大，但短期内价值实现将主要由<span class="highlight">管线临床进展</span>和<span class="highlight">大型商业拓展（BD）订单</span>驱动，行业整体呈现出较强的 <span class="highlight">Beta 属性</span>，即阶段性成果将引爆整个板块。
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</p>
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</div>
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</section>
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<!-- Detailed Analysis -->
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<section class="mb-16">
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<h2 class="section-title">逻辑与市场认知分析</h2>
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<div class="grid grid-cols-1 lg:grid-cols-3 gap-6">
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<!-- Core Drivers -->
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<div class="glass-card p-6 lg:col-span-1">
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<h3 class="text-xl font-semibold text-white mb-4 flex items-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-2 text-blue-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 10V3L4 14h7v7l9-11h-7z" /></svg>
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核心驱动力
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</h3>
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<ul class="space-y-3 text-gray-300 text-sm">
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<li><strong class="text-blue-300">需求侧：</strong>颠覆传统研发范式，解决周期长、成本高(>20亿美元)、成功率低(<8%)的痛点。</li>
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<li><strong class="text-blue-300">供给侧：</strong>技术奇点来临，AlphaFold解决基础科学难题，生成式AI日趋成熟。</li>
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<li><strong class="text-blue-300">政策端：</strong>国家战略加持，写入《“十四五”医药工业发展规划》等顶层设计。</li>
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</ul>
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</div>
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<!-- Market Hotness -->
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<div class="glass-card p-6 lg:col-span-1">
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<h3 class="text-xl font-semibold text-white mb-4 flex items-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-2 text-purple-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 7h8m0 0v8m0-8l-8 8-4-4-6 6" /></svg>
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市场热度与情绪
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</h3>
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<p class="text-gray-300 text-sm mb-3">市场热度极高，情绪整体高度乐观，体现在：</p>
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<ul class="space-y-3 text-gray-300 text-sm">
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<li><strong class="text-purple-300">新闻层面：</strong>礼来、阿斯利康等数十亿美元级合作订单极大提振市场信心。</li>
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<li><strong class="text-purple-300">研报层面：</strong>券商密集发布研报，普遍使用“爆发前夜”、“重塑模式”等乐观表述。</li>
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<li><strong class="text-purple-300">路演层面：</strong>机构对千亿美元远期市场空间、技术进展表现出强烈兴趣。</li>
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</ul>
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</div>
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<!-- Expectation Gap -->
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<div class="glass-card p-6 lg:col-span-1">
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<h3 class="text-xl font-semibold text-white mb-4 flex items-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-2 text-teal-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M4.318 6.318a4.5 4.5 0 000 6.364L12 20.364l7.682-7.682a4.5 4.5 0 00-6.364-6.364L12 7.636l-1.318-1.318a4.5 4.5 0 00-6.364 0z" /></svg>
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预期差分析
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</h3>
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<ul class="space-y-3 text-gray-300 text-sm">
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<li><strong class="text-teal-300">预期差一：</strong>AI是“加速器”而非“万能钥匙”，主要赋能早期环节，非完全取代实验。</li>
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<li><strong class="text-teal-300">预期差二：</strong><span class="font-bold">数据质量</span>是核心瓶颈，而非算法。高质量私有生物数据是真壁垒。</li>
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<li><strong class="text-teal-300">预期差三：</strong>商业模式仍在探索，巨额BD订单的里程碑付款获取充满不确定性，未必是行业常态。</li>
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</ul>
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</div>
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</div>
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</section>
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<!-- Market Size Chart -->
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<section class="mb-16">
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<h2 class="section-title">全球AI制药市场规模预测</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 items-center">
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<div class="md:col-span-2">
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<div id="market-size-chart" class="w-full h-80 glass-card p-4"></div>
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</div>
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<div class="md:col-span-1 glass-card p-6">
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<h3 class="text-xl font-semibold text-white mb-4">行业增长动力</h3>
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<p class="text-gray-300 text-sm leading-relaxed">
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研报及路演数据显示，全球AI制药市场正经历高速增长。预计2025年将见证更多AI赋能产品问世。当前市场正从约10亿美元规模，以近30%的年复合增长率，迈向2030年数十亿美元甚至更广阔的千亿美元远期空间。AI对药物研发10%的成功率提升，即可节省超千亿美元成本。
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</p>
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</div>
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</div>
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</section>
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<!-- Catalysts & Future Path -->
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<section class="mb-16">
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<h2 class="section-title">催化剂与发展路径</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="glass-card p-6">
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<h3 class="text-xl font-semibold text-white mb-4">近期催化剂 (3-6个月)</h3>
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<ul class="space-y-3 text-gray-300 text-sm">
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<li><strong class="text-blue-300">关键临床数据披露：</strong>英矽智能ISM001-055等核心管线数据读出。</li>
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<li><strong class="text-blue-300">标志性平台发布：</strong>泓博医药Diorion及PR-GPT项目上线。</li>
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<li><strong class="text-blue-300">重磅BD交易落地：</strong>持续出现的10亿美元以上级别合作。</li>
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<li><strong class="text-blue-300">监管政策明朗化：</strong>FDA/NMPA发布更明确的AI审评指南。</li>
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</ul>
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</div>
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<div class="glass-card p-6">
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<h3 class="text-xl font-semibold text-white mb-4">长期发展路径</h3>
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<ul class="space-y-3 text-gray-300 text-sm">
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<li><strong class="text-purple-300">近期 (1-2年)：</strong>首款完全由AI研发的新药获批上市，实现终极“概念验证”。</li>
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<li><strong class="text-purple-300">中期 (3-5年)：</strong>AI工具链平台化与标准化，AI+CRO/SaaS模式成熟。</li>
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<li><strong class="text-purple-300">远期 (5-10年)：</strong>实现对临床成功率的系统性提升，AI成为研发核心引擎。</li>
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</ul>
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</div>
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</div>
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</section>
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<!-- Industry Chain & Key Players -->
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<section class="mb-16">
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<h2 class="section-title">产业链与核心公司深度剖析</h2>
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<div class="bento-grid">
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<!-- Industry Chain -->
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<div class="bento-item bento-item-span-12 md:bento-item-span-4 glass-card p-6 flex flex-col justify-between">
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<div>
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<h3 class="text-xl font-semibold text-white mb-4">产业链图谱</h3>
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<div class="space-y-4 text-sm">
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<div>
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<p class="font-semibold text-blue-300">上游 (基础层)</p>
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<p class="text-gray-300">算力(NVIDIA)、数据(CRO)、算法(Google)</p>
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</div>
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<div>
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<p class="font-semibold text-purple-300">中游 (技术与服务层)</p>
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<p class="text-gray-300">AI+CRO (晶泰), AI+Biotech (英矽智能)</p>
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</div>
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<div>
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<p class="font-semibold text-teal-300">下游 (应用层)</p>
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<p class="text-gray-300">大型药企 (礼来、阿斯利康), Biotech</p>
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</div>
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</div>
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</div>
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<div class="mt-6">
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<div class="w-full h-40" id="biz-model-chart"></div>
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</div>
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</div>
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<!-- Key Deals -->
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<div class="bento-item bento-item-span-12 md:bento-item-span-8 glass-card p-6">
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<h3 class="text-xl font-semibold text-white mb-4">标志性商业合作</h3>
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<div class="space-y-4 text-sm">
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<div class="p-4 bg-black/20 rounded-xl">
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<p><strong class="text-teal-300">石药 & 阿斯利康:</strong> 潜在总额超 <span class="text-2xl font-bold text-white">50亿</span> 美元，利用石药AI引擎发现新型口服小分子药物。</p>
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</div>
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<div class="p-4 bg-black/20 rounded-xl">
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<p><strong class="text-teal-300">诺华 & Monte Rosa:</strong> 潜在总价值 <span class="text-2xl font-bold text-white">57亿</span> 美元，利用AI/ML平台开发分子胶降解剂。</p>
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</div>
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<div class="p-4 bg-black/20 rounded-xl">
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<p><strong class="text-teal-300">礼来 & Superluminal:</strong> 交易价值 <span class="text-2xl font-bold text-white">13亿</span> 美元，加速开发针对肥胖症等疾病的小分子药物。</p>
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</div>
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</div>
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</div>
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<!-- Key Players -->
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<div class="bento-item bento-item-span-12 md:bento-item-span-6 lg:bento-item-span-4 glass-card p-6">
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<h4 class="font-bold text-lg text-white">英矽智能 (Insilico)</h4>
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<span class="tag">AI+Biotech</span>
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<p class="text-sm text-gray-300 mt-2"><strong class="text-blue-300">优势:</strong> 端到端生成式AI平台，管线进展全球领先。</p>
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<p class="text-sm text-gray-300 mt-1"><strong class="text-blue-300">验证:</strong> 核心管线ISM001-055进入临床III期，数据亮眼。</p>
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</div>
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<div class="bento-item bento-item-span-12 md:bento-item-span-6 lg:bento-item-span-4 glass-card p-6">
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<h4 class="font-bold text-lg text-white">晶泰控股 (XtalPi)</h4>
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<span class="tag">AI+CRO</span>
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<p class="text-sm text-gray-300 mt-2"><strong class="text-blue-300">优势:</strong> “干湿实验闭环”，AI+自动化实验室，数据壁垒强。</p>
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<p class="text-sm text-gray-300 mt-1"><strong class="text-blue-300">验证:</strong> 参与辉瑞新冠药研发，与阿斯利康等大厂合作。</p>
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</div>
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<div class="bento-item bento-item-span-12 md:bento-item-span-6 lg:bento-item-span-4 glass-card p-6">
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<h4 class="font-bold text-lg text-white">泓博医药</h4>
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<span class="tag">传统CRO+AI</span>
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<p class="text-sm text-gray-300 mt-2"><strong class="text-blue-300">优势:</strong> 拥有存量客户基础，自研PR-GPT模型竞争力强。</p>
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<p class="text-sm text-gray-300 mt-1"><strong class="text-blue-300">验证:</strong> 已为69个新药项目提供支持，5个进入临床I期。</p>
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</div>
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<div class="bento-item bento-item-span-12 md:bento-item-span-6 lg:bento-item-span-6 glass-card p-6">
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<h4 class="font-bold text-lg text-white">成都先导</h4>
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<span class="tag">CRO(DEL)+AI</span>
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<p class="text-sm text-gray-300 mt-2"><strong class="text-blue-300">优势:</strong> 全球最大DNA编码化合物库(DEL)平台，与AI结合发现新颖分子。</p>
|
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<p class="text-sm text-gray-300 mt-1"><strong class="text-blue-300">验证:</strong> 与腾讯合作开发算法，靶点验证成功率达70-80%。</p>
|
||
</div>
|
||
|
||
<div class="bento-item bento-item-span-12 md:bento-item-span-12 lg:bento-item-span-6 glass-card p-6">
|
||
<h4 class="font-bold text-lg text-white">薛定谔 (Schrodinger)</h4>
|
||
<span class="tag">SaaS + 自研管线</span>
|
||
<p class="text-sm text-gray-300 mt-2"><strong class="text-blue-300">优势:</strong> 历史悠久，基于物理模型的计算平台，客户覆盖全球Top20药企。</p>
|
||
<p class="text-sm text-gray-300 mt-1"><strong class="text-blue-300">验证:</strong> 2023年已实现盈利，SaaS模式现金流稳定。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Risks & Challenges -->
|
||
<section class="mb-16">
|
||
<h2 class="section-title">潜在风险与挑战</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
|
||
<div class="glass-card p-6 border-l-4 border-yellow-500">
|
||
<h3 class="text-lg font-semibold text-yellow-300 mb-2">技术风险</h3>
|
||
<ul class="list-disc list-inside text-gray-300 text-sm space-y-1">
|
||
<li><strong>数据瓶颈:</strong> 高质量、可重复实验数据稀缺是核心瓶颈。</li>
|
||
<li><strong>“黑箱”问题:</strong> AI决策过程不透明，面临信任挑战。</li>
|
||
<li><strong>可合成性挑战:</strong> 约30%的AI设计分子在现实中难以合成。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="glass-card p-6 border-l-4 border-orange-500">
|
||
<h3 class="text-lg font-semibold text-orange-300 mb-2">商业化风险</h3>
|
||
<ul class="list-disc list-inside text-gray-300 text-sm space-y-1">
|
||
<li><strong>模式不确定性:</strong> AI+CRO面临付费意愿，AI+Biotech面临研发风险。</li>
|
||
<li><strong>价值衡量困难:</strong> 难以精确评估AI在研发成功中的贡献。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="glass-card p-6 border-l-4 border-red-500">
|
||
<h3 class="text-lg font-semibold text-red-300 mb-2">政策与竞争风险</h3>
|
||
<ul class="list-disc list-inside text-gray-300 text-sm space-y-1">
|
||
<li><strong>监管不确定性:</strong> FDA等机构审评标准尚在探索中。</li>
|
||
<li><strong>竞争加剧:</strong> 大型药企自建AI平台，从“伙伴”变“对手”。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Conclusion & Investment Implications -->
|
||
<section class="mb-16">
|
||
<h2 class="section-title">综合结论与投资启示</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="glass-card p-6">
|
||
<h3 class="text-xl font-semibold text-white mb-4">最终看法</h3>
|
||
<p class="text-gray-300 leading-relaxed">AI制药已跨越纯粹的主题炒作，进入由<span class="highlight">关键技术验证</span>和<span class="highlight">商业化落地</span>驱动的早期基本面驱动阶段。市场表现是“技术理想”和“商业现实”的共振。虽然长期前景广阔，但短期内价值评估高度依赖<span class="highlight">事件驱动</span>（临床数据、BD订单），板块波动性将较大。</p>
|
||
</div>
|
||
<div class="glass-card p-6">
|
||
<h3 class="text-xl font-semibold text-white mb-4">最具投资价值环节</h3>
|
||
<ul class="space-y-3 text-gray-300">
|
||
<li>
|
||
<p class="font-semibold text-blue-300">1. 平台型 AI+CRO/SaaS 公司</p>
|
||
<p class="text-sm">如晶泰控股、薛定谔。商业模式更清晰，风险分散，有望成为行业“卖水者”，率先实现稳健现金流。</p>
|
||
</li>
|
||
<li>
|
||
<p class="font-semibold text-purple-300">2. 拥有领先管线的 AI+Biotech 公司</p>
|
||
<p class="text-sm">如英矽智能。风险极高，但一旦核心管线成功，将实现从0到1的价值跃迁，潜在回报巨大。</p>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Table -->
|
||
<section>
|
||
<h2 class="section-title">相关概念股梳理</h2>
|
||
<div class="overflow-x-auto glass-card">
|
||
<table class="table text-gray-300">
|
||
<thead class="text-white text-base">
|
||
<tr>
|
||
<th class="bg-transparent">股票名称</th>
|
||
<th class="bg-transparent">股票代码</th>
|
||
<th class="bg-transparent">核心逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-white/5">
|
||
<td>泓博医药</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=301230" target="_blank" class="text-blue-400 hover:underline">301230</a></td>
|
||
<td>将人工智能算法与药物设计相结合，用以提高药物研发效率，主要应用于大规模虚拟筛选、药物代谢性质的预测等方面。</td>
|
||
</tr>
|
||
<tr class="hover:bg-white/5">
|
||
<td>成都先导</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688222" target="_blank" class="text-blue-400 hover:underline">688222</a></td>
|
||
<td>一直以来都对AI在药物研发领域的进展保持高度关注并不断探索和研究。</td>
|
||
</tr>
|
||
<tr class="hover:bg-white/5">
|
||
<td>美迪西</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688202" target="_blank" class="text-blue-400 hover:underline">688202</a></td>
|
||
<td>与苏州朗睿合作，依托其KINET人工智能新药研发平台，快速产生安全、有效的FIC/BIC临床候选化合物。</td>
|
||
</tr>
|
||
<tr class="hover:bg-white/5">
|
||
<td>皓元医药</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688131" target="_blank" class="text-blue-400 hover:underline">688131</a></td>
|
||
<td>与英矽智能就创新药小分子化合物定制服务业务、CDMO业务、合成样品库等业务深度合作。</td>
|
||
</tr>
|
||
<tr class="hover:bg-white/5">
|
||
<td>润达医疗</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603108" target="_blank" class="text-blue-400 hover:underline">603108</a></td>
|
||
<td>上海润达与华为云合作，基于华为云平台打造面向医疗领域的AI大模型，实现智慧医疗服务。</td>
|
||
</tr>
|
||
<tr class="hover:bg-white/5">
|
||
<td>科源制药</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=301281" target="_blank" class="text-blue-400 hover:underline">301281</a></td>
|
||
<td>获得山东省第一批“现代优势产业集群+人工智能”试点示范企业。</td>
|
||
</tr>
|
||
<tr class="hover:bg-white/5">
|
||
<td>安科生物</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300009" target="_blank" class="text-blue-400 hover:underline">300009</a></td>
|
||
<td>公司及子公司目前通过AI-计算机辅助设计平台等技术服务，已有开发的药物获批临床。</td>
|
||
</tr>
|
||
<tr class="hover:bg-white/5">
|
||
<td>我武生物</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300357" target="_blank" class="text-blue-400 hover:underline">300357</a></td>
|
||
<td>全资子公司建立“拟人认知”能力，应用于医药领域人工智能项目。目前已取得了一些初步的研发进展，并在公司内部测试应用。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Rise Analysis -->
|
||
<section class="mt-16" x-data="{ open: null }">
|
||
<h2 class="section-title">相关个股涨幅异动分析</h2>
|
||
<div class="space-y-4">
|
||
<div class="glass-card rounded-2xl">
|
||
<div class="p-4 cursor-pointer flex justify-between items-center" @click="open = open === 0 ? null : 0">
|
||
<div class="font-semibold text-lg text-white">立方制药 (003020) - 2025-08-11 上涨 <span class="text-green-400">5.72%</span></div>
|
||
<svg class="w-6 h-6 transform transition-transform" :class="{'rotate-180': open === 0}" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7" /></svg>
|
||
</div>
|
||
<div x-show="open === 0" x-collapse class="px-4 pb-4 text-gray-300 text-sm prose max-w-none prose-invert prose-headings:text-white prose-strong:text-blue-300">
|
||
<p>立方制药当日涨幅主要受创新药板块整体走强带动，叠加公司董事会换届、制定未来三年股东分红回报规划等治理结构优化预期。技术面上，市场有观点认为散户洗盘已完成。多重因素共同作用，推动股价上涨。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-card rounded-2xl">
|
||
<div class="p-4 cursor-pointer flex justify-between items-center" @click="open = open === 1 ? null : 1">
|
||
<div class="font-semibold text-lg text-white">华北制药 (600812) - 2025-07-11 上涨 <span class="text-green-400">6.51%</span></div>
|
||
<svg class="w-6 h-6 transform transition-transform" :class="{'rotate-180': open === 1}" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7" /></svg>
|
||
</div>
|
||
<div x-show="open === 1" x-collapse class="px-4 pb-4 text-gray-300 text-sm prose max-w-none prose-invert prose-headings:text-white prose-strong:text-blue-300">
|
||
<p>最直接驱动因素是公司发布的半年度业绩预增公告，预计净利润同比增加72%，扣非净利润大增120%。同时，受益于创新药板块整体活跃和游资（上海帮）1.44亿的大量买入，共同推动股价大幅上涨。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-card rounded-2xl">
|
||
<div class="p-4 cursor-pointer flex justify-between items-center" @click="open = open === 2 ? null : 2">
|
||
<div class="font-semibold text-lg text-white">南新制药 (688189) - 2025-07-29 上涨 <span class="text-green-400">17.01%</span></div>
|
||
<svg class="w-6 h-6 transform transition-transform" :class="{'rotate-180': open === 2}" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7" /></svg>
|
||
</div>
|
||
<div x-show="open === 2" x-collapse class="px-4 pb-4 text-gray-300 text-sm prose max-w-none prose-invert prose-headings:text-white prose-strong:text-blue-300">
|
||
<p>股价大幅上涨主要源于市场对其1类新药“美氟尼酮”（针对糖尿病肾病）巨大市场潜力的预期，其峰值销售额被评估可达百亿级别。同时，公司筹划资产收购被解读为积极信号，加之创新药板块整体活跃，吸引了短期交易资金的追捧。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-card rounded-2xl">
|
||
<div class="p-4 cursor-pointer flex justify-between items-center" @click="open = open === 3 ? null : 3">
|
||
<div class="font-semibold text-lg text-white">尔康制药 (300267) - 2025-07-28 上涨 <span class="text-green-400">15.43%</span></div>
|
||
<svg class="w-6 h-6 transform transition-transform" :class="{'rotate-180': open === 3}" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7" /></svg>
|
||
</div>
|
||
<div x-show="open === 3" x-collapse class="px-4 pb-4 text-gray-300 text-sm prose max-w-none prose-invert prose-headings:text-white prose-strong:text-blue-300">
|
||
<p>上涨主要受益于化学制药板块的整体走强。同时，医药行业政策环境改善预期（如医保政策、美国制药政策预期）及创新药领域的高热度，共同提振了市场情绪，带动了股价上涨。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Add other stocks here similarly -->
|
||
</div>
|
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|
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|
||
{ value: 15, name: 'SaaS' },
|
||
{ value: 5, name: 'AI+Pharma' }
|
||
]
|
||
}]
|
||
};
|
||
bizModelChart.setOption(bizModelOption);
|
||
|
||
window.addEventListener('resize', function () {
|
||
timelineChart.resize();
|
||
marketSizeChart.resize();
|
||
bizModelChart.resize();
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |