574 lines
42 KiB
HTML
574 lines
42 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="synthwave">
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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>文旅旅游消费 - 深度行业研究报告</title>
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<script src="https://cdn.tailwindcss.com"></script>
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@import url('https://fonts.googleapis.com/css2?family=Orbitron:wght@400;700&family=Roboto:wght@300;400;700&display=swap');
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body {
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font-family: 'Roboto', sans-serif;
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background-color: #0a0a1a;
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color: #e0e0e0;
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overflow-x: hidden;
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position: fixed;
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top: 0;
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</head>
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<body class="min-h-screen p-4 sm:p-8">
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<div class="space-bg"></div>
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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="title-font text-4xl sm:text-5xl md:text-6xl font-bold tracking-widest text-violet-300">
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文旅旅游消费
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</h1>
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<p class="mt-4 text-xl text-indigo-400">深度行业研究报告</p>
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<div class="mt-8">
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<p class="disclaimer">
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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，本报告为AI合成数据，投资需谨慎。
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</p>
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</div>
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</header>
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<!-- Insight Section -->
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<main class="bento-grid">
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<!-- Core Viewpoint -->
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<section class="glass-card p-6 md:p-8 grid-span-12 lg:grid-span-8">
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<h2 class="title-font text-2xl font-bold text-cyan-300 mb-4">核心观点与市场逻辑</h2>
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<div class="space-y-6 text-gray-300">
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<div>
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<h3 class="text-lg font-semibold text-violet-300 mb-2">观点摘要</h3>
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<p>文旅旅游消费概念正处于从<span class="text-cyan-400 font-semibold">“全面复苏”</span>向<span class="text-cyan-400 font-semibold">“结构性增长”</span>过渡的关键阶段。其核心驱动力已从单一的“出行需求释放”转变为<span class="text-fuchsia-400 font-semibold">政策强力引导</span>与<span class="text-fuchsia-400 font-semibold">供给侧创新</span>的双轮驱动。未来潜力在于，能否成功将“流量”转化为“留量”与高价值的“增量”，而这取决于<span class="font-bold text-white">新业态（如低空旅游、IP融合）商业化的成功</span>和<span class="font-bold text-white">消费体验的实质性升级</span>。</p>
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</div>
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<div>
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<h3 class="text-lg font-semibold text-violet-300 mb-2">核心驱动力分析</h3>
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<ul class="space-y-3 list-disc list-inside">
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<li><strong class="text-indigo-300">政策托底与引导:</strong> 当前最核心驱动力。从国务院顶层设计到各省市数亿元消费券补贴，政策不仅是短期“输血”，更通过“百城百区”行动计划、REITs试点等方式引导产业中长期结构优化。</li>
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<li><strong class="text-indigo-300">消费需求迭代:</strong> 消费者不再满足于传统观光游。研报显示95.51%受访者有出游计划，但需求高度个性化、体验化。“跟着赛事/微短剧去旅行”、寺庙游等新风尚崛起，倒逼供给侧创新。</li>
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<li><strong class="text-indigo-300">科技与产业融合:</strong> AI旅游助手、沉浸式光影秀、低空经济等新技术正重塑产品形态。祥源文旅、西域旅游布局低空飞行，标志行业正试图通过科技创造新的高毛利增长点。</li>
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<li><strong class="text-indigo-300">国资深度介入:</strong> 多地国资入主文旅上市公司（如新疆文旅投控股西域旅游），旨在整合区域资源，形成规模效应，为行业带来资本和资源确定性。</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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<!-- Catalysts & Future Path -->
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<section class="glass-card p-6 md:p-8 grid-span-12 lg:grid-span-4">
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<h2 class="title-font text-2xl font-bold text-cyan-300 mb-4">关键催化剂与发展路径</h2>
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<div class="space-y-4 text-gray-300">
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<div>
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<h3 class="text-lg font-semibold text-violet-300 mb-2">近期催化剂 (3-6个月)</h3>
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<ul class="space-y-2 list-decimal list-inside">
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<li><strong>消费券政策效果验证:</strong> 暑期、国庆、春节三大消费季超14亿元补贴，能否有效拉动人均消费是关键。</li>
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<li><strong>入境游政策加码:</strong> 144小时免签政策若扩大，将直接利好入境客源优势景区。</li>
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<li><strong>低空旅游运营资质突破:</strong> 若祥源文旅或西域旅游率先取得OC运营许可证，有望引爆板块情绪。</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-violet-300 mb-2">长期发展路径</h3>
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<ol class="space-y-2">
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<li><span class="pill">第一阶段 (当前)</span> 政策驱动下的全面复苏。</li>
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<li><span class="pill">第二阶段 (1-3年)</span> “文旅+”融合深化，二消占比提升。</li>
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<li><span class="pill">第三阶段 (3-5年)</span> 新业态商业化成熟，形成第二增长曲线。</li>
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</ol>
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</div>
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</div>
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</section>
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<!-- Expectation Gap Analysis -->
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<section class="glass-card p-6 md:p-8 grid-span-12 lg:grid-span-6">
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<h2 class="title-font text-2xl font-bold text-cyan-300 mb-4">预期差分析</h2>
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<div class="space-y-4 text-gray-300">
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<div class="p-4 border border-fuchsia-500/50 rounded-2xl bg-fuchsia-900/20">
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<h3 class="text-lg font-semibold text-fuchsia-300 mb-1">新业态的“理想”与“现实”</h3>
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<p>市场可能过度交易低空旅游等“概念”，而忽略了其商业化核心难点：<strong class="text-white">OC证（运营资质）尚未获批</strong> (来源: 祥源文旅路演)，落地时间待定，构成最大预期差。</p>
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</div>
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<div class="p-4 border border-cyan-500/50 rounded-2xl bg-cyan-900/20">
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<h3 class="text-lg font-semibold text-cyan-300 mb-1">“消费升级”与“消费分级”</h3>
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<p>市场并非简单的升级或降级，而是显著的<strong class="text-white">“分级”</strong>。高端消费（众信南极产品4万元）韧性强，但大众消费更趋理性，省内游占比从50%提升至75% (来源: OTA专家数据)。市场可能低估了这种结构性分化。</p>
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</div>
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<div class="p-4 border border-amber-500/50 rounded-2xl bg-amber-900/20">
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<h3 class="text-lg font-semibold text-amber-300 mb-1">客流与利润的脱钩风险</h3>
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<p>高客流（莽山五指峰春节人次+56%）不一定能完全转化为高质量的利润增长。祥源文旅坦言直接提价可能性低，若新产品转化率不及预期，是市场可能忽略的潜在风险。</p>
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</div>
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</div>
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</section>
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<!-- Risks & Challenges -->
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<section class="glass-card p-6 md:p-8 grid-span-12 lg:grid-span-6">
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<h2 class="title-font text-2xl font-bold text-cyan-300 mb-4">潜在风险与挑战</h2>
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<ul class="space-y-3 text-gray-300 list-disc list-inside">
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<li><strong class="text-red-400">技术风险:</strong> 低空旅游安全性、空域管理待验证；沉浸式文旅内容易同质化。</li>
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<li><strong class="text-red-400">商业化风险:</strong> 新业态成本高昂，定价能否被市场接受存疑；网红热点生命周期短，可持续性是挑战。</li>
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<li><strong class="text-red-400">政策与竞争风险:</strong> 对消费券等刺激政策依赖度高，若退坡需求可能回落；夜游、演艺等领域同质化竞争激烈。</li>
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<li><strong class="text-red-400">信息交叉验证风险:</strong> 宏观消费趋势存在矛盾数据（升级 vs. 分级），市场情绪可能与公司微观经营状况脱节（如祥源文旅春节业绩受天气影响）。</li>
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</ul>
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</section>
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<!-- Industry Chain -->
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<section class="glass-card p-6 md:p-8 grid-span-12">
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<h2 class="title-font text-2xl font-bold text-cyan-300 mb-4">产业链与核心公司深度剖析</h2>
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<div class="grid grid-cols-1 lg:grid-cols-3 gap-6">
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<!-- Chain Diagram -->
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<div class="lg:col-span-1 space-y-4">
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<h3 class="text-lg font-semibold text-violet-300 mb-2">产业链图谱</h3>
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<div class="flex flex-col items-center space-y-2">
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<div class="pill bg-sky-800 border-sky-600 text-sky-200">上游: 内容与技术供给</div>
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<div class="text-2xl text-violet-400">↓</div>
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<div class="pill bg-indigo-800 border-indigo-600 text-indigo-200">中游: 产品与服务运营商 (核心)</div>
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<div class="text-2xl text-violet-400">↓</div>
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<div class="pill bg-purple-800 border-purple-600 text-purple-200">下游: 消费渠道与终端</div>
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<div class="text-2xl text-violet-400">↓</div>
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<div class="pill bg-fuchsia-800 border-fuchsia-600 text-fuchsia-200">衍生链: 旅游零售 (免税等)</div>
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</div>
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</div>
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<!-- Core Players -->
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<div class="lg:col-span-2 space-y-4">
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<h3 class="text-lg font-semibold text-violet-300 mb-2">核心玩家对比</h3>
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<div class="space-y-3 text-gray-300 text-sm">
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<p><strong class="text-white">祥源文旅 (重资产+创新先锋):</strong> 拥有百龙天梯等现金牛，深度绑定亿航智能布局低空旅游。风险在于重资产模式受外部影响大，新业态商业化存不确定性。</p>
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<p><strong class="text-white">西域旅游 (区域整合+政策红利):</strong> 背靠新疆文旅投，有望整合顶级资源，区域垄断性强。风险在于业绩高度依赖新疆地区，整合效率待考。</p>
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<p><strong class="text-white">众信旅游 (轻资产+出境龙头):</strong> 疫情后市占率提升，产品定位高端，轻资产模式弹性大。风险在于与国际航班、目的地安全等外部因素高度相关。</p>
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<p><strong class="text-white">复星旅游文化 (高端度假+全球化):</strong> 聚焦高端细分市场（Club Med/亚特兰蒂斯），品牌壁垒高。风险在于地产业务拖累及全球宏观经济风险。</p>
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</div>
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</div>
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</div>
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</section>
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<!-- Case Study -->
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<section class="glass-card p-6 md:p-8 grid-span-12 glowing-border">
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<h2 class="title-font text-2xl font-bold text-cyan-300 mb-4">案例分析：天府文旅 (000558) 涨幅解读</h2>
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<div class="text-gray-300 space-y-4">
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<p>天府文旅于 <span class="font-bold text-yellow-300">2025-09-25</span> 上涨 <span class="font-bold text-green-400">5.05%</span>，是多重因素共振的结果，体现了市场对区域性政策利好的高度敏感性。</p>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div>
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<h4 class="text-md font-semibold text-violet-300 mb-1">直接利好</h4>
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<ul class="list-disc list-inside text-sm space-y-1">
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<li><strong>国庆"超级黄金周"效应</strong>，旅游板块集体反弹。</li>
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<li><strong>核心催化：</strong>2025年全国国庆文旅消费月主场活动在成都举办，形成直接地域性利好。</li>
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</ul>
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</div>
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<div>
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<h4 class="text-md font-semibold text-violet-300 mb-1">市场预期</h4>
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<ul class="list-disc list-inside text-sm space-y-1">
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<li>对“英雄联盟世界赛落地成都”等特定事件带来海量游客的预期。</li>
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<li>对国庆黄金周提振三季报业绩的预期。</li>
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</ul>
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</div>
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</div>
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<div class="text-xs text-amber-400 p-3 bg-amber-900/30 rounded-lg border border-amber-500/50">
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<strong>风险提示：</strong>投资者亦担忧“利好兑现后下跌”以及“消费降级”对实际业绩的影响，显示市场情绪中乐观与谨慎并存。
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</div>
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</div>
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</section>
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<!-- Supporting Data Tabs -->
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<section class="grid-span-12" x-data="{ tab: 'news' }">
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<div role="tablist" class="tabs tabs-boxed bg-black/30 backdrop-blur-sm border border-violet-500/30 p-2 rounded-2xl">
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<a role="tab" class="tab tab-lift text-lg" :class="{'tab-active': tab === 'news'}" @click.prevent="tab = 'news'">宏观政策与市场动态</a>
|
||
<a role="tab" class="tab tab-lift text-lg" :class="{'tab-active': tab === 'roadshow'}" @click.prevent="tab = 'roadshow'">产业前沿与企业路演</a>
|
||
<a role="tab" class="tab tab-lift text-lg" :class="{'tab-active': tab === 'report'}" @click.prevent="tab = 'report'">深度研报数据洞察</a>
|
||
</div>
|
||
|
||
<div class="mt-6">
|
||
<!-- News Content -->
|
||
<div x-show="tab === 'news'" class="glass-card p-6 md:p-8 space-y-4">
|
||
<h3 class="title-font text-2xl font-bold text-cyan-300">宏观政策与市场动态 (新闻精粹)</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6 text-gray-300">
|
||
<div>
|
||
<h4 class="font-semibold text-violet-300 mb-2">国家层面政策与活动</h4>
|
||
<ul class="list-disc list-inside space-y-2 text-sm">
|
||
<li><strong>国务院发文：</strong>印发《关于进一步培育新增长点繁荣文化和旅游消费的若干措施》。</li>
|
||
<li><strong>“百城百区”行动：</strong>文旅部启动三年行动计划，协调银联、金融机构推出消费券、支付满减等优惠。</li>
|
||
<li><strong>消费券发放计划：</strong>
|
||
<ul>
|
||
<li>暑期消费季: 发放超 <strong class="text-white">5.7亿元</strong> 消费补贴。</li>
|
||
<li>国庆消费月: 发放超 <strong class="text-white">4.8亿元</strong> 消费补贴。</li>
|
||
<li>春节消费月: 举办超4000项活动，推出多样惠民措施。</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>入境旅游：</strong>免签政策范围有望放宽，三季度入境外国人同比上升 <strong class="text-green-400">48.8%</strong>。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-violet-300 mb-2">地方层面积极响应</h4>
|
||
<ul class="list-disc list-inside space-y-2 text-sm">
|
||
<li><strong>陕西省：</strong>暑期发放 <strong class="text-white">2000万元</strong> 文旅消费券。</li>
|
||
<li><strong>四川省：</strong>暑期发放 <strong class="text-white">6565万元</strong> 文旅消费券。</li>
|
||
<li><strong>河南省：</strong>“五一”期间省级财政发放 <strong class="text-white">4000万元</strong> 住宿类消费券。</li>
|
||
<li><strong>广东省：</strong>2025年将发放 <strong class="text-white">800万元</strong> 文旅消费券。</li>
|
||
</ul>
|
||
<h4 class="font-semibold text-violet-300 mt-4 mb-2">新兴消费趋势</h4>
|
||
<ul class="list-disc list-inside space-y-2 text-sm">
|
||
<li>重点业态：低空、冰雪、国潮、夜间、银发经济等全面发力。</li>
|
||
<li>新风尚：打造“跟着微短剧去旅游”、“跟着赛事去旅行”新模式。</li>
|
||
<li>科技赋能：AI旅游助手、智慧文旅成为重要方向。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<!-- Roadshow Content -->
|
||
<div x-show="tab === 'roadshow'" class="glass-card p-6 md:p-8 space-y-6">
|
||
<h3 class="title-font text-2xl font-bold text-cyan-300">产业前沿与企业路演 (精粹)</h3>
|
||
<div class="space-y-4">
|
||
<div class="p-4 border border-indigo-500/50 rounded-2xl bg-indigo-900/20">
|
||
<h4 class="font-semibold text-indigo-300 mb-2">祥源文旅 (600576.SH)</h4>
|
||
<ul class="list-disc list-inside text-sm text-gray-300 space-y-1">
|
||
<li><strong>核心资产：</strong>张家界百龙天梯 (2023年净利1亿+)，莽山五指峰 (2025春节人次+56%)。</li>
|
||
<li><strong>新业态布局：</strong>与亿航智能合作采购50台EH216S无人机，布局低空旅游，定价方案199/399元。商业化核心难点为OC证待批。</li>
|
||
<li><strong>业绩表现：</strong>2025年春节受降雨影响部分景区表现未达预期，体现天气敏感性。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="p-4 border border-sky-500/50 rounded-2xl bg-sky-900/20">
|
||
<h4 class="font-semibold text-sky-300 mb-2">众信旅游 (002707.SZ)</h4>
|
||
<ul class="list-disc list-inside text-sm text-gray-300 space-y-1">
|
||
<li><strong>市场地位：</strong>出境跟团游龙头，疫情后市占率由5%提升至8-10%。</li>
|
||
<li><strong>暑期表现强劲：</strong>2025年暑期出境游GMV同比增长 <strong class="text-green-400">+80%</strong>，欧洲游、小众目的地翻倍增长。</li>
|
||
<li><strong>产品策略：</strong>主打高端定位，定制游收入占比达30%。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="p-4 border border-rose-500/50 rounded-2xl bg-rose-900/20">
|
||
<h4 class="font-semibold text-rose-300 mb-2">复星旅游文化 (HK01992)</h4>
|
||
<ul class="list-disc list-inside text-sm text-gray-300 space-y-1">
|
||
<li><strong>冰雪旅游爆发：</strong>Club Med中国区雪村2024元旦入住率超95%。</li>
|
||
<li><strong>高端度假强韧：</strong>三亚亚特兰蒂斯2024元旦创开业以来业绩新高，入住率94%。春节房价达4000+元。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<!-- Report Content -->
|
||
<div x-show="tab === 'report'" class="glass-card p-6 md:p-8 space-y-4">
|
||
<h3 class="title-font text-2xl font-bold text-cyan-300">深度研报数据洞察 (精粹)</h3>
|
||
<div class="grid grid-cols-1 lg:grid-cols-2 gap-6 text-gray-300">
|
||
<div>
|
||
<h4 class="font-semibold text-violet-300 mb-2">消费者画像与行为决策</h4>
|
||
<ul class="list-disc list-inside space-y-2 text-sm">
|
||
<li><strong>出游意愿强劲：</strong><strong class="text-white">95.51%</strong> 的受访者计划在2024年旅行，超70%计划未来一年内出国旅行。</li>
|
||
<li><strong>出境游高端化：</strong>超 <strong class="text-white">60%</strong> 的旅客预算在 <strong class="text-white">30,000元/人</strong> 以上。</li>
|
||
<li><strong>信息获取渠道：</strong><strong class="text-white">抖音、百度、小红书</strong> 是主要渠道，消费者期待更直观的视频展示。</li>
|
||
<li><strong>跟团游接受度高：</strong>约 <strong class="text-white">90%</strong> 受访者愿选择跟团游，主要原因是“不熟悉目的地”和“省心”。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-violet-300 mb-2">新兴消费业态与趋势</h4>
|
||
<ul class="list-disc list-inside space-y-2 text-sm">
|
||
<li><strong>智慧与沉浸式体验：</strong>“长安十二时辰”主题街区营业额增长 <strong class="text-green-400">105%</strong>。</li>
|
||
<li><strong>夜间经济：</strong>国家级夜间文旅消费集聚区夜间客流量增长 <strong class="text-green-400">68.7%</strong>。</li>
|
||
<li><strong>“文旅+IP”深度融合：</strong>游戏IP（如《原神》与九寨沟）成为串联文旅资源、重塑旅游场景的核心要素。</li>
|
||
<li><strong>低空经济+旅游：</strong>祥源文旅采购50台亿航无人机，单架年收入预计 <strong class="text-white">350万元</strong>，有望成为第二增长曲线。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data Section -->
|
||
<section class="grid-span-12" x-data="stockData()">
|
||
<h2 class="title-font text-3xl font-bold text-cyan-300 mb-6 text-center">相关概念股票池</h2>
|
||
|
||
<div role="tablist" class="tabs tabs-boxed flex-wrap justify-center bg-black/30 backdrop-blur-sm border border-violet-500/30 p-2 rounded-2xl gap-2">
|
||
<template x-for="category in categories" :key="category">
|
||
<a role="tab" class="tab tab-lift" :class="{'tab-active': activeTab === category}" @click.prevent="activeTab = category" x-text="category"></a>
|
||
</template>
|
||
</div>
|
||
|
||
<div class="mt-6">
|
||
<template x-for="category in categories" :key="category">
|
||
<div x-show="activeTab === category">
|
||
<div class="overflow-x-auto glass-card p-4">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>其他标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<template x-for="stock in groupedStocks[category]" :key="stock.stock_code + stock.stock">
|
||
<tr>
|
||
<td x-text="stock.stock"></td>
|
||
<td>
|
||
<a :href="'https://valuefrontier.cn/company?scode=' + stock.stock_code" target="_blank" class="text-indigo-400 hover:text-cyan-300 transition-colors" x-text="stock.stock_code" x-if="stock.stock_code"></a>
|
||
<span x-if="!stock.stock_code" class="text-gray-500">--</span>
|
||
</td>
|
||
<td x-text="stock.reason"></td>
|
||
<td x-text="stock['其他标签'] || '--'"></td>
|
||
</tr>
|
||
</template>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</template>
|
||
</div>
|
||
</section>
|
||
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
||
function stockData() {
|
||
const rawData = [
|
||
{ "stock": "长白山", "reason": "文旅旅游 (吉林)", "stock_code": "603099" },
|
||
{ "stock": "大连圣亚", "reason": "文旅旅游 (辽宁)", "stock_code": "600593" },
|
||
{ "stock": "曲江文旅", "reason": "文旅旅游 (西安+大唐不夜城)", "stock_code": "600706" },
|
||
{ "stock": "西安旅游", "reason": "文旅旅游 (西安)", "stock_code": "000610" },
|
||
{ "stock": "九华旅游", "reason": "文旅旅游 (安徽)", "stock_code": "603199" },
|
||
{ "stock": "丽江股份", "reason": "文旅旅游 (云南)", "stock_code": "002033" },
|
||
{ "stock": "云南旅游", "reason": "文旅旅游 (云南)", "stock_code": "002059" },
|
||
{ "stock": "峨眉山A", "reason": "文旅旅游 (四川)" },
|
||
{ "stock": "黄山旅游", "reason": "文旅旅游 (安徽)", "stock_code": "600054" },
|
||
{ "stock": "张家界", "reason": "文旅旅游 (湖南)" },
|
||
{ "stock": "三峡旅游", "reason": "文旅旅游 (湖北)", "stock_code": "002627" },
|
||
{ "stock": "西域旅游", "reason": "文旅旅游 (新疆)", "stock_code": "300859" },
|
||
{ "stock": "天目湖", "reason": "文旅旅游 (江苏)", "stock_code": "603136" },
|
||
{ "stock": "西藏旅游", "reason": "文旅旅游 (西藏)", "stock_code": "600749" },
|
||
{ "stock": "广西旅游", "reason": "文旅旅游 (桂林)" },
|
||
{ "stock": "三特索道", "reason": "文旅旅游 (武汉)", "stock_code": "002159" },
|
||
{ "stock": "岭南股份", "reason": "文旅旅游 (广州)" },
|
||
{ "stock": "宋城演艺", "reason": "文旅旅游 (旅游演艺)", "stock_code": "300144" },
|
||
{ "stock": "亚泰集团", "reason": "文旅旅游 (长春)", "stock_code": "600881" },
|
||
{ "stock": "海峡股份", "reason": "海南概念", "其他标签": "国资 (央企)", "stock_code": "002320" },
|
||
{ "stock": "海南发展", "reason": "海南概念", "其他标签": "免税", "stock_code": "002163" },
|
||
{ "stock": "海汽集团", "reason": "海南概念", "其他标签": "国资", "stock_code": "603069" },
|
||
{ "stock": "海南高速", "reason": "海南概念", "其他标签": "国资", "stock_code": "000886" },
|
||
{ "stock": "海航控股", "reason": "海南概念", "其他标签": "客运", "stock_code": "600221" },
|
||
{ "stock": "海马汽车", "reason": "海南概念", "其他标签": "客运", "stock_code": "000572" },
|
||
{ "stock": "海德股份", "reason": "海南概念", "其他标签": "非银金融", "stock_code": "000567" },
|
||
{ "stock": "华闻集团", "reason": "海南概念", "其他标签": "国资" },
|
||
{ "stock": "海南椰岛", "reason": "海南概念", "其他标签": "农业/食品/贸易" },
|
||
{ "stock": "海南机场", "reason": "海南概念", "其他标签": "国资", "stock_code": "600515" },
|
||
{ "stock": "海南橡胶", "reason": "海南概念", "其他标签": "农业/食品/贸易", "stock_code": "601118" },
|
||
{ "stock": "中钨高新", "reason": "海南概念", "其他标签": "国资", "stock_code": "000657" },
|
||
{ "stock": "京粮控股", "reason": "海南概念", "其他标签": "农业/食品/贸易", "stock_code": "000505" },
|
||
{ "stock": "罗牛山", "reason": "海南概念", "其他标签": "农业/食品/贸易" },
|
||
{ "stock": "神农科技", "reason": "海南概念", "其他标签": "农业/食品/贸易" },
|
||
{ "stock": "欣龙控股", "reason": "海南概念 (纺织贸易)", "其他标签": "农业/食品/贸易", "stock_code": "000955" },
|
||
{ "stock": "海南瑞泽", "reason": "海南概念 (旅游/地产)", "其他标签": "农业/食品/贸易", "stock_code": "002596" },
|
||
{ "stock": "中国中免", "reason": "免税概念", "其他标签": "运营商", "stock_code": "601888" },
|
||
{ "stock": "王府井", "reason": "免税概念", "其他标签": "运营商", "stock_code": "600859" },
|
||
{ "stock": "格力地产", "reason": "免税概念", "其他标签": "运营商" },
|
||
{ "stock": "上海机场", "reason": "免税概念", "其他标签": "物业", "stock_code": "600009" },
|
||
{ "stock": "白云机场", "reason": "免税概念", "其他标签": "物业", "stock_code": "600004" },
|
||
{ "stock": "南宁百货", "reason": "免税概念", "其他标签": "曾申请/探索/合作", "stock_code": "600712" },
|
||
{ "stock": "中百集团", "reason": "免税概念", "其他标签": "曾申请/探索/合作", "stock_code": "000759" },
|
||
{ "stock": "东百集团", "reason": "免税概念", "其他标签": "曾申请/探索/合作", "stock_code": "600693" },
|
||
{ "stock": "海印股份", "reason": "免税概念", "其他标签": "曾申请/探索/合作" },
|
||
{ "stock": "友好集团", "reason": "免税概念", "其他标签": "曾申请/探索/合作", "stock_code": "600778" },
|
||
{ "stock": "新华锦", "reason": "免税概念", "其他标签": "曾申请/探索/合作" },
|
||
{ "stock": "居然之家", "reason": "免税概念", "其他标签": "曾申请/探索/合作" },
|
||
{ "stock": "众信旅游", "reason": "免税概念", "其他标签": "曾申请/探索/合作", "stock_code": "002707" },
|
||
{ "stock": "中央商场", "reason": "百货零售", "其他标签": "南京", "stock_code": "600280" },
|
||
{ "stock": "永辉超市", "reason": "百货零售", "其他标签": "全国", "stock_code": "601933" },
|
||
{ "stock": "大商股份", "reason": "百货零售", "其他标签": "辽宁", "stock_code": "600694" },
|
||
{ "stock": "*ST人乐", "reason": "百货零售", "其他标签": "全国" },
|
||
{ "stock": "ST步步高", "reason": "百货零售", "其他标签": "全国" },
|
||
{ "stock": "徐家汇", "reason": "百货零售", "其他标签": "上海", "stock_code": "002561" },
|
||
{ "stock": "益民集团", "reason": "百货零售", "其他标签": "上海", "stock_code": "600824" },
|
||
{ "stock": "新世界", "reason": "百货零售", "其他标签": "上海", "stock_code": "600628" },
|
||
{ "stock": "上海九百", "reason": "百货零售", "其他标签": "上海", "stock_code": "600838" },
|
||
{ "stock": "三江购物", "reason": "百货零售", "其他标签": "浙江", "stock_code": "601116" },
|
||
{ "stock": "杭州解百", "reason": "百货零售", "其他标签": "浙江", "stock_code": "600814" },
|
||
{ "stock": "宁波中百", "reason": "百货零售", "其他标签": "浙江", "stock_code": "600857" },
|
||
{ "stock": "百大集团", "reason": "百货零售", "其他标签": "浙江", "stock_code": "600865" },
|
||
{ "stock": "家家悦", "reason": "百货零售", "其他标签": "山东", "stock_code": "603708" },
|
||
{ "stock": "银座股份", "reason": "百货零售", "其他标签": "山东", "stock_code": "600858" },
|
||
{ "stock": "通程控股", "reason": "百货零售", "其他标签": "湖南", "stock_code": "000419" },
|
||
{ "stock": "友阿股份", "reason": "百货零售", "其他标签": "湖南", "stock_code": "002277" },
|
||
{ "stock": "武商集团", "reason": "百货零售", "其他标签": "湖北", "stock_code": "000501" },
|
||
{ "stock": "汉商集团", "reason": "百货零售", "其他标签": "湖北", "stock_code": "600774" },
|
||
{ "stock": "新华都", "reason": "百货零售", "其他标签": "福建" },
|
||
{ "stock": "国金百货", "reason": "百货零售", "其他标签": "南京" },
|
||
{ "stock": "南京商旅", "reason": "百货零售", "其他标签": "南京", "stock_code": "600250" },
|
||
{ "stock": "翠微股份", "reason": "百货零售", "其他标签": "北京", "stock_code": "603123" },
|
||
{ "stock": "华联股份", "reason": "百货零售", "其他标签": "北京", "stock_code": "000882" },
|
||
{ "stock": "广百股份", "reason": "百货零售", "其他标签": "广东", "stock_code": "002187" },
|
||
{ "stock": "中兴商业", "reason": "百货零售", "其他标签": "沈阳", "stock_code": "000715" },
|
||
{ "stock": "大连友谊", "reason": "百货零售", "其他标签": "辽宁", "stock_code": "000679" },
|
||
{ "stock": "红旗连锁", "reason": "百货零售", "其他标签": "四川", "stock_code": "002697" },
|
||
{ "stock": "茂业商业", "reason": "百货零售", "其他标签": "四川", "stock_code": "600828" },
|
||
{ "stock": "国光连锁", "reason": "百货零售 (江西)", "其他标签": "其他", "stock_code": "605188" },
|
||
{ "stock": "合肥百货", "reason": "百货零售 (安徽)", "其他标签": "其他" },
|
||
{ "stock": "重庆百货", "reason": "百货零售 (重庆)", "其他标签": "其他", "stock_code": "600729" },
|
||
{ "stock": "新华百货", "reason": "百货零售 (宁夏)", "其他标签": "其他", "stock_code": "600785" },
|
||
{ "stock": "汇嘉时代", "reason": "百货零售 (新疆)", "其他标签": "其他", "stock_code": "603101" },
|
||
{ "stock": "国芳集团", "reason": "百货零售 (甘肃)", "其他标签": "其他", "stock_code": "601086" },
|
||
{ "stock": "欧亚集团", "reason": "百货零售 (吉林)", "其他标签": "其他", "stock_code": "600697" },
|
||
{ "stock": "彩虹股份", "reason": "百货零售 (咸阳)", "其他标签": "其他", "stock_code": "600707" },
|
||
{ "stock": "长虹美菱", "reason": "家电", "stock_code": "000521" },
|
||
{ "stock": "TCL智家", "reason": "家电", "stock_code": "002668" },
|
||
{ "stock": "华帝股份", "reason": "家电", "stock_code": "002035" },
|
||
{ "stock": "火星人", "reason": "家电", "stock_code": "300894" },
|
||
{ "stock": "小熊电器", "reason": "家电", "stock_code": "002959" },
|
||
{ "stock": "帅丰电器", "reason": "家电", "stock_code": "605336" },
|
||
{ "stock": "万和电气", "reason": "家电", "stock_code": "002543" },
|
||
{ "stock": "亿田智能", "reason": "家电", "stock_code": "300911" },
|
||
{ "stock": "同庆楼", "reason": "酒楼饭店/老字号", "stock_code": "605108" },
|
||
{ "stock": "西安饮食", "reason": "酒楼饭店/老字号", "stock_code": "000721" },
|
||
{ "stock": "全聚德", "reason": "预制菜", "其他标签": "老字号" },
|
||
{ "stock": "广州酒家", "reason": "酒楼饭店/老字号", "stock_code": "603043" },
|
||
{ "stock": "华天酒店", "reason": "酒店", "stock_code": "000428" },
|
||
{ "stock": "君亭酒店", "reason": "酒店", "stock_code": "301073" },
|
||
{ "stock": "锦江酒店", "reason": "酒店", "stock_code": "600754" },
|
||
{ "stock": "首旅酒店", "reason": "酒店", "stock_code": "600258" },
|
||
{ "stock": "金陵饭店", "reason": "预制菜", "其他标签": "酒店", "stock_code": "601007" },
|
||
{ "stock": "味知香", "reason": "预制菜", "stock_code": "605089" },
|
||
{ "stock": "惠发食品", "reason": "预制菜", "stock_code": "603536" },
|
||
{ "stock": "安井食品", "reason": "预制菜", "stock_code": "603345" },
|
||
{ "stock": "春雪食品", "reason": "预制菜", "stock_code": "605567" },
|
||
{ "stock": "国联水产", "reason": "预制菜", "stock_code": "300094" }
|
||
];
|
||
|
||
const groupedStocks = {};
|
||
const uniqueStocks = [];
|
||
const seen = new Set();
|
||
|
||
rawData.forEach(item => {
|
||
const identifier = item.stock_code || item.stock;
|
||
if (!seen.has(identifier)) {
|
||
seen.add(identifier);
|
||
uniqueStocks.push(item);
|
||
}
|
||
});
|
||
|
||
uniqueStocks.forEach(stock => {
|
||
let category = stock.reason.split(' ')[0];
|
||
if (category.includes('文旅旅游')) category = '文旅旅游';
|
||
if (category.includes('海南')) category = '海南概念';
|
||
if (category.includes('免税')) category = '免税概念';
|
||
if (category.includes('百货')) category = '百货零售';
|
||
if (category.includes('酒楼')) category = '酒楼饭店/老字号';
|
||
|
||
if (!groupedStocks[category]) {
|
||
groupedStocks[category] = [];
|
||
}
|
||
groupedStocks[category].push(stock);
|
||
});
|
||
|
||
const categoryOrder = ['文旅旅游', '海南概念', '免税概念', '百货零售', '酒店', '酒楼饭店/老字号', '预制菜', '家电'];
|
||
const sortedCategories = categoryOrder.filter(cat => groupedStocks[cat]);
|
||
|
||
return {
|
||
groupedStocks: groupedStocks,
|
||
categories: sortedCategories,
|
||
activeTab: sortedCategories[0] || ''
|
||
};
|
||
}
|
||
</script>
|
||
</body>
|
||
</html> |