499 lines
37 KiB
HTML
499 lines
37 KiB
HTML
<!DOCTYPE html>
|
||
<html lang="zh-CN" data-theme="night">
|
||
|
||
<head>
|
||
<meta charset="UTF-8">
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<title>旅游消费 - 深度行研报告</title>
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
|
||
<link rel="preconnect" href="https://fonts.googleapis.com">
|
||
<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
|
||
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&family=Space+Grotesk:wght@400;500;700&display=swap" rel="stylesheet">
|
||
<style>
|
||
:root {
|
||
--glow-color: hsl(217, 89%, 70%);
|
||
--glow-spread-color: hsla(217, 89%, 70%, 0.2);
|
||
--enhanced-glow-spread-color: hsla(217, 89%, 70%, 0.3);
|
||
--card-glow-color: hsl(217, 89%, 60%);
|
||
}
|
||
|
||
html {
|
||
scroll-behavior: smooth;
|
||
}
|
||
|
||
body {
|
||
font-family: 'Inter', sans-serif;
|
||
background-color: #02040a;
|
||
color: #e6f1ff;
|
||
background-image:
|
||
radial-gradient(circle at 10% 10%, hsla(217, 89%, 70%, 0.1) 0%, transparent 25%),
|
||
radial-gradient(circle at 90% 80%, hsla(280, 80%, 60%, 0.1) 0%, transparent 25%),
|
||
radial-gradient(circle at 50% 50%, hsla(180, 70%, 50%, 0.05) 0%, transparent 20%);
|
||
background-attachment: fixed;
|
||
}
|
||
|
||
.font-space {
|
||
font-family: 'Space Grotesk', sans-serif;
|
||
}
|
||
|
||
.glass-card {
|
||
background: rgba(10, 15, 30, 0.5);
|
||
backdrop-filter: blur(16px) saturate(180%);
|
||
-webkit-backdrop-filter: blur(16px) saturate(180%);
|
||
border: 1px solid rgba(255, 255, 255, 0.1);
|
||
border-radius: 24px;
|
||
transition: all 0.3s ease;
|
||
position: relative;
|
||
overflow: hidden;
|
||
}
|
||
|
||
.glass-card::before {
|
||
content: '';
|
||
position: absolute;
|
||
top: 0;
|
||
left: 0;
|
||
right: 0;
|
||
bottom: 0;
|
||
background: radial-gradient(800px circle at var(--mouse-x) var(--mouse-y), rgba(132, 178, 255, 0.06), transparent 40%);
|
||
z-index: 0;
|
||
opacity: 0;
|
||
transition: opacity 0.5s;
|
||
}
|
||
|
||
.glass-card:hover::before {
|
||
opacity: 1;
|
||
}
|
||
|
||
.glass-card > * {
|
||
position: relative;
|
||
z-index: 1;
|
||
}
|
||
|
||
.glow-text {
|
||
text-shadow:
|
||
0 0 7px var(--glow-spread-color),
|
||
0 0 10px var(--glow-spread-color),
|
||
0 0 21px var(--glow-spread-color),
|
||
0 0 42px var(--glow-color),
|
||
0 0 82px var(--glow-color),
|
||
0 0 92px var(--glow-color);
|
||
}
|
||
|
||
.bento-grid {
|
||
display: grid;
|
||
gap: 1rem;
|
||
grid-template-columns: repeat(6, 1fr);
|
||
grid-auto-rows: auto;
|
||
}
|
||
|
||
.bento-item {
|
||
grid-column: span 6; /* Default for mobile */
|
||
}
|
||
|
||
@media (min-width: 1024px) {
|
||
.bento-item-1 { grid-column: span 4; grid-row: span 2; }
|
||
.bento-item-2 { grid-column: span 2; }
|
||
.bento-item-3 { grid-column: span 2; }
|
||
.bento-item-4 { grid-column: span 3; grid-row: span 2; }
|
||
.bento-item-5 { grid-column: span 3; grid-row: span 2; }
|
||
.bento-item-6 { grid-column: span 6; }
|
||
}
|
||
|
||
.tab-lift {
|
||
transition: all 0.2s ease-in-out;
|
||
}
|
||
.tab-lift:hover, .tab-active {
|
||
transform: translateY(-2px);
|
||
background-color: rgba(132, 178, 255, 0.1) !important;
|
||
border-bottom: 2px solid var(--glow-color);
|
||
}
|
||
</style>
|
||
</head>
|
||
|
||
<body class="min-h-screen p-4 sm:p-6 lg:p-8" x-data="{}">
|
||
|
||
<div class="max-w-7xl mx-auto">
|
||
|
||
<!-- Header -->
|
||
<header class="text-center py-12">
|
||
<h1 class="text-5xl md:text-7xl font-bold font-space glow-text tracking-tighter">旅游消费</h1>
|
||
<p class="text-lg text-slate-400 mt-4">深度行研报告</p>
|
||
<p class="text-xs text-slate-500 mt-8 font-mono">
|
||
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<br>本报告为AI合成数据，投资需谨慎
|
||
</p>
|
||
</header>
|
||
|
||
<!-- Core Insight Section -->
|
||
<main class="space-y-16">
|
||
<section id="insight">
|
||
<h2 class="text-3xl font-bold font-space mb-8 text-center text-slate-200">概念洞察 (Concept Insight)</h2>
|
||
|
||
<div class="bento-grid" x-data="{
|
||
handleMouseMove(e, card) {
|
||
const rect = card.getBoundingClientRect();
|
||
const x = e.clientX - rect.left;
|
||
const y = e.clientY - rect.top;
|
||
card.style.setProperty('--mouse-x', `${x}px`);
|
||
card.style.setProperty('--mouse-y', `${y}px`);
|
||
}
|
||
}">
|
||
<!-- 核心观点摘要 -->
|
||
<div class="glass-card bento-item bento-item-1 p-6 flex flex-col" @mousemove="handleMouseMove($event, $el)">
|
||
<h3 class="text-xl font-bold font-space text-cyan-300 mb-4">01 / 核心观点摘要</h3>
|
||
<p class="text-slate-300 text-lg leading-relaxed">
|
||
旅游消费概念正处于 <strong class="text-white">政策强力驱动下的结构性复苏阶段</strong>。核心驱动力源于政策刺激与居民被压抑出行需求的集中释放，但市场表现呈现显著的 <strong class="text-yellow-300">“K型分化”</strong> 特征：高端、体验式消费需求坚挺甚至升级，而大众市场则表现出更高的价格敏感性和向“下沉市场”转移的趋势。未来潜力在于新业态（如低空旅游）的拓展和存量市场（如银发经济）的深度挖掘。
|
||
</p>
|
||
<div class="mt-auto pt-6">
|
||
<div class="border-t border-slate-700/50 pt-4 text-sm text-slate-400">
|
||
<span class="font-bold text-slate-300">关键词:</span> 结构性复苏, K型分化, 政策驱动, 体验升级, 下沉市场
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关键催化剂 -->
|
||
<div class="glass-card bento-item bento-item-2 p-6" @mousemove="handleMouseMove($event, $el)">
|
||
<h3 class="text-xl font-bold font-space text-cyan-300 mb-4">02 / 近期催化剂</h3>
|
||
<ul class="space-y-3 text-slate-300">
|
||
<li><strong>节假日效应:</strong> 暑期、国庆消费季/月活动，<strong class="text-white">超10亿元消费补贴</strong>待发放。</li>
|
||
<li><strong>基建投运:</strong> <strong class="text-white">沈白/池黄/昌景黄高铁</strong>开通，引爆长白山、黄山客流潜力。</li>
|
||
<li><strong>政策深化:</strong> 12国免签延长，国际航班运力恢复至<strong class="text-white">60%</strong>，催化出入境游。</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<!-- 长期发展路径 -->
|
||
<div class="glass-card bento-item bento-item-3 p-6" @mousemove="handleMouseMove($event, $el)">
|
||
<h3 class="text-xl font-bold font-space text-cyan-300 mb-4">03 / 长期发展路径</h3>
|
||
<ul class="space-y-3 text-slate-300">
|
||
<li><strong>业态创新 (1-2年):</strong> 低空旅游、房车露营等从概念走向商业化。</li>
|
||
<li><strong>数字化渗透 (2-4年):</strong> 抖音/小红书重构营销渠道，酒店智能化成核心竞争力。</li>
|
||
<li><strong>银发经济 (4年以上):</strong> 康养、慢游产品成熟，市场规模或<strong class="text-white">超万亿</strong>。</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<!-- 核心逻辑与市场认知 -->
|
||
<div class="glass-card bento-item bento-item-4 p-6" @mousemove="handleMouseMove($event, $el)">
|
||
<h3 class="text-xl font-bold font-space text-cyan-300 mb-4">04 / 核心逻辑与市场认知</h3>
|
||
<div class="space-y-4 text-slate-300">
|
||
<p><strong class="text-white">驱动力:</strong> <span class="text-sky-300">政策托底</span> + <span class="text-sky-300">需求结构性释放</span>。</p>
|
||
<ul class="list-disc list-inside space-y-2 pl-2">
|
||
<li><strong>高端需求刚性:</strong> 黄山山顶酒店利润增31%，远超人数增长。</li>
|
||
<li><strong>大众需求变异:</strong> “特种兵旅游”、县域市场订单增151%，追求极致性价比体验。</li>
|
||
<li><strong>客群代际更迭:</strong> 90/00后成主力(占比68%)，决策受社交媒体影响。</li>
|
||
</ul>
|
||
<p><strong class="text-white">市场热度:</strong> 情绪乐观，但开始出现对复苏<strong class="text-yellow-300">“质量”</strong>的分歧。</p>
|
||
<p><strong class="text-white">预期差分析:</strong> 核心矛盾在于 <strong class="text-red-400">“人次”与“人均消费”的背离</strong>。哈尔滨人次增41%，收入仅增7.4%；春节人次增20%，收入反降8%。市场可能高估了人流恢复对利润的直接转化率。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司 -->
|
||
<div class="glass-card bento-item bento-item-5 p-6" @mousemove="handleMouseMove($event, $el)">
|
||
<h3 class="text-xl font-bold font-space text-cyan-300 mb-4">05 / 产业链与核心公司</h3>
|
||
<div class="space-y-4 text-slate-300">
|
||
<p><strong class="text-white">产业链:</strong> 上游(资源/基建) → 中游(景区/酒店/旅行社) → 下游(消费者) → 衍生(零售)。</p>
|
||
<p><strong class="text-white">核心玩家对比:</strong></p>
|
||
<ul class="list-disc list-inside space-y-2 pl-2">
|
||
<li><strong>稳健型 (黄山旅游):</strong> 稀缺资源+强提价能力，对冲降级风险。</li>
|
||
<li><strong>成长型 (长白山):</strong> 绑定冰雪经济+高铁催化剂，高弹性。</li>
|
||
<li><strong>弹性型 (众信旅游):</strong> 出境游复苏代表，高客单价显现定价权。</li>
|
||
<li><strong>故事型 (西域旅游):</strong> 低空旅游概念，想象空间大，风险较高。</li>
|
||
</ul>
|
||
<p><strong class="text-white">验证与证伪:</strong> 路演数据验证了<strong class="text-yellow-300">消费分级</strong>逻辑，同时春节“增人不增收”的数据也警示了<strong class="text-red-400">“宏观复苏不等于微观盈利”</strong>的风险。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 风险与结论 -->
|
||
<div class="glass-card bento-item bento-item-6 p-6" @mousemove="handleMouseMove($event, $el)">
|
||
<h3 class="text-xl font-bold font-space text-cyan-300 mb-4">06 / 潜在风险与投资启示</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6 text-slate-300">
|
||
<div>
|
||
<strong class="text-white">潜在风险:</strong>
|
||
<ul class="list-disc list-inside space-y-2 mt-2">
|
||
<li><strong>商业化风险:</strong> “消费降级”深度和广度超预期，侵蚀产业链利润。</li>
|
||
<li><strong>政策竞争风险:</strong> 政策依赖性强，同质化竞争加剧。</li>
|
||
<li><strong>数据矛盾:</strong> 宏观数据(量价齐升)与微观体感(人均消费疲软)存在温差。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<strong class="text-white">投资启示:</strong>
|
||
<ul class="list-disc list-inside space-y-2 mt-2">
|
||
<li>进入<strong class="text-yellow-300">结构分化的基本面驱动阶段</strong>，告别普涨。</li>
|
||
<li><strong class="text-sky-300">价值环节:</strong> 1) 具定价权的头部景区；2) 有明确边际改善催化剂的标的；3) 符合新趋势的创新业态。</li>
|
||
<li><strong class="text-red-400">核心跟踪指标:</strong> 客单价、二次消费收入占比、酒店RevPAR、航班恢复率。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- ECharts Visualization -->
|
||
<section id="visualization">
|
||
<h2 class="text-3xl font-bold font-space mb-8 text-center text-slate-200">预期差透视：人次 vs. 收入</h2>
|
||
<div class="glass-card p-4">
|
||
<div id="discrepancy-chart" style="width: 100%; height: 400px;"></div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Spotlight Analysis -->
|
||
<section id="spotlight">
|
||
<h2 class="text-3xl font-bold font-space mb-8 text-center text-slate-200">热点追踪：西域旅游涨幅分析</h2>
|
||
<div class="glass-card p-6">
|
||
<div class="collapse collapse-plus bg-transparent">
|
||
<input type="checkbox" />
|
||
<div class="collapse-title text-xl font-medium font-space text-amber-300">
|
||
西域旅游 (300859) 2025-08-22 上涨8.52%原因分析 <span class="text-sm text-slate-400">(点击展开)</span>
|
||
</div>
|
||
<div class="collapse-content text-slate-300 mt-4 space-y-4">
|
||
<p>西域旅游当日上涨是多重因素共振的结果，核心催化剂为<strong class="text-white">王健林考察新疆文旅产业</strong>，引发市场对万达集团潜在合作或战略投资的强烈预期。</p>
|
||
<ul class="list-disc list-inside space-y-2">
|
||
<li><strong>行业利好:</strong> 暑期旅游消费火爆，线上旅游销售额增长24.8%，基本面支撑强劲。</li>
|
||
<li><strong>公司催化:</strong> 王健林8月20-21日考察新疆，表示“正在探讨合作可能性”，成为最直接的引爆点。</li>
|
||
<li><strong>资金动向:</strong> 当日成交额放大至<strong class="text-white">12.01亿元</strong>，机构账户通过大宗交易买入，显示资金关注度极高。</li>
|
||
<li><strong>市场情绪:</strong> 旅游板块整体走强，叠加业绩向好预期和游资炒作偏好（盘子小、有故事），共同推高股价。</li>
|
||
<li><strong>风险提示:</strong> 大宗交易存在折价，市场亦有“拉高出货”的谨慎声音，后续走势需关注合作进展及业绩兑现情况。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Data Deep Dive Section -->
|
||
<section id="deep-dive" x-data="{ activeTab: 'news' }">
|
||
<h2 class="text-3xl font-bold font-space mb-8 text-center text-slate-200">数据深潜 (Data Deep Dive)</h2>
|
||
<div class="tabs tabs-boxed justify-center bg-slate-900/50 p-2 rounded-2xl mb-8">
|
||
<a class="tab tab-lift text-lg px-6 py-3 rounded-xl" :class="{ 'tab-active': activeTab === 'news' }" @click.prevent="activeTab = 'news'">新闻 & 政策</a>
|
||
<a class="tab tab-lift text-lg px-6 py-3 rounded-xl" :class="{ 'tab-active': activeTab === 'roadshow' }" @click.prevent="activeTab = 'roadshow'">路演纪要</a>
|
||
<a class="tab tab-lift text-lg px-6 py-3 rounded-xl" :class="{ 'tab-active': activeTab === 'research' }" @click.prevent="activeTab = 'research'">研报精粹</a>
|
||
</div>
|
||
|
||
<div class="glass-card p-6 min-h-[400px]">
|
||
<!-- News & Policy -->
|
||
<div x-show="activeTab === 'news'" x-transition>
|
||
<h3 class="text-2xl font-bold font-space text-cyan-300 mb-4">市场动态与政策解读</h3>
|
||
<div class="space-y-6 text-slate-300">
|
||
<div>
|
||
<h4 class="font-semibold text-lg text-white">一、 宏观政策与全国性活动</h4>
|
||
<ul class="list-disc list-inside mt-2 space-y-1 pl-2">
|
||
<li><strong>国务院:</strong> 印发《若干措施》，实施“百城百区”文化和旅游消费行动计划，鼓励发放消费券。</li>
|
||
<li><strong>文旅部:</strong> 举办2025-2026全年促消费活动，覆盖五一、暑期、国庆、春节，聚焦提振消费。</li>
|
||
<li><strong>多部门:</strong> 扩大服务消费，支持延长景区营业时间、优化预约方式，鼓励“跟着演出/影视/赛事去旅行”。</li>
|
||
<li><strong>新业态:</strong> 六部门发文，有序扩大<strong class="text-yellow-300">低空旅游、房车露营、汽车赛事</strong>等新消费供给。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-lg text-white">二、 地方性促消费举措</h4>
|
||
<ul class="list-disc list-inside mt-2 space-y-1 pl-2">
|
||
<li><strong>上海:</strong> 上海旅游节拉动消费<strong class="text-white">超3000亿元</strong>，另发放<strong class="text-white">5亿元</strong>服务消费券 (含9000万旅游券)。</li>
|
||
<li><strong>海口:</strong> 国庆期间发放<strong class="text-white">1000万元</strong>旅游消费券，与携程、同程、飞猪合作。</li>
|
||
<li><strong>香港:</strong> 推动“无处不旅游”，兴建游艇会以促进高端消费。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-lg text-white">三、 节假日消费数据与趋势</h4>
|
||
<ul class="list-disc list-inside mt-2 space-y-1 pl-2">
|
||
<li><strong>春节假期:</strong> 假期延长至8天，出游客流较19年<strong class="text-green-400">增长32%</strong>。邮轮游订单增<strong class="text-green-400">超3倍</strong>，小众目的地爆火。</li>
|
||
<li><strong>国庆中秋:</strong> 跨区域人员流动量<strong class="text-white">24.32亿人次</strong>，创历史新高。长线游与品质消费成主流。</li>
|
||
<li><strong>暑期:</strong> 发放<strong class="text-white">超5.7亿元</strong>消费补贴，聚焦消夏避暑、亲子游乐等。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Roadshow Summaries -->
|
||
<div x-show="activeTab === 'roadshow'" x-transition>
|
||
<h3 class="text-2xl font-bold font-space text-cyan-300 mb-4">企业路演核心纪要</h3>
|
||
<div class="space-y-6 text-slate-300">
|
||
<div>
|
||
<h4 class="font-semibold text-lg text-white">黄山旅游：高端消费坚挺，二次消费成关键</h4>
|
||
<ul class="list-disc list-inside mt-2 space-y-1 pl-2">
|
||
<li>2023年客流450万人次，较19年增长30%。酒店利润增长31%，远超2%的入住人数增长，显示<strong class="text-yellow-300">产品提价与高溢价能力</strong>。</li>
|
||
<li>散客化(占比90%)、年轻化趋势显著，高铁开通将打开华中市场。</li>
|
||
<li>周三免票政策成功引导客流至非周末，有效推动了索道、酒店等<strong class="text-white">二次消费增长</strong>。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-lg text-white">冰雪经济：热度持续，量增价减现象初现</h4>
|
||
<ul class="list-disc list-inside mt-2 space-y-1 pl-2">
|
||
<li>2023-24雪季全国冰雪旅游收入<strong class="text-white">突破5000亿元</strong>。沈白高铁开通将成<strong class="text-yellow-300">长白山</strong>客流增长核心催化剂。</li>
|
||
<li>哈尔滨现象：游客人次较19年增41%，但收入仅增7.4%，客单价从1600元降至1200元，<strong class="text-red-400">消费降级趋势明显</strong>。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-lg text-white">免税与出境游：结构分化，恢复进程不一</h4>
|
||
<ul class="list-disc list-inside mt-2 space-y-1 pl-2">
|
||
<li><strong>海南免税:</strong> 春节购物人次激增66%，但客单价下降，反映“旺丁不旺财”。</li>
|
||
<li><strong>众信旅游(出境游):</strong> 行业人次恢复至19年15%，但众信收入恢复近30%，得益于欧洲产品<strong class="text-green-400">提价50%-100%</strong>。恢复进程受航班运力制约。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-lg text-white">消费行为洞察：年轻化、下沉化、体验化</h4>
|
||
<ul class="list-disc list-inside mt-2 space-y-1 pl-2">
|
||
<li>90/00后占比68%，主导旅游消费；银发群体崛起，老年旅游收入或超万亿。</li>
|
||
<li>消费从“景区”到“街区”，Citywalk、网红城市兴起。门票收入占比从70%降至35-50%，<strong class="text-white">二次消费占比提升</strong>。</li>
|
||
<li>三四线城市及县域市场旅游人次增速高于一二线城市，<strong class="text-yellow-300">“反向旅游”</strong>成趋势。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Research Reports -->
|
||
<div x-show="activeTab === 'research'" x-transition>
|
||
<h3 class="text-2xl font-bold font-space text-cyan-300 mb-4">行业研报精粹</h3>
|
||
<div class="space-y-6 text-slate-300">
|
||
<div>
|
||
<h4 class="font-semibold text-lg text-white">高消费旅客出境游：预算高，重体验</h4>
|
||
<ul class="list-disc list-inside mt-2 space-y-1 pl-2">
|
||
<li><strong class="text-white">人均预算:</strong> 30.9%的旅客预算超<strong class="text-yellow-300">4万元/人</strong>，31.6%预算为3-4万元/人。</li>
|
||
<li><strong>消费偏好:</strong> 偏好高端酒店品牌，热门购物为<strong class="text-white">时尚、手表、珠宝</strong>等奢侈品。</li>
|
||
<li><strong>决策影响:</strong> 社交媒体(抖音、小红书)影响巨大。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-lg text-white">大众旅游消费趋势：反向旅游与下沉市场</h4>
|
||
<ul class="list-disc list-inside mt-2 space-y-1 pl-2">
|
||
<li><strong class="text-yellow-300">反向旅游:</strong> 三四线城市及县域市场订单增速超过一二线城市，人均消费水平下降。</li>
|
||
<li><strong>决策渠道:</strong> OTA仍是预订机票酒店主渠道，但抖音、小红书是主要信息获取渠道。</li>
|
||
<li><strong>银发族:</strong> <strong class="text-red-400">低价不再是唯一吸引点</strong>，高知银发族更注重行程安排与医疗保障。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-lg text-white">新业态与潜力：低空旅游市场广阔</h4>
|
||
<ul class="list-disc list-inside mt-2 space-y-1 pl-2">
|
||
<li><strong>区域增长:</strong> 2023年新疆旅游总收入<strong class="text-white">2967亿元</strong>，同比增长227%。</li>
|
||
<li><strong>西域旅游案例:</strong> 与亿航智能合作低空旅游，预计当eVTOL达120架次时，可贡献<strong class="text-green-400">3.8亿收入</strong>。</li>
|
||
<li><strong>市场规模预测:</strong> 预计到2030年，全国低空旅游市场规模有望达<strong class="text-yellow-300">2000亿元</strong>。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data Table -->
|
||
<section id="stock-list">
|
||
<h2 class="text-3xl font-bold font-space mb-8 text-center text-slate-200">相关概念股 (Related Stocks)</h2>
|
||
<div class="overflow-x-auto glass-card p-4">
|
||
<table class="table table-zebra w-full">
|
||
<thead class="text-base text-slate-300">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑/原因</th>
|
||
<th>其他标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>长白山</td><td><a href="https://valuefrontier.cn/company?scode=603099" target="_blank" class="link link-hover text-sky-400">603099</a></td><td>吉林</td><td>文旅旅游</td></tr>
|
||
<tr><td>大连圣亚</td><td><a href="https://valuefrontier.cn/company?scode=600593" target="_blank" class="link link-hover text-sky-400">600593</a></td><td>辽宁</td><td>文旅旅游</td></tr>
|
||
<tr><td>曲江文旅</td><td><a href="https://valuefrontier.cn/company?scode=600706" target="_blank" class="link link-hover text-sky-400">600706</a></td><td>西安+大唐不夜城</td><td>文旅旅游</td></tr>
|
||
<tr><td>西安旅游</td><td><a href="https://valuefrontier.cn/company?scode=000610" target="_blank" class="link link-hover text-sky-400">000610</a></td><td>西安</td><td>文旅旅游</td></tr>
|
||
<tr><td>九华旅游</td><td><a href="https://valuefrontier.cn/company?scode=603199" target="_blank" class="link link-hover text-sky-400">603199</a></td><td>安徽</td><td>文旅旅游</td></tr>
|
||
<tr><td>丽江股份</td><td><a href="https://valuefrontier.cn/company?scode=002033" target="_blank" class="link link-hover text-sky-400">002033</a></td><td>云南</td><td>文旅旅游</td></tr>
|
||
<tr><td>云南旅游</td><td><a href="https://valuefrontier.cn/company?scode=002059" target="_blank" class="link link-hover text-sky-400">002059</a></td><td>云南</td><td>文旅旅游</td></tr>
|
||
<tr><td>峨眉山A</td><td>-</td><td>四川</td><td>文旅旅游</td></tr>
|
||
<tr><td>黄山旅游</td><td><a href="https://valuefrontier.cn/company?scode=600054" target="_blank" class="link link-hover text-sky-400">600054</a></td><td>安徽</td><td>文旅旅游</td></tr>
|
||
<tr><td>张家界</td><td>-</td><td>湖南</td><td>文旅旅游</td></tr>
|
||
<tr><td>三峡旅游</td><td><a href="https://valuefrontier.cn/company?scode=002627" target="_blank" class="link link-hover text-sky-400">002627</a></td><td>湖北</td><td>文旅旅游</td></tr>
|
||
<tr><td>*ST西域</td><td>-</td><td>新疆</td><td>文旅旅游</td></tr>
|
||
<tr><td>天目湖</td><td><a href="https://valuefrontier.cn/company?scode=603136" target="_blank" class="link link-hover text-sky-400">603136</a></td><td>江苏</td><td>文旅旅游</td></tr>
|
||
<tr><td>西藏旅游</td><td><a href="https://valuefrontier.cn/company?scode=600749" target="_blank" class="link link-hover text-sky-400">600749</a></td><td>西藏</td><td>文旅旅游</td></tr>
|
||
<tr><td>桂林旅游</td><td><a href="https://valuefrontier.cn/company?scode=000978" target="_blank" class="link link-hover text-sky-400">000978</a></td><td>广西</td><td>文旅旅游</td></tr>
|
||
<tr><td>三特索道</td><td><a href="https://valuefrontier.cn/company?scode=002159" target="_blank" class="link link-hover text-sky-400">002159</a></td><td>武汉</td><td>文旅旅游</td></tr>
|
||
<tr><td>岭南股份</td><td>-</td><td>广州</td><td>文旅旅游</td></tr>
|
||
<tr><td>宋城演义</td><td>-</td><td>旅游演义</td><td>文旅旅游</td></tr>
|
||
<tr><td>同庆楼</td><td><a href="https://valuefrontier.cn/company?scode=605108" target="_blank" class="link link-hover text-sky-400">605108</a></td><td>安徽</td><td>酒楼饭店, 老字号</td></tr>
|
||
<tr><td>西安饮食</td><td><a href="https://valuefrontier.cn/company?scode=000721" target="_blank" class="link link-hover text-sky-400">000721</a></td><td>西安</td><td>酒楼饭店, 老字号</td></tr>
|
||
<tr><td>全聚德</td><td>-</td><td>北京</td><td>酒楼饭店, 老字号, 预制菜</td></tr>
|
||
<tr><td>广州酒家</td><td><a href="https://valuefrontier.cn/company?scode=603043" target="_blank" class="link link-hover text-sky-400">603043</a></td><td>广州</td><td>酒楼饭店, 老字号</td></tr>
|
||
<tr><td>徐家汇</td><td><a href="https://valuefrontier.cn/company?scode=002561" target="_blank" class="link link-hover text-sky-400">002561</a></td><td>上海</td><td>百货零售</td></tr>
|
||
<tr><td>君亭酒店</td><td><a href="https://valuefrontier.cn/company?scode=301073" target="_blank" class="link link-hover text-sky-400">301073</a></td><td>-</td><td>酒店</td></tr>
|
||
<tr><td>锦江酒店</td><td><a href="https://valuefrontier.cn/company?scode=600754" target="_blank" class="link link-hover text-sky-400">600754</a></td><td>-</td><td>酒店</td></tr>
|
||
<tr><td>首旅酒店</td><td><a href="https://valuefrontier.cn/company?scode=600258" target="_blank" class="link link-hover text-sky-400">600258</a></td><td>-</td><td>酒店</td></tr>
|
||
<tr><td>金陵饭店</td><td><a href="https://valuefrontier.cn/company?scode=601007" target="_blank" class="link link-hover text-sky-400">601007</a></td><td>-</td><td>酒店, 预制菜</td></tr>
|
||
<tr><td>安井食品</td><td><a href="https://valuefrontier.cn/company?scode=603345" target="_blank" class="link link-hover text-sky-400">603345</a></td><td>-</td><td>预制菜</td></tr>
|
||
<tr><td>国联水产</td><td><a href="https://valuefrontier.cn/company?scode=300094" target="_blank" class="link link-hover text-sky-400">300094</a></td><td>-</td><td>预制菜</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('alpine:init', () => {
|
||
Alpine.data('chartData', () => ({
|
||
init() {
|
||
const myChart = echarts.init(document.getElementById('discrepancy-chart'));
|
||
const option = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: { type: 'cross' }
|
||
},
|
||
legend: {
|
||
data: ['游客人次 (较19年)', '旅游收入 (较19年)'],
|
||
textStyle: { color: '#a0aec0' }
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '3%',
|
||
containLabel: true
|
||
},
|
||
xAxis: [{
|
||
type: 'category',
|
||
data: ['2025春节', '2025五一'],
|
||
axisTick: { alignWithLabel: true },
|
||
axisLine: { lineStyle: { color: 'rgba(255,255,255,0.2)' } },
|
||
axisLabel: { color: '#a0aec0' }
|
||
}],
|
||
yAxis: [{
|
||
type: 'value',
|
||
name: '增长率 (%)',
|
||
position: 'left',
|
||
axisLine: { show: true, lineStyle: { color: 'rgba(255,255,255,0.2)' } },
|
||
axisLabel: { color: '#a0aec0', formatter: '{value} %' },
|
||
splitLine: { lineStyle: { color: 'rgba(255,255,255,0.1)' } }
|
||
}],
|
||
series: [
|
||
{
|
||
name: '游客人次 (较19年)',
|
||
type: 'bar',
|
||
barWidth: '40%',
|
||
itemStyle: {
|
||
borderRadius: [5, 5, 0, 0],
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||
{ offset: 0, color: '#2dd4bf' },
|
||
{ offset: 1, color: '#059669' }
|
||
])
|
||
},
|
||
data: [19.8, 28] // 春节人次较19年增长近20%(取19.8), 五一人次较19年增长28% (1.28倍)
|
||
},
|
||
{
|
||
name: '旅游收入 (较19年)',
|
||
type: 'line',
|
||
smooth: true,
|
||
symbol: 'circle',
|
||
symbolSize: 10,
|
||
itemStyle: { color: '#fbbf24' },
|
||
lineStyle: {
|
||
width: 3,
|
||
shadowColor: 'rgba(251, 191, 36, 0.5)',
|
||
shadowBlur: 10
|
||
},
|
||
data: [-8.0, 13.5] // 春节收入较19年下降8%, 五一收入较19年增长13.5%
|
||
}
|
||
]
|
||
};
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', () => myChart.resize());
|
||
}
|
||
}));
|
||
});
|
||
</script>
|
||
<div x-data="chartData"></div>
|
||
</body>
|
||
</html> |