591 lines
40 KiB
HTML
591 lines
40 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>海峡两岸福建 - 深度投研报告</title>
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background-image:
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</head>
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<body class="min-h-screen">
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<main class="container mx-auto p-4 md:p-8" x-data="{}" x-init="() => {
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<header class="text-center py-12 fade-in">
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<h1 class="text-4xl md:text-6xl font-bold title-glow tracking-widest">海峡两岸福建</h1>
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<p class="text-lg md:text-xl text-primary mt-4">深度投研报告</p>
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<p class="text-xs text-slate-500 mt-2">北京价值前沿科技有限公司 AI投研agent：“价小前投研”</p>
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</header>
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<div class="bento-grid">
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<!-- Concept Event & Timeline -->
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<section class="bento-item glass-card col-span-12 lg:col-span-7 fade-in" style="transition-delay: 100ms;">
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<h2 class="text-2xl font-bold mb-4 text-accent title-glow">概念事件 & 催化时间轴</h2>
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<ul class="timeline timeline-snap-icon max-md:timeline-compact timeline-vertical">
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<li>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic">2024年</time>
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<div class="text-lg font-black text-info">战略定调</div>
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习近平总书记强调“在探索海峡两岸融合发展新路上迈出更大步伐”，中央发布《关于支持福建探索海峡两岸融合发展新路...的意见》，奠定顶层设计。
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</div>
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<hr/>
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</li>
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<li>
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<hr/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end mb-10">
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<time class="font-mono italic">2024-07-23</time>
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<div class="text-lg font-black text-secondary">人社部响应</div>
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出台政策，聚焦为台胞打造就业创业优选地和优化社保服务。
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</div>
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<hr/>
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</li>
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<li>
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<hr/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic">2024-12-03</time>
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<div class="text-lg font-black text-info">“国家队”入场</div>
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中央台办、发改委等48个中央部委召开协调会，标志着“全国家队”级别资源协调与投入。
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</div>
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<hr/>
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</li>
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<li>
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<hr/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end mb-10">
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<time class="font-mono italic">2025-06-12</time>
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<div class="text-lg font-black text-secondary">金融重磅支持</div>
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央行、外汇局发布12条高含金量金融措施，涵盖跨境贸易、投融资、个人购房支付等。
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</div>
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<hr/>
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</li>
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<li>
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<hr/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end">
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<time class="font-mono italic">2025-11-28</time>
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<div class="text-lg font-black text-info">纳入长远规划</div>
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福建省将示范区建设纳入“十五五”规划，确保政策长期性，再次引爆市场。
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</div>
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</li>
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</ul>
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</section>
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<!-- Core Views -->
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<section class="bento-item glass-card col-span-12 lg:col-span-5 flex flex-col justify-between fade-in" style="transition-delay: 200ms;">
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<div>
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<h2 class="text-2xl font-bold mb-4 text-accent title-glow">核心观点摘要</h2>
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<p class="text-base leading-relaxed">“海峡两岸福建”概念是由国家最高意志驱动、多部委协同推进的顶级战略主题。其核心驱动力源于清晰且强烈的<span class="text-primary font-semibold">政策供给</span>。当前，该概念正处于从<span class="text-secondary font-semibold">宏大政策叙事</span>向<span class="text-success font-semibold">具体项目落地</span>过渡的初期阶段，市场情绪高涨但认知尚浅，存在显著的预期差。未来潜力巨大，但实现路径将是渐进式的，短期看基建和金融，长期看产业融合的深度。</p>
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</div>
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<div class="mt-6">
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<h3 class="text-xl font-bold mb-3 text-accent title-glow">概念阶段判断</h3>
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<p class="text-sm">整体处于<span class="text-warning font-semibold">“主题炒作”</span>与<span class="text-info font-semibold">“基本面驱动”</span>的过渡阶段。顶层政策确定性极高，但具体项目和盈利贡献尚处早期，市场呈脉冲式、消息驱动特征。</p>
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</div>
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</section>
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<!-- Core Logic & Expectation Gap -->
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<section class="bento-item glass-card col-span-12 fade-in" style="transition-delay: 300ms;">
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<h2 class="text-2xl font-bold mb-4 text-accent title-glow">核心逻辑与市场认知分析</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-lg font-semibold text-info mb-2">核心驱动力：非对称、自上而下的政策强力驱动</h3>
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<p class="text-sm">概念的根本逻辑源自国家战略层面的政治意愿和经济布局，本质是“以通促融、以惠促融、以情促融”的国家级实验。从最高层到48个部委的协同，都指向为闽台融合创造政策洼地，驱动力强度和确定性极高。</p>
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</div>
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<div>
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<h3 class="text-lg font-semibold text-warning mb-2">市场热度与情绪：高度乐观，伴随短期投机</h3>
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<p class="text-sm">市场表现出极高热度，“福建本地股异动拉升”频现，平潭发展走出“11天8板”行情，甚至出现“谐音概念”股，表明资金高度关注，情绪乐观甚至进入非理性阶段。</p>
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</div>
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</div>
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<div class="mt-6 p-4 border border-warning/30 rounded-xl bg-warning/10">
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<h3 class="text-lg font-semibold text-warning mb-2 flex items-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 mr-2" viewBox="0 0 20 20" fill="currentColor"><path fill-rule="evenodd" d="M8.257 3.099c.765-1.36 2.722-1.36 3.486 0l5.58 9.92c.75 1.334-.213 3.001-1.742 3.001H4.42c-1.53 0-2.493-1.667-1.743-3.001l5.58-9.92zM10 13a1 1 0 110-2 1 1 0 010 2zm-1-8a1 1 0 011-1h.008a1 1 0 011 1v3.012a1 1 0 01-1 1H10a1 1 0 01-1-1V5z" clip-rule="evenodd" /></svg>
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关键预期差分析：宏大叙事与微观现实
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</h3>
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<ul class="list-disc list-inside space-y-2 text-sm mt-2">
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<li><strong class="text-slate-300">“全面开花” vs “重点突破”：</strong>政策蓝图宏大，但落地将分阶段。市场普涨式炒作，可能未甄别出最先、最深度受益的领域（如基建、海上风电）。</li>
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<li><strong class="text-slate-300">“一帆风顺” vs “现实阻力”：</strong>路演揭示，福建海上风电项目因靠近台海，<span class="font-bold text-red-400">军事审批难度大</span>，是项目滞后的原因之一。这是地缘政治对项目落地的实际制约，是市场乐观情绪中可能被忽视的“灰犀牛”。</li>
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<li><strong class="text-slate-300">“直接受益” vs “间接受益”：</strong>市场可能混淆了“区域经济发展概念”与“两岸融合核心概念”，对部分公司的受益程度和估值逻辑存在高估风险。</li>
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</ul>
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</div>
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</section>
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<!-- Industry Chain Chart -->
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<section class="bento-item glass-card col-span-12 fade-in" style="transition-delay: 400ms;">
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<h2 class="text-2xl font-bold mb-4 text-accent title-glow">产业链图谱</h2>
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<div id="industry-chain-chart" style="width: 100%; height: 450px;"></div>
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</section>
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<!-- Catalysts & Future Path -->
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<div class="bento-item glass-card col-span-12 lg:col-span-6 fade-in" style="transition-delay: 500ms;">
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<h2 class="text-2xl font-bold mb-4 text-accent title-glow">关键催化剂 & 未来发展路径</h2>
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<div class="space-y-4">
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<div>
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<h3 class="font-semibold text-info">近期催化剂 (未来3-6个月)</h3>
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<ul class="list-disc list-inside text-sm space-y-1 mt-2">
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<li><span class="font-bold">重大项目开工：</span>“金门供水二期、泉金高速”等项目正式启动。</li>
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<li><span class="font-bold">产业园区落地：</span>“福州马祖产业合作园区”正式挂牌及首批企业入驻。</li>
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<li><span class="font-bold">金融政策细则：</span>地方金融机构推出首款台胞台企专属金融产品。</li>
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<li><span class="font-bold">海风项目审批：</span>2.4吉瓦海上风电竞配结果公布，验证军事审批障碍是否解决。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-semibold text-secondary">长期发展三阶段</h3>
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<ol class="list-decimal list-inside text-sm space-y-1 mt-2">
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<li><strong class="text-slate-300">基础设施互联互通 (当前-2027)：</strong>以“通”为核心，港口、高速、能源网络建设为主。</li>
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<li><strong class="text-slate-300">要素与产业融合 (2027-2030)：</strong>以“惠”与“融”为核心，促进资金、技术、人才流动，形成产业链深度绑定。</li>
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<li><strong class="text-slate-300">社会与规则融合 (2030以后)：</strong>以“情”为核心，推动职业资格互认、社保衔接等制度性融合。</li>
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</ol>
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</div>
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</div>
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</div>
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<!-- Supporting Data -->
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<div class="bento-item glass-card col-span-12 lg:col-span-6 fade-in" style="transition-delay: 600ms;" x-data="{ tab: 'news' }">
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<div class="tabs tabs-boxed bg-black/20 mb-4">
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<a class="tab" :class="{ 'tab-active': tab === 'news' }" @click.prevent="tab = 'news'">新闻数据</a>
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<a class="tab" :class="{ 'tab-active': tab === 'roadshow' }" @click.prevent="tab = 'roadshow'">路演纪要</a>
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<a class="tab" :class="{ 'tab-active': tab === 'report' }" @click.prevent="tab = 'report'">研报精粹</a>
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</div>
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<div x-show="tab === 'news'" x-cloak class="prose prose-sm max-w-none prose-invert prose-headings:text-info">
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<h4>总体政策与高层部署</h4>
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<ul>
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<li><strong>最高层指示：</strong>习近平强调“在探索海峡两岸融合发展新路上迈出更大步伐”。</li>
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<li><strong>中央文件：</strong>所有政策均围绕《关于支持福建...的意见》展开。</li>
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<li><strong>部省际协调：</strong>中央台办、发改委等48个部委与福建省召开工作会议，全力推动政策落实。</li>
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</ul>
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<h4>中央部委具体支持措施</h4>
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<ul>
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<li><strong>人社部：</strong>出台措施打造台胞就业创业优选地。</li>
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<li><strong>央行/外汇局：</strong>印发12条金融措施，支持跨境贸易、投融资便利化，允许为台胞购房款办理跨境人民币收付。</li>
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<li><strong>金融监管总局：</strong>局长赴闽调研，要求银行保险机构打通对台金融服务难点堵点。</li>
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</ul>
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<h4>福建省行动</h4>
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<ul>
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<li><strong>规划：</strong>纳入“十五五”规划，建设“海上福建”，规划金门供水二期、泉金高速等项目。</li>
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<li><strong>惠台措施：</strong>已发布多批次，涵盖金融（设台胞专柜）、用地、产业（沙县小吃、民宿）等。</li>
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</ul>
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</div>
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|
||
<div x-show="tab === 'roadshow'" x-cloak class="prose prose-sm max-w-none prose-invert prose-headings:text-secondary">
|
||
<h4>福建海上风电政策与项目</h4>
|
||
<ul>
|
||
<li><strong>资源优势：</strong>受台湾海峡“狭管效应”影响，福建海风资源全国最优，年利用小时数超4000小时。</li>
|
||
<li><strong>项目规划：</strong>“十四五”规划海风装机容量巨大，省属企业（中闽能源、福能股份）在项目分配中具优势。</li>
|
||
<li><strong class="text-error">核心风险：</strong>市场普遍认为福建靠近台海，<span class="font-bold">军事审批难度大</span>是项目进度滞后的关键原因之一。为规避风险，近期项目以近海为主。</li>
|
||
</ul>
|
||
<h4>核心企业动态</h4>
|
||
<ul>
|
||
<li><strong>中闽能源：</strong>定位为福建省海风运营平台，省内项目盈利能力强（ROE 25%+），在竞标中有优先权。</li>
|
||
<li><strong>起帆电缆：</strong>将福建作为核心战略区域，在平潭建设海缆基地，具“唯一本土海缆企业”优势。</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div x-show="tab === 'report'" x-cloak class="prose prose-sm max-w-none prose-invert prose-headings:text-success">
|
||
<h4>经贸领域支持措施</h4>
|
||
<ul>
|
||
<li><strong>核心目标：</strong>支持福建发挥对台优势，扩大先行示范效应。</li>
|
||
<li><strong>重点合作领域：</strong>电子、锂电、石化、海洋经济。支持福建沿海与金门、马祖密切贸易往来。</li>
|
||
</ul>
|
||
<h4>高等职业教育合作</h4>
|
||
<ul>
|
||
<li><strong>招生创新：</strong>全国率先依据台湾“统测”成绩招收台生。</li>
|
||
<li><strong>师资合作：</strong>鼓励招聘台湾教师，建设两岸教师发展中心。</li>
|
||
</ul>
|
||
<h4>相关上市公司研报观点</h4>
|
||
<ul>
|
||
<li><strong>福能股份：</strong>福建省能源集团旗下平台，海风储备丰富，受益于省内优质风资源和能源政策。</li>
|
||
<li><strong>海峡股份：</strong>在福建拥有福州港、厦门港等重要港口资源，并运营连接福建与台湾的“海峡号”等航线，两岸关系缓和将直接利好其业务。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Core Players Analysis -->
|
||
<section class="bento-item glass-card col-span-12 fade-in" style="transition-delay: 100ms;">
|
||
<h2 class="text-2xl font-bold mb-4 text-accent title-glow">核心玩家深度剖析</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-4">
|
||
<div class="p-4 rounded-xl bg-base-100/50 border border-primary/30">
|
||
<h3 class="font-bold text-primary">平潭发展 (000592)</h3>
|
||
<p class="text-sm mt-1"><strong class="text-slate-300">定位：</strong>逻辑最纯粹的龙头</p>
|
||
<p class="text-xs mt-2"><strong class="text-success">优势：</strong>平潭综合实验区唯一A股上市公司，与示范区高度绑定，是主题辨识度最高的风向标，股价弹性最大。</p>
|
||
<p class="text-xs mt-2"><strong class="text-error">风险：</strong>基本面相对薄弱，业绩高度依赖政策兑现，股价波动巨大，投机色彩浓厚。</p>
|
||
</div>
|
||
<div class="p-4 rounded-xl bg-base-100/50 border border-secondary/30">
|
||
<h3 class="font-bold text-secondary">福建高速 (600033)</h3>
|
||
<p class="text-sm mt-1"><strong class="text-slate-300">定位：</strong>基建领域的排头兵</p>
|
||
<p class="text-xs mt-2"><strong class="text-success">优势：</strong>省内高速龙头，将直接受益于“泉金高速”等规划项目带来的建设和车流量增长，逻辑直接。</p>
|
||
<p class="text-xs mt-2"><strong class="text-error">风险：</strong>基建项目周期长，从规划到利润释放存在较长时间差。</p>
|
||
</div>
|
||
<div class="p-4 rounded-xl bg-base-100/50 border border-info/30">
|
||
<h3 class="font-bold text-info">中闽能源 (600163)</h3>
|
||
<p class="text-sm mt-1"><strong class="text-slate-300">定位：</strong>能源转型的核心力量</p>
|
||
<p class="text-xs mt-2"><strong class="text-success">优势：</strong>福建省海风运营平台，具省属国企优先权。福建海风资源全国最优，项目盈利能力极强(ROE 25%+)。</p>
|
||
<p class="text-xs mt-2"><strong class="text-error">风险：</strong>路演明确指出的军事审批是其最大不确定性，项目进度可能不及预期。</p>
|
||
</div>
|
||
<div class="p-4 rounded-xl bg-base-100/50 border border-warning/30">
|
||
<h3 class="font-bold text-warning">合富中国 (603122)</h3>
|
||
<p class="text-sm mt-1"><strong class="text-slate-300">定位：</strong>金融服务的先行者</p>
|
||
<p class="text-xs mt-2"><strong class="text-success">优势：</strong>A股唯一“台资控股+福建注册+医疗流通”标的，直接受益于医疗耗材集采3%价格扣除和注册互认，逻辑极具稀缺性。</p>
|
||
<p class="text-xs mt-2"><strong class="text-error">风险：</strong>基本面较差，处于亏损状态，政策红利能否扭转业绩尚待观察。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Key Rise Analysis -->
|
||
<section class="bento-item glass-card col-span-12 fade-in" style="transition-delay: 200ms;">
|
||
<h2 class="text-2xl font-bold mb-4 text-accent title-glow">核心异动个股深度解析</h2>
|
||
<div class="space-y-4">
|
||
<div class="collapse collapse-plus bg-base-200/50 glass-card !bg-opacity-100">
|
||
<input type="radio" name="rise-accordion" checked="checked" />
|
||
<div class="collapse-title text-xl font-medium text-secondary">
|
||
厦工股份 (600815) - 装备采购预期
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p class="text-sm"><strong>核心逻辑：</strong>中央文件首次点名“台海通道优先采购福建国企高端施工装备”，叠加福建省国资委要求其控股股东披露资产注入方案，公司作为唯一上市平台，被视为政策、资产、资金三击的直接受益者。公告收购盾构机资产，进一步坐实“台海通道”装备供应商身份。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-base-200/50 glass-card !bg-opacity-100">
|
||
<input type="radio" name="rise-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-info">
|
||
龙洲股份 (002682) - 物流整合预期
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p class="text-sm"><strong>核心逻辑：</strong>政策细则明确对台海运快件“绿色通道”并支持“福建国企参与物流基础设施整合”。公司作为省内唯一集港口、客运、危化品、车辆生产四大稀缺牌照于一身的国企，且市值小，被资金视为“两岸融合+财政注资”的最纯粹标的。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-base-200/50 glass-card !bg-opacity-100">
|
||
<input type="radio" name="rise-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-warning">
|
||
合富中国 (603122) - 医疗政策套利
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p class="text-sm"><strong>核心逻辑：</strong>政策超预期落地，福建对台资医疗耗材企业给予集采3%价格扣除及两岸注册互认。公司作为A股唯一“台资控股+福建注册+医疗流通”标的，独享政策套利空间，业绩弹性预期巨大。平潭仓储基地项目进一步强化其“两岸医药通关绿色通道”的地位。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
|
||
<!-- Full Stock List -->
|
||
<section class="bento-item glass-card col-span-12 fade-in" style="transition-delay: 300ms;">
|
||
<h2 class="text-2xl font-bold mb-4 text-accent title-glow">相关概念股全景列表</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-sm w-full">
|
||
<thead class="text-base text-info">
|
||
<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>
|
||
<th class="bg-transparent">分类</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-primary/10">
|
||
<td class="bg-transparent">平潭发展</td>
|
||
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=000592" target="_blank" class="link link-hover">000592</a></td>
|
||
<td class="bg-transparent">平潭综合实验区是大陆距台湾最近地区，公司为平潭唯一A股上市公司，主营基建投资。</td>
|
||
<td class="bg-transparent badge badge-primary badge-outline">平潭综合实验区</td>
|
||
</tr>
|
||
<tr class="hover:bg-primary/10">
|
||
<td class="bg-transparent">海峡创新</td>
|
||
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=300300" target="_blank" class="link link-hover">300300</a></td>
|
||
<td class="bg-transparent">公司实控人为平潭综合实验区投资促进局。</td>
|
||
<td class="bg-transparent badge badge-primary badge-outline">平潭综合实验区</td>
|
||
</tr>
|
||
<tr class="hover:bg-primary/10">
|
||
<td class="bg-transparent">海通发展</td>
|
||
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=603162" target="_blank" class="link link-hover">603162</a></td>
|
||
<td class="bg-transparent">公司注册地位于福建省平潭综合实验区，主营干散货运输市场。</td>
|
||
<td class="bg-transparent badge badge-primary badge-outline">平潭综合实验区</td>
|
||
</tr>
|
||
<tr class="hover:bg-secondary/10">
|
||
<td class="bg-transparent">厦门港务</td>
|
||
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=000905" target="_blank" class="link link-hover">000905</a></td>
|
||
<td class="bg-transparent">旗下码头是厦门港最大的大型煤炭、铁矿石公共码头。</td>
|
||
<td class="bg-transparent badge badge-secondary badge-outline">交运/商贸</td>
|
||
</tr>
|
||
<tr class="hover:bg-secondary/10">
|
||
<td class="bg-transparent">厦门空港</td>
|
||
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=600897" target="_blank" class="link link-hover">600897</a></td>
|
||
<td class="bg-transparent">厦门机场为海峡西岸龙头机场，是两岸人员往来重要枢纽。</td>
|
||
<td class="bg-transparent badge badge-secondary badge-outline">交运/商贸</td>
|
||
</tr>
|
||
<tr class="hover:bg-secondary/10">
|
||
<td class="bg-transparent">福建高速</td>
|
||
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=600033" target="_blank" class="link link-hover">600033</a></td>
|
||
<td class="bg-transparent">福建省第一大高速上市公司，直接受益于“泉金高速”等规划。</td>
|
||
<td class="bg-transparent badge badge-secondary badge-outline">交运/商贸</td>
|
||
</tr>
|
||
<tr class="hover:bg-secondary/10">
|
||
<td class="bg-transparent">厦门象屿</td>
|
||
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=600057" target="_blank" class="link link-hover">600057</a></td>
|
||
<td class="bg-transparent">大宗商品经营及物流龙头，受益于两岸贸易便利化。</td>
|
||
<td class="bg-transparent badge badge-secondary badge-outline">交运/商贸</td>
|
||
</tr>
|
||
<tr class="hover:bg-secondary/10">
|
||
<td class="bg-transparent">厦门国贸</td>
|
||
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=600755" target="_blank" class="link link-hover">600755</a></td>
|
||
<td class="bg-transparent">供应链管理业务龙头，受益于两岸贸易枢纽建设。</td>
|
||
<td class="bg-transparent badge badge-secondary badge-outline">交运/商贸</td>
|
||
</tr>
|
||
<tr class="hover:bg-accent/10">
|
||
<td class="bg-transparent">福建水泥</td>
|
||
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=600802" target="_blank" class="link link-hover">600802</a></td>
|
||
<td class="bg-transparent">福建省内水泥熟料产能第一，直接受益于基础设施建设。</td>
|
||
<td class="bg-transparent badge badge-accent badge-outline">地产/建材</td>
|
||
</tr>
|
||
<tr class="hover:bg-accent/10">
|
||
<td class="bg-transparent">三钢闽光</td>
|
||
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=002110" target="_blank" class="link link-hover">002110</a></td>
|
||
<td class="bg-transparent">福建本地最大钢铁企业，为基建提供原材料。</td>
|
||
<td class="bg-transparent badge badge-accent badge-outline">地产/建材</td>
|
||
</tr>
|
||
<tr class="hover:bg-accent/10">
|
||
<td class="bg-transparent">中国武夷</td>
|
||
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=000797" target="_blank" class="link link-hover">000797</a></td>
|
||
<td class="bg-transparent">福建省本地最大国资房企，参与区域开发。</td>
|
||
<td class="bg-transparent badge badge-accent badge-outline">地产/建材</td>
|
||
</tr>
|
||
<tr class="hover:bg-info/10">
|
||
<td class="bg-transparent">兴业证券</td>
|
||
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=601377" target="_blank" class="link link-hover">601377</a></td>
|
||
<td class="bg-transparent">福建省第一大券商，被政策点名设立台胞专柜，负责台资板培育。</td>
|
||
<td class="bg-transparent badge badge-info badge-outline">金融</td>
|
||
</tr>
|
||
<tr class="hover:bg-info/10">
|
||
<td class="bg-transparent">厦门银行</td>
|
||
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=601187" target="_blank" class="link link-hover">601187</a></td>
|
||
<td class="bg-transparent">厦门市第一大上市城商行，深度参与对台金融服务。</td>
|
||
<td class="bg-transparent badge badge-info badge-outline">金融</td>
|
||
</tr>
|
||
<tr class="hover:bg-info/10">
|
||
<td class="bg-transparent">兴业银行</td>
|
||
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=601166" target="_blank" class="link link-hover">601166</a></td>
|
||
<td class="bg-transparent">福建省第一大银行，为区域发展提供金融支持。</td>
|
||
<td class="bg-transparent badge badge-info badge-outline">金融</td>
|
||
</tr>
|
||
<tr class="hover:bg-success/10">
|
||
<td class="bg-transparent">中闽能源</td>
|
||
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=600163" target="_blank" class="link link-hover">600163</a></td>
|
||
<td class="bg-transparent">福建省海风运营平台，在项目获取上有优先权，受益于两岸能源合作。</td>
|
||
<td class="bg-transparent badge badge-success badge-outline">能源电力</td>
|
||
</tr>
|
||
<tr class="hover:bg-success/10">
|
||
<td class="bg-transparent">闽东电力</td>
|
||
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=000993" target="_blank" class="link link-hover">000993</a></td>
|
||
<td class="bg-transparent">福建宁德市唯一电力上市公司，参与区域能源供应。</td>
|
||
<td class="bg-transparent badge badge-success badge-outline">能源电力</td>
|
||
</tr>
|
||
<tr class="hover:bg-warning/10">
|
||
<td class="bg-transparent">榕基软件</td>
|
||
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=002474" target="_blank" class="link link-hover">002474</a></td>
|
||
<td class="bg-transparent">福建本地软件服务商，有望参与两岸数字化、智能化合作项目。</td>
|
||
<td class="bg-transparent badge badge-warning badge-outline">TMT</td>
|
||
</tr>
|
||
<tr class="hover:bg-warning/10">
|
||
<td class="bg-transparent">福光股份</td>
|
||
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=688010" target="_blank" class="link link-hover">688010</a></td>
|
||
<td class="bg-transparent">全球光学镜头重要制造商，受益于两岸电子产业融合。</td>
|
||
<td class="bg-transparent badge badge-warning badge-outline">TMT</td>
|
||
</tr>
|
||
</tbody>
|
||
<tfoot>
|
||
<tr class="text-xs text-slate-500">
|
||
<td colspan="4" class="bg-transparent text-center">以上为部分代表性公司，完整列表请咨询专业投资顾问。谐音概念股因投机性强未列入主表。</td>
|
||
</tr>
|
||
</tfoot>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
</div>
|
||
|
||
<footer class="text-center py-8 mt-8 fade-in">
|
||
<p class="text-xs text-slate-500">本报告由北京价值前沿科技有限公司AI投研agent“价小前投研”基于公开数据合成，不构成任何投资建议。</p>
|
||
<p class="text-xs text-slate-500">报告内容仅供参考，据此操作，风险自担。投资需谨慎。</p>
|
||
</footer>
|
||
</main>
|
||
|
||
<script>
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document.addEventListener('DOMContentLoaded', function () {
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var chartDom = document.getElementById('industry-chain-chart');
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var myChart = echarts.init(chartDom, 'dark'); // Use 'dark' theme
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var option;
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const data = {
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name: '海峡两岸福建产业链',
|
||
children: [
|
||
{
|
||
name: '上游：基础建设与要素供给',
|
||
children: [
|
||
{ name: '基建与建材', children: [
|
||
{ name: '福建高速' }, { name: '福建水泥' }, { name: '三钢闽光' }, { name: '厦工股份' }
|
||
]},
|
||
{ name: '能源电力', children: [
|
||
{ name: '中闽能源' }, { name: '福能股份' }
|
||
]}
|
||
]
|
||
},
|
||
{
|
||
name: '中游：平台与服务',
|
||
children: [
|
||
{ name: '交通运输与商贸', children: [
|
||
{ name: '厦门港务' }, { name: '厦门空港' }, { name: '厦门象屿' }, { name: '龙洲股份' }
|
||
]},
|
||
{ name: '金融服务', children: [
|
||
{ name: '兴业银行' }, { name: '兴业证券' }, { name: '厦门银行' }
|
||
]}
|
||
]
|
||
},
|
||
{
|
||
name: '下游：产业融合与示范应用',
|
||
children: [
|
||
{ name: '区域开发', children: [
|
||
{ name: '平潭发展' }, { name: '海峡创新' }
|
||
]},
|
||
{ name: '产业合作', children: [
|
||
{ name: 'TMT (榕基软件)' }, { name: '现代农业 (福建金森)' }, { name: '消费零售 (永辉超市)' }
|
||
]},
|
||
{ name: '医疗服务', children: [
|
||
{ name: '合富中国' }
|
||
]}
|
||
]
|
||
}
|
||
]
|
||
};
|
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|
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triggerOn: 'mousemove',
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|
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borderColor: '#64748b',
|
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textStyle: {
|
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color: '#e2e8f0'
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}
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},
|
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series: [
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{
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type: 'tree',
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data: [data],
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top: '5%',
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left: '10%',
|
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bottom: '5%',
|
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right: '20%',
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symbolSize: 10,
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label: {
|
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position: 'left',
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verticalAlign: 'middle',
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fontSize: 12,
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color: '#e0e0e0'
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},
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label: {
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expandAndCollapse: true,
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animationDuration: 550,
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animationDurationUpdate: 750
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}
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]
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};
|
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|
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myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
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});
|
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</script>
|
||
</body>
|
||
|
||
</html> |