755 lines
40 KiB
HTML
755 lines
40 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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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, shrink-to-fit=no">
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<title>预制菜产业发展报告</title>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/dist/full.min.css" rel="stylesheet" type="text/css" />
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<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
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<style>
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body {
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font-family: 'Inter', sans-serif;
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background-color: #f8fafc;
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color: #334155;
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}
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.timeline-item::before {
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content: '';
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position: absolute;
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left: 0;
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top: 0;
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height: 100%;
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width: 2px;
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background: linear-gradient(to bottom, #10b981, #3b82f6);
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}
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.timeline-dot {
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position: absolute;
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left: -6px;
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top: 8px;
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width: 14px;
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height: 14px;
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border-radius: 50%;
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background-color: #10b981;
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border: 2px solid white;
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box-shadow: 0 0 0 4px rgba(16, 185, 129, 0.2);
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}
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.card-hover {
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transition: all 0.3s ease;
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}
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.card-hover:hover {
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transform: translateY(-5px);
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box-shadow: 0 10px 25px -5px rgba(0, 0, 0, 0.1), 0 10px 10px -5px rgba(0, 0, 0, 0.04);
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}
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#particles-js {
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position: fixed;
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width: 100%;
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height: 100%;
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top: 0;
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left: 0;
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z-index: -1;
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opacity: 0.4;
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}
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.gradient-text {
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background: linear-gradient(135deg, #10b981, #3b82f6);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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background-clip: text;
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}
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.table-container {
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overflow-x: auto;
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}
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@media (max-width: 768px) {
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.table-container {
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font-size: 0.75rem;
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}
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}
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</style>
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</head>
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<body>
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- 标题部分 -->
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<header class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 gradient-text">预制菜产业发展报告</h1>
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<p class="text-lg text-gray-600 max-w-3xl mx-auto">政策规范驱动的"洗牌期"，行业整合与龙头集中化趋势分析</p>
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</header>
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<!-- 执行摘要 -->
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<section class="mb-12">
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<div class="bg-white rounded-xl shadow-lg p-6 card-hover">
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<div class="flex items-center mb-4">
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<i class="fas fa-lightbulb text-yellow-500 text-2xl mr-3"></i>
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<h2 class="text-2xl font-bold text-gray-800">核心观点摘要</h2>
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</div>
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<div class="bg-gradient-to-r from-green-50 to-blue-50 rounded-lg p-5 border-l-4 border-green-500">
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<p class="text-lg leading-relaxed">
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预制菜产业正处于<strong class="text-green-600">政策规范驱动的"洗牌期"</strong>，短期受食品安全争议压制，但长期受益于B端餐饮连锁化（渗透率仅19%→目标54%）和C端"懒人经济"崛起。
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<strong class="text-blue-600">2026年市场规模有望突破1万亿元</strong>（2023年5165亿元），<strong class="text-purple-600">具备全产业链整合能力的企业将胜出</strong>。
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</p>
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</div>
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</div>
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</section>
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<!-- 时间轴 -->
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<section class="mb-12">
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<div class="bg-white rounded-xl shadow-lg p-6 card-hover">
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<div class="flex items-center mb-6">
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<i class="fas fa-history text-blue-500 text-2xl mr-3"></i>
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<h2 class="text-2xl font-bold text-gray-800">概念事件时间轴</h2>
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</div>
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<div class="relative pl-8">
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<div class="timeline-item relative mb-6">
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<div class="timeline-dot"></div>
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<div class="ml-6">
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<h3 class="font-bold text-lg text-blue-600">2022年3月</h3>
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<p class="text-gray-700">广东省率先出台《加快推进预制菜产业高质量发展十条措施》，首次将预制菜纳入省级战略。</p>
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</div>
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</div>
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<div class="timeline-item relative mb-6">
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<div class="timeline-dot"></div>
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<div class="ml-6">
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<h3 class="font-bold text-lg text-blue-600">2023年2月</h3>
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<p class="text-gray-700">中央一号文件首次提及"培育发展预制菜产业"，标志国家级政策背书。</p>
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</div>
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</div>
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<div class="timeline-item relative mb-6">
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<div class="timeline-dot"></div>
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<div class="ml-6">
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<h3 class="font-bold text-lg text-blue-600">2024年3月18日</h3>
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<p class="text-gray-700">市场监管总局等六部门联合发布《关于加强预制菜食品安全监管的通知》，<strong class="text-red-500">明确预制菜定义</strong>（不添加防腐剂、需冷链运输），并排除主食/中央厨房产品，<strong class="text-red-500">行业准入门槛陡升</strong>。</p>
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</div>
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</div>
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<div class="timeline-item relative mb-6">
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<div class="timeline-dot"></div>
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<div class="ml-6">
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<h3 class="font-bold text-lg text-blue-600">2024年5月</h3>
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<p class="text-gray-700">广东提出"预制菜出海"新模式（共享工厂+海外仓），2023年广东预制菜出口<strong class="text-green-600">317亿元</strong>（占全国20%）。</p>
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</div>
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</div>
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<div class="timeline-item relative mb-6">
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<div class="timeline-dot"></div>
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<div class="ml-6">
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<h3 class="font-bold text-lg text-blue-600">2024年9月</h3>
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<p class="text-gray-700">乡村基董事长李红因"预制菜质疑"<strong class="text-red-500">关闭重庆中央工厂</strong>，凸显C端信任危机。</p>
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</div>
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</div>
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<div class="timeline-item relative">
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<div class="timeline-dot"></div>
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<div class="ml-6">
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<h3 class="font-bold text-lg text-blue-600">2025年1月</h3>
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<p class="text-gray-700">国家市场监管总局回应人大代表提案，<strong class="text-purple-600">正在完善预制菜标准体系</strong>。</p>
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</div>
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</div>
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</div>
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</div>
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</section>
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<!-- 核心逻辑分析 -->
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<section class="mb-12">
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-white rounded-xl shadow-lg p-6 card-hover">
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<div class="flex items-center mb-4">
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<i class="fas fa-rocket text-green-500 text-xl mr-3"></i>
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<h3 class="text-xl font-bold text-gray-800">核心驱动力</h3>
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</div>
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
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<div>
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<p class="font-medium">政策强制出清</p>
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<p class="text-sm text-gray-600">2024年新规禁止防腐剂+要求冷链，<strong class="text-red-500">淘汰60%中小作坊</strong>（安徽阜阳70%企业已停业整顿）。</p>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
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<div>
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<p class="font-medium">B端刚性需求</p>
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<p class="text-sm text-gray-600">连锁餐饮降本增效（预制菜可降低<strong class="text-blue-500">8%总成本</strong>，人力成本节省6%），2023年餐饮连锁化率仅19%（美国54%），<strong class="text-blue-500">提升空间巨大</strong>。</p>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
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<div>
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<p class="font-medium">C端渗透加速</p>
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<p class="text-sm text-gray-600">家庭小型化（户均2.62人→2030年独居率30%）+工作时间延长（48.5小时/周），<strong class="text-purple-500">Z世代消费占比从4.2%→11.2%</strong>。</p>
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</div>
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</li>
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</ul>
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</div>
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<div class="bg-white rounded-xl shadow-lg p-6 card-hover">
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<div class="flex items-center mb-4">
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<i class="fas fa-chart-line text-blue-500 text-xl mr-3"></i>
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<h3 class="text-xl font-bold text-gray-800">市场热度与情绪</h3>
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</div>
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-file-alt text-blue-500 mt-1 mr-2"></i>
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<div>
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<p class="font-medium">研报密集度</p>
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<p class="text-sm text-gray-600">2024年Q2以来<strong class="text-blue-500">15篇深度报告</strong>聚焦预制菜，<strong class="text-green-500">安井食品、千味央厨、龙大美食</strong>被反复推荐。</p>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-balance-scale text-blue-500 mt-1 mr-2"></i>
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<div>
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<p class="font-medium">情绪分化</p>
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<p class="text-sm text-gray-600">B端资本持续流入（2024年河南/山东产业园获<strong class="text-green-500">百亿级基金</strong>），C端因"315槽头肉事件"负面舆情（<strong class="text-red-500">负面评价下降6.15pct</strong>）。</p>
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</div>
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</li>
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</ul>
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</div>
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<div class="bg-white rounded-xl shadow-lg p-6 card-hover">
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<div class="flex items-center mb-4">
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<i class="fas fa-search text-purple-500 text-xl mr-3"></i>
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<h3 class="text-xl font-bold text-gray-800">预期差分析</h3>
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</div>
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<div class="space-y-3">
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<div class="bg-purple-50 p-3 rounded-lg">
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<p class="font-medium text-purple-700 mb-1">市场共识</p>
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<p class="text-sm">行业将复制日本CR5=64%的集中度路径。</p>
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</div>
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<div class="bg-blue-50 p-3 rounded-lg">
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<p class="font-medium text-blue-700 mb-1">被忽略点</p>
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<ul class="text-sm space-y-1">
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<li>• <strong class="text-red-500">冷链缺口</strong>：中国冷链流通率仅30%（发达国家90%），<strong class="text-red-500">区域性企业仍受半径限制</strong>。</li>
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<li>• <strong class="text-red-500">品类陷阱</strong>：酸菜鱼等"伪大单品"同质化严重（<strong class="text-red-500">60%企业SKU重叠</strong>），<strong class="text-green-500">深加工壁垒更高的水产/禽类预制菜被低估</strong>（如国联水产烤鱼、圣农发展鸡肉调理品）。</li>
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</ul>
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</div>
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</div>
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</div>
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</div>
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</section>
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<!-- 关键催化剂 -->
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<section class="mb-12">
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<div class="bg-white rounded-xl shadow-lg p-6 card-hover">
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<div class="flex items-center mb-6">
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<i class="fas fa-fire text-orange-500 text-2xl mr-3"></i>
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<h2 class="text-2xl font-bold text-gray-800">关键催化剂与未来发展路径</h2>
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</div>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="bg-gradient-to-br from-orange-50 to-yellow-50 rounded-lg p-5 border-l-4 border-orange-500">
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<h3 class="text-xl font-bold text-orange-700 mb-3">近期催化剂（3-6个月）</h3>
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<ol class="space-y-3">
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<li class="flex items-start">
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<span class="bg-orange-500 text-white rounded-full w-6 h-6 flex items-center justify-center text-sm font-bold mr-3 flex-shrink-0">1</span>
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<div>
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<p class="font-medium">国标落地</p>
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<p class="text-sm text-gray-700">2025年Q1预计发布<strong class="text-orange-600">预制菜食品安全国家标准</strong>，明确添加剂限量和冷链标准，<strong class="text-green-600">直接利好头部企业</strong>（安井、味知香）。</p>
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</div>
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</li>
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<li class="flex items-start">
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<span class="bg-orange-500 text-white rounded-full w-6 h-6 flex items-center justify-center text-sm font-bold mr-3 flex-shrink-0">2</span>
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<div>
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<p class="font-medium">出海订单</p>
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<p class="text-sm text-gray-700">广东"共享工厂"模式首批试点企业（<strong class="text-blue-600">益客食品</strong>已签约香港厂商联合会），<strong class="text-blue-600">2024年出口增速或超30%</strong>。</p>
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</div>
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</li>
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<li class="flex items-start">
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<span class="bg-orange-500 text-white rounded-full w-6 h-6 flex items-center justify-center text-sm font-bold mr-3 flex-shrink-0">3</span>
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<div>
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<p class="font-medium">旺季催化</p>
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<p class="text-sm text-gray-700">2025年春节预制菜礼盒预售（叮咚买菜2024年1月销售额<strong class="text-green-600">环比+120%</strong>）。</p>
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</div>
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</li>
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</ol>
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</div>
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<div class="bg-gradient-to-br from-blue-50 to-indigo-50 rounded-lg p-5 border-l-4 border-blue-500">
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<h3 class="text-xl font-bold text-blue-700 mb-3">长期路径</h3>
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<div class="space-y-4">
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<div>
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<div class="flex justify-between mb-1">
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<span class="font-medium">2024-2026年</span>
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<span class="text-sm text-gray-600">政策出清+产能整合</span>
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</div>
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<div class="w-full bg-gray-200 rounded-full h-2.5">
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<div class="bg-blue-600 h-2.5 rounded-full" style="width: 35%"></div>
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</div>
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<p class="text-sm text-gray-600 mt-1"><strong class="text-blue-600">CR5从22%→35%</strong></p>
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</div>
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<div>
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<div class="flex justify-between mb-1">
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<span class="font-medium">2027-2030年</span>
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<span class="text-sm text-gray-600">C端渗透率突破15%（当前<5%）</span>
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</div>
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<div class="w-full bg-gray-200 rounded-full h-2.5">
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<div class="bg-indigo-600 h-2.5 rounded-full" style="width: 15%"></div>
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</div>
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<p class="text-sm text-gray-600 mt-1"><strong class="text-indigo-600">健康化/地域化产品</strong>（如低钠佛跳墙、川味小酥肉）成为新增长点</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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</section>
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<!-- 产业链分析 -->
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<section class="mb-12">
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<div class="bg-white rounded-xl shadow-lg p-6 card-hover">
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<div class="flex items-center mb-6">
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<i class="fas fa-project-diagram text-indigo-500 text-2xl mr-3"></i>
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<h2 class="text-2xl font-bold text-gray-800">产业链与核心公司深度剖析</h2>
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</div>
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<div class="mb-6">
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<h3 class="text-xl font-bold text-gray-800 mb-3">产业链图谱</h3>
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<div class="bg-gradient-to-r from-indigo-50 to-purple-50 rounded-lg p-5">
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<div class="flex flex-wrap justify-center items-center gap-4">
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<div class="bg-indigo-100 rounded-lg px-4 py-2 text-center">
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<p class="font-bold text-indigo-700">上游</p>
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<p class="text-sm">原料（双汇/圣农）</p>
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</div>
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<i class="fas fa-arrow-right text-indigo-500"></i>
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<div class="bg-purple-100 rounded-lg px-4 py-2 text-center">
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<p class="font-bold text-purple-700">中游</p>
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<p class="text-sm">加工（安井/千味）</p>
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</div>
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<i class="fas fa-arrow-right text-purple-500"></i>
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<div class="bg-pink-100 rounded-lg px-4 py-2 text-center">
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<p class="font-bold text-pink-700">下游</p>
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<p class="text-sm">B端（海底捞）+C端（叮咚买菜）</p>
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</div>
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<i class="fas fa-arrow-right text-pink-500"></i>
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<div class="bg-blue-100 rounded-lg px-4 py-2 text-center">
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<p class="font-bold text-blue-700">配套</p>
|
||
<p class="text-sm">冷链（海容冷链）+检测（华测检测）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-bold text-gray-800 mb-3">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
|
||
<thead>
|
||
<tr class="bg-gray-100">
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700 border-b">公司</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700 border-b">优势</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700 border-b">风险点</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700 border-b">验证数据</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">安井食品</td>
|
||
<td class="py-3 px-4 border-b">全产业链布局（12基地+并购新柳伍）</td>
|
||
<td class="py-3 px-4 border-b">预制菜毛利率仅9.7%（低于火锅料）</td>
|
||
<td class="py-3 px-4 border-b">2023年菜肴制品收入<strong class="text-green-600">31亿元</strong>（+58%）</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">千味央厨</td>
|
||
<td class="py-3 px-4 border-b">B端定制龙头（绑定百胜中国）</td>
|
||
<td class="py-3 px-4 border-b">过度依赖大客户（百胜占比21%）</td>
|
||
<td class="py-3 px-4 border-b">2023年预制菜收入<strong class="text-green-600">2843万元</strong>（+101%）</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">龙大美食</td>
|
||
<td class="py-3 px-4 border-b">生猪全产业链（自供原料降本）</td>
|
||
<td class="py-3 px-4 border-b">猪价波动影响利润弹性</td>
|
||
<td class="py-3 px-4 border-b">2024年预制菜规模<strong class="text-green-600">20亿元</strong>（占比19%）</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">国联水产</td>
|
||
<td class="py-3 px-4 border-b">水产预制菜技术领先（烤鱼大单品）</td>
|
||
<td class="py-3 px-4 border-b">出口依赖度高（汇率风险）</td>
|
||
<td class="py-3 px-4 border-b">2023年烤鱼收入<strong class="text-green-600">超3亿元</strong>（占水产类30%）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="mt-4 bg-yellow-50 border-l-4 border-yellow-500 p-4 rounded">
|
||
<p class="font-bold text-yellow-700 mb-1">验证与证伪</p>
|
||
<p class="text-sm">研报称"预制菜出口高增长"，但<strong class="text-red-500">益客食品</strong>路演显示其出口占比仅<strong class="text-red-500">5%</strong>（主要依赖国内B端），<strong class="text-red-500">需跟踪2025年实际订单</strong>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 风险分析 -->
|
||
<section class="mb-12">
|
||
<div class="bg-white rounded-xl shadow-lg p-6 card-hover">
|
||
<div class="flex items-center mb-6">
|
||
<i class="fas fa-exclamation-triangle text-red-500 text-2xl mr-3"></i>
|
||
<h2 class="text-2xl font-bold text-gray-800">潜在风险与挑战</h2>
|
||
</div>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-red-50 rounded-lg p-4 border-l-4 border-red-500">
|
||
<h3 class="font-bold text-red-700 mb-2">技术风险</h3>
|
||
<p class="text-sm">即烹类预制菜<strong class="text-red-600">口感还原度不足</strong>（如酸菜鱼复购率仅30%），需突破液氮锁鲜/酶解去腥技术。</p>
|
||
</div>
|
||
<div class="bg-orange-50 rounded-lg p-4 border-l-4 border-orange-500">
|
||
<h3 class="font-bold text-orange-700 mb-2">商业化风险</h3>
|
||
<p class="text-sm">C端价格战激烈（<strong class="text-orange-600">小酥肉出厂价已从30元→18元/袋</strong>），<strong class="text-red-600">侵蚀利润</strong>。</p>
|
||
</div>
|
||
<div class="bg-yellow-50 rounded-lg p-4 border-l-4 border-yellow-500">
|
||
<h3 class="font-bold text-yellow-700 mb-2">政策风险</h3>
|
||
<p class="text-sm">若地方保护主义导致<strong class="text-yellow-600">"选择性执法"</strong>（如四川新规排除中央厨房），可能扭曲竞争。</p>
|
||
</div>
|
||
<div class="bg-purple-50 rounded-lg p-4 border-l-4 border-purple-500">
|
||
<h3 class="font-bold text-purple-700 mb-2">信息矛盾</h3>
|
||
<p class="text-sm">路演专家提到"<strong class="text-purple-600">不添加防腐剂成本仅增3-5%</strong>"，但经销商反馈"<strong class="text-red-600">冷链成本占售价15-20%</strong>"，<strong class="text-red-600">实际成本压力被低估</strong>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 投资启示 -->
|
||
<section class="mb-12">
|
||
<div class="bg-gradient-to-r from-green-50 to-blue-50 rounded-xl shadow-lg p-6 card-hover">
|
||
<div class="flex items-center mb-6">
|
||
<i class="fas fa-chart-pie text-green-500 text-2xl mr-3"></i>
|
||
<h2 class="text-2xl font-bold text-gray-800">综合结论与投资启示</h2>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-bold text-gray-800 mb-3">阶段判断</h3>
|
||
<div class="bg-white rounded-lg p-4 shadow">
|
||
<p class="text-lg">从<strong class="text-purple-600">主题炒作</strong>（2020-2023年）进入<strong class="text-green-600">基本面驱动</strong>（2024年起），<strong class="text-blue-600">政策+成本+需求三重共振</strong>。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-bold text-gray-800 mb-3">投资方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-white rounded-lg p-4 shadow">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-seedling text-green-500 text-xl mr-2"></i>
|
||
<h4 class="font-bold text-green-700">上游资源型</h4>
|
||
</div>
|
||
<ul class="text-sm space-y-1">
|
||
<li>• <strong class="text-green-600">圣农发展</strong>（鸡肉调理品+自建冷链）</li>
|
||
<li>• <strong class="text-green-600">国联水产</strong>（水产预制菜+出口弹性）</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-white rounded-lg p-4 shadow">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-industry text-blue-500 text-xl mr-2"></i>
|
||
<h4 class="font-bold text-blue-700">中游加工龙头</h4>
|
||
</div>
|
||
<ul class="text-sm space-y-1">
|
||
<li>• <strong class="text-blue-600">安井食品</strong>（产能+渠道壁垒）</li>
|
||
<li>• <strong class="text-blue-600">千味央厨</strong>（B端定制稀缺性）</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-white rounded-lg p-4 shadow">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-cogs text-purple-500 text-xl mr-2"></i>
|
||
<h4 class="font-bold text-purple-700">配套环节</h4>
|
||
</div>
|
||
<ul class="text-sm space-y-1">
|
||
<li>• <strong class="text-purple-600">海容冷链</strong>（冷库建设需求）</li>
|
||
<li>• <strong class="text-purple-600">华测检测</strong>（食品安全标准受益）</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-bold text-gray-800 mb-3">跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-white rounded-lg p-4 shadow flex items-center">
|
||
<i class="fas fa-calendar-check text-indigo-500 text-2xl mr-3"></i>
|
||
<div>
|
||
<p class="font-bold text-indigo-700">2025年春节动销数据</p>
|
||
<p class="text-sm text-gray-600">C端礼盒渗透率</p>
|
||
</div>
|
||
</div>
|
||
<div class="bg-white rounded-lg p-4 shadow flex items-center">
|
||
<i class="fas fa-percentage text-green-500 text-2xl mr-3"></i>
|
||
<div>
|
||
<p class="font-bold text-green-700">头部企业预制菜毛利率</p>
|
||
<p class="text-sm text-gray-600">能否突破15%</p>
|
||
</div>
|
||
</div>
|
||
<div class="bg-white rounded-lg p-4 shadow flex items-center">
|
||
<i class="fas fa-truck text-blue-500 text-2xl mr-3"></i>
|
||
<div>
|
||
<p class="font-bold text-blue-700">冷链物流覆盖率</p>
|
||
<p class="text-sm text-gray-600">2025年目标30% vs 当前10%</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 bg-gradient-to-r from-green-500 to-blue-500 rounded-lg p-5 text-white">
|
||
<p class="text-xl font-bold text-center">预制菜产业正经历"政策规范→产能出清→龙头集中"的第二阶段，具备全产业链控制力的企业将享受估值与业绩双击</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<section class="mb-12">
|
||
<div class="bg-white rounded-xl shadow-lg p-6 card-hover">
|
||
<div class="flex items-center mb-6">
|
||
<i class="fas fa-table text-blue-500 text-2xl mr-3"></i>
|
||
<h2 class="text-2xl font-bold text-gray-800">关联股票数据</h2>
|
||
</div>
|
||
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
|
||
<thead>
|
||
<tr class="bg-gray-100">
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700 border-b">股票名称</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700 border-b">行业/项目</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700 border-b">产业链</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700 border-b">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">国联水产</td>
|
||
<td class="py-3 px-4 border-b">水产</td>
|
||
<td class="py-3 px-4 border-b">上游供应商</td>
|
||
<td class="py-3 px-4 border-b">预制菜国标报送稿已经出炉，最快半年内便会有结果</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">大湖股份</td>
|
||
<td class="py-3 px-4 border-b">水产</td>
|
||
<td class="py-3 px-4 border-b">上游供应商</td>
|
||
<td class="py-3 px-4 border-b">预制菜国标报送稿已经出炉，最快半年内便会有结果</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">好当家</td>
|
||
<td class="py-3 px-4 border-b">水产</td>
|
||
<td class="py-3 px-4 border-b">上游供应商</td>
|
||
<td class="py-3 px-4 border-b">预制菜国标报送稿已经出炉，最快半年内便会有结果</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">百洋股份</td>
|
||
<td class="py-3 px-4 border-b">水产</td>
|
||
<td class="py-3 px-4 border-b">上游供应商</td>
|
||
<td class="py-3 px-4 border-b">预制菜国标报送稿已经出炉，最快半年内便会有结果</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">得利斯</td>
|
||
<td class="py-3 px-4 border-b">猪/牛肉</td>
|
||
<td class="py-3 px-4 border-b">上游供应商</td>
|
||
<td class="py-3 px-4 border-b">预制菜国标报送稿已经出炉，最快半年内便会有结果</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">龙大美食</td>
|
||
<td class="py-3 px-4 border-b">猪/牛肉</td>
|
||
<td class="py-3 px-4 border-b">上游供应商</td>
|
||
<td class="py-3 px-4 border-b">预制菜国标报送稿已经出炉，最快半年内便会有结果</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">上海梅林</td>
|
||
<td class="py-3 px-4 border-b">猪/牛肉</td>
|
||
<td class="py-3 px-4 border-b">上游供应商</td>
|
||
<td class="py-3 px-4 border-b">预制菜国标报送稿已经出炉，最快半年内便会有结果</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">湘佳股份</td>
|
||
<td class="py-3 px-4 border-b">猪/牛肉</td>
|
||
<td class="py-3 px-4 border-b">上游供应商</td>
|
||
<td class="py-3 px-4 border-b">预制菜国标报送稿已经出炉，最快半年内便会有结果</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">福成股份</td>
|
||
<td class="py-3 px-4 border-b">猪/牛肉</td>
|
||
<td class="py-3 px-4 border-b">上游供应商</td>
|
||
<td class="py-3 px-4 border-b">预制菜国标报送稿已经出炉，最快半年内便会有结果</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">春雪食品</td>
|
||
<td class="py-3 px-4 border-b">鸡/鸭肉</td>
|
||
<td class="py-3 px-4 border-b">上游供应商</td>
|
||
<td class="py-3 px-4 border-b">预制菜国标报送稿已经出炉，最快半年内便会有结果</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">圣农发展</td>
|
||
<td class="py-3 px-4 border-b">鸡/鸭肉</td>
|
||
<td class="py-3 px-4 border-b">上游供应商</td>
|
||
<td class="py-3 px-4 border-b">预制菜国标报送稿已经出炉，最快半年内便会有结果</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">益客食品</td>
|
||
<td class="py-3 px-4 border-b">鸡/鸭肉</td>
|
||
<td class="py-3 px-4 border-b">上游供应商</td>
|
||
<td class="py-3 px-4 border-b">预制菜国标报送稿已经出炉，最快半年内便会有结果</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">华英农业</td>
|
||
<td class="py-3 px-4 border-b">鸡/鸭肉</td>
|
||
<td class="py-3 px-4 border-b">上游供应商</td>
|
||
<td class="py-3 px-4 border-b">预制菜国标报送稿已经出炉，最快半年内便会有结果</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">味知香</td>
|
||
<td class="py-3 px-4 border-b">专业预制菜</td>
|
||
<td class="py-3 px-4 border-b">垂直领域</td>
|
||
<td class="py-3 px-4 border-b">预制菜国标报送稿已经出炉，最快半年内便会有结果</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">安井食品</td>
|
||
<td class="py-3 px-4 border-b">速冻食品</td>
|
||
<td class="py-3 px-4 border-b">配套产业</td>
|
||
<td class="py-3 px-4 border-b">预制菜国标报送稿已经出炉，最快半年内便会有结果</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">千味央厨</td>
|
||
<td class="py-3 px-4 border-b">速冻食品</td>
|
||
<td class="py-3 px-4 border-b">配套产业</td>
|
||
<td class="py-3 px-4 border-b">预制菜国标报送稿已经出炉，最快半年内便会有结果</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">惠发食品</td>
|
||
<td class="py-3 px-4 border-b">速冻食品</td>
|
||
<td class="py-3 px-4 border-b">配套产业</td>
|
||
<td class="py-3 px-4 border-b">预制菜国标报送稿已经出炉，最快半年内便会有结果</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">海欣食品</td>
|
||
<td class="py-3 px-4 border-b">速冻食品</td>
|
||
<td class="py-3 px-4 border-b">配套产业</td>
|
||
<td class="py-3 px-4 border-b">预制菜国标报送稿已经出炉，最快半年内便会有结果</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">三全食品</td>
|
||
<td class="py-3 px-4 border-b">速冻食品</td>
|
||
<td class="py-3 px-4 border-b">配套产业</td>
|
||
<td class="py-3 px-4 border-b">预制菜国标报送稿已经出炉，最快半年内便会有结果</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">广州酒家</td>
|
||
<td class="py-3 px-4 border-b">线下餐饮</td>
|
||
<td class="py-3 px-4 border-b">销售渠道</td>
|
||
<td class="py-3 px-4 border-b">预制菜国标报送稿已经出炉，最快半年内便会有结果</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">同庆楼</td>
|
||
<td class="py-3 px-4 border-b">线下餐饮</td>
|
||
<td class="py-3 px-4 border-b">销售渠道</td>
|
||
<td class="py-3 px-4 border-b">预制菜国标报送稿已经出炉，最快半年内便会有结果</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">全聚德</td>
|
||
<td class="py-3 px-4 border-b">线下餐饮</td>
|
||
<td class="py-3 px-4 border-b">销售渠道</td>
|
||
<td class="py-3 px-4 border-b">预制菜国标报送稿已经出炉，最快半年内便会有结果</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">紫燕食品</td>
|
||
<td class="py-3 px-4 border-b">线下餐饮</td>
|
||
<td class="py-3 px-4 border-b">销售渠道</td>
|
||
<td class="py-3 px-4 border-b">预制菜国标报送稿已经出炉，最快半年内便会有结果</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">西安饮食</td>
|
||
<td class="py-3 px-4 border-b">线下餐饮</td>
|
||
<td class="py-3 px-4 border-b">销售渠道</td>
|
||
<td class="py-3 px-4 border-b">预制菜国标报送稿已经出炉，最快半年内便会有结果</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">巴比食品</td>
|
||
<td class="py-3 px-4 border-b">线下餐饮</td>
|
||
<td class="py-3 px-4 border-b">销售渠道</td>
|
||
<td class="py-3 px-4 border-b">预制菜国标报送稿已经出炉，最快半年内便会有结果</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">五芳斋</td>
|
||
<td class="py-3 px-4 border-b">线下餐饮</td>
|
||
<td class="py-3 px-4 border-b">销售渠道</td>
|
||
<td class="py-3 px-4 border-b">预制菜国标报送稿已经出炉，最快半年内便会有结果</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">桂发祥</td>
|
||
<td class="py-3 px-4 border-b">线下餐饮</td>
|
||
<td class="py-3 px-4 border-b">销售渠道</td>
|
||
<td class="py-3 px-4 border-b">预制菜国标报送稿已经出炉，最快半年内便会有结果</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">四方冷链</td>
|
||
<td class="py-3 px-4 border-b">冷链运输</td>
|
||
<td class="py-3 px-4 border-b">配套产业</td>
|
||
<td class="py-3 px-4 border-b">预制菜国标报送稿已经出炉，最快半年内便会有结果</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">海容冷链</td>
|
||
<td class="py-3 px-4 border-b">冷链运输</td>
|
||
<td class="py-3 px-4 border-b">配套产业</td>
|
||
<td class="py-3 px-4 border-b">预制菜国标报送稿已经出炉，最快半年内便会有结果</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">晶雪节能</td>
|
||
<td class="py-3 px-4 border-b">冷链运输</td>
|
||
<td class="py-3 px-4 border-b">配套产业</td>
|
||
<td class="py-3 px-4 border-b">预制菜国标报送稿已经出炉，最快半年内便会有结果</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">盖世食品</td>
|
||
<td class="py-3 px-4 border-b">北交所</td>
|
||
<td class="py-3 px-4 border-b">资本市场</td>
|
||
<td class="py-3 px-4 border-b">预制菜国标报送稿已经出炉，最快半年内便会有结果</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</div>
|
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|
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<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
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<script>
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tsParticles.load("particles-js", {
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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``` |