Files
vf_react/public/htmls/海事反制.html
2025-11-13 17:38:54 +08:00

539 lines
28 KiB
HTML
Raw Blame History

This file contains ambiguous Unicode characters

This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.

<!DOCTYPE html>
<html lang="zh-CN">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>海事反制概念深度分析 - 金融视角与投资策略</title>
<script src="https://cdn.tailwindcss.com"></script>
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet" type="text/css" />
<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
<style>
@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&display=swap');
body {
font-family: 'Inter', sans-serif;
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
min-height: 100vh;
}
.glass-effect {
background: rgba(255, 255, 255, 0.95);
backdrop-filter: blur(10px);
border: 1px solid rgba(255, 255, 255, 0.2);
}
.timeline-item {
position: relative;
padding-left: 40px;
padding-bottom: 30px;
}
.timeline-item::before {
content: '';
position: absolute;
left: 9px;
top: 24px;
bottom: -14px;
width: 2px;
background: linear-gradient(to bottom, #3b82f6, transparent);
}
.timeline-item:last-child::before {
display: none;
}
.timeline-dot {
position: absolute;
left: 0;
top: 8px;
width: 20px;
height: 20px;
border-radius: 50%;
background: #3b82f6;
border: 3px solid white;
box-shadow: 0 2px 8px rgba(59, 130, 246, 0.5);
}
.hover-scale {
transition: transform 0.3s ease, box-shadow 0.3s ease;
}
.hover-scale:hover {
transform: translateY(-5px);
box-shadow: 0 10px 30px rgba(0, 0, 0, 0.2);
}
.gradient-text {
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
-webkit-background-clip: text;
-webkit-text-fill-color: transparent;
background-clip: text;
}
.stock-row:hover {
background: linear-gradient(90deg, rgba(99, 102, 241, 0.1) 0%, transparent 100%);
}
@keyframes float {
0%, 100% { transform: translateY(0px); }
50% { transform: translateY(-10px); }
}
.float-animation {
animation: float 3s ease-in-out infinite;
}
.industry-card {
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
transition: all 0.3s ease;
}
.industry-card:hover {
transform: scale(1.05);
box-shadow: 0 15px 40px rgba(102, 126, 234, 0.4);
}
.risk-badge {
animation: pulse 2s infinite;
}
@keyframes pulse {
0% { transform: scale(1); }
50% { transform: scale(1.05); }
100% { transform: scale(1); }
}
</style>
</head>
<body>
<!-- 顶部导航 -->
<div class="glass-effect sticky top-0 z-50 shadow-lg">
<div class="container mx-auto px-4 py-4">
<div class="flex items-center justify-between">
<div class="flex items-center space-x-4">
<i class="fas fa-ship text-3xl text-indigo-600"></i>
<div>
<h1 class="text-2xl font-bold gradient-text">海事反制概念</h1>
<p class="text-sm text-gray-600">深度金融分析与投资策略</p>
</div>
</div>
<div class="flex items-center space-x-2">
<span class="badge badge-info">更新时间: 2025.10.14</span>
<span class="badge badge-warning">政策落地期</span>
</div>
</div>
</div>
</div>
<!-- 主内容区 -->
<div class="container mx-auto px-4 py-8">
<!-- 核心观点卡片 -->
<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-8">
<div class="glass-effect rounded-2xl p-6 hover-scale">
<div class="flex items-center mb-4">
<div class="w-12 h-12 bg-gradient-to-br from-blue-500 to-purple-600 rounded-full flex items-center justify-center float-animation">
<i class="fas fa-chart-line text-white"></i>
</div>
<h3 class="ml-4 text-lg font-semibold">投资评级</h3>
</div>
<p class="text-3xl font-bold text-indigo-600 mb-2">强烈推荐</p>
<p class="text-sm text-gray-600">政策驱动+基本面支撑,短期弹性大,长期逻辑坚实</p>
</div>
<div class="glass-effect rounded-2xl p-6 hover-scale">
<div class="flex items-center mb-4">
<div class="w-12 h-12 bg-gradient-to-br from-green-500 to-teal-600 rounded-full flex items-center justify-center float-animation" style="animation-delay: 0.5s;">
<i class="fas fa-rocket text-white"></i>
</div>
<h3 class="ml-4 text-lg font-semibold">核心驱动力</h3>
</div>
<ul class="text-sm space-y-1">
<li><i class="fas fa-check-circle text-green-500 mr-2"></i>地缘政治博弈</li>
<li><i class="fas fa-check-circle text-green-500 mr-2"></i>贸易话语权争夺</li>
<li><i class="fas fa-check-circle text-green-500 mr-2"></i>产业竞争优势</li>
</ul>
</div>
<div class="glass-effect rounded-2xl p-6 hover-scale">
<div class="flex items-center mb-4">
<div class="w-12 h-12 bg-gradient-to-br from-orange-500 to-red-600 rounded-full flex items-center justify-center float-animation" style="animation-delay: 1s;">
<i class="fas fa-exclamation-triangle text-white"></i>
</div>
<h3 class="ml-4 text-lg font-semibold">风险等级</h3>
</div>
<div class="flex items-center justify-between">
<p class="text-2xl font-bold text-orange-600">中高</p>
<div class="flex space-x-1">
<div class="w-8 h-2 bg-orange-500 rounded"></div>
<div class="w-8 h-2 bg-orange-500 rounded"></div>
<div class="w-8 h-2 bg-orange-500 rounded"></div>
<div class="w-8 h-2 bg-gray-300 rounded"></div>
</div>
</div>
<p class="text-sm text-gray-600 mt-2">需警惕政策反复与贸易下滑风险</p>
</div>
</div>
<!-- 时间线 -->
<div class="glass-effect rounded-2xl p-8 mb-8">
<h2 class="text-2xl font-bold mb-6 flex items-center">
<i class="fas fa-clock-rotate-left mr-3 text-indigo-600"></i>
关键事件演进
</h2>
<div class="timeline">
<div class="timeline-item">
<div class="timeline-dot"></div>
<div class="glass-effect rounded-lg p-4">
<h4 class="font-semibold text-indigo-600">2023年起 - 长期背景</h4>
<p class="text-sm text-gray-600 mt-1">IMO与欧盟绿色减排法规构成"绿色壁垒",对中国构成长期挑战</p>
</div>
</div>
<div class="timeline-item">
<div class="timeline-dot"></div>
<div class="glass-effect rounded-lg p-4">
<h4 class="font-semibold text-indigo-600">2024年4月 - 冲突发酵</h4>
<p class="text-sm text-gray-600 mt-1">美国正式启动针对中国造船、海事物流的301调查</p>
</div>
</div>
<div class="timeline-item">
<div class="timeline-dot"></div>
<div class="glass-effect rounded-lg p-4">
<h4 class="font-semibold text-indigo-600">2025年4月 - 反制酝酿</h4>
<p class="text-sm text-gray-600 mt-1">中国决定对韩华海洋采取反制措施</p>
</div>
</div>
<div class="timeline-item">
<div class="timeline-dot bg-red-500"></div>
<div class="glass-effect rounded-lg p-4 border-2 border-red-200">
<h4 class="font-semibold text-red-600">2025年10月14日 - 巅峰对峙</h4>
<p class="text-sm text-gray-600 mt-1">中美双方海事反制措施同步正式生效,进入实质性执行阶段</p>
</div>
</div>
</div>
</div>
<!-- 产业链图谱 -->
<div class="glass-effect rounded-2xl p-8 mb-8">
<h2 class="text-2xl font-bold mb-6 flex items-center">
<i class="fas fa-sitemap mr-3 text-indigo-600"></i>
产业链结构图谱
</h2>
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
<div class="industry-card rounded-xl p-6 text-white">
<div class="text-center mb-4">
<i class="fas fa-industry text-4xl mb-2"></i>
<h3 class="text-xl font-bold">上游:装备制造</h3>
</div>
<div class="space-y-2">
<div class="bg-white/20 rounded-lg p-3">
<p class="font-semibold">造船</p>
<p class="text-sm">中国船舶、中船防务</p>
</div>
<div class="bg-white/20 rounded-lg p-3">
<p class="font-semibold">核心部件</p>
<p class="text-sm">亚星锚链、巨力索具</p>
</div>
</div>
</div>
<div class="industry-card rounded-xl p-6 text-white">
<div class="text-center mb-4">
<i class="fas fa-ship text-4xl mb-2"></i>
<h3 class="text-xl font-bold">中游:运输服务</h3>
</div>
<div class="space-y-2">
<div class="bg-white/20 rounded-lg p-3">
<p class="font-semibold">油轮运输</p>
<p class="text-sm">中远海能、招商轮船</p>
</div>
<div class="bg-white/20 rounded-lg p-3">
<p class="font-semibold">散货运输</p>
<p class="text-sm">宁波海运、海通发展</p>
</div>
<div class="bg-white/20 rounded-lg p-3">
<p class="font-semibold">集装箱运输</p>
<p class="text-sm">中远海控、中谷物流</p>
</div>
</div>
</div>
<div class="industry-card rounded-xl p-6 text-white">
<div class="text-center mb-4">
<i class="fas fa-anchor text-4xl mb-2"></i>
<h3 class="text-xl font-bold">下游:港口物流</h3>
</div>
<div class="space-y-2">
<div class="bg-white/20 rounded-lg p-3">
<p class="font-semibold">港口运营</p>
<p class="text-sm">上港集团、宁波港</p>
</div>
<div class="bg-white/20 rounded-lg p-3">
<p class="font-semibold">综合物流</p>
<p class="text-sm">中国外运</p>
</div>
</div>
</div>
</div>
</div>
<!-- 核心公司对比 -->
<div class="glass-effect rounded-2xl p-8 mb-8">
<h2 class="text-2xl font-bold mb-6 flex items-center">
<i class="fas fa-trophy mr-3 text-yellow-500"></i>
核心标的投资价值对比
</h2>
<div class="overflow-x-auto">
<table class="table w-full">
<thead>
<tr class="bg-gradient-to-r from-indigo-500 to-purple-600 text-white">
<th class="rounded-tl-lg">公司名称</th>
<th>所属分类</th>
<th>核心逻辑</th>
<th>投资优势</th>
<th>潜在风险</th>
<th class="rounded-tr-lg">推荐评级</th>
</tr>
</thead>
<tbody>
<tr class="hover:bg-indigo-50 transition-colors">
<td class="font-semibold text-indigo-600">招商轮船</td>
<td><span class="badge badge-info">航运</span></td>
<td class="text-sm">油/散/车综合运输龙头</td>
<td class="text-sm">逻辑最纯粹、弹性最大</td>
<td class="text-sm">业务多元化,受全球贸易影响</td>
<td><span class="badge badge-success">★★★★★</span></td>
</tr>
<tr class="hover:bg-indigo-50 transition-colors">
<td class="font-semibold text-indigo-600">中远海能</td>
<td><span class="badge badge-info">航运</span></td>
<td class="text-sm">油运绝对龙头</td>
<td class="text-sm">业绩与运价高度相关</td>
<td class="text-sm">对原油贸易政策敏感</td>
<td><span class="badge badge-success">★★★★★</span></td>
</tr>
<tr class="hover:bg-indigo-50 transition-colors">
<td class="font-semibold text-indigo-600">中国船舶</td>
<td><span class="badge badge-warning">造船</span></td>
<td class="text-sm">国内造船绝对龙头</td>
<td class="text-sm">长期逻辑最坚实</td>
<td class="text-sm">业绩释放周期长</td>
<td><span class="badge badge-warning">★★★★</span></td>
</tr>
<tr class="hover:bg-indigo-50 transition-colors">
<td class="font-semibold text-indigo-600">宁波港</td>
<td><span class="badge">港口</span></td>
<td class="text-sm">重要港口运营商</td>
<td class="text-sm">受益于进出口活跃</td>
<td class="text-sm">受益逻辑间接</td>
<td><span class="badge">★★★</span></td>
</tr>
</tbody>
</table>
</div>
</div>
<!-- 风险提示 -->
<div class="glass-effect rounded-2xl p-8 mb-8">
<h2 class="text-2xl font-bold mb-6 flex items-center">
<i class="fas fa-shield-halved mr-3 text-red-500"></i>
风险提示
</h2>
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-4">
<div class="alert alert-warning">
<i class="fas fa-exclamation-triangle"></i>
<div>
<h4 class="font-semibold">政策博弈风险</h4>
<p class="text-sm">中美达成妥协或美方采取更激烈报复</p>
</div>
</div>
<div class="alert alert-error">
<i class="fas fa-chart-line-down"></i>
<div>
<h4 class="font-semibold">商业化风险</h4>
<p class="text-sm">航运强周期,运价上涨持续性存疑</p>
</div>
</div>
<div class="alert alert-info">
<i class="fas fa-gavel"></i>
<div>
<h4 class="font-semibold">执行风险</h4>
<p class="text-sm">股权认定复杂,政策效果可能打折扣</p>
</div>
</div>
</div>
</div>
<!-- 完整股票列表 -->
<div class="glass-effect rounded-2xl p-8">
<h2 class="text-2xl font-bold mb-6 flex items-center">
<i class="fas fa-list mr-3 text-green-500"></i>
概念成分股完整列表
</h2>
<div class="overflow-x-auto">
<table class="table table-zebra w-full">
<thead>
<tr class="bg-gradient-to-r from-green-500 to-teal-600 text-white">
<th class="rounded-tl-lg">股票名称</th>
<th>分类</th>
<th>细分领域</th>
<th>投资逻辑</th>
<th class="rounded-tr-lg">热度评级</th>
</tr>
</thead>
<tbody id="stockTableBody">
<!-- 动态生成股票数据 -->
</tbody>
</table>
</div>
</div>
</div>
<!-- 底部信息 -->
<footer class="glass-effect mt-12 py-6">
<div class="container mx-auto px-4 text-center">
<p class="text-sm text-gray-600">
<i class="fas fa-info-circle mr-2"></i>
本分析基于公开信息整理,仅供参考,不构成投资建议
</p>
<p class="text-xs text-gray-500 mt-2">
数据更新2025年10月14日 | 关键催化剂:中美海事反制措施同步生效
</p>
</div>
</footer>
<script>
// 股票数据
const stockData = [
{ name: '南京港', category: '港口', subcategory: '', logic: '港口运营', hotness: 3 },
{ name: '宁波港', category: '港口', subcategory: '', logic: '港口运营', hotness: 4 },
{ name: '广州港', category: '港口', subcategory: '', logic: '港口运营', hotness: 3 },
{ name: '盐田港', category: '港口', subcategory: '', logic: '港口运营', hotness: 3 },
{ name: '珠海港', category: '港口', subcategory: '', logic: '港口运营', hotness: 3 },
{ name: '连云港', category: '港口', subcategory: '', logic: '港口运营', hotness: 3 },
{ name: '重庆港', category: '港口', subcategory: '', logic: '港口运营', hotness: 2 },
{ name: '唐山港', category: '港口', subcategory: '', logic: '港口运营', hotness: 3 },
{ name: '青岛港', category: '港口', subcategory: '', logic: '港口运营', hotness: 3 },
{ name: '日照港', category: '港口', subcategory: '', logic: '港口运营', hotness: 3 },
{ name: '天津港', category: '港口', subcategory: '', logic: '港口运营', hotness: 3 },
{ name: '锦州港', category: '港口', subcategory: '', logic: '港口运营', hotness: 2 },
{ name: '招商港口', category: '港口', subcategory: '', logic: '港口运营', hotness: 4 },
{ name: '秦港股份', category: '港口', subcategory: '', logic: '港口运营', hotness: 3 },
{ name: '北部湾港', category: '港口', subcategory: '', logic: '港口运营', hotness: 3 },
{ name: '上港集团', category: '港口', subcategory: '', logic: '港口运营', hotness: 4 },
{ name: '中船防务', category: '造船', subcategory: '', logic: '船舶制造', hotness: 4 },
{ name: '中国船舶', category: '造船', subcategory: '', logic: '船舶制造', hotness: 5 },
{ name: '亚光科技', category: '造船', subcategory: '', logic: '船舶制造', hotness: 3 },
{ name: '江龙船艇', category: '造船', subcategory: '', logic: '船舶制造', hotness: 3 },
{ name: '天海防务', category: '造船', subcategory: '', logic: '船舶制造', hotness: 3 },
{ name: '巨力索具', category: '索具/锚链', subcategory: '', logic: '生产索具和锚链产品', hotness: 3 },
{ name: '亚星锚链', category: '索具/锚链', subcategory: '', logic: '生产索具和锚链产品', hotness: 4 },
{ name: '招商南油', category: '航运', subcategory: '油品', logic: '油品运输业务', hotness: 4 },
{ name: '中远海能', category: '航运', subcategory: '油品', logic: '油品运输业务', hotness: 5 },
{ name: '招商轮船', category: '航运', subcategory: '油品', logic: '油品运输业务', hotness: 5 },
{ name: '兴通股份', category: '航运', subcategory: '油品', logic: '油品运输业务', hotness: 3 },
{ name: '盛航股份', category: '航运', subcategory: '油品', logic: '油品运输业务', hotness: 3 },
{ name: '盛航股份', category: '航运', subcategory: '化学品', logic: '化学品运输业务', hotness: 3 },
{ name: '兴通股份', category: '航运', subcategory: '化学品', logic: '化学品运输业务', hotness: 3 },
{ name: '招商南油', category: '航运', subcategory: '化学品', logic: '化学品运输业务', hotness: 4 },
{ name: '中远海能', category: '航运', subcategory: '化学品', logic: '化学品运输业务', hotness: 4 },
{ name: '宁波海运', category: '航运', subcategory: '煤炭', logic: '煤炭运输业务', hotness: 3 },
{ name: '招商轮船', category: '航运', subcategory: '汽车', logic: '汽车运输业务', hotness: 4 },
{ name: '中远海特', category: '航运', subcategory: '汽车', logic: '汽车运输业务', hotness: 3 },
{ name: '中谷物流', category: '航运', subcategory: '集装箱', logic: '集装箱运输业务', hotness: 4 },
{ name: '安通控股', category: '航运', subcategory: '集装箱', logic: '集装箱运输业务', hotness: 3 },
{ name: '中国外运', category: '航运', subcategory: '集装箱', logic: '集装箱运输业务', hotness: 4 },
{ name: '宁波远洋', category: '航运', subcategory: '集装箱', logic: '集装箱运输业务', hotness: 3 },
{ name: '中远海控', category: '航运', subcategory: '集装箱', logic: '集装箱运输业务', hotness: 4 },
{ name: '海航科技', category: '航运', subcategory: '集装箱', logic: '集装箱运输业务', hotness: 3 },
{ name: '中集集团', category: '航运', subcategory: '集装箱', logic: '集装箱运输业务', hotness: 4 },
{ name: '中远海发', category: '航运', subcategory: '集装箱', logic: '集装箱运输业务', hotness: 3 },
{ name: '海通发展', category: '航运', subcategory: '船舶租赁', logic: '船舶租赁业务', hotness: 3 },
{ name: '中远海能', category: '航运', subcategory: '船舶租赁', logic: '船舶租赁业务', hotness: 4 },
{ name: '国航远洋', category: '北交所', subcategory: '', logic: '北交所上市', hotness: 2 },
{ name: '华光源海', category: '北交所', subcategory: '', logic: '北交所上市', hotness: 2 }
];
// 生成股票表格
function generateStockTable() {
const tbody = document.getElementById('stockTableBody');
stockData.forEach((stock, index) => {
const row = document.createElement('tr');
row.className = 'stock-row transition-all duration-200';
// 生成热度星级
let hotnessStars = '';
for(let i = 0; i < 5; i++) {
if(i < stock.hotness) {
hotnessStars += '<i class="fas fa-star text-yellow-400"></i>';
} else {
hotnessStars += '<i class="far fa-star text-gray-300"></i>';
}
}
// 生成分类徽章
let categoryBadge = '';
if(stock.category === '港口') {
categoryBadge = '<span class="badge badge-info">港口</span>';
} else if(stock.category === '造船') {
categoryBadge = '<span class="badge badge-warning">造船</span>';
} else if(stock.category === '航运') {
categoryBadge = '<span class="badge badge-success">航运</span>';
} else if(stock.category === '索具/锚链') {
categoryBadge = '<span class="badge badge-secondary">索具/锚链</span>';
} else {
categoryBadge = '<span class="badge">北交所</span>';
}
row.innerHTML = `
<td class="font-semibold">${stock.name}</td>
<td>${categoryBadge}</td>
<td class="text-sm">${stock.subcategory || '-'}</td>
<td class="text-sm">${stock.logic}</td>
<td>${hotnessStars}</td>
`;
tbody.appendChild(row);
});
}
// 页面加载完成后执行
document.addEventListener('DOMContentLoaded', function() {
generateStockTable();
// 添加平滑滚动
document.querySelectorAll('a[href^="#"]').forEach(anchor => {
anchor.addEventListener('click', function (e) {
e.preventDefault();
const target = document.querySelector(this.getAttribute('href'));
if(target) {
target.scrollIntoView({ behavior: 'smooth' });
}
});
});
// 添加滚动时的动画效果
const observerOptions = {
threshold: 0.1,
rootMargin: '0px 0px -100px 0px'
};
const observer = new IntersectionObserver((entries) => {
entries.forEach(entry => {
if(entry.isIntersecting) {
entry.target.style.opacity = '1';
entry.target.style.transform = 'translateY(0)';
}
});
}, observerOptions);
document.querySelectorAll('.hover-scale, .glass-effect').forEach(el => {
el.style.opacity = '0';
el.style.transform = 'translateY(20px)';
el.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
observer.observe(el);
});
});
</script>
</body>
</html>