757 lines
38 KiB
HTML
757 lines
38 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN" data-theme="dark">
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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>河南国资能源集团重组 - 深度分析报告</title>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.24/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.tailwindcss.com"></script>
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<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.5.1/css/all.min.css">
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<script>
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tailwind.config = {
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theme: {
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extend: {
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colors: {
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'primary': '#3b82f6',
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'secondary': '#8b5cf6',
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'accent': '#ec4899',
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}
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}
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}
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}
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</script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap');
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body { font-family: 'Inter', sans-serif; }
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.glass-effect {
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background: rgba(255, 255, 255, 0.05);
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backdrop-filter: blur(10px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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}
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.gradient-text {
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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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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.timeline-dot {
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animation: pulse 2s infinite;
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}
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@keyframes pulse {
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0% { transform: scale(1); opacity: 1; }
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50% { transform: scale(1.2); opacity: 0.7; }
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100% { transform: scale(1); opacity: 1; }
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}
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.hover-scale {
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transition: all 0.3s ease;
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}
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.hover-scale:hover {
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transform: translateY(-5px) scale(1.02);
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}
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.stock-card {
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transition: all 0.3s ease;
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position: relative;
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overflow: hidden;
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}
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.stock-card::before {
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content: '';
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position: absolute;
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top: -2px;
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left: -2px;
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right: -2px;
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bottom: -2px;
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background: linear-gradient(45deg, #f093fb, #f5576c, #4facfe, #00f2fe);
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border-radius: inherit;
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opacity: 0;
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transition: opacity 0.3s ease;
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z-index: -1;
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}
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.stock-card:hover::before {
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opacity: 1;
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}
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.stock-card:hover {
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transform: translateY(-5px);
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box-shadow: 0 20px 40px rgba(0,0,0,0.3);
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}
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.neon-border {
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box-shadow: 0 0 20px rgba(59, 130, 246, 0.5),
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inset 0 0 20px rgba(59, 130, 246, 0.1);
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}
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.chart-bar {
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animation: growBar 1s ease-out forwards;
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}
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@keyframes growBar {
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from { width: 0; }
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}
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.float-animation {
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animation: float 3s ease-in-out infinite;
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}
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@keyframes float {
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0%, 100% { transform: translateY(0px); }
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50% { transform: translateY(-10px); }
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}
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</style>
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</head>
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<body class="bg-gradient-to-br from-gray-900 via-purple-900 to-violet-900 min-h-screen text-white">
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<!-- Hero Section -->
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<div class="hero min-h-[60vh] bg-gradient-to-r from-purple-800 via-pink-800 to-red-800">
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<div class="hero-overlay bg-opacity-60"></div>
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<div class="hero-content text-center text-neutral-content p-8">
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<div class="max-w-4xl">
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<div class="badge badge-warning badge-lg mb-4">
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<i class="fas fa-fire mr-2"></i>热点概念
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</div>
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<h1 class="mb-5 text-5xl md:text-7xl font-black gradient-text">
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河南国资能源集团重组
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</h1>
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<p class="mb-5 text-xl md:text-2xl">
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打造省级能源化工航母，重塑区域能源格局
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</p>
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<div class="flex flex-wrap justify-center gap-4 mt-8">
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<div class="stat glass-effect rounded-lg p-4">
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<div class="stat-title text-sm">重组规模</div>
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<div class="stat-value text-2xl font-bold">6家上市公司</div>
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</div>
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<div class="stat glass-effect rounded-lg p-4">
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<div class="stat-title text-sm">市场热度</div>
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<div class="stat-value text-2xl font-bold text-orange-400">7天6板</div>
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</div>
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<div class="stat glass-effect rounded-lg p-4">
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<div class="stat-title text-sm">核心逻辑</div>
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<div class="stat-value text-2xl font-bold text-green-400">政策驱动</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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</div>
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<!-- Navigation Tabs -->
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<div class="sticky top-0 z-40 glass-effect border-b border-white/10">
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<div class="container mx-auto px-4">
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<div class="tabs tabs-boxed bg-transparent p-2">
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<a href="#overview" class="tab tab-md tab-active">核心概览</a>
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<a href="#timeline" class="tab tab-md">时间轴</a>
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<a href="#logic" class="tab tab-md">核心逻辑</a>
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<a href="#stocks" class="tab tab-md">核心公司</a>
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<a href="#risks" class="tab tab-md">风险分析</a>
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<a href="#insight" class="tab tab-md">投资启示</a>
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</div>
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</div>
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</div>
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<!-- Main Content -->
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<div class="container mx-auto px-4 py-8">
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<!-- 核心概览 -->
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<section id="overview" class="mb-12">
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<h2 class="text-4xl font-bold mb-8 flex items-center">
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<i class="fas fa-chart-line mr-4 text-yellow-400"></i>
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核心概览
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</h2>
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<div class="grid md:grid-cols-3 gap-6">
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<div class="glass-effect rounded-2xl p-6 hover-scale">
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<div class="flex items-center mb-4">
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<div class="w-12 h-12 bg-blue-500 rounded-full flex items-center justify-center">
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<i class="fas fa-rocket text-white"></i>
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</div>
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<h3 class="text-xl font-bold ml-4">催化事件</h3>
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</div>
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<p class="text-gray-300">
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2025年9月25日，河南省委省政府决定对河南能源集团与平煤神马集团实施战略重组，打造能源化工航母
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</p>
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<div class="mt-4 text-sm text-yellow-400">
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<i class="fas fa-clock mr-2"></i>事件热度：极高
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</div>
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</div>
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<div class="glass-effect rounded-2xl p-6 hover-scale">
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<div class="flex items-center mb-4">
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<div class="w-12 h-12 bg-green-500 rounded-full flex items-center justify-center">
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<i class="fas fa-lightbulb text-white"></i>
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</div>
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<h3 class="text-xl font-bold ml-4">核心逻辑</h3>
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</div>
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<p class="text-gray-300">
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政策驱动下的国企改革，通过强强联合实现规模效应与产业链协同，提升资产证券化价值
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</p>
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<div class="mt-4 text-sm text-green-400">
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<i class="fas fa-arrow-up mr-2"></i>成长潜力：长期向好
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</div>
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</div>
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<div class="glass-effect rounded-2xl p-6 hover-scale">
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<div class="flex items-center mb-4">
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<div class="w-12 h-12 bg-red-500 rounded-full flex items-center justify-center">
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<i class="fas fa-exclamation-triangle text-white"></i>
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</div>
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<h3 class="text-xl font-bold ml-4">主要风险</h3>
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</div>
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<p class="text-gray-300">
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股价已严重透支预期，执行风险高，市场认知与专业分析存在巨大信息鸿沟
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</p>
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<div class="mt-4 text-sm text-red-400">
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<i class="fas fa-shield-alt mr-2"></i>风险等级：中高
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</div>
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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 id="timeline" class="mb-12">
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<h2 class="text-4xl font-bold mb-8 flex items-center">
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<i class="fas fa-calendar-alt mr-4 text-blue-400"></i>
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关键时间轴
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</h2>
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<div class="relative">
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<div class="absolute left-1/2 transform -translate-x-1/2 h-full w-1 bg-gradient-to-b from-blue-500 to-purple-500"></div>
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<div class="space-y-8">
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<div class="flex items-center justify-end md:justify-start md:odd:justify-end">
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<div class="glass-effect rounded-xl p-6 max-w-md hover-scale">
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<div class="flex items-center mb-2">
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<span class="timeline-dot w-3 h-3 bg-blue-500 rounded-full mr-3"></span>
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<span class="text-sm text-gray-400">2025年7月29日</span>
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</div>
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<h4 class="font-bold text-lg mb-2">改革序幕拉开</h4>
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<p class="text-gray-300 text-sm">
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河南省政府新闻发布会透露将推动河南国际合作集团与自然资源集团整合，组建河南港航集团
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</p>
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</div>
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</div>
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<div class="flex items-center justify-start md:justify-start md:even:justify-start">
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<div class="glass-effect rounded-xl p-6 max-w-md hover-scale">
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<div class="flex items-center mb-2">
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<span class="timeline-dot w-3 h-3 bg-purple-500 rounded-full mr-3"></span>
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<span class="text-sm text-gray-400">2025年8月12日</span>
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</div>
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<h4 class="font-bold text-lg mb-2">国际集团成立</h4>
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<p class="text-gray-300 text-sm">
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中国河南国际集团重组成立，注册资本120亿元，定位为对外开放合作窗口
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</p>
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</div>
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</div>
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<div class="flex items-center justify-end md:justify-start md:odd:justify-end">
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<div class="glass-effect rounded-xl p-6 max-w-md hover-scale neon-border">
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<div class="flex items-center mb-2">
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<span class="timeline-dot w-3 h-3 bg-red-500 rounded-full mr-3"></span>
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<span class="text-sm text-gray-400">2025年9月25日</span>
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</div>
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<h4 class="font-bold text-lg mb-2 text-red-400">核心催化</h4>
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<p class="text-gray-300 text-sm">
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河南省委省政府正式决定对河南能源集团与平煤神马集团实施战略重组
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</p>
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<div class="mt-2">
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<span class="badge badge-error">股价暴涨</span>
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</div>
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</div>
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</div>
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<div class="flex items-center justify-start md:justify-start md:even:justify-start">
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<div class="glass-effect rounded-xl p-6 max-w-md hover-scale">
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<div class="flex items-center mb-2">
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<span class="timeline-dot w-3 h-3 bg-green-500 rounded-full mr-3"></span>
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<span class="text-sm text-gray-400">2025年9月28日</span>
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</div>
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<h4 class="font-bold text-lg mb-2">实质推进</h4>
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<p class="text-gray-300 text-sm">
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审议通过战略重组工作计划，落实"三个承诺"保障职工权益
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</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 -->
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<section id="logic" class="mb-12">
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<h2 class="text-4xl font-bold mb-8 flex items-center">
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<i class="fas fa-brain mr-4 text-purple-400"></i>
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核心逻辑分析
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</h2>
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<div class="grid md:grid-cols-2 gap-8">
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<div class="glass-effect rounded-2xl p-6">
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<h3 class="text-2xl font-bold mb-4 text-blue-400">
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<i class="fas fa-flag mr-2"></i>政策驱动
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</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-3"></i>
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<p>国家"国企改革深化提升行动"的地方实践</p>
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</div>
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<div class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-3"></i>
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<p>河南省政府明确要求城投公司向产业投资公司转型</p>
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</div>
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<div class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-3"></i>
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<p>四川、重庆、宁夏等地同步推进，形成全国性改革浪潮</p>
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</div>
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</div>
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</div>
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<div class="glass-effect rounded-2xl p-6">
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<h3 class="text-2xl font-bold mb-4 text-green-400">
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<i class="fas fa-chart-pie mr-2"></i>规模效应
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</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-3"></i>
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<p>重组后拥有6家上市公司，资产规模大幅提升</p>
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</div>
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<div class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-3"></i>
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<p>避免同业竞争，统一采购销售渠道</p>
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</div>
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<div class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-3"></i>
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<p>降低运营成本，提升整体盈利能力</p>
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</div>
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</div>
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</div>
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<div class="glass-effect rounded-2xl p-6 md:col-span-2">
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<h3 class="text-2xl font-bold mb-4 text-yellow-400">
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<i class="fas fa-link mr-2"></i>产业链协同
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</h3>
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<div class="grid md:grid-cols-3 gap-4">
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<div class="bg-gradient-to-br from-gray-800 to-gray-700 rounded-lg p-4">
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<h4 class="font-bold mb-2">上游：煤炭开采</h4>
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<p class="text-sm text-gray-300">平煤股份、大有能源提供稳定现金流和原料基础</p>
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</div>
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<div class="bg-gradient-to-br from-gray-800 to-gray-700 rounded-lg p-4">
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<h4 class="font-bold mb-2">中游：基础化工</h4>
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<p class="text-sm text-gray-300">煤炭加工与气化，生产基础化工原料</p>
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</div>
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<div class="bg-gradient-to-br from-gray-800 to-gray-700 rounded-lg p-4">
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<h4 class="font-bold mb-2">下游：新材料</h4>
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<p class="text-sm text-gray-300">神马股份、硅烷科技向高附加值领域延伸</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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<!-- 市场热度分析 -->
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<div class="mt-8 glass-effect rounded-2xl p-6">
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<h3 class="text-2xl font-bold mb-4 text-orange-400">
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<i class="fas fa-fire mr-2"></i>市场热度分析
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</h3>
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<div class="grid md:grid-cols-2 gap-6">
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<div>
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<h4 class="font-bold mb-3">股价表现</h4>
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<div class="space-y-2">
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<div class="flex justify-between items-center">
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<span>大有能源</span>
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<div class="flex items-center">
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<div class="w-32 bg-gray-700 rounded-full h-2 mr-2">
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<div class="bg-red-500 h-2 rounded-full chart-bar" style="width: 95%"></div>
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</div>
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<span class="text-red-400 font-bold">7天6板</span>
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</div>
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</div>
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<div class="flex justify-between items-center">
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<span>神马股份</span>
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<div class="flex items-center">
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<div class="w-32 bg-gray-700 rounded-full h-2 mr-2">
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<div class="bg-orange-500 h-2 rounded-full chart-bar" style="width: 100%"></div>
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</div>
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<span class="text-orange-400 font-bold">涨停</span>
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</div>
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</div>
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<div class="flex justify-between items-center">
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<span>易成新能</span>
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<div class="flex items-center">
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<div class="w-32 bg-gray-700 rounded-full h-2 mr-2">
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<div class="bg-orange-500 h-2 rounded-full chart-bar" style="width: 100%"></div>
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</div>
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<span class="text-orange-400 font-bold">涨停</span>
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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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<h4 class="font-bold mb-3">预期差警示</h4>
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<div class="alert alert-warning">
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<i class="fas fa-exclamation-triangle mr-2"></i>
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<div>
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<p class="font-bold">市场vs研究</p>
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<p class="text-sm">路演数据"静默"表明专业分析界仍在观望，与市场狂热形成鲜明对比</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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|
||
<!-- 核心公司表格 -->
|
||
<section id="stocks" class="mb-12">
|
||
<h2 class="text-4xl font-bold mb-8 flex items-center">
|
||
<i class="fas fa-building mr-4 text-green-400"></i>
|
||
核心上市公司
|
||
</h2>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full glass-effect rounded-2xl overflow-hidden">
|
||
<thead>
|
||
<tr class="bg-gradient-to-r from-blue-600 to-purple-600">
|
||
<th class="text-white">股票名称</th>
|
||
<th class="text-white">所属集团</th>
|
||
<th class="text-white">行业</th>
|
||
<th class="text-white">核心业务</th>
|
||
<th class="text-white">竞争优势</th>
|
||
<th class="text-white">重组逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-white/10 transition-colors">
|
||
<td class="font-bold text-red-400">大有能源</td>
|
||
<td><span class="badge badge-info">河南能源</span></td>
|
||
<td>煤炭</td>
|
||
<td>焦煤龙头</td>
|
||
<td>2024年商品煤产量968万吨</td>
|
||
<td>资产整合预期强烈，市场弹性最大</td>
|
||
</tr>
|
||
<tr class="hover:bg-white/10 transition-colors">
|
||
<td class="font-bold">平煤股份</td>
|
||
<td><span class="badge badge-info">平煤神马</span></td>
|
||
<td>煤炭</td>
|
||
<td>原煤/精煤生产</td>
|
||
<td>2024年原煤产量2753万吨全国第一</td>
|
||
<td>产业链基石，提供稳定现金流</td>
|
||
</tr>
|
||
<tr class="hover:bg-white/10 transition-colors">
|
||
<td class="font-bold">神马股份</td>
|
||
<td><span class="badge badge-info">平煤神马</span></td>
|
||
<td>化工</td>
|
||
<td>尼龙66</td>
|
||
<td>产能亚洲第一、世界第五</td>
|
||
<td>获得低成本原料，巩固龙头地位</td>
|
||
</tr>
|
||
<tr class="hover:bg-white/10 transition-colors">
|
||
<td class="font-bold">硅烷科技</td>
|
||
<td><span class="badge badge-info">平煤神马</span></td>
|
||
<td>化工</td>
|
||
<td>硅烷产品</td>
|
||
<td>市占率32.56%，产能1500吨</td>
|
||
<td>"硬科技"属性，想象空间大</td>
|
||
</tr>
|
||
<tr class="hover:bg-white/10 transition-colors">
|
||
<td class="font-bold">易成新能</td>
|
||
<td><span class="badge badge-info">平煤神马</span></td>
|
||
<td>新能源</td>
|
||
<td>石墨电极</td>
|
||
<td>超高功率石墨电极打破国外垄断</td>
|
||
<td>转型预期，获得资源支持</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<!-- 公司卡片展示 -->
|
||
<div class="grid md:grid-cols-3 gap-6 mt-8">
|
||
<div class="stock-card glass-effect rounded-2xl p-6">
|
||
<div class="flex justify-between items-start mb-4">
|
||
<h3 class="text-xl font-bold">大有能源</h3>
|
||
<span class="badge badge-error">高弹性</span>
|
||
</div>
|
||
<div class="text-sm space-y-2">
|
||
<div class="flex justify-between">
|
||
<span class="text-gray-400">行业</span>
|
||
<span>煤炭</span>
|
||
</div>
|
||
<div class="flex justify-between">
|
||
<span class="text-gray-400">产量</span>
|
||
<span>968万吨</span>
|
||
</div>
|
||
<div class="flex justify-between">
|
||
<span class="text-gray-400">近期表现</span>
|
||
<span class="text-red-400 font-bold">7天6板</span>
|
||
</div>
|
||
</div>
|
||
<div class="mt-4 pt-4 border-t border-gray-700">
|
||
<p class="text-xs text-gray-400">河南地区焦煤龙头，市场关注度最高</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="stock-card glass-effect rounded-2xl p-6">
|
||
<div class="flex justify-between items-start mb-4">
|
||
<h3 class="text-xl font-bold">神马股份</h3>
|
||
<span class="badge badge-success">龙头</span>
|
||
</div>
|
||
<div class="text-sm space-y-2">
|
||
<div class="flex justify-between">
|
||
<span class="text-gray-400">行业</span>
|
||
<span>化工</span>
|
||
</div>
|
||
<div class="flex justify-between">
|
||
<span class="text-gray-400">地位</span>
|
||
<span>亚洲第一</span>
|
||
</div>
|
||
<div class="flex justify-between">
|
||
<span class="text-gray-400">产品</span>
|
||
<span>尼龙66</span>
|
||
</div>
|
||
</div>
|
||
<div class="mt-4 pt-4 border-t border-gray-700">
|
||
<p class="text-xs text-gray-400">产业链向高附加值延伸的典范</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="stock-card glass-effect rounded-2xl p-6">
|
||
<div class="flex justify-between items-start mb-4">
|
||
<h3 class="text-xl font-bold">硅烷科技</h3>
|
||
<span class="badge badge-warning">硬科技</span>
|
||
</div>
|
||
<div class="text-sm space-y-2">
|
||
<div class="flex justify-between">
|
||
<span class="text-gray-400">行业</span>
|
||
<span>化工</span>
|
||
</div>
|
||
<div class="flex justify-between">
|
||
<span class="text-gray-400">市占率</span>
|
||
<span>32.56%</span>
|
||
</div>
|
||
<div class="flex justify-between">
|
||
<span class="text-gray-400">应用</span>
|
||
<span>半导体/光伏</span>
|
||
</div>
|
||
</div>
|
||
<div class="mt-4 pt-4 border-t border-gray-700">
|
||
<p class="text-xs text-gray-400">符合新质生产力方向，成长空间大</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 风险分析 -->
|
||
<section id="risks" class="mb-12">
|
||
<h2 class="text-4xl font-bold mb-8 flex items-center">
|
||
<i class="fas fa-shield-alt mr-4 text-red-400"></i>
|
||
风险分析
|
||
</h2>
|
||
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div class="glass-effect rounded-2xl p-6 border-l-4 border-red-500">
|
||
<h3 class="text-xl font-bold mb-4 text-red-400">
|
||
<i class="fas fa-exclamation-circle mr-2"></i>执行风险
|
||
</h3>
|
||
<p class="text-gray-300 mb-3">
|
||
两大集团整合涉及复杂的资产、业务、人事和文化融合，历史上国企重组并非一帆风顺
|
||
</p>
|
||
<div class="bg-red-900/30 rounded-lg p-3">
|
||
<p class="text-sm">
|
||
<i class="fas fa-info-circle mr-2"></i>
|
||
"三个承诺"虽维稳，但可能牺牲效率，导致"大而不强"
|
||
</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-effect rounded-2xl p-6 border-l-4 border-orange-500">
|
||
<h3 class="text-xl font-bold mb-4 text-orange-400">
|
||
<i class="fas fa-chart-line mr-2"></i>估值风险
|
||
</h3>
|
||
<p class="text-gray-300 mb-3">
|
||
以大有能源为代表的龙头股短期涨幅巨大，股价已严重透支未来多年的重组预期
|
||
</p>
|
||
<div class="bg-orange-900/30 rounded-lg p-3">
|
||
<p class="text-sm">
|
||
<i class="fas fa-info-circle mr-2"></i>
|
||
一旦重组进展不及预期，股价将面临巨大回调压力
|
||
</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-effect rounded-2xl p-6 border-l-4 border-yellow-500">
|
||
<h3 class="text-xl font-bold mb-4 text-yellow-400">
|
||
<i class="fas fa-chart-bar mr-2"></i>行业风险
|
||
</h3>
|
||
<p class="text-gray-300 mb-3">
|
||
煤炭、化工行业产能过剩问题依然存在，行业竞争格局并未因重组而立即改变
|
||
</p>
|
||
<div class="bg-yellow-900/30 rounded-lg p-3">
|
||
<p class="text-sm">
|
||
<i class="fas fa-info-circle mr-2"></i>
|
||
产品价格周期性波动对公司盈利影响较大
|
||
</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-effect rounded-2xl p-6 border-l-4 border-purple-500">
|
||
<h3 class="text-xl font-bold mb-4 text-purple-400">
|
||
<i class="fas fa-info mr-2"></i>信息不对称
|
||
</h3>
|
||
<p class="text-gray-300 mb-3">
|
||
新闻舆情与专业路演之间存在巨大信息鸿沟，市场认知可能存在偏差
|
||
</p>
|
||
<div class="bg-purple-900/30 rounded-lg p-3">
|
||
<p class="text-sm">
|
||
<i class="fas fa-info-circle mr-2"></i>
|
||
市场的狂热与研究的冷静形成鲜明对比
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 投资启示 -->
|
||
<section id="insight" class="mb-12">
|
||
<h2 class="text-4xl font-bold mb-8 flex items-center">
|
||
<i class="fas fa-lightbulb mr-4 text-yellow-400"></i>
|
||
投资启示
|
||
</h2>
|
||
|
||
<div class="glass-effect rounded-2xl p-8">
|
||
<div class="grid md:grid-cols-2 gap-8">
|
||
<div>
|
||
<h3 class="text-2xl font-bold mb-4 text-green-400">
|
||
<i class="fas fa-eye mr-2"></i>短期策略
|
||
</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<i class="fas fa-times-circle text-red-400 mt-1 mr-3"></i>
|
||
<p>不建议追高，当前估值已严重透支</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<i class="fas fa-exclamation-triangle text-yellow-400 mt-1 mr-3"></i>
|
||
<p>适合短线交易者，风险极高</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<i class="fas fa-pause-circle text-blue-400 mt-1 mr-3"></i>
|
||
<p>等待市场情绪降温，保持观望</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-2xl font-bold mb-4 text-blue-400">
|
||
<i class="fas fa-rocket mr-2"></i>长期布局
|
||
</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<i class="fas fa-check-circle text-green-400 mt-1 mr-3"></i>
|
||
<p>关注产业链整合逻辑纯粹的公司</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<i class="fas fa-check-circle text-green-400 mt-1 mr-3"></i>
|
||
<p>神马股份、硅烷科技代表转型方向</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<i class="fas fa-check-circle text-green-400 mt-1 mr-3"></i>
|
||
<p>平煤股份等低估值龙头存在机会</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-8 p-6 bg-gradient-to-r from-blue-900/50 to-purple-900/50 rounded-xl">
|
||
<h4 class="text-xl font-bold mb-4 text-center">
|
||
<i class="fas fa-search mr-2"></i>关键跟踪指标
|
||
</h4>
|
||
<div class="grid md:grid-cols-4 gap-4 text-center">
|
||
<div class="bg-black/30 rounded-lg p-3">
|
||
<i class="fas fa-file-alt text-2xl mb-2 text-blue-400"></i>
|
||
<p class="text-sm font-bold">重组方案细节</p>
|
||
</div>
|
||
<div class="bg-black/30 rounded-lg p-3">
|
||
<i class="fas fa-handshake text-2xl mb-2 text-green-400"></i>
|
||
<p class="text-sm font-bold">协同效应量化</p>
|
||
</div>
|
||
<div class="bg-black/30 rounded-lg p-3">
|
||
<i class="fas fa-chart-line text-2xl mb-2 text-yellow-400"></i>
|
||
<p class="text-sm font-bold">新集团财务数据</p>
|
||
</div>
|
||
<div class="bg-black/30 rounded-lg p-3">
|
||
<i class="fas fa-users text-2xl mb-2 text-purple-400"></i>
|
||
<p class="text-sm font-bold">高层人事变动</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 text-center">
|
||
<p class="text-lg italic text-gray-300">
|
||
"让市场的狂热情绪先过去，待重组路径清晰、价值脉络浮现后，<br>
|
||
真正的投资者才能找到属于自己的机会。"
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</div>
|
||
|
||
<!-- Footer -->
|
||
<footer class="glass-effect border-t border-white/10 mt-12 py-8">
|
||
<div class="container mx-auto px-4 text-center">
|
||
<p class="text-gray-400">
|
||
<i class="fas fa-chart-line mr-2"></i>
|
||
河南国资能源集团重组概念深度分析 | 数据更新时间：2025年10月
|
||
</p>
|
||
<p class="text-sm text-gray-500 mt-2">
|
||
投资有风险，入市需谨慎 | 本分析仅供参考，不构成投资建议
|
||
</p>
|
||
</div>
|
||
</footer>
|
||
|
||
<script>
|
||
// Tab switching functionality
|
||
document.querySelectorAll('.tab').forEach(tab => {
|
||
tab.addEventListener('click', function() {
|
||
document.querySelectorAll('.tab').forEach(t => t.classList.remove('tab-active'));
|
||
this.classList.add('tab-active');
|
||
|
||
const targetId = this.getAttribute('href').substring(1);
|
||
const targetSection = document.getElementById(targetId);
|
||
if (targetSection) {
|
||
targetSection.scrollIntoView({ behavior: 'smooth', block: 'start' });
|
||
}
|
||
});
|
||
});
|
||
|
||
// Intersection Observer for animations
|
||
const observerOptions = {
|
||
threshold: 0.1,
|
||
rootMargin: '0px 0px -50px 0px'
|
||
};
|
||
|
||
const observer = new IntersectionObserver((entries) => {
|
||
entries.forEach(entry => {
|
||
if (entry.isIntersecting) {
|
||
entry.target.style.opacity = '0';
|
||
entry.target.style.transform = 'translateY(20px)';
|
||
setTimeout(() => {
|
||
entry.target.style.transition = 'all 0.6s ease';
|
||
entry.target.style.opacity = '1';
|
||
entry.target.style.transform = 'translateY(0)';
|
||
}, 100);
|
||
observer.unobserve(entry.target);
|
||
}
|
||
});
|
||
}, observerOptions);
|
||
|
||
document.querySelectorAll('section').forEach(section => {
|
||
observer.observe(section);
|
||
});
|
||
|
||
// Scroll progress indicator
|
||
window.addEventListener('scroll', () => {
|
||
const winScroll = document.body.scrollTop || document.documentElement.scrollTop;
|
||
const height = document.documentElement.scrollHeight - document.documentElement.clientHeight;
|
||
const scrolled = (winScroll / height) * 100;
|
||
|
||
if (!document.getElementById('progressBar')) {
|
||
const progressBar = document.createElement('div');
|
||
progressBar.id = 'progressBar';
|
||
progressBar.style.cssText = 'position: fixed; top: 0; left: 0; width: 0%; height: 3px; background: linear-gradient(90deg, #3b82f6, #8b5cf6); z-index: 9999; transition: width 0.3s;';
|
||
document.body.appendChild(progressBar);
|
||
}
|
||
|
||
document.getElementById('progressBar').style.width = scrolled + '%';
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|