592 lines
41 KiB
HTML
592 lines
41 KiB
HTML
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<title>深度研报：重庆概念</title>
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<body class="min-h-screen">
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<div class="turrell-glow"></div>
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<main class="container mx-auto px-4 py-12 md:py-20">
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<header class="text-center mb-16 animate-fade-in-down">
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<h1 class="text-5xl md:text-7xl font-bold bg-gradient-to-r from-slate-200 to-blue-300 bg-clip-text text-transparent pb-4">
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重庆概念 · 深度研报
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</h1>
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<p class="mt-4 text-lg text-slate-400 max-w-3xl mx-auto">
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政策强力赋能，产业周期共振。解析西部智造中心与内陆开放高地的价值重估之路。
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</p>
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<div class="mt-6 text-xs text-slate-500">
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<p>北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
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<p>本报告为AI合成数据，投资需谨慎</p>
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</div>
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</header>
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<!-- Insight Section -->
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<section id="insight" class="mb-20">
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<h2 class="section-title mb-10">概念洞察 (Concept Insight)</h2>
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<div class="bento-grid">
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<div class="bento-item bento-item-col-12 lg:bento-item-col-8 glass-card p-6 md:p-8">
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<h3 class="sub-title mb-4">核心逻辑与市场认知</h3>
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<p class="text-slate-300 mb-4 leading-relaxed">
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重庆概念的本质，是市场对一座西部核心城市在<strong>国家战略（成渝双城经济圈）</strong>和<strong>产业周期（新能源汽车爆发）</strong>双重机遇下，通过强有力的政府顶层设计（“33618”产业规划、国企改革、金融创新），实现从传统重工业基地向现代化“智造”中心和内陆开放高地加速转型的价值重估。当前，该概念正从政策驱动的主题炒作阶段，逐步向产业基本面驱动的业绩兑现阶段过渡，其核心驱动力在于“<strong>新能源汽车+AI</strong>”引领的产业升级与国企改革释放的效率红利。
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</p>
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<ul class="space-y-3 list-disc list-inside text-slate-300">
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<li><strong>政策强力赋能与顶层设计:</strong> 这是重庆概念的基石。“33618”现代制造业集群体系、低空经济、具身智能机器人等一系列“组合拳”为发展提供了清晰的路线图和确定性。</li>
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<li><strong>产业升级的成功范例:</strong> 新能源汽车产业爆发是最坚实的“基本面”。2024年前三季度新能源车产量同比增长130.7%，汽车产业增加值增速高达25.9%，成为新旧动能转换的有力证明。</li>
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<li><strong>国企改革激活存量价值:</strong> 重庆港与国家级物流平台整合、渝富控股增资50亿入主重庆机电等事件，显示了通过资产重组提升国资运营效率的明确意图，提供了“价值重估”的想象空间。</li>
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</ul>
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</div>
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<div class="bento-item bento-item-col-12 lg:bento-item-col-4 glass-card p-6 md:p-8 flex flex-col">
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<h3 class="sub-title mb-4">关键事件时间轴</h3>
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<ul class="timeline timeline-compact timeline-vertical">
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<li>
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<div class="timeline-start timeline-box bg-transparent border-slate-700">2024 H1: 汽车产量重返全国第一，新能源车增长1.5倍。</div>
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<hr class="bg-blue-500"/>
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</li>
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<li>
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<hr class="bg-blue-500"/>
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<div class="timeline-end timeline-box bg-transparent border-slate-700">2025.02: 发布具身智能机器人“揭榜挂帅”项目。</div>
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<hr class="bg-blue-500"/>
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</li>
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<li>
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<hr class="bg-blue-500"/>
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<div class="timeline-start timeline-box bg-transparent border-slate-700">2025.08: 印发《做好金融“五篇大文章”实施方案》。</div>
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<hr class="bg-blue-500"/>
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</li>
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<li>
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<hr class="bg-blue-500"/>
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<div class="timeline-end timeline-box bg-transparent border-slate-700">2025.11.06: 重大行政区划调整，设立两江新区，引爆资本市场。</div>
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<hr/>
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</li>
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<li>
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<hr/>
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<div class="timeline-start timeline-box bg-transparent border-slate-700">2025.11.28: 印发《要素市场化配置综合改革试点行动方案》。</div>
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</li>
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</ul>
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</div>
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<div class="bento-item bento-item-col-12 lg:bento-item-col-6 glass-card p-6 md:p-8">
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<h3 class="sub-title mb-4">关键催化剂 & 发展路径</h3>
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<div class="space-y-4">
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<div>
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<h4 class="font-semibold text-blue-300 mb-1">近期催化剂 (未来3-6个月)</h4>
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<ul class="list-disc list-inside text-slate-300 text-sm space-y-1">
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<li>国企改革实质性进展公告（如重庆港与中国物流集团整合方案）。</li>
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<li>具身智能机器人在长安、赛力斯工厂应用场景的初步成果展示。</li>
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<li>低空经济首批试点航线补贴及常态化运营企业名单公布。</li>
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<li>“要素市场化”关于盘活存量房的具体实施方案出台。</li>
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</ul>
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</div>
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<div>
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<h4 class="font-semibold text-blue-300 mb-1">长期发展路径</h4>
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<ul class="list-decimal list-inside text-slate-300 text-sm space-y-1">
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<li><strong>当前-2025:</strong> 政策驱动+产业验证期，新能源汽车提供基本面支撑。</li>
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<li><strong>2025-2027:</strong> 产业集群形成期，从汽车“一枝独秀”到多点开花。</li>
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<li><strong>2027以后:</strong> 内生增长与辐射引领期，创新与消费双轮驱动。</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 class="bento-item bento-item-col-12 lg:bento-item-col-6 glass-card p-6 md:p-8">
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<h3 class="sub-title mb-4">预期差分析</h3>
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<div class="space-y-3">
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<div class="p-3 bg-slate-800/50 rounded-lg">
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<p class="font-semibold text-amber-300">宏大叙事 vs. 微观现实</p>
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<p class="text-sm text-slate-400">研报描绘打造“集成电路第四极”的蓝图，但路演显示重庆银行仍在应对区域化债，远景与现实存在差距。</p>
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</div>
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<div class="p-3 bg-slate-800/50 rounded-lg">
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<p class="font-semibold text-amber-300">新经济高歌 vs. 传统企业压力</p>
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<p class="text-sm text-slate-400">新能源车增速亮眼，但重庆啤酒路演却提及“本地品牌销量下降”，重庆百货大力调改。新动能崛起并未普惠所有企业。</p>
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</div>
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<div class="p-3 bg-slate-800/50 rounded-lg">
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<p class="font-semibold text-amber-300">政策发布 vs. 效益落地</p>
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<p class="text-sm text-slate-400">低空经济目标宏大（千家主体，200亿投资），但初期补贴仅5-15万/航线。产业培育路径漫长，市场可能过度反应。</p>
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</div>
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</div>
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</div>
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<div class="bento-item bento-item-col-12 glass-card p-6 md:p-8">
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<h3 class="sub-title mb-4">产业链图谱与核心公司剖析</h3>
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<div class="grid grid-cols-1 lg:grid-cols-3 gap-6">
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<div>
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<h4 class="font-semibold text-cyan-300 mb-2">上游：要素与能源支持</h4>
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<p class="text-sm text-slate-300"><strong>金融资本:</strong> 重庆银行<br><strong>能源/公用:</strong> 重庆燃气, 重庆水务<br><strong>原材料:</strong> 重庆钢铁</p>
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</div>
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<div>
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<h4 class="font-semibold text-cyan-300 mb-2">中游：建设与制造</h4>
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<p class="text-sm text-slate-300"><strong>基建:</strong> 重庆建工, 重庆路桥, 渝开发<br><strong>现代制造:</strong> 长安汽车, 赛力斯, 重庆机电, 湘油泵, 隆盛</p>
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</div>
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<div>
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<h4 class="font-semibold text-cyan-300 mb-2">下游：流通与消费</h4>
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<p class="text-sm text-slate-300"><strong>交通物流:</strong> 重庆港<br><strong>商业零售:</strong> 重庆百货<br><strong>大众消费:</strong> 重庆啤酒, 有友食品, 涪陵榨菜</p>
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</div>
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</div>
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<div class="divider before:bg-slate-700 after:bg-slate-700 my-6">核心玩家对比</div>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4 text-sm">
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<div class="p-4 bg-slate-800/50 rounded-lg">
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<p class="font-bold text-lg text-rose-400">领导者 (产业升级核心)</p>
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<p class="font-semibold mt-1">长安汽车, 赛力斯</p>
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<p class="text-slate-400 mt-2">重庆产业转型逻辑最纯粹、最硬核的体现，是“智造”升级的核心应用和需求方。</p>
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</div>
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<div class="p-4 bg-slate-800/50 rounded-lg">
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<p class="font-bold text-lg text-amber-400">追赶者/转型者 (价值重估潜力)</p>
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<p class="font-semibold mt-1">重庆机电, 重庆路桥</p>
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<p class="text-slate-400 mt-2">重庆机电获国资50亿增资，信号强烈；重庆路桥转型集成电路故事，预期差巨大，证伪风险高。</p>
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</div>
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<div class="p-4 bg-slate-800/50 rounded-lg">
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<p class="font-bold text-lg text-sky-400">风向标 (区域经济晴雨表)</p>
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<p class="font-semibold mt-1">重庆银行, 重庆建工</p>
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<p class="text-slate-400 mt-2">重庆银行是观察经济健康度和债务风险的窗口；重庆建工是典型的政策β标的，对政策消息反应最剧烈。</p>
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</div>
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</div>
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</div>
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<div class="bento-item bento-item-col-12 lg:bento-item-col-7 glass-card p-6 md:p-8">
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<h3 class="sub-title mb-4">潜在风险与挑战</h3>
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<ul class="space-y-3 text-slate-300">
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<li class="flex items-start">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 mr-3 text-red-400 flex-shrink-0 mt-1" viewBox="0 0 20 20" fill="currentColor"><path fill-rule="evenodd" d="M8.257 3.099c.765-1.36 2.722-1.36 3.486 0l5.58 9.92c.75 1.334-.21 3.03-1.742 3.03H4.42c-1.532 0-2.492-1.696-1.742-3.03l5.58-9.92zM10 13a1 1 0 110-2 1 1 0 010 2zm-1-8a1 1 0 00-1 1v3a1 1 0 002 0V6a1 1 0 00-1-1z" clip-rule="evenodd" /></svg>
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<div>
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<p class="font-semibold">产业发展不均衡风险</p>
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<p class="text-sm text-slate-400">当前高度依赖汽车产业，若行业景气度下行冲击巨大。其他“新星”产业集群能否顺利成长存在不确定性。</p>
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</div>
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</li>
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<li class="flex items-start">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 mr-3 text-red-400 flex-shrink-0 mt-1" viewBox="0 0 20 20" fill="currentColor"><path fill-rule="evenodd" d="M8.257 3.099c.765-1.36 2.722-1.36 3.486 0l5.58 9.92c.75 1.334-.21 3.03-1.742 3.03H4.42c-1.532 0-2.492-1.696-1.742-3.03l5.58-9.92zM10 13a1 1 0 110-2 1 1 0 010 2zm-1-8a1 1 0 00-1 1v3a1 1 0 002 0V6a1 1 0 00-1-1z" clip-rule="evenodd" /></svg>
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<div>
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<p class="font-semibold">地方债务风险</p>
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<p class="text-sm text-slate-400">化债过程可能挤占对新兴产业和基础设施的投入，延缓转型进程。重庆银行路演已揭示其存在。</p>
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</div>
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</li>
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<li class="flex items-start">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 mr-3 text-red-400 flex-shrink-0 mt-1" viewBox="0 0 20 20" fill="currentColor"><path fill-rule="evenodd" d="M8.257 3.099c.765-1.36 2.722-1.36 3.486 0l5.58 9.92c.75 1.334-.21 3.03-1.742 3.03H4.42c-1.532 0-2.492-1.696-1.742-3.03l5.58-9.92zM10 13a1 1 0 110-2 1 1 0 010 2zm-1-8a1 1 0 00-1 1v3a1 1 0 002 0V6a1 1 0 00-1-1z" clip-rule="evenodd" /></svg>
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<div>
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<p class="font-semibold">信息交叉验证风险</p>
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<p class="text-sm text-slate-400">重庆路桥转型叙事缺乏佐证；宏观高增长与重庆燃气利润下滑等微观信息存在温差，揭示转型期并非普惠。</p>
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bento-item bento-item-col-12 lg:bento-item-col-5 glass-card p-6 md:p-8 flex flex-col">
|
||
<h3 class="sub-title mb-4">关键经济指标</h3>
|
||
<div id="econ-charts" class="flex-grow w-full h-64"></div>
|
||
</div>
|
||
</div>
|
||
|
||
</section>
|
||
|
||
<!-- Data Terminal Section -->
|
||
<section id="data-terminal" class="mb-20" x-data="{ tab: 'news' }">
|
||
<h2 class="section-title mb-10">数据终端 (Data Terminal)</h2>
|
||
|
||
<div class="tabs tabs-boxed bg-slate-800/50 mb-6">
|
||
<a class="tab" :class="{'tab-active': tab === 'news'}" @click.prevent="tab = 'news'">新闻数据</a>
|
||
<a class="tab" :class="{'tab-active': tab === 'roadshow'}" @click.prevent="tab = 'roadshow'">路演纪要</a>
|
||
<a class="tab" :class="{'tab-active': tab === 'research'}" @click.prevent="tab = 'research'">研报精粹</a>
|
||
</div>
|
||
|
||
<!-- News Data -->
|
||
<div x-show="tab === 'news'" class="space-y-4">
|
||
<div class="collapse collapse-plus">
|
||
<input type="radio" name="news-accordion" checked="checked" />
|
||
<div class="collapse-title">宏观经济与政策</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-slate-300 text-sm">
|
||
<li><strong>行政区划调整 (2025-11-06):</strong> 撤销江北区、渝北区，设立两江新区。</li>
|
||
<li><strong>要素市场化配置 (2025-11-28):</strong> 加快发展资本市场，推动上市公司并购重组，盘活存量商品房转为保障性住房。</li>
|
||
<li><strong>科技金融改革 (2025-08-20):</strong> 聚焦“33618”制造业集群提供全周期金融服务，大力实施企业上市“千里马”专项行动。</li>
|
||
<li><strong>低空经济政策 (2025-11-27):</strong> 对常态化运营的低空物流航线给予5-15万元一次性支持，单个企业最高100万。2027年目标市场主体达1000家，新增投资200亿以上。</li>
|
||
<li><strong>经济数据 (2024-11-11):</strong> 前三季度GDP增速6.0% (全国并列第二)，规上工业增加值增长8.1%。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus">
|
||
<input type="radio" name="news-accordion" />
|
||
<div class="collapse-title">产业发展</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-slate-300 text-sm">
|
||
<li><strong>汽车产业:</strong> 上半年产量重返全国第一。前三季度增加值增25.9%，新能源车产量59.4万辆，增130.7%，远高于全国。</li>
|
||
<li><strong>机器人与AI:</strong> 发布具身智能机器人“揭榜挂帅”项目，长安、赛力斯等入选，推动与汽车产业链协同。</li>
|
||
<li><strong>能源与环保:</strong> 黄草峡储气库投运，新增9.3亿立方米天然气调峰能力。绿电绿证交易量双创新高。</li>
|
||
<li><strong>国企改革:</strong> 重庆港控制权划转并筹划与中国物流集团整合；渝富控股增资50亿入股重庆机电集团；西南证券母公司被吸收合并。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus">
|
||
<input type="radio" name="news-accordion" />
|
||
<div class="collapse-title">资本市场与企业动态</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-slate-300 text-sm">
|
||
<li><strong>股市异动:</strong> 行政区划调整、要素市场化改革等消息多次引发重庆本地股（重庆建工、渝开发等）集体异动涨停。</li>
|
||
<li><strong>重庆建工:</strong> 联合中标重庆轨道交通7号线项目，涉及合同金额约9.31亿元。</li>
|
||
<li><strong>重庆机电 (2722.HK):</strong> 核心利润来源重庆康明斯贡献95%净利，获国资50亿增资，被视为“柴发环节沧海遗珠”。</li>
|
||
<li><strong>重庆啤酒:</strong> 在重庆大BU综合市占率超85%，高端产品1664表现亮眼。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Roadshow Data -->
|
||
<div x-show="tab === 'roadshow'" class="space-y-4">
|
||
<div class="collapse collapse-plus">
|
||
<input type="radio" name="roadshow-accordion" checked="checked" />
|
||
<div class="collapse-title">重庆银行 (多次路演)</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-slate-300 text-sm">
|
||
<li><strong>市场地位:</strong> 2025Q3贷款增量占重庆地区20%，市场份额升至第5。深耕重庆，辐射西南。</li>
|
||
<li><strong>资产投向:</strong> 重点支持成渝双城经济圈、西部陆海新通道及“33618”产业集群。</li>
|
||
<li><strong>区域化债:</strong> 重庆已发行多期再融资债置换高息平台债务，全市债务成本显著下降，管理层认为区域债务已处“相对健康”状态。</li>
|
||
<li><strong>零售客群:</strong> 自营消费贷客群锁定重庆50万代发公务员/事业单位优质客群。</li>
|
||
<li><strong>股东支持:</strong> 股东重庆水投、重庆地产持续增持，国资背景稳固。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus">
|
||
<input type="radio" name="roadshow-accordion" />
|
||
<div class="collapse-title">重庆百货 (多次路演)</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-slate-300 text-sm">
|
||
<li><strong>区域龙头:</strong> 超市业态份额23%稳居重庆第一，持续深耕本土市场。</li>
|
||
<li><strong>业态调改:</strong> 世纪新都定位时尚标杆，大渡口商都试点中小卖场改造，引入重庆特色轻食餐饮。</li>
|
||
<li><strong>政策红利:</strong> 受益于成渝双城经济圈、国际消费中心城市建设，重庆“满天星计划”引进人才有望扩容消费市场。</li>
|
||
<li><strong>新能源汽贸:</strong> 已获小米（重庆销量第一）、零跑、小鹏、深蓝、阿维塔等新能源品牌授权。</li>
|
||
<li><strong>财务目标:</strong> 2025年目标营收增5%，利润增7%，分红率维持40-50%。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus">
|
||
<input type="radio" name="roadshow-accordion" />
|
||
<div class="collapse-title">重庆啤酒 (多次路演)</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-slate-300 text-sm">
|
||
<li><strong>品牌策略:</strong> 推广“重庆火锅配重庆啤酒”概念，绑定场景全国化布局。新品“重庆白啤”定位精酿，市场反馈积极。</li>
|
||
<li><strong>市场表现:</strong> 主流品牌（重庆、大理）持续增长，但部分本地中低端品牌销量有所下降，需产品升级应对。</li>
|
||
<li><strong>高端化:</strong> 乐堡、嘉士伯、大理风花雪月等品牌实现销量增长。1664定位高端，重庆白啤覆盖更广价格带。</li>
|
||
<li><strong>区域升级:</strong> 中西部城市（含重庆）当前价格约8元，存在显著升级空间。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Research Report Data -->
|
||
<div x-show="tab === 'research'" class="space-y-4">
|
||
<div class="collapse collapse-plus">
|
||
<input type="radio" name="research-accordion" checked="checked" />
|
||
<div class="collapse-title">重庆路桥 (600106)</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-slate-300 text-sm">
|
||
<li><strong>核心资产:</strong> 嘉华嘉陵江大桥BOT项目，特许经营权至2034年，提供稳定现金流。参股渝涪高速(33%)和重庆银行(4.93%)。</li>
|
||
<li><strong>战略转型:</strong> 拟向集成电路和高科技产业转型，打造“芯”路桥。依托重庆在人才、产业应用、成本等方面的优势。</li>
|
||
<li><strong>转型设想:</strong> 董事总经理李亚军提出将重庆打造为“集成电路第四极”。</li>
|
||
<li><strong>风险提示:</strong> 核心路桥资产收费权将陆续到期，资产存在萎缩风险；转型高科技存在不确定性，叙事尚未落地。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus">
|
||
<input type="radio" name="research-accordion" />
|
||
<div class="collapse-title">重庆银行 (601963)</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-slate-300 text-sm">
|
||
<li><strong>区域地位:</strong> 深耕重庆的城投特色城商行，贷款市占率稳定在5.4%左右，2024年贷款增量排名全市商业银行第1。</li>
|
||
<li><strong>区域经济:</strong> 重庆GDP增速持续高于全国，“33618”制造业集群和成渝双城经济圈建设提供优质资产。</li>
|
||
<li><strong>化债进展:</strong> 重庆获2261亿置换债额度，化债成效显著，已有35个国企退出融资平台，位列重点省份第一。</li>
|
||
<li><strong>城投布局:</strong> 城投资产占总资产27.9%，排名上市银行首位，深度参与地方建设。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus">
|
||
<input type="radio" name="research-accordion" />
|
||
<div class="collapse-title">重庆水务 (601158)</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-slate-300 text-sm">
|
||
<li><strong>市场垄断:</strong> 重庆国资旗下，占重庆主城区约90%自来水市场和95%污水处理市场。</li>
|
||
<li><strong>业务布局:</strong> 核心资产集中于重庆，拟募资3亿用于重庆新德感水厂扩建。</li>
|
||
<li><strong>政府关联:</strong> 2023年获重庆市财政局污水处理专项补贴2.53亿元。</li>
|
||
<li><strong>风险提示:</strong> 若重庆市水价/污水处理费调整进度滞后，可能影响公司盈利。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Section -->
|
||
<section id="stocks">
|
||
<h2 class="section-title mb-10">相关标的与异动分析</h2>
|
||
|
||
<div class="mb-12">
|
||
<h3 class="sub-title mb-6">涨幅异动归因分析</h3>
|
||
<div class="space-y-4">
|
||
<div class="collapse collapse-arrow">
|
||
<input type="radio" name="rise-accordion" checked="checked" />
|
||
<div class="collapse-title text-lg font-medium">重庆银行 (601963) <span class="badge badge-accent">+6.68% on 2025-10-14</span></div>
|
||
<div class="collapse-content text-sm text-slate-300">
|
||
<p><strong>核心结论:</strong> 多重利好叠加形成的“戴维斯双击”。上涨是公司基本面预期（三季报及分红）、板块共振（城商行领涨）、宏观政策催化（重庆城市更新计划）、市场风格切换（资金从科技股流向低估值）以及投资者情绪共振的结果。</p>
|
||
<p class="mt-2"><strong>关键催化剂:</strong> 1) 公司公告将于10月24日审议三季报及股息，点燃业绩与分红预期；2) 重庆发布《城市更新三年行动计划》，作为本地法人银行直接受益；3) 市场发生剧烈风格轮动，资金从高位半导体股流出，涌入银行等低估值板块。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-arrow">
|
||
<input type="radio" name="rise-accordion" />
|
||
<div class="collapse-title text-lg font-medium">四方新材 (605122) <span class="badge badge-accent">+10.03% on 2025-07-08</span></div>
|
||
<div class="collapse-content text-sm text-slate-300">
|
||
<p><strong>核心结论:</strong> 订单+政策双重共振。公司公告斩获重庆轨交27号线6.8亿元预制构件大单，叠加次日重庆发布轨交产业三年行动方案，直接引爆涨停。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-arrow">
|
||
<input type="radio" name="rise-accordion" />
|
||
<div class="collapse-title text-lg font-medium">新大正 (002968) <span class="badge badge-accent">+10.01% on 2025-09-12</span></div>
|
||
<div class="collapse-content text-sm text-slate-300">
|
||
<p><strong>核心结论:</strong> 国务院与重庆市政府48小时内连续释放“物业企业承接社区养老设施运营”政策红利，公司作为重庆国资物管平台，被市场认为可最快兑现增量利润，资金在政策落地首日集中定价。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<h3 class="sub-title mb-6">核心股票池</h3>
|
||
<div class="overflow-x-auto glass-card p-4">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>核心逻辑</th>
|
||
<th>其他标签</th>
|
||
<th>股票代码</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>重庆建工</td><td>重庆国资委持股75.27%；主营房屋建筑，基础设施建设与投资，重庆市内营收占比69%</td><td><div class="badge badge-primary badge-outline">地产</div> <div class="badge badge-secondary badge-outline">基建</div></td><td><a href="https://valuefrontier.cn/company?scode=600939" target="_blank" class="link link-hover text-blue-400">600939</a></td></tr>
|
||
<tr><td>渝开发</td><td>重庆国资委持股63.19%；主营业务是房地产开发与销售业务</td><td><div class="badge badge-primary badge-outline">地产</div> <div class="badge badge-secondary badge-outline">基建</div></td><td><a href="https://valuefrontier.cn/company?scode=000514" target="_blank" class="link link-hover text-blue-400">000514</a></td></tr>
|
||
<tr><td>重庆路桥</td><td>重庆国际信托持股14.96%；主营路桥建设运维，为重庆重点市政建设单位</td><td><div class="badge badge-info badge-outline">交通</div></td><td><a href="https://valuefrontier.cn/company?scode=600106" target="_blank" class="link link-hover text-blue-400">600106</a></td></tr>
|
||
<tr><td>重庆港</td><td>重庆国资委持股50.45%；主营长江干线及支流省际普通货船运输</td><td><div class="badge badge-info badge-outline">交通</div></td><td><a href="https://valuefrontier.cn/company?scode=600279" target="_blank" class="link link-hover text-blue-400">600279</a></td></tr>
|
||
<tr><td>重庆水务</td><td>重庆国资委持股65.99%；是重庆市最大的供排水一体化经营企业</td><td><div class="badge badge-warning badge-outline">公用事业</div></td><td><a href="https://valuefrontier.cn/company?scode=601158" target="_blank" class="link link-hover text-blue-400">601158</a></td></tr>
|
||
<tr><td>重庆燃气</td><td>国务院国资委持股23.17%；重庆市供气量最大、覆盖区域最广的燃气供应商</td><td><div class="badge badge-warning badge-outline">公用事业</div></td><td><a href="https://valuefrontier.cn/company?scode=600917" target="_blank" class="link link-hover text-blue-400">600917</a></td></tr>
|
||
<tr><td>重庆百货</td><td>262家门店位于重庆，具备区域密度优势；重庆市内营收占比96%</td><td><div class="badge badge-success badge-outline">消费</div></td><td><a href="https://valuefrontier.cn/company?scode=600729" target="_blank" class="link link-hover text-blue-400">600729</a></td></tr>
|
||
<tr><td>重庆啤酒</td><td>注册地址位于重庆市，是中国五大啤酒公司之一</td><td><div class="badge badge-success badge-outline">消费</div></td><td><a href="https://valuefrontier.cn/company?scode=600132" target="_blank" class="link link-hover text-blue-400">600132</a></td></tr>
|
||
<tr><td>涪陵榨菜</td><td>重庆涪陵国资委持股35.26%；“乌江榨菜”为家喻户晓的民族品牌</td><td><div class="badge badge-success badge-outline">消费</div></td><td><a href="https://valuefrontier.cn/company?scode=002507" target="_blank" class="link link-hover text-blue-400">002507</a></td></tr>
|
||
<tr><td>重庆钢铁</td><td>国务院国资委持股12.49%；地处重庆市长寿区，主营钢材</td><td><div class="badge badge-neutral badge-outline">钢铁</div></td><td><a href="https://valuefrontier.cn/company?scode=601005" target="_blank" class="link link-hover text-blue-400">601005</a></td></tr>
|
||
<tr><td>渝三峡A</td><td>重庆国资委持股40.55%；主营涂料（工业防腐涂料、其他工业涂料）</td><td><div class="badge badge-primary badge-outline">地产</div> <div class="badge badge-secondary badge-outline">基建</div></td><td>N/A</td></tr>
|
||
<tr><td>财信发展</td><td>公司办公地址位于重庆市江北区；主营业务是房地产开发</td><td><div class="badge badge-primary badge-outline">地产</div> <div class="badge badge-secondary badge-outline">基建</div></td><td><a href="https://valuefrontier.cn/company?scode=000838" target="_blank" class="link link-hover text-blue-400">000838</a></td></tr>
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