539 lines
28 KiB
HTML
539 lines
28 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=1.0">
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<title>海事反制概念深度分析 - 金融视角与投资策略</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/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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@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&display=swap');
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body {
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font-family: 'Inter', sans-serif;
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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min-height: 100vh;
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}
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.glass-effect {
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background: rgba(255, 255, 255, 0.95);
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backdrop-filter: blur(10px);
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border: 1px solid rgba(255, 255, 255, 0.2);
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}
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.timeline-item {
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position: relative;
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padding-left: 40px;
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padding-bottom: 30px;
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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: 9px;
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top: 24px;
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bottom: -14px;
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width: 2px;
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background: linear-gradient(to bottom, #3b82f6, transparent);
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}
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.timeline-item:last-child::before {
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display: none;
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}
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.timeline-dot {
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position: absolute;
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left: 0;
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top: 8px;
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width: 20px;
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height: 20px;
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border-radius: 50%;
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background: #3b82f6;
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border: 3px solid white;
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box-shadow: 0 2px 8px rgba(59, 130, 246, 0.5);
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}
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.hover-scale {
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transition: transform 0.3s ease, box-shadow 0.3s ease;
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}
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.hover-scale:hover {
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transform: translateY(-5px);
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box-shadow: 0 10px 30px rgba(0, 0, 0, 0.2);
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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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.stock-row:hover {
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background: linear-gradient(90deg, rgba(99, 102, 241, 0.1) 0%, transparent 100%);
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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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.float-animation {
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animation: float 3s ease-in-out infinite;
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}
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.industry-card {
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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transition: all 0.3s ease;
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}
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.industry-card:hover {
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transform: scale(1.05);
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box-shadow: 0 15px 40px rgba(102, 126, 234, 0.4);
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}
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.risk-badge {
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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); }
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50% { transform: scale(1.05); }
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100% { transform: scale(1); }
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}
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</style>
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</head>
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<body>
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<!-- 顶部导航 -->
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<div class="glass-effect sticky top-0 z-50 shadow-lg">
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<div class="container mx-auto px-4 py-4">
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<div class="flex items-center justify-between">
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<div class="flex items-center space-x-4">
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<i class="fas fa-ship text-3xl text-indigo-600"></i>
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<div>
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<h1 class="text-2xl font-bold gradient-text">海事反制概念</h1>
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<p class="text-sm text-gray-600">深度金融分析与投资策略</p>
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</div>
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</div>
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<div class="flex items-center space-x-2">
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<span class="badge badge-info">更新时间: 2025.10.14</span>
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<span class="badge badge-warning">政策落地期</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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<!-- 主内容区 -->
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<div class="container mx-auto px-4 py-8">
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<!-- 核心观点卡片 -->
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-8">
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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-gradient-to-br from-blue-500 to-purple-600 rounded-full flex items-center justify-center float-animation">
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<i class="fas fa-chart-line text-white"></i>
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</div>
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<h3 class="ml-4 text-lg font-semibold">投资评级</h3>
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</div>
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<p class="text-3xl font-bold text-indigo-600 mb-2">强烈推荐</p>
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<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>
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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-gradient-to-br from-green-500 to-teal-600 rounded-full flex items-center justify-center float-animation" style="animation-delay: 0.5s;">
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<i class="fas fa-rocket text-white"></i>
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</div>
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<h3 class="ml-4 text-lg font-semibold">核心驱动力</h3>
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</div>
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<ul class="text-sm space-y-1">
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<li><i class="fas fa-check-circle text-green-500 mr-2"></i>地缘政治博弈</li>
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<li><i class="fas fa-check-circle text-green-500 mr-2"></i>贸易话语权争夺</li>
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<li><i class="fas fa-check-circle text-green-500 mr-2"></i>产业竞争优势</li>
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</ul>
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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-gradient-to-br from-orange-500 to-red-600 rounded-full flex items-center justify-center float-animation" style="animation-delay: 1s;">
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<i class="fas fa-exclamation-triangle text-white"></i>
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</div>
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<h3 class="ml-4 text-lg font-semibold">风险等级</h3>
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</div>
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<div class="flex items-center justify-between">
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<p class="text-2xl font-bold text-orange-600">中高</p>
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<div class="flex space-x-1">
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<div class="w-8 h-2 bg-orange-500 rounded"></div>
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<div class="w-8 h-2 bg-orange-500 rounded"></div>
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<div class="w-8 h-2 bg-orange-500 rounded"></div>
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<div class="w-8 h-2 bg-gray-300 rounded"></div>
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</div>
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</div>
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<p class="text-sm text-gray-600 mt-2">需警惕政策反复与贸易下滑风险</p>
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</div>
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</div>
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<!-- 时间线 -->
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<div class="glass-effect rounded-2xl p-8 mb-8">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-clock-rotate-left mr-3 text-indigo-600"></i>
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关键事件演进
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</h2>
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<div class="timeline">
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<div class="timeline-item">
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<div class="timeline-dot"></div>
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<div class="glass-effect rounded-lg p-4">
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<h4 class="font-semibold text-indigo-600">2023年起 - 长期背景</h4>
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<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>
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</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-dot"></div>
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<div class="glass-effect rounded-lg p-4">
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<h4 class="font-semibold text-indigo-600">2024年4月 - 冲突发酵</h4>
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<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>
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</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-dot"></div>
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<div class="glass-effect rounded-lg p-4">
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<h4 class="font-semibold text-indigo-600">2025年4月 - 反制酝酿</h4>
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<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>
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</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-dot bg-red-500"></div>
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<div class="glass-effect rounded-lg p-4 border-2 border-red-200">
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<h4 class="font-semibold text-red-600">2025年10月14日 - 巅峰对峙</h4>
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<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>
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</div>
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</div>
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</div>
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</div>
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<!-- 产业链图谱 -->
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<div class="glass-effect rounded-2xl p-8 mb-8">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-sitemap mr-3 text-indigo-600"></i>
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产业链结构图谱
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="industry-card rounded-xl p-6 text-white">
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<div class="text-center mb-4">
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<i class="fas fa-industry text-4xl mb-2"></i>
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<h3 class="text-xl font-bold">上游:装备制造</h3>
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</div>
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<div class="space-y-2">
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<div class="bg-white/20 rounded-lg p-3">
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<p class="font-semibold">造船</p>
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<p class="text-sm">中国船舶、中船防务</p>
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</div>
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<div class="bg-white/20 rounded-lg p-3">
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<p class="font-semibold">核心部件</p>
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<p class="text-sm">亚星锚链、巨力索具</p>
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</div>
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</div>
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</div>
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<div class="industry-card rounded-xl p-6 text-white">
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<div class="text-center mb-4">
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<i class="fas fa-ship text-4xl mb-2"></i>
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<h3 class="text-xl font-bold">中游:运输服务</h3>
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</div>
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<div class="space-y-2">
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<div class="bg-white/20 rounded-lg p-3">
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<p class="font-semibold">油轮运输</p>
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<p class="text-sm">中远海能、招商轮船</p>
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</div>
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<div class="bg-white/20 rounded-lg p-3">
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<p class="font-semibold">散货运输</p>
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<p class="text-sm">宁波海运、海通发展</p>
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</div>
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<div class="bg-white/20 rounded-lg p-3">
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<p class="font-semibold">集装箱运输</p>
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<p class="text-sm">中远海控、中谷物流</p>
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</div>
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</div>
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</div>
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<div class="industry-card rounded-xl p-6 text-white">
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<div class="text-center mb-4">
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<i class="fas fa-anchor text-4xl mb-2"></i>
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<h3 class="text-xl font-bold">下游:港口物流</h3>
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</div>
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<div class="space-y-2">
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<div class="bg-white/20 rounded-lg p-3">
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<p class="font-semibold">港口运营</p>
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<p class="text-sm">上港集团、宁波港</p>
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</div>
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<div class="bg-white/20 rounded-lg p-3">
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<p class="font-semibold">综合物流</p>
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<p class="text-sm">中国外运</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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<!-- 核心公司对比 -->
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<div class="glass-effect rounded-2xl p-8 mb-8">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-trophy mr-3 text-yellow-500"></i>
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核心标的投资价值对比
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</h2>
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<div class="overflow-x-auto">
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<table class="table w-full">
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<thead>
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<tr class="bg-gradient-to-r from-indigo-500 to-purple-600 text-white">
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<th class="rounded-tl-lg">公司名称</th>
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<th>所属分类</th>
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<th>核心逻辑</th>
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<th>投资优势</th>
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<th>潜在风险</th>
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<th class="rounded-tr-lg">推荐评级</th>
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</tr>
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</thead>
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<tbody>
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<tr class="hover:bg-indigo-50 transition-colors">
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<td class="font-semibold text-indigo-600">招商轮船</td>
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<td><span class="badge badge-info">航运</span></td>
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<td class="text-sm">油/散/车综合运输龙头</td>
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<td class="text-sm">逻辑最纯粹、弹性最大</td>
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<td class="text-sm">业务多元化,受全球贸易影响</td>
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<td><span class="badge badge-success">★★★★★</span></td>
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</tr>
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<tr class="hover:bg-indigo-50 transition-colors">
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<td class="font-semibold text-indigo-600">中远海能</td>
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<td><span class="badge badge-info">航运</span></td>
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<td class="text-sm">油运绝对龙头</td>
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<td class="text-sm">业绩与运价高度相关</td>
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<td class="text-sm">对原油贸易政策敏感</td>
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<td><span class="badge badge-success">★★★★★</span></td>
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</tr>
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<tr class="hover:bg-indigo-50 transition-colors">
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<td class="font-semibold text-indigo-600">中国船舶</td>
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<td><span class="badge badge-warning">造船</span></td>
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<td class="text-sm">国内造船绝对龙头</td>
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<td class="text-sm">长期逻辑最坚实</td>
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<td class="text-sm">业绩释放周期长</td>
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<td><span class="badge badge-warning">★★★★</span></td>
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</tr>
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<tr class="hover:bg-indigo-50 transition-colors">
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<td class="font-semibold text-indigo-600">宁波港</td>
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<td><span class="badge">港口</span></td>
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<td class="text-sm">重要港口运营商</td>
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<td class="text-sm">受益于进出口活跃</td>
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<td class="text-sm">受益逻辑间接</td>
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<td><span class="badge">★★★</span></td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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<!-- 风险提示 -->
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<div class="glass-effect rounded-2xl p-8 mb-8">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-shield-halved mr-3 text-red-500"></i>
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风险提示
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-4">
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<div class="alert alert-warning">
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<i class="fas fa-exclamation-triangle"></i>
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<div>
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<h4 class="font-semibold">政策博弈风险</h4>
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<p class="text-sm">中美达成妥协或美方采取更激烈报复</p>
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</div>
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</div>
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<div class="alert alert-error">
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<i class="fas fa-chart-line-down"></i>
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<div>
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<h4 class="font-semibold">商业化风险</h4>
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<p class="text-sm">航运强周期,运价上涨持续性存疑</p>
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</div>
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</div>
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<div class="alert alert-info">
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<i class="fas fa-gavel"></i>
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<div>
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<h4 class="font-semibold">执行风险</h4>
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<p class="text-sm">股权认定复杂,政策效果可能打折扣</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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<!-- 完整股票列表 -->
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<div class="glass-effect rounded-2xl p-8">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-list mr-3 text-green-500"></i>
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概念成分股完整列表
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</h2>
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<div class="overflow-x-auto">
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<table class="table table-zebra w-full">
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<thead>
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<tr class="bg-gradient-to-r from-green-500 to-teal-600 text-white">
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<th class="rounded-tl-lg">股票名称</th>
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<th>分类</th>
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<th>细分领域</th>
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<th>投资逻辑</th>
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<th class="rounded-tr-lg">热度评级</th>
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</tr>
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</thead>
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<tbody id="stockTableBody">
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<!-- 动态生成股票数据 -->
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</tbody>
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</table>
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</div>
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</div>
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</div>
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<!-- 底部信息 -->
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<footer class="glass-effect mt-12 py-6">
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<div class="container mx-auto px-4 text-center">
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<p class="text-sm text-gray-600">
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<i class="fas fa-info-circle mr-2"></i>
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本分析基于公开信息整理,仅供参考,不构成投资建议
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</p>
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<p class="text-xs text-gray-500 mt-2">
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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
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</p>
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</div>
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</footer>
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<script>
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// 股票数据
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const stockData = [
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{ name: '南京港', category: '港口', subcategory: '', logic: '港口运营', hotness: 3 },
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{ name: '宁波港', category: '港口', subcategory: '', logic: '港口运营', hotness: 4 },
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{ name: '广州港', category: '港口', subcategory: '', logic: '港口运营', hotness: 3 },
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||
{ name: '盐田港', category: '港口', subcategory: '', logic: '港口运营', hotness: 3 },
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{ name: '珠海港', category: '港口', subcategory: '', logic: '港口运营', hotness: 3 },
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||
{ name: '连云港', category: '港口', subcategory: '', logic: '港口运营', hotness: 3 },
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{ name: '重庆港', category: '港口', subcategory: '', logic: '港口运营', hotness: 2 },
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{ name: '唐山港', category: '港口', subcategory: '', logic: '港口运营', hotness: 3 },
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||
{ name: '青岛港', category: '港口', subcategory: '', logic: '港口运营', hotness: 3 },
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||
{ name: '日照港', category: '港口', subcategory: '', logic: '港口运营', hotness: 3 },
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||
{ name: '天津港', category: '港口', subcategory: '', logic: '港口运营', hotness: 3 },
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||
{ name: '锦州港', category: '港口', subcategory: '', logic: '港口运营', hotness: 2 },
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||
{ name: '招商港口', category: '港口', subcategory: '', logic: '港口运营', hotness: 4 },
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||
{ name: '秦港股份', category: '港口', subcategory: '', logic: '港口运营', hotness: 3 },
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||
{ name: '北部湾港', category: '港口', subcategory: '', logic: '港口运营', hotness: 3 },
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||
{ name: '上港集团', category: '港口', subcategory: '', logic: '港口运营', hotness: 4 },
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||
{ name: '中船防务', category: '造船', subcategory: '', logic: '船舶制造', hotness: 4 },
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||
{ name: '中国船舶', category: '造船', subcategory: '', logic: '船舶制造', hotness: 5 },
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{ name: '亚光科技', category: '造船', subcategory: '', logic: '船舶制造', hotness: 3 },
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||
{ name: '江龙船艇', category: '造船', subcategory: '', logic: '船舶制造', hotness: 3 },
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||
{ name: '天海防务', category: '造船', subcategory: '', logic: '船舶制造', hotness: 3 },
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||
{ name: '巨力索具', category: '索具/锚链', subcategory: '', logic: '生产索具和锚链产品', hotness: 3 },
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{ name: '亚星锚链', category: '索具/锚链', subcategory: '', logic: '生产索具和锚链产品', hotness: 4 },
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{ name: '招商南油', category: '航运', subcategory: '油品', logic: '油品运输业务', hotness: 4 },
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{ name: '中远海能', category: '航运', subcategory: '油品', logic: '油品运输业务', hotness: 5 },
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||
{ name: '招商轮船', category: '航运', subcategory: '油品', logic: '油品运输业务', hotness: 5 },
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||
{ name: '兴通股份', category: '航运', subcategory: '油品', logic: '油品运输业务', hotness: 3 },
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||
{ name: '盛航股份', category: '航运', subcategory: '油品', logic: '油品运输业务', hotness: 3 },
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||
{ name: '盛航股份', category: '航运', subcategory: '化学品', logic: '化学品运输业务', hotness: 3 },
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||
{ name: '兴通股份', category: '航运', subcategory: '化学品', logic: '化学品运输业务', hotness: 3 },
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||
{ name: '招商南油', category: '航运', subcategory: '化学品', logic: '化学品运输业务', hotness: 4 },
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{ name: '中远海能', category: '航运', subcategory: '化学品', logic: '化学品运输业务', hotness: 4 },
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||
{ name: '宁波海运', category: '航运', subcategory: '煤炭', logic: '煤炭运输业务', hotness: 3 },
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||
{ name: '招商轮船', category: '航运', subcategory: '汽车', logic: '汽车运输业务', hotness: 4 },
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||
{ name: '中远海特', category: '航运', subcategory: '汽车', logic: '汽车运输业务', hotness: 3 },
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||
{ name: '中谷物流', category: '航运', subcategory: '集装箱', logic: '集装箱运输业务', hotness: 4 },
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{ name: '安通控股', category: '航运', subcategory: '集装箱', logic: '集装箱运输业务', hotness: 3 },
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{ name: '中国外运', category: '航运', subcategory: '集装箱', logic: '集装箱运输业务', hotness: 4 },
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{ name: '宁波远洋', category: '航运', subcategory: '集装箱', logic: '集装箱运输业务', hotness: 3 },
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||
{ name: '中远海控', category: '航运', subcategory: '集装箱', logic: '集装箱运输业务', hotness: 4 },
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{ name: '海航科技', category: '航运', subcategory: '集装箱', logic: '集装箱运输业务', hotness: 3 },
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{ name: '中集集团', category: '航运', subcategory: '集装箱', logic: '集装箱运输业务', hotness: 4 },
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{ name: '中远海发', category: '航运', subcategory: '集装箱', logic: '集装箱运输业务', hotness: 3 },
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{ name: '海通发展', category: '航运', subcategory: '船舶租赁', logic: '船舶租赁业务', hotness: 3 },
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||
{ name: '中远海能', category: '航运', subcategory: '船舶租赁', logic: '船舶租赁业务', hotness: 4 },
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||
{ name: '国航远洋', category: '北交所', subcategory: '', logic: '北交所上市', hotness: 2 },
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||
{ name: '华光源海', category: '北交所', subcategory: '', logic: '北交所上市', hotness: 2 }
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];
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// 生成股票表格
|
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function generateStockTable() {
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const tbody = document.getElementById('stockTableBody');
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stockData.forEach((stock, index) => {
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const row = document.createElement('tr');
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row.className = 'stock-row transition-all duration-200';
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// 生成热度星级
|
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let hotnessStars = '';
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for(let i = 0; i < 5; i++) {
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if(i < stock.hotness) {
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hotnessStars += '<i class="fas fa-star text-yellow-400"></i>';
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} else {
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hotnessStars += '<i class="far fa-star text-gray-300"></i>';
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}
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}
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// 生成分类徽章
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let categoryBadge = '';
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if(stock.category === '港口') {
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categoryBadge = '<span class="badge badge-info">港口</span>';
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} else if(stock.category === '造船') {
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categoryBadge = '<span class="badge badge-warning">造船</span>';
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} else if(stock.category === '航运') {
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categoryBadge = '<span class="badge badge-success">航运</span>';
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} else if(stock.category === '索具/锚链') {
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categoryBadge = '<span class="badge badge-secondary">索具/锚链</span>';
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} else {
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categoryBadge = '<span class="badge">北交所</span>';
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}
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row.innerHTML = `
|
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<td class="font-semibold">${stock.name}</td>
|
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<td>${categoryBadge}</td>
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<td class="text-sm">${stock.subcategory || '-'}</td>
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<td class="text-sm">${stock.logic}</td>
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<td>${hotnessStars}</td>
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`;
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tbody.appendChild(row);
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});
|
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}
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// 页面加载完成后执行
|
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document.addEventListener('DOMContentLoaded', function() {
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generateStockTable();
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// 添加平滑滚动
|
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document.querySelectorAll('a[href^="#"]').forEach(anchor => {
|
||
anchor.addEventListener('click', function (e) {
|
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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)';
|
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}
|
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});
|
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}, observerOptions);
|
||
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document.querySelectorAll('.hover-scale, .glass-effect').forEach(el => {
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el.style.opacity = '0';
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el.style.transform = 'translateY(20px)';
|
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el.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
|
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observer.observe(el);
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
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