448 lines
31 KiB
HTML
448 lines
31 KiB
HTML
<!DOCTYPE html>
|
||
<html lang="zh-CN" data-theme="night">
|
||
<head>
|
||
<meta charset="UTF-8">
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<title>华为抖音支付 - 概念深度投研</title>
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.2/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
|
||
<style>
|
||
@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
|
||
|
||
body {
|
||
font-family: 'Noto Sans SC', sans-serif;
|
||
background-color: #020010;
|
||
color: #E0E0E0;
|
||
overflow-x: hidden;
|
||
}
|
||
|
||
.glass-card {
|
||
background: rgba(10, 10, 30, 0.4);
|
||
backdrop-filter: blur(20px);
|
||
-webkit-backdrop-filter: blur(20px);
|
||
border: 1px solid rgba(255, 255, 255, 0.1);
|
||
border-radius: 1.5rem;
|
||
box-shadow: 0 8px 32px 0 rgba(31, 38, 135, 0.37);
|
||
}
|
||
|
||
.glow-shadow {
|
||
box-shadow: 0 0 15px rgba(0, 225, 255, 0.2), 0 0 30px rgba(77, 0, 255, 0.2);
|
||
}
|
||
|
||
.bento-grid {
|
||
display: grid;
|
||
grid-template-columns: repeat(auto-fit, minmax(300px, 1fr));
|
||
gap: 1rem;
|
||
}
|
||
|
||
.gradient-text {
|
||
background: linear-gradient(90deg, #93c5fd, #a78bfa);
|
||
-webkit-background-clip: text;
|
||
-webkit-text-fill-color: transparent;
|
||
background-clip: text;
|
||
text-fill-color: transparent;
|
||
}
|
||
|
||
.tab-lifted.tab-active {
|
||
background-color: rgba(10, 10, 30, 0.4) !important;
|
||
border-bottom-color: transparent !important;
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="min-h-screen">
|
||
<!-- Background Gradient Glows -->
|
||
<div class="absolute top-0 left-0 w-full h-full overflow-hidden z-[-1]">
|
||
<div class="absolute -top-1/4 -left-1/4 w-1/2 h-1/2 bg-purple-600/20 rounded-full filter blur-[150px]"></div>
|
||
<div class="absolute -bottom-1/4 -right-1/4 w-1/2 h-1/2 bg-cyan-400/20 rounded-full filter blur-[150px]"></div>
|
||
</div>
|
||
|
||
<div class="container mx-auto p-4 sm:p-8">
|
||
|
||
<header class="text-center mb-12">
|
||
<h1 class="text-4xl sm:text-6xl font-bold gradient-text tracking-wider">华为抖音支付</h1>
|
||
<p class="text-xl mt-4 text-gray-400">概念深度投研报告</p>
|
||
<p class="text-sm mt-2 text-gray-500">Presented by 价小前投研 (AI投研Agent)</p>
|
||
</header>
|
||
|
||
<main class="space-y-12">
|
||
<!-- 0. Concept Event -->
|
||
<section class="glass-card p-8 glow-shadow">
|
||
<h2 class="text-2xl font-bold mb-6 border-l-4 border-cyan-400 pl-4">概念事件与时间轴</h2>
|
||
<ul class="timeline timeline-snap-icon max-md:timeline-compact timeline-vertical">
|
||
<li>
|
||
<div class="timeline-middle">
|
||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.001-5.5a.75.75 0 00-.102-1.06z" clip-rule="evenodd" /></svg>
|
||
</div>
|
||
<div class="timeline-start md:text-end mb-10">
|
||
<time class="font-mono italic">~ 2024年7月</time>
|
||
<div class="text-lg font-black">平行发展</div>
|
||
华为旗下“花瓣支付”与“抖音支付”作为独立的持牌支付机构各自发展。2024年7月29日，两者同批续展支付牌照，标志其在监管层面处于同一起跑线。
|
||
</div>
|
||
<hr/>
|
||
</li>
|
||
<li>
|
||
<hr/>
|
||
<div class="timeline-middle">
|
||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.001-5.5a.75.75 0 00-.102-1.06z" clip-rule="evenodd" /></svg>
|
||
</div>
|
||
<div class="timeline-end mb-10">
|
||
<time class="font-mono italic">2024年8月</time>
|
||
<div class="text-lg font-black">生态交集</div>
|
||
双方生态系统出现初步交集。抖音搜索App上架华为应用商店，且市场上已存在同时代理华为鲸鸿智能和抖音巨量引擎的广告服务商，合作基础显现。
|
||
</div>
|
||
<hr/>
|
||
</li>
|
||
<li>
|
||
<hr/>
|
||
<div class="timeline-middle">
|
||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.001-5.5a.75.75 0 00-.102-1.06z" clip-rule="evenodd" /></svg>
|
||
</div>
|
||
<div class="timeline-start md:text-end mb-10">
|
||
<time class="font-mono italic">2025年3月</time>
|
||
<div class="text-lg font-black text-cyan-300">关键催化</div>
|
||
概念的直接引爆点：华为官方宣布，鸿蒙原生版抖音已上线电商购物功能，完整支持从浏览、客服到**下单支付**的全链路。这是双方在交易层最实质性的进展。
|
||
</div>
|
||
<hr/>
|
||
</li>
|
||
<li>
|
||
<hr/>
|
||
<div class="timeline-middle">
|
||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.001-5.5a.75.75 0 00-.102-1.06z" clip-rule="evenodd" /></svg>
|
||
</div>
|
||
<div class="timeline-end">
|
||
<time class="font-mono italic">研报数据</time>
|
||
<div class="text-lg font-black">市场参照</div>
|
||
华为的主要竞争对手荣耀，已在抖音电商取得巨大成功（2024年618期间GMV达3.5亿+），为华为深化与抖音电商的合作提供了强烈的商业动机和成功路径。
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</section>
|
||
|
||
<!-- 1. Core View Summary -->
|
||
<section class="glass-card p-8">
|
||
<h2 class="text-2xl font-bold mb-6 border-l-4 border-cyan-400 pl-4">核心观点摘要</h2>
|
||
<p class="text-lg leading-relaxed text-gray-300">“华为抖音支付”概念目前处于由<strong class="text-cyan-300">功能性集成</strong>向<strong class="text-purple-300">战略性合作想象</strong>过渡的<strong class="text-yellow-300">早期主题炒作阶段</strong>。其核心驱动力源于华为鸿蒙生态对“杀手级”应用内容与交易闭环的迫切需求，以及抖音电商生态对新增长渠道和支付独立的战略诉求。未来潜力巨大，但当前合作深度有限，<strong class="text-red-400">市场预期与现有事实之间存在显著差距</strong>。</p>
|
||
</section>
|
||
|
||
<!-- 2. Core Logic -->
|
||
<section x-data="{}" class="space-y-8">
|
||
<h2 class="text-2xl font-bold border-l-4 border-cyan-400 pl-4">核心逻辑与市场认知分析</h2>
|
||
<div class="glass-card p-8">
|
||
<h3 class="text-xl font-semibold mb-4 gradient-text">核心驱动力：两大巨头生态的战略互补</h3>
|
||
<p class="mb-6 text-gray-400">该概念的根本逻辑是“<strong class="text-white">流量巨头与终端巨头的价值交换</strong>”。双方基于各自的核心战略需求，在生态层面进行深度互补。</p>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="border border-purple-500/30 rounded-2xl p-6 bg-purple-900/10">
|
||
<h4 class="font-bold text-lg text-purple-300">华为 (硬件+OS) 的需求</h4>
|
||
<p class="mt-2 text-gray-300">鸿蒙成功的关键在于构建繁荣的原生应用生态。抖音作为国民级应用，其支付闭环的打通是鸿蒙从“能用”到“好用”的决定性一步，旨在打造无缝用户体验，对抗苹果和安卓生态。</p>
|
||
</div>
|
||
<div class="border border-cyan-500/30 rounded-2xl p-6 bg-cyan-900/10">
|
||
<h4 class="font-bold text-lg text-cyan-300">抖音 (内容+电商) 的需求</h4>
|
||
<p class="mt-2 text-gray-300">抖音电商GMV高速增长，对支付通道的稳定性和成本效率要求极高。接入鸿蒙能触达海量高质量终端用户，是重要增量渠道；同时推广自家支付，降低对微信/支付宝依赖，是其“支付独立”的长期战略。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-card p-8">
|
||
<h3 class="text-xl font-semibold mb-4 gradient-text">预期差分析：市场想象 VS 数据现实</h3>
|
||
<p class="mb-6 text-red-400 font-bold text-lg">存在巨大的预期差，这是该概念最核心的特征。</p>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="border border-yellow-500/30 rounded-2xl p-6 bg-yellow-900/10">
|
||
<h4 class="font-bold text-lg text-yellow-300">市场普遍认知</h4>
|
||
<p class="mt-2 text-gray-300">华为与抖音正在联手打造一个新的支付体系，意图挑战现有支付格局，相关产业链公司将深度受益。</p>
|
||
</div>
|
||
<div class="border border-red-500/30 rounded-2xl p-6 bg-red-900/10">
|
||
<h4 class="font-bold text-lg text-red-300">数据揭示的现实</h4>
|
||
<ul class="mt-2 text-gray-300 space-y-2 list-disc list-inside">
|
||
<li><strong>合作层级：</strong>仅停留在<strong class="text-white">应用功能适配</strong>，远非战略联盟。</li>
|
||
<li><strong>证伪信号：</strong><strong class="text-white">路演数据完全空白</strong>，表明这并非相关公司的核心战略议题。</li>
|
||
<li><strong>支付主体：</strong>鸿蒙版抖音“下单支付”很可能仍是调用抖音支付或微信/支付宝接口，而非特指华为“花瓣支付”。</li>
|
||
<li><strong>产业链关联：</strong>目前关联个股多为市场拼凑，缺乏实际业务证实。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="mt-6 text-sm text-gray-500 prose">
|
||
<h4>数据来源交叉验证：</h4>
|
||
<p>市场热度主要由 <strong class="text-cyan-400">新闻事件</strong> 点燃，但 <strong class="text-red-400">研报层面完全没有直接覆盖</strong>，<strong class="text-red-400">路演层面信息完全真空</strong>。这种信息不对称性表明市场情绪偏向乐观想象，缺乏公司和研究层面的背书，显得较为脆弱。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 3. Catalysts & Future Path -->
|
||
<section class="glass-card p-8">
|
||
<h2 class="text-2xl font-bold mb-6 border-l-4 border-cyan-400 pl-4">关键催化剂与未来发展路径</h2>
|
||
<div class="flex flex-col md:flex-row gap-8">
|
||
<div class="flex-1">
|
||
<h3 class="text-lg font-semibold text-purple-300 mb-3">近期催化剂 (未来3-6个月)</h3>
|
||
<ul class="space-y-3 list-disc list-inside text-gray-300">
|
||
<li><strong>华为开发者大会(HDC):</strong> 是否宣布与抖音在支付、钱包等领域达成更深层次战略合作。</li>
|
||
<li><strong>抖音电商数据披露:</strong> 来自鸿蒙原生应用的GMV或支付订单量占比是否显著提升。</li>
|
||
<li><strong>华为新品发布会:</strong> 是否将“无缝抖音购物支付体验”作为核心卖点宣传。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="flex-1">
|
||
<h3 class="text-lg font-semibold text-cyan-300 mb-3">长期发展路径</h3>
|
||
<ul class="steps steps-vertical">
|
||
<li class="step step-primary"><strong>功能集成期 (当前):</strong> 完成原生应用开发，打通支付全链路。</li>
|
||
<li class="step"><strong>体验融合期:</strong> 抖音支付深度集成至华为钱包，实现账户互通、NFC碰一碰支付。</li>
|
||
<li class="step"><strong>生态共建期:</strong> 在数字人民币、跨境支付、金融科技领域联合创新。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 4. Industry Chain -->
|
||
<section class="glass-card p-8">
|
||
<h2 class="text-2xl font-bold mb-6 border-l-4 border-cyan-400 pl-4">产业链与核心公司深度剖析</h2>
|
||
<div id="echarts-industry-chain" class="w-full h-96 md:h-[500px] mb-6"></div>
|
||
<div class="prose max-w-none prose-invert prose-p:text-gray-300 prose-li:text-gray-300">
|
||
<h4>核心玩家对比</h4>
|
||
<ul>
|
||
<li><strong>逻辑最纯粹 (华为侧):</strong>
|
||
<ul>
|
||
<li><strong>楚天龙:</strong> 逻辑最硬。直接参与花瓣支付的数字人民币底层建设，与华为支付战略高度绑定。</li>
|
||
<li><strong>华峰超纤/蜂助手/世纪恒通:</strong> 花瓣支付直接服务商，业务量与花瓣支付推广直接相关。</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>逻辑最纯粹 (抖音侧):</strong>
|
||
<ul>
|
||
<li><strong>值得买:</strong> 为抖音支付提供营销(DP)服务，直接受益于抖音支付的推广需求。</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>协同性与想象空间:</strong>
|
||
<ul>
|
||
<li><strong>拉卡拉/科蓝软件:</strong> 生态的“赋能者”，帮助更多商户或银行接入鸿蒙/华为支付生态，想象空间较大。</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<h4>验证与证伪</h4>
|
||
<p><strong class="text-green-400">验证点:</strong> 研报中提到抖音电商重点发力 <strong class="text-white">3C数码</strong> 品类，并为“<strong class="text-white">中国智造</strong>”品牌定制营销IP。这与华为的品牌定位高度契合，验证了双方存在深度合作的商业基础。</p>
|
||
<p><strong class="text-red-400">证伪点:</strong> <strong class="text-white">路演数据的“零提及”</strong> 是对市场过高预期的强力证伪，揭示了市场情绪与公司实际战略之间的脱节。</p>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 5. Risks & Conclusion -->
|
||
<section class="bento-grid">
|
||
<div class="glass-card p-8 md:col-span-2">
|
||
<h2 class="text-2xl font-bold mb-6 border-l-4 border-red-400 pl-4">潜在风险与挑战</h2>
|
||
<ul class="space-y-4">
|
||
<li class="flex items-start">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3 text-red-400 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 8v4m0 4h.01M21 12a9 9 0 11-18 0 9 9 0 0118 0z" /></svg>
|
||
<div>
|
||
<h4 class="font-semibold">商业化风险</h4>
|
||
<p class="text-gray-400">用户支付习惯迁移是最大挑战。微信支付和支付宝拥有极强的用户粘性，改变用户习惯成本极高。</p>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3 text-red-400 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 8v4m0 4h.01M21 12a9 9 0 11-18 0 9 9 0 0118 0z" /></svg>
|
||
<div>
|
||
<h4 class="font-semibold">政策与竞争风险</h4>
|
||
<p class="text-gray-400">支付是阿里和腾讯的核心腹地，必将面临激烈竞争。同时，深入合作可能引发数据安全、反垄断等监管审查。</p>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3 text-red-400 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 8v4m0 4h.01M21 12a9 9 0 11-18 0 9 9 0 0118 0z" /></svg>
|
||
<div>
|
||
<h4 class="font-semibold">信息交叉验证风险</h4>
|
||
<p class="text-gray-400">新闻的热度与路演/研报的冷淡形成鲜明对比。概念的信息基础薄弱，更多是基于单点信息的放大解读。</p>
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
<div class="glass-card p-8 md:col-span-2">
|
||
<h2 class="text-2xl font-bold mb-6 border-l-4 border-green-400 pl-4">综合结论与投资启示</h2>
|
||
<p class="mb-4 text-gray-300">"华为抖音支付"本质上是一个基于“强强联合”宏大叙事的<strong class="text-yellow-300">早期主题</strong>，目前仍处于<strong class="text-yellow-300">纯粹的题材炒作阶段</strong>，而非基本面驱动。投资者需清醒认识到想象与现实的鸿沟。</p>
|
||
<h4 class="font-semibold text-lg text-green-300 mb-2">最具投资价值的方向：</h4>
|
||
<ul class="space-y-2 list-disc list-inside text-gray-400">
|
||
<li><strong>华为鸿蒙生态建设：</strong>投资为鸿蒙提供核心技术、应用开发和安全服务的公司，确定性更高。</li>
|
||
<li><strong>抖音电商与本地生活：</strong>投资深度服务于抖音电商增长的营销、代运营(DP)和供应链公司。</li>
|
||
<li><strong>数字人民币基础设施：</strong>在华为支付服务商中，与数字人民币战略结合最紧密的标的(如楚天龙)更具长期价值。</li>
|
||
</ul>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock List -->
|
||
<section class="glass-card p-8 glow-shadow">
|
||
<h2 class="text-2xl font-bold mb-6 border-l-4 border-cyan-400 pl-4">相关概念股梳理</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr class="text-base text-cyan-200">
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>分类</th>
|
||
<th>信源</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-bold">华峰超纤</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300180" target="_blank" class="link link-hover text-purple-300">300180</a></td>
|
||
<td>全资子公司威富通为花瓣支付的服务商之一</td>
|
||
<td><div class="badge badge-primary badge-outline">华为支付(花瓣)</div></td>
|
||
<td>互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">蜂助手</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=301382" target="_blank" class="link link-hover text-purple-300">301382</a></td>
|
||
<td>公司已与HUAWEI支付达成合作</td>
|
||
<td><div class="badge badge-primary badge-outline">华为支付(花瓣)</div></td>
|
||
<td>互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">世纪恒通</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=301428" target="_blank" class="link link-hover text-purple-300">301428</a></td>
|
||
<td>花瓣支付服务商</td>
|
||
<td><div class="badge badge-primary badge-outline">华为支付(花瓣)</div></td>
|
||
<td>互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">新晨科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300542" target="_blank" class="link link-hover text-purple-300">300542</a></td>
|
||
<td>公司与HUAWEI在金融行业多个用户的项目中均有良好合作</td>
|
||
<td><div class="badge badge-primary badge-outline">华为支付(花瓣)</div></td>
|
||
<td>互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">楚天龙</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=003040" target="_blank" class="link link-hover text-purple-300">003040</a></td>
|
||
<td>通过楚天龙智能合约平台，公司协助花瓣支付打造支持数字人民币基础设施底座</td>
|
||
<td><div class="badge badge-primary badge-outline">华为支付(花瓣)</div></td>
|
||
<td>互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">科蓝软件</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300663" target="_blank" class="link link-hover text-purple-300">300663</a></td>
|
||
<td>公司的互联网支付平台可协助金融客户实现与花瓣支付对接</td>
|
||
<td><div class="badge badge-primary badge-outline">华为支付(花瓣)</div></td>
|
||
<td>互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">拉卡拉</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300773" target="_blank" class="link link-hover text-purple-300">300773</a></td>
|
||
<td>双方在鸿蒙支付生态领域一直保持密切合作</td>
|
||
<td><div class="badge badge-primary badge-outline">华为支付(花瓣)</div></td>
|
||
<td>互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">优博讯</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300531" target="_blank" class="link link-hover text-purple-300">300531</a></td>
|
||
<td>公司参与了华为手机钱包收款相关核心功能的开发，公司的金融POS产品均支持华为手机钱包支付</td>
|
||
<td><div class="badge badge-primary badge-outline">华为支付(花瓣)</div></td>
|
||
<td>互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">值得买</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300785" target="_blank" class="link link-hover text-purple-300">300785</a></td>
|
||
<td>子公司星罗为抖音支付提供抖音营销服务(DP服务)</td>
|
||
<td><div class="badge badge-accent badge-outline">抖音支付</div></td>
|
||
<td>互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">天虹股份</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002419" target="_blank" class="link link-hover text-purple-300">002419</a></td>
|
||
<td>开设抖音官方直播间，创新性地携抖音券功能，成为抖音首批探索本地生活服务的零售购百企业</td>
|
||
<td><div class="badge badge-accent badge-outline">抖音支付</div></td>
|
||
<td>调研</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
|
||
<footer class="text-center mt-16 text-gray-600 text-xs">
|
||
<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>
|
||
<p class="mt-1">本报告为AI合成数据，不构成任何投资建议，投资需谨慎。</p>
|
||
</footer>
|
||
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
var chartDom = document.getElementById('echarts-industry-chain');
|
||
var myChart = echarts.init(chartDom, 'dark'); // Initialize with dark theme
|
||
var option;
|
||
|
||
option = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: {
|
||
formatter: '{b}'
|
||
},
|
||
series: [{
|
||
type: 'graph',
|
||
layout: 'force',
|
||
force: {
|
||
repulsion: 250,
|
||
edgeLength: [50, 150]
|
||
},
|
||
roam: true,
|
||
label: {
|
||
show: true,
|
||
position: 'right',
|
||
color: '#fff',
|
||
fontSize: 12
|
||
},
|
||
data: [
|
||
{ id: 'root', name: '华为抖音支付产业链', symbolSize: 50, itemStyle: { color: '#00bcd4' }, category: 0 },
|
||
{ id: 'upstream', name: '上游: 技术与基础设施', symbolSize: 30, itemStyle: { color: '#8e44ad' }, category: 1 },
|
||
{ id: 'midstream', name: '中游: 平台与服务', symbolSize: 30, itemStyle: { color: '#2980b9' }, category: 2 },
|
||
{ id: 'downstream', name: '下游: 应用场景', symbolSize: 30, itemStyle: { color: '#27ae60' }, category: 3 },
|
||
// Upstream companies
|
||
{ id: 'chutianlong', name: '楚天龙(数币技术)', symbolSize: 20, itemStyle: { opacity: 0.9 }, category: 1 },
|
||
{ id: 'kelan', name: '科蓝软件(支付系统)', symbolSize: 20, itemStyle: { opacity: 0.9 }, category: 1 },
|
||
{ id: 'xinchen', name: '新晨科技', symbolSize: 20, itemStyle: { opacity: 0.9 }, category: 1 },
|
||
{ id: 'youboxun', name: '优博讯(终端硬件)', symbolSize: 20, itemStyle: { opacity: 0.9 }, category: 1 },
|
||
// Midstream companies
|
||
{ id: 'huawei', name: '核心平台: 华为', symbolSize: 25, itemStyle: { color: '#e67e22' }, category: 2 },
|
||
{ id: 'douyin', name: '核心平台: 抖音', symbolSize: 25, itemStyle: { color: '#e67e22' }, category: 2 },
|
||
{ id: 'huafeng', name: '华峰超纤(华为服务商)', symbolSize: 20, itemStyle: { opacity: 0.9 }, category: 2 },
|
||
{ id: 'fengzhushou', name: '蜂助手(华为服务商)', symbolSize: 20, itemStyle: { opacity: 0.9 }, category: 2 },
|
||
{ id: 'lakala', name: '拉卡拉(生态合作)', symbolSize: 20, itemStyle: { opacity: 0.9 }, category: 2 },
|
||
{ id: 'zhidemai', name: '值得买(抖音服务商)', symbolSize: 20, itemStyle: { opacity: 0.9 }, category: 2 },
|
||
// Downstream companies
|
||
{ id: 'dsecommerce', name: '线上电商', symbolSize: 20, itemStyle: { opacity: 0.9 }, category: 3 },
|
||
{ id: 'locallife', name: '本地生活(天虹股份)', symbolSize: 20, itemStyle: { opacity: 0.9 }, category: 3 },
|
||
],
|
||
links: [
|
||
{ source: 'root', target: 'upstream' },
|
||
{ source: 'root', target: 'midstream' },
|
||
{ source: 'root', target: 'downstream' },
|
||
// Upstream links
|
||
{ source: 'upstream', target: 'chutianlong' },
|
||
{ source: 'upstream', target: 'kelan' },
|
||
{ source: 'upstream', target: 'xinchen' },
|
||
{ source: 'upstream', target: 'youboxun' },
|
||
// Midstream links
|
||
{ source: 'midstream', target: 'huawei' },
|
||
{ source: 'midstream', target: 'douyin' },
|
||
{ source: 'midstream', target: 'huafeng' },
|
||
{ source: 'midstream', target: 'fengzhushou' },
|
||
{ source: 'midstream', target: 'lakala' },
|
||
{ source: 'midstream', target: 'zhidemai' },
|
||
// Downstream links
|
||
{ source: 'downstream', target: 'dsecommerce' },
|
||
{ source: 'downstream', target: 'locallife' },
|
||
// Cross links
|
||
{ source: 'huawei', target: 'chutianlong' },
|
||
{ source: 'douyin', target: 'zhidemai' },
|
||
{ source: 'dsecommerce', target: 'douyin' },
|
||
],
|
||
categories: [
|
||
{ name: '核心概念' },
|
||
{ name: '上游' },
|
||
{ name: '中游' },
|
||
{ name: '下游' }
|
||
]
|
||
}]
|
||
};
|
||
|
||
myChart.setOption(option);
|
||
|
||
window.addEventListener('resize', myChart.resize);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |