747 lines
43 KiB
HTML
747 lines
43 KiB
HTML
我将为您创建一个专业的金融投资分析页面，展示"对日反制"投资概念的深度分析。这个页面将融合金融严谨性与现代设计美学。
|
||
|
||
|
||
<!DOCTYPE html>
|
||
<html lang="zh-CN">
|
||
<head>
|
||
<meta charset="UTF-8">
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<title>对日反制投资概念深度分析</title>
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||
<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
|
||
<style>
|
||
@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap');
|
||
|
||
* {
|
||
font-family: 'Inter', system-ui, -apple-system, sans-serif;
|
||
}
|
||
|
||
.glass-morphism {
|
||
background: rgba(255, 255, 255, 0.1);
|
||
backdrop-filter: blur(10px);
|
||
border: 1px solid rgba(255, 255, 255, 0.2);
|
||
}
|
||
|
||
.gradient-border {
|
||
position: relative;
|
||
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
|
||
padding: 2px;
|
||
border-radius: 1rem;
|
||
}
|
||
|
||
.gradient-border-inner {
|
||
background: #0f172a;
|
||
border-radius: calc(1rem - 2px);
|
||
padding: 1.5rem;
|
||
}
|
||
|
||
.timeline-line {
|
||
background: linear-gradient(180deg, #3b82f6 0%, #8b5cf6 100%);
|
||
}
|
||
|
||
.hover-card {
|
||
transition: all 0.3s cubic-bezier(0.4, 0, 0.2, 1);
|
||
}
|
||
|
||
.hover-card:hover {
|
||
transform: translateY(-4px);
|
||
box-shadow: 0 20px 25px -5px rgba(0, 0, 0, 0.3);
|
||
}
|
||
|
||
.pulse-dot {
|
||
animation: pulse 2s cubic-bezier(0.4, 0, 0.6, 1) infinite;
|
||
}
|
||
|
||
@keyframes pulse {
|
||
0%, 100% { opacity: 1; }
|
||
50% { opacity: .5; }
|
||
}
|
||
|
||
.stock-table {
|
||
overflow-x: auto;
|
||
}
|
||
|
||
.stock-table::-webkit-scrollbar {
|
||
height: 8px;
|
||
}
|
||
|
||
.stock-table::-webkit-scrollbar-track {
|
||
background: rgba(255, 255, 255, 0.05);
|
||
border-radius: 4px;
|
||
}
|
||
|
||
.stock-table::-webkit-scrollbar-thumb {
|
||
background: linear-gradient(135deg, #3b82f6 0%, #8b5cf6 100%);
|
||
border-radius: 4px;
|
||
}
|
||
|
||
.tag-primary {
|
||
background: linear-gradient(135deg, #3b82f6 0%, #2563eb 100%);
|
||
}
|
||
|
||
.tag-secondary {
|
||
background: linear-gradient(135deg, #8b5cf6 0%, #7c3aed 100%);
|
||
}
|
||
|
||
.tag-accent {
|
||
background: linear-gradient(135deg, #f59e0b 0%, #d97706 100%);
|
||
}
|
||
|
||
.number-stat {
|
||
background: linear-gradient(135deg, #10b981 0%, #059669 100%);
|
||
-webkit-background-clip: text;
|
||
-webkit-text-fill-color: transparent;
|
||
background-clip: text;
|
||
}
|
||
|
||
.risk-high { border-left: 4px solid #ef4444; }
|
||
.risk-medium { border-left: 4px solid #f59e0b; }
|
||
.risk-low { border-left: 4px solid #10b981; }
|
||
</style>
|
||
</head>
|
||
<body class="bg-gray-950 text-white">
|
||
<!-- Hero Section -->
|
||
<div class="relative min-h-screen flex items-center justify-center overflow-hidden">
|
||
<div class="absolute inset-0 bg-gradient-to-br from-blue-900/20 via-purple-900/20 to-gray-950"></div>
|
||
<div class="absolute inset-0 bg-[url('data:image/svg+xml,%3Csvg width="60" height="60" viewBox="0 0 60 60" xmlns="http://www.w3.org/2000/svg"%3E%3Cg fill="none" fill-rule="evenodd"%3E%3Cg fill="%239C92AC" fill-opacity="0.05"%3E%3Cpath d="M36 34v-4h-2v4h-4v2h4v4h2v-4h4v-2h-4zm0-30V0h-2v4h-4v2h4v4h2V6h4V4h-4zM6 34v-4H4v4H0v2h4v4h2v-4h4v-2H6zM6 4V0H4v4H0v2h4v4h2V6h4V4H6z"/%3E%3C/g%3E%3C/g%3E%3C/svg%3E')]"></div>
|
||
|
||
<div class="relative z-10 max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-20">
|
||
<div class="text-center mb-12">
|
||
<div class="inline-flex items-center px-4 py-2 rounded-full bg-gradient-to-r from-blue-500/20 to-purple-500/20 backdrop-blur-sm mb-6">
|
||
<span class="pulse-dot w-2 h-2 bg-green-400 rounded-full mr-2"></span>
|
||
<span class="text-sm font-medium text-gray-300">2025年下半年地缘政治驱动的投资机会</span>
|
||
</div>
|
||
<h1 class="text-5xl md:text-7xl font-bold mb-6 bg-gradient-to-r from-blue-400 via-purple-400 to-pink-400 bg-clip-text text-transparent">
|
||
对日反制概念
|
||
</h1>
|
||
<p class="text-xl text-gray-400 max-w-3xl mx-auto leading-relaxed">
|
||
地缘政治博弈下的国产替代加速，从精准制裁到产业链重构的投资逻辑梳理
|
||
</p>
|
||
</div>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mt-16">
|
||
<div class="glass-morphism rounded-2xl p-6 hover-card">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-12 h-12 rounded-xl bg-gradient-to-r from-red-500 to-orange-500 flex items-center justify-center">
|
||
<i class="fas fa-exclamation-triangle text-white text-xl"></i>
|
||
</div>
|
||
<h3 class="ml-4 text-lg font-semibold">风险警示</h3>
|
||
</div>
|
||
<p class="text-gray-400">主题炒作早期阶段，警惕情绪退潮风险，政策不确定性高</p>
|
||
</div>
|
||
|
||
<div class="glass-morphism rounded-2xl p-6 hover-card">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-12 h-12 rounded-xl bg-gradient-to-r from-blue-500 to-cyan-500 flex items-center justify-center">
|
||
<i class="fas fa-industry text-white text-xl"></i>
|
||
</div>
|
||
<h3 class="ml-4 text-lg font-semibold">核心机会</h3>
|
||
</div>
|
||
<p class="text-gray-400">资源管制 > 材料替代 > 水产出口，关注实质性国产替代标的</p>
|
||
</div>
|
||
|
||
<div class="glass-morphism rounded-2xl p-6 hover-card">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-12 h-12 rounded-xl bg-gradient-to-r from-purple-500 to-pink-500 flex items-center justify-center">
|
||
<i class="fas fa-chart-line text-white text-xl"></i>
|
||
</div>
|
||
<h3 class="ml-4 text-lg font-semibold">时间窗口</h3>
|
||
</div>
|
||
<p class="text-gray-400">3-6个月关键观察期，等待政策验证，不赌情绪溢价</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Timeline Section -->
|
||
<div class="py-20 px-4 sm:px-6 lg:px-8">
|
||
<div class="max-w-7xl mx-auto">
|
||
<h2 class="text-3xl md:text-4xl font-bold mb-12 text-center">
|
||
<span class="bg-gradient-to-r from-blue-400 to-purple-400 bg-clip-text text-transparent">
|
||
关键事件时间轴
|
||
</span>
|
||
</h2>
|
||
|
||
<div class="relative">
|
||
<div class="absolute left-1/2 transform -translate-x-1/2 w-1 h-full timeline-line rounded-full"></div>
|
||
|
||
<div class="space-y-12">
|
||
<!-- Event 1 -->
|
||
<div class="flex items-center justify-center">
|
||
<div class="w-full md:w-5/12 text-right pr-8 hidden md:block">
|
||
<div class="gradient-border">
|
||
<div class="gradient-border-inner">
|
||
<div class="text-sm text-purple-400 mb-2">2025年5月19日</div>
|
||
<h4 class="text-lg font-semibold mb-2">背景伏笔：资源管制启动</h4>
|
||
<p class="text-gray-400 text-sm">缅甸成为日本T金属第一大供应国，但货源依赖中国境内非法走私，中方加强全链条管控</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="absolute left-1/2 transform -translate-x-1/2 w-4 h-4 bg-blue-500 rounded-full border-4 border-gray-950"></div>
|
||
<div class="w-full md:w-5/12 pl-8 md:hidden">
|
||
<div class="gradient-border">
|
||
<div class="gradient-border-inner">
|
||
<div class="text-sm text-purple-400 mb-2">2025年5月19日</div>
|
||
<h4 class="text-lg font-semibold mb-2">背景伏笔：资源管制启动</h4>
|
||
<p class="text-gray-400 text-sm">缅甸成为日本T金属第一大供应国，但货源依赖中国境内非法走私，中方加强全链条管控</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Event 2 -->
|
||
<div class="flex items-center justify-center">
|
||
<div class="w-full md:w-5/12 text-right pr-8 hidden md:block">
|
||
<div class="gradient-border">
|
||
<div class="gradient-border-inner">
|
||
<div class="text-sm text-orange-400 mb-2">2025年9月8日</div>
|
||
<h4 class="text-lg font-semibold mb-2">精准制裁落地</h4>
|
||
<p class="text-gray-400 text-sm">外交部依据《反外国制裁法》对日本参议员石平实施制裁，冻结资产、禁止交易、人员禁入</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="absolute left-1/2 transform -translate-x-1/2 w-4 h-4 bg-orange-500 rounded-full border-4 border-gray-950 pulse-dot"></div>
|
||
<div class="w-full md:w-5/12 pl-8 md:hidden">
|
||
<div class="gradient-border">
|
||
<div class="gradient-border-inner">
|
||
<div class="text-sm text-orange-400 mb-2">2025年9月8日</div>
|
||
<h4 class="text-lg font-semibold mb-2">精准制裁落地</h4>
|
||
<p class="text-gray-400 text-sm">外交部依据《反外国制裁法》对日本参议员石平实施制裁，冻结资产、禁止交易、人员禁入</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Event 3 -->
|
||
<div class="flex items-center justify-center">
|
||
<div class="w-full md:w-5/12 text-right pr-8 hidden md:block">
|
||
<div class="gradient-border">
|
||
<div class="gradient-border-inner">
|
||
<div class="text-sm text-red-400 mb-2">2025年11月15日</div>
|
||
<h4 class="text-lg font-semibold mb-2">事态升级信号</h4>
|
||
<p class="text-gray-400 text-sm">"玉渊谭天"发布：针对高市早苗挑衅，中方表态从"敦促"升级为"一切后果由日方承担"</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="absolute left-1/2 transform -translate-x-1/2 w-4 h-4 bg-red-500 rounded-full border-4 border-gray-950 pulse-dot"></div>
|
||
<div class="w-full md:w-5/12 pl-8 md:hidden">
|
||
<div class="gradient-border">
|
||
<div class="gradient-border-inner">
|
||
<div class="text-sm text-red-400 mb-2">2025年11月15日</div>
|
||
<h4 class="text-lg font-semibold mb-2">事态升级信号</h4>
|
||
<p class="text-gray-400 text-sm">"玉渊谭天"发布：针对高市早苗挑衅，中方表态从"敦促"升级为"一切后果由日方承担"</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Core Logic Section -->
|
||
<div class="py-20 px-4 sm:px-6 lg:px-8 bg-gradient-to-b from-gray-950 to-gray-900">
|
||
<div class="max-w-7xl mx-auto">
|
||
<h2 class="text-3xl md:text-4xl font-bold mb-12 text-center">
|
||
<span class="bg-gradient-to-r from-cyan-400 to-blue-400 bg-clip-text text-transparent">
|
||
核心逻辑三层递进
|
||
</span>
|
||
</h2>
|
||
|
||
<div class="grid grid-cols-1 lg:grid-cols-3 gap-8">
|
||
<div class="relative">
|
||
<div class="absolute inset-0 bg-gradient-to-r from-blue-500/20 to-transparent rounded-2xl blur-xl"></div>
|
||
<div class="relative glass-morphism rounded-2xl p-8 h-full">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-lg bg-blue-500/20 flex items-center justify-center">
|
||
<span class="text-2xl font-bold text-blue-400">1</span>
|
||
</div>
|
||
<h3 class="ml-3 text-xl font-semibold">政治惩戒必要性</h3>
|
||
</div>
|
||
<p class="text-gray-400 mb-4">
|
||
石平案开创对日政治人物精准制裁先例，法律依据明确，手段涵盖资产冻结、人员禁入、供应链隔离，形成强力震慑。
|
||
</p>
|
||
<div class="flex flex-wrap gap-2">
|
||
<span class="px-3 py-1 rounded-full text-xs font-medium tag-primary">《反外国制裁法》</span>
|
||
<span class="px-3 py-1 rounded-full text-xs font-medium tag-primary">精准制裁</span>
|
||
<span class="px-3 py-1 rounded-full text-xs font-medium tag-primary">民意基础</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="relative">
|
||
<div class="absolute inset-0 bg-gradient-to-r from-purple-500/20 to-transparent rounded-2xl blur-xl"></div>
|
||
<div class="relative glass-morphism rounded-2xl p-8 h-full">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-lg bg-purple-500/20 flex items-center justify-center">
|
||
<span class="text-2xl font-bold text-purple-400">2</span>
|
||
</div>
|
||
<h3 class="ml-3 text-xl font-semibold">资源反制可行性</h3>
|
||
</div>
|
||
<p class="text-gray-400 mb-4">
|
||
日本在半导体材料、高性能陶瓷、OLED材料等领域深度依赖中国供应链。中方已在战略矿产实施全链条管控，具备"卡脖子"能力。
|
||
</p>
|
||
<div class="flex flex-wrap gap-2">
|
||
<span class="px-3 py-1 rounded-full text-xs font-medium tag-secondary">半导体材料</span>
|
||
<span class="px-3 py-1 rounded-full text-xs font-medium tag-secondary">稀土管制</span>
|
||
<span class="px-3 py-1 rounded-full text-xs font-medium tag-secondary">全链条管控</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="relative">
|
||
<div class="absolute inset-0 bg-gradient-to-r from-orange-500/20 to-transparent rounded-2xl blur-xl"></div>
|
||
<div class="relative glass-morphism rounded-2xl p-8 h-full">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-lg bg-orange-500/20 flex items-center justify-center">
|
||
<span class="text-2xl font-bold text-orange-400">3</span>
|
||
</div>
|
||
<h3 class="ml-3 text-xl font-semibold">国力博弈战略性</h3>
|
||
</div>
|
||
<p class="text-gray-400 mb-4">
|
||
日本面临"美关税压力+国内加息+经济疲软"三重困境，GDP连续负增长，对华出口依存度超20%，此时反制可精准打击其执政基础。
|
||
</p>
|
||
<div class="flex flex-wrap gap-2">
|
||
<span class="px-3 py-1 rounded-full text-xs font-medium tag-accent">两线承压</span>
|
||
<span class="px-3 py-1 rounded-full text-xs font-medium tag-accent">战略筹码</span>
|
||
<span class="px-3 py-1 rounded-full text-xs font-medium tag-accent">以点破面</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Stock Data Tables -->
|
||
<div class="py-20 px-4 sm:px-6 lg:px-8">
|
||
<div class="max-w-7xl mx-auto">
|
||
<h2 class="text-3xl md:text-4xl font-bold mb-12 text-center">
|
||
<span class="bg-gradient-to-r from-green-400 to-emerald-400 bg-clip-text text-transparent">
|
||
核心标的深度剖析
|
||
</span>
|
||
</h2>
|
||
|
||
<div class="space-y-8">
|
||
<!-- Semiconductor Materials -->
|
||
<div class="gradient-border">
|
||
<div class="gradient-border-inner">
|
||
<h3 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-microchip mr-3 text-blue-400"></i>
|
||
半导体材料板块
|
||
</h3>
|
||
<div class="stock-table">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 font-semibold text-gray-300">股票代码</th>
|
||
<th class="text-left py-3 px-4 font-semibold text-gray-300">细分领域</th>
|
||
<th class="text-left py-3 px-4 font-semibold text-gray-300">日本产业地位</th>
|
||
<th class="text-left py-3 px-4 font-semibold text-gray-300">核心竞争力</th>
|
||
<th class="text-left py-3 px-4 font-semibold text-gray-300">风险等级</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50 transition-colors">
|
||
<td class="py-3 px-4 font-medium text-blue-400">彤程新材</td>
|
||
<td class="py-3 px-4">ArF/KrF光刻胶</td>
|
||
<td class="py-3 px-4">日系及杜邦主导</td>
|
||
<td class="py-3 px-4">KrF量产，ArF验证中</td>
|
||
<td class="py-3 px-4"><span class="px-2 py-1 rounded text-xs bg-yellow-500/20 text-yellow-400">中等</span></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50 transition-colors">
|
||
<td class="py-3 px-4 font-medium text-blue-400">南大光电</td>
|
||
<td class="py-3 px-4">ArF光刻胶</td>
|
||
<td class="py-3 px-4">日系及杜邦主导</td>
|
||
<td class="py-3 px-4">通过02专项验收</td>
|
||
<td class="py-3 px-4"><span class="px-2 py-1 rounded text-xs bg-yellow-500/20 text-yellow-400">中等</span></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50 transition-colors">
|
||
<td class="py-3 px-4 font-medium text-purple-400">华懋科技</td>
|
||
<td class="py-3 px-4">PSPI</td>
|
||
<td class="py-3 px-4">日本东丽、旭化成主导</td>
|
||
<td class="py-3 px-4">收购徐州博康，PSPI量产</td>
|
||
<td class="py-3 px-4"><span class="px-2 py-1 rounded text-xs bg-red-500/20 text-red-400">高</span></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50 transition-colors">
|
||
<td class="py-3 px-4 font-medium text-purple-400">鼎龙股份</td>
|
||
<td class="py-3 px-4">PSPI</td>
|
||
<td class="py-3 px-4">日本东丽、旭化成主导</td>
|
||
<td class="py-3 px-4">PSPI产品国内领先</td>
|
||
<td class="py-3 px-4"><span class="px-2 py-1 rounded text-xs bg-red-500/20 text-red-400">高</span></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50 transition-colors">
|
||
<td class="py-3 px-4 font-medium text-green-400">华海诚科</td>
|
||
<td class="py-3 px-4">环氧塑封料EMC</td>
|
||
<td class="py-3 px-4">日本住友电工、力森诺科主导</td>
|
||
<td class="py-3 px-4">H1营收占比92.8%</td>
|
||
<td class="py-3 px-4"><span class="px-2 py-1 rounded text-xs bg-green-500/20 text-green-400">低</span></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- High Performance Ceramics -->
|
||
<div class="gradient-border">
|
||
<div class="gradient-border-inner">
|
||
<h3 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-cube mr-3 text-purple-400"></i>
|
||
高性能陶瓷板块
|
||
</h3>
|
||
<div class="stock-table">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 font-semibold text-gray-300">股票代码</th>
|
||
<th class="text-left py-3 px-4 font-semibold text-gray-300">细分领域</th>
|
||
<th class="text-left py-3 px-4 font-semibold text-gray-300">日本产业地位</th>
|
||
<th class="text-left py-3 px-4 font-semibold text-gray-300">技术优势</th>
|
||
<th class="text-left py-3 px-4 font-semibold text-gray-300">风险等级</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50 transition-colors">
|
||
<td class="py-3 px-4 font-medium text-purple-400">国瓷材料</td>
|
||
<td class="py-3 px-4">MLCC陶瓷粉体</td>
|
||
<td class="py-3 px-4">日本京瓷、TDK主导</td>
|
||
<td class="py-3 px-4">全球MLCC粉体龙头</td>
|
||
<td class="py-3 px-4"><span class="px-2 py-1 rounded text-xs bg-green-500/20 text-green-400">低</span></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50 transition-colors">
|
||
<td class="py-3 px-4 font-medium text-purple-400">三环集团</td>
|
||
<td class="py-3 px-4">陶瓷电容</td>
|
||
<td class="py-3 px-4">日本京瓷、TDK主导</td>
|
||
<td class="py-3 px-4">国内MLCC龙头</td>
|
||
<td class="py-3 px-4"><span class="px-2 py-1 rounded text-xs bg-green-500/20 text-green-400">低</span></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50 transition-colors">
|
||
<td class="py-3 px-4 font-medium text-purple-400">中瓷电子</td>
|
||
<td class="py-3 px-4">电子陶瓷外壳</td>
|
||
<td class="py-3 px-4">日本京瓷、TDK主导</td>
|
||
<td class="py-3 px-4">军用电子陶瓷领先</td>
|
||
<td class="py-3 px-4"><span class="px-2 py-1 rounded text-xs bg-yellow-500/20 text-yellow-400">中等</span></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Other Related Stocks -->
|
||
<div class="gradient-border">
|
||
<div class="gradient-border-inner">
|
||
<h3 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-water mr-3 text-cyan-400"></i>
|
||
其他相关板块
|
||
</h3>
|
||
<div class="stock-table">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 font-semibold text-gray-300">股票代码</th>
|
||
<th class="text-left py-3 px-4 font-semibold text-gray-300">细分领域</th>
|
||
<th class="text-left py-3 px-4 font-semibold text-gray-300">关联逻辑</th>
|
||
<th class="text-left py-3 px-4 font-semibold text-gray-300">实际受益度</th>
|
||
<th class="text-left py-3 px-4 font-semibold text-gray-300">投资建议</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50 transition-colors">
|
||
<td class="py-3 px-4 font-medium text-cyan-400">中水渔业</td>
|
||
<td class="py-3 px-4">水产养殖</td>
|
||
<td class="py-3 px-4">对日出口占比10%</td>
|
||
<td class="py-3 px-4"><span class="text-red-400">受损方</span></td>
|
||
<td class="py-3 px-4"><span class="px-2 py-1 rounded text-xs bg-red-500/20 text-red-400">规避</span></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50 transition-colors">
|
||
<td class="py-3 px-4 font-medium text-cyan-400">乐凯胶片</td>
|
||
<td class="py-3 px-4">偏光片TAC膜</td>
|
||
<td class="py-3 px-4">唯一国产TFT-TAC膜</td>
|
||
<td class="py-3 px-4">技术突破但规模小</td>
|
||
<td class="py-3 px-4"><span class="px-2 py-1 rounded text-xs bg-yellow-500/20 text-yellow-400">观察</span></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50 transition-colors">
|
||
<td class="py-3 px-4 font-medium text-cyan-400">中国稀土</td>
|
||
<td class="py-3 px-4">稀土资源</td>
|
||
<td class="py-3 px-4">潜在反制工具</td>
|
||
<td class="py-3 px-4"><span class="text-green-400">高</span></td>
|
||
<td class="py-3 px-4"><span class="px-2 py-1 rounded text-xs bg-green-500/20 text-green-400">关注</span></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Risk Analysis -->
|
||
<div class="py-20 px-4 sm:px-6 lg:px-8 bg-gradient-to-b from-gray-900 to-gray-950">
|
||
<div class="max-w-7xl mx-auto">
|
||
<h2 class="text-3xl md:text-4xl font-bold mb-12 text-center">
|
||
<span class="bg-gradient-to-r from-red-400 to-orange-400 bg-clip-text text-transparent">
|
||
风险提示与挑战
|
||
</span>
|
||
</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
|
||
<div class="glass-morphism rounded-2xl p-6 risk-high hover-card">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-lg bg-red-500/20 flex items-center justify-center">
|
||
<i class="fas fa-exclamation-triangle text-red-400"></i>
|
||
</div>
|
||
<h3 class="ml-3 text-lg font-semibold">技术风险</h3>
|
||
</div>
|
||
<p class="text-gray-400 text-sm mb-3">
|
||
光刻胶需12-18个月验证期，国产良率低、价格高20-30%，若日方断供将导致停产风险
|
||
</p>
|
||
<div class="text-xs text-gray-500">
|
||
关键指标：良率稳定性 < 90%
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-morphism rounded-2xl p-6 risk-high hover-card">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-lg bg-red-500/20 flex items-center justify-center">
|
||
<i class="fas fa-sync-alt text-red-400"></i>
|
||
</div>
|
||
<h3 class="ml-3 text-lg font-semibold">反制螺旋风险</h3>
|
||
</div>
|
||
<p class="text-gray-400 text-sm mb-3">
|
||
日本可能对半导体设备、精密仪器实施出口管制，影响长江存储、中芯国际扩产计划
|
||
</p>
|
||
<div class="text-xs text-gray-500">
|
||
关键指标：东京电子设备出口许可
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-morphism rounded-2xl p-6 risk-medium hover-card">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-lg bg-yellow-500/20 flex items-center justify-center">
|
||
<i class="fas fa-dollar-sign text-yellow-400"></i>
|
||
</div>
|
||
<h3 class="ml-3 text-lg font-semibold">商业化风险</h3>
|
||
</div>
|
||
<p class="text-gray-400 text-sm mb-3">
|
||
规模不经济导致国产替代成本高，晶圆厂替换动力不足，商业化进程缓慢
|
||
</p>
|
||
<div class="text-xs text-gray-500">
|
||
关键指标：国产替代成本差异 > 15%
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-morphism rounded-2xl p-6 risk-medium hover-card">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-lg bg-yellow-500/20 flex items-center justify-center">
|
||
<i class="fas fa-users text-yellow-400"></i>
|
||
</div>
|
||
<h3 class="ml-3 text-lg font-semibold">客户集中度风险</h3>
|
||
</div>
|
||
<p class="text-gray-400 text-sm mb-3">
|
||
华海诚科等公司前五大客户占比超70%，若终端需求下滑将大幅影响业绩
|
||
</p>
|
||
<div class="text-xs text-gray-500">
|
||
关键指标：CR5 > 70%
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-morphism rounded-2xl p-6 risk-low hover-card">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-lg bg-green-500/20 flex items-center justify-center">
|
||
<i class="fas fa-shield-alt text-green-400"></i>
|
||
</div>
|
||
<h3 class="ml-3 text-lg font-semibold">政策持续性</h3>
|
||
</div>
|
||
<p class="text-gray-400 text-sm mb-3">
|
||
国产替代政策具有长期性，即使地缘缓和，产业链安全仍是核心诉求
|
||
</p>
|
||
<div class="text-xs text-gray-500">
|
||
关键指标："十四五"规划延续性
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-morphism rounded-2xl p-6 risk-low hover-card">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-lg bg-green-500/20 flex items-center justify-center">
|
||
<i class="fas fa-chart-line text-green-400"></i>
|
||
</div>
|
||
<h3 class="ml-3 text-lg font-semibold">市场需求确定</h3>
|
||
</div>
|
||
<p class="text-gray-400 text-sm mb-3">
|
||
半导体、新能源等下游需求旺盛，为国产替代提供确定的市场空间
|
||
</p>
|
||
<div class="text-xs text-gray-500">
|
||
关键指标：半导体CAPEX增速 > 10%
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Investment Strategy -->
|
||
<div class="py-20 px-4 sm:px-6 lg:px-8">
|
||
<div class="max-w-7xl mx-auto">
|
||
<div class="gradient-border mb-12">
|
||
<div class="gradient-border-inner text-center">
|
||
<h2 class="text-3xl md:text-4xl font-bold mb-4">
|
||
<span class="bg-gradient-to-r from-emerald-400 to-cyan-400 bg-clip-text text-transparent">
|
||
投资策略与操作建议
|
||
</span>
|
||
</h2>
|
||
<p class="text-gray-400 text-lg">
|
||
当前阶段，观望优于参与。等待政策验证，不赌情绪溢价
|
||
</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="grid grid-cols-1 lg:grid-cols-3 gap-8 mb-12">
|
||
<div class="glass-morphism rounded-2xl p-6 hover-card">
|
||
<div class="text-center mb-6">
|
||
<div class="inline-flex items-center justify-center w-16 h-16 rounded-full bg-gradient-to-r from-green-500 to-emerald-500 mb-4">
|
||
<i class="fas fa-check-circle text-white text-2xl"></i>
|
||
</div>
|
||
<h3 class="text-xl font-bold mb-2">重点配置</h3>
|
||
<p class="text-sm text-gray-400">资源管制 > 材料替代 > 水产出口</p>
|
||
</div>
|
||
<div class="space-y-3">
|
||
<div class="flex items-center">
|
||
<span class="w-2 h-2 bg-green-400 rounded-full mr-3"></span>
|
||
<span class="text-sm">中国稀土（资源定价权）</span>
|
||
</div>
|
||
<div class="flex items-center">
|
||
<span class="w-2 h-2 bg-green-400 rounded-full mr-3"></span>
|
||
<span class="text-sm">华海诚科（EMC龙头）</span>
|
||
</div>
|
||
<div class="flex items-center">
|
||
<span class="w-2 h-2 bg-green-400 rounded-full mr-3"></span>
|
||
<span class="text-sm">鼎龙股份（PSPI量产）</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-morphism rounded-2xl p-6 hover-card">
|
||
<div class="text-center mb-6">
|
||
<div class="inline-flex items-center justify-center w-16 h-16 rounded-full bg-gradient-to-r from-yellow-500 to-orange-500 mb-4">
|
||
<i class="fas fa-eye text-white text-2xl"></i>
|
||
</div>
|
||
<h3 class="text-xl font-bold mb-2">观察等待</h3>
|
||
<p class="text-sm text-gray-400">技术突破但规模尚小</p>
|
||
</div>
|
||
<div class="space-y-3">
|
||
<div class="flex items-center">
|
||
<span class="w-2 h-2 bg-yellow-400 rounded-full mr-3"></span>
|
||
<span class="text-sm">彤程新材（光刻胶验证）</span>
|
||
</div>
|
||
<div class="flex items-center">
|
||
<span class="w-2 h-2 bg-yellow-400 rounded-full mr-3"></span>
|
||
<span class="text-sm">乐凯胶片（TAC膜研发）</span>
|
||
</div>
|
||
<div class="flex items-center">
|
||
<span class="w-2 h-2 bg-yellow-400 rounded-full mr-3"></span>
|
||
<span class="text-sm">南大光电（ArF进展）</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-morphism rounded-2xl p-6 hover-card">
|
||
<div class="text-center mb-6">
|
||
<div class="inline-flex items-center justify-center w-16 h-16 rounded-full bg-gradient-to-r from-red-500 to-pink-500 mb-4">
|
||
<i class="fas fa-times-circle text-white text-2xl"></i>
|
||
</div>
|
||
<h3 class="text-xl font-bold mb-2">坚决规避</h3>
|
||
<p class="text-sm text-gray-400">逻辑错误，将直接受损</p>
|
||
</div>
|
||
<div class="space-y-3">
|
||
<div class="flex items-center">
|
||
<span class="w-2 h-2 bg-red-400 rounded-full mr-3"></span>
|
||
<span class="text-sm">中水渔业（水产出口）</span>
|
||
</div>
|
||
<div class="flex items-center">
|
||
<span class="w-2 h-2 bg-red-400 rounded-full mr-3"></span>
|
||
<span class="text-sm">国联水产（对日依赖）</span>
|
||
</div>
|
||
<div class="flex items-center">
|
||
<span class="w-2 h-2 bg-red-400 rounded-full mr-3"></span>
|
||
<span class="text-sm">獐子岛（贸易风险）</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Key Metrics -->
|
||
<div class="glass-morphism rounded-2xl p-8">
|
||
<h3 class="text-2xl font-bold mb-6">关键跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-6">
|
||
<div class="text-center">
|
||
<div class="text-3xl font-bold number-stat mb-2">≥2次/月</div>
|
||
<div class="text-sm text-gray-400">部级官员提及反制</div>
|
||
</div>
|
||
<div class="text-center">
|
||
<div class="text-3xl font-bold number-stat mb-2">≥1项</div>
|
||
<div class="text-sm text-gray-400">贸易救济立案</div>
|
||
</div>
|
||
<div class="text-center">
|
||
<div class="text-3xl font-bold number-stat mb-2">>30天</div>
|
||
<div class="text-sm text-gray-400">出口许可周期</div>
|
||
</div>
|
||
<div class="text-center">
|
||
<div class="text-3xl font-bold number-stat mb-2">>15%</div>
|
||
<div class="text-sm text-gray-400">概念股换手率</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Footer -->
|
||
<footer class="py-12 px-4 border-t border-gray-800">
|
||
<div class="max-w-7xl mx-auto text-center">
|
||
<p class="text-gray-500 text-sm">
|
||
* 本分析基于公开信息整理，不构成投资建议。投资有风险，决策需谨慎。
|
||
</p>
|
||
<p class="text-gray-600 text-xs mt-4">
|
||
数据来源：外交部、产业库、公司财报、机构调研 | 更新时间：2025年11月
|
||
</p>
|
||
</div>
|
||
</footer>
|
||
|
||
<script>
|
||
// Add smooth scroll behavior
|
||
document.querySelectorAll('a[href^="#"]').forEach(anchor => {
|
||
anchor.addEventListener('click', function (e) {
|
||
e.preventDefault();
|
||
const target = document.querySelector(this.getAttribute('href'));
|
||
if (target) {
|
||
target.scrollIntoView({ behavior: 'smooth' });
|
||
}
|
||
});
|
||
});
|
||
|
||
// Add intersection observer for fade-in 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 = '1';
|
||
entry.target.style.transform = 'translateY(0)';
|
||
}
|
||
});
|
||
}, observerOptions);
|
||
|
||
document.querySelectorAll('.hover-card').forEach(card => {
|
||
card.style.opacity = '0';
|
||
card.style.transform = 'translateY(20px)';
|
||
card.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
|
||
observer.observe(card);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|