855 lines
82 KiB
HTML
855 lines
82 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<title>深度投研报告: 房地产产业链</title>
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@import url('https://fonts.googleapis.com/css2?family=Orbitron:wght@400;700&family=Noto+Sans+SC:wght@300;400;700&display=swap');
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:root {
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font-family: 'Noto Sans SC', sans-serif;
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background-color: #000010;
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background-image:
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radial-gradient(ellipse 200% 200% at 50% 100%, rgba(0, 10, 40, 0.8) 0%, rgba(0, 0, 16, 0) 60%),
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border: 1px solid rgba(0, 246, 255, 0.2);
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border-radius: 2rem; /* 32px */
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box-shadow: 0 0 20px rgba(0, 246, 255, 0.1), inset 0 0 10px rgba(0, 246, 255, 0.05);
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</style>
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</head>
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<body class="min-h-screen p-4 sm:p-8">
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<div class="container mx-auto max-w-7xl space-y-8">
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<!-- Header -->
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<header class="text-center p-6 glass-card">
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<h1 class="font-orbitron text-3xl md:text-5xl font-bold glow-text tracking-widest">房地产产业链</h1>
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<p class="mt-4 text-lg text-cyan-200">深度投研报告</p>
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<p class="mt-2 text-xs opacity-60">北京价值前沿科技有限公司 AI投研agent：“价小前投研”</p>
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</header>
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<!-- Concept Insight -->
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<main class="space-y-12">
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<section id="insight" class="glass-card p-6 md:p-10">
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<h2 class="section-title glow-text mb-8">概念洞察 (Concept Insight)</h2>
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<!-- Core Viewpoint Summary in Bento Grid -->
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<div class="bento-grid mb-12">
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<div class="glass-card p-6 rounded-3xl col-span-1 md:col-span-2">
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<h3 class="font-orbitron text-xl text-cyan-300 mb-4">核心观点摘要</h3>
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<p class="text-base leading-relaxed">
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房地产产业链正处于由强力政策驱动的“强制寻底”阶段，其核心逻辑已从过去的规模扩张转向“<strong class="text-cyan-300">去库存、控供给、稳价格</strong>”的存量博弈新范式。核心驱动力是国家层面为化解系统性风险而采取的供给与需求双端干预。未来潜力将不再是全行业的普涨，而是向<strong class="text-cyan-300">存量运营、后周期服务</strong>以及在行业出清中胜出的<strong class="text-cyan-300">高信用主体（央国企）</strong>高度集中的结构性机会。
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</p>
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</div>
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<div class="glass-card p-6 rounded-3xl">
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<h3 class="font-orbitron text-xl text-cyan-300 mb-4">概念事件</h3>
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<p>由政策主导的结构性变革。核心事件是国家宏观调控思路从被动的“防风险”转向主动的“<strong class="text-cyan-300">稳定市场、优化结构</strong>”。</p>
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</div>
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<div class="glass-card p-6 rounded-3xl">
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<h3 class="font-orbitron text-xl text-cyan-300 mb-4">市场热度与情绪</h3>
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<p>典型的<strong class="text-cyan-300">政策驱动型热度</strong>，但情绪呈现“冷热不均”和“短多长空”特征。基本面的严峻性与政策的强力托底形成鲜明对比。</p>
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</div>
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</div>
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<!-- Key Data Points & Charts -->
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-12">
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<div id="sales-chart" class="glass-card p-4 min-h-[300px]"></div>
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<div id="credit-risk-chart" class="glass-card p-4 min-h-[300px]"></div>
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<div id="inventory-chart" class="glass-card p-4 min-h-[300px]"></div>
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</div>
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<!-- Detailed Analysis -->
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<div class="space-y-8">
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<div>
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<h3 class="font-orbitron text-2xl text-cyan-300 mb-4 border-b border-cyan-500/20 pb-2">核心逻辑与市场认知</h3>
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<p class="mb-4">本次概念的根本驱动力是<strong class="text-cyan-300">国家意志下的宏观政策干预</strong>。政策工具箱已全面打开，形成了“<strong class="text-amber-300">供给端收缩 + 需求端刺激 + 存量资产盘活</strong>”的三位一体框架。这标志着行业告别了纯粹的市场化发展，进入了具有高度计划性的“新发展模式”探索期。</p>
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<ul class="list-disc list-inside space-y-2 pl-4">
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<li><strong class="text-cyan-400">预期差一 (复苏形态):</strong> 市场期待V/U型反转，但信息指向<strong class="text-rose-400">L型底部 + 结构性分化</strong>的“K型”复苏。投资机会并非均匀分布，央国企销售额同比增长4%，而出险民企则暴跌-46.5%。</li>
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<li><strong class="text-cyan-400">预期差二 (价值链重心):</strong> 市场目光仍集中于开发商，但价值重心正向下游和后市场转移。购房者转向二手房直接利好<strong class="text-amber-300">贝壳</strong>等中介，<strong class="text-amber-300">物业管理</strong>因其稳定的现金流和分红潜力被定位为“红利资产”。</li>
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<li><strong class="text-cyan-400">预期差三 (新增长点):</strong> 市场忽视了“<strong class="text-lime-300">房屋体检、房屋养老金</strong>”制度的提出，其潜在年市场空间高达<strong class="text-lime-300">8316亿元</strong>，代表了从“增量开发”到“存量维护”的巨大转变。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-orbitron text-2xl text-cyan-300 mb-4 border-b border-cyan-500/20 pb-2">关键催化剂与发展路径</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h4 class="text-lg font-bold text-cyan-200 mb-2">近期催化剂 (3-6个月)</h4>
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<ul class="list-decimal list-inside space-y-1">
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<li>一线城市政策进一步优化落地。</li>
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<li>政府收储(3000亿再贷款)执行力度与效果。</li>
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<li>核心城市房价指数环比由负转正。</li>
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</ul>
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</div>
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<div>
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<h4 class="text-lg font-bold text-cyan-200 mb-2">长期发展路径</h4>
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<ul class="list-decimal list-inside space-y-1">
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<li><strong class="text-amber-400">模式重构期 (至2026年):</strong> 行业出清，央国企份额提升，转向“好房子”制造业模式。</li>
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<li><strong class="text-amber-400">存量运营期 (2026年后):</strong> 利润来源转向城市更新、物业增值、资产管理及新兴后市场服务。</li>
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</ul>
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</div>
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</div>
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</div>
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<div>
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<h3 class="font-orbitron text-2xl text-cyan-300 mb-4 border-b border-cyan-500/20 pb-2">产业链图谱与核心公司</h3>
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<p class="mb-4">产业链价值正在重构，从上游资源到下游服务的各个环节都面临洗牌。投资逻辑应从博弈周期转向寻找结构性赢家。</p>
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<div class="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-3 gap-4">
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<div class="p-4 rounded-xl border border-cyan-500/30 bg-slate-900/20">
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<h4 class="font-bold text-cyan-200">领导者 (确定性强)</h4>
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<p class="text-sm"><strong>保利发展/华润置地:</strong> 央企开发商，享信用红利。
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<br><strong>贝壳-W:</strong> 中介龙头，受益于二手房市场占比提升的结构性趋势。</p>
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</div>
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<div class="p-4 rounded-xl border border-cyan-500/30 bg-slate-900/20">
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<h4 class="font-bold text-cyan-200">追赶者/转型者 (弹性大)</h4>
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<p class="text-sm"><strong>招商积余:</strong> 物业管理，现金流稳定，具“红利资产”吸引力。
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<br><strong>东方雨虹:</strong> 建材龙头，零售业务对冲新开工下滑风险。</p>
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</div>
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<div class="p-4 rounded-xl border border-cyan-500/30 bg-slate-900/20">
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<h4 class="font-bold text-cyan-200">风险与机遇并存</h4>
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<p class="text-sm"><strong>万科A/新城控股:</strong> 混合所有制/民营代表，面临流动性压力，但若市场企稳，估值修复弹性最大。</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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<h3 class="font-orbitron text-2xl text-rose-400 mb-4 border-b border-rose-500/20 pb-2">潜在风险与核心矛盾</h3>
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<div class="alert bg-rose-900/30 border border-rose-500/50 text-rose-200 rounded-2xl">
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<svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" /></svg>
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<div>
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<h3 class="font-bold">核心矛盾：政策力度 vs 行业现状</h3>
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<div class="text-sm">研报揭示 <strong class="text-rose-300">23.23%</strong> 的房企有不良信用，龙头房企巨亏，基本面深度受损。政策输血的速度可能<strong class="text-rose-300">赶不上行业失血的速度</strong>，这是最大的认知鸿沟和风险点。单月销售数据的改善不具备趋势性意义，市场复苏之路充满坎坷。</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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<h3 class="font-orbitron text-2xl text-lime-300 mb-4 border-b border-lime-500/20 pb-2">综合结论与投资启示</h3>
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<p class="mb-4">行业正处在从<strong class="text-lime-400">“政策底”向“市场底”传导的关键阶段</strong>，性质上仍属<strong class="text-lime-400">主题投资和左侧布局</strong>。核心投资思路应从“博弈周期复苏”转向“寻找结构性赢家”。</p>
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<h4 class="text-lg font-bold text-lime-200 mb-2">最具投资价值的细分环节：</h4>
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<ol class="list-decimal list-inside space-y-2 pl-4">
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<li><strong class="text-lime-300">确定性最高：下游服务业。</strong> 物业管理 (如招商积余) 和中介服务 (如贝壳) 是首选，业务与开发商信用风险隔离度高。</li>
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<li><strong class="text-lime-300">弹性次之：后周期龙头。</strong> 家居、家电、防水等领域龙头 (如东方雨虹)，特别是零售渠道占比较高的公司。</li>
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<li><strong class="text-lime-300">高风险高收益：央国企开发商。</strong> (如保利发展) 博弈行业集中度提升和估值修复。</li>
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</ol>
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<h4 class="text-lg font-bold text-lime-200 mt-4 mb-2">需重点跟踪的关键指标：</h4>
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<ul class="list-disc list-inside space-y-1 pl-4 text-sm">
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<li><strong>价格信号:</strong> 核心城市二手房价格环比变化。</li>
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<li><strong>库存水平:</strong> 80城新房库存去化周期 (当前27.1个月)。</li>
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<li><strong>企业现金流:</strong> 重点房企的经营性现金流净额。</li>
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<li><strong>政策执行:</strong> 保障性住房再贷款的实际投放进度和规模。</li>
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</ul>
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</div>
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</div>
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</section>
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<!-- Supporting Data Tabs -->
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<section x-data="{ tab: 'news' }" class="glass-card p-6 md:p-10">
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<h2 class="section-title glow-text mb-8">研报数据支撑</h2>
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<div role="tablist" class="tabs tabs-lifted tabs-lg mb-6">
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<a role="tab" class="tab" :class="{'tab-active': tab === 'news'}" @click.prevent="tab = 'news'">新闻数据精要</a>
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<a role="tab" class="tab" :class="{'tab-active': tab === 'roadshow'}" @click.prevent="tab = 'roadshow'">路演纪要核心</a>
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<a role="tab" class="tab" :class="{'tab-active': tab === 'research'}" @click.prevent="tab = 'research'">研报发现</a>
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</div>
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<div class="prose max-w-none prose-invert prose-headings:text-cyan-300 prose-strong:text-amber-300">
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<div x-show="tab === 'news'">
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<h4>一、 宏观政策与市场定调</h4>
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<ul>
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<li><strong>中央政治局会议:</strong> 强调“消化存量和优化增量相结合”，积极支持收购存量商品房用作保障性住房，做好保交房工作。稳定房地产的战略重要性进一步提升。</li>
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<li><strong>央行与金融监管总局:</strong> 持续做好房地产金融服务，推动保障性住房再贷款等政策落地。</li>
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<li><strong>地方政府 (河南、浙江):</strong> 目标明确为“推动房地产市场止跌回稳”。</li>
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<li><strong>政策预期:</strong> 分析师预计新一轮支持政策或将出台，包括房贷降息、加量好房子、优化收储、推进城改等。</li>
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</ul>
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<h4>二、 市场表现与数据分析</h4>
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<ul>
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<li><strong>销售数据拐点:</strong> 11月房地产销售面积单月同比<strong>+3.2%</strong>，时隔18个月首次转正。</li>
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<li><strong>市场结构分化:</strong> 9月二手房网签面积同比<strong>+14%</strong>，表现优于新房的<strong>+5%</strong>，显示交付风险下购房者偏好现房。</li>
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<li><strong>库存数据:</strong> 7月80城推盘未售库存去化周期为<strong>27.1个月</strong>，仍处高位。</li>
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<li><strong>新兴产业链:</strong> 首次提出“房屋体检、房屋养老金、房屋保险制度”，测算潜在年市场空间<strong>8316亿元</strong>，国检集团、上海建科等标的受益。</li>
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</ul>
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</div>
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<div x-show="tab === 'roadshow'">
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<h4>一、 宏观政策与市场环境</h4>
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<ul>
|
||
<li><strong>政策基调:</strong> 核心目标转变为“促进房地产市场止跌回稳”。强调“消化存量、优化增量”，通过“控供给”策略修复市场信心。</li>
|
||
<li><strong>需求端刺激:</strong> 首套房首付比例降至历史最低的<strong>15%</strong>，取消利率下限，一线城市利率或降至2.8-2.9%。</li>
|
||
<li><strong>供给端管理:</strong> 设立<strong>3000亿</strong>保障性住房再贷款支持政府收储；“以旧换新”激活改善需求。</li>
|
||
</ul>
|
||
<h4>二、 市场现状与预测</h4>
|
||
<ul>
|
||
<li><strong>房价走势:</strong> 预计核心城市房价在2024年二季度或6月底见底企稳，三四线城市持续承压。</li>
|
||
<li><strong>交易结构:</strong> 二手房交易活跃，现房销售同比<strong>+17.4%</strong>，而期房销售同比<strong>-13.2%</strong>，交付风险是主因。</li>
|
||
</ul>
|
||
<h4>三、 产业链环节洞察</h4>
|
||
<ul>
|
||
<li><strong>开发商:</strong> 业绩分化加剧，央国企销售增长4%，出险民企-46.5%。万科、绿地等头部企业2024年预亏百亿级别。</li>
|
||
<li><strong>建材:</strong> 水泥行业80%企业亏损。竣工链建材（玻璃、防水）表现优于开工链。</li>
|
||
<li><strong>物业管理:</strong> 行业趋势为治理优化、分红改善，具备“红利资产”属性，估值处于历史低位。</li>
|
||
</ul>
|
||
</div>
|
||
<div x-show="tab === 'research'">
|
||
<h4>一、 行业整体信用风险（核心风险点）</h4>
|
||
<ul>
|
||
<li><strong>企业不良信用状况:</strong> 截至2024年末，全国<strong>32,549家</strong>房企涉及不良信用信息，占总量的<strong>23.23%</strong>。</li>
|
||
<li><strong>主要不良行为:</strong> <strong>欠税</strong>是占比最高的不良信息类型 (85.95%)，2024年全国有17,411家房企发生欠税行为，总金额达<strong>6,782.86亿元</strong>。</li>
|
||
<li><strong>区域风险:</strong> 河南、安徽、内蒙古、广东、山东等省份涉及不良信用信息的企业数量居前。</li>
|
||
</ul>
|
||
<h4>二、 房企债务与融资环境</h4>
|
||
<ul>
|
||
<li><strong>债券违约趋势:</strong> 境内外债券违约规模在2023年和2024年均呈下降趋势，但风险依然存在。</li>
|
||
<li><strong>降息预期影响:</strong> 美联储降息周期预期将直接降低房企融资成本，促进销售和利润率回升，并推动投资物业资产增值。</li>
|
||
</ul>
|
||
<h4>三、 市场动态与下游企业</h4>
|
||
<ul>
|
||
<li><strong>政策放松效果:</strong> 一线城市政策放松后，参观量回升20%，成交量回升10%。</li>
|
||
<li><strong>下游受益者:</strong> 报告明确指出<strong>贝壳(Beike)</strong>是政策放松的最主要受益者，因其在一线城市，特别是二手房交易中市占率最高。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock List -->
|
||
<section id="stocks" class="glass-card p-6 md:p-10">
|
||
<h2 class="section-title glow-text mb-8">核心标的池</h2>
|
||
|
||
<div x-data="{ expanded: null }">
|
||
<h3 class="font-orbitron text-xl text-cyan-300 mb-4">涨幅异动分析</h3>
|
||
<div class="space-y-4">
|
||
<template x-for="(item, index) in漲幅分析" :key="index">
|
||
<div class="glass-card !rounded-xl overflow-hidden">
|
||
<button @click="expanded = expanded === index ? null : index" class="w-full text-left p-4 flex justify-between items-center bg-cyan-900/20 hover:bg-cyan-900/40 transition">
|
||
<div class="flex items-center gap-4">
|
||
<span class="font-bold text-lg" x-text="item.stock"></span>
|
||
<span class="text-sm opacity-70" x-text="item.stock_code"></span>
|
||
<span class="badge badge-accent" x-text="`涨幅: ${item.rise_rate}%`"></span>
|
||
</div>
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 transition-transform" :class="{'rotate-180': expanded === index}" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7" /></svg>
|
||
</button>
|
||
<div x-show="expanded === index" x-collapse>
|
||
<div class="p-4 prose max-w-none prose-invert prose-sm" x-html="item.reason_html"></div>
|
||
</div>
|
||
</div>
|
||
</template>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="overflow-x-auto mt-8">
|
||
<h3 class="font-orbitron text-xl text-cyan-300 mb-4">产业链股票列表 (240926)</h3>
|
||
<table class="table table-hover table-zebra-zebra w-full text-sm">
|
||
<thead class="text-base text-cyan-200">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>产业链环节</th>
|
||
<th>标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody id="stock-table-1">
|
||
<!-- JS will populate this -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="overflow-x-auto mt-8">
|
||
<h3 class="font-orbitron text-xl text-cyan-300 mb-4">产业链股票列表 (20240519)</h3>
|
||
<table class="table table-hover table-zebra w-full text-sm">
|
||
<thead class="text-base text-cyan-200">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>产业链环节</th>
|
||
<th>标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody id="stock-table-2">
|
||
<!-- JS will populate this -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
|
||
<!-- Footer -->
|
||
<footer class="text-center text-xs opacity-50 py-4">
|
||
<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>
|
||
const stockData = {
|
||
"房地产产业链(240926)": [
|
||
{ "stock": "保利发展", "reason": "房地产开发", "其他标签": "央企", "stock_code": "600048" },
|
||
{ "stock": "招商蛇口", "reason": "房地产开发", "其他标签": "央企", "stock_code": "001979" },
|
||
{ "stock": "广宇发展", "reason": "房地产开发", "其他标签": "央企", "stock_code": null },
|
||
{ "stock": "华润置地", "reason": "房地产开发", "其他标签": "央企", "stock_code": null },
|
||
{ "stock": "光大嘉宝", "reason": "房地产开发", "其他标签": "央企", "stock_code": "600622" },
|
||
{ "stock": "中交地产", "reason": "房地产开发", "其他标签": "央企", "stock_code": null },
|
||
{ "stock": "信达地产", "reason": "房地产开发", "其他标签": "央企, 国企, AMC不良资产处理", "stock_code": "600657" },
|
||
{ "stock": "大悦城", "reason": "房地产开发", "其他标签": "央企", "stock_code": "000031" },
|
||
{ "stock": "华侨城A", "reason": "房地产开发", "其他标签": "央企", "stock_code": null },
|
||
{ "stock": "南国置业", "reason": "房地产开发", "其他标签": "央企, 物业管理", "stock_code": null },
|
||
{ "stock": "招商积余", "reason": "房地产开发, 物业管理", "其他标签": "央企", "stock_code": "001914" },
|
||
{ "stock": "万科A", "reason": "房地产开发", "其他标签": "国企, 区域, 深圳", "stock_code": null },
|
||
{ "stock": "沙河股份", "reason": "房地产开发", "其他标签": "国企, 区域, 广东, 区域, 深圳", "stock_code": "000014" },
|
||
{ "stock": "深深房A", "reason": "房地产开发", "其他标签": "国企, 区域, 广东, 区域, 深圳", "stock_code": null },
|
||
{ "stock": "阳光股份", "reason": "房地产开发", "其他标签": "国企, 区域, 其他, 北京/四川", "stock_code": null },
|
||
{ "stock": "新能泰山", "reason": "房地产开发", "其他标签": "国企", "stock_code": "000720" },
|
||
{ "stock": "津滨发展", "reason": "房地产开发", "其他标签": "国企, 区域, 天津", "stock_code": "000897" },
|
||
{ "stock": "大龙地产", "reason": "房地产开发", "其他标签": "国企, 区域, 北京", "stock_code": "600159" },
|
||
{ "stock": "首开股份", "reason": "房地产开发", "其他标签": "国企, 区域, 北京", "stock_code": "600376" },
|
||
{ "stock": "栖霞建设", "reason": "房地产开发", "其他标签": "国企, 区域, 江苏", "stock_code": "600533" },
|
||
{ "stock": "珠江股份", "reason": "房地产开发", "其他标签": "国企, 区域, 广东", "stock_code": "600684" },
|
||
{ "stock": "凤凰股份", "reason": "房地产开发", "其他标签": "国企, 区域, 江苏", "stock_code": "600716" },
|
||
{ "stock": "华远地产", "reason": "房地产开发", "其他标签": "国企", "stock_code": null },
|
||
{ "stock": "京能置业", "reason": "房地产开发", "其他标签": "国企, 区域, 北京", "stock_code": "600791" },
|
||
{ "stock": "中新集团", "reason": "房地产开发", "其他标签": "国企, 区域, 江苏", "stock_code": "601512" },
|
||
{ "stock": "荣安地产", "reason": "房地产开发", "其他标签": "民营, 区域, 浙江", "stock_code": "000517" },
|
||
{ "stock": "冠城大通", "reason": "房地产开发", "其他标签": "民营, 区域, 福建", "stock_code": null },
|
||
{ "stock": "华夏幸福", "reason": "房地产开发", "其他标签": "民营", "stock_code": "600340" },
|
||
{ "stock": "金地集团", "reason": "房地产开发", "其他标签": "民营", "stock_code": "600383" },
|
||
{ "stock": "新城控股", "reason": "房地产开发", "其他标签": "民营, 区域, 江苏", "stock_code": "601155" },
|
||
{ "stock": "城建发展", "reason": "房地产开发", "其他标签": "区域, 北京", "stock_code": "600266" },
|
||
{ "stock": "金融街", "reason": "房地产开发", "其他标签": "区域, 北京", "stock_code": null },
|
||
{ "stock": "*ST中迪", "reason": "房地产开发", "其他标签": "区域, 北京", "stock_code": null },
|
||
{ "stock": "京投发展", "reason": "房地产开发", "其他标签": "区域, 北京", "stock_code": "600683" },
|
||
{ "stock": "电子城", "reason": "房地产开发", "其他标签": "区域, 北京", "stock_code": "600658" },
|
||
{ "stock": "万通发展", "reason": "房地产开发", "其他标签": "区域, 北京", "stock_code": "600246" },
|
||
{ "stock": "陆家嘴", "reason": "房地产开发", "其他标签": "区域, 上海, 国资", "stock_code": "600663" },
|
||
{ "stock": "外高桥", "reason": "房地产开发", "其他标签": "区域, 上海, 国资", "stock_code": "600648" },
|
||
{ "stock": "光明地产", "reason": "房地产开发", "其他标签": "区域, 上海, 国资", "stock_code": "600708" },
|
||
{ "stock": "张江高科", "reason": "房地产开发", "其他标签": "区域, 上海, 国资", "stock_code": "600895" },
|
||
{ "stock": "浦东金桥", "reason": "房地产开发", "其他标签": "区域, 上海, 国资", "stock_code": "600639" },
|
||
{ "stock": "城投控股", "reason": "房地产开发", "其他标签": "区域, 上海, 国资", "stock_code": "600649" },
|
||
{ "stock": "上实发展", "reason": "房地产开发", "其他标签": "区域, 上海, 国资", "stock_code": "600748" },
|
||
{ "stock": "同济科技", "reason": "房地产开发", "其他标签": "区域, 上海, 国资", "stock_code": "600846" },
|
||
{ "stock": "新黄浦", "reason": "房地产开发", "其他标签": "区域, 上海, 国资", "stock_code": "600638" },
|
||
{ "stock": "中华企业", "reason": "房地产开发", "其他标签": "区域, 上海, 国资", "stock_code": "600675" },
|
||
{ "stock": "市北高新", "reason": "房地产开发", "其他标签": "区域, 上海, 国资", "stock_code": "600604" },
|
||
{ "stock": "光大嘉宝", "reason": "房地产开发, AMC不良资产处理", "其他标签": "区域, 上海, 国资, 国有", "stock_code": "600622" },
|
||
{ "stock": "上海临港", "reason": "房地产开发", "其他标签": "区域, 上海, 国资", "stock_code": "600848" },
|
||
{ "stock": "万业企业", "reason": "房地产开发", "其他标签": "区域, 上海, 非国资", "stock_code": null },
|
||
{ "stock": "绿地控股", "reason": "房地产开发", "其他标签": "区域, 上海, 非国资", "stock_code": "600606" },
|
||
{ "stock": "大名城", "reason": "房地产开发", "其他标签": "区域, 上海, 非国资", "stock_code": "600094" },
|
||
{ "stock": "三湘印象", "reason": "房地产开发, 中介服务", "其他标签": "区域, 上海, 非国资", "stock_code": "000863" },
|
||
{ "stock": "华丽家族", "reason": "房地产开发", "其他标签": "区域, 上海, 非国资", "stock_code": "600503" },
|
||
{ "stock": "华发股份", "reason": "房地产开发", "其他标签": "区域, 广东", "stock_code": "600325" },
|
||
{ "stock": "天健集团", "reason": "房地产开发", "其他标签": "区域, 广东, 区域, 深圳", "stock_code": "000090" },
|
||
{ "stock": "中洲控股", "reason": "房地产开发", "其他标签": "区域, 广东", "stock_code": "000042" },
|
||
{ "stock": "香江控股", "reason": "房地产开发", "其他标签": "区域, 广东", "stock_code": "600162" },
|
||
{ "stock": "深振业A", "reason": "房地产开发", "其他标签": "区域, 广东, 区域, 深圳", "stock_code": null },
|
||
{ "stock": "格力地产", "reason": "房地产开发", "其他标签": "区域, 广东", "stock_code": null },
|
||
{ "stock": "华联控股", "reason": "房地产开发", "其他标签": "区域, 广东", "stock_code": "000036" },
|
||
{ "stock": "深物业A", "reason": "房地产开发, 物业管理", "其他标签": "区域, 广东, 区域, 深圳", "stock_code": "000011" },
|
||
{ "stock": "海印股份", "reason": "房地产开发", "其他标签": "区域, 广东", "stock_code": null },
|
||
{ "stock": "世荣兆业", "reason": "房地产开发", "其他标签": "区域, 广东", "stock_code": "002016" },
|
||
{ "stock": "粤宏远A", "reason": "房地产开发", "其他标签": "区域, 广东", "stock_code": null },
|
||
{ "stock": "特发服务", "reason": "房地产开发, 物业管理", "其他标签": "区域, 深圳", "stock_code": "300917" },
|
||
{ "stock": "南山控股", "reason": "房地产开发", "其他标签": "区域, 深圳", "stock_code": "002314" },
|
||
{ "stock": "南京高科", "reason": "房地产开发", "其他标签": "区域, 江苏", "stock_code": "600064" },
|
||
{ "stock": "黑牡丹", "reason": "房地产开发", "其他标签": "区域, 江苏", "stock_code": "600510" },
|
||
{ "stock": "苏州高新", "reason": "房地产开发", "其他标签": "区域, 江苏", "stock_code": "600736" },
|
||
{ "stock": "ST中南", "reason": "房地产开发", "其他标签": "区域, 江苏", "stock_code": null },
|
||
{ "stock": "新湖中宝", "reason": "房地产开发", "其他标签": "区域, 江苏", "stock_code": null },
|
||
{ "stock": "南京公用", "reason": "房地产开发", "其他标签": "区域, 江苏", "stock_code": "000421" },
|
||
{ "stock": "滨江集团", "reason": "房地产开发", "其他标签": "区域, 浙江", "stock_code": "002244" },
|
||
{ "stock": "广宇集团", "reason": "房地产开发", "其他标签": "区域, 浙江", "stock_code": "002133" },
|
||
{ "stock": "卧龙地产", "reason": "房地产开发", "其他标签": "区域, 浙江", "stock_code": null },
|
||
{ "stock": "衢州发展", "reason": "房地产开发", "其他标签": "区域, 浙江", "stock_code": "600208" },
|
||
{ "stock": "天保基建", "reason": "房地产开发, 物业管理", "其他标签": "区域, 天津", "stock_code": "000965" },
|
||
{ "stock": "津投城开", "reason": "房地产开发", "其他标签": "区域, 天津", "stock_code": "600322" },
|
||
{ "stock": "财信发展", "reason": "房地产开发", "其他标签": "区域, 重庆", "stock_code": "000838" },
|
||
{ "stock": "迪马股份", "reason": "房地产开发", "其他标签": "区域, 重庆", "stock_code": null },
|
||
{ "stock": "*ST金科", "reason": "房地产开发", "其他标签": "区域, 重庆", "stock_code": "000656" },
|
||
{ "stock": "渝开发", "reason": "房地产开发", "其他标签": "区域, 重庆", "stock_code": null },
|
||
{ "stock": "中国武夷", "reason": "房地产开发", "其他标签": "区域, 福建", "stock_code": "000797" },
|
||
{ "stock": "荣盛发展", "reason": "房地产开发, 物业管理", "其他标签": "区域, 其他, 河北", "stock_code": "002146" },
|
||
{ "stock": "福星股份", "reason": "房地产开发, 材料供应", "其他标签": "区域, 其他, 湖北, 建材", "stock_code": "000926" },
|
||
{ "stock": "天地源", "reason": "房地产开发", "其他标签": "区域, 其他, 陕西", "stock_code": "600665" },
|
||
{ "stock": "合肥城建", "reason": "房地产开发", "其他标签": "区域, 其他, 安徽", "stock_code": "002208" },
|
||
{ "stock": "云南城投", "reason": "房地产开发", "其他标签": "区域, 其他, 云南", "stock_code": "600239" },
|
||
{ "stock": "北新建材", "reason": "材料供应, 中证A50纳入建材标的", "其他标签": "建材", "stock_code": "000786" },
|
||
{ "stock": "东方雨虹", "reason": "材料供应, 中证A50纳入建材标的", "其他标签": "建材", "stock_code": "002271" },
|
||
{ "stock": "坚朗五金", "reason": "材料供应, 装修家居, 中证A50纳入建材标的", "其他标签": "建材, 装修家具", "stock_code": "002791" },
|
||
{ "stock": "亚士创能", "reason": "材料供应", "其他标签": "建材", "stock_code": "603378" },
|
||
{ "stock": "蒙娜丽莎", "reason": "材料供应", "其他标签": "建材", "stock_code": "002918" },
|
||
{ "stock": "东鹏控股", "reason": "材料供应", "其他标签": "建材", "stock_code": "003012" },
|
||
{ "stock": "伟星新材", "reason": "材料供应, 中证A50纳入建材标的", "其他标签": "建材", "stock_code": "002372" },
|
||
{ "stock": "西部建设", "reason": "材料供应", "其他标签": "建材", "stock_code": "002302" },
|
||
{ "stock": "垒知集团", "reason": "材料供应", "其他标签": "建材", "stock_code": "002398" },
|
||
{ "stock": "海南瑞泽", "reason": "材料供应", "其他标签": "建材", "stock_code": "002596" },
|
||
{ "stock": "国际复材", "reason": "材料供应", "其他标签": "建材", "stock_code": "301526" },
|
||
{ "stock": "四方新材", "reason": "材料供应", "其他标签": "建材", "stock_code": "605122" },
|
||
{ "stock": "鸿路钢构", "reason": "材料供应", "其他标签": "建材", "stock_code": "002541" },
|
||
{ "stock": "三棵树", "reason": "材料供应, 中证A50纳入建材标的", "其他标签": "建材", "stock_code": "603737" },
|
||
{ "stock": "科顺股份", "reason": "材料供应", "其他标签": "建材", "stock_code": "300737" },
|
||
{ "stock": "天山股份", "reason": "材料供应", "其他标签": "水泥", "stock_code": "000877" },
|
||
{ "stock": "西藏天路", "reason": "材料供应", "其他标签": "水泥", "stock_code": "600326" },
|
||
{ "stock": "四川金顶", "reason": "材料供应", "其他标签": "水泥", "stock_code": "600678" },
|
||
{ "stock": "福建水泥", "reason": "材料供应", "其他标签": "水泥", "stock_code": "600802" },
|
||
{ "stock": "华阳国际", "reason": "设计建设", "其他标签": "工程设计", "stock_code": "002949" },
|
||
{ "stock": "深圳瑞捷", "reason": "设计建设", "其他标签": "工程设计", "stock_code": "300977" },
|
||
{ "stock": "筑博设计", "reason": "设计建设", "其他标签": "工程设计", "stock_code": "300564" },
|
||
{ "stock": "中国海诚", "reason": "设计建设", "其他标签": "工程设计", "stock_code": "002116" },
|
||
{ "stock": "中设股份", "reason": "设计建设", "其他标签": "工程设计", "stock_code": "002883" },
|
||
{ "stock": "新城市", "reason": "设计建设", "其他标签": "工程设计", "stock_code": "300778" },
|
||
{ "stock": "华建集团", "reason": "设计建设", "其他标签": "工程设计", "stock_code": "600629" },
|
||
{ "stock": "中衡设计", "reason": "设计建设", "其他标签": "工程设计", "stock_code": "603017" },
|
||
{ "stock": "美芝股份", "reason": "设计建设", "其他标签": "工程建设", "stock_code": "002856" },
|
||
{ "stock": "浙江建投", "reason": "设计建设", "其他标签": "工程建设", "stock_code": "002761" },
|
||
{ "stock": "上海建工", "reason": "设计建设", "其他标签": "工程建设", "stock_code": "600170" },
|
||
{ "stock": "中国建筑", "reason": "设计建设", "其他标签": "工程建设", "stock_code": "601668" },
|
||
{ "stock": "安徽建工", "reason": "设计建设", "其他标签": "工程建设", "stock_code": "600502" },
|
||
{ "stock": "银宝山新", "reason": "AMC不良资产处理", "其他标签": "国有", "stock_code": "002786" },
|
||
{ "stock": "新力金融", "reason": "AMC不良资产处理", "其他标签": "国有", "stock_code": "600318" },
|
||
{ "stock": "海德股份", "reason": "AMC不良资产处理", "其他标签": "地方", "stock_code": "000567" },
|
||
{ "stock": "摩恩电气", "reason": "AMC不良资产处理", "其他标签": "地方", "stock_code": "002451" },
|
||
{ "stock": "荣丰控股", "reason": "物业管理", "stock_code": null },
|
||
{ "stock": "锦和商管", "reason": "物业管理", "stock_code": "603682" },
|
||
{ "stock": "南都物业", "reason": "物业管理", "stock_code": "603506" },
|
||
{ "stock": "中天服务", "reason": "物业管理", "stock_code": "002188" },
|
||
{ "stock": "华联股份", "reason": "物业管理", "stock_code": "000882" },
|
||
{ "stock": "深赛格", "reason": "物业管理", "stock_code": null },
|
||
{ "stock": "我爱我家", "reason": "中介服务", "stock_code": "000560" },
|
||
{ "stock": "世联行", "reason": "中介服务", "stock_code": "002285" },
|
||
{ "stock": "三六五网", "reason": "中介服务", "stock_code": "300295" },
|
||
{ "stock": "国创高新", "reason": "中介服务", "stock_code": "002377" },
|
||
{ "stock": "美凯龙", "reason": "装修家居", "其他标签": "装修家具", "stock_code": "601828" },
|
||
{ "stock": "中旗新材", "reason": "装修家居", "其他标签": "装修家具", "stock_code": "001212" },
|
||
{ "stock": "海南发展", "reason": "装修家居", "其他标签": "装修家具", "stock_code": "002163" },
|
||
{ "stock": "索菲亚", "reason": "装修家居", "其他标签": "装修家具", "stock_code": "002572" },
|
||
{ "stock": "友邦吊顶", "reason": "装修家居", "其他标签": "装修家具", "stock_code": "002718" },
|
||
{ "stock": "天安新材", "reason": "装修家居", "其他标签": "装修家具", "stock_code": "603725" },
|
||
{ "stock": "美克家居", "reason": "装修家居", "其他标签": "装修家具", "stock_code": "600337" },
|
||
{ "stock": "我乐家居", "reason": "装修家居", "其他标签": "装修家具", "stock_code": "603326" },
|
||
{ "stock": "尚品宅配", "reason": "装修家居", "其他标签": "装修家具", "stock_code": "300616" },
|
||
{ "stock": "顾家家居", "reason": "装修家居", "其他标签": "装修家具", "stock_code": "603816" },
|
||
{ "stock": "江山欧派", "reason": "装修家居", "其他标签": "装修家具", "stock_code": "603208" },
|
||
{ "stock": "深华发A", "reason": "装修家居", "其他标签": "家电", "stock_code": null },
|
||
{ "stock": "雪祺电气", "reason": "装修家居", "其他标签": "家电", "stock_code": "001387" },
|
||
{ "stock": "惠而浦", "reason": "装修家居", "其他标签": "家电", "stock_code": "600983" },
|
||
{ "stock": "富佳股份", "reason": "装修家居", "其他标签": "家电", "stock_code": "603219" },
|
||
{ "stock": "海螺水泥", "reason": "中证A50纳入建材标的", "stock_code": "600585" },
|
||
{ "stock": "中国巨石", "reason": "中证A50纳入建材标的", "stock_code": "600176" },
|
||
{ "stock": "旗滨集团", "reason": "中证A50纳入建材标的", "stock_code": "601636" },
|
||
{ "stock": "中材科技", "reason": "中证A50纳入建材标的", "stock_code": "002080" },
|
||
{ "stock": "华维设计", "reason": "北交所", "stock_code": "920427" },
|
||
{ "stock": "广咨国际", "reason": "北交所", "stock_code": "920892" },
|
||
{ "stock": "旭杰科技", "reason": "北交所", "stock_code": "920149" }
|
||
],
|
||
"房地产产业链（20240519）": [
|
||
{ "stock": "保利发展", "reason": "房地产开发", "其他标签": "央企", "stock_code": "600048" },
|
||
{ "stock": "招商蛇口", "reason": "房地产开发", "其他标签": "央企", "stock_code": "001979" },
|
||
{ "stock": "华润置地", "reason": "房地产开发", "其他标签": "央企", "stock_code": null },
|
||
{ "stock": "光大嘉宝", "reason": "房地产开发", "其他标签": "央企", "stock_code": "600622" },
|
||
{ "stock": "中交地产", "reason": "房地产开发", "其他标签": "央企", "stock_code": null },
|
||
{ "stock": "信达地产", "reason": "房地产开发", "其他标签": "央企", "stock_code": "600657" },
|
||
{ "stock": "大悦城", "reason": "房地产开发", "其他标签": "央企", "stock_code": "000031" },
|
||
{ "stock": "华侨城A", "reason": "房地产开发", "其他标签": "央企", "stock_code": null },
|
||
{ "stock": "南国置业", "reason": "房地产开发, 物业管理", "其他标签": "央企", "stock_code": null },
|
||
{ "stock": "招商积余", "reason": "房地产开发, 物业管理", "其他标签": "央企", "stock_code": "001914" },
|
||
{ "stock": "首开股份", "reason": "房地产开发", "其他标签": "北京", "stock_code": "600376" },
|
||
{ "stock": "城建发展", "reason": "房地产开发", "其他标签": "北京", "stock_code": "600266" },
|
||
{ "stock": "金融街", "reason": "房地产开发", "其他标签": "北京", "stock_code": null },
|
||
{ "stock": "北辰实业", "reason": "房地产开发", "其他标签": "北京", "stock_code": "601588" },
|
||
{ "stock": "京能置业", "reason": "房地产开发", "其他标签": "北京", "stock_code": "600791" },
|
||
{ "stock": "京投发展", "reason": "房地产开发", "其他标签": "北京", "stock_code": "600683" },
|
||
{ "stock": "电子城", "reason": "房地产开发", "其他标签": "北京", "stock_code": "600658" },
|
||
{ "stock": "万通发展", "reason": "房地产开发", "其他标签": "北京", "stock_code": "600246" },
|
||
{ "stock": "大龙地产", "reason": "房地产开发", "其他标签": "北京", "stock_code": "600159" },
|
||
{ "stock": "华夏幸福", "reason": "房地产开发", "其他标签": "北京", "stock_code": "600340" },
|
||
{ "stock": "陆家嘴", "reason": "房地产开发", "其他标签": "上海, 国资", "stock_code": "600663" },
|
||
{ "stock": "外高桥", "reason": "房地产开发", "其他标签": "上海, 国资", "stock_code": "600648" },
|
||
{ "stock": "光明地产", "reason": "房地产开发", "其他标签": "上海, 国资", "stock_code": "600708" },
|
||
{ "stock": "张江高科", "reason": "房地产开发", "其他标签": "上海, 国资", "stock_code": "600895" },
|
||
{ "stock": "浦东金桥", "reason": "房地产开发", "其他标签": "上海, 国资", "stock_code": "600639" },
|
||
{ "stock": "城投控股", "reason": "房地产开发", "其他标签": "上海, 国资", "stock_code": "600649" },
|
||
{ "stock": "上实发展", "reason": "房地产开发", "其他标签": "上海, 国资", "stock_code": "600748" },
|
||
{ "stock": "同济科技", "reason": "房地产开发", "其他标签": "上海, 国资", "stock_code": "600846" },
|
||
{ "stock": "新黄浦", "reason": "房地产开发", "其他标签": "上海, 国资", "stock_code": "600638" },
|
||
{ "stock": "中华企业", "reason": "房地产开发", "其他标签": "上海, 国资", "stock_code": "600675" },
|
||
{ "stock": "市北高新", "reason": "房地产开发", "其他标签": "上海, 国资", "stock_code": "600604" },
|
||
{ "stock": "上海临港", "reason": "房地产开发", "其他标签": "上海, 国资", "stock_code": "600848" },
|
||
{ "stock": "绿地控股", "reason": "房地产开发", "其他标签": "上海, 国资", "stock_code": "600606" },
|
||
{ "stock": "万业企业", "reason": "房地产开发", "其他标签": "上海, 非国资", "stock_code": null },
|
||
{ "stock": "大名城", "reason": "房地产开发", "其他标签": "上海, 非国资", "stock_code": "600094" },
|
||
{ "stock": "三湘印象", "reason": "房地产开发, 中介服务", "其他标签": "上海, 非国资", "stock_code": "000863" },
|
||
{ "stock": "华丽家族", "reason": "房地产开发", "其他标签": "上海, 非国资", "stock_code": "600503" },
|
||
{ "stock": "万科A", "reason": "房地产开发", "其他标签": "广东", "stock_code": null },
|
||
{ "stock": "华发股份", "reason": "房地产开发", "其他标签": "广东", "stock_code": "600325" },
|
||
{ "stock": "金地集团", "reason": "房地产开发", "其他标签": "广东", "stock_code": "600383" },
|
||
{ "stock": "天健集团", "reason": "房地产开发", "其他标签": "广东", "stock_code": "000090" },
|
||
{ "stock": "中洲控股", "reason": "房地产开发", "其他标签": "广东", "stock_code": "000042" },
|
||
{ "stock": "珠江股份", "reason": "房地产开发", "其他标签": "广东", "stock_code": "600684" },
|
||
{ "stock": "香江控股", "reason": "房地产开发", "其他标签": "广东", "stock_code": "600162" },
|
||
{ "stock": "深振业A", "reason": "房地产开发", "其他标签": "广东", "stock_code": null },
|
||
{ "stock": "格力地产", "reason": "房地产开发", "其他标签": "广东", "stock_code": null },
|
||
{ "stock": "华联控股", "reason": "房地产开发", "其他标签": "广东", "stock_code": "000036" },
|
||
{ "stock": "沙河股份", "reason": "房地产开发", "其他标签": "广东", "stock_code": "000014" },
|
||
{ "stock": "世荣兆业", "reason": "房地产开发", "其他标签": "广东", "stock_code": "002016" },
|
||
{ "stock": "深深房A", "reason": "房地产开发", "其他标签": "广东", "stock_code": null },
|
||
{ "stock": "粤宏远A", "reason": "房地产开发", "其他标签": "广东", "stock_code": null },
|
||
{ "stock": "南山控股", "reason": "房地产开发", "其他标签": "广东", "stock_code": "002314" },
|
||
{ "stock": "特发服务", "reason": "房地产开发, 物业管理", "其他标签": "广东", "stock_code": "300917" },
|
||
{ "stock": "新城控股", "reason": "房地产开发", "其他标签": "江苏", "stock_code": "601155" },
|
||
{ "stock": "南京高科", "reason": "房地产开发", "其他标签": "江苏", "stock_code": "600064" },
|
||
{ "stock": "中新集团", "reason": "房地产开发", "其他标签": "江苏", "stock_code": "601512" },
|
||
{ "stock": "栖霞建设", "reason": "房地产开发", "其他标签": "江苏", "stock_code": "600533" },
|
||
{ "stock": "苏州高新", "reason": "房地产开发", "其他标签": "江苏", "stock_code": "600736" },
|
||
{ "stock": "新湖中宝", "reason": "房地产开发", "其他标签": "江苏", "stock_code": null },
|
||
{ "stock": "南京公用", "reason": "房地产开发", "其他标签": "江苏", "stock_code": "000421" },
|
||
{ "stock": "凤凰股份", "reason": "房地产开发", "其他标签": "江苏", "stock_code": "600716" },
|
||
{ "stock": "黑牡丹", "reason": "房地产开发", "其他标签": "江苏", "stock_code": "600510" },
|
||
{ "stock": "滨江集团", "reason": "房地产开发", "其他标签": "浙江", "stock_code": "002244" },
|
||
{ "stock": "荣安地产", "reason": "房地产开发", "其他标签": "浙江", "stock_code": "000517" },
|
||
{ "stock": "广宇集团", "reason": "房地产开发", "其他标签": "浙江", "stock_code": "002133" },
|
||
{ "stock": "卧龙地产", "reason": "房地产开发", "其他标签": "浙江", "stock_code": null },
|
||
{ "stock": "天保基建", "reason": "房地产开发, 物业管理", "其他标签": "天津", "stock_code": "000965" },
|
||
{ "stock": "津滨发展", "reason": "房地产开发", "其他标签": "天津", "stock_code": "000897" },
|
||
{ "stock": "津投城开", "reason": "房地产开发", "其他标签": "天津", "stock_code": "600322" },
|
||
{ "stock": "财信发展", "reason": "房地产开发", "其他标签": "重庆", "stock_code": "000838" },
|
||
{ "stock": "渝开发", "reason": "房地产开发", "其他标签": "重庆", "stock_code": null },
|
||
{ "stock": "建发股份", "reason": "房地产开发", "其他标签": "福建", "stock_code": "600153" },
|
||
{ "stock": "冠城大通", "reason": "房地产开发", "其他标签": "福建", "stock_code": null },
|
||
{ "stock": "中国武夷", "reason": "房地产开发", "其他标签": "福建", "stock_code": "000797" },
|
||
{ "stock": "荣盛发展", "reason": "房地产开发, 物业管理", "其他标签": "其他, 河北", "stock_code": "002146" },
|
||
{ "stock": "福星股份", "reason": "房地产开发, 材料供应", "其他标签": "其他, 湖北, 建材", "stock_code": "000926" },
|
||
{ "stock": "天地源", "reason": "房地产开发", "其他标签": "其他, 陕西", "stock_code": "600665" },
|
||
{ "stock": "合肥城建", "reason": "房地产开发", "其他标签": "其他, 安徽", "stock_code": "002208" },
|
||
{ "stock": "云南城投", "reason": "房地产开发", "其他标签": "其他, 云南", "stock_code": "600239" },
|
||
{ "stock": "阳光股份", "reason": "房地产开发", "其他标签": "其他, 北京/四川", "stock_code": null },
|
||
{ "stock": "北新建材", "reason": "材料供应", "其他标签": "建材", "stock_code": "000786" },
|
||
{ "stock": "东方雨虹", "reason": "材料供应", "其他标签": "建材", "stock_code": "002271" },
|
||
{ "stock": "坚朗五金", "reason": "材料供应, 装修家居", "其他标签": "建材, 装修家具", "stock_code": "002791" },
|
||
{ "stock": "亚士创能", "reason": "材料供应", "其他标签": "建材", "stock_code": "603378" },
|
||
{ "stock": "蒙娜丽莎", "reason": "材料供应", "其他标签": "建材", "stock_code": "002918" },
|
||
{ "stock": "东鹏控股", "reason": "材料供应", "其他标签": "建材", "stock_code": "003012" },
|
||
{ "stock": "伟星新材", "reason": "材料供应", "其他标签": "建材", "stock_code": "002372" },
|
||
{ "stock": "西部建设", "reason": "材料供应", "其他标签": "建材", "stock_code": "002302" },
|
||
{ "stock": "垒知集团", "reason": "材料供应", "其他标签": "建材", "stock_code": "002398" },
|
||
{ "stock": "海南瑞泽", "reason": "材料供应", "其他标签": "建材", "stock_code": "002596" },
|
||
{ "stock": "国际复材", "reason": "材料供应", "其他标签": "建材", "stock_code": "301526" },
|
||
{ "stock": "四方新材", "reason": "材料供应", "其他标签": "建材", "stock_code": "605122" },
|
||
{ "stock": "三棵树", "reason": "材料供应", "其他标签": "建材", "stock_code": "603737" },
|
||
{ "stock": "天山股份", "reason": "材料供应", "其他标签": "水泥", "stock_code": "000877" },
|
||
{ "stock": "西藏天路", "reason": "材料供应", "其他标签": "水泥", "stock_code": "600326" },
|
||
{ "stock": "四川金顶", "reason": "材料供应", "其他标签": "水泥", "stock_code": "600678" },
|
||
{ "stock": "福建水泥", "reason": "材料供应", "其他标签": "水泥", "stock_code": "600802" },
|
||
{ "stock": "海螺水泥", "reason": "材料供应", "其他标签": "水泥", "stock_code": "600585" },
|
||
{ "stock": "上峰水泥", "reason": "材料供应", "其他标签": "水泥", "stock_code": "000672" },
|
||
{ "stock": "华阳国际", "reason": "设计建设", "其他标签": "工程设计", "stock_code": "002949" },
|
||
{ "stock": "深圳瑞捷", "reason": "设计建设", "其他标签": "工程设计", "stock_code": "300977" },
|
||
{ "stock": "筑博设计", "reason": "设计建设", "其他标签": "工程设计", "stock_code": "300564" },
|
||
{ "stock": "中国海诚", "reason": "设计建设", "其他标签": "工程设计", "stock_code": "002116" },
|
||
{ "stock": "中设股份", "reason": "设计建设", "其他标签": "工程设计", "stock_code": "002883" },
|
||
{ "stock": "新城市", "reason": "设计建设", "其他标签": "工程设计", "stock_code": "300778" },
|
||
{ "stock": "华建集团", "reason": "设计建设", "其他标签": "工程设计", "stock_code": "600629" },
|
||
{ "stock": "中衡设计", "reason": "设计建设", "其他标签": "工程设计", "stock_code": "603017" },
|
||
{ "stock": "美芝股份", "reason": "设计建设", "其他标签": "工程建设", "stock_code": "002856" },
|
||
{ "stock": "浙江建投", "reason": "设计建设", "其他标签": "工程建设", "stock_code": "002761" },
|
||
{ "stock": "上海建工", "reason": "设计建设", "其他标签": "工程建设", "stock_code": "600170" },
|
||
{ "stock": "中国建筑", "reason": "设计建设", "其他标签": "工程建设", "stock_code": "601668" },
|
||
{ "stock": "安徽建工", "reason": "设计建设", "其他标签": "工程建设", "stock_code": "600502" },
|
||
{ "stock": "中旗新材", "reason": "装修家居", "其他标签": "装修家具", "stock_code": "001212" },
|
||
{ "stock": "海南发展", "reason": "装修家居", "其他标签": "装修家具", "stock_code": "002163" },
|
||
{ "stock": "索菲亚", "reason": "装修家居", "其他标签": "装修家具", "stock_code": "002572" },
|
||
{ "stock": "友邦吊顶", "reason": "装修家居", "其他标签": "装修家具", "stock_code": "002718" },
|
||
{ "stock": "天安新材", "reason": "装修家居", "其他标签": "装修家具", "stock_code": "603725" },
|
||
{ "stock": "欧派家居", "reason": "装修家居", "其他标签": "装修家具", "stock_code": "603833" },
|
||
{ "stock": "老板电器", "reason": "装修家居", "其他标签": "家电", "stock_code": "002508" },
|
||
{ "stock": "华帝股份", "reason": "装修家居", "其他标签": "家电", "stock_code": "002035" },
|
||
{ "stock": "万和电气", "reason": "装修家居", "其他标签": "家电", "stock_code": "002543" },
|
||
{ "stock": "雪祺电气", "reason": "装修家居", "其他标签": "家电", "stock_code": "001387" },
|
||
{ "stock": "惠而浦", "reason": "装修家居", "其他标签": "家电", "stock_code": "600983" },
|
||
{ "stock": "富佳股份", "reason": "装修家居", "其他标签": "家电", "stock_code": "603219" },
|
||
{ "stock": "火星人", "reason": "装修家居", "其他标签": "家电", "stock_code": "300894" },
|
||
{ "stock": "深物业A", "reason": "物业管理", "stock_code": "000011" },
|
||
{ "stock": "荣丰控股", "reason": "物业管理", "stock_code": null },
|
||
{ "stock": "锦和商管", "reason": "物业管理", "stock_code": "603682" },
|
||
{ "stock": "南都物业", "reason": "物业管理", "stock_code": "603506" },
|
||
{ "stock": "中天服务", "reason": "物业管理", "stock_code": "002188" },
|
||
{ "stock": "华联股份", "reason": "物业管理", "stock_code": "000882" },
|
||
{ "stock": "深赛格", "reason": "物业管理", "stock_code": null },
|
||
{ "stock": "我爱我家", "reason": "中介服务", "stock_code": "000560" },
|
||
{ "stock": "世联行", "reason": "中介服务", "stock_code": "002285" },
|
||
{ "stock": "三六五网", "reason": "中介服务", "stock_code": "300295" },
|
||
{ "stock": "国创高新", "reason": "中介服务", "stock_code": "002377" }
|
||
],
|
||
"涨幅分析补充": {
|
||
"rise_analysis": [
|
||
{ "stock": "深深房Ｂ", "stock_code": "200029", "rise_rate": 8.89, "trade_date": "2025-08-19", "reason": "# 深深房B(200029)近期上涨原因分析\n\n## 一、政策利好驱动\n\n### 1. 房地产市场政策支持\n- **高层会议释放积极信号**：近期新闻提到国务院召开相关会议，强调\"采取有力措施巩固房地产市场止跌回稳态势\"，这为整个房地产行业带来政策支持预期。\n- **一线城市政策优化预期**：市场信息显示，部分一线城市楼市新政已落地，市场预期\"上海、深圳有望跟进，根据市场运行情况进一步优化限购等政策\"。深深房B作为深圳本地房企，直接受益于深圳潜在的楼市政策调整预期。\n\n### 2. 地方政府支持力度加大\n- **深圳地方债发行**：近期深圳发行多种期限地方债，包括保障房专项、生态专项、土储专项等，总规模较大，表明地方政府在积极支持房地产市场和基础设施建设，为本地房企创造有利环境。\n\n## 二、行业环境改善\n\n### 1. 房地产行业整合加速\n- **出险房企化债进展**：有研究机构报告显示，多家出险房企债务重组、重整获得进展。这表明房地产行业风险正在有序化解，市场环境逐步改善。\n- **行业出清与转型**：近年来已有多家上市房企被动退市，多家企业剥离房地产开发业务或转型轻资产。行业深度调整后，存活下来的优质房企如深深房B可能获得更多市场份额和发展空间。\n\n### 2. 市场情绪回暖\n- **港股内房股走强**：近期港股内房股板块表现活跃，多家公司股价上涨，带动了整个房地产板块的市场情绪。\n- **A股地产板块联动**：港股地产相关概念的回升，可能对A股市场情绪产生积极影响。\n\n## 三、公司特定因素\n\n### 1. 深圳本地房企优势\n- **区域发展红利**：深圳作为中国一线城市和经济特区，其房地产市场一直备受关注。深深房B作为深圳本地老牌房企，可能充分受益于深圳区域经济发展和房地产市场回暖。\n- **土地储备价值**：虽然没有直接信息，但作为深圳本地房企，深深房B可能拥有一定的土地储备，在房地产市场回暖背景下，这些储备价值可能被重估。\n\n### 2. 业务转型预期\n- **轻资产转型可能性**：根据行业趋势，多家上市企业出于主动转型和被动保壳需要，正在剥离房地产开发业务或转型轻资产。市场可能预期深深房B也将进行类似转型，提升盈利能力。\n\n## 四、资金面与技术面因素\n\n### 1. 资金推动明显\n- **龙虎榜数据显示资金介入**：该股近期曾因日涨幅偏离值达到规定而登上龙虎榜，换手率和成交额均有放大，表明有资金明显介入该股。\n- **连续上涨吸引关注**：股价的连续上涨和成交额的增加，显示资金关注度有所提升。\n\n### 2. 市场预期与情绪\n- **投资者预期较高**：投资者论坛中讨论热度较高，反映出市场对该股的关注度提升，部分投资者情绪较为乐观。\n- **技术性反弹需求**：在经历长期调整后，房地产行业可能存在技术性反弹需求，深深房B作为深圳本地房企，可能成为资金关注的标的之一。\n\n## 五、综合评估\n\n深深房B近期的上涨是多重因素共同作用的结果：\n\n1. **政策面**：高层对房地产市场的支持表态及深圳可能跟进楼市新政的预期形成直接利好。\n2. **行业面**：房地产行业整合加速，风险有序化解，市场环境逐步改善。\n3. **区域面**：深圳地方债发行及区域经济发展为本地房企创造有利环境。\n4. **资金面**：资金介入迹象明显，推动股价上涨。\n5. **情绪面**：市场对房地产行业的悲观情绪有所缓解，投资者预期提升。\n\n需要注意的是，由于缺乏深深房B的具体业务和财务信息，以上分析主要基于行业环境和市场情绪的推断。投资者应关注公司后续公告和业务发展情况，结合基本面因素进行综合判断。" },
|
||
{ "stock": "深深房Ａ", "stock_code": "000029", "rise_rate": 7.18, "trade_date": "2025-08-20", "reason": "# 深深房A(000029)2025-08-20上涨7.18%原因分析\n\n基于提供的舆情信息，我分析深深房A在2025年8月20日上涨7.18%的原因主要有以下几个方面：\n\n## 一、房地产行业政策环境改善\n\n1. **政策支持力度加大**：新闻显示\"国务院召开全体会议，会议强调采取有力措施巩固房地产市场止跌回稳态势\"，这表明中央政府对房地产市场的支持态度明确，市场预期将有更多利好政策出台。\n\n2. **房企债务重组进展**：中指研究院报告指出，截至2025年8月，20家出险房企债务重组、重整获批，化债总规模超过12000亿元人民币。这表明房地产行业风险正在逐步化解，市场信心得到提振。\n\n3. **行业整合加速**：报告提到\"2022年至今已有27家上市房企被动退市，多家上市企业剥离房地产开发业务\"，行业正在经历深度洗牌，优质房企有望在整合中受益。\n\n## 二、公司特殊预期与资金动向\n\n1. **重大资产重组预期**：投资者论坛中多次提到\"这个票绝对不寻常，总市值还在扩大，估计要装大东西\"、\"深深房，要做什么，必须是深圳改革新标杆\"，显示市场对公司可能有重大资产重组或注入计划存在强烈预期。\n\n2. **融资资金持续流入**：数据显示\"深深房Ａ：连续4日融资净买入累计1307.59万元（08-20）\"、\"连续3日融资净买入累计1017.91万元（08-19）\"、\"融资净买入589.48万元，融资余额3.56亿元（08-18）\"，表明融资客连续看好该股，资金面支持明显。\n\n3. **股价创新高引发关注**：论坛提到\"深深房A股价创新高\"、\"创历史新高\"，技术面突破可能吸引了更多跟风资金。\n\n## 三、市场情绪与板块联动\n\n1. **港股内房股走强带动**：新闻显示\"港股内房股开盘走强，美的置业涨超11%，龙光集团、富力地产、碧桂园、融创中国等个股跟涨\"，港股地产股的强势表现对A股地产板块形成带动效应。\n\n2. **市场整体活跃度提升**：信息显示\"沪深两市成交额突破5000亿\"，市场整体交投活跃，为个股上涨提供了良好的市场环境。\n\n3. **机构策略看好内需板块**：东方财富策略陈果指出\"中国这边近期表态加强对服务消费支持，'有力'巩固地产止跌回稳\"，并提到\"内需中的结构性机会演绎\"，这种机构观点可能引导资金流向房地产等内需相关板块。\n\n## 四、深圳国资背景优势\n\n1. **区域改革预期**：作为深圳国资背景的上市公司，深深房A可能受益于深圳作为改革前沿的政策红利，投资者论坛中\"深圳改革新标杆\"的表述反映了这一预期。\n\n2. **国资资源优势**：在房地产行业整合背景下，国资背景房企在融资、项目获取等方面具有明显优势，市场预期深深房A可能在行业整合中扮演重要角色。\n\n## 五、投资者情绪与预期\n\n1. **高目标价预期**：论坛中有投资者提出\"维持200元目标价不变，荣耀归来倒计时\"，虽然这种预期可能过于乐观，但反映了市场对公司未来发展的高度期待。\n\n2. **筹码集中度提高**：论坛中提到\"跟紧点前十大股东贺某它不卖大家都别卖\"，暗示可能有重要股东长期持有，筹码结构趋于稳定。\n\n## 结论\n\n深深房A在2025年8月20日上涨7.18%是多重因素共同作用的结果：房地产行业政策环境改善、公司特殊资产重组预期、融资资金持续流入、港股内房股走强的带动效应、深圳国资背景优势以及投资者乐观情绪等。其中，对公司可能进行重大资产重组的预期和房地产行业政策支持是推动股价上涨的最主要因素。投资者应密切关注公司后续公告及行业政策变化，理性判断投资价值。" },
|
||
{ "stock": "好太太", "stock_code": "603848", "rise_rate": 10.0, "trade_date": "2025-07-10", "reason": "核心结论: 7月10日住建部等三部委同步下调房贷利率下限、首付比例并落地“认房不认贷”，地产链情绪反转，资金抢筹地产后周期消费标的，好太太作为智能晾晒龙头被集中攻击而涨停。 <br>驱动概念: 地产链消费+阿里概念 <br><br>个股异动解析: <br>1. 消息面： <br>（1）地产链消费：房贷利率下限下调、首套二套房首付比例下调、认房不认贷细则落地——公司主营智能晾衣机、智能锁等新房/二手房装修标配品，直接受益于成交回暖；天猫、京东旗舰店为公司核心销售渠道，阿里系流量扶持强化线上放量预期。 <br>（2）阿里概念：阿里云获评Omdia AI云市场“领导者”——公司智能家居产品已接入天猫精灵生态，2024年双十一阿里渠道销售额占比约35%，AIoT协同带来新增订单。 <br><br>2. 基本面： <br>- 2024年营收34.7亿元，同比增长18%，其中智能晾晒产品收入占比72%； <br>- 2024年毛利率46.3%，连续三年提升，主因高毛利新品占比提高； <br>- 2025Q1线上渠道收入同比+42%，阿里系平台贡献最大增量； <br>- 2025年计划新增300家线下体验店，强化“地产精装+零售”双轮驱动。 <br><br>总结: 政策组合拳刺激地产成交→地产链消费预期反转→好太太凭阿里渠道优势与精装场景刚需获资金抢筹。" },
|
||
{ "stock": "松霖科技", "stock_code": "603992", "rise_rate": 10.0, "trade_date": "2025-09-17", "reason": "核心结论：松霖科技涨停主因是\"认房不认贷\"政策细则落地叠加住宅竣工面积同比大增19.8%带来的地产后周期景气反转预期。<br><br>驱动概念：地产竣工+认房不认贷+家居装修<br><br>个股异动解析：<br>1. 消息面：<br>(1) 认房不认贷政策：2025年9月17日多部门同步发布《关于优化个人住房贷款中住房套数认定标准的通知》，明确首套首付20%、二套30%可向下浮动，激活购房需求。<br>(2) 住宅竣工数据：住建部同期公布1-8月住宅竣工面积同比+19.8%，为2016年以来同期最高，8月单月增速达+28.5%，表明房地产后周期景气度显著提升。<br>(3) 地产家居联动：松霖科技80%收入来自卫浴五金等产品，下游70%直接对接国内精装房/竣工市场，30%出口，是典型的地产后周期企业，对竣工变化极为敏感。<br><br>2. 基本面：<br>(1) 业务结构优势：公司主营卫浴五金、花洒、龙头等产品与房地产竣工和家居装修高度相关，受益于地产后周期景气度提升。<br>(2) 订单周期领先：竣工数据领先于卫浴订单2-3个季度，19.8%的高增速预示明年上半年公司B端订单能见度将大幅提升。<br>(3) 低估值修复空间：市场预期公司2025年收入增速从0-5%上修至15-20%，PE估值从18倍压缩至15倍以内，形成\"低估值+景气反转\"共振。<br><br>总结：政策面\"认房不认贷\"刺激购房需求，数据面住宅竣工面积创近年新高，共同推动地产后周期景气复苏，松霖科技作为卫浴行业龙头直接受益，叠加其低市值和机构持仓低的特点被短线资金选中，成为家居板块领涨标的。" },
|
||
{ "stock": "百合花", "stock_code": "603823", "rise_rate": 9.98, "trade_date": "2025-08-26", "reason": "核心结论: 上海“8·25”地产新政大幅降低二套房贷利率并放松外环外限购，地产链预期反转，百合花作为建筑涂料上游有机颜料龙头，估值压制解除，资金抢筹涨停。<br><br>驱动概念: 地产链+涂料上游+政策松绑<br><br>个股异动解析: <br>1. 消息面： <br>（1）房贷利率下浮30bp：上海不再区分首套/二套，二套房贷利率统一降至3.05%，100万元30年贷款利息省8万元，直接刺激改善型需求。 <br>-公司与地产链的相关事实1：公司高性能有机颜料60%以上用于建筑涂料，地产竣工回暖将带动需求。 <br>-公司与地产链的相关事实2：2024年因地产低迷业绩下滑，估值处于历史低位，政策拐点触发修复。 <br><br>（2）支持合理住房消费政策：外环外不限购、公积金提贷并行、房产税减免，组合拳释放购买力。 <br>-公司与地产链的相关事实1：上海外环外为成交主力（新房63%、二手房50%），涂料需求弹性大。 <br>-公司与地产链的相关事实2：机构席位08-26早盘3.2万手封板，龙虎榜两家机构净买6200万元，同板块三棵树、龙佰集团跟涨。 <br><br>2. 基本面： <br>-主营高性能有机颜料，产能3.5万吨/年，建筑涂料占比超60%。 <br>-2024年归母净利同比下滑45%，毛利率跌至22%，地产链拖累明显。 <br>-暂无新增产能公告，估值修复依赖需求端政策催化。 <br><br>总结: 政策松绑→地产链需求预期反转→涂料上游颜料龙头估值修复→机构资金抢筹涨停。" }
|
||
]
|
||
}
|
||
};
|
||
|
||
const 漲幅分析 = stockData["涨幅分析补充"].rise_analysis.map(item => {
|
||
let html = item.reason
|
||
.replace(/# (.+)/g, '<h1>$1</h1>')
|
||
.replace(/## (.+)/g, '<h2>$1</h2>')
|
||
.replace(/### (.+)/g, '<h3>$1</h3>')
|
||
.replace(/\n- /g, '<ul><li>')
|
||
.replace(/\n/g, '<br>')
|
||
.replace(/<li><br>/g, '</li><li>')
|
||
.replace(/<ul>/g, '')
|
||
.replace(/<\/li><li>/g, '</li></ul><ul><li>') + '</li></ul>';
|
||
html = html.replace(/<ul><br>/g,'<ul>').replace(/<\/ul><br>/g,'</ul>');
|
||
item.reason_html = html;
|
||
return item;
|
||
});
|
||
|
||
function populateTable(tableId, data) {
|
||
const tableBody = document.getElementById(tableId);
|
||
if (!tableBody) return;
|
||
|
||
// Deduplicate stocks by name for cleaner tables
|
||
const uniqueStocks = data.reduce((acc, current) => {
|
||
if (!acc.find(item => item.stock === current.stock)) {
|
||
acc.push(current);
|
||
}
|
||
return acc;
|
||
}, []);
|
||
|
||
uniqueStocks.forEach(stock => {
|
||
const row = document.createElement('tr');
|
||
const codeCellContent = stock.stock_code
|
||
? `<a href="https://valuefrontier.cn/company?scode=${stock.stock_code}" target="_blank" class="text-cyan-400 hover:text-cyan-200 transition">${stock.stock_code}</a>`
|
||
: 'N/A';
|
||
|
||
row.innerHTML = `
|
||
<td class="font-bold">${stock.stock}</td>
|
||
<td>${codeCellContent}</td>
|
||
<td>${stock.reason}</td>
|
||
<td>${stock.其他标签 || 'N/A'}</td>
|
||
`;
|
||
tableBody.appendChild(row);
|
||
});
|
||
}
|
||
|
||
document.addEventListener('DOMContentLoaded', () => {
|
||
populateTable('stock-table-1', stockData['房地产产业链(240926)']);
|
||
populateTable('stock-table-2', stockData['房地产产业链（20240519）']);
|
||
|
||
const chartTheme = {
|
||
backgroundColor: 'transparent',
|
||
textStyle: {
|
||
color: '#e0e0e0'
|
||
},
|
||
title: {
|
||
textStyle: {
|
||
color: '#00f6ff',
|
||
fontFamily: 'Orbitron'
|
||
}
|
||
},
|
||
legend: {
|
||
textStyle: {
|
||
color: '#e0e0e0'
|
||
}
|
||
},
|
||
tooltip: {
|
||
backgroundColor: 'rgba(15, 23, 42, 0.8)',
|
||
borderColor: 'rgba(0, 246, 255, 0.3)',
|
||
textStyle: {
|
||
color: '#e0e0e0'
|
||
}
|
||
},
|
||
xAxis: {
|
||
axisLine: {
|
||
lineStyle: {
|
||
color: 'rgba(0, 246, 255, 0.3)'
|
||
}
|
||
},
|
||
splitLine: {
|
||
show: false
|
||
}
|
||
},
|
||
yAxis: {
|
||
axisLine: {
|
||
lineStyle: {
|
||
color: 'rgba(0, 246, 255, 0.3)'
|
||
}
|
||
},
|
||
splitLine: {
|
||
lineStyle: {
|
||
color: 'rgba(0, 246, 255, 0.1)'
|
||
}
|
||
}
|
||
},
|
||
series: [{
|
||
itemStyle: {
|
||
color: '#00f6ff'
|
||
}
|
||
}]
|
||
};
|
||
|
||
// Sales Chart
|
||
const salesChart = echarts.init(document.getElementById('sales-chart'));
|
||
salesChart.setOption({
|
||
title: { text: '市场销售同比增速', left: 'center' },
|
||
tooltip: { trigger: 'axis' },
|
||
xAxis: { type: 'category', data: ['11月前', '11月', '9月(新房)', '9月(二手房)'] },
|
||
yAxis: { type: 'value', axisLabel: { formatter: '{value}%' } },
|
||
series: [{
|
||
data: [null, 3.2, 5, 14],
|
||
type: 'bar',
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||
{ offset: 0, color: 'rgba(0, 246, 255, 0.8)' },
|
||
{ offset: 1, color: 'rgba(0, 100, 255, 0.3)' }
|
||
])
|
||
},
|
||
markLine: {
|
||
data: [{yAxis: 0, name: '荣枯线'}],
|
||
lineStyle: { color: '#ff4d4d' }
|
||
}
|
||
}]
|
||
});
|
||
salesChart.setOption(chartTheme);
|
||
|
||
// Credit Risk Chart
|
||
const creditRiskChart = echarts.init(document.getElementById('credit-risk-chart'));
|
||
creditRiskChart.setOption({
|
||
title: { text: '房企不良信用占比', left: 'center' },
|
||
tooltip: { formatter: '{a} <br/>{b} : {c}%' },
|
||
series: [{
|
||
name: '信用风险',
|
||
type: 'gauge',
|
||
progress: { show: true },
|
||
detail: { valueAnimation: true, formatter: '{value}%', color: '#ff4d4d' },
|
||
axisLabel: { color: 'auto' },
|
||
axisTick: { color: 'auto' },
|
||
splitLine: { color: 'auto' },
|
||
axisLine: { lineStyle: { color: [[0.2, '#00f6ff'], [0.8, '#ffc700'], [1, '#ff4d4d']] } },
|
||
data: [{ value: 23.23, name: '不良信用房企' }]
|
||
}]
|
||
});
|
||
creditRiskChart.setOption(chartTheme);
|
||
|
||
// Inventory Chart
|
||
const inventoryChart = echarts.init(document.getElementById('inventory-chart'));
|
||
inventoryChart.setOption({
|
||
title: { text: '库存去化周期 (月)', left: 'center' },
|
||
series: [
|
||
{
|
||
type: 'liquidFill',
|
||
data: [27.1 / 60, 27.1 / 60 * 0.9], // Use a scale, e.g., 60 months max
|
||
radius: '80%',
|
||
label: {
|
||
formatter: '27.1\n个月',
|
||
fontSize: 24,
|
||
color: '#fff',
|
||
},
|
||
outline: {
|
||
borderDistance: 8,
|
||
itemStyle: {
|
||
borderColor: '#00f6ff',
|
||
borderWidth: 4,
|
||
shadowBlur: 20,
|
||
shadowColor: 'rgba(0, 246, 255, 0.5)'
|
||
}
|
||
},
|
||
backgroundStyle: {
|
||
color: 'rgba(15, 23, 42, 0.5)'
|
||
},
|
||
color: ['rgba(0, 246, 255, 0.5)', 'rgba(0, 246, 255, 0.3)']
|
||
}
|
||
]
|
||
});
|
||
inventoryChart.setOption(chartTheme);
|
||
|
||
window.addEventListener('resize', () => {
|
||
salesChart.resize();
|
||
creditRiskChart.resize();
|
||
inventoryChart.resize();
|
||
});
|
||
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |