508 lines
33 KiB
HTML
508 lines
33 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>育儿补贴 - 概念深度研究 | 价小前投研</title>
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<!-- Tailwind CSS & DaisyUI -->
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.2/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.tailwindcss.com"></script>
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<!-- Alpine.js -->
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<link rel="preconnect" href="https://fonts.googleapis.com">
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<style>
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:root {
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--glow-color-1: rgba(0, 225, 255, 0.3);
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--glow-color-2: rgba(191, 0, 255, 0.3);
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--glass-bg: rgba(20, 20, 35, 0.5);
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--border-color: rgba(255, 255, 255, 0.1);
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}
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body {
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font-family: 'Poppins', 'sans-serif';
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background-color: #0a0a18;
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background-image:
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radial-gradient(circle at 15% 15%, var(--glow-color-1) 0%, transparent 40%),
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background: var(--glass-bg);
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backdrop-filter: blur(20px);
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-webkit-backdrop-filter: blur(20px);
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border: 1px solid var(--border-color);
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border-radius: 1.5rem; /* 24px */
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transition: all 0.3s ease-in-out;
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box-shadow: 0 8px 32px 0 rgba(0, 0, 0, 0.37);
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box-shadow: 0 0 40px rgba(0, 225, 255, 0.1);
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}
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.fui-title {
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font-family: 'Exo 2', sans-serif;
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font-weight: 700;
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text-shadow: 0 0 10px rgba(0, 225, 255, 0.5), 0 0 20px rgba(191, 0, 255, 0.3);
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}
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.bento-grid {
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display: grid;
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gap: 1.5rem; /* 24px */
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}
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.highlight-text {
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color: #00e1ff;
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font-weight: 600;
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}
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.table-glass {
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background: rgba(15, 15, 30, 0.6);
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backdrop-filter: blur(15px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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border-radius: 1.5rem;
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overflow: hidden;
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}
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.table-glass th {
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background-color: rgba(0, 225, 255, 0.1);
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color: #e0e0e0;
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}
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.table-glass td, .table-glass th {
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border-bottom: 1px solid rgba(255, 255, 255, 0.1) !important;
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}
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</style>
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</head>
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<body class="antialiased min-h-screen">
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<div class="container mx-auto p-4 md:p-8">
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<!-- Header -->
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<header class="text-center mb-12">
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<h1 class="text-5xl md:text-7xl font-bold fui-title tracking-widest">育儿补贴</h1>
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<h2 class="text-2xl md:text-3xl text-gray-400 mt-4 tracking-wider">概念深度研究</h2>
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<p class="text-xs text-gray-500 mt-6 max-w-2xl mx-auto">
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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。本报告为AI合成数据，不构成任何投资建议，投资需谨慎。
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</p>
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</header>
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<!-- Main Content -->
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<main class="space-y-12">
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<!-- Insight Bento Grid -->
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<section class="bento-grid grid-cols-1 lg:grid-cols-3">
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<div class="glass-card p-6 lg:col-span-2 lg:row-span-2">
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<h3 class="fui-title text-2xl mb-4">核心观点与市场逻辑</h3>
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<p class="text-lg font-semibold text-gray-300 mb-4">
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“育儿补贴”概念已从政策预期全面过渡到实质性落地与基本面验证阶段。其核心驱动力在于国家应对人口挑战和刺激内需的宏大战略转型，通过首次大规模、普惠性的现金直达居民账户，撬动母婴消费市场。
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</p>
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<div class="space-y-3 text-gray-400">
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<p><strong class="text-gray-200">宏观战略转型：</strong> 这是中国财政政策从侧重“生产供给端”向“扶持需求端”转变的标志性事件，是“通缩来首个中央财政直通居民账户的普惠现金补贴”，体现“投资于人”的决心。</p>
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<p><strong class="text-gray-200">人口问题应对：</strong> 面对严峻的低生育率，现金补贴被视为“破解低生育率问题的关键措施之一”，旨在直接降低家庭经济负担，刺激生育意愿。</p>
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<p><strong class="text-gray-200">政策设计创新：</strong> 国家方案具备三大突破：<span class="highlight-text">普惠性</span>（覆盖一孩）、<span class="highlight-text">统一性</span>（全国基础标准）、<span class="highlight-text">直接性</span>（现金发放、免税、不计入低保）。</p>
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<p><strong class="text-gray-200">未来潜力：</strong> 潜力不仅取决于补贴金额的持续加码，更在于其能否与托育、教育、税收等一系列配套政策形成“组合拳”，系统性地降低家庭综合育儿成本。</p>
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</div>
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</div>
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<div class="glass-card p-6">
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<h3 class="fui-title text-2xl mb-4">概念发展脉络</h3>
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<ul class="timeline timeline-compact timeline-vertical">
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<li>
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<div class="timeline-start timeline-box bg-transparent border-none text-left p-0">酝酿期 (2025前)</div>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-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 0l4.001-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end timeline-box bg-transparent border-none text-left p-0 text-gray-400">地方零星试点，呼和浩特“三孩10万”成标杆。</div>
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</li>
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<li><hr class="bg-cyan-400/50"/></li>
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<li>
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<div class="timeline-start timeline-box bg-transparent border-none text-left p-0">预期升温 (25.03-07)</div>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-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 0l4.001-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end timeline-box bg-transparent border-none text-left p-0 text-gray-400">政府工作报告首提，上升至国家顶层设计。</div>
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</li>
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<li><hr class="bg-cyan-400/50"/></li>
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<li>
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<div class="timeline-start timeline-box bg-transparent border-none text-left p-0">正式落地 (25.07.28)</div>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-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 0l4.001-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end timeline-box bg-transparent border-none text-left p-0 text-gray-400">《实施方案》印发，明确<span class="highlight-text">每孩每年3600元</span>标准。</div>
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</li>
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<li><hr class="bg-cyan-400/50"/></li>
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<li>
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<div class="timeline-start timeline-box bg-transparent border-none text-left p-0">全面实施 (25.08至今)</div>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-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 0l4.001-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end timeline-box bg-transparent border-none text-left p-0 text-gray-400">各地开放申领，11月起陆续发放，全国申领超3170万条。</div>
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</li>
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</ul>
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</div>
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<div class="glass-card p-6 lg:col-span-1">
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<h3 class="fui-title text-2xl mb-4">关键催化剂</h3>
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<div class="space-y-3">
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<div>
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<h4 class="font-semibold text-gray-200">近期 (3-6个月)</h4>
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<ul class="list-disc list-inside text-gray-400 pl-2">
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<li>首批补贴发放效果评估（Q4财报验证）。</li>
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<li>重点城市（如上海）配套政策出台。</li>
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<li>国家层面资金管理等配套文件落地。</li>
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</ul>
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</div>
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<div>
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<h4 class="font-semibold text-gray-200">长期发展路径</h4>
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<ul class="list-disc list-inside text-gray-400 pl-2">
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<li><span class="highlight-text">阶段一:</span> 现金补贴深化（提标扩面）。</li>
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<li><span class="highlight-text">阶段二:</span> 服务支持体系构建（普惠托育）。</li>
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<li><span class="highlight-text">阶段三:</span> 综合性生育友好社会建设。</li>
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</ul>
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</div>
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</div>
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</div>
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<div class="glass-card p-6 lg:col-span-2">
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<h3 class="fui-title text-2xl mb-4">预期差与风险挑战</h3>
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<div class="space-y-4">
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<div>
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<h4 class="font-semibold text-gray-200">潜在预期差：</h4>
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<ul class="list-disc list-inside text-gray-400 pl-2">
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<li><strong class="text-gray-300">生育率提振效果或被高估：</strong>日本经验表明，现金补贴仅能“减缓下滑斜率”，且70%家庭用于储蓄（教育），而非即期消费。</li>
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<li><strong class="text-gray-300">地方配套力度不确定：</strong>全国复制“呼和浩特模式”（3700亿财政规模）概率低，地方财政差异将导致政策效果分化。</li>
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<li><strong class="text-gray-300">边际效应差异被忽略：</strong>补贴对中西部、低线城市和中低收入家庭效用更大，利好在这些市场布局更深的公司。</li>
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</ul>
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</div>
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<div>
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<h4 class="font-semibold text-red-400">核心矛盾与风险：</h4>
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<ul class="list-disc list-inside text-gray-400 pl-2">
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<li><strong class="text-red-300">核心矛盾：</strong> 乐观的国内消费拉动预测 (拉动社零0.2-0.5%) vs 悲观的国际经验 (日本刺激作用有限)。</li>
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<li><strong class="text-red-300">商业化风险：</strong> 若新生儿数量未明显回升或补贴消费转化率低，长期逻辑将被证伪。</li>
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<li><strong class="text-red-300">政策与竞争风险：</strong> 政策力度持续性存疑，地方财政压力大，行业可能因争夺增量预算而加剧“价格战”。</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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</section>
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<!-- Industry Chain Analysis -->
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<section class="glass-card p-6">
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<h3 class="fui-title text-3xl mb-6 text-center">产业链深度剖析</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<!-- Upstream -->
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<div class="border border-cyan-500/30 p-4 rounded-xl bg-black/20">
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<h4 class="text-xl font-bold text-cyan-300 mb-3 text-center">上游：原材料与服务供给</h4>
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<ul class="space-y-2 text-gray-300">
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<li><strong>原材料:</strong> 纸尿裤无纺布 (延江股份), 奶粉ARA/DHA (嘉必优)</li>
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<li><strong>医疗服务:</strong> 辅助生殖 (戴维医疗), 儿童药 (一品红, 康芝药业)</li>
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</ul>
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</div>
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<!-- Midstream -->
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<div class="border border-purple-500/30 p-4 rounded-xl bg-black/20">
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<h4 class="text-xl font-bold text-purple-300 mb-3 text-center">中游：产品制造与品牌</h4>
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<ul class="space-y-2 text-gray-300">
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<li><strong>奶粉:</strong> 贝因美, 伊利股份, 光明乳业</li>
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<li><strong>婴童用品:</strong> 纸尿裤 (豪悦护理), 玩具 (奥飞娱乐)</li>
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<li><strong>童装:</strong> 巴拉巴拉 (森马服饰), 朗姿股份</li>
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</ul>
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</div>
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<!-- Downstream -->
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<div class="border border-pink-500/30 p-4 rounded-xl bg-black/20">
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<h4 class="text-xl font-bold text-pink-300 mb-3 text-center">下游：渠道与服务</h4>
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<ul class="space-y-2 text-gray-300">
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<li><strong>母婴连锁:</strong> 孩子王, 爱婴室</li>
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<li><strong>幼教托育:</strong> 时代出版, 华媒控股</li>
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<li><strong>母婴护理:</strong> 月子中心 (浙江震元)</li>
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</ul>
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</div>
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</div>
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<div id="industry-chart" class="w-full h-96 mt-6"></div>
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</section>
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<!-- Evidence & Data -->
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<section class="glass-card p-6" x-data="{ tab: 'news' }">
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<h3 class="fui-title text-3xl mb-6 text-center">核心数据与信息源</h3>
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<div class="tabs tabs-boxed justify-center bg-black/20">
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<a class="tab" :class="{'tab-active': tab === 'news'}" @click.prevent="tab = 'news'">新闻速递</a>
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<a class="tab" :class="{'tab-active': tab === 'roadshow'}" @click.prevent="tab = 'roadshow'">路演纪要</a>
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<a class="tab" :class="{'tab-active': tab === 'report'}" @click.prevent="tab = 'report'">研报精粹</a>
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</div>
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<div class="mt-6">
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<!-- News Content -->
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<div x-show="tab === 'news'" class="space-y-4">
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<div class="collapse collapse-plus bg-base-200/50">
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<input type="radio" name="news-accordion" checked="checked" />
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<div class="collapse-title text-xl font-medium">国家层面核心政策</div>
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<div class="collapse-content">
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<ul class="list-disc list-inside text-gray-400 space-y-2">
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<li><strong class="text-gray-200">补贴标准：</strong>每孩每年<span class="highlight-text">3600元</span>，普惠性现金按年发放。</li>
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<li><strong class="text-gray-200">补贴对象：</strong>2025年1月1日起，对3周岁以下婴幼儿发放。追溯至2022年1月1日后出生的婴幼儿。</li>
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<li><strong class="text-gray-200">普惠原则：</strong>不分城乡、民族、区域，一、二、三孩标准相同。</li>
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<li><strong class="text-gray-200">政策信号：</strong>通缩以来首个中央财政直通居民账户的普惠现金补贴，体现财政从支持生产转向扶持需求。</li>
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</ul>
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</div>
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</div>
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<div class="collapse collapse-plus bg-base-200/50">
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<input type="radio" name="news-accordion" />
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<div class="collapse-title text-xl font-medium">实施与申领细则</div>
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<div class="collapse-content">
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<ul class="list-disc list-inside text-gray-400 space-y-2">
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<li><strong class="text-gray-200">申领时间：</strong>8月下旬各地陆续开放，9月8日全国全面开放。11月中旬起陆续发放。</li>
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<li><strong class="text-gray-200">申领渠道：</strong>线上（支付宝、微信、政务平台）及线下（乡镇/街道办）均可。</li>
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</ul>
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</div>
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</div>
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<div class="collapse collapse-plus bg-base-200/50">
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<input type="radio" name="news-accordion" />
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<div class="collapse-title text-xl font-medium">财政与税务政策</div>
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<div class="collapse-content">
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<ul class="list-disc list-inside text-gray-400 space-y-2">
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<li><strong class="text-gray-200">预算安排：</strong>中央财政设“育儿补贴补助资金”，初步安排预算<span class="highlight-text">900亿元</span>左右。</li>
|
||
<li><strong class="text-gray-200">税收政策：</strong>育儿补贴<span class="highlight-text">免征个人所得税</span>，且不计入最低生活保障对象的家庭收入。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Roadshow Content -->
|
||
<div x-show="tab === 'roadshow'" class="space-y-4">
|
||
<div class="collapse collapse-plus bg-base-200/50">
|
||
<input type="radio" name="roadshow-accordion" checked="checked" />
|
||
<div class="collapse-title text-xl font-medium">政策解读与规模测算</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside text-gray-400 space-y-2">
|
||
<li><strong class="text-gray-200">资金规模：</strong>中央主导，年度支出约<span class="highlight-text">1200亿元</span>，占一般公共预算支出0.4%。若推广“呼和浩特模式”需3700亿元。</li>
|
||
<li><strong class="text-gray-200">政策定位：</strong>属“投资于人”的需求侧改革，后续将配合学前教育免费、托育建设等系统性支持。</li>
|
||
<li><strong class="text-gray-200">经济影响：</strong>预计拉动社零消费0.2-0.5个百分点，刚需母婴食品率先受益。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-base-200/50">
|
||
<input type="radio" name="roadshow-accordion" />
|
||
<div class="collapse-title text-xl font-medium">国际经验与风险提示</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside text-gray-400 space-y-2">
|
||
<li><strong class="text-gray-200">日本经验（野村）：</strong>补贴刺激作用有限，70%家庭将补贴储蓄用于教育，政策仅减缓生育率下滑斜率，未能扭转。</li>
|
||
<li><strong class="text-gray-200">欧洲经验（国君）：</strong>法国、瑞典补贴力度大（占年收入3-10倍）并配合托育服务，效果显著。中国补贴力度与托育覆盖率差距较大。</li>
|
||
<li><strong class="text-gray-200">风险提示：</strong>新生人口回升需时间，短期以估值修复为主；需关注地方配套政策力度及财政能力。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Report Content -->
|
||
<div x-show="tab === 'report'" class="space-y-4">
|
||
<div class="collapse collapse-plus bg-base-200/50">
|
||
<input type="radio" name="report-accordion" checked="checked" />
|
||
<div class="collapse-title text-xl font-medium">财政安排与影响评估</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside text-gray-400 space-y-2">
|
||
<li><strong class="text-gray-200">补贴规模：</strong>预计2025年发放规模<span class="highlight-text">1200亿元</span>（补发854亿 + 新增347亿）。</li>
|
||
<li><strong class="text-gray-200">央地分担：</strong>整体按<span class="highlight-text">9:1</span>共担。东、中、西部地区中央承担比例分别为85%、90%、95%。</li>
|
||
<li><strong class="text-gray-200">消费拉动：</strong>预计形成855亿元消费支出，拉动社零增速<span class="highlight-text">0.18个百分点</span>。对可选消费支撑大于必选。</li>
|
||
<li><strong class="text-gray-200">家庭影响：</strong>对低收入户占年可支配收入约19%，中等偏下收入户占8.3%，激励效果更明显。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-base-200/50">
|
||
<input type="radio" name="report-accordion" />
|
||
<div class="collapse-title text-xl font-medium">政策突破点与未来展望</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside text-gray-400 space-y-2">
|
||
<li><strong class="text-gray-200">政策突破：</strong>首次覆盖一孩、现金发放形式、免税且不计入低保收入，政策具不可逆性。</li>
|
||
<li><strong class="text-gray-200">未来空间：</strong>《方案》明确“现阶段国家基础标准”，意味未来标准仍有提升空间。</li>
|
||
<li><strong class="text-gray-200">政策组合拳：</strong>后续可能建立涵盖住房、教育等多方面的综合性政策体系，并加强普惠育幼服务。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Table -->
|
||
<section>
|
||
<h3 class="fui-title text-3xl mb-6 text-center">相关上市公司梳理</h3>
|
||
<div class="overflow-x-auto table-glass">
|
||
<table class="table table-zebra w-full text-base">
|
||
<thead class="text-lg">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑 / 原因</th>
|
||
<th class="text-center">业务标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody id="stock-table-body">
|
||
<!-- JS will populate this -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
||
// ECharts Initialization
|
||
var chartDom = document.getElementById('industry-chart');
|
||
var myChart = echarts.init(chartDom, 'dark');
|
||
var option;
|
||
|
||
option = {
|
||
backgroundColor: 'transparent',
|
||
title: {
|
||
text: '育儿补贴产业链图谱',
|
||
left: 'center',
|
||
textStyle: {
|
||
color: '#e0e0e0',
|
||
fontFamily: 'Exo 2'
|
||
}
|
||
},
|
||
tooltip: {
|
||
trigger: 'item',
|
||
triggerOn: 'mousemove',
|
||
backgroundColor: 'rgba(0,0,0,0.7)',
|
||
borderColor: '#333',
|
||
textStyle: {
|
||
color: '#fff'
|
||
}
|
||
},
|
||
series: [{
|
||
type: 'sankey',
|
||
layout: 'none',
|
||
emphasis: {
|
||
focus: 'adjacency'
|
||
},
|
||
nodeAlign: 'justify',
|
||
data: [
|
||
{ name: '育儿补贴政策' },
|
||
{ name: '上游' },
|
||
{ name: '中游' },
|
||
{ name: '下游' },
|
||
{ name: '原材料' },
|
||
{ name: '医疗服务' },
|
||
{ name: '奶粉' },
|
||
{ name: '婴童用品' },
|
||
{ name: '童装' },
|
||
{ name: '母婴连锁' },
|
||
{ name: '幼教托育' },
|
||
{ name: '母婴护理' }
|
||
],
|
||
links: [
|
||
{ source: '育儿补贴政策', target: '上游', value: 2 },
|
||
{ source: '育儿补贴政策', target: '中游', value: 5 },
|
||
{ source: '育儿补贴政策', target: '下游', value: 3 },
|
||
{ source: '上游', target: '原材料', value: 1 },
|
||
{ source: '上游', target: '医疗服务', value: 1 },
|
||
{ source: '中游', target: '奶粉', value: 1 },
|
||
{ source: '中游', target: '婴童用品', value: 2 },
|
||
{ source: '中游', target: '童装', value: 2 },
|
||
{ source: '下游', target: '母婴连锁', value: 1 },
|
||
{ source: '下游', target: '幼教托育', value: 1 },
|
||
{ source: '下游', target: '母婴护理', value: 1 },
|
||
],
|
||
lineStyle: {
|
||
color: 'source',
|
||
curveness: 0.5
|
||
},
|
||
label: {
|
||
color: '#fff',
|
||
fontFamily: 'Poppins'
|
||
}
|
||
}]
|
||
};
|
||
|
||
option && myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
|
||
// Stock Data Population
|
||
const stockData = {
|
||
"婴童产品": [
|
||
{ "stock": "豪悦护理", "reason": "2024年婴儿卫生用品营收20.60亿，收入占比70.32%", "stock_code": "605009" },
|
||
{ "stock": "奥飞娱乐", "reason": "2024年婴童用品营收12.12亿元，收入占比44.64%", "stock_code": "002292" },
|
||
{ "stock": "稳健医疗", "reason": "洗脸巾、婴童干湿巾、婴童抱被等在天猫、京东电商平台销售额在同类目中均排第一", "stock_code": "300888" },
|
||
{ "stock": "延江股份", "reason": "主要产品3D打孔无纺布和PE打孔膜用作婴儿纸尿布等面层材料", "stock_code": "300658" },
|
||
{ "stock": "百亚股份", "reason": "2024年纸尿裤营收9348.25万元，收入占比2.87%", "stock_code": "003006" },
|
||
],
|
||
"玩具": [
|
||
{ "stock": "高乐股份", "reason": "2024年玩具及相关业务营收3.03亿元，收入占比96.18%", "stock_code": "002348" },
|
||
{ "stock": "实丰文化", "reason": "2024年玩具业务营收2.97亿元，收入占比67.98%", "stock_code": "002862" },
|
||
{ "stock": "星辉娱乐", "reason": "2024年玩具业务营收4.65亿元，收入占比34.21%", "stock_code": "300043" },
|
||
],
|
||
"童装孕妇装": [
|
||
{ "stock": "森马服饰", "reason": "2024年儿童服饰营收102.68亿元，收入占比70.21%，旗下拥有巴拉巴拉品牌", "stock_code": "002563" },
|
||
{ "stock": "朗姿股份", "reason": "2024年婴童服装营收6.44亿元，收入占比11.32%", "stock_code": "002612" },
|
||
{ "stock": "爱慕股份", "reason": "2025年一季度爱慕儿童营收1.06亿元，收入占比12.39%", "stock_code": "603511" },
|
||
],
|
||
"母婴": [
|
||
{ "stock": "孩子王", "reason": "2024年母婴商品营收81.58亿元，收入占比87.37%，母婴服务2.75亿元，收入占比7.06%", "stock_code": "301078" },
|
||
{ "stock": "爱婴室", "reason": "2024年奶粉营收20.97亿元，收入占比60.48%。为孕前0到6岁婴幼儿家庭提供母婴用品产品", "stock_code": "603214" },
|
||
{ "stock": "*ST金比", "reason": "2024年母婴消费品行业营收2.19亿元，收入占比97.27%", "stock_code": "002762" },
|
||
{ "stock": "浙江震元", "reason": "震元堂母婴护理中心主要提供入住式月子休养服务、居家月嫂服务、产后康复服务等", "stock_code": "000705" },
|
||
],
|
||
"幼教": [
|
||
{ "stock": "时代出版", "reason": "豚宝宝系列产品有相应扩充覆盖幼教、早教、托育多个阶段", "stock_code": "600551" },
|
||
{ "stock": "华媒控股", "reason": "控股子公司华媒优培已投入运营的幼儿园2家、托育园6家", "stock_code": "000607" },
|
||
{ "stock": "长江传媒", "reason": "旗下武汉爱立方从事学前幼儿玩教具、幼教装备研发生产与销售业务", "stock_code": "600757" },
|
||
],
|
||
"奶粉": [
|
||
{ "stock": "贝因美", "reason": "2024年婴童业营收27.73亿元，收入占比100%，掌握国内领先的配方奶粉生产工艺", "stock_code": "002570" },
|
||
{ "stock": "伊利股份", "reason": "2024年上半年公司整体婴幼儿奶粉零售额市场份额达到16.9%", "stock_code": "600887" },
|
||
{ "stock": "嘉必优", "reason": "奶粉上游配套行业，产品进入全球婴幼儿配方奶粉领域主要海外大客户的供应链", "stock_code": "688089" },
|
||
{ "stock": "光明乳业", "reason": "公司国内婴幼儿奶粉有光明牧场、光明致优、光明优幼等系列品牌", "stock_code": "600597" },
|
||
],
|
||
"儿童药": [
|
||
{ "stock": "一品红", "reason": "2025年一季度儿童药营收2.47亿元，收入占比65.42%", "stock_code": "300723" },
|
||
{ "stock": "康芝药业", "reason": "2024年儿童药营收3.15亿元，收入占比66.69%，旗下中山爱护专注母婴童健康护理产品", "stock_code": "300086" },
|
||
{ "stock": "葵花药业", "reason": "实体药店儿科中成药销售额前20厂家中，葵花集团旗下合计占据14.01%市场份额", "stock_code": "002737" },
|
||
],
|
||
};
|
||
|
||
const tableBody = document.getElementById('stock-table-body');
|
||
let htmlContent = '';
|
||
|
||
for (const category in stockData) {
|
||
// Add a category header row
|
||
htmlContent += `
|
||
<tr class="bg-slate-800/50">
|
||
<td colspan="4" class="text-center font-bold text-lg text-cyan-300">${category}</td>
|
||
</tr>
|
||
`;
|
||
stockData[category].forEach(stock => {
|
||
const stockCode = stock.stock_code ? stock.stock_code : 'N/A';
|
||
const link = stock.stock_code ? `https://valuefrontier.cn/company?scode=${stock.stock_code}` : '#';
|
||
const target = stock.stock_code ? 'target="_blank"' : '';
|
||
|
||
htmlContent += `
|
||
<tr>
|
||
<td class="font-bold text-gray-200">${stock.stock}</td>
|
||
<td><a href="${link}" ${target} class="text-blue-400 hover:underline">${stockCode}</a></td>
|
||
<td class="text-gray-400">${stock.reason}</td>
|
||
<td class="text-center"><span class="badge badge-outline badge-info">${category}</span></td>
|
||
</tr>
|
||
`;
|
||
});
|
||
}
|
||
|
||
tableBody.innerHTML = htmlContent;
|
||
</script>
|
||
|
||
</body>
|
||
</html> |