625 lines
34 KiB
HTML
625 lines
34 KiB
HTML
|
||
<!DOCTYPE html>
|
||
<html lang="zh-CN" data-theme="dark">
|
||
<head>
|
||
<meta charset="UTF-8">
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<title>羽绒行业深度分析报告</title>
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.24/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
|
||
<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
|
||
<style>
|
||
@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap');
|
||
|
||
* {
|
||
font-family: 'Inter', sans-serif;
|
||
}
|
||
|
||
.gradient-bg {
|
||
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
|
||
}
|
||
|
||
.glass-effect {
|
||
background: rgba(255, 255, 255, 0.1);
|
||
backdrop-filter: blur(10px);
|
||
border: 1px solid rgba(255, 255, 255, 0.2);
|
||
}
|
||
|
||
.timeline-dot {
|
||
animation: pulse 2s infinite;
|
||
}
|
||
|
||
@keyframes pulse {
|
||
0% {
|
||
box-shadow: 0 0 0 0 rgba(147, 51, 234, 0.7);
|
||
}
|
||
70% {
|
||
box-shadow: 0 0 0 10px rgba(147, 51, 234, 0);
|
||
}
|
||
100% {
|
||
box-shadow: 0 0 0 0 rgba(147, 51, 234, 0);
|
||
}
|
||
}
|
||
|
||
.hover-scale {
|
||
transition: transform 0.3s ease;
|
||
}
|
||
|
||
.hover-scale:hover {
|
||
transform: scale(1.05);
|
||
}
|
||
|
||
.gradient-text {
|
||
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
|
||
-webkit-background-clip: text;
|
||
-webkit-text-fill-color: transparent;
|
||
background-clip: text;
|
||
}
|
||
|
||
.table-container {
|
||
width: 100%;
|
||
overflow-x: auto;
|
||
-webkit-overflow-scrolling: touch;
|
||
}
|
||
|
||
.custom-scrollbar::-webkit-scrollbar {
|
||
height: 8px;
|
||
width: 8px;
|
||
}
|
||
|
||
.custom-scrollbar::-webkit-scrollbar-track {
|
||
background: #1f2937;
|
||
border-radius: 10px;
|
||
}
|
||
|
||
.custom-scrollbar::-webkit-scrollbar-thumb {
|
||
background: #4b5563;
|
||
border-radius: 10px;
|
||
}
|
||
|
||
.custom-scrollbar::-webkit-scrollbar-thumb:hover {
|
||
background: #6b7280;
|
||
}
|
||
|
||
@media (max-width: 768px) {
|
||
.hero-text {
|
||
font-size: 2rem !important;
|
||
}
|
||
}
|
||
|
||
.card-hover {
|
||
transition: all 0.3s ease;
|
||
}
|
||
|
||
.card-hover:hover {
|
||
transform: translateY(-5px);
|
||
box-shadow: 0 20px 25px -5px rgba(0, 0, 0, 0.3);
|
||
}
|
||
|
||
.price-up {
|
||
animation: priceUp 1s ease-out;
|
||
}
|
||
|
||
@keyframes priceUp {
|
||
from {
|
||
transform: translateY(20px);
|
||
opacity: 0;
|
||
}
|
||
to {
|
||
transform: translateY(0);
|
||
opacity: 1;
|
||
}
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="bg-gray-900 text-white">
|
||
<!-- Hero Section -->
|
||
<div class="gradient-bg min-h-screen flex items-center justify-center relative overflow-hidden">
|
||
<div class="absolute inset-0 bg-black opacity-50"></div>
|
||
<div class="container mx-auto px-6 relative z-10">
|
||
<div class="text-center">
|
||
<h1 class="hero-text text-6xl md:text-8xl font-bold mb-6 text-white animate-pulse">
|
||
羽绒行业
|
||
</h1>
|
||
<p class="text-2xl md:text-3xl mb-8 text-gray-200">供需失衡下的史诗级行情</p>
|
||
<div class="flex justify-center space-x-4 mb-12">
|
||
<div class="glass-effect rounded-lg px-6 py-3">
|
||
<i class="fas fa-chart-line text-yellow-400 mr-2"></i>
|
||
<span class="text-xl font-semibold">价格涨幅 <span class="text-3xl">241%</span></span>
|
||
</div>
|
||
<div class="glass-effect rounded-lg px-6 py-3">
|
||
<i class="fas fa-snowflake text-blue-400 mr-2"></i>
|
||
<span class="text-xl font-semibold">冷冬催化</span>
|
||
</div>
|
||
<div class="glass-effect rounded-lg px-6 py-3">
|
||
<i class="fas fa-industry text-green-400 mr-2"></i>
|
||
<span class="text-xl font-semibold">产业升级</span>
|
||
</div>
|
||
</div>
|
||
<button onclick="scrollToSection('timeline')" class="bg-purple-600 hover:bg-purple-700 px-8 py-4 rounded-full text-xl font-semibold transition-all hover-scale">
|
||
深度解析 <i class="fas fa-arrow-down ml-2"></i>
|
||
</button>
|
||
</div>
|
||
</div>
|
||
<div class="absolute bottom-0 left-0 right-0">
|
||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 1440 320">
|
||
<path fill="#111827" fill-opacity="1" d="M0,96L48,112C96,128,192,160,288,160C384,160,480,128,576,117.3C672,107,768,117,864,138.7C960,160,1056,192,1152,192C1248,192,1344,160,1392,144L1440,128L1440,320L1392,320C1344,320,1248,320,1152,320C1056,320,960,320,864,320C768,320,672,320,576,320C480,320,384,320,288,320C192,320,96,320,48,320L0,320Z"></path>
|
||
</svg>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Timeline Section -->
|
||
<section id="timeline" class="py-20 bg-gray-900">
|
||
<div class="container mx-auto px-6">
|
||
<h2 class="text-4xl md:text-5xl font-bold text-center mb-16 gradient-text">概念事件时间轴</h2>
|
||
<div class="space-y-8">
|
||
<div class="flex items-start space-x-4">
|
||
<div class="flex-shrink-0 w-12 h-12 bg-purple-600 rounded-full flex items-center justify-center timeline-dot">
|
||
<span class="text-sm font-bold">2023</span>
|
||
</div>
|
||
<div class="flex-grow glass-effect rounded-lg p-6 card-hover">
|
||
<h3 class="text-xl font-semibold mb-2">价格基础奠定期</h3>
|
||
<p class="text-gray-300">白鸭绒价格从3,500元/吨涨至5,380元/吨，涨幅超53%。供给端产能去化，需求端冰雪经济推动。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start space-x-4">
|
||
<div class="flex-shrink-0 w-12 h-12 bg-red-600 rounded-full flex items-center justify-center timeline-dot">
|
||
<span class="text-sm font-bold">2024.11</span>
|
||
</div>
|
||
<div class="flex-grow glass-effect rounded-lg p-6 card-hover">
|
||
<h3 class="text-xl font-semibold mb-2">央视曝光造假事件</h3>
|
||
<p class="text-gray-300">央视曝光羽绒造假黑幕，以"飞丝"冒充羽绒，成本差距50%+。行业监管趋严，劣币出清加速。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start space-x-4">
|
||
<div class="flex-shrink-0 w-12 h-12 bg-green-600 rounded-full flex items-center justify-center timeline-dot">
|
||
<span class="text-sm font-bold">2025.05</span>
|
||
</div>
|
||
<div class="flex-grow glass-effect rounded-lg p-6 card-hover">
|
||
<h3 class="text-xl font-semibold mb-2">古麒绒材上市</h3>
|
||
<p class="text-gray-300">羽绒材料龙头古麒绒材登陆A股，上市首日大涨222.85%触发临停，概念情绪达到高点。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start space-x-4">
|
||
<div class="flex-shrink-0 w-12 h-12 bg-yellow-600 rounded-full flex items-center justify-center timeline-dot">
|
||
<span class="text-sm font-bold">2025.10-11</span>
|
||
</div>
|
||
<div class="flex-grow glass-effect rounded-lg p-6 card-hover price-up">
|
||
<h3 class="text-xl font-semibold mb-2">价格暴涨期</h3>
|
||
<p class="text-gray-300">寒潮提前来临，90%白鸭绒价格从17万元/吨飙升至58万元/吨，鹅绒达98万元/吨。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start space-x-4">
|
||
<div class="flex-shrink-0 w-12 h-12 bg-blue-600 rounded-full flex items-center justify-center timeline-dot">
|
||
<span class="text-sm font-bold">2025.11.20</span>
|
||
</div>
|
||
<div class="flex-grow glass-effect rounded-lg p-6 card-hover">
|
||
<h3 class="text-xl font-semibold mb-2">机构密集推荐</h3>
|
||
<p class="text-gray-300">多家机构同步推荐波司登，关注古麒绒材，明确"冷冬逐步确认"交易逻辑。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Core Logic Section -->
|
||
<section class="py-20 bg-gray-800">
|
||
<div class="container mx-auto px-6">
|
||
<h2 class="text-4xl md:text-5xl font-bold text-center mb-16 gradient-text">核心逻辑三维解析</h2>
|
||
<div class="grid md:grid-cols-3 gap-8">
|
||
<div class="glass-effect rounded-xl p-8 card-hover">
|
||
<div class="text-4xl mb-4">📉</div>
|
||
<h3 class="text-2xl font-bold mb-4 text-purple-400">供给侧刚性收缩</h3>
|
||
<ul class="space-y-2 text-gray-300">
|
||
<li>• 养殖产能历史低位（40-42亿羽）</li>
|
||
<li>• 较高峰期减少16.7%</li>
|
||
<li>• 环保政策挤出中小屠宰场</li>
|
||
<li>• 羽毛分流效应（羽毛球原料）</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="glass-effect rounded-xl p-8 card-hover">
|
||
<div class="text-4xl mb-4">📈</div>
|
||
<h3 class="text-2xl font-bold mb-4 text-green-400">需求侧结构性升级</h3>
|
||
<ul class="space-y-2 text-gray-300">
|
||
<li>• 冰雪经济1.5万亿市场空间</li>
|
||
<li>• 新国标实际成本增加15-20%</li>
|
||
<li>• 高充绒量（300克/件）成标配</li>
|
||
<li>• 渗透率仅9%（vs 欧美35%）</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="glass-effect rounded-xl p-8 card-hover">
|
||
<div class="text-4xl mb-4">⚖️</div>
|
||
<h3 class="text-2xl font-bold mb-4 text-blue-400">监管侧劣币出清</h3>
|
||
<ul class="space-y-2 text-gray-300">
|
||
<li>• 央视曝光行业造假乱象</li>
|
||
<li>• 成本铁底420-550元/千克</li>
|
||
<li>• 从"价格战"转向"价值战"</li>
|
||
<li>• 头部企业市占率加速提升</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Industry Chain Section -->
|
||
<section class="py-20 bg-gray-900">
|
||
<div class="container mx-auto px-6">
|
||
<h2 class="text-4xl md:text-5xl font-bold text-center mb-16 gradient-text">产业链图谱</h2>
|
||
<div class="overflow-x-auto custom-scrollbar">
|
||
<div class="flex space-x-6 pb-4" style="min-width: max-content;">
|
||
<!-- 上游 -->
|
||
<div class="bg-gray-800 rounded-lg p-6 min-w-[280px] card-hover">
|
||
<h3 class="text-xl font-bold mb-4 text-purple-400">上游：水禽养殖与屠宰</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-gray-700 rounded p-3">
|
||
<div class="font-semibold">益客食品</div>
|
||
<div class="text-sm text-gray-400">全球第二大肉鸭供应商</div>
|
||
<div class="text-sm text-gray-400">年屠宰3.5亿只</div>
|
||
</div>
|
||
<div class="bg-gray-700 rounded p-3">
|
||
<div class="font-semibold">立华股份</div>
|
||
<div class="text-sm text-gray-400">商品鹅年销210万只</div>
|
||
<div class="text-sm text-gray-400">鹅绒高端原料</div>
|
||
</div>
|
||
<div class="bg-gray-700 rounded p-3">
|
||
<div class="font-semibold">华英农业</div>
|
||
<div class="text-sm text-gray-400">自产约8%原毛</div>
|
||
<div class="text-sm text-gray-400">其余90%外采</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 中游 -->
|
||
<div class="bg-gray-800 rounded-lg p-6 min-w-[280px] card-hover">
|
||
<h3 class="text-xl font-bold mb-4 text-green-400">中游：羽绒加工与水洗</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-gray-700 rounded p-3">
|
||
<div class="font-semibold">古麒绒材</div>
|
||
<div class="text-sm text-gray-400">A股次新龙头</div>
|
||
<div class="text-sm text-gray-400">产能2288吨</div>
|
||
</div>
|
||
<div class="bg-gray-700 rounded p-3">
|
||
<div class="font-semibold">华英农业</div>
|
||
<div class="text-sm text-gray-400">市占率国内15%</div>
|
||
<div class="text-sm text-gray-400">全球接近10%</div>
|
||
</div>
|
||
<div class="bg-gray-700 rounded p-3">
|
||
<div class="font-semibold">柳桥集团</div>
|
||
<div class="text-sm text-gray-400">非上市龙头</div>
|
||
<div class="text-sm text-gray-400">出口占比高</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 下游 -->
|
||
<div class="bg-gray-800 rounded-lg p-6 min-w-[320px] card-hover">
|
||
<h3 class="text-xl font-bold mb-4 text-blue-400">下游：品牌服饰与家纺</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-gray-700 rounded p-3">
|
||
<div class="font-semibold">波司登</div>
|
||
<div class="text-sm text-gray-400">全球羽绒服专家</div>
|
||
<div class="text-sm text-gray-400">品牌定价权最强</div>
|
||
</div>
|
||
<div class="bg-gray-700 rounded p-3">
|
||
<div class="font-semibold">富安娜/罗莱生活</div>
|
||
<div class="text-sm text-gray-400">家纺龙头</div>
|
||
<div class="text-sm text-gray-400">羽绒被渗透率提升</div>
|
||
</div>
|
||
<div class="bg-gray-700 rounded p-3">
|
||
<div class="font-semibold">安踏/李宁</div>
|
||
<div class="text-sm text-gray-400">运动品牌</div>
|
||
<div class="text-sm text-gray-400">冬季羽绒品类增量</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Core Companies Comparison -->
|
||
<section class="py-20 bg-gray-800">
|
||
<div class="container mx-auto px-6">
|
||
<h2 class="text-4xl md:text-5xl font-bold text-center mb-16 gradient-text">核心玩家四维对比</h2>
|
||
<div class="overflow-x-auto custom-scrollbar">
|
||
<table class="w-full bg-gray-900 rounded-lg overflow-hidden">
|
||
<thead>
|
||
<tr class="bg-purple-600">
|
||
<th class="px-6 py-4 text-left">公司</th>
|
||
<th class="px-6 py-4 text-center">业务纯度</th>
|
||
<th class="px-6 py-4 text-center">定价权</th>
|
||
<th class="px-6 py-4 text-center">资金实力</th>
|
||
<th class="px-6 py-4 text-center">风险敞口</th>
|
||
<th class="px-6 py-4 text-center">核心逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-700 hover:bg-gray-800">
|
||
<td class="px-6 py-4 font-semibold">古麒绒材</td>
|
||
<td class="px-6 py-4 text-center">⭐⭐⭐⭐⭐<br><span class="text-sm text-gray-400">99%羽绒业务</span></td>
|
||
<td class="px-6 py-4 text-center">⭐⭐⭐<br><span class="text-sm text-gray-400">技术溢价但账期被动</span></td>
|
||
<td class="px-6 py-4 text-center">⭐⭐⭐<br><span class="text-sm text-gray-400">IPO募资5亿</span></td>
|
||
<td class="px-6 py-4 text-center">⭐⭐⭐⭐⭐<br><span class="text-sm text-gray-400">原材料占比96%+</span></td>
|
||
<td class="px-6 py-4 text-sm">技术龙头+产能扩张<br><span class="text-red-400">需警惕现金流恶化</span></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700 hover:bg-gray-800">
|
||
<td class="px-6 py-4 font-semibold">华英农业</td>
|
||
<td class="px-6 py-4 text-center">⭐⭐⭐⭐<br><span class="text-sm text-gray-400">70%羽绒+30%食品</span></td>
|
||
<td class="px-6 py-4 text-center">⭐⭐<br><span class="text-sm text-gray-400">加工费模式，毛利率7-9%</span></td>
|
||
<td class="px-6 py-4 text-center">⭐⭐<br><span class="text-sm text-gray-400">依赖融资</span></td>
|
||
<td class="px-6 py-4 text-center">⭐⭐⭐⭐<br><span class="text-sm text-gray-400">订单锁定+库存跌价</span></td>
|
||
<td class="px-6 py-4 text-sm">规模优势+出清受益<br><span class="text-yellow-400">但盈利能力脆弱</span></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700 hover:bg-gray-800">
|
||
<td class="px-6 py-4 font-semibold">波司登</td>
|
||
<td class="px-6 py-4 text-center">⭐⭐⭐<br><span class="text-sm text-gray-400">主品牌+多元化</span></td>
|
||
<td class="px-6 py-4 text-center">⭐⭐⭐⭐⭐<br><span class="text-sm text-gray-400">品牌溢价，可提价传导</span></td>
|
||
<td class="px-6 py-4 text-center">⭐⭐⭐⭐<br><span class="text-sm text-gray-400">港股龙头，现金充裕</span></td>
|
||
<td class="px-6 py-4 text-center">⭐⭐<br><span class="text-sm text-gray-400">成本占比<45%</span></td>
|
||
<td class="px-6 py-4 text-sm">品牌护城河最深<br><span class="text-green-400">估值已反映预期</span></td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-800">
|
||
<td class="px-6 py-4 font-semibold">益客食品</td>
|
||
<td class="px-6 py-4 text-center">⭐⭐<br><span class="text-sm text-gray-400">羽绒为辅，食品为主</span></td>
|
||
<td class="px-6 py-4 text-center">⭐<br><span class="text-sm text-gray-400">副产品，无单独定价</span></td>
|
||
<td class="px-6 py-4 text-center">⭐⭐⭐<br><span class="text-sm text-gray-400">肉鸭龙头</span></td>
|
||
<td class="px-6 py-4 text-center">⭐<br><span class="text-sm text-gray-400">成本内部化</span></td>
|
||
<td class="px-6 py-4 text-sm">上游资源隐形标的<br><span class="text-blue-400">业务纯度不足</span></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data Section -->
|
||
<section class="py-20 bg-gray-900">
|
||
<div class="container mx-auto px-6">
|
||
<h2 class="text-4xl md:text-5xl font-bold text-center mb-16 gradient-text">相关股票数据</h2>
|
||
<div class="overflow-x-auto custom-scrollbar">
|
||
<table class="w-full bg-gray-800 rounded-lg overflow-hidden text-sm">
|
||
<thead>
|
||
<tr class="bg-gradient-to-r from-purple-600 to-purple-700">
|
||
<th class="px-4 py-3 text-left">股票名称</th>
|
||
<th class="px-4 py-3 text-left">分类</th>
|
||
<th class="px-4 py-3 text-left">行业</th>
|
||
<th class="px-4 py-3 text-left">项目</th>
|
||
<th class="px-4 py-3 text-left">产业链/地位</th>
|
||
<th class="px-4 py-3 text-left">关键数据</th>
|
||
<th class="px-4 py-3 text-left">投资逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-700 hover:bg-gray-700 transition-colors">
|
||
<td class="px-4 py-3 font-semibold text-purple-400">古麒绒材</td>
|
||
<td class="px-4 py-3">相关业务</td>
|
||
<td class="px-4 py-3">羽绒产品</td>
|
||
<td class="px-4 py-3">高规格羽绒产品研产销</td>
|
||
<td class="px-4 py-3">原材料-研发-生产-销售</td>
|
||
<td class="px-4 py-3">营收占比99.27%，2024年营收9.59亿</td>
|
||
<td class="px-4 py-3">A股唯一纯羽绒材料标的，技术龙头</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700 hover:bg-gray-700 transition-colors">
|
||
<td class="px-4 py-3 font-semibold text-purple-400">华英农业</td>
|
||
<td class="px-4 py-3">相关业务</td>
|
||
<td class="px-4 py-3">羽绒产品</td>
|
||
<td class="px-4 py-3">羽绒加工</td>
|
||
<td class="px-4 py-3">中国羽绒行业出口十强</td>
|
||
<td class="px-4 py-3">营收占比67.22%，2024年营收31.8亿</td>
|
||
<td class="px-4 py-3">规模优势，市占率国内15%，军工订单</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700 hover:bg-gray-700 transition-colors">
|
||
<td class="px-4 py-3 font-semibold text-purple-400">益客食品</td>
|
||
<td class="px-4 py-3">相关业务</td>
|
||
<td class="px-4 py-3">羽绒产品</td>
|
||
<td class="px-4 py-3">原料绒生产</td>
|
||
<td class="px-4 py-3">原料绒-毛梗/毛片副产品</td>
|
||
<td class="px-4 py-3">2024年羽绒营收9.19亿元</td>
|
||
<td class="px-4 py-3">上游资源隐形标的，年屠宰3.5亿只</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700 hover:bg-gray-700 transition-colors">
|
||
<td class="px-4 py-3 font-semibold text-purple-400">立华股份</td>
|
||
<td class="px-4 py-3">相关业务</td>
|
||
<td class="px-4 py-3">养鹅业务</td>
|
||
<td class="px-4 py-3">种鹅繁育/商品鹅养殖</td>
|
||
<td class="px-4 py-3">育种-种鹅繁育-商品鹅养殖及销售</td>
|
||
<td class="px-4 py-3">2024年销售商品鹅209.63万只，同比+21.73%</td>
|
||
<td class="px-4 py-3">鹅绒高端原料，羽毛制作羽毛球</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700 hover:bg-gray-700 transition-colors">
|
||
<td class="px-4 py-3 font-semibold text-purple-400">煌上煌</td>
|
||
<td class="px-4 py-3">相关业务</td>
|
||
<td class="px-4 py-3">羽绒加工</td>
|
||
<td class="px-4 py-3">羽绒加工</td>
|
||
<td class="px-4 py-3">子公司加工</td>
|
||
<td class="px-4 py-3">持股51%子公司丰城煌鹏羽绒</td>
|
||
<td class="px-4 py-3">业务占比较小，弹性有限</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700 hover:bg-gray-700 transition-colors">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">森马服饰</td>
|
||
<td class="px-4 py-3">羽绒服</td>
|
||
<td class="px-4 py-3">羽绒服</td>
|
||
<td class="px-4 py-3">品牌运营</td>
|
||
<td class="px-4 py-3">品牌设计-生产-销售</td>
|
||
<td class="px-4 py-3">古麒绒材大客户（占比约20%）</td>
|
||
<td class="px-4 py-3">下游品牌商，拥有定价权</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700 hover:bg-gray-700 transition-colors">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">海澜之家</td>
|
||
<td class="px-4 py-3">羽绒服</td>
|
||
<td class="px-4 py-3">羽绒服</td>
|
||
<td class="px-4 py-3">品牌运营</td>
|
||
<td class="px-4 py-3">品牌设计-生产-销售</td>
|
||
<td class="px-4 py-3">古麒绒材大客户（占比约20%）</td>
|
||
<td class="px-4 py-3">下游品牌商，拥有定价权</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700 hover:bg-gray-700 transition-colors">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">探路者</td>
|
||
<td class="px-4 py-3">羽绒服</td>
|
||
<td class="px-4 py-3">羽绒服</td>
|
||
<td class="px-4 py-3">户外服装</td>
|
||
<td class="px-4 py-3">户外品牌-羽绒服产品</td>
|
||
<td class="px-4 py-3">专业户外羽绒服市场</td>
|
||
<td class="px-4 py-3">户外领域羽绒服，细分市场龙头</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700 hover:bg-gray-700 transition-colors">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">嘉曼服饰</td>
|
||
<td class="px-4 py-3">羽绒服</td>
|
||
<td class="px-4 py-3">羽绒服</td>
|
||
<td class="px-4 py-3">品牌运营</td>
|
||
<td class="px-4 py-3">品牌设计-生产-销售</td>
|
||
<td class="px-4 py-3">童装羽绒服市场</td>
|
||
<td class="px-4 py-3">儿童羽绒服细分市场</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Investment Advice Section -->
|
||
<section class="py-20 bg-gray-800">
|
||
<div class="container mx-auto px-6">
|
||
<h2 class="text-4xl md:text-5xl font-bold text-center mb-16 gradient-text">投资建议与风险提示</h2>
|
||
<div class="grid md:grid-cols-2 gap-8">
|
||
<div class="glass-effect rounded-xl p-8">
|
||
<h3 class="text-2xl font-bold mb-6 text-green-400">投资优先级</h3>
|
||
<div class="space-y-4">
|
||
<div class="flex items-center space-x-3">
|
||
<span class="text-3xl">🥇</span>
|
||
<div>
|
||
<div class="font-semibold">超配：波司登、益客食品</div>
|
||
<div class="text-sm text-gray-400">品牌护城河+上游资源</div>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-center space-x-3">
|
||
<span class="text-3xl">🥈</span>
|
||
<div>
|
||
<div class="font-semibold">标配：华英农业</div>
|
||
<div class="text-sm text-gray-400">规模优势+军工订单</div>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-center space-x-3">
|
||
<span class="text-3xl">🥉</span>
|
||
<div>
|
||
<div class="font-semibold">低配：古麒绒材、富安娜</div>
|
||
<div class="text-sm text-gray-400">情绪溢价高、逻辑不纯</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-effect rounded-xl p-8">
|
||
<h3 class="text-2xl font-bold mb-6 text-red-400">关键风险</h3>
|
||
<div class="space-y-4">
|
||
<div class="flex items-start space-x-3">
|
||
<i class="fas fa-exclamation-triangle text-yellow-400 mt-1"></i>
|
||
<div>
|
||
<div class="font-semibold">价格数据混乱</div>
|
||
<div class="text-sm text-gray-400">新闻涨幅241% vs 实际涨幅53%</div>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start space-x-3">
|
||
<i class="fas fa-exclamation-triangle text-yellow-400 mt-1"></i>
|
||
<div>
|
||
<div class="font-semibold">中游毛利率压缩</div>
|
||
<div class="text-sm text-gray-400">订单锁定导致毛利率仅7-9%</div>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start space-x-3">
|
||
<i class="fas fa-exclamation-triangle text-yellow-400 mt-1"></i>
|
||
<div>
|
||
<div class="font-semibold">库存周期错配</div>
|
||
<div class="text-sm text-gray-400">囤货压力与资金占用</div>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start space-x-3">
|
||
<i class="fas fa-exclamation-triangle text-yellow-400 mt-1"></i>
|
||
<div>
|
||
<div class="font-semibold">暖冬风险</div>
|
||
<div class="text-sm text-gray-400">2025年Q1业绩证伪概率高</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Footer -->
|
||
<footer class="py-12 bg-gray-900 border-t border-gray-800">
|
||
<div class="container mx-auto px-6 text-center">
|
||
<p class="text-gray-400 mb-4">本报告仅供参考，不构成投资建议</p>
|
||
<p class="text-sm text-gray-500">数据来源：公开新闻、路演记录、研报 | 更新时间：2025年11月</p>
|
||
</div>
|
||
</footer>
|
||
|
||
<script>
|
||
// Smooth scroll function
|
||
function scrollToSection(sectionId) {
|
||
const section = document.getElementById(sectionId);
|
||
section.scrollIntoView({ behavior: 'smooth' });
|
||
}
|
||
|
||
// Add animation on scroll
|
||
const observerOptions = {
|
||
threshold: 0.1,
|
||
rootMargin: '0px 0px -100px 0px'
|
||
};
|
||
|
||
const observer = new IntersectionObserver((entries) => {
|
||
entries.forEach(entry => {
|
||
if (entry.isIntersecting) {
|
||
entry.target.classList.add('price-up');
|
||
}
|
||
});
|
||
}, observerOptions);
|
||
|
||
document.querySelectorAll('.card-hover').forEach(el => {
|
||
observer.observe(el);
|
||
});
|
||
|
||
// Dynamic date update
|
||
const updateDate = () => {
|
||
const now = new Date();
|
||
const options = { year: 'numeric', month: 'long', day: 'numeric' };
|
||
document.getElementById('currentDate').textContent = now.toLocaleDateString('zh-CN', options);
|
||
};
|
||
|
||
// Initialize
|
||
document.addEventListener('DOMContentLoaded', () => {
|
||
updateDate();
|
||
|
||
// Add hover effect to table rows
|
||
const tableRows = document.querySelectorAll('tbody tr');
|
||
tableRows.forEach(row => {
|
||
row.addEventListener('mouseenter', function() {
|
||
this.style.transform = 'scale(1.02)';
|
||
this.style.transition = 'transform 0.2s ease';
|
||
});
|
||
row.addEventListener('mouseleave', function() {
|
||
this.style.transform = 'scale(1)';
|
||
});
|
||
});
|
||
});
|
||
|
||
// Parallax effect for hero section
|
||
window.addEventListener('scroll', () => {
|
||
const scrolled = window.pageYOffset;
|
||
const hero = document.querySelector('.gradient-bg');
|
||
if (hero) {
|
||
hero.style.transform = `translateY(${scrolled * 0.5}px)`;
|
||
}
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|