516 lines
39 KiB
HTML
516 lines
39 KiB
HTML
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<title>美好愿景 - 深度概念研报</title>
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<body class="min-h-screen p-4 sm:p-8">
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<div class="max-w-7xl mx-auto">
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<!-- Header -->
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<header class="text-center mb-8">
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<h1 class="text-5xl font-bold mb-4 bg-clip-text text-transparent bg-gradient-to-r from-purple-400 to-indigo-400">
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美好愿景 (Beautiful Vision)
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</h1>
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<p class="text-lg text-gray-400">深度概念研究报告</p>
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<div class="mt-4 p-2 border border-dashed border-gray-600 rounded-lg inline-block">
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<p class="text-sm text-gray-500">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，投资需谨慎。</p>
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</div>
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</header>
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<!-- Insight Section -->
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<main x-data="{ activeTab: 'insight' }">
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<div role="tablist" class="tabs tabs-bordered tabs-lg justify-center mb-8">
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<a role="tab" class="tab" :class="{ 'tab-active': activeTab === 'insight' }" @click="activeTab = 'insight'">概念洞察 (Insight)</a>
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<a role="tab" class="tab" :class="{ 'tab-active': activeTab === 'evidence' }" @click="activeTab = 'evidence'">核心证据 (Evidence)</a>
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<a role="tab" class="tab" :class="{ 'tab-active': activeTab === 'stocks' }" @click="activeTab = 'stocks'">核心标的 (Stocks)</a>
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</div>
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<!-- Insight Content -->
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<div x-show="activeTab === 'insight'" x-transition>
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<h2 class="section-title">概念洞察</h2>
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<div class="grid grid-cols-1 lg:grid-cols-3 gap-6 content-text">
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<!-- Core Logic -->
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<div class="glass-card p-6 lg:col-span-2">
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<h3 class="subtitle">核心观点与市场认知</h3>
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<p class="mb-4">“美好愿景”概念是一个典型的<span class="highlight">从宏大叙事向微观基本面渗透</span>的复合主题。当前，它正处于宏观政策指引与企业个体执行的分化阶段，其核心驱动力源于全球性的产业升级和科技竞赛。未来潜力在于，能否筛选出真正将“愿景”转化为“订单”和“利润”的实干型企业，而非停留在名称或故事炒作层面。</p>
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<div class="space-y-4">
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<div>
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<h4 class="font-bold text-indigo-300">三大核心驱动力:</h4>
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<ul class="list-disc list-inside ml-4 space-y-2 mt-2">
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<li><strong class="text-purple-300">政策顶层设计 (Policy-Driven):</strong> 从中国的“2035远景目标”到沙特的“2030愿景”，国家意志正强力引导资源流向前沿科技、高端制造和新能源领域，这是概念最坚实的底层支撑。</li>
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<li><strong class="text-purple-300">技术范式革命 (Technology-Driven):</strong> 6G、AI、脑机接口、机器人等颠覆性技术处于爆发前夜，不仅是独立产业，更是赋能各行各业的底层能力。</li>
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<li><strong class="text-purple-300">产业升级与全球供应链重构 (Industry Upgrade):</strong> 传统产业寻求海外新空间，全球供应链本土化趋势为具备全球化能力的企业创造新优势。</li>
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</ul>
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</div>
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<div>
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<h4 class="font-bold text-indigo-300">市场热度与情绪:</h4>
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<p>市场热度高，但情绪呈现<span class="highlight">显著的两极分化</span>。一方面是对宏大叙事和前沿科技的乐观憧憬；另一方面，基于名称的“美好生活”概念股反映了投机情绪，而软银“愿景基金”的巨额亏损则提供了强烈警示，构成了市场的谨慎面。</p>
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</div>
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<div>
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<h4 class="font-bold text-indigo-300">预期差分析:</h4>
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<p>关键预期差在于，市场可能<span class="highlight">高估了概念的普适性，而低估了少数头部公司在细分领域的执行力和技术壁垒</span>。例如，当市场还在谈论脑机接口概念时，美好医疗已披露“已向下游客户批量供样并确认收入”，商业化进程远超市场普遍认知。</p>
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</div>
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</div>
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</div>
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<!-- Catalyst & Path -->
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<div class="glass-card p-6 space-y-6">
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<div>
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<h3 class="subtitle">关键催化剂</h3>
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<ul class="list-disc list-inside ml-4 space-y-2">
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<li><strong class="text-purple-300">美好医疗关键节点:</strong>
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<ul class="list-inside ml-4 text-sm text-gray-300">
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<li>马来西亚三期工厂2025年底投产。</li>
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<li>CGM业务2025Q2起批量出货。</li>
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<li>减肥笔订单2026Q1-Q2开始交付。</li>
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</ul>
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</li>
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<li><strong class="text-purple-300">脑机接口临床进展:</strong> 诚益通、心玮医疗等公司在2026年有重要临床节点，任何超预期数据都可能引爆板块。</li>
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<li><strong class="text-purple-300">政策落地:</strong> 围绕“新质生产力”的具体产业支持政策出台。</li>
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</ul>
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</div>
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<div>
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<h3 class="subtitle">潜在风险与挑战</h3>
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<ul class="list-disc list-inside ml-4 space-y-2">
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<li><strong class="text-red-400">技术风险:</strong> 脑机接口等前沿技术从研发到商业化仍有巨大不确定性。</li>
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<li><strong class="text-red-400">商业化风险:</strong> 新业务前期投入巨大，盈利能力和市场接受度待考。</li>
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<li><strong class="text-red-400">政策与竞争:</strong> 医疗集采政策长期存在，新兴赛道竞争激烈。</li>
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<li><strong class="text-red-400">信息交叉验证:</strong> 软银“愿景基金”的亏损警示，宏大“愿景”不等于商业成功，需警惕宏观利好与微观基本面的脱节。</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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<!-- ECharts for Future Path -->
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<div class="glass-card p-6 mt-6">
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<h3 class="subtitle">未来发展路径演进</h3>
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<div id="timeline-chart" style="width: 100%; height: 400px;"></div>
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</div>
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<!-- Core Players Analysis -->
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<div class="glass-card p-6 mt-6 content-text">
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<h3 class="subtitle">产业链与核心玩家深度剖析</h3>
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<div class="grid md:grid-cols-3 gap-6 mt-4">
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<div class="border border-purple-700/50 p-4 rounded-xl bg-purple-900/20">
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<h4 class="text-xl font-bold text-green-300">美好医疗 (逻辑最纯粹的“实干家”)</h4>
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<p class="text-sm mt-2"><strong class="text-indigo-300">竞争优势:</strong> 深耕医疗器械CDMO，具备底层技术优势，并通过技术平移高效切入脑机接口、机器人等高壁垒新赛道。全球化产能布局构筑商业壁垒。</p>
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<p class="text-sm mt-2"><strong class="text-indigo-300">业务进展:</strong> 愿景最清晰、最量化、最可验证。脑机接口已确认收入，减肥笔已签订单，CGM即将量产。</p>
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<p class="text-sm mt-2"><strong class="text-red-400">潜在风险:</strong> 多线作战考验管理能力，新业务竞争激烈，产能爬坡不及预期。</p>
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</div>
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<div class="border border-purple-700/50 p-4 rounded-xl bg-purple-900/20">
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<h4 class="text-xl font-bold text-yellow-300">荣盛发展 (传统巨头的“转型者”)</h4>
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<p class="text-sm mt-2"><strong class="text-indigo-300">竞争优势:</strong> 绑定“沙特2030愿景”国家级战略，成功牵手沙特阿美，绕开国内产能和出口限制。</p>
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<p class="text-sm mt-2"><strong class="text-indigo-300">业务进展:</strong> 项目处于建设运营阶段，未来看点在于化工装置扩建和新材料布局。</p>
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<p class="text-sm mt-2"><strong class="text-red-400">潜在风险:</strong> 地缘政治风险，国际油价波动，扩建计划不确定性。</p>
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</div>
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<div class="border border-purple-700/50 p-4 rounded-xl bg-purple-900/20">
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<h4 class="text-xl font-bold text-blue-300">幸福蓝海 / 安居宝 (市场情绪的“风向标”)</h4>
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<p class="text-sm mt-2"><strong class="text-indigo-300">关联逻辑:</strong> 主要基于公司名称与“美好生活”主题契合，是市场情绪化、主题化交易的代表。</p>
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<p class="text-sm mt-2"><strong class="text-indigo-300">业务进展:</strong> 缺乏详实的前沿科技布局信息，股价波动更多受外部情绪影响。</p>
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<p class="text-sm mt-2"><strong class="text-red-400">风险:</strong> 上涨逻辑与基本面关联弱，情绪退潮时可能面临较大回调风险。</p>
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</div>
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</div>
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<div class="mt-6">
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<h3 class="subtitle">综合结论与投资启示</h3>
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<p>该概念正处于从<span class="highlight">主题炒作向基本面驱动过渡</span>的关键时期。市场正在进行“去伪存真”的筛选过程。</p>
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<p class="mt-2 font-bold text-lg text-indigo-300">最具投资价值的细分环节：</p>
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<p><span class="highlight">平台型、赋能型的高科技制造环节，尤其是医疗科技领域的CDMO。</span> 原因在于其高确定性（“卖铲人”逻辑）、深厚壁垒（精密制造、认证）和广阔成长空间（技术复用、横向拓展）。</p>
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<p class="mt-2 font-bold text-lg text-indigo-300">需重点跟踪的关键指标：</p>
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<ul class="list-disc list-inside ml-4 space-y-1">
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<li>新业务收入占比能否如期提升。</li>
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<li>海外产能投产后整体毛利率是否修复。</li>
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<li>前沿布局从“送样”到“批量订单”的转化率和收入规模。</li>
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<li>与国际大客户的合作深度及新客户拓展情况。</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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<!-- Evidence Content -->
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<div x-show="activeTab === 'evidence'" x-transition x-data="{ evidenceTab: 'roadshow' }">
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<h2 class="section-title">核心证据梳理</h2>
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<div class="glass-card p-6">
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<div role="tablist" class="tabs tabs-bordered">
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<a role="tab" class="tab" :class="{'tab-active': evidenceTab === 'roadshow'}" @click="evidenceTab = 'roadshow'">路演纪要</a>
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<a role="tab" class="tab" :class="{'tab-active': evidenceTab === 'report'}" @click="evidenceTab = 'report'">研报精粹</a>
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<a role="tab" class="tab" :class="{'tab-active': evidenceTab === 'news'}" @click="evidenceTab = 'news'">新闻摘要</a>
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</div>
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<div class="mt-6 max-h-[80vh] overflow-y-auto pr-4 content-text">
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<!-- Roadshows -->
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<div x-show="evidenceTab === 'roadshow'">
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<div class="collapse collapse-plus bg-base-200/50 mb-4">
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<input type="radio" name="evidence-accordion" checked="checked" />
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<div class="collapse-title text-xl font-medium text-indigo-300">美好医疗 (多场路演核心观点)</div>
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<div class="collapse-content">
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<p><strong class="text-purple-300">战略愿景 (2030年):</strong> 成为全球化医疗科技服务商，第二增长曲线(血糖、IVD等)收入占比提升至30%-40%。</p>
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<p><strong class="text-purple-300">第二增长曲线:</strong> 重点布局血糖管理(减肥笔GLP-1、CGM)、心血管介入、IVD等。2027年前后血糖业务体量与家用呼吸机持平。</p>
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<p><strong class="text-purple-300">前沿科技布局:</strong></p>
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<ul class="list-disc list-inside ml-4">
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<li><strong>脑机接口:</strong> 复用人工耳蜗技术，已向下游客户批量供样并确认收入，收入规模“非可有可无”。</li>
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<li><strong>机器人:</strong> 布局轻量化结构件、微电机、电子皮肤三大方向，已送样或小批量供货。</li>
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</ul>
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<p><strong class="text-purple-300">产能与全球化:</strong> 马来西亚三期工厂2025年底投产，设计产能10-20亿元，优先承接海外订单，提升毛利率。</p>
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<p><strong class="text-purple-300">业绩承诺:</strong> 股权激励目标为营收/利润复合增速20-25%，管理层多次重申“尽全力达成”。</p>
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</div>
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</div>
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<div class="collapse collapse-plus bg-base-200/50 mb-4">
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<input type="radio" name="evidence-accordion" />
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<div class="collapse-title text-xl font-medium text-indigo-300">荣盛发展 (2024-03-12)</div>
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<div class="collapse-content">
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<p><strong class="text-purple-300">核心主题:</strong> 从沙特愿景2030计划看公司长期发展潜力。</p>
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<p><strong class="text-purple-300">战略突破:</strong> 突破国内炼油产能限制，绕过成品油出口配额，直接参与全球贸易。成为沙特阿美合作伙伴，体现技术与运营能力。</p>
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<p><strong class="text-purple-300">未来扩建潜力:</strong> 未来可能主导扩建化工装置（如乙烯裂解），并布局新材料填补国内市场缺口。</p>
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<p><strong class="text-purple-300">长期展望:</strong> 国际化路径打开成长空间，并通过项目输出中国石化标准、技术和设备。</p>
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</div>
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</div>
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<div class="collapse collapse-plus bg-base-200/50 mb-4">
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<input type="radio" name="evidence-accordion" />
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<div class="collapse-title text-xl font-medium text-indigo-300">稳健医疗 (2025-01-17)</div>
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<div class="collapse-content">
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<p><strong class="text-purple-300">百年品牌愿景:</strong> 呵护健康，关爱生命，让世界更美好。</p>
|
||
<p><strong class="text-purple-300">核心价值观:</strong> 医疗领域向生命科学等前沿拓展，承担中国医疗高端材料领头羊责任；全棉时代实现“全棉改变世界”的愿景。</p>
|
||
<p><strong class="text-purple-300">2025年展望:</strong> 强化双品牌竞争力，全球化布局加速，迈向百年稳健目标。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<!-- Reports -->
|
||
<div x-show="evidenceTab === 'report'">
|
||
<ul class="space-y-4">
|
||
<li><strong class="text-indigo-300">中国经济2035年远景目标:</strong> 核心是从追求速度到提升质量，经济增长范式转向由“新质生产力提升+价格水平修复+汇率稳步走强”三者共同驱动，全要素生产率提升成为唯一可靠源泉。</li>
|
||
<li><strong class="text-indigo-300">6G终端技术的美好愿景:</strong> 承载“万物智联”宏伟愿景，深度连接物理、生物和数字世界。具体场景包括全息多感官娱乐、个性化极致柔性购物、数字孪生城市等。</li>
|
||
<li><strong class="text-indigo-300">沙特阿拉伯“2030愿景”:</strong> 旨在推动沙特经济社会全面转型，减少对石油依赖。重点发展新能源、互联网经济、旅游业等，为中国企业提供广阔合作空间。</li>
|
||
<li><strong class="text-indigo-300">社会服务行业愿景:</strong> 在政策支持、消费回暖驱动下，朝着满足人民美好生活向往的方向稳步迈进。</li>
|
||
</ul>
|
||
</div>
|
||
<!-- News -->
|
||
<div x-show="evidenceTab === 'news'">
|
||
<ul class="space-y-4">
|
||
<li><strong class="text-indigo-300">宏观与国际政策:</strong>
|
||
<ul class="list-disc list-inside ml-4 text-sm text-gray-300">
|
||
<li>中方愿将上合组织“五个共同家园”的<span class="highlight">美好愿景</span>转化为现实。</li>
|
||
<li>东盟峰会通过《东盟共同体<span class="highlight">愿景</span>2045》。</li>
|
||
<li>卢旺达推动实现“2050<span class="highlight">愿景</span>”。</li>
|
||
<li>印度支持“2047年全民保险”<span class="highlight">愿景</span>。</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong class="text-indigo-300">科技与产业愿景:</strong>
|
||
<ul class="list-disc list-inside ml-4 text-sm text-gray-300">
|
||
<li>白宫发布人工智能政策<span class="highlight">愿景</span>，确保美国科技主导地位。</li>
|
||
<li>华为发布三年<span class="highlight">愿景</span>，挑战英伟达 AI 霸主地位。</li>
|
||
<li>Sea创始人展望公司AI<span class="highlight">愿景</span>：市值翻10倍至一万亿美元。</li>
|
||
<li>苹果CEO库克宏大<span class="highlight">愿景</span>曝光，专注AR眼镜。</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong class="text-indigo-300">企业发展愿景:</strong>
|
||
<ul class="list-disc list-inside ml-4 text-sm text-gray-300">
|
||
<li>麦当劳中国“更强大、更智慧、更美好”达到10000家餐厅的发展<span class="highlight">愿景</span>不变。</li>
|
||
<li>中国快递业聚焦“物畅其流”的<span class="highlight">美好愿景</span>。</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong class="text-indigo-300">市场情绪与炒作:</strong>
|
||
<ul class="list-disc list-inside ml-4 text-sm text-gray-300">
|
||
<li>出现“美好愿景系列”股票组合，龙头：老百姓，期盼：幸福蓝海、安居宝等。</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong class="text-red-400">风险警示 (软银愿景基金):</strong> 新闻多次报道其裁员、投资收益减少、季度亏损等负面消息，警示“愿景”投资的高风险。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Stocks Content -->
|
||
<div x-show="activeTab === 'stocks'" x-transition>
|
||
<h2 class="section-title">核心标的池</h2>
|
||
|
||
<!-- Rise Analysis Table -->
|
||
<div class="glass-card p-6 mb-8">
|
||
<h3 class="subtitle">事件驱动涨幅分析</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>代码</th>
|
||
<th>交易日期</th>
|
||
<th>涨幅</th>
|
||
<th>核心驱动原因摘要</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<template x-for="item in riseAnalysisData" :key="item.stock_code">
|
||
<tr>
|
||
<td class="font-bold" x-text="item.stock"></td>
|
||
<td>
|
||
<a :href="'https://valuefrontier.cn/company?scode=' + item.stock_code" target="_blank" class="link link-hover text-indigo-400" x-text="item.stock_code"></a>
|
||
</td>
|
||
<td x-text="item.trade_date"></td>
|
||
<td><span class="font-semibold text-green-400" x-text="item.rise_rate + '%'"></span></td>
|
||
<td class="text-sm" x-text="item.reason"></td>
|
||
</tr>
|
||
</template>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Main Stock Table -->
|
||
<div class="glass-card p-6">
|
||
<h3 class="subtitle">“美好愿景”概念关联标的</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑/业务</th>
|
||
<th>分类标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<template x-for="stock in stockData" :key="stock.stock_code || stock.stock">
|
||
<tr>
|
||
<td class="font-bold" x-text="stock.stock"></td>
|
||
<td>
|
||
<template x-if="stock.stock_code">
|
||
<a :href="'https://valuefrontier.cn/company?scode=' + stock.stock_code" target="_blank" class="link link-hover text-indigo-400" x-text="stock.stock_code"></a>
|
||
</template>
|
||
<template x-if="!stock.stock_code">
|
||
<span>-</span>
|
||
</template>
|
||
</td>
|
||
<td class="text-sm" x-text="stock.reason"></td>
|
||
<td><span class="badge badge-outline badge-vision" x-text="stock['其他标签']"></span></td>
|
||
</tr>
|
||
</template>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('alpine:init', () => {
|
||
Alpine.data('stockData', () => ({
|
||
stockData: [
|
||
{ "stock": "老百姓", "reason": "公司共计14969家门店的营销网络，其中直营门店9923家，加盟门店5046家", "其他标签": "医药类", "stock_code": "603883" },
|
||
{ "stock": "漱玉平民", "reason": "山东本地第一大连锁药店", "其他标签": "医药类", "stock_code": "301017" },
|
||
{ "stock": "人民同泰", "reason": "拥有黑龙江省内最大的药品配送服务网络", "其他标签": "医药类", "stock_code": "600829" },
|
||
{ "stock": "华人健康", "reason": "安徽省最大的药店连锁企业", "其他标签": "医药类", "stock_code": "301408" },
|
||
{ "stock": "民生健康", "reason": "国内维生素领域的领军企业，受益于膳食营养补充剂市场的快速发展", "其他标签": "医药类", "stock_code": "301507" },
|
||
{ "stock": "合富中国", "reason": "目前唯一一家两岸双上市的医疗企业", "其他标签": "医药类", "stock_code": "603122" },
|
||
{ "stock": "健民集团", "reason": "拥有的体外培育牛黄技术是公司的独家专利", "其他标签": "医药类", "stock_code": "600976" },
|
||
{ "stock": "安居宝", "reason": "楼宇对讲系统、智能家居、AI应用、零售电商", "其他标签": "地产链", "stock_code": "300155" },
|
||
{ "stock": "好太太", "reason": "行业唯一入选“中国最有价值品牌500强”的晾衣机品牌", "其他标签": "地产链", "stock_code": "603848" },
|
||
{ "stock": "喜临门", "reason": "床垫，全新智慧睡眠生态品牌aise宝褓", "其他标签": "地产链", "stock_code": "603008" },
|
||
{ "stock": "我爱我家", "reason": "涵盖了房产租赁、二手房买卖、新房代理等多个领域", "其他标签": "地产链", "stock_code": "000560" },
|
||
{ "stock": "华夏幸福", "reason": "基本布局重要都市圈，拥有2000亿低息资金", "其他标签": "地产链", "stock_code": "600340" },
|
||
{ "stock": "欢乐家", "reason": "植物蛋白饮料，原料以进口为主，越南建厂提高供应链稳定性", "其他标签": "食品类", "stock_code": "300997" },
|
||
{ "stock": "好想你", "reason": "从事红枣、冻干产品、坚果、果干等健康食品研产销", "其他标签": "食品类", "stock_code": "002582" },
|
||
{ "stock": "好当家", "reason": "中国全产业链有机海参开创者", "其他标签": "食品类", "stock_code": "600467" },
|
||
{ "stock": "万事利", "reason": "中高档次丝绸文化", "其他标签": "服饰", "stock_code": "301066" },
|
||
{ "stock": "万里马", "reason": "专注于箱包生产", "其他标签": "服饰", "stock_code": "300591" },
|
||
{ "stock": "报喜鸟", "reason": "高端男装品牌集团", "其他标签": "服饰" },
|
||
{ "stock": "大众交通", "reason": "无人驾驶出行", "其他标签": "交通物流", "stock_code": "600611" },
|
||
{ "stock": "永泰运", "reason": "拥有全链条跨境化工物流服务能力", "其他标签": "交通物流", "stock_code": "001228" },
|
||
{ "stock": "幸福蓝海", "reason": "构建了完整的产业链，包括创作、制作、推广和放映", "其他标签": "游戏影视", "stock_code": "300528" },
|
||
{ "stock": "完美世界", "reason": "完美世界上半年营收4亿美元，国内排名20", "其他标签": "游戏影视", "stock_code": "002624" },
|
||
{ "stock": "家家悦", "reason": "山东本地第一大零售上市公司", "其他标签": "商超", "stock_code": "603708" },
|
||
{ "stock": "*ST人乐", "reason": "全国零售企业", "其他标签": "商超" },
|
||
{ "stock": "生意宝", "reason": "大宗商品数据", "其他标签": "其他" },
|
||
{ "stock": "好上好", "reason": "电子元器件分销", "其他标签": "其他", "stock_code": "001298" },
|
||
{ "stock": "利民股份", "reason": "农药原药、剂型及附产品的领军企业，杜邦、先正达以及拜耳等国际知名公司的供应商", "其他标签": "其他", "stock_code": "002734" },
|
||
{ "stock": "财富趋势", "reason": "公司产品和服务已覆盖了国内90%以上的证券公司", "其他标签": "其他", "stock_code": "688318" }
|
||
],
|
||
riseAnalysisData: [
|
||
{ "stock": "美好医疗", "stock_code": "301363", "rise_rate": 8.9, "trade_date": "2025-09-16", "reason": "募资用途调整加速国际化布局，与国家扩大医疗开放政策契合，叠加股权激励优化，成为核心驱动。" },
|
||
{ "stock": "宏景科技", "stock_code": "301396", "rise_rate": 5.95, "trade_date": "2025-09-15", "reason": "受益于算力概念股集体走强，叠加自身业绩亮眼及与阿里云合作预期，股价受提振。" },
|
||
{ "stock": "福鞍股份", "stock_code": "603315", "rise_rate": 8.35, "trade_date": "2025-11-05", "reason": "多重热门概念(“福建”、“马字辈”)的“名字玄学”共振，并由“AI+电力”产业链题材联想催化。" },
|
||
{ "stock": "ST景峰", "stock_code": "000908", "rise_rate": 5.01, "trade_date": "2025-10-21", "reason": "法院受理重整，“利空出尽”，且产业巨头“石药集团”确定为投资人，市场重整预期强力兑现。" },
|
||
{ "stock": "新洁能", "stock_code": "605111", "rise_rate": 10.01, "trade_date": "2025-10-15", "reason": "“车规SiC国产化率”政策将公司订单从企业愿景升级为政策刚需，机构资金集中抢筹。" },
|
||
{ "stock": "*ST通脉", "stock_code": "603559", "rise_rate": 5.01, "trade_date": "2025-06-16", "reason": "通信行业政策红利期，叠加公司“摘星”和重组预期升温，成交量显著放大。" },
|
||
{ "stock": "中力股份", "stock_code": "603194", "rise_rate": 6.95, "trade_date": "2025-06-30", "reason": "机构调研报告积极催化，公司向物料移动解决方案提供商的战略转型获市场认可。" },
|
||
{ "stock": "景旺电子", "stock_code": "603228", "rise_rate": 5.06, "trade_date": "2025-07-03", "reason": "PCB行业整体强势，受益于AI算力硬件需求激增及英伟达创新高的带动效应。" },
|
||
{ "stock": "景业智能", "stock_code": "688290", "rise_rate": 8.04, "trade_date": "2025-06-13", "reason": "子公司景嘉航完成天使轮融资，核药与核工业装备业务进展引发市场关注。" },
|
||
{ "stock": "瑞迈特", "stock_code": "301367", "rise_rate": 6.38, "trade_date": "2025-08-08", "reason": "Q2业绩同比增长70%超预期，叠加机构大宗交易买入和医疗器械板块效应。" }
|
||
]
|
||
}));
|
||
});
|
||
|
||
// ECharts Initialization
|
||
var chartDom = document.getElementById('timeline-chart');
|
||
var myChart = echarts.init(chartDom, 'dark');
|
||
var option;
|
||
|
||
option = {
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: {
|
||
type: 'shadow'
|
||
},
|
||
formatter: function (params) {
|
||
let res = params[0].name + '<br/>';
|
||
res += params[0].marker + params[0].seriesName + ': ' + params[0].value[2] + '<br/>';
|
||
return res;
|
||
},
|
||
backgroundColor: 'rgba(20, 20, 40, 0.8)',
|
||
borderColor: 'rgba(255, 255, 255, 0.2)',
|
||
textStyle: {
|
||
color: '#e0e0e0'
|
||
}
|
||
},
|
||
legend: {
|
||
data: ['发展阶段'],
|
||
textStyle: { color: '#e0e0e0' }
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '3%',
|
||
containLabel: true
|
||
},
|
||
xAxis: {
|
||
type: 'time',
|
||
axisLine: { lineStyle: { color: 'rgba(255,255,255,0.3)' } }
|
||
},
|
||
yAxis: {
|
||
data: ['叙事驱动', '验证驱动', '平台驱动'],
|
||
axisLine: { show: false },
|
||
axisTick: { show: false },
|
||
axisLabel: {
|
||
color: '#e0e0e0',
|
||
fontSize: 14
|
||
}
|
||
},
|
||
series: [
|
||
{
|
||
name: '发展阶段',
|
||
type: 'custom',
|
||
renderItem: function (params, api) {
|
||
var categoryIndex = api.value(0);
|
||
var start = api.coord([api.value(1), categoryIndex]);
|
||
var end = api.coord([api.value(2), categoryIndex]);
|
||
var height = api.size([0, 1])[1] * 0.6;
|
||
var rectShape = echarts.graphic.clipRectByRect({
|
||
x: start[0],
|
||
y: start[1] - height / 2,
|
||
width: end[0] - start[0],
|
||
height: height
|
||
}, {
|
||
x: params.coordSys.x,
|
||
y: params.coordSys.y,
|
||
width: params.coordSys.width,
|
||
height: params.coordSys.height
|
||
});
|
||
return rectShape && {
|
||
type: 'rect',
|
||
shape: rectShape,
|
||
style: api.style()
|
||
};
|
||
},
|
||
itemStyle: {
|
||
opacity: 0.8,
|
||
color: new echarts.graphic.LinearGradient(0, 0, 1, 0, [
|
||
{ offset: 0, color: '#83bff6' },
|
||
{ offset: 0.5, color: '#188df0' },
|
||
{ offset: 1, color: '#188df0' }
|
||
])
|
||
},
|
||
encode: {
|
||
x: [1, 2],
|
||
y: 0
|
||
},
|
||
data: [
|
||
{ name: '平台驱动', value: [2, '2027-01-01', '2030-01-01', '平台化转型，由生态价值和持续创新能力决定。心血管、IVD、脑机、机器人等新品类接力增长。'], itemStyle: { color: '#91cc75'} },
|
||
{ name: '验证驱动', value: [1, '2025-01-01', '2027-01-01', '核心项目进入商业化验证期，股价出现显著分化。美好医疗血糖管理业务是关键里程碑。'], itemStyle: { color: '#fac858'} },
|
||
{ name: '叙事驱动', value: [0, '2024-01-01', '2025-01-01', '由国家战略和产业趋势驱动，市场关注概念和布局，股价表现为主题轮动。'], itemStyle: { color: '#ee6666'} },
|
||
]
|
||
}
|
||
]
|
||
};
|
||
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
</script>
|
||
</body>
|
||
</html> |