703 lines
38 KiB
HTML
703 lines
38 KiB
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<!DOCTYPE html>
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<title>AMC中央汇金概念分析报告</title>
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.table-responsive th, .table-responsive td {
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</style>
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</head>
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<body>
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- 标题部分 -->
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<div class="text-center mb-10">
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<h1 class="text-4xl md:text-5xl font-bold gradient-text mb-4">AMC中央汇金概念分析</h1>
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<p class="text-lg text-gray-600 max-w-3xl mx-auto">国有金融资本管理体制改革下的投资机遇与风险</p>
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<div class="mt-4 flex justify-center items-center space-x-2">
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<span class="px-3 py-1 bg-blue-100 text-blue-800 rounded-full text-sm font-medium">政策驱动</span>
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<span class="px-3 py-1 bg-green-100 text-green-800 rounded-full text-sm font-medium">资源整合</span>
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<span class="px-3 py-1 bg-purple-100 text-purple-800 rounded-full text-sm font-medium">估值修复</span>
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</div>
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</div>
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<!-- 背景与催化事件 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-history text-blue-500 mr-3"></i>
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背景与催化事件
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</h2>
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<div class="mb-6">
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<p class="text-gray-700 mb-4">
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2025年2月14日，财政部宣布将所持<strong>中国信达、东方资产、长城资产</strong>三大AMC股权（合计<strong>58%-73%</strong>）及<strong>中证金融66.7%股权</strong>无偿划转至<strong>中央汇金</strong>，标志着国有金融资本管理体制改革落地。
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</p>
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</div>
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<div class="relative pl-8">
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<div class="timeline-item">
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<div class="timeline-dot"></div>
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<div class="mb-6 relative">
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<h3 class="font-bold text-lg text-gray-800">2023年3月</h3>
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<p class="text-gray-600">机构改革方案提出剥离财政部对AMC的直接持股</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-dot"></div>
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<div class="mb-6 relative">
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<h3 class="font-bold text-lg text-gray-800">2024年11月</h3>
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<p class="text-gray-600">金融监管总局发布《不良资产管理办法》，明确AMC市场化运营路径</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-dot"></div>
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<div class="mb-6 relative">
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<h3 class="font-bold text-lg text-gray-800">2025年2月14日</h3>
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<p class="text-gray-600">三大AMC及中证金融公告股权划转，中央汇金成为控股股东</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-dot"></div>
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<div class="relative">
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<h3 class="font-bold text-lg text-gray-800">2025年4月</h3>
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<p class="text-gray-600">中央汇金表态"类平准基金"角色，增持ETF规模突破<strong>1万亿元</strong></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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<!-- 核心观点摘要 -->
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<div class="card rounded-xl p-6 mb-8 bg-gradient-to-r from-blue-50 to-indigo-50">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-lightbulb text-yellow-500 mr-3"></i>
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核心观点摘要
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-white p-5 rounded-lg shadow-sm">
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<div class="text-blue-500 mb-3">
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<i class="fas fa-chart-line text-2xl"></i>
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</div>
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<h3 class="font-bold text-lg mb-2">当前阶段</h3>
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<p class="text-gray-600">AMC中央汇金概念处于<strong>政策落地+资源整合初期</strong>，股权划转完成标志改革从顶层设计进入实操阶段</p>
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</div>
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<div class="bg-white p-5 rounded-lg shadow-sm">
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<div class="text-green-500 mb-3">
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<i class="fas fa-rocket text-2xl"></i>
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</div>
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<h3 class="font-bold text-lg mb-2">核心驱动力</h3>
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<p class="text-gray-600">政策强制推动的国有金融资本集中管理，叠加AMC逆周期属性（房地产纾困、不良资产处置需求激增）</p>
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</div>
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<div class="bg-white p-5 rounded-lg shadow-sm">
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<div class="text-purple-500 mb-3">
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<i class="fas fa-gem text-2xl"></i>
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</div>
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<h3 class="font-bold text-lg mb-2">未来潜力</h3>
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<p class="text-gray-600">汇金系券商牌照整合及AMC业务协同将释放长期价值，但需验证市场化转型成效</p>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-brain text-indigo-500 mr-3"></i>
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核心逻辑与市场认知分析
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</h2>
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
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<div>
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<h3 class="text-xl font-bold text-gray-800 mb-4">核心驱动力</h3>
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<ul class="space-y-4">
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<li class="flex items-start">
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<span class="flex-shrink-0 h-6 w-6 rounded-full bg-blue-100 flex items-center justify-center mr-3">
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<span class="text-blue-600 font-bold text-sm">1</span>
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</span>
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<div>
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<h4 class="font-semibold text-gray-800">政策强制整合</h4>
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<p class="text-gray-600 text-sm">中央汇金通过股权划转控股三大AMC，直接控制信达证券、东兴证券、长城国瑞证券，形成"AMC+券商"双轮驱动</p>
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</div>
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</li>
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<li class="flex items-start">
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<span class="flex-shrink-0 h-6 w-6 rounded-full bg-blue-100 flex items-center justify-center mr-3">
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<span class="text-blue-600 font-bold text-sm">2</span>
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</span>
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<div>
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<h4 class="font-semibold text-gray-800">逆周期需求</h4>
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<p class="text-gray-600 text-sm">房地产风险暴露推动AMC不良资产处置业务扩容，2024年AMC行业不良资产收购规模同比增30%</p>
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</div>
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</li>
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<li class="flex items-start">
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<span class="flex-shrink-0 h-6 w-6 rounded-full bg-blue-100 flex items-center justify-center mr-3">
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<span class="text-blue-600 font-bold text-sm">3</span>
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</span>
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<div>
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<h4 class="font-semibold text-gray-800">估值修复</h4>
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<p class="text-gray-600 text-sm">AMC港股PB长期低于0.5倍，划转后市场化预期推动估值向中枢（0.8-1.0倍）回归</p>
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</div>
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</li>
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</ul>
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</div>
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<div>
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<h3 class="text-xl font-bold text-gray-800 mb-4">市场热度与情绪</h3>
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<div class="space-y-4">
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<div class="bg-blue-50 p-4 rounded-lg">
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<h4 class="font-semibold text-gray-800 flex items-center">
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<i class="fas fa-fire text-orange-500 mr-2"></i>
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新闻热度
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</h4>
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<p class="text-gray-600 text-sm mt-2">2月14日公告后，"汇金系券商整合"话题登上财经热搜，信达证券2月17日涨停</p>
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</div>
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<div class="bg-green-50 p-4 rounded-lg">
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<h4 class="font-semibold text-gray-800 flex items-center">
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<i class="fas fa-file-alt text-green-500 mr-2"></i>
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研报密集度
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</h4>
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<p class="text-gray-600 text-sm mt-2">2月15-20日，8家券商发布AMC专题报告，一致看好"牌照整合+纾困基金"逻辑</p>
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</div>
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<div class="bg-purple-50 p-4 rounded-lg">
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<h4 class="font-semibold text-gray-800 flex items-center">
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<i class="fas fa-balance-scale text-purple-500 mr-2"></i>
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情绪分歧
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</h4>
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<p class="text-gray-600 text-sm mt-2">乐观派认为"汇金背书+地产政策"将催化行情；谨慎派担忧AMC历史包袱拖累转型</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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<div class="mt-8 p-5 bg-yellow-50 rounded-lg border-l-4 border-yellow-400">
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<h3 class="text-xl font-bold text-gray-800 mb-3">预期差分析</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div>
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<h4 class="font-semibold text-gray-800 flex items-center">
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<i class="fas fa-search text-blue-500 mr-2"></i>
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市场忽略点
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</h4>
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<p class="text-gray-600 text-sm mt-2">中央汇金对AMC的注资能力（2024年发债2070亿元创纪录）未充分定价，可能通过注资补充AMC资本充足率</p>
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</div>
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<div>
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<h4 class="font-semibold text-gray-800 flex items-center">
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<i class="fas fa-exclamation-triangle text-red-500 mr-2"></i>
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证伪风险
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</h4>
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<p class="text-gray-600 text-sm mt-2">信达地产2024年预亏6-7亿，若2025年纾困基金项目落地不及预期，将证伪"业绩拐点"叙事</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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<!-- 关键催化剂与未来发展路径 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-road text-green-500 mr-3"></i>
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关键催化剂与未来发展路径
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</h2>
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
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<div>
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<h3 class="text-xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-clock text-blue-500 mr-2"></i>
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近期催化剂（3-6个月）
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</h3>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="flex-shrink-0 mt-1 mr-3">
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<div class="h-8 w-8 rounded-full bg-blue-100 flex items-center justify-center">
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<i class="fas fa-university text-blue-600"></i>
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</div>
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</div>
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<div>
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<h4 class="font-semibold text-gray-800">券商整合方案</h4>
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<p class="text-gray-600 text-sm">汇金系6家券商的合并预期，关注"一参一控"政策突破</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="flex-shrink-0 mt-1 mr-3">
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<div class="h-8 w-8 rounded-full bg-green-100 flex items-center justify-center">
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<i class="fas fa-hand-holding-usd text-green-600"></i>
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</div>
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</div>
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<div>
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<h4 class="font-semibold text-gray-800">纾困基金落地</h4>
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<p class="text-gray-600 text-sm">信达地产200亿基金首批项目（合肥、芜湖城中村改造）Q2启动，验证AMC"低价收购-高周转"模式</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="flex-shrink-0 mt-1 mr-3">
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<div class="h-8 w-8 rounded-full bg-purple-100 flex items-center justify-center">
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<i class="fas fa-file-contract text-purple-600"></i>
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</div>
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</div>
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<div>
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<h4 class="font-semibold text-gray-800">AMC新政细则</h4>
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<p class="text-gray-600 text-sm">4月金融监管总局《意见》要求AMC"做强不良资产主业"，或放宽收购范围至城投债</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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<div>
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<h3 class="text-xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-rocket-launch text-purple-500 mr-2"></i>
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长期路径（2025-2027）
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</h3>
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<div class="space-y-4">
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<div class="bg-gradient-to-r from-blue-50 to-indigo-50 p-4 rounded-lg">
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<div class="flex justify-between items-center mb-2">
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<h4 class="font-semibold text-gray-800">阶段1（2025）</h4>
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<span class="px-2 py-1 bg-blue-100 text-blue-800 rounded text-xs font-medium">进行中</span>
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</div>
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<p class="text-gray-600 text-sm">AMC剥离非核心资产，ROE回升至5%-8%</p>
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</div>
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<div class="bg-gradient-to-r from-purple-50 to-pink-50 p-4 rounded-lg">
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<div class="flex justify-between items-center mb-2">
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<h4 class="font-semibold text-gray-800">阶段2（2026）</h4>
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<span class="px-2 py-1 bg-purple-100 text-purple-800 rounded text-xs font-medium">规划中</span>
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</div>
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<p class="text-gray-600 text-sm">汇金系券商合并为2-3家头部机构，市占率提升至30%</p>
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</div>
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<div class="bg-gradient-to-r from-green-50 to-teal-50 p-4 rounded-lg">
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<div class="flex justify-between items-center mb-2">
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<h4 class="font-semibold text-gray-800">阶段3（2027）</h4>
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<span class="px-2 py-1 bg-green-100 text-green-800 rounded text-xs font-medium">远景</span>
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</div>
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<p class="text-gray-600 text-sm">AMC转型为"不良资产投行"，参与房企破产重整规模达5000亿元</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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</div>
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<!-- 产业链与核心公司深度剖析 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-project-diagram text-indigo-500 mr-3"></i>
|
||
产业链与核心公司深度剖析
|
||
</h2>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-bold text-gray-800 mb-4">产业链图谱</h3>
|
||
<div class="bg-gray-50 p-6 rounded-lg">
|
||
<div class="flex flex-col md:flex-row justify-between items-center space-y-4 md:space-y-0">
|
||
<div class="text-center">
|
||
<div class="h-16 w-16 rounded-full bg-blue-100 flex items-center justify-center mx-auto mb-3">
|
||
<i class="fas fa-building text-blue-600 text-xl"></i>
|
||
</div>
|
||
<h4 class="font-semibold text-gray-800">上游</h4>
|
||
<p class="text-gray-600 text-sm">不良资产供给方<br>(银行、房企)</p>
|
||
</div>
|
||
|
||
<div class="text-3xl text-gray-400">
|
||
<i class="fas fa-arrow-right"></i>
|
||
</div>
|
||
|
||
<div class="text-center">
|
||
<div class="h-16 w-16 rounded-full bg-green-100 flex items-center justify-center mx-auto mb-3">
|
||
<i class="fas fa-exchange-alt text-green-600 text-xl"></i>
|
||
</div>
|
||
<h4 class="font-semibold text-gray-800">中游</h4>
|
||
<p class="text-gray-600 text-sm">AMC<br>(信达、东方、长城)</p>
|
||
</div>
|
||
|
||
<div class="text-3xl text-gray-400">
|
||
<i class="fas fa-arrow-right"></i>
|
||
</div>
|
||
|
||
<div class="text-center">
|
||
<div class="h-16 w-16 rounded-full bg-purple-100 flex items-center justify-center mx-auto mb-3">
|
||
<i class="fas fa-chart-pie text-purple-600 text-xl"></i>
|
||
</div>
|
||
<h4 class="font-semibold text-gray-800">下游</h4>
|
||
<p class="text-gray-600 text-sm">券商、地产、保险<br>(信达证券、信达地产等)</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-bold text-gray-800 mb-4">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">关联逻辑</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">竞争优势</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">信达地产</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">AMC唯一A股地产平台</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">200亿纾困基金+0.55倍PB修复空间</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">地产销售下滑（2024年-21.5%）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">信达证券</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">控股股东信达资产（汇金）</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">投行+AMC协同，IPO储备丰富</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">佣金率下滑拖累业绩</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">东兴证券</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">东方资产持股45%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">区域投行龙头，福建国资支持</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">股权质押业务风险</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">中金公司</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">汇金系券商龙头</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">国际投行牌照+高净值客户</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">估值已反映整合预期（PB 2.1倍）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-8 p-5 bg-blue-50 rounded-lg">
|
||
<h3 class="text-xl font-bold text-gray-800 mb-3">验证与证伪</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-white p-4 rounded-lg">
|
||
<h4 class="font-semibold text-gray-800 flex items-center">
|
||
<i class="fas fa-check-circle text-green-500 mr-2"></i>
|
||
数据印证
|
||
</h4>
|
||
<p class="text-gray-600 text-sm mt-2">信达地产2024年拿地强度100%+（高于行业50%），验证逆周期扩张逻辑</p>
|
||
</div>
|
||
<div class="bg-white p-4 rounded-lg">
|
||
<h4 class="font-semibold text-gray-800 flex items-center">
|
||
<i class="fas fa-times-circle text-red-500 mr-2"></i>
|
||
矛盾点
|
||
</h4>
|
||
<p class="text-gray-600 text-sm mt-2">华融2024年扭亏依赖一次性投资收益（出售光大银行股权），可持续性存疑</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card rounded-xl p-6 mb-8 bg-gradient-to-r from-red-50 to-orange-50">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-red-500 mr-3"></i>
|
||
潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-white p-5 rounded-lg shadow-sm">
|
||
<div class="text-red-500 mb-3">
|
||
<i class="fas fa-calculator text-2xl"></i>
|
||
</div>
|
||
<h3 class="font-bold text-lg mb-2">技术风险</h3>
|
||
<p class="text-gray-600">AMC不良资产定价模型（DCF法）对房价敏感，若2025年地产销售未企稳（当前百强房企-30%），或导致减值激增</p>
|
||
</div>
|
||
|
||
<div class="bg-white p-5 rounded-lg shadow-sm">
|
||
<div class="text-orange-500 mb-3">
|
||
<i class="fas fa-coins text-2xl"></i>
|
||
</div>
|
||
<h3 class="font-bold text-lg mb-2">商业化风险</h3>
|
||
<p class="text-gray-600">城中村改造项目利润率仅8%-10%（低于传统地产15%），可能拖累AMC ROE</p>
|
||
</div>
|
||
|
||
<div class="bg-white p-5 rounded-lg shadow-sm">
|
||
<div class="text-yellow-500 mb-3">
|
||
<i class="fas fa-ban text-2xl"></i>
|
||
</div>
|
||
<h3 class="font-bold text-lg mb-2">政策风险</h3>
|
||
<p class="text-gray-600">若券商合并方案被监管否决（如"一参一控"限制），将削弱整合预期</p>
|
||
</div>
|
||
|
||
<div class="bg-white p-5 rounded-lg shadow-sm">
|
||
<div class="text-purple-500 mb-3">
|
||
<i class="fas fa-info-circle text-2xl"></i>
|
||
</div>
|
||
<h3 class="font-bold text-lg mb-2">信息矛盾</h3>
|
||
<p class="text-gray-600">路演称"汇金无增持计划"，但新闻显示Q2汇金增持ETF2000亿元，需验证资金是否流向AMC相关资产</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card rounded-xl p-6 mb-8 bg-gradient-to-r from-green-50 to-teal-50">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-flag-checkered text-green-500 mr-3"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<div class="bg-white p-5 rounded-lg shadow-sm mb-6">
|
||
<h3 class="font-bold text-lg mb-3 text-gray-800">阶段判断</h3>
|
||
<p class="text-gray-600">AMC中央汇金概念处于<strong>"政策驱动→基本面验证"过渡期</strong>，短期看券商整合主题，长期看AMC业务转型</p>
|
||
</div>
|
||
|
||
<h3 class="font-bold text-lg mb-4 text-gray-800">投资方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mb-6">
|
||
<div class="bg-white p-5 rounded-lg shadow-sm border-l-4 border-blue-500">
|
||
<h4 class="font-semibold text-gray-800 mb-2">高弹性标的</h4>
|
||
<p class="text-gray-600 text-sm">信达地产（PB 0.55倍+纾困基金催化）</p>
|
||
</div>
|
||
|
||
<div class="bg-white p-5 rounded-lg shadow-sm border-l-4 border-green-500">
|
||
<h4 class="font-semibold text-gray-800 mb-2">牌照整合</h4>
|
||
<p class="text-gray-600 text-sm">信达证券（AMC控股+投行协同）</p>
|
||
</div>
|
||
|
||
<div class="bg-white p-5 rounded-lg shadow-sm border-l-4 border-purple-500">
|
||
<h4 class="font-semibold text-gray-800 mb-2">避险选择</h4>
|
||
<p class="text-gray-600 text-sm">中金公司（汇金系龙头，估值溢价合理）</p>
|
||
</div>
|
||
</div>
|
||
|
||
<h3 class="font-bold text-lg mb-4 text-gray-800">跟踪指标</h3>
|
||
<div class="bg-white p-5 rounded-lg shadow-sm">
|
||
<ul class="space-y-3">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-chart-line text-blue-500 mt-1 mr-3"></i>
|
||
<p class="text-gray-600"><strong>Q2信达地产新获取项目毛利率</strong>（需>12%以覆盖资金成本）</p>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-newspaper text-green-500 mt-1 mr-3"></i>
|
||
<p class="text-gray-600"><strong>汇金系券商合并公告</strong>（关注申万宏源与银河证券潜在整合）</p>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据表格 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-table text-purple-500 mr-3"></i>
|
||
关联股票数据
|
||
</h2>
|
||
|
||
<div class="table-responsive">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票名称</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">分类</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">项目</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">持股比例</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">实控人变更</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200" id="stockTableBody">
|
||
<!-- 股票数据将通过JavaScript动态填充 -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("particles-js", {
|
||
particles: {
|
||
number: {
|
||
value: 30,
|
||
density: {
|
||
enable: true,
|
||
value_area: 800
|
||
}
|
||
},
|
||
color: {
|
||
value: "#3b82f6"
|
||
},
|
||
shape: {
|
||
type: "circle"
|
||
},
|
||
opacity: {
|
||
value: 0.5,
|
||
random: false
|
||
},
|
||
size: {
|
||
value: 3,
|
||
random: true
|
||
},
|
||
line_linked: {
|
||
enable: true,
|
||
distance: 150,
|
||
color: "#3b82f6",
|
||
opacity: 0.4,
|
||
width: 1
|
||
},
|
||
move: {
|
||
enable: true,
|
||
speed: 2,
|
||
direction: "none",
|
||
random: false,
|
||
straight: false,
|
||
out_mode: "out",
|
||
bounce: false
|
||
}
|
||
},
|
||
interactivity: {
|
||
detect_on: "canvas",
|
||
events: {
|
||
onhover: {
|
||
enable: true,
|
||
mode: "grab"
|
||
},
|
||
onclick: {
|
||
enable: true,
|
||
mode: "push"
|
||
},
|
||
resize: true
|
||
},
|
||
modes: {
|
||
grab: {
|
||
distance: 140,
|
||
line_linked: {
|
||
opacity: 1
|
||
}
|
||
},
|
||
push: {
|
||
particles_nb: 4
|
||
}
|
||
}
|
||
},
|
||
retina_detect: true
|
||
});
|
||
|
||
// 股票数据
|
||
const stockData = [{'AMC中央汇金（250215）': [{'stock': '信达证券', '分类': '直接相关', '项目': '控股股东中国信达', '持股比例': '78.67%', '实控人变更': '拟变更为汇金公司', 'reason': '控股股东中国信达，持股78.67%，实控人拟变更为汇金公司'}, {'stock': '信达地产', '分类': '直接相关', '项目': '控股股东信达投资（中国信达100%持股）', '持股比例': '54.45%', '实控人变更': '拟变更为汇金公司', 'reason': '控股股东信达投资（中国信达100%持股），持股54.45%，实控人拟变更为汇金公司'}, {'stock': '东兴证券', '分类': '直接相关', '项目': '控股股东东方资产', '持股比例': '45%', '实控人变更': '拟变更为汇金公司', 'reason': '控股股东东方资产，持股45%，实控人拟变更为汇金公司'}, {'stock': '银宝山新', '分类': '直接相关', '项目': '实控人东方资产', '持股比例': '27.49%', '实控人变更': '拟变更为汇金公司', 'reason': '实控人东方资产，持股27.49%，实控人拟变更为汇金公司'}, {'stock': '*ST景峰', '分类': '直接相关', '项目': '第二大股东长城资产', '持股比例': '12.92%', '权益变动': '财政部划转至汇金公司', 'reason': '第二大股东长城资产，持股12.92%，权益变动由财政部划转至汇金公司'}, {'stock': '中金公司', '分类': '中央汇金相关', '项目': '中央汇金为第一大股东', '持股比例': '40.11%', 'reason': '中央汇金为第一大股东，持股40.11%'}, {'stock': '中国银河', '分类': '中央汇金相关', '项目': '中央汇金为实控人', '持股比例': '32.76%', 'reason': '中央汇金为实控人，持股32.76%'}, {'stock': '申万宏源', '分类': '中央汇金相关', '项目': '中央汇金为实控人', '持股比例': '49.70%', 'reason': '中央汇金为实控人，持股49.70%'}, {'stock': '光大证券', '分类': '中央汇金相关', '项目': '中央汇金持有光大集团63.16%股份', '持股比例': '25.15%', 'reason': '中央汇金持有光大集团63.16%股份，光大集团为公司控股股东，持股25.15%'}, {'stock': '摩恩电气', '分类': '地方AMC', '项目': '摩恩保理和摩安投资从事类金融相关业务', 'reason': '旗下子公司摩恩保理和摩安投资从事类金融相关业务'}, {'stock': '光大嘉宝', '分类': '地方AMC', '项目': '最终控制人中央汇金', '持股比例': '3.11%', '控股股东': '光大集团', '产业链': '光大金瓯资产管理，立足浙江省不良资产业务', 'reason': '最终控制人中央汇金，持股3.11%；控股股东光大集团，下属光大金瓯资产管理，立足于浙江省不良资产业务'}, {'stock': '海德股份', '分类': '地方AMC', '项目': '新疆AMC', '产业链': '唯一AMC上市企业', 'reason': '新疆AMC，唯一AMC上市企业'}, {'stock': '天津普林', '分类': '地方AMC', '项目': '天津AMC', '产业链': '二股东拥有天津唯一金融资产牌照', 'reason': '天津AMC，二股东拥有天津唯一金融资产牌照'}, {'stock': '浙江东方', '分类': '地方AMC', '项目': '浙江AMC', '产业链': '子公司浙商投资唯一浙江持牌', 'reason': '浙江AMC，子公司浙商投资唯一浙江持牌'}, {'stock': '陕国投A', '分类': '地方AMC', '项目': '陕西AMC', '持股比例': '6.65%', 'reason': '陕西AMC，持有陕西金融资产管理6.65%股权'}, {'stock': '中原证券', '分类': '地方AMC', '项目': '河南AMC', '产业链': '共同发起成立河南资产', 'reason': '河南AMC，共同发起成立河南资产'}, {'stock': '蒙草生态', '分类': '地方AMC', '项目': '内蒙AMC', '持股比例': '17%', 'reason': '内蒙AMC，持股内蒙庆源绿色金融资产管理公司17%股份'}, {'stock': '世联行', '分类': '地方AMC', '项目': '湖南AMC', '产业链': '与湖南省财信资产管理有限公司合资合作', 'reason': '与省级地方AMC湖南省财信资产管理有限公司合资合作'}, {'stock': '越秀资本', '分类': '地方AMC', '项目': '广州资产', '产业链': '越秀金控与广东民营投资、恒健投资、粤科金融集团共同发起设立', 'reason': '广州资产系越秀金控与广东民营投资、恒健投资、粤科金融集团共同发起设立'}, {'stock': '中科金财', '分类': '地方AMC', '项目': '大连金融资产', '产业链': '参股大连金融资产交易所有全国24张金融资产交易机构牌照之一', 'reason': '参股大连金融资产交易所有全国24张金融资产交易机构牌照之一'}, {'stock': '泰达股份', '分类': '地方AMC', '项目': '天津金融投资服务集团', '产业链': '持有天津金融投资服务集团股权，为天津市拥有AMC牌照的公司', 'reason': '持有天津金融投资服务集团股权，为天津市拥有AMC牌照的公司'}, {'stock': '亿利达', '分类': '地方AMC', '项目': '浙商资产管理', '产业链': '公司大股东浙商资产管理是全国首批5家、省内第一家拥有批量转让金融不良资产资质', 'reason': '公司大股东浙商资产管理是全国首批5家、省内第一家拥有批量转让金融不良资产资质'}, {'stock': '上海建科', '分类': '地方AMC', '项目': '上海国盛集团', '产业链': '控股股东上海国盛集团主营为工程项目管理、不动产领域相关的不良资产处置及资产管理', 'reason': '控股股东上海国盛集团主营为工程项目管理、不动产领域相关的不良资产处置及资产管理'}, {'stock': '海南高速', '分类': '地方AMC', '项目': '海南联合资产管理', '持股比例': '46.4364%', 'reason': '目前持有海南联合资产管理有限公司46.4364%股权'}, {'stock': '云南城投', '分类': '城投', '项目': '云南国资', '产业链': '云南国资委控股唯一上市城投平台', 'reason': '云南国资委控股唯一上市城投平台'}, {'stock': '津投城开', '分类': '城投', '项目': '天津国资', '产业链': '天津国资委控股，天津唯一上市城投平台', 'reason': '天津国资委控股，天津唯一上市城投平台'}, {'stock': '城投控股', '分类': '城投', '项目': '上海城投集团', '产业链': '上海城投集团控股，上海唯一上市城投平台', 'reason': '上海城投集团控股，上海唯一上市城投平台'}, {'stock': '渝开发', '分类': '城投', '项目': '重庆国资', '产业链': '重庆国资委控股，重庆唯一上市城投平台', 'reason': '重庆国资委控股，重庆唯一上市城投平台'}, {'stock': '合肥城建', '分类': '城投', '项目': '合肥国资', '产业链': '合肥国资委控股，合肥唯一上市城投平台', 'reason': '合肥国资委控股，合肥唯一上市城投平台'}, {'stock': '蒙草生态', '分类': 'PPP相关', '项目': 'PPP项目', '产业链': '参与多个PPP项目', 'reason': '参与多个PPP项目'}, {'stock': '碧水源', '分类': 'PPP相关', '项目': 'PPP项目', '产业链': '参与多个PPP项目', 'reason': '参与多个PPP项目'}, {'stock': '聚光科技', '分类': 'PPP相关', '项目': 'PPP项目', '产业链': '参与多个PPP项目', 'reason': '参与多个PPP项目'}, {'stock': '路德环境', '分类': 'PPP相关', '项目': 'PPP项目', '产业链': '参与多个PPP项目', 'reason': '参与多个PPP项目'}]}];
|
||
|
||
// 填充股票数据表格
|
||
const stockTableBody = document.getElementById('stockTableBody');
|
||
const stocks = stockData[0]['AMC中央汇金（250215）'];
|
||
|
||
stocks.forEach(stock => {
|
||
const row = document.createElement('tr');
|
||
|
||
// 根据分类设置行背景色
|
||
if (stock['分类'] === '直接相关') {
|
||
row.classList.add('bg-blue-50');
|
||
} else if (stock['分类'] === '中央汇金相关') {
|
||
row.classList.add('bg-green-50');
|
||
} else if (stock['分类'] === '地方AMC') {
|
||
row.classList.add('bg-purple-50');
|
||
} else if (stock['分类'] === '城投') {
|
||
row.classList.add('bg-yellow-50');
|
||
} else if (stock['分类'] === 'PPP相关') {
|
||
row.classList.add('bg-pink-50');
|
||
}
|
||
|
||
row.innerHTML = `
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">${stock['stock']}</td>
|
||
<td class="px-4 py-3 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full
|
||
${stock['分类'] === '直接相关' ? 'bg-blue-100 text-blue-800' : ''}
|
||
${stock['分类'] === '中央汇金相关' ? 'bg-green-100 text-green-800' : ''}
|
||
${stock['分类'] === '地方AMC' ? 'bg-purple-100 text-purple-800' : ''}
|
||
${stock['分类'] === '城投' ? 'bg-yellow-100 text-yellow-800' : ''}
|
||
${stock['分类'] === 'PPP相关' ? 'bg-pink-100 text-pink-800' : ''}">
|
||
${stock['分类']}
|
||
</span>
|
||
</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">${stock['项目'] || '-'}</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">${stock['持股比例'] || '-'}</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">${stock['实控人变更'] || stock['权益变动'] || '-'}</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">${stock['reason']}</td>
|
||
`;
|
||
|
||
stockTableBody.appendChild(row);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |