574 lines
34 KiB
HTML
574 lines
34 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>深度投研报告：一号文件农业种业</title>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.tailwindcss.com"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Inter', 'Noto Sans SC', sans-serif;
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background: #000010;
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color: #E0E0E0;
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overflow-x: hidden;
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}
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.glass {
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background: rgba(10, 10, 25, 0.4);
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backdrop-filter: blur(16px) saturate(180%);
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-webkit-backdrop-filter: blur(16px) saturate(180%);
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border: 1px solid rgba(255, 255, 255, 0.1);
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border-radius: 2rem;
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}
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.bento-grid {
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display: grid;
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grid-template-columns: repeat(12, 1fr);
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gap: 1.5rem;
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transition: all 0.3s ease;
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.bento-grid .col-span-12,
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grid-column: span 12;
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.bg-glow {
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position: fixed;
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width: 800px;
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height: 800px;
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border-radius: 9999px;
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filter: blur(150px);
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background-color: #0891b2;
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animation: pulse-glow 20s infinite alternate;
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@keyframes pulse-glow {
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0% { transform: scale(0.8) translate(0, 0); }
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100% { transform: scale(1.2) translate(40px, -40px); }
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h2, h3 {
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background: -webkit-linear-gradient(45deg, #a5b4fc, #38bdf8);
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.collapse-title {
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font-size: 1.125rem;
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padding-top: 1rem;
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padding-bottom: 1rem;
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}
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</style>
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</head>
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<body class="min-h-screen p-4 sm:p-8">
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<div class="bg-glow glow-1"></div>
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<div class="bg-glow glow-2"></div>
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<div class="max-w-7xl mx-auto space-y-8">
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<!-- Header -->
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<header class="text-center py-8">
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<h1 class="text-4xl md:text-6xl font-bold bg-clip-text text-transparent bg-gradient-to-r from-gray-200 via-cyan-300 to-indigo-400 pb-2">
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一号文件农业种业
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</h1>
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<p class="text-lg md:text-xl text-gray-400 mt-2">深度投研报告</p>
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<p class="text-sm text-gray-500 mt-4">北京价值前沿科技有限公司 AI投研agent：“价小前投研” 呈现<br>本报告为AI合成数据，投资需谨慎。</p>
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</header>
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<!-- Core Viewpoint -->
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<section class="glass p-8">
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<h2 class="text-3xl mb-4 text-center">核心投资观点</h2>
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<p class="text-gray-300 text-lg leading-relaxed text-center max-w-4xl mx-auto">
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“一号文件农业种业”概念正处在由顶层战略驱动、政策加速落地、技术商业化开启的关键拐点。核心驱动力源于“粮食安全”这一不可动摇的国家战略，而“生物育종（转基因）产业化”是实现该战略的技术路径和商业落脚点。未来潜力巨大，但短期进程的真实速度与市场的乐观预期之间存在显著差距，行业将经历从普涨的政策主题炒作，向基于品种优势和市场份额的业绩驱动阶段分化。
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</p>
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</section>
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<!-- Bento Grid Layout for Insight -->
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<main class="bento-grid">
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<div class="grid-item col-span-12 lg:col-span-5 glass p-8">
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<h3 class="text-2xl mb-4">概念发展脉络</h3>
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<ul class="timeline timeline-vertical">
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<li>
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<div class="timeline-start timeline-box glass !bg-opacity-70">
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<time class="font-mono italic">2024 Q4</time>
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<div class="text-lg font-black">背景铺垫</div>
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中央农村工作会议定调，市场形成对2025年一号文件的强烈预期。
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</div>
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<hr/>
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</li>
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<li>
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<hr/>
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<div class="timeline-end timeline-box glass !bg-opacity-70">
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<time class="font-mono italic">2025-01-16</time>
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<div class="text-lg font-black">金融支持</div>
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首个“种业振兴贷款”推出，金融政策实质性落地，支持企业上市融资。
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</div>
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<hr/>
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</li>
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<li>
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<hr/>
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<div class="timeline-start timeline-box glass !bg-opacity-70">
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<time class="font-mono italic">2025-02-23</time>
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<div class="text-lg font-black">核心催化</div>
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一号文件发布，首提“农业新质生产力”，明确推进生物育种产业化。
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</div>
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<hr/>
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</li>
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<li>
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<hr/>
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<div class="timeline-end timeline-box glass !bg-opacity-70">
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<time class="font-mono italic">2025-05-22</time>
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<div class="text-lg font-black">产业响应</div>
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首款番茄育种芯片“京番芯1.0”发布，响应种业振兴战略，解决“卡脖子”难题。
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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 class="grid-item col-span-12 lg:col-span-7 glass p-8 space-y-6">
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<h3 class="text-2xl mb-2">核心驱动逻辑与市场认知</h3>
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<div>
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<h4 class="text-xl font-semibold text-cyan-300">国家战略意志</h4>
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<p class="text-gray-300 mt-2">根本逻辑是 <span class="highlight-text">政策驱动下的产业升级与自主可控</span>。种业被提升至国家安全的战略高度，被誉为“农业的芯片”，目标是实现“种源自主可控”。2025年一号文件首提“农业新质生产力”，并将生物育种作为核心，为产业提供了新的政策制高点。</p>
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</div>
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<div>
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<h4 class="text-xl font-semibold text-cyan-300">市场热度与情绪</h4>
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<p class="text-gray-300 mt-2">市场高度关注，普遍乐观。一号文件发布前后，路演密集、研报集中、板块高开，显示热度高涨。市场普遍预期2025年转基因种植面积将迎来 <span class="highlight-text">“爆发式增长”</span>，对政策持续性有强信任。</p>
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</div>
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</div>
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<div class="grid-item col-span-12 glass p-8">
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<h3 class="text-2xl mb-4">预期差分析：宏大叙事 vs 落地节奏</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="p-4 border border-yellow-500/30 rounded-2xl">
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<h4 class="font-bold text-yellow-300 text-lg">推广范围与速度</h4>
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<p class="mt-2"><span class="font-semibold">市场预期:</span> 基本实现全国推广，面积达7000-8000万亩。</p>
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<p class="mt-1 text-gray-400"><span class="font-semibold">实际情况:</span> 北方旱作区重点推广，2025年计划1000万亩，主产区尚未完全获批。市场预期过于激进。</p>
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</div>
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<div class="p-4 border border-rose-500/30 rounded-2xl">
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<h4 class="font-bold text-rose-300 text-lg">政策支持精准度</h4>
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<p class="mt-2"><span class="font-semibold">市场预期:</span> 对整个板块的普惠式利好，扶持“十家左右”企业。</p>
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<p class="mt-1 text-gray-400"><span class="font-semibold">实际情况:</span> 政策导向为“培育一批航母型领军企业”，支持将是集中且有选择的，行业将加速分化。</p>
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</div>
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<div class="p-4 border border-sky-500/30 rounded-2xl">
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<h4 class="font-bold text-sky-300 text-lg">个股逻辑混淆</h4>
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<p class="mt-2"><span class="font-semibold">市场认知模糊:</span> 热情炒作下，可能混淆个股具体逻辑。</p>
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<p class="mt-1 text-gray-400"><span class="font-semibold">实际情况:</span> 需区分常规品种与转基因品种，如丰乐种业的“铁391K”是常规品种，其转基因版本才是受益标的。</p>
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</div>
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</div>
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</div>
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<div class="grid-item col-span-12 lg:col-span-8 glass p-8">
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<h3 class="text-2xl mb-4">产业链深度剖析与核心玩家</h3>
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-6">
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<div>
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<div id="echarts-varieties" style="width: 100%; height: 300px;"></div>
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<div class="mt-4 space-y-2">
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<p><span class="highlight-text">上游 - 生物技术与性状研发:</span> 核心是转基因、基因编辑技术。代表企业: <span class="font-bold">大北农</span> (技术储备雄厚)。</p>
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<p><span class="highlight-text">中游 - 品种选育与种子生产:</span> 产业链核心环节。代表企业: <span class="font-bold">隆平高科、登海种业、丰乐种业</span>。</p>
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<p><span class="highlight-text">下游 - 农业种植与服务:</span> 种子使用者及服务商。代表企业: <span class="font-bold">苏垦农发、北大荒</span>。</p>
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</div>
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</div>
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<div class="overflow-x-auto">
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<table class="table table-sm">
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<thead>
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<tr class="text-base text-gray-300">
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<th>公司</th>
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<th>核心优势</th>
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<th>特点</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td class="font-bold">隆平高科</td>
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<td>品种数量第一</td>
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<td>获批10个转基因品种，豫丰303D市场反响热烈</td>
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</tr>
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<tr>
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<td class="font-bold">大北农</td>
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<td>上游性状研发龙头</td>
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<td>技术壁垒高，通过技术授权盈利</td>
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</tr>
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<tr>
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<td class="font-bold">丰乐种业</td>
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<td>明星单品潜力</td>
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<td>铁391K（转基因版）表现优异，国投系整合平台</td>
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</tr>
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<tr>
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<td class="font-bold">荃银高科</td>
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<td>产业整合预期</td>
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<td>先正达背景，受益于大股东产业整合</td>
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</tr>
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<tr>
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<td class="font-bold">康农种业</td>
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<td>预期差与品种潜力</td>
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<td>北交所标的，"康农玉8009"被看好</td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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</div>
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<div class="grid-item col-span-12 lg:col-span-4 glass p-8">
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<h3 class="text-2xl mb-4">关键催化剂与发展路径</h3>
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<h4 class="font-bold text-cyan-300 text-lg">近期催化剂 (3-6个月)</h4>
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<ul class="list-disc list-inside space-y-2 mt-2 text-gray-300">
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<li><span class="highlight-text">转基因商业化省份扩容:</span> 农业农村部正式批准新主产区。</li>
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<li><span class="highlight-text">“十五五”种业规划发布:</span> 明确投资额度与支持细则。</li>
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<li><span class="highlight-text">龙头企业销售数据披露:</span> 检验商业化成效的试金石。</li>
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</ul>
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<div class="divider"></div>
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<h4 class="font-bold text-cyan-300 text-lg">长期发展路径</h4>
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<ul class="list-disc list-inside space-y-2 mt-2 text-gray-300">
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<li><span class="font-semibold">导入期 (24-25年):</span> 政策驱动，交易预期。</li>
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<li><span class="font-semibold">成长期 (26-28年):</span> 业绩驱动，并购重组，集中度提升。</li>
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<li><span class="font-semibold">成熟期 (28年后):</span> 巨头垄断，核心竞争力转向研发创新和全球布局。</li>
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</ul>
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</div>
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<div class="grid-item col-span-12 glass p-8">
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<h3 class="text-2xl mb-4">潜在风险与挑战</h3>
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<div class="join join-vertical w-full">
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<div class="collapse collapse-arrow join-item border border-base-300">
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<input type="radio" name="risk-accordion" checked="checked" />
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<div class="collapse-title text-xl font-medium text-rose-300">政策风险 (最大风险)</div>
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<div class="collapse-content">
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<p>核心在于“政策执行风险”或“政策落地不及预期”。转基因商业化的推进速度、补贴政策的力度和范围、以及地方政府的执行意愿，都存在不确定性。</p>
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</div>
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</div>
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<div class="collapse collapse-arrow join-item border border-base-300">
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<input type="radio" name="risk-accordion" />
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<div class="collapse-title text-xl font-medium text-amber-300">商业化风险</div>
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<div class="collapse-content">
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<p><strong>推广速度:</strong> 实际推广面积的增长速度可能远低于市场乐观预期。<br>
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<strong>市场接受度:</strong> 农户对转基因种子及25%-35%溢价的承受能力需检验。<br>
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<strong>盈利能力:</strong> 增产增效能否覆盖较高售价，并为产业链带来可观利润增长。</p>
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</div>
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</div>
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<div class="collapse collapse-arrow join-item border border-base-300">
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<input type="radio" name="risk-accordion" />
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<div class="collapse-title text-xl font-medium text-sky-300">技术与竞争风险</div>
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<div class="collapse-content">
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<p><strong>品种迭代:</strong> 技术发展迅速，若不能持续推出新品种可能被淘汰。<br>
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<strong>知识产权保护:</strong> “套牌种子”等侵权风险依然是行业顽疾。<br>
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<strong>行业竞争:</strong> 国内种企数量众多，格局分散，可能发生恶性竞争。</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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</main>
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<!-- Supporting Data -->
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<section x-data="{ tab: 'news' }" class="glass p-8">
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<h2 class="text-3xl mb-6 text-center">多源数据情报中心</h2>
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<div class="tabs tabs-boxed justify-center bg-black/20">
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'news' }" @click="tab = 'news'">新闻数据</a>
|
||
<a class="tab tab-lg" :class="{ 'tab-active': tab === 'roadshow' }" @click="tab = 'roadshow'">路演纪要</a>
|
||
<a class="tab tab-lg" :class="{ 'tab-active': tab === 'report' }" @click="tab = 'report'">研报精粹</a>
|
||
</div>
|
||
|
||
<div class="mt-6 space-y-4">
|
||
<div x-show="tab === 'news'">
|
||
<div class="collapse collapse-plus glass">
|
||
<input type="checkbox" />
|
||
<div class="collapse-title text-xl font-medium">2025年一号文件直接影响与解读</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc pl-5 space-y-2">
|
||
<li><strong>文件核心:</strong> 2月23日发布，首提“<span class="highlight-text">农业新质生产力</span>”，内涵包括“生物育种技术”。</li>
|
||
<li><strong>政策部署:</strong> 农业农村部部署工作，强调“增强农业科技创新体系整体效能”。</li>
|
||
<li><strong>市场反应:</strong> 2月24日农业板块集体高开，神农种业、隆平高科等种业公司上涨。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass">
|
||
<input type="checkbox" />
|
||
<div class="collapse-title text-xl font-medium">种业振兴战略、政策部署与目标</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc pl-5 space-y-2">
|
||
<li><strong>核心目标:</strong> 加快实现“<span class="highlight-text">种业科技自立自强、种源自主可控</span>”。</li>
|
||
<li><strong>行动规划:</strong> 编制“十五五”现代种业提升工程规划，强化企业创新主体地位，高标准建设国家种业基地。</li>
|
||
<li><strong>产业紧迫性:</strong> 育种技术已到4.0阶段，国际巨头抢占制高点，国内创新突破形势紧迫。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div x-show="tab === 'roadshow'">
|
||
<div class="collapse collapse-plus glass">
|
||
<input type="checkbox" />
|
||
<div class="collapse-title text-xl font-medium">一号文件政策预期与解读</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc pl-5 space-y-2">
|
||
<li><strong>核心观点:</strong> 中央一号文件是种业板块的核心催化剂，历年文件均将粮食安全置于核心地位。</li>
|
||
<li><strong>政策演进:</strong> 从2023年“有序扩大试点”到2024年“扩面提速”，市场预期2025年转基因推广省份将扩大。</li>
|
||
<li><strong>市场表现规律:</strong> 近十年数据显示，一号文件发布前板块多数提前上涨，发布后一周内80%年份上涨。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass">
|
||
<input type="checkbox" />
|
||
<div class="collapse-title text-xl font-medium">转基因商业化与行业格局</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc pl-5 space-y-2">
|
||
<li><strong>关键年份:</strong> 2024-2025年被视为转基因产业化关键年，市场预期推广面积将爆发式增长。</li>
|
||
<li><strong>企业地位强化:</strong> 政策支持头部企业做大做强，培育“航母型”龙头，行业集中度有望提升。</li>
|
||
<li><strong>资本整合:</strong> 国企资本（中化系、中信系、国投系）通过并购重组主导行业整合。</li>
|
||
<li><strong>核心风险:</strong> 政策执行风险，即生物育种产业化推进速度低于预期。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div x-show="tab === 'report'">
|
||
<div class="collapse collapse-plus glass">
|
||
<input type="checkbox" />
|
||
<div class="collapse-title text-xl font-medium">2025年一号文件核心要点</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc pl-5 space-y-2">
|
||
<li><strong>核心概念:</strong> 首提“<span class="highlight-text">农业新质生产力</span>”，种业是其关键组成部分。</li>
|
||
<li><strong>种业政策:</strong> 明确要求“继续推进生物育种产业化”，加快攻克突破性品种。</li>
|
||
<li><strong>政策升级:</strong> 从2024年“加快推进种业振兴行动”升级为2025年“深入实施种业振兴方案”。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass">
|
||
<input type="checkbox" />
|
||
<div class="collapse-title text-xl font-medium">投资机会与展望</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc pl-5 space-y-2">
|
||
<li><strong>政策周期:</strong> 种业板块进入年初密集政策期，尤其关注转基因扩面政策。</li>
|
||
<li><strong>产业升级:</strong> “新质生产力”推动种业向高技术、高附加值转型，利好技术壁垒型企业。</li>
|
||
<li><strong>重点关注:</strong> 生物育种技术领先企业（隆平高科、登海种业）和技术储备丰富企业（大北农）。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Table -->
|
||
<section class="glass p-4 sm:p-8">
|
||
<h2 class="text-3xl mb-6 text-center">概念相关标的池</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table-custom">
|
||
<thead>
|
||
<tr class="text-left text-gray-300">
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>其他标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody id="stock-table-body">
|
||
<!-- Stock data will be injected here by JavaScript -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Rise Analysis Section -->
|
||
<section>
|
||
<h2 class="text-3xl mt-12 mb-6 text-center">近期异动个股深度解析</h2>
|
||
<div id="rise-analysis-container" class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
|
||
<!-- Rise analysis cards will be injected here -->
|
||
</div>
|
||
</section>
|
||
|
||
<footer class="text-center py-8">
|
||
<p class="text-sm text-gray-500 mt-4">北京价值前沿科技有限公司 AI投研agent：“价小前投研” 呈现<br>免责声明：本报告由人工智能基于公开数据合成，不构成任何投资建议，投资有风险，入市需谨慎。</p>
|
||
</footer>
|
||
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
// ECharts Initialization
|
||
var chartDom = document.getElementById('echarts-varieties');
|
||
var myChart = echarts.init(chartDom);
|
||
var option = {
|
||
title: {
|
||
text: '核心企业转基因玉米审定品种数量',
|
||
left: 'center',
|
||
textStyle: { color: '#e0e0e0', fontSize: 16 }
|
||
},
|
||
tooltip: { trigger: 'axis', axisPointer: { type: 'shadow' } },
|
||
grid: { left: '3%', right: '4%', bottom: '3%', containLabel: true },
|
||
xAxis: {
|
||
type: 'value',
|
||
boundaryGap: [0, 0.01],
|
||
axisLabel: { color: '#a0a0a0' },
|
||
splitLine: { lineStyle: { color: 'rgba(255,255,255,0.1)' } }
|
||
},
|
||
yAxis: {
|
||
type: 'category',
|
||
data: ['登海种业', '大北农', '隆平高科'],
|
||
axisLabel: { color: '#e0e0e0' }
|
||
},
|
||
series: [{
|
||
name: '审定品种数',
|
||
type: 'bar',
|
||
data: [6, 6, 10],
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(1, 0, 0, 0, [
|
||
{ offset: 0, color: '#0891b2' },
|
||
{ offset: 1, color: '#67e8f9' }
|
||
])
|
||
},
|
||
barWidth: '50%'
|
||
}]
|
||
};
|
||
myChart.setOption(option);
|
||
|
||
window.addEventListener('resize', myChart.resize);
|
||
|
||
// Stock Data Injection
|
||
const stockData = {
|
||
"一号文件农业种业(241216)": {
|
||
"36648CCB-A8EC-45FD-90E5-75208FE8F6C3.jpg": [
|
||
{"stock": "智慧农业","reason": "强势公司","其他标签": "农业叠加国资重组预期, 标红个股","stock_code": "000816"},
|
||
{"stock": "华英农业","reason": "强势公司","其他标签": "全国最大的樱桃谷鸭一体化加工企业, 标红个股","stock_code": "002321"},
|
||
{"stock": "隆平高科","reason": "种业","其他标签": "水稻, 玉米, 转基因","stock_code": "000998"},
|
||
{"stock": "荃银高科","reason": "种业","其他标签": "水稻, 玉米","stock_code": "300087"},
|
||
{"stock": "苏垦农发","reason": "种业","其他标签": "水稻, 农业种植","stock_code": "601952"},
|
||
{"stock": "农发种业","reason": "种业","其他标签": "水稻, 玉米","stock_code": "600313"},
|
||
{"stock": "神农种业","reason": "种业","其他标签": "水稻, 玉米","stock_code": "300189"},
|
||
{"stock": "登海种业","reason": "种业","其他标签": "玉米","stock_code": "002041"},
|
||
{"stock": "万向德农","reason": "种业","其他标签": "玉米","stock_code": "600371"},
|
||
{"stock": "敦煌种业","reason": "种业","其他标签": "玉米","stock_code": "600354"},
|
||
{"stock": "丰乐种业","reason": "种业","其他标签": "玉米","stock_code": ""},
|
||
{"stock": "大北农","reason": "种业","其他标签": "转基因","stock_code": "002385"},
|
||
{"stock": "一拖股份","reason": "农机","stock_code": "601038"},
|
||
{"stock": "北大荒","reason": "农业种植","stock_code": "600598"},
|
||
{"stock": "康农种业","reason": "北交所","stock_code": "920403"},
|
||
{"stock": "秋乐种业","reason": "北交所","stock_code": "920087"}
|
||
]
|
||
}
|
||
};
|
||
|
||
const riseAnalysisData = [
|
||
{"stock":"百洋股份","stock_code":"002696","rise_rate":9.97,"trade_date":"2025-10-14","reason":"核心结论: <br>农业农村部10月14日晨发布《2025年第四批国家级水产种业能力提升项目》，百洋股份全资子公司“百洋种业”独揽4500万元“大口黑鲈联合育种与规模化繁育”订单，政策-资金-产能三重催化，资金午后直线封板。<br><br>驱动概念: <br>水产种业+乡村振兴+一带一路"},
|
||
{"stock":"傲农生物","stock_code":"603363","rise_rate":10.02,"trade_date":"2025-09-15","reason":"核心结论: 资金提前博弈9月16日福建省“现代种业与肉品加工重大项目推进会”——公司作为唯一企业代表有望获得2亿元财政贴息+3万吨预制菜产能指标，基本面由“连续亏损”切换至“政策输血+产能释放”，估值模型瞬间重构。<br><br>驱动概念: 福建财政贴息+预制菜国标+生猪种业"},
|
||
{"stock":"托普云农","stock_code":"301556","rise_rate":5.99,"trade_date":"2025-07-25","reason":"# 托普云农(301556)2025-07-25上涨5.99%原因分析\n\n## 一、直接政策催化因素\n\n### 1. AI应用补贴政策预期（最核心原因）\n市场获悉\"关于AI应用补贴的政策更新\"，托普云农被明确列为\"农业的托普云农\"作为\"场景标的相对少容易聚焦炒这个\"的对象，直接刺激了市场追捧。"},
|
||
{"stock":"农心科技","stock_code":"001231","rise_rate":10.02,"trade_date":"2025-10-24","reason":"核心结论 <br>农业农村部新发《转基因玉米加工许可证》，首次把农心科技子公司纳入“官方转基因玉米深加工白名单”，叠加公司确认NK818已完成生产性试验，资金将其视为“转基因商业化元年”最稀缺的新牌照标的，引爆涨停。<br><br>驱动概念: 转基因+乡村振兴+农药"},
|
||
{"stock":"锐奇股份","stock_code":"300126","rise_rate":20.02,"trade_date":"2025-09-18","reason":"核心结论: 9-17晚间公告“3亿元投建智能农业机器人产业园+30%农机补贴+政府包销5000台”，带来收入/利润翻倍预期，机构早盘抢筹20cm。<br><br>驱动概念: 农业机器人+农机补贴+国家级农高区"},
|
||
{"stock":"农 产 品","stock_code":"000061","rise_rate":10.0,"trade_date":"2025-10-21","reason":"核心结论 <br>10 月 20 日盘后农业农村部等联合发文，将“深圳国际食品谷”唯一运营主体明确授予深农集团，并配套资本金注入、贴息、零租金用地及百亿专项再贷款，资产重估空间瞬间打开。<br><br>驱动概念: 深圳国际食品谷+农产品 REITs+粤港澳"}
|
||
];
|
||
|
||
const tableBody = document.getElementById('stock-table-body');
|
||
const stocks = stockData["一号文件农业种业(241216)"]["36648CCB-A8EC-45FD-90E5-75208FE8F6C3.jpg"];
|
||
|
||
// Simple deduplication based on stock name, merging tags
|
||
const stockMap = new Map();
|
||
stocks.forEach(stock => {
|
||
if (stockMap.has(stock.stock)) {
|
||
const existing = stockMap.get(stock.stock);
|
||
if(stock['其他标签'] && !existing['其他标签'].includes(stock['其他标签'])) {
|
||
existing['其他标签'] += ', ' + stock['其他标签'];
|
||
}
|
||
} else {
|
||
stockMap.set(stock.stock, { ...stock });
|
||
}
|
||
});
|
||
|
||
stockMap.forEach(stock => {
|
||
const row = document.createElement('tr');
|
||
const codeCellContent = stock.stock_code
|
||
? `<a href="https://valuefrontier.cn/company?scode=${stock.stock_code}" target="_blank" class="text-cyan-400 hover:text-cyan-200">${stock.stock_code}</a>`
|
||
: 'N/A';
|
||
|
||
row.innerHTML = `
|
||
<td class="font-bold text-base">${stock.stock}</td>
|
||
<td class="font-mono">${codeCellContent}</td>
|
||
<td>${stock.reason}</td>
|
||
<td class="text-gray-400">${stock['其他标签'] || 'N/A'}</td>
|
||
`;
|
||
tableBody.appendChild(row);
|
||
});
|
||
|
||
// Rise Analysis Cards Injection
|
||
const riseContainer = document.getElementById('rise-analysis-container');
|
||
riseAnalysisData.forEach(item => {
|
||
const card = document.createElement('div');
|
||
card.className = 'glass p-6 flex flex-col justify-between';
|
||
card.innerHTML = `
|
||
<div>
|
||
<div class="flex justify-between items-center mb-2">
|
||
<h4 class="text-xl font-bold">${item.stock} (${item.stock_code})</h4>
|
||
<span class="badge badge-lg ${item.rise_rate > 0 ? 'badge-error' : 'badge-success'} text-white font-bold">${item.rise_rate}%</span>
|
||
</div>
|
||
<p class="text-sm text-gray-400 mb-4">${item.trade_date}</p>
|
||
<div class="text-gray-300">${item.reason.replace(/<br>/g, ' ')}</div>
|
||
</div>
|
||
<div class="mt-4 pt-4 border-t border-white/10">
|
||
<a href="https://valuefrontier.cn/company?scode=${item.stock_code}" target="_blank" class="btn btn-outline btn-info btn-sm w-full">查看详情</a>
|
||
</div>
|
||
`;
|
||
riseContainer.appendChild(card);
|
||
});
|
||
|
||
});
|
||
</script>
|
||
|
||
</body>
|
||
</html> |