508 lines
38 KiB
HTML
508 lines
38 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN">
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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>牛肉概念 - 深度行业研究报告</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<link rel="preconnect" href="https://fonts.googleapis.com">
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<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&family=Lexend:wght@300;400;500;600;700&display=swap" rel="stylesheet">
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<style>
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:root {
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--glow-color-1: rgba(192, 38, 211, 0.5); /* fuchsia */
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--glow-color-2: rgba(59, 130, 246, 0.5); /* blue */
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}
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body {
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font-family: 'Lexend', 'Inter', sans-serif;
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background-color: #020010;
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color: #e0e0e0;
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overflow-x: hidden;
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position: relative;
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}
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.turrell-glow {
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position: fixed;
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top: 50%;
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left: 50%;
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width: 1200px;
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height: 1200px;
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background: radial-gradient(circle, var(--glow-color-1), var(--glow-color-2), transparent 60%);
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transform: translate(-50%, -50%);
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filter: blur(150px);
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opacity: 0.25;
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z-index: -1;
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animation: pulse 20s infinite alternate;
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}
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.glass-card {
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background: rgba(15, 12, 41, 0.5);
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backdrop-filter: blur(20px);
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-webkit-backdrop-filter: blur(20px);
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border-radius: 20px;
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border: 1px solid rgba(255, 255, 255, 0.1);
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transition: all 0.3s ease;
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}
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.glass-card:hover {
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border-color: rgba(192, 38, 211, 0.5);
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box-shadow: 0 0 20px rgba(192, 38, 211, 0.2);
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}
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.bento-grid {
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display: grid;
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gap: 1rem;
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grid-template-columns: repeat(auto-fit, minmax(300px, 1fr));
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}
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.fui-header {
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font-size: 1.875rem;
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font-weight: 600;
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letter-spacing: -0.025em;
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text-shadow: 0 0 10px var(--glow-color-1), 0 0 20px var(--glow-color-2);
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}
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.fui-subheader {
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font-size: 1.25rem;
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font-weight: 500;
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color: #a7a2d2;
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border-left: 3px solid var(--glow-color-1);
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padding-left: 1rem;
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}
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.fui-tag {
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background-color: rgba(59, 130, 246, 0.2);
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border: 1px solid rgba(59, 130, 246, 0.5);
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color: #93c5fd;
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padding: 0.25rem 0.75rem;
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border-radius: 9999px;
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font-size: 0.8rem;
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font-weight: 500;
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}
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.echarts-container {
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width: 100%;
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height: 400px;
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}
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@keyframes pulse {
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0% { transform: translate(-50%, -50%) scale(0.8); opacity: 0.2; }
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100% { transform: translate(-50%, -50%) scale(1.2); opacity: 0.3; }
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}
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</style>
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</head>
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<body class="min-h-screen">
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<div class="turrell-glow"></div>
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<div class="container mx-auto px-4 py-8 md:py-16">
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<header class="text-center mb-12">
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<h1 class="text-4xl md:text-6xl font-bold tracking-tighter bg-clip-text text-transparent bg-gradient-to-r from-fuchsia-500 to-blue-500 pb-2">
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牛肉概念
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</h1>
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<p class="text-lg text-slate-400">深度行业研究报告</p>
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<div class="mt-4 text-sm text-slate-500 glass-card inline-block p-2 px-4">
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<p>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</p>
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<p>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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<main class="space-y-12">
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<!-- Section 1: Concept Event & Core View -->
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<section class="space-y-6">
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<h2 class="fui-subheader">核心事件与观点摘要</h2>
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<div class="grid grid-cols-1 lg:grid-cols-3 gap-6">
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<div class="lg:col-span-2 glass-card p-6">
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<h3 class="font-semibold text-lg text-fuchsia-400 mb-2">// 概念事件：冰火两重天的周期反转</h3>
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<p class="text-slate-300 leading-relaxed">
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牛肉概念近期在全球两大市场呈现截然不同的图景。美国市场因牛群规模降至<span class="text-amber-400">75年低点</span>，正经历严重的供给收缩与价格飙升，大型加工商如泰森食品甚至面临亏损。而中国市场则在2023-2024年经历了供给过剩与价格持续下行的深度亏损周期。
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</p>
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<p class="mt-4 text-slate-300 leading-relaxed">
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核心催化剂为2024年12月27日中国商务部对<span class="text-sky-400 font-semibold">进口牛肉启动保障措施立案调查</span>，此举被视为扭转国内供需格局的关键政策信号。随着国内产能（尤其是能繁母牛）深度去化，市场普遍预期一轮由供给端驱动的周期性反转即将到来。
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</p>
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</div>
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<div class="glass-card p-6 flex flex-col justify-center">
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<h3 class="font-semibold text-lg text-sky-400 mb-2">// 核心观点摘要</h3>
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<p class="text-slate-300">
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牛肉概念正处<span class="text-amber-400 font-bold">周期反转起点</span>。核心驱动力源于国内养殖端深度去产能与“进口保障措施调查”的政策托底预期。潜力巨大，但投资逻辑将从“预期博弈”逐步转向“基本面验证”。
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</p>
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</div>
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</div>
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</section>
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<!-- Section 2: Data Visualization -->
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<section class="space-y-6">
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<h2 class="fui-subheader">全球市场数据透视</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="glass-card p-6">
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<div id="price-trend-chart" class="echarts-container"></div>
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</div>
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<div class="glass-card p-6">
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<div id="import-source-chart" class="echarts-container"></div>
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</div>
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</div>
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</section>
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<!-- Section 3: Core Logic & Market Perception -->
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<section class="space-y-6">
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<h2 class="fui-subheader">核心逻辑与市场认知分析</h2>
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<div class="glass-card p-6 space-y-8">
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<div>
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<h3 class="font-semibold text-lg text-fuchsia-400 mb-4">// 双轮驱动：内生出清 & 外生催化</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="p-4 border border-slate-700 rounded-lg">
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<h4 class="font-medium text-sky-400 mb-2">内生逻辑：供给侧的周期性出清</h4>
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<p class="text-sm text-slate-300">肉牛养殖具有<span class="text-amber-400">繁殖周期长（约27-28个月）、补栏慢</span>的特点。2023-2024年的深度亏损（头均亏损超千元）迫使养殖户大量淘汰核心产能——能繁母牛（存栏同比下降8%），导致2024年犊牛产量下降超8%，预示着2025下半年至2027年国内牛肉供给将出现确定性缺口。</p>
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</div>
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<div class="p-4 border border-slate-700 rounded-lg">
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<h4 class="font-medium text-sky-400 mb-2">外生催化：政策驱动的环境改善</h4>
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<p class="text-sm text-slate-300">商务部对进口牛肉的保障措施调查是点燃市场情绪的关键。2023年中国牛肉进口量占国内产量的<span class="text-amber-400">36.4%</span>，市场普遍预期最终将以加征关税或设定配额落地，有效限制低价进口冲击，为国内牛价回升创造空间。近期海关加强抽检已在事实上起到了“准限制”效果。</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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<h3 class="font-semibold text-lg text-fuchsia-400 mb-4">// 市场热度与预期差</h3>
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<div class="bento-grid">
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<div class="p-4 border border-slate-700 rounded-lg">
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<h4 class="font-medium text-sky-400 mb-2">市场热度：高度乐观</h4>
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<p class="text-sm text-slate-300">自2025年Q1起，券商路演和研报密集发声，观点高度一致指向“牛周期反转”和“2025-2027年景气上行”。市场情绪极度乐观，普遍认为当前是布局周期的黄金窗口。</p>
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</div>
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<div class="p-4 border border-slate-700 rounded-lg">
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<h4 class="font-medium text-sky-400 mb-2">预期差 #1：时间差</h4>
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<p class="text-sm text-slate-300">市场预期价格暴涨，但当前仍是“温和复苏”。若价格上涨斜率不及预期，可能导致部分追高资金失去耐心。</p>
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</div>
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<div class="p-4 border border-slate-700 rounded-lg">
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<h4 class="font-medium text-sky-400 mb-2">预期差 #2：政策不确定性</h4>
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<p class="text-sm text-slate-300">市场已将“进口限制”作为基准情景定价。但调查两度延期，最终政策力度若低于预期，将构成风险。</p>
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</div>
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<div class="p-4 border border-slate-700 rounded-lg">
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<h4 class="font-medium text-sky-400 mb-2">预期差 #3：被忽视的需求弹性</h4>
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<p class="text-sm text-slate-300">分析多聚焦供给侧，但美国经验显示高价会促使消费者转向鸡肉。国内牛价大幅上涨后，品类替代效应（转向猪肉、鸡肉）是市场的关键盲点。</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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</section>
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<!-- Section 4: Catalysts & Path -->
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<section class="space-y-6">
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<h2 class="fui-subheader">关键催化剂与未来发展路径</h2>
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<div class="glass-card p-6">
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<div class="grid grid-cols-1 md:grid-cols-5 gap-4">
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<div class="md:col-span-2">
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<h3 class="font-semibold text-lg text-fuchsia-400 mb-4">// 近期催化剂（未来3-6个月）</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 text-sky-400 mr-2 mt-1 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z" /></svg>
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<p><strong class="text-white">进口保障措施最终裁定 (截至2026.1.26):</strong> 短期内最大的决定性事件，任何明确政策都将引爆市场。</p>
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</li>
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<li class="flex items-start">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 text-sky-400 mr-2 mt-1 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z" /></svg>
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<p><strong class="text-white">核心产能数据发布:</strong> 能繁母牛、犊牛存栏数据，若持续去化将强化反转逻辑。</p>
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</li>
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<li class="flex items-start">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 text-sky-400 mr-2 mt-1 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z" /></svg>
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<p><strong class="text-white">犊牛价格持续上涨:</strong> 养殖户补栏意愿的“晴雨表”，是周期启动的强信号。</p>
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</li>
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</ul>
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</div>
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<div class="md:col-span-3">
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<h3 class="font-semibold text-lg text-fuchsia-400 mb-4">// 长期发展路径（周期推演）</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-card !bg-transparent !border-sky-700">去库与筑底期 (2024-25H1)</div>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-sky-500"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.00-5.5z" clip-rule="evenodd" /></svg></div>
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<hr class="bg-sky-500"/>
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</li>
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<li>
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<hr class="bg-sky-500"/>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-fuchsia-500"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.00-5.5z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end timeline-box glass-card !bg-transparent !border-fuchsia-700">价格温和上涨期 (25H2-26H1)</div>
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<hr class="bg-fuchsia-500"/>
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</li>
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<li>
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<hr class="bg-fuchsia-500"/>
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<div class="timeline-start timeline-box glass-card !bg-transparent !border-amber-700">价格加速上涨期 (26H2-27)</div>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-amber-500"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.00-5.5z" clip-rule="evenodd" /></svg></div>
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<hr class="bg-amber-500"/>
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</li>
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<li>
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<hr class="bg-amber-500"/>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-slate-500"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.00-5.5z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end timeline-box glass-card !bg-transparent !border-slate-700">高位震荡与产能恢复期 (2028+)</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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</div>
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</section>
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<!-- Section 5: Industry Chain & Core Companies -->
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<section class="space-y-6">
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<h2 class="fui-subheader">产业链与核心公司深度剖析</h2>
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<div class="glass-card p-6 space-y-8">
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<div>
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<h3 class="font-semibold text-lg text-fuchsia-400 mb-4">// 产业链图谱</h3>
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<div class="flex flex-col md:flex-row items-center justify-around space-y-4 md:space-y-0 md:space-x-4">
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<div class="text-center p-4 glass-card w-full md:w-1/3">
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<h4 class="font-bold text-sky-400">上游：育种与养殖</h4>
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<p class="text-xs text-slate-400 mt-1">良种繁育、母牛养殖、犊牛培育、肉牛育肥</p>
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<div class="mt-2 flex flex-wrap justify-center gap-2">
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<span class="fui-tag">福成股份</span> <span class="fui-tag">天山生物</span> <span class="fui-tag">西部牧业</span>
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</div>
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</div>
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<div class="text-2xl text-slate-600 font-mono hidden md:block">>></div>
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<div class="text-2xl text-slate-600 font-mono md:hidden transform rotate-90">>></div>
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<div class="text-center p-4 glass-card w-full md:w-1/3">
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<h4 class="font-bold text-sky-400">中游：屠宰与加工</h4>
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<p class="text-xs text-slate-400 mt-1">活牛屠宰、初/精深加工、预制菜</p>
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<div class="mt-2 flex flex-wrap justify-center gap-2">
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<span class="fui-tag">光明乳业</span> <span class="fui-tag">得利斯</span> <span class="fui-tag">福成股份</span>
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</div>
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</div>
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<div class="text-2xl text-slate-600 font-mono hidden md:block">>></div>
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<div class="text-2xl text-slate-600 font-mono md:hidden transform rotate-90">>></div>
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<div class="text-center p-4 glass-card w-full md:w-1/3">
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<h4 class="font-bold text-sky-400">下游：贸易与消费</h4>
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<p class="text-xs text-slate-400 mt-1">贸易流通、餐饮、零售</p>
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<div class="mt-2 flex flex-wrap justify-center gap-2">
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<span class="fui-tag">农产品</span> <span class="fui-tag">味知香</span> <span class="fui-tag">锦江在线</span>
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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>
|
||
<h3 class="font-semibold text-lg text-fuchsia-400 mb-4">// 核心玩家对比（Bento Grid）</h3>
|
||
<div class="grid grid-cols-1 lg:grid-cols-3 gap-6">
|
||
<div class="lg:col-span-1 space-y-6">
|
||
<div class="glass-card p-4">
|
||
<h4 class="font-bold text-white">福成股份 (600965)</h4>
|
||
<p class="text-sm text-fuchsia-300 mt-1">国内养殖 | 弹性之王</p>
|
||
<p class="text-xs mt-3 text-slate-300">A股最纯粹的国内肉牛养殖标的，业务贯穿养殖与加工（“福成肥牛”）。盈利与国内活牛价格高度正相关，是本轮周期反转中<span class="text-amber-400">弹性最大</span>的标的之一。</p>
|
||
</div>
|
||
<div class="glass-card p-4">
|
||
<h4 class="font-bold text-white">天山生物 (300313)</h4>
|
||
<p class="text-sm text-fuchsia-300 mt-1">上游育种 | “卖铲人”</p>
|
||
<p class="text-xs mt-3 text-slate-300">专注于产业链最顶端的牛品种改良。行业景气上行时，对优质种源的需求会大增。但需注意公司历史经营问题，<span class="text-red-400">基本面相对较弱</span>，风险较高。</p>
|
||
</div>
|
||
</div>
|
||
<div class="lg:col-span-2 glass-card p-4">
|
||
<h4 class="font-bold text-white">光明乳业 (600597)</h4>
|
||
<p class="text-sm text-fuchsia-300 mt-1">全球资源 | 周期巨擘</p>
|
||
<p class="text-xs mt-3 text-slate-300">通过控股新西兰<span class="text-sky-400">银蕨农场</span>（占新西兰产量30%），掌握全球顶级草饲牛羊肉资源。属于“全球化+周期”双重逻辑，既受益全球牛价上行，又能利用国内渠道。盈利弹性巨大：研报测算牛肉价每涨1万元/吨，银蕨农场净利增厚<span class="text-amber-400">7.4亿元</span>。</p>
|
||
<hr class="my-4 border-slate-700">
|
||
<h4 class="font-medium text-amber-300 text-sm mb-2">交叉验证与警示：泰森食品案例</h4>
|
||
<p class="text-xs text-slate-300">美国牛肉终端价创历史新高，但加工巨头泰森的牛肉业务却巨额亏损。原因是上游活牛（原料）涨价幅度超过终端，<span class="text-red-400">挤压了中游加工利润</span>。这与对光明乳业的乐观预期存在潜在矛盾，需警惕上游成本向上转移的风险。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Section 6: Risks & Conclusion -->
|
||
<section class="space-y-6">
|
||
<h2 class="fui-subheader">潜在风险与综合结论</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="glass-card p-6">
|
||
<h3 class="font-semibold text-lg text-red-400 mb-2">// 潜在风险与挑战</h3>
|
||
<ul class="space-y-3 text-sm">
|
||
<li class="flex items-start">
|
||
<span class="text-red-500 mr-2 mt-1">●</span>
|
||
<div><strong class="text-white">需求替代风险：</strong>若牛价上涨过快，消费者可能大规模转向猪肉、禽肉，限制价格天花板。</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-red-500 mr-2 mt-1">●</span>
|
||
<div><strong class="text-white">成本传导不畅风险：</strong>中游屠宰加工企业可能面临上游涨价、下游不接受的“两头夹击”困境，压缩利润。</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-red-500 mr-2 mt-1">●</span>
|
||
<div><strong class="text-white">进口政策不及预期：</strong>保障措施若雷声大雨点小，将大打折扣国内牛价的回升空间。这是当前最大外部风险。</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-red-500 mr-2 mt-1">●</span>
|
||
<div><strong class="text-white">信息交叉验证风险：</strong>美国“肉贵伤企”的现象，与国内研报看好加工环节的观点存在矛盾，需仔细甄别受益环节。</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
<div class="glass-card p-6">
|
||
<h3 class="font-semibold text-lg text-green-400 mb-2">// 综合结论与投资启示</h3>
|
||
<p class="text-slate-300 mb-4">牛肉概念正处在从<span class="text-sky-400">“预期博弈”向“基本面驱动”</span>过渡的关键时期。周期确定性高，但幅度和节奏存变数。</p>
|
||
<div class="space-y-3 text-sm">
|
||
<p><strong>最具投资价值环节：</strong><br>1. <span class="text-amber-400">上游养殖：</span>确定性最高、价格弹性最大，掌握牛源者拥有最强议价权。<br>2. <span class="text-amber-400">一体化龙头：</span>掌握全球优质资源，可对冲单一市场风险，受益全球价格共振。</p>
|
||
<p><strong>需重点跟踪的关键指标：</strong><br>
|
||
• <span class="text-fuchsia-400">领先指标:</span> 能繁母牛存栏量、犊牛价格。<br>
|
||
• <span class="text-fuchsia-400">同步指标:</span> 活牛出栏价、终端牛肉价。<br>
|
||
• <span class="text-fuchsia-400">政策指标:</span> 进口保障措施公告、月度进口数据。<br>
|
||
• <span class="text-fuchsia-400">替代品指标:</span> 猪肉、鸡肉价格。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Section 7: Stock Table -->
|
||
<section class="space-y-6">
|
||
<h2 class="fui-subheader">相关概念股</h2>
|
||
<div class="overflow-x-auto glass-card p-2">
|
||
<table class="table table-zebra w-full text-sm">
|
||
<thead class="text-slate-300">
|
||
<tr>
|
||
<th class="!bg-transparent">股票名称</th>
|
||
<th class="!bg-transparent">股票代码</th>
|
||
<th class="!bg-transparent">核心逻辑</th>
|
||
<th class="!bg-transparent">标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="text-slate-400">
|
||
|
||
<tr><td class="!bg-transparent">福成股份</td><td class="!bg-transparent"><a href="https://valuefrontier.cn/company?scode=600965" target="_blank" class="text-sky-400 hover:underline">600965</a></td><td class="!bg-transparent">公司拥有三个养牛场，活牛存栏容纳能力达到四万头，2023年上半年活牛存栏3.44万头</td><td class="!bg-transparent"><span class="fui-tag !bg-fuchsia-500/20 !border-fuchsia-500/50 !text-fuchsia-300">养殖</span></td></tr>
|
||
<tr><td class="!bg-transparent">天山生物</td><td class="!bg-transparent"></td><td class="!bg-transparent">公司围绕牛业深耕细作重点开展牛良种繁育、良种母牛引进和推广、肉牛养殖业务</td><td class="!bg-transparent"><span class="fui-tag !bg-fuchsia-500/20 !border-fuchsia-500/50 !text-fuchsia-300">养殖</span></td></tr>
|
||
<tr><td class="!bg-transparent">庄园牧场</td><td class="!bg-transparent"><a href="https://valuefrontier.cn/company?scode=002910" target="_blank" class="text-sky-400 hover:underline">002910</a></td><td class="!bg-transparent">公司引进乳肉兼用牛品种，实现养殖板块多元化发展</td><td class="!bg-transparent"><span class="fui-tag !bg-fuchsia-500/20 !border-fuchsia-500/50 !text-fuchsia-300">养殖</span></td></tr>
|
||
<tr><td class="!bg-transparent">西部牧业</td><td class="!bg-transparent"><a href="https://valuefrontier.cn/company?scode=300106" target="_blank" class="text-sky-400 hover:underline">300106</a></td><td class="!bg-transparent">公司与多所院校共同合作开展了乳肉牛融合发展绿色养殖技术集成与示范；公司建设肉牛专业育肥基地，同时与肉牛养殖专业合作社建立合作关系</td><td class="!bg-transparent"><span class="fui-tag !bg-fuchsia-500/20 !border-fuchsia-500/50 !text-fuchsia-300">养殖</span></td></tr>
|
||
<tr><td class="!bg-transparent">禾丰股份</td><td class="!bg-transparent"><a href="https://valuefrontier.cn/company?scode=603609" target="_blank" class="text-sky-400 hover:underline">603609</a></td><td class="!bg-transparent">公司建有少量肉牛养殖试验场</td><td class="!bg-transparent"><span class="fui-tag !bg-fuchsia-500/20 !border-fuchsia-500/50 !text-fuchsia-300">养殖</span></td></tr>
|
||
<tr><td class="!bg-transparent">天山生物</td><td class="!bg-transparent"></td><td class="!bg-transparent">公司是我国唯一专业从事牛品种改良的上市公司</td><td class="!bg-transparent"><span class="fui-tag !bg-green-500/20 !border-green-500/50 !text-green-300">育种</span></td></tr>
|
||
<tr><td class="!bg-transparent">赛升药业</td><td class="!bg-transparent"><a href="https://valuefrontier.cn/company?scode=300485" target="_blank" class="text-sky-400 hover:underline">300485</a></td><td class="!bg-transparent">子公司安牛生物将建设优质肉牛核心育种场</td><td class="!bg-transparent"><span class="fui-tag !bg-green-500/20 !border-green-500/50 !text-green-300">育种</span></td></tr>
|
||
<tr><td class="!bg-transparent">福成股份</td><td class="!bg-transparent"><a href="https://valuefrontier.cn/company?scode=600965" target="_blank" class="text-sky-400 hover:underline">600965</a></td><td class="!bg-transparent">“福成肥牛”品牌在华北及其他地区具有相当的知名度和美誉度</td><td class="!bg-transparent"><span class="fui-tag !bg-amber-500/20 !border-amber-500/50 !text-amber-300">产品</span></td></tr>
|
||
<tr><td class="!bg-transparent">天山生物</td><td class="!bg-transparent"></td><td class="!bg-transparent">公司将打造自有鲜牛肉品牌，构建国内高品质、安全健康的肉牛供应平台</td><td class="!bg-transparent"><span class="fui-tag !bg-amber-500/20 !border-amber-500/50 !text-amber-300">产品</span></td></tr>
|
||
<tr><td class="!bg-transparent">光明乳业</td><td class="!bg-transparent"><a href="https://valuefrontier.cn/company?scode=600597" target="_blank" class="text-sky-400 hover:underline">600597</a></td><td class="!bg-transparent">子公司新西兰银蕨农场为屠宰加工企业，2023年中国为新西兰银蕨牛肉出口的第二大市场；公司有五香牛肉、文火牛肉等系列产品</td><td class="!bg-transparent"><span class="fui-tag !bg-blue-500/20 !border-blue-500/50 !text-blue-300">加工</span></td></tr>
|
||
<tr><td class="!bg-transparent">得利斯</td><td class="!bg-transparent"><a href="https://valuefrontier.cn/company?scode=002330" target="_blank" class="text-sky-400 hover:underline">002330</a></td><td class="!bg-transparent">公司主要业务之一为牛肉精深加工行业</td><td class="!bg-transparent"><span class="fui-tag !bg-blue-500/20 !border-blue-500/50 !text-blue-300">加工</span></td></tr>
|
||
<tr><td class="!bg-transparent">味知香</td><td class="!bg-transparent"><a href="https://valuefrontier.cn/company?scode=605089" target="_blank" class="text-sky-400 hover:underline">605089</a></td><td class="!bg-transparent">公司牛肉类产品占比较大（预制菜）</td><td class="!bg-transparent"><span class="fui-tag !bg-orange-500/20 !border-orange-500/50 !text-orange-300">预制菜</span></td></tr>
|
||
<tr><td class="!bg-transparent">锦江在线</td><td class="!bg-transparent"><a href="https://valuefrontier.cn/company?scode=600650" target="_blank" class="text-sky-400 hover:underline">600650</a></td><td class="!bg-transparent">锦江御味深耕预制食品、牛肉等中高端特色食品领域</td><td class="!bg-transparent"><span class="fui-tag !bg-orange-500/20 !border-orange-500/50 !text-orange-300">预制菜</span></td></tr>
|
||
<tr><td class="!bg-transparent">农产品</td><td class="!bg-transparent"></td><td class="!bg-transparent">公司引进的南美牛肉等核心品类的规模稳健增长</td><td class="!bg-transparent"><span class="fui-tag !bg-teal-500/20 !border-teal-500/50 !text-teal-300">贸易</span></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
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