504 lines
40 KiB
HTML
504 lines
40 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>西部大开发 - 深度概念分析</title>
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<!-- Tailwind CSS & DaisyUI -->
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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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<!-- Alpine.js -->
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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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<script src="https://kit.fontawesome.com/a076d05399.js" crossorigin="anonymous"></script>
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<style>
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:root {
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--glow-color-1: rgba(0, 191, 255, 0.3); /* DeepSkyBlue */
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body {
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font-family: 'Inter', sans-serif;
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background-color: #0a0a0f;
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color: #e0e0e0;
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font-family: 'Orbitron', sans-serif;
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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: 1.5rem; /* 24px */
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.glass-card:hover {
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transform: translateY(-5px) scale(1.01);
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box-shadow: 0 0 40px rgba(0, 191, 255, 0.15), 0 0 20px rgba(138, 43, 226, 0.1);
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border: 1px solid rgba(255, 255, 255, 0.2);
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display: grid;
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gap: 1.5rem;
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grid-template-columns: repeat(12, 1fr);
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.bento-item {
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transition: all 0.3s ease;
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0% { background-position: 0% 50%; }
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50% { background-position: 100% 50%; }
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100% { background-position: 0% 50%; }
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animation: subtle-pan 25s ease infinite;
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filter: blur(100px);
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animation: move-glow-1 20s infinite alternate;
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background-image: radial-gradient(circle, var(--glow-color-2) 0%, transparent 60%);
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animation: move-glow-2 25s infinite alternate;
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@keyframes move-glow-1 {
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from { transform: translate(0, 0) rotate(0deg); }
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to { transform: translate(100px, 50px) rotate(20deg); }
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}
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@keyframes move-glow-2 {
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from { transform: translate(0, 0) rotate(0deg); }
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to { transform: translate(-80px, -40px) rotate(-15deg); }
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.section-title {
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text-shadow: 0 0 8px rgba(0, 191, 255, 0.5);
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.table thead th {
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background-color: rgba(0, 191, 255, 0.1);
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color: #b0c4de; /* LightSteelBlue */
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</style>
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</head>
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<body class="animated-bg glow-bg min-h-screen">
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<div class="container mx-auto p-4 md:p-8">
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<!-- Header -->
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<header class="text-center mb-12">
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<h1 class="font-orbitron text-4xl md:text-6xl font-bold tracking-widest uppercase section-title">
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西部大开发
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</h1>
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<p class="text-lg text-gray-400 mt-4 max-w-3xl mx-auto">
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北京价值前沿科技有限公司 AI投研agent：“价小前投研” 呈现
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</p>
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<p class="text-sm text-gray-500 mt-2">本报告为AI合成数据，投资需谨慎。</p>
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</header>
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<!-- Main Content Grid -->
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<main class="bento-grid">
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<!-- Core Thesis -->
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<section class="bento-item glass-card p-6 md:p-8 col-span-12 md:col-span-8">
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<h2 class="font-orbitron text-2xl font-bold mb-4 text-cyan-300">核心观点摘要</h2>
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<p class="text-lg text-gray-300 leading-relaxed">
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新一轮“西部大开发”已不是传统“铁公基”的简单复刻，而是<strong class="text-cyan-400">在国家安全与“双循环”战略背景下，一次以“能源安全、资源保障、产业升级”为核心的战略再定位</strong>。其核心驱动力源自顶层政策的强力推动，旨在将西部的资源禀b赋优势转化为经济与安全优势。当前概念正处于<strong class="text-fuchsia-400">从政策预期发酵向量化项目落地过渡的关键阶段</strong>，未来潜力将体现在基建“补短板”与战略性新兴产业“建长板”的双轮驱动上。
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</p>
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</section>
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<!-- Chart -->
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<section class="bento-item glass-card p-6 col-span-12 md:col-span-4">
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<h3 class="font-orbitron text-xl font-bold mb-2 text-cyan-300">概念股行业分布</h3>
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<div id="stock-distribution-chart" style="width: 100%; height: 250px;"></div>
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</section>
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<!-- Timeline / Events -->
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<section class="bento-item glass-card p-6 md:p-8 col-span-12 md:col-span-5">
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<h2 class="font-orbitron text-2xl font-bold mb-6 text-cyan-300">概念催化时间轴</h2>
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<ul class="timeline timeline-vertical">
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<li>
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<div class="timeline-start timeline-box">2020年5月17日</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-cyan-400"><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 0l4.001-5.5z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end timeline-box">发布《关于新时代推进西部大开发形成新格局的指导意见》，标志3.0时代开启。</div>
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<hr class="bg-cyan-400"/>
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</li>
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<li>
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<hr class="bg-cyan-400"/>
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<div class="timeline-start timeline-box">2024年4月23日</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-cyan-400"><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 0l4.001-5.5z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end timeline-box">新时代西部大开发座谈会召开，明确发展特色优势产业。</div>
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<hr class="bg-cyan-400"/>
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</li>
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<li>
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<hr class="bg-cyan-400"/>
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<div class="timeline-start timeline-box">2024年8月23日</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-cyan-400"><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 0l4.001-5.5z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end timeline-box">政治局会议审议新政策措施，将<strong class="text-fuchsia-400">战略安全</strong>提升至空前高度。</div>
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<hr class="bg-cyan-400"/>
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</li>
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<li>
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<hr class="bg-cyan-400"/>
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<div class="timeline-start timeline-box">2024年9-10月</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-cyan-400"><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 0l4.001-5.5z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end timeline-box">部委及地方密集响应，海关出台15条措施，地方版方案进入起草阶段。</div>
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</li>
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</ul>
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</section>
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<!-- Core Logic -->
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<section class="bento-item glass-card p-6 md:p-8 col-span-12 md:col-span-7">
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<h2 class="font-orbitron text-2xl font-bold mb-4 text-cyan-300">核心逻辑与市场认知</h2>
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<div class="space-y-6">
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<div>
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<h3 class="font-bold text-lg text-fuchsia-300">三大核心驱动力：</h3>
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<ul class="list-disc list-inside space-y-2 mt-2 text-gray-300">
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<li><strong class="text-white">国家安全压倒一切：</strong> 在全球地缘政治风险加剧背景下，将能源、战略矿产基地掌握在内陆腹地，是保障国家经济命脉的底线思维。</li>
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<li><strong class="text-white">构建“双循环”新格局：</strong> 利用西部低成本要素（电价、土地、税收）承接东部产业转移，形成新的经济增长极。</li>
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<li><strong class="text-white">高质量发展的必然选择：</strong> 投资从“老基建”向新兴产业（特高压、新能源、数据中心）倾斜，培育自我造血能力。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-bold text-lg text-fuchsia-300">预期差分析：</h3>
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<ul class="list-disc list-inside space-y-2 mt-2 text-gray-300">
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<li><strong class="text-white">“新”与“旧”：</strong> 市场易低估<strong class="text-cyan-400">新型基础设施</strong>（特高压、数据中心）和<strong class="text-cyan-400">战略性产业</strong>（新能源、新材料）的重要性，它们才是“建长板”的核心。</li>
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<li><strong class="text-white">“一体化”与“差异化”：</strong> 各省区定位差异巨大。新疆/西藏重在<strong class="text-cyan-400">国家战略保障</strong>，项目确定性高；川渝定位为<strong class="text-cyan-400">经济增长极</strong>，市场化程度更高。</li>
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<li><strong class="text-white">“宏大叙事”与“微观现实”：</strong> 万亿级投资传导至企业利润存在时滞，需警惕宏观利好与微观业绩的温差（如部分水泥企业上半年业绩承压）。</li>
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</ul>
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</div>
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</div>
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</section>
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<!-- Catalysts & Path -->
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<section class="bento-item glass-card p-6 md:p-8 col-span-12 md:col-span-6">
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<h2 class="font-orbitron text-2xl font-bold mb-4 text-cyan-300">关键催化剂与发展路径</h2>
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<div class="space-y-6">
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<div>
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<h3 class="font-bold text-lg text-fuchsia-300">近期催化剂 (未来3-6个月)</h3>
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<ul class="list-decimal list-inside space-y-1 mt-2 text-gray-300">
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<li>中央层面细化政策《若干政策措施》全文公布。</li>
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<li>西部重点省份实施方案和项目库发布。</li>
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<li>标志性重大工程开工或加速（中吉乌铁路、哈密煤制油、雅鲁藏布江水电等）。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-bold text-lg text-fuchsia-300">长期发展路径</h3>
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<div class="space-y-3 mt-2">
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<p><strong class="text-cyan-400">第一阶段 (当前-2027): </strong>基础设施建设高峰期，以“补短板”为核心。民爆、水泥、工程机械最为受益。</p>
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<p><strong class="text-cyan-400">第二阶段 (2027-2030): </strong>战略产业集群形成期。新疆煤化工、川渝电子信息等集群成型，机会向上游新材料和下游高端制造延伸。</p>
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<p><strong class="text-cyan-400">第三阶段 (2030后): </strong>内外循环联动成熟期。西部成为“一带一路”核心枢纽，物流、跨境贸易、数字经济成新增长点。</p>
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</div>
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</div>
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</div>
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</section>
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<!-- Risks -->
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<section class="bento-item glass-card p-6 md:p-8 col-span-12 md:col-span-6">
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<h2 class="font-orbitron text-2xl font-bold mb-4 text-red-400">潜在风险与挑战</h2>
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<ul class="space-y-3 text-gray-300">
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<li class="flex items-start">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-red-400 mr-3 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" /></svg>
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<div><strong class="text-white">政策与资金风险：</strong>政策落地及资金到位不及预期是最大风险。西部省份财政高度依赖中央转移支付，后续支持力度是关键。</div>
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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-6 w-6 text-red-400 mr-3 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" /></svg>
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<div><strong class="text-white">商业化风险：</strong>煤化工项目经济性受国际油价影响大；“东数西算”面临网络延迟、人才短缺和市场需求不确定性挑战。</div>
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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-6 w-6 text-red-400 mr-3 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" /></svg>
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<div><strong class="text-white">区域性风险：</strong>部分地区存在产业同质化和产能过剩风险（如光伏）；部分省份地方债务压力较大，可能制约配套投资能力。</div>
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</li>
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</ul>
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</section>
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<!-- Industry Chain -->
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<section class="bento-item glass-card p-6 md:p-8 col-span-12">
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<h2 class="font-orbitron text-2xl font-bold mb-4 text-cyan-300">产业链与核心公司深度剖析</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<!-- Upstream -->
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<div class="space-y-4">
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<h3 class="text-xl font-bold text-fuchsia-300 border-b-2 border-fuchsia-500/50 pb-2">上游：基础资源与核心设备</h3>
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<p><strong>基础材料:</strong> 水泥 (西部水泥, 西藏天路), 钢铁 (重庆钢铁), 民爆 (高争民爆, 雪峰科技)。</p>
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<p><strong>工程设备:</strong> 非公路自卸车 (同力股份), 破碎设备 (大宏立), 能源重装 (兰石重装)。</p>
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<p><strong>电力设备:</strong> 变压器 (特变电工), 输变电 (中国西电)。</p>
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</div>
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<!-- Midstream -->
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<div class="space-y-4">
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<h3 class="text-xl font-bold text-fuchsia-300 border-b-2 border-fuchsia-500/50 pb-2">中游：工程建设与能源开发</h3>
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<p><strong>交通基建:</strong> 公路/桥梁 (四川路桥, 北新路桥, 新疆交建), 铁路 (中国铁建)。</p>
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<p><strong>水利水电:</strong> 大坝与枢纽建设 (中国电建, 中国能建)。</p>
|
||
<p><strong>能源化工:</strong> 煤化工工程 (中国化学)。</p>
|
||
</div>
|
||
<!-- Downstream -->
|
||
<div class="space-y-4">
|
||
<h3 class="text-xl font-bold text-fuchsia-300 border-b-2 border-fuchsia-500/50 pb-2">下游及新兴应用：产业承接与新经济</h3>
|
||
<p><strong>“东数西算”:</strong> 数据中心 (优刻得)。</p>
|
||
<p><strong>“西电东送”:</strong> 电力运营 (西昌电力)。</p>
|
||
<p><strong>特色产业:</strong> 旅游 (西藏旅游), 农牧业 (西部牧业), 新材料 (西部材料)。</p>
|
||
<p><strong>物流枢纽:</strong> 港口 (北部湾港), 铁路运输 (西部创业)。</p>
|
||
</div>
|
||
</div>
|
||
<div class="divider before:bg-gray-700 after:bg-gray-700 my-8">核心玩家对比</div>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-4">
|
||
<div class="border border-cyan-500/30 p-4 rounded-xl">
|
||
<h4 class="font-bold text-lg text-cyan-300">四川路桥 (600039)</h4>
|
||
<p class="text-sm text-gray-300">区域基建龙头，逻辑纯粹且空间巨大。直接受益于四川高速公路翻倍规划，增长确定性高。</p>
|
||
</div>
|
||
<div class="border border-cyan-500/30 p-4 rounded-xl">
|
||
<h4 class="font-bold text-lg text-cyan-300">高争民爆 (002827)</h4>
|
||
<p class="text-sm text-gray-300">区域垄断+重大工程驱动，弹性最高。作为西藏民爆绝对龙头，高度绑定雅江水电项目，业绩弹性极高。</p>
|
||
</div>
|
||
<div class="border border-cyan-500/30 p-4 rounded-xl">
|
||
<h4 class="font-bold text-lg text-cyan-300">特变电工 (600089)</h4>
|
||
<p class="text-sm text-gray-300">“新旧动能”结合的综合龙头。业务完美契合“能源安全”和“新能源外送”两大核心，逻辑坚实多元。</p>
|
||
</div>
|
||
<div class="border border-cyan-500/30 p-4 rounded-xl">
|
||
<h4 class="font-bold text-lg text-cyan-300">西部建设 (002302)</h4>
|
||
<p class="text-sm text-gray-300">全国性混凝土龙头，受益广泛。但业绩弹性会被全国其他区域景气度平均，不如区域龙头纯粹。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Supporting Data Section -->
|
||
<section class="bento-item glass-card p-6 md:p-8 col-span-12" x-data="{ tab: 'news' }">
|
||
<h2 class="font-orbitron text-2xl font-bold mb-6 text-cyan-300">底层数据源分析</h2>
|
||
<div class="tabs tabs-boxed bg-black/30">
|
||
<a class="tab" :class="{ 'tab-active bg-cyan-600 text-white': tab === 'news' }" @click.prevent="tab = 'news'">新闻数据</a>
|
||
<a class="tab" :class="{ 'tab-active bg-cyan-600 text-white': tab === 'roadshow' }" @click.prevent="tab = 'roadshow'">路演纪要</a>
|
||
<a class="tab" :class="{ 'tab-active bg-cyan-600 text-white': tab === 'report' }" @click.prevent="tab = 'report'">核心研报</a>
|
||
</div>
|
||
<div class="pt-6 space-y-4 text-gray-300">
|
||
<div x-show="tab === 'news'">
|
||
<h3 class="text-xl font-bold text-fuchsia-300 mb-2">新闻数据核心提炼</h3>
|
||
<ul class="list-disc list-inside space-y-2">
|
||
<li><strong class="text-white">顶层设计：</strong>政治局会议审议《进一步推动西部大开发形成新格局的若干政策措施》，定调“大保护、大开放、高质量发展”，强调“安全”链重要性。</li>
|
||
<li><strong class="text-white">地方响应：</strong>四川、贵州、重庆等省市已开始研究起草具体政策文件，海关总署出台15条措施支持西部开放口岸建设和多式联运。</li>
|
||
<li><strong class="text-white">重点区域：</strong>西藏固投增速全国领先（+24%），聚焦川藏铁路、雅江水电；新疆固投增速高（+5.8%），聚焦“疆煤崛起”与煤化工、新能源、算力产业。</li>
|
||
<li><strong class="text-white">核心产业：</strong>基建（水利水电、能源基建）、民爆（景气上行确定性高）、水泥建材等前置产业率先受益。</li>
|
||
</ul>
|
||
</div>
|
||
<div x-show="tab === 'roadshow'">
|
||
<h3 class="text-xl font-bold text-fuchsia-300 mb-2">路演纪要核心洞察</h3>
|
||
<ul class="list-disc list-inside space-y-2">
|
||
<li><strong class="text-white">投资方向转变：</strong>“老基建”趋于饱和，新增投资集中于新兴产业，如特高压、新能源基地、数据中心。</li>
|
||
<li><strong class="text-white">能源核心矛盾：</strong>西部能源资源丰富但存在“发不出、送不出”的矛盾，核心任务是加强能源开发与外送通道建设（西电东送、西气东输）。</li>
|
||
<li><strong class="text-white">区域分化：</strong>成渝双城经济圈、西安都市圈是核心增长极；西北（煤、油气、风光）和西南（水电、矿产）为资源驱动型地区；贵州、广西等面临债务压力，依赖政策性金融支持。</li>
|
||
<li><strong class="text-white">重大工程：</strong>雅鲁藏布江下游水电、平陆运河、南水北调西线、中吉乌铁路等万亿级工程是未来投资焦点。</li>
|
||
</ul>
|
||
</div>
|
||
<div x-show="tab === 'report'">
|
||
<h3 class="text-xl font-bold text-fuchsia-300 mb-2">核心研报观点</h3>
|
||
<ul class="list-disc list-inside space-y-2">
|
||
<li><strong class="text-white">投资主线：</strong>梳理出<strong class="text-cyan-400">川渝本地股</strong>和<strong class="text-cyan-400">“一带一路”</strong>两条逻辑线索。川渝地区承接东部产业转移，本地能源、交通、制造业受益；新疆、重庆、四川、陕西等打造内陆开放高地，利好基建与物流。</li>
|
||
<li><strong class="text-white">新疆战略地位：</strong>定位为“一带一路”核心区和国家“三基地一通道”（油气、煤电煤化工、新能源、能源陆上大通道），基建（铁路、水利）和能源（煤化工、清洁能源）需求迫切。</li>
|
||
<li><strong class="text-white">北交所机会：</strong>挖掘出北交所中西部特色产业标的，如非公路用车的<strong class="text-cyan-400">同力股份</strong>、金属萃取剂的<strong class="text-cyan-400">康普化学</strong>等。</li>
|
||
<li><strong class="text-white">区域龙头公司：</strong><strong class="text-cyan-400">西部矿业</strong>（发轫青海，布局西部，背靠国资）、<strong class="text-cyan-400">西部水泥</strong>（主布局陕西、新疆、贵州）等公司深度绑定西部开发进程。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Investment Conclusion -->
|
||
<section class="bento-item glass-card p-6 md:p-8 col-span-12">
|
||
<h2 class="font-orbitron text-2xl font-bold mb-4 text-cyan-300">综合结论与投资启示</h2>
|
||
<div class="space-y-4">
|
||
<p class="text-gray-300">西部大开发概念正处在由宏大政策叙事向可验证的工程基本面过渡的关键时期。投资机会并非均质分布，而是呈现出<strong class="text-white">高度结构化和区域分化</strong>的特征。</p>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="border-l-4 border-cyan-400 pl-4">
|
||
<h4 class="font-bold text-lg text-cyan-300">最具投资价值的细分环节</h4>
|
||
<ul class="list-disc list-inside text-gray-300 mt-2 space-y-1">
|
||
<li><strong class="text-white">确定性最高的“工程驱动型”：</strong>聚焦西藏、新疆等战略保障区的超大型国家级项目，为其提供<strong class="text-cyan-400">核心且具区域壁垒的上游材料或服务</strong>（如民爆、水泥、特种工程）。</li>
|
||
<li><strong class="text-white">最具成长潜力的“战略新兴型”：</strong>聚焦“西电东送”相关的<strong class="text-cyan-400">特高压设备</strong>和新能源运营，以及“东数西算”相关的<strong class="text-cyan-400">绿色数据中心</strong>。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="border-l-4 border-fuchsia-400 pl-4">
|
||
<h4 class="font-bold text-lg text-fuchsia-300">需重点跟踪的关键指标</h4>
|
||
<ul class="list-disc list-inside text-gray-300 mt-2 space-y-1">
|
||
<li><strong class="text-white">资金层面：</strong>中央对西部的转移支付金额，以及专项债发行规模。</li>
|
||
<li><strong class="text-white">项目层面：</strong>标志性工程的招投标公告和实际投资完成额。</li>
|
||
<li><strong class="text-white">产业层面：</strong>西部地区水泥等建材的价格和库存，西电东送新增输电量。</li>
|
||
<li><strong class="text-white">公司层面：</strong>相关上市公司的新增订单、合同负债及毛利率趋势。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Rise Analysis -->
|
||
<section class="bento-item glass-card p-6 md:p-8 col-span-12">
|
||
<h2 class="font-orbitron text-2xl font-bold mb-6 text-cyan-300">涨停复盘：事件驱动逻辑验证</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
|
||
<div class="border border-cyan-500/30 p-4 rounded-xl space-y-2">
|
||
<h4 class="font-bold text-lg text-cyan-300">四川金顶 (600678)</h4>
|
||
<p class="text-sm text-gray-300"><strong class="text-white">催化剂：</strong>雅鲁藏布江下游1.2万亿水电工程批复，引爆西藏水泥需求。</p>
|
||
<p class="text-sm text-gray-400">公司因区域产能垄断，并与中国电建签署《雅下水电水泥战略采购框架协议》，锁定未来大单，被资金抢筹。</p>
|
||
</div>
|
||
<div class="border border-cyan-500/30 p-4 rounded-xl space-y-2">
|
||
<h4 class="font-bold text-lg text-cyan-300">高争民爆 (002827)</h4>
|
||
<p class="text-sm text-gray-300"><strong class="text-white">催化剂：</strong>雅江水电开工，预计年均需炸药10万吨，而西藏现有产能仅8万吨。</p>
|
||
<p class="text-sm text-gray-400">公司作为区域唯一规模供应商（市占率>60%），公告确认参与项目招投标，业绩弹性预期极高。</p>
|
||
</div>
|
||
<div class="border border-cyan-500/30 p-4 rounded-xl space-y-2">
|
||
<h4 class="font-bold text-lg text-cyan-300">国统股份 (002205)</h4>
|
||
<p class="text-sm text-gray-300"><strong class="text-white">催化剂：</strong>公告中标8.34亿元新疆骨干水网PCCP大单，叠加国务院追加200亿新疆水利专项债。</p>
|
||
<p class="text-sm text-gray-400">订单与政策共振，公司作为区域PCCP管道龙头直接受益资金落地，盈利弹性显著。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Table -->
|
||
<section class="bento-item glass-card p-6 md:p-8 col-span-12">
|
||
<h2 class="font-orbitron text-2xl font-bold mb-6 text-cyan-300">相关概念股列表</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th class="w-1/4">股票名称</th>
|
||
<th class="w-1/4">股票代码</th>
|
||
<th class="w-1/4">核心逻辑</th>
|
||
<th class="w-1/4">其他标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>成都路桥</td><td><a href="https://valuefrontier.cn/company?scode=002628" target="_blank" class="link link-hover text-cyan-400">002628</a></td><td>基础建设</td><td>西部大开发</td></tr>
|
||
<tr><td>西部建设</td><td><a href="https://valuefrontier.cn/company?scode=002302" target="_blank" class="link link-hover text-cyan-400">002302</a></td><td>基础建设</td><td>西部大开发</td></tr>
|
||
<tr><td>北新路桥</td><td><a href="https://valuefrontier.cn/company?scode=002307" target="_blank" class="link link-hover text-cyan-400">002307</a></td><td>基础建设</td><td>西部大开发</td></tr>
|
||
<tr><td>四川路桥</td><td><a href="https://valuefrontier.cn/company?scode=600039" target="_blank" class="link link-hover text-cyan-400">600039</a></td><td>基础建设</td><td>西部大开发</td></tr>
|
||
<tr><td>达刚控股</td><td><a href="https://valuefrontier.cn/company?scode=300103" target="_blank" class="link link-hover text-cyan-400">300103</a></td><td>基础建设</td><td>西部大开发</td></tr>
|
||
<tr><td>重庆路桥</td><td><a href="https://valuefrontier.cn/company?scode=600106" target="_blank" class="link link-hover text-cyan-400">600106</a></td><td>基础建设</td><td>西部大开发</td></tr>
|
||
<tr><td>西藏天路</td><td><a href="https://valuefrontier.cn/company?scode=600326" target="_blank" class="link link-hover text-cyan-400">600326</a></td><td>基础建设</td><td>西部大开发</td></tr>
|
||
<tr><td>大宏立</td><td><a href="https://valuefrontier.cn/company?scode=300865" target="_blank" class="link link-hover text-cyan-400">300865</a></td><td>机械设备</td><td>西部大开发</td></tr>
|
||
<tr><td>新研股份</td><td>-</td><td>机械设备</td><td>西部大开发</td></tr>
|
||
<tr><td>卓郎智能</td><td><a href="https://valuefrontier.cn/company?scode=600545" target="_blank" class="link link-hover text-cyan-400">600545</a></td><td>机械设备</td><td>西部大开发</td></tr>
|
||
<tr><td>德恩精工</td><td><a href="https://valuefrontier.cn/company?scode=300780" target="_blank" class="link link-hover text-cyan-400">300780</a></td><td>机械设备</td><td>西部大开发</td></tr>
|
||
<tr><td>兰石重装</td><td><a href="https://valuefrontier.cn/company?scode=603169" target="_blank" class="link link-hover text-cyan-400">603169</a></td><td>机械设备</td><td>西部大开发</td></tr>
|
||
<tr><td>蜀道装备</td><td><a href="https://valuefrontier.cn/company?scode=300540" target="_blank" class="link link-hover text-cyan-400">300540</a></td><td>机械设备</td><td>西部大开发</td></tr>
|
||
<tr><td>科新机电</td><td><a href="https://valuefrontier.cn/company?scode=300092" target="_blank" class="link link-hover text-cyan-400">300092</a></td><td>机械设备</td><td>西部大开发</td></tr>
|
||
<tr><td>思源电气</td><td><a href="https://valuefrontier.cn/company?scode=002028" target="_blank" class="link link-hover text-cyan-400">002028</a></td><td>西电东送</td><td>西部大开发</td></tr>
|
||
<tr><td>安靠智电</td><td><a href="https://valuefrontier.cn/company?scode=300617" target="_blank" class="link link-hover text-cyan-400">300617</a></td><td>西电东送</td><td>西部大开发</td></tr>
|
||
<tr><td>特变电工</td><td><a href="https://valuefrontier.cn/company?scode=600089" target="_blank" class="link link-hover text-cyan-400">600089</a></td><td>西电东送</td><td>西部大开发</td></tr>
|
||
<tr><td>中国西电</td><td><a href="https://valuefrontier.cn/company?scode=601179" target="_blank" class="link link-hover text-cyan-400">601179</a></td><td>西电东送</td><td>西部大开发</td></tr>
|
||
<tr><td>风范股份</td><td><a href="https://valuefrontier.cn/company?scode=601700" target="_blank" class="link link-hover text-cyan-400">601700</a></td><td>西电东送</td><td>西部大开发</td></tr>
|
||
<tr><td>盘江股份</td><td><a href="https://valuefrontier.cn/company?scode=600395" target="_blank" class="link link-hover text-cyan-400">600395</a></td><td>西电东送</td><td>西部大开发</td></tr>
|
||
<tr><td>西昌电力</td><td><a href="https://valuefrontier.cn/company?scode=600505" target="_blank" class="link link-hover text-cyan-400">600505</a></td><td>西电东送</td><td>西部大开发</td></tr>
|
||
<tr><td>吴通控股</td><td><a href="https://valuefrontier.cn/company?scode=300292" target="_blank" class="link link-hover text-cyan-400">300292</a></td><td>东数西算</td><td>西部大开发</td></tr>
|
||
<tr><td>优刻得</td><td><a href="https://valuefrontier.cn/company?scode=688158" target="_blank" class="link link-hover text-cyan-400">688158</a></td><td>东数西算</td><td>西部大开发</td></tr>
|
||
<tr><td>南凌科技</td><td><a href="https://valuefrontier.cn/company?scode=300921" target="_blank" class="link link-hover text-cyan-400">300921</a></td><td>东数西算</td><td>西部大开发</td></tr>
|
||
<tr><td>中青宝</td><td>-</td><td>东数西算</td><td>西部大开发</td></tr>
|
||
<tr><td>常山北明</td><td><a href="https://valuefrontier.cn/company?scode=000158" target="_blank" class="link link-hover text-cyan-400">000158</a></td><td>东数西算</td><td>西部大开发</td></tr>
|
||
<tr><td>先进数通</td><td><a href="https://valuefrontier.cn/company?scode=300541" target="_blank" class="link link-hover text-cyan-400">300541</a></td><td>东数西算</td><td>西部大开发</td></tr>
|
||
<tr><td>西藏旅游</td><td><a href="https://valuefrontier.cn/company?scode=600749" target="_blank" class="link link-hover text-cyan-400">600749</a></td><td>旅游</td><td>西部大开发</td></tr>
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||
<tr><td>*ST西域</td><td>-</td><td>旅游</td><td>西部大开发</td></tr>
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<tr><td>云南旅游</td><td><a href="https://valuefrontier.cn/company?scode=002059" target="_blank" class="link link-hover text-cyan-400">002059</a></td><td>旅游</td><td>西部大开发</td></tr>
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<tr><td>丽江股份</td><td><a href="https://valuefrontier.cn/company?scode=002033" target="_blank" class="link link-hover text-cyan-400">002033</a></td><td>旅游</td><td>西部大开发</td></tr>
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<tr><td>峨眉山A</td><td>-</td><td>旅游</td><td>西部大开发</td></tr>
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