477 lines
34 KiB
HTML
477 lines
34 KiB
HTML
<!DOCTYPE html>
|
||
<html lang="zh-CN" data-theme="night">
|
||
<head>
|
||
<meta charset="UTF-8">
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<title>新型离岸贸易 - 深度投研报告</title>
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.14.0/dist/cdn.min.js"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
|
||
<link rel="preconnect" href="https://fonts.googleapis.com">
|
||
<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
|
||
<link href="https://fonts.googleapis.com/css2?family=Poppins:wght@300;400;600;700&family=Space+Grotesk:wght@400;500;700&display=swap" rel="stylesheet">
|
||
<style>
|
||
body {
|
||
font-family: 'Poppins', sans-serif;
|
||
background-color: #0c0a18;
|
||
background-image:
|
||
radial-gradient(ellipse at 20% 80%, rgba(55, 39, 114, 0.3) 0%, transparent 70%),
|
||
radial-gradient(ellipse at 80% 10%, rgba(28, 100, 128, 0.3) 0%, transparent 70%),
|
||
radial-gradient(ellipse at 70% 90%, rgba(136, 68, 148, 0.2) 0%, transparent 70%);
|
||
min-height: 100vh;
|
||
}
|
||
.font-space {
|
||
font-family: 'Space Grotesk', sans-serif;
|
||
}
|
||
.glass-card {
|
||
background: rgba(23, 23, 46, 0.6);
|
||
backdrop-filter: blur(12px);
|
||
-webkit-backdrop-filter: blur(12px);
|
||
border: 1px solid rgba(119, 119, 204, 0.15);
|
||
border-radius: 1.5rem; /* 极致圆角 */
|
||
transition: all 0.3s ease;
|
||
box-shadow: 0 0 40px rgba(0, 0, 0, 0.2), inset 0 0 1px 1px rgba(255, 255, 255, 0.03);
|
||
}
|
||
.glass-card:hover {
|
||
transform: translateY(-5px) scale(1.01);
|
||
box-shadow: 0 10px 50px rgba(0, 0, 0, 0.3), inset 0 0 1px 1px rgba(255, 255, 255, 0.05), 0 0 25px rgba(55, 39, 114, 0.5);
|
||
border-color: rgba(119, 119, 204, 0.3);
|
||
}
|
||
.glow-text {
|
||
text-shadow: 0 0 8px rgba(192, 219, 255, 0.7), 0 0 16px rgba(135, 179, 255, 0.5);
|
||
}
|
||
.glow-border {
|
||
border: 1px solid;
|
||
border-image-slice: 1;
|
||
border-image-source: linear-gradient(to right bottom, #4f46e5, #9333ea, #db2777);
|
||
}
|
||
.bento-grid {
|
||
display: grid;
|
||
grid-template-columns: repeat(auto-fit, minmax(300px, 1fr));
|
||
gap: 1.5rem;
|
||
}
|
||
/* Custom scrollbar for a futuristic feel */
|
||
::-webkit-scrollbar {
|
||
width: 8px;
|
||
}
|
||
::-webkit-scrollbar-track {
|
||
background: rgba(0,0,0,0.2);
|
||
border-radius: 10px;
|
||
}
|
||
::-webkit-scrollbar-thumb {
|
||
background: rgba(79, 70, 229, 0.6);
|
||
border-radius: 10px;
|
||
}
|
||
::-webkit-scrollbar-thumb:hover {
|
||
background: rgba(79, 70, 229, 0.9);
|
||
}
|
||
/* Echarts container */
|
||
#timelineChart {
|
||
width: 100%;
|
||
height: 500px;
|
||
}
|
||
.table th, .table td {
|
||
border-color: rgba(119, 119, 204, 0.1);
|
||
}
|
||
.table th {
|
||
color: #a5b4fc;
|
||
}
|
||
details > summary {
|
||
cursor: pointer;
|
||
list-style-type: '▸ ';
|
||
color: #a5b4fc;
|
||
}
|
||
details[open] > summary {
|
||
list-style-type: '▾ ';
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="text-gray-200 p-4 md:p-8">
|
||
<div class="max-w-7xl mx-auto space-y-8">
|
||
|
||
<!-- Header -->
|
||
<header class="text-center py-6">
|
||
<h1 class="text-4xl md:text-5xl font-bold font-space glow-text tracking-wider">新型离岸贸易</h1>
|
||
<h2 class="text-2xl md:text-3xl font-light text-indigo-300 mt-2">深度投研报告</h2>
|
||
<p class="mt-4 text-xs text-gray-500 max-w-2xl mx-auto glass-card p-2">
|
||
北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现。本报告为AI合成数据，不构成任何投资建议，投资需谨慎。
|
||
</p>
|
||
</header>
|
||
|
||
<!-- Bento Grid for Insight Summary -->
|
||
<section class="bento-grid">
|
||
<div class="glass-card p-6 md:col-span-2">
|
||
<h3 class="font-bold text-xl text-cyan-300 font-space mb-3">核心观点摘要</h3>
|
||
<p class="text-gray-300 leading-relaxed">
|
||
新型离岸贸易是在全球供应链重塑和地缘政治博弈背景下，由国家顶层设计推动的战略性贸易模式。其核心驱动力在于规避贸易壁垒与提升我国在全球贸易资源配置中的话语权。当前，该概念已从区域试点成功过渡到国家战略推广期，正处于政策红利密集释放、金融基础设施加速构建的产业化初期，未来潜力巨大，但规模化发展有待金融风控与实体经济的深度融合。
|
||
</p>
|
||
</div>
|
||
<div class="glass-card p-6">
|
||
<h3 class="font-bold text-xl text-cyan-300 font-space mb-3">核心驱动力</h3>
|
||
<ul class="space-y-2 list-disc list-inside text-gray-300">
|
||
<li><strong class="text-indigo-300">政策顶层设计:</strong> 国家战略推动，税收优惠扩围。</li>
|
||
<li><strong class="text-indigo-300">规避地缘风险:</strong> 应对贸易摩擦，提供合规解决方案。</li>
|
||
<li><strong class="text-indigo-300">产业升级需求:</strong> “新三样”等高附加值产业出海，优化全球供应链。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="glass-card p-6">
|
||
<h3 class="font-bold text-xl text-cyan-300 font-space mb-3">投资价值环节</h3>
|
||
<ul class="space-y-2 list-disc list-inside text-gray-300">
|
||
<li><strong class="text-purple-300">金融科技与数据服务:</strong> 赋能生态的“卖水者”，解决风控核心痛点。</li>
|
||
<li><strong class="text-purple-300">特定区域与产业的供应链企业:</strong> 享受“政策+产业”双重红利。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="glass-card p-6 md:col-span-2">
|
||
<h3 class="font-bold text-xl text-cyan-300 font-space mb-3">关键催化剂 (未来6-12个月)</h3>
|
||
<div class="grid grid-cols-1 sm:grid-cols-2 gap-4 text-gray-300">
|
||
<div>
|
||
<h4 class="font-semibold text-fuchsia-300">海南自贸港封关运作</h4>
|
||
<p class="text-sm">2025年底关键节点，制度便利性空前。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-fuchsia-300">数字人民币跨境试点</h4>
|
||
<p class="text-sm">任何新进展都可能引爆市场情绪。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-fuchsia-300">规模化成功案例披露</h4>
|
||
<p class="text-sm">从“首单”到规模化营收，提供基本面验证。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-fuchsia-300">税收优惠政策深化</h4>
|
||
<p class="text-sm">企业所得税等更具分量的优惠政策预期。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Concept Evolution Timeline -->
|
||
<section class="glass-card p-6">
|
||
<h3 class="font-bold text-2xl text-center text-cyan-300 font-space mb-4">概念演进与关键事件</h3>
|
||
<div id="timelineChart"></div>
|
||
</section>
|
||
|
||
<!-- Deep Dive Analysis -->
|
||
<section class="glass-card p-6" x-data="{ tab: 'logic' }">
|
||
<div class="tabs tabs-boxed bg-black/20 mb-6">
|
||
<a class="tab tab-lg" :class="{ 'tab-active': tab === 'logic' }" @click="tab = 'logic'">核心逻辑与市场全景</a>
|
||
<a class="tab tab-lg" :class="{ 'tab-active': tab === 'chain' }" @click="tab = 'chain'">产业链图谱与核心标的</a>
|
||
<a class="tab tab-lg" :class="{ 'tab-active': tab === 'risks' }" @click="tab = 'risks'">潜在风险与挑战</a>
|
||
</div>
|
||
|
||
<div x-show="tab === 'logic'" class="space-y-4">
|
||
<h4 class="text-xl font-bold text-indigo-300">市场认知与预期差</h4>
|
||
<p>市场的普遍认知可能还停留在将新型离岸贸易等同于简单的“转口贸易”或“避税工具”。但其深层逻辑是构建<strong class="text-fuchsia-300">贸易总部经济</strong>，即通过提供高效的金融、税务、数据服务，吸引跨国公司将区域贸易的订单中心、结算中心和供应链管理中心设在中国境内。这是市场可能低估的长期价值。</p>
|
||
<div class="grid md:grid-cols-2 gap-4">
|
||
<div>
|
||
<h5 class="font-semibold text-lg mb-2">进度差：从“概念”到“订单”</h5>
|
||
<p class="text-sm text-gray-300">宏大国家战略下，多数企业实践仍处早期落地阶段。市场短期可能因政策催化过度兴奋，而忽略了业务规模化需要时间。</p>
|
||
</div>
|
||
<div>
|
||
<h5 class="font-semibold text-lg mb-2">核心痛点被忽略</h5>
|
||
<p class="text-sm text-gray-300">市场热衷于讨论税收优惠，但可能忽略了离岸贸易的核心操作难题——<strong class="text-yellow-300">贸易真实性审核</strong>。解决风控难题的企业才能真正掌握核心竞争力。</p>
|
||
</div>
|
||
</div>
|
||
<h4 class="text-xl font-bold text-indigo-300 mt-4">长期发展路径</h4>
|
||
<div class="flex flex-col md:flex-row gap-4">
|
||
<div class="flex-1 p-4 border border-indigo-500/30 rounded-xl bg-indigo-900/10">
|
||
<h5 class="font-bold">第一阶段 (当前-2026)</h5>
|
||
<p class="text-sm">政策驱动与基础设施建设期。普及模式，搭建金融服务与风控平台。</p>
|
||
</div>
|
||
<div class="flex-1 p-4 border border-purple-500/30 rounded-xl bg-purple-900/10">
|
||
<h5 class="font-bold">第二阶段 (2026-2028)</h5>
|
||
<p class="text-sm">产业融合与规模化发展期。龙头企业大规模采用，形成产业集群效应。</p>
|
||
</div>
|
||
<div class="flex-1 p-4 border border-fuchsia-500/30 rounded-xl bg-fuchsia-900/10">
|
||
<h5 class="font-bold">第三阶段 (2028年以后)</h5>
|
||
<p class="text-sm">生态成熟与总部经济形成期。形成全球影响力离岸贸易中心，从“通道”到“枢纽”。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div x-show="tab === 'chain'" class="space-y-4">
|
||
<h4 class="text-xl font-bold text-indigo-300">产业链图谱</h4>
|
||
<div class="grid md:grid-cols-3 gap-6">
|
||
<div class="text-center p-4 rounded-lg border-2 border-dashed border-cyan-400/50">
|
||
<h5 class="font-bold text-lg text-cyan-300">上游：核心能力提供商</h5>
|
||
<p class="text-sm mt-2">金融科技与数据服务 (贸易真实性审核、跨境支付、数据资产化)<br>金融机构 (FT账户、贸易融资)</p>
|
||
<p class="mt-2 font-bold font-space text-white">代表: 广电运通</p>
|
||
</div>
|
||
<div class="text-center p-4 rounded-lg border-2 border-dashed border-purple-400/50">
|
||
<h5 class="font-bold text-lg text-purple-300">中游：离岸贸易运营商</h5>
|
||
<p class="text-sm mt-2">专业贸易商与供应链管理公司<br>产业龙头企业</p>
|
||
<p class="mt-2 font-bold font-space text-white">代表: 厦门信达, 五矿发展, 建发股份, 固德威</p>
|
||
</div>
|
||
<div class="text-center p-4 rounded-lg border-2 border-dashed border-fuchsia-400/50">
|
||
<h5 class="font-bold text-lg text-fuchsia-300">下游：支撑性基础设施</h5>
|
||
<p class="text-sm mt-2">跨境物流与仓储<br>跨境电商平台</p>
|
||
<p class="mt-2 font-bold font-space text-white">代表: 嘉诚国际, 小商品城</p>
|
||
</div>
|
||
</div>
|
||
<h4 class="text-xl font-bold text-indigo-300 mt-6">核心玩家对比</h4>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th class="bg-transparent">角色定位</th>
|
||
<th class="bg-transparent">代表公司</th>
|
||
<th class="bg-transparent">核心逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><div class="badge badge-primary">逻辑最纯粹 (铲子股)</div></td>
|
||
<td>广电运通</td>
|
||
<td>直击“真实性审核”和“数据价值化”两大核心痛点，作为“卖水者”赋能整个生态。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><div class="badge badge-secondary">领导者与实践先锋</div></td>
|
||
<td>厦门信达</td>
|
||
<td>已落地多笔业务，国资背景在政策理解和执行上具备优势，是模式验证标杆。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><div class="badge badge-accent">规模化潜力巨大</div></td>
|
||
<td>建发股份, 物产中大</td>
|
||
<td>大宗商品供应链巨头，拥有庞大资源网络，能迅速切入巨量业务，是体量上的最终受益者。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><div class="badge badge-outline">特色场景开拓者</div></td>
|
||
<td>固德威</td>
|
||
<td>“新三样”产业与离岸贸易政策结合的典范，具有强示范效应。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div x-show="tab === 'risks'" class="space-y-4">
|
||
<h4 class="text-xl font-bold text-red-400">政策与合规风险</h4>
|
||
<ul class="list-disc list-inside space-y-2">
|
||
<li><strong>外部打击风险:</strong> 主要贸易伙伴国可能加强对转口贸易的审查和限制，直接冲击业务基础。</li>
|
||
<li><strong>国内监管风险:</strong> “资金流与货物流分离”特性易被用于违法活动，可能导致监管收紧。</li>
|
||
</ul>
|
||
|
||
<h4 class="text-xl font-bold text-yellow-400 mt-4">商业化风险</h4>
|
||
<ul class="list-disc list-inside space-y-2">
|
||
<li><strong>汇率波动风险:</strong> 离岸人民币汇率波动巨大，对企业风险管理能力提出极高要求。</li>
|
||
<li><strong>人才与经验缺乏:</strong> 离岸贸易涉及复杂的国际贸易、金融、税务和法律知识，专业人才稀缺。</li>
|
||
</ul>
|
||
|
||
<h4 class="text-xl font-bold text-orange-400 mt-4">信息交叉验证风险</h4>
|
||
<p>一个潜在的矛盾点在于，政策层面“鼓励创新”（如数字人民币）与银行实际操作层面“审慎风控”之间的张力。这种理想与现实的差距，可能成为企业在实际操作中的主要障碍。</p>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Supporting Data Repository -->
|
||
<section class="glass-card p-6 space-y-4">
|
||
<h3 class="font-bold text-2xl text-center text-cyan-300 font-space mb-4">原始数据摘要库</h3>
|
||
<div class="collapse collapse-plus bg-base-200/50">
|
||
<input type="radio" name="data-accordion" checked="checked" />
|
||
<div class="collapse-title text-xl font-medium text-indigo-300">
|
||
新闻数据摘要
|
||
</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-sm text-gray-300">
|
||
<li><strong>国家战略确立:</strong> 2025年政府工作报告首提“新型离岸贸易”，将其与绿色贸易、数字贸易并列为新增长点。</li>
|
||
<li><strong>核心政策-印花税优惠:</strong> 始于2024年上海试点，2025年政策延续并扩围至江苏、浙江、福建、山东、广东、海南等多个自贸区（港）。上海试点成效显著，累计减免印花税1.82亿元，惠及377户企业。</li>
|
||
<li><strong>金融创新支持:</strong> 央行、多地金融监管部门发文，探索基于自由贸易账户的收支管理创新、数字人民币在离岸贸易结算中的应用，并鼓励银行优化业务真实性审核。</li>
|
||
<li><strong>地方实践:</strong> 厦门上线全国首个离岸贸易印花税协税场景；重庆、福建等地出台方案支持新型跨境贸易结算。</li>
|
||
<li><strong>企业动态:</strong> 固德威在海口成立含离岸贸易经营业务的公司；上海信达诺已落地多笔离岸业务。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-base-200/50">
|
||
<input type="radio" name="data-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-purple-300">
|
||
路演纪要摘要
|
||
</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-sm text-gray-300">
|
||
<li><strong>广电运通 (2025-01-08):</strong> 直接相关。已建设南沙离岸贸易平台，提供贸易真实性验证、离岸汇率优惠、套期保值等核心服务。</li>
|
||
<li><strong>海南自贸港 (2025-07-27):</strong> 制度基础。其“一线放开、二线管住”核心模式是发展离岸贸易和离岸金融的理想土壤，计划2025年底封关运作。</li>
|
||
<li><strong>中美间接贸易 (2024-12-31):</strong> 模式揭示。深入分析了为规避关税而产生的“转口贸易”模式（如中国-第三国-美国），这是新型离岸贸易的一种重要表现形式和现实驱动力。</li>
|
||
<li><strong>贸易摩擦相关路演:</strong> 宏观背景。揭示了贸易摩擦导致的全球订单、产能转移（如向东南亚），为企业开展离岸贸易提供了前提和动机。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-base-200/50">
|
||
<input type="radio" name="data-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-fuchsia-300">
|
||
研究报告摘要
|
||
</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-sm text-gray-300">
|
||
<li><strong>核心定义:</strong> 离岸转手买卖指居民企业从非居民处购货，再转售给另一非居民，货物始终未进出我国关境。是一种货物流和资金流分离的贸易形态。</li>
|
||
<li><strong>战略背景:</strong> 是“高水平制度型开放”的重要举措，旨在与国际税收规则接轨，应对全球贸易格局重塑、供应链“友岸外包”等地缘政治趋势。</li>
|
||
<li><strong>应用场景:</strong> “新三样”、绿色环保产品等高附加值产业，以及“一带一路”沿线新兴市场是主要应用领域和增长点。数字化服务贸易也是重要方向。</li>
|
||
<li><strong>金融机制:</strong> 通过跨境贸易支付途径影响在岸/离岸汇率。离岸人民币市场的稳定与发展是重要支撑。</li>
|
||
<li><strong>未来展望:</strong> 印花税优惠是开始，后续有望扩大至企业所得税等其他税种，以及全球采购、承包工程等更多离岸贸易模式。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data: Core Concepts -->
|
||
<section class="glass-card p-6">
|
||
<h3 class="font-bold text-2xl text-center text-cyan-300 font-space mb-4">核心概念股梳理</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<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>
|
||
<!-- Data will be dynamically inserted here -->
|
||
<tr><td>厦门信达</td><td><a href='https://valuefrontier.cn/company?scode=000701' target='_blank' class='link link-hover link-primary'>000701</a></td><td>全资子公司上海信达诺已落地多笔离岸业务，未来积极助力离岸贸易产业发展</td><td><div class='badge badge-info'>离岸贸易</div></td></tr>
|
||
<tr><td>嘉诚国际</td><td><a href='https://valuefrontier.cn/company?scode=603535' target='_blank' class='link link-hover link-primary'>603535</a></td><td>计划在新加坡、泰国等地设立全资子公司经营跨境电商平台海外段物流服务、离岸贸易等</td><td><div class='badge badge-info'>离岸贸易</div></td></tr>
|
||
<tr><td>五矿发展</td><td><a href='https://valuefrontier.cn/company?scode=600058' target='_blank' class='link link-hover link-primary'>600058</a></td><td>于2023年6月成功在儋州洋浦开展新型离岸国际贸易首单业务</td><td><div class='badge badge-info'>离岸贸易</div></td></tr>
|
||
<tr><td>广电运通</td><td><a href='https://valuefrontier.cn/company?scode=002152' target='_blank' class='link link-hover link-primary'>002152</a></td><td>跨境数据产品“离岸易”是广州首个跨境数据资产入表项目，通过整合加工19个国家和地区的离岸贸易数据实现跨境可信支付、办理税务优惠及融资保理等功能</td><td><div class='badge badge-info'>离岸贸易</div></td></tr>
|
||
<tr><td>建发股份</td><td><a href='https://valuefrontier.cn/company?scode=600153' target='_blank' class='link link-hover link-primary'>600153</a></td><td>供应链板块营收5933.66亿，排名第一</td><td><div class='badge badge-secondary'>大宗商品供应链</div></td></tr>
|
||
<tr><td>物产中大</td><td><a href='https://valuefrontier.cn/company?scode=600704' target='_blank' class='link link-hover link-primary'>600704</a></td><td>国有大宗供应链营收5411.68亿，排名第二</td><td><div class='badge badge-secondary'>大宗商品供应链</div></td></tr>
|
||
<tr><td>厦门国贸</td><td><a href='https://valuefrontier.cn/company?scode=600755' target='_blank' class='link link-hover link-primary'>600755</a></td><td>供应链管理业务营收4652.95亿，排名第三</td><td><div class='badge badge-secondary'>大宗商品供应链</div></td></tr>
|
||
<tr><td>厦门象屿</td><td><a href='https://valuefrontier.cn/company?scode=600057' target='_blank' class='link link-hover link-primary'>600057</a></td><td>大宗商品经营与物流业务营收4463.09亿，排名第四</td><td><div class='badge badge-secondary'>大宗商品供应链</div></td></tr>
|
||
<tr><td>小商品城</td><td><a href='https://valuefrontier.cn/company?scode=600415' target='_blank' class='link link-hover link-primary'>600415</a></td><td>对外投资设立义乌云带路数据公司，利用智算能力为跨境数据流通、跨境电商、物流等场景提供国际互联服务</td><td><div class='badge badge-accent'>跨境电商</div></td></tr>
|
||
<tr><td>乐歌股份</td><td><a href='https://valuefrontier.cn/company?scode=300729' target='_blank' class='link link-hover link-primary'>300729</a></td><td>预计至2027年底可建成并投用超30万平方米海外仓</td><td><div class='badge badge-warning'>海外仓建设</div></td></tr>
|
||
<tr><td>中国武夷</td><td><a href='https://valuefrontier.cn/company?scode=000797' target='_blank' class='link link-hover link-primary'>000797</a></td><td>旗下中武电商首次完成埃塞俄比亚双向贸易业务试单和新型离岸贸易业务模式下对巴新分公司的沥青供应</td><td><div class='badge badge-accent'>跨境电商</div></td></tr>
|
||
<tr><td>海程邦达</td><td><a href='https://valuefrontier.cn/company?scode=603836' target='_blank' class='link link-hover link-primary'>603836</a></td><td>公司主要通过海运、空运、铁路等运输方式为进出口贸易客户提供跨境物流服务及仓关配等增值服务</td><td><div class='badge badge-success'>跨境物流</div></td></tr>
|
||
<tr><td>兰生股份</td><td><a href='https://valuefrontier.cn/company?scode=600826' target='_blank' class='link link-hover link-primary'>600826</a></td><td>公司持续推进“数字会展”建设，通过打造365天多元化数字展览平台扩大品牌溢出</td><td><div class='badge badge-ghost'>参展办展</div></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data: Rise Analysis -->
|
||
<section class="glass-card p-6">
|
||
<h3 class="font-bold text-2xl text-center text-cyan-300 font-space mb-4">市场异动深度解析</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th class="bg-transparent">股票</th>
|
||
<th class="bg-transparent">日期</th>
|
||
<th class="bg-transparent">涨幅</th>
|
||
<th class="bg-transparent" style="width: 60%;">驱动逻辑解析</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data will be dynamically inserted here -->
|
||
<tr><td>浔兴股份 (002098)</td><td>2025-07-07</td><td><span class="text-error font-mono">+10.06%</span></td><td class="text-xs">因“离岸人民币稳定币+跨境电商”主题外溢至出口产业链而被资金选作情绪补涨标的，下游客户将直接受益于稳定币结算效率提升，公司作为“出口链最上游”被挖掘。</td></tr>
|
||
<tr><td>柳化股份 (600423)</td><td>2025-11-10</td><td><span class="text-error font-mono">+10.13%</span></td><td class="text-xs">广西—东盟自贸区3.0化工条款首次把柳州煤化工纳入“零关税+离岸贸易”试点，公司作为广西仅剩的可交易化工小市值壳，被资金当成政策映射载体。</td></tr>
|
||
<tr><td>上海物贸 (600822)</td><td>2025-07-15</td><td><span class="text-error font-mono">+10.01%</span></td><td class="text-xs">央行试点细则首提“RDA（真实贸易数据资产）”作为稳定币底层资产，公司拥有大宗商品真实贸易数据并签临港试点备忘录，成资金押注“RDA+稳定币”最直接映射。</td></tr>
|
||
<tr><td>华资实业 (600191)</td><td>2025-07-04</td><td><span class="text-error font-mono">+10.06%</span></td><td class="text-xs">海南自贸港“离岸数字稳定币跨境结算”试点政策落地，公司因提前布局海南期货+数字资产清算双牌照成为稀缺受益标的。</td></tr>
|
||
<tr><td>远大控股 (000626)</td><td>2025-10-20</td><td><span class="text-error font-mono">+10.04%</span></td><td class="text-xs">国常会点名“物流数字基础设施”与“绿色贸易公共服务平台”，公司定增项目与欧盟ISCC认证的UCO转口贸易资质平台完美契合，政策订单预期落地。</td></tr>
|
||
<tr><td>金一文化 (002721)</td><td>2025-07-04</td><td><span class="text-error font-mono">+10.14%</span></td><td class="text-xs">“稳定币系统1.0”研发进度获官方确认，叠加离岸人民币稳定币政策催化及摘帽后低市值高弹性，资金抢筹。</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
</div>
|
||
|
||
<script>
|
||
// ECharts Timeline Initialization
|
||
const timelineChart = echarts.init(document.getElementById('timelineChart'));
|
||
const timelineData = [
|
||
{ time: '2021-11-01', event: '国务院发文', detail: '在自贸区加强离岸贸易创新' },
|
||
{ time: '2024-04-01', event: '上海试点印花税免征', detail: '离岸税收优惠实质性突破', isKey: true },
|
||
{ time: '2024-11-15', event: '上海试点成效初显', detail: '半年减免税额逾9600万元' },
|
||
{ time: '2024-12-31', event: '路演揭示宏观背景', detail: '中美贸易摩擦催生“转口贸易”需求' },
|
||
{ time: '2025-01-08', event: '产业化落地', detail: '广电运通披露南沙离岸贸易平台' },
|
||
{ time: '2025-03-05', event: '概念正式引爆', detail: '《政府工作报告》首次提出，上升为国家战略', isKey: true },
|
||
{ time: '2025-03-27', event: '政策全面扩围', detail: '印花税优惠扩展至多地自贸区及海南' },
|
||
{ time: '2025-04-01', event: '金融配套密集出台', detail: '央行及多地发文支持金融创新' },
|
||
{ time: '2025-07-03', event: '地方技术创新', detail: '厦门上线首个印花税协税场景' },
|
||
{ time: '2025-07-27', event: '海南自贸港规划', detail: '明确“一线放开、二线管住”制度设计' },
|
||
{ time: '2025-11-06', event: '企业加速布局', detail: '固德威成立含离岸贸易业务公司' },
|
||
{ time: '2025-12-31', event: '关键节点预期', detail: '海南自贸港计划封关运作', isKey: true }
|
||
];
|
||
|
||
const chartOption = {
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
formatter: params => {
|
||
const data = params[0].data;
|
||
return `<strong>${data.event} (${data.time})</strong><br/>${data.detail}`;
|
||
},
|
||
backgroundColor: 'rgba(23, 23, 46, 0.8)',
|
||
borderColor: '#4f46e5',
|
||
textStyle: { color: '#e0e0e0' }
|
||
},
|
||
grid: { top: 60, left: '5%', right: '5%', bottom: 80 },
|
||
xAxis: {
|
||
type: 'time',
|
||
axisLine: { lineStyle: { color: '#888' } },
|
||
axisLabel: { color: '#ccc' }
|
||
},
|
||
yAxis: {
|
||
type: 'value',
|
||
data: [0, 1, 2],
|
||
splitLine: { show: false },
|
||
axisLine: { show: false },
|
||
axisTick: { show: false },
|
||
axisLabel: { show: false }
|
||
},
|
||
dataZoom: [{
|
||
type: 'inside',
|
||
filterMode: 'weakFilter',
|
||
startValue: '2024-01-01',
|
||
endValue: '2026-01-01'
|
||
}, {
|
||
type: 'slider',
|
||
backgroundColor: 'rgba(255,255,255,0.05)',
|
||
borderColor: 'rgba(79, 70, 229, 0.3)',
|
||
fillerColor: 'rgba(79, 70, 229, 0.3)',
|
||
dataBackground: {
|
||
lineStyle: { color: 'transparent' },
|
||
areaStyle: { color: 'transparent' }
|
||
},
|
||
textStyle: { color: '#a5b4fc' }
|
||
}],
|
||
series: [{
|
||
type: 'line',
|
||
showSymbol: false,
|
||
data: timelineData.map(item => ({ name: item.event, value: [item.time, 1], ...item })),
|
||
lineStyle: { color: 'rgba(79, 70, 229, 0.5)', width: 2 }
|
||
}, {
|
||
type: 'effectScatter',
|
||
rippleEffect: { brushType: 'stroke', scale: 4 },
|
||
symbolSize: 15,
|
||
label: {
|
||
show: true,
|
||
position: 'top',
|
||
formatter: '{b}',
|
||
color: '#fff',
|
||
fontWeight: 'bold',
|
||
textShadowColor: '#000',
|
||
textShadowBlur: 5,
|
||
backgroundColor: 'rgba(79, 70, 229, 0.7)',
|
||
padding: [4, 8],
|
||
borderRadius: 4
|
||
},
|
||
data: timelineData.filter(item => item.isKey).map(item => ({
|
||
name: item.event,
|
||
value: [item.time, 1],
|
||
...item,
|
||
itemStyle: { color: '#a5b4fc', shadowColor: '#a5b4fc', shadowBlur: 15 },
|
||
})),
|
||
}, {
|
||
type: 'scatter',
|
||
symbolSize: 8,
|
||
data: timelineData.map(item => ({
|
||
name: item.event,
|
||
value: [item.time, 1],
|
||
...item,
|
||
itemStyle: { color: '#4f46e5' },
|
||
})),
|
||
}]
|
||
};
|
||
|
||
timelineChart.setOption(chartOption);
|
||
window.addEventListener('resize', () => timelineChart.resize());
|
||
</script>
|
||
</body>
|
||
</html> |