674 lines
39 KiB
HTML
674 lines
39 KiB
HTML
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<!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, shrink-to-fit=no">
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<title>区域足球联赛热潮 - 行业洞察报告</title>
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
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<!-- Font Awesome Icons -->
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- Tailwind CSS -->
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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<script src="https://cdn.jsdelivr.net/npm/@tailwindcss/browser@4"></script>
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<style>
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/* 自定义样式 */
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.football-bg {
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background: linear-gradient(135deg, #0a4d0a 0%, #1a7a1a 50%, #0f5f0f 100%);
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}
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.card-shadow {
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box-shadow: 0 10px 25px rgba(0, 0, 0, 0.1);
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}
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.hover-scale {
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transition: transform 0.3s ease;
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}
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.hover-scale:hover {
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transform: scale(1.02);
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}
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.table-container {
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overflow-x: auto;
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}
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@media (max-width: 768px) {
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.table-container {
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font-size: 0.75rem;
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}
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.card-body {
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padding: 1rem;
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}
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}
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.gradient-text {
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background: linear-gradient(to right, #10b981, #34d399);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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background-clip: text;
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}
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</style>
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</head>
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<body class="bg-gray-50">
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<!-- 背景粒子效果 -->
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<div id="particles-js" class="fixed inset-0 z-0"></div>
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<!-- 主要内容 -->
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<div class="relative z-10 container mx-auto px-4 py-8 max-w-7xl">
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<!-- 标题区域 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold text-gray-800 mb-4">区域足球联赛热潮</h1>
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<p class="text-xl text-gray-600 max-w-3xl mx-auto">政策驱动向商业化验证过渡期的投资机会分析</p>
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<div class="mt-6 flex justify-center space-x-2">
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<span class="px-3 py-1 bg-green-100 text-green-800 rounded-full text-sm font-medium">政策催化</span>
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<span class="px-3 py-1 bg-blue-100 text-blue-800 rounded-full text-sm font-medium">资本涌入</span>
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<span class="px-3 py-1 bg-purple-100 text-purple-800 rounded-full text-sm font-medium">AI赋能</span>
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</div>
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</div>
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<!-- 概念概述 -->
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<div class="card bg-white rounded-xl card-shadow mb-8 hover-scale">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-futbol text-green-600 mr-3"></i>概念概述
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="bg-green-50 p-4 rounded-lg">
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<h3 class="font-semibold text-green-800 mb-2">概念事件</h3>
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<p class="text-gray-700 text-sm">2025年，中国区域足球联赛（如"湘超""苏超"）进入政策与资本双重催化期。湖南省体育局7月29日印发《2025年湖南省足球联赛竞赛规程》，赛事将于9-12月举行，明确以"体教融合、体旅融合"为核心，目标培养青少年人才并激活区域经济。</p>
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</div>
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<div class="bg-blue-50 p-4 rounded-lg">
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<h3 class="font-semibold text-blue-800 mb-2">核心观点</h3>
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<p class="text-gray-700 text-sm">区域足球联赛热潮处于<strong>政策驱动向商业化验证过渡期</strong>，短期看赛事流量与品牌曝光，中长期需观察"体教融合"能否转化为可持续的青少年培训及文旅消费。</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心逻辑分析 -->
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<div class="card bg-white rounded-xl card-shadow mb-8 hover-scale">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-chart-line text-blue-600 mr-3"></i>核心逻辑与市场认知分析
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="border border-gray-200 rounded-lg p-4">
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<h3 class="font-semibold text-gray-800 mb-3 flex items-center">
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<i class="fas fa-landmark text-red-500 mr-2"></i>政策端
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</h3>
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<ul class="text-sm text-gray-700 space-y-2">
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<li>• 省级体育局直接主导（湘超、苏超）</li>
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<li>• 财政倾斜+土地优惠</li>
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<li>• 广州规划CFL主场赛事扶持</li>
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</ul>
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</div>
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<div class="border border-gray-200 rounded-lg p-4">
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<h3 class="font-semibold text-gray-800 mb-3 flex items-center">
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<i class="fas fa-handshake text-yellow-500 mr-2"></i>商业端
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</h3>
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<ul class="text-sm text-gray-700 space-y-2">
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<li>• 企业冠名从"品牌曝光"转向"场景营销"</li>
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<li>• 洋河股份"进球抽福袋"活动</li>
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<li>• 舒华体育赞助无锡队</li>
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</ul>
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</div>
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<div class="border border-gray-200 rounded-lg p-4">
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<h3 class="font-semibold text-gray-800 mb-3 flex items-center">
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<i class="fas fa-microchip text-purple-500 mr-2"></i>技术端
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</h3>
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<ul class="text-sm text-gray-700 space-y-2">
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<li>• AI训练系统降低青训成本</li>
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<li>• 苏州AI+足球方案</li>
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<li>• 提升赛事专业性，解决"体教融合"痛点</li>
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</ul>
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</div>
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</div>
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<div class="mt-6 bg-yellow-50 border-l-4 border-yellow-400 p-4 rounded">
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<h3 class="font-semibold text-yellow-800 mb-2">市场预期差</h3>
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<p class="text-sm text-gray-700">主流券商未覆盖区域联赛，预期差显著——市场仍视其为"地方活动"，未意识到其"政策试验田"角色。区域联赛可能是"中国足球改革2.0"的试点，当前估值未计入政策溢价。</p>
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</div>
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</div>
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</div>
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<!-- 产业链分析 -->
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<div class="card bg-white rounded-xl card-shadow mb-8 hover-scale">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-sitemap text-indigo-600 mr-3"></i>产业链与核心公司深度剖析
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</h2>
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<div class="overflow-x-auto">
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<div class="min-w-full inline-block">
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-gradient-to-br from-green-50 to-green-100 rounded-lg p-4">
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<h3 class="font-bold text-green-800 mb-3 text-center">上游</h3>
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<div class="space-y-2">
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<div class="bg-white rounded p-3 shadow-sm">
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<p class="font-medium text-gray-800">人造草坪</p>
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<p class="text-sm text-gray-600">共创草坪</p>
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</div>
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<div class="bg-white rounded p-3 shadow-sm">
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<p class="font-medium text-gray-800">足球皮革</p>
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<p class="text-sm text-gray-600">双象股份</p>
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</div>
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<div class="bg-white rounded p-3 shadow-sm">
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<p class="font-medium text-gray-800">AI训练系统</p>
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<p class="text-sm text-gray-600">苏州AI方案潜在供应商</p>
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</div>
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</div>
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</div>
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<div class="bg-gradient-to-br from-blue-50 to-blue-100 rounded-lg p-4">
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<h3 class="font-bold text-blue-800 mb-3 text-center">中游</h3>
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<div class="space-y-2">
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<div class="bg-white rounded p-3 shadow-sm">
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<p class="font-medium text-gray-800">赛事运营</p>
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<p class="text-sm text-gray-600">川网传媒、天府文投</p>
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</div>
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<div class="bg-white rounded p-3 shadow-sm">
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<p class="font-medium text-gray-800">器材供应</p>
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<p class="text-sm text-gray-600">金陵体育、英派斯</p>
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</div>
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</div>
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</div>
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<div class="bg-gradient-to-br from-purple-50 to-purple-100 rounded-lg p-4">
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<h3 class="font-bold text-purple-800 mb-3 text-center">下游</h3>
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<div class="space-y-2">
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<div class="bg-white rounded p-3 shadow-sm">
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<p class="font-medium text-gray-800">文旅消费</p>
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<p class="text-sm text-gray-600">峨眉山A</p>
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</div>
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<div class="bg-white rounded p-3 shadow-sm">
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<p class="font-medium text-gray-800">彩票</p>
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<p class="text-sm text-gray-600">粤传媒</p>
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</div>
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<div class="bg-white rounded p-3 shadow-sm">
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<p class="font-medium text-gray-800">康复服务</p>
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<p class="text-sm text-gray-600">倍益康</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 关键催化剂 -->
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<div class="card bg-white rounded-xl card-shadow mb-8 hover-scale">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-rocket text-orange-600 mr-3"></i>关键催化剂与未来发展路径
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="bg-orange-50 rounded-lg p-4">
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<h3 class="font-semibold text-orange-800 mb-3 flex items-center">
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<i class="fas fa-clock mr-2"></i>近期催化剂（3-6个月）
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</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<span class="bg-orange-200 text-orange-800 rounded-full w-6 h-6 flex items-center justify-center text-xs font-bold mr-2 mt-0.5">1</span>
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<div>
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<p class="font-medium text-gray-800">2025年9月：湘超开赛</p>
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<p class="text-sm text-gray-600">关注川网传媒、博瑞传播等本地传媒股的赛事转播/营销订单</p>
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</div>
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</li>
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<li class="flex items-start">
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<span class="bg-orange-200 text-orange-800 rounded-full w-6 h-6 flex items-center justify-center text-xs font-bold mr-2 mt-0.5">2</span>
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<div>
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<p class="font-medium text-gray-800">2025年Q4：苏超决赛</p>
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<p class="text-sm text-gray-600">验证企业冠名ROI（洋河股份、大亚圣象是否披露相关销售数据）</p>
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</div>
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</li>
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<li class="flex items-start">
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<span class="bg-orange-200 text-orange-800 rounded-full w-6 h-6 flex items-center justify-center text-xs font-bold mr-2 mt-0.5">3</span>
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<div>
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<p class="font-medium text-gray-800">政策跟进</p>
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<p class="text-sm text-gray-600">广州CFL承办细则落地，可能带动雷曼光电、英派斯订单</p>
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</div>
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</li>
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</ul>
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</div>
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<div class="bg-teal-50 rounded-lg p-4">
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<h3 class="font-semibold text-teal-800 mb-3 flex items-center">
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<i class="fas fa-road mr-2"></i>长期路径
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</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<span class="bg-teal-200 text-teal-800 rounded-full w-6 h-6 flex items-center justify-center text-xs font-bold mr-2 mt-0.5">1</span>
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<div>
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<p class="font-medium text-gray-800">2025-2027年：区域联赛IP化</p>
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<p class="text-sm text-gray-600">如"湘超"绑定湖南文旅节，形成"赛事+旅游"套餐</p>
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</div>
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</li>
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<li class="flex items-start">
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<span class="bg-teal-200 text-teal-800 rounded-full w-6 h-6 flex items-center justify-center text-xs font-bold mr-2 mt-0.5">2</span>
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<div>
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<p class="font-medium text-gray-800">2028年后：青训体系成熟</p>
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<p class="text-sm text-gray-600">区域联赛或成为职业俱乐部人才库，提升共创草坪、金陵体育的长期需求</p>
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</div>
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</li>
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</ul>
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</div>
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</div>
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</div>
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</div>
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<!-- 关联股票数据 -->
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<div class="card bg-white rounded-xl card-shadow mb-8">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-chart-bar text-green-600 mr-3"></i>关联股票数据分析
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</h2>
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<!-- 川超联赛股票 -->
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<div class="mb-8">
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<h3 class="text-xl font-semibold text-gray-700 mb-4 flex items-center">
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<i class="fas fa-flag text-blue-500 mr-2"></i>川超联赛(250612)
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</h3>
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<div class="table-container">
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<table class="min-w-full divide-y divide-gray-200">
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<thead class="bg-gray-50">
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<tr>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票名称</th>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">分类</th>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">行业</th>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">项目</th>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">实际控制人</th>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">关联原因</th>
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</tr>
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</thead>
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<tbody class="bg-white divide-y divide-gray-200">
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<tr class="hover:bg-gray-50">
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<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">川网传媒</td>
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<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">四川传媒</td>
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<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">新媒体服务</td>
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<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">网站综合传播</td>
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<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">四川省宣传部</td>
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<td class="px-4 py-3 text-sm text-gray-500">公司主营新媒体服务，网站综合传播力位居四川第一</td>
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</tr>
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<tr class="hover:bg-gray-50">
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<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">博瑞传播</td>
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<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">四川传媒</td>
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<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">现代媒体业务</td>
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<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">赛事整合营销、媒体资源运营</td>
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<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">成都国资委</td>
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<td class="px-4 py-3 text-sm text-gray-500">经营媒体包括高速大牌、公交车身、门户网站平台、垂类新媒体直播等</td>
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</tr>
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<tr class="hover:bg-gray-50">
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<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">思美传媒</td>
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<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">四川传媒</td>
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<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">媒体资源布局</td>
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<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">数字化媒体核心媒体合作伙伴</td>
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<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">四川国资委</td>
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<td class="px-4 py-3 text-sm text-gray-500">拥有矩阵化媒体资源，长期合作头部数字化媒体平台</td>
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</tr>
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<tr class="hover:bg-gray-50">
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<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">天府文投</td>
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<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">四川文体旅游</td>
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<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">泛文旅体产业融合发展</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">综合体育场馆运营、体育赛事</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">成都国资委</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">定位于国内泛文旅体产业融合发展，主营体育业务</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">峨眉山A</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">四川文体旅游</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">旅游服务</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">体育赛事组织、滑雪茶啤</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">乐山国资委</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">经营峨眉山景区，推出峨眉雪芽茶啤，与足球俱乐部战略合作</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">红旗连锁</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">四川零售</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">便利超市连锁</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">成都社区零售</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">四川国资委</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">主营业务为便利超市连锁，成都社区收入占比较高</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">茂业商业</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">四川零售</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">零售门店</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">成都核心商圈零售</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">四川国资委</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">公司在成都拥有核心商圈零售门店</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">流金科技</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">北交所</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">电视频道播出渠道</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">省级卫视频道运营</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">为30余家省级卫视提供播出渠道服务，承担欧洲杯转播监测</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">倍益康</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">北交所</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">康复服务</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">运动康复服务</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">为运动员提供康复服务，筋膜枪专利全球第一，推出理疗机器人</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">绿茵生态</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">足球器材</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">草坪建设</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">涉及足球场草坪建设及相关器材产业链合作</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 足球-苏超联赛、体彩股票 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4 flex items-center">
|
||
<i class="fas fa-flag text-green-500 mr-2"></i>足球-苏超联赛、体彩(250610)
|
||
</h3>
|
||
<div class="table-container">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票名称</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">行业</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">项目</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产业链</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">共创草坪</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">人造草坪</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">全球人造草坪龙头</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">上游材料</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">2023年全球市场占有率16.7%</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">宿迁联盛</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">人造草坪</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">光稳定剂供应商</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">上游添加剂</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">公司光稳定剂用于人造草坪添加剂，共创草坪为公司客户</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">金陵体育</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">产品/器材</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">球类器械</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">体育器材</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">球类器械营收占比44%</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">康力源</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">产品/器材</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">足球/篮球/乒乓球拍</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">大众消费品</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">公司有足球、篮球、乒乓球拍等大众消费文娱体育用品</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">英派斯</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">产品/器材</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">可移动足球场地设施</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">场地设施</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">-</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">雷曼光电</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">产品/器材</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">足球赛场LED产品</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">LED显示</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">具备多年足球赛场LED产品服务与运维经验，曾签约中超联赛</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">双象股份</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">材料</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">高端足球皮革</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">上游材料</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">中高端足球皮革市占率国内第一，超70%</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">安利股份</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">材料</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">足球合成革材料</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">上游材料</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">足球合成革材料供应商，营收占比较小</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">致欧科技</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">球门</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">足球门</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">器材制造</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">公司产品包括足球门</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">三柏硕</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">球门</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">足球门</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">器材制造</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">公司产品包括足球门</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">星辉娱乐</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">俱乐部</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">中超球队股权</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">俱乐部运营</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">子公司互动娱乐收购西班牙人，营收占比16%</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">棕榈股份</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">俱乐部</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">俱乐部出售</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">俱乐部运营</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">已出售俱乐部</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">四川双马</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">俱乐部</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">俱乐部转让</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">俱乐部运营</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">俱乐部已转让</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">莱茵体育</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">其他公司</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">足球学校合作</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">足球教育</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">2015年曾公告合作创办足球学校，2024年互动称未涉及足球相关业务</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">粤传媒</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">其他公司</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">彩票业务</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">彩票</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">子公司拥有《足球》报、篮球先锋报；孙公司"云彩彩票"业务暂未运行</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">鸿博股份</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">彩票</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">中体产业</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">彩票</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">-</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">安妮股份</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">彩票</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">中体产业</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">彩票</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">-</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">东港股份</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">彩票</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">中体产业</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">彩票</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">-</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">松炀资源</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">彩票</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">红旗连锁</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">彩票</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">-</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 风险与投资启示 -->
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-8 mb-8">
|
||
<!-- 潜在风险 -->
|
||
<div class="card bg-white rounded-xl card-shadow hover-scale">
|
||
<div class="card-body p-6">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-red-600 mr-3"></i>潜在风险与挑战
|
||
</h2>
|
||
<div class="space-y-4">
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0">
|
||
<div class="flex items-center justify-center h-6 w-6 rounded-md bg-red-100 text-red-600">
|
||
<i class="fas fa-microchip text-sm"></i>
|
||
</div>
|
||
</div>
|
||
<div class="ml-3">
|
||
<h3 class="text-sm font-medium text-gray-900">技术风险</h3>
|
||
<p class="mt-1 text-sm text-gray-500">AI训练系统（苏州方案）若落地不及预期，将削弱"体教融合"卖点。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0">
|
||
<div class="flex items-center justify-center h-6 w-6 rounded-md bg-red-100 text-red-600">
|
||
<i class="fas fa-coins text-sm"></i>
|
||
</div>
|
||
</div>
|
||
<div class="ml-3">
|
||
<h3 class="text-sm font-medium text-gray-900">商业化风险</h3>
|
||
<p class="mt-1 text-sm text-gray-500">区域联赛依赖政府补贴，若财政收缩（如2025年地方债压力），赛事规模可能缩水。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0">
|
||
<div class="flex items-center justify-center h-6 w-6 rounded-md bg-red-100 text-red-600">
|
||
<i class="fas fa-balance-scale text-sm"></i>
|
||
</div>
|
||
</div>
|
||
<div class="ml-3">
|
||
<h3 class="text-sm font-medium text-gray-900">政策风险</h3>
|
||
<p class="mt-1 text-sm text-gray-500">职业联赛改革若推迟（如CFL承办细则难产），将打击市场预期。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0">
|
||
<div class="flex items-center justify-center h-6 w-6 rounded-md bg-red-100 text-red-600">
|
||
<i class="fas fa-info-circle text-sm"></i>
|
||
</div>
|
||
</div>
|
||
<div class="ml-3">
|
||
<h3 class="text-sm font-medium text-gray-900">信息矛盾</h3>
|
||
<p class="mt-1 text-sm text-gray-500">新闻强调"青少年培养"，但关联公司（如莱茵体育）实际业务剥离，需警惕"政策-业务"脱节。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 投资启示 -->
|
||
<div class="card bg-white rounded-xl card-shadow hover-scale">
|
||
<div class="card-body p-6">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-lightbulb text-yellow-600 mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
<div class="mb-4">
|
||
<h3 class="font-semibold text-gray-800 mb-2">阶段判断</h3>
|
||
<p class="text-sm text-gray-600">当前处于<strong class="text-yellow-600">政策主题炒作期</strong>，需等待赛事数据（上座率、企业ROI）验证基本面。</p>
|
||
</div>
|
||
|
||
<div class="mb-4">
|
||
<h3 class="font-semibold text-gray-800 mb-2">投资方向</h3>
|
||
<div class="space-y-2">
|
||
<div class="bg-yellow-50 p-3 rounded-lg">
|
||
<p class="text-sm font-medium text-gray-800">短期</p>
|
||
<p class="text-sm text-gray-600"><span class="font-medium">川网传媒</span>（赛事转播权）、<span class="font-medium">共创草坪</span>（场地建设订单）</p>
|
||
</div>
|
||
<div class="bg-green-50 p-3 rounded-lg">
|
||
<p class="text-sm font-medium text-gray-800">长期</p>
|
||
<p class="text-sm text-gray-600"><span class="font-medium">峨眉山A</span>（文旅融合标杆），若湘超/苏超形成"赛事+旅游"闭环，估值有望重估</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="font-semibold text-gray-800 mb-2">关键跟踪指标</h3>
|
||
<ul class="text-sm text-gray-600 space-y-1">
|
||
<li>• <strong>赛事数据</strong>：2025年湘超/苏超场均上座率（需突破<strong>1万人</strong>才能支撑商业化）</li>
|
||
<li>• <strong>企业反馈</strong>：洋河股份、大亚圣象是否在财报中披露冠名带来的销售增量</li>
|
||
<li>• <strong>政策信号</strong>：广州CFL承办细则是否明确"社会资本参与比例"</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 粒子效果脚本 -->
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
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<script>
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document.addEventListener('DOMContentLoaded', function() {
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tsParticles.load("particles-js", {
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particles: {
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||
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|
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},
|
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|
||
value: "#10b981"
|
||
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|
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|
||
type: "circle"
|
||
},
|
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|
||
value: 0.5,
|
||
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|
||
},
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|
||
value: 3,
|
||
random: true
|
||
},
|
||
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|
||
enable: true,
|
||
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|
||
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|
||
random: true,
|
||
straight: false,
|
||
out_mode: "out",
|
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bounce: false
|
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|
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});
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</script>
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</body>
|
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</html>
|
||
``` |