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"balance", "name": "资产负债", "chartRefs": ["moutai-balance-annual", "moutai-balance-quarterly"] }, { "id": "classified-revenue", "name": "分类营收", "chartRefs": ["moutai-product-annual", "moutai-channel-annual", "moutai-classified-product-quarterly", "moutai-classified-channel-quarterly", "moutai-classified-product-cumulative", "moutai-classified-channel-cumulative", "moutai-revenue-composition-halfyear"] }, { "id": "operations", "name": "产能与渠道", "chartRefs": ["moutai-liquor-industry-output", "moutai-base-wine-volume", "moutai-ton-price", "moutai-distributors"] }, { "id": "price-shareholder", "name": "价格与股东回报", "chartRefs": ["moutai-flying-price", "moutai-price-adjustment", "moutai-dividend"] } ] }, { "id": "catl", "name": "宁德时代", "chartCatalog": { "catl-unit-economics": { "key": "catl-unit-economics", "title": "动力电池单 Wh 经济性", "csv": "data/catl/catl_unit_economics.csv", "height": 700, "filename": "宁德时代动力电池单Wh经济性" }, "catl-volume-gp": { "key": "catl-volume-gp", "title": "动力电池销量与单 Wh 毛利", "csv": "data/catl/catl_unit_economics.csv", "height": 700, "filename": "宁德时代销量与单Wh毛利" }, "peer-install": { "key": "peer-install", "title": "Top5 动力电池装车量走势", "csv": "data/catl/catl_peer_install.csv", "height": 700, "filename": "Top5动力电池装车量走势" }, "peer-utilization": { "key": "peer-utilization", "title": "Top5 动力电池产能利用率", "csv": "data/catl/catl_peer_utilization.csv", "height": 700, "filename": "Top5动力电池产能利用率" }, "peer-share": { "key": "peer-share", "title": "Top5 动力电池全球市占率走势", "csv": "data/catl/catl_peer_install_share.csv", "height": 700, "filename": "Top5动力电池全球市占率走势" }, "peer-gp-per-wh": { "key": "peer-gp-per-wh", "title": "Top6 动力电池单 Wh 毛利走势", "csv": "data/catl/catl_peer_gp_per_wh.csv", "height": 720, "filename": "Top6动力电池单Wh毛利走势" }, "peer-asp": { "key": "peer-asp", "title": "Top6 动力电池 ASP 对比", "csv": "data/catl/catl_peer_asp.csv", "height": 700, "filename": "Top6动力电池ASP对比" }, "peer-margin": { "key": "peer-margin", "title": "Top6 毛利率与营业利润率", "csv": "data/catl/catl_peer_margin.csv", "height": 700, "filename": "Top6毛利率与营业利润率" }, "peer-2026h1": { "key": "peer-2026h1", "title": "2026H1 单 Wh 毛利与盈利能力", "csv": "data/catl/catl_peer_2026h1.csv", "height": 700, "filename": "2026H1单Wh毛利与盈利能力" }, "peer-gp-gap": { "key": "peer-gp-gap", "title": "宁德 vs 二线厂均值:单 Wh 毛利差距", "csv": "data/catl/catl_peer_gp_gap.csv", "height": 700, "filename": "宁德vs二线厂单Wh毛利差距" }, "peer-gp-change": { "key": "peer-gp-change", "title": "单 Wh 毛利:2026H1 vs 2023", "csv": "data/catl/catl_peer_gp_change.csv", "height": 700, "filename": "单Wh毛利2026H1对比2023" }, "global-cr": { "key": "global-cr", "title": "全球装车量集中度 CR3 / CR5 / CR10", "csv": "data/catl/global_top10_share.csv", "height": 700, "filename": "全球动力电池装车量集中度" }, "global-top10": { "key": "global-top10", "title": "2026H1 全球装车量前十与同比增速", "csv": "data/catl/global_top10_2026h1.csv", "height": 720, "filename": "2026H1全球装车量前十与同比增速" }, "global-region-share": { "key": "global-region-share", "title": "中日韩厂商全球份额结构", "csv": "data/catl/global_region_share.csv", "height": 700, "filename": "中日韩厂商全球份额结构" } }, "tabs": [ { "id": "unit-economics", "name": "单位经济", "chartRefs": ["catl-unit-economics", "catl-volume-gp"] }, { "id": "peer", "name": "同业对比", "chartRefs": ["peer-install", "peer-utilization", "peer-share", "global-cr", "global-top10", "global-region-share", "peer-gp-per-wh", "peer-asp", "peer-margin", "peer-2026h1", "peer-gp-gap", "peer-gp-change"] } ] }, { "id": "sweet-spot", "name": "甜蜜击球区", "chartCatalog": { "sweet-catl-price-pe": { "key": "sweet-catl-price-pe", "title": "股价 → 2026E PE 对照", "csv": "data/sweetspot/catl_price_pe.csv", "height": 740, "filename": "宁德时代股价PE对照" }, "sweet-catl-net-cash": { "key": "sweet-catl-net-cash", "title": "净现金让 PE 便宜了多少", "csv": "data/sweetspot/catl_price_pe.csv", "height": 740, "filename": "宁德时代净现金与PE" }, "sweet-catl-any-price": { "key": "sweet-catl-any-price", "title": "任意股价试算:三年预期年化收益", "csv": "data/sweetspot/catl_price_returns.csv", "height": 740, "filename": "宁德时代任意股价试算" } }, "tabs": [ { "id": "catl", "name": "宁德时代", "chartRefs": ["sweet-catl-price-pe", "sweet-catl-net-cash", "sweet-catl-any-price"] } ] }, { "id": "brk", "name": "巴菲特致股东信", "chartCatalog": { "brk-holdings": { "key": "brk-holdings", "title": "1988–1997 年主要持仓变动", "csv": "data/brk/brk_holdings.csv", "height": 860, "filename": "伯克希尔1988-1997主要持仓变动" } }, "tabs": [ { "id": "holdings", "name": "主要持仓", "chartRefs": ["brk-holdings"] } ] }, { "id": "demo", "name": "示例", "chartCatalog": { "demo-inventory": { "key": "demo-inventory", "title": "存货、营收与存货周转天数", "csv": "data/demo/inventory.csv", "height": 620, "filename": "存货与周转天数" }, "demo-margin": { "key": "demo-margin", "title": "利润率与费用率拆解", "csv": "data/demo/margin.csv", "height": 620, "filename": "利润率与费用率拆解" }, "demo-twoline": { "key": "demo-twoline", "title": "毛利率与非国际净利率", "csv": "data/demo/margin.csv", "height": 620, "filename": "毛利率与非国际净利率" }, "demo-growth": { "key": "demo-growth", "title": "营收到利润的增速对比", "csv": "data/demo/growth.csv", "height": 700, "filename": "营收到利润的增速对比" }, "demo-fx": { "key": "demo-fx", "title": "人民币汇率两种口径", "csv": "data/demo/fx.csv", "height": 780, "filename": "人民币汇率两种口径" } }, "tabs": [ { "id": "operations", "name": "营运", "chartRefs": ["demo-inventory"] }, { "id": "profitability", "name": "盈利能力", "chartRefs": ["demo-margin", "demo-twoline"] }, { "id": "growth", "name": "成长性", "chartRefs": ["demo-growth"] }, { "id": "market", "name": "汇率", "chartRefs": ["demo-fx"] } ] } ] }