R524809
156 lines
26 KiB
JSON
156 lines
26 KiB
JSON
{
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"companies": [
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{
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"id": "ppmt",
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"name": "泡泡玛特",
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"chartCatalog": {
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"ppmt-profit": { "key": "ppmt-profit", "title": "盈利能力", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_profit.csv", "annual": "data/ppmt/ppmt_profit_annual.csv", "halfyear": "data/ppmt/ppmt_profit_halfyear.csv" }, "height": 680, "filename": "泡泡玛特盈利能力" },
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"ppmt-sankey": { "key": "ppmt-sankey", "title": "利润流向", "csv": "data/ppmt/ppmt_sankey_2026h1.csv", "height": 800, "filename": "泡泡玛特利润流向2026H1" },
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"ppmt-growth": { "key": "ppmt-growth", "title": "营收到利润的增速对比", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_growth.csv", "annual": "data/ppmt/ppmt_growth_annual.csv", "halfyear": "data/ppmt/ppmt_growth_halfyear.csv" }, "height": 700, "filename": "泡泡玛特营收到利润增速对比" },
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"ppmt-core-profit": { "key": "ppmt-core-profit", "title": "核心利润及同比增速", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_core_profit.csv", "annual": "data/ppmt/ppmt_core_profit_annual.csv", "halfyear": "data/ppmt/ppmt_core_profit_halfyear.csv" }, "height": 720, "filename": "泡泡玛特核心利润及同比增速" },
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"ppmt-core-margin": { "key": "ppmt-core-margin", "title": "核心利润率", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_core_margin.csv", "annual": "data/ppmt/ppmt_core_margin_annual.csv", "halfyear": "data/ppmt/ppmt_core_margin_halfyear.csv" }, "height": 680, "filename": "泡泡玛特核心利润率" },
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"ppmt-bridge": { "key": "ppmt-bridge", "title": "净利率同比拆解", "csv": "data/ppmt/ppmt_margin_bridge.csv", "height": 700, "filename": "泡泡玛特净利率同比拆解" },
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"ppmt-margins": { "key": "ppmt-margins", "title": "利润率与费用率拆解", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_margins.csv", "annual": "data/ppmt/ppmt_margins_annual.csv", "halfyear": "data/ppmt/ppmt_margins_halfyear.csv" }, "height": 680, "filename": "泡泡玛特利润率与费用率拆解" },
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"ppmt-assets": { "key": "ppmt-assets", "title": "资产结构演变", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_assets.csv", "annual": "data/ppmt/ppmt_assets_annual.csv", "halfyear": "data/ppmt/ppmt_assets_halfyear.csv" }, "height": 680, "filename": "泡泡玛特资产结构" },
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"ppmt-inventory": { "key": "ppmt-inventory", "title": "存货余额及同比", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_inventory.csv", "annual": "data/ppmt/ppmt_inventory_annual.csv", "halfyear": "data/ppmt/ppmt_inventory_halfyear.csv" }, "height": 680, "filename": "泡泡玛特存货余额及同比" },
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"ppmt-ip": { "key": "ppmt-ip", "title": "主要 IP 收入趋势", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_ip.csv", "annual": "data/ppmt/ppmt_ip_annual.csv", "halfyear": "data/ppmt/ppmt_ip_halfyear.csv" }, "height": 720, "filename": "泡泡玛特IP收入趋势" },
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"ppmt-ip-share": { "key": "ppmt-ip-share", "title": "主要 IP 收入占比", "csv": "data/ppmt/ppmt_ip_share_2026h1.csv", "height": 720, "filename": "泡泡玛特IP收入占比2026H1" },
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"ppmt-ip-share-history": { "key": "ppmt-ip-share-history", "title": "各 IP 半年收入占比", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_ip_share_history.csv", "annual": "data/ppmt/ppmt_ip_share_history_annual.csv", "halfyear": "data/ppmt/ppmt_ip_share_history_halfyear.csv" }, "height": 700, "filename": "泡泡玛特各IP半年收入占比" },
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"ppmt-ip-ex-monsters": { "key": "ppmt-ip-ex-monsters", "title": "除 THE MONSTERS 外的 IP 收入及同比", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_ip_ex_monsters.csv", "annual": "data/ppmt/ppmt_ip_ex_monsters_annual.csv", "halfyear": "data/ppmt/ppmt_ip_ex_monsters_halfyear.csv" }, "height": 700, "filename": "泡泡玛特除MONSTERS外IP收入及同比" },
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"ppmt-category": { "key": "ppmt-category", "title": "品类收入结构", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_category.csv", "annual": "data/ppmt/ppmt_category_annual.csv", "halfyear": "data/ppmt/ppmt_category_halfyear.csv" }, "height": 680, "filename": "泡泡玛特品类结构" },
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"ppmt-region-yoy": { "key": "ppmt-region-yoy", "title": "区域渠道同比增速", "csv": "data/ppmt/ppmt_region_channel_yoy.csv", "height": 620, "filename": "泡泡玛特区域渠道同比增速" },
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"ppmt-region-yoy-timeseries": { "key": "ppmt-region-yoy-timeseries", "title": "区域渠道同比增速趋势", "csv": "data/ppmt/ppmt_region_channel_yoy_timeseries.csv", "height": 760, "filename": "泡泡玛特区域渠道同比增速趋势" },
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"ppmt-cash-conversion": { "key": "ppmt-cash-conversion", "title": "经营现金流与净利润", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_cash_conversion.csv", "annual": "data/ppmt/ppmt_cash_conversion_annual.csv", "halfyear": "data/ppmt/ppmt_cash_conversion_halfyear.csv" }, "height": 700, "filename": "泡泡玛特经营现金流与净利润" },
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"ppmt-liquidity-working-capital": { "key": "ppmt-liquidity-working-capital", "title": "现金、负债与净营运资本", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_liquidity_working_capital.csv", "annual": "data/ppmt/ppmt_liquidity_working_capital_annual.csv", "halfyear": "data/ppmt/ppmt_liquidity_working_capital_halfyear.csv" }, "height": 720, "filename": "泡泡玛特现金负债与净营运资本" },
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"ppmt-cashflow-composition": { "key": "ppmt-cashflow-composition", "title": "三大现金流与现金净增加", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_cashflow_composition.csv", "annual": "data/ppmt/ppmt_cashflow_composition_annual.csv", "halfyear": "data/ppmt/ppmt_cashflow_composition_halfyear.csv" }, "height": 700, "filename": "泡泡玛特三大现金流与现金净增加" },
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"ppmt-working-capital-days": { "key": "ppmt-working-capital-days", "title": "营运资本效率", "csv": "data/ppmt/ppmt_working_capital_days.csv", "height": 700, "filename": "泡泡玛特营运资本效率" },
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"ppmt-expense-structure": { "key": "ppmt-expense-structure", "title": "费用结构与费用率", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_expense_structure.csv", "annual": "data/ppmt/ppmt_expense_structure_annual.csv", "halfyear": "data/ppmt/ppmt_expense_structure_halfyear.csv" }, "height": 700, "filename": "泡泡玛特费用结构与费用率" },
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"ppmt-channel-revenue": { "key": "ppmt-channel-revenue", "title": "渠道收入结构与增速", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_channel_revenue.csv", "annual": "data/ppmt/ppmt_channel_revenue_annual.csv", "halfyear": "data/ppmt/ppmt_channel_revenue_halfyear.csv" }, "height": 720, "filename": "泡泡玛特渠道收入结构与增速" },
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"ppmt-channel-share": { "key": "ppmt-channel-share", "title": "渠道收入占比", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_channel_share.csv", "annual": "data/ppmt/ppmt_channel_share_annual.csv", "halfyear": "data/ppmt/ppmt_channel_share_halfyear.csv" }, "height": 680, "filename": "泡泡玛特渠道收入占比" },
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"ppmt-channel-share-china": { "key": "ppmt-channel-share-china", "title": "中国区渠道收入占比", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_channel_share_china.csv", "annual": "data/ppmt/ppmt_channel_share_china_annual.csv", "halfyear": "data/ppmt/ppmt_channel_share_china_halfyear.csv" }, "height": 680, "filename": "泡泡玛特中国区渠道收入占比" },
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"ppmt-channel-share-apac": { "key": "ppmt-channel-share-apac", "title": "亚太区渠道收入占比", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_channel_share_apac.csv", "annual": "data/ppmt/ppmt_channel_share_apac_annual.csv", "halfyear": "data/ppmt/ppmt_channel_share_apac_halfyear.csv" }, "height": 680, "filename": "泡泡玛特亚太区渠道收入占比" },
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"ppmt-channel-share-americas": { "key": "ppmt-channel-share-americas", "title": "美洲区渠道收入占比", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_channel_share_americas.csv", "annual": "data/ppmt/ppmt_channel_share_americas_annual.csv", "halfyear": "data/ppmt/ppmt_channel_share_americas_halfyear.csv" }, "height": 680, "filename": "泡泡玛特美洲区渠道收入占比" },
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"ppmt-channel-share-europe": { "key": "ppmt-channel-share-europe", "title": "欧洲及其他区渠道收入占比", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_channel_share_europe.csv", "annual": "data/ppmt/ppmt_channel_share_europe_annual.csv", "halfyear": "data/ppmt/ppmt_channel_share_europe_halfyear.csv" }, "height": 680, "filename": "泡泡玛特欧洲及其他区渠道收入占比" },
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"ppmt-channel-amount-china": { "key": "ppmt-channel-amount-china", "title": "中国区渠道收入金额", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_channel_amount_china.csv", "annual": "data/ppmt/ppmt_channel_amount_china_annual.csv", "halfyear": "data/ppmt/ppmt_channel_amount_china_halfyear.csv" }, "height": 680, "filename": "泡泡玛特中国区渠道收入金额" },
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"ppmt-channel-amount-apac": { "key": "ppmt-channel-amount-apac", "title": "亚太区渠道收入金额", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_channel_amount_apac.csv", "annual": "data/ppmt/ppmt_channel_amount_apac_annual.csv", "halfyear": "data/ppmt/ppmt_channel_amount_apac_halfyear.csv" }, "height": 680, "filename": "泡泡玛特亚太区渠道收入金额" },
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"ppmt-channel-amount-americas": { "key": "ppmt-channel-amount-americas", "title": "美洲区渠道收入金额", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_channel_amount_americas.csv", "annual": "data/ppmt/ppmt_channel_amount_americas_annual.csv", "halfyear": "data/ppmt/ppmt_channel_amount_americas_halfyear.csv" }, "height": 680, "filename": "泡泡玛特美洲区渠道收入金额" },
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"ppmt-channel-amount-europe": { "key": "ppmt-channel-amount-europe", "title": "欧洲及其他区渠道收入金额", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_channel_amount_europe.csv", "annual": "data/ppmt/ppmt_channel_amount_europe_annual.csv", "halfyear": "data/ppmt/ppmt_channel_amount_europe_halfyear.csv" }, "height": 680, "filename": "泡泡玛特欧洲及其他区渠道收入金额" },
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"ppmt-stores-retail": { "key": "ppmt-stores-retail", "title": "分地区零售门店数量与同比增速", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_stores_retail.csv", "annual": "data/ppmt/ppmt_stores_retail_annual.csv", "halfyear": "data/ppmt/ppmt_stores_retail_halfyear.csv" }, "height": 680, "filename": "泡泡玛特分地区零售门店数量与同比增速" },
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"ppmt-stores-retail-share": { "key": "ppmt-stores-retail-share", "title": "分地区零售门店数量占比", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_stores_retail_share.csv", "annual": "data/ppmt/ppmt_stores_retail_share_annual.csv", "halfyear": "data/ppmt/ppmt_stores_retail_share_halfyear.csv" }, "height": 680, "filename": "泡泡玛特分地区零售门店数量占比" },
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"ppmt-retail-store-revenue": { "key": "ppmt-retail-store-revenue", "title": "各地区零售店单店收入", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_retail_store_revenue.csv", "annual": "data/ppmt/ppmt_retail_store_revenue_annual.csv", "halfyear": "data/ppmt/ppmt_retail_store_revenue_halfyear.csv" }, "height": 680, "filename": "泡泡玛特各地区零售店单店收入" },
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"ppmt-stores-robot": { "key": "ppmt-stores-robot", "title": "分地区机器人商店数量与同比增速", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_stores_robot.csv", "annual": "data/ppmt/ppmt_stores_robot_annual.csv", "halfyear": "data/ppmt/ppmt_stores_robot_halfyear.csv" }, "height": 680, "filename": "泡泡玛特分地区机器人商店数量与同比增速" },
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"ppmt-robot-store-revenue": { "key": "ppmt-robot-store-revenue", "title": "机器人商店单店收入", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_robot_store_revenue.csv", "annual": "data/ppmt/ppmt_robot_store_revenue_annual.csv", "halfyear": "data/ppmt/ppmt_robot_store_revenue_halfyear.csv" }, "height": 680, "filename": "泡泡玛特机器人商店单店收入" },
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"ppmt-region-share": { "key": "ppmt-region-share", "title": "分地区营收占比", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_region_share.csv", "annual": "data/ppmt/ppmt_region_share_annual.csv", "halfyear": "data/ppmt/ppmt_region_share_halfyear.csv" }, "height": 680, "filename": "泡泡玛特分地区营收占比" }
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},
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"tabs": [
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{ "id": "overview", "name": "概览", "chartRefs": ["ppmt-growth", "ppmt-profit", "ppmt-ip-share"] },
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{ "id": "profitability", "name": "盈利能力", "chartRefs": ["ppmt-growth", "ppmt-core-profit", "ppmt-core-margin", "ppmt-bridge", "ppmt-sankey", "ppmt-cash-conversion", "ppmt-cashflow-composition"] },
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{ "id": "expense", "name": "费用率", "chartRefs": ["ppmt-margins", "ppmt-expense-structure"] },
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{ "id": "balance-sheet", "name": "资产负债", "chartRefs": ["ppmt-assets", "ppmt-inventory", "ppmt-liquidity-working-capital", "ppmt-working-capital-days"] },
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{ "id": "ip-category", "name": "IP 与品类", "chartRefs": ["ppmt-ip", "ppmt-ip-share", "ppmt-ip-share-history", "ppmt-ip-ex-monsters", "ppmt-category"] },
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{ "id": "region-channel", "name": "区域渠道", "chartRefs": ["ppmt-region-yoy", "ppmt-region-yoy-timeseries", "ppmt-channel-revenue", "ppmt-channel-share", "ppmt-channel-share-china", "ppmt-channel-amount-china", "ppmt-channel-share-apac", "ppmt-channel-amount-apac", "ppmt-channel-share-americas", "ppmt-channel-amount-americas", "ppmt-channel-share-europe", "ppmt-channel-amount-europe", "ppmt-stores-retail", "ppmt-stores-retail-share", "ppmt-stores-robot", "ppmt-region-share"] },
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{ "id": "store-revenue", "name": "单店收入", "chartRefs": ["ppmt-retail-store-revenue", "ppmt-robot-store-revenue"] }
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]
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},
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{
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"id": "moutai",
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"name": "贵州茅台",
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"chartCatalog": {
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"moutai-profitability-annual": { "key": "moutai-profitability-annual", "title": "年度盈利能力", "csv": "data/moutai/moutai_profitability_annual.csv", "height": 680, "filename": "贵州茅台年度盈利能力" },
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"moutai-profitability-quarterly": { "key": "moutai-profitability-quarterly", "title": "单季盈利能力", "csv": "data/moutai/moutai_profitability_quarterly.csv", "height": 680, "filename": "贵州茅台单季盈利能力" },
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"moutai-expense-annual": { "key": "moutai-expense-annual", "title": "年度费用结构", "csv": "data/moutai/moutai_expense_annual.csv", "height": 680, "filename": "贵州茅台年度费用结构" },
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"moutai-expense-quarterly": { "key": "moutai-expense-quarterly", "title": "单季费用结构", "csv": "data/moutai/moutai_expense_quarterly.csv", "height": 680, "filename": "贵州茅台单季费用结构" },
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"moutai-balance-annual": { "key": "moutai-balance-annual", "title": "年度资产负债结构", "csv": "data/moutai/moutai_balance_annual.csv", "height": 680, "filename": "贵州茅台年度资产负债结构" },
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"moutai-balance-quarterly": { "key": "moutai-balance-quarterly", "title": "季度资产负债结构", "csv": "data/moutai/moutai_balance_quarterly.csv", "height": 680, "filename": "贵州茅台季度资产负债结构" },
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"moutai-cashflow-annual": { "key": "moutai-cashflow-annual", "title": "年度三大现金流", "csv": "data/moutai/moutai_cashflow_annual.csv", "height": 680, "filename": "贵州茅台年度三大现金流" },
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"moutai-cashflow-quarterly": { "key": "moutai-cashflow-quarterly", "title": "单季三大现金流", "csv": "data/moutai/moutai_cashflow_quarterly.csv", "height": 680, "filename": "贵州茅台单季三大现金流" },
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"moutai-product-annual": { "key": "moutai-product-annual", "title": "年度产品档次营收", "csv": "data/moutai/moutai_product_revenue_annual.csv", "height": 680, "filename": "贵州茅台年度产品档次营收" },
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"moutai-channel-annual": { "key": "moutai-channel-annual", "title": "年度销售渠道营收", "csv": "data/moutai/moutai_channel_revenue_annual.csv", "height": 680, "filename": "贵州茅台年度销售渠道营收" },
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"moutai-classified-product-quarterly": { "key": "moutai-classified-product-quarterly", "title": "单季产品档次营收", "csv": "data/moutai/moutai_classified_revenue_quarterly.csv", "height": 680, "filename": "贵州茅台单季产品档次营收" },
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"moutai-classified-channel-quarterly": { "key": "moutai-classified-channel-quarterly", "title": "单季销售渠道营收", "csv": "data/moutai/moutai_classified_revenue_quarterly.csv", "height": 680, "filename": "贵州茅台单季销售渠道营收" },
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"moutai-classified-product-cumulative": { "key": "moutai-classified-product-cumulative", "title": "累计产品档次营收", "csv": "data/moutai/moutai_classified_revenue_cumulative.csv", "height": 680, "filename": "贵州茅台累计产品档次营收" },
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"moutai-classified-channel-cumulative": { "key": "moutai-classified-channel-cumulative", "title": "累计销售渠道营收", "csv": "data/moutai/moutai_classified_revenue_cumulative.csv", "height": 680, "filename": "贵州茅台累计销售渠道营收" },
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"moutai-revenue-composition-halfyear": { "key": "moutai-revenue-composition-halfyear", "title": "半年度累计营收构成", "csv": "data/moutai/moutai_revenue_composition_halfyear.csv", "height": 680, "filename": "贵州茅台半年度累计营收构成" },
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"moutai-liquor-industry-output": { "key": "moutai-liquor-industry-output", "title": "全国白酒产量", "csv": "data/moutai/moutai_liquor_industry_output.csv", "height": 680, "filename": "全国白酒产量" },
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"moutai-base-wine-volume": { "key": "moutai-base-wine-volume", "title": "基酒产能、产量与销量", "csv": "data/moutai/moutai_base_wine_volume.csv", "height": 680, "filename": "贵州茅台基酒产能产量销量" },
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"moutai-flying-price": { "key": "moutai-flying-price", "title": "飞天茅台年度批价", "csv": "data/moutai/moutai_flying_price.csv", "height": 680, "filename": "飞天茅台年度批价" },
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"moutai-price-adjustment": { "key": "moutai-price-adjustment", "title": "飞天茅台提价记录", "csv": "data/moutai/moutai_price_adjustments.csv", "height": 680, "filename": "飞天茅台提价记录" },
|
||
"moutai-ton-price": { "key": "moutai-ton-price", "title": "产品平均吨价", "csv": "data/moutai/moutai_ton_price.csv", "height": 680, "filename": "贵州茅台产品平均吨价" },
|
||
"moutai-dividend": { "key": "moutai-dividend", "title": "分红与归母净利润", "csv": "data/moutai/moutai_dividend.csv", "height": 680, "filename": "贵州茅台分红与归母净利润" },
|
||
"moutai-distributors": { "key": "moutai-distributors", "title": "经销商数量", "csv": "data/moutai/moutai_distributors.csv", "height": 680, "filename": "贵州茅台经销商数量" }
|
||
},
|
||
"tabs": [
|
||
{ "id": "overview", "name": "概览", "chartRefs": ["moutai-profitability-annual", "moutai-profitability-quarterly", "moutai-product-annual", "moutai-channel-annual"] },
|
||
{ "id": "profitability", "name": "盈利与现金流", "chartRefs": ["moutai-profitability-annual", "moutai-profitability-quarterly", "moutai-expense-annual", "moutai-expense-quarterly", "moutai-cashflow-annual", "moutai-cashflow-quarterly"] },
|
||
{ "id": "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"] }
|
||
]
|
||
}
|
||
]
|
||
}
|