2024产业链视角看A股.R

Stocks_ZZ<-read_excel('//Users//wulixin//Desktop//中证股息率与市净率.xls',sheet="个股数据")
Stocks_C<-Stocks_ZZ%>%select("证券名称","一级行业名称","三级行业名称","四级行业名称")            
colnames(Stocks_C)<-c("name","industry_1","industry_3","industry_4")

df_all<-stocks_names%>%left_join(Stocks_C)
colnames(stocks_names)

FDC_DD<-read_excel("//Users//wulixin//Desktop//2024短线操盘辟邪剑谱之六大产业链.xlsx",sheet="房地产产业链")

ZNQC_DD<-read_excel("//Users//wulixin//Desktop//2024短线操盘辟邪剑谱之六大产业链.xlsx",sheet="智能汽车产业链")

TGY_DD<-read_excel("//Users//wulixin//Desktop//2024短线操盘辟邪剑谱之六大产业链.xlsx",sheet="特高压产业链")

DZSW_DD<-read_excel("//Users//wulixin//Desktop//2024短线操盘辟邪剑谱之六大产业链.xlsx",sheet="电子商务产业链")

QYDC_DD<-read_excel("//Users//wulixin//Desktop//2024短线操盘辟邪剑谱之六大产业链.xlsx",sheet="区域地产")

XP_DD<-rbind(FDC_DD,ZNQC_DD,TGY_DD,DZSW_DD,QYDC_DD)

colnames(XP_DD)
colnames(ZNQC_DD)
unique(ZNQC_DD$区域)
###################################
# 智能汽车产业链研究
DF_ALL<-ZNQC_DD%>%filter()
#######################################

DF_ALL<-XP_DD%>%filter(区域 %in% c('广东','吉林','湖北','江苏','浙江','上海','天津','北京','陕西','四川','重庆','广西','海南','河北'))%>%left_join(Stocks_C)
####智能汽车产业链

DF_ALL<-df_all%>%filter(name %in% c('北斗星通','合众思壮','银江技术','金溢科技','德赛西威','华域汽车','广汽集团','中心通讯','东风汽车',
                                   '兆易创新','北京君正','全志科技','四维图新','万通发展','亨通光电','信维通信','剑桥科技','创意信息',
                                   '和而泰','共进股份','红相股份','金信诺','海特高新','盛路通信','国博电子','中瓷电子','探维科技',
                                   '法雷奥','图达通','禾赛科技','唯捷创芯','协和电子','雷电微力','武汉凡谷','锐明技术','千方科技','华天科技',
                                   '铖昌科技','欧菲光','信维通信','环旭电子','中英科技','雷科防务','保隆科技','亚太股份','威孚高科'))%>%left_join(Stocks_C)

DF_ALL
#df_all$Time<-as.numeric(today()-ymd(df_all$list_date))

DF_ALL$LIST_DAY<-ymd(today()-days(DF_ALL$上市时间))


##时间筛选   注册制以来的表现
head(DF_ALL$LIST_DAY)

ZCZ_DF_ALL<-DF_ALL%>%filter(LIST_DAY>ymd('20190612'))

## 智能汽车产业链研究
ZCZ_DF_ALL<-DF_ALL

#%>%filter(LIST_DAY>ymd('20190612'))



lvl_opts <-  list(
  list(
    level = 1,
    borderWidth = 2,
    borderColor = "brown",
    dataLabels = list(
      enabled = TRUE,
      align = "left",
      verticalAlign = "top",
      style = list(
        fontSize = "25px", 
        textOutline = FALSE,
        color = "red",
        fontWeight = "bold"
      )
    )
  ),
  list(
    level = 2,
    borderWidth = 2,
    borderColor = "white",
    colorVariation = list(key = "brightness", to = 0.250),
    dataLabels = list(enabled = TRUE,align = "right",
                      verticalAlign = "bottom",
                      style = list(fontSize = "19px",
                                   textOutline = FALSE, 
                                   color = "red", 
                                   fontWeight = "blod")
    )
  ),
  list(
    level = 3,
    borderWidth = 2,
    borderColor = "brown",
    colorVariation = list(key = "brightness", to = 0.50),
    dataLabels = list(enabled = TRUE,
                      style = list(fontSize = "18px",
                                   textOutline = FALSE, 
                                   color = "white", 
                                   fontWeight = "normal")
    )
  )
)



ZCZ_DF_ALL<-ZCZ_DF_ALL%>%left_join(dataprices)


treemap_data3 <- ZCZ_DF_ALL%>%
  mutate(category = gsub(" ", "-",industry_3),
         subcategory = gsub(" ", "-",industry_4),
         ratio=as.numeric(游资偏好度),
         Volume=as.numeric(爆发力)) %>%
  select(category,subcategory,公司名称,Volume,ratio)

pkmn_min <- treemap_data3 %>% 
  select(category,subcategory,公司名称) %>%
  mutate(category = stringr::str_to_title(category)) %>% 
  mutate(subcategory= ifelse(is.na(subcategory), category, paste(category, "智能汽车产业链", subcategory))) %>%
  mutate(val = 1)


hchart(
  data_to_hierarchical(treemap_data3,c("category","subcategory","公司名称"), 
                       size=Volume, colors = rev(viridis(4))),type = "treemap",
  allowDrillToNode = TRUE,tooltip = list(valueDecimals = FALSE),levels = lvl_opts) %>% 
  hc_chart(
    style = list(fontFamily = "Gloria Hallelujah")) %>% 
  hc_title(text = "注册制以来小盘股产业链——行业分布",
           style = list(fontFamily = "Gloria Hallelujah",fontSize = "50px", color = "red", fontWeight = "bold")) %>% 
  hc_size(height = 950,width = 1580)%>%
  hc_add_theme(hc_theme_sandsignika())

hchart(
  data_to_hierarchical(treemap_data3,c("category","subcategory","公司名称"), 
                       size=Volume, colors = rev(viridis(4))),type = "treemap",
  allowDrillToNode = TRUE,tooltip = list(valueDecimals = FALSE),levels = lvl_opts) %>% 
  hc_chart(
    style = list(fontFamily = "Gloria Hallelujah")) %>% 
  hc_title(text = "智能汽车产业链区域——产业链上中下游",
           style = list(fontFamily = "Gloria Hallelujah",fontSize = "50px", color = "red", fontWeight = "bold")) %>% 
  hc_size(height = 950,width = 1580)%>%
  hc_add_theme(hc_theme_sandsignika())


###########汽车产业链

treemap_data3 <- ZCZ_DF_ALL%>%
  mutate(category = gsub(" ", "-",industry_3),
         subcategory = gsub(" ", "-",industry_4),
         ratio=as.numeric(close),
         Volume=as.numeric(amount)) %>%
  select(category,subcategory,name,Volume,ratio)

pkmn_min <- treemap_data3 %>% 
  select(category,subcategory,name) %>%
  mutate(category = stringr::str_to_title(category)) %>% 
  mutate(subcategory= ifelse(is.na(subcategory), category, paste(category, "智能汽车产业链", subcategory))) %>%
  mutate(val = 1)


hchart(
  data_to_hierarchical(treemap_data3,c("category","subcategory",name), 
                       size=Volume, colors = rev(viridis(4))),type = "treemap",
  allowDrillToNode = TRUE,tooltip = list(valueDecimals = FALSE),levels = lvl_opts) %>% 
  hc_chart(
    style = list(fontFamily = "Gloria Hallelujah")) %>% 
  hc_title(text = "核心高利润零部件平台企业",
           style = list(fontFamily = "Gloria Hallelujah",fontSize = "50px", color = "red", fontWeight = "bold")) %>% 
  hc_size(height = 950,width = 1580)%>%
  hc_add_theme(hc_theme_sandsignika())