update pay ui
This commit is contained in:
@@ -1,559 +1,409 @@
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<!DOCTYPE html>
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<html lang="zh-CN">
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<html lang="zh-CN" data-theme="night">
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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>光伏行业洞察报告</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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<!-- Nucleo Icons -->
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<link href="https://demos.creative-tim.com/soft-ui-design-system-pro/assets/css/nucleo-icons.css" rel="stylesheet" />
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<link href="https://demos.creative-tim.com/soft-ui-design-system-pro/assets/css/nucleo-svg.css" 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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<!-- CSS Files -->
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<link href="https://demos.creative-tim.com/soft-ui-design-system-pro/assets/css/soft-design-system-pro.css?v=1.2.0" rel="stylesheet" />
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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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<style>
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body {
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font-family: 'Inter', sans-serif;
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background: linear-gradient(135deg, #f5f7fa 0%, #e4e8f0 100%);
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min-height: 100vh;
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}
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.solar-bg {
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position: fixed;
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top: 0;
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left: 0;
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width: 100%;
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height: 100%;
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z-index: -1;
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background: linear-gradient(135deg, #1a365d 0%, #2c5282 50%, #2b6cb0 100%);
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opacity: 0.05;
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}
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.glass-card {
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background: rgba(255, 255, 255, 0.85);
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backdrop-filter: blur(10px);
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border-radius: 16px;
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box-shadow: 0 8px 32px rgba(0, 0, 0, 0.1);
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border: 1px solid rgba(255, 255, 255, 0.2);
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}
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.timeline-item {
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position: relative;
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padding-left: 30px;
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}
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.timeline-item::before {
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content: '';
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position: absolute;
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left: 0;
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top: 8px;
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width: 12px;
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height: 12px;
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border-radius: 50%;
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background: #3b82f6;
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}
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.timeline-item::after {
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content: '';
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position: absolute;
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left: 5px;
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top: 20px;
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width: 2px;
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height: calc(100% + 10px);
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background: #e5e7eb;
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}
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.timeline-item:last-child::after {
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display: none;
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}
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.highlight-text {
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background: linear-gradient(120deg, #3b82f6 0%, #2563eb 100%);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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font-weight: 600;
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}
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.table-container {
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overflow-x: auto;
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max-width: 100%;
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}
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@media (max-width: 768px) {
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.glass-card {
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margin: 10px;
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padding: 15px;
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}
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.table-container {
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font-size: 0.8rem;
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}
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}
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</style>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>光伏行业深度分析报告</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Noto Sans SC', sans-serif;
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background-color: #0c0a09;
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color: #d4d4d8;
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}
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.glass-card {
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background: rgba(23, 23, 23, 0.6);
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backdrop-filter: blur(20px);
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-webkit-backdrop-filter: blur(20px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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transition: all 0.3s ease;
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}
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.glass-card:hover {
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background: rgba(39, 39, 42, 0.7);
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box-shadow: 0 0 30px rgba(0, 255, 255, 0.1);
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transform: translateY(-5px);
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}
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.bento-grid {
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display: grid;
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gap: 1.5rem;
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grid-template-columns: repeat(12, 1fr);
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}
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.bento-item {
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border-radius: 1.5rem;
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padding: 1.5rem;
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overflow: hidden;
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position: relative;
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}
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h1, h2, h3 {
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text-shadow: 0 0 10px rgba(0, 255, 255, 0.3);
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}
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.glow-text {
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color: #22d3ee; /* cyan-400 */
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}
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.highlight-text {
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color: #f472b6; /* pink-400 */
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}
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.key-metric {
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font-size: 1.875rem; /* text-3xl */
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font-weight: 700;
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color: #67e8f9; /* cyan-300 */
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text-shadow: 0 0 15px rgba(103, 232, 249, 0.5);
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}
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.table th, .table td {
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border-bottom: 1px solid rgba(255, 255, 255, 0.1) !important;
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}
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.table thead th {
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background-color: rgba(39, 39, 42, 0.7);
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border-bottom: 2px solid rgba(0, 255, 255, 0.2) !important;
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}
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.disclaimer {
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background: linear-gradient(90deg, rgba(14, 116, 144, 0.3) 0%, rgba(131, 24, 67, 0.3) 100%);
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border: 1px solid rgba(255, 255, 255, 0.1);
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padding: 0.75rem;
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border-radius: 0.75rem;
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font-size: 0.875rem;
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text-align: center;
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}
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</style>
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</head>
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<body>
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<div class="solar-bg"></div>
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- 标题部分 -->
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<div class="glass-card p-8 mb-8">
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<div class="flex items-center mb-4">
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<i class="fas fa-solar-panel text-blue-600 text-3xl mr-4"></i>
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<h1 class="text-3xl font-bold text-gray-800">光伏行业洞察报告</h1>
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</div>
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<p class="text-gray-600 text-lg">深度分析光伏行业现状、发展趋势与投资机会</p>
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<body class="min-h-screen">
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<!-- Background Gradient -->
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<div class="fixed top-0 left-0 w-full h-full -z-10 overflow-hidden">
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<div class="absolute top-[-20%] left-[-20%] w-[60%] h-[60%] bg-purple-600/20 rounded-full filter blur-3xl animate-pulse"></div>
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<div class="absolute bottom-[-20%] right-[-20%] w-[60%] h-[60%] bg-cyan-500/20 rounded-full filter blur-3xl animate-pulse delay-1000"></div>
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<div class="absolute top-[30%] right-[10%] w-[40%] h-[40%] bg-pink-500/10 rounded-full filter blur-3xl animate-pulse delay-2000"></div>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="glass-card p-8 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-clock text-blue-600 mr-3"></i>
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概念事件时间轴
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</h2>
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<div class="grid md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-lg font-semibold text-gray-700 mb-4">背景与催化事件</h3>
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<div class="space-y-4">
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<div class="timeline-item">
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<div class="text-sm text-gray-500 mb-1">2024年12月</div>
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<p class="text-gray-700">中国光伏行业协会发布"灵魂四问"，质疑国家能源集团新疆项目0.6313元/瓦的低价中标，直指行业"内卷式"竞争</p>
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<div class="container mx-auto p-4 md:p-8">
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<header class="text-center mb-8">
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<h1 class="text-4xl md:text-6xl font-bold glow-text mb-4 tracking-widest">光伏 (Photovoltaics)</h1>
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<p class="text-lg text-slate-300">行业深度分析报告</p>
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<div class="mt-4 max-w-4xl mx-auto">
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<p class="disclaimer">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，投资需谨慎。</p>
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</div>
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<div class="timeline-item">
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<div class="text-sm text-gray-500 mb-1">2024年10月</div>
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<p class="text-gray-700">CPIA召开"防止内卷式恶性竞争座谈会"，提出0.68元/瓦为组件成本底线</p>
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</div>
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<div class="timeline-item">
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<div class="text-sm text-gray-500 mb-1">2024年9月</div>
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<p class="text-gray-700">美国《通胀削减法》补贴被指扭曲全球市场，中国光伏行业协会公开抗议</p>
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</div>
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<div class="timeline-item">
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<div class="text-sm text-gray-500 mb-1">2024年8月</div>
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<p class="text-gray-700">金刚光伏200MW异质结项目并网，隆基硅片提价5分/片，释放价格触底信号</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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<h3 class="text-lg font-semibold text-gray-700 mb-4">关键时间节点</h3>
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<div class="overflow-x-auto">
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<table class="w-full text-sm">
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<thead>
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<tr class="bg-blue-50">
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<th class="px-4 py-2 text-left">时间</th>
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<th class="px-4 py-2 text-left">事件</th>
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<th class="px-4 py-2 text-left">影响</th>
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</tr>
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</thead>
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<tbody>
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<tr class="border-b">
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<td class="px-4 py-2">2024.08</td>
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<td class="px-4 py-2">隆基硅片提价</td>
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<td class="px-4 py-2">价格底部确认</td>
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</tr>
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<tr class="border-b">
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<td class="px-4 py-2">2024.09</td>
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<td class="px-4 py-2">美国补贴争议</td>
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<td class="px-4 py-2">出口风险升温</td>
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</tr>
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<tr class="border-b">
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<td class="px-4 py-2">2024.10</td>
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<td class="px-4 py-2">CPIA座谈会+成本底线</td>
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<td class="px-4 py-2">政策托底预期</td>
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</tr>
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<tr class="border-b">
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<td class="px-4 py-2">2024.12</td>
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<td class="px-4 py-2">低价中标"四问"</td>
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<td class="px-4 py-2">供给侧改革催化</td>
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</tr>
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<tr>
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<td class="px-4 py-2">2025.02</td>
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<td class="px-4 py-2">专家纪要：拐点或现于Q2</td>
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<td class="px-4 py-2">盈利修复预期</td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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</div>
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</header>
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<main class="bento-grid">
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<!-- Insight 核心洞见 -->
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<section class="bento-item glass-card col-span-12 lg:col-span-8 row-span-2">
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<h2 class="text-2xl font-bold mb-4 glow-text">核心洞见：供给侧改革下的存量博弈</h2>
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<div class="prose max-w-none text-slate-300">
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<p>光伏行业正处于一轮由极端产能过剩驱动的、市场化与政策引导相结合的供给侧出清周期的中后期。当前的核心驱动力已从过去的需求高增，转变为<strong class="highlight-text">残酷的存量竞争与产能结构优化</strong>。未来潜力将不再是普涨行情，而是高度分化，真正属于具备<strong class="highlight-text">成本优势、技术代差和健康现金流</strong>的龙头企业。</p>
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<h3 class="text-xl font-semibold glow-text mt-6">核心逻辑与市场认知</h3>
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<ul>
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<li><strong>长期基石</strong>: 全球能源转型背景下，光伏LCOE（平准发电成本）已极具竞争力（2023年地面电站0.18元/kWh），是支撑长期需求的基石。</li>
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<li><strong>当前焦点</strong>: <strong class="highlight-text">供给侧改革</strong>。在全行业亏损背景下，企业生存取决于成本、技术和融资能力。“反内卷”、“产能出清”及 <kbd class="kbd kbd-sm">0.68元/W</kbd> 的成本底线，表明市场逻辑已完全转向供给端收缩带来的格局优化和盈利修复。</li>
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<li><strong>市场情绪</strong>: 典型的“<strong class="highlight-text">底部博弈</strong>”特征。乐观者认为最坏时期已过，政策底与市场底已现；谨慎者则对出清速度和政策效力存疑，尤其是路演揭示的“2025年供需比仍高达2:1”，暗示盈利修复将是漫长过程。</li>
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</ul>
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<h3 class="text-xl font-semibold glow-text mt-6">关键催化剂与发展路径</h3>
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<div class="overflow-x-auto">
|
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<table class="table table-sm">
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<thead>
|
||||
<tr>
|
||||
<th>阶段</th>
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||||
<th>时间</th>
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||||
<th>核心事件/催化剂</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
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||||
<td class="font-semibold">近期催化剂</td>
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<td>未来3-6个月</td>
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<td>标志性企业退出或被并购；组件价格能否在 <kbd class="kbd kbd-sm">0.68元/W</kbd> 企稳；头部企业财报（毛利率、现金流）验证；美国关税政策落地。</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="font-semibold">长期发展路径</td>
|
||||
<td>当前-2030年</td>
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||||
<td>
|
||||
<ol class="list-decimal pl-4">
|
||||
<li><strong>当前-2025年:</strong> 产能出清与格局重塑，份额向头部集中。</li>
|
||||
<li><strong>2025-2027年:</strong> N型技术(TOPCon)全面普及，BC/HJT在高端市场放量。</li>
|
||||
<li><strong>2027-2030年:</strong> “光伏+储能”成标配，BIPV、海上光伏等场景商业化，下一代技术导入。</li>
|
||||
</ol>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 概念事件时间轴 -->
|
||||
<section class="bento-item glass-card col-span-12 lg:col-span-4 row-span-1">
|
||||
<h2 class="text-2xl font-bold mb-4 glow-text">概念事件时间轴</h2>
|
||||
<ul class="timeline timeline-vertical">
|
||||
<li>
|
||||
<div class="timeline-start timeline-box">2024年初</div>
|
||||
<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.001-5.5z" clip-rule="evenodd" /></svg></div>
|
||||
<div class="timeline-end timeline-box glass text-sm">价格跌破1元/W，全行业亏损，市场预期H2修复。</div>
|
||||
<hr class="bg-cyan-400"/>
|
||||
</li>
|
||||
<li>
|
||||
<hr class="bg-cyan-400"/>
|
||||
<div class="timeline-start timeline-box">2024年7-8月</div>
|
||||
<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.001-5.5z" clip-rule="evenodd" /></svg></div>
|
||||
<div class="timeline-end timeline-box glass text-sm">基本面见底预期增强，协会呼吁兼并重组，金刚光伏申请重整。</div>
|
||||
<hr class="bg-cyan-400"/>
|
||||
</li>
|
||||
<li>
|
||||
<hr class="bg-cyan-400"/>
|
||||
<div class="timeline-start timeline-box">2024年10月</div>
|
||||
<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.001-5.5z" clip-rule="evenodd" /></svg></div>
|
||||
<div class="timeline-end timeline-box glass text-sm">“反内卷”座谈会召开，协会提出 <kbd class="kbd kbd-xs">0.68元/W</kbd> 成本线。</div>
|
||||
<hr class="bg-cyan-400"/>
|
||||
</li>
|
||||
<li>
|
||||
<hr class="bg-cyan-400"/>
|
||||
<div class="timeline-start timeline-box">2024年12月</div>
|
||||
<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.001-5.5z" clip-rule="evenodd" /></svg></div>
|
||||
<div class="timeline-end timeline-box glass text-sm">供给侧改革逻辑确认，产量下滑，年度大会成焦点。</div>
|
||||
<hr class="bg-cyan-400"/>
|
||||
</li>
|
||||
<li>
|
||||
<hr class="bg-cyan-400"/>
|
||||
<div class="timeline-start timeline-box">2025年初</div>
|
||||
<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.001-5.5z" clip-rule="evenodd" /></svg></div>
|
||||
<div class="timeline-end timeline-box glass text-sm">现实与预期博弈，供需比仍高达2:1，盈利修复有限。</div>
|
||||
</li>
|
||||
</ul>
|
||||
</section>
|
||||
|
||||
<!-- 关键指标 -->
|
||||
<section class="bento-item glass-card col-span-12 lg:col-span-4 row-span-1 flex flex-col justify-between">
|
||||
<div>
|
||||
<h2 class="text-2xl font-bold mb-4 glow-text">关键追踪指标</h2>
|
||||
<ul class="space-y-3">
|
||||
<li class="flex items-start"><span class="text-cyan-400 mr-2">▶</span> <span><strong class="font-semibold text-white">供给端:</strong> 头部企业产能利用率 & 全行业月度排产数据。</span></li>
|
||||
<li class="flex items-start"><span class="text-cyan-400 mr-2">▶</span> <span><strong class="font-semibold text-white">价格端:</strong> 组件价格能否守住 <kbd class="kbd kbd-sm">0.68元/W</kbd> 生命线。</span></li>
|
||||
<li class="flex items-start"><span class="text-cyan-400 mr-2">▶</span> <span><strong class="font-semibold text-white">库存端:</strong> 多晶硅环节库存去化速度（历史高位29万吨）。</span></li>
|
||||
<li class="flex items-start"><span class="text-cyan-400 mr-2">▶</span> <span><strong class="font-semibold text-white">财务端:</strong> 龙头公司 <strong class="highlight-text">经营性现金流净额</strong>。</span></li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="text-center mt-4">
|
||||
<div class="stat bg-transparent">
|
||||
<div class="stat-title text-slate-300">2024年1-11月国内新增装机</div>
|
||||
<div class="key-metric">206.3 GW</div>
|
||||
<div class="stat-desc text-success">同比增长 25.88%</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 产业链与核心玩家 -->
|
||||
<section class="bento-item glass-card col-span-12 lg:col-span-6">
|
||||
<h2 class="text-2xl font-bold mb-4 glow-text">产业链与核心玩家</h2>
|
||||
<div id="techRouteChart" class="w-full h-64"></div>
|
||||
<p class="text-center text-sm text-slate-400 mt-2">2023年电池技术路线占比</p>
|
||||
<div class="mt-4 prose max-w-none text-slate-300">
|
||||
<ul>
|
||||
<li><strong class="text-white">一体化龙头 (隆基、晶科、天合、晶澳):</strong> 优势在于规模、品牌和抗风险能力。风险在于资产重、技术路线选择的沉没成本高。隆基押注BC，晶科等在TOPCon上更激进。</li>
|
||||
<li><strong class="text-white">专业化龙头:</strong>
|
||||
<ul class="pl-4">
|
||||
<li><strong class="highlight-text">电池片 (爱旭、钧达):</strong> 逻辑最纯粹，弹性最大。爱旭是BC领军者，钧达是TOPCon龙头。</li>
|
||||
<li><strong class="highlight-text">逆变器 (阳光电源、德业):</strong> 景气度最高环节，受益于全球装机和储能爆发。</li>
|
||||
<li><strong class="highlight-text">设备 (帝尔激光):</strong> 技术迭代中的“卖铲人”，无论下游技术路线如何，升级都需要新设备。</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 潜在风险与挑战 -->
|
||||
<section class="bento-item glass-card col-span-12 lg:col-span-6">
|
||||
<h2 class="text-2xl font-bold mb-4 glow-text">潜在风险与挑战</h2>
|
||||
<div class="space-y-4 text-slate-300">
|
||||
<div class="collapse collapse-plus glass">
|
||||
<input type="radio" name="risk-accordion" checked="checked" />
|
||||
<div class="collapse-title text-xl font-medium text-white">技术风险</div>
|
||||
<div class="collapse-content">
|
||||
<p>• <strong class="highlight-text">新技术成本高:</strong> HJT银耗量高、BC工艺复杂，良率提升慢，是大规模替代TOPCon的主要障碍。</p>
|
||||
<p>• <strong class="highlight-text">技术路线锁定:</strong> 企业在某一技术路线上投入巨资后，若出现颠覆性技术，将面临巨大资产减值风险。</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="collapse collapse-plus glass">
|
||||
<input type="radio" name="risk-accordion" />
|
||||
<div class="collapse-title text-xl font-medium text-white">商业化风险</div>
|
||||
<div class="collapse-content">
|
||||
<p>• <strong class="highlight-text">产能出清不及预期:</strong> 地方政府可能“输血”救助落后产能，导致价格战持续超预期。</p>
|
||||
<p>• <strong class="highlight-text">需求不及预期:</strong> 全球宏观经济下行、电网消纳能力不足、海外贸易壁垒升级（如美国关税）等。</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="collapse collapse-plus glass">
|
||||
<input type="radio" name="risk-accordion" />
|
||||
<div class="collapse-title text-xl font-medium text-white">政策与竞争风险</div>
|
||||
<div class="collapse-content">
|
||||
<p>• <strong class="highlight-text">政策执行风险:</strong> 行业协会倡议缺乏强制约束力，执行效果存疑。</p>
|
||||
<p>• <strong class="highlight-text">国际贸易摩擦:</strong> 欧美市场贸易保护主义抬头，是中国光伏企业面临的长期风险。</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="p-4 border border-pink-500/30 rounded-lg mt-4 bg-pink-500/10">
|
||||
<h4 class="font-bold text-pink-300">核心矛盾点：对行业拐点时间的判断存在显著差异</h4>
|
||||
<p class="text-sm">2024年底的分析普遍乐观，认为拐点在“明年二季度”；但2025年初的路演纪要则显著降温（“盈利修复有限”）。这表明，行业实际复苏进程可能远慢于市场情绪的提前反应。</p>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 产业链价格动态 -->
|
||||
<section class="bento-item glass-card col-span-12">
|
||||
<h2 class="text-2xl font-bold mb-4 glow-text">产业链价格与生产动态 (截至2024年12月)</h2>
|
||||
<div class="grid grid-cols-2 md:grid-cols-5 gap-4 text-center">
|
||||
<div class="p-4 rounded-xl bg-slate-800/50">
|
||||
<h4 class="font-semibold text-slate-300">多晶硅</h4>
|
||||
<p class="text-lg font-bold text-red-400">产量下降</p>
|
||||
<p class="text-xs text-slate-400">12月预计9.46万吨</p>
|
||||
<p class="text-xs text-red-400">库存压力大 (29万吨)</p>
|
||||
</div>
|
||||
<div class="p-4 rounded-xl bg-slate-800/50">
|
||||
<h4 class="font-semibold text-slate-300">硅片</h4>
|
||||
<p class="text-lg font-bold text-green-400">产量小涨</p>
|
||||
<p class="text-xs text-slate-400">12月预计42.5GW</p>
|
||||
<p class="text-xs text-green-400">库存健康 (27GW)</p>
|
||||
</div>
|
||||
<div class="p-4 rounded-xl bg-slate-800/50">
|
||||
<h4 class="font-semibold text-slate-300">电池片</h4>
|
||||
<p class="text-lg font-bold text-green-400">价格速涨</p>
|
||||
<p class="text-xs text-slate-400">183型号已至0.28元</p>
|
||||
<p class="text-xs text-green-400">库存接近于零</p>
|
||||
</div>
|
||||
<div class="p-4 rounded-xl bg-slate-800/50">
|
||||
<h4 class="font-semibold text-slate-300">组件</h4>
|
||||
<p class="text-lg font-bold text-yellow-400">价格稳定</p>
|
||||
<p class="text-xs text-slate-400">有小幅上涨预期</p>
|
||||
<p class="text-xs text-red-400">库存仍有压力</p>
|
||||
</div>
|
||||
<div class="p-4 rounded-xl bg-slate-800/50">
|
||||
<h4 class="font-semibold text-slate-300">辅材(玻璃/胶膜)</h4>
|
||||
<p class="text-lg font-bold text-green-400">价格已涨</p>
|
||||
<p class="text-xs text-slate-400">订单增加&行业降产</p>
|
||||
<p class="text-xs text-green-400">胶膜有涨价意向</p>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 股票列表 -->
|
||||
<section class="bento-item glass-card col-span-12">
|
||||
<h2 class="text-2xl font-bold mb-4 glow-text">相关上市公司图谱</h2>
|
||||
<div class="overflow-x-auto">
|
||||
<table class="table w-full">
|
||||
<!-- Head -->
|
||||
<thead>
|
||||
<tr>
|
||||
<th>公司名称</th>
|
||||
<th>核心逻辑/业务</th>
|
||||
<th>细分领域</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<!-- 电池片技术路线 -->
|
||||
<tr class="bg-cyan-900/20"><td colspan="3" class="font-bold text-center text-cyan-300">电池片技术路线 (TOPCON / HJT / BC / 钙钛矿)</td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=601012" target="_blank" class="link link-hover text-white">隆基绿能 (601012)</a></td><td>BC电池(HPBC), 已建产能29GW, 规划(BC)74GW</td><td>BC电池</td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=600732" target="_blank" class="link link-hover text-white">爱旭股份 (600732)</a></td><td>BC电池(ABC), 已建6.5GW, 在建/规划48.5GW</td><td>BC电池</td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=688223" target="_blank" class="link link-hover text-white">晶科能源 (688223)</a></td><td>Topcon电池片, (2023年E产能)56GW; BC电池(TBC)中试</td><td>TOPCON</td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=002865" target="_blank" class="link link-hover text-white">钧达股份 (002865)</a></td><td>Topcon电池片, (2023年E产能)44GW; BC电池(TBC)中试</td><td>TOPCON</td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=002459" target="_blank" class="link link-hover text-white">晶澳科技 (002459)</a></td><td>Topcon电池片, (2023年E产能)57.3GW</td><td>TOPCON</td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=688599" target="_blank" class="link link-hover text-white">天合光能 (688599)</a></td><td>Topcon电池片, (2023年E产能)40GW</td><td>TOPCON</td></tr>
|
||||
<tr><td>金刚光伏</td><td>HJT电池, (2023年E产能)6GW; 钙钛矿电池</td><td>HJT电池</td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=300118" target="_blank" class="link link-hover text-white">东方日升 (300118)</a></td><td>HJT电池, (2023年E产能)9GW</td><td>HJT电池</td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=000821" target="_blank" class="link link-hover text-white">京山轻机 (000821)</a></td><td>钙钛矿电池(设备)</td><td>钙钛矿</td></tr>
|
||||
|
||||
<!-- 石英环节 -->
|
||||
<tr class="bg-purple-900/20"><td colspan="3" class="font-bold text-center text-purple-300">石英环节 (石英砂 / 石英坩埚)</td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=603688" target="_blank" class="link link-hover text-white">石英股份 (603688)</a></td><td>石英砂</td><td>石英砂</td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=001269" target="_blank" class="link link-hover text-white">欧晶科技 (001269)</a></td><td>石英坩埚, (2022年产能)12.8万只</td><td>石英坩埚</td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=300316" target="_blank" class="link link-hover text-white">晶盛机电 (300316)</a></td><td>石英坩埚</td><td>石英坩埚</td></tr>
|
||||
|
||||
<!-- 光伏上游及辅材 -->
|
||||
<tr class="bg-pink-900/20"><td colspan="3" class="font-bold text-center text-pink-300">光伏上游及辅材 (胶膜 / 支架 / 银浆)</td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=603806" target="_blank" class="link link-hover text-white">福斯特 (603806)</a></td><td>POE胶膜; 光伏胶膜(市占率43%); 光伏背板(市占率11%)</td><td>胶膜/背板</td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=688680" target="_blank" class="link link-hover text-white">海优新材 (688680)</a></td><td>POE胶膜; 光伏胶膜(市占率14%)</td><td>胶膜</td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=688408" target="_blank" class="link link-hover text-white">中信博 (688408)</a></td><td>光伏支架, (2022年产能)12.22GW</td><td>光伏支架</td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=300842" target="_blank" class="link link-hover text-white">帝科股份 (300842)</a></td><td>光伏银浆, (2021年格局)19%</td><td>光伏银浆</td></tr>
|
||||
|
||||
<!-- 光伏逆变器 -->
|
||||
<tr class="bg-yellow-900/20"><td colspan="3" class="font-bold text-center text-yellow-300">光伏逆变器</td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=300274" target="_blank" class="link link-hover text-white">阳光电源 (300274)</a></td><td>逆变器, (2022年全球占比)22%</td><td>逆变器</td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=605117" target="_blank" class="link link-hover text-white">德业股份 (605117)</a></td><td>光伏逆变器</td><td>逆变器</td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=300763" target="_blank" class="link link-hover text-white">锦浪科技 (300763)</a></td><td>逆变器, (2022年全球占比)5%</td><td>逆变器</td></tr>
|
||||
|
||||
<!-- 光伏组件辅材 -->
|
||||
<tr class="bg-green-900/20"><td colspan="3" class="font-bold text-center text-green-300">光伏组件辅材 (玻璃 / 边框 / 焊带 / 接线盒)</td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=601865" target="_blank" class="link link-hover text-white">福莱特 (601865)</a></td><td>光伏玻璃, (2022年产能占比)23.2%</td><td>光伏玻璃</td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=003038" target="_blank" class="link link-hover text-white">鑫铂股份 (003038)</a></td><td>光伏铝边框, (2022年格局)17%</td><td>光伏铝边框</td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=301266" target="_blank" class="link link-hover text-white">宇邦新材 (301266)</a></td><td>光伏焊带, (2022年格局)16.92%</td><td>光伏焊带</td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=301168" target="_blank" class="link link-hover text-white">通灵股份 (301168)</a></td><td>接线盒, (2022年格局)12%</td><td>接线盒</td></tr>
|
||||
|
||||
<!-- 光伏电站 -->
|
||||
<tr class="bg-indigo-900/20"><td colspan="3" class="font-bold text-center text-indigo-300">光伏电站</td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=601877" target="_blank" class="link link-hover text-white">正泰电器 (601877)</a></td><td>光伏电站</td><td>光伏电站</td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=601222" target="_blank" class="link link-hover text-white">林洋能源 (601222)</a></td><td>光伏电站</td><td>光伏电站</td></tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</section>
|
||||
</main>
|
||||
</div>
|
||||
|
||||
<!-- 核心观点摘要 -->
|
||||
<div class="glass-card p-8 mb-8">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||||
<i class="fas fa-lightbulb text-yellow-500 mr-3"></i>
|
||||
核心观点摘要
|
||||
</h2>
|
||||
<div class="bg-gradient-to-r from-blue-50 to-indigo-50 p-6 rounded-lg">
|
||||
<p class="text-gray-700 text-lg leading-relaxed">
|
||||
光伏行业正处于<span class="highlight-text">"盈利底部左侧+估值底部右侧"</span>的临界点，
|
||||
<span class="highlight-text">供给侧改革（减产+政策限价）</span>与
|
||||
<span class="highlight-text">需求超预期（非欧美市场+储能配套）</span>构成双重驱动力，
|
||||
<span class="highlight-text">2025年Q2或迎来盈利拐点</span>。当前需警惕低价竞争导致的现金流风险，
|
||||
但龙头企业的技术溢价+海外布局将率先受益。
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 核心逻辑与市场认知分析 -->
|
||||
<div class="glass-card p-8 mb-8">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||||
<i class="fas fa-chart-line text-green-600 mr-3"></i>
|
||||
核心逻辑与市场认知分析
|
||||
</h2>
|
||||
|
||||
<div class="grid md:grid-cols-2 gap-6">
|
||||
<div>
|
||||
<h3 class="text-lg font-semibold text-gray-700 mb-4">核心驱动力</h3>
|
||||
<div class="space-y-4">
|
||||
<div class="bg-white p-4 rounded-lg shadow-sm">
|
||||
<h4 class="font-semibold text-blue-600 mb-2">供给侧出清</h4>
|
||||
<ul class="text-sm text-gray-600 space-y-1">
|
||||
<li>• 产能收缩：2024年12月多晶硅产量降至9.46万吨（环比-15%）</li>
|
||||
<li>• 硅片库存从29万吨降至27GW，头部企业主动减产</li>
|
||||
<li>• 政策限价：CPIA设定组件成本底线0.68元/瓦</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="bg-white p-4 rounded-lg shadow-sm">
|
||||
<h4 class="font-semibold text-green-600 mb-2">需求端爆发</h4>
|
||||
<ul class="text-sm text-gray-600 space-y-1">
|
||||
<li>• 非欧美市场：2024年1-6月出口7.68GW（剔除印度后增速40%）</li>
|
||||
<li>• 储能配套：全球储能需求从2024年150GWh增至2025年300GWh</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-lg font-semibold text-gray-700 mb-4">市场热度与预期差</h3>
|
||||
<div class="space-y-4">
|
||||
<div class="bg-white p-4 rounded-lg shadow-sm">
|
||||
<h4 class="font-semibold text-purple-600 mb-2">市场热度</h4>
|
||||
<p class="text-sm text-gray-600">2024年Q4以来，12篇深度报告聚焦"供给侧改革"，情绪从悲观转向谨慎乐观</p>
|
||||
</div>
|
||||
<div class="bg-white p-4 rounded-lg shadow-sm">
|
||||
<h4 class="font-semibold text-orange-600 mb-2">预期差分析</h4>
|
||||
<ul class="text-sm text-gray-600 space-y-1">
|
||||
<li>• 非欧美需求被低估：巴基斯坦光储IRR超30%</li>
|
||||
<li>• 技术溢价未被定价：TOPCon电池溢价0.03-0.05元/W</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 关键催化剂与未来发展路径 -->
|
||||
<div class="glass-card p-8 mb-8">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||||
<i class="fas fa-rocket text-red-600 mr-3"></i>
|
||||
关键催化剂与未来发展路径
|
||||
</h2>
|
||||
|
||||
<div class="grid md:grid-cols-2 gap-6">
|
||||
<div>
|
||||
<h3 class="text-lg font-semibold text-gray-700 mb-4">近期催化剂（3-6个月）</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="flex items-start">
|
||||
<span class="bg-blue-100 text-blue-800 text-xs px-2 py-1 rounded-full mr-3 mt-1">政策</span>
|
||||
<p class="text-sm text-gray-700">2025年3月两会或出台能耗双控+产能配额细则</p>
|
||||
</div>
|
||||
<div class="flex items-start">
|
||||
<span class="bg-green-100 text-green-800 text-xs px-2 py-1 rounded-full mr-3 mt-1">价格</span>
|
||||
<p class="text-sm text-gray-700">硅料价格若反弹至45元/kg，将触发全产业链提价</p>
|
||||
</div>
|
||||
<div class="flex items-start">
|
||||
<span class="bg-purple-100 text-purple-800 text-xs px-2 py-1 rounded-full mr-3 mt-1">订单</span>
|
||||
<p class="text-sm text-gray-700">2025年Q1中东、印度大单落地（如沙特NEOM项目）</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-lg font-semibold text-gray-700 mb-4">长期发展路径</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="bg-gray-50 p-3 rounded-lg">
|
||||
<p class="text-sm font-semibold text-gray-700">2025H1</p>
|
||||
<p class="text-xs text-gray-600">产能出清加速，二三线企业退出，龙头市占率提升至70%+</p>
|
||||
</div>
|
||||
<div class="bg-gray-50 p-3 rounded-lg">
|
||||
<p class="text-sm font-semibold text-gray-700">2025H2</p>
|
||||
<p class="text-xs text-gray-600">N型电池渗透率超50%，TOPCon/HJT龙头盈利修复</p>
|
||||
</div>
|
||||
<div class="bg-gray-50 p-3 rounded-lg">
|
||||
<p class="text-sm font-semibold text-gray-700">2026+</p>
|
||||
<p class="text-xs text-gray-600">钙钛矿/叠层电池商业化，开启新一轮技术周期</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 产业链与核心公司深度剖析 -->
|
||||
<div class="glass-card p-8 mb-8">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||||
<i class="fas fa-sitemap text-indigo-600 mr-3"></i>
|
||||
产业链与核心公司深度剖析
|
||||
</h2>
|
||||
|
||||
<div class="bg-gradient-to-r from-gray-50 to-blue-50 p-6 rounded-lg mb-6">
|
||||
<h3 class="text-lg font-semibold text-gray-700 mb-4">产业链图谱</h3>
|
||||
<div class="flex flex-wrap items-center justify-center gap-2 text-sm">
|
||||
<span class="bg-blue-100 text-blue-800 px-3 py-1 rounded-full">上游：硅料（通威、协鑫）</span>
|
||||
<i class="fas fa-arrow-right text-gray-400"></i>
|
||||
<span class="bg-blue-100 text-blue-800 px-3 py-1 rounded-full">硅片（隆基、中环）</span>
|
||||
<i class="fas fa-arrow-right text-gray-400"></i>
|
||||
<span class="bg-blue-100 text-blue-800 px-3 py-1 rounded-full">电池片（晶科、钧达）</span>
|
||||
<i class="fas fa-arrow-right text-gray-400"></i>
|
||||
<span class="bg-green-100 text-green-800 px-3 py-1 rounded-full">中游：组件（晶澳、天合）</span>
|
||||
<i class="fas fa-arrow-right text-gray-400"></i>
|
||||
<span class="bg-green-100 text-green-800 px-3 py-1 rounded-full">逆变器（阳光、德业）</span>
|
||||
<i class="fas fa-arrow-right text-gray-400"></i>
|
||||
<span class="bg-green-100 text-green-800 px-3 py-1 rounded-full">辅材（福莱特、福斯特）</span>
|
||||
<i class="fas fa-arrow-right text-gray-400"></i>
|
||||
<span class="bg-purple-100 text-purple-800 px-3 py-1 rounded-full">下游：电站（正泰）</span>
|
||||
<i class="fas fa-plus text-gray-400"></i>
|
||||
<span class="bg-purple-100 text-purple-800 px-3 py-1 rounded-full">储能（宁德）</span>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="overflow-x-auto">
|
||||
<table class="w-full text-sm">
|
||||
<thead>
|
||||
<tr class="bg-gray-100">
|
||||
<th class="px-4 py-2 text-left">公司</th>
|
||||
<th class="px-4 py-2 text-left">技术路线</th>
|
||||
<th class="px-4 py-2 text-left">竞争优势</th>
|
||||
<th class="px-4 py-2 text-left">风险点</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="border-b">
|
||||
<td class="px-4 py-2 font-semibold">晶科能源</td>
|
||||
<td class="px-4 py-2">TOPCon电池</td>
|
||||
<td class="px-4 py-2">2025年产能56GW，海外占比35%</td>
|
||||
<td class="px-4 py-2">技术迭代风险</td>
|
||||
</tr>
|
||||
<tr class="border-b">
|
||||
<td class="px-4 py-2 font-semibold">隆基绿能</td>
|
||||
<td class="px-4 py-2">HPBC电池</td>
|
||||
<td class="px-4 py-2">品牌溢价+渠道优势</td>
|
||||
<td class="px-4 py-2">海外政策风险</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-4 py-2 font-semibold">阳光电源</td>
|
||||
<td class="px-4 py-2">逆变器</td>
|
||||
<td class="px-4 py-2">全球市占率22%，储能协同</td>
|
||||
<td class="px-4 py-2">竞争加剧</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 关联股票数据表格 -->
|
||||
<div class="glass-card p-8">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||||
<i class="fas fa-table text-blue-600 mr-3"></i>
|
||||
关联股票数据
|
||||
</h2>
|
||||
|
||||
<div class="table-container">
|
||||
<table class="w-full text-sm">
|
||||
<thead>
|
||||
<tr class="bg-gray-100">
|
||||
<th class="px-4 py-3 text-left">股票名称</th>
|
||||
<th class="px-4 py-3 text-left">行业</th>
|
||||
<th class="px-4 py-3 text-left">分类</th>
|
||||
<th class="px-4 py-3 text-left">项目</th>
|
||||
<th class="px-4 py-3 text-left">产能/数据</th>
|
||||
<th class="px-4 py-3 text-left">产业链</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="border-b hover:bg-gray-50">
|
||||
<td class="px-4 py-3 font-medium">晶科能源</td>
|
||||
<td class="px-4 py-3">光伏</td>
|
||||
<td class="px-4 py-3">电池片</td>
|
||||
<td class="px-4 py-3">Topcon电池片</td>
|
||||
<td class="px-4 py-3">2022/2023年E产能35/56GW</td>
|
||||
<td class="px-4 py-3">电池片</td>
|
||||
</tr>
|
||||
<tr class="border-b hover:bg-gray-50">
|
||||
<td class="px-4 py-3 font-medium">钧达股份</td>
|
||||
<td class="px-4 py-3">光伏</td>
|
||||
<td class="px-4 py-3">电池片</td>
|
||||
<td class="px-4 py-3">Topcon电池片</td>
|
||||
<td class="px-4 py-3">2022/2023年E产能8/44GW</td>
|
||||
<td class="px-4 py-3">电池片</td>
|
||||
</tr>
|
||||
<tr class="border-b hover:bg-gray-50">
|
||||
<td class="px-4 py-3 font-medium">晶澳科技</td>
|
||||
<td class="px-4 py-3">光伏</td>
|
||||
<td class="px-4 py-3">电池片</td>
|
||||
<td class="px-4 py-3">Topcon电池片</td>
|
||||
<td class="px-4 py-3">2022/2023年E产能10.5/40GW</td>
|
||||
<td class="px-4 py-3">电池片</td>
|
||||
</tr>
|
||||
<tr class="border-b hover:bg-gray-50">
|
||||
<td class="px-4 py-3 font-medium">国晟科技</td>
|
||||
<td class="px-4 py-3">光伏</td>
|
||||
<td class="px-4 py-3">电池片</td>
|
||||
<td class="px-4 py-3">HJT电池</td>
|
||||
<td class="px-4 py-3">2022/2023年E产能1.2/6GW</td>
|
||||
<td class="px-4 py-3">电池片</td>
|
||||
</tr>
|
||||
<tr class="border-b hover:bg-gray-50">
|
||||
<td class="px-4 py-3 font-medium">金刚光伏</td>
|
||||
<td class="px-4 py-3">光伏</td>
|
||||
<td class="px-4 py-3">电池片</td>
|
||||
<td class="px-4 py-3">HJT电池</td>
|
||||
<td class="px-4 py-3">2022/2023年E产能0.9/2.7GW</td>
|
||||
<td class="px-4 py-3">电池片</td>
|
||||
</tr>
|
||||
<tr class="border-b hover:bg-gray-50">
|
||||
<td class="px-4 py-3 font-medium">爱旭股份</td>
|
||||
<td class="px-4 py-3">光伏</td>
|
||||
<td class="px-4 py-3">电池片</td>
|
||||
<td class="px-4 py-3">ABC电池</td>
|
||||
<td class="px-4 py-3">已建产能6.5GW，在建/规划产能48.5GW</td>
|
||||
<td class="px-4 py-3">电池片</td>
|
||||
</tr>
|
||||
<tr class="border-b hover:bg-gray-50">
|
||||
<td class="px-4 py-3 font-medium">隆基绿能</td>
|
||||
<td class="px-4 py-3">光伏</td>
|
||||
<td class="px-4 py-3">电池片</td>
|
||||
<td class="px-4 py-3">HPBC电池</td>
|
||||
<td class="px-4 py-3">已建产能29GW，规划产能74GW</td>
|
||||
<td class="px-4 py-3">电池片</td>
|
||||
</tr>
|
||||
<tr class="border-b hover:bg-gray-50">
|
||||
<td class="px-4 py-3 font-medium">通威股份</td>
|
||||
<td class="px-4 py-3">光伏</td>
|
||||
<td class="px-4 py-3">电池片</td>
|
||||
<td class="px-4 py-3">BC电池</td>
|
||||
<td class="px-4 py-3">研发中</td>
|
||||
<td class="px-4 py-3">电池片</td>
|
||||
</tr>
|
||||
<tr class="border-b hover:bg-gray-50">
|
||||
<td class="px-4 py-3 font-medium">石英股份</td>
|
||||
<td class="px-4 py-3">光伏</td>
|
||||
<td class="px-4 py-3">石英环节</td>
|
||||
<td class="px-4 py-3">石英砂</td>
|
||||
<td class="px-4 py-3">-</td>
|
||||
<td class="px-4 py-3">石英环节</td>
|
||||
</tr>
|
||||
<tr class="border-b hover:bg-gray-50">
|
||||
<td class="px-4 py-3 font-medium">欧晶科技</td>
|
||||
<td class="px-4 py-3">光伏</td>
|
||||
<td class="px-4 py-3">石英环节</td>
|
||||
<td class="px-4 py-3">石英坩埚</td>
|
||||
<td class="px-4 py-3">2022年产能12.8万只</td>
|
||||
<td class="px-4 py-3">石英环节</td>
|
||||
</tr>
|
||||
<tr class="border-b hover:bg-gray-50">
|
||||
<td class="px-4 py-3 font-medium">阳光电源</td>
|
||||
<td class="px-4 py-3">光伏</td>
|
||||
<td class="px-4 py-3">光伏上游及辅材</td>
|
||||
<td class="px-4 py-3">逆变器</td>
|
||||
<td class="px-4 py-3">2022年全球占比22%</td>
|
||||
<td class="px-4 py-3">光伏上游及辅材</td>
|
||||
</tr>
|
||||
<tr class="border-b hover:bg-gray-50">
|
||||
<td class="px-4 py-3 font-medium">锦浪科技</td>
|
||||
<td class="px-4 py-3">光伏</td>
|
||||
<td class="px-4 py-3">光伏上游及辅材</td>
|
||||
<td class="px-4 py-3">逆变器</td>
|
||||
<td class="px-4 py-3">2022年全球占比5%</td>
|
||||
<td class="px-4 py-3">光伏上游及辅材</td>
|
||||
</tr>
|
||||
<tr class="border-b hover:bg-gray-50">
|
||||
<td class="px-4 py-3 font-medium">福斯特</td>
|
||||
<td class="px-4 py-3">光伏</td>
|
||||
<td class="px-4 py-3">光伏上游及辅材</td>
|
||||
<td class="px-4 py-3">POE胶膜</td>
|
||||
<td class="px-4 py-3">-</td>
|
||||
<td class="px-4 py-3">光伏上游及辅材</td>
|
||||
</tr>
|
||||
<tr class="border-b hover:bg-gray-50">
|
||||
<td class="px-4 py-3 font-medium">福莱特</td>
|
||||
<td class="px-4 py-3">光伏</td>
|
||||
<td class="px-4 py-3">光伏组件</td>
|
||||
<td class="px-4 py-3">光伏玻璃</td>
|
||||
<td class="px-4 py-3">2022年产能占比23.2%</td>
|
||||
<td class="px-4 py-3">光伏组件</td>
|
||||
</tr>
|
||||
<tr class="border-b hover:bg-gray-50">
|
||||
<td class="px-4 py-3 font-medium">德业股份</td>
|
||||
<td class="px-4 py-3">光伏</td>
|
||||
<td class="px-4 py-3">光伏逆变器</td>
|
||||
<td class="px-4 py-3">光伏逆变器</td>
|
||||
<td class="px-4 py-3">-</td>
|
||||
<td class="px-4 py-3">光伏逆变器</td>
|
||||
</tr>
|
||||
<tr class="border-b hover:bg-gray-50">
|
||||
<td class="px-4 py-3 font-medium">正泰电器</td>
|
||||
<td class="px-4 py-3">光伏</td>
|
||||
<td class="px-4 py-3">光伏电站</td>
|
||||
<td class="px-4 py-3">光伏电站</td>
|
||||
<td class="px-4 py-3">-</td>
|
||||
<td class="px-4 py-3">光伏电站</td>
|
||||
</tr>
|
||||
<tr class="border-b hover:bg-gray-50">
|
||||
<td class="px-4 py-3 font-medium">海泰新能</td>
|
||||
<td class="px-4 py-3">光伏</td>
|
||||
<td class="px-4 py-3">北交所</td>
|
||||
<td class="px-4 py-3">光伏组件</td>
|
||||
<td class="px-4 py-3">-</td>
|
||||
<td class="px-4 py-3">北交所</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<script>
|
||||
// 添加简单的交互效果
|
||||
document.addEventListener('DOMContentLoaded', function() {
|
||||
// 表格行悬停效果
|
||||
const tableRows = document.querySelectorAll('tbody tr');
|
||||
tableRows.forEach(row => {
|
||||
row.addEventListener('mouseenter', function() {
|
||||
this.style.transform = 'translateX(2px)';
|
||||
this.style.transition = 'transform 0.2s ease';
|
||||
|
||||
<script>
|
||||
document.addEventListener('DOMContentLoaded', function () {
|
||||
// ECharts for Technology Route
|
||||
var techRouteChartDom = document.getElementById('techRouteChart');
|
||||
var techRouteChart = echarts.init(techRouteChartDom, 'dark');
|
||||
var techRouteOption = {
|
||||
backgroundColor: 'transparent',
|
||||
tooltip: {
|
||||
trigger: 'item',
|
||||
formatter: '{a} <br/>{b}: {c}%'
|
||||
},
|
||||
legend: {
|
||||
top: '5%',
|
||||
left: 'center',
|
||||
textStyle: {
|
||||
color: '#d4d4d8'
|
||||
}
|
||||
},
|
||||
series: [
|
||||
{
|
||||
name: '电池技术路线占比',
|
||||
type: 'pie',
|
||||
radius: ['40%', '70%'],
|
||||
avoidLabelOverlap: false,
|
||||
label: {
|
||||
show: false,
|
||||
position: 'center'
|
||||
},
|
||||
emphasis: {
|
||||
label: {
|
||||
show: true,
|
||||
fontSize: '20',
|
||||
fontWeight: 'bold',
|
||||
color: '#fff'
|
||||
}
|
||||
},
|
||||
labelLine: {
|
||||
show: false
|
||||
},
|
||||
data: [
|
||||
{ value: 73.0, name: 'p型PERC' },
|
||||
{ value: 23.0, name: 'n型TOPCon' },
|
||||
{ value: 2.6, name: 'n型HJT' },
|
||||
{ value: 1.4, name: '其他' } // Assuming others make up the rest
|
||||
],
|
||||
color: ['#0891b2', '#f472b6', '#a78bfa', '#78716c'] // cyan, pink, violet, stone
|
||||
}
|
||||
]
|
||||
};
|
||||
techRouteChart.setOption(techRouteOption);
|
||||
|
||||
// Resize charts on window resize
|
||||
window.addEventListener('resize', function() {
|
||||
techRouteChart.resize();
|
||||
});
|
||||
});
|
||||
row.addEventListener('mouseleave', function() {
|
||||
this.style.transform = 'translateX(0)';
|
||||
});
|
||||
});
|
||||
|
||||
// 时间轴动画
|
||||
const timelineItems = document.querySelectorAll('.timeline-item');
|
||||
const observer = new IntersectionObserver((entries) => {
|
||||
entries.forEach(entry => {
|
||||
if (entry.isIntersecting) {
|
||||
entry.target.style.opacity = '0';
|
||||
entry.target.style.transform = 'translateY(20px)';
|
||||
setTimeout(() => {
|
||||
entry.target.style.transition = 'opacity 0.5s ease, transform 0.5s ease';
|
||||
entry.target.style.opacity = '1';
|
||||
entry.target.style.transform = 'translateY(0)';
|
||||
}, 100);
|
||||
observer.unobserve(entry.target);
|
||||
}
|
||||
});
|
||||
});
|
||||
|
||||
timelineItems.forEach(item => {
|
||||
observer.observe(item);
|
||||
});
|
||||
});
|
||||
</script>
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
```
|
||||
</html>
|
||||
Reference in New Issue
Block a user