vf/vf_react
4
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

update pay ui

Browse Source
This commit is contained in:
zzlgreat
2025-12-05 13:29:18 +08:00
parent 20994cfb13
commit 48d9c76c5e
1008 changed files with 417880 additions and 486974 deletions
Download Patch File Download Diff File Expand all files Collapse all files

900
public/htmls/北美缺电AI电力.html
View File

@@ -1,560 +1,424 @@
<!DOCTYPE html>
<html lang="zh-CN">
<html lang="zh-CN" data-theme="night">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>北美缺电AI电力 - 深度投资研究报告</title>
<title>北美缺电AI电力 - 概念深度投研</title>
<script src="https://cdn.tailwindcss.com"></script>
<link href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.5.1/css/all.min.css" rel="stylesheet">
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/dist/full.min.css" rel="stylesheet" type="text/css" />
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
<style>
@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap');
@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&display=swap');
* {
body {
font-family: 'Inter', sans-serif;
background-color: #020010;
background-image:
radial-gradient(at 10% 15%, hsla(212, 60%, 25%, 0.3) 0px, transparent 50%),
radial-gradient(at 80% 20%, hsla(280, 55%, 30%, 0.25) 0px, transparent 50%),
radial-gradient(at 20% 85%, hsla(190, 65%, 40%, 0.3) 0px, transparent 50%),
radial-gradient(at 85% 90%, hsla(340, 50%, 35%, 0.25) 0px, transparent 50%);
color: #e0e0e0;
}
.glass-card {
background: rgba(10, 10, 30, 0.4);
backdrop-filter: blur(16px) saturate(180%);
-webkit-backdrop-filter: blur(16px) saturate(180%);
border: 1px solid rgba(255, 255, 255, 0.1);
border-radius: 1.5rem; /* 24px */
box-shadow: 0 8px 32px 0 rgba(0, 0, 0, 0.37);
}
.glow-border {
border-image: linear-gradient(to bottom right, rgba(0, 190, 255, 0.5), rgba(200, 80, 255, 0.5)) 1;
}
.gradient-bg {
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
.glow-text-title {
text-shadow: 0 0 8px rgba(0, 190, 255, 0.7), 0 0 12px rgba(0, 190, 255, 0.5);
}
.glass-effect {
background: rgba(255, 255, 255, 0.1);
backdrop-filter: blur(10px);
border: 1px solid rgba(255, 255, 255, 0.2);
.glow-text-subtitle {
text-shadow: 0 0 6px rgba(180, 180, 200, 0.4);
}
.bento-grid {
display: grid;
grid-template-columns: repeat(6, 1fr);
gap: 1.5rem;
}
.bento-item {
grid-column: span 6;
}
@media (min-width: 768px) {
.bento-item-2 { grid-column: span 3; }
.bento-item-3 { grid-column: span 3; }
.bento-item-4 { grid-column: span 2; }
.bento-item-large { grid-column: span 4; }
}
.hover-scale {
transition: transform 0.3s ease, box-shadow 0.3s ease;
.daisy-table {
width: 100%;
border-collapse: collapse;
}
.hover-scale:hover {
transform: translateY(-5px);
box-shadow: 0 20px 40px rgba(0, 0, 0, 0.1);
.daisy-table th, .daisy-table td {
padding: 1rem 1.5rem;
text-align: left;
border-bottom: 1px solid rgba(255, 255, 255, 0.1);
}
.timeline-dot {
position: relative;
.daisy-table th {
background-color: rgba(0, 190, 255, 0.1);
color: #00d5ff;
font-weight: 600;
}
.timeline-dot::after {
content: '';
position: absolute;
width: 2px;
background: linear-gradient(180deg, #667eea 0%, transparent 100%);
top: 100%;
left: 50%;
transform: translateX(-50%);
height: 60px;
.daisy-table tbody tr:hover {
background-color: rgba(255, 255, 255, 0.05);
}
.timeline-item:last-child .timeline-dot::after {
display: none;
.collapse-title, .collapse-content {
background-color: transparent !important;
}
.risk-card {
background: linear-gradient(135deg, #f093fb 0%, #f5576c 100%);
}
.opportunity-card {
background: linear-gradient(135deg, #4facfe 0%, #00f2fe 100%);
}
@keyframes float {
0% { transform: translateY(0px); }
50% { transform: translateY(-10px); }
100% { transform: translateY(0px); }
}
.float-animation {
animation: float 3s ease-in-out infinite;
}
.table-container {
overflow-x: auto;
-webkit-overflow-scrolling: touch;
}
.table-container::-webkit-scrollbar {
height: 8px;
}
.table-container::-webkit-scrollbar-track {
background: #f1f1f1;
border-radius: 10px;
}
.table-container::-webkit-scrollbar-thumb {
background: #888;
border-radius: 10px;
}
.badge-glow {
box-shadow: 0 0 20px rgba(79, 70, 229, 0.5);
.collapse {
background: rgba(15, 15, 35, 0.5);
border: 1px solid rgba(255, 255, 255, 0.1);
}
</style>
</head>
<body class="bg-gray-50">
<!-- Hero Section -->
<header class="gradient-bg text-white py-20 px-4">
<div class="container mx-auto max-w-7xl">
<div class="flex flex-col md:flex-row items-center justify-between">
<div class="mb-8 md:mb-0 md:w-2/3">
<div class="inline-flex items-center bg-white/20 backdrop-blur-sm rounded-full px-4 py-2 mb-6">
<i class="fas fa-bolt mr-2 text-yellow-300"></i>
<span class="text-sm font-semibold">热点概念 · 2025年11月</span>
</div>
<h1 class="text-5xl md:text-6xl font-bold mb-6 leading-tight">
北美缺电<br>
<span class="text-transparent bg-clip-text bg-gradient-to-r from-yellow-300 to-pink-300">
AI电力革命
</span>
</h1>
<p class="text-xl mb-8 text-gray-100">
人工智能爆发式增长与电网老化瓶颈碰撞，催生全球电力设备出海黄金十年
</p>
<div class="flex flex-wrap gap-4">
<div class="flex items-center">
<i class="fas fa-chart-line mr-2 text-green-300"></i>
<span>市场热度: 极高</span>
</div>
<div class="flex items-center">
<i class="fas fa-clock mr-2 text-blue-300"></i>
<span>周期: 5-10年</span>
</div>
<div class="flex items-center">
<i class="fas fa-globe mr-2 text-purple-300"></i>
<span>影响: 全球供应链重塑</span>
</div>
</div>
</div>
<div class="md:w-1/3 float-animation">
<div class="glass-effect rounded-2xl p-8 text-center">
<i class="fas fa-microchip text-6xl mb-4 text-yellow-300"></i>
<h3 class="text-2xl font-bold mb-2">2030年预测</h3>
<div class="text-3xl font-bold text-yellow-300">200GW+</div>
<p class="text-sm mt-2">美国电力缺口</p>
<div class="text-xl mt-4 text-red-300">
<i class="fas fa-arrow-up"></i> 25%+
</div>
<p class="text-xs">占当前最大负荷</p>
</div>
</div>
</div>
</div>
</header>
<body class="min-h-screen p-4 sm:p-8">
<div class="max-w-7xl mx-auto space-y-8">
<!-- Timeline Section -->
<section class="py-16 bg-white">
<div class="container mx-auto max-w-7xl px-4">
<h2 class="text-3xl font-bold text-center mb-12">
<i class="fas fa-timeline text-purple-600 mr-3"></i>
关键时间节点
</h2>
<div class="grid md:grid-cols-4 gap-8">
<div class="timeline-item text-center">
<div class="timeline-dot inline-block w-16 h-16 bg-gradient-to-br from-blue-500 to-purple-600 rounded-full flex items-center justify-center text-white font-bold mb-4">
2024
</div>
<h3 class="font-bold mb-2">背景发酵</h3>
<p class="text-sm text-gray-600">美国电力市场显露供应紧张</p>
</div>
<div class="timeline-item text-center">
<div class="timeline-dot inline-block w-16 h-16 bg-gradient-to-br from-purple-500 to-pink-600 rounded-full flex items-center justify-center text-white font-bold mb-4">
2025.01
</div>
<h3 class="font-bold mb-2">政策确认</h3>
<p class="text-sm text-gray-600">宣布国家能源紧急状态</p>
</div>
<div class="timeline-item text-center">
<div class="timeline-dot inline-block w-16 h-16 bg-gradient-to-br from-pink-500 to-red-600 rounded-full flex items-center justify-center text-white font-bold mb-4">
2025.11
</div>
<h3 class="font-bold mb-2">引爆点</h3>
<p class="text-sm text-gray-600">微软CEO确认，券商集中发布研报</p>
</div>
<div class="timeline-item text-center">
<div class="timeline-dot inline-block w-16 h-16 bg-gradient-to-br from-red-500 to-orange-600 rounded-full flex items-center justify-center text-white font-bold mb-4">
2026+
</div>
<h3 class="font-bold mb-2">兑现期</h3>
<p class="text-sm text-gray-600">订单落地，业绩释放</p>
</div>
</div>
</div>
</section>
<!-- Header -->
<header class="text-center py-8">
<h1 class="text-4xl sm:text-5xl md:text-6xl font-bold text-white glow-text-title tracking-wider">
北美缺电 x AI电力
</h1>
<p class="mt-4 text-lg sm:text-xl text-gray-300 glow-text-subtitle">
概念深度投研报告
</p>
<p class="mt-6 text-sm text-gray-500">
由 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>
</header>
<!-- Core Logic Section -->
<section class="py-16 bg-gray-100">
<div class="container mx-auto max-w-7xl px-4">
<h2 class="text-3xl font-bold text-center mb-12">
<i class="fas fa-brain text-indigo-600 mr-3"></i>
核心驱动逻辑
</h2>
<div class="grid md:grid-cols-3 gap-8">
<div class="bg-white rounded-2xl p-8 hover-scale shadow-lg">
<div class="text-4xl mb-4 text-red-500">
<i class="fas fa-rocket"></i>
</div>
<h3 class="text-xl font-bold mb-4">需求侧指数级冲击</h3>
<p class="text-gray-600 mb-4">
AI大模型训练带来算力需求指数增长，直接转化为数据中心巨大电力消耗
</p>
<div class="bg-red-50 rounded-lg p-4">
<div class="flex justify-between items-center">
<span class="font-semibold">2025年用电占比</span>
<span class="text-red-600 font-bold">个位数</span>
</div>
<div class="flex justify-between items-center mt-2">
<span class="font-semibold">2028年用电占比</span>
<span class="text-red-600 font-bold">~10%</span>
</div>
</div>
</div>
<!-- Insight -->
<main class="space-y-12">
<section id="insight" class="glass-card p-6 sm:p-8">
<h2 class="text-3xl font-bold mb-6 text-cyan-300">概念洞察 (Insight)</h2>
<div class="bg-white rounded-2xl p-8 hover-scale shadow-lg">
<div class="text-4xl mb-4 text-orange-500">
<i class="fas fa-exclamation-triangle"></i>
<div class="space-y-8 text-gray-300 text-base leading-relaxed">
<!-- 核心观点摘要 -->
<div>
<h3 class="text-2xl font-semibold mb-3 text-white border-l-4 border-cyan-400 pl-4">核心观点摘要</h3>
<p class="p-4 bg-black bg-opacity-20 rounded-lg border border-gray-700">“北美缺电AI电力”概念已从一个前瞻性的主题炒作，迅速演变为由 <strong class="text-cyan-400">真实且紧迫的供需失衡</strong> 驱动的基本面投资逻辑。其核心驱动力在于AI发展带来的 <strong class="text-fuchsia-400">“非线性”电力负荷增量</strong>，正冲击着北美老旧且僵化的电力系统，由此开启了一个覆盖“发-输-配-储-用”全环节、长达3-5年的电力基础设施资本开支超级周期。当前，市场正处于从认知缺口到寻找确定性解决方案的初期阶段，最具确定性的机会在于解决“燃眉之急”的设备环节。</p>
</div>
<h3 class="text-xl font-bold mb-4">供给侧结构性短板</h3>
<p class="text-gray-600 mb-4">
北美电网设备严重老化，海外巨头产能偏紧，无法满足AI数据中心建设需求
</p>
<div class="bg-orange-50 rounded-lg p-4">
<div class="flex items-center mb-2">
<i class="fas fa-history mr-2"></i>
<span class="font-semibold">设备老化: 70%超30年</span>
</div>
<div class="flex items-center">
<i class="fas fa-bolt mr-2"></i>
<span class="font-semibold">变压器需求: 230/345kV</span>
</div>
</div>
</div>
<div class="bg-white rounded-2xl p-8 hover-scale shadow-lg">
<div class="text-4xl mb-4 text-green-500">
<i class="fas fa-lightbulb"></i>
</div>
<h3 class="text-xl font-bold mb-4">解决方案多元化</h3>
<p class="text-gray-600 mb-4">
多路径并举解决缺电问题，推动电力设备出海和技术革新
</p>
<div class="space-y-2">
<div class="bg-green-50 rounded px-3 py-1 inline-block text-sm">
<i class="fas fa-fire mr-1"></i> 燃气轮机
</div>
<div class="bg-green-50 rounded px-3 py-1 inline-block text-sm">
<i class="fas fa-plug mr-1"></i> 变压器出海
</div>
<div class="bg-green-50 rounded px-3 py-1 inline-block text-sm">
<i class="fas fa-battery-full mr-1"></i> 储能系统
</div>
<div class="bg-green-50 rounded px-3 py-1 inline-block text-sm">
<i class="fas fa-microchip mr-1"></i> SST技术
</div>
</div>
</div>
</div>
</div>
</section>
<!-- Stock Data Table Section -->
<section class="py-16 bg-white">
<div class="container mx-auto max-w-7xl px-4">
<h2 class="text-3xl font-bold text-center mb-12">
<i class="fas fa-chart-pie text-blue-600 mr-3"></i>
核心标的股票池
</h2>
<div class="bg-gradient-to-r from-blue-50 to-purple-50 rounded-2xl p-6 mb-8">
<div class="flex flex-wrap gap-4 justify-center">
<div class="flex items-center bg-white rounded-lg px-4 py-2 shadow">
<span class="w-3 h-3 bg-red-500 rounded-full mr-2"></span>
<span class="text-sm font-semibold">燃气轮机</span>
<!-- 概念事件 -->
<div>
<h3 class="text-2xl font-semibold mb-3 text-white border-l-4 border-cyan-400 pl-4">0. 概念事件与演进</h3>
<p><strong class="text-gray-100">背景：</strong>长期以来，美国电网因设施老化（平均寿命35-40年，70%设备运行近30年）、区域互联性差（三大电网跨区输送能力仅1%）、资本开支不足及传统电源（火电）退役等问题，本已处于脆弱平衡状态。</p>
<p class="mt-2"><strong class="text-gray-100">核心冲突：</strong>AI算力需求的 <strong class="text-fuchsia-400">“摩尔定律”式增长</strong>，与电力基础设施 <strong class="text-amber-400">“线性、甚至停滞”的建设速度</strong> 之间，形成了剧烈的、不可调和的矛盾。</p>
<ul class="mt-4 list-disc list-inside space-y-2 pl-4">
<li><strong class="text-cyan-400">长期伏笔 (2021年起):</strong> 德州冬季风暴、加州山火等极端天气暴露系统脆弱性；马斯克反复提及“缺变压器”，预警供应链瓶颈。</li>
<li><strong class="text-cyan-400">引爆点 (2023-2024):</strong> 生成式AI爆发，AIDC建设进入指数增长，电力需求预期被颠覆。马斯克启动10万卡GPU集群，使AI耗电问题具体化。</li>
<li><strong class="text-cyan-400">共识形成 (2025年):</strong> 美国宣布能源紧急状态；微软CEO纳德拉、高盛等确认“电力是AI扩张最大瓶颈”；特斯拉证实储能产品Megapack在AIDC领域需求激增，产业、资本、政治三方共识形成。</li>
</ul>
</div>
<div class="flex items-center bg-white rounded-lg px-4 py-2 shadow">
<span class="w-3 h-3 bg-green-500 rounded-full mr-2"></span>
<span class="text-sm font-semibold">储能</span>
</div>
<div class="flex items-center bg-white rounded-lg px-4 py-2 shadow">
<span class="w-3 h-3 bg-blue-500 rounded-full mr-2"></span>
<span class="text-sm font-semibold">变压器/SST</span>
</div>
<div class="flex items-center bg-white rounded-lg px-4 py-2 shadow">
<span class="w-3 h-3 bg-purple-500 rounded-full mr-2"></span>
<span class="text-sm font-semibold">AIDC相关</span>
<!-- 核心逻辑与市场认知 -->
<div>
<h3 class="text-2xl font-semibold mb-3 text-white border-l-4 border-cyan-400 pl-4">1. 核心逻辑与市场认知</h3>
<ul class="space-y-4">
<li><strong class="text-gray-100">需求侧的结构性突变 ("大、急、稳"):</strong>
<ul class="list-disc list-inside pl-6 mt-2 text-gray-400">
<li><strong class="text-white">大 (Magnitude):</strong> 2030年AIDC新增功耗预计达 <strong class="text-amber-400">80-100GW</strong>，占美国当前最大负荷的25%以上。</li>
<li><strong class="text-white">急 (Urgency):</strong> AI军备竞赛不等人，而电网审批建设周期长达3年以上，时间错配催生短期解决方案刚需。</li>
<li><strong class="text-white">稳 (Stability):</strong> 7x24小时高质量供电要求，催生对备用电源（柴发、储能）和稳定基荷电源（燃机、核电）的强劲需求。</li>
</ul>
</li>
<li><strong class="text-gray-100">供给侧的系统性瓶颈:</strong>
<ul class="list-disc list-inside pl-6 mt-2 text-gray-400">
<li><strong class="text-white">源端不足:</strong> 传统火电退役，新能源间歇性无法满足AIDC稳定需求。</li>
<li><strong class="text-white">网端老旧:</strong> 设施陈旧，变压器等核心设备产能严重不足（交付周期>3年），且高度依赖进口。</li>
<li><strong class="text-white">政策滞后:</strong> 电网审批流程繁琐，跨区调度机制僵化。</li>
</ul>
</li>
<li><strong class="text-gray-100">预期差分析:</strong>
<ul class="list-disc list-inside pl-6 mt-2 text-gray-400">
<li><strong class="text-white">节奏与纯度：</strong>市场对储能、SST等中长期方案短期业绩可能过于乐观，低估了燃气轮机、变压器等“救火队员”的业绩爆发力。受益顺序：燃机/柴发(24-27) → 电网设备(24-26) → 储能(25-28) → 核电/燃料电池(26-长期)。</li>
<li><strong class="text-white">出海壁垒：</strong>成功出海不仅是关税，更是UL/CSA认证、渠道和本地化生产能力等“软实力”。</li>
<li><strong class="text-white">“开源”与“节流”：</strong>市场焦点在“开源”（增供），而液冷技术（节能30%）和AI优化电网等“节流”路径尚未被充分定价，可能是下一阶段热点。</li>
</ul>
</li>
</ul>
</div>
</div>
</div>
</section>
<div class="table-container">
<table class="w-full bg-white rounded-lg overflow-hidden shadow-lg">
<thead class="bg-gradient-to-r from-indigo-600 to-purple-600 text-white">
<!-- Bento Grid for Supporting Data -->
<section id="supporting-data">
<h2 class="text-3xl font-bold mb-6 text-cyan-300">关键数据与信号</h2>
<div class="bento-grid">
<div class="bento-item bento-item-large glass-card p-6">
<h3 class="font-semibold text-xl text-white mb-4">北美AIDC电力需求预测 (GW)</h3>
<div id="power-demand-chart" style="width: 100%; height: 300px;"></div>
</div>
<div class="bento-item bento-item-4 glass-card p-6 flex flex-col justify-center">
<h3 class="font-semibold text-xl text-white mb-2">现状速览</h3>
<p class="text-gray-300"><strong class="text-amber-400">200GW+</strong></p>
<p class="text-gray-400 text-sm mb-3">预计至2030年美国电力总缺口</p>
<p class="text-gray-300"><strong class="text-amber-400">+81%</strong></p>
<p class="text-gray-400 text-sm mb-3">2024年美国电力用户平均停电时长同比增幅</p>
<p class="text-gray-300"><strong class="text-amber-400">> 3年</strong></p>
<p class="text-gray-400 text-sm">大型变压器交付周期</p>
</div>
<div class="bento-item bento-item-2 glass-card p-6">
<h3 class="font-semibold text-xl text-white mb-4">新闻信号</h3>
<blockquote class="border-l-4 border-cyan-500 pl-4 italic text-gray-300 space-y-3">
<p>"美国AI数据中心受困于电力短缺与物理空间不足。" <span class="block text-right text-sm text-gray-500">- 微软CEO 纳德拉</span></p>
<p>"我们目前无法满足如此强劲的需求...数据中心订单也在不断增长。" <span class="block text-right text-sm text-gray-500">- 日立能源</span></p>
</blockquote>
</div>
<div class="bento-item bento-item-2 glass-card p-6">
<h3 class="font-semibold text-xl text-white mb-4">路演洞察</h3>
<blockquote class="border-l-4 border-fuchsia-500 pl-4 italic text-gray-300 space-y-3">
<p>"Megapack用于AI/数据中心需求'显著增长'；电池储能可将美国现有电网输出扩容一倍而无需新建电厂。" <span class="block text-right text-sm text-gray-500">- 特斯拉Q3电话会</span></p>
<p>"缺电根子在'主干网架弱互联'，优先看好电网设备外溢订单。" <span class="block text-right text-sm text-gray-500">- 分析师观点</span></p>
</blockquote>
</div>
<div class="bento-item bento-item-2 glass-card p-6">
<h3 class="font-semibold text-xl text-white mb-4">研报观点</h3>
<blockquote class="border-l-4 border-amber-500 pl-4 italic text-gray-300 space-y-3">
<p>"2030年美国AIDC能耗将达104-130GW，约占总发电功率16%。"</p>
<p>"燃气轮机发电具备建设周期快、电力输出稳定等特点，或成短期最优解决方案。"</p>
</blockquote>
</div>
</div>
</section>
<section id="path-and-risks" class="glass-card p-6 sm:p-8">
<h2 class="text-3xl font-bold mb-6 text-cyan-300">发展路径与潜在风险</h2>
<div class="grid md:grid-cols-2 gap-8 text-gray-300">
<div>
<h3 class="text-2xl font-semibold mb-3 text-white border-l-4 border-cyan-400 pl-4">2. 关键催化剂与发展路径</h3>
<ul class="space-y-4">
<li><strong class="text-gray-100">近期催化剂 (3-6个月):</strong>
<ul class="list-disc list-inside pl-6 mt-2 text-gray-400">
<li>政策落地：FERC数据中心并网新规（2026.4.30前）。</li>
<li>巨头指引：微软、谷歌等云厂商的资本开支(Capex)计划。</li>
<li>供应链信号：变压器等关键设备出口数据、价格及大额订单公告。</li>
<li>技术验证：固态变压器(SST)首个商业化标杆项目落地。</li>
</ul>
</li>
<li><strong class="text-gray-100">长期发展路径:</strong>
<ol class="list-decimal list-inside pl-6 mt-2 text-gray-400 space-y-2">
<li><strong class="text-white">应急响应 (24-26):</strong> 燃气轮机、柴发解决“电从哪来”，变压器解决“怎么接入”。</li>
<li><strong class="text-white">系统升级 (25-28):</strong> 储能（备电调峰）、HVDC需求爆发。</li>
<li><strong class="text-white">技术迭代 (27+):</strong> SST成主流，SOFC、小型核电规模化，AI赋能电网。</li>
</ol>
</li>
</ul>
</div>
<div>
<h3 class="text-2xl font-semibold mb-3 text-white border-l-4 border-fuchsia-400 pl-4">3. 潜在风险与挑战</h3>
<ul class="space-y-4">
<li><strong class="text-gray-100">技术风险:</strong>
<ul class="list-disc list-inside pl-6 mt-2 text-gray-400">
<li><strong class="text-white">SST:</strong> 产业化进程不确定，大规模应用尚需时日（2027年后），成本与技术成熟度是瓶颈。</li>
<li><strong class="text-white">SOFC:</strong> Bloom Energy近乎垄断，技术壁垒或成本较高，国内企业大规模切入存疑。</li>
</ul>
</li>
<li><strong class="text-gray-100">商业与政策风险:</strong>
<ul class="list-disc list-inside pl-6 mt-2 text-gray-400">
<li><strong class="text-white">需求不及预期:</strong> 若云厂商放缓AI资本开支，将削弱概念增长基础。</li>
<li><strong class="text-white">贸易保护主义:</strong> 美国贸易政策（IRA、301关税）是最大外部风险，影响中国企业出口。</li>
<li><strong class="text-white">审批延迟:</strong> FERC并网审批加速“尚未最终落地”，项目落地速度可能不及预期。</li>
</ul>
</li>
</ul>
</div>
</div>
</section>
<!-- Rise Analysis -->
<section id="rise-analysis">
<h2 class="text-3xl font-bold mb-6 text-cyan-300">涨幅异动深度解析</h2>
<div class="space-y-4">
<div class="collapse collapse-plus glass-card" x-data="{ open: false }">
<div class="collapse-title text-xl font-medium text-white flex justify-between items-center" @click="open = !open">
<span>白云电器 (603861) - 变压器出海龙头</span>
<span class="text-green-400">+10.02% (2025-09-11)</span>
</div>
<div class="collapse-content text-gray-300" x-show="open" x-collapse>
<div class="p-4 space-y-2 prose prose-invert max-w-none prose-p:text-gray-300 prose-strong:text-cyan-400">
<p><strong>核心结论:</strong> 北美AI数据中心电力缺口被官方量化，白云电器凭“UL+CSA双认证+墨西哥产能+3亿美元长单”成为机构抢筹的变压器出海首选。</p>
<p><strong>驱动逻辑:</strong> 官方缺口数据+头部总包长单+双认证产能落地，构成短期0→1业绩弹性，机构资金集中建仓。</p>
<p><strong>关键信息:</strong> 与美国Burns & McDonnell签5年框架，2026-2028年供应不少于3亿美元“GIS+变压器”成套升压站。</p>
</div>
</div>
</div>
<div class="collapse collapse-plus glass-card" x-data="{ open: false }">
<div class="collapse-title text-xl font-medium text-white flex justify-between items-center" @click="open = !open">
<span>上能电气 (300827) - 大储出海新星</span>
<span class="text-green-400">+20.0% (2025-11-13)</span>
</div>
<div class="collapse-content text-gray-300" x-show="open" x-collapse>
<div class="p-4 space-y-2 prose prose-invert max-w-none prose-p:text-gray-300 prose-strong:text-cyan-400">
<p><strong>核心结论:</strong> 外资瑞银首次以“AI数据中心缺电”逻辑将2026年全球储能需求上调至+40%，催化资金集中抢筹具备“大储+海外+待批定增”三重标签的上能电气。</p>
<p><strong>驱动逻辑:</strong> AI缺电报告引爆全球储能估值切换 + 25GW定增提供产能弹性 + PCS现货涨价验证需求。</p>
<p><strong>关键信息:</strong> 25GW组串式逆变器定增已获深交所审核通过，募投明确指向“大储、海外户用/工商业”场景。</p>
</div>
</div>
</div>
<div class="collapse collapse-plus glass-card" x-data="{ open: false }">
<div class="collapse-title text-xl font-medium text-white flex justify-between items-center" @click="open = !open">
<span>科泰电源 (300153) - 高功率备电黑马</span>
<span class="text-green-400">+5.33% (2025-11-06)</span>
</div>
<div class="collapse-content text-gray-300" x-show="open" x-collapse>
<div class="p-4 space-y-2 prose prose-invert max-w-none prose-p:text-gray-300 prose-strong:text-cyan-400">
<p><strong>核心结论:</strong> 市场深度传闻其凭借UL认证及绑定万国数据，独家供应3MW以上大功率备用电源切入北美AIDC（英伟达GB300/Rubin）供应链，引爆市场情绪。</p>
<p><strong>驱动逻辑:</strong> “北美缺电”β行情叠加“唯一可量产出海3MW电源”的高弹性α预期共振。</p>
<p><strong>关键信息:</strong> (传闻)是唯一可出海量产出货3MW大功率电源厂商，单价千万级，利润空间巨大，目标客户为Google、英伟达。</p>
</div>
</div>
</div>
</div>
</section>
<!-- Stock Table -->
<section id="stocks" class="glass-card overflow-x-auto">
<div class="p-6 sm:p-8">
<h2 class="text-3xl font-bold mb-6 text-cyan-300">产业链核心标的</h2>
<p class="mb-6 text-gray-400">以下为北美缺电AI电力概念下的产业链相关公司梳理，按细分赛道分类。</p>
</div>
<table class="daisy-table min-w-full text-sm">
<thead>
<tr>
<th class="px-4 py-3 text-left">股票代码</th>
<th class="px-4 py-3 text-left">股票名称</th>
<th class="px-4 py-3 text-left">核心行业</th>
<th class="px-4 py-3 text-left">项目/客户</th>
<th class="px-4 py-3 text-left">信息来源</th>
<th>股票名称</th>
<th>核心逻辑/原因</th>
<th>细分赛道</th>
<th>股票代码</th>
</tr>
</thead>
<tbody id="stockTableBody">
<!-- Stock data will be inserted here by JavaScript -->
<tbody class="text-gray-300">
<tr><td>金盘科技</td><td>已深度绑定亚马逊（签2年12亿元合作协议），对接XAI、Meta、谷歌、微软等；海外AIDC订单25年预计突破10亿元。</td><td class="text-cyan-400">变压器(含SST)</td><td><a href="https://valuefrontier.cn/company?scode=688676" target="_blank" class="text-amber-400 hover:underline">688676</a></td></tr>
<tr><td>思源电气</td><td>出海领先，北美订单有较大空间，25年预计2-3亿。</td><td class="text-cyan-400">AIDC相关</td><td><a href="https://valuefrontier.cn/company?scode=002028" target="_blank" class="text-amber-400 hover:underline">002028</a></td></tr>
<tr><td>伊戈尔</td><td>26年数据中心订单预期上调，增量主要来自美国；通过西门子审厂，SST团队扩充。</td><td class="text-cyan-400">变压器(含SST)</td><td><a href="https://valuefrontier.cn/company?scode=002922" target="_blank" class="text-amber-400 hover:underline">002922</a></td></tr>
<tr><td>阳光电源</td><td>北美储能业务稳居第一梯队，深度受益AIDC配储需求。</td><td class="text-fuchsia-400">储能</td><td><a href="https://valuefrontier.cn/company?scode=300274" target="_blank" class="text-amber-400 hover:underline">300274</a></td></tr>
<tr><td>阿特斯</td><td>子公司为全球最大储能电站开发商之一；25年储能出货中美国占比预计为50%。</td><td class="text-fuchsia-400">储能</td><td><a href="https://valuefrontier.cn/company?scode=688472" target="_blank" class="text-amber-400 hover:underline">688472</a></td></tr>
<tr><td>应流股份</td><td>国内燃机叶片龙头，与GE/贝克休斯/西门子等所有主流巨头深度合作。</td><td class="text-lime-400">燃气轮机</td><td><a href="https://valuefrontier.cn/company?scode=603308" target="_blank" class="text-amber-400 hover:underline">603308</a></td></tr>
<tr><td>飞沃科技</td><td>为GE Vernova提供燃气轮机燃烧室钣金件以及精密机加件。</td><td class="text-lime-400">燃气轮机</td><td><a href="https://valuefrontier.cn/company?scode=301232" target="_blank" class="text-amber-400 hover:underline">301232</a></td></tr>
<tr><td>三变科技</td><td>公司主变走进马斯克xAI超级计算机中心。</td><td class="text-cyan-400">变压器(含SST)</td><td><a href="https://valuefrontier.cn/company?scode=002112" target="_blank" class="text-amber-400 hover:underline">002112</a></td></tr>
<tr><td>四方股份</td><td>SST客户持续接洽中，与V客户合作进展超预期。</td><td class="text-cyan-400">变压器(含SST)</td><td><a href="https://valuefrontier.cn/company?scode=601126" target="_blank" class="text-amber-400 hover:underline">601126</a></td></tr>
<tr><td>海博思创</td><td>公司已与美国头部储能系统集成商Fluence建立合作，在美接洽GWh级别订单。</td><td class="text-fuchsia-400">储能</td><td><a href="https://valuefrontier.cn/company?scode=688411" target="_blank" class="text-amber-400 hover:underline">688411</a></td></tr>
<tr><td>特变电工</td><td>输变电龙头，出海占比提升，变压器在美国有历史业绩。</td><td class="text-cyan-400">变压器(含SST)</td><td><a href="https://valuefrontier.cn/company?scode=600089" target="_blank" class="text-amber-400 hover:underline">600089</a></td></tr>
<tr><td>航亚科技</td><td>压气机叶片、压气机盘、涡轮盘供货美国GE。</td><td class="text-lime-400">燃气轮机</td><td><a href="https://valuefrontier.cn/company?scode=688510" target="_blank" class="text-amber-400 hover:underline">688510</a></td></tr>
<tr><td>盛弘股份</td><td>布局中压UPS/HVDC/SST等数据中心电源解决方案，关注北美数据中心储能机会。</td><td class="text-cyan-400">AIDC相关</td><td><a href="https://valuefrontier.cn/company?scode=300693" target="_blank" class="text-amber-400 hover:underline">300693</a></td></tr>
<tr><td>振华股份</td><td>全球最大的铬盐生产公司（SOFC燃料电池连接体关键材料）。</td><td class="text-yellow-400">SOFC</td><td><a href="https://valuefrontier.cn/company?scode=603067" target="_blank" class="text-amber-400 hover:underline">603067</a></td></tr>
<tr><td>神马电力</td><td>全球复合绝缘子头部企业，是西门子、GE等全球头部电力设备企业核心供应商。</td><td class="text-gray-400">其他</td><td><a href="https://valuefrontier.cn/company?scode=603530" target="_blank" class="text-amber-400 hover:underline">603530</a></td></tr>
</tbody>
</table>
</div>
</div>
</section>
</table>
</section>
</main>
<!-- Investment Insights Section -->
<section class="py-16 bg-gray-100">
<div class="container mx-auto max-w-7xl px-4">
<h2 class="text-3xl font-bold text-center mb-12">
<i class="fas fa-binoculars text-green-600 mr-3"></i>
投资洞察与风险提示
</h2>
<div class="grid md:grid-cols-2 gap-8">
<div class="space-y-6">
<h3 class="text-2xl font-bold text-green-600 mb-4">
<i class="fas fa-chart-line mr-2"></i>投资机遇
</h3>
<div class="bg-white rounded-xl p-6 hover-scale shadow-lg">
<div class="flex items-start">
<div class="flex-shrink-0">
<div class="w-12 h-12 bg-green-100 rounded-full flex items-center justify-center">
<i class="fas fa-trophy text-green-600"></i>
</div>
</div>
<div class="ml-4">
<h4 class="font-bold text-lg mb-2">确定性最高：变压器出海</h4>
<p class="text-gray-600">解决当前最痛痛点（高压设备短缺），中国企业已具备全球竞争力</p>
</div>
</div>
</div>
<div class="bg-white rounded-xl p-6 hover-scale shadow-lg">
<div class="flex items-start">
<div class="flex-shrink-0">
<div class="w-12 h-12 bg-blue-100 rounded-full flex items-center justify-center">
<i class="fas fa-space-shuttle text-blue-600"></i>
</div>
</div>
<div class="ml-4">
<h4 class="font-bold text-lg mb-2">空间最大：储能与先进供电技术</h4>
<p class="text-gray-600">储能是解决电力波动的终极方案，SST代表下一代技术方向</p>
</div>
</div>
</div>
</div>
<div class="space-y-6">
<h3 class="text-2xl font-bold text-red-600 mb-4">
<i class="fas fa-exclamation-triangle mr-2"></i>潜在风险
</h3>
<div class="bg-white rounded-xl p-6 hover-scale shadow-lg border-l-4 border-red-500">
<div class="flex items-start">
<div class="flex-shrink-0">
<div class="w-12 h-12 bg-red-100 rounded-full flex items-center justify-center">
<i class="fas fa-globe-americas text-red-600"></i>
</div>
</div>
<div class="ml-4">
<h4 class="font-bold text-lg mb-2">地缘政治风险</h4>
<p class="text-gray-600">美国可能以"国家安全"为由设置贸易壁垒，影响出海逻辑</p>
</div>
</div>
</div>
<div class="bg-white rounded-xl p-6 hover-scale shadow-lg border-l-4 border-orange-500">
<div class="flex items-start">
<div class="flex-shrink-0">
<div class="w-12 h-12 bg-orange-100 rounded-full flex items-center justify-center">
<i class="fas fa-clock text-orange-600"></i>
</div>
</div>
<div class="ml-4">
<h4 class="font-bold text-lg mb-2">时间错配风险</h4>
<p class="text-gray-600">订单实际交付周期长达12-18个月，短期可能无法满足市场预期</p>
</div>
</div>
</div>
</div>
</div>
</div>
</section>
<!-- Key Tracking Metrics Section -->
<section class="py-16 bg-white">
<div class="container mx-auto max-w-7xl px-4">
<h2 class="text-3xl font-bold text-center mb-12">
<i class="fas fa-crosshairs text-purple-600 mr-3"></i>
后续关键跟踪指标
</h2>
<div class="grid md:grid-cols-4 gap-6">
<div class="bg-gradient-to-br from-blue-500 to-blue-600 text-white rounded-xl p-6 text-center hover-scale">
<i class="fas fa-file-contract text-4xl mb-4"></i>
<h3 class="font-bold text-lg mb-2">订单指标</h3>
<p class="text-sm opacity-90">核心企业框架协议落地</p>
<div class="mt-4 text-2xl font-bold">Q1-Q2</div>
</div>
<div class="bg-gradient-to-br from-green-500 to-green-600 text-white rounded-xl p-6 text-center hover-scale">
<i class="fas fa-industry text-4xl mb-4"></i>
<h3 class="font-bold text-lg mb-2">产能指标</h3>
<p class="text-sm opacity-90">海外工厂建设投产进度</p>
<div class="mt-4 text-2xl font-bold">持续</div>
</div>
<div class="bg-gradient-to-br from-purple-500 to-purple-600 text-white rounded-xl p-6 text-center hover-scale">
<i class="fas fa-chart-bar text-4xl mb-4"></i>
<h3 class="font-bold text-lg mb-2">财务指标</h3>
<p class="text-sm opacity-90">北美收入及毛利率变化</p>
<div class="mt-4 text-2xl font-bold">季度</div>
</div>
<div class="bg-gradient-to-br from-orange-500 to-orange-600 text-white rounded-xl p-6 text-center hover-scale">
<i class="fas fa-microchip text-4xl mb-4"></i>
<h3 class="font-bold text-lg mb-2">技术指标</h3>
<p class="text-sm opacity-90">SST产品商业化进展</p>
<div class="mt-4 text-2xl font-bold">2026</div>
</div>
</div>
</div>
</section>
<!-- Footer -->
<footer class="gradient-bg text-white py-12 px-4">
<div class="container mx-auto max-w-7xl">
<div class="text-center">
<h3 class="text-2xl font-bold mb-4">北美缺电AI电力投资主题</h3>
<p class="text-gray-200 mb-6">从宏大叙事到业绩验证的产业机遇</p>
<div class="flex justify-center space-x-6">
<div class="flex items-center">
<i class="fas fa-shield-alt mr-2"></i>
<span>高风险高收益</span>
</div>
<div class="flex items-center">
<i class="fas fa-calendar-alt mr-2"></i>
<span>中长期持有</span>
</div>
<div class="flex items-center">
<i class="fas fa-sync mr-2"></i>
<span>动态跟踪</span>
</div>
</div>
<div class="mt-8 text-sm opacity-75">
<p>⚠️ 投资有风险，入市需谨慎</p>
<p class="mt-2">本页面内容仅供参考，不构成投资建议</p>
</div>
</div>
</div>
</footer>
<!-- Footer -->
<footer class="text-center py-8">
<p class="text-sm text-gray-500">
免责声明：本报告由AI模型基于公开信息合成，旨在提供研究参考，不构成任何投资建议。市场有风险，投资需谨慎。
</p>
<p class="mt-2 text-xs text-gray-600">
© 2024 北京价值前沿科技有限公司. All Rights Reserved.
</p>
</footer>
</div>
<script>
// Stock data
const stockData = {
"北美缺电AI电力(251105)": [
{"stock": "飞沃科技", "行业": "燃气轮机", "项目": "为GE Vernova提供燃气轮机燃烧室钣金件以及精密机加件", "reason": "官微"},
{"stock": "航亚科技", "行业": "燃气轮机", "项目": "压气机叶片、压气机盘、涡轮盘供货美国GE", "reason": "调研"},
{"stock": "杰瑞股份", "行业": "燃气轮机", "战略合作": "与西门子能源等国际知名燃气轮机制造商建立战略合作关系", "reason": "互动"},
{"stock": "应流股份", "行业": "燃气轮机", "客户": "GE/贝克休斯/西门子/卡特彼勒/斯伦贝谢等龙头", "reason": "纪要"},
{"stock": "万泽股份", "行业": "燃气轮机", "项目": "两机热端部件核心供应商，配套西门子等头部企业", "reason": "纪要"},
{"stock": "航宇科技", "行业": "燃气轮机", "项目": "两机环锻件核心供应商，配套GE Vernova/贝克休斯/西门子等", "reason": "纪要"},
{"stock": "博盈特焊", "行业": "燃气轮机", "项目": "2025年9月越南工厂投产，承接北美HRSR需求", "reason": "研报"},
{"stock": "福鞍股份", "行业": "燃气轮机", "项目": "拟打造燃气轮机制造基地；美国通用电气、福伊特合格供应商", "reason": "公告"},
{"stock": "豪迈科技", "行业": "燃气轮机", "客户": "GE、三菱、西门子", "reason": "调研"},
{"stock": "联德股份", "行业": "燃气轮机", "项目": "捆绑卡特彼勒中小型燃气机铸件需求", "reason": "纪要"},
{"stock": "隆达股份", "行业": "燃气轮机", "项目": "燃机材料出海No.1，出海占比1/3", "reason": "纪要"},
{"stock": "精工科技", "行业": "燃气轮机", "项目": "与清航航空协同开发燃气轮机热端部件，切入全球燃机巨头供应链", "reason": "纪要"},
{"stock": "三角防务", "行业": "燃气轮机", "项目": "与西门子能源签署燃机项目开发协议及框架订单协议", "reason": "公告"},
{"stock": "常宝股份", "行业": "燃气轮机", "项目": "HRSG（主要应用于燃气轮机余热锅炉发电领域）；通用电气优秀供应商", "reason": "调研/年报"},
{"stock": "阳光电源", "行业": "储能", "项目": "业务稳居北美第一梯队", "reason": "纪要"},
{"stock": "阿特斯", "行业": "储能", "项目": "CSIQ子公司Recurrent Energy为全球最大公共事业规模太阳能和储能电站项目开发商之一；25年储能出货中美国占比预计50%", "reason": "公开资料/纪要"},
{"stock": "通润装备", "行业": "储能", "项目": "正泰电源产品连续多年稳居北美工商业光伏逆变器出货量第一", "reason": "调研"},
{"stock": "海博思创", "行业": "储能", "战略合作": "已与美国头部储能系统集成商Fluence建立合作关系", "reason": "年报"},
{"stock": "科陆电子", "行业": "储能", "项目": "在北美储能市场有深厚积累，加州德州多地区储能运营项目收益领先", "reason": "纪要"},
{"stock": "西典新能", "行业": "储能", "项目": "储能CCS独供T和阳光，卡位北美60%以上市场份额", "reason": "纪要"},
{"stock": "东方日升", "行业": "储能", "项目": "美国南卡罗来纳州1GWh储能工厂将于12月投产", "reason": "纪要"},
{"stock": "天合光能", "行业": "储能", "项目": "海外订单超10GWh，预计2025-2026年交付", "reason": "纪要"},
{"stock": "思源电气", "行业": "储能", "项目": "出海领先，25H1海外收入占比30%左右，北美订单2-3亿", "reason": "纪要"},
{"stock": "冰轮环境", "行业": "储能", "项目": "IDC订单爆发；提供一次侧冷水机组，子公司顿汉布什为全球百年企业；拥有美国/墨西哥/马来西亚等海外工厂", "reason": "纪要"},
{"stock": "盛弘股份", "行业": "储能", "项目": "配合宁德时代研发大储P产品，并较早关注北美数据中心相关储能机会；布局中压UPS/HVDC/SST等数据中心电源解决方案", "reason": "纪要"},
{"stock": "宏发股份", "行业": "储能", "项目": "继电器世界第一，延伸到AIDC领域，已给台达等大客户长期供货和合作", "reason": "纪要"},
{"stock": "京泉华", "行业": "AIDC相关", "客户": "BE最大的磁性元器件供应商（约80%）", "reason": "纪要"},
{"stock": "三环集团", "行业": "AIDC相关", "项目": "为BE隔膜板供应商一供", "reason": "纪要"},
{"stock": "振华股份", "行业": "SOFC", "项目": "全球最大的铬盐生产商（SOFC燃料电池连接体采用95%纯铬+5%纯铁）", "reason": "纪要"},
{"stock": "雄韬股份", "行业": "SOFC", "项目": "燃料电池解决方案覆盖储能发电应用场景；美国销售份额占公司营业收入比例不到3%", "reason": "互动"},
{"stock": "潍柴动力", "行业": "SOFC", "战略合作": "与锡里斯签署SOFC生产制造授权；潍柴动力北美公司", "reason": "新闻/公告"},
{"stock": "中国西电", "行业": "变压器含SST", "项目": "子公司西安西电拥有固态变压器研发能力及相关产品；涉美业务主要是与公司第二大股东及其关联方之间的业务往来，共同参与全球输配电市场开发", "reason": "互动"},
{"stock": "京泉华", "行业": "变压器含SST", "项目": "专注于SST系统内部中压中频变压器，是目前全球少数具备可靠量产能力的厂商。公司绑定伊顿", "reason": "纪要"},
{"stock": "金盘科技", "行业": "变压器含SST", "项目": "已深度绑定亚马逊（签2年12亿元合作协议），对接XAI、Meta、谷歌、微软等；海外AIDC订单25年预计突破10亿元，26年有望翻倍增长", "reason": "纪要"},
{"stock": "伊戈尔", "行业": "变压器含SST", "项目": "26年数据中心订单预期从8亿上调至9亿，增量主要来自美国；SST团队扩充，预计26年推出高频变压器（有电感技术积累）/整机", "reason": "纪要"},
{"stock": "保变电气", "行业": "变压器含SST", "项目": "公司是少数能向北美美达斯国家市场出口大容量调相变压器的企业之一", "reason": "半年报"},
{"stock": "三变科技", "行业": "变压器含SST", "项目": "公司主变走进马斯克xAI超级计算机中心", "reason": "官微"},
{"stock": "顺钠股份", "行业": "变压器含SST", "战略合作": "公司通过孙公司顺特电气（持股75%，施耐德持股25%），成为施耐德在中国唯一的变压器合资企业", "reason": "纪要"},
{"stock": "特变电工", "行业": "变压器含SST", "项目": "输变电龙头，出海占比提升，变压器在美国有历史业绩", "reason": "纪要"},
{"stock": "四方股份", "行业": "变压器含SST", "项目": "SST客户持续洽谈中", "reason": "纪要"},
{"stock": "可立克", "行业": "变压器含SST", "项目": "SST产品可出整机，公司与全球头部企业保持良好合作关系（欧美大厂已把需求给到公司）", "reason": "纪要"},
{"stock": "新特电气", "行业": "变压器含SST", "项目": "公司在布局固态变压器配套用变压器的研发与创新；公司产品拥有北美UL认证", "reason": "调研/互动"},
{"stock": "华明装备", "行业": "变压器含SST", "项目": "变压器分接开关；持续推进北美市场认证", "reason": "研报"},
{"stock": "三星医疗", "行业": "其他", "项目": "下属控股子公司南森墨西哥中标美国Nexgrid智能电表框架项目，合同金额总计2,955.50万美元，约合2.12亿人民币", "reason": "公告"},
{"stock": "广信科技", "行业": "其他", "项目": "绝缘纸，西门子送样通过认证", "reason": "研报"},
{"stock": "神马电力", "行业": "其他", "项目": "全球复合绝缘子头部企业，是西门子、GE等全球头部电力设备企业核心供应商", "reason": "纪要"}
// ECharts initialization
var chartDom = document.getElementById('power-demand-chart');
var myChart = echarts.init(chartDom);
var option;
option = {
backgroundColor: 'transparent',
tooltip: {
trigger: 'axis',
axisPointer: {
type: 'shadow'
},
backgroundColor: 'rgba(0, 0, 0, 0.7)',
borderColor: '#aaa',
textStyle: {
color: '#fff'
}
},
grid: {
left: '3%',
right: '4%',
bottom: '3%',
containLabel: true
},
xAxis: [
{
type: 'category',
data: ['2025E', '2026E', '2027E', '2028E', '2030E'],
axisTick: {
alignWithLabel: true
},
axisLine: {
lineStyle: { color: 'rgba(255, 255, 255, 0.3)' }
},
axisLabel: { color: '#e0e0e0' }
}
],
yAxis: [
{
type: 'value',
name: '需求 (GW)',
nameTextStyle: { color: '#e0e0e0' },
axisLine: {
show: true,
lineStyle: { color: 'rgba(255, 255, 255, 0.3)' }
},
axisLabel: { color: '#e0e0e0' },
splitLine: {
lineStyle: {
color: 'rgba(255, 255, 255, 0.1)'
}
}
}
],
series: [
{
name: '电力需求',
type: 'bar',
barWidth: '60%',
data: [19, 35, 51, 67, 117], // Using avg 117 for 2030 (104-130)
itemStyle: {
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
{ offset: 0, color: '#00c6ff' },
{ offset: 1, color: '#0072ff' }
])
},
emphasis: {
itemStyle: {
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
{ offset: 0, color: '#f0f' },
{ offset: 1, color: '#00c6ff' }
])
}
}
}
]
};
// Industry color mapping
const industryColors = {
"燃气轮机": "red",
"储能": "green",
"变压器含SST": "blue",
"AIDC相关": "purple",
"SOFC": "orange",
"其他": "gray"
};
// Populate table
function populateTable() {
const tbody = document.getElementById('stockTableBody');
const stocks = stockData["北美缺电AI电力(251105)"];
stocks.forEach((item, index) => {
const row = document.createElement('tr');
row.className = index % 2 === 0 ? 'bg-gray-50' : 'bg-white';
row.className += ' hover:bg-blue-50 transition-colors';
const industryColor = industryColors[item.行业] || 'gray';
row.innerHTML = `
<td class="px-4 py-3 font-semibold">${item.stock}</td>
<td class="px-4 py-3">${item.stock}</td>
<td class="px-4 py-3">
<span class="inline-flex items-center px-2.5 py-0.5 rounded-full text-xs font-medium bg-${industryColor}-100 text-${industryColor}-800">
${item.行业}
</span>
</td>
<td class="px-4 py-3 text-sm">
<div>${item.项目 || item.客户 || item.战略合作 || '-'}</div>
</td>
<td class="px-4 py-3">
<span class="inline-flex items-center px-2 py-1 rounded text-xs font-medium bg-gray-100 text-gray-800">
<i class="fas fa-info-circle mr-1"></i>
${item.reason}
</span>
</td>
`;
tbody.appendChild(row);
});
}
// Initialize on load
document.addEventListener('DOMContentLoaded', populateTable);
// Smooth scroll for navigation
document.querySelectorAll('a[href^="#"]').forEach(anchor => {
anchor.addEventListener('click', function (e) {
e.preventDefault();
document.querySelector(this.getAttribute('href')).scrollIntoView({
behavior: 'smooth'
});
});
});
myChart.setOption(option);
window.addEventListener('resize', myChart.resize);
</script>
</body>
</html>
</html>