update pay ui
This commit is contained in:
@@ -1,615 +1,370 @@
|
||||
|
||||
<!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>寒潮投资概念深度解析 - 季节性事件驱动的短期机遇</title>
|
||||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.0/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||||
<title>寒潮概念深度投研报告</title>
|
||||
|
||||
<!-- Tailwind & DaisyUI CDN -->
|
||||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.2/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||||
<script src="https://cdn.tailwindcss.com"></script>
|
||||
<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
|
||||
|
||||
<!-- Alpine.js CDN -->
|
||||
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
|
||||
|
||||
<!-- ECharts CDN -->
|
||||
<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
|
||||
|
||||
<!-- Google Fonts: Inter -->
|
||||
<link rel="preconnect" href="https://fonts.googleapis.com">
|
||||
<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
|
||||
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&display=swap" rel="stylesheet">
|
||||
|
||||
<style>
|
||||
@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap');
|
||||
|
||||
body {
|
||||
font-family: 'Inter', sans-serif;
|
||||
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
|
||||
font-family: 'Inter', 'Helvetica Neue', 'Arial', 'PingFang SC', 'Hiragino Sans GB', 'Microsoft YaHei', 'WenQuanYi Micro Hei', sans-serif;
|
||||
background-color: #020414;
|
||||
background-image:
|
||||
radial-gradient(circle at 15% 20%, hsla(217, 71%, 54%, 0.15) 0%, transparent 40%),
|
||||
radial-gradient(circle at 85% 75%, hsla(283, 47%, 49%, 0.15) 0%, transparent 40%),
|
||||
radial-gradient(circle at 50% 50%, hsla(180, 93%, 72%, 0.05) 0%, transparent 30%);
|
||||
background-attachment: fixed;
|
||||
min-height: 100vh;
|
||||
}
|
||||
|
||||
.glass-morphism {
|
||||
background: rgba(255, 255, 255, 0.95);
|
||||
backdrop-filter: blur(10px);
|
||||
border: 1px solid rgba(255, 255, 255, 0.18);
|
||||
|
||||
.glass-card {
|
||||
background: rgba(15, 23, 42, 0.4); /* slate-900 with alpha */
|
||||
backdrop-filter: blur(20px) saturate(180%);
|
||||
-webkit-backdrop-filter: blur(20px) saturate(180%);
|
||||
border: 1px solid rgba(255, 255, 255, 0.08);
|
||||
}
|
||||
|
||||
.text-glow {
|
||||
text-shadow: 0 0 12px hsla(180, 100%, 50%, 0.7);
|
||||
}
|
||||
|
||||
.hero-gradient {
|
||||
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
|
||||
.section-title-glow {
|
||||
text-shadow: 0 0 16px hsla(190, 90%, 60%, 0.6), 0 0 4px hsla(190, 90%, 60%, 0.8);
|
||||
}
|
||||
|
||||
.timeline-item-custom::before {
|
||||
background-color: hsl(var(--p));
|
||||
box-shadow: 0 0 10px hsl(var(--p) / 0.7);
|
||||
}
|
||||
|
||||
.card-hover {
|
||||
transition: all 0.3s ease;
|
||||
.table thead th {
|
||||
background-color: rgba(0, 150, 255, 0.1);
|
||||
color: #b0c4de; /* Light Steel Blue */
|
||||
border-bottom: 1px solid rgba(0, 150, 255, 0.2);
|
||||
}
|
||||
|
||||
.table tbody tr {
|
||||
border-bottom-color: rgba(255, 255, 255, 0.08);
|
||||
}
|
||||
|
||||
.card-hover:hover {
|
||||
transform: translateY(-5px);
|
||||
box-shadow: 0 20px 40px rgba(0,0,0,0.1);
|
||||
}
|
||||
|
||||
.pulse-animation {
|
||||
animation: pulse 2s infinite;
|
||||
}
|
||||
|
||||
@keyframes pulse {
|
||||
0% { transform: scale(1); }
|
||||
50% { transform: scale(1.05); }
|
||||
100% { transform: scale(1); }
|
||||
}
|
||||
|
||||
.timeline-item::before {
|
||||
content: '';
|
||||
position: absolute;
|
||||
left: -8px;
|
||||
top: 50%;
|
||||
transform: translateY(-50%);
|
||||
width: 16px;
|
||||
height: 16px;
|
||||
border-radius: 50%;
|
||||
background: #667eea;
|
||||
box-shadow: 0 0 0 4px rgba(102, 126, 234, 0.2);
|
||||
}
|
||||
|
||||
.timeline-line {
|
||||
position: absolute;
|
||||
left: 0;
|
||||
top: 0;
|
||||
bottom: 0;
|
||||
width: 2px;
|
||||
background: linear-gradient(180deg, #667eea, #764ba2);
|
||||
}
|
||||
|
||||
.stock-table {
|
||||
display: block;
|
||||
overflow-x: auto;
|
||||
white-space: nowrap;
|
||||
}
|
||||
|
||||
@media (max-width: 768px) {
|
||||
.stock-table {
|
||||
font-size: 0.75rem;
|
||||
}
|
||||
}
|
||||
|
||||
.floating-icon {
|
||||
animation: float 3s ease-in-out infinite;
|
||||
}
|
||||
|
||||
@keyframes float {
|
||||
0%, 100% { transform: translateY(0); }
|
||||
50% { transform: translateY(-10px); }
|
||||
}
|
||||
|
||||
.gradient-text {
|
||||
background: linear-gradient(135deg, #667eea, #764ba2);
|
||||
-webkit-background-clip: text;
|
||||
-webkit-text-fill-color: transparent;
|
||||
background-clip: text;
|
||||
.table tbody tr:last-child {
|
||||
border-bottom: none;
|
||||
}
|
||||
</style>
|
||||
</head>
|
||||
<body class="bg-gray-50">
|
||||
<!-- Hero Section -->
|
||||
<div class="hero-gradient text-white py-20">
|
||||
<div class="container mx-auto px-4">
|
||||
<div class="flex flex-col md:flex-row items-center justify-between">
|
||||
<div class="md:w-2/3 mb-10 md:mb-0">
|
||||
<div class="flex items-center mb-4">
|
||||
<i class="fas fa-snowflake text-4xl mr-4 floating-icon"></i>
|
||||
<h1 class="text-5xl font-bold">寒潮投资概念</h1>
|
||||
</div>
|
||||
<p class="text-xl mb-6">季节性事件驱动的短期机遇分析</p>
|
||||
<div class="grid grid-cols-2 md:grid-cols-4 gap-4">
|
||||
<div class="bg-white/20 backdrop-blur rounded-lg p-4">
|
||||
<div class="text-3xl font-bold">15-30</div>
|
||||
<div class="text-sm">有效窗口期（天）</div>
|
||||
</div>
|
||||
<div class="bg-white/20 backdrop-blur rounded-lg p-4">
|
||||
<div class="text-3xl font-bold">3次</div>
|
||||
<div class="text-sm">2024-25预警峰值</div>
|
||||
</div>
|
||||
<div class="bg-white/20 backdrop-blur rounded-lg p-4">
|
||||
<div class="text-3xl font-bold">10%</div>
|
||||
<div class="text-sm">波司登单日涨幅</div>
|
||||
</div>
|
||||
<div class="bg-white/20 backdrop-blur rounded-lg p-4">
|
||||
<div class="text-3xl font-bold">60万吨</div>
|
||||
<div class="text-sm">东三省日耗峰值</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="md:w-1/3">
|
||||
<div class="bg-white/10 backdrop-blur rounded-2xl p-6">
|
||||
<h3 class="text-xl font-semibold mb-4">当前阶段判断</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="flex items-center">
|
||||
<i class="fas fa-fire text-yellow-400 mr-3"></i>
|
||||
<span>季节性事件驱动高峰期</span>
|
||||
</div>
|
||||
<div class="flex items-center">
|
||||
<i class="fas fa-chart-line text-green-400 mr-3"></i>
|
||||
<span>短期主题投资机会</span>
|
||||
</div>
|
||||
<div class="flex items-center">
|
||||
<i class="fas fa-exclamation-triangle text-orange-400 mr-3"></i>
|
||||
<span>非长期产业趋势</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<body class="text-slate-300">
|
||||
<div class="container mx-auto p-4 md:p-8 space-y-12">
|
||||
<!-- Header -->
|
||||
<header class="text-center space-y-4">
|
||||
<h1 class="text-4xl md:text-6xl font-bold text-transparent bg-clip-text bg-gradient-to-r from-cyan-300 via-sky-400 to-blue-500 section-title-glow tracking-wider">
|
||||
寒潮 (Cold Snap)
|
||||
</h1>
|
||||
<h2 class="text-xl md:text-2xl text-slate-400 font-light">概念深度投研报告</h2>
|
||||
<p class="text-xs text-slate-500 pt-2">
|
||||
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
|
||||
<br>
|
||||
本报告为AI合成数据，投资需谨慎。
|
||||
</p>
|
||||
</header>
|
||||
|
||||
<!-- Main Content -->
|
||||
<div class="container mx-auto px-4 py-10">
|
||||
<!-- 时间轴 -->
|
||||
<div class="glass-morphism rounded-2xl p-8 mb-8">
|
||||
<h2 class="text-3xl font-bold gradient-text mb-6">概念事件时间轴</h2>
|
||||
<div class="relative">
|
||||
<div class="timeline-line"></div>
|
||||
<div class="space-y-6">
|
||||
<div class="timeline-item relative pl-8">
|
||||
<div class="bg-blue-50 rounded-lg p-4">
|
||||
<div class="font-semibold text-blue-600">2024年11月下旬</div>
|
||||
<div>首轮预警启动，寒潮蓝色预警，0℃线南压至苏皖北部</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="timeline-item relative pl-8">
|
||||
<div class="bg-orange-50 rounded-lg p-4">
|
||||
<div class="font-semibold text-orange-600">2025年1月23日</div>
|
||||
<div>中国气象局启动寒潮暴雪Ⅲ级应急响应，局地降温超20℃</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="timeline-item relative pl-8">
|
||||
<div class="bg-purple-50 rounded-lg p-4">
|
||||
<div class="font-semibold text-purple-600">2025年1-2月</div>
|
||||
<div>欧美同步寒潮，德国天然气消费激增，TTF价格突破50美元</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="timeline-item relative pl-8">
|
||||
<div class="bg-green-50 rounded-lg p-4">
|
||||
<div class="font-semibold text-green-600">2025年3月</div>
|
||||
<div>寒潮延续至春季，北京发布蓝色预警，0℃线南压至秦岭</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 核心逻辑 -->
|
||||
<div class="grid md:grid-cols-3 gap-6 mb-8">
|
||||
<div class="glass-morphism rounded-xl p-6 card-hover">
|
||||
<div class="text-blue-500 text-4xl mb-4">
|
||||
<i class="fas fa-cloud-showers-heavy"></i>
|
||||
</div>
|
||||
<h3 class="text-xl font-bold mb-3">气象灾害冲击</h3>
|
||||
<p class="text-gray-600">全国大部降温6-10℃，局地超20℃，官方定调"极端天气事件"</p>
|
||||
<div class="mt-4 pt-4 border-t">
|
||||
<span class="text-sm text-gray-500">东三省日耗从35万→60万吨/天</span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="glass-morphism rounded-xl p-6 card-hover">
|
||||
<div class="text-purple-500 text-4xl mb-4">
|
||||
<i class="fas fa-link"></i>
|
||||
</div>
|
||||
<h3 class="text-xl font-bold mb-3">供应链脆弱性</h3>
|
||||
<p class="text-gray-600">上游原料紧张、中游订单爆单、下游需求即时</p>
|
||||
<div class="mt-4 pt-4 border-t">
|
||||
<span class="text-sm text-gray-500">古麒绒材羽绒收入占比99.27%</span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="glass-morphism rounded-xl p-6 card-hover">
|
||||
<div class="text-green-500 text-4xl mb-4">
|
||||
<i class="fas fa-bolt"></i>
|
||||
</div>
|
||||
<h3 class="text-xl font-bold mb-3">能源刚性需求</h3>
|
||||
<p class="text-gray-600">空调制热+煤炭/天然气供暖叠加，需求非线性增长</p>
|
||||
<div class="mt-4 pt-4 border-t">
|
||||
<span class="text-sm text-gray-500">提前10天供暖多耗5000万吨煤</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 产业链分析 -->
|
||||
<div class="glass-morphism rounded-2xl p-8 mb-8">
|
||||
<h2 class="text-3xl font-bold gradient-text mb-6">产业链四象限模型</h2>
|
||||
<div class="grid md:grid-cols-2 gap-6">
|
||||
<div class="bg-gradient-to-br from-blue-50 to-indigo-50 rounded-xl p-6">
|
||||
<h3 class="text-lg font-bold text-blue-700 mb-4">能源链（需求强度：★★★★★）</h3>
|
||||
<div class="space-y-2">
|
||||
<div class="flex justify-between">
|
||||
<span>上游资源：</span>
|
||||
<span class="font-semibold">中国神华、陕西煤业</span>
|
||||
</div>
|
||||
<div class="flex justify-between">
|
||||
<span>中游制造：</span>
|
||||
<span class="font-semibold">古麒绒材</span>
|
||||
</div>
|
||||
<div class="flex justify-between">
|
||||
<span>下游消费：</span>
|
||||
<span class="font-semibold">波司登</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="bg-gradient-to-br from-green-50 to-emerald-50 rounded-xl p-6">
|
||||
<h3 class="text-lg font-bold text-green-700 mb-4">设备链（需求强度：★★★★）</h3>
|
||||
<div class="space-y-2">
|
||||
<div class="flex justify-between">
|
||||
<span>核心原料：</span>
|
||||
<span class="font-semibold">棉花/鸭绒</span>
|
||||
</div>
|
||||
<div class="flex justify-between">
|
||||
<span>热泵设备：</span>
|
||||
<span class="font-semibold">日出东方、双良节能</span>
|
||||
</div>
|
||||
<div class="flex justify-between">
|
||||
<span>终端零售：</span>
|
||||
<span class="font-semibold">彩虹集团</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="bg-gradient-to-br from-purple-50 to-pink-50 rounded-xl p-6">
|
||||
<h3 class="text-lg font-bold text-purple-700 mb-4">服务链（需求强度：★★★）</h3>
|
||||
<div class="space-y-2">
|
||||
<div class="flex justify-between">
|
||||
<span>电力供应：</span>
|
||||
<span class="font-semibold">华能、华电</span>
|
||||
</div>
|
||||
<div class="flex justify-between">
|
||||
<span>智能温控：</span>
|
||||
<span class="font-semibold">瑞纳智能</span>
|
||||
</div>
|
||||
<div class="flex justify-between">
|
||||
<span>热力服务：</span>
|
||||
<span class="font-semibold">联美控股</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="bg-gradient-to-br from-orange-50 to-yellow-50 rounded-xl p-6">
|
||||
<h3 class="text-lg font-bold text-orange-700 mb-4">消费品链（需求强度：★★）</h3>
|
||||
<div class="space-y-2">
|
||||
<div class="flex justify-between">
|
||||
<span>品牌服装：</span>
|
||||
<span class="font-semibold">波司登、太平鸟</span>
|
||||
</div>
|
||||
<div class="flex justify-between">
|
||||
<span>家居保暖：</span>
|
||||
<span class="font-semibold">真爱美家</span>
|
||||
</div>
|
||||
<div class="flex justify-between">
|
||||
<span>小家电：</span>
|
||||
<span class="font-semibold">彩虹集团</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 股票数据表格 -->
|
||||
<div class="glass-morphism rounded-2xl p-8 mb-8">
|
||||
<h2 class="text-3xl font-bold gradient-text mb-6">相关上市公司一览</h2>
|
||||
<!-- Main Content Grid -->
|
||||
<main class="space-y-12">
|
||||
|
||||
<!-- 供热/暖板块 -->
|
||||
<div class="mb-8">
|
||||
<h3 class="text-xl font-semibold mb-4 text-blue-600">
|
||||
<i class="fas fa-fire mr-2"></i>供热/暖板块
|
||||
<!-- Insight Section -->
|
||||
<section id="insight" class="glass-card rounded-3xl p-6 md:p-8">
|
||||
<h3 class="text-2xl font-semibold mb-6 text-cyan-300 text-glow">
|
||||
<span class="inline-block mr-2">✧</span>核心洞察：多维解析与投资启示
|
||||
</h3>
|
||||
<div class="stock-table">
|
||||
<table class="table table-zebra table-compact w-full">
|
||||
<thead>
|
||||
<tr class="bg-blue-100">
|
||||
<th>股票代码</th>
|
||||
<th>公司名称</th>
|
||||
<th>相关性描述</th>
|
||||
<th>核心逻辑</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td>-</td>
|
||||
<td>联美控股</td>
|
||||
<td>2025H1供暖及蒸汽收入14.16亿元，占比74.62%</td>
|
||||
<td>供暖收入占比高，直接受益寒潮</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>-</td>
|
||||
<td>惠天热电</td>
|
||||
<td>沈阳市大型专业供热上市公司，2025H1供暖供热气11.66亿元，占比96.35%</td>
|
||||
<td>专业供热且收入占比极高</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>-</td>
|
||||
<td>京能热力</td>
|
||||
<td>实控人北京市国资委（持股28.46%）；2025H1热力服务收入6.55亿元，占比84.67%</td>
|
||||
<td>国资控股保障，区域垄断性强</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>-</td>
|
||||
<td>金房能源</td>
|
||||
<td>2025H1供热行业6.55亿元，占比97.59%；北京地区占比62.11%</td>
|
||||
<td>供热收入占比极高，区域集中</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>-</td>
|
||||
<td>瑞纳智能</td>
|
||||
<td>2025H1供热节能服务0.74亿元，占比79.59%</td>
|
||||
<td>智慧供暖，技术壁垒高</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 热泵板块 -->
|
||||
<div class="mb-8">
|
||||
<h3 class="text-xl font-semibold mb-4 text-green-600">
|
||||
<i class="fas fa-temperature-high mr-2"></i>热泵板块
|
||||
</h3>
|
||||
<div class="stock-table">
|
||||
<table class="table table-zebra table-compact w-full">
|
||||
<thead>
|
||||
<tr class="bg-green-100">
|
||||
<th>股票代码</th>
|
||||
<th>公司名称</th>
|
||||
<th>相关性描述</th>
|
||||
<th>核心逻辑</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td>-</td>
|
||||
<td>日出东方</td>
|
||||
<td>推进以空气能热泵为龙头业务的战略布局；空气能热泵产能10万套左右</td>
|
||||
<td>热泵为核心业务，西藏项目17.67亿</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>-</td>
|
||||
<td>万和电气</td>
|
||||
<td>2024年推出的R290热泵产品成为行业内的佼佼者</td>
|
||||
<td>R290热泵技术领先</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>-</td>
|
||||
<td>双良节能</td>
|
||||
<td>中国最大的溴化锂制冷机、吸收式热泵和空冷器生产商和集成商</td>
|
||||
<td>溴化锂热泵领域龙头</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>-</td>
|
||||
<td>振邦智能</td>
|
||||
<td>空气能热泵是公司主要产品智能电器控制器的主要应用之一</td>
|
||||
<td>热泵控制器核心供应商</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 御寒产品板块 -->
|
||||
<div class="mb-8">
|
||||
<h3 class="text-xl font-semibold mb-4 text-purple-600">
|
||||
<i class="fas fa-tshirt mr-2"></i>御寒产品板块
|
||||
</h3>
|
||||
<div class="stock-table">
|
||||
<table class="table table-zebra table-compact w-full">
|
||||
<thead>
|
||||
<tr class="bg-purple-100">
|
||||
<th>股票代码</th>
|
||||
<th>公司名称</th>
|
||||
<th>相关性描述</th>
|
||||
<th>核心逻辑</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td>-</td>
|
||||
<td>古麒绒材</td>
|
||||
<td>主要产品为高规格羽绒材料，2025H1羽绒行业5.33亿元，占比99.27%</td>
|
||||
<td>最纯粹的羽绒原料标的</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>-</td>
|
||||
<td>华英农业</td>
|
||||
<td>2025H1羽绒13.55亿元，占比65.43%</td>
|
||||
<td>羽绒收入占比较高</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>-</td>
|
||||
<td>真爱美家</td>
|
||||
<td>2025H1毛毯3.45亿元，占比88%，保暖性和舒适度高</td>
|
||||
<td>毛毯收入占比极高</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>-</td>
|
||||
<td>彩虹集团</td>
|
||||
<td>电热毯行业龙头；2025H1家用柔性取暖系列3.56亿元，占比65.73%</td>
|
||||
<td>电热毯龙头，需求反馈最快</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 能源板块 -->
|
||||
<div class="mb-8">
|
||||
<h3 class="text-xl font-semibold mb-4 text-orange-600">
|
||||
<i class="fas fa-oil-can mr-2"></i>能源板块
|
||||
</h3>
|
||||
<div class="stock-table">
|
||||
<table class="table table-zebra table-compact w-full">
|
||||
<thead>
|
||||
<tr class="bg-orange-100">
|
||||
<th>股票代码</th>
|
||||
<th>公司名称</th>
|
||||
<th>相关性描述</th>
|
||||
<th>核心逻辑</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td>601088</td>
|
||||
<td>中国神华</td>
|
||||
<td>煤炭产业链龙头，股息率4.8%</td>
|
||||
<td>长协煤保供能力强，现金流稳定</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>601225</td>
|
||||
<td>陕西煤业</td>
|
||||
<td>煤炭产业链，股息率4.5%</td>
|
||||
<td>资源禀赋优秀，成本优势明显</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>600188</td>
|
||||
<td>兖矿能源</td>
|
||||
<td>煤炭产业链，澳洲产能占比高</td>
|
||||
<td>受益国际煤价上涨，弹性大</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>601018</td>
|
||||
<td>中煤能源</td>
|
||||
<td>煤炭产业链，央企背景</td>
|
||||
<td>产能规模大，保供主力</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>600997</td>
|
||||
<td>开滦股份</td>
|
||||
<td>焦炭产业链，煤焦一体化</td>
|
||||
<td>焦煤涨价受益，弹性较好</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 投资策略 -->
|
||||
<div class="grid md:grid-cols-2 gap-6 mb-8">
|
||||
<div class="glass-morphism rounded-xl p-6">
|
||||
<h3 class="text-xl font-bold mb-4 text-green-600">
|
||||
<i class="fas fa-chess-rook mr-2"></i>操作策略
|
||||
</h3>
|
||||
<div class="space-y-4">
|
||||
<div class="bg-green-50 rounded-lg p-4">
|
||||
<div class="font-semibold mb-2">三日法则</div>
|
||||
<p class="text-sm text-gray-600">每3日评估一次，若数据未达预期立即减半</p>
|
||||
<div class="space-y-8 text-slate-300 text-base leading-relaxed">
|
||||
<div>
|
||||
<h4 class="font-semibold text-lg text-sky-400 mb-2">0. 概念事件总览</h4>
|
||||
<p>“寒潮”概念是一个典型的由自然天气事件驱动的、具有高度季节性和周期性的投资主题。其核心催化剂为国家级或大范围的强冷空气活动预警和实际发生，通过影响能源消耗、消费品需求、农业生产和交通运输等多个领域，从而在资本市场引发连锁反应。其激活路径清晰：<strong class="text-cyan-400">气象预警（催化）→ 媒体报道（发酵）→ 产业链价格/销量变化（验证）→ 资本市场股价反应（兑现）</strong>。</p>
|
||||
</div>
|
||||
<div class="bg-yellow-50 rounded-lg p-4">
|
||||
<div class="font-semibold mb-2">止损纪律</div>
|
||||
<p class="text-sm text-gray-600">买入3日内若下跌超5%，立即止损</p>
|
||||
<div>
|
||||
<h4 class="font-semibold text-lg text-sky-400 mb-2">1. 核心观点摘要</h4>
|
||||
<p>“寒潮”概念是一个由<strong class="text-cyan-400">需求冲击</strong>驱动的、具备高确定性和短爆发力的<strong class="text-cyan-400">周期性交易主题</strong>。其核心驱动力在于气温骤降对能源（煤炭、天然气）的刚性消耗需求和对御寒消费品（服装、取暖设备）的瞬时脉冲式需求的双重拉动。当前，市场对这一逻辑已形成广泛共识，投资机会主要存在于<strong class="text-cyan-400">预期差的博弈</strong>（如寒潮强度、持续时间超预期）和<strong class="text-cyan-400">产业链利润传导的弹性环节</strong>（如上游原材料价格暴涨）。</p>
|
||||
</div>
|
||||
<div class="bg-blue-50 rounded-lg p-4">
|
||||
<div class="font-semibold mb-2">仓位控制</div>
|
||||
<p class="text-sm text-gray-600">主题配置不超过10%，卫星策略定位</p>
|
||||
<div>
|
||||
<h4 class="font-semibold text-lg text-sky-400 mb-2">2. 核心逻辑与市场认知分析</h4>
|
||||
<p>寒潮概念的根本逻辑是“降温→需求激增”的直接传导，可拆分为三个层次：</p>
|
||||
<ul class="list-disc list-inside space-y-2 pl-4">
|
||||
<li><strong class="text-slate-100">能源领域的刚性需求：</strong>最核心稳固的逻辑。北方提前供暖、气温骤降直接推高天然气价格，并带动电厂煤炭库存快速去化，属非弹性需求，确定性极高。</li>
|
||||
<li><strong class="text-slate-100">消费领域的脉冲式需求：</strong>“寒潮来袭羽绒服卖爆”现象反复验证。需求具备“准刚需”属性，启动快、爆发力强，能迅速体现在终端销售和上游原材料价格上，如鸭绒价格短期暴涨超200%。</li>
|
||||
<li><strong class="text-slate-100">特定领域的催化需求：</strong>以生猪养殖为例，寒潮是启动南方“腌腊、灌肠”消费场景的关键扳机，为特定农产品带来显著的阶段性需求提振。</li>
|
||||
</ul>
|
||||
<p class="mt-4">市场的预期差存在于：① 寒潮<strong class="text-cyan-400">强度与持续性</strong>的超预期；② 供给端<strong class="text-cyan-400">初始库存水平</strong>的预期差；③ 对建筑、农业等产业链<strong class="text-cyan-400">负面影响</strong>的忽略。</p>
|
||||
</div>
|
||||
<div>
|
||||
<h4 class="font-semibold text-lg text-sky-400 mb-2">3. 产业链与核心公司剖析</h4>
|
||||
<div class="overflow-x-auto">
|
||||
<ul class="list-disc list-inside space-y-2 pl-4">
|
||||
<li><strong>上游 (资源与原材料):</strong> 能源开采（中国神华、首华燃气）、服装原料（古麒绒材、益客食品）。此环节价格弹性最高。</li>
|
||||
<li><strong>中游 (生产与服务):</strong> 公用事业（惠天热电、京能热力）、设备制造（彩虹集团、日出东方）。此环节需求确定性高。</li>
|
||||
<li><strong>下游 (消费与应用):</strong> 居民消费（服装家电）、工业电力（火电厂）。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div>
|
||||
<h4 class="font-semibold text-lg text-sky-400 mb-2">4. 潜在风险与挑战</h4>
|
||||
<ul class="list-disc list-inside space-y-2 pl-4">
|
||||
<li><strong class="text-red-400">核心风险 (天气不确定性):</strong> “暖冬”是寒潮概念最大的“黑天鹅”，将导致底层逻辑失效。</li>
|
||||
<li><strong class="text-red-400">商业化风险:</strong> 高库存将削弱需求拉动效果；企业“快反”能力不足可能错失销售窗口。</li>
|
||||
<li><strong class="text-red-400">政策风险:</strong> 能源保供稳价政策可能限制企业超额收益。</li>
|
||||
<li><strong class="text-red-400">结构性影响:</strong> 寒潮对经济总体影响是结构性的，在拉动能源消费的同时，会抑制室外开工（基建、地产），并非全面利好。</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div>
|
||||
<h4 class="font-semibold text-lg text-sky-400 mb-2">5. 综合结论与投资启示</h4>
|
||||
<p>“寒潮”概念本质上是<strong class="text-cyan-400">成熟的、可重复的事件驱动/主题炒作</strong>，属于战术性配置。投资窗口期短、爆发力强，核心在于把握“预期管理”和“时点选择”。</p>
|
||||
<p class="mt-2">最具投资价值的细分环节：</p>
|
||||
<ul class="list-disc list-inside space-y-2 pl-4">
|
||||
<li><strong class="text-slate-100">上游能源/原材料 (高弹性):</strong> 天然气、羽绒等。供给相对刚性，需求爆发时价格弹性最大，最易出现超额收益。</li>
|
||||
<li><strong class="text-slate-100">供热/公用事业 (高确定性):</strong> 城市供暖公司。需求极为刚性，业绩与天气关联度最高，防御性与主题性兼备。</li>
|
||||
</ul>
|
||||
<p class="mt-4">需重点跟踪的关键指标：① <strong class="text-cyan-400">领先指标:</strong> 中央气象台0℃线位置、预警颜色等级；② <strong class="text-cyan-400">同步指标:</strong> 电厂日耗煤量、LNG出厂价；③ <strong class="text-cyan-400">验证指标:</strong> 重点服装零售数据、港口煤炭库存天数。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="glass-morphism rounded-xl p-6">
|
||||
<h3 class="text-xl font-bold mb-4 text-red-600">
|
||||
<i class="fas fa-exclamation-triangle mr-2"></i>关键风险
|
||||
</h3>
|
||||
<div class="space-y-4">
|
||||
<div class="bg-red-50 rounded-lg p-4">
|
||||
<div class="font-semibold mb-2">可持续性风险</div>
|
||||
<p class="text-sm text-gray-600">天气红利难持续，寒潮结束需求断崖</p>
|
||||
</div>
|
||||
<div class="bg-orange-50 rounded-lg p-4">
|
||||
<div class="font-semibold mb-2">技术风险</div>
|
||||
<p class="text-sm text-gray-600">热泵低温性能衰减，-10℃以下COP降至2.5</p>
|
||||
</div>
|
||||
<div class="bg-purple-50 rounded-lg p-4">
|
||||
<div class="font-semibold mb-2">政策风险</div>
|
||||
<p class="text-sm text-gray-600">保供压制煤价，长协上限770元/吨</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 关键跟踪指标 -->
|
||||
<div class="glass-morphism rounded-2xl p-8">
|
||||
<h2 class="text-3xl font-bold gradient-text mb-6">关键跟踪指标</h2>
|
||||
<div class="grid md:grid-cols-3 gap-6">
|
||||
<div class="bg-gradient-to-r from-red-500 to-orange-500 text-white rounded-xl p-6">
|
||||
<div class="text-2xl font-bold mb-2">一级指标（每日）</div>
|
||||
<ul class="space-y-2 text-sm">
|
||||
<li>• 中央气象台预警等级</li>
|
||||
<li>• 东三省电厂日耗（>60万吨）</li>
|
||||
<li>• 生猪日屠宰量（>17万头）</li>
|
||||
</section>
|
||||
|
||||
<!-- Market Dynamics Bento Grid -->
|
||||
<section id="dynamics" class="grid grid-cols-1 lg:grid-cols-3 gap-6 md:gap-8">
|
||||
<!-- Timeline -->
|
||||
<div class="lg:col-span-1 glass-card rounded-3xl p-6 md:p-8">
|
||||
<h3 class="text-xl font-semibold mb-6 text-cyan-300 text-glow">关键事件时间轴</h3>
|
||||
<ul class="timeline timeline-compact timeline-vertical">
|
||||
<li>
|
||||
<div class="timeline-start timeline-box glass text-sm"><strong>2024.10-11月 (冬季前奏)</strong><br>下半年首场寒潮来袭，中央气象台密集预警，羽绒服销售及原料价格暴涨，概念正式启动。</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-primary"><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 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
|
||||
</div>
|
||||
<hr class="bg-primary"/>
|
||||
</li>
|
||||
<li>
|
||||
<hr class="bg-primary"/>
|
||||
<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-primary"><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 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
|
||||
</div>
|
||||
<div class="timeline-end timeline-box glass text-sm"><strong>2025.01-03月 (冬季高峰)</strong><br>全国性寒潮爆发，中国气象局启动Ⅲ级应急响应。农业部部署防寒工作。“倒春寒”现象突出，局地降温超20℃。</div>
|
||||
<hr class="bg-primary"/>
|
||||
</li>
|
||||
<li>
|
||||
<hr class="bg-primary"/>
|
||||
<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-primary"><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 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
|
||||
</div>
|
||||
<div class="timeline-start timeline-box glass text-sm"><strong>2025.10-11月 (新轮预期)</strong><br>市场开始交易新一轮冬季预期，路演强调新寒潮与冬季用煤高峰的“无缝衔接”，提前布局迹象明显。</div>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="bg-gradient-to-r from-blue-500 to-indigo-500 text-white rounded-xl p-6">
|
||||
<div class="text-2xl font-bold mb-2">二级指标（每周）</div>
|
||||
<ul class="space-y-2 text-sm">
|
||||
<li>• 秦皇岛港库存（<500万吨）</li>
|
||||
<li>• 羽绒原料价格指数（周涨>5%）</li>
|
||||
<li>• 小家电换手率（>5%）</li>
|
||||
</ul>
|
||||
|
||||
<!-- ECharts & Perspectives -->
|
||||
<div class="lg:col-span-2 space-y-6 md:space-y-8">
|
||||
<div class="glass-card rounded-3xl p-6 md:p-8">
|
||||
<h3 class="text-xl font-semibold mb-4 text-cyan-300 text-glow">核心数据看点：羽绒价格飙升</h3>
|
||||
<p class="text-sm text-slate-400 mb-4">新闻数据显示，受寒潮影响，90%白鸭绒价格从17万元/吨暴涨至58万元/吨，涨幅超240%，直观体现了上游原料环节的巨大价格弹性。</p>
|
||||
<div id="featherPriceChart" style="width: 100%; height: 250px;"></div>
|
||||
</div>
|
||||
<div class="glass-card rounded-3xl p-6 md:p-8" x-data="{ tab: 'news' }">
|
||||
<div class="flex items-center justify-between mb-4">
|
||||
<h3 class="text-xl font-semibold text-cyan-300 text-glow">多源视角</h3>
|
||||
<div class="tabs tabs-boxed bg-slate-900/50">
|
||||
<a class="tab tab-sm" :class="{'tab-active': tab === 'news'}" @click.prevent="tab = 'news'">新闻精粹</a>
|
||||
<a class="tab tab-sm" :class="{'tab-active': tab === 'roadshow'}" @click.prevent="tab = 'roadshow'">路演观点</a>
|
||||
<a class="tab tab-sm" :class="{'tab-active': tab === 'report'}" @click.prevent="tab = 'report'">研报摘要</a>
|
||||
</div>
|
||||
</div>
|
||||
<div class="text-sm space-y-2 leading-relaxed min-h-[150px]">
|
||||
<div x-show="tab === 'news'">
|
||||
<p><span class="badge badge-info badge-outline mr-2">需求爆发</span>【寒潮来袭羽绒服棉衣卖爆了】大幅降温带动保暖产品销售增长，鹅绒加工企业处于爆单状态。</p>
|
||||
<p><span class="badge badge-error badge-outline mr-2">价格传导</span>【羽绒价格狂飙】1吨鸭绒从17万元涨到58万元，成本飙升致正规厂家出厂价逼近千元。</p>
|
||||
<p><span class="badge badge-warning badge-outline mr-2">官方应对</span>【农业农村部部署抗干旱防寒潮工作】指导地方紧盯雨雪寒潮天气过程，做好防寒保暖，确保农业生产安全。</p>
|
||||
</div>
|
||||
<div x-show="tab === 'roadshow'" style="display: none;">
|
||||
<p><span class="badge badge-accent badge-outline mr-2">国君农业</span>生猪等待<strong class="text-white">寒潮</strong>，是腌腊需求的重要触发点，价格拐点依赖寒潮。</p>
|
||||
<p><span class="badge badge-success badge-outline mr-2">昊华能源</span>2025年首轮大<strong class="text-white">寒潮</strong>已抵达，影响广、强度大、持续长，可无缝衔接冬季用煤高峰。</p>
|
||||
<p><span class="badge badge-warning badge-outline mr-2">德邦宏观</span><strong class="text-white">冬季寒潮</strong>推高欧美天然气价格，间接支撑原油需求。寒潮风险未消，油价中枢或维持高位。</p>
|
||||
</div>
|
||||
<div x-show="tab === 'report'" style="display: none;">
|
||||
<p><span class="badge badge-info badge-outline mr-2">波司登研报</span><strong class="text-white">寒潮天气</strong>预计将有助于提升公司羽绒服品类的销售表现。但存在“暖冬风险”。</p>
|
||||
<p><span class="badge badge-primary badge-outline mr-2">煤焦研报</span><strong class="text-white">寒潮再临</strong>，煤价短期或有支撑。港口及电厂库存持续去化，结合寒潮支撑需求。</p>
|
||||
<p><span class="badge badge-secondary badge-outline mr-2">年度策略</span>以<strong class="text-white">“寒潮未尽，春山可望”</strong>比喻经济挑战与复苏预期，寓意经济正经历寒冬，但春天已在望。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="bg-gradient-to-r from-green-500 to-teal-500 text-white rounded-xl p-6">
|
||||
<div class="text-2xl font-bold mb-2">三级指标（每月）</div>
|
||||
<ul class="space-y-2 text-sm">
|
||||
<li>• 天猫京东羽绒服销量</li>
|
||||
<li>• 企业月度经营数据</li>
|
||||
<li>• 能源库存变动</li>
|
||||
</ul>
|
||||
</section>
|
||||
|
||||
<!-- Market Reaction & Key Stocks -->
|
||||
<section id="stocks" class="space-y-8">
|
||||
<div>
|
||||
<h3 class="text-2xl font-semibold mb-6 text-cyan-300 text-glow text-center">
|
||||
<span class="inline-block mr-2">⚡</span>市场异动解析
|
||||
</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
|
||||
<div class="glass-card rounded-2xl p-6 hover:shadow-cyan-500/20 hover:shadow-lg transition-shadow duration-300">
|
||||
<div class="flex justify-between items-center mb-2">
|
||||
<h4 class="text-lg font-bold text-white">益客食品 (301116)</h4>
|
||||
<span class="font-bold text-xl text-red-400">+19.98%</span>
|
||||
</div>
|
||||
<div class="text-sm prose text-slate-300">
|
||||
<p><strong>核心结论:</strong> 寒潮+禽流感双重冲击导致羽绒价格单日跳涨240%，公司低库存+高销量弹性被资金瞬间定价至涨停。</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="glass-card rounded-2xl p-6 hover:shadow-cyan-500/20 hover:shadow-lg transition-shadow duration-300">
|
||||
<div class="flex justify-between items-center mb-2">
|
||||
<h4 class="text-lg font-bold text-white">首华燃气 (300483)</h4>
|
||||
<span class="font-bold text-xl text-red-400">+20.0%</span>
|
||||
</div>
|
||||
<div class="text-sm prose text-slate-300">
|
||||
<p><strong>核心结论:</strong> 寒潮突袭+政策催化，双重利好下资金抢筹A股唯一整装深煤层气民营标的，现货涨价与政策期权共振封板。</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="glass-card rounded-2xl p-6 hover:shadow-cyan-500/20 hover:shadow-lg transition-shadow duration-300">
|
||||
<div class="flex justify-between items-center mb-2">
|
||||
<h4 class="text-lg font-bold text-white">九牧王 (601566)</h4>
|
||||
<span class="font-bold text-xl text-red-400">+9.99%</span>
|
||||
</div>
|
||||
<div class="text-sm prose text-slate-300">
|
||||
<p><strong>核心结论:</strong> “福建自贸区+寒潮+服装CPI转正”三因子共振，叠加高控盘小市值，触发多日连板。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-2xl font-semibold mb-6 text-cyan-300 text-glow text-center">
|
||||
<span class="inline-block mr-2">🛰️</span>概念关联个股全览
|
||||
</h3>
|
||||
<div class="overflow-x-auto glass-card rounded-2xl">
|
||||
<table class="table table-sm md:table-md">
|
||||
<thead>
|
||||
<tr>
|
||||
<th class="w-1/4">股票名称</th>
|
||||
<th class="w-1/4">核心逻辑</th>
|
||||
<th class="w-1/4">其他标签</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="hover:bg-slate-800/50"><td class="font-bold text-white">联美控股 (<a href="https://valuefrontier.cn/company?scode=600167" target="_blank" class="link link-hover text-cyan-400">600167</a>)</td><td>公司2025H1供暖及蒸汽收入14.16亿元，占比74.62%</td><td><div class="badge badge-primary badge-outline">供暖</div></td></tr>
|
||||
<tr class="hover:bg-slate-800/50"><td class="font-bold text-white">惠天热电 (<a href="https://valuefrontier.cn/company?scode=000692" target="_blank" class="link link-hover text-cyan-400">000692</a>)</td><td>沈阳市大型专业供热上市公司，2025H1供暖供气11.66亿元，占比96.35%</td><td><div class="badge badge-primary badge-outline">供暖</div></td></tr>
|
||||
<tr class="hover:bg-slate-800/50"><td class="font-bold text-white">京能热力 (<a href="https://valuefrontier.cn/company?scode=002893" target="_blank" class="link link-hover text-cyan-400">002893</a>)</td><td>实控人北京市国资委；2025H1热力服务收入6.55亿元，占比84.67%</td><td><div class="badge badge-primary badge-outline">供暖</div></td></tr>
|
||||
<tr class="hover:bg-slate-800/50"><td class="font-bold text-white">日出东方 (<a href="https://valuefrontier.cn/company?scode=603366" target="_blank" class="link link-hover text-cyan-400">603366</a>)</td><td>推进以空气能热泵为龙头业务的战略布局；空气能热泵产能10万套左右</td><td><div class="badge badge-primary badge-outline">热泵</div></td></tr>
|
||||
<tr class="hover:bg-slate-800/50"><td class="font-bold text-white">古麒绒材 (<a href="https://valuefrontier.cn/company?scode=001390" target="_blank" class="link link-hover text-cyan-400">001390</a>)</td><td>公司主要产品为高规格羽绒材料，2025H1羽绒行业5.33亿元，占比99.27%</td><td><div class="badge badge-accent badge-outline">羽绒</div></td></tr>
|
||||
<tr class="hover:bg-slate-800/50"><td class="font-bold text-white">华英农业 (<a href="https://valuefrontier.cn/company?scode=002321" target="_blank" class="link link-hover text-cyan-400">002321</a>)</td><td>2025H1羽绒13.55亿元，占比65.43%</td><td><div class="badge badge-accent badge-outline">羽绒</div></td></tr>
|
||||
<tr class="hover:bg-slate-800/50"><td class="font-bold text-white">彩虹集团 (<a href="https://valuefrontier.cn/company?scode=003023" target="_blank" class="link link-hover text-cyan-400">003023</a>)</td><td>电热毯行业龙头；2025H1家用柔性取暖系列3.56亿元，占比65.73%</td><td><div class="badge badge-accent badge-outline">电热毯</div></td></tr>
|
||||
<tr class="hover:bg-slate-800/50"><td class="font-bold text-white">中国神华 (<a href="https://valuefrontier.cn/company?scode=601088" target="_blank" class="link link-hover text-cyan-400">601088</a>)</td><td>煤炭行业龙头公司，受益于冬季供暖用煤需求增加</td><td><div class="badge badge-info badge-outline">煤炭</div></td></tr>
|
||||
<tr class="hover:bg-slate-800/50"><td class="font-bold text-white">昊华能源 (<a href="https://valuefrontier.cn/company?scode=601101" target="_blank" class="link link-hover text-cyan-400">601101</a>)</td><td>煤炭行业相关公司，路演提及寒潮与用煤高峰无缝衔接</td><td><div class="badge badge-info badge-outline">煤炭</div></td></tr>
|
||||
<tr class="hover:bg-slate-800/50"><td class="font-bold text-white">美锦能源 (<a href="https://valuefrontier.cn/company?scode=000723" target="_blank" class="link link-hover text-cyan-400">000723</a>)</td><td>焦炭行业相关公司，为冬季工业生产提供能源</td><td><div class="badge badge-info badge-outline">焦炭</div></td></tr>
|
||||
<tr class="hover:bg-slate-800/50"><td class="font-bold text-white">贵州燃气 (<a href="https://valuefrontier.cn/company?scode=600903" target="_blank" class="link link-hover text-cyan-400">600903</a>)</td><td>城市燃气行业相关公司，受益于居民及工业采暖需求</td><td><div class="badge badge-secondary badge-outline">城市燃气</div></td></tr>
|
||||
<tr class="hover:bg-slate-800/50"><td class="font-bold text-white">胜利股份 (<a href="https://valuefrontier.cn/company?scode=000407" target="_blank" class="link link-hover text-cyan-400">000407</a>)</td><td>城市燃气行业相关公司，受益于居民及工业采暖需求</td><td><div class="badge badge-secondary badge-outline">城市燃气</div></td></tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
</main>
|
||||
</div>
|
||||
|
||||
<!-- Footer -->
|
||||
<footer class="hero-gradient text-white py-8 mt-20">
|
||||
<div class="container mx-auto px-4 text-center">
|
||||
<p class="mb-2">寒潮投资概念解析 - 数据更新至2025年</p>
|
||||
<p class="text-sm opacity-75">本内容仅供参考，不构成投资建议</p>
|
||||
</div>
|
||||
</footer>
|
||||
|
||||
<script>
|
||||
// 动态效果
|
||||
document.addEventListener('DOMContentLoaded', function() {
|
||||
// 滚动动画
|
||||
const observerOptions = {
|
||||
threshold: 0.1,
|
||||
rootMargin: '0px 0px -100px 0px'
|
||||
};
|
||||
// ECharts instance for feather price
|
||||
var chartDom = document.getElementById('featherPriceChart');
|
||||
var myChart = echarts.init(chartDom, 'dark'); // Use 'dark' theme
|
||||
var option;
|
||||
|
||||
const observer = new IntersectionObserver(function(entries) {
|
||||
entries.forEach(entry => {
|
||||
if (entry.isIntersecting) {
|
||||
entry.target.style.opacity = '1';
|
||||
entry.target.style.transform = 'translateY(0)';
|
||||
option = {
|
||||
backgroundColor: 'transparent',
|
||||
tooltip: {
|
||||
trigger: 'axis',
|
||||
axisPointer: {
|
||||
type: 'shadow'
|
||||
},
|
||||
formatter: '{b}<br/>价格: {c} 万元/吨'
|
||||
},
|
||||
grid: {
|
||||
left: '3%',
|
||||
right: '4%',
|
||||
bottom: '3%',
|
||||
containLabel: true
|
||||
},
|
||||
xAxis: [
|
||||
{
|
||||
type: 'category',
|
||||
data: ['寒潮前', '寒潮后'],
|
||||
axisTick: {
|
||||
alignWithLabel: true
|
||||
},
|
||||
axisLine: {
|
||||
lineStyle: {
|
||||
color: 'rgba(255, 255, 255, 0.3)'
|
||||
}
|
||||
}
|
||||
});
|
||||
}, observerOptions);
|
||||
}
|
||||
],
|
||||
yAxis: [
|
||||
{
|
||||
type: 'value',
|
||||
name: '万元/吨',
|
||||
axisLine: {
|
||||
show: true,
|
||||
lineStyle: {
|
||||
color: 'rgba(255, 255, 255, 0.3)'
|
||||
}
|
||||
},
|
||||
splitLine: {
|
||||
lineStyle: {
|
||||
color: 'rgba(255, 255, 255, 0.1)'
|
||||
}
|
||||
}
|
||||
}
|
||||
],
|
||||
series: [
|
||||
{
|
||||
name: '90%白鸭绒价格',
|
||||
type: 'bar',
|
||||
barWidth: '60%',
|
||||
data: [
|
||||
{ value: 17, itemStyle: { color: '#0ea5e9' } }, // sky-500
|
||||
{ value: 58, itemStyle: { color: '#06b6d4' } } // cyan-500
|
||||
],
|
||||
markLine: {
|
||||
symbol: 'none',
|
||||
data: [{
|
||||
yAxis: 58,
|
||||
label: {
|
||||
formatter: '涨幅 > 240%',
|
||||
position: 'insideEndTop',
|
||||
color: '#f87171' // red-400
|
||||
},
|
||||
lineStyle: {
|
||||
type: 'dashed',
|
||||
color: '#f87171'
|
||||
}
|
||||
}]
|
||||
}
|
||||
}
|
||||
]
|
||||
};
|
||||
|
||||
document.querySelectorAll('.card-hover').forEach(el => {
|
||||
el.style.opacity = '0';
|
||||
el.style.transform = 'translateY(20px)';
|
||||
el.style.transition = 'all 0.6s ease';
|
||||
observer.observe(el);
|
||||
});
|
||||
|
||||
// 表格行悬停效果
|
||||
document.querySelectorAll('tbody tr').forEach(row => {
|
||||
row.addEventListener('mouseenter', function() {
|
||||
this.style.transform = 'scale(1.02)';
|
||||
this.style.transition = 'all 0.2s ease';
|
||||
});
|
||||
row.addEventListener('mouseleave', function() {
|
||||
this.style.transform = 'scale(1)';
|
||||
});
|
||||
});
|
||||
option && myChart.setOption(option);
|
||||
|
||||
window.addEventListener('resize', function() {
|
||||
myChart.resize();
|
||||
});
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
</html>
|
||||
Reference in New Issue
Block a user