update pay ui
This commit is contained in:
@@ -1,566 +1,478 @@
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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=1.0">
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<title>核电钍基熔盐堆深度分析 - 第四代核能革命</title>
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<title>深度行研报告：核电钍基熔盐堆</title>
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<script src="https://cdn.jsdelivr.net/npm/alpinejs@3.13.10/dist/cdn.min.js" defer></script>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet" type="text/css">
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<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
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<script src="https://unpkg.com/lucide@latest"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.2/dist/full.min.css" rel="stylesheet" type="text/css" />
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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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@keyframes pulse-glow {
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0%, 100% { box-shadow: 0 0 20px rgba(34, 197, 94, 0.5); }
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50% { box-shadow: 0 0 40px rgba(34, 197, 94, 0.8); }
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@import url('https://fonts.googleapis.com/css2?family=Poppins:wght@300;400;500;600;700&display=swap');
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body {
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font-family: 'Poppins', 'Microsoft YaHei', sans-serif;
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background-color: #01000a;
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color: #e0e0e0;
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overflow-x: hidden;
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}
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.hero-gradient {
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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.animated-bg {
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width: 100vw;
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height: 100vh;
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position: fixed;
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top: 0;
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left: 0;
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z-index: -1;
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background: radial-gradient(circle at 10% 20%, rgba(28, 7, 68, 0.6) 0%, rgba(1, 0, 10, 0) 25%),
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radial-gradient(circle at 80% 90%, rgba(8, 28, 71, 0.7) 0%, rgba(1, 0, 10, 0) 30%),
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radial-gradient(circle at 50% 50%, rgba(50, 15, 80, 0.5) 0%, rgba(1, 0, 10, 0) 40%);
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background-color: #01000a;
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animation: move-glow 20s linear infinite;
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}
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.glass-effect {
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background: rgba(255, 255, 255, 0.1);
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backdrop-filter: blur(10px);
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border: 1px solid rgba(255, 255, 255, 0.2);
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@keyframes move-glow {
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0% { background-position: 0% 50%; }
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50% { background-position: 100% 50%; }
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100% { background-position: 0% 50%; }
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}
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.timeline-line {
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background: linear-gradient(180deg, #667eea 0%, #764ba2 100%);
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.glass-card {
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background: rgba(20, 20, 40, 0.3);
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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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box-shadow: 0 8px 32px 0 rgba(0, 0, 0, 0.37);
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}
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.stock-table {
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overflow-x: auto;
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-webkit-overflow-scrolling: touch;
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.title-glow {
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text-shadow: 0 0 8px rgba(173, 216, 230, 0.7), 0 0 16px rgba(173, 216, 230, 0.5);
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}
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@media (max-width: 768px) {
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.stock-table table {
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min-width: 800px;
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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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grid-auto-rows: auto;
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}
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.tech-card:hover {
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.bento-item {
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transition: transform 0.3s ease-in-out, box-shadow 0.3s ease-in-out;
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}
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.bento-item:hover {
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transform: translateY(-5px);
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transition: all 0.3s ease;
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box-shadow: 0 0 25px rgba(100, 180, 255, 0.2);
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}
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.risk-meter {
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background: linear-gradient(90deg, #10b981 0%, #eab308 50%, #ef4444 100%);
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/* Spanning rules for bento grid */
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.col-span-12 { grid-column: span 12; }
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.col-span-8 { grid-column: span 8; }
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.col-span-6 { grid-column: span 6; }
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.col-span-4 { grid-column: span 4; }
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@media (max-width: 1024px) {
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.col-span-8, .col-span-6, .col-span-4 {
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grid-column: span 12;
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}
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}
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</style>
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</head>
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<body class="bg-gray-50">
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<!-- Hero Section -->
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<div class="hero-gradient text-white">
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<div class="container mx-auto px-4 py-16 lg:py-24">
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<div class="flex flex-col lg:flex-row items-center justify-between">
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<div class="lg:w-2/3 mb-8 lg:mb-0">
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<h1 class="text-4xl lg:text-6xl font-bold mb-4 animate-fade-in">
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核电钍基熔盐堆
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</h1>
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<p class="text-xl lg:text-2xl mb-6 opacity-90">
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第四代核能技术的革命性突破
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</p>
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<div class="flex flex-wrap gap-4 mb-8">
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<span class="badge badge-primary badge-lg">全球唯一运行</span>
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<span class="badge badge-secondary badge-lg">100%国产化</span>
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<span class="badge badge-accent badge-lg">钍燃料突破</span>
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</div>
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<p class="text-lg leading-relaxed opacity-80">
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2025年11月1日，中国宣布甘肃武威2兆瓦钍基熔盐实验堆成功实现首次钍铀核燃料转换，
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标志着中国在全球第四代核能竞赛中占据领先地位。
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</p>
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</div>
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<div class="lg:w-1/3 text-center">
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<div class="glass-effect rounded-2xl p-8 animate-pulse-slow">
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<i data-lucide="atom" class="w-32 h-32 mx-auto mb-4"></i>
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<p class="text-2xl font-bold">技术领先</p>
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<p class="text-lg opacity-80">钍资源利用革命</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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</div>
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<!-- Core Stats -->
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<div class="bg-white shadow-xl -mt-10 mx-4 lg:mx-8 rounded-2xl relative z-10">
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<div class="container mx-auto px-4 py-8">
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<div class="grid grid-cols-1 md:grid-cols-4 gap-6">
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<div class="text-center p-6 bg-gradient-to-br from-blue-50 to-indigo-100 rounded-xl">
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<i data-lucide="zap" class="w-12 h-12 mx-auto mb-2 text-blue-600"></i>
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<p class="text-3xl font-bold text-blue-600">2MW</p>
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<p class="text-gray-600">实验堆功率</p>
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</div>
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<div class="text-center p-6 bg-gradient-to-br from-green-50 to-emerald-100 rounded-xl">
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<i data-lucide="shield-check" class="w-12 h-12 mx-auto mb-2 text-green-600"></i>
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<p class="text-3xl font-bold text-green-600">100%</p>
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<p class="text-gray-600">核心设备国产化</p>
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</div>
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<div class="text-center p-6 bg-gradient-to-br from-purple-50 to-pink-100 rounded-xl">
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<i data-lucide="globe" class="w-12 h-12 mx-auto mb-2 text-purple-600"></i>
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<p class="text-3xl font-bold text-purple-600">全球唯一</p>
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<p class="text-gray-600">钍燃料入堆运行</p>
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</div>
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<div class="text-center p-6 bg-gradient-to-br from-orange-50 to-red-100 rounded-xl">
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<i data-lucide="target" class="w-12 h-12 mx-auto mb-2 text-orange-600"></i>
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<p class="text-3xl font-bold text-orange-600">2035</p>
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<p class="text-gray-600">百兆瓦示范堆目标</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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<body class="antialiased">
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<div class="animated-bg"></div>
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<!-- Timeline -->
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<div class="container mx-auto px-4 py-16">
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<h2 class="text-3xl lg:text-4xl font-bold mb-12 text-center">
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<i data-lucide="clock" class="inline w-8 h-8 mr-2"></i>
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发展时间轴
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</h2>
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<div class="relative">
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<div class="timeline-line absolute left-8 lg:left-1/2 transform lg:-translate-x-1/2 w-1 h-full"></div>
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<div class="space-y-12">
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<div class="flex items-center">
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<div class="timeline-dot bg-green-500 w-16 h-16 rounded-full flex items-center justify-center text-white font-bold z-10">
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<span>2023</span>
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</div>
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<div class="ml-8 lg:ml-16 bg-white p-6 rounded-xl shadow-lg tech-card">
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<h3 class="text-xl font-bold mb-2">实验堆试运行</h3>
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<p class="text-gray-600">甘肃武威2MW实验堆获安全局试运行许可，9月进入试运行阶段</p>
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</div>
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</div>
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<div class="flex items-center flex-row-reverse">
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<div class="timeline-dot bg-blue-500 w-16 h-16 rounded-full flex items-center justify-center text-white font-bold z-10">
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<span>2025</span>
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</div>
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<div class="mr-8 lg:mr-16 bg-white p-6 rounded-xl shadow-lg tech-card">
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<h3 class="text-xl font-bold mb-2 text-blue-600">重大突破</h3>
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<p class="text-gray-600">11月1日宣布首次实现钍铀核燃料转换，技术可行性获验证</p>
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</div>
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</div>
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<div class="flex items-center">
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<div class="timeline-dot bg-purple-500 w-16 h-16 rounded-full flex items-center justify-center text-white font-bold z-10">
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<span>2030</span>
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</div>
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<div class="ml-8 lg:ml-16 bg-white p-6 rounded-xl shadow-lg tech-card">
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<h3 class="text-xl font-bold mb-2 text-purple-600">研究堆建设</h3>
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<p class="text-gray-600">计划建成30MW研究堆，进一步验证工程技术</p>
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</div>
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</div>
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<div class="flex items-center flex-row-reverse">
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||||
<div class="timeline-dot bg-orange-500 w-16 h-16 rounded-full flex items-center justify-center text-white font-bold z-10">
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||||
<span>2035</span>
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</div>
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||||
<div class="mr-8 lg:mr-16 bg-white p-6 rounded-xl shadow-lg tech-card">
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<h3 class="text-xl font-bold mb-2 text-orange-600">商业示范</h3>
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<p class="text-gray-600">目标实现百兆瓦级示范堆并网发电，推动商业化应用</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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</div>
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<div class="container mx-auto px-4 sm:px-6 lg:px-8 py-12">
|
||||
<header class="text-center mb-16">
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||||
<h1 class="text-4xl md:text-6xl font-bold title-glow mb-4 tracking-wider">核电钍基熔盐堆</h1>
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||||
<p class="text-lg text-info">深度行研报告</p>
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||||
<p class="text-xs text-slate-500 mt-2">北京价值前沿科技有限公司 AI投研agent：“价小前投研”</p>
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</header>
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<!-- Core Logic -->
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||||
<div class="bg-gradient-to-r from-indigo-50 to-purple-50 py-16">
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<div class="container mx-auto px-4">
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||||
<h2 class="text-3xl lg:text-4xl font-bold mb-12 text-center">
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||||
<i data-lucide="brain" class="inline w-8 h-8 mr-2"></i>
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核心逻辑分析
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</h2>
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||||
<div class="grid grid-cols-1 lg:grid-cols-3 gap-8">
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<div class="bg-white rounded-2xl p-8 shadow-xl tech-card">
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||||
<div class="text-5xl mb-4">🎯</div>
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<h3 class="text-2xl font-bold mb-4">国家能源安全</h3>
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<p class="text-gray-600 leading-relaxed">
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中国铀资源对外依存度高，而钍资源储量丰富（全球占比10%-20%），发展钍基熔盐堆是实现核燃料自给自足的顶层战略设计。
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</p>
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||||
</div>
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<div class="bg-white rounded-2xl p-8 shadow-xl tech-card">
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<div class="text-5xl mb-4">🚀</div>
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<h3 class="text-2xl font-bold mb-4">技术突破</h3>
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<p class="text-gray-600 leading-relaxed">
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||||
2025年11月事件是技术"从0到1"验证，证明了液态熔盐环境中钍-铀燃料循环的可行性，同时实现关键设备100%国产化。
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||||
</p>
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||||
</div>
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||||
<div class="bg-white rounded-2xl p-8 shadow-xl tech-card">
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||||
<div class="text-5xl mb-4">⚡</div>
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||||
<h3 class="text-2xl font-bold mb-4">优越性能</h3>
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||||
<p class="text-gray-600 leading-relaxed">
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||||
具备本质安全、无水冷却（适合内陆）、高温输出（可用于制氢）等优点，应用场景远超传统核电。
|
||||
</p>
|
||||
</div>
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||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<main class="space-y-16">
|
||||
|
||||
<!-- Market Expectation Gap -->
|
||||
<div class="container mx-auto px-4 py-16">
|
||||
<h2 class="text-3xl lg:text-4xl font-bold mb-12 text-center">
|
||||
<i data-lucide="trending-up" class="inline w-8 h-8 mr-2"></i>
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||||
市场预期差分析
|
||||
</h2>
|
||||
<div class="bg-yellow-50 border-l-4 border-yellow-400 p-8 rounded-r-xl mb-8">
|
||||
<p class="text-lg font-semibold mb-2">⚠️ 关键发现</p>
|
||||
<p class="text-gray-700">
|
||||
资本市场与科学界对"突破"定义和"商业化"时间表存在根本认知差异
|
||||
</p>
|
||||
</div>
|
||||
<div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
|
||||
<div class="bg-blue-50 rounded-xl p-8">
|
||||
<h3 class="text-xl font-bold mb-4 text-blue-600">
|
||||
<i data-lucide="trending-up" class="inline w-5 h-5 mr-1"></i>
|
||||
市场认知
|
||||
</h3>
|
||||
<ul class="space-y-2">
|
||||
<li class="flex items-start">
|
||||
<i data-lucide="check-circle" class="w-5 h-5 text-green-500 mr-2 mt-0.5"></i>
|
||||
<span>聚焦"全球唯一"、"重大突破"</span>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<i data-lucide="check-circle" class="w-5 h-5 text-green-500 mr-2 mt-0.5"></i>
|
||||
<span>2035年商业化路线图</span>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<i data-lucide="check-circle" class="w-5 h-5 text-green-500 mr-2 mt-0.5"></i>
|
||||
<span>上游资源股热度高</span>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="bg-red-50 rounded-xl p-8">
|
||||
<h3 class="text-xl font-bold mb-4 text-red-600">
|
||||
<i data-lucide="trending-down" class="inline w-5 h-5 mr-1"></i>
|
||||
产业现实
|
||||
</h3>
|
||||
<ul class="space-y-2">
|
||||
<li class="flex items-start">
|
||||
<i data-lucide="alert-circle" class="w-5 h-5 text-yellow-500 mr-2 mt-0.5"></i>
|
||||
<span>商业化需30年</span>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<i data-lucide="alert-circle" class="w-5 h-5 text-yellow-500 mr-2 mt-0.5"></i>
|
||||
<span>技术成熟度排第四代堆第三位</span>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<i data-lucide="alert-circle" class="w-5 h-5 text-yellow-500 mr-2 mt-0.5"></i>
|
||||
<span>瓶颈在技术而非资源</span>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Industry Chain -->
|
||||
<div class="bg-gradient-to-br from-gray-900 to-gray-800 text-white py-16">
|
||||
<div class="container mx-auto px-4">
|
||||
<h2 class="text-3xl lg:text-4xl font-bold mb-12 text-center">
|
||||
<i data-lucide="network" class="inline w-8 h-8 mr-2"></i>
|
||||
产业链图谱
|
||||
</h2>
|
||||
<div class="grid grid-cols-1 lg:grid-cols-3 gap-6">
|
||||
<div class="glass-effect rounded-xl p-6">
|
||||
<h3 class="text-xl font-bold mb-4 text-green-400">上游资源</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="flex items-center">
|
||||
<i data-lucide="package" class="w-5 h-5 mr-2"></i>
|
||||
<span>钍资源（独居石伴生）</span>
|
||||
</div>
|
||||
<div class="ml-7 space-y-2 text-sm opacity-80">
|
||||
<p>• 包钢股份（白云鄂博矿）</p>
|
||||
<p>• 盛和资源（独居石处理）</p>
|
||||
<p>• 东方锆业（独居石生产）</p>
|
||||
<!-- Section 1: Core Insight -->
|
||||
<section id="insight">
|
||||
<h2 class="text-3xl font-bold mb-8 text-center title-glow">概念深度洞察 (Insight)</h2>
|
||||
|
||||
<div class="bento-grid">
|
||||
|
||||
<!-- Core Event -->
|
||||
<div class="bento-item col-span-12 lg:col-span-4 glass-card p-6 rounded-3xl">
|
||||
<h3 class="text-xl font-semibold text-cyan-300 mb-4">0. 概念引爆点</h3>
|
||||
<p class="text-slate-300 text-sm mb-3">
|
||||
<strong>核心催化事件:</strong> 2025年11月1日，中科院宣布甘肃武威的2兆瓦液态燃料钍基熔盐实验堆(TMSR-LF1)首次成功实现“钍铀核燃料转换”，成为全球唯一运行并实现钍燃料入堆的熔盐堆。
|
||||
</p>
|
||||
<div class="text-xs text-slate-400 space-y-2">
|
||||
<p><strong>2011:</strong> TMSR专项启动</p>
|
||||
<p><strong>2015-18:</strong> 仿真平台预研</p>
|
||||
<p><strong>2020:</strong> 实验堆开工</p>
|
||||
<p><strong>2024:</strong> 满功率运行</p>
|
||||
<p><strong>2025.11:</strong> 实现钍铀转换，引爆市场</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="glass-effect rounded-xl p-6">
|
||||
<h3 class="text-xl font-bold mb-4 text-blue-400">中游设备与材料</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="flex items-center">
|
||||
<i data-lucide="settings" class="w-5 h-5 mr-2"></i>
|
||||
<span>核级设备制造</span>
|
||||
</div>
|
||||
<div class="ml-7 space-y-2 text-sm opacity-80">
|
||||
<p>• 上海电气（主容器）</p>
|
||||
<p>• 航宇科技（核心锻件）</p>
|
||||
<p>• 中核科技（阀门）</p>
|
||||
<p>• 方大炭素（核石墨）</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="glass-effect rounded-xl p-6">
|
||||
<h3 class="text-xl font-bold mb-4 text-purple-400">下游应用</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="flex items-center">
|
||||
<i data-lucide="factory" class="w-5 h-5 mr-2"></i>
|
||||
<span>建设与运营</span>
|
||||
</div>
|
||||
<div class="ml-7 space-y-2 text-sm opacity-80">
|
||||
<p>• 上海建工（工程建设）</p>
|
||||
<p>• 中国核电（运营平台）</p>
|
||||
<p>• 科华数据（核级UPS）</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Stock Data Table -->
|
||||
<div class="container mx-auto px-4 py-16">
|
||||
<h2 class="text-3xl lg:text-4xl font-bold mb-12 text-center">
|
||||
<i data-lucide="bar-chart-3" class="inline w-8 h-8 mr-2"></i>
|
||||
核心关联股票
|
||||
</h2>
|
||||
<div class="bg-white rounded-2xl shadow-xl overflow-hidden">
|
||||
<div class="stock-table">
|
||||
<table class="w-full">
|
||||
<thead class="bg-gradient-to-r from-indigo-500 to-purple-600 text-white">
|
||||
<tr>
|
||||
<th class="px-4 py-3 text-left">股票名称</th>
|
||||
<th class="px-4 py-3 text-left">产业链环节</th>
|
||||
<th class="px-4 py-3 text-left">项目/产品</th>
|
||||
<th class="px-4 py-3 text-left">核心逻辑</th>
|
||||
<th class="px-4 py-3 text-center">信息来源</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody class="divide-y divide-gray-200">
|
||||
<tr class="hover:bg-gray-50 transition-colors">
|
||||
<td class="px-4 py-3 font-semibold text-indigo-600">上海电气</td>
|
||||
<td class="px-4 py-3"><span class="badge badge-info">设备制造</span></td>
|
||||
<td class="px-4 py-3">主容器、堆热侧主熔盐、换热装置</td>
|
||||
<td class="px-4 py-3 text-sm">承制核心主设备，技术壁垒高</td>
|
||||
<td class="px-4 py-3 text-center"><span class="badge">互动</span></td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50 transition-colors">
|
||||
<td class="px-4 py-3 font-semibold text-indigo-600">航宇科技</td>
|
||||
<td class="px-4 py-3"><span class="badge badge-info">设备制造</span></td>
|
||||
<td class="px-4 py-3">主容器筒节、法兰、堆内构件等全部锻件</td>
|
||||
<td class="px-4 py-3 text-sm">供应实验堆全部锻件，绑定最核心供应商</td>
|
||||
<td class="px-4 py-3 text-center"><span class="badge">互动</span></td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50 transition-colors">
|
||||
<td class="px-4 py-3 font-semibold text-indigo-600">上海建工</td>
|
||||
<td class="px-4 py-3"><span class="badge badge-success">工程建设</span></td>
|
||||
<td class="px-4 py-3">实验堆及配套工程项目</td>
|
||||
<td class="px-4 py-3 text-sm">深度参与建设，积累核心工程经验</td>
|
||||
<td class="px-4 py-3 text-center"><span class="badge">互动</span></td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50 transition-colors">
|
||||
<td class="px-4 py-3 font-semibold text-indigo-600">海陆重工</td>
|
||||
<td class="px-4 py-3"><span class="badge badge-info">设备供应</span></td>
|
||||
<td class="px-4 py-3">2MWt实验堆安全专设</td>
|
||||
<td class="px-4 py-3 text-sm">承制安全关键设备，技术要求高</td>
|
||||
<td class="px-4 py-3 text-center"><span class="badge">互动</span></td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50 transition-colors">
|
||||
<td class="px-4 py-3 font-semibold text-indigo-600">中核科技</td>
|
||||
<td class="px-4 py-3"><span class="badge badge-info">设备供应</span></td>
|
||||
<td class="px-4 py-3">甘肃钍基熔盐堆配套阀门</td>
|
||||
<td class="px-4 py-3 text-sm">核级阀门领先供应商</td>
|
||||
<td class="px-4 py-3 text-center"><span class="badge">互动</span></td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50 transition-colors">
|
||||
<td class="px-4 py-3 font-semibold text-indigo-600">包钢股份</td>
|
||||
<td class="px-4 py-3"><span class="badge badge-warning">上游资源</span></td>
|
||||
<td class="px-4 py-3">白云鄂博稀土矿</td>
|
||||
<td class="px-4 py-3 text-sm">拥有丰富钍资源，远期想象空间大</td>
|
||||
<td class="px-4 py-3 text-center"><span class="badge">互动</span></td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50 transition-colors">
|
||||
<td class="px-4 py-3 font-semibold text-indigo-600">中国核电</td>
|
||||
<td class="px-4 py-3"><span class="badge badge-success">运营平台</span></td>
|
||||
<td class="px-4 py-3">中核集团钍资源综合利用平台</td>
|
||||
<td class="px-4 py-3 text-sm">未来可能的商业化运营主体</td>
|
||||
<td class="px-4 py-3 text-center"><span class="badge">工商资料</span></td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50 transition-colors">
|
||||
<td class="px-4 py-3 font-semibold text-indigo-600">方大炭素</td>
|
||||
<td class="px-4 py-3"><span class="badge badge-info">材料供应</span></td>
|
||||
<td class="px-4 py-3">TMSR专项核石墨</td>
|
||||
<td class="px-4 py-3 text-sm">2015年合作研发核石墨应用</td>
|
||||
<td class="px-4 py-3 text-center"><span class="badge">公告</span></td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50 transition-colors">
|
||||
<td class="px-4 py-3 font-semibold text-indigo-600">兰石重装</td>
|
||||
<td class="px-4 py-3"><span class="badge badge-info">设备研发</span></td>
|
||||
<td class="px-4 py-3">第四代反应堆关键装备</td>
|
||||
<td class="px-4 py-3 text-sm">参与仿真试验平台设备合同</td>
|
||||
<td class="px-4 py-3 text-center"><span class="badge">互动</span></td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50 transition-colors">
|
||||
<td class="px-4 py-3 font-semibold text-indigo-600">川润股份</td>
|
||||
<td class="px-4 py-3"><span class="badge badge-info">设备供应</span></td>
|
||||
<td class="px-4 py-3">TMSR冷却盐循环泵</td>
|
||||
<td class="px-4 py-3 text-sm">提供熔盐循环系统核心设备</td>
|
||||
<td class="px-4 py-3 text-center"><span class="badge">互动</span></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<!-- Core Viewpoint Summary -->
|
||||
<div class="bento-item col-span-12 lg:col-span-8 glass-card p-6 rounded-3xl">
|
||||
<h3 class="text-xl font-semibold text-cyan-300 mb-4">1. 核心观点摘要</h3>
|
||||
<p class="text-slate-200 text-base leading-relaxed">
|
||||
“核电钍基熔盐堆”概念目前正处于<strong>“0到1”的技术突破验证阶段</strong>，其核心驱动力源于国家层面的<strong>能源安全战略</strong>和对<strong>未来能源技术制高点</strong>的抢占。虽然其在安全性、资源利用率和应用场景上展现出颠覆性潜力，但距离大规模商业化仍有<strong>超过10年</strong>的漫长道路，当前市场热度主要由<strong>主题性预期</strong>驱动，而非基本面业绩兑现。
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<!-- Risks Analysis -->
|
||||
<div class="bg-gradient-to-br from-red-50 to-orange-50 py-16">
|
||||
<div class="container mx-auto px-4">
|
||||
<h2 class="text-3xl lg:text-4xl font-bold mb-12 text-center">
|
||||
<i data-lucide="alert-triangle" class="inline w-8 h-8 mr-2"></i>
|
||||
风险与挑战
|
||||
</h2>
|
||||
<div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
|
||||
<div class="bg-white rounded-xl p-8 shadow-lg">
|
||||
<h3 class="text-xl font-bold mb-4 text-red-600">
|
||||
<i data-lucide="cpu" class="inline w-5 h-5 mr-1"></i>
|
||||
技术风险
|
||||
</h3>
|
||||
<div class="space-y-4">
|
||||
<div class="flex items-start">
|
||||
<i data-lucide="x-circle" class="w-5 h-5 text-red-500 mr-2 mt-0.5"></i>
|
||||
<!-- Core Logic & Drivers -->
|
||||
<div class="bento-item col-span-12 lg:col-span-6 glass-card p-6 rounded-3xl">
|
||||
<h3 class="text-xl font-semibold text-cyan-300 mb-4">2. 核心逻辑与市场认知</h3>
|
||||
<div class="space-y-4 text-sm">
|
||||
<div>
|
||||
<p class="font-semibold">材料腐蚀</p>
|
||||
<p class="text-sm text-gray-600">熔盐高温强化学活性对结构材料的腐蚀是世界级难题</p>
|
||||
<h4 class="font-bold text-info">核心驱动力</h4>
|
||||
<ul class="list-disc list-inside text-slate-300 mt-2 space-y-1">
|
||||
<li><strong>能源安全与资源自主:</strong> 摆脱对进口铀资源(>80%依赖)的困境，我国钍储量是铀的3-4倍。</li>
|
||||
<li><strong>第四代核电技术引领:</strong> 全球唯一运行，关键设备100%国产化，符合科技自立自强导向。</li>
|
||||
<li><strong>颠覆性技术优势:</strong> 固有安全、常压运行、乏燃料在线处理、高温输出，应用场景广阔。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex items-start">
|
||||
<i data-lucide="x-circle" class="w-5 h-5 text-red-500 mr-2 mt-0.5"></i>
|
||||
<div>
|
||||
<p class="font-semibold">燃料在线处理</p>
|
||||
<p class="text-sm text-gray-600">在线分离增殖U-233工艺极其复杂，远未达工业应用</p>
|
||||
<h4 class="font-bold text-info">市场热度与情绪</h4>
|
||||
<p class="text-slate-300 mt-2">概念形成后，相关股票集体爆发，海陆重工等走出五连板行情，市场情绪极度乐观，主要建立在对技术突破的宏大叙事和未来前景的憧憬之上。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="bg-white rounded-xl p-8 shadow-lg">
|
||||
<h3 class="text-xl font-bold mb-4 text-orange-600">
|
||||
<i data-lucide="dollar-sign" class="inline w-5 h-5 mr-1"></i>
|
||||
商业化风险
|
||||
</h3>
|
||||
<div class="space-y-4">
|
||||
<div class="flex items-start">
|
||||
<i data-lucide="trending-down" class="w-5 h-5 text-orange-500 mr-2 mt-0.5"></i>
|
||||
<div>
|
||||
<p class="font-semibold">经济性挑战</p>
|
||||
<p class="text-sm text-gray-600">研发建设成本极高，规模化前经济性远低于三代核电</p>
|
||||
|
||||
<!-- Expectation Gap & Timeline -->
|
||||
<div class="bento-item col-span-12 lg:col-span-6 glass-card p-6 rounded-3xl">
|
||||
<h3 class="text-xl font-semibold text-cyan-300 mb-4">预期差分析：宏大叙事 vs. 产业现实</h3>
|
||||
<div class="space-y-4 text-sm">
|
||||
<div class="p-3 border border-warning/30 rounded-xl">
|
||||
<h4 class="font-bold text-warning">商业化时间表</h4>
|
||||
<p class="text-slate-300 mt-1"><strong>市场认知:</strong> 规划清晰（2030年研究堆，2035年示范堆），路径明确。</p>
|
||||
<p class="text-slate-400 mt-1"><strong>产业现实:</strong> 专家观点审慎，认为商业化需10年以上，工程放大挑战巨大，市场可能低估了过程的长期性和不确定性。</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex items-start">
|
||||
<i data-lucide="trending-down" class="w-5 h-5 text-orange-500 mr-2 mt-0.5"></i>
|
||||
<div>
|
||||
<p class="font-semibold">技术路线竞争</p>
|
||||
<p class="text-sm text-gray-600">高温气冷堆、钠冷快堆等其他四代堆的竞争分流</p>
|
||||
<div class="p-3 border border-warning/30 rounded-xl">
|
||||
<h4 class="font-bold text-warning">产业链参与深度</h4>
|
||||
<p class="text-slate-300 mt-1"><strong>市场认知:</strong> 将众多“沾边”公司视为核心受益者，概念普涨。</p>
|
||||
<p class="text-slate-400 mt-1"><strong>产业现实:</strong> 参与阶段（仿真 vs 实验）、主体层级（集团 vs 上市公司）、状态（技术储备 vs 实际订单）存在巨大差异，存在“错炒”风险。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="mt-8 bg-yellow-100 border-2 border-yellow-400 rounded-xl p-6">
|
||||
<h4 class="text-lg font-bold mb-3">风险等级评估</h4>
|
||||
<div class="h-6 rounded-full risk-meter mb-4"></div>
|
||||
<div class="flex justify-between text-sm">
|
||||
<span class="text-green-600">低风险</span>
|
||||
<span class="text-yellow-600">中等风险</span>
|
||||
<span class="text-red-600">高风险</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Investment Insights -->
|
||||
<div class="bg-gradient-to-r from-green-600 to-emerald-700 text-white py-16">
|
||||
<div class="container mx-auto px-4">
|
||||
<h2 class="text-3xl lg:text-4xl font-bold mb-12 text-center">
|
||||
<i data-lucide="lightbulb" class="inline w-8 h-8 mr-2"></i>
|
||||
投资启示
|
||||
</h2>
|
||||
<div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
|
||||
<div class="glass-effect rounded-xl p-8">
|
||||
<h3 class="text-2xl font-bold mb-4">最具投资价值环节</h3>
|
||||
<div class="space-y-4">
|
||||
<div class="bg-white bg-opacity-20 rounded-lg p-4">
|
||||
<h4 class="font-bold mb-2">🏭 高壁垒核心设备制造商</h4>
|
||||
<p class="text-sm opacity-90">航宇科技、上海电气、中核科技等深度参与实验建设的核心供应商</p>
|
||||
<!-- Development Path & ECharts -->
|
||||
<div class="bento-item col-span-12 glass-card p-6 rounded-3xl">
|
||||
<h3 class="text-xl font-semibold text-cyan-300 mb-4">3. 关键催化剂与发展路径</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||||
<div>
|
||||
<h4 class="font-bold text-info mb-2">近期催化剂 (未来6-12个月)</h4>
|
||||
<ul class="list-disc list-inside text-slate-300 text-sm space-y-1">
|
||||
<li><strong>示范堆项目立项与招标:</strong> 30MW/60MW研究/示范堆获国家核准是关键。</li>
|
||||
<li><strong>国家级能源规划纳入:</strong> 如写入“十五五”规划，将强化长期确定性。</li>
|
||||
<li><strong>实验堆运行数据公布:</strong> 验证材料耐腐蚀性、燃料循环效率等。</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div id="timeline-chart" class="w-full h-64"></div>
|
||||
</div>
|
||||
<div class="bg-white bg-opacity-20 rounded-lg p-4">
|
||||
<h4 class="font-bold mb-2">🏗️ 工程建设先锋</h4>
|
||||
<p class="text-sm opacity-90">上海建工等拥有核能工程建设经验和资质的企业</p>
|
||||
</div>
|
||||
|
||||
<!-- Industry Chain & Core Companies -->
|
||||
<div class="bento-item col-span-12 glass-card p-6 rounded-3xl">
|
||||
<h3 class="text-xl font-semibold text-cyan-300 mb-4">4. 产业链与核心公司深度剖析</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6 text-sm">
|
||||
<div class="space-y-2">
|
||||
<h4 class="font-bold text-info">上游: 核燃料与原材料</h4>
|
||||
<p><strong>钍资源:</strong> 包钢股份, 盛和资源, 东方锆业</p>
|
||||
<p><strong>关键材料:</strong> 抚顺特钢 (高温合金), 华菱钢铁 (核电钢), 方大炭素 (核级石墨)</p>
|
||||
</div>
|
||||
<div class="space-y-2">
|
||||
<h4 class="font-bold text-info">中游: 核心设备与系统</h4>
|
||||
<p><strong>反应堆主设备:</strong> 航宇科技 (锻件), 海陆重工 (换热)</p>
|
||||
<p><strong>控制/驱动:</strong> 浙富控股 (控制棒驱动)</p>
|
||||
<p><strong>阀门/泵/密封:</strong> 中核科技, 中密控股</p>
|
||||
</div>
|
||||
<div class="space-y-2">
|
||||
<h4 class="font-bold text-info">下游: 工程建设与运营</h4>
|
||||
<p><strong>工程总包 (EPC):</strong> 上海建工 (已承建实验堆)</p>
|
||||
<p><strong>未来运营商:</strong> 国家电力投资集团 (SPIC)</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="divider text-slate-500 my-6">核心玩家梯队</div>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6 text-sm">
|
||||
<div>
|
||||
<h4 class="font-bold text-success">领导者梯队 (已深度参与实验堆)</h4>
|
||||
<ul class="list-disc list-inside text-slate-300 mt-2 space-y-1">
|
||||
<li><strong>上海建工:</strong> 工程承建方，逻辑最直接，具先发优势。</li>
|
||||
<li><strong>航宇科技:</strong> 供应全部锻件，技术壁垒高，核心材料商代表。</li>
|
||||
<li><strong>浙富控股:</strong> 提供控制棒系统，反应堆“大脑”，具稀缺性。</li>
|
||||
<li><strong>抚顺特钢:</strong> 解决GH3535高温合金“卡脖子”难题。</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div>
|
||||
<h4 class="font-bold text-accent">追赶者与潜力玩家</h4>
|
||||
<ul class="list-disc list-inside text-slate-300 mt-2 space-y-1">
|
||||
<li><strong>海陆重工:</strong> 市场情绪龙头，提供余排换热装置。</li>
|
||||
<li><strong>江苏神通/纽威股份:</strong> 阀门龙头，技术储备雄厚，待订单转化。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Risks & Conclusion -->
|
||||
<div class="bento-item col-span-12 lg:col-span-7 glass-card p-6 rounded-3xl">
|
||||
<h3 class="text-xl font-semibold text-cyan-300 mb-4">5. 潜在风险与挑战</h3>
|
||||
<div class="space-y-3 text-sm">
|
||||
<p><strong>技术风险:</strong> 材料长期腐蚀是首要瓶颈；从2MW到100MW的工程放大挑战巨大。</p>
|
||||
<p><strong>商业化风险:</strong> 时间不确定性远超市场预期；未来经济性未知。</p>
|
||||
<p><strong>政策与竞争风险:</strong> 与高温气冷堆、钠冷快堆存在技术路线竞争。</p>
|
||||
<p><strong>信息交叉验证风险:</strong> 官方规划（2035年）与专家预测（10年以上）存在巨大时间鸿沟。</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="bento-item col-span-12 lg:col-span-5 glass-card p-6 rounded-3xl">
|
||||
<h3 class="text-xl font-semibold text-cyan-300 mb-4">6. 综合结论与投资启示</h3>
|
||||
<p class="text-sm text-slate-300 mb-4">
|
||||
明确处于主题炒作与价值发现的早期阶段。背后是坚实的国家战略，但巨大不确定性决定了5-10年内难以转化为持续利润。投资更多是对技术路径成功可能性的“押注”。
|
||||
</p>
|
||||
<h4 class="font-bold text-info text-sm">最具投资价值环节:</h4>
|
||||
<ul class="list-decimal list-inside text-slate-300 text-sm mt-2 space-y-1">
|
||||
<li><strong>核心材料供应商:</strong> 解决“卡脖子”问题，确定性最高。</li>
|
||||
<li><strong>已验证的核心设备商:</strong> 在后续招标中处最有利位置。</li>
|
||||
</ul>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- Section 2: Supporting Data -->
|
||||
<section id="supporting-data" x-data="{ openTab: 'news' }">
|
||||
<h2 class="text-3xl font-bold mb-8 text-center title-glow">数据源支撑</h2>
|
||||
<div class="tabs tabs-boxed justify-center mb-6 glass-card">
|
||||
<a class="tab" :class="{ 'tab-active': openTab === 'news' }" @click.prevent="openTab = 'news'">新闻数据</a>
|
||||
<a class="tab" :class="{ 'tab-active': openTab === 'roadshow' }" @click.prevent="openTab = 'roadshow'">路演纪要</a>
|
||||
<a class="tab" :class="{ 'tab-active': openTab === 'research' }" @click.prevent="openTab = 'research'">研报精粹</a>
|
||||
</div>
|
||||
|
||||
<div class="glass-card p-6 rounded-3xl space-y-4 text-sm">
|
||||
<!-- News Data -->
|
||||
<div x-show="openTab === 'news'">
|
||||
<h3 class="font-bold text-lg text-info mb-2">新闻数据摘要</h3>
|
||||
<ul class="list-disc list-inside space-y-2 text-slate-300">
|
||||
<li><strong>核心事件:</strong> 中科院上海应物所牵头建成的2兆瓦液态燃料钍基熔盐实验堆(TMSR-LF1)首次实现钍铀转换，成为全球唯一运行的同类实验堆。</li>
|
||||
<li><strong>国产化与技术:</strong> 整体国产化率 >90%，核心设备100%。以钍为燃料，液态氟化物熔盐为冷却剂，具安全、无水、常压等优点。</li>
|
||||
<li><strong>未来规划:</strong> 2030年前建成30兆瓦研究堆，2035年建成百兆瓦级示范工程并推动商业化。</li>
|
||||
<li><strong>市场反应:</strong> 引发“钍基熔盐概念”热潮，海陆重工、宝色股份等多股涨停，近10家公司回应相关业务。</li>
|
||||
<li><strong>直接参与企业:</strong> 航宇科技(全部锻件)、海陆重工(余排换热装置)、华菱钢铁(核电用钢)、抚顺特钢(GH3535合金)、浙富控股(控制棒)、上海建工(工程承建)等。</li>
|
||||
</ul>
|
||||
</div>
|
||||
|
||||
<!-- Roadshow Data -->
|
||||
<div x-show="openTab === 'roadshow'">
|
||||
<h3 class="font-bold text-lg text-info mb-2">路演纪要精炼</h3>
|
||||
<ul class="list-disc list-inside space-y-2 text-slate-300">
|
||||
<li><strong>技术路线与商业化节奏:</strong> 中国三大四代堆路线之一。商业化预计2035-2040年，快于核聚变。</li>
|
||||
<li><strong>资源安全:</strong> 我国铀资源对外依存度≈80%，发展钍基核能可解决“缺铀”与“乏燃料”双重瓶颈。</li>
|
||||
<li><strong>项目节点:</strong> 甘肃武威2MWt实验堆已实现钍铀转化；远期目标2035年前建成100MWe示范电站。</li>
|
||||
<li><strong>技术挑战:</strong> 材料腐蚀是首要难题，高温熔盐对镍基合金提出长期抗蚀要求，仍处攻关阶段。</li>
|
||||
<li><strong>专家观点:</strong> 商业化较远，工程化尚需10年以上，燃料盐等尚处实验室阶段，市场对时间表过于乐观。</li>
|
||||
</ul>
|
||||
</div>
|
||||
|
||||
<!-- Research Data -->
|
||||
<div x-show="openTab === 'research'">
|
||||
<h3 class="font-bold text-lg text-info mb-2">研究报告观点</h3>
|
||||
<ul class="list-disc list-inside space-y-2 text-slate-300">
|
||||
<li><strong>战略地位:</strong> 我国在第四代核能技术领域取得重要突破，处于世界领先地位。TMSR项目制定了“实验堆→研究堆→示范堆”三步走战略。</li>
|
||||
<li><strong>技术特点:</strong> 属第四代核电技术，热中子堆。燃料本身是熔化的，无堆芯熔化风险，泄漏后会凝固自封堵。</li>
|
||||
<li><strong>资源与应用:</strong> 我国钍资源储量丰富，可助力能源独立。输出高温可用于发电、制氢、工业供热，尤其适合干旱地区（无水冷却）。</li>
|
||||
<li><strong>技术风险:</strong> 燃料盐腐蚀性强，对结构材料要求极高；技术尚不成熟，缺乏成熟的设计和安全评估规范。</li>
|
||||
<li><strong>产业链提及:</strong> 多份研报明确提及海陆重工服务堆型包括四代堆型（钍基熔盐堆）。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- Section 3: Stock Data -->
|
||||
<section id="stock-data">
|
||||
<h2 class="text-3xl font-bold mb-8 text-center title-glow">相关概念股梳理</h2>
|
||||
|
||||
<div class="space-y-12">
|
||||
<div class="glass-card rounded-3xl p-2 sm:p-4">
|
||||
<h3 class="text-xl font-semibold text-center mb-4 text-info">核心标的池 (251106更新)</h3>
|
||||
<div class="overflow-x-auto">
|
||||
<table class="table table-zebra table-sm">
|
||||
<thead>
|
||||
<tr class="text-base text-slate-300">
|
||||
<th>股票名称</th>
|
||||
<th>代码</th>
|
||||
<th>核心逻辑</th>
|
||||
<th>标签</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<!-- Stocks will be populated here by the script -->
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="glass-card rounded-3xl p-2 sm:p-4">
|
||||
<h3 class="text-xl font-semibold text-center mb-4 text-info">涨幅异动分析</h3>
|
||||
<div class="space-y-4 p-4">
|
||||
<!-- Rise Analysis will be populated here -->
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="glass-effect rounded-xl p-8">
|
||||
<h3 class="text-2xl font-bold mb-4">关键跟踪指标</h3>
|
||||
<div class="space-y-4">
|
||||
<div class="bg-white bg-opacity-20 rounded-lg p-4">
|
||||
<h4 class="font-bold mb-2">📅 20MW项目进度</h4>
|
||||
<p class="text-sm opacity-90">从实验室走向工程化的第一个里程碑</p>
|
||||
</div>
|
||||
<div class="bg-white bg-opacity-20 rounded-lg p-4">
|
||||
<h4 class="font-bold mb-2">📋 新订单公告</h4>
|
||||
<p class="text-sm opacity-90">核心设备厂商获得后续项目合同</p>
|
||||
</div>
|
||||
<div class="bg-white bg-opacity-20 rounded-lg p-4">
|
||||
<h4 class="font-bold mb-2">🔬 材料技术突破</h4>
|
||||
<p class="text-sm opacity-90">耐熔盐腐蚀材料等关键技术进展</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Footer -->
|
||||
<footer class="bg-gray-900 text-white py-8">
|
||||
<div class="container mx-auto px-4 text-center">
|
||||
<p class="mb-2">© 2024 核电钍基熔盐堆深度分析报告</p>
|
||||
<p class="text-sm opacity-75">数据来源：公开新闻、路演记录、券商研报</p>
|
||||
<p class="text-xs mt-4 opacity-50">风险提示：本报告仅供参考，不构成投资建议</p>
|
||||
</div>
|
||||
</footer>
|
||||
</section>
|
||||
|
||||
<script>
|
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// Initialize Lucide icons
|
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lucide.createIcons();
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</main>
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// Add smooth scrolling
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document.querySelectorAll('a[href^="#"]').forEach(anchor => {
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const observerOptions = {
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rootMargin: '0px 0px -50px 0px'
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<footer class="text-center mt-16">
|
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<p class="text-xs text-slate-600">本报告由北京价值前沿科技有限公司 AI投研agent：“价小前投研” 合成生成，所有数据与分析仅供参考，不构成任何投资建议。投资有风险，入市需谨慎。</p>
|
||||
</footer>
|
||||
</div>
|
||||
|
||||
<script>
|
||||
const stockData = {
|
||||
"核电钍基熔盐堆(251106)更新": [
|
||||
{ "stock": "包钢股份", "reason": "白云鄂博稀土矿是氟碳铈矿和独居石矿的混合矿；公司拥有丰富的钍资源，白云鄂博矿钍储量折合二氧化钍22万吨", "其他标签": "独居石, 含钍资源", "stock_code": "600010" },
|
||||
{ "stock": "东方锆业", "reason": "公司澳大利亚的三个矿产项目（Image布纳伦项目、铭瑞锆业Mindarie项目、WIM150项目）均可产出独居石；Image年产量为约3000吨至7500吨独居石", "其他标签": "独居石, 含钍资源", "stock_code": "002167" },
|
||||
{ "stock": "盛和资源", "reason": "独居石中含有钍资源，公司参股10%的湖南中核金原新材料公司经营范围中包括“含钍资源独居石优溶渣处理以及钍、铀的运输、回收、储存、加工以及技术服务”；全资子公司海南文盛新材主要产品包括独居石", "其他标签": "独居石, 含钍资源", "stock_code": "600392" },
|
||||
{ "stock": "中国核电", "reason": "中核资源（间接参股3.88%）为中核集团内唯一独居石等共伴生钍资源综合利用的投资和营运平台", "其他标签": "独居石, 含钍资源", "stock_code": "601985" },
|
||||
{ "stock": "鲁北化工", "reason": "公司新设的鲁北钛锆新材料公司主营包括独居石的加工和销售", "其他标签": "独居石, 含钍资源", "stock_code": "600727" },
|
||||
{ "stock": "上海电气", "reason": "钍基熔盐堆项目实验堆项目中上海电气承制的主设备（堆容器、核热侧主熔盐、二次熔盐换热装置等）是四代试验堆非常重要的关键设备", "其他标签": "钍基熔盐堆", "stock_code": "601727" },
|
||||
{ "stock": "宝色股份", "reason": "公司参与的是关于中科院上海应物所“钍基熔盐堆综合仿真实验平台项目”主容器、堆内支撑装置等设备的加工制造", "其他标签": "钍基熔盐堆", "stock_code": "300402" },
|
||||
{ "stock": "海陆重工", "reason": "公司核电设备供应堆型包括四代堆型（钍基熔盐堆）；公司曾承制2MWt液态燃料钍基熔盐实验堆安全专设—余排换热装置", "其他标签": "钍基熔盐堆", "stock_code": "002255" },
|
||||
{ "stock": "兰石重装", "reason": "公司在钍基熔盐堆技术领域具有丰富的技术储备和产品销售；先后参与了第四代新型反应堆钍基熔盐堆关键装备、产业化用核乏燃料后处理关键装备研究", "其他标签": "钍基熔盐堆", "stock_code": "603169" },
|
||||
{ "stock": "浙富控股", "reason": "子公司华都公司曾签订“钍基熔盐堆综合仿真实验平台项目”关键设备调节棒/补偿棒驱动机构工程样机设备采购合同、武威熔盐堆项目控制棒驱动系统供货合同", "其他标签": "钍基熔盐堆", "stock_code": "002266" },
|
||||
{ "stock": "上海建工", "reason": "公司参与建设了钍基熔盐实验堆及配套工程项目", "其他标签": "钍基熔盐堆", "stock_code": "600170" },
|
||||
{ "stock": "科华数据", "reason": "公司的核级UPS已成功应用于钍基熔盐堆实验堆", "其他标签": "钍基熔盐堆", "stock_code": "002335" },
|
||||
{ "stock": "中核科技", "reason": "公司为甘肃钍基熔盐堆项目提供的配套阀门", "其他标签": "钍基熔盐堆", "stock_code": "000777" },
|
||||
{ "stock": "西子洁能", "reason": "公司在熔盐换热、核能产品有相关技术储备", "其他标签": "钍基熔盐堆", "stock_code": "002534" },
|
||||
{ "stock": "华菱钢铁", "reason": "成功开发第四代核电钢150mmSA738GrB，用于第四代核电钍基熔盐堆核能系统试验平台项目首堆", "其他标签": "钍基熔盐堆", "stock_code": "000932" },
|
||||
{ "stock": "川润股份", "reason": "为中科院上海应用物理研究所TMSR（钍基熔盐堆核能系统）项目提供冷却盐循环泵润滑系统", "其他标签": "钍基熔盐堆", "stock_code": "002272" },
|
||||
{ "stock": "航宇科技", "reason": "公司参与了我国首台套具有自主知识产权的2MWt液态燃料钍基熔盐实验堆项目", "其他标签": "钍基熔盐堆", "stock_code": "688239" },
|
||||
{ "stock": "方大炭素", "reason": "2015年公司战略合作核创院（TMSR专项总体部），以期实现研发的先进核石墨在TMSR专项的实验堆中试用、下阶段示范堆及未来商业堆的推广应用", "其他标签": "钍基熔盐堆", "stock_code": "600516" },
|
||||
{ "stock": "中密控股", "reason": "公司产品可以应用于钍基核反应堆", "其他标签": "钍基熔盐堆", "stock_code": "300470" },
|
||||
{ "stock": "佳电股份", "reason": "控股股东哈电集团（持有公司36.94%股份）在钍基熔盐堆已有战略布局", "其他标签": "钍基熔盐堆", "stock_code": "000922" },
|
||||
{ "stock": "上大股份", "reason": "公司成功中标“中国科学院上海应用物理研究所钍基熔盐堆关键装备与技术开发项目用GH3535合金材料采购项目”，成为了钍基熔盐堆关键材料核心供应商之一", "其他标签": "钍基熔盐堆", "stock_code": "301522" },
|
||||
{ "stock": "江苏神通", "reason": "公司已开展钍基熔盐堆中所需各类阀门产品的研发和技术储备", "其他标签": "钍基熔盐堆", "stock_code": "002438" },
|
||||
]
|
||||
};
|
||||
|
||||
const observer = new IntersectionObserver((entries) => {
|
||||
entries.forEach(entry => {
|
||||
if (entry.isIntersecting) {
|
||||
entry.target.classList.add('animate-fade-in');
|
||||
const riseAnalysisData = {
|
||||
"rise_analysis": [
|
||||
{ "stock": "保变电气", "stock_code": "600550", "rise_rate": 9.99, "trade_date": "2025-11-05", "reason": "核心结论 <br>“北美AI缺电”外电与“国内钍基熔盐堆突破”内电在11月5日早盘形成共振，资金将保变电气视为“唯一同时受益海外500 kV主变缺口+国内核级干变订单”的稀缺标的，量化资金5分钟封板。<br><br>驱动概念 <br>AI电力瓶颈+钍基熔盐堆+特高压出海<br><br>个股异动解析 <br>1. 消息面 <br>（1）AI电力瓶颈：板块亮点——微软CEO称“GPU缺电”引爆北美数据中心变压器缺口。 <br>- 公司与板块相关事实：2023年报披露500 kV及以上主变出口北美市占率国内第一（海关8504编码统计38%）；2024H1北美收入5.3亿元，同比+63%，订单排产至2025Q4。 <br><br>（2）钍基熔盐堆：板块亮点——全球首座2 MWt实验堆实现钍-铀在线转换，2035年将建百兆瓦示范堆。 <br>- 公司与板块相关事实：2022-09-15公告中标中科院上海应物所“钍基熔盐实验堆核级干变”项目，为国内唯一已交付66 kV核级干变供应商；示范堆单堆主变价值量约3亿元，预计2026年招标4台合计12亿元产值。 <br><br>（3）特高压出海：板块亮点——2025年1-8月我国变压器出口金额297亿元，同比+51.4%，北美缺电加剧订单外溢。 <br>- 公司与板块相关事实：保定基地2023年完成数字化改造，500 kV及以上产能由120台/年提升至180台/年，直接匹配海外缺口；近期ABB、西门子美国总包追加OEM订单，账期90天，毛利率24%高于国内6个百分点。 <br><br>2. 基本面 <br>- 海外订单兑现：2024H1海外收入12.4亿元，同比+63%，占总收入28%，其中北美500 kV主变占比43%。 <br>- 核电订单期权：已锁定实验堆供货经验，示范堆60万千瓦主变招标在即，技术分领先。 <br>- 产能弹性：数字化改造后高端产能+50%，可快速承接北美与核电双重增量。 <br><br>总结 <br>北美AI缺电→500 kV主变缺口→公司出口龙头地位；钍基熔盐堆突破→核级干变唯一供货记录→示范堆12亿元订单期权；两者均能在2025-2026年转化为收入，构成“消息→订单”而非纯主题炒作。" },
|
||||
{ "stock": "中国核建", "stock_code": "601611", "rise_rate": 5.86, "trade_date": "2025-11-05", "reason": "核心结论<br>中国核建当日的大幅上涨并非由单一事件触发，而是由一个核心技术突破作为核心引爆点，叠加行业情绪升温、宏观叙事强化及市场资金推动等多重因素共振所形成的一次集中性上涨。<br><br>一、 主要驱动力：第四代核电技术突破引爆的“核”心题材<br>全球唯一运行的2兆瓦液态燃料钍基熔盐实验堆成功完成钍铀核燃料的首次转换，中国核建作为我国核电工程建设领域的绝对龙头，被视为该技术浪潮的核心资产和第一受益者。<br><br>二、 次要驱动力：宏观与行业情绪的共振催化<br>全球核电复兴与AI算力电力需求叙事、“中字头”央企价值重估预期等宏观背景提升了板块的成长天花板和估值逻辑。<br><br>三、 市场资金面与情绪的直接推动<br>融资净买入1.28亿元，创历史新高（11-05），表明大量的杠杆资金追高买入，为股价上涨提供最直接的财力支持。<br><br>总结与展望<br>上涨是由“技术突破（基本面）+ 宏观叙事（催化剂）+ 资金推动（市场面）”三重逻辑驱动。后续应关注示范工程项目的启动及招标情况。" },
|
||||
{ "stock": "中国西电", "stock_code": "601179", "rise_rate": 10.01, "trade_date": "2025-11-06", "reason": "核心结论: 国网特高压订单集中兑现叠加公司兆瓦级固态变压器切入英伟达AIDC电源链，形成“传统订单高增+AI算力新需求”戴维斯双击，资金抢筹至涨停。<br><br>驱动概念: 特高压+AI算力电源+钍基熔盐堆<br><br>个股异动解析: <br>（1）特高压：藏东南-粤港澳、蒙西-京津冀两条线路核准开工，主设备招标在即，公司份额稳居第一，合同负债高增锁定未来业绩。<br>（2-3）AI算力电源 & 钍基熔盐堆：公司2.4 MW固态变压器（SST）已批量出货，并切入英伟达供应链。钍基熔盐堆可直驱SST为数据中心供800V直流母线，公司SST方案被视为唯一国产门票。<br><br>总结: 特高压订单落地+SST切入英伟达链+钍堆直流供能三重催化，资金抢筹。" }
|
||||
]
|
||||
};
|
||||
|
||||
document.addEventListener('DOMContentLoaded', function () {
|
||||
// Populate stock table
|
||||
const tableBody = document.querySelector('#stock-data table tbody');
|
||||
stockData["核电钍基熔盐堆(251106)更新"].forEach(stock => {
|
||||
const tags = stock['其他标签'].split(',').map(tag => `<div class="badge badge-outline badge-info badge-sm">${tag.trim()}</div>`).join(' ');
|
||||
const row = `
|
||||
<tr>
|
||||
<td class="font-semibold">${stock.stock}</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=${stock.stock_code}" target="_blank" class="text-accent hover:underline">${stock.stock_code}</a></td>
|
||||
<td class="text-xs text-slate-400">${stock.reason}</td>
|
||||
<td><div class="flex flex-wrap gap-1">${tags}</div></td>
|
||||
</tr>
|
||||
`;
|
||||
tableBody.innerHTML += row;
|
||||
});
|
||||
|
||||
// Populate rise analysis
|
||||
const riseAnalysisContainer = document.querySelector('#stock-data .space-y-4');
|
||||
riseAnalysisData.rise_analysis.forEach(item => {
|
||||
const card = `
|
||||
<div class="collapse collapse-arrow glass-card">
|
||||
<input type="radio" name="rise-analysis-accordion" />
|
||||
<div class="collapse-title text-lg font-medium">
|
||||
${item.stock} (${item.stock_code}) - <span class="text-error">${item.rise_rate}%</span> (${item.trade_date})
|
||||
</div>
|
||||
<div class="collapse-content">
|
||||
<p class="text-sm text-slate-300">${item.reason}</p>
|
||||
</div>
|
||||
</div>
|
||||
`;
|
||||
riseAnalysisContainer.innerHTML += card;
|
||||
});
|
||||
|
||||
// ECharts Timeline
|
||||
var chartDom = document.getElementById('timeline-chart');
|
||||
var myChart = echarts.init(chartDom);
|
||||
var option;
|
||||
|
||||
option = {
|
||||
tooltip: {
|
||||
trigger: 'axis',
|
||||
formatter: '{b}: {c}',
|
||||
backgroundColor: 'rgba(20, 20, 40, 0.7)',
|
||||
borderColor: 'rgba(255, 255, 255, 0.2)',
|
||||
textStyle: {
|
||||
color: '#E0E0E0'
|
||||
}
|
||||
},
|
||||
grid: {
|
||||
left: '3%',
|
||||
right: '4%',
|
||||
bottom: '3%',
|
||||
containLabel: true
|
||||
},
|
||||
xAxis: {
|
||||
type: 'category',
|
||||
data: ['当前', '2030', '2035', '2035+'],
|
||||
axisLine: { lineStyle: { color: 'rgba(255,255,255,0.3)' } }
|
||||
},
|
||||
yAxis: {
|
||||
type: 'value',
|
||||
name: '阶段',
|
||||
axisLabel: {
|
||||
formatter: function(value) {
|
||||
const texts = ['实验', '研究', '示范', '商业化'];
|
||||
return texts[value-1] || '';
|
||||
}
|
||||
},
|
||||
splitLine: { lineStyle: { color: 'rgba(255,255,255,0.1)' } },
|
||||
axisLine: { lineStyle: { color: 'rgba(255,255,255,0.3)' } }
|
||||
},
|
||||
series: [
|
||||
{
|
||||
name: '发展路径',
|
||||
type: 'line',
|
||||
step: 'start',
|
||||
data: [1, 2, 3, 4],
|
||||
symbol: 'circle',
|
||||
symbolSize: 10,
|
||||
lineStyle: {
|
||||
color: '#00ffff',
|
||||
width: 2
|
||||
},
|
||||
itemStyle: {
|
||||
color: '#00ffff',
|
||||
borderColor: '#01000a',
|
||||
borderWidth: 2
|
||||
},
|
||||
areaStyle: {
|
||||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{
|
||||
offset: 0,
|
||||
color: 'rgba(0, 255, 255, 0.3)'
|
||||
}, {
|
||||
offset: 1,
|
||||
color: 'rgba(0, 255, 255, 0)'
|
||||
}])
|
||||
}
|
||||
}
|
||||
],
|
||||
textStyle: {
|
||||
color: '#e0e0e0'
|
||||
}
|
||||
});
|
||||
}, observerOptions);
|
||||
|
||||
document.querySelectorAll('.tech-card').forEach(card => {
|
||||
observer.observe(card);
|
||||
});
|
||||
|
||||
// Timeline animation
|
||||
document.querySelectorAll('.timeline-dot').forEach((dot, index) => {
|
||||
setTimeout(() => {
|
||||
dot.classList.add('animate-pulse-slow');
|
||||
}, index * 200);
|
||||
});
|
||||
|
||||
// Add table row hover effect
|
||||
document.querySelectorAll('tbody tr').forEach(row => {
|
||||
row.addEventListener('mouseenter', function() {
|
||||
this.style.transform = 'scale(1.02)';
|
||||
this.style.transition = 'all 0.3s ease';
|
||||
});
|
||||
row.addEventListener('mouseleave', function() {
|
||||
this.style.transform = 'scale(1)';
|
||||
});
|
||||
});
|
||||
|
||||
// Initialize animations
|
||||
window.addEventListener('load', () => {
|
||||
document.body.classList.add('loaded');
|
||||
};
|
||||
|
||||
option && myChart.setOption(option);
|
||||
window.addEventListener('resize', myChart.resize);
|
||||
});
|
||||
</script>
|
||||
</body>
|
||||
|
||||
Reference in New Issue
Block a user