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<!DOCTYPE html>
<html lang="zh-CN">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>锂电池 - 深度行业研究</title>
<script src="https://cdn.tailwindcss.com"></script>
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/dist/full.min.css" rel="stylesheet" type="text/css" />
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
<style>
@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&display=swap');
body {
font-family: 'Inter', 'Helvetica Neue', 'Arial', 'sans-serif';
background-color: #000010;
color: #E0E0E0;
overflow-x: hidden;
-webkit-font-smoothing: antialiased;
-moz-osx-font-smoothing: grayscale;
}
.bg-space {
position: fixed;
top: 0;
left: 0;
width: 100%;
height: 100%;
z-index: -1;
background: radial-gradient(ellipse at bottom, #1b2735 0%, #090a0f 100%);
animation: move-background 60s linear infinite;
}
#stars {
width: 1px;
height: 1px;
background: transparent;
box-shadow:
-23vw -2vh 1px #FFF, 76vw -33vh 0px #FFF, -8vw 3vh 1px #FFF, -2vw -10vh 0px #FFF,
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animation: animStar 200s linear infinite;
}
@keyframes animStar {
from { transform: translateY(0px); }
to { transform: translateY(-2000px); }
}
@keyframes move-background {
from { background-position: 0 0; }
to { background-position: 10000px 5000px; }
}
.glass-card {
background: rgba(10, 15, 30, 0.4);
backdrop-filter: blur(12px);
-webkit-backdrop-filter: blur(12px);
border: 1px solid rgba(100, 120, 180, 0.2);
border-radius: 1.5rem; /* 24px */
transition: all 0.3s ease;
position: relative;
overflow: hidden;
}
.glass-card::before {
content: '';
position: absolute;
top: 0;
left: 0;
right: 0;
bottom: 0;
background: radial-gradient(circle at 50% 0, rgba(0, 255, 255, 0.1), transparent 40%);
opacity: 0;
transition: opacity 0.5s ease;
pointer-events: none;
}
.glass-card:hover::before {
opacity: 1;
}
.bento-grid {
display: grid;
grid-template-columns: repeat(12, 1fr);
gap: 1.5rem;
}
.highlight-cyan { color: #00ffff; }
.highlight-magenta { color: #ff00ff; }
.highlight-green { color: #00ff99; }
h1, h2, h3 {
text-shadow: 0 0 8px rgba(0, 255, 255, 0.3);
}
.section-title {
font-size: 1.875rem; /* text-3xl */
font-weight: 700;
border-bottom: 1px solid rgba(0, 255, 255, 0.3);
padding-bottom: 0.75rem;
margin-bottom: 1.5rem;
display: flex;
align-items: center;
gap: 0.75rem;
}
.section-title svg {
width: 2rem;
height: 2rem;
flex-shrink: 0;
color: #00ffff;
}
table {
border-collapse: separate;
border-spacing: 0;
}
thead th {
background-color: rgba(0, 255, 255, 0.05);
border-bottom: 1px solid rgba(0, 255, 255, 0.2) !important;
text-align: left;
}
tbody tr:nth-child(even) {
background-color: rgba(10, 15, 30, 0.2);
}
tbody tr:hover {
background-color: rgba(0, 255, 255, 0.1);
}
th, td {
padding: 1rem 1.5rem;
border-color: rgba(100, 120, 180, 0.15) !important;
}
.prose-custom {
color: #E0E0E0;
}
.prose-custom h3 {
color: #93c5fd;
font-size: 1.25rem;
margin-top: 2rem;
margin-bottom: 1rem;
}
.prose-custom h4 {
color: #a5b4fc;
font-size: 1.125rem;
margin-top: 1.5rem;
margin-bottom: 0.75rem;
}
.prose-custom ul > li::before {
background-color: #00ffff;
}
.prose-custom blockquote {
color: #fde047;
border-left-color: #fde047;
background-color: rgba(253, 224, 71, 0.05);
padding: 1rem;
border-radius: 0.5rem;
}
</style>
</head>
<body>
<div class="bg-space">
<div id="stars"></div>
</div>
<div class="container mx-auto p-4 md:p-8">
<header class="text-center py-12">
<h1 class="text-5xl md:text-7xl font-bold highlight-cyan tracking-wider">锂电池</h1>
<p class="text-xl md:text-2xl mt-4 text-gray-300">深度行业研究报告</p>
<p class="text-sm mt-8 text-gray-500">北京价值前沿科技有限公司 AI投研agent：“价小前投研”</p>
</header>
<main class="space-y-6">
<div class="bento-grid">
<!-- Core View -->
<div class="glass-card p-6 md:p-8 col-span-12 lg:col-span-8 prose prose-custom max-w-none">
<h2 class="section-title">
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M3.75 3v11.25A2.25 2.25 0 0 0 6 16.5h12M3.75 3.75h16.5M12 21.75h-6a2.25 2.25 0 0 1-2.25-2.25V16.5" /></svg>
核心观点摘要
</h2>
<p>锂电池行业正处于<strong class="highlight-green">周期性底部复苏与结构性创新共振</strong>的关键阶段。核心驱动力已从单一的电动汽车高速渗透，转变为<strong class="highlight-cyan">“电动化+储能”双轮驱动</strong>，并叠加消费电子技术升级带来的新需求。未来，行业的价值将进一步向具备全球竞争力的龙头企业、掌握下一代核心技术（如固态电池、硅碳负极）的创新者以及景气度最高的储能环节集中。</p>
</div>
<!-- Key Data -->
<div class="glass-card p-6 col-span-12 lg:col-span-4 flex flex-col justify-center items-center space-y-4">
<div class="text-center">
<p class="text-lg text-gray-400">2025 H1全球产量</p>
<p class="text-5xl font-bold highlight-cyan">986.5<span class="text-2xl ml-1">GWh</span></p>
</div>
<div class="text-center">
<p class="text-lg text-gray-400">同比增长</p>
<p class="text-5xl font-bold highlight-green">+48.3%</p>
</div>
</div>
<!-- Concept Evolution -->
<div class="glass-card p-6 md:p-8 col-span-12 prose prose-custom max-w-none">
<h3 class="!mt-0">概念演进：从商业化到新纪元</h3>
<ul class="timeline timeline-vertical">
<li>
<div class="timeline-start timeline-box glass-card !bg-opacity-70"><strong>1991年：技术奠基与商业化</strong><p>日本索尼推出全球首款商业化锂电池，应用于消费电子，开启锂电时代。</p></div>
<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg></div>
<hr class="bg-cyan-400"/>
</li>
<li>
<hr class="bg-cyan-400"/>
<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg></div>
<div class="timeline-end timeline-box glass-card !bg-opacity-70"><strong>~2015年至今：动力电池崛起</strong><p>全球新能源汽车（EV）浪潮兴起，动力电池成为核心增长引擎。</p></div>
<hr class="bg-cyan-400"/>
</li>
<li>
<hr class="bg-cyan-400"/>
<div class="timeline-start timeline-box glass-card !bg-opacity-70"><strong>2023-2024H1：周期性波动与产业出清</strong><p>经历价格下行周期，供给端持续收缩，产业进入优胜劣汰阶段。</p></div>
<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg></div>
<hr class="bg-cyan-400"/>
</li>
<li>
<hr class="bg-cyan-400"/>
<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg></div>
<div class="timeline-end timeline-box glass-card !bg-opacity-70"><strong>2024H2-2025：景气度回暖与结构分化</strong><p>供需改善推动价格企稳，出口数据迎拐点，海外储能成核心驱动力。</p></div>
<hr class="bg-cyan-400"/>
</li>
<li>
<hr class="bg-cyan-400"/>
<div class="timeline-start timeline-box glass-card !bg-opacity-70"><strong>进行时：下一代技术竞赛白热化</strong><p>固态电池（比亚迪计划2027年示范装车）、硅碳负极（2024年为放量元年）等技术创新加速。</p></div>
<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg></div>
</li>
</ul>
</div>
<!-- Charts -->
<div class="glass-card p-6 md:p-8 col-span-12 lg:col-span-6">
<h3 class="text-xl font-semibold mb-4 text-cyan-300">市场驱动力分析</h3>
<div id="demand-chart" style="width: 100%; height: 400px;"></div>
</div>
<div class="glass-card p-6 md:p-8 col-span-12 lg:col-span-6">
<h3 class="text-xl font-semibold mb-4 text-cyan-300">电动两轮车渗透率预期差</h3>
<div id="penetration-chart" style="width: 100%; height: 400px;"></div>
</div>
<!-- Core Logic -->
<div class="glass-card p-6 md:p-8 col-span-12 prose prose-custom max-w-none">
<h2 class="section-title">
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M3.75 13.5l10.5-11.25L12 10.5h8.25L9.75 21.75 12 13.5H3.75z" /></svg>
核心逻辑与市场认知
</h2>
<h4>核心驱动力</h4>
<ol>
<li><strong>需求结构性扩张：</strong>根本逻辑在于全球能源转型背景下，电化学储能需求的确定性增长。
<ul>
<li><strong>动力领域：</strong>进入“存量替换与结构升级”阶段，看点为快充、结构创新和成本优化。</li>
<li><strong>储能领域：</strong>成为当前景气度最高的增长极。新闻出口数据明确指出，“金额转正...背后是海外储能景气度持续超预期”。</li>
<li><strong>消费领域：</strong>由AI手机、可穿戴设备等新品类驱动，催生了硅碳负极及钢壳电池等技术迭代需求。</li>
</ul>
</li>
<li><strong>技术迭代加速：</strong>对更高能量密度(>300 Wh/kg)、更高安全性、更快充电速度的追求，是驱动产业链价值重构的内生动力。</li>
<li><strong>政策与标准护航：</strong>国内外政策从“普惠补贴”转向“规范与安全并重”，利好头部规范企业。</li>
</ol>
<h4>市场热度与情绪</h4>
<p>市场情绪呈现<strong class="highlight-magenta">“短期乐观，长期分化”</strong>的特点。一方面，A股和美股板块多次大涨，反映了对行业触底反弹的乐观预期；另一方面，产业链不同环节（如电解液添加剂VC行业全行业亏损）和新技术商业化节奏（固态电池成本高昂）存在分歧和谨慎。</p>
<h4>预期差分析</h4>
<blockquote>
<strong>关键认知偏差</strong>
<ol>
<li><strong>“锂进铅退”神话的破产：</strong>市场普遍认为锂电将全面替代铅酸。但数据显示，在电动两轮车领域，因安全事故频发，锂电渗透率从2022年的<strong class="text-red-400">25%骤降至2024H1的约10%</strong>。在国内数据中心，铅酸仍占<strong class="text-red-400">90%</strong>。安全问题是其在特定场景的致命短板。</li>
<li><strong>固态电池的“理想”与“现实”：</strong>媒体常以“重大突破”报道，但其商业化面临界面问题、工艺难度、高成本（液态的2-3倍）和技术路线差异等巨大鸿沟。比亚迪2027年“示范装车”的表述也暗示距离大规模商用仍有距离。</li>
<li><strong>全球化的“通途”与“壁垒”：</strong>中国企业出海成功，但在欧系车企中从“B角”转为“主供”的同时，也面临如“美国IRA政策限制中国电池短期空间”等结构性政策壁垒。</li>
</ol>
</blockquote>
</div>
<!-- Catalysts & Future Path -->
<div class="glass-card p-6 md:p-8 col-span-12 bento-grid">
<div class="col-span-12 md:col-span-6 prose prose-custom max-w-none">
<h3 class="!mt-0 highlight-green">近期催化剂 (未来3-6个月)</h3>
<ul>
<li><strong>储能出口数据：</strong>月度数据是验证海外高景气度的核心指标。</li>
<li><strong>苹果新品技术路线：</strong>若2025年导入硅碳负极/钢壳电池，将引爆消费电池产业链。</li>
<li><strong>固态电池材料/设备定点：</strong>25年下半年是关键期，订单突破是实质性信号。</li>
<li><strong>关键原材料价格：</strong>碳酸锂价格能否稳定将影响中下游盈利预期。</li>
</ul>
</div>
<div class="col-span-12 md:col-span-6 prose prose-custom max-w-none">
<h3 class="!mt-0 highlight-cyan">长期发展路径</h3>
<ul>
<li><strong>液态锂电成熟期 (当前-2027)：</strong>竞争焦点为成本控制（LFP）、性能优化（4C快充）和结构创新（4680）。</li>
<li><strong>混合固液导入期 (2026-2028)：</strong>半固态将在高端车型小批量测试，验证新材料体系。</li>
<li><strong>全固态商业化探索期 (2028-2030+)：</strong>工艺成熟、成本下降后有望开始商业化，颠覆现有产业链。</li>
</ul>
</div>
</div>
<!-- Key Players -->
<div class="glass-card p-6 md:p-8 col-span-12">
<h2 class="section-title">
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor" class="w-6 h-6"><path stroke-linecap="round" stroke-linejoin="round" d="M18 18.72a9.094 9.094 0 0 0 3.741-.479 3 3 0 0 0-4.682-2.72m-7.5-2.962A3.75 3.75 0 0 1 15 12a3.75 3.75 0 0 1-2.25 3.512m-3.75-2.253a3.75 3.75 0 0 0-6.25 2.253v.032a3.75 3.75 0 0 0 6.25-2.253v-.032Z" /></svg>
核心玩家对比
</h2>
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-6">
<div class="glass-card p-4 !bg-opacity-60">
<h4 class="font-bold text-lg text-cyan-300">宁德时代 (CATL)</h4>
<p class="text-sm text-gray-300"><strong>绝对领导者</strong><br>全球份额第一 (37.8%)，技术全面领先，客户优质，成本控制力强。风险在于海外政策限制和车企“二供”压力。</p>
</div>
<div class="glass-card p-4 !bg-opacity-60">
<h4 class="font-bold text-lg text-cyan-300">比亚迪 (BYD)</h4>
<p class="text-sm text-gray-300"><strong>垂直整合巨头</strong><br>“整车+电池”一体化模式，成本控制和协同能力强。“刀片电池”技术引领LFP回归。风险在于电池外供扩张速度。</p>
</div>
<div class="glass-card p-4 !bg-opacity-60">
<h4 class="font-bold text-lg text-cyan-300">亿纬锂能 (EVE)</h4>
<p class="text-sm text-gray-300"><strong>弹性增长追赶者</strong><br>业务结构多元，储能业务异军突起 (全球第二)，深度绑定宝马 (4695大圆柱)，全球化布局领先。成长弹性大。</p>
</div>
<div class="glass-card p-4 !bg-opacity-60">
<h4 class="font-bold text-lg text-cyan-300">珠海冠宇 & 欣旺达</h4>
<p class="text-sm text-gray-300"><strong>消费电池龙头</strong><br>受益于消费电子技术升级（AI手机），在硅碳负极、钢壳电池等创新方向具备先发优势和高价值增量。</p>
</div>
</div>
</div>
<!-- Risks -->
<div class="glass-card p-6 md:p-8 col-span-12 prose prose-custom max-w-none">
<h2 class="section-title">
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M12 9v3.75m-9.303 3.376c-.866 1.5.217 3.374 1.948 3.374h14.71c1.73 0 2.813-1.874 1.948-3.374L13.949 3.378c-.866-1.5-3.032-1.5-3.898 0L2.697 16.126ZM12 15.75h.007v.008H12v-.008Z" /></svg>
潜在风险与挑战
</h2>
<div class="grid grid-cols-1 md:grid-cols-2 gap-x-8">
<div>
<h4>技术风险</h4>
<ul>
<li><strong>液态电池安全瓶颈：</strong>热失控问题是根本性挑战，已在部分场景造成市场替代进程逆转。</li>
<li><strong>固态电池产业化不确定性：</strong>在界面、工艺、成本等方面存在巨大挑战，量产时间可能远慢于市场预期。</li>
</ul>
<h4>商业化风险</h4>
<ul>
<li><strong>产能过剩与价格战：</strong>行业仍面临结构性产能过剩，价格战压力长期存在。</li>
<li><strong>下游需求波动：</strong>新能源车销量增速放缓、储能装机不及预期等都可能造成冲击。</li>
<li><strong>原材料价格剧烈波动：</strong>严重扰乱产业链的成本控制和盈利预期。</li>
</ul>
</div>
<div>
<h4>政策与竞争风险</h4>
<ul>
<li><strong>地缘政治风险：</strong>以美国IRA法案为代表的贸易保护主义政策构成直接威胁。</li>
<li><strong>国际标准与法规：</strong>欧盟《新电池法》等将增加中国企业的合规成本。</li>
</ul>
<h4>信息交叉验证风险</h4>
<ul>
<li><strong>新闻热度与基本面脱节：</strong>短期情绪驱动的“板块大涨”与行业盈利分化、技术瓶颈等基本面问题存在矛盾。</li>
<li><strong>宏大叙事与微观现实冲突：</strong>例如，“中国主导全球”与“IRA法案限制”的冲突。</li>
</ul>
</div>
</div>
</div>
<!-- Investment启示 -->
<div class="glass-card p-6 md:p-8 col-span-12 prose prose-custom max-w-none">
<h2 class="section-title">
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M2.25 18.75a60.07 60.07 0 0 1 15.797 2.101c.727.198 1.453-.342 1.453-1.096V18.75M3.75 4.5v.75A.75.75 0 0 1 3 6h-.75m0 0v-.375c0-.621.504-1.125 1.125-1.125H20.25M2.25 6v9m18-10.5v.75c0 .414.336.75.75.75h.75m-1.5-1.5h.375c.621 0 1.125.504 1.125 1.125v9.75c0 .621-.504 1.125-1.125 1.125h-.375m1.5-1.5H21a.75.75 0 0 0-.75.75v.75m0 0H3.75m0 0h-.375a1.125 1.125 0 0 1-1.125-1.125V6.375c0-.621.504-1.125 1.125-1.125h.375m18 0h.375a1.125 1.125 0 0 0 1.125-1.125V6.375c0-.621-.504-1.125-1.125-1.125h-.375M3.75 21v-6.125A2.25 2.25 0 0 0 3 12.75H1.5M16.5 21v-6.125a2.25 2.25 0 0 1-.75-1.625h-1.5m19.5 0v.375c0 .621-.504 1.125-1.125 1.125h-.375m0-1.5h.375c.621 0 1.125.504 1.125 1.125v.375m-19.5 0h.375c.621 0 1.125.504 1.125 1.125v.375m0-1.5h-.375a1.125 1.125 0 0 0-1.125 1.125v.375m9-1.5h-3v-3h3v3Z" /></svg>
综合结论与投资启示
</h2>
<p>锂电池概念已脱离纯粹的主题炒作，进入<strong class="highlight-cyan">“基本面驱动”与“技术主题投资”并存的复杂阶段</strong>。液态电池产业链是成熟制造业，投资逻辑基于周期、格局和成本；而固态电池、硅碳负极等新技术方向仍处于主题投资阶段，股价波动更多由事件驱动。</p>
<h4>最具投资价值的细分环节</h4>
<ol>
<li><strong>海外储能：</strong>基于明确的出口数据拐点和高景气度，是当前确定性最高的环节。关注具备海外渠道、品牌和认证优势的企业 (如<strong class="highlight-green">宁德时代、亿纬锂能</strong>)。</li>
<li><strong>消费电池技术创新：</strong>AI手机等新终端带来的“刚需”，使得<strong class="highlight-green">硅碳负极</strong>和<strong class="highlight-green">钢壳电池</strong>等创新方向具备高确定性和价值增量。关注相关材料、电芯和设备 (如<strong class="highlight-green">欣旺达、珠海冠宇、联赢激光</strong>)。</li>
<li><strong>一体化龙头：</strong>只有具备规模、技术、资本和客户优势的一体化龙头 (<strong class="highlight-green">宁德时代、比亚迪</strong>) 能够穿越周期，长期配置价值凸显。</li>
</ol>
<h4>需重点跟踪的关键指标</h4>
<ul>
<li><strong>量价指标：</strong>月度锂电池出口金额及增速；碳酸锂等核心材料价格。</li>
<li><strong>技术渗透率：</strong>硅碳负极/半固态电池的搭载率、装车量和成本数据。</li>
<li><strong>企业盈利能力：</strong>头部电池厂的毛利率和净利率变化。</li>
</ul>
</div>
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产业链核心标的
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<!-- Rise Analysis Table -->
<div class="glass-card p-6 md:p-8 col-span-12">
<h3 class="text-xl font-bold mb-4 text-cyan-300">涨幅异动分析</h3>
<div class="overflow-x-auto">
<table class="table w-full">
<thead>
<tr>
<th>股票名称</th>
<th>代码</th>
<th>涨跌幅</th>
<th>日期</th>
<th>异动原因摘要</th>
</tr>
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<tbody id="rise-analysis-body">
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</div>
</main>
<footer class="text-center py-12">
<p class="text-sm text-gray-500">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” 合成呈现。</p>
<p class="text-xs text-gray-600 mt-2">免责声明：本报告内容基于公开信息整理，为AI合成数据，仅供参考，不构成任何投资建议。投资者应独立判断，审慎决策。股市有风险，投资需谨慎。</p>
</footer>
</div>
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{ "stock": "赣锋锂业", "reason": "锂辉石提锂碳酸锂权益当量第一，401万吨；盐湖提锂碳...", "stock_code": "002460" },
{ "stock": "天齐锂业", "reason": "锂辉石提锂碳酸锂权益当量第二，397万吨；盐湖提锂碳...", "stock_code": "002466" },
{ "stock": "中矿资源", "reason": "锂辉石提锂碳酸锂权益当量第三，241万吨", "stock_code": "002738" },
{ "stock": "天华新能", "reason": "锂辉石提锂碳酸锂权益当量第四，175.45万吨", "stock_code": "300390" },
{ "stock": "雅化集团", "reason": "锂辉石提锂碳酸锂权益储量第五，160万吨", "stock_code": "002497" },
{ "stock": "融捷股份", "reason": "锂辉石提锂碳酸锂权益储量第六，72.48万吨", "stock_code": "002192" },
{ "stock": "盛新锂能", "reason": "锂辉石提锂碳酸锂权益当量第七，72万吨", "stock_code": "002240" },
{ "stock": "川能动力", "reason": "锂辉石提锂碳酸锂权益储量第八，38万吨", "stock_code": "000155" }
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{ "stock": "西藏珠峰", "reason": "锂盐规划产能5.5万吨，碳酸锂储量205万吨", "stock_code": "600338" },
{ "stock": "科达制造", "reason": "锂盐产能3万吨/年，氯化锂储量1204万吨", "stock_code": "600499" }
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{ "stock": "国轩高科", "reason": "云母提锂产能A股第四，产能0.8万吨，规划产能12万吨...", "stock_code": "002074" }
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{ "stock": "湖南裕能", "reason": "磷酸铁锂产能第二，2021年产能10.55万吨", "stock_code": "301358" },
{ "stock": "龙蟠科技", "reason": "磷酸铁锂产能第三，2021年产能8万吨", "stock_code": "603906" },
{ "stock": "富临精工", "reason": "磷酸铁锂产能第四，2021年产能6.2万吨", "stock_code": "300432" }
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{ "stock": "当升科技", "reason": "三元正极材料市占率第二，市占率12%", "stock_code": "300073" },
{ "stock": "中伟股份", "reason": "三元前驱营收第一，2021年营收153.64亿", "stock_code": "300919" },
{ "stock": "格林美", "reason": "三元前驱营收第二，2021年营收94.24亿", "stock_code": "002340" }
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{ "stock": "杉杉股份", "reason": "人造石墨市占率第二，20%", "stock_code": "600884" },
{ "stock": "翔丰华", "reason": "天然石墨市占率第二，8%", "stock_code": "300890" },
{ "stock": "中科电气", "reason": "天然石墨市占率第四，5%", "stock_code": "300035" }
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{ "stock": "嘉元科技", "reason": "锂电铜箔业务营收第二，44.66亿", "stock_code": "688388" },
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{ "stock": "杭可科技", "reason": "锂电后段设备营收第一，30.33亿", "stock_code": "688006" },
{ "stock": "联赢激光", "reason": "锂电激光焊接设备营收第一，23.35亿", "stock_code": "688518" }
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{ "stock": "科华控股", "stock_code": "603161", "rise_rate": 10.0, "trade_date": "2025-06-20", "reason": "受锂电池和氢能源消息驱动，特别是福建氢能规划和锂电池研发进展刺激。" },
{ "stock": "时代万恒", "stock_code": "600241", "rise_rate": 10.0, "trade_date": "2025-06-26", "reason": "主要受重组预期推动，叠加锂电池概念风口效应。" },
{ "stock": "丰元股份", "stock_code": "002805", "rise_rate": 10.03, "trade_date": "2025-06-19", "reason": "受固态电池行业会议催化及储能、锂电池等概念板块的热点轮动推动。" },
{ "stock": "洪田股份", "stock_code": "603800", "rise_rate": 10.01, "trade_date": "2025-06-24", "reason": "受益于PET铜箔概念板块强势表现，叠加锂电池和固态电池行业景气度提升。" },
{ "stock": "百合花", "stock_code": "603823", "rise_rate": 9.97, "trade_date": "2025-06-19", "reason": "因光刻胶颜料销售与新增专利带来成长预期，叠加锂电池概念催化。" },
{ "stock": "金鹰股份", "stock_code": "600232", "rise_rate": 10.0, "trade_date": "2025-06-11", "reason": "受益于锂电池板块整体走强和越南投资布局预期，叠加H1业绩大增支撑。" },
{ "stock": "昇辉科技", "stock_code": "300423", "rise_rate": 6.02, "trade_date": "2025-06-30", "reason": "核心催化剂为同花顺添加“锂电池”概念，引发市场关注和资金流入。" },
{ "stock": "石大胜华", "stock_code": "603026", "rise_rate": 5.51, "trade_date": "2025-07-21", "reason": "受益于锂电池板块轮动，新材料行业复苏预期，及主力资金流入。" },
{ "stock": "维远股份", "stock_code": "600955", "rise_rate": 9.98, "trade_date": "2025-06-23", "reason": "受锂电池出口增长、并购重组传闻及储能市场向好等多重因素驱动。" },
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data: [
{ value: 50, name: '动力电池 (结构升级)' },
{ value: 35, name: '储能电池 (高景气度)' },
{ value: 15, name: '消费电池 (技术迭代)' }
]
}]
});
penetrationChart.setOption({
...chartTheme,
title: {
text: '锂电 vs 铅酸 (电动两轮车)',
subtext: '安全问题导致渗透率逆转',
left: 'center'
},
tooltip: { trigger: 'axis' },
xAxis: {
type: 'category',
data: ['2022', '2023', '2024 H1']
},
yAxis: {
type: 'value',
axisLabel: { formatter: '{value} %' }
},
series: [{
data: [25, 18, 10],
type: 'line',
symbol: 'circle',
symbolSize: 10,
smooth: true,
areaStyle: {
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{
offset: 0,
color: 'rgba(255, 0, 255, 0.3)'
}, {
offset: 1,
color: 'rgba(255, 0, 255, 0)'
}])
}
}]
});
window.addEventListener('resize', () => {
demandChart.resize();
penetrationChart.resize();
});
});
</script>
</body>
</html>