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

feat: 10.10线上最新代码提交

Browse Source
This commit is contained in:
zdl
2025-10-11 16:16:02 +08:00
parent 4d0dc109bc
commit 495ad758ea
3338 changed files with 460147 additions and 152745 deletions
Download Patch File Download Diff File Expand all files Collapse all files

738
public/htmls/六氟磷酸锂.html Normal file
View File

@@ -0,0 +1,738 @@
<!DOCTYPE html>
<html lang="zh-CN">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>六氟磷酸锂概念分析 - 锂电池核心材料</title>
<link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/css/bootstrap.min.css" rel="stylesheet">
<link href="https://cdn.jsdelivr.net/npm/bootstrap-icons@1.10.0/font/bootstrap-icons.css" rel="stylesheet">
<style>
:root {
--primary-color: #0d6efd;
--secondary-color: #6c757d;
--success-color: #198754;
--info-color: #0dcaf0;
--warning-color: #ffc107;
--danger-color: #dc3545;
--light-color: #f8f9fa;
--dark-color: #212529;
}
body {
font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif;
background-color: #f8f9fa;
color: #333;
}
.hero-section {
background: linear-gradient(135deg, #0d6efd 0%, #0a58ca 100%);
color: white;
padding: 3rem 0;
margin-bottom: 2rem;
}
.card {
border: none;
box-shadow: 0 0.125rem 0.25rem rgba(0, 0, 0, 0.075);
transition: transform 0.2s;
margin-bottom: 1.5rem;
}
.card:hover {
transform: translateY(-3px);
box-shadow: 0 0.5rem 1rem rgba(0, 0, 0, 0.15);
}
.timeline {
position: relative;
padding: 20px 0;
}
.timeline::before {
content: '';
position: absolute;
top: 0;
left: 15px;
height: 100%;
width: 2px;
background: #0d6efd;
}
.timeline-item {
position: relative;
margin-left: 35px;
padding-bottom: 20px;
}
.timeline-item::before {
content: '';
position: absolute;
top: 0;
left: -28px;
width: 12px;
height: 12px;
border-radius: 50%;
background: #0d6efd;
border: 2px solid white;
}
.price-chart {
height: 300px;
background: #f8f9fa;
border-radius: 0.375rem;
display: flex;
align-items: flex-end;
justify-content: space-around;
padding: 20px;
position: relative;
}
.price-bar {
width: 8%;
background: linear-gradient(to top, #0d6efd, #6bb6ff);
border-radius: 4px 4px 0 0;
position: relative;
transition: all 0.3s;
}
.price-bar:hover {
filter: brightness(1.1);
}
.price-label {
position: absolute;
bottom: -25px;
left: 50%;
transform: translateX(-50%);
font-size: 0.75rem;
white-space: nowrap;
}
.price-value {
position: absolute;
top: -25px;
left: 50%;
transform: translateX(-50%);
font-size: 0.75rem;
font-weight: bold;
}
.industry-chain {
display: flex;
justify-content: space-between;
align-items: center;
padding: 20px;
background: #f8f9fa;
border-radius: 0.375rem;
margin-bottom: 1.5rem;
}
.chain-node {
text-align: center;
flex: 1;
padding: 15px;
background: white;
border-radius: 0.375rem;
box-shadow: 0 0.125rem 0.25rem rgba(0, 0, 0, 0.075);
margin: 0 5px;
}
.chain-arrow {
font-size: 1.5rem;
color: #6c757d;
}
.table-responsive {
overflow-x: visible;
}
.badge-custom {
font-size: 0.75rem;
padding: 0.35em 0.65em;
}
.highlight-box {
background: linear-gradient(135deg, #e9ecef 0%, #dee2e6 100%);
border-left: 4px solid #0d6efd;
padding: 1rem;
border-radius: 0.375rem;
margin-bottom: 1rem;
}
.risk-item {
padding: 0.75rem;
border-left: 3px solid #dc3545;
background: #f8f9fa;
margin-bottom: 0.75rem;
border-radius: 0 0.375rem 0.375rem 0;
}
.opportunity-item {
padding: 0.75rem;
border-left: 3px solid #198754;
background: #f8f9fa;
margin-bottom: 0.75rem;
border-radius: 0 0.375rem 0.375rem 0;
}
@media (max-width: 768px) {
.industry-chain {
flex-direction: column;
}
.chain-arrow {
transform: rotate(90deg);
margin: 10px 0;
}
.price-chart {
height: 200px;
}
.price-label {
font-size: 0.65rem;
}
.price-value {
font-size: 0.65rem;
}
}
</style>
</head>
<body>
<!-- Hero Section -->
<div class="hero-section">
<div class="container">
<div class="row align-items-center">
<div class="col-lg-8">
<h1 class="display-4 fw-bold mb-3">六氟磷酸锂概念分析</h1>
<p class="lead mb-0">锂电池电解液的核心溶质，占电解液成本的约31%-53.2%，是锂电池产业链中不可或缺的关键材料</p>
</div>
<div class="col-lg-4 text-lg-end">
<div class="d-flex align-items-center justify-content-lg-end mt-3 mt-lg-0">
<i class="bi bi-battery-charging fs-1 me-3"></i>
<div>
<div class="h4 mb-0">周期底部反转</div>
<div class="small">供需格局逐步改善</div>
</div>
</div>
</div>
</div>
</div>
</div>
<div class="container">
<!-- 核心观点摘要 -->
<div class="row mb-4">
<div class="col-12">
<div class="card">
<div class="card-header bg-primary text-white">
<h3 class="card-title mb-0"><i class="bi bi-lightbulb me-2"></i>核心观点摘要</h3>
</div>
<div class="card-body">
<div class="highlight-box">
<p class="mb-0"><strong>六氟磷酸锂行业正处于周期底部反转的初期阶段</strong>，供需格局逐步改善，龙头企业凭借成本优势和产能规模开始重新获得定价权。随着下游动力电池和储能需求持续增长，以及行业产能出清加速，六氟磷酸锂价格有望进入上行通道，龙头企业将率先受益于行业景气度回升，行业集中度将进一步提升。</p>
</div>
</div>
</div>
</div>
</div>
<!-- 概念事件时间轴 -->
<div class="row mb-4">
<div class="col-lg-6 mb-4">
<div class="card h-100">
<div class="card-header bg-info text-white">
<h3 class="card-title mb-0"><i class="bi bi-clock-history me-2"></i>六氟磷酸锂价格走势时间轴</h3>
</div>
<div class="card-body">
<div class="timeline">
<div class="timeline-item">
<h5>2020年</h5>
<p>价格从底部约4万元/吨开始上涨</p>
</div>
<div class="timeline-item">
<h5>2021年</h5>
<p>6月达32万元/吨，12月达52万元/吨</p>
</div>
<div class="timeline-item">
<h5>2022年2月</h5>
<p>价格涨至近60万元/吨的历史峰值</p>
</div>
<div class="timeline-item">
<h5>2022-2023年</h5>
<p>价格从59万/吨降至41.6万/吨，行业进入下行周期</p>
</div>
<div class="timeline-item">
<h5>2023年底</h5>
<p>价格跌破7万元/吨，行业普遍亏损</p>
</div>
<div class="timeline-item">
<h5>2024年9月</h5>
<p>价格为5.45万元/吨，环比上涨700元，开始出现反弹迹象</p>
</div>
<div class="timeline-item">
<h5>2024年11月</h5>
<p>价格达5.65万元/吨，行业开工率提升至74.2%</p>
</div>
<div class="timeline-item">
<h5>2025年9月</h5>
<p>价格从八月初5.0万元/吨上涨至5.7万元/吨，行业供需紧平衡显现</p>
</div>
</div>
</div>
</div>
</div>
<div class="col-lg-6 mb-4">
<div class="card h-100">
<div class="card-header bg-warning text-dark">
<h3 class="card-title mb-0"><i class="bi bi-lightning-charge me-2"></i>催化事件</h3>
</div>
<div class="card-body">
<div class="d-flex align-items-start mb-3">
<span class="badge bg-primary me-2">1</span>
<div>
<h6>2024年9月</h6>
<p class="mb-0">天际股份一条产线事故停产，导致供给短期缺失</p>
</div>
</div>
<div class="d-flex align-items-start mb-3">
<span class="badge bg-primary me-2">2</span>
<div>
<h6>2024年9-11月</h6>
<p class="mb-0">原材料碳酸锂和氟化锂价格上涨，推动六氟磷酸锂价格上涨</p>
</div>
</div>
<div class="d-flex align-items-start mb-3">
<span class="badge bg-primary me-2">3</span>
<div>
<h6>2024年Q4</h6>
<p class="mb-0">国内以旧换新政策推动，叠加海外储能旺盛需求，国内锂电池排产超预期</p>
</div>
</div>
<div class="d-flex align-items-start">
<span class="badge bg-primary me-2">4</span>
<div>
<h6>2025年8-9月</h6>
<p class="mb-0">行业供需紧平衡，头部企业产能利用率饱满，部分二三线企业高成本产能已关停</p>
</div>
</div>
</div>
</div>
</div>
</div>
<!-- 价格走势图 -->
<div class="row mb-4">
<div class="col-12">
<div class="card">
<div class="card-header bg-success text-white">
<h3 class="card-title mb-0"><i class="bi bi-graph-up me-2"></i>六氟磷酸锂价格周期图</h3>
</div>
<div class="card-body">
<div class="price-chart">
<div class="price-bar" style="height: 10%">
<div class="price-value">4万/吨</div>
<div class="price-label">2020</div>
</div>
<div class="price-bar" style="height: 40%">
<div class="price-value">32万/吨</div>
<div class="price-label">2021.6</div>
</div>
<div class="price-bar" style="height: 65%">
<div class="price-value">52万/吨</div>
<div class="price-label">2021.12</div>
</div>
<div class="price-bar" style="height: 75%">
<div class="price-value">59万/吨</div>
<div class="price-label">2022.2</div>
</div>
<div class="price-bar" style="height: 50%">
<div class="price-value">41.6万/吨</div>
<div class="price-label">2022-2023</div>
</div>
<div class="price-bar" style="height: 8%">
<div class="price-value">7万/吨</div>
<div class="price-label">2023年底</div>
</div>
<div class="price-bar" style="height: 6%">
<div class="price-value">5.45万/吨</div>
<div class="price-label">2024.9</div>
</div>
<div class="price-bar" style="height: 7%">
<div class="price-value">5.65万/吨</div>
<div class="price-label">2024.11</div>
</div>
<div class="price-bar" style="height: 7%">
<div class="price-value">5.7万/吨</div>
<div class="price-label">2025.9</div>
</div>
</div>
</div>
</div>
</div>
</div>
<!-- 产业链图谱 -->
<div class="row mb-4">
<div class="col-12">
<div class="card">
<div class="card-header bg-secondary text-white">
<h3 class="card-title mb-0"><i class="bi bi-diagram-3 me-2"></i>六氟磷酸锂产业链图谱</h3>
</div>
<div class="card-body">
<div class="industry-chain">
<div class="chain-node">
<h5>上游</h5>
<p class="mb-0 small">碳酸锂、氟化锂、氢氟酸、五氯化磷</p>
</div>
<div class="chain-arrow"><i class="bi bi-arrow-right"></i></div>
<div class="chain-node">
<h5>中游</h5>
<p class="mb-0 small">六氟磷酸锂生产商</p>
</div>
<div class="chain-arrow"><i class="bi bi-arrow-right"></i></div>
<div class="chain-node">
<h5>下游</h5>
<p class="mb-0 small">电解液、电池厂商</p>
</div>
<div class="chain-arrow"><i class="bi bi-arrow-right"></i></div>
<div class="chain-node">
<h5>终端应用</h5>
<p class="mb-0 small">新能源汽车、储能系统</p>
</div>
</div>
</div>
</div>
</div>
</div>
<!-- 核心公司表格 -->
<div class="row mb-4">
<div class="col-12">
<div class="card">
<div class="card-header bg-dark text-white">
<h3 class="card-title mb-0"><i class="bi bi-table me-2"></i>六氟磷酸锂核心公司产能数据</h3>
</div>
<div class="card-body">
<div class="table-responsive">
<table class="table table-hover">
<thead class="table-light">
<tr>
<th>公司名称</th>
<th>产能规模</th>
<th>技术特点</th>
<th>项目进展/状态</th>
<th>信息来源</th>
<th>行业地位</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>天赐材料</strong></td>
<td>折固约11万吨/年</td>
<td>液态工艺，成本比固态便宜约1万元/吨</td>
<td>美国项目前期准备</td>
<td><span class="badge bg-secondary">互动</span></td>
<td><span class="badge bg-success">行业龙头</span></td>
</tr>
<tr>
<td><strong>多氟多</strong></td>
<td>6.5万吨/年</td>
<td>固态工艺，海外出货占比近30%</td>
<td>韩国1万吨产能计划2025年年末投产</td>
<td><span class="badge bg-secondary">互动</span></td>
<td><span class="badge bg-primary">行业第二</span></td>
</tr>
<tr>
<td><strong>天际股份</strong></td>
<td>3.7万吨/年</td>
<td>固态工艺，产品便于运输和销售</td>
<td>实际开约18000吨，开工较好</td>
<td><span class="badge bg-secondary">互动</span></td>
<td><span class="badge bg-info">行业第三</span></td>
</tr>
<tr>
<td>联化科技</td>
<td>2万吨/年</td>
<td>技术来源不明</td>
<td>商业化生产装置建设及试生产</td>
<td><span class="badge bg-warning">半年报</span></td>
<td><span class="badge bg-secondary">新进入者</span></td>
</tr>
<tr>
<td>永太科技</td>
<td>1.79万吨/年</td>
<td>-</td>
<td>-</td>
<td><span class="badge bg-secondary">调研/互动</span></td>
<td><span class="badge bg-secondary">二线厂商</span></td>
</tr>
<tr>
<td>昊华科技</td>
<td>0.8万吨/年</td>
<td>-</td>
<td>-</td>
<td><span class="badge bg-secondary">互动</span></td>
<td><span class="badge bg-secondary">二线厂商</span></td>
</tr>
<tr>
<td>深圳新星</td>
<td>0.58万吨/年</td>
<td>-</td>
<td>已投产</td>
<td><span class="badge bg-secondary">互动</span></td>
<td><span class="badge bg-secondary">二线厂商</span></td>
</tr>
<tr>
<td>杉杉股份</td>
<td>0.2万吨/年</td>
<td>-</td>
<td>-</td>
<td><span class="badge bg-secondary">互动</span></td>
<td><span class="badge bg-secondary">二线厂商</span></td>
</tr>
<tr>
<td>石大胜华</td>
<td>0.2万吨/年</td>
<td>自主研发工艺，通过三氯化磷制取五氯化磷</td>
<td>3.3万吨(折固)液态六氟磷酸锂装置</td>
<td><span class="badge bg-secondary">互动</span></td>
<td><span class="badge bg-secondary">技术差异化</span></td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
</div>
<!-- 核心驱动力 -->
<div class="row mb-4">
<div class="col-lg-6 mb-4">
<div class="card h-100">
<div class="card-header bg-primary text-white">
<h3 class="card-title mb-0"><i class="bi bi-fuel-pump me-2"></i>需求端持续增长</h3>
</div>
<div class="card-body">
<div class="d-flex align-items-center mb-3">
<i class="bi bi-battery-full fs-1 text-primary me-3"></i>
<div>
<h5 class="mb-0">动力电池领域</h5>
<p class="mb-0 small">2024年1-10月产量847.5GWh，同比增长47.8%</p>
</div>
</div>
<div class="d-flex align-items-center mb-3">
<i class="bi bi-lightning-charge fs-1 text-success me-3"></i>
<div>
<h5 class="mb-0">储能领域</h5>
<p class="mb-0 small">2024年1-9月新增16.2G瓦，同比增长24%</p>
</div>
</div>
<div class="d-flex align-items-center">
<i class="bi bi-car-front fs-1 text-info me-3"></i>
<div>
<h5 class="mb-0">新能源汽车</h5>
<p class="mb-0 small">2024年1-10月销量975万辆，同比增长34%</p>
</div>
</div>
</div>
</div>
</div>
<div class="col-lg-6 mb-4">
<div class="card h-100">
<div class="card-header bg-danger text-white">
<h3 class="card-title mb-0"><i class="bi bi-funnel me-2"></i>供给端产能出清</h3>
</div>
<div class="card-body">
<div class="mb-3">
<h5>产能利用率分化</h5>
<div class="progress mb-2">
<div class="progress-bar bg-success" style="width: 80%">头部企业 >80%</div>
</div>
<div class="progress mb-2">
<div class="progress-bar bg-warning" style="width: 25%">三线企业 2-3成</div>
</div>
<div class="progress">
<div class="progress-bar bg-danger" style="width: 5%">尾部产能 基本关闭</div>
</div>
</div>
<div class="mb-3">
<h5>成本差异显著</h5>
<p class="mb-0">龙头企业相比二三线企业有超<strong>3万元</strong>的全成本差距</p>
</div>
<div>
<h5>行业集中度提升</h5>
<p class="mb-0">头部三家企业产量占比约<strong>70%</strong>，前三家市占率已超过<strong>80%</strong></p>
</div>
</div>
</div>
</div>
</div>
<!-- 未来发展路径 -->
<div class="row mb-4">
<div class="col-12">
<div class="card">
<div class="card-header bg-info text-white">
<h3 class="card-title mb-0"><i class="bi bi-signpost-2 me-2"></i>未来发展路径</h3>
</div>
<div class="card-body">
<div class="row">
<div class="col-md-4 mb-3">
<div class="card border-primary">
<div class="card-body text-center">
<i class="bi bi-arrow-up-circle fs-1 text-primary mb-2"></i>
<h5>短期（2024-2025年）</h5>
<p class="small mb-0">周期底部反转，供需格局改善，价格温和回升，行业集中度提升</p>
</div>
</div>
</div>
<div class="col-md-4 mb-3">
<div class="card border-success">
<div class="card-body text-center">
<i class="bi bi-balance-scale fs-1 text-success mb-2"></i>
<h5>中期（2026-2027年）</h5>
<p class="small mb-0">行业进入健康发展阶段，供需平衡，价格合理，盈利稳定</p>
</div>
</div>
</div>
<div class="col-md-4 mb-3">
<div class="card border-warning">
<div class="card-body text-center">
<i class="bi bi-globe fs-1 text-warning mb-2"></i>
<h5>长期（2028年以后）</h5>
<p class="small mb-0">技术升级与全球化布局，行业进入成熟发展阶段</p>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<!-- 潜在风险与投资启示 -->
<div class="row mb-4">
<div class="col-lg-6 mb-4">
<div class="card h-100">
<div class="card-header bg-danger text-white">
<h3 class="card-title mb-0"><i class="bi bi-exclamation-triangle me-2"></i>潜在风险</h3>
</div>
<div class="card-body">
<div class="risk-item">
<h6>技术风险</h6>
<p class="mb-0 small">固态电池技术替代，生产工艺差异导致竞争格局变化</p>
</div>
<div class="risk-item">
<h6>商业化风险</h6>
<p class="mb-0 small">成本控制压力，产能利用率不足，价格传导不畅</p>
</div>
<div class="risk-item">
<h6>政策与竞争风险</h6>
<p class="mb-0 small">国际贸易壁垒，行业竞争加剧，环保政策趋严</p>
</div>
<div class="risk-item">
<h6>信息交叉验证风险</h6>
<p class="mb-0 small">需求预测差异，产能统计差异，企业盈利预期差异</p>
</div>
</div>
</div>
</div>
<div class="col-lg-6 mb-4">
<div class="card h-100">
<div class="card-header bg-success text-white">
<h3 class="card-title mb-0"><i class="bi bi-lightbulb me-2"></i>投资启示</h3>
</div>
<div class="card-body">
<div class="opportunity-item">
<h6>最具投资价值的细分环节</h6>
<p class="mb-0 small">六氟磷酸锂龙头企业、一体化布局企业、技术领先企业</p>
</div>
<div class="opportunity-item">
<h6>重点跟踪的关键指标</h6>
<p class="mb-0 small">价格指标、产能利用率、盈利指标、需求指标、库存指标</p>
</div>
<div class="opportunity-item">
<h6>投资策略</h6>
<p class="mb-0 small">关注具有成本优势、规模效应和技术领先的龙头企业，密切跟踪行业复苏信号</p>
</div>
<div class="opportunity-item">
<h6>时间窗口</h6>
<p class="mb-0 small">行业已进入周期底部反转阶段，2024年底至2025年初是重要布局期</p>
</div>
</div>
</div>
</div>
</div>
<!-- 综合结论 -->
<div class="row mb-4">
<div class="col-12">
<div class="card">
<div class="card-header bg-dark text-white">
<h3 class="card-title mb-0"><i class="bi bi-clipboard-check me-2"></i>综合结论</h3>
</div>
<div class="card-body">
<div class="highlight-box">
<p class="mb-0">六氟磷酸锂行业正处于周期底部反转的初期阶段，已从前期产能过剩导致的行业低谷逐步走出。随着下游动力电池和储能需求持续增长，以及行业产能出清加速，供需格局正在逐步改善。龙头企业凭借成本优势和产能规模开始重新获得定价权，盈利能力有望逐步恢复。行业已从主题炒作阶段进入基本面驱动阶段，但完全复苏仍需时间。投资者应关注具有成本优势、规模效应和技术领先的龙头企业，密切跟踪价格、产能利用率、盈利能力、需求和库存等关键指标的变化，以把握行业复苏带来的投资机会。</p>
</div>
</div>
</div>
</div>
</div>
</div>
<footer class="bg-dark text-white py-4 mt-5">
<div class="container">
<div class="row">
<div class="col-md-6">
<h5>六氟磷酸锂概念分析</h5>
<p class="mb-0">锂电池产业链中不可或缺的关键材料</p>
</div>
<div class="col-md-6 text-md-end">
<p class="mb-0">数据来源：公开市场信息 | 更新时间：2025年</p>
</div>
</div>
</div>
</footer>
<script src="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/js/bootstrap.bundle.min.js"></script>
<script>
// 添加价格柱状图交互效果
document.addEventListener('DOMContentLoaded', function() {
const priceBars = document.querySelectorAll('.price-bar');
priceBars.forEach(bar => {
bar.addEventListener('mouseenter', function() {
const value = this.querySelector('.price-value');
value.style.opacity = '1';
value.style.transform = 'translateX(-50%) scale(1.1)';
});
bar.addEventListener('mouseleave', function() {
const value = this.querySelector('.price-value');
value.style.opacity = '0.8';
value.style.transform = 'translateX(-50%) scale(1)';
});
});
// 添加表格行点击高亮效果
const tableRows = document.querySelectorAll('tbody tr');
tableRows.forEach(row => {
row.addEventListener('click', function() {
// 移除其他行的高亮
tableRows.forEach(r => r.classList.remove('table-active'));
// 添加当前行高亮
this.classList.add('table-active');
});
});
});
</script>
</body>
</html>