feat: 10.10线上最新代码提交
This commit is contained in:
zdl
616
public/htmls/污水处理浙江杭州.html
Normal file
616
public/htmls/污水处理浙江杭州.html
Normal file
@@ -0,0 +1,616 @@
|
||||
|
||||
<!DOCTYPE html>
|
||||
<html lang="zh-CN">
|
||||
<head>
|
||||
<meta charset="utf-8" />
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
|
||||
<title>污水处理浙江杭州 - 行业洞察报告</title>
|
||||
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
|
||||
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
|
||||
<link href="https://cdn.jsdelivr.net/npm/daisyui@5/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||||
<link href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css" rel="stylesheet">
|
||||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||||
<script src="https://cdnjs.cloudflare.com/ajax/libs/three.js/r134/three.min.js"></script>
|
||||
<script src="https://cdnjs.cloudflare.com/ajax/libs/vanta/0.5.24/vanta.waves.min.js"></script>
|
||||
<style>
|
||||
body {
|
||||
font-family: 'Inter', sans-serif;
|
||||
background-color: #f0f9ff;
|
||||
}
|
||||
.water-bg {
|
||||
background: linear-gradient(135deg, #e0f2fe 0%, #bae6fd 100%);
|
||||
}
|
||||
.card-shadow {
|
||||
box-shadow: 0 10px 15px -3px rgba(0, 0, 0, 0.1), 0 4px 6px -2px rgba(0, 0, 0, 0.05);
|
||||
}
|
||||
.section-title {
|
||||
background: linear-gradient(90deg, #0284c7, #0ea5e9);
|
||||
-webkit-background-clip: text;
|
||||
-webkit-text-fill-color: transparent;
|
||||
background-clip: text;
|
||||
}
|
||||
.highlight-box {
|
||||
background: linear-gradient(135deg, #dbeafe 0%, #bfdbfe 100%);
|
||||
border-left: 4px solid #3b82f6;
|
||||
}
|
||||
.risk-box {
|
||||
background: linear-gradient(135deg, #fee2e2 0%, #fecaca 100%);
|
||||
border-left: 4px solid #ef4444;
|
||||
}
|
||||
.opportunity-box {
|
||||
background: linear-gradient(135deg, #dcfce7 0%, #bbf7d0 100%);
|
||||
border-left: 4px solid #22c55e;
|
||||
}
|
||||
#vanta-bg {
|
||||
position: fixed;
|
||||
top: 0;
|
||||
left: 0;
|
||||
width: 100%;
|
||||
height: 100%;
|
||||
z-index: -1;
|
||||
opacity: 0.15;
|
||||
}
|
||||
.table-responsive {
|
||||
overflow-x: auto;
|
||||
}
|
||||
@media (max-width: 768px) {
|
||||
.table-responsive {
|
||||
font-size: 0.875rem;
|
||||
}
|
||||
}
|
||||
</style>
|
||||
</head>
|
||||
<body class="water-bg min-h-screen">
|
||||
<div id="vanta-bg"></div>
|
||||
|
||||
<div class="container mx-auto px-4 py-8 max-w-6xl">
|
||||
<!-- 标题部分 -->
|
||||
<div class="text-center mb-12">
|
||||
<h1 class="text-4xl md:text-5xl font-bold text-gray-800 mb-4">污水处理浙江杭州</h1>
|
||||
<p class="text-xl text-gray-600 max-w-3xl mx-auto">政策红利兑现期：从"基建补短板"转向"绿色低碳升级"</p>
|
||||
<div class="mt-6 flex justify-center space-x-4">
|
||||
<span class="px-4 py-2 bg-blue-100 text-blue-800 rounded-full text-sm font-medium">政策驱动</span>
|
||||
<span class="px-4 py-2 bg-green-100 text-green-800 rounded-full text-sm font-medium">技术升级</span>
|
||||
<span class="px-4 py-2 bg-purple-100 text-purple-800 rounded-full text-sm font-medium">区域需求</span>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 概念事件和政策驱动 -->
|
||||
<div class="card bg-white rounded-xl card-shadow mb-8">
|
||||
<div class="card-body p-6">
|
||||
<h2 class="text-2xl font-bold section-title mb-6">概念事件与政策驱动</h2>
|
||||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||||
<div class="highlight-box p-5 rounded-lg">
|
||||
<div class="flex items-center mb-3">
|
||||
<i class="fas fa-landmark text-blue-600 text-xl mr-3"></i>
|
||||
<h3 class="text-lg font-semibold text-gray-800">国家政策</h3>
|
||||
</div>
|
||||
<p class="text-gray-700 mb-2">2025年1月，国家发改委与住建部联合印发《污水处理绿色低碳标杆厂名单》，浙江杭州入选标杆厂</p>
|
||||
<p class="text-sm text-gray-500"><i class="far fa-calendar-alt mr-1"></i> 2025-01-10</p>
|
||||
</div>
|
||||
<div class="highlight-box p-5 rounded-lg">
|
||||
<div class="flex items-center mb-3">
|
||||
<i class="fas fa-map-marked-alt text-green-600 text-xl mr-3"></i>
|
||||
<h3 class="text-lg font-semibold text-gray-800">地方行动</h3>
|
||||
</div>
|
||||
<p class="text-gray-700 mb-2">浙江省2024年11月发布《关于全面深化美丽浙江建设的实施意见》，提出2027年建立绿色低碳循环经济体系</p>
|
||||
<p class="text-sm text-gray-500"><i class="far fa-file-alt mr-1"></i> 2024-11-18</p>
|
||||
</div>
|
||||
<div class="highlight-box p-5 rounded-lg">
|
||||
<div class="flex items-center mb-3">
|
||||
<i class="fas fa-industry text-purple-600 text-xl mr-3"></i>
|
||||
<h3 class="text-lg font-semibold text-gray-800">企业进展</h3>
|
||||
</div>
|
||||
<ul class="text-gray-700 text-sm space-y-1">
|
||||
<li>• 国泰环保：七格污水处理厂处理规模<strong>150万m³/日</strong></li>
|
||||
<li>• 钱江水利：2024年污水处理营收<strong>6.17亿元</strong></li>
|
||||
<li>• 兴源环境：2024年处理污水超<strong>6000万吨</strong></li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 核心观点摘要 -->
|
||||
<div class="card bg-white rounded-xl card-shadow mb-8">
|
||||
<div class="card-body p-6">
|
||||
<h2 class="text-2xl font-bold section-title mb-6">核心观点摘要</h2>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||||
<div class="opportunity-box p-5 rounded-lg">
|
||||
<h3 class="text-lg font-semibold text-gray-800 mb-3">阶段判断</h3>
|
||||
<p class="text-gray-700">浙江杭州污水处理概念处于<strong>政策红利兑现期</strong>，从"基建补短板"转向"绿色低碳升级"，技术（如低碳工艺、智慧水务）和运营效率成为核心驱动力。</p>
|
||||
</div>
|
||||
<div class="opportunity-box p-5 rounded-lg">
|
||||
<h3 class="text-lg font-semibold text-gray-800 mb-3">潜力展望</h3>
|
||||
<p class="text-gray-700">短期看标杆厂改造订单释放，长期看"美丽浙江"目标下，杭州作为长三角核心城市，污水处理需求将持续受益于人口流入和工业升级。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 概念的核心逻辑与市场认知分析 -->
|
||||
<div class="card bg-white rounded-xl card-shadow mb-8">
|
||||
<div class="card-body p-6">
|
||||
<h2 class="text-2xl font-bold section-title mb-6">核心逻辑与市场认知分析</h2>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="text-xl font-semibold text-gray-800 mb-4 flex items-center">
|
||||
<i class="fas fa-bolt text-yellow-500 mr-2"></i>核心驱动力
|
||||
</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||||
<div class="bg-blue-50 p-4 rounded-lg border-l-4 border-blue-500">
|
||||
<h4 class="font-semibold text-gray-800 mb-2">政策刚性</h4>
|
||||
<p class="text-sm text-gray-700">国家"双碳"目标下，污水处理行业被要求2025年全面达到绿色低碳标准（能耗降低20%、碳减排15%）</p>
|
||||
</div>
|
||||
<div class="bg-green-50 p-4 rounded-lg border-l-4 border-green-500">
|
||||
<h4 class="font-semibold text-gray-800 mb-2">技术升级</h4>
|
||||
<p class="text-sm text-gray-700">杭州企业已布局智慧水务系统（实时监测+AI优化），降低运营成本10%-15%</p>
|
||||
</div>
|
||||
<div class="bg-purple-50 p-4 rounded-lg border-l-4 border-purple-500">
|
||||
<h4 class="font-semibold text-gray-800 mb-2">区域需求</h4>
|
||||
<p class="text-sm text-gray-700">杭州2024年常住人口增量12.3万，带动污水处理量年增8%-10%</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="text-xl font-semibold text-gray-800 mb-4 flex items-center">
|
||||
<i class="fas fa-fire text-red-500 mr-2"></i>市场热度
|
||||
</h3>
|
||||
<div class="bg-gray-50 p-4 rounded-lg">
|
||||
<p class="text-gray-700">2024年Q4以来，浙江环保板块研报提及率上升<strong>35%</strong>（Wind数据），但市场对"绿色低碳"技术落地进度存在分歧。</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-xl font-semibold text-gray-800 mb-4 flex items-center">
|
||||
<i class="fas fa-exchange-alt text-indigo-500 mr-2"></i>预期差
|
||||
</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||||
<div class="bg-gray-100 p-4 rounded-lg">
|
||||
<h4 class="font-semibold text-gray-800 mb-2 text-center">市场共识</h4>
|
||||
<p class="text-sm text-gray-700 text-center">认为改造以传统提标为主（如A²O工艺升级）</p>
|
||||
</div>
|
||||
<div class="bg-yellow-50 p-4 rounded-lg border-l-4 border-yellow-500">
|
||||
<h4 class="font-semibold text-gray-800 mb-2 text-center">预期差</h4>
|
||||
<p class="text-sm text-gray-700 text-center">杭州部分企业已试点光伏+污水厂模式，可降低电耗30%，但尚未被充分定价</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 关键催化剂与未来发展路径 -->
|
||||
<div class="card bg-white rounded-xl card-shadow mb-8">
|
||||
<div class="card-body p-6">
|
||||
<h2 class="text-2xl font-bold section-title mb-6">关键催化剂与未来发展路径</h2>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="text-xl font-semibold text-gray-800 mb-4 flex items-center">
|
||||
<i class="fas fa-clock text-blue-500 mr-2"></i>近期催化剂（3-6个月）
|
||||
</h3>
|
||||
<div class="space-y-4">
|
||||
<div class="bg-blue-50 p-4 rounded-lg border-l-4 border-blue-500">
|
||||
<div class="flex items-start">
|
||||
<span class="bg-blue-500 text-white rounded-full h-6 w-6 flex items-center justify-center text-sm font-bold mr-3 flex-shrink-0">1</span>
|
||||
<div>
|
||||
<h4 class="font-semibold text-gray-800">2025年6月：浙江省公示首批绿色低碳标杆厂验收结果</h4>
|
||||
<p class="text-sm text-gray-700 mt-1">杭州项目若通过，将释放20-30亿元改造订单（参考国泰环保150万m³/日规模，单吨投资约1500元）</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="bg-blue-50 p-4 rounded-lg border-l-4 border-blue-500">
|
||||
<div class="flex items-start">
|
||||
<span class="bg-blue-500 text-white rounded-full h-6 w-6 flex items-center justify-center text-sm font-bold mr-3 flex-shrink-0">2</span>
|
||||
<div>
|
||||
<h4 class="font-semibold text-gray-800">2025年Q2：杭州可能出台"污水处理服务费调价机制"</h4>
|
||||
<p class="text-sm text-gray-700 mt-1">提升运营利润率（当前约15%-18%，钱江水利数据）</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-xl font-semibold text-gray-800 mb-4 flex items-center">
|
||||
<i class="fas fa-road text-green-500 mr-2"></i>长期路径
|
||||
</h3>
|
||||
<div class="space-y-4">
|
||||
<div class="bg-green-50 p-4 rounded-lg border-l-4 border-green-500">
|
||||
<div class="flex items-start">
|
||||
<span class="bg-green-500 text-white rounded-full h-6 w-6 flex items-center justify-center text-sm font-bold mr-3 flex-shrink-0">1</span>
|
||||
<div>
|
||||
<h4 class="font-semibold text-gray-800">2025-2027年：完成主城区污水厂绿色改造</h4>
|
||||
<p class="text-sm text-gray-700 mt-1">渗透率从30%提升至80%</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="bg-green-50 p-4 rounded-lg border-l-4 border-green-500">
|
||||
<div class="flex items-start">
|
||||
<span class="bg-green-500 text-white rounded-full h-6 w-6 flex items-center justify-center text-sm font-bold mr-3 flex-shrink-0">2</span>
|
||||
<div>
|
||||
<h4 class="font-semibold text-gray-800">2028-2030年：推广至杭州都市圈（绍兴、嘉兴）</h4>
|
||||
<p class="text-sm text-gray-700 mt-1">市场规模扩大至500亿元（浙江省环保产业协会预测）</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 产业链与核心公司深度剖析 -->
|
||||
<div class="card bg-white rounded-xl card-shadow mb-8">
|
||||
<div class="card-body p-6">
|
||||
<h2 class="text-2xl font-bold section-title mb-6">产业链与核心公司深度剖析</h2>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="text-xl font-semibold text-gray-800 mb-4">产业链图谱</h3>
|
||||
<div class="bg-gray-50 p-4 rounded-lg">
|
||||
<div class="flex flex-col md:flex-row justify-between items-center">
|
||||
<div class="text-center mb-4 md:mb-0">
|
||||
<div class="bg-blue-100 text-blue-800 rounded-full h-16 w-16 flex items-center justify-center mx-auto mb-2">
|
||||
<i class="fas fa-flask text-2xl"></i>
|
||||
</div>
|
||||
<h4 class="font-semibold text-gray-800">上游</h4>
|
||||
<p class="text-sm text-gray-700">水处理剂（泰和科技20.32亿元营收）、设备（力源科技3509万元）</p>
|
||||
</div>
|
||||
<div class="text-center mb-4 md:mb-0">
|
||||
<i class="fas fa-arrow-right text-gray-400 text-2xl mx-4 hidden md:block"></i>
|
||||
</div>
|
||||
<div class="text-center mb-4 md:mb-0">
|
||||
<div class="bg-green-100 text-green-800 rounded-full h-16 w-16 flex items-center justify-center mx-auto mb-2">
|
||||
<i class="fas fa-industry text-2xl"></i>
|
||||
</div>
|
||||
<h4 class="font-semibold text-gray-800">中游</h4>
|
||||
<p class="text-sm text-gray-700">污水厂运营（国泰环保、钱江水利、兴源环境）</p>
|
||||
</div>
|
||||
<div class="text-center mb-4 md:mb-0">
|
||||
<i class="fas fa-arrow-right text-gray-400 text-2xl mx-4 hidden md:block"></i>
|
||||
</div>
|
||||
<div class="text-center">
|
||||
<div class="bg-purple-100 text-purple-800 rounded-full h-16 w-16 flex items-center justify-center mx-auto mb-2">
|
||||
<i class="fas fa-building text-2xl"></i>
|
||||
</div>
|
||||
<h4 class="font-semibold text-gray-800">下游</h4>
|
||||
<p class="text-sm text-gray-700">政府/工业园区客户（杭州主城区、余杭经开区）</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-xl font-semibold text-gray-800 mb-4">核心玩家对比</h3>
|
||||
<div class="overflow-x-auto">
|
||||
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
|
||||
<thead>
|
||||
<tr class="bg-gray-50">
|
||||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">公司</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">优势</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">风险</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">验证指标</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 border-b font-semibold text-gray-800">国泰环保</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">杭州最大单体污水厂（150万m³/日）</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">依赖政府回款（应收账款15亿元）</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">2025年标杆厂验收进度</td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 border-b font-semibold text-gray-800">钱江水利</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">杭州西湖区垄断运营，毛利率26.89%</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">区域扩张缓慢（仅杭州）</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">污水处理量增速（2024年+8%）</td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 border-b font-semibold text-gray-800">兴源环境</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">智慧水务技术领先（余杭试点）</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">净利润波动大（2024年亏损收窄）</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">光伏+污水厂项目复制率</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<div class="mt-4 bg-yellow-50 p-4 rounded-lg border-l-4 border-yellow-500">
|
||||
<h4 class="font-semibold text-gray-800 mb-2">验证与证伪</h4>
|
||||
<p class="text-sm text-gray-700">证伪点：研报称"杭州污水厂将全面采用光伏"，但国泰环保路演显示仅20%厂区具备安装条件，需跟踪实际落地。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 潜在风险与挑战 -->
|
||||
<div class="card bg-white rounded-xl card-shadow mb-8">
|
||||
<div class="card-body p-6">
|
||||
<h2 class="text-2xl font-bold section-title mb-6">潜在风险与挑战</h2>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||||
<div class="risk-box p-5 rounded-lg">
|
||||
<div class="flex items-center mb-3">
|
||||
<i class="fas fa-cloud-rain text-red-600 text-xl mr-3"></i>
|
||||
<h3 class="text-lg font-semibold text-gray-800">技术风险</h3>
|
||||
</div>
|
||||
<p class="text-gray-700">光伏+污水厂模式在阴雨天气多的杭州，发电效率可能低于预期（年均日照1800小时，低于华北）。</p>
|
||||
</div>
|
||||
<div class="risk-box p-5 rounded-lg">
|
||||
<div class="flex items-center mb-3">
|
||||
<i class="fas fa-money-bill-wave text-red-600 text-xl mr-3"></i>
|
||||
<h3 class="text-lg font-semibold text-gray-800">商业化风险</h3>
|
||||
</div>
|
||||
<p class="text-gray-700">绿色改造投资回收期长（约8-10年），若政府补贴延迟（如2024年浙江环保补贴发放延迟3个月），现金流承压。</p>
|
||||
</div>
|
||||
<div class="risk-box p-5 rounded-lg">
|
||||
<div class="flex items-center mb-3">
|
||||
<i class="fas fa-balance-scale text-red-600 text-xl mr-3"></i>
|
||||
<h3 class="text-lg font-semibold text-gray-800">政策风险</h3>
|
||||
</div>
|
||||
<p class="text-gray-700">若2025年国家收紧污水处理排放标准（如TN限值从15mg/L降至10mg/L），部分企业需二次改造。</p>
|
||||
</div>
|
||||
<div class="risk-box p-5 rounded-lg">
|
||||
<div class="flex items-center mb-3">
|
||||
<i class="fas fa-exclamation-triangle text-red-600 text-xl mr-3"></i>
|
||||
<h3 class="text-lg font-semibold text-gray-800">信息矛盾</h3>
|
||||
</div>
|
||||
<p class="text-gray-700">新闻称"杭州六小龙"企业（如宇树科技）将参与环保项目，但路演中未提及具体合作，需验证技术协同真实性。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 综合结论与投资启示 -->
|
||||
<div class="card bg-white rounded-xl card-shadow mb-8">
|
||||
<div class="card-body p-6">
|
||||
<h2 class="text-2xl font-bold section-title mb-6">综合结论与投资启示</h2>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="text-xl font-semibold text-gray-800 mb-4 flex items-center">
|
||||
<i class="fas fa-flag-checkered text-green-500 mr-2"></i>阶段判断
|
||||
</h3>
|
||||
<div class="bg-green-50 p-4 rounded-lg border-l-4 border-green-500">
|
||||
<p class="text-gray-700">从"政策主题"进入<strong>"订单兑现"阶段</strong>，2025年标杆厂验收是分水岭。</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="text-xl font-semibold text-gray-800 mb-4 flex items-center">
|
||||
<i class="fas fa-chart-line text-blue-500 mr-2"></i>投资方向
|
||||
</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||||
<div class="bg-blue-50 p-4 rounded-lg border-l-4 border-blue-500">
|
||||
<h4 class="font-semibold text-gray-800 mb-2">首选运营龙头</h4>
|
||||
<ul class="text-sm text-gray-700 space-y-1">
|
||||
<li>• 国泰环保（规模优势+杭州垄断）</li>
|
||||
<li>• 钱江水利（高毛利+稳定现金流）</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="bg-purple-50 p-4 rounded-lg border-l-4 border-purple-500">
|
||||
<h4 class="font-semibold text-gray-800 mb-2">弹性标的</h4>
|
||||
<ul class="text-sm text-gray-700 space-y-1">
|
||||
<li>• 力源科技（设备订单爆发）</li>
|
||||
<li>• 泰和科技（水处理剂需求提升）</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-xl font-semibold text-gray-800 mb-4 flex items-center">
|
||||
<i class="fas fa-tasks text-indigo-500 mr-2"></i>跟踪指标
|
||||
</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="flex items-start">
|
||||
<span class="bg-indigo-500 text-white rounded-full h-6 w-6 flex items-center justify-center text-sm font-bold mr-3 flex-shrink-0">1</span>
|
||||
<p class="text-gray-700"><strong>2025年Q2杭州绿色污水厂招标规模</strong>（预计50万m³/日）</p>
|
||||
</div>
|
||||
<div class="flex items-start">
|
||||
<span class="bg-indigo-500 text-white rounded-full h-6 w-6 flex items-center justify-center text-sm font-bold mr-3 flex-shrink-0">2</span>
|
||||
<p class="text-gray-700"><strong>光伏+污水厂项目IRR</strong>（需>8%才具备推广价值）</p>
|
||||
</div>
|
||||
<div class="flex items-start">
|
||||
<span class="bg-indigo-500 text-white rounded-full h-6 w-6 flex items-center justify-center text-sm font-bold mr-3 flex-shrink-0">3</span>
|
||||
<p class="text-gray-700"><strong>政府回款速度</strong>（国泰环保应收账款周转天数是否从180天降至120天）</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mt-6 bg-gradient-to-r from-blue-500 to-cyan-500 p-4 rounded-lg text-white">
|
||||
<h4 class="font-bold text-lg mb-2">结论</h4>
|
||||
<p>杭州污水处理概念具备政策+技术双重催化，但需警惕技术落地不及预期风险。优先布局运营龙头，设备端博弈弹性。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 关联股票数据表格 -->
|
||||
<div class="card bg-white rounded-xl card-shadow mb-8">
|
||||
<div class="card-body p-6">
|
||||
<h2 class="text-2xl font-bold section-title mb-6">关联股票数据</h2>
|
||||
<div class="table-responsive">
|
||||
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
|
||||
<thead>
|
||||
<tr class="bg-gray-50">
|
||||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">股票名称</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">分类</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">项目</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">地点</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">信源</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">关联原因</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 border-b font-semibold text-gray-800">泰和科技</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">水处理剂</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">2024年水处理剂及相关营收20.32亿元</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">-</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">年报</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">公司主营水处理剂及相关业务，2024年营收数据来自年报</td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 border-b font-semibold text-gray-800">清水源</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">水处理剂</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">2024年水处理剂及相关营收8.83亿元</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">-</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">年报</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">公司主营水处理剂及相关业务，2024年营收数据来自年报</td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 border-b font-semibold text-gray-800">华融化学</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">水处理剂</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">次氯酸钠、聚合氯化铝等水处理剂产品</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">-</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">年报</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">公司生产次氯酸钠、聚合氯化铝等水处理剂产品，信息来自年报</td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 border-b font-semibold text-gray-800">菲达环保</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">污水处理（浙江）</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">2024年污水处理营收7.9亿元</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">浙江绍兴</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">年报</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">公司2024年污水处理业务营收及地点信息来自年报</td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 border-b font-semibold text-gray-800">钱江水利</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">污水处理（浙江）</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">2024年污水处理营收6.17亿元，污水处理量2.36亿吨</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">浙江杭州西湖区</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">公告</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">公司2024年污水处理业务营收及处理量数据来自公告</td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 border-b font-semibold text-gray-800">钱江生化</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">污水处理（浙江）</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">2024年污水处理营收4.6亿元，废水处理总量2.04亿吨</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">浙江嘉兴市海宁市</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">公告</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">公司2024年污水处理业务营收及处理量数据来自公告</td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 border-b font-semibold text-gray-800">兴源环境</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">污水处理（浙江）</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">2024年全年实际处理污水总量超6000万吨</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">浙江杭州余杭区</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">年报</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">公司2024年污水处理总量及地点信息来自年报</td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 border-b font-semibold text-gray-800">伟明环保</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">污水处理（浙江）</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">2024年污水处理量1900万吨</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">浙江温州</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">年报</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">公司2024年污水处理量及地点信息来自年报</td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 border-b font-semibold text-gray-800">国泰环保</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">污水处理（浙江）</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">七格污水处理厂承担杭州主城区96%以上生活污水处理，处理规模150万m³/日</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">浙江杭州萧山区</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">年报</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">公司污水处理厂处理规模及覆盖范围信息来自年报</td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 border-b font-semibold text-gray-800">力源科技</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">设备</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">2024年污水处理系统设备营收3509万元</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">浙江嘉兴市海盐县</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">年报</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">公司2024年污水处理设备营收及地点信息来自年报</td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 border-b font-semibold text-gray-800">严牌股份</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">过滤材料</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">公司过滤材料产品客户涉及污水处理行业</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">浙江台州市</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">调研</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">公司过滤材料产品应用于污水处理行业，信息来自调研</td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 border-b font-semibold text-gray-800">卓锦股份</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">其他</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">在研项目：微塑料PE对藻菌生物膜污水处理系统的影响及其机制研究</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">浙江省杭州市拱墅区</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">年报</td>
|
||||
<td class="py-3 px-4 border-b text-gray-700">公司在研污水处理相关项目及地点信息来自年报</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<script>
|
||||
// 初始化Vanta.js波浪背景
|
||||
VANTA.WAVES({
|
||||
el: "#vanta-bg",
|
||||
mouseControls: true,
|
||||
touchControls: true,
|
||||
gyroControls: false,
|
||||
minHeight: 200.00,
|
||||
minWidth: 200.00,
|
||||
scale: 1.00,
|
||||
scaleMobile: 1.00,
|
||||
color: 0x0077be,
|
||||
shininess: 30.00,
|
||||
waveHeight: 10.00,
|
||||
waveSpeed: 0.75,
|
||||
zoom: 0.65
|
||||
});
|
||||
|
||||
// 初始化tsParticles
|
||||
tsParticles.load("tsparticles", {
|
||||
background: {
|
||||
color: {
|
||||
value: "transparent",
|
||||
},
|
||||
},
|
||||
fpsLimit: 60,
|
||||
particles: {
|
||||
color: {
|
||||
value: "#0ea5e9",
|
||||
},
|
||||
links: {
|
||||
color: "#0ea5e9",
|
||||
distance: 150,
|
||||
enable: true,
|
||||
opacity: 0.3,
|
||||
width: 1,
|
||||
},
|
||||
collisions: {
|
||||
enable: true,
|
||||
},
|
||||
move: {
|
||||
direction: "none",
|
||||
enable: true,
|
||||
outMode: "bounce",
|
||||
random: false,
|
||||
speed: 1,
|
||||
straight: false,
|
||||
},
|
||||
number: {
|
||||
density: {
|
||||
enable: true,
|
||||
area: 800,
|
||||
},
|
||||
value: 30,
|
||||
},
|
||||
opacity: {
|
||||
value: 0.3,
|
||||
},
|
||||
shape: {
|
||||
type: "circle",
|
||||
},
|
||||
size: {
|
||||
random: true,
|
||||
value: 3,
|
||||
},
|
||||
},
|
||||
detectRetina: true,
|
||||
});
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
```
|
||||
Reference in New Issue
Block a user