feat: 10.10线上最新代码提交
This commit is contained in:
zdl
533
public/htmls/电解液产业链.html
Normal file
533
public/htmls/电解液产业链.html
Normal file
@@ -0,0 +1,533 @@
|
||||
|
||||
<!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>电解液产业链分析报告</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" />
|
||||
<script src="https://cdn.tailwindcss.com"></script>
|
||||
<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
|
||||
<style>
|
||||
body {
|
||||
font-family: 'Inter', sans-serif;
|
||||
background: linear-gradient(135deg, #f5f7fa 0%, #e4e8f0 100%);
|
||||
}
|
||||
.timeline-item::before {
|
||||
content: '';
|
||||
position: absolute;
|
||||
left: 0;
|
||||
top: 0;
|
||||
bottom: 0;
|
||||
width: 2px;
|
||||
background: #3b82f6;
|
||||
}
|
||||
.timeline-dot {
|
||||
position: absolute;
|
||||
left: -6px;
|
||||
width: 14px;
|
||||
height: 14px;
|
||||
border-radius: 50%;
|
||||
background: #3b82f6;
|
||||
border: 2px solid white;
|
||||
}
|
||||
.card-hover {
|
||||
transition: all 0.3s ease;
|
||||
}
|
||||
.card-hover:hover {
|
||||
transform: translateY(-5px);
|
||||
box-shadow: 0 10px 25px rgba(0, 0, 0, 0.1);
|
||||
}
|
||||
.gradient-text {
|
||||
background: linear-gradient(90deg, #3b82f6, #8b5cf6);
|
||||
-webkit-background-clip: text;
|
||||
-webkit-text-fill-color: transparent;
|
||||
}
|
||||
.table-container {
|
||||
overflow-x: auto;
|
||||
}
|
||||
@media (max-width: 768px) {
|
||||
.timeline-item::before {
|
||||
left: 15px;
|
||||
}
|
||||
.timeline-dot {
|
||||
left: 9px;
|
||||
}
|
||||
.timeline-content {
|
||||
margin-left: 35px;
|
||||
}
|
||||
}
|
||||
</style>
|
||||
</head>
|
||||
<body class="min-h-screen p-4 md:p-8">
|
||||
<div class="max-w-7xl mx-auto">
|
||||
<!-- 标题部分 -->
|
||||
<div class="text-center mb-10">
|
||||
<h1 class="text-4xl md:text-5xl font-bold gradient-text mb-4">电解液产业链分析报告</h1>
|
||||
<p class="text-gray-600 text-lg max-w-3xl mx-auto">深度剖析电解液产业链供需格局、核心逻辑与投资机会</p>
|
||||
</div>
|
||||
|
||||
<!-- 概念事件时间轴 -->
|
||||
<div class="bg-white rounded-2xl shadow-lg p-6 mb-8 card-hover">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||||
<svg class="w-6 h-6 mr-2 text-blue-500" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg">
|
||||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 8v4l3 3m6-3a9 9 0 11-18 0 9 9 0 0118 0z"></path>
|
||||
</svg>
|
||||
概念事件时间轴
|
||||
</h2>
|
||||
<div class="relative pl-8">
|
||||
<div class="timeline-item relative pl-6 pb-6">
|
||||
<div class="timeline-dot"></div>
|
||||
<div class="timeline-content">
|
||||
<div class="flex items-center mb-2">
|
||||
<span class="bg-blue-100 text-blue-800 text-sm font-medium px-3 py-1 rounded-full">2024年10月24日</span>
|
||||
</div>
|
||||
<h3 class="text-lg font-semibold text-gray-800">山东亘元爆炸事故</h3>
|
||||
<p class="text-gray-600 mt-1">VC添加剂龙头（市占率30-40%）发生爆炸事故，导致1.5万吨VC产能停产，引发行业供给冲击</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="timeline-item relative pl-6 pb-6">
|
||||
<div class="timeline-dot"></div>
|
||||
<div class="timeline-content">
|
||||
<div class="flex items-center mb-2">
|
||||
<span class="bg-green-100 text-green-800 text-sm font-medium px-3 py-1 rounded-full">2024年11月</span>
|
||||
</div>
|
||||
<h3 class="text-lg font-semibold text-gray-800">六氟磷酸锂价格反弹</h3>
|
||||
<p class="text-gray-600 mt-1">六氟磷酸锂（6F）价格触底反弹，涨幅超5%（从9月低点上涨3000元/吨），头部企业产能利用率回升至80-85%</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="timeline-item relative pl-6 pb-6">
|
||||
<div class="timeline-dot"></div>
|
||||
<div class="timeline-content">
|
||||
<div class="flex items-center mb-2">
|
||||
<span class="bg-purple-100 text-purple-800 text-sm font-medium px-3 py-1 rounded-full">2024年12月</span>
|
||||
</div>
|
||||
<h3 class="text-lg font-semibold text-gray-800">华为钠离子电池专利</h3>
|
||||
<p class="text-gray-600 mt-1">华为公开钠离子电池电解液添加剂专利，技术路线向钠电电解液延伸</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="timeline-item relative pl-6">
|
||||
<div class="timeline-dot"></div>
|
||||
<div class="timeline-content">
|
||||
<div class="flex items-center mb-2">
|
||||
<span class="bg-yellow-100 text-yellow-800 text-sm font-medium px-3 py-1 rounded-full">2025年3月</span>
|
||||
</div>
|
||||
<h3 class="text-lg font-semibold text-gray-800">出海逻辑强化</h3>
|
||||
<p class="text-gray-600 mt-1">新宙邦预警"电解液竞争将持续1-2年"，但天赐材料摩洛哥15万吨一体化基地签约，出海逻辑强化</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 核心观点摘要 -->
|
||||
<div class="bg-gradient-to-r from-blue-50 to-indigo-50 rounded-2xl shadow-lg p-6 mb-8 card-hover">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||||
<svg class="w-6 h-6 mr-2 text-indigo-500" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg">
|
||||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12h6m-6 4h6m2 5H7a2 2 0 01-2-2V5a2 2 0 012-2h5.586a1 1 0 01.707.293l5.414 5.414a1 1 0 01.293.707V19a2 2 0 01-2 2z"></path>
|
||||
</svg>
|
||||
核心观点摘要
|
||||
</h2>
|
||||
<div class="bg-white rounded-xl p-5 shadow-sm">
|
||||
<p class="text-lg text-gray-700 leading-relaxed">
|
||||
电解液产业链正处于<span class="font-bold text-blue-600">"产能出清尾声+需求复苏初期"</span>的拐点阶段。
|
||||
<span class="font-bold text-green-600">短期看供给收缩（亘元事故+6F停产）驱动价格弹性，长期看龙头一体化成本优势与出海布局</span>。
|
||||
钠离子电池和储能需求或打开第二成长曲线。
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 核心逻辑与市场认知分析 -->
|
||||
<div class="grid grid-cols-1 lg:grid-cols-2 gap-8 mb-8">
|
||||
<!-- 核心驱动力 -->
|
||||
<div class="bg-white rounded-2xl shadow-lg p-6 card-hover">
|
||||
<h3 class="text-xl font-bold text-gray-800 mb-4 flex items-center">
|
||||
<svg class="w-5 h-5 mr-2 text-green-500" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg">
|
||||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 10V3L4 14h7v7l9-11h-7z"></path>
|
||||
</svg>
|
||||
核心驱动力
|
||||
</h3>
|
||||
|
||||
<div class="mb-4">
|
||||
<h4 class="font-semibold text-gray-700 mb-2">供给端</h4>
|
||||
<ul class="space-y-2">
|
||||
<li class="flex items-start">
|
||||
<span class="text-blue-500 mr-2">•</span>
|
||||
<span class="text-gray-600"><span class="font-medium">添加剂</span>：亘元事故导致VC短期缺口1.2-1.5万吨（占全球需求30%），行业库存低位，华盛锂电（9000吨VC）直接受益</span>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<span class="text-blue-500 mr-2">•</span>
|
||||
<span class="text-gray-600"><span class="font-medium">6F</span>：CR3（天赐、多氟多、天际）市占率80-85%，尾部产能亏损退出，2025年新增产能有限</span>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h4 class="font-semibold text-gray-700 mb-2">需求端</h4>
|
||||
<ul class="space-y-2">
|
||||
<li class="flex items-start">
|
||||
<span class="text-green-500 mr-2">•</span>
|
||||
<span class="text-gray-600"><span class="font-medium">储能</span>：2025年全球电解液需求182万吨（对应6F需求20.9万吨），宁德排产从600GWh上修至700GWh，储能占比提升至25-30%</span>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<span class="text-green-500 mr-2">•</span>
|
||||
<span class="text-gray-600"><span class="font-medium">钠电</span>：华为专利推动钠电电解液产业化，六氟磷酸钠（NaPF₆）技术路线与锂电兼容，成本较6F低30-40%</span>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 市场热度与预期差 -->
|
||||
<div class="bg-white rounded-2xl shadow-lg p-6 card-hover">
|
||||
<h3 class="text-xl font-bold text-gray-800 mb-4 flex items-center">
|
||||
<svg class="w-5 h-5 mr-2 text-purple-500" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg">
|
||||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9.663 17h4.673M12 3v1m6.364 1.636l-.707.707M21 12h-1M4 12H3m3.343-5.657l-.707-.707m2.828 9.9a5 5 0 117.072 0l-.548.547A3.374 3.374 0 0014 18.469V19a2 2 0 11-4 0v-.531c0-.895-.356-1.754-.988-2.386l-.548-.547z"></path>
|
||||
</svg>
|
||||
市场热度与预期差
|
||||
</h3>
|
||||
|
||||
<div class="mb-4">
|
||||
<h4 class="font-semibold text-gray-700 mb-2">市场热度</h4>
|
||||
<ul class="space-y-2">
|
||||
<li class="flex items-start">
|
||||
<span class="text-purple-500 mr-2">•</span>
|
||||
<span class="text-gray-600"><span class="font-medium">新闻热度</span>：10月亘元事故后，华盛锂电、天赐材料股价单日涨幅超10%，市场聚焦供给冲击</span>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<span class="text-purple-500 mr-2">•</span>
|
||||
<span class="text-gray-600"><span class="font-medium">研报密集度</span>：2024年Q4以来，6篇深度报告集中推荐电解液龙头（天赐、新宙邦），情绪从"过剩恐慌"转向"底部确认"</span>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h4 class="font-semibold text-gray-700 mb-2">预期差</h4>
|
||||
<div class="bg-yellow-50 rounded-lg p-3">
|
||||
<p class="text-gray-700 mb-2"><span class="font-medium">市场共识</span>：认为电解液长期过剩，价格战持续</p>
|
||||
<p class="text-gray-700"><span class="font-medium text-yellow-700">预期差</span>：2025年有效供给仅21.6-22.6万吨（需求20.9-23万吨），紧平衡下价格弹性被低估；海外电解液价格是国内的2-3倍，盈利未被充分定价</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 关键催化剂与未来发展路径 -->
|
||||
<div class="bg-white rounded-2xl shadow-lg p-6 mb-8 card-hover">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||||
<svg class="w-6 h-6 mr-2 text-yellow-500" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg">
|
||||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 7h8m0 0v8m0-8l-8 8-4-4-6 6"></path>
|
||||
</svg>
|
||||
关键催化剂与未来发展路径
|
||||
</h2>
|
||||
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||||
<div class="bg-blue-50 rounded-xl p-5">
|
||||
<h3 class="text-lg font-bold text-blue-800 mb-3">近期催化剂（3-6个月）</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="flex items-start">
|
||||
<div class="bg-blue-500 text-white rounded-full w-6 h-6 flex items-center justify-center text-sm font-bold mr-3 flex-shrink-0">1</div>
|
||||
<div>
|
||||
<h4 class="font-semibold text-gray-800">VC价格反弹</h4>
|
||||
<p class="text-gray-600 text-sm">亘元复产延迟或山东环保限产，VC价格或从4.5万元/吨回升至6-8万元（历史高点10万元）</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex items-start">
|
||||
<div class="bg-blue-500 text-white rounded-full w-6 h-6 flex items-center justify-center text-sm font-bold mr-3 flex-shrink-0">2</div>
|
||||
<div>
|
||||
<h4 class="font-semibold text-gray-800">6F库存见底</h4>
|
||||
<p class="text-gray-600 text-sm">Q1宁德排产超预期（700GWh），6F加工费或从3万元/吨修复至5-6万元（上一轮周期底部5万元）</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="bg-green-50 rounded-xl p-5">
|
||||
<h3 class="text-lg font-bold text-green-800 mb-3">长期路径（2025-2027年）</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="flex items-start">
|
||||
<div class="bg-green-500 text-white rounded-full w-6 h-6 flex items-center justify-center text-sm font-bold mr-3 flex-shrink-0">1</div>
|
||||
<div>
|
||||
<h4 class="font-semibold text-gray-800">技术迭代</h4>
|
||||
<p class="text-gray-600 text-sm">LiFSI渗透率从5%提升至15%（4680电池、快充需求），天赐材料LiFSI产能1.48万吨→8.8万吨</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex items-start">
|
||||
<div class="bg-green-500 text-white rounded-full w-6 h-6 flex items-center justify-center text-sm font-bold mr-3 flex-shrink-0">2</div>
|
||||
<div>
|
||||
<h4 class="font-semibold text-gray-800">出海兑现</h4>
|
||||
<p class="text-gray-600 text-sm">天赐摩洛哥基地（15万吨电解液）2026年投产，目标欧洲+北美市场市占率20%</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 产业链与核心公司剖析 -->
|
||||
<div class="bg-white rounded-2xl shadow-lg p-6 mb-8 card-hover">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||||
<svg class="w-6 h-6 mr-2 text-indigo-500" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg">
|
||||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 21V5a2 2 0 00-2-2H7a2 2 0 00-2 2v16m14 0h2m-2 0h-5m-9 0H3m2 0h5M9 7h1m-1 4h1m4-4h1m-1 4h1m-5 10v-5a1 1 0 011-1h2a1 1 0 011 1v5m-4 0h4"></path>
|
||||
</svg>
|
||||
产业链与核心公司剖析
|
||||
</h2>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="text-lg font-semibold text-gray-700 mb-3">产业链图谱</h3>
|
||||
<div class="bg-gray-50 rounded-xl p-4 flex flex-wrap justify-around items-center">
|
||||
<div class="text-center px-4 py-2">
|
||||
<div class="bg-blue-100 text-blue-800 rounded-lg px-4 py-2 font-semibold">上游</div>
|
||||
<p class="text-sm text-gray-600 mt-1">锂盐（6F、LiFSI）→ 溶剂（DMC/EC）→ 添加剂（VC/FEC）</p>
|
||||
</div>
|
||||
<div class="text-center px-4 py-2">
|
||||
<div class="bg-green-100 text-green-800 rounded-lg px-4 py-2 font-semibold">中游</div>
|
||||
<p class="text-sm text-gray-600 mt-1">电解液（天赐、新宙邦、石大胜华）</p>
|
||||
</div>
|
||||
<div class="text-center px-4 py-2">
|
||||
<div class="bg-purple-100 text-purple-800 rounded-lg px-4 py-2 font-semibold">下游</div>
|
||||
<p class="text-sm text-gray-600 mt-1">动力电池（宁德、比亚迪）、储能（阳光电源）、钠电（中科海纳）</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-lg font-semibold text-gray-700 mb-3">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-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
|
||||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">竞争优势</th>
|
||||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险点</th>
|
||||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">2025年看点</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody class="divide-y divide-gray-200">
|
||||
<tr>
|
||||
<td class="py-3 px-4 font-semibold text-gray-900">天赐材料</td>
|
||||
<td class="py-3 px-4 text-gray-600">6F自供率93%+液态工艺成本低6000元/吨</td>
|
||||
<td class="py-3 px-4 text-gray-600">摩洛哥项目投产不及预期</td>
|
||||
<td class="py-3 px-4 text-gray-600">海外订单占比30%+</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="py-3 px-4 font-semibold text-gray-900">新宙邦</td>
|
||||
<td class="py-3 px-4 text-gray-600">波兰工厂投产（美国IRA豁免）</td>
|
||||
<td class="py-3 px-4 text-gray-600">国内价格战拖累盈利</td>
|
||||
<td class="py-3 px-4 text-gray-600">有机氟业务占比70%+</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="py-3 px-4 font-semibold text-gray-900">华盛锂电</td>
|
||||
<td class="py-3 px-4 text-gray-600">VC产能9000吨（行业第二）</td>
|
||||
<td class="py-3 px-4 text-gray-600">亘元复产冲击价格</td>
|
||||
<td class="py-3 px-4 text-gray-600">钠电添加剂技术突破</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="py-3 px-4 font-semibold text-gray-900">石大胜华</td>
|
||||
<td class="py-3 px-4 text-gray-600">50万吨电解液产能（东营+武汉）</td>
|
||||
<td class="py-3 px-4 text-gray-600">客户认证进度慢</td>
|
||||
<td class="py-3 px-4 text-gray-600">宁德10万吨长协落地</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 潜在风险与挑战 -->
|
||||
<div class="bg-white rounded-2xl shadow-lg p-6 mb-8 card-hover">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||||
<svg class="w-6 h-6 mr-2 text-red-500" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg">
|
||||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z"></path>
|
||||
</svg>
|
||||
潜在风险与挑战
|
||||
</h2>
|
||||
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||||
<div class="bg-red-50 rounded-xl p-4">
|
||||
<h3 class="font-semibold text-red-800 mb-2">技术风险</h3>
|
||||
<p class="text-gray-700">钠电电解液技术路线未定（NaPF₆ vs NaFSI）</p>
|
||||
<p class="text-sm text-gray-600 mt-1"><span class="font-medium">应对策略</span>：跟踪华为专利落地进度</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-orange-50 rounded-xl p-4">
|
||||
<h3 class="font-semibold text-orange-800 mb-2">商业化风险</h3>
|
||||
<p class="text-gray-700">储能客户压价（电解液成本占比<5%）</p>
|
||||
<p class="text-sm text-gray-600 mt-1"><span class="font-medium">应对策略</span>：关注龙头出海订单毛利率</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-yellow-50 rounded-xl p-4">
|
||||
<h3 class="font-semibold text-yellow-800 mb-2">政策风险</h3>
|
||||
<p class="text-gray-700">美国IRA法案限制中国供应链</p>
|
||||
<p class="text-sm text-gray-600 mt-1"><span class="font-medium">应对策略</span>：新宙邦波兰工厂已获豁免</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-purple-50 rounded-xl p-4">
|
||||
<h3 class="font-semibold text-purple-800 mb-2">信息矛盾</h3>
|
||||
<p class="text-gray-700">研报称"供给过剩"，但实际有效产能仅21.6万吨</p>
|
||||
<p class="text-sm text-gray-600 mt-1"><span class="font-medium">应对策略</span>：需验证中小企业复产情况</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 综合结论与投资启示 -->
|
||||
<div class="bg-gradient-to-r from-indigo-500 to-purple-600 rounded-2xl shadow-lg p-6 mb-8 text-white">
|
||||
<h2 class="text-2xl font-bold mb-4 flex items-center">
|
||||
<svg class="w-6 h-6 mr-2" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg">
|
||||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z"></path>
|
||||
</svg>
|
||||
综合结论与投资启示
|
||||
</h2>
|
||||
|
||||
<div class="mb-4">
|
||||
<h3 class="text-lg font-semibold mb-2">阶段判断</h3>
|
||||
<p class="text-indigo-100">电解液产业链已从"主题炒作"（2021年产能扩张）进入"基本面驱动"（2024年出清尾声），2025年供需紧平衡+技术出海是核心逻辑。</p>
|
||||
</div>
|
||||
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||||
<div>
|
||||
<h3 class="text-lg font-semibold mb-3">投资方向</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="bg-white bg-opacity-20 rounded-lg p-3">
|
||||
<h4 class="font-semibold text-yellow-300">弹性最大</h4>
|
||||
<p class="text-sm">华盛锂电（VC涨价）、天际股份（6F产能利用率回升）</p>
|
||||
</div>
|
||||
<div class="bg-white bg-opacity-20 rounded-lg p-3">
|
||||
<h4 class="font-semibold text-green-300">长期龙头</h4>
|
||||
<p class="text-sm">天赐材料（一体化+出海）、新宙邦（有机氟对冲周期）</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-lg font-semibold mb-3">跟踪指标</h3>
|
||||
<div class="space-y-2">
|
||||
<div class="flex items-center">
|
||||
<div class="bg-white bg-opacity-20 rounded-full w-6 h-6 flex items-center justify-center text-sm font-bold mr-2">1</div>
|
||||
<p class="text-sm">VC价格：若>6万元/吨且持续2个月，确认添加剂反转</p>
|
||||
</div>
|
||||
<div class="flex items-center">
|
||||
<div class="bg-white bg-opacity-20 rounded-full w-6 h-6 flex items-center justify-center text-sm font-bold mr-2">2</div>
|
||||
<p class="text-sm">6F库存：<10天（当前15天）预示涨价启动</p>
|
||||
</div>
|
||||
<div class="flex items-center">
|
||||
<div class="bg-white bg-opacity-20 rounded-full w-6 h-6 flex items-center justify-center text-sm font-bold mr-2">3</div>
|
||||
<p class="text-sm">出海订单：天赐/新宙邦2025年海外收入占比>25%</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 关联股票表格 -->
|
||||
<div class="bg-white rounded-2xl shadow-lg p-6 card-hover">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||||
<svg class="w-6 h-6 mr-2 text-blue-500" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg">
|
||||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 19v-6a2 2 0 00-2-2H5a2 2 0 00-2 2v6a2 2 0 002 2h2a2 2 0 002-2zm0 0V9a2 2 0 012-2h2a2 2 0 012 2v10m-6 0a2 2 0 002 2h2a2 2 0 002-2m0 0V5a2 2 0 012-2h2a2 2 0 012 2v14a2 2 0 01-2 2h-2a2 2 0 01-2-2z"></path>
|
||||
</svg>
|
||||
关联股票
|
||||
</h2>
|
||||
|
||||
<div class="table-container">
|
||||
<table class="min-w-full divide-y divide-gray-200">
|
||||
<thead class="bg-gray-50">
|
||||
<tr>
|
||||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票名称</th>
|
||||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">行业</th>
|
||||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">项目</th>
|
||||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">分类</th>
|
||||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产业链</th>
|
||||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">原因</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody class="bg-white divide-y divide-gray-200">
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">天赐材料</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">电解液</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">六氟磷酸锂</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">溶质-常规锂盐</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">电解液上游</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">图片中显示天赐材料属于六氟磷酸锂和常规锂盐领域，为电解液核心原料供应商</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">永太科技</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">电解液</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">六氟磷酸锂/LiFSI</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">溶质-常规锂盐/新型锂盐</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">电解液上游</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">同时出现在常规锂盐（六氟磷酸锂）和新型锂盐（LiFSI）分类中</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">天际股份</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">电解液</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">六氟磷酸锂</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">溶质-常规锂盐</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">电解液上游</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">图片中明确标注为六氟磷酸锂供应商</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">多氟多</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">电解液</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">六氟磷酸锂</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">溶质-常规锂盐</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">电解液上游</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">属于六氟磷酸锂核心供应商</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">胜华新材</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">电解液</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">溶剂/添加剂</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">溶剂-EC/PC/DEC/DMC/BMC等</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">电解液上游</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">同时出现在溶剂和添加剂分类中</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">华盛锂电</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">电解液</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">溶剂/添加剂</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">溶剂-EC/PC/DEC/DMC/BMC等</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">电解液上游</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">溶剂和添加剂双领域布局</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">新宙邦</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">电解液</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">溶剂/添加剂/电解液</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">溶剂-EC/PC/DEC/DMC/BMC等</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">电解液全产业链</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">覆盖溶剂、添加剂和电解液生产</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">联创股份</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">电解液</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">添加剂</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">添加剂-导电/阻燃/成膜添加剂</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">电解液上游</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">专注于电解液添加剂生产</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">丰山集团</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">电解液</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">电解液</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">电解液</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">电解液中游</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">直接标注为电解液生产企业</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">兴欣新材</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">电解液</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">电解液</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">电解液</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">电解液中游</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">电解液生产环节企业</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
```
|
||||
Reference in New Issue
Block a user