feat: 10.10线上最新代码提交
This commit is contained in:
zdl
513
public/htmls/西南水电开发战略.html
Normal file
513
public/htmls/西南水电开发战略.html
Normal file
@@ -0,0 +1,513 @@
|
||||
|
||||
<!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>西南水电开发战略分析报告</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>
|
||||
<style>
|
||||
body {
|
||||
font-family: 'Inter', sans-serif;
|
||||
}
|
||||
#vanta-bg {
|
||||
position: fixed;
|
||||
top: 0;
|
||||
left: 0;
|
||||
width: 100%;
|
||||
height: 100%;
|
||||
z-index: -1;
|
||||
}
|
||||
.content-wrapper {
|
||||
position: relative;
|
||||
z-index: 1;
|
||||
}
|
||||
.table-responsive {
|
||||
overflow-x: auto;
|
||||
}
|
||||
@media (max-width: 768px) {
|
||||
.table-responsive {
|
||||
overflow-x: scroll;
|
||||
}
|
||||
}
|
||||
.gradient-bg {
|
||||
background: linear-gradient(135deg, rgba(59, 130, 246, 0.9) 0%, rgba(16, 185, 129, 0.9) 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-divider {
|
||||
border-left: 4px solid #3b82f6;
|
||||
padding-left: 1rem;
|
||||
}
|
||||
.highlight-text {
|
||||
background: linear-gradient(120deg, #3b82f6 0%, #10b981 100%);
|
||||
-webkit-background-clip: text;
|
||||
-webkit-text-fill-color: transparent;
|
||||
background-clip: text;
|
||||
}
|
||||
</style>
|
||||
</head>
|
||||
<body class="bg-gray-50">
|
||||
<div id="vanta-bg"></div>
|
||||
|
||||
<div class="content-wrapper min-h-screen py-8 px-4 sm:px-6 lg:px-8">
|
||||
<!-- 标题部分 -->
|
||||
<div class="max-w-6xl mx-auto mb-10">
|
||||
<div class="gradient-bg rounded-2xl p-8 text-white card-shadow">
|
||||
<h1 class="text-3xl md:text-4xl font-bold mb-4">西南水电开发战略分析报告</h1>
|
||||
<p class="text-lg md:text-xl opacity-90">国家战略驱动下的万亿级投资机遇</p>
|
||||
<div class="mt-6 flex flex-wrap gap-2">
|
||||
<span class="bg-white bg-opacity-20 px-3 py-1 rounded-full text-sm">2030年非化石能源消费比重25%</span>
|
||||
<span class="bg-white bg-opacity-20 px-3 py-1 rounded-full text-sm">墨脱水电站6000万千瓦</span>
|
||||
<span class="bg-white bg-opacity-20 px-3 py-1 rounded-full text-sm">投资超1.7万亿元</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 核心观点摘要 -->
|
||||
<div class="max-w-6xl mx-auto mb-10">
|
||||
<div class="bg-white rounded-2xl p-6 md:p-8 card-shadow">
|
||||
<h2 class="text-2xl font-bold mb-6 section-divider">核心观点摘要</h2>
|
||||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||||
<div class="bg-blue-50 p-6 rounded-xl">
|
||||
<div class="text-blue-600 font-bold text-lg mb-2">阶段判断</div>
|
||||
<p class="text-gray-700">西南水电开发已从"规划论证"进入<strong class="highlight-text">"核准开工"</strong>的实质落地阶段，政策与项目双重催化下，2025-2027年将是投资高峰期。</p>
|
||||
</div>
|
||||
<div class="bg-green-50 p-6 rounded-xl">
|
||||
<div class="text-green-600 font-bold text-lg mb-2">核心驱动力</div>
|
||||
<p class="text-gray-700">国家战略（能源安全+双碳目标）+ 超万亿级投资（墨脱项目单体量）+ 区域基建配套（西藏/四川专项债倾斜）。</p>
|
||||
</div>
|
||||
<div class="bg-purple-50 p-6 rounded-xl">
|
||||
<div class="text-purple-600 font-bold text-lg mb-2">未来潜力</div>
|
||||
<p class="text-gray-700">预计带动<strong class="highlight-text">年均2000-3000亿元</strong>基建投资，民爆、水泥、工程机械等产业链环节弹性显著。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 概念事件 -->
|
||||
<div class="max-w-6xl mx-auto mb-10">
|
||||
<div class="bg-white rounded-2xl p-6 md:p-8 card-shadow">
|
||||
<h2 class="text-2xl font-bold mb-6 section-divider">概念事件</h2>
|
||||
<div class="space-y-6">
|
||||
<div class="flex flex-col md:flex-row gap-6">
|
||||
<div class="md:w-1/3">
|
||||
<div class="bg-blue-100 p-4 rounded-lg h-full">
|
||||
<h3 class="font-bold text-lg text-blue-800 mb-2">政策催化</h3>
|
||||
<p class="text-sm text-gray-700">2024年8月11日，中共中央、国务院印发《关于加快经济社会发展全面绿色转型的意见》，首次系统部署西南水电基地建设。</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="md:w-1/3">
|
||||
<div class="bg-green-100 p-4 rounded-lg h-full">
|
||||
<h3 class="font-bold text-lg text-green-800 mb-2">项目落地</h3>
|
||||
<p class="text-sm text-gray-700">2024年12月25日，<strong>雅鲁藏布江下游水电工程（墨脱水电站）获核准</strong>，装机规模6000万千瓦，总投资超1.7万亿元。</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="md:w-1/3">
|
||||
<div class="bg-purple-100 p-4 rounded-lg h-full">
|
||||
<h3 class="font-bold text-lg text-purple-800 mb-2">区域协同</h3>
|
||||
<p class="text-sm text-gray-700">西藏、四川、云南等地同步推进配套基建（川藏铁路、滇藏铁路）、输电通道及新能源消纳。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 核心逻辑与市场认知分析 -->
|
||||
<div class="max-w-6xl mx-auto mb-10">
|
||||
<div class="bg-white rounded-2xl p-6 md:p-8 card-shadow">
|
||||
<h2 class="text-2xl font-bold mb-6 section-divider">核心逻辑与市场认知分析</h2>
|
||||
|
||||
<h3 class="text-xl font-semibold mb-4">核心驱动力</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mb-8">
|
||||
<div class="border-l-4 border-blue-500 pl-4">
|
||||
<h4 class="font-semibold text-blue-700">政策刚性</h4>
|
||||
<p class="text-sm text-gray-600 mt-1">西南水电被纳入"十四五"重大工程，2025年需完成"十四五"规划目标，政策执行无退路。</p>
|
||||
</div>
|
||||
<div class="border-l-4 border-green-500 pl-4">
|
||||
<h4 class="font-semibold text-green-700">资源禀赋</h4>
|
||||
<p class="text-sm text-gray-600 mt-1">西藏水能理论蕴藏量<strong>210GW</strong>（占全国70%），雅鲁藏布江下游70GW未开发，技术可开发量170GW。</p>
|
||||
</div>
|
||||
<div class="border-l-4 border-purple-500 pl-4">
|
||||
<h4 class="font-semibold text-purple-700">经济杠杆</h4>
|
||||
<p class="text-sm text-gray-600 mt-1">墨脱项目单位投资2.8-3.1亿元/万千瓦，但可撬动西藏GDP增长年均5%+（2023年西藏GDP仅2300亿元）。</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<h3 class="text-xl font-semibold mb-4">市场热度与情绪</h3>
|
||||
<div class="bg-yellow-50 p-4 rounded-lg mb-6">
|
||||
<div class="flex flex-col md:flex-row gap-6">
|
||||
<div class="md:w-1/2">
|
||||
<h4 class="font-semibold text-yellow-800 mb-2">研报密集度</h4>
|
||||
<p class="text-sm text-gray-700">2024年8-11月，长江、天风、申万等10+券商发布专题报告，<strong>西藏天路、高争民爆</strong>等标的涨幅超50%。</p>
|
||||
</div>
|
||||
<div class="md:w-1/2">
|
||||
<h4 class="font-semibold text-yellow-800 mb-2">情绪分歧</h4>
|
||||
<p class="text-sm text-gray-700">部分投资者认为项目周期长（10-15年），短期业绩难兑现；但路演显示2024Q4已启动招标，预期差显著。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<h3 class="text-xl font-semibold mb-4">预期差分析</h3>
|
||||
<div class="bg-red-50 p-4 rounded-lg">
|
||||
<div class="flex flex-col md:flex-row gap-6">
|
||||
<div class="md:w-1/2">
|
||||
<h4 class="font-semibold text-red-800 mb-2">市场忽略点</h4>
|
||||
<p class="text-sm text-gray-700">西藏冬季可施工（墨脱海拔1200米，12月均温10℃），打破"冬季停工"刻板印象（东财路演数据）。</p>
|
||||
</div>
|
||||
<div class="md:w-1/2">
|
||||
<h4 class="font-semibold text-red-800 mb-2">数据矛盾</h4>
|
||||
<p class="text-sm text-gray-700">民爆需求测算差异大——路演称年需20万吨炸药（对应80-100亿订单），但按两河口案例推算，1.7万亿投资仅需3万吨，存在<strong>数量级偏差</strong>。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 关键催化剂与未来发展路径 -->
|
||||
<div class="max-w-6xl mx-auto mb-10">
|
||||
<div class="bg-white rounded-2xl p-6 md:p-8 card-shadow">
|
||||
<h2 class="text-2xl font-bold mb-6 section-divider">关键催化剂与未来发展路径</h2>
|
||||
|
||||
<h3 class="text-xl font-semibold mb-4">近期催化剂（3-6个月）</h3>
|
||||
<div class="space-y-3 mb-8">
|
||||
<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 mt-1">1</div>
|
||||
<div>
|
||||
<h4 class="font-semibold">2025年Q1：墨脱水电站主体工程招标启动</h4>
|
||||
<p class="text-sm text-gray-600">中国电建、中国能建已参与前期设计</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 mt-1">2</div>
|
||||
<div>
|
||||
<h4 class="font-semibold">2025年Q2：西藏专项债发行加速</h4>
|
||||
<p class="text-sm text-gray-600">2024年已发800亿元，2025年预计新增1000亿元</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 mt-1">3</div>
|
||||
<div>
|
||||
<h4 class="font-semibold">2025年Q3：西电东送通道扩容</h4>
|
||||
<p class="text-sm text-gray-600">藏粤直流工程可研批复</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<h3 class="text-xl font-semibold mb-4">长期路径</h3>
|
||||
<div class="relative">
|
||||
<div class="absolute left-4 top-0 bottom-0 w-0.5 bg-gray-300"></div>
|
||||
<div class="space-y-6">
|
||||
<div class="flex items-start">
|
||||
<div class="bg-green-500 text-white rounded-full w-8 h-8 flex items-center justify-center text-sm font-bold mr-4 z-10">2025-2027</div>
|
||||
<div class="bg-green-50 p-4 rounded-lg flex-1">
|
||||
<h4 class="font-semibold text-green-800">墨脱项目一期（3000万千瓦）开工</h4>
|
||||
<p class="text-sm text-gray-600 mt-1">配套川藏铁路二期通车</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex items-start">
|
||||
<div class="bg-blue-500 text-white rounded-full w-8 h-8 flex items-center justify-center text-sm font-bold mr-4 z-10">2028-2030</div>
|
||||
<div class="bg-blue-50 p-4 rounded-lg flex-1">
|
||||
<h4 class="font-semibold text-blue-800">雅砻江、大渡河梯级电站扩容</h4>
|
||||
<p class="text-sm text-gray-600 mt-1">形成"藏电外送"+"川电外送"双通道</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex items-start">
|
||||
<div class="bg-purple-500 text-white rounded-full w-8 h-8 flex items-center justify-center text-sm font-bold mr-4 z-10">2030年后</div>
|
||||
<div class="bg-purple-50 p-4 rounded-lg flex-1">
|
||||
<h4 class="font-semibold text-purple-800">水风光储一体化基地成熟</h4>
|
||||
<p class="text-sm text-gray-600 mt-1">西藏清洁能源装机占比超80%</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 产业链与核心公司深度剖析 -->
|
||||
<div class="max-w-6xl mx-auto mb-10">
|
||||
<div class="bg-white rounded-2xl p-6 md:p-8 card-shadow">
|
||||
<h2 class="text-2xl font-bold mb-6 section-divider">产业链与核心公司深度剖析</h2>
|
||||
|
||||
<h3 class="text-xl font-semibold mb-4">产业链图谱</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mb-8">
|
||||
<div class="bg-blue-50 p-4 rounded-lg">
|
||||
<h4 class="font-semibold text-blue-700 mb-2">上游</h4>
|
||||
<ul class="text-sm text-gray-700 space-y-1">
|
||||
<li>• 民爆（高争民爆、易普力）</li>
|
||||
<li>• 水泥（西藏天路、华新水泥）</li>
|
||||
<li>• 工程机械（铁建重工、五新隧装）</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="bg-green-50 p-4 rounded-lg">
|
||||
<h4 class="font-semibold text-green-700 mb-2">中游</h4>
|
||||
<ul class="text-sm text-gray-700 space-y-1">
|
||||
<li>• EPC总包（中国电建、中国能建）</li>
|
||||
<li>• 设计（筑博设计）</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="bg-purple-50 p-4 rounded-lg">
|
||||
<h4 class="font-semibold text-purple-700 mb-2">下游</h4>
|
||||
<ul class="text-sm text-gray-700 space-y-1">
|
||||
<li>• 电网（特变电工）</li>
|
||||
<li>• 储能（南网储能）</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<h3 class="text-xl font-semibold 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-100">
|
||||
<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">业务角色</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">竞争优势</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">风险点</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b font-semibold">中国电建</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">EPC总包+设计</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">承担90%西南水电设计，墨脱项目主设计方</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">订单转化周期长（10年+）</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b font-semibold">西藏天路</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">水泥龙头（市占率34%）</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">西藏唯一水泥上市公司，运输半径壁垒</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">2023年亏损，需验证需求弹性</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b font-semibold">高争民爆</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">西藏民爆垄断</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">藏内唯一包装炸药产能（2.2万吨/年）</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">产能不足，依赖跨省调配</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b font-semibold">铁建重工</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">隧道掘进设备</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">TBM市占率50%，墨脱项目硬岩掘进需求</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">传统基建增速放缓，订单分散</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<h3 class="text-xl font-semibold mt-8 mb-4">验证与证伪</h3>
|
||||
<div class="bg-yellow-50 p-4 rounded-lg">
|
||||
<div class="flex flex-col md:flex-row gap-6">
|
||||
<div class="md:w-1/2">
|
||||
<h4 class="font-semibold text-yellow-800 mb-2">水泥需求</h4>
|
||||
<p class="text-sm text-gray-700">研报预测墨脱项目年均需<strong>360万吨水泥</strong>（占西藏产量30%），但西藏天路2023年销量仅400万吨，<strong>产能利用率提升空间巨大</strong>。</p>
|
||||
</div>
|
||||
<div class="md:w-1/2">
|
||||
<h4 class="font-semibold text-yellow-800 mb-2">民爆产能</h4>
|
||||
<p class="text-sm text-gray-700">西藏现有炸药产能7.5万吨/年，而需求测算存在<strong>20万吨 vs 3万吨</strong>的争议，需跟踪实际招标数据。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 潜在风险与挑战 -->
|
||||
<div class="max-w-6xl mx-auto mb-10">
|
||||
<div class="bg-white rounded-2xl p-6 md:p-8 card-shadow">
|
||||
<h2 class="text-2xl font-bold mb-6 section-divider">潜在风险与挑战</h2>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||||
<div class="border-l-4 border-red-500 pl-4">
|
||||
<h3 class="font-semibold text-red-700 mb-2">技术风险</h3>
|
||||
<p class="text-sm text-gray-600">墨脱地质复杂（高地震烈度+深埋隧洞），TBM施工效率可能低于预期。</p>
|
||||
</div>
|
||||
<div class="border-l-4 border-orange-500 pl-4">
|
||||
<h3 class="font-semibold text-orange-700 mb-2">商业化风险</h3>
|
||||
<p class="text-sm text-gray-600">西藏水泥价格700元/吨（内地2倍），若运输成本超预期，可能压缩利润空间。</p>
|
||||
</div>
|
||||
<div class="border-l-4 border-yellow-500 pl-4">
|
||||
<h3 class="font-semibold text-yellow-700 mb-2">政策风险</h3>
|
||||
<p class="text-sm text-gray-600">中印边境局势可能影响雅江下游开发节奏（印度已计划藏南10亿美元水电站）。</p>
|
||||
</div>
|
||||
<div class="border-l-4 border-purple-500 pl-4">
|
||||
<h3 class="font-semibold text-purple-700 mb-2">信息矛盾</h3>
|
||||
<p class="text-sm text-gray-600">民爆需求测算差异反映"宏大叙事"与"微观数据"脱节，需以实际招标为准。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 综合结论与投资启示 -->
|
||||
<div class="max-w-6xl mx-auto mb-10">
|
||||
<div class="bg-gradient-to-r from-blue-600 to-green-500 rounded-2xl p-6 md:p-8 text-white card-shadow">
|
||||
<h2 class="text-2xl font-bold mb-6">综合结论与投资启示</h2>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="text-xl font-semibold mb-3">阶段判断</h3>
|
||||
<p class="text-lg">西南水电已从<strong>主题炒作</strong>（2024年8月政策催化）进入<strong>基本面驱动</strong>（2024年12月核准开工），2025-2027年为投资兑现期。</p>
|
||||
</div>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="text-xl font-semibold mb-3">高价值环节</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||||
<div class="bg-white bg-opacity-20 p-4 rounded-lg">
|
||||
<h4 class="font-semibold mb-2">民爆</h4>
|
||||
<p class="text-sm">高争民爆（区域垄断）+易普力（央企背景），弹性最大。</p>
|
||||
</div>
|
||||
<div class="bg-white bg-opacity-20 p-4 rounded-lg">
|
||||
<h4 class="font-semibold mb-2">水泥</h4>
|
||||
<p class="text-sm">西藏天路（产能利用率从60%→80%+，吨净利弹性50元→150元）。</p>
|
||||
</div>
|
||||
<div class="bg-white bg-opacity-20 p-4 rounded-lg">
|
||||
<h4 class="font-semibold mb-2">设备</h4>
|
||||
<p class="text-sm">铁建重工（TBM订单占比提升，毛利率25%→30%）。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-xl font-semibold mb-3">关键跟踪指标</h3>
|
||||
<ol class="list-decimal list-inside space-y-2">
|
||||
<li><strong>2025年Q1招标数据</strong>：墨脱项目民爆/水泥实际采购量。</li>
|
||||
<li><strong>西藏专项债发行节奏</strong>：2025年计划1000亿元，需匹配项目进度。</li>
|
||||
<li><strong>川藏铁路通车节点</strong>：2026年通车将降低运输成本，验证水泥价格弹性。</li>
|
||||
</ol>
|
||||
</div>
|
||||
|
||||
<div class="mt-8 bg-white bg-opacity-20 p-4 rounded-lg">
|
||||
<p class="text-lg font-semibold">结论：西南水电开发是<strong>国家战略+万亿投资+区域垄断</strong>的罕见组合，当前处于<strong>"核准落地→订单爆发"</strong>临界点，民爆、水泥、设备龙头具备<strong>3-5年持续催化</strong>，但需警惕需求测算偏差及地缘政治扰动。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 关联股票数据 -->
|
||||
<div class="max-w-6xl mx-auto mb-10">
|
||||
<div class="bg-white rounded-2xl p-6 md:p-8 card-shadow">
|
||||
<h2 class="text-2xl font-bold mb-6 section-divider">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-100">
|
||||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">股票代码</th>
|
||||
<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">行业</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">产业链</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>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">西藏天路</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b font-semibold">西藏天路</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">建筑材料</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">西南水电配套基础设施</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">水泥制品生产销售</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">公司主营水泥及制品生产销售，产品用于水电站等基础设施建设，在西藏具有区域竞争优势。</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">保利联合</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b font-semibold">保利联合</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">民爆器材</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">西南水电民爆服务</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">民爆器材研发生产</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">子公司年产1.2万吨生产线已建成，为西南水电项目提供民爆器材及爆破服务。</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">高争民爆</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b font-semibold">高争民爆</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">民爆器材</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">西南水电民爆供应</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">民爆器材销售物流</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">已建立覆盖西藏的民爆销售网络，配套专业运输车队，为水电项目提供爆破器材及配送服务。</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">大宏立</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b font-semibold">大宏立</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">矿山机械</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">砂石加工设备供应</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">矿山破碎筛分设备</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">建设大型砂石加工厂，为水电项目提供砂石骨料生产所需的破碎筛分设备。</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">筑博设计</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b font-semibold">筑博设计</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">建筑设计</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">西藏建筑设计</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">建筑设计服务</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">注册地为西藏拉萨，为西南水电项目提供工程建筑设计服务。</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">冠龙节能</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b font-semibold">冠龙节能</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">阀门制造</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">水电站阀门供应</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">流体控制设备</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">给排水阀门领域市占率第一，产品应用于水电站水力发电系统。</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">正平股份</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b font-semibold">正平股份</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">工程施工</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">水电站土建工程</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">工程总承包</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">承接水电站大坝、水工建筑及泵站施工，参与防洪抗旱工程建设。</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">中岩大地</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b font-semibold">中岩大地</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">岩土工程</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">地质勘察服务</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">工程勘察设计</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">在水利、跨江跨海桥梁等领域提供岩土固化材料和技术服务。</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">苏博特</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b font-semibold">苏博特</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">新材料</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">水利建设材料</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">高性能混凝土外加剂</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">在水利水电领域保持技术领先，与三峡、葛洲坝等企业建立战略合作。</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">中国电建</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b font-semibold">中国电建</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">水电建设</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">水电工程承包</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">水电工程承包</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">主导水电站工程建设，属于西南水电站核心建设环节。</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<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>
|
||||
<script>
|
||||
VANTA.WAVES({
|
||||
el: "#vanta-bg",
|
||||
mouseControls: true,
|
||||
touchControls: true,
|
||||
gyroControls: false,
|
||||
minHeight: 200.00,
|
||||
minWidth: 200.00,
|
||||
scale: 1.00,
|
||||
scaleMobile: 1.00,
|
||||
color: 0x1e40af,
|
||||
shininess: 30.00,
|
||||
waveHeight: 15.00,
|
||||
waveSpeed: 0.75,
|
||||
zoom: 0.65
|
||||
})
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
```
|
||||
Reference in New Issue
Block a user