feat: 10.10线上最新代码提交
This commit is contained in:
zdl
601
public/htmls/机器人轻量化-PEEK.html
Normal file
601
public/htmls/机器人轻量化-PEEK.html
Normal file
@@ -0,0 +1,601 @@
|
||||
|
||||
<!DOCTYPE html>
|
||||
<html lang="zh-CN">
|
||||
<head>
|
||||
<meta charset="UTF-8">
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||||
<title>机器人轻量化-PEEK概念分析</title>
|
||||
<link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/css/bootstrap.min.css" rel="stylesheet">
|
||||
<link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/bootstrap-icons@1.10.0/font/bootstrap-icons.css">
|
||||
<style>
|
||||
:root {
|
||||
--primary-color: #0d6efd;
|
||||
--secondary-color: #6c757d;
|
||||
--light-bg: #f8f9fa;
|
||||
--card-shadow: 0 4px 6px rgba(0, 0, 0, 0.1);
|
||||
}
|
||||
|
||||
body {
|
||||
font-family: 'Segoe UI', Tahoma, Geneva, Verdana, sans-serif;
|
||||
background-color: var(--light-bg);
|
||||
color: #333;
|
||||
}
|
||||
|
||||
.hero-section {
|
||||
background: linear-gradient(135deg, #0d6efd, #6610f2);
|
||||
color: white;
|
||||
padding: 3rem 0;
|
||||
margin-bottom: 2rem;
|
||||
}
|
||||
|
||||
.card {
|
||||
border: none;
|
||||
border-radius: 10px;
|
||||
box-shadow: var(--card-shadow);
|
||||
margin-bottom: 1.5rem;
|
||||
transition: transform 0.3s ease;
|
||||
}
|
||||
|
||||
.card:hover {
|
||||
transform: translateY(-5px);
|
||||
}
|
||||
|
||||
.card-header {
|
||||
background-color: #f8f9fa;
|
||||
border-bottom: 1px solid rgba(0,0,0,.125);
|
||||
font-weight: 600;
|
||||
}
|
||||
|
||||
.table-container {
|
||||
overflow-x: auto;
|
||||
}
|
||||
|
||||
.stock-table {
|
||||
min-width: 100%;
|
||||
}
|
||||
|
||||
.badge {
|
||||
font-size: 0.85em;
|
||||
}
|
||||
|
||||
.industry-chain {
|
||||
background-color: #e9ecef;
|
||||
padding: 1.5rem;
|
||||
border-radius: 10px;
|
||||
margin-bottom: 2rem;
|
||||
}
|
||||
|
||||
.chain-item {
|
||||
background-color: white;
|
||||
border-radius: 8px;
|
||||
padding: 1rem;
|
||||
margin-bottom: 1rem;
|
||||
box-shadow: 0 2px 4px rgba(0,0,0,0.05);
|
||||
}
|
||||
|
||||
.timeline-item {
|
||||
position: relative;
|
||||
padding-left: 30px;
|
||||
margin-bottom: 1.5rem;
|
||||
}
|
||||
|
||||
.timeline-item:before {
|
||||
content: '';
|
||||
position: absolute;
|
||||
left: 0;
|
||||
top: 5px;
|
||||
width: 15px;
|
||||
height: 15px;
|
||||
border-radius: 50%;
|
||||
background-color: var(--primary-color);
|
||||
}
|
||||
|
||||
.timeline-item:after {
|
||||
content: '';
|
||||
position: absolute;
|
||||
left: 7px;
|
||||
top: 25px;
|
||||
width: 2px;
|
||||
height: calc(100% - 15px);
|
||||
background-color: #dee2e6;
|
||||
}
|
||||
|
||||
.timeline-item:last-child:after {
|
||||
display: none;
|
||||
}
|
||||
|
||||
.highlight {
|
||||
background-color: #fff3cd;
|
||||
padding: 2px 5px;
|
||||
border-radius: 3px;
|
||||
}
|
||||
|
||||
.risk-card {
|
||||
border-left: 4px solid #dc3545;
|
||||
}
|
||||
|
||||
.opportunity-card {
|
||||
border-left: 4px solid #198754;
|
||||
}
|
||||
|
||||
@media (max-width: 768px) {
|
||||
.hero-section {
|
||||
padding: 2rem 0;
|
||||
}
|
||||
|
||||
.card {
|
||||
margin-bottom: 1rem;
|
||||
}
|
||||
}
|
||||
</style>
|
||||
</head>
|
||||
<body>
|
||||
<!-- Hero Section -->
|
||||
<div class="hero-section">
|
||||
<div class="container">
|
||||
<div class="row align-items-center">
|
||||
<div class="col-md-8">
|
||||
<h1 class="display-5 fw-bold">机器人轻量化-PEEK概念分析</h1>
|
||||
<p class="lead">高性能特种工程塑料在机器人领域的应用前景与投资机会</p>
|
||||
</div>
|
||||
<div class="col-md-4 text-center">
|
||||
<div class="d-flex justify-content-center">
|
||||
<div class="bg-white bg-opacity-25 rounded-circle p-3">
|
||||
<i class="bi bi-robot display-4"></i>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="container">
|
||||
<!-- Executive Summary -->
|
||||
<div class="card mb-4">
|
||||
<div class="card-header">
|
||||
<h2 class="h4 mb-0"><i class="bi bi-lightbulb-fill text-warning me-2"></i>核心观点摘要</h2>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<p>PEEK（聚醚醚酮）凭借其<span class="highlight">轻量化</span>（密度1.3-1.45g/cm³）、<span class="highlight">耐高温</span>（长期使用温度250-300℃）、<span class="highlight">耐磨</span>（摩擦系数0.15）等特性，已成为机器人轻量化领域的核心材料。随着人形机器人产业化加速（如特斯拉Optimus Gen-2、波士顿动力Atlas），PEEK在关节、传动等核心部件中的应用需求快速增长。当前，国内氟酮（PEEK核心原料）国产化率提升（2025年预计达60%），叠加PEEK产能扩张（中研股份、沃特股份等扩产），推动PEEK材料价格下降（2025年预计较2022年下降30%-40%），加速其在机器人领域的普及。</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Core Logic and Market Perception -->
|
||||
<div class="row mb-4">
|
||||
<div class="col-md-6">
|
||||
<div class="card h-100">
|
||||
<div class="card-header">
|
||||
<h3 class="h5 mb-0"><i class="bi bi-gear-fill text-primary me-2"></i>核心驱动力</h3>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<ul class="list-group list-group-flush">
|
||||
<li class="list-group-item d-flex align-items-start">
|
||||
<i class="bi bi-check-circle-fill text-success me-2 mt-1"></i>
|
||||
<div>
|
||||
<strong>技术突破：</strong>CF/PEEK材料性能提升（拉伸强度超500MPa，断裂伸长率超50%），推动其在机器人关节中的应用。
|
||||
</div>
|
||||
</li>
|
||||
<li class="list-group-item d-flex align-items-start">
|
||||
<i class="bi bi-check-circle-fill text-success me-2 mt-1"></i>
|
||||
<div>
|
||||
<strong>产业化加速：</strong>特斯拉Optimus Gen-2量产（计划2025年推出），其关节、传动部件大量采用PEEK材料；波士顿动力Atlas升级至Gen-2，PEEK部件占比提升至30%。
|
||||
</div>
|
||||
</li>
|
||||
<li class="list-group-item d-flex align-items-start">
|
||||
<i class="bi bi-check-circle-fill text-success me-2 mt-1"></i>
|
||||
<div>
|
||||
<strong>成本下降：</strong>国内氟酮（PEEK核心原料）国产化率提升（2025年预计达60%），叠加PEEK产能扩张（中研股份、沃特股份等扩产），推动PEEK材料价格下降（2025年预计较2022年下降30%-40%）。
|
||||
</div>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<div class="card h-100">
|
||||
<div class="card-header">
|
||||
<h3 class="h5 mb-0"><i class="bi bi-graph-up-arrow text-success me-2"></i>关键催化剂</h3>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="timeline-item">
|
||||
<h5>2023年</h5>
|
||||
<p>特斯拉Optimus Gen-1发布，首次披露PEEK材料应用计划。</p>
|
||||
</div>
|
||||
<div class="timeline-item">
|
||||
<h5>2024年</h5>
|
||||
<p>波士顿动力Atlas Gen-2发布，PEEK部件占比提升至30%；中研股份5000吨/年PEEK产能投产。</p>
|
||||
</div>
|
||||
<div class="timeline-item">
|
||||
<h5>2025年</h5>
|
||||
<p>特斯拉Optimus Gen-2量产，PEEK部件占比提升至40%；沃特股份3000吨/年改性PEEK产能投产。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Industry Chain Analysis -->
|
||||
<div class="industry-chain">
|
||||
<h3 class="mb-3"><i class="bi bi-diagram-3-fill text-info me-2"></i>产业链分析</h3>
|
||||
<div class="row">
|
||||
<div class="col-md-4">
|
||||
<div class="chain-item">
|
||||
<h5><i class="bi bi-arrow-up-circle-fill text-primary me-2"></i>上游：原材料供应</h5>
|
||||
<p>核心原料：氟酮（占生产成本约50%），需高纯度（≥99%）且稳定性强。其他原料：对苯二酚、二苯砜、碳酸钠等。</p>
|
||||
<div class="mt-2">
|
||||
<span class="badge bg-primary">中欣氟材</span>
|
||||
<span class="badge bg-primary">新瀚新材</span>
|
||||
<span class="badge bg-primary">兄弟科技</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<div class="chain-item">
|
||||
<h5><i class="bi bi-dash-circle-fill text-warning me-2"></i>中游：PEEK树脂生产与改性</h5>
|
||||
<p>PEEK树脂生产：通过亲核取代反应聚合而成，需严格控制反应温度、压力及催化剂比例以保证产品质量。改性加工：通过碳纤维增强（CF/PEEK）、玻璃纤维增强（GF/PEEK）等改性工艺提升材料性能。</p>
|
||||
<div class="mt-2">
|
||||
<span class="badge bg-warning">中研股份</span>
|
||||
<span class="badge bg-warning">沃特股份</span>
|
||||
<span class="badge bg-warning">凯盛新材</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<div class="chain-item">
|
||||
<h5><i class="bi bi-arrow-down-circle-fill text-success me-2"></i>下游：机器人应用</h5>
|
||||
<p>核心应用场景：关节（如肩关节、肘关节）、传动（如丝杠、齿轮）、外壳（如关节保护罩）、传感器（如触觉传感器外壳）等。目标机型：从高端人形机器人向消费级机器人、工业机器人及服务机器人扩展。</p>
|
||||
<div class="mt-2">
|
||||
<span class="badge bg-success">唯科科技</span>
|
||||
<span class="badge bg-success">超捷股份</span>
|
||||
<span class="badge bg-success">科达利</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Stock Data Table -->
|
||||
<div class="card mb-4">
|
||||
<div class="card-header">
|
||||
<h3 class="h5 mb-0"><i class="bi bi-table me-2"></i>PEEK产业链相关股票</h3>
|
||||
</div>
|
||||
<div class="card-body p-0">
|
||||
<div class="table-container">
|
||||
<table class="table table-hover stock-table mb-0">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th>股票名称</th>
|
||||
<th>分类</th>
|
||||
<th>项目</th>
|
||||
<th>产业链位置</th>
|
||||
<th>行业</th>
|
||||
<th>投资亮点</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td>中欣氟材</td>
|
||||
<td><span class="badge bg-primary">氟酮</span></td>
|
||||
<td>DFBP产能5000吨/年</td>
|
||||
<td>PEEK上游原材料</td>
|
||||
<td>化工材料</td>
|
||||
<td>产能国内首位</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>新瀚新材</td>
|
||||
<td><span class="badge bg-primary">氟酮</span></td>
|
||||
<td>DFBP产能新老产能合计4000吨/年</td>
|
||||
<td>PEEK上游原材料</td>
|
||||
<td>化工材料</td>
|
||||
<td>产能规模领先</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>大洋生物</td>
|
||||
<td><span class="badge bg-primary">氟酮</span></td>
|
||||
<td>PEEK中间体氟酮中试技术</td>
|
||||
<td>PEEK上游研发</td>
|
||||
<td>化工材料</td>
|
||||
<td>掌握核心中间体技术</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>兄弟科技</td>
|
||||
<td><span class="badge bg-primary">对苯二酚</span></td>
|
||||
<td>2万吨邻苯二酚与对苯二酚产能</td>
|
||||
<td>PEEK上游原材料</td>
|
||||
<td>精细化工</td>
|
||||
<td>对苯二酚已销往PEEK领域</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>中研股份</td>
|
||||
<td><span class="badge bg-warning">PEEK材料</span></td>
|
||||
<td>年产5000吨PEEK深加工系列产品综合厂房</td>
|
||||
<td>PEEK中游生产</td>
|
||||
<td>高分子材料</td>
|
||||
<td>PEEK年产量最大的中国企业</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>金田股份</td>
|
||||
<td><span class="badge bg-success">PEEK材料</span></td>
|
||||
<td>与SYENSQO战略合作</td>
|
||||
<td>PEEK下游应用</td>
|
||||
<td>新材料</td>
|
||||
<td>具备PEEK产品竞争优势及进口替代能力</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>会通股份</td>
|
||||
<td><span class="badge bg-success">PEEK材料</span></td>
|
||||
<td>PEEK材料生产能力</td>
|
||||
<td>PEEK下游应用</td>
|
||||
<td>改性塑料</td>
|
||||
<td>相关产品正在市场持续推广中</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>国立科技</td>
|
||||
<td><span class="badge bg-warning">PEEK材料</span></td>
|
||||
<td>拟投资建设年产1000吨PEEK项目</td>
|
||||
<td>PEEK中游生产</td>
|
||||
<td>新材料</td>
|
||||
<td>规划建设新产能</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>海利得</td>
|
||||
<td><span class="badge bg-success">PEEK材料</span></td>
|
||||
<td>PEEK纤维研发送样</td>
|
||||
<td>PEEK下游应用</td>
|
||||
<td>化纤制造</td>
|
||||
<td>纤维项目处于研发阶段</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>富春染织</td>
|
||||
<td><span class="badge bg-success">PEEK材料</span></td>
|
||||
<td>PEEK材料生产项目</td>
|
||||
<td>PEEK上游原材料及下游应用</td>
|
||||
<td>纺织制造</td>
|
||||
<td>新设子公司聚焦PEEK下游应用</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>泰和科技</td>
|
||||
<td><span class="badge bg-warning">PEEK聚醚醚酮</span></td>
|
||||
<td>聚醚醚酮合成中试研究</td>
|
||||
<td>PEEK中游研发</td>
|
||||
<td>化工新材料</td>
|
||||
<td>开展合成技术研究</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>盛帮股份</td>
|
||||
<td><span class="badge bg-success">PEEK聚醚醚酮</span></td>
|
||||
<td>PEEK材料产品</td>
|
||||
<td>PEEK下游应用</td>
|
||||
<td>橡胶制品</td>
|
||||
<td>产品处于研发储备阶段</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>聚赛龙</td>
|
||||
<td><span class="badge bg-success">PEEK聚醚醚酮</span></td>
|
||||
<td>改性PEEK复合材料研究</td>
|
||||
<td>PEEK下游应用</td>
|
||||
<td>改性塑料</td>
|
||||
<td>已取得部分成果并获专利</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>同益股份</td>
|
||||
<td><span class="badge bg-success">PEEK聚醚醚酮</span></td>
|
||||
<td>PEEK等高端工程塑料棒材</td>
|
||||
<td>PEEK下游应用</td>
|
||||
<td>化工贸易</td>
|
||||
<td>量产产品覆盖中高端领域</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>沃特股份</td>
|
||||
<td><span class="badge bg-info">改性PEEK</span></td>
|
||||
<td>碳纤维增强PEEK材料送样</td>
|
||||
<td>PEEK下游应用</td>
|
||||
<td>改性塑料</td>
|
||||
<td>已向下游客户送样测试</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>肯特股份</td>
|
||||
<td><span class="badge bg-info">改性PEEK</span></td>
|
||||
<td>PEEK减磨系列、高温耐压系列</td>
|
||||
<td>PEEK下游应用</td>
|
||||
<td>密封材料</td>
|
||||
<td>在材料改性领域布局</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>南京聚隆</td>
|
||||
<td><span class="badge bg-info">改性PEEK</span></td>
|
||||
<td>改性PEEK材料</td>
|
||||
<td>PEEK下游应用</td>
|
||||
<td>改性塑料</td>
|
||||
<td>年产量规模较小</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>普利特</td>
|
||||
<td><span class="badge bg-info">PEEK减速器</span></td>
|
||||
<td>改性PEEK材料</td>
|
||||
<td>PEEK下游应用</td>
|
||||
<td>改性塑料</td>
|
||||
<td>产品包含改性PEEK</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>科达利</td>
|
||||
<td><span class="badge bg-info">PEEK减速器</span></td>
|
||||
<td>具备PEEK材料减速器生产能力</td>
|
||||
<td>PEEK下游应用</td>
|
||||
<td>汽车零部件</td>
|
||||
<td>自主研发PEEK材料配方体系</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>唯科科技</td>
|
||||
<td><span class="badge bg-info">PEEK丝杆</span></td>
|
||||
<td>PEEK丝杆、行星齿轮箱等产品</td>
|
||||
<td>PEEK下游应用</td>
|
||||
<td>精密模具</td>
|
||||
<td>轻量化产品布局</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>超捷股份</td>
|
||||
<td><span class="badge bg-info">PEEK齿轮</span></td>
|
||||
<td>PEEK塑料零部件产品</td>
|
||||
<td>PEEK下游应用</td>
|
||||
<td>汽车零部件</td>
|
||||
<td>已向客户销售相关产品</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>横河精密</td>
|
||||
<td><span class="badge bg-info">PEEK齿轮</span></td>
|
||||
<td>PEEK材料应用于3D涡扇、齿轮等</td>
|
||||
<td>PEEK下游应用</td>
|
||||
<td>精密模具</td>
|
||||
<td>产品应用于智能家电和汽车领域</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>凯盛新材</td>
|
||||
<td><span class="badge bg-warning">PEEK（聚醚醚酮）</span></td>
|
||||
<td>PEEK产能1000吨/年</td>
|
||||
<td>PEEK中游生产</td>
|
||||
<td>化工新材料</td>
|
||||
<td>国内首家突破PEEK技术并量产</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>富恒新材</td>
|
||||
<td><span class="badge bg-success">PEEK（聚醚醚酮）</span></td>
|
||||
<td>研发玻纤增强PEEK材料</td>
|
||||
<td>PEEK下游应用</td>
|
||||
<td>改性塑料</td>
|
||||
<td>联合院士团队深化产品开发</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>华密新材</td>
|
||||
<td><span class="badge bg-success">PEEK（聚醚醚酮）</span></td>
|
||||
<td>PEEK改性及改性后制品</td>
|
||||
<td>PEEK下游应用</td>
|
||||
<td>橡胶制品</td>
|
||||
<td>PEEK材料在客户验证中</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>明阳科技</td>
|
||||
<td><span class="badge bg-success">PEEK（聚醚醚酮）</span></td>
|
||||
<td>PEEK材料相关工艺验证</td>
|
||||
<td>PEEK下游应用</td>
|
||||
<td>汽车零部件</td>
|
||||
<td>2024年完成工艺验证工作</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Risks and Opportunities -->
|
||||
<div class="row mb-4">
|
||||
<div class="col-md-6">
|
||||
<div class="card risk-card h-100">
|
||||
<div class="card-header">
|
||||
<h3 class="h5 mb-0"><i class="bi bi-exclamation-triangle-fill text-danger me-2"></i>潜在风险</h3>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<ul class="list-group list-group-flush">
|
||||
<li class="list-group-item">
|
||||
<strong>技术风险：</strong>CF/PEEK材料一致性难题，规模化生产中碳纤维分布不均可能导致性能波动。
|
||||
</li>
|
||||
<li class="list-group-item">
|
||||
<strong>商业化风险：</strong>PEEK材料成本下降速度不及预期，或机器人产业化进度不及预期，影响市场接受度。
|
||||
</li>
|
||||
<li class="list-group-item">
|
||||
<strong>政策风险：</strong>环保政策趋严可能增加PEEK企业的生产成本，影响盈利空间。
|
||||
</li>
|
||||
<li class="list-group-item">
|
||||
<strong>竞争风险：</strong>行业内竞争加剧，产品价格可能进一步下降，压缩企业利润空间。
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<div class="card opportunity-card h-100">
|
||||
<div class="card-header">
|
||||
<h3 class="h5 mb-0"><i class="bi bi-lightbulb-fill text-success me-2"></i>投资启示</h3>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<ul class="list-group list-group-flush">
|
||||
<li class="list-group-item">
|
||||
<strong>最具投资价值的细分环节：</strong>CF/PEEK改性材料和高端PEEK树脂生产，是PEEK应用的最大增量市场。
|
||||
</li>
|
||||
<li class="list-group-item">
|
||||
<strong>核心关注公司：</strong>中研股份（PEEK龙头）、沃特股份（CF/PEEK改性领先）、中欣氟材（氟酮原料领先）。
|
||||
</li>
|
||||
<li class="list-group-item">
|
||||
<strong>关键跟踪指标：</strong>PEEK树脂产能与出货量、CF/PEEK改性材料认证进展、氟酮国产化率与价格、机器人厂商量产进度。
|
||||
</li>
|
||||
<li class="list-group-item">
|
||||
<strong>市场预期：</strong>PEEK材料市场规模有望在未来3-5年内实现翻倍，投资机会主要集中在技术领先和产能扩张的企业。
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Conclusion -->
|
||||
<div class="card mb-5">
|
||||
<div class="card-header">
|
||||
<h3 class="h5 mb-0"><i class="bi bi-flag-fill text-info me-2"></i>综合结论</h3>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<p>PEEK（聚醚醚酮）作为高性能特种工程塑料，凭借其轻量化、耐高温、耐磨等特性，已成为机器人轻量化领域的核心材料。随着人形机器人产业化加速、CF/PEEK材料性能提升及氟酮国产化率提升，PEEK材料在机器人领域的应用需求将持续增长，市场规模有望在未来3-5年内实现翻倍。投资者可重点关注中研股份、沃特股份等具备核心技术和产能优势的企业，同时密切跟踪PEEK树脂产能、CF/PEEK改性材料认证进展、氟酮国产化率及机器人厂商量产进度等关键指标，以把握投资机会。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Footer -->
|
||||
<footer class="bg-dark text-white py-4 mt-5">
|
||||
<div class="container">
|
||||
<div class="row">
|
||||
<div class="col-md-6">
|
||||
<h5>机器人轻量化-PEEK概念分析</h5>
|
||||
<p class="mb-0">数据来源：公开信息整理 | 更新时间：2023年</p>
|
||||
</div>
|
||||
<div class="col-md-6 text-md-end">
|
||||
<p class="mb-0">本页面仅供参考，不构成投资建议</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</footer>
|
||||
|
||||
<script src="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/js/bootstrap.bundle.min.js"></script>
|
||||
<script>
|
||||
// Add some interactivity
|
||||
document.addEventListener('DOMContentLoaded', function() {
|
||||
// Add smooth scrolling
|
||||
document.querySelectorAll('a[href^="#"]').forEach(anchor => {
|
||||
anchor.addEventListener('click', function (e) {
|
||||
e.preventDefault();
|
||||
document.querySelector(this.getAttribute('href')).scrollIntoView({
|
||||
behavior: 'smooth'
|
||||
});
|
||||
});
|
||||
});
|
||||
|
||||
// Add animation to cards on scroll
|
||||
const observerOptions = {
|
||||
root: null,
|
||||
rootMargin: '0px',
|
||||
threshold: 0.1
|
||||
};
|
||||
|
||||
const observer = new IntersectionObserver((entries) => {
|
||||
entries.forEach(entry => {
|
||||
if (entry.isIntersecting) {
|
||||
entry.target.classList.add('animate-fade-in');
|
||||
}
|
||||
});
|
||||
}, observerOptions);
|
||||
|
||||
document.querySelectorAll('.card').forEach(card => {
|
||||
observer.observe(card);
|
||||
});
|
||||
});
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
Reference in New Issue
Block a user