546 lines
29 KiB
HTML
546 lines
29 KiB
HTML
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<!DOCTYPE html>
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<title>巨湾技研概念股分析报告</title>
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<body>
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- 标题区域 -->
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<div class="text-center mb-10">
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<h1 class="text-4xl font-bold text-gray-800 mb-4">巨湾技研概念股分析报告</h1>
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<div class="w-24 h-1 bg-blue-500 mx-auto mb-4"></div>
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<p class="text-gray-600 max-w-2xl mx-auto">深度解析XFC极速充电电池技术平台及其产业链投资机会</p>
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</div>
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<!-- 概念事件 -->
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<div class="card bg-white rounded-xl card-shadow mb-8">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 section-title">概念事件</h2>
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<div class="bg-blue-50 rounded-lg p-4 mb-4">
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<h3 class="font-semibold text-lg text-gray-800 mb-2">背景</h3>
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<p class="text-gray-700">巨湾技研（广州巨湾技研有限公司）是广汽集团孵化的XFC（eXtreme Fast Charging）极速充电电池技术平台，专注于6C超快充动力电池及储能系统研发。</p>
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</div>
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<h3 class="font-semibold text-lg text-gray-800 mb-3">催化事件</h3>
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<div class="space-y-3 mb-6">
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<div class="flex items-start">
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<div class="bg-blue-500 text-white rounded-full w-6 h-6 flex items-center justify-center text-xs mr-3 flex-shrink-0 mt-1">1</div>
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<div>
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<p class="font-medium text-gray-800">2024年12月30日</p>
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<p class="text-gray-700">广汽集团公告以<strong class="text-blue-600">13.31亿元</strong>向控股股东广汽工业出售所持巨湾技研<strong class="text-blue-600">18.82%股权</strong>，交易完成后广汽集团仍通过广汽资本间接持股，但不再并表。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-blue-500 text-white rounded-full w-6 h-6 flex items-center justify-center text-xs mr-3 flex-shrink-0 mt-1">2</div>
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<div>
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<p class="font-medium text-gray-800">2024年12月3日</p>
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<p class="text-gray-700">广汽集团首次披露拟转让巨湾技研<strong class="text-blue-600">15.82%股权</strong>（广汽资本转让3%），总对价<strong class="text-blue-600">13.3亿元</strong>，引发市场对巨湾技研独立资本运作的猜想。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-blue-500 text-white rounded-full w-6 h-6 flex items-center justify-center text-xs mr-3 flex-shrink-0 mt-1">3</div>
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<div>
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<p class="font-medium text-gray-800">2025年政策催化</p>
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<p class="text-gray-700">广东省发布《促进海洋经济高质量发展条例》，提及"深海科技"与"新能源技术"协同，间接关联巨湾技研的储能技术应用场景。</p>
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</div>
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</div>
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</div>
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<h3 class="font-semibold text-lg text-gray-800 mb-3">时间轴</h3>
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<div class="relative pl-6 border-l-2 border-gray-200 space-y-4">
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="bg-gray-50 rounded-lg p-3">
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<p class="font-medium text-gray-800">2020年</p>
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<p class="text-gray-700">巨湾技研成立，广汽集团持股35%</p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="bg-gray-50 rounded-lg p-3">
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<p class="font-medium text-gray-800">2024年Q4</p>
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<p class="text-gray-700">广汽集团两次减持，释放股权流动性信号</p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="bg-gray-50 rounded-lg p-3">
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<p class="font-medium text-gray-800">2025年</p>
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<p class="text-gray-700">市场预期巨湾技研或启动IPO或引入战略投资者</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="card bg-white rounded-xl card-shadow mb-8">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 section-title">核心观点摘要</h2>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="bg-green-100 text-green-800 rounded-full p-2 mr-3 flex-shrink-0">
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<i class="fas fa-chart-line"></i>
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</div>
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<div>
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<h3 class="font-semibold text-gray-800">阶段判断</h3>
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<p class="text-gray-700">巨湾技研概念处于<strong class="text-green-600">"政策催化+股权变动"驱动的主题炒作初期</strong>，尚未进入业绩兑现阶段。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-blue-100 text-blue-800 rounded-full p-2 mr-3 flex-shrink-0">
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<i class="fas fa-bolt"></i>
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</div>
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<div>
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<h3 class="font-semibold text-gray-800">核心驱动力</h3>
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<p class="text-gray-700">广汽集团减持释放股权流动性，叠加XFC电池技术商业化落地（如广汽埃安车型配套）。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-purple-100 text-purple-800 rounded-full p-2 mr-3 flex-shrink-0">
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<i class="fas fa-rocket"></i>
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</div>
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<div>
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<h3 class="font-semibold text-gray-800">未来潜力</h3>
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<p class="text-gray-700">若巨湾技研独立上市或引入宁德时代等战投，估值有望对标固态电池龙头（当前一级市场估值约<strong class="text-purple-600">200亿元</strong>）。</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 概念的核心逻辑与市场认知分析 -->
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<div class="card bg-white rounded-xl card-shadow mb-8">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 section-title">核心逻辑与市场认知分析</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-6">
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<div class="bg-blue-50 rounded-lg p-4">
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<h3 class="font-semibold text-lg text-gray-800 mb-3 flex items-center">
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<i class="fas fa-lightbulb text-yellow-500 mr-2"></i>核心驱动力
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</h3>
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<ol class="space-y-2 list-decimal list-inside text-gray-700">
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<li><strong class="text-blue-600">技术突破</strong>：巨湾技研6C超快充电池可实现<strong>8分钟充电80%</strong>，技术参数领先宁德时代4C麒麟电池（10分钟充电80%）。</li>
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<li><strong class="text-blue-600">政策红利</strong>：2025年广东省"新能源+海洋经济"政策提及储能技术，巨湾技研的船舶/港口储能系统潜在订单被低估。</li>
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<li><strong class="text-blue-600">股权变动</strong>：广汽集团减持后，巨湾技研股权结构更市场化（当前广汽系持股降至<strong>35%以下</strong>），为后续资本运作铺路。</li>
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</ol>
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</div>
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<div class="bg-green-50 rounded-lg p-4">
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<h3 class="font-semibold text-lg text-gray-800 mb-3 flex items-center">
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<i class="fas fa-fire text-red-500 mr-2"></i>市场热度与情绪
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</h3>
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<div class="space-y-3 text-gray-700">
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<div>
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<p class="font-medium text-gray-800">新闻热度</p>
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<p>2024年12月广汽减持公告后，关联个股（如祥鑫科技、华锋股份）<strong class="text-green-600">3日内平均涨幅15%</strong>，但研报覆盖度极低（仅1篇深度报告提及）。</p>
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</div>
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<div>
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<p class="font-medium text-gray-800">情绪分歧</p>
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<p>部分投资者认为减持是"利空出尽"，另一部分担忧技术商业化进度（当前配套车型仅广汽埃安LX Plus，年销量<1万辆）。</p>
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</div>
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</div>
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</div>
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</div>
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<div class="bg-yellow-50 rounded-lg p-4">
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<h3 class="font-semibold text-lg text-gray-800 mb-3 flex items-center">
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<i class="fas fa-exclamation-triangle text-yellow-500 mr-2"></i>预期差分析
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</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div>
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<p class="font-medium text-gray-800 mb-2">市场忽略点</p>
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<p class="text-gray-700">巨湾技研的<strong class="text-yellow-600">储能业务</strong>（2024年订单<strong>5亿元</strong>，主要来自港口微电网）未被纳入估值模型。</p>
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</div>
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<div>
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<p class="font-medium text-gray-800 mb-2">矛盾点</p>
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<p class="text-gray-700">路演中星云股份称巨湾技研为"客户"，但2024年星云股份财报显示对其销售额为<strong class="text-yellow-600">0</strong>，可能存在订单延迟确认。</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="card bg-white rounded-xl card-shadow mb-8">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 section-title">关键催化剂与未来发展路径</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="bg-indigo-50 rounded-lg p-4">
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<h3 class="font-semibold text-lg text-gray-800 mb-3 flex items-center">
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<i class="fas fa-clock text-indigo-600 mr-2"></i>近期催化剂（3-6个月）
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</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="bg-indigo-100 text-indigo-800 rounded-full w-6 h-6 flex items-center justify-center text-xs mr-3 flex-shrink-0 mt-1">1</div>
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<div>
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<p class="font-medium text-gray-800">2025年Q2</p>
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<p class="text-gray-700">巨湾技研或发布<strong class="text-indigo-600">第二代XFC电池</strong>（能量密度提升至<strong>280Wh/kg</strong>，成本下降20%）。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-indigo-100 text-indigo-800 rounded-full w-6 h-6 flex items-center justify-center text-xs mr-3 flex-shrink-0 mt-1">2</div>
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<div>
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<p class="font-medium text-gray-800">2025年Q3</p>
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<p class="text-gray-700">广汽集团剩余股权处置方案落地（可能引入<strong class="text-indigo-600">宁德时代</strong>或<strong class="text-indigo-600">比亚迪</strong>战投）。</p>
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</div>
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</div>
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</div>
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</div>
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<div class="bg-purple-50 rounded-lg p-4">
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<h3 class="font-semibold text-lg text-gray-800 mb-3 flex items-center">
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<i class="fas fa-road text-purple-600 mr-2"></i>长期发展路径
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</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="bg-purple-100 text-purple-800 rounded-full w-6 h-6 flex items-center justify-center text-xs mr-3 flex-shrink-0 mt-1">1</div>
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<div>
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<p class="font-medium text-gray-800">2025-2026年</p>
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<p class="text-gray-700">配套车型扩展至广汽埃安全系（年销量目标<strong>10万辆</strong>），储能订单突破<strong>20亿元</strong>。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-purple-100 text-purple-800 rounded-full w-6 h-6 flex items-center justify-center text-xs mr-3 flex-shrink-0 mt-1">2</div>
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<div>
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<p class="font-medium text-gray-800">2027年</p>
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<p class="text-gray-700">独立上市（科创板或港股），估值对标卫蓝新能源（当前一级市场估值<strong>300亿元</strong>）。</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 产业链与核心公司深度剖析 -->
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<div class="card bg-white rounded-xl card-shadow mb-8">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 section-title">产业链与核心公司深度剖析</h2>
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<div class="mb-6">
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<h3 class="font-semibold text-lg text-gray-800 mb-3">产业链图谱</h3>
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<div class="bg-gray-50 rounded-lg p-4">
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<div class="flex flex-wrap justify-between items-center">
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<div class="text-center mb-4 md:mb-0">
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<div class="bg-blue-100 text-blue-800 rounded-lg p-3 mb-2">
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<i class="fas fa-industry text-2xl"></i>
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</div>
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<p class="font-medium text-gray-800">上游</p>
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<p class="text-sm text-gray-600">多氟多（电解液）<br>星云股份（检测设备）</p>
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</div>
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<div class="text-center mb-4 md:mb-0">
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<i class="fas fa-arrow-right text-gray-400 text-2xl"></i>
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</div>
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<div class="text-center mb-4 md:mb-0">
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<div class="bg-green-100 text-green-800 rounded-lg p-3 mb-2">
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<i class="fas fa-battery-full text-2xl"></i>
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</div>
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<p class="font-medium text-gray-800">中游</p>
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<p class="text-sm text-gray-600">巨湾技研（电芯）<br>→ 祥鑫科技（结构件）</p>
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</div>
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<div class="text-center mb-4 md:mb-0">
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<i class="fas fa-arrow-right text-gray-400 text-2xl"></i>
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</div>
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<div class="text-center">
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<div class="bg-purple-100 text-purple-800 rounded-lg p-3 mb-2">
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<i class="fas fa-car text-2xl"></i>
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</div>
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<p class="font-medium text-gray-800">下游</p>
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<p class="text-sm text-gray-600">广汽埃安（整车）<br>港口储能（广州港集团）</p>
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</div>
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</div>
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</div>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-gray-800 mb-3">核心玩家对比</h3>
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<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-gray-800 font-semibold border-b">公司</th>
|
||
<th class="py-3 px-4 text-left text-gray-800 font-semibold border-b">关联逻辑</th>
|
||
<th class="py-3 px-4 text-left text-gray-800 font-semibold border-b">竞争优势</th>
|
||
<th class="py-3 px-4 text-left text-gray-800 font-semibold border-b">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">祥鑫科技</td>
|
||
<td class="py-3 px-4 text-gray-700">合资设立广州巨湾新能源，持股<strong>30%</strong></td>
|
||
<td class="py-3 px-4 text-gray-700">绑定广汽+巨湾技研，结构件订单确定性高</td>
|
||
<td class="py-3 px-4 text-gray-700">过度依赖单一客户（广汽）</td>
|
||
</tr>
|
||
<tr class="border-b hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">华锋股份</td>
|
||
<td class="py-3 px-4 text-gray-700">共同出资6000万设立广东巨峰新能源</td>
|
||
<td class="py-3 px-4 text-gray-700">技术合作深度绑定，潜在股权增值</td>
|
||
<td class="py-3 px-4 text-gray-700">合资公司尚未盈利</td>
|
||
</tr>
|
||
<tr class="border-b hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">多氟多</td>
|
||
<td class="py-3 px-4 text-gray-700">子公司参与超快充电池包生产</td>
|
||
<td class="py-3 px-4 text-gray-700">电解液技术协同，成本优势</td>
|
||
<td class="py-3 px-4 text-gray-700">行业价格战压缩利润</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 bg-orange-50 rounded-lg p-4">
|
||
<h3 class="font-semibold text-lg text-gray-800 mb-3 flex items-center">
|
||
<i class="fas fa-search text-orange-600 mr-2"></i>验证与证伪
|
||
</h3>
|
||
<div class="space-y-3">
|
||
<div>
|
||
<p class="font-medium text-gray-800">祥鑫科技</p>
|
||
<p class="text-gray-700">2024年Q3财报显示"新能源结构件收入<strong>+120%</strong>"，但未单独披露巨湾技研订单，需跟踪2025年Q1财报。</p>
|
||
</div>
|
||
<div>
|
||
<p class="font-medium text-gray-800">星云股份</p>
|
||
<p class="text-gray-700">路演称"客户覆盖巨湾技研"，但2024年财报前五大客户无巨湾技研，存在<strong class="text-orange-600">订单延迟或规模较小</strong>风险。</p>
|
||
</div>
|
||
</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 text-gray-800 mb-4 section-title">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-lg p-4">
|
||
<div class="flex items-start">
|
||
<div class="bg-red-100 text-red-800 rounded-full p-2 mr-3 flex-shrink-0">
|
||
<i class="fas fa-microchip"></i>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-semibold text-gray-800">技术风险</h3>
|
||
<p class="text-gray-700">6C电池量产良率<strong><90%</strong>（当前实验室数据），可能影响广汽埃安车型交付。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-red-50 rounded-lg p-4">
|
||
<div class="flex items-start">
|
||
<div class="bg-red-100 text-red-800 rounded-full p-2 mr-3 flex-shrink-0">
|
||
<i class="fas fa-charging-station"></i>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-semibold text-gray-800">商业化风险</h3>
|
||
<p class="text-gray-700">超快充桩覆盖率不足（全国仅<strong>2000座</strong>），限制用户体验。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-red-50 rounded-lg p-4">
|
||
<div class="flex items-start">
|
||
<div class="bg-red-100 text-red-800 rounded-full p-2 mr-3 flex-shrink-0">
|
||
<i class="fas fa-file-invoice-dollar"></i>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-semibold text-gray-800">政策风险</h3>
|
||
<p class="text-gray-700">若2025年新能源汽车补贴退坡，XFC电池溢价能力或削弱。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-red-50 rounded-lg p-4">
|
||
<div class="flex items-start">
|
||
<div class="bg-red-100 text-red-800 rounded-full p-2 mr-3 flex-shrink-0">
|
||
<i class="fas fa-exclamation-circle"></i>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-semibold text-gray-800">信息矛盾</h3>
|
||
<p class="text-gray-700">广汽集团减持公告与路演中"巨湾技研2025年IPO"预期存在<strong>时间差</strong>（减持后需2年才能上市）。</p>
|
||
</div>
|
||
</div>
|
||
</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 text-gray-800 mb-4 section-title">综合结论与投资启示</h2>
|
||
|
||
<div class="space-y-6">
|
||
<div class="bg-gradient-to-r from-blue-50 to-indigo-50 rounded-lg p-5">
|
||
<h3 class="font-semibold text-lg text-gray-800 mb-3">阶段判断</h3>
|
||
<p class="text-gray-700">当前处于<strong class="text-blue-600">主题炒作→基本面验证过渡期</strong>，需跟踪2025年Q2技术发布会及广汽股权处置。</p>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-r from-green-50 to-emerald-50 rounded-lg p-5">
|
||
<h3 class="font-semibold text-lg text-gray-800 mb-3">最具价值环节</h3>
|
||
<p class="text-gray-700"><strong class="text-green-600">中游结构件</strong>（祥鑫科技）> <strong class="text-green-600">上游电解液</strong>（多氟多），因技术落地确定性高。</p>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-r from-purple-50 to-pink-50 rounded-lg p-5">
|
||
<h3 class="font-semibold text-lg text-gray-800 mb-3">关键跟踪指标</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<div class="bg-purple-100 text-purple-800 rounded-full w-6 h-6 flex items-center justify-center text-xs mr-3 flex-shrink-0 mt-1">1</div>
|
||
<p class="text-gray-700"><strong class="text-purple-600">巨湾技研2025年Q1储能订单</strong>（验证非车端应用）</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-purple-100 text-purple-800 rounded-full w-6 h-6 flex items-center justify-center text-xs mr-3 flex-shrink-0 mt-1">2</div>
|
||
<p class="text-gray-700"><strong class="text-purple-600">广汽埃安XFC车型销量</strong>（2025年月销需达<strong>5000辆</strong>才能支撑估值）</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-purple-100 text-purple-800 rounded-full w-6 h-6 flex items-center justify-center text-xs mr-3 flex-shrink-0 mt-1">3</div>
|
||
<p class="text-gray-700"><strong class="text-purple-600">宁德时代/比亚迪战投入股进展</strong>（股权变动催化）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-yellow-50 rounded-lg p-5 border-l-4 border-yellow-500">
|
||
<h3 class="font-semibold text-lg text-gray-800 mb-3 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-yellow-500 mr-2"></i>风险提示
|
||
</h3>
|
||
<p class="text-gray-700">若2025年Q2技术发布会无实质进展，概念或退潮，建议<strong class="text-yellow-600">逢高减仓</strong>。</p>
|
||
</div>
|
||
</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 text-gray-800 mb-4 section-title">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-gray-800 font-semibold border-b">股票</th>
|
||
<th class="py-3 px-4 text-left text-gray-800 font-semibold border-b">项目/客户/投资</th>
|
||
<th class="py-3 px-4 text-left text-gray-800 font-semibold border-b">产业链</th>
|
||
<th class="py-3 px-4 text-left text-gray-800 font-semibold border-b">合作公司</th>
|
||
<th class="py-3 px-4 text-left text-gray-800 font-semibold border-b">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">华锋股份(002806)</td>
|
||
<td class="py-3 px-4 text-gray-700">共同出资6000万设立广东巨峰新能源</td>
|
||
<td class="py-3 px-4 text-gray-700">XFC极速充电电池及高安全性储能器件研发与经营</td>
|
||
<td class="py-3 px-4 text-gray-700">巨湾技研</td>
|
||
<td class="py-3 px-4 text-gray-700">与巨湾技研共同出资设立合资公司，从事XFC极速充电电池及高安全性储能器件的研发和经营</td>
|
||
</tr>
|
||
<tr class="border-b hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">星云股份(300648)</td>
|
||
<td class="py-3 px-4 text-gray-700">客户：巨湾技研等锂电池厂家</td>
|
||
<td class="py-3 px-4 text-gray-700">锂电池生产及快速充电技术</td>
|
||
<td class="py-3 px-4 text-gray-700">-</td>
|
||
<td class="py-3 px-4 text-gray-700">客户覆盖巨湾技研等锂电池厂商，产品具备高功率快速充电能力</td>
|
||
</tr>
|
||
<tr class="border-b hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">祥鑫科技(002965)</td>
|
||
<td class="py-3 px-4 text-gray-700">供应汽车动力电池电芯结构件；合资设立广州巨湾新能源</td>
|
||
<td class="py-3 px-4 text-gray-700">动力电池电芯结构件制造及超快充电池生产</td>
|
||
<td class="py-3 px-4 text-gray-700">广汽集团、巨湾技研</td>
|
||
<td class="py-3 px-4 text-gray-700">为巨湾技研供应动力电池电芯结构件，并与广汽、巨湾技研合资生产超快充电池</td>
|
||
</tr>
|
||
<tr class="border-b hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">多氟多(002407)</td>
|
||
<td class="py-3 px-4 text-gray-700">合资设立广州巨湾新能源</td>
|
||
<td class="py-3 px-4 text-gray-700">超快充锂离子动力电池包及叠片电芯生产</td>
|
||
<td class="py-3 px-4 text-gray-700">广汽集团、巨湾技研</td>
|
||
<td class="py-3 px-4 text-gray-700">子公司与广汽、巨湾技研合资生产超快充动力电池包及叠片电芯</td>
|
||
</tr>
|
||
<tr class="border-b hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-800">广汽集团(601238)</td>
|
||
<td class="py-3 px-4 text-gray-700">投资：直接及间接持有巨湾技研约35%股份</td>
|
||
<td class="py-3 px-4 text-gray-700">电动汽车产业链布局</td>
|
||
<td class="py-3 px-4 text-gray-700">-</td>
|
||
<td class="py-3 px-4 text-gray-700">通过直接和间接持股投资巨湾技研，参与电池技术研发</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 添加平滑滚动效果
|
||
document.querySelectorAll('a[href^="#"]').forEach(anchor => {
|
||
anchor.addEventListener('click', function (e) {
|
||
e.preventDefault();
|
||
document.querySelector(this.getAttribute('href')).scrollIntoView({
|
||
behavior: 'smooth'
|
||
});
|
||
});
|
||
});
|
||
|
||
// 添加表格悬停效果
|
||
const tableRows = document.querySelectorAll('tbody tr');
|
||
tableRows.forEach(row => {
|
||
row.addEventListener('mouseenter', function() {
|
||
this.style.backgroundColor = '#f3f4f6';
|
||
});
|
||
row.addEventListener('mouseleave', function() {
|
||
this.style.backgroundColor = '';
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |