1167 lines
76 KiB
HTML
1167 lines
76 KiB
HTML
|
||
<!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>油气行业洞察报告</title>
|
||
<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" 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" rel="stylesheet" type="text/css" />
|
||
<script src="https://cdn.jsdelivr.net/npm/@tailwindcss/browser@4"></script>
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@5/themes.css" rel="stylesheet" type="text/css" />
|
||
<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||
<script src="https://cdnjs.cloudflare.com/ajax/libs/vanta/0.5.24/vanta.waves.min.js"></script>
|
||
<script src="https://cdnjs.cloudflare.com/ajax/libs/three.js/r134/three.min.js"></script>
|
||
<style>
|
||
@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
|
||
body {
|
||
font-family: 'Noto Sans SC', 'Inter', sans-serif;
|
||
}
|
||
.timeline-item::before {
|
||
content: '';
|
||
position: absolute;
|
||
left: 0;
|
||
top: 0.5rem;
|
||
width: 1rem;
|
||
height: 1rem;
|
||
border-radius: 50%;
|
||
background-color: #3B82F6;
|
||
border: 2px solid #fff;
|
||
box-shadow: 0 0 0 4px rgba(59, 130, 246, 0.2);
|
||
}
|
||
.timeline-line {
|
||
position: absolute;
|
||
left: 0.375rem;
|
||
top: 1.5rem;
|
||
bottom: -1rem;
|
||
width: 2px;
|
||
background-color: #E5E7EB;
|
||
}
|
||
.gradient-bg {
|
||
background: linear-gradient(135deg, #1e3a8a 0%, #0c4a6e 100%);
|
||
}
|
||
.card-hover {
|
||
transition: all 0.3s ease;
|
||
}
|
||
.card-hover:hover {
|
||
transform: translateY(-5px);
|
||
box-shadow: 0 10px 20px rgba(0, 0, 0, 0.1);
|
||
}
|
||
.table-container {
|
||
overflow-x: auto;
|
||
}
|
||
.table-container table {
|
||
min-width: 100%;
|
||
}
|
||
@media (max-width: 768px) {
|
||
.timeline-line {
|
||
left: 0.25rem;
|
||
}
|
||
.timeline-item::before {
|
||
left: -0.125rem;
|
||
}
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="bg-gray-50">
|
||
<!-- 背景效果 -->
|
||
<div id="vanta-bg" class="fixed inset-0 z-0"></div>
|
||
|
||
<!-- 主内容区 -->
|
||
<div class="relative z-10">
|
||
<!-- 标题区域 -->
|
||
<div class="gradient-bg text-white py-16 px-4">
|
||
<div class="max-w-6xl mx-auto">
|
||
<h1 class="text-4xl md:text-5xl font-bold mb-4">油气行业洞察报告</h1>
|
||
<p class="text-xl opacity-90">从政策驱动到基本面兑现的转型期分析</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 内容区域 -->
|
||
<div class="max-w-6xl mx-auto px-4 py-8">
|
||
<!-- 概念事件时间轴 -->
|
||
<div class="mb-12">
|
||
<h2 class="text-3xl font-bold mb-6 text-gray-800">概念事件时间轴</h2>
|
||
<div class="bg-white rounded-xl shadow-lg p-6">
|
||
<div class="relative pl-8">
|
||
<div class="timeline-line"></div>
|
||
|
||
<div class="timeline-item relative mb-8 pb-8">
|
||
<div class="ml-6">
|
||
<h3 class="text-lg font-semibold text-gray-800">2024-11-15</h3>
|
||
<p class="text-gray-600 font-medium">洲际油气涨停，油气股逆势拉升</p>
|
||
<p class="text-gray-500">市场对油价反弹预期升温</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="timeline-item relative mb-8 pb-8">
|
||
<div class="ml-6">
|
||
<h3 class="text-lg font-semibold text-gray-800">2025-01-16</h3>
|
||
<p class="text-gray-600 font-medium">塔里木盆地发现180km油气富集区</p>
|
||
<p class="text-gray-500">探明储量5556万吨油当量，国内增储上产逻辑强化</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="timeline-item relative mb-8 pb-8">
|
||
<div class="ml-6">
|
||
<h3 class="text-lg font-semibold text-gray-800">2025-03-13</h3>
|
||
<p class="text-gray-600 font-medium">塔里木油田超深层产量达1.5亿吨</p>
|
||
<p class="text-gray-500">占全国37%，技术突破验证超深层商业化可行性</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="timeline-item relative mb-8 pb-8">
|
||
<div class="ml-6">
|
||
<h3 class="text-lg font-semibold text-gray-800">2025-05-14</h3>
|
||
<p class="text-gray-600 font-medium">四川页岩气井垂深5300米刷新纪录</p>
|
||
<p class="text-gray-500">页岩气成为增产接替区</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="timeline-item relative mb-8 pb-8">
|
||
<div class="ml-6">
|
||
<h3 class="text-lg font-semibold text-gray-800">2025-04-28</h3>
|
||
<p class="text-gray-600 font-medium">国家能源局推进管网运销分离</p>
|
||
<p class="text-gray-500">民企准入放宽，市场化改革加速</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="timeline-item relative mb-8 pb-8">
|
||
<div class="ml-6">
|
||
<h3 class="text-lg font-semibold text-gray-800">2025-06-13</h3>
|
||
<p class="text-gray-600 font-medium">WTI原油单日涨9%</p>
|
||
<p class="text-gray-500">地缘冲突催化，油价β属性显现</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="timeline-item relative">
|
||
<div class="ml-6">
|
||
<h3 class="text-lg font-semibold text-gray-800">2025-06-24</h3>
|
||
<p class="text-gray-600 font-medium">油气股集体跌停</p>
|
||
<p class="text-gray-500">通源石油等跌停，市场对增产预期过度反应</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心观点摘要 -->
|
||
<div class="mb-12">
|
||
<h2 class="text-3xl font-bold mb-6 text-gray-800">核心观点摘要</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-white rounded-xl shadow-lg p-6 card-hover">
|
||
<div class="flex items-center mb-4">
|
||
<div class="bg-blue-100 p-3 rounded-lg mr-4">
|
||
<i class="fas fa-chart-line text-blue-600 text-xl"></i>
|
||
</div>
|
||
<h3 class="text-xl font-semibold text-gray-800">阶段判断</h3>
|
||
</div>
|
||
<p class="text-gray-600">油气概念处于"政策驱动+技术验证"向"基本面兑现"过渡期，短期受地缘冲突和OPEC+政策扰动，中长期由国内增储上产和深海/页岩气技术突破主导。</p>
|
||
</div>
|
||
|
||
<div class="bg-white rounded-xl shadow-lg p-6 card-hover">
|
||
<div class="flex items-center mb-4">
|
||
<div class="bg-green-100 p-3 rounded-lg mr-4">
|
||
<i class="fas fa-rocket text-green-600 text-xl"></i>
|
||
</div>
|
||
<h3 class="text-xl font-semibold text-gray-800">核心驱动力</h3>
|
||
</div>
|
||
<ul class="text-gray-600 space-y-2">
|
||
<li>• 国内能源安全政策强制增储（2025年目标原油产量2亿吨）</li>
|
||
<li>• 深海/页岩气技术降本（深水盈亏平衡线从62→43美元/桶）</li>
|
||
<li>• 高股息央企估值修复（中国海油H股PE仅5.2倍）</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心逻辑与市场认知分析 -->
|
||
<div class="mb-12">
|
||
<h2 class="text-3xl font-bold mb-6 text-gray-800">核心逻辑与市场认知分析</h2>
|
||
<div class="bg-white rounded-xl shadow-lg p-6">
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">核心驱动力拆解</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<div class="border-l-4 border-blue-500 pl-4">
|
||
<h4 class="font-semibold text-gray-800 mb-2">政策端</h4>
|
||
<ul class="text-gray-600 space-y-1 text-sm">
|
||
<li>• "十四五"规划明确海洋油气新增产量占全国60%</li>
|
||
<li>• 新疆/塔里木/四川等区块通过"市场化招标"引入民企</li>
|
||
</ul>
|
||
</div>
|
||
<div class="border-l-4 border-green-500 pl-4">
|
||
<h4 class="font-semibold text-gray-800 mb-2">技术端</h4>
|
||
<ul class="text-gray-600 space-y-1 text-sm">
|
||
<li>• 深海装备国产化：中国海油"海基二号"导管架作业水深324米</li>
|
||
<li>• 页岩气深井技术：四川盆地5300米垂深井突破</li>
|
||
</ul>
|
||
</div>
|
||
<div class="border-l-4 border-purple-500 pl-4">
|
||
<h4 class="font-semibold text-gray-800 mb-2">成本端</h4>
|
||
<ul class="text-gray-600 space-y-1 text-sm">
|
||
<li>• 美国页岩油盈亏平衡油价升至50美元/桶</li>
|
||
<li>• 中国深海项目成本优势凸显（中国海油桶油成本28.8美元）</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">市场热度与情绪</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-gray-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-gray-800 mb-2">研报密度</h4>
|
||
<p class="text-gray-600">2024Q2-Q3广发/国信/中信证券发布15篇深度报告，聚焦"央企高股息+技术突破"。</p>
|
||
</div>
|
||
<div class="bg-gray-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-gray-800 mb-2">资金行为</h4>
|
||
<p class="text-gray-600">2025年6月油价暴跌时，中国海油H股获南向资金连续3日净买入超10亿港元，显示长线资金抄底。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">预期差分析</h3>
|
||
<div class="overflow-x-auto">
|
||
<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">市场共识</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">潜在预期差</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">数据来源</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">美国页岩油增产压制油价</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-900">中国深海/页岩气增量可对冲（2025年中海油计划增产至820百万桶）</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">中国海油路演</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">新能源替代长期利空</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-900">天然气作为过渡能源需求增速>原油（2040年全球天然气需求CAGR 1.5% vs 原油0.5%）</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">IEA 2025报告</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">三桶油成长性不足</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-900">圭亚那Stabroek区块2027年峰值产量120万桶/日（中海油持股25%）</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">埃克森美孚公告</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 催化剂与路径 -->
|
||
<div class="mb-12">
|
||
<h2 class="text-3xl font-bold mb-6 text-gray-800">催化剂与路径</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-white rounded-xl shadow-lg p-6">
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">近期催化剂（3-6个月）</h3>
|
||
<ul class="space-y-3">
|
||
<li class="flex items-start">
|
||
<div class="bg-blue-100 rounded-full p-1 mt-1 mr-3">
|
||
<i class="fas fa-oil-can text-blue-600 text-xs"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium text-gray-800">OPEC+12月会议</h4>
|
||
<p class="text-sm text-gray-600">若延长减产，布伦特油价或重返80-85美元（国信化工预测）</p>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<div class="bg-green-100 rounded-full p-1 mt-1 mr-3">
|
||
<i class="fas fa-industry text-green-600 text-xs"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium text-gray-800">新疆页岩油示范区验收</h4>
|
||
<p class="text-sm text-gray-600">吉木萨尔百万吨级项目2025Q4达产，验证陆相页岩油商业化</p>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<div class="bg-purple-100 rounded-full p-1 mt-1 mr-3">
|
||
<i class="fas fa-water text-purple-600 text-xs"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium text-gray-800">深海一号二期投产</h4>
|
||
<p class="text-sm text-gray-600">陵水25-1气田2025年10月投产，新增天然气20亿方/年</p>
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-white rounded-xl shadow-lg p-6">
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">长期路径（2025-2030）</h3>
|
||
<div class="flex flex-col items-center">
|
||
<div class="relative w-full">
|
||
<div class="flex justify-between mb-8">
|
||
<div class="text-center">
|
||
<div class="bg-blue-500 text-white rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
|
||
<span class="text-sm font-bold">2025</span>
|
||
</div>
|
||
<p class="text-sm text-gray-600">技术验证</p>
|
||
</div>
|
||
<div class="text-center">
|
||
<div class="bg-green-500 text-white rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
|
||
<span class="text-sm font-bold">2026-27</span>
|
||
</div>
|
||
<p class="text-sm text-gray-600">产能释放</p>
|
||
</div>
|
||
<div class="text-center">
|
||
<div class="bg-purple-500 text-white rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
|
||
<span class="text-sm font-bold">2028-30</span>
|
||
</div>
|
||
<p class="text-sm text-gray-600">成本曲线下移</p>
|
||
</div>
|
||
</div>
|
||
<div class="absolute top-8 left-8 right-8 h-1 bg-gray-300 z-0"></div>
|
||
<div class="absolute top-8 left-8 w-1/3 h-1 bg-blue-500 z-10"></div>
|
||
<div class="absolute top-8 left-1/3 w-1/3 h-1 bg-green-500 z-10"></div>
|
||
<div class="absolute top-8 left-2/3 w-1/3 h-1 bg-purple-500 z-10"></div>
|
||
</div>
|
||
<div class="mt-8 bg-gray-100 rounded-lg p-4 w-full">
|
||
<p class="text-center text-gray-700 font-medium">深海/页岩气占比 > 50%</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司 -->
|
||
<div class="mb-12">
|
||
<h2 class="text-3xl font-bold mb-6 text-gray-800">产业链与核心公司</h2>
|
||
<div class="bg-white rounded-xl shadow-lg p-6">
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">产业链图谱</h3>
|
||
<div class="flex flex-wrap justify-center gap-4">
|
||
<div class="bg-blue-50 rounded-lg p-4 text-center min-w-[150px]">
|
||
<i class="fas fa-drum-steel-barrel text-blue-600 text-2xl mb-2"></i>
|
||
<h4 class="font-semibold text-gray-800">上游</h4>
|
||
<p class="text-sm text-gray-600">资源开采</p>
|
||
<p class="text-xs text-gray-500 mt-1">中国海油/中国石油</p>
|
||
</div>
|
||
<div class="bg-green-50 rounded-lg p-4 text-center min-w-[150px]">
|
||
<i class="fas fa-cogs text-green-600 text-2xl mb-2"></i>
|
||
<h4 class="font-semibold text-gray-800">中游</h4>
|
||
<p class="text-sm text-gray-600">油服工程</p>
|
||
<p class="text-xs text-gray-500 mt-1">中海油服/杰瑞股份</p>
|
||
</div>
|
||
<div class="bg-purple-50 rounded-lg p-4 text-center min-w-[150px]">
|
||
<i class="fas fa-industry text-purple-600 text-2xl mb-2"></i>
|
||
<h4 class="font-semibold text-gray-800">下游</h4>
|
||
<p class="text-sm text-gray-600">炼化销售</p>
|
||
<p class="text-xs text-gray-500 mt-1">中国石化/恒力石化</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full 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">公司</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">核心逻辑</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">2025E产量增速</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险点</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">中国海油</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">深海技术龙头+圭亚那资产</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-900 font-semibold">7% CAGR</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">海外政治风险（圭亚那）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">中国石油</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">新疆页岩油+天然气改革</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-900 font-semibold">5% CAGR</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">炼化板块拖累</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">杰瑞股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">电驱压裂设备出海中东</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-900 font-semibold">订单+50% YoY</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">北美市场依赖度30%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">中海油服</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">FPSO订单饱满（2025年7艘）</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-900 font-semibold">收入+25% YoY</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">设备利用率不足</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险 -->
|
||
<div class="mb-12">
|
||
<h2 class="text-3xl font-bold mb-6 text-gray-800">潜在风险</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<div class="bg-white rounded-xl shadow-lg p-6 card-hover">
|
||
<div class="flex items-center mb-4">
|
||
<div class="bg-red-100 p-3 rounded-lg mr-4">
|
||
<i class="fas fa-exclamation-triangle text-red-600 text-xl"></i>
|
||
</div>
|
||
<h3 class="text-xl font-semibold text-gray-800">技术风险</h3>
|
||
</div>
|
||
<p class="text-gray-600">超深层钻井井控失败率（塔里木油田2024年事故率0.3% vs 全球均值0.1%）</p>
|
||
</div>
|
||
|
||
<div class="bg-white rounded-xl shadow-lg p-6 card-hover">
|
||
<div class="flex items-center mb-4">
|
||
<div class="bg-orange-100 p-3 rounded-lg mr-4">
|
||
<i class="fas fa-balance-scale text-orange-600 text-xl"></i>
|
||
</div>
|
||
<h3 class="text-xl font-semibold text-gray-800">政策风险</h3>
|
||
</div>
|
||
<p class="text-gray-600">美国若取消伊朗制裁，或释放100万桶/日供给（占全球需求1%）</p>
|
||
</div>
|
||
|
||
<div class="bg-white rounded-xl shadow-lg p-6 card-hover">
|
||
<div class="flex items-center mb-4">
|
||
<div class="bg-yellow-100 p-3 rounded-lg mr-4">
|
||
<i class="fas fa-info-circle text-yellow-600 text-xl"></i>
|
||
</div>
|
||
<h3 class="text-xl font-semibold text-gray-800">信息矛盾</h3>
|
||
</div>
|
||
<p class="text-gray-600">路演称"美国页岩油资本开支放缓"，但EOG 2025年计划增产5%（需跟踪实际执行）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 结论与投资启示 -->
|
||
<div class="mb-12">
|
||
<h2 class="text-3xl font-bold mb-6 text-gray-800">结论与投资启示</h2>
|
||
<div class="bg-white rounded-xl shadow-lg p-6">
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-3">阶段判断</h3>
|
||
<div class="bg-blue-50 rounded-lg p-4">
|
||
<p class="text-gray-700">从"主题炒作"（2024年地缘冲突）转向"基本面驱动"（2025年产能释放）</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-3">高价值方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="border-l-4 border-blue-500 pl-4 bg-gray-50 rounded-r-lg p-4">
|
||
<h4 class="font-semibold text-gray-800 mb-2">深海装备链</h4>
|
||
<ul class="text-gray-600 space-y-1 text-sm">
|
||
<li>• 海油工程（FPSO订单23.88亿元）</li>
|
||
<li>• 中海油服（全球钻井平台市占率15%）</li>
|
||
</ul>
|
||
</div>
|
||
<div class="border-l-4 border-green-500 pl-4 bg-gray-50 rounded-r-lg p-4">
|
||
<h4 class="font-semibold text-gray-800 mb-2">高股息央企</h4>
|
||
<ul class="text-gray-600 space-y-1 text-sm">
|
||
<li>• 中国海油H股（股息率12%+回购）</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-3">跟踪指标</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<div class="bg-blue-100 rounded-full p-1 mt-1 mr-3">
|
||
<i class="fas fa-chart-bar text-blue-600 text-xs"></i>
|
||
</div>
|
||
<p class="text-gray-700">中国海油月度产量（2025年目标820百万桶）</p>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<div class="bg-green-100 rounded-full p-1 mt-1 mr-3">
|
||
<i class="fas fa-dollar-sign text-green-600 text-xs"></i>
|
||
</div>
|
||
<p class="text-gray-700">新疆页岩油单桶成本（需降至45美元以下）</p>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<div class="bg-purple-100 rounded-full p-1 mt-1 mr-3">
|
||
<i class="fas fa-percentage text-purple-600 text-xs"></i>
|
||
</div>
|
||
<p class="text-gray-700">OPEC+实际减产执行率（当前120% vs 协议100%）</p>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="mb-12">
|
||
<h2 class="text-3xl font-bold mb-6 text-gray-800">关联股票数据</h2>
|
||
|
||
<!-- 油气(240419) -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">油气(240419)</h3>
|
||
<div class="bg-white rounded-xl shadow-lg overflow-hidden">
|
||
<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</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">细分领域</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">通源石油</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油气开发</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">射孔</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">上游开发</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">4月19日油气股普涨，WTI原油价格上涨2.8%，公司作为射孔领域代表企业受益</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">贝肯能源</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油气开发</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">钻井</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">上游开发</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">当日涨停，受益于油气开发板块整体上涨，钻井业务直接受益于原油开采需求提升</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">中曼石油</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油气开发</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">钻井/油气销售</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">上游开发+下游销售</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">同时布局钻井工程与油气销售，双轮驱动受益于原油价格上涨周期</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">中海油服</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油气开发</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">钻井</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">上游服务</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">海上钻井服务龙头，原油价格上涨带动海洋油气开发投资增加</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">石化油服</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油气开发</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">钻井</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">上游服务</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">综合型油服企业，钻井业务量随油气公司资本开支同步增长</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">准油股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油气开发</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">工程服务</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">上游服务</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">新疆区域油服龙头，工程服务订单随油气开采活跃度提升</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">惠博普</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油气开发</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">工程服务</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">上游服务</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">油气田工程服务提供商，受益于国内油气增储上产政策</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">海油工程</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油气开发</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">工程服务</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">上游服务</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">海洋油气工程总承包商，海上油气开发投资加大直接利好</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">博迈科</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油气开发</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">工程服务</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">上游服务</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国际油气工程模块化建造专家，海外项目交付量提升</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">中油工程</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油气开发</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">工程服务</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">上游服务</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">全产业链工程服务商，国内油气管网建设提速带动订单增长</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">仁智股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油气开发</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">工程服务</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">上游服务</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">特色钻井液技术服务商，页岩气开发技术需求增加</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">海默科技</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油气开发</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">装备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">上游设备</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">多相流量计龙头，油气田数字化改造带来设备更新需求</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">新锦动力</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油气开发</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">装备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">上游设备</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">油气田特种车辆制造商，非常规油气开采设备需求增长</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">石化机械</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油气开发</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">装备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">上游设备</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">三机两泵核心供应商，页岩气压裂设备需求持续放量</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">杰瑞股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油气开发</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">装备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">上游设备</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">全球油气设备TOP10，北美页岩气设备订单显著增长</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">神开股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油气开发</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">装备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">上游设备</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">防喷器专业制造商，海洋油气装备国产化替代加速</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">潜能恒信</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油气开采</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">开采</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">上游开采</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">新疆塔城油气田开采企业，原油价格上涨直接增厚利润</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">首华燃气</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油气开采</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">开采</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">上游开采</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">山西煤层气开采项目产能释放，气价上涨提升盈利空间</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">中国海油</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油气开采</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">开采</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">上游开采</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国内最大海上油气生产商，原油价格上涨直接提升业绩</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">蓝焰控股</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油气开采</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">开采</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">上游开采</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">山西煤层气开采龙头，碳中和背景下非常规天然气需求增长</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">新潮能源</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油气开采</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">开采</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">上游开采</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">美国页岩油资产持有者，WTI原油上涨直接提升资产价值</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">中国石油</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油气销售</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">销售</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">下游销售</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国内油气销售双寡头之一，油价上涨带动炼化利润改善</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">和顺石油</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油气销售</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">销售</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">下游销售</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">民营成品油零售企业，油价上涨提升批零价差利润</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">泰山石油</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油气销售</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">销售</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">下游销售</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">山东成品油销售区域龙头，加油站网络价值重估</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">广聚能源</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油气销售</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">销售</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">下游销售</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">珠三角成品油仓储销售企业，区域供需格局改善</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">美能能源</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油气销售</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">销售</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">下游销售</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">城市燃气运营商，气价上涨带动居民用气利润提升</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">洪通燃气</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油气销售</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">销售</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">下游销售</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">新疆LNG加注站运营商，交通用气需求复苏</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">海油发展</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油运</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">运输</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">中游运输</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">海上油气运输专业服务商，VLCC运力需求增长</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">中国石化</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">石化</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">炼化</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">下游炼化</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国内最大炼化企业，油价上涨带动化工品价差扩大</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">博汇股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">石化</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">炼化</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">下游炼化</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">特种油品加工企业，高附加值产品占比提升</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">恒力石化</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">石化</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">炼化</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">下游炼化</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">民营炼化一体化龙头，PX-PTA产业链景气度回升</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 油气（240419）@用户贡献 -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">油气（240419）@用户贡献</h3>
|
||
<div class="bg-white rounded-xl shadow-lg overflow-hidden">
|
||
<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</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">项目/业务类型</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产业链位置</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">通源石油</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">展井口气回收业务</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">上游资源开发</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国际油价上涨及中东地缘政治风险推高油气行业景气度</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">潜能恒信</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">勘探开发一体化小型油气工程服务</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油气勘探开发</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国际油价上涨及中东地缘政治风险推高油气行业景气度</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">美能能源</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">天然气销售与设施设备安装</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">中游储运及下游分销</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国际油价上涨及中东地缘政治风险推高油气行业景气度</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">洪通燃气</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">天然气专业运营</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">中游储运及下游分销</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国际油价上涨及中东地缘政治风险推高油气行业景气度</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">贝肯能源</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">一体化钻井工程技术服务</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油气勘探开发</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国际油价上涨及中东地缘政治风险推高油气行业景气度</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">海默科技</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">多相计量产品、压裂泵液力端</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油气设备制造</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国际油价上涨及中东地缘政治风险推高油气行业景气度</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">首华燃气</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">天然气开发和销售</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">上游资源开发及下游分销</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国际油价上涨及中东地缘政治风险推高油气行业景气度</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">准油股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油田动态监测、井下技术作业、连续油管作业</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油气开采服务</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国际油价上涨及中东地缘政治风险推高油气行业景气度</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">新锦动力</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">子公司天然气行业和市政工程设计资质</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">工程设计与技术服务</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国际油价上涨及中东地缘政治风险推高油气行业景气度</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">凯添燃气</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">燃气生产和供应及智能燃气表、调压装置</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">中游储运及下游分销</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国际油价上涨及中东地缘政治风险推高油气行业景气度</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">博迈科</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">海洋油气开发</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">海洋油气工程</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国际油价上涨及中东地缘政治风险推高油气行业景气度</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">惠博普</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油气资源开发业务</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">上游资源开发</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国际油价上涨及中东地缘政治风险推高油气行业景气度</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">润邦股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">高端不锈钢汽化装置、LNG不锈钢储罐</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">LNG储运设备制造</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国际油价上涨及中东地缘政治风险推高油气行业景气度</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">泰山石油</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">成品油销售</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">下游成品油分销</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国际油价上涨及中东地缘政治风险推高油气行业景气度</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">胜通能源</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">LNG采购、运输和销售</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">LNG全产业链</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国际油价上涨及中东地缘政治风险推高油气行业景气度</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">中曼石油</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">高端石油装备制造</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油气设备制造</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国际油价上涨及中东地缘政治风险推高油气行业景气度</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">东方环宇</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">CNG汽车加气、居民生活用气</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">城市燃气分销</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国际油价上涨及中东地缘政治风险推高油气行业景气度</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">德石股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">井下动力钻具等井下工具及井口装置</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油气开采设备制造</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国际油价上涨及中东地缘政治风险推高油气行业景气度</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">和顺石油</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">加油站连锁经营</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">成品油零售</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国际油价上涨及中东地缘政治风险推高油气行业景气度</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">海油发展</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">天然气保供、LNG运输</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">LNG储运及分销</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">国际油价上涨及中东地缘政治风险推高油气行业景气度</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 石油(250613) -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">石油(250613)</h3>
|
||
<div class="bg-white rounded-xl shadow-lg overflow-hidden">
|
||
<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</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">相关业务/项目</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">中国石油</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">原油</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">A股储量第一，2024年探明储量185.52亿桶油当量</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">储量数据及行业地位</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">中国海油</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">原油</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">A股储量第二，2024年探明储量72.7亿桶油当量</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">储量数据及行业地位</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">中国石化</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">原油</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">A股储量第三，2024年探明储量39.42亿桶油当量</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">储量数据及行业地位</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">中曼石油</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">原油</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">石油地质储量规划项目19.41亿吨（2025年调研）</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">项目规划及储量目标</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">洲际油气</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">原油</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">力争新增探明储量10亿桶当量油气（2025年公告）</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">储量增长目标</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">ST新潮</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">原油</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">已探明1.5亿桶油当量（2022年互动）</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">储量数据</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">泰山石油</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">成品油</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2024年收入31.6亿元，占收入95.58%</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">收入占比及业务结构</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">和顺石油</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">成品油</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2024年收入27.71亿元，占收入98.55%</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">收入占比及业务结构</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">国际实业</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">成品油</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2024年收入17.74亿元，占收入68.87%</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">收入占比及业务结构</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">广聚能源</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">成品油</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2024年收入15.07亿元，占收入76.22%</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">收入占比及业务结构</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">新潮动力</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">勘探</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2024年勘探设备收入4.27亿元</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">设备收入及业务方向</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">山东墨龙</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">勘探</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2024年钻采设备收入13.56亿元</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">设备收入及业务方向</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">石化机械</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">钻采</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2024年钻头及钻具7.98亿元</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">设备收入及业务方向</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">石化油服</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">钻采</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2024年钻井服务收入101.78亿元</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">服务收入及业务方向</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">中海油服</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">钻采</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2024年钻井服务收入132.07亿元</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">服务收入及业务方向</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">中曼石油</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">钻采</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2024年钻井工程相关收入17.45亿元</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">工程收入及业务方向</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">通源石油</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">钻采</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2024年钻采设备收入4.07亿元</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">设备收入及业务方向</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">神开股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">钻采</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2024年钻采设备收入2.84亿元</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">设备收入及业务方向</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">杰瑞股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2024年油气相关设备收入91.8亿元，占收入68.74%</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">收入占比及设备业务</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">常宝股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2024年油套管收入22.23亿元，占收入39.02%</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">收入占比及设备业务</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">博隆技术</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2024年气力输送系统收入11.56亿元，占收入99.96%</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">收入占比及设备业务</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">迪威尔</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2024年油气生产系统专用件8.36亿元，占收入74.41%</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">收入占比及设备业务</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">海锅股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2024年油气装备锻件5.53亿元，占收入41.41%</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">收入占比及设备业务</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">海默科技</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2024年多相流量计等收入2.20亿元，占收入36.61%</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">收入占比及设备业务</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">蓝科高新</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">海洋石油生产领域油水分离器市场占有率国内第一</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">市场地位及设备类型</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">杰瑞股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">工程服务</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2024年油田工程及服务收入19.93亿元</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">服务收入及业务方向</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">博迈科</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">工程服务</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2024年海洋油气资源开发模块23.88亿元</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">项目收入及业务方向</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">惠博普</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">工程服务</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2024年油田工程及服务收入19.93亿元</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">服务收入及业务方向</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">海油发展</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">工程服务</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2024年能源物流及技术服务合计收入449亿元</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">收入规模及业务方向</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">中海油服</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">工程服务</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2024年油田技术服务收入276.55亿元</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">服务收入及业务方向</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">仁智股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">工程服务</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2024年油田技术服务收入0.55亿元</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">服务收入及业务方向</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">潜能恒信</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">开采</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2024年油气开采收入4.71亿元</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">开采收入及业务方向</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">准油股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">开采</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2024年油气开采收入3.42亿元</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">开采收入及业务方向</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">中油工程</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">开采</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2024年油田地面工程收入314.37亿元</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">工程收入及业务方向</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">海油工程</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">开采</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2024年海洋油气工程收入271.7亿元</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">工程收入及业务方向</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">杰瑞股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">开采</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2024年油气工程收入32.93亿元</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">工程收入及业务方向</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">博迈科</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">开采</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2024年海洋油气资源开发模块23.88亿元</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">项目收入及业务方向</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">惠博普</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">开采</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2024年油田工程及服务收入19.93亿元</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">服务收入及业务方向</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">科力股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">北交所</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油田生产技术服务</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">业务类型</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">优机股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">北交所</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">油气化工流体控制设备</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">设备类型</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化Vanta.js背景效果
|
||
document.addEventListener('DOMContentLoaded', function() {
|
||
VANTA.WAVES({
|
||
el: "#vanta-bg",
|
||
mouseControls: true,
|
||
touchControls: true,
|
||
gyroControls: false,
|
||
minHeight: 200.00,
|
||
minWidth: 200.00,
|
||
scale: 1.00,
|
||
scaleMobile: 1.00,
|
||
color: 0x1e3a8a,
|
||
shininess: 30.00,
|
||
waveHeight: 10.00,
|
||
waveSpeed: 0.75,
|
||
zoom: 0.65
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |