595 lines
30 KiB
HTML
595 lines
30 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>环保行业洞察报告</title>
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
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<!-- Font Awesome Icons -->
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- Tailwind CSS -->
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Noto Sans SC', 'Inter', sans-serif;
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}
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.timeline-dot {
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position: relative;
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}
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.timeline-dot::before {
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content: '';
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position: absolute;
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width: 16px;
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height: 16px;
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border-radius: 50%;
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background-color: #10b981;
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top: 50%;
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left: 50%;
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transform: translate(-50%, -50%);
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z-index: 2;
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}
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.timeline-line {
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position: absolute;
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width: 2px;
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background-color: #d1fae5;
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top: 0;
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bottom: 0;
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left: 50%;
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transform: translateX(-50%);
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z-index: 1;
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}
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.gradient-bg {
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background: linear-gradient(135deg, #f0fdf4 0%, #dcfce7 100%);
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}
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.card-hover {
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transition: all 0.3s ease;
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}
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.card-hover:hover {
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transform: translateY(-5px);
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box-shadow: 0 10px 25px -5px rgba(0, 0, 0, 0.1), 0 10px 10px -5px rgba(0, 0, 0, 0.04);
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}
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.table-container {
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overflow-x: auto;
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}
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@media (max-width: 768px) {
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.timeline-line {
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left: 20px;
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}
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.timeline-dot::before {
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left: 20px;
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}
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}
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</style>
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</head>
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<body class="gradient-bg min-h-screen">
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold text-green-800 mb-4">环保行业洞察报告</h1>
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<p class="text-lg text-green-700 max-w-3xl mx-auto">
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环保行业正处于"政策红利兑现+商业模式升级"的关键拐点，从"工程驱动"转向"运营+资源循环"双轮驱动
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</p>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold text-green-800 mb-6 flex items-center">
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<i class="fas fa-clock mr-3 text-green-600"></i>概念事件时间轴
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</h2>
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<div class="relative">
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<div class="timeline-line hidden md:block"></div>
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<div class="space-y-8">
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<div class="flex flex-col md:flex-row items-start">
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<div class="w-full md:w-1/2 md:pr-8 md:text-right mb-4 md:mb-0">
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<div class="bg-green-50 p-4 rounded-lg">
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<h3 class="font-bold text-green-700">2023年7月</h3>
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<p class="text-sm text-gray-700">中央首次提出"一揽子化债方案"，明确化解地方债务风险，环保行业因ToG业务占比高成为直接受益领域</p>
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</div>
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</div>
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<div class="timeline-dot hidden md:block"></div>
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<div class="w-full md:w-1/2 md:pl-8"></div>
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</div>
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<div class="flex flex-col md:flex-row items-start">
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<div class="w-full md:w-1/2 md:pr-8"></div>
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<div class="timeline-dot hidden md:block"></div>
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<div class="w-full md:w-1/2 md:pl-8">
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<div class="bg-green-50 p-4 rounded-lg">
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<h3 class="font-bold text-green-700">2024年8月</h3>
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<p class="text-sm text-gray-700">国务院发布《关于加快经济社会发展全面绿色转型的意见》，提出2030年节能环保产业规模达15万亿元</p>
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</div>
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</div>
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</div>
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<div class="flex flex-col md:flex-row items-start">
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<div class="w-full md:w-1/2 md:pr-8 md:text-right mb-4 md:mb-0">
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<div class="bg-green-50 p-4 rounded-lg">
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<h3 class="font-bold text-green-700">2024年10月</h3>
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<p class="text-sm text-gray-700">财政部宣布"一次性增加债务限额置换隐性债务"，环保PPP项目回款加速预期升温</p>
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</div>
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</div>
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<div class="timeline-dot hidden md:block"></div>
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<div class="w-full md:w-1/2 md:pl-8"></div>
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</div>
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<div class="flex flex-col md:flex-row items-start">
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<div class="w-full md:w-1/2 md:pr-8"></div>
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<div class="timeline-dot hidden md:block"></div>
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<div class="w-full md:w-1/2 md:pl-8">
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<div class="bg-green-50 p-4 rounded-lg">
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<h3 class="font-bold text-green-700">2025年3月</h3>
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<p class="text-sm text-gray-700">全国碳市场扩容至钢铁、水泥、铝冶炼，碳监测需求爆发</p>
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</div>
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</div>
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</div>
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<div class="flex flex-col md:flex-row items-start">
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<div class="w-full md:w-1/2 md:pr-8 md:text-right mb-4 md:mb-0">
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<div class="bg-green-50 p-4 rounded-lg">
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<h3 class="font-bold text-green-700">2025年5月</h3>
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<p class="text-sm text-gray-700">广州、深圳等地水价上调，水务资产盈利模型重构</p>
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</div>
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</div>
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<div class="timeline-dot hidden md:block"></div>
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<div class="w-full md:w-1/2 md:pl-8"></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="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold text-green-800 mb-6 flex items-center">
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<i class="fas fa-lightbulb mr-3 text-green-600"></i>核心观点摘要
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</h2>
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<div class="bg-green-50 border-l-4 border-green-500 p-4 mb-4">
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<p class="text-gray-700">
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环保行业正处于<strong class="text-green-700">"政策红利兑现+商业模式升级"</strong>的关键拐点：
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</p>
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<ul class="list-disc pl-6 mt-2 space-y-1">
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<li><strong class="text-green-700">短期</strong>（3-6个月）：化债政策落地将直接改善现金流，应收账款占比高的公司将迎来估值修复</li>
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<li><strong class="text-green-700">中长期</strong>：从"工程驱动"转向"运营+资源循环"双轮驱动，垃圾焚烧+IDC协同、再生水市场化、碳监测设备将成为核心增长极</li>
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</ul>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-8">
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<div class="bg-white rounded-xl shadow-lg p-6 card-hover">
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<h2 class="text-2xl font-bold text-green-800 mb-4 flex items-center">
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<i class="fas fa-cogs mr-3 text-green-600"></i>核心驱动力
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</h2>
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<div class="space-y-4">
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<div class="bg-green-50 p-4 rounded-lg">
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<h3 class="font-bold text-green-700 mb-2">政策端</h3>
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<ul class="list-disc pl-5 text-sm text-gray-700 space-y-1">
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<li>化债（特殊再融资债券）</li>
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<li>绿色转型（15万亿产业目标）</li>
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<li>碳市场扩容（新增3大行业）</li>
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</ul>
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</div>
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<div class="bg-green-50 p-4 rounded-lg">
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<h3 class="font-bold text-green-700 mb-2">商业模式升级</h3>
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<ul class="list-disc pl-5 text-sm text-gray-700 space-y-1">
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<li>垃圾焚烧：从"补贴依赖"转向"绿电+供热"盈利</li>
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<li>水务：水价市场化改革推动ROE提升</li>
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<li>资源循环：再生金属、生物柴油打开第二曲线</li>
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</ul>
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</div>
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</div>
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</div>
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<div class="bg-white rounded-xl shadow-lg p-6 card-hover">
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<h2 class="text-2xl font-bold text-green-800 mb-4 flex items-center">
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<i class="fas fa-chart-line mr-3 text-green-600"></i>市场热度与预期差
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</h2>
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<div class="space-y-4">
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<div class="bg-green-50 p-4 rounded-lg">
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<h3 class="font-bold text-green-700 mb-2">市场热度</h3>
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<ul class="list-disc pl-5 text-sm text-gray-700 space-y-1">
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<li>研报密集度：2024Q4以来，广发、长江等机构发布20+篇深度报告</li>
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<li>资金动向：2025Q1公募基金环保持仓比例仅0.23%（标配1.04%）</li>
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</ul>
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</div>
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<div class="bg-green-50 p-4 rounded-lg">
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<h3 class="font-bold text-green-700 mb-2">预期差分析</h3>
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<ul class="list-disc pl-5 text-sm text-gray-700 space-y-1">
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<li>技术溢价：龙净环保的"零碳矿山"方案将环保业务估值提升</li>
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<li>政策弹性：碳监测设备2025年市场规模或达150亿元</li>
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</ul>
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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="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold text-green-800 mb-6 flex items-center">
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<i class="fas fa-rocket mr-3 text-green-600"></i>关键催化剂与未来发展路径
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-xl font-bold text-green-700 mb-4">近期催化剂（3-6个月）</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-green-100 rounded-full p-2 mr-3 mt-1">
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<i class="fas fa-coins text-green-600 text-sm"></i>
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</div>
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<div>
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<h4 class="font-bold text-gray-800">化债资金落地</h4>
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<p class="text-sm text-gray-600">2025年6月前首批特殊再融资债券发行，碧水源减值冲回或增厚利润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-green-100 rounded-full p-2 mr-3 mt-1">
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<i class="fas fa-leaf text-green-600 text-sm"></i>
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</div>
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<div>
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<h4 class="font-bold text-gray-800">碳市场扩容</h4>
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<p class="text-sm text-gray-600">2025年7月钢铁/水泥/铝行业纳入碳市场，监测设备订单或翻倍</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-green-100 rounded-full p-2 mr-3 mt-1">
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<i class="fas fa-tint text-green-600 text-sm"></i>
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</div>
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<div>
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<h4 class="font-bold text-gray-800">水价改革</h4>
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<p class="text-sm text-gray-600">广州、深圳调价示范效应，水务公司2025年利润弹性15%+</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="text-xl font-bold text-green-700 mb-4">长期路径（2025-2030）</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-green-100 rounded-full p-2 mr-3 mt-1">
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<i class="fas fa-calendar-alt text-green-600 text-sm"></i>
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</div>
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<div>
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<h4 class="font-bold text-gray-800">2025-2026</h4>
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<p class="text-sm text-gray-600">运营资产价值重估（垃圾焚烧分红率从40%提至70%，水务ROE升至12%）</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-green-100 rounded-full p-2 mr-3 mt-1">
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<i class="fas fa-recycle text-green-600 text-sm"></i>
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</div>
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<div>
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<h4 class="font-bold text-gray-800">2027-2030</h4>
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<p class="text-sm text-gray-600">资源循环成为主力（再生金属市场规模5万亿，生物柴油替代10%航煤）</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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<!-- 产业链与核心公司深度剖析 -->
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<div class="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold text-green-800 mb-6 flex items-center">
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<i class="fas fa-sitemap mr-3 text-green-600"></i>产业链与核心公司深度剖析
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</h2>
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<div class="mb-6">
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<h3 class="text-xl font-bold text-green-700 mb-4">产业链图谱</h3>
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<div class="flex flex-wrap justify-center gap-4">
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<div class="bg-green-50 px-4 py-2 rounded-lg text-center">
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<div class="font-bold text-green-700">上游</div>
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<div class="text-sm text-gray-600">设备、监测仪器</div>
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</div>
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<div class="bg-green-100 px-4 py-2 rounded-lg text-center">
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<div class="font-bold text-green-700">中游</div>
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<div class="text-sm text-gray-600">运营、水务</div>
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</div>
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<div class="bg-green-50 px-4 py-2 rounded-lg text-center">
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<div class="font-bold text-green-700">下游</div>
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<div class="text-sm text-gray-600">绿电消纳、碳交易</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="text-xl font-bold text-green-700 mb-4">核心玩家对比</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-white border border-gray-200">
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<thead>
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<tr class="bg-green-50">
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<th class="py-2 px-4 border-b text-left text-green-700">公司</th>
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<th class="py-2 px-4 border-b text-left text-green-700">核心逻辑</th>
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<th class="py-2 px-4 border-b text-left text-green-700">数据验证</th>
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<th class="py-2 px-4 border-b text-left text-green-700">风险点</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td class="py-2 px-4 border-b font-medium">瀚蓝环境</td>
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<td class="py-2 px-4 border-b text-sm">垃圾焚烧+IDC协同</td>
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<td class="py-2 px-4 border-b text-sm">2024年现金流+43%，分红率45%→60%</td>
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<td class="py-2 px-4 border-b text-sm">项目落地不及预期</td>
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</tr>
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<tr>
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<td class="py-2 px-4 border-b font-medium">伟明环保</td>
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<td class="py-2 px-4 border-b text-sm">印尼高冰镍4万吨投产</td>
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<td class="py-2 px-4 border-b text-sm">2025年PE仅9倍，镍价上涨弹性大</td>
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<td class="py-2 px-4 border-b text-sm">印尼政策风险</td>
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</tr>
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<tr>
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<td class="py-2 px-4 border-b font-medium">洪城环境</td>
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<td class="py-2 px-4 border-b text-sm">南昌水价上调30%</td>
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<td class="py-2 px-4 border-b text-sm">2024Q1净利润+62%</td>
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<td class="py-2 px-4 border-b text-sm">地方政府支付延迟</td>
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</tr>
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<tr>
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<td class="py-2 px-4 border-b font-medium">聚光科技</td>
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<td class="py-2 px-4 border-b text-sm">碳监测设备龙头</td>
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<td class="py-2 px-4 border-b text-sm">2025年订单目标20亿</td>
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<td class="py-2 px-4 border-b text-sm">技术路线竞争</td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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</div>
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<!-- 潜在风险与挑战 -->
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<div class="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold text-green-800 mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3 text-green-600"></i>潜在风险与挑战
|
||
</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white border border-gray-200">
|
||
<thead>
|
||
<tr class="bg-green-50">
|
||
<th class="py-2 px-4 border-b text-left text-green-700">风险类型</th>
|
||
<th class="py-2 px-4 border-b text-left text-green-700">具体表现</th>
|
||
<th class="py-2 px-4 border-b text-left text-green-700">案例</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-medium">技术风险</td>
|
||
<td class="py-2 px-4 border-b text-sm">碳监测技术路线未定（红外vs激光）</td>
|
||
<td class="py-2 px-4 border-b text-sm">聚光科技vs雪迪龙竞争</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-medium">商业化风险</td>
|
||
<td class="py-2 px-4 border-b text-sm">生物柴油SAF认证延迟</td>
|
||
<td class="py-2 px-4 border-b text-sm">卓越新能2025年产能利用率<50%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-medium">政策风险</td>
|
||
<td class="py-2 px-4 border-b text-sm">化债资金分配不均（弱财政省份优先）</td>
|
||
<td class="py-2 px-4 border-b text-sm">碧水源云南项目回款仍滞后</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-medium">信息矛盾</td>
|
||
<td class="py-2 px-4 border-b text-sm">研报预测水务ROE12%，但武汉控股2024Q1仅8%</td>
|
||
<td class="py-2 px-4 border-b text-sm">需验证调价幅度与成本传导效率</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold text-green-800 mb-6 flex items-center">
|
||
<i class="fas fa-flag-checkered mr-3 text-green-600"></i>综合结论与投资启示
|
||
</h2>
|
||
<div class="bg-green-50 border-l-4 border-green-500 p-4 mb-6">
|
||
<p class="text-gray-700 mb-3">
|
||
<strong class="text-green-700">阶段判断</strong>：环保已从"主题炒作"进入<strong class="text-green-700">"基本面+政策"双轮驱动阶段</strong>，化债和碳市场是核心变量。
|
||
</p>
|
||
<p class="text-gray-700">
|
||
<strong class="text-green-700">最具价值方向</strong>：
|
||
</p>
|
||
<ol class="list-decimal pl-6 mt-2 space-y-1">
|
||
<li><strong class="text-green-700">高股息运营资产</strong>：洪城环境（水价改革）、瀚蓝环境（垃圾焚烧+IDC）</li>
|
||
<li><strong class="text-green-700">技术溢价赛道</strong>：聚光科技（碳监测）、龙净环保（紫金绿电协同）</li>
|
||
</ol>
|
||
</div>
|
||
|
||
<div class="bg-green-50 p-4 rounded-lg">
|
||
<h3 class="font-bold text-green-700 mb-3">关键跟踪指标</h3>
|
||
<ul class="list-disc pl-5 text-sm text-gray-700 space-y-1">
|
||
<li><strong class="text-green-700">化债进度</strong>：碧水源/盈峰环境应收账款周转天数是否降至180天以内</li>
|
||
<li><strong class="text-green-700">碳监测订单</strong>：聚光科技2025年新签是否突破20亿元（2024年8亿）</li>
|
||
<li><strong class="text-green-700">水价弹性</strong>：洪城环境2025年净利润增速是否持续>15%</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="mt-6 text-center">
|
||
<div class="inline-block bg-green-600 text-white px-6 py-3 rounded-lg font-bold">
|
||
环保行业正在复制2016年PPP后的"戴维斯双击"，但这次的主角是现金流和分红，而非单纯的项目扩张
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<div class="bg-white rounded-xl shadow-lg p-6 card-hover">
|
||
<h2 class="text-2xl font-bold text-green-800 mb-6 flex items-center">
|
||
<i class="fas fa-table mr-3 text-green-600"></i>关联股票
|
||
</h2>
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-white border border-gray-200">
|
||
<thead>
|
||
<tr class="bg-green-50">
|
||
<th class="py-3 px-4 border-b text-left text-green-700">股票名称</th>
|
||
<th class="py-3 px-4 border-b text-left text-green-700">行业</th>
|
||
<th class="py-3 px-4 border-b text-left text-green-700">项目/市占率</th>
|
||
<th class="py-3 px-4 border-b text-left text-green-700">产业链</th>
|
||
<th class="py-3 px-4 border-b text-left text-green-700">投资理由</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-green-50">
|
||
<td class="py-3 px-4 border-b font-medium">正和生态</td>
|
||
<td class="py-3 px-4 border-b text-sm">生态修复</td>
|
||
<td class="py-3 px-4 border-b text-sm">环保类业务</td>
|
||
<td class="py-3 px-4 border-b text-sm">生态修复</td>
|
||
<td class="py-3 px-4 border-b text-sm">环保类业务营收占比99%，国务院发布美丽中国建设意见</td>
|
||
</tr>
|
||
<tr class="hover:bg-green-50">
|
||
<td class="py-3 px-4 border-b font-medium">大千生态</td>
|
||
<td class="py-3 px-4 border-b text-sm">生态修复</td>
|
||
<td class="py-3 px-4 border-b text-sm">环保类业务</td>
|
||
<td class="py-3 px-4 border-b text-sm">生态修复</td>
|
||
<td class="py-3 px-4 border-b text-sm">环保类业务营收占比79%，国务院发布美丽中国建设意见</td>
|
||
</tr>
|
||
<tr class="hover:bg-green-50">
|
||
<td class="py-3 px-4 border-b font-medium">华东生态</td>
|
||
<td class="py-3 px-4 border-b text-sm">生态修复</td>
|
||
<td class="py-3 px-4 border-b text-sm">环保类业务</td>
|
||
<td class="py-3 px-4 border-b text-sm">生态修复</td>
|
||
<td class="py-3 px-4 border-b text-sm">环保类业务营收占比95%，国务院发布美丽中国建设意见</td>
|
||
</tr>
|
||
<tr class="hover:bg-green-50">
|
||
<td class="py-3 px-4 border-b font-medium">节能铁汉</td>
|
||
<td class="py-3 px-4 border-b text-sm">生态修复</td>
|
||
<td class="py-3 px-4 border-b text-sm">环保类业务</td>
|
||
<td class="py-3 px-4 border-b text-sm">生态修复</td>
|
||
<td class="py-3 px-4 border-b text-sm">环保类业务营收占比88%，国务院发布美丽中国建设意见</td>
|
||
</tr>
|
||
<tr class="hover:bg-green-50">
|
||
<td class="py-3 px-4 border-b font-medium">绿茵生态</td>
|
||
<td class="py-3 px-4 border-b text-sm">生态修复</td>
|
||
<td class="py-3 px-4 border-b text-sm">环保类业务</td>
|
||
<td class="py-3 px-4 border-b text-sm">生态修复</td>
|
||
<td class="py-3 px-4 border-b text-sm">环保类业务营收占比99%，国务院发布美丽中国建设意见</td>
|
||
</tr>
|
||
<tr class="hover:bg-green-50">
|
||
<td class="py-3 px-4 border-b font-medium">东方园林</td>
|
||
<td class="py-3 px-4 border-b text-sm">生态修复</td>
|
||
<td class="py-3 px-4 border-b text-sm">环保类业务</td>
|
||
<td class="py-3 px-4 border-b text-sm">生态修复</td>
|
||
<td class="py-3 px-4 border-b text-sm">环保类业务营收占比88%，国务院发布美丽中国建设意见</td>
|
||
</tr>
|
||
<tr class="hover:bg-green-50">
|
||
<td class="py-3 px-4 border-b font-medium">蒙草生态</td>
|
||
<td class="py-3 px-4 border-b text-sm">生态修复</td>
|
||
<td class="py-3 px-4 border-b text-sm">环保类业务</td>
|
||
<td class="py-3 px-4 border-b text-sm">生态修复</td>
|
||
<td class="py-3 px-4 border-b text-sm">环保类业务营收占比98%，国务院发布美丽中国建设意见</td>
|
||
</tr>
|
||
<tr class="hover:bg-green-50">
|
||
<td class="py-3 px-4 border-b font-medium">北控水务集团</td>
|
||
<td class="py-3 px-4 border-b text-sm">水处理</td>
|
||
<td class="py-3 px-4 border-b text-sm">2022年市占率7.7%</td>
|
||
<td class="py-3 px-4 border-b text-sm">水务处理</td>
|
||
<td class="py-3 px-4 border-b text-sm">国务院发布美丽中国建设意见</td>
|
||
</tr>
|
||
<tr class="hover:bg-green-50">
|
||
<td class="py-3 px-4 border-b font-medium">首创环保</td>
|
||
<td class="py-3 px-4 border-b text-sm">水处理</td>
|
||
<td class="py-3 px-4 border-b text-sm">2022年市占率3.5%</td>
|
||
<td class="py-3 px-4 border-b text-sm">水务处理</td>
|
||
<td class="py-3 px-4 border-b text-sm">国务院发布美丽中国建设意见</td>
|
||
</tr>
|
||
<tr class="hover:bg-green-50">
|
||
<td class="py-3 px-4 border-b font-medium">龙净环保</td>
|
||
<td class="py-3 px-4 border-b text-sm">大气治理</td>
|
||
<td class="py-3 px-4 border-b text-sm">脱硫/脱硝/除尘</td>
|
||
<td class="py-3 px-4 border-b text-sm">大气治理</td>
|
||
<td class="py-3 px-4 border-b text-sm">脱硫14%/脱硝18%/除尘46%，国务院发布美丽中国建设意见</td>
|
||
</tr>
|
||
<tr class="hover:bg-green-50">
|
||
<td class="py-3 px-4 border-b font-medium">清新环境</td>
|
||
<td class="py-3 px-4 border-b text-sm">大气治理</td>
|
||
<td class="py-3 px-4 border-b text-sm">脱硫/脱硝/除尘</td>
|
||
<td class="py-3 px-4 border-b text-sm">大气治理</td>
|
||
<td class="py-3 px-4 border-b text-sm">脱硫18%/脱硝2%/除尘1%，国务院发布美丽中国建设意见</td>
|
||
</tr>
|
||
<tr class="hover:bg-green-50">
|
||
<td class="py-3 px-4 border-b font-medium">盈峰环境</td>
|
||
<td class="py-3 px-4 border-b text-sm">环卫车辆</td>
|
||
<td class="py-3 px-4 border-b text-sm">2022年环卫车辆市占率29%</td>
|
||
<td class="py-3 px-4 border-b text-sm">环保设备</td>
|
||
<td class="py-3 px-4 border-b text-sm">国务院发布美丽中国建设意见</td>
|
||
</tr>
|
||
<tr class="hover:bg-green-50">
|
||
<td class="py-3 px-4 border-b font-medium">宇通重工</td>
|
||
<td class="py-3 px-4 border-b text-sm">环卫车辆</td>
|
||
<td class="py-3 px-4 border-b text-sm">2022年环卫车辆市占率29%</td>
|
||
<td class="py-3 px-4 border-b text-sm">环保设备</td>
|
||
<td class="py-3 px-4 border-b text-sm">国务院发布美丽中国建设意见</td>
|
||
</tr>
|
||
<tr class="hover:bg-green-50">
|
||
<td class="py-3 px-4 border-b font-medium">福龙马</td>
|
||
<td class="py-3 px-4 border-b text-sm">环卫车辆</td>
|
||
<td class="py-3 px-4 border-b text-sm">2022年环卫车辆市占率7%</td>
|
||
<td class="py-3 px-4 border-b text-sm">环保设备</td>
|
||
<td class="py-3 px-4 border-b text-sm">国务院发布美丽中国建设意见</td>
|
||
</tr>
|
||
<tr class="hover:bg-green-50">
|
||
<td class="py-3 px-4 border-b font-medium">聚光科技</td>
|
||
<td class="py-3 px-4 border-b text-sm">环境监测</td>
|
||
<td class="py-3 px-4 border-b text-sm">-</td>
|
||
<td class="py-3 px-4 border-b text-sm">环保设备</td>
|
||
<td class="py-3 px-4 border-b text-sm">国务院发布美丽中国建设意见</td>
|
||
</tr>
|
||
<tr class="hover:bg-green-50">
|
||
<td class="py-3 px-4 border-b font-medium">华光环能</td>
|
||
<td class="py-3 px-4 border-b text-sm">节能设备</td>
|
||
<td class="py-3 px-4 border-b text-sm">-</td>
|
||
<td class="py-3 px-4 border-b text-sm">环保设备</td>
|
||
<td class="py-3 px-4 border-b text-sm">国务院发布美丽中国建设意见</td>
|
||
</tr>
|
||
<tr class="hover:bg-green-50">
|
||
<td class="py-3 px-4 border-b font-medium">侨银股份</td>
|
||
<td class="py-3 px-4 border-b text-sm">环卫服务</td>
|
||
<td class="py-3 px-4 border-b text-sm">-</td>
|
||
<td class="py-3 px-4 border-b text-sm">环保服务</td>
|
||
<td class="py-3 px-4 border-b text-sm">国务院发布美丽中国建设意见</td>
|
||
</tr>
|
||
<tr class="hover:bg-green-50">
|
||
<td class="py-3 px-4 border-b font-medium">浙富控股</td>
|
||
<td class="py-3 px-4 border-b text-sm">资源化</td>
|
||
<td class="py-3 px-4 border-b text-sm">-</td>
|
||
<td class="py-3 px-4 border-b text-sm">资源回收</td>
|
||
<td class="py-3 px-4 border-b text-sm">国务院发布美丽中国建设意见</td>
|
||
</tr>
|
||
<tr class="hover:bg-green-50">
|
||
<td class="py-3 px-4 border-b font-medium">海南橡胶</td>
|
||
<td class="py-3 px-4 border-b text-sm">林业碳汇</td>
|
||
<td class="py-3 px-4 border-b text-sm">林地1934万亩</td>
|
||
<td class="py-3 px-4 border-b text-sm">碳中和</td>
|
||
<td class="py-3 px-4 border-b text-sm">国务院发布美丽中国建设意见</td>
|
||
</tr>
|
||
<tr class="hover:bg-green-50">
|
||
<td class="py-3 px-4 border-b font-medium">华银电力</td>
|
||
<td class="py-3 px-4 border-b text-sm">碳交易所</td>
|
||
<td class="py-3 px-4 border-b text-sm">参股深圳碳排放交易所</td>
|
||
<td class="py-3 px-4 border-b text-sm">碳中和</td>
|
||
<td class="py-3 px-4 border-b text-sm">国务院发布美丽中国建设意见</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 添加页面加载动画
|
||
document.addEventListener('DOMContentLoaded', function() {
|
||
const cards = document.querySelectorAll('.card-hover');
|
||
cards.forEach((card, index) => {
|
||
setTimeout(() => {
|
||
card.style.opacity = '0';
|
||
card.style.transform = 'translateY(20px)';
|
||
card.style.transition = 'all 0.5s ease';
|
||
|
||
setTimeout(() => {
|
||
card.style.opacity = '1';
|
||
card.style.transform = 'translateY(0)';
|
||
}, 100);
|
||
}, index * 100);
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |