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vf_react/public/htmls/石墨.html
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<!DOCTYPE html>
<html lang="zh-CN">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>石墨概念深度分析 - 从周期到科技的估值重塑</title>
<script src="https://cdn.tailwindcss.com"></script>
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet" type="text/css" />
<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
<style>
@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap');
* {
font-family: 'Inter', sans-serif;
}
body {
background: linear-gradient(135deg, #0f172a 0%, #1e293b 50%, #0f172a 100%);
min-height: 100vh;
}
.glass-effect {
background: rgba(30, 41, 59, 0.5);
backdrop-filter: blur(10px);
border: 1px solid rgba(148, 163, 184, 0.1);
}
.neon-glow {
box-shadow: 0 0 20px rgba(59, 130, 246, 0.5);
}
.timeline-line {
background: linear-gradient(180deg, #3b82f6 0%, #8b5cf6 100%);
}
.hover-scale {
transition: all 0.3s ease;
}
.hover-scale:hover {
transform: scale(1.02);
}
.gradient-text {
background: linear-gradient(135deg, #3b82f6 0%, #8b5cf6 100%);
-webkit-background-clip: text;
-webkit-text-fill-color: transparent;
}
.card-glow:hover {
box-shadow: 0 10px 40px rgba(59, 130, 246, 0.3);
}
.table-scroll {
overflow-x: auto;
}
@media (max-width: 768px) {
.table-scroll {
overflow-x: scroll;
}
}
.pulse-dot {
animation: pulse 2s infinite;
}
@keyframes pulse {
0% {
box-shadow: 0 0 0 0 rgba(59, 130, 246, 0.7);
}
70% {
box-shadow: 0 0 0 10px rgba(59, 130, 246, 0);
}
100% {
box-shadow: 0 0 0 0 rgba(59, 130, 246, 0);
}
}
.chart-container {
position: relative;
height: 300px;
width: 100%;
}
</style>
</head>
<body class="text-gray-100">
<!-- Header -->
<header class="glass-effect sticky top-0 z-50 border-b border-gray-700">
<div class="container mx-auto px-4 py-4">
<div class="flex items-center justify-between">
<div class="flex items-center space-x-4">
<div class="w-10 h-10 bg-gradient-to-br from-blue-500 to-purple-600 rounded-lg flex items-center justify-center">
<i class="fas fa-layer-group text-white"></i>
</div>
<h1 class="text-2xl font-bold gradient-text">石墨概念深度分析</h1>
</div>
<div class="flex items-center space-x-2">
<span class="badge badge-info">251012</span>
<span class="badge badge-success">科技成长</span>
</div>
</div>
</div>
</header>
<!-- Main Content -->
<main class="container mx-auto px-4 py-8">
<!-- 核心观点摘要 -->
<section class="mb-12">
<div class="glass-effect rounded-2xl p-8 card-glow">
<div class="flex items-center mb-6">
<div class="w-12 h-12 bg-gradient-to-br from-blue-500 to-cyan-500 rounded-xl flex items-center justify-center mr-4">
<i class="fas fa-lightbulb text-white text-xl"></i>
</div>
<h2 class="text-2xl font-bold">核心观点摘要</h2>
</div>
<div class="grid md:grid-cols-2 gap-6">
<div class="bg-gradient-to-br from-blue-900/30 to-purple-900/30 rounded-xl p-6 border border-blue-500/20">
<h3 class="text-lg font-semibold mb-3 text-blue-300">
<i class="fas fa-chart-line mr-2"></i>估值重塑
</h3>
<p class="text-gray-300 leading-relaxed">
从传统负极材料的"周期品"向特种石墨和石墨烯的"成长科技品"转变,核心驱动力在于技术突破和国产替代。
</p>
</div>
<div class="bg-gradient-to-br from-purple-900/30 to-pink-900/30 rounded-xl p-6 border border-purple-500/20">
<h3 class="text-lg font-semibold mb-3 text-purple-300">
<i class="fas fa-rocket mr-2"></i>投资主线
</h3>
<p class="text-gray-300 leading-relaxed">
半导体、新能源、消费电子等领域的战略价值使其成为具备高成长潜力的投资主线。
</p>
</div>
</div>
</div>
</section>
<!-- 概念事件时间轴 -->
<section class="mb-12">
<div class="glass-effect rounded-2xl p-8">
<div class="flex items-center mb-8">
<div class="w-12 h-12 bg-gradient-to-br from-purple-500 to-pink-500 rounded-xl flex items-center justify-center mr-4">
<i class="fas fa-clock-rotate-left text-white text-xl"></i>
</div>
<h2 class="text-2xl font-bold">概念事件时间轴</h2>
</div>
<div class="relative">
<div class="absolute left-8 top-0 bottom-0 w-0.5 timeline-line"></div>
<div class="space-y-8">
<div class="relative flex items-start hover-scale">
<div class="absolute left-6 w-5 h-5 bg-blue-500 rounded-full pulse-dot"></div>
<div class="ml-16 glass-effect rounded-xl p-6 border border-blue-500/30">
<div class="flex items-center mb-2">
<span class="text-blue-400 font-semibold">2024年10月28日</span>
<span class="ml-3 badge badge-sm badge-info">资产注入预期</span>
</div>
<p class="text-gray-300">新华锦集团碳化硅等静压石墨项目打破国外"卡脖子"技术垄断</p>
</div>
</div>
<div class="relative flex items-start hover-scale">
<div class="absolute left-6 w-5 h-5 bg-purple-500 rounded-full pulse-dot"></div>
<div class="ml-16 glass-effect rounded-xl p-6 border border-purple-500/30">
<div class="flex items-center mb-2">
<span class="text-purple-400 font-semibold">2024年11月28日</span>
<span class="ml-3 badge badge-sm badge-warning">概念集中引爆</span>
</div>
<ul class="text-gray-300 space-y-1">
<li>• 河南中原石墨烯实验室揭牌</li>
<li>• 华为Mate X6采用超高导热石墨烯散热</li>
<li>• 券商密集发布研报量化市场空间达30亿元</li>
</ul>
</div>
</div>
<div class="relative flex items-start hover-scale">
<div class="absolute left-6 w-5 h-5 bg-pink-500 rounded-full pulse-dot"></div>
<div class="ml-16 glass-effect rounded-xl p-6 border border-pink-500/30">
<div class="flex items-center mb-2">
<span class="text-pink-400 font-semibold">2025年10月9日</span>
<span class="ml-3 badge badge-sm badge-error">政策节点</span>
</div>
<p class="text-gray-300">商务部宣布对锂电池及人造石墨负极材料实施出口管制</p>
</div>
</div>
</div>
</div>
</div>
</section>
<!-- 核心驱动力 -->
<section class="mb-12">
<div class="glass-effect rounded-2xl p-8">
<div class="flex items-center mb-8">
<div class="w-12 h-12 bg-gradient-to-br from-cyan-500 to-teal-500 rounded-xl flex items-center justify-center mr-4">
<i class="fas fa-gears text-white text-xl"></i>
</div>
<h2 class="text-2xl font-bold">核心驱动力分析</h2>
</div>
<div class="grid md:grid-cols-3 gap-6">
<div class="bg-gradient-to-br from-cyan-900/30 to-blue-900/30 rounded-xl p-6 border border-cyan-500/20 hover-scale">
<div class="text-3xl mb-4">🔬</div>
<h3 class="text-lg font-semibold mb-3 text-cyan-300">技术突破</h3>
<ul class="text-sm text-gray-400 space-y-2">
<li>• 高品质石墨薄膜</li>
<li>• 可控手性石墨烯卷</li>
<li>• 多孔石墨烯薄膜</li>
<li>• 华为商业化验证</li>
</ul>
</div>
<div class="bg-gradient-to-br from-emerald-900/30 to-cyan-900/30 rounded-xl p-6 border border-emerald-500/20 hover-scale">
<div class="text-3xl mb-4">🏭</div>
<h3 class="text-lg font-semibold mb-3 text-emerald-300">国产替代</h3>
<ul class="text-sm text-gray-400 space-y-2">
<li>• 半导体等静压石墨</li>
<li>• 军工关键材料</li>
<li>• 政策支持</li>
<li>• 实验室建设</li>
</ul>
</div>
<div class="bg-gradient-to-br from-violet-900/30 to-purple-900/30 rounded-xl p-6 border border-violet-500/20 hover-scale">
<div class="text-3xl mb-4">📱</div>
<h3 class="text-lg font-semibold mb-3 text-violet-300">需求升级</h3>
<ul class="text-sm text-gray-400 space-y-2">
<li>• 消费电子散热</li>
<li>• 新能源电池</li>
<li>• 半导体热场</li>
<li>• 光伏耗材</li>
</ul>
</div>
</div>
</div>
</section>
<!-- 产业链图谱 -->
<section class="mb-12">
<div class="glass-effect rounded-2xl p-8">
<div class="flex items-center mb-8">
<div class="w-12 h-12 bg-gradient-to-br from-indigo-500 to-blue-600 rounded-xl flex items-center justify-center mr-4">
<i class="fas fa-sitemap text-white text-xl"></i>
</div>
<h2 class="text-2xl font-bold">产业链图谱</h2>
</div>
<div class="grid md:grid-cols-3 gap-4">
<div class="bg-gradient-to-br from-indigo-900/30 to-blue-900/30 rounded-xl p-6 text-center">
<h3 class="text-xl font-semibold mb-4 text-indigo-300">上游</h3>
<div class="space-y-3">
<div class="glass-effect rounded-lg p-3">
<i class="fas fa-mountain text-indigo-400 mr-2"></i>
<span class="text-sm">石墨矿</span>
</div>
<div class="glass-effect rounded-lg p-3">
<i class="fas fa-oil-can text-blue-400 mr-2"></i>
<span class="text-sm">石油焦/沥青焦</span>
</div>
</div>
</div>
<div class="bg-gradient-to-br from-purple-900/30 to-pink-900/30 rounded-xl p-6 text-center">
<h3 class="text-xl font-semibold mb-4 text-purple-300">中游</h3>
<div class="space-y-3">
<div class="glass-effect rounded-lg p-3">
<i class="fas fa-microchip text-purple-400 mr-2"></i>
<span class="text-sm">负极材料</span>
</div>
<div class="glass-effect rounded-lg p-3">
<i class="fas fa-atom text-pink-400 mr-2"></i>
<span class="text-sm">特种石墨</span>
</div>
<div class="glass-effect rounded-lg p-3">
<i class="fas fa-network-wired text-cyan-400 mr-2"></i>
<span class="text-sm">石墨烯材料</span>
</div>
</div>
</div>
<div class="bg-gradient-to-br from-emerald-900/30 to-teal-900/30 rounded-xl p-6 text-center">
<h3 class="text-xl font-semibold mb-4 text-emerald-300">下游</h3>
<div class="space-y-3">
<div class="glass-effect rounded-lg p-3">
<i class="fas fa-battery-full text-emerald-400 mr-2"></i>
<span class="text-sm">锂电池</span>
</div>
<div class="glass-effect rounded-lg p-3">
<i class="fas fa-mobile-alt text-teal-400 mr-2"></i>
<span class="text-sm">消费电子</span>
</div>
<div class="glass-effect rounded-lg p-3">
<i class="fas fa-server text-cyan-400 mr-2"></i>
<span class="text-sm">半导体</span>
</div>
</div>
</div>
</div>
</div>
</section>
<!-- 核心公司数据表格 -->
<section class="mb-12">
<div class="glass-effect rounded-2xl p-8">
<div class="flex items-center mb-8">
<div class="w-12 h-12 bg-gradient-to-br from-amber-500 to-orange-500 rounded-xl flex items-center justify-center mr-4">
<i class="fas fa-table text-white text-xl"></i>
</div>
<h2 class="text-2xl font-bold">核心公司数据</h2>
</div>
<div class="table-scroll">
<table class="w-full text-sm">
<thead>
<tr class="border-b border-gray-700">
<th class="text-left p-4 font-semibold text-amber-400">股票名称</th>
<th class="text-left p-4 font-semibold text-amber-400">产业链环节</th>
<th class="text-left p-4 font-semibold text-amber-400">核心项目/业务</th>
<th class="text-left p-4 font-semibold text-amber-400">关键数据</th>
<th class="text-left p-4 font-semibold text-amber-400">投资逻辑</th>
</tr>
</thead>
<tbody>
<tr class="border-b border-gray-800 hover:bg-gray-800/30 transition-colors">
<td class="p-4 font-medium text-blue-400">星球石墨</td>
<td class="p-4">中游(设备)</td>
<td class="p-4">"材料-设备-系统-服务"一体化</td>
<td class="p-4">氯碱合成炉市占率>80%</td>
<td class="p-4"><span class="badge badge-success">卖水人逻辑</span></td>
</tr>
<tr class="border-b border-gray-800 hover:bg-gray-800/30 transition-colors">
<td class="p-4 font-medium text-blue-400">宁新新材</td>
<td class="p-4">中游(特种材料)</td>
<td class="p-4">特种石墨及制品</td>
<td class="p-4">H1收入占比87.21%</td>
<td class="p-4"><span class="badge badge-info">国产替代</span></td>
</tr>
<tr class="border-b border-gray-800 hover:bg-gray-800/30 transition-colors">
<td class="p-4 font-medium text-blue-400">尚太科技</td>
<td class="p-4">中游(负极材料)</td>
<td class="p-4">负极材料一体化生产</td>
<td class="p-4">100%原料自供</td>
<td class="p-4"><span class="badge badge-warning">一体化优势</span></td>
</tr>
<tr class="border-b border-gray-800 hover:bg-gray-800/30 transition-colors">
<td class="p-4 font-medium text-blue-400">宝泰隆</td>
<td class="p-4">上游(资源)</td>
<td class="p-4">密林石墨探矿权</td>
<td class="p-4">储量1.12亿吨矿石</td>
<td class="p-4"><span class="badge badge-neutral">资源禀赋</span></td>
</tr>
<tr class="border-b border-gray-800 hover:bg-gray-800/30 transition-colors">
<td class="p-4 font-medium text-blue-400">德尔未来</td>
<td class="p-4">全产业链</td>
<td class="p-4">烯成石墨烯制备设备</td>
<td class="p-4">规划产能125万吨/年</td>
<td class="p-4"><span class="badge badge-success">技术布局</span></td>
</tr>
<tr class="border-b border-gray-800 hover:bg-gray-800/30 transition-colors">
<td class="p-4 font-medium text-blue-400">新华锦</td>
<td class="p-4">上游(资源)</td>
<td class="p-4">青岛森汇/海正石墨矿</td>
<td class="p-4">资产注入预期</td>
<td class="p-4"><span class="badge badge-accent">主题博弈</span></td>
</tr>
<tr class="border-b border-gray-800 hover:bg-gray-800/30 transition-colors">
<td class="p-4 font-medium text-blue-400">贝特瑞</td>
<td class="p-4">中游(负极材料)</td>
<td class="p-4">天然/人造石墨负极</td>
<td class="p-4">H1出货量行业第二</td>
<td class="p-4"><span class="badge badge-info">龙头地位</span></td>
</tr>
<tr class="border-b border-gray-800 hover:bg-gray-800/30 transition-colors">
<td class="p-4 font-medium text-blue-400">锦富技术</td>
<td class="p-4">中游(石墨烯)</td>
<td class="p-4">高性能石墨烯散热膜</td>
<td class="p-4">在建产能400万㎡</td>
<td class="p-4"><span class="badge badge-warning">应用落地</span></td>
</tr>
</tbody>
</table>
</div>
</div>
</section>
<!-- 关键指标图表 -->
<section class="mb-12">
<div class="glass-effect rounded-2xl p-8">
<div class="flex items-center mb-8">
<div class="w-12 h-12 bg-gradient-to-br from-green-500 to-emerald-600 rounded-xl flex items-center justify-center mr-4">
<i class="fas fa-chart-bar text-white text-xl"></i>
</div>
<h2 class="text-2xl font-bold">行业关键指标</h2>
</div>
<div class="grid md:grid-cols-2 gap-6">
<div class="glass-effect rounded-xl p-6">
<h3 class="text-lg font-semibold mb-4 text-green-300">负极材料市场份额</h3>
<div class="chart-container">
<canvas id="marketShareChart"></canvas>
</div>
</div>
<div class="glass-effect rounded-xl p-6">
<h3 class="text-lg font-semibold mb-4 text-emerald-300">产业链价值分布</h3>
<div class="chart-container">
<canvas id="valueChainChart"></canvas>
</div>
</div>
</div>
</div>
</section>
<!-- 风险提示 -->
<section class="mb-12">
<div class="glass-effect rounded-2xl p-8">
<div class="flex items-center mb-8">
<div class="w-12 h-12 bg-gradient-to-br from-red-500 to-pink-500 rounded-xl flex items-center justify-center mr-4">
<i class="fas fa-exclamation-triangle text-white text-xl"></i>
</div>
<h2 class="text-2xl font-bold">风险与挑战</h2>
</div>
<div class="grid md:grid-cols-2 gap-6">
<div class="bg-gradient-to-br from-red-900/30 to-orange-900/30 rounded-xl p-6 border border-red-500/20">
<h3 class="text-lg font-semibold mb-3 text-red-300">
<i class="fas fa-flask mr-2"></i>技术风险
</h3>
<p class="text-gray-300 text-sm">从实验室到规模化量产存在巨大鸿沟,半导体级特种石墨提纯技术仍是全球性难题。</p>
</div>
<div class="bg-gradient-to-br from-orange-900/30 to-yellow-900/30 rounded-xl p-6 border border-orange-500/20">
<h3 class="text-lg font-semibold mb-3 text-orange-300">
<i class="fas fa-dollar-sign mr-2"></i>商业化风险
</h3>
<p class="text-gray-300 text-sm">石墨烯等新材料成本仍高,性能优势转化为性价比是商业化的核心挑战。</p>
</div>
<div class="bg-gradient-to-br from-yellow-900/30 to-amber-900/30 rounded-xl p-6 border border-yellow-500/20">
<h3 class="text-lg font-semibold mb-3 text-yellow-300">
<i class="fas fa-globe mr-2"></i>政策风险
</h3>
<p class="text-gray-300 text-sm">出口管制可能促使海外客户加速寻找替代供应商,长期可能削弱中国产业链地位。</p>
</div>
<div class="bg-gradient-to-br from-amber-900/30 to-red-900/30 rounded-xl p-6 border border-amber-500/20">
<h3 class="text-lg font-semibold mb-3 text-amber-300">
<i class="fas fa-users mr-2"></i>竞争风险
</h3>
<p class="text-gray-300 text-sm">传统负极材料产能过剩,竞争激烈;特种石墨领域新进入者增多。</p>
</div>
</div>
</div>
</section>
<!-- 投资建议 -->
<section class="mb-12">
<div class="glass-effect rounded-2xl p-8 neon-glow">
<div class="flex items-center mb-8">
<div class="w-12 h-12 bg-gradient-to-br from-green-500 to-teal-500 rounded-xl flex items-center justify-center mr-4">
<i class="fas fa-trophy text-white text-xl"></i>
</div>
<h2 class="text-2xl font-bold">投资启示</h2>
</div>
<div class="bg-gradient-to-br from-green-900/20 to-emerald-900/20 rounded-xl p-6 border border-green-500/30">
<div class="grid md:grid-cols-2 gap-6">
<div>
<h3 class="text-lg font-semibold mb-3 text-green-300">
<i class="fas fa-star mr-2"></i>最具投资价值环节
</h3>
<p class="text-gray-300 mb-4">以技术壁垒和客户粘性为核心的特种石墨及相关设备</p>
<ul class="space-y-2 text-sm text-gray-400">
<li>✓ 高壁垒:工艺技术和客户认证</li>
<li>✓ 强确定性:国产替代刚需增长</li>
<li>✓ 盈利能力强:高毛利净利率</li>
</ul>
</div>
<div>
<h3 class="text-lg font-semibold mb-3 text-emerald-300">
<i class="fas fa-crosshairs mr-2"></i>关键跟踪指标
</h3>
<ul class="space-y-2 text-sm text-gray-400">
<li>• 星球石墨:印度订单节奏、半导体认证进展</li>
<li>• 负极材料:石墨化加工费、出口价格</li>
<li>• 石墨烯应用:出货量、产能利用率</li>
<li>• 技术进展:实验室合作转化成果</li>
</ul>
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<p class="text-sm">数据来源:公开研究报告、公司公告 | 更新时间2025年10月</p>
<p class="text-xs mt-2">投资有风险,入市需谨慎</p>
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