596 lines
31 KiB
HTML
596 lines
31 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>N型产业链分析报告</title>
|
||
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" 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/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">
|
||
<style>
|
||
body {
|
||
font-family: 'Inter', sans-serif;
|
||
background-color: #f8fafc;
|
||
}
|
||
.gradient-bg {
|
||
background: linear-gradient(135deg, #1e3a8a 0%, #3b82f6 100%);
|
||
}
|
||
.card-shadow {
|
||
box-shadow: 0 10px 15px -3px rgba(0, 0, 0, 0.1), 0 4px 6px -2px rgba(0, 0, 0, 0.05);
|
||
}
|
||
.table-responsive {
|
||
overflow-x: auto;
|
||
}
|
||
.highlight-text {
|
||
background: linear-gradient(120deg, #3b82f6 0%, #60a5fa 100%);
|
||
-webkit-background-clip: text;
|
||
-webkit-text-fill-color: transparent;
|
||
}
|
||
.section-title {
|
||
position: relative;
|
||
padding-left: 1rem;
|
||
}
|
||
.section-title::before {
|
||
content: "";
|
||
position: absolute;
|
||
left: 0;
|
||
top: 0;
|
||
bottom: 0;
|
||
width: 4px;
|
||
background: linear-gradient(to bottom, #3b82f6, #60a5fa);
|
||
border-radius: 2px;
|
||
}
|
||
#vanta-bg {
|
||
position: fixed;
|
||
top: 0;
|
||
left: 0;
|
||
width: 100%;
|
||
height: 100%;
|
||
z-index: -1;
|
||
}
|
||
.content-wrapper {
|
||
position: relative;
|
||
z-index: 1;
|
||
}
|
||
.badge-custom {
|
||
display: inline-block;
|
||
padding: 0.25rem 0.75rem;
|
||
font-size: 0.75rem;
|
||
font-weight: 600;
|
||
border-radius: 9999px;
|
||
background-color: #dbeafe;
|
||
color: #1e40af;
|
||
}
|
||
.timeline-item {
|
||
position: relative;
|
||
padding-left: 1.5rem;
|
||
}
|
||
.timeline-item::before {
|
||
content: "";
|
||
position: absolute;
|
||
left: 0;
|
||
top: 0.5rem;
|
||
width: 0.5rem;
|
||
height: 0.5rem;
|
||
border-radius: 50%;
|
||
background-color: #3b82f6;
|
||
}
|
||
.timeline-item::after {
|
||
content: "";
|
||
position: absolute;
|
||
left: 0.25rem;
|
||
top: 1rem;
|
||
width: 1px;
|
||
height: calc(100% - 0.5rem);
|
||
background-color: #d1d5db;
|
||
}
|
||
.timeline-item:last-child::after {
|
||
display: none;
|
||
}
|
||
</style>
|
||
</head>
|
||
<body>
|
||
<div id="vanta-bg"></div>
|
||
<div class="content-wrapper">
|
||
<div class="container mx-auto px-4 py-8 max-w-6xl">
|
||
<!-- 标题和概述 -->
|
||
<div class="mb-12">
|
||
<div class="gradient-bg rounded-2xl p-8 text-white card-shadow">
|
||
<div class="flex items-center mb-4">
|
||
<i class="fas fa-solar-panel text-4xl mr-4"></i>
|
||
<h1 class="text-3xl md:text-4xl font-bold">N型产业链分析报告</h1>
|
||
</div>
|
||
<p class="text-lg opacity-90">光伏行业从PERC（P型）向N型（TOPCon/HJT/BC）技术迭代加速，核心驱动力是PERC效率逼近理论极限，而N型技术具备更高天花板。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 概念事件和背景 -->
|
||
<div class="mb-12">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">概念事件与背景</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-white rounded-xl p-6 card-shadow">
|
||
<h3 class="text-lg font-semibold mb-4 text-blue-700">背景</h3>
|
||
<p class="text-gray-700">2023-2024年，光伏行业从PERC（P型）向N型（TOPCon/HJT/BC）技术迭代加速，核心驱动力是PERC效率逼近理论极限（24.5%），而N型技术（TOPCon量产效率25.7%、HJT 25.5%、BC 26.5%）具备更高天花板。</p>
|
||
</div>
|
||
<div class="bg-white rounded-xl p-6 card-shadow">
|
||
<h3 class="text-lg font-semibold mb-4 text-blue-700">催化事件</h3>
|
||
<div class="space-y-3">
|
||
<div class="timeline-item">
|
||
<p class="font-medium">2023Q4</p>
|
||
<p class="text-sm text-gray-600">国内招标N型占比突破70%，欧洲FOB价格从9美分/W涨至10-11美分/W</p>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<p class="font-medium">2024年1月</p>
|
||
<p class="text-sm text-gray-600">浙商电新数据显示N型电池排产占比61.18%，组件占比53.73%，渗透率加速</p>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<p class="font-medium">2024年9月</p>
|
||
<p class="text-sm text-gray-600">集采项目中N型占比达91%，但价格中枢降至0.69-0.73元/W，N/P价差倒挂</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心观点摘要 -->
|
||
<div class="mb-12">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">核心观点摘要</h2>
|
||
<div class="bg-gradient-to-r from-blue-50 to-indigo-50 rounded-xl p-6 border border-blue-100">
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-blue-800">阶段判断</h3>
|
||
<p class="text-gray-700">N型产业链已从<span class="font-semibold text-blue-600">"主题炒作"</span>进入<span class="font-semibold text-blue-600">"基本面驱动"</span>阶段，<span class="font-semibold highlight-text">供需缺口+技术溢价</span>是核心逻辑。</p>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-blue-800">未来潜力</h3>
|
||
<p class="text-gray-700">2024年N型渗透率有望超70%，但需警惕产能过剩导致的盈利压缩，<span class="font-semibold highlight-text">头部厂商的降本能力</span>将决定超额收益。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心逻辑与市场认知分析 -->
|
||
<div class="mb-12">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">核心逻辑与市场认知分析</h2>
|
||
<div class="grid grid-cols-1 lg:grid-cols-2 gap-6">
|
||
<div class="bg-white rounded-xl p-6 card-shadow">
|
||
<h3 class="text-lg font-semibold mb-4 text-blue-700">核心驱动力</h3>
|
||
<div class="space-y-4">
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 mt-1 mr-3">
|
||
<div class="w-8 h-8 rounded-full bg-blue-100 flex items-center justify-center">
|
||
<span class="text-blue-600 font-bold text-sm">1</span>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium text-gray-800">技术代差</h4>
|
||
<p class="text-sm text-gray-600">TOPCon效率较PERC高2%+，BOS成本摊薄带来0.24-0.31元/W溢价</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 mt-1 mr-3">
|
||
<div class="w-8 h-8 rounded-full bg-blue-100 flex items-center justify-center">
|
||
<span class="text-blue-600 font-bold text-sm">2</span>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium text-gray-800">供需错配</h4>
|
||
<p class="text-sm text-gray-600">需求端N型占比80%-100%，供给端仅60%-70%，缺口约20-30GW</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 mt-1 mr-3">
|
||
<div class="w-8 h-8 rounded-full bg-blue-100 flex items-center justify-center">
|
||
<span class="text-blue-600 font-bold text-sm">3</span>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium text-gray-800">政策倒逼</h4>
|
||
<p class="text-sm text-gray-600">工信部2024年规范条件直接淘汰低效PERC产能</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="bg-white rounded-xl p-6 card-shadow">
|
||
<h3 class="text-lg font-semibold mb-4 text-blue-700">市场热度与预期差</h3>
|
||
<div class="space-y-4">
|
||
<div>
|
||
<h4 class="font-medium text-gray-800 mb-2">市场热度</h4>
|
||
<div class="flex flex-wrap gap-2 mb-3">
|
||
<span class="badge-custom">研报密集度：20+场路演</span>
|
||
<span class="badge-custom">关键词扩展：TOPCon→HJT/BC</span>
|
||
</div>
|
||
<div class="bg-gray-50 rounded-lg p-3 text-sm">
|
||
<p><span class="font-medium">乐观派</span>（东吴电新）：溢价可持续至2025年</p>
|
||
<p><span class="font-medium">谨慎派</span>（民生电新）：2024年H2产能释放后价格战</p>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium text-gray-800 mb-2">预期差</h4>
|
||
<div class="bg-yellow-50 rounded-lg p-3 text-sm border border-yellow-100">
|
||
<p class="mb-1"><span class="font-medium text-yellow-700">市场忽略点</span>：N型硅料结构性紧缺，N/P料价差已从1万/吨拉大至1.3万/吨</p>
|
||
<p><span class="font-medium text-yellow-700">技术路线分歧</span>：BC技术可能弯道超车，但设备投资高</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关键催化剂与未来发展路径 -->
|
||
<div class="mb-12">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">关键催化剂与未来发展路径</h2>
|
||
<div class="grid grid-cols-1 lg:grid-cols-2 gap-6">
|
||
<div class="bg-white rounded-xl p-6 card-shadow">
|
||
<h3 class="text-lg font-semibold mb-4 text-blue-700">近期催化剂（3-6个月）</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<i class="fas fa-bolt text-yellow-500 mt-1 mr-3"></i>
|
||
<div>
|
||
<h4 class="font-medium text-gray-800">Q4集采落地</h4>
|
||
<p class="text-sm text-gray-600">国央企招标N型占比或超90%，价格能否站稳0.7元/W是关键</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<i class="fas fa-warehouse text-green-500 mt-1 mr-3"></i>
|
||
<div>
|
||
<h4 class="font-medium text-gray-800">硅料库存去化</h4>
|
||
<p class="text-sm text-gray-600">当前N型硅料库存13万吨（20天），若降至10天以下可能触发涨价</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<i class="fas fa-microscope text-purple-500 mt-1 mr-3"></i>
|
||
<div>
|
||
<h4 class="font-medium text-gray-800">技术突破</h4>
|
||
<p class="text-sm text-gray-600">晶科能源TOPCon效率达27.02%（2025年认证），或推动新一轮溢价</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="bg-white rounded-xl p-6 card-shadow">
|
||
<h3 class="text-lg font-semibold mb-4 text-blue-700">长期路径</h3>
|
||
<div class="space-y-4">
|
||
<div class="relative pl-6 border-l-2 border-blue-200">
|
||
<div class="absolute w-3 h-3 bg-blue-500 rounded-full -left-[7px] top-0"></div>
|
||
<h4 class="font-medium text-gray-800">2024-2025年</h4>
|
||
<p class="text-sm text-gray-600">TOPCon为主流，HJT/BC差异化竞争</p>
|
||
</div>
|
||
<div class="relative pl-6 border-l-2 border-blue-200">
|
||
<div class="absolute w-3 h-3 bg-blue-500 rounded-full -left-[7px] top-0"></div>
|
||
<h4 class="font-medium text-gray-800">2026年后</h4>
|
||
<p class="text-sm text-gray-600">钙钛矿叠层（理论效率28.7%）可能颠覆现有格局</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司剖析 -->
|
||
<div class="mb-12">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">产业链与核心公司剖析</h2>
|
||
<div class="bg-white rounded-xl p-6 card-shadow mb-6">
|
||
<h3 class="text-lg font-semibold mb-4 text-blue-700">产业链图谱</h3>
|
||
<div class="flex flex-col md:flex-row justify-between items-center mb-4">
|
||
<div class="text-center p-4 bg-blue-50 rounded-lg w-full md:w-1/3 mb-4 md:mb-0 md:mr-2">
|
||
<p class="font-medium text-blue-800">上游</p>
|
||
<p class="text-sm text-gray-600">N型硅料（通威股份、协鑫科技）→N型硅片（TCL中环、隆基绿能）</p>
|
||
</div>
|
||
<div class="text-center p-4 bg-green-50 rounded-lg w-full md:w-1/3 mb-4 md:mb-0 md:mx-2">
|
||
<p class="font-medium text-green-800">中游</p>
|
||
<p class="text-sm text-gray-600">TOPCon电池（钧达股份、晶科能源）→组件（天合光能、阿特斯）</p>
|
||
</div>
|
||
<div class="text-center p-4 bg-purple-50 rounded-lg w-full md:w-1/3 md:ml-2">
|
||
<p class="font-medium text-purple-800">下游</p>
|
||
<p class="text-sm text-gray-600">辅材（帝科股份银浆、福斯特胶膜）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-white rounded-xl p-6 card-shadow">
|
||
<h3 class="text-lg font-semibold mb-4 text-blue-700">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-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">技术路线</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">2024年N型产能</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">竞争优势</th>
|
||
<th class="px-4 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-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">晶科能源</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">TOPCon</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">60GW+</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">效率领先（27.02%）、海外渠道</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">价格战下盈利压缩</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">钧达股份</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">TOPCon</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">44GW</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">专业化电池龙头，成本最低</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">单一技术路线依赖</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">隆基绿能</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">BC+TOPCon</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">30GW</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">BC技术储备，一体化降本</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">BC量产进度不及预期</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">通威股份</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">N型硅料</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">55GW</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">硅料成本优势，N型料占比50%+</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">硅料价格暴跌拖累盈利</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="mb-12">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">潜在风险与挑战</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-white rounded-xl p-6 card-shadow">
|
||
<h3 class="text-lg font-semibold mb-4 text-red-700">技术与商业化风险</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<i class="fas fa-exclamation-triangle text-red-500 mt-1 mr-3"></i>
|
||
<div>
|
||
<h4 class="font-medium text-gray-800">技术风险</h4>
|
||
<p class="text-sm text-gray-600">HJT银耗127mg/W（PERC 95mg），低温银浆国产化率不足50%</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<i class="fas fa-chart-line text-red-500 mt-1 mr-3"></i>
|
||
<div>
|
||
<h4 class="font-medium text-gray-800">商业化风险</h4>
|
||
<p class="text-sm text-gray-600">TOPCon组件价格已低于部分企业现金成本（0.71元/W vs 成本0.75元/W）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="bg-white rounded-xl p-6 card-shadow">
|
||
<h3 class="text-lg font-semibold mb-4 text-orange-700">政策与信息风险</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<i class="fas fa-gavel text-orange-500 mt-1 mr-3"></i>
|
||
<div>
|
||
<h4 class="font-medium text-gray-800">政策风险</h4>
|
||
<p class="text-sm text-gray-600">美国东南亚关税豁免2024年6月到期，可能影响N型组件出口（占阿特斯收入80%）</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<i class="fas fa-info-circle text-orange-500 mt-1 mr-3"></i>
|
||
<div>
|
||
<h4 class="font-medium text-gray-800">信息矛盾</h4>
|
||
<p class="text-sm text-gray-600">路演显示N型电池库存31天，但硅业分会称"库存消化供需改善"，需验证库存去化速度</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="mb-12">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">综合结论与投资启示</h2>
|
||
<div class="bg-gradient-to-r from-blue-600 to-indigo-700 rounded-xl p-6 text-white card-shadow">
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3">阶段判断</h3>
|
||
<p class="text-blue-100">N型产业链处于<span class="font-bold text-yellow-300">"渗透率加速+盈利底部"</span>阶段，短期看集采价格能否企稳，长期看技术降本。</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3">投资方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-blue-800 bg-opacity-50 rounded-lg p-4">
|
||
<h4 class="font-medium mb-2">N型硅料</h4>
|
||
<p class="text-sm text-blue-100">通威股份（颗粒硅成本优势+N型料溢价）</p>
|
||
</div>
|
||
<div class="bg-blue-800 bg-opacity-50 rounded-lg p-4">
|
||
<h4 class="font-medium mb-2">TOPCon电池</h4>
|
||
<p class="text-sm text-blue-100">钧达股份（专业化龙头，盈利弹性最大）</p>
|
||
</div>
|
||
<div class="bg-blue-800 bg-opacity-50 rounded-lg p-4">
|
||
<h4 class="font-medium mb-2">辅材</h4>
|
||
<p class="text-sm text-blue-100">帝科股份（N型银浆市占率50%+，加工费溢价40%）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3">跟踪指标</h3>
|
||
<div class="flex flex-wrap gap-2">
|
||
<span class="bg-yellow-500 bg-opacity-30 text-yellow-100 px-3 py-1 rounded-full text-sm">N型组件定标价：能否站稳0.7元/W以上</span>
|
||
<span class="bg-yellow-500 bg-opacity-30 text-yellow-100 px-3 py-1 rounded-full text-sm">N型硅料库存：降至10天以下为供需反转信号</span>
|
||
<span class="bg-yellow-500 bg-opacity-30 text-yellow-100 px-3 py-1 rounded-full text-sm">TOPCon效率突破：26%+量产效率将重塑溢价逻辑</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<div class="mb-12">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">关联股票</h2>
|
||
<div class="card bg-white rounded-xl card-shadow">
|
||
<div class="table-responsive">
|
||
<table class="table align-items-center mb-0 w-full">
|
||
<thead>
|
||
<tr class="bg-gray-50">
|
||
<th class="text-uppercase text-secondary text-xs font-weight-bolder opacity-7 px-4 py-3 text-left">股票名称</th>
|
||
<th class="text-uppercase text-secondary text-xs font-weight-bolder opacity-7 px-4 py-3 text-left">分类</th>
|
||
<th class="text-uppercase text-secondary text-xs font-weight-bolder opacity-7 px-4 py-3 text-left">产业链环节</th>
|
||
<th class="text-uppercase text-secondary text-xs font-weight-bolder opacity-7 px-4 py-3 text-left">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="px-4 py-3">
|
||
<div class="flex items-center">
|
||
<div class="w-8 h-8 rounded-full bg-blue-100 flex items-center justify-center mr-3">
|
||
<span class="text-blue-600 font-bold text-xs">帝</span>
|
||
</div>
|
||
<div class="text-sm font-medium text-gray-900">帝科股份</div>
|
||
</div>
|
||
</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">量利双增的优势辅材</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">-</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">属于量利双增的优势辅材类别的企业</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="px-4 py-3">
|
||
<div class="flex items-center">
|
||
<div class="w-8 h-8 rounded-full bg-blue-100 flex items-center justify-center mr-3">
|
||
<span class="text-blue-600 font-bold text-xs">聚</span>
|
||
</div>
|
||
<div class="text-sm font-medium text-gray-900">聚合材料</div>
|
||
</div>
|
||
</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">量利双增的优势辅材</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">-</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">属于量利双增的优势辅材类别的企业</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="px-4 py-3">
|
||
<div class="flex items-center">
|
||
<div class="w-8 h-8 rounded-full bg-blue-100 flex items-center justify-center mr-3">
|
||
<span class="text-blue-600 font-bold text-xs">宇</span>
|
||
</div>
|
||
<div class="text-sm font-medium text-gray-900">宇邦新材</div>
|
||
</div>
|
||
</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">量利双增的优势辅材</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">-</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">属于量利双增的优势辅材类别的企业</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="px-4 py-3">
|
||
<div class="flex items-center">
|
||
<div class="w-8 h-8 rounded-full bg-blue-100 flex items-center justify-center mr-3">
|
||
<span class="text-blue-600 font-bold text-xs">石</span>
|
||
</div>
|
||
<div class="text-sm font-medium text-gray-900">石英股份</div>
|
||
</div>
|
||
</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">量增利稳的辅材</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">-</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">属于量增利稳的辅材类别的企业</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="px-4 py-3">
|
||
<div class="flex items-center">
|
||
<div class="w-8 h-8 rounded-full bg-blue-100 flex items-center justify-center mr-3">
|
||
<span class="text-blue-600 font-bold text-xs">欧</span>
|
||
</div>
|
||
<div class="text-sm font-medium text-gray-900">欧晶科技</div>
|
||
</div>
|
||
</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">量增利稳的辅材</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">-</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">属于量增利稳的辅材类别的企业</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="px-4 py-3">
|
||
<div class="flex items-center">
|
||
<div class="w-8 h-8 rounded-full bg-blue-100 flex items-center justify-center mr-3">
|
||
<span class="text-blue-600 font-bold text-xs">T</span>
|
||
</div>
|
||
<div class="text-sm font-medium text-gray-900">TCL中环</div>
|
||
</div>
|
||
</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">N型硅片龙头</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">N型硅片环节</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">被列为N型硅片龙头企业</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="px-4 py-3">
|
||
<div class="flex items-center">
|
||
<div class="w-8 h-8 rounded-full bg-blue-100 flex items-center justify-center mr-3">
|
||
<span class="text-blue-600 font-bold text-xs">隆</span>
|
||
</div>
|
||
<div class="text-sm font-medium text-gray-900">隆基绿能</div>
|
||
</div>
|
||
</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">N型硅片龙头</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">N型硅片环节</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">被列为N型硅片龙头企业</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="px-4 py-3">
|
||
<div class="flex items-center">
|
||
<div class="w-8 h-8 rounded-full bg-blue-100 flex items-center justify-center mr-3">
|
||
<span class="text-blue-600 font-bold text-xs">晶</span>
|
||
</div>
|
||
<div class="text-sm font-medium text-gray-900">晶科能源</div>
|
||
</div>
|
||
</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">一体化组件N型产能占比快速提升</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">一体化组件环节</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">N型产能占比快速提升的企业</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="px-4 py-3">
|
||
<div class="flex items-center">
|
||
<div class="w-8 h-8 rounded-full bg-blue-100 flex items-center justify-center mr-3">
|
||
<span class="text-blue-600 font-bold text-xs">晶</span>
|
||
</div>
|
||
<div class="text-sm font-medium text-gray-900">晶澳科技</div>
|
||
</div>
|
||
</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">一体化组件N型产能占比快速提升</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">一体化组件环节</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">N型产能占比快速提升的企业</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="px-4 py-3">
|
||
<div class="flex items-center">
|
||
<div class="w-8 h-8 rounded-full bg-blue-100 flex items-center justify-center mr-3">
|
||
<span class="text-blue-600 font-bold text-xs">阿</span>
|
||
</div>
|
||
<div class="text-sm font-medium text-gray-900">阿特斯</div>
|
||
</div>
|
||
</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">一体化组件N型产能占比快速提升</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">一体化组件环节</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">N型产能占比快速提升的企业</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script src="https://cdnjs.cloudflare.com/ajax/libs/three.js/r134/three.min.js"></script>
|
||
<script src="https://cdnjs.cloudflare.com/ajax/libs/vanta/0.5.24/vanta.waves.min.js"></script>
|
||
<script>
|
||
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: 0.75
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |