479 lines
33 KiB
HTML
479 lines
33 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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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=1.0">
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<title>深度行研 | 化工品涨价</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.2/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.13.10/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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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&family=Orbitron:wght@400;500;700&display=swap');
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body {
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font-family: 'Noto Sans SC', sans-serif;
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background-color: #020010;
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color: #E0E0E0;
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overflow-x: hidden;
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position: relative;
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.font-orbitron {
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font-family: 'Orbitron', sans-serif;
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background: rgba(10, 10, 25, 0.4);
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backdrop-filter: blur(12px);
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border: 1px solid rgba(128, 128, 180, 0.2);
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transform: translateY(-5px) scale(1.01);
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background-image:
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radial-gradient(ellipse 50% 50% at 20% 25%, rgba(68, 76, 236, 0.15), transparent 80%),
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radial-gradient(ellipse 40% 60% at 80% 70%, rgba(168, 85, 247, 0.15), transparent 80%);
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z-index: -1;
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animation: pulse-glow 15s infinite alternate;
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@keyframes pulse-glow {
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display: grid;
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gap: 1rem;
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grid-template-columns: repeat(12, 1fr);
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grid-auto-rows: auto;
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}
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grid-column: span 12;
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@media (min-width: 768px) {
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.bento-item-span-4 { grid-column: span 4; }
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.highlight-fuchsia { color: #d946ef; }
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.highlight-emerald { color: #34d399; }
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.highlight-amber { color: #f59e0b; }
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.section-title {
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text-shadow: 0 0 8px rgba(100, 180, 255, 0.5);
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}
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/* ECharts dark theme */
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#priceChart {
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width: 100%;
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height: 450px;
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}
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.table-custom thead tr {
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background-color: rgba(76, 89, 186, 0.2);
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.table-custom tbody tr {
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transition: background-color 0.3s;
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.table-custom tbody tr:hover {
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background-color: rgba(100, 116, 222, 0.1);
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}
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</style>
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</head>
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<body class="glow-bg min-h-screen">
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<div class="container mx-auto p-4 md:p-8">
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<header class="text-center mb-12">
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<h1 class="font-orbitron text-4xl md:text-6xl font-bold tracking-widest text-slate-100 section-title">
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深度行研 | 化工品涨价
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</h1>
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<p class="mt-4 text-slate-400">北京价值前沿科技有限公司 AI投研agent：“价小前投研” 呈现</p>
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</header>
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<main class="space-y-8">
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<!-- Insight Section -->
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<section id="insight">
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<div class="bento-grid">
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<div class="bento-item bento-item-span-12 glass-card rounded-3xl p-6 md:p-8">
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<h2 class="font-orbitron text-2xl font-bold mb-4 highlight-cyan section-title">0. 核心观点摘要</h2>
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<p class="text-slate-300 leading-relaxed">
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“化工品涨价”概念正经历从<span class="highlight-amber font-semibold">供给端突发事件驱动的“点状行情”</span>，向<span class="highlight-emerald font-semibold">需求端结构性增长与周期性复苏共振的“线性行情”</span>过渡的关键阶段。其核心驱动力是“供给收缩+需求扩张”的双轮驱动模型，其中，传统周期的修复提供了基础支撑，而<span class="highlight-fuchsia">新能源、AI等新兴领域的结构性需求</span>则打开了部分高壁垒产品的向上弹性。未来潜力在于涨价能否从精细化工向大宗商品有效传导，以及供给端的“反内卷”纪律能否在盈利修复后得以维持。
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</p>
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</div>
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<div class="bento-item md:bento-item-span-8 glass-card rounded-3xl p-6 md:p-8">
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<h2 class="font-orbitron text-2xl font-bold mb-4 highlight-cyan section-title">1. 核心逻辑与市场认知分析</h2>
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<div class="space-y-4 text-slate-300">
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<div>
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<h3 class="font-semibold text-lg text-slate-100 mb-2">供给侧：结构性收缩与扰动 (供给Push)</h3>
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<ul class="list-disc list-inside space-y-1 pl-2 text-sm">
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<li><span class="font-bold highlight-rose">产能出清与资本开支谨慎：</span>过去两年低盈利环境导致资本开支显著下降，加速中小产能退出。</li>
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<li><span class="font-bold highlight-amber">突发事件冲击：</span>TMA (美工厂爆炸), UVA (福建工厂火灾), 维生素 (巴斯夫检修) 等核心产能意外停产引爆价格。</li>
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<li><span class="font-bold highlight-emerald">行业自律 (“反内卷”)：</span>有机硅、涤纶长丝等龙头企业联合减产、挺价，主动优化竞争格局。</li>
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<li><span class="font-bold highlight-cyan">贸易壁垒：</span>美国对香兰素、烷基磷酸酯等发起的“双反”调查，推升海外价格和国产替代逻辑。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-slate-100 mb-2">需求侧：周期性复苏与结构性增长 (需求Pull)</h3>
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<ul class="list-disc list-inside space-y-1 pl-2 text-sm">
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<li><span class="font-bold highlight-cyan">传统需求复苏：</span>地产“一揽子”政策带动MDI、PVC等后周期化工品需求预期改善；春耕旺季拉动化肥、农药需求。</li>
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<li><span class="font-bold highlight-fuchsia">新兴需求爆发：</span><span class="font-bold">储能</span>引爆VC、六氟磷酸锂需求；<span class="font-bold">光伏</span>拉动有机硅胶、EVA需求；<span class="font-bold">AI算力</span>带动PCB光固化油墨上游的双季戊四醇需求。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-slate-100 mb-2">预期差分析：潜在矛盾与风险</h3>
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<p class="text-sm">市场普遍认知供需改善，但存在预期差。关键风险点在于：新闻数据显示 <span class="highlight-rose font-bold">2024上半年化工品产量已平均上涨14%</span>，这与路演中强调的“供给收缩”存在潜在矛盾，表明收缩更多是结构性而非普遍性。此外，“反内卷”联盟在利润丰厚时的稳固性存疑。</p>
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</div>
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</div>
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</div>
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<div class="bento-item md:bento-item-span-4 glass-card rounded-3xl p-6 md:p-8">
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<h2 class="font-orbitron text-2xl font-bold mb-4 highlight-cyan section-title">2. 关键催化剂</h2>
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<div class="space-y-4 text-slate-300 text-sm">
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<div>
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<h3 class="font-semibold text-slate-100 mb-1">近期 (3-6个月)</h3>
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<ul class="list-disc list-inside space-y-1">
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<li><span class="highlight-amber">政策落地:</span> 欧盟碳关税(CBAM)覆盖化工品；美国对华“双反”终裁。</li>
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<li><span class="highlight-emerald">需求验证:</span> 二、三季度传统旺季，地产销售、家电排产、全球补库数据。</li>
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<li><span class="highlight-cyan">价格传导:</span> 上游能源价格变动对产业链成本的传导能力。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-semibold text-slate-100 mb-1">长期发展路径</h3>
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<ul class="list-disc list-inside space-y-1">
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<li><span class="font-bold text-slate-200">大宗周期品:</span> 沿经典周期路径演进。</li>
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<li><span class="font-bold text-slate-200">资源属性品:</span> (磷矿、萤石) 价格中枢长期上移，资产价值重估。</li>
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<li><span class="font-bold text-slate-200">新兴材料品:</span> (锂电材料) 与下游技术迭代绑定，呈现成长股逻辑。</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="bento-item bento-item-span-12 glass-card rounded-3xl p-6 md:p-8">
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<h2 class="font-orbitron text-2xl font-bold mb-4 highlight-cyan section-title">3. 关键化工品价格涨幅概览</h2>
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<div id="priceChart"></div>
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</div>
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<div class="bento-item bento-item-span-12 glass-card rounded-3xl p-6 md:p-8">
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<h2 class="font-orbitron text-2xl font-bold mb-4 highlight-cyan section-title">4. 产业链与核心公司深度剖析</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 text-sm">
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<div class="space-y-2">
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<h3 class="font-semibold text-lg text-slate-100">产业链图谱</h3>
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<p><span class="highlight-cyan font-bold">上游资源端:</span> 石油/煤炭, 磷矿石 (云天化, 兴发集团), 氯化钾 (盐湖股份)</p>
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<p><span class="highlight-amber font-bold">中游制造端:</span> 化肥农药, 氯碱, 聚氨酯 (万华化学), 有机硅 (兴发集团), 氟化工 (巨化股份), 精细化工</p>
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<p><span class="highlight-emerald font-bold">下游应用端:</span> 农业, 建筑, 汽车, 纺织, 新能源 (锂电/光伏), 电子信息</p>
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</div>
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<div class="space-y-3 md:col-span-2">
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<h3 class="font-semibold text-lg text-slate-100">核心玩家对比</h3>
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<div class="space-y-3">
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<p><span class="highlight-fuchsia font-bold">万华化学 (MDI):</span> 全球寡头，逻辑最纯粹的领导者。技术壁垒极高，拥有强大定价权，是化工周期的风向标。</p>
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<p><span class="highlight-fuchsia font-bold">云天化 (磷化工):</span> 资源为王的典范。拥有国内最大磷矿石产能，一体化成本优势和资源价值凸显，受益于传统化肥和新能源双需求曲线。</p>
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<p><span class="highlight-fuchsia font-bold">兴发集团 (磷化工+有机硅):</span> “资源+精细化”协同代表。拥有磷矿资源并向下游延伸至草甘膦、有机硅等高附加值产品，弹性可能更高。</p>
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</div>
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</div>
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</div>
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</div>
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<div class="bento-item md:bento-item-span-6 glass-card rounded-3xl p-6 md:p-8">
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<h2 class="font-orbitron text-2xl font-bold mb-4 highlight-cyan section-title">5. 潜在风险与挑战</h2>
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<ul class="list-disc list-inside space-y-2 text-slate-300 text-sm">
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<li><span class="font-bold highlight-rose">宏观需求风险:</span> 顺周期行业最大系统性风险，若全球经济复苏不及预期，将压制需求。</li>
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<li><span class="font-bold highlight-amber">供给纪律风险:</span> “反内卷”协同减产联盟脆弱，超额利润可能诱发企业扩产冲动，重燃价格战。</li>
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<li><span class="font-bold highlight-emerald">成本传导风险:</span> 上游能源价格若大涨，而下游需求疲软，企业利润空间将被挤压。</li>
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<li><span class="font-bold highlight-cyan">信息交叉验证风险:</span> “2024上半年产量增14%”与“供给收缩”叙事存矛盾，需甄别涨价逻辑的持续性。</li>
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</ul>
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</div>
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<div class="bento-item md:bento-item-span-6 glass-card rounded-3xl p-6 md:p-8">
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<h2 class="font-orbitron text-2xl font-bold mb-4 highlight-cyan section-title">6. 综合结论与投资启示</h2>
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<div class="space-y-3 text-slate-300 text-sm">
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<p><span class="font-bold">综合结论:</span> 概念已步入<span class="highlight-emerald">基本面与主题共同驱动的复杂阶段</span>。需精选赛道，重于阿尔法而非贝塔。</p>
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<div>
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<h3 class="font-semibold text-slate-100">最具投资价值的细分环节:</h3>
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<ol class="list-decimal list-inside pl-2 space-y-1 mt-1">
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<li><span class="font-bold highlight-fuchsia">资源禀赋环节:</span> (磷矿石、萤石) 具备长期价值重估潜力。</li>
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<li><span class="font-bold highlight-fuchsia">高壁垒新兴材料环节:</span> (VC、六氟) 成长性逻辑清晰，能够穿越周期。</li>
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<li><span class="font-bold highlight-fuchsia">格局优化的寡头环节:</span> (MDI、三氯蔗糖) 具备定价权，盈利稳定性强。</li>
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</ol>
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</div>
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<p><span class="font-bold">需重点跟踪指标:</span> <span class="highlight-amber">产品价差数据</span>、<span class="highlight-amber">周度库存水平</span>、<span class="highlight-amber">下游开工率与终端数据</span>、<span class="highlight-amber">龙头企业资本开支计划</span>。</p>
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</div>
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</div>
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</div>
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</section>
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<!-- Supporting Data Section -->
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<section id="supporting-data" x-data="{ tab: 'news' }">
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<div class="tabs tabs-boxed bg-slate-800/50 mb-6">
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'news' }" @click.prevent="tab = 'news'">新闻数据精粹</a>
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'roadshow' }" @click.prevent="tab = 'roadshow'">路演纪要核心</a>
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'research' }" @click.prevent="tab = 'research'">研报观点提炼</a>
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</div>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
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<!-- News Data -->
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<template x-if="tab === 'news'">
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<div class="glass-card rounded-2xl p-6 animate-fade-in">
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<h3 class="font-bold text-lg text-slate-100 mb-2">宏观趋势与市场热度</h3>
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<p class="text-sm text-slate-300">财联社(2025-03-26)电，“涨价题材”成为市场焦点，热潮正逐步扩散至有色、化工、农业中的多个细分方向。</p>
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<p class="text-sm text-slate-300 mt-2">新闻(2025-11-18)指出，储能需求引爆涨价链，化工上游原材料“涨”声雷动。</p>
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</div>
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</template>
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<template x-if="tab === 'news'">
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<div class="glass-card rounded-2xl p-6 animate-fade-in">
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<h3 class="font-bold text-lg text-slate-100 mb-2">具体品种涨价信息</h3>
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<ul class="list-disc list-inside text-sm text-slate-300 space-y-1">
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<li><span class="highlight-amber">VC (碳酸亚乙烯酯):</span> 暴涨173%，六氟磷酸锂紧跟上涨138%。</li>
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<li><span class="highlight-amber">维生素D3:</span> 单日跳涨60% (现价600元/公斤)。</li>
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<li><span class="highlight-amber">双季戊四醇:</span> 半年涨幅超175%。</li>
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<li><span class="highlight-amber">有机硅DMC:</span> 龙头企业推动价格连续上涨，累计反弹1200元/吨。</li>
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<li><span class="highlight-amber">CAB:</span> 受关税影响，进口价格飙升至18-20万元/吨。</li>
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</ul>
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</div>
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</template>
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<template x-if="tab === 'news'">
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<div class="glass-card rounded-2xl p-6 animate-fade-in">
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<h3 class="font-bold text-lg text-slate-100 mb-2">潜在驱动因素</h3>
|
||
<ul class="list-disc list-inside text-sm text-slate-300 space-y-1">
|
||
<li><span class="highlight-cyan">航运成本:</span> 内贸危化品航运Q4旺季涨价。</li>
|
||
<li><span class="highlight-emerald">库存去化:</span> 环氧丙烷、锦纶、有机硅、草甘膦等品种厂家库存环比下降。</li>
|
||
<li><span class="highlight-rose">产量矛盾信号:</span> 上半年主要化工品产量平均上涨14%，与供给收缩逻辑需交叉验证。</li>
|
||
</ul>
|
||
</div>
|
||
</template>
|
||
|
||
<!-- Roadshow Data -->
|
||
<template x-if="tab === 'roadshow'">
|
||
<div class="glass-card rounded-2xl p-6 animate-fade-in">
|
||
<h3 class="font-bold text-lg text-slate-100 mb-2">总体趋势与逻辑</h3>
|
||
<p class="text-sm text-slate-300">CCPI指数上涨，涨价从精细化工蔓延至周期品。涨价逻辑：供给端因盈利压力收缩，需求端迎3-4月传统旺季预期。</p>
|
||
<p class="text-sm text-slate-300 mt-2">低盈利导致资本开支下降，行业库存处历史低位，加速产能退出。</p>
|
||
</div>
|
||
</template>
|
||
<template x-if="tab === 'roadshow'">
|
||
<div class="glass-card rounded-2xl p-6 animate-fade-in">
|
||
<h3 class="font-bold text-lg text-slate-100 mb-2">磷化工与化肥</h3>
|
||
<ul class="list-disc list-inside text-sm text-slate-300 space-y-1">
|
||
<li><span class="highlight-amber">工业级磷酸一铵:</span> 价格较年初上涨10.8%，工厂端库存近乎归零。</li>
|
||
<li><span class="highlight-cyan">驱动力:</span> 磷矿石供应紧张 (云贵限产30%) + 春耕及出口旺季 + 磷酸铁需求双轮驱动。</li>
|
||
<li><span class="highlight-amber">钾肥:</span> 春耕需求启动，俄罗斯/白俄出口量减少支撑价格。</li>
|
||
</ul>
|
||
</div>
|
||
</template>
|
||
<template x-if="tab === 'roadshow'">
|
||
<div class="glass-card rounded-2xl p-6 animate-fade-in">
|
||
<h3 class="font-bold text-lg text-slate-100 mb-2">MDI、有机硅、维生素</h3>
|
||
<ul class="list-disc list-inside text-sm text-slate-300 space-y-1">
|
||
<li><span class="highlight-amber">MDI:</span> 关注3-5月旺季需求，2025年新增产能有限。</li>
|
||
<li><span class="highlight-amber">有机硅:</span> DMC价格环比+10%，2025年无新增产能，新能源需求占比提升至25%。</li>
|
||
<li><span class="highlight-amber">维生素:</span> VA上涨约70%，VE上涨约21%，主因海外巨头停产检修，供给端收缩。</li>
|
||
</ul>
|
||
</div>
|
||
</template>
|
||
|
||
<!-- Research Report Data -->
|
||
<template x-if="tab === 'research'">
|
||
<div class="glass-card rounded-2xl p-6 animate-fade-in">
|
||
<h3 class="font-bold text-lg text-slate-100 mb-2">宏观背景与驱动</h3>
|
||
<p class="text-sm text-slate-300">全球制造业周期开启，外需定价工业品价格回暖。国内地产“一揽子”优化方案落地，改善上游化工品需求。</p>
|
||
<p class="text-sm text-slate-300 mt-2">行业处于价格、ROE、库存、PB“四重低位”，若需求回暖，涨价弹性巨大。</p>
|
||
</div>
|
||
</template>
|
||
<template x-if="tab === 'research'">
|
||
<div class="glass-card rounded-2xl p-6 animate-fade-in">
|
||
<h3 class="font-bold text-lg text-slate-100 mb-2">重点子行业涨价逻辑</h3>
|
||
<ul class="list-disc list-inside text-sm text-slate-300 space-y-1">
|
||
<li><span class="highlight-amber">磷化工:</span> 工业一铵库存历史低位，水溶肥旺季与磷酸铁需求拉动。</li>
|
||
<li><span class="highlight-amber">TMA:</span> 美国工厂爆炸致全球产量骤减，国内价格年初以来上涨约221%。</li>
|
||
<li><span class="highlight-amber">UVA (紫外线吸收剂):</span> 福建工厂火灾造成阶段性停产，有望推升价格。</li>
|
||
<li><span class="highlight-amber">涤纶长丝:</span> 龙头联合减产及设备改造，供给端大幅缩减约8.3%。</li>
|
||
</ul>
|
||
</div>
|
||
</template>
|
||
<template x-if="tab === 'research'">
|
||
<div class="glass-card rounded-2xl p-6 animate-fade-in">
|
||
<h3 class="font-bold text-lg text-slate-100 mb-2">涨价传导与影响</h3>
|
||
<p class="text-sm text-slate-300">成本端支撑强劲：国际原油价格上行，天然气、主焦煤价格上涨可能传导至煤化工、石化产业链。</p>
|
||
<p class="text-sm text-slate-300 mt-2">化工品价格上涨带动行业盈利修复，若持续，有望催化资本开支提升，带来更多化工工程建设订单。</p>
|
||
</div>
|
||
</template>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data Section -->
|
||
<section id="stock-data">
|
||
<div class="glass-card rounded-3xl p-6 md:p-8">
|
||
<h2 class="font-orbitron text-2xl font-bold mb-6 highlight-cyan section-title">相关产业链核心标的</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-custom w-full">
|
||
<thead>
|
||
<tr>
|
||
<th class="text-slate-200">股票名称</th>
|
||
<th class="text-slate-200">股票代码</th>
|
||
<th class="text-slate-200">核心涨价品种</th>
|
||
<th class="text-slate-200">相关信息 (产能等)</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data will be populated here -->
|
||
<tr><td>万华化学</td><td><a href='https://valuefrontier.cn/company?scode=600309' target='_blank' class='link link-hover text-cyan-400'>600309</a></td><td>MDI/TDI/新戊二醇</td><td>纯MDI: 93万吨, TDI: 98万吨</td></tr>
|
||
<tr><td>云天化</td><td><a href='https://valuefrontier.cn/company?scode=600096' target='_blank' class='link link-hover text-cyan-400'>600096</a></td><td>磷矿石/磷肥/尿素</td><td>磷矿石: 1450万吨, 磷酸二铵: 445万吨</td></tr>
|
||
<tr><td>兴发集团</td><td><a href='https://valuefrontier.cn/company?scode=600141' target='_blank' class='link link-hover text-cyan-400'>600141</a></td><td>磷矿石/草甘膦/有机硅DMC</td><td>磷矿石: 585万吨, 草甘膦: 23万吨, 有机硅DMC: 36万吨</td></tr>
|
||
<tr><td>盐湖股份</td><td><a href='https://valuefrontier.cn/company?scode=000792' target='_blank' class='link link-hover text-cyan-400'>000792</a></td><td>氯化钾/碳酸锂</td><td>氯化钾: 500万吨, 电池级碳酸锂: 2万吨</td></tr>
|
||
<tr><td>巨化股份</td><td><a href='https://valuefrontier.cn/company?scode=600160' target='_blank' class='link link-hover text-cyan-400'>600160</a></td><td>制冷剂(R32, R134a, R125)</td><td>R32: 11.42万吨, R134a: 6.87万吨</td></tr>
|
||
<tr><td>新和成</td><td>N/A</td><td>维生素(VE, VA, VD3)/蛋氨酸</td><td>维生素VE: 3万吨, 维生素VA: 1万吨</td></tr>
|
||
<tr><td>金禾实业</td><td><a href='https://valuefrontier.cn/company?scode=002597' target='_blank' class='link link-hover text-cyan-400'>002597</a></td><td>三氯蔗糖/安赛蜜</td><td>三氯蔗糖: 1.5万吨, 安赛蜜: 1.4万吨</td></tr>
|
||
<tr><td>华鲁恒升</td><td><a href='https://valuefrontier.cn/company?scode=600426' target='_blank' class='link link-hover text-cyan-400'>600426</a></td><td>尿素/DMF/草酸</td><td>尿素: 330万吨, DMF: 65万吨</td></tr>
|
||
<tr><td>鲁西化工</td><td><a href='https://valuefrontier.cn/company?scode=000830' target='_blank' class='link link-hover text-cyan-400'>000830</a></td><td>己内酰胺/PC/正丁醇</td><td>己内酰胺: 65万吨, PC: 30万吨</td></tr>
|
||
<tr><td>恒力石化</td><td><a href='https://valuefrontier.cn/company?scode=600346' target='_blank' class='link link-hover text-cyan-400'>600346</a></td><td>PTA/乙烯/MEG</td><td>PTA: 1160万吨, 乙烯: 150万吨</td></tr>
|
||
<tr><td>中泰化学</td><td><a href='https://valuefrontier.cn/company?scode=002092' target='_blank' class='link link-hover text-cyan-400'>002092</a></td><td>电石法PVC/粘胶短纤/电石</td><td>电石法PVC: 205万吨, 粘胶短纤: 88万吨</td></tr>
|
||
<tr><td>金石资源</td><td><a href='https://valuefrontier.cn/company?scode=603505' target='_blank' class='link link-hover text-cyan-400'>603505</a></td><td>萤石/氢氟酸</td><td>萤石: 112采矿权万吨, 氢氟酸: 30万吨</td></tr>
|
||
<tr><td>山东海化</td><td><a href='https://valuefrontier.cn/company?scode=000822' target='_blank' class='link link-hover text-cyan-400'>000822</a></td><td>溴素/重质纯碱</td><td>溴素: 0.8万吨, 重质纯碱: 112万吨</td></tr>
|
||
<tr><td>远兴能源</td><td>N/A</td><td>重质纯碱/尿素</td><td>重质纯碱: 476万吨, 尿素: 154万吨</td></tr>
|
||
<tr><td>振华股份</td><td><a href='https://valuefrontier.cn/company?scode=603067' target='_blank' class='link link-hover text-cyan-400'>603067</a></td><td>金属铬</td><td>产能: 1万吨</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
</main>
|
||
|
||
<footer class="text-center mt-12 text-xs text-slate-500">
|
||
<p>北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
|
||
<p class="mt-1">本报告为AI合成数据，投资需谨慎。</p>
|
||
</footer>
|
||
|
||
</div>
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
var chartDom = document.getElementById('priceChart');
|
||
var myChart = echarts.init(chartDom);
|
||
var option;
|
||
|
||
option = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: {
|
||
type: 'shadow'
|
||
},
|
||
formatter: '{b}: {c}%',
|
||
backgroundColor: 'rgba(20, 20, 40, 0.8)',
|
||
borderColor: '#555',
|
||
textStyle: {
|
||
color: '#E0E0E0'
|
||
}
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '3%',
|
||
containLabel: true
|
||
},
|
||
xAxis: {
|
||
type: 'value',
|
||
boundaryGap: [0, 0.01],
|
||
axisLine: { lineStyle: { color: 'rgba(255, 255, 255, 0.3)' } },
|
||
splitLine: { lineStyle: { color: 'rgba(255, 255, 255, 0.1)' } },
|
||
axisLabel: { color: '#ccc', formatter: '{value}%' }
|
||
},
|
||
yAxis: {
|
||
type: 'category',
|
||
data: ['TMA', 'VC', '六氟磷酸锂', '维生素D3', 'VA', '双季戊四醇', '溴素'],
|
||
axisLine: { lineStyle: { color: 'rgba(255, 255, 255, 0.3)' } },
|
||
axisLabel: { color: '#ccc' }
|
||
},
|
||
series: [
|
||
{
|
||
name: '涨幅',
|
||
type: 'bar',
|
||
data: [
|
||
{ value: 221, name: 'TMA' },
|
||
{ value: 173, name: 'VC' },
|
||
{ value: 138, name: '六氟磷酸锂' },
|
||
{ value: 60, name: '维生素D3 (单日)' },
|
||
{ value: 70, name: 'VA' },
|
||
{ value: 175, name: '双季戊四醇 (半年)' },
|
||
{ value: 30.2, name: '溴素' },
|
||
].sort((a, b) => a.value - b.value),
|
||
itemStyle: {
|
||
borderRadius: [0, 5, 5, 0],
|
||
color: new echarts.graphic.LinearGradient(1, 0, 0, 0, [
|
||
{ offset: 0, color: '#833ab4' },
|
||
{ offset: 0.5, color: '#fd1d1d' },
|
||
{ offset: 1, color: '#fcb045' }
|
||
])
|
||
},
|
||
emphasis: {
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(1, 0, 0, 0, [
|
||
{ offset: 0, color: '#a35ac4' },
|
||
{ offset: 0.5, color: '#fd3d3d' },
|
||
{ offset: 1, color: '#fcc065' }
|
||
])
|
||
}
|
||
},
|
||
label: {
|
||
show: true,
|
||
position: 'right',
|
||
formatter: '{c}%',
|
||
color: '#fff'
|
||
}
|
||
}
|
||
]
|
||
};
|
||
|
||
// Sort data for better visualization
|
||
option.series[0].data.sort((a, b) => a.value - b.value);
|
||
option.yAxis.data = option.series[0].data.map(item => item.name);
|
||
|
||
option && myChart.setOption(option);
|
||
|
||
window.addEventListener('resize', myChart.resize);
|
||
});
|
||
|
||
// Simple fade-in animation for tab content
|
||
document.addEventListener('alpine:init', () => {
|
||
Alpine.directive('animate-fade-in', el => {
|
||
el.style.opacity = 0;
|
||
el.style.transition = 'opacity 0.5s ease-out';
|
||
setTimeout(() => {
|
||
el.style.opacity = 1;
|
||
}, 10);
|
||
});
|
||
});
|
||
</script>
|
||
|
||
</body>
|
||
</html> |