538 lines
40 KiB
HTML
538 lines
40 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>燃气设备 - AI投研深度报告</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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<style>
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@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Inter', 'Noto Sans SC', sans-serif;
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background-color: #020418;
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background-image:
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radial-gradient(at 27% 37%, hsla(215, 98%, 61%, 0.1) 0px, transparent 50%),
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-webkit-backdrop-filter: blur(16px);
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transition: all 0.3s ease;
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display: grid;
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gap: 1rem;
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grid-column: span 1;
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.bento-item-span-6 {
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grid-column: span 6;
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</style>
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</head>
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<body class="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="text-4xl md:text-6xl font-bold text-cyan-300 glow-title tracking-widest uppercase">
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燃气设备
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</h1>
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<p class="text-lg text-slate-400 mt-4">AI投研深度报告</p>
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<p class="text-xs text-slate-500 mt-2">
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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<br>
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本报告为AI合成数据，投资需谨慎。
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</p>
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</header>
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<main class="space-y-8">
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<!-- Insight核心 -->
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<section id="insight-core" class="space-y-8">
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<div class="glass-card rounded-3xl p-6 md:p-8">
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<h2 class="text-2xl font-bold text-cyan-300 mb-4 border-l-4 border-cyan-300 pl-4">核心观点摘要</h2>
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<p class="text-slate-300 leading-relaxed">“燃气设备”概念正经历一场深刻的结构性分化与价值重估。其核心驱动力正从政策驱动的<span class="text-amber-300 font-semibold">存量安全设备更新</span>，向AI革命引爆的<span class="text-fuchsia-400 font-semibold">增量能源基础设施建设</span>快速切换。当前，概念正处于“传统安全逻辑”与“前沿科技逻辑”并存的阶段，未来最大的潜力在于高技术壁垒的<span class="text-cyan-400 font-semibold">燃气发电核心设备</span>（如燃气轮机及其零部件），而非传统的民用燃气器具。</p>
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</div>
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<div class="glass-card rounded-3xl p-6 md:p-8">
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<h2 class="text-2xl font-bold text-cyan-300 mb-6 border-l-4 border-cyan-300 pl-4">概念演进与驱动力分析</h2>
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<div x-data="{ tab: 'timeline' }" class="w-full">
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<div class="tabs tabs-boxed bg-black/20 mb-6">
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<a class="tab" :class="{ 'tab-active': tab === 'timeline' }" @click="tab = 'timeline'">概念事件时间轴</a>
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<a class="tab" :class="{ 'tab-active': tab === 'logic' }" @click="tab = 'logic'">核心逻辑与市场认知</a>
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<a class="tab" :class="{ 'tab-active': tab === 'catalyst' }" @click="tab = 'catalyst'">关键催化剂与路径</a>
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</div>
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<div x-show="tab === 'timeline'">
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<h3 class="text-xl font-semibold text-slate-200 mb-4">0. 概念事件</h3>
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<ul class="timeline timeline-snap-icon max-md:timeline-compact timeline-vertical">
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<li>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-amber-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm.75-13a.75.75 0 00-1.5 0v5c0 .414.336.75.75.75h4a.75.75 0 000-1.5h-3.25V5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic text-slate-400">2024年3月</time>
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<div class="text-lg font-black text-amber-300">安全驱动阶段</div>
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河北燕郊燃气事件引发全国燃气安全大排查，直接催化市场对燃气软管、阀门、探测器等户内安全设备的强制更换预期，形成对<span class="font-bold">存量市场更新换代</span>的短期强刺激。
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</div>
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<hr class="bg-amber-400"/>
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</li>
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<li>
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<hr class="bg-sky-400"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-sky-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm.75-13a.75.75 0 00-1.5 0v5c0 .414.336.75.75.75h4a.75.75 0 000-1.5h-3.25V5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end mb-10">
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<time class="font-mono italic text-slate-400">2024年8月</time>
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<div class="text-lg font-black text-sky-300">政策落地阶段</div>
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5项燃气安全强制性国家标准实施，特别是《电磁式燃气紧急切断阀》首次制定，为安全设备更换提供了法规依据，将短期催化转变为中长期产业升级，直接利好<span class="font-bold">万讯自控</span>等核心产品公司。
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</div>
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<hr class="bg-fuchsia-400"/>
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</li>
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<li>
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<hr class="bg-fuchsia-400"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-fuchsia-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm.75-13a.75.75 0 00-1.5 0v5c0 .414.336.75.75.75h4a.75.75 0 000-1.5h-3.25V5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic text-slate-400">2024-2025年</time>
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<div class="text-lg font-black text-fuchsia-400">新兴需求浮现</div>
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AI数据中心建设带来巨大能源需求，北美电网瓶颈使燃气发电成为“<span class="font-bold">短期最优方案</span>”。全球新规划AI数据中心<span class="font-bold">57%采用燃气供电</span>，引爆对燃气轮机、发电机组等高价值工业设备的需求。
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</div>
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<hr class="bg-slate-500"/>
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</li>
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<li>
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<hr class="bg-slate-500"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-slate-500"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm.75-13a.75.75 0 00-1.5 0v5c0 .414.336.75.75.75h4a.75.75 0 000-1.5h-3.25V5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end">
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<time class="font-mono italic text-slate-400">持续演进</time>
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<div class="text-lg font-black text-slate-400">对冲趋势</div>
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在民用、商用领域，出于环保（ESG）和能效考虑，<span class="font-bold">电动设备替代传统燃气设备</span>的趋势正在发生，构成对部分传统燃气设备市场的长期挑战。
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</div>
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</li>
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</ul>
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</div>
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<div x-show="tab === 'logic'" x-cloak>
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<h3 class="text-xl font-semibold text-slate-200 mb-4">2. 核心驱动力：“一体两翼”格局</h3>
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<ul class="space-y-4">
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<li><strong class="text-sky-300">主体驱动 - 安全与政策 (存量替换):</strong> 基本盘。以燕郊事件为引，国家强制标准落地，为阀门、探测器等创造确定性替换市场。逻辑清晰，但天花板较低。</li>
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<li><strong class="text-fuchsia-400">右翼驱动 - AI算力与能源需求 (颠覆式增量):</strong> 最具想象力。AI数据中心的高能耗和电力稳定性需求，使燃气发电成为短期最优解。预测2028年全球AI数据中心燃机市场达151亿美元，将概念拔高到<span class="font-bold">AI核心基础设施</span>高度。</li>
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<li><strong class="text-amber-300">左翼驱动 - 能源转型与保供 (结构性需求):</strong> 在“双碳”背景下，天然气作为调峰和供热的清洁能源仍有稳定需求，为管道、储罐等重型设备提供稳定市场。</li>
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</ul>
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<h3 class="text-xl font-semibold text-slate-200 mt-6 mb-4">预期差分析</h3>
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<ul class="space-y-4 list-disc list-inside text-slate-300">
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<li><span class="font-semibold text-white">宏观预期差:</span> 市场普遍认知传统城网投资放缓，但忽略了AI驱动的<span class="text-fuchsia-400">全新电力资本开支周期</span>。</li>
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<li><span class="font-semibold text-white">产业链预期差:</span> 市场关注整机（如杰瑞股份），但销量预期存疑。真正的机会可能在技术壁垒极高、国产化率低的核心零部件，如占成本<span class="text-cyan-400">36%的涡轮叶片</span>（应流股份）。</li>
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<li><span class="font-semibold text-white">认知盲点:</span> 从“设备”到“高端制造”。燃气轮机叶片制造需重型五轴机床（科德数控），概念已延伸至<span class="text-cyan-400">高端制造领域</span>。</li>
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</ul>
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</div>
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<div x-show="tab === 'catalyst'" x-cloak>
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<h3 class="text-xl font-semibold text-slate-200 mb-4">3. 关键催化剂与未来发展路径</h3>
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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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<h4 class="font-bold text-lg text-cyan-300 mb-2">近期催化剂 (3-6个月)</h4>
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<ul class="list-disc list-inside space-y-2 text-slate-300">
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<li>AI巨头（特别是国内）燃气发电采购订单落地。</li>
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<li>核心部件（如叶片）国产化突破性进展新闻。</li>
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<li>冬季供暖季天然气价格波动。</li>
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<li>上市公司安全设备更换销量的财报数据验证。</li>
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</ul>
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</div>
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<div>
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<h4 class="font-bold text-lg text-fuchsia-400 mb-2">长期发展路径</h4>
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<ol class="list-decimal list-inside space-y-2 text-slate-300">
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<li><strong class="text-white">启动期 (当前):</strong> 安全更换与AI发电需求同步启动。</li>
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<li><strong class="text-white">成长期:</strong> AI数据中心燃气发电方案普及，国产核心部件产业链形成，氢能小范围试点。</li>
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<li><strong class="text-white">成熟期 (远景):</strong> 燃气发电扮演调峰角色，与可再生能源融合，管网向氢能过渡，设备全面升级。</li>
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</ol>
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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 -->
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<div class="glass-card rounded-3xl p-6 md:p-8">
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<h2 class="text-2xl font-bold text-cyan-300 mb-4 border-l-4 border-cyan-300 pl-4">产业链图谱与核心公司</h2>
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<p class="text-slate-400 mb-6">燃气设备产业链正从传统的输配和民用，向高附加值的工业发电和上游处理设备延伸，AI是关键的变量。</p>
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<div id="echarts-treemap" class="w-full h-96 md:h-[500px]"></div>
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</div>
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<div class="glass-card rounded-3xl p-6 md:p-8">
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<h3 class="text-xl font-semibold text-slate-200 mb-4">核心玩家对比</h3>
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<div class="overflow-x-auto">
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<table class="table table-zebra bg-transparent">
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<thead>
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<tr class="text-cyan-300">
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<th>定位</th>
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<th>公司</th>
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<th>核心逻辑</th>
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<th>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="font-bold text-fuchsia-400">领导者 (AI核心部件)</td>
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<td class="font-semibold">应流股份</td>
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<td>逻辑最纯粹，切入最高价值的涡轮叶片，获GE/西门子认可，在手订单饱满，确定性强。</td>
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<td>产能释放进度，技术迭代风险。</td>
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</tr>
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<tr>
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<td class="font-bold text-sky-400">追赶者 (AI发电整机)</td>
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<td class="font-semibold">杰瑞股份</td>
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<td>AI燃气发电概念先锋，市场辨识度高，已获海外订单。</td>
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<td>销量预期存在争议，面临国际巨头竞争，利润贡献待验证。</td>
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</tr>
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<tr>
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<td class="font-bold text-amber-400">转型者 (传统安全龙头)</td>
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<td class="font-semibold">万讯自控</td>
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<td>民用安全设备（切断阀、报警器）优势明确，受益政策，业绩有保障，属防守型标的。</td>
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<td>成长天花板低于AI发电领域，市场空间相对有限。</td>
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</tr>
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<tr>
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<td class="font-bold text-emerald-400">潜在赋能者 (高端制造)</td>
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<td class="font-semibold">科德数控</td>
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<td>产业链“隐形冠军”，其重型五轴机床是制造叶片的关键瓶颈设备，弹性巨大。</td>
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<td>目前仍以进口为主，国产突破尚需时间，短期业绩关联度低。</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 class="glass-card rounded-3xl p-6 md:p-8">
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<h2 class="text-2xl font-bold text-rose-400 mb-4 border-l-4 border-rose-400 pl-4">潜在风险与挑战</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
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<div class="bg-black/20 p-4 rounded-xl border border-rose-500/30">
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<h4 class="font-bold text-rose-300">技术风险</h4>
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<p class="text-slate-400 text-sm">核心技术（燃烧室、高温叶片）仍被寡头垄断，国内重型燃机市占率不足5%，国产化是最大瓶颈。</p>
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</div>
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<div class="bg-black/20 p-4 rounded-xl border border-rose-500/30">
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<h4 class="font-bold text-rose-300">商业化风险</h4>
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<p class="text-slate-400 text-sm">燃气发电LCOE高于“光伏+储能”，经济性受天然气价格波动影响大。民用领域面临电动化替代趋势。</p>
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</div>
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<div class="bg-black/20 p-4 rounded-xl border border-rose-500/30">
|
||
<h4 class="font-bold text-rose-300">政策与竞争风险</h4>
|
||
<p class="text-slate-400 text-sm">美国《通胀削减法案》(IRA)可能限制出口补贴。全球燃机市场CR3份额高达76%，竞争壁垒极高。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-card rounded-3xl p-6 md:p-8">
|
||
<h2 class="text-2xl font-bold text-emerald-300 mb-4 border-l-4 border-emerald-300 pl-4">综合结论与投资启示</h2>
|
||
<p class="mb-4 text-slate-300">“燃气设备”概念已分化为两个独立市场：一是政策驱动、基本面兑现的<span class="text-amber-300">民用安全设备市场</span>；二是AI引爆、高风险高回报的<span class="text-fuchsia-400">工业发电装备市场</span>。</p>
|
||
<h4 class="font-bold text-lg text-emerald-200 mb-2">最具投资价值的细分环节：</h4>
|
||
<ul class="list-decimal list-inside space-y-2 text-slate-300">
|
||
<li><strong class="text-white">燃气轮机核心热端部件（涡轮叶片）:</strong> 技术壁垒最高，价值量最大，是产业链的“咽喉”，国产替代空间广阔，需求确定性强。</li>
|
||
<li><strong class="text-white">高端工业母机（五轴联动数控机床）:</strong> "卖铲人"逻辑，是中国突破高端装备制造瓶颈的必经之路，具备极高战略价值和想象空间。</li>
|
||
</ul>
|
||
<h4 class="font-bold text-lg text-emerald-200 mt-4 mb-2">需重点跟踪的关键指标：</h4>
|
||
<ul class="list-disc list-inside space-y-2 text-slate-300">
|
||
<li>核心公司（应流股份、杰瑞股份）的新增订单量与交付进度。</li>
|
||
<li>国内重型燃气轮机市场占有率变化。</li>
|
||
<li>全球及国内天然气价格走势。</li>
|
||
<li>AI数据中心主流厂商发布的能源解决方案技术路线图。</li>
|
||
</ul>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 支撑数据 -->
|
||
<section id="supporting-data" x-data="{}" class="pt-10">
|
||
<h2 class="text-3xl font-bold text-center text-cyan-300 mb-8 glow-title">数据情报支撑</h2>
|
||
<div class="bento-grid">
|
||
<div class="glass-card rounded-3xl p-6 md:p-8 bento-item bento-item-span-2">
|
||
<h3 class="text-xl font-bold text-cyan-300 mb-4">关键新闻摘要</h3>
|
||
<ul class="space-y-3 list-disc list-inside text-sm text-slate-300">
|
||
<li><strong>燃气安全新国标实施:</strong> 8月1日起实施5项燃气安全强制性国家标准，《电磁式燃气紧急切断阀》为首次制定。</li>
|
||
<li><strong>万讯自控子公司受益:</strong> 成都特恩达（紧急切断阀）和成都安可信（气体报警器）产品销量快速增长，前者2019年销售额已破亿。</li>
|
||
<li><strong>产业链公司布局:</strong> 凯添燃气（智能燃气表）、东方环宇（燃气设备领军）、贵州燃气（设施建设运营）等均在设备领域有深入布局。</li>
|
||
<li><strong>新兴设备提及:</strong> 新闻标签中明确提及“燃气轮机/HRSG”，预示工业应用端的重要性。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="glass-card rounded-3xl p-6 md:p-8 bento-item bento-item-span-4">
|
||
<h3 class="text-xl font-bold text-cyan-300 mb-4">路演核心纪要</h3>
|
||
<div class="text-sm text-slate-300 space-y-3 max-h-80 overflow-y-auto pr-2">
|
||
<div class="collapse collapse-plus bg-black/20">
|
||
<input type="radio" name="my-accordion-3" checked="checked" />
|
||
<div class="collapse-title text-md font-medium text-fuchsia-300">
|
||
中金公司《高端装备半月谈12》- AI与燃气发电
|
||
</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-1">
|
||
<li>北美AI数据中心57%采用燃气供电，燃气发电为短期最优方案。</li>
|
||
<li>燃气轮机产业链机会凸显，全球龙头CR3份额76%，国产化率不足5%。</li>
|
||
<li>核心零部件价值高：涡轮叶片占成本36%。</li>
|
||
<li>对杰瑞股份燃气发电机组销量预期提出质疑，认为存在高估风险。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-black/20">
|
||
<input type="radio" name="my-accordion-3" />
|
||
<div class="collapse-title text-md font-medium text-fuchsia-300">
|
||
国信证券《天然气行业交流》- LNG重卡
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p>LNG重卡等新兴领域需求支撑天然气总量增长，是燃气设备企业潜在投资标的之一。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-black/20">
|
||
<input type="radio" name="my-accordion-3" />
|
||
<div class="collapse-title text-md font-medium text-fuchsia-300">
|
||
国信证券《2025年4月金股》- 应流股份
|
||
</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-1">
|
||
<li>燃气轮机叶片市场空间巨大，2025年近400亿美元，国内产能稀缺。</li>
|
||
<li>公司在手订单达8亿元，覆盖GE、西门子等头部客户。</li>
|
||
<li>2025年有望迎来业绩兑现期。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-black/20">
|
||
<input type="radio" name="my-accordion-3" />
|
||
<div class="collapse-title text-md font-medium text-slate-400">
|
||
替代趋势：多场海外路演
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p>史丹利百得、Symphony Ltd.、The Gym Group等多家公司均提出用锂电/电热设备替代传统燃气设备，以实现环保与能效目标。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="glass-card rounded-3xl p-6 md:p-8 bento-item bento-item-span-6">
|
||
<h3 class="text-xl font-bold text-cyan-300 mb-4">研报精华提炼</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-4 text-sm text-slate-300">
|
||
<div class="bg-black/20 p-4 rounded-xl">
|
||
<h4 class="font-bold text-sky-300">智能化与数字化</h4>
|
||
<p>物联网燃气表、智能终端、SCADA/GIS系统全面推进，提升效率与安全。</p>
|
||
</div>
|
||
<div class="bg-black/20 p-4 rounded-xl">
|
||
<h4 class="font-bold text-sky-300">基础设施建设</h4>
|
||
<p>管网、调压站等传统设施持续建设，大型LNG接收站（如华润燃气如东项目）成战略重点。</p>
|
||
</div>
|
||
<div class="bg-black/20 p-4 rounded-xl">
|
||
<h4 class="font-bold text-sky-300">业务多元化延伸</h4>
|
||
<p>向下游燃气具、厨房电器、安防产品延伸；向综合能源（光伏、储能）布局；探索氢能管网、掺氢燃烧等前沿设备。</p>
|
||
</div>
|
||
<div class="bg-black/20 p-4 rounded-xl">
|
||
<h4 class="font-bold text-sky-300">财务指标反映</h4>
|
||
<p>资本开支直接反映设备投资规模，ROIC等指标体现设备资产运营效率。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 关联股票 -->
|
||
<section id="stock-list" class="pt-10">
|
||
<h2 class="text-3xl font-bold text-center text-cyan-300 mb-8 glow-title">核心关联标的</h2>
|
||
|
||
<div class="glass-card rounded-3xl p-6 md:p-8 mb-8">
|
||
<h3 class="text-xl font-semibold text-amber-300 mb-4">安全事件驱动相关标的 (2024.03.13)</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-sm bg-transparent">
|
||
<thead>
|
||
<tr class="text-amber-200">
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>关联标签</th>
|
||
<th>关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data from JSON will be populated here -->
|
||
<tr><td>永和智控</td><td><a href="https://valuefrontier.cn/company?scode=002795" target="_blank" class="link link-hover text-cyan-400">002795</a></td><td>燃气阀门(自闭阀)</td><td>燕郊事件后，燃气安全排查带动强制更换预期。</td></tr>
|
||
<tr><td>万讯自控</td><td><a href="https://valuefrontier.cn/company?scode=300112" target="_blank" class="link link-hover text-cyan-400">300112</a></td><td>燃气探测器</td><td>燕郊事件后，燃气安全排查带动强制更换预期。</td></tr>
|
||
<tr><td>汉威科技</td><td><a href="https://valuefrontier.cn/company?scode=300007" target="_blank" class="link link-hover text-cyan-400">300007</a></td><td>燃气探测器</td><td>燕郊事件后，燃气安全排查带动强制更换预期。</td></tr>
|
||
<tr><td>金卡智能</td><td><a href="https://valuefrontier.cn/company?scode=300349" target="_blank" class="link link-hover text-cyan-400">300349</a></td><td>燃气阀门(自闭阀)</td><td>燕郊事件后，燃气安全排查带动强制更换预期。</td></tr>
|
||
<tr><td>真兰仪表</td><td><a href="https://valuefrontier.cn/company?scode=301303" target="_blank" class="link link-hover text-cyan-400">301303</a></td><td>燃气软管</td><td>燕郊事件后，燃气安全排查带动强制更换预期。</td></tr>
|
||
<tr><td>万和电气</td><td><a href="https://valuefrontier.cn/company?scode=002543" target="_blank" class="link link-hover text-cyan-400">002543</a></td><td>燃气具</td><td>燕郊事件后，燃气安全排查带动强制更换预期。</td></tr>
|
||
<tr><td>华帝股份</td><td><a href="https://valuefrontier.cn/company?scode=002035" target="_blank" class="link link-hover text-cyan-400">002035</a></td><td>燃气软管</td><td>燕郊事件后，燃气安全排查带动强制更换预期。</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-card rounded-3xl p-6 md:p-8">
|
||
<h3 class="text-xl font-semibold text-sky-300 mb-4">涨幅异动分析相关标的</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-sm bg-transparent">
|
||
<thead>
|
||
<tr class="text-sky-200">
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>异动日期</th>
|
||
<th>涨幅</th>
|
||
<th>核心驱动逻辑摘要</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data from JSON will be populated here -->
|
||
<tr><td>东方环宇</td><td><a href="https://valuefrontier.cn/company?scode=603706" target="_blank" class="link link-hover text-cyan-400">603706</a></td><td>2025-06-18</td><td class="text-error">6.09%</td><td>技术面突破+燃气板块补涨+地缘政治催化能源价格预期。</td></tr>
|
||
<tr><td>凯添燃气</td><td><a href="https://valuefrontier.cn/company?scode=920010" target="_blank" class="link link-hover text-cyan-400">920010</a></td><td>2025-10-14</td><td class="text-error">5.30%</td><td>政策利好预期下板块整体拉升，叠加北交所“燃气”稀缺标的属性。</td></tr>
|
||
<tr><td>胜利股份</td><td><a href="https://valuefrontier.cn/company?scode=000407" target="_blank" class="link link-hover text-cyan-400">000407</a></td><td>2025-11-12</td><td class="text-error">10.10%</td><td>11亿并购燃气资产，利润翻倍预期+REITs政策风口。</td></tr>
|
||
<tr><td>长春燃气</td><td><a href="https://valuefrontier.cn/company?scode=600333" target="_blank" class="link link-hover text-cyan-400">600333</a></td><td>2025-06-19</td><td class="text-error">6.15%</td><td>地缘政治推高天然气价格预期，板块集体走强，资金流入防御板块。</td></tr>
|
||
<tr><td>首华燃气</td><td><a href="https://valuefrontier.cn/company?scode=300483" target="_blank" class="link link-hover text-cyan-400">300483</a></td><td>2025-11-28</td><td class="text-error">5.28%</td><td>燃气发电战略机遇+AI算力新需求+冬季季节性需求预期共振。</td></tr>
|
||
<tr><td>佛燃能源</td><td><a href="https://valuefrontier.cn/company?scode=002911" target="_blank" class="link link-hover text-cyan-400">002911</a></td><td>2025-08-13</td><td class="text-error">10.04%</td><td>燃气板块整体走强，叠加SOFC新能源转型概念与能源板块重组预期。</td></tr>
|
||
<tr><td>蓝焰控股</td><td><a href="https://valuefrontier.cn/company?scode=000968" target="_blank" class="link link-hover text-cyan-400">000968</a></td><td>2025-06-13</td><td class="text-error">5.97%</td><td>地缘政治紧张引发能源价格上涨预期，板块联动效应。</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
</section>
|
||
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|
||
|
||
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|
||
|
||
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|
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|
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