584 lines
43 KiB
HTML
584 lines
43 KiB
HTML
<!DOCTYPE html>
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<title>深度行研 | 风电概念</title>
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background-color: hsl(var(--b1));
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background-image:
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radial-gradient(ellipse 80% 80% at 50% -20%, hsla(180, 100%, 50%, 0.15), rgba(255, 255, 255, 0)),
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.disclaimer {
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text-align: center;
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position: sticky;
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top: 0;
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z-index: 50;
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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="disclaimer">
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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，本报告为AI合成数据，投资需谨慎。
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</div>
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<div class="container mx-auto p-4 md:p-8">
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<!-- Hero Section -->
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<header class="text-center py-16 md:py-24 relative overflow-hidden rounded-box">
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<div class="absolute inset-0 bg-grid-cyan-500/10 [mask-image:linear-gradient(to_bottom,white_5%,transparent_90%)]"></div>
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<div class="absolute -top-1/2 left-1/2 -translate-x-1/2 w-[200%] h-[200%] bg-[radial-gradient(circle_farthest-side,hsla(var(--p)/0.2),transparent)] animate-pulse"></div>
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<h1 class="font-title text-5xl md:text-7xl font-bold tracking-tighter glow-text-primary">
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风电 Wind Power
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</h1>
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<p class="mt-4 text-lg md:text-xl text-base-content/80 max-w-3xl mx-auto">
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由经济性与战略再平衡驱动，进入陆海共振、技术升级与全球化加速的新一轮高景气周期。
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</p>
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</header>
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<main class="mt-12 space-y-12">
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<!-- Insight Section -->
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<section class="glass-card p-6 md:p-8 rounded-box">
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<h2 class="font-title text-3xl md:text-4xl font-bold mb-6 border-l-4 border-primary pl-4 glow-text-primary">概念深度Insight</h2>
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<div class="space-y-8">
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<!-- 0. Concept Event -->
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<div>
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<h3 class="font-title text-2xl font-semibold mb-4 flex items-center gap-3">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-primary" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 10V3L4 14h7v7l9-11h-7z" /></svg>
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概念事件：从低谷到景气复苏的关键转折
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</h3>
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<ul class="timeline timeline-compact timeline-vertical">
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<li>
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<div class="timeline-start timeline-box glass-card">
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<time class="font-mono italic text-accent">~2023年：历史背景</time>
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<p class="mt-1">后补贴时代，行业经历残酷价格战。陆风机价跌破1000元/kW，海风探底3000元/kW以下，全产业链盈利承压，海风招标量同比下降超40%。</p>
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</div>
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<hr class="bg-primary"/>
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</li>
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<li>
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<hr class="bg-primary"/>
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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="w-5 h-5 text-primary"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end timeline-box glass-card">
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<time class="font-mono italic text-accent">2024年：转折点</time>
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<p class="mt-1">需求井喷，招标量同比剧增93%。风电IRR达8.75%，远超光伏6.68%，经济性反超。市场预期“十五五”风电装机占比将从不足30%提升至40-50%。</p>
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</div>
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<hr class="bg-primary"/>
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</li>
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<li>
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<hr class="bg-primary"/>
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<div class="timeline-start timeline-box glass-card">
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<time class="font-mono italic text-accent">2025年至今：景气兑现</time>
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<p class="mt-1">Q1-Q2业绩爆发，多家公司利润增速超300%。风机及零部件价格企稳回升。海风全面复苏，装机目标翻倍。20GW深远海示范项目获批，战略新篇章开启。</p>
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</div>
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</li>
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</ul>
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</div>
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<!-- 1&2 Core Logic -->
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<div class="grid md:grid-cols-2 gap-8">
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<div class="space-y-4 p-4 rounded-box border border-primary/20">
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<h3 class="font-title text-2xl font-semibold mb-4">1. 核心观点摘要</h3>
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<p class="text-base-content/90">风电行业正处在新一轮高景气周期的起点，由“经济性驱动”和“政策战略再平衡”共同催化。核心逻辑已转变为“陆风稳健、海风爆发、技术升级、出海加速”的多维驱动格局，潜力巨大，尤其是在高壁垒的海上风电及深远海领域。</p>
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</div>
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<div class="space-y-4 p-4 rounded-box border border-secondary/20">
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<h3 class="font-title text-2xl font-semibold mb-4">2. 核心逻辑与市场认知</h3>
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<ul class="space-y-2 list-disc list-inside">
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<li><strong>经济性根本逆转:</strong> 风电IRR(8.75%)远超光伏(6.68%)，出力曲线更优，资本天平倾斜。</li>
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<li><strong>能源战略再定位:</strong> 政策从“补贴刺激”转向“战略保障”，电网稳定性考量提升风电价值，“十五五”规划占比上调是直接体现。</li>
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<li><strong>技术迭代降本增效:</strong> 风机大型化（陆上10MW+，海上16MW+）持续降本，催生零部件升级需求，优化竞争格局。</li>
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<li><strong>预期差分析:</strong> 市场可能低估“十五五”150GW年均装机潜能，但需警惕利润分配不均，整机厂盈利修复或慢于预期。</li>
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</ul>
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</div>
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</div>
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<!-- 3. Catalysts -->
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<div>
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<h3 class="font-title text-2xl font-semibold mb-4">3. 关键催化剂与未来发展路径</h3>
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<div class="grid md:grid-cols-2 gap-8">
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<div>
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<h4 class="font-bold text-lg mb-2 text-primary">近期催化剂 (未来3-6个月)</h4>
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<ul class="space-y-2 list-disc list-inside">
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<li>“十五五”能源规划正式稿出台，确认风电战略地位。</li>
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<li>深远海示范项目（如上海4.3GW）启动招标。</li>
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<li>欧洲海上风电大额订单公告落地，验证出海逻辑。</li>
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<li>2025年中报业绩，验证景气度向利润传导。</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 mb-2 text-secondary">长期发展路径</h4>
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<ul class="space-y-2">
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<li><strong class="text-secondary">2024-2025 (复苏与分化):</strong> 陆风重回100GW平台，海风翻倍增长，利润向上游高壁垒环节集中。</li>
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<li><strong class="text-secondary">2026-2028 (深远海与出海):</strong> 深远海批量建设，漂浮式成本快速下降，欧洲市场提供巨大出口机遇。</li>
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<li><strong class="text-secondary">2028以后 (成熟与创新):</strong> 海风成增量主力，进入“大代小”存量替换市场，风电制氢等创新应用商业化。</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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<!-- 4. Industry Chain -->
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<div x-data="{ tab: 'chain' }">
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<h3 class="font-title text-2xl font-semibold mb-4">4. 产业链与核心公司深度剖析</h3>
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<div class="tabs tabs-boxed bg-base-300/50 mb-4">
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<a class="tab" :class="{ 'tab-active !bg-primary !text-black': tab === 'chain' }" @click="tab = 'chain'">产业链图谱</a>
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<a class="tab" :class="{ 'tab-active !bg-primary !text-black': tab === 'players' }" @click="tab = 'players'">核心玩家对比</a>
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</div>
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<div x-show="tab === 'chain'" class="grid md:grid-cols-3 gap-6">
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<div class="p-4 rounded-box bg-base-200/50">
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<h4 class="font-bold text-lg text-cyan-400">上游：原材料与核心零部件</h4>
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<p class="text-sm opacity-80 mb-2">技术壁垒高，利润集中地</p>
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<ul class="space-y-1 text-sm">
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<li><strong>叶片:</strong> 中材科技</li>
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<li><strong>齿轮箱:</strong> 德力佳</li>
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<li><strong>轴承:</strong> 新强联</li>
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<li><strong>铸锻件:</strong> 日月股份, 广大特材</li>
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<li><strong>塔筒/管桩:</strong> 天顺风能, 大金重工, 海力风电</li>
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<li><strong>海缆:</strong> 东方电缆, 中天科技</li>
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</ul>
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</div>
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<div class="p-4 rounded-box bg-base-200/50">
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<h4 class="font-bold text-lg text-purple-400">中游：风机整机制造</h4>
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<p class="text-sm opacity-80 mb-2">竞争激烈，量增价稳</p>
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<ul class="space-y-1 text-sm">
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<li><strong>龙头:</strong> 金风科技</li>
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<li><strong>海风优势:</strong> 明阳智能</li>
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<li><strong>其他:</strong> 运达股份, 三一重能, 电气风电</li>
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</ul>
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</div>
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<div class="p-4 rounded-box bg-base-200/50">
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<h4 class="font-bold text-lg text-blue-400">下游：风电场开发与运营</h4>
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<p class="text-sm opacity-80 mb-2">需求端，经济性驱动</p>
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||
<ul class="space-y-1 text-sm">
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<li>节能风电, 国电电力等发电运营商</li>
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||
</ul>
|
||
</div>
|
||
</div>
|
||
<div x-show="tab === 'players'" class="space-y-4">
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||
<p><strong>整机厂 (金风科技 vs. 明阳智能):</strong> 金风科技规模稳健，陆风占比较高；明阳智能海风优势突出，漂浮式技术领先，盈利弹性可能更大。</p>
|
||
<p><strong>海工基础 (大金重工 vs. 海力风电):</strong> 大金重工是“出海”逻辑核心，欧洲订单领先；海力风电深耕国内，充分受益于本轮海风复苏。</p>
|
||
<p><strong>核心零部件 (东方电缆 vs. 新强联):</strong> 东方电缆是深远海发展核心受益者，技术壁垒极高；新强联受益于风机大型化带来的轴承升级，国产替代空间大。</p>
|
||
</div>
|
||
</div>
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||
|
||
<!-- 5&6 Risk and Conclusion -->
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<div class="grid md:grid-cols-2 gap-8">
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<div>
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||
<h3 class="font-title text-2xl font-semibold mb-4">5. 潜在风险与挑战</h3>
|
||
<ul class="space-y-2 list-disc list-inside">
|
||
<li><strong>技术风险:</strong> 漂浮式风电成本高昂，大型化带来叶片质量等供应链挑战。</li>
|
||
<li><strong>商业化风险:</strong> 整机厂盈利能力仍是最大风险点，利润可能被上游挤压。</li>
|
||
<li><strong>政策与竞争:</strong> 海风项目推进受多重因素制约，存在不及预期风险；整机环节竞争格局未根本改变。</li>
|
||
<li><strong>信息交叉验证风险:</strong> 风机均价回升与部分整机厂对盈利的悲观预期存在温差，需差异化分析。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-title text-2xl font-semibold mb-4">6. 综合结论与投资启示</h3>
|
||
<p class="mb-2">风电已确认进入由基本面驱动的强增长阶段。最具投资价值的细分环节为：</p>
|
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<ol class="space-y-2 list-decimal list-inside">
|
||
<li><strong>海上风电产业链:</strong> 增长斜率最陡、盈利弹性最大，尤其关注<strong>海工基础（管桩）</strong>和<strong>海缆</strong>。</li>
|
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<li><strong>技术升级驱动的核心零部件:</strong> 具备技术壁垒和国产替代逻辑的环节，如<strong>大尺寸主轴承</strong>、<strong>高端铸锻件</strong>。</li>
|
||
</ol>
|
||
<p class="mt-4 text-sm opacity-80">需重点跟踪：整机厂毛利率、海风项目开工进度、出口订单公告、上游钢材价格。</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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||
|
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<!-- Supporting Data Sections -->
|
||
<section>
|
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<h2 class="font-title text-3xl md:text-4xl font-bold mb-6 text-center">核心数据支撑</h2>
|
||
<div class="bento-grid">
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<div class="glass-card p-6 rounded-box md:col-span-2">
|
||
<h3 class="font-title text-2xl font-semibold mb-4">新闻摘要</h3>
|
||
<div class="space-y-4 text-sm max-h-96 overflow-y-auto">
|
||
<p><strong>宏观展望:</strong> 持续看好风电未来装机占比提升及行业高景气。预计“十五五”风电比例将由30%上调至50%，年均新增装机有望达150GW。</p>
|
||
<p><strong>经济性优势:</strong> 风电项目IRR（8.75%）显著高于光伏（6.68%），且电价风险更小，具备更高安全边际。</p>
|
||
<p><strong>招标数据:</strong> 2024年招标量历史新高，达180-200GW，同比增长超60%。核准量是招标量的前瞻指标，同样保持高增。</p>
|
||
<p><strong>价格动态:</strong> 2025年风机价格企稳回升，陆风均价达1600元/KW。叶片、铸件等零部件具备5-10%的涨价基础。</p>
|
||
<p><strong>海上风电:</strong> 2025年国内海风装机确定性增强，开工积极。深远海政策启动，20GW示范项目获批，打开长期空间。</p>
|
||
</div>
|
||
</div>
|
||
<div class="glass-card p-6 rounded-box">
|
||
<h3 class="font-title text-2xl font-semibold mb-4">涨幅分析：绿岛风</h3>
|
||
<div class="text-sm max-h-96 overflow-y-auto">
|
||
<p class="font-bold text-accent">2025-09-24 上涨6.82%</p>
|
||
<ul class="list-disc list-inside space-y-2 mt-2">
|
||
<li><strong>行业背景:</strong> 风电板块整体强势，“十五五”装机预期乐观，带动板块情绪。</li>
|
||
<li><strong>公司因素:</strong> 股东减持消息落地，属预期内行为，消除不确定性。</li>
|
||
<li><strong>资金面:</strong> 融资余额创历史新高，显示杠杆资金看好。</li>
|
||
<li><strong>综合分析:</strong> 上涨是行业景气、消息落地、资金关注多重因素共振的结果。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="glass-card p-6 rounded-box md:col-span-3">
|
||
<h3 class="font-title text-2xl font-semibold mb-4">路演与研报精粹</h3>
|
||
<div class="join join-vertical w-full">
|
||
<div class="collapse collapse-arrow join-item border border-base-300">
|
||
<input type="radio" name="my-accordion-4" checked="checked" />
|
||
<div class="collapse-title">路演精粹</div>
|
||
<div class="collapse-content text-sm space-y-2">
|
||
<p><strong>装机预测:</strong> 2024年风电装机预计突破100GW，“十五五”期间年均装机保持100GW以上。2025年国内海风装机目标超10GW，招标超30GW。</p>
|
||
<p><strong>技术趋势:</strong> 深远海开发推动导管架、漂浮式基础、柔性直流海缆需求。风机大型化持续，陆上12-18MW，海上20-28MW机型正在推进。</p>
|
||
<p><strong>海外市场:</strong> 欧洲海风2026年进入大规模建设期，存在巨大产能缺口，为中国塔筒、海缆企业提供出口机遇。</p>
|
||
<p><strong>价格与盈利:</strong> 2025年陆上风机价格在1500–1600元/kW区间平稳，整机毛利率预计自2025Q3起逐季改善。海上风机价格稳定，毛利率保持双位数。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-arrow join-item border border-base-300">
|
||
<input type="radio" name="my-accordion-4" />
|
||
<div class="collapse-title">研报要点</div>
|
||
<div class="collapse-content text-sm space-y-2">
|
||
<p><strong>海力风电:</strong> 25Q1营收同比+251.5%，毛利率提升10个百分点，受益于项目交付加速、成本下降。在手订单饱满，看好其作为海风管桩龙头的扩张潜力。</p>
|
||
<p><strong>节能风电:</strong> 专注风电运营，存量机组电价稳定。在建及筹建项目储备充足，未来增长依赖收并购及老旧机组改造。</p>
|
||
<p><strong>金风科技:</strong> 国内风电整机龙头，市占率连续13年第一。采取“滚动开发”战略，全球市场领先，出口表现优异。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data Section -->
|
||
<section>
|
||
<h2 class="font-title text-3xl md:text-4xl font-bold mb-6 text-center">产业链全景与核心标的</h2>
|
||
|
||
<div class="grid md:grid-cols-2 gap-8 items-center">
|
||
<div class="glass-card p-4 rounded-box">
|
||
<h3 class="font-title text-2xl font-semibold mb-4 text-center">2024中国风电整机市场份额</h3>
|
||
<div id="main-chart" style="width: 100%; height: 400px;"></div>
|
||
</div>
|
||
<div class="glass-card p-6 rounded-box">
|
||
<h3 class="font-title text-2xl font-semibold mb-4">投资逻辑聚焦</h3>
|
||
<div class="space-y-4">
|
||
<div>
|
||
<h4 class="font-bold text-lg text-primary">整机龙头</h4>
|
||
<p class="text-sm opacity-80">市场份额集中，受益于行业整体装机量提升。</p>
|
||
<p><strong>关注:</strong> 金风科技、明阳智能、运达股份</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-bold text-lg text-secondary">海上风电核心环节</h4>
|
||
<p class="text-sm opacity-80">高壁垒、高增长，受益于国内深远海+海外出口双重逻辑。</p>
|
||
<p><strong>关注:</strong> 东方电缆(海缆), 大金重工(管桩), 海力风电(管桩)</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-bold text-lg text-accent">高壁垒零部件</h4>
|
||
<p class="text-sm opacity-80">技术升级带来结构性机会，国产替代空间广阔。</p>
|
||
<p><strong>关注:</strong> 新强联(轴承), 日月股份(铸件), 阳光电源(变流器)</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-12 space-y-8" x-data="stockData()">
|
||
<template x-for="category in categories" :key="category.name">
|
||
<div class="overflow-x-auto glass-card rounded-box p-4">
|
||
<h3 class="font-title text-2xl font-semibold mb-4 pl-2" x-text="category.name"></h3>
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>核心逻辑 / 市场地位</th>
|
||
<th>细分领域</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<template x-for="stock in category.stocks" :key="stock.stock">
|
||
<tr>
|
||
<td class="font-bold">
|
||
<div x-text="stock.stock"></div>
|
||
<template x-if="stock.stock_code">
|
||
<a :href="'https://valuefrontier.cn/company?scode=' + stock.stock_code" target="_blank" class="text-xs font-mono opacity-70 hyperlink" x-text="stock.stock_code"></a>
|
||
</template>
|
||
</td>
|
||
<td x-text="stock.reason" class="text-sm"></td>
|
||
<td>
|
||
<div class="badge badge-outline badge-primary" x-text="stock.sub_category"></div>
|
||
</td>
|
||
</tr>
|
||
</template>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</template>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
||
// ECharts for Market Share
|
||
var chartDom = document.getElementById('main-chart');
|
||
var myChart = echarts.init(chartDom, 'dark');
|
||
var option;
|
||
|
||
option = {
|
||
backgroundColor: 'transparent',
|
||
title: {
|
||
text: '2024年中国风电整机市场份额',
|
||
subtext: '数据来源：公开数据整理',
|
||
left: 'center',
|
||
textStyle: {
|
||
color: '#e0e6f0'
|
||
}
|
||
},
|
||
tooltip: {
|
||
trigger: 'item',
|
||
formatter: '{a} <br/>{b} : {c} GW ({d}%)'
|
||
},
|
||
legend: {
|
||
orient: 'vertical',
|
||
left: 'left',
|
||
top: 'middle',
|
||
textStyle: {
|
||
color: '#e0e6f0'
|
||
}
|
||
},
|
||
series: [
|
||
{
|
||
name: '市场份额',
|
||
type: 'pie',
|
||
radius: ['40%', '70%'],
|
||
avoidLabelOverlap: false,
|
||
itemStyle: {
|
||
borderRadius: 10,
|
||
borderColor: 'hsl(var(--b1))',
|
||
borderWidth: 2
|
||
},
|
||
label: {
|
||
show: false,
|
||
position: 'center'
|
||
},
|
||
emphasis: {
|
||
label: {
|
||
show: true,
|
||
fontSize: 24,
|
||
fontWeight: 'bold',
|
||
formatter: '{b}\n{d}%'
|
||
}
|
||
},
|
||
labelLine: {
|
||
show: false
|
||
},
|
||
data: [
|
||
{ value: 18.7, name: '金风科技' },
|
||
{ value: 13.6, name: '远景能源' },
|
||
{ value: 12.3, name: '明阳智能' },
|
||
{ value: 11.5, name: '运达股份' },
|
||
{ value: 9.2, name: '三一重能' },
|
||
{ value: 8.7, name: '东方电气' },
|
||
{ value: 4.4, name: '中国中车' },
|
||
{ value: 3.4, name: '电气风电' },
|
||
{ value: 2.8, name: '中船海装' },
|
||
{ value: 2.1, name: '联合动力' },
|
||
{ value: 1.2, name: '其他' } // Assuming some remainder
|
||
]
|
||
}
|
||
]
|
||
};
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
|
||
// Alpine.js for Stock Data
|
||
function stockData() {
|
||
const rawData = [
|
||
{"stock": "金风科技", "reason": "2024年中国风电整机新增装机容量18.7GW，占比21%，第一", "其他标签": {"分类": "整机", "细分": "整机"}, "stock_code": "002202"},
|
||
{"stock": "远景能源", "reason": "2024年中国风电整机新增装机容量13.6GW，占比16%，第二", "其他标签": {"分类": "整机", "细分": "整机"}},
|
||
{"stock": "明阳智能", "reason": "2024年中国风电整机新增装机容量12.3GW，占比14%，第三；同年海风第一，新增装机1.76GW，占比31%", "其他标签": {"分类": "整机", "细分": "整机"}, "stock_code": "601615"},
|
||
{"stock": "运达股份", "reason": "2024年中国风电整机新增装机容量11.5GW，占比13%，第四", "其他标签": {"分类": "整机", "细分": "整机"}, "stock_code": "300772"},
|
||
{"stock": "三一重能", "reason": "2024年中国风电整机新增装机容量9.2GW，占比11%，第五", "其他标签": {"分类": "整机", "细分": "整机"}, "stock_code": "688349"},
|
||
{"stock": "东方电气", "reason": "2024年中国风电整机新增装机容量8.7GW，占比10%，第六", "其他标签": {"分类": "整机", "细分": "整机"}, "stock_code": "600875"},
|
||
{"stock": "中国中车", "reason": "2024年中国风电整机新增装机容量4.4GW，占比5%，第七", "其他标签": {"分类": "整机", "细分": "整机"}, "stock_code": "601766"},
|
||
{"stock": "电气风电", "reason": "2024年中国风电整机新增装机容量3.4GW，占比4%，第八", "其他标签": {"分类": "整机", "细分": "整机"}, "stock_code": "688660"},
|
||
{"stock": "中船科技", "reason": "子公司中船海装2024年中国风电整机新增装机容量2.8GW，占比3%，第九", "其他标签": {"分类": "整机", "细分": "整机"}, "stock_code": "600072"},
|
||
{"stock": "联合动力", "reason": "2024年中国风电整机新增装机容量2.1GW，占比2%，第十", "其他标签": {"分类": "整机", "细分": "整机"}, "stock_code": "301656"},
|
||
{"stock": "祥明智能", "reason": "2024年风机营收2.5亿元；公司风机产品在风电设备上已有批量应用", "其他标签": {"分类": "整机", "细分": "整机"}, "stock_code": "301226"},
|
||
{"stock": "中材科技", "reason": "2024年公司销售风电叶片24GW，市场占有率保持全球第一", "其他标签": {"分类": "零部件", "细分": "叶片"}, "stock_code": "002080"},
|
||
{"stock": "时代新材", "reason": "风电叶片行业，公司目前稳居国内第二", "其他标签": {"分类": "零部件", "细分": "叶片"}, "stock_code": "600458"},
|
||
{"stock": "东方电气", "reason": "风电叶片市占率A股并列第三", "其他标签": {"分类": "零部件", "细分": "叶片"}, "stock_code": "600875"},
|
||
{"stock": "明阳智能", "reason": "风电叶片市占率A股并列第三", "其他标签": {"分类": "零部件", "细分": "叶片"}, "stock_code": "601615"},
|
||
{"stock": "天顺风能", "reason": "风电叶片市占率A股第四", "其他标签": {"分类": "零部件", "细分": "叶片"}, "stock_code": "002531"},
|
||
{"stock": "康达新材", "reason": "公司风电叶片结构胶国内市场份额第一地位稳固", "其他标签": {"分类": "零部件", "细分": "叶片"}, "stock_code": "002669"},
|
||
{"stock": "惠柏新材", "reason": "公司是国内风电叶片用环氧树脂龙头，产品国内市场份额超20%", "其他标签": {"分类": "零部件", "细分": "叶片"}, "stock_code": "301555"},
|
||
{"stock": "上纬新材", "reason": "公司研发和提供应用于风电叶片的全系列树脂产品材料", "其他标签": {"分类": "零部件", "细分": "叶片"}, "stock_code": "688585"},
|
||
{"stock": "隆华新材", "reason": "公司端氨基聚醚产品可用于风电叶片胶固化剂", "其他标签": {"分类": "零部件", "细分": "叶片"}, "stock_code": "301149"},
|
||
{"stock": "天顺风能", "reason": "陆上风塔市占率A股第一", "其他标签": {"分类": "零部件", "细分": "塔筒"}, "stock_code": "002531"},
|
||
{"stock": "大金重工", "reason": "陆上风塔市占率A股第二", "其他标签": {"分类": "零部件", "细分": "塔筒"}, "stock_code": "002487"},
|
||
{"stock": "天能重工", "reason": "陆上风塔市占率A股第三", "其他标签": {"分类": "零部件", "细分": "塔筒"}, "stock_code": "300569"},
|
||
{"stock": "泰胜风能", "reason": "陆上风塔市占率A股第四", "其他标签": {"分类": "零部件", "细分": "塔筒"}, "stock_code": "300129"},
|
||
{"stock": "恒润股份", "reason": "2024年公司风电塔筒法兰营收6.43亿，占收入37.26%", "其他标签": {"分类": "零部件", "细分": "塔筒"}, "stock_code": "603985"},
|
||
{"stock": "中国高速传动", "reason": "港股，全球风电齿轮箱龙头，2024年市占率33.98%", "其他标签": {"分类": "零部件", "细分": "齿轮箱"}},
|
||
{"stock": "德力佳", "reason": "2025年8月22日IPO过会，2024年全球风电齿轮箱市占率10.36%", "其他标签": {"分类": "零部件", "细分": "齿轮箱"}, "stock_code": "603092"},
|
||
{"stock": "航发控制", "reason": "2024年全球风电齿轮箱市占率4.88%", "其他标签": {"分类": "零部件", "细分": "齿轮箱"}, "stock_code": "000738"},
|
||
{"stock": "大连重工", "reason": "2024年全球风电齿轮箱市占率3.11%", "其他标签": {"分类": "零部件", "细分": "齿轮箱"}, "stock_code": "002204"},
|
||
{"stock": "杭齿前进", "reason": "2024年国内销量2.67GW", "其他标签": {"分类": "零部件", "细分": "齿轮箱"}, "stock_code": "601177"},
|
||
{"stock": "威力传动", "reason": "公司为风电主齿轮箱领域新进入者，2025年底一期产能（1500-2000台）将完成爬坡，2026年有望大规模放量（预期出货1200台）", "其他标签": {"分类": "零部件", "细分": "齿轮箱"}, "stock_code": "300904"},
|
||
{"stock": "阳光电源", "reason": "2024年公司风电变流器全球发货超44GW，全球第一，市占率39%", "其他标签": {"分类": "零部件", "细分": "变流器"}, "stock_code": "300274"},
|
||
{"stock": "禾望电气", "reason": "公司风电变流器产品占据较高的市场份额", "其他标签": {"分类": "零部件", "细分": "变流器"}, "stock_code": "603063"},
|
||
{"stock": "海得控制", "reason": "2024年公司风电变流器出货量4GW", "其他标签": {"分类": "零部件", "细分": "变流器"}, "stock_code": "002184"},
|
||
{"stock": "金雷股份", "reason": "2024年风电主轴13.88亿，占收入70.56%", "其他标签": {"分类": "零部件", "细分": "主轴承"}, "stock_code": "300443"},
|
||
{"stock": "通裕重工", "reason": "2024年风电主轴（含锻造、铸造主轴）8.34亿，占收入13.55%", "其他标签": {"分类": "零部件", "细分": "主轴承"}, "stock_code": "300185"},
|
||
{"stock": "恒润股份", "reason": "2024年风电轴承2.84亿，占收入16.43%", "其他标签": {"分类": "零部件", "细分": "主轴承"}, "stock_code": "603985"},
|
||
{"stock": "新强联", "reason": "机构看好公司逐步实现在TRB轴承领域40%的市场占有率", "其他标签": {"分类": "零部件", "细分": "主轴承"}, "stock_code": "300850"},
|
||
{"stock": "宏德股份", "reason": "公司风电主轴产品已实现批量出货，目前生产的风电主轴最大适配14MW机型", "其他标签": {"分类": "零部件", "细分": "主轴承"}, "stock_code": "301163"},
|
||
{"stock": "崇德科技", "reason": "公司主要产品和服务包括风电滑动轴承", "其他标签": {"分类": "零部件", "细分": "主轴承"}, "stock_code": "301548"},
|
||
{"stock": "长盛轴承", "reason": "CSB-WPB风电主轴用滑动轴承被认定为省级新产品、高新技术产品", "其他标签": {"分类": "零部件", "细分": "主轴承"}, "stock_code": "300718"},
|
||
{"stock": "日月股份", "reason": "公司是铸件龙头，截至2025年上半年，公司已经形成70万吨铸造产能", "其他标签": {"分类": "零部件", "细分": "其他铸件"}, "stock_code": "603218"},
|
||
{"stock": "海锅股份", "reason": "2024年风电装备锻件4.89亿，占营收36.58%", "其他标签": {"分类": "零部件", "细分": "其他铸件"}, "stock_code": "301063"},
|
||
{"stock": "大金重工", "reason": "规划设计全球产能300万吨以上", "其他标签": {"分类": "管桩", "细分": "管桩"}, "stock_code": "002487"},
|
||
{"stock": "海力风电", "reason": "截至2024年末，公司拥有海力海上、海力装备、海恒设备、海力风能、山东东营、威海乳山、江苏启东（一期）等多个生产基地", "其他标签": {"分类": "管桩", "细分": "管桩"}, "stock_code": "301155"},
|
||
{"stock": "天顺风能", "reason": "2024产量为28万吨；除已建成的4个基地外，广东阳江、广西北海、德国海工基地正在按计划推进建设", "其他标签": {"分类": "管桩", "细分": "管桩"}, "stock_code": "002531"},
|
||
{"stock": "泰胜风能", "reason": "风电钢塔（含海工产品）最大年产能110万吨；2024年海上风电及海工装备生产量9万吨，陆上钢塔产量50万吨", "其他标签": {"分类": "管桩", "细分": "管桩"}, "stock_code": "300129"},
|
||
{"stock": "东方电缆", "reason": "2024年海缆营收27.78亿，占营收30.55%", "其他标签": {"分类": "海缆", "细分": "海缆"}, "stock_code": "603606"},
|
||
{"stock": "亨通光电", "reason": "2024年海洋能源与通信57.38亿，占营收9.57%", "其他标签": {"分类": "海缆", "细分": "海缆"}, "stock_code": "600487"},
|
||
{"stock": "中天科技", "reason": "2024年海洋系列营收36.44亿，占营收7.58%", "其他标签": {"分类": "海缆", "细分": "海缆"}, "stock_code": "600522"},
|
||
{"stock": "起帆电缆", "reason": "截至2025年6月30日，已取得±535kV、500kV、330kV等多个电压等级海缆产品的型式试验或预鉴定试验报告", "其他标签": {"分类": "海缆", "细分": "海缆"}, "stock_code": "605222"},
|
||
{"stock": "亚星锚链", "reason": "2024年营收5.37亿，占营收比例27%", "其他标签": {"分类": "系泊链", "细分": "系泊链"}, "stock_code": "601890"},
|
||
{"stock": "飞沃科技", "reason": "风电专用紧固件龙头", "其他标签": {"分类": "紧固件", "细分": "紧固件"}, "stock_code": "301232"}
|
||
];
|
||
|
||
const processed = rawData.map(d => ({
|
||
...d,
|
||
main_category: d['其他标签']['分类'],
|
||
sub_category: d['其他标签']['细分'].replace(/\s*\d+%?$/, '') // Remove percentage from sub-category name
|
||
}));
|
||
|
||
const grouped = processed.reduce((acc, stock) => {
|
||
const category = stock.main_category;
|
||
if (!acc[category]) {
|
||
acc[category] = {};
|
||
}
|
||
const subCategory = stock.sub_category;
|
||
if (!acc[category][subCategory]) {
|
||
acc[category][subCategory] = [];
|
||
}
|
||
acc[category][subCategory].push(stock);
|
||
return acc;
|
||
}, {});
|
||
|
||
const categoryOrder = ['整机', '海缆', '管桩', '零部件', '系泊链', '紧固件', '润滑系统'];
|
||
const subCategoryOrder = ['叶片', '塔筒', '齿轮箱', '变流器', '主轴承', '其他铸件', '轮毂', '机舱', '干式变压器'];
|
||
|
||
const finalCategories = categoryOrder.flatMap(catName => {
|
||
if (catName === '零部件') {
|
||
return subCategoryOrder.map(subCatName => {
|
||
if (grouped['零部件'] && grouped['零部件'][subCatName]) {
|
||
return {
|
||
name: subCatName,
|
||
stocks: grouped['零部件'][subCatName]
|
||
};
|
||
}
|
||
return null;
|
||
}).filter(Boolean);
|
||
} else if(grouped[catName]) {
|
||
const stocks = Object.values(grouped[catName]).flat();
|
||
if(stocks.length > 0) {
|
||
return {
|
||
name: catName,
|
||
stocks: stocks
|
||
};
|
||
}
|
||
}
|
||
return null;
|
||
}).filter(Boolean);
|
||
|
||
|
||
return {
|
||
categories: finalCategories
|
||
};
|
||
}
|
||
</script>
|
||
</body>
|
||
</html> |