471 lines
37 KiB
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471 lines
37 KiB
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<title>环氧丙烷 (Propylene Oxide) - AI 深度投研报告</title>
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<header class="text-center py-8">
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<div class="inline-block relative">
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<h1 class="font-fui text-4xl md:text-6xl font-bold text-glow">环氧丙烷</h1>
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<h2 class="font-fui text-xl md:text-2xl text-cyan-300 tracking-widest mt-2">Propylene Oxide</h2>
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</div>
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<p class="mt-6 text-sm text-gray-500">
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由 北京价值前沿科技有限公司 AI投研agent：“价小前投研” 生成<br>
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本报告为AI合成数据，投资需谨慎 | 生成日期: 2025-11-26
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</p>
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</header>
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<!-- Core Insight Section -->
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<main class="space-y-8">
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<section class="glass rounded-3xl p-6 md:p-8 glow-border">
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<h2 class="section-title">核心观点摘要 (Core View)</h2>
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<p class="text-gray-300 leading-relaxed">
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环氧丙烷概念的核心是 <span class="highlight">短期海外供给收缩</span> 与 <span class="highlight">中长期国内产能严重过剩</span> 之间的尖锐矛盾。当前市场主要交易由国际巨头退出所带来的短期价格上涨预期和潜在的出口机会，呈现高波动性的主题炒作特征。然而，研报揭示的国内 <span class="highlight">124万吨</span> 新增产能将是悬在行业上空的“达摩克利斯之剑”，预示着行业即将进入残酷的成本竞争和深度洗牌阶段。这是一场“击鼓传花”的游戏，比拼的是对催化剂的把握和离场时机的判断。
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</p>
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</section>
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<div class="grid grid-cols-1 lg:grid-cols-3 gap-8">
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<div class="lg:col-span-2 space-y-8">
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<div class="glass rounded-3xl p-6 md:p-8 card-item">
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<h2 class="section-title">核心逻辑与市场认知 (Core Logic & Perception)</h2>
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<h3>核心驱动力：全球供给侧结构性改革</h3>
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<ul class="list-disc list-inside space-y-2 text-gray-300">
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<li><strong>海外产能永久性退出:</strong> 利安德巴塞尔、陶氏等合计超 <span class="highlight">100万吨</span> 海外产能关停，为具备新工艺（尤其是HPPO法）和成本优势的中国企业腾出全球市场空间。</li>
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<li><strong>国内潜在供给扰动:</strong> 衢州巨化厂爆炸等安全事故，使上游原料ECH供给紧张，短期内加剧成本推动和供应紧张预期。</li>
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<li><strong>技术工艺迭代:</strong> 国内新建产能多采用环保和成本优势显著的 <span class="badge badge-tech">HPPO法 (直接氧化法)</span>，相对海外老旧工艺具备更强的全球竞争力。</li>
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</ul>
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<h3>市场热度与情绪：短期乐观，伴随巨大分歧</h3>
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<p>市场热度极高，情绪偏向短期乐观。红宝丽、怡达股份等概念股频繁出现 <span class="badge badge-warning">连板、20CM涨停</span> 甚至 <span class="badge badge-error">“地天板”</span> 的极端行情。然而，概念股同样出现过领跌，说明市场对“国内产能过剩”的远忧始终存在，多空博弈激烈。</p>
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<h3>预期差分析：短期反应过度，长期风险不足</h3>
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<ul class="list-disc list-inside space-y-2">
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<li><strong>“故事”与“现实”的差距:</strong> 市场热炒产能扩张，但相关公司公告反复澄清 <span class="highlight">“目前未形成销售收入”</span>（红宝丽）、<span class="highlight">“产品未实现盈利”</span>（怡达股份），存在巨大预期差。</li>
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<li><strong>被忽略的“大象”:</strong> 市场焦点集中于中小市值公司，可能忽略了 <span class="highlight">万华化学、中化国际</span> 等行业巨头的规模和成本优势，它们才是未来行业洗牌的主导者。</li>
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<li><strong>设备订单的预警:</strong> <span class="highlight">杭氧股份</span> 路演信息（石化设备订单占比达2/3）为未来的供给过剩发出了明确的预警信号。设备商的繁荣，预示着下游产能的急剧扩张。</li>
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</ul>
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</div>
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<div class="glass rounded-3xl p-6 md:p-8 card-item">
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<h2 class="section-title">关键催化剂与发展路径 (Catalysts & Path)</h2>
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<h3>近期催化剂 (3-6个月)</h3>
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<ol class="list-decimal list-inside space-y-2">
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<li><strong>价格持续性验证:</strong> 跟踪华东地区环氧丙烷现货价格及“PO-丙烯”价差能否在高位企稳。</li>
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<li><strong>新项目投产节点:</strong> 关注红宝丽（预计2025年底）、红墙股份（2025年起）等项目的实际投产进度。</li>
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<li><strong>出口数据变化:</strong> 月度海关数据显示HPPO法产品出口量是否显著增长，尤其是对欧洲市场。</li>
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<li><strong>上游原料价格波动:</strong> 丙烯、液氯等成本端变动。</li>
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</ol>
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<h3>长期发展路径：经典化工周期</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"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-cyan-400"><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 0 001.06 0l4.00-5.5z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end md:text-left mb-10"><time class="font-mono italic">当前</time><div class="text-lg font-black text-cyan-300">短期景气</div>由海外供给冲击驱动，价格上涨，盈利预期改善。</div><hr class="bg-cyan-400"/>
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</li>
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<li><hr class="bg-cyan-400"/><div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-warning"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm.25-1.75a.75.75 0 00-1.5 0v.251a.75.75 0 001.5 0V16.25zM10 4a.75.75 0 01.75.75v5.5a.75.75 0 01-1.5 0v-5.5A.75.75 0 0110 4z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-start md:text-end mb-10"><time class="font-mono italic">2025-2026年</time><div class="text-lg font-black text-warning">产能过剩与价格战</div>国内124万吨新增产能集中释放，供需失衡，行业大概率陷入价格战。</div><hr class="bg-warning"/>
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</li>
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<li><hr class="bg-warning"/><div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-error"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zM8.28 7.22a.75.75 0 00-1.06 1.06L8.94 10l-1.72 1.72a.75.75 0 101.06 1.06L10 11.06l1.72 1.72a.75.75 0 101.06-1.06L11.06 10l1.72-1.72a.75.75 0 00-1.06-1.06L10 8.94 8.28 7.22z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end md:text-left mb-10"><time class="font-mono italic">2026年后</time><div class="text-lg font-black text-error">行业出清</div>技术落后、成本高昂、无一体化配套的企业将被迫退出。</div><hr class="bg-error"/>
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</li>
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<li><hr class="bg-error"/><div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-success"><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 0 001.06 0l4.00-5.5z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-start md:text-end"><time class="font-mono italic">最终格局</time><div class="text-lg font-black text-success">寡头格局</div>形成以万华化学、中化国际等具备规模、技术、一体化优势的寡头垄断格局。</div>
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</li>
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</ul>
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</div>
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</div>
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<!-- Right Column - Bento Grid -->
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<div class="lg:col-span-1 space-y-8">
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<div class="glass rounded-3xl p-6 glow-border">
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<h3 class="font-fui text-xl font-semibold text-cyan-400 mt-0 mb-4">市场事件 & 动态</h3>
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<div class="space-y-4">
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<div class="p-4 bg-slate-800/50 rounded-xl">
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<p class="font-semibold text-rose-400">海外供给收缩</p>
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<p class="text-sm text-gray-400">利安德巴塞尔与科思创宣布永久关闭荷兰30万吨/年PO工厂，陶氏计划关闭美国55万吨装置。</p>
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</div>
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<div class="p-4 bg-slate-800/50 rounded-xl">
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<p class="font-semibold text-amber-400">国内潜在冲击</p>
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<p class="text-sm text-gray-400">衢州巨化厂爆炸，其10万吨ECH（环氧丙烷上游原料）装置面临停车风险。</p>
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</div>
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<div class="p-4 bg-slate-800/50 rounded-xl">
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<p class="font-semibold text-green-400">国内扩产潮</p>
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<p class="text-sm text-gray-400">2025年国内密集扩能，预计新增产能高达124万吨，万华、中化等巨头领衔。</p>
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</div>
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</div>
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</div>
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<div class="glass rounded-3xl p-6">
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<h3 class="font-fui text-xl font-semibold text-cyan-400 mt-0 mb-4">产业链图谱</h3>
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<div class="space-y-3">
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<div>
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<div class="badge badge-primary badge-outline">上游</div>
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<p class="text-sm mt-1">原料: 丙烯、丙烷、液氯<br>设备: 丙烷脱氢(PDH)设备 (杭氧股份)</p>
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</div>
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<div>
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<div class="badge badge-secondary badge-outline">中游</div>
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<p class="text-sm mt-1">生产商: 万华化学(CHP), 维远股份(HPPO), 齐翔腾达, 红宝丽等</p>
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</div>
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<div>
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<div class="badge badge-accent badge-outline">下游</div>
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<p class="text-sm mt-1">应用: 聚醚多元醇(78%), 丙二醇等<br>最终: 聚氨酯泡沫, 汽车防冻液, 涂料</p>
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</div>
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</div>
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</div>
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<div class="glass rounded-3xl p-6 card-item">
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<h3 class="font-fui text-xl font-semibold text-cyan-400 mt-0 mb-4">潜在风险与挑战</h3>
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<ul class="list-disc list-inside space-y-2 text-sm">
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<li><span class="badge-risk">商业化风险 (最大风险):</span> 需求不及预期叠加产能严重过剩。下游新增需求(40万吨)远低于供应端新增(104万吨)。</li>
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<li><span class="badge-risk">技术风险:</span> 老旧氯醇法工艺将在环保和成本双重压力下面临淘汰。</li>
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<li><span class="badge-risk">竞争风险:</span> 产能过剩背景下，企业为抢占份额可能发动恶性价格战。</li>
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<li><span class="badge-risk">信息交叉验证风险:</span> 市场传闻产能数据与公司公告存在巨大差异。</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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<!-- ECharts Section -->
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<section class="glass rounded-3xl p-6 md:p-8 glow-border">
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<h2 class="section-title">数据透视 (Data Visualization)</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
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<div class="w-full h-80" id="priceChart"></div>
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<div class="w-full h-80" id="supplyDemandChart"></div>
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</div>
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</section>
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<!-- Details Section -->
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<section class="glass rounded-3xl p-6 md:p-8">
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<h2 class="section-title">深度资料库 (Data Repository)</h2>
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<div x-data="{ tab: 'news' }" class="w-full">
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<div class="tabs tabs-boxed bg-slate-900/50">
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<a class="tab" :class="{'tab-active': tab === 'news'}" @click="tab = 'news'">新闻数据</a>
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<a class="tab" :class="{'tab-active': tab === 'research'}" @click="tab = 'research'">研报精粹</a>
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<a class="tab" :class="{'tab-active': tab === 'roadshow'}" @click="tab = 'roadshow'">路演洞察</a>
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</div>
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<div class="p-4 mt-4 min-h-[200px]">
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<div x-show="tab === 'news'">
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<ul class="list-disc list-inside space-y-2 text-sm">
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||
<li><strong>海外工厂永久关闭 (供给端收缩):</strong> 利安德巴塞尔与科思创决定永久关闭位于荷兰的合资POSM生产装置（年产约30-31.5万吨环氧丙烷）。此事件直接引爆市场，红宝丽、怡达股份等多次涨停。</li>
|
||
<li><strong>国内工厂爆炸 (潜在供给影响):</strong> 衢州巨化厂爆炸，其10万吨ECH（环氧丙烷关键原料）装置或被迫停车，被认为可能“引爆环氧丙烷行情”。</li>
|
||
<li><strong>价格与库存:</strong> 2025年上半年价格处于年度低位 (怡达股份、红宝丽公告)，但到11月周涨幅达4.2% (化工周报)。5月库存环比下降10.5%。</li>
|
||
<li><strong>上市公司动态:</strong>
|
||
<ul class="list-['-_'] list-inside ml-4 mt-1 space-y-1">
|
||
<li><strong>红宝丽 (002165.SZ):</strong> 泰兴基地10万吨产能，正技改扩建至16万吨，预计2025年底试生产。公司多次公告称项目改造中，未形成销售收入。</li>
|
||
<li><strong>怡达股份 (300721.SZ):</strong> 泰兴怡达15万吨项目已于2024年11月试生产，但公司公告称产品未实现盈利。</li>
|
||
<li><strong>齐翔腾达 (002408.SZ):</strong> 30万吨/年装置于2025年8月完成检修技改恢复生产。</li>
|
||
<li><strong>维远股份:</strong> 30万吨/年直接氧化法装置于2024年9月投产。</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
<div x-show="tab === 'research'">
|
||
<ul class="list-disc list-inside space-y-2 text-sm">
|
||
<li><strong>生产工艺:</strong> HPPO法因环保、成本优势，正成为新建装置主流。国内厂商HPPO工艺不依赖苯乙烯市场，运营成本更低。</li>
|
||
<li><strong>价格动态:</strong> 2025年7月初价格下跌，8月初开始上涨，至11月创年内新高。价差在7月大幅下滑，11月显著扩大。</li>
|
||
<li><strong>供应端:</strong> 国内产能2018-2024年从321万吨增至742万吨。2025年预计新增产能 <span class="highlight">124万吨</span>。海外2025年Q1累计关停 <span class="highlight">106万吨</span>。</li>
|
||
<li><strong>需求端:</strong> 下游78%为聚醚多元醇。2025年下游新增产能预计实际影响量仅40万吨，远低于供应端新增，供需失衡态势明显。</li>
|
||
<li><strong>未来展望:</strong> 预计到2025年，有效供应产能将达866万吨，总需求量604万吨，<span class="badge-risk">产能严重过剩，行业面临深度调整</span>。</li>
|
||
</ul>
|
||
</div>
|
||
<div x-show="tab === 'roadshow'">
|
||
<ul class="list-disc list-inside space-y-2 text-sm">
|
||
<li><strong>核心公司:</strong> 所有相关路演信息均指向 <span class="highlight">杭氧股份(002430)</span> 的设备制造业务。</li>
|
||
<li><strong>直接关联:</strong> 杭氧股份在 <span class="badge-tech">丙烷脱氢(PDH)</span> 设备市场占有率领先。PDH是生产丙烯(环氧丙烷上游)的核心工艺之一。</li>
|
||
<li><strong>潜在关联与验证:</strong>
|
||
<ul class="list-['-_'] list-inside ml-4 mt-1 space-y-1">
|
||
<li>石化设备订单大幅增长，新签订单中石化占2/3，创历史新高。</li>
|
||
<li>新增订单结构中化工占比高达67%。</li>
|
||
<li><strong>结论:</strong> 杭氧股份作为产业链上游的“卖铲人”，其设备订单的饱满强力验证了下游（包括环氧丙烷）产能正在急剧扩张的行业趋势。</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Table Section -->
|
||
<section class="glass rounded-3xl p-6 md:p-8 glow-border">
|
||
<h2 class="section-title">核心标的池 (Core Stock Pool)</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-sm w-full" id="stock-table">
|
||
<thead class="font-fui text-cyan-300 text-sm">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>核心逻辑</th>
|
||
<th>产能(万吨)</th>
|
||
<th>市值(亿元)</th>
|
||
<th>市值/产能比</th>
|
||
<th>技术/定位</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data will be populated by JS -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
// ECharts Initialization
|
||
const priceChart = echarts.init(document.getElementById('priceChart'), 'dark');
|
||
const supplyDemandChart = echarts.init(document.getElementById('supplyDemandChart'), 'dark');
|
||
|
||
const priceOption = {
|
||
title: { text: '环氧丙烷价格走势 (2025年)', textStyle: { color: '#06b6d4' }, left: 'center'},
|
||
tooltip: { trigger: 'axis' },
|
||
xAxis: { type: 'category', data: ['3月', '5月', '7月', '8月', '9月', '11月'] },
|
||
yAxis: { type: 'value', name: '元/吨', axisLabel: { formatter: '{value}' } },
|
||
series: [{
|
||
data: [7500, 7300, 7240, 7925, 8000, 8411],
|
||
type: 'line',
|
||
smooth: true,
|
||
itemStyle: { color: '#22d3ee' },
|
||
areaStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{
|
||
offset: 0,
|
||
color: 'rgba(34, 211, 238, 0.5)'
|
||
}, {
|
||
offset: 1,
|
||
color: 'rgba(34, 211, 238, 0)'
|
||
}])
|
||
}
|
||
}],
|
||
grid: { left: '15%', right: '5%', top: '20%', bottom: '15%' },
|
||
backgroundColor: 'transparent'
|
||
};
|
||
|
||
const supplyDemandOption = {
|
||
title: { text: '2025年供需增量对比 (万吨)', textStyle: { color: '#06b6d4' }, left: 'center' },
|
||
tooltip: { trigger: 'item' },
|
||
legend: { top: 'bottom', textStyle: { color: '#9ca3af' } },
|
||
series: [{
|
||
name: '增量',
|
||
type: 'pie',
|
||
radius: ['40%', '70%'],
|
||
avoidLabelOverlap: false,
|
||
itemStyle: {
|
||
borderRadius: 10,
|
||
borderColor: '#0f172a',
|
||
borderWidth: 2
|
||
},
|
||
label: { show: false, position: 'center' },
|
||
emphasis: {
|
||
label: { show: true, fontSize: 20, fontWeight: 'bold' }
|
||
},
|
||
data: [
|
||
{ value: 124, name: '新增产能', itemStyle: { color: '#f87171' } },
|
||
{ value: 40, name: '新增需求', itemStyle: { color: '#4ade80' } }
|
||
]
|
||
}],
|
||
backgroundColor: 'transparent'
|
||
};
|
||
|
||
priceChart.setOption(priceOption);
|
||
supplyDemandChart.setOption(supplyDemandOption);
|
||
|
||
window.addEventListener('resize', () => {
|
||
priceChart.resize();
|
||
supplyDemandChart.resize();
|
||
});
|
||
|
||
// Stock Data Population
|
||
const stockData = {
|
||
"环氧丙烷(250321)": {
|
||
"D65373A0-EEB7-4BC0-BA82-73CB9F247783.png": [
|
||
{ "stock": "红宝丽", "reason": "项目计划于2025年9月完成", "其他标签": { "产能(万吨)": 25, "市值(亿元)": 40.29, "市值/产能比": 1.61, "状态": "标红个股" } },
|
||
{ "stock": "怡达股份", "reason": "加快推进年产22万吨项目", "其他标签": { "产能(万吨)": 15, "市值(亿元)": 25.32, "市值/产能比": 1.68, "状态": "标红个股" }, "stock_code": "300721" },
|
||
{ "stock": "红墙股份", "reason": "试车一次成功", "其他标签": { "产能(万吨)": 32, "市值(亿元)": 19.11, "市值/产能比": 0.59, "状态": "标红个股" }, "stock_code": "002809" },
|
||
{ "stock": "华泰股份", "reason": "子公司东营华泰年产8万吨", "其他标签": { "产能(万吨)": 8, "市值(亿元)": 53.7, "市值/产能比": 6.71 }, "stock_code": "600308" },
|
||
{ "stock": "万华化学", "reason": "POCHP技术", "其他标签": { "产能(万吨)": 36, "市值(亿元)": 2136, "市值/产能比": 59.3, "技术路线": "POCHP" }, "stock_code": "600309" },
|
||
{ "stock": "中化国际", "reason": "HPPO技术", "其他标签": { "产能(万吨)": 40, "市值(亿元)": 139.2, "市值/产能比": 3.48, "技术路线": "HPPO" }, "stock_code": "600500" },
|
||
{ "stock": "奥克股份", "reason": "与天津石化混改项目产能近15万吨", "其他标签": { "产能(万吨)": "约15", "市值(亿元)": 45.43, "市值/产能比": 3.02 }, "stock_code": "300082" },
|
||
{ "stock": "东华能源", "reason": "2023年下调至20万吨", "其他标签": { "产能(万吨)": 20, "市值(亿元)": 160, "市值/产能比": 8 }, "stock_code": "002221" },
|
||
{ "stock": "航锦科技", "reason": "烧碱、环氧丙烷、聚醚分别42、12、15万吨产能", "其他标签": { "环氧丙烷产能(万吨)": 12, "市值(亿元)": 196, "市值/产能比": 16.3, "其他产品产能": "烧碱42万吨, 聚醚15万吨" }, "stock_code": "000818" },
|
||
{ "stock": "滨化股份", "reason": "过氧化氢直接氧化法", "其他标签": { "产能(万吨)": 27, "市值(亿元)": 83, "市值/产能比": 3.07, "技术路线": "过氧化氢直接氧化法" }, "stock_code": "601678" },
|
||
{ "stock": "齐翔腾达", "reason": "生产线已建设完工", "其他标签": { "产能(万吨)": 30, "市值(亿元)": 139, "市值/产能比": 4.63 }, "stock_code": "002408" },
|
||
{ "stock": "维远股份", "reason": "过氧化氢直接氧化法", "其他标签": { "产能(万吨)": 30, "市值(亿元)": 82, "市值/产能比": 2.73, "技术路线": "过氧化氢直接氧化法" }, "stock_code": "600955" },
|
||
{ "stock": "石大胜华", "reason": "技改后5-6万吨/年左右", "其他标签": { "产能(万吨)": "5~6", "市值(亿元)": 72, "市值/产能比": "12~14.4" }, "stock_code": "603026" },
|
||
{ "stock": "永和股份", "reason": "邵武永和0.3万吨/年HFPO试生产", "其他标签": { "产能(万吨)": 0.3, "市值(亿元)": 106, "市值/产能比": 353.33, "技术路线": "HFPO" }, "stock_code": "605020" },
|
||
{ "stock": "美邦科技", "reason": "持续攻关HPPO法环氧丙烷", "其他标签": { "技术路线": "HPPO法" }, "stock_code": "920471" },
|
||
{ "stock": "科隆股份", "reason": "生产原材料，环氧丙烷价格降低有利于降低采购成本", "其他标签": { "产业链位置": "上游原材料" }, "stock_code": "300405" },
|
||
{ "stock": "隆华新材", "reason": "生产原材料", "其他标签": { "产业链位置": "上游原材料" }, "stock_code": "301149" },
|
||
{ "stock": "百川股份", "reason": "生产原材料", "其他标签": { "产业链位置": "上游原材料" }, "stock_code": "002455" }
|
||
]
|
||
},
|
||
"环氧丙烷(250325)": {
|
||
"A361B210-E6B9-4483-A9E0-F04340F68ACB.png": [
|
||
{ "stock": "红宝丽", "reason": "项目计划于2025年9月完成", "其他标签": "分类: 生产厂商, 产能(万吨): 25, 市值(亿元): 44.41, 市值/产能比: 1.77" },
|
||
{ "stock": "怡达股份", "reason": "加快推进年产22万吨项目", "其他标签": "分类: 生产厂商, 产能(万吨): 15, 市值(亿元): 31.78, 市值/产能比: 2.11", "stock_code": "300721" },
|
||
{ "stock": "华泰股份", "reason": "子公司东营华泰年产8万吨", "其他标签": "分类: 生产厂商, 产能(万吨): 8, 市值(亿元): 54, 市值/产能比: 6.75", "stock_code": "600308" },
|
||
{ "stock": "万华化学", "reason": "POCHP技术", "其他标签": "分类: 生产厂商, 产能(万吨): 36, 市值(亿元): 2150, 市值/产能比: 59.72", "stock_code": "600309" },
|
||
{ "stock": "中化国际", "reason": "HPPO技术", "其他标签": "分类: 生产厂商, 产能(万吨): 40, 市值(亿元): 141, 市值/产能比: 3.52", "stock_code": "600500" },
|
||
{ "stock": "航锦科技", "reason": "烧碱、环氧丙烷、聚醚分别42、12、15万吨产能", "其他标签": "分类: 生产厂商, 产能(万吨): 12, 市值(亿元): 181.9, 市值/产能比: 15.1", "stock_code": "000818" },
|
||
{ "stock": "滨化股份", "reason": "过氧化氢直接氧化法", "其他标签": "分类: 生产厂商, 产能(万吨): 27, 市值(亿元): 89.7, 市值/产能比: 3.32", "stock_code": "601678" },
|
||
{ "stock": "齐翔腾达", "reason": "生产线已建设完工", "其他标签": "分类: 生产厂商, 产能(万吨): 30, 市值(亿元): 144.1, 市值/产能比: 4.8", "stock_code": "002408" },
|
||
{ "stock": "维远股份", "reason": "过氧化氢直接氧化法", "其他标签": "分类: 生产厂商, 产能(万吨): 30, 市值(亿元): 84.5, 市值/产能比: 2.82", "stock_code": "600955" },
|
||
{ "stock": "石大胜华", "reason": "技改后5-6万吨/年左右", "其他标签": "分类: 生产厂商, 产能(万吨): 5~6, 市值(亿元): 73.5, 市值/产能比: 12.25~14.7", "stock_code": "603026" },
|
||
{ "stock": "永和股份", "reason": "邵武永和0.3万吨/年HFPO试生产", "其他标签": "分类: 生产厂商, 产能(万吨): 0.3, 市值(亿元): 107, 市值/产能比: 356.6", "stock_code": "605020" },
|
||
{ "stock": "红墙股份", "reason": "年产32万吨环氧乙烷及环氧丙烷衍生物装置试车一次成功", "其他标签": "分类: 相关衍生品", "stock_code": "002809" },
|
||
{ "stock": "奥克股份", "reason": "环氧乙烷衍生品为主业，暂无环氧丙烷规模化生产", "其他标签": "分类: 相关衍生品", "stock_code": "300082" },
|
||
{ "stock": "东华能源", "reason": "产品丙烯(180万吨/年)主要用于生产聚丙烯、环氧丙烷等", "其他标签": "分类: 上游原材料", "stock_code": "002221" },
|
||
{ "stock": "科隆股份", "reason": "生产原材料，环氧丙烷价格降低有利于降低采购成本", "其他标签": "分类: 生产原材料", "stock_code": "300405" },
|
||
{ "stock": "隆华新材", "reason": "生产原材料", "其他标签": "分类: 生产原材料", "stock_code": "301149" },
|
||
{ "stock": "百川股份", "reason": "生产原材料", "其他标签": "分类: 生产原材料", "stock_code": "002455" },
|
||
{ "stock": "美邦科技", "reason": "持续攻关HPPO法环氧丙烷", "其他标签": "分类: 其它", "stock_code": "920471" }
|
||
]
|
||
}
|
||
};
|
||
|
||
const tableBody = document.querySelector('#stock-table tbody');
|
||
const processedStocks = new Map();
|
||
|
||
// Function to parse the complex '其他标签' field
|
||
function parseTags(tags) {
|
||
const result = {};
|
||
if (typeof tags === 'string') {
|
||
tags.split(',').forEach(part => {
|
||
const [key, ...value] = part.split(':');
|
||
if (key && value.length > 0) {
|
||
result[key.trim()] = value.join(':').trim();
|
||
}
|
||
});
|
||
} else if (typeof tags === 'object' && tags !== null) {
|
||
return tags; // Already an object
|
||
}
|
||
return result;
|
||
}
|
||
|
||
// Combine and process data
|
||
Object.values(stockData).forEach(group => {
|
||
Object.values(group)[0].forEach(item => {
|
||
if (!processedStocks.has(item.stock)) {
|
||
processedStocks.set(item.stock, item);
|
||
} else {
|
||
// Merge logic if needed, for now, first entry wins
|
||
const existing = processedStocks.get(item.stock);
|
||
processedStocks.set(item.stock, { ...existing, ...item });
|
||
}
|
||
});
|
||
});
|
||
|
||
// Populate table
|
||
processedStocks.forEach(item => {
|
||
const tags = parseTags(item['其他标签']);
|
||
const stockName = item.stock;
|
||
const stockCode = item.stock_code || 'N/A';
|
||
const reason = item.reason || 'N/A';
|
||
const capacity = tags['产能(万吨)'] || tags['环氧丙烷产能(万吨)'] || 'N/A';
|
||
const marketCap = tags['市值(亿元)'] || 'N/A';
|
||
const ratio = tags['市值/产能比'] || 'N/A';
|
||
const tech = tags['技术路线'] || tags['分类'] || tags['产业链位置'] || '生产厂商';
|
||
|
||
const row = document.createElement('tr');
|
||
row.className = 'hover:bg-slate-800/50 transition-colors duration-200 text-sm';
|
||
|
||
row.innerHTML = `
|
||
<td class="font-semibold text-gray-200">
|
||
${stockName}
|
||
${stockCode !== 'N/A' ? `<a href="https://valuefrontier.cn/company?scode=${stockCode}" target="_blank" class="text-xs text-gray-500 hover:text-cyan-400 ml-1">[${stockCode}]</a>` : ''}
|
||
</td>
|
||
<td class="text-gray-400">${reason}</td>
|
||
<td class="text-center font-mono">${capacity}</td>
|
||
<td class="text-center font-mono">${marketCap}</td>
|
||
<td class="text-center font-mono">${ratio}</td>
|
||
<td><span class="badge ${tech.includes('HPPO') || tech.includes('POCHP') ? 'badge-info' : 'badge-ghost'} badge-sm">${tech}</span></td>
|
||
`;
|
||
tableBody.appendChild(row);
|
||
});
|
||
});
|
||
</script>
|
||
|
||
</body>
|
||
</html> |