615 lines
31 KiB
HTML
615 lines
31 KiB
HTML
<!DOCTYPE html>
|
||
<html lang="zh-CN">
|
||
<head>
|
||
<meta charset="UTF-8">
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<title>燃气轮机HRSG - AI驱动的电力革命</title>
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||
<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
|
||
<style>
|
||
@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&display=swap');
|
||
|
||
* {
|
||
font-family: 'Inter', sans-serif;
|
||
}
|
||
|
||
.gradient-bg {
|
||
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
|
||
}
|
||
|
||
.glass-effect {
|
||
background: rgba(255, 255, 255, 0.1);
|
||
backdrop-filter: blur(10px);
|
||
border: 1px solid rgba(255, 255, 255, 0.2);
|
||
}
|
||
|
||
.timeline-line {
|
||
background: linear-gradient(180deg, #667eea 0%, #764ba2 100%);
|
||
width: 3px;
|
||
position: absolute;
|
||
left: 20px;
|
||
top: 0;
|
||
bottom: 0;
|
||
}
|
||
|
||
.timeline-dot {
|
||
width: 16px;
|
||
height: 16px;
|
||
background: #667eea;
|
||
border: 3px solid white;
|
||
border-radius: 50%;
|
||
position: absolute;
|
||
left: 14px;
|
||
box-shadow: 0 2px 8px rgba(0,0,0,0.2);
|
||
}
|
||
|
||
.card-hover {
|
||
transition: all 0.3s ease;
|
||
}
|
||
|
||
.card-hover:hover {
|
||
transform: translateY(-5px);
|
||
box-shadow: 0 20px 40px rgba(0,0,0,0.1);
|
||
}
|
||
|
||
.pulse-animation {
|
||
animation: pulse 2s infinite;
|
||
}
|
||
|
||
@keyframes pulse {
|
||
0% {
|
||
box-shadow: 0 0 0 0 rgba(102, 126, 234, 0.7);
|
||
}
|
||
70% {
|
||
box-shadow: 0 0 0 10px rgba(102, 126, 234, 0);
|
||
}
|
||
100% {
|
||
box-shadow: 0 0 0 0 rgba(102, 126, 234, 0);
|
||
}
|
||
}
|
||
|
||
.scroll-indicator {
|
||
animation: bounce 2s infinite;
|
||
}
|
||
|
||
@keyframes bounce {
|
||
0%, 20%, 50%, 80%, 100% {
|
||
transform: translateY(0);
|
||
}
|
||
40% {
|
||
transform: translateY(-10px);
|
||
}
|
||
60% {
|
||
transform: translateY(-5px);
|
||
}
|
||
}
|
||
|
||
.table-container {
|
||
overflow-x: auto;
|
||
}
|
||
|
||
@media (max-width: 768px) {
|
||
.table-container {
|
||
font-size: 0.75rem;
|
||
}
|
||
}
|
||
|
||
.stat-number {
|
||
font-size: 2.5rem;
|
||
font-weight: 700;
|
||
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
|
||
-webkit-background-clip: text;
|
||
-webkit-text-fill-color: transparent;
|
||
background-clip: text;
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="bg-gray-50">
|
||
<!-- Hero Section -->
|
||
<div class="gradient-bg text-white">
|
||
<div class="container mx-auto px-4 py-16">
|
||
<div class="text-center">
|
||
<div class="badge badge-accent badge-lg mb-4">AI电力革命核心概念</div>
|
||
<h1 class="text-5xl md:text-6xl font-bold mb-6">燃气轮机HRSG</h1>
|
||
<p class="text-xl md:text-2xl mb-8 opacity-90">人工智能驱动的全球性电力危机与投资机遇</p>
|
||
<div class="flex justify-center gap-4 mb-8">
|
||
<div class="badge badge-outline badge-lg">5000亿美元投资</div>
|
||
<div class="badge badge-outline badge-lg">订单排至2028年</div>
|
||
<div class="badge badge-outline badge-lg">3-5年高景气周期</div>
|
||
</div>
|
||
<div class="scroll-indicator">
|
||
<svg class="w-6 h-6 mx-auto" fill="none" stroke="currentColor" viewBox="0 0 24 24">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 14l-7 7m0 0l-7-7m7 7V3"></path>
|
||
</svg>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Key Stats Section -->
|
||
<div class="container mx-auto px-4 -mt-10 relative z-10">
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<div class="card bg-base-100 shadow-xl card-hover">
|
||
<div class="card-body text-center">
|
||
<div class="stat-number">190%</div>
|
||
<div class="text-gray-600 font-semibold">GE Vernova Q4订单同比增长</div>
|
||
<p class="text-sm text-gray-500 mt-2">2024年Q4签约6.1GW，全年签约20.2GW</p>
|
||
</div>
|
||
</div>
|
||
<div class="card bg-base-100 shadow-xl card-hover">
|
||
<div class="card-body text-center">
|
||
<div class="stat-number">76.3%</div>
|
||
<div class="text-gray-600 font-semibold">三大巨头市场份额</div>
|
||
<p class="text-sm text-gray-500 mt-2">三菱重工、西门子能源、GE Vernova</p>
|
||
</div>
|
||
</div>
|
||
<div class="card bg-base-100 shadow-xl card-hover">
|
||
<div class="card-body text-center">
|
||
<div class="stat-number">3-5年</div>
|
||
<div class="text-gray-600 font-semibold">订单积压周期</div>
|
||
<p class="text-sm text-gray-500 mt-2">制造订单积压，供给严重不足</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Timeline Section -->
|
||
<div class="container mx-auto px-4 py-16">
|
||
<h2 class="text-3xl font-bold text-center mb-12">概念事件时间轴</h2>
|
||
<div class="max-w-4xl mx-auto">
|
||
<div class="timeline-line"></div>
|
||
|
||
<div class="relative flex items-start mb-8">
|
||
<div class="timeline-dot" style="top: 5px;"></div>
|
||
<div class="ml-12 card bg-base-100 shadow-lg card-hover flex-1">
|
||
<div class="card-body">
|
||
<div class="badge badge-primary mb-2">2023年</div>
|
||
<h3 class="card-title">AI需求萌芽</h3>
|
||
<p>海内外科技巨头开启算力"军备竞赛"，数据中心电力问题开始显现</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="relative flex items-start mb-8">
|
||
<div class="timeline-dot" style="top: 5px;"></div>
|
||
<div class="ml-12 card bg-base-100 shadow-lg card-hover flex-1">
|
||
<div class="card-body">
|
||
<div class="badge badge-primary mb-2">2025年1月</div>
|
||
<h3 class="card-title">"星际之门"计划引爆市场</h3>
|
||
<p>特朗普宣布OpenAI、软银、甲骨文联合成立"星际之门"项目，投资至少5000亿美元</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="relative flex items-start mb-8">
|
||
<div class="timeline-dot" style="top: 5px;"></div>
|
||
<div class="ml-12 card bg-base-100 shadow-lg card-hover flex-1">
|
||
<div class="card-body">
|
||
<div class="badge badge-primary mb-2">2025年6月</div>
|
||
<h3 class="card-title">认知深化</h3>
|
||
<p>明确小型燃机作为备用电源角色，订单积压3-5年信息被广泛认知</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="relative flex items-start">
|
||
<div class="timeline-dot" style="top: 5px;"></div>
|
||
<div class="ml-12 card bg-base-100 shadow-lg card-hover flex-1">
|
||
<div class="card-body">
|
||
<div class="badge badge-primary mb-2">2025年9月</div>
|
||
<h3 class="card-title">热度新高</h3>
|
||
<p>甲骨文-OpenAI签署3000亿美元算力协议，GEV股价大涨</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Core Logic Section -->
|
||
<div class="bg-gray-100 py-16">
|
||
<div class="container mx-auto px-4">
|
||
<h2 class="text-3xl font-bold text-center mb-12">核心逻辑分析</h2>
|
||
|
||
<div class="grid grid-cols-1 lg:grid-cols-2 gap-8 mb-12">
|
||
<div class="card bg-base-100 shadow-xl">
|
||
<div class="card-body">
|
||
<h3 class="card-title text-xl mb-4">
|
||
<span class="badge badge-accent mr-2">需求端</span>
|
||
不可能三角
|
||
</h3>
|
||
<ul class="space-y-3">
|
||
<li class="flex items-start">
|
||
<span class="text-primary mr-2">▸</span>
|
||
<div>
|
||
<strong>大规模：</strong>美国AI数据中心用电量预计从2023年4.4%增至2028年6.7%-12%
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-primary mr-2">▸</span>
|
||
<div>
|
||
<strong>高稳定：</strong>T4级数据中心需2N+1备用电源，燃气轮机可靠性高
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-primary mr-2">▸</span>
|
||
<div>
|
||
<strong>快速部署：</strong>建设周期远短于核电（10年以上），是短期最优解
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="card bg-base-100 shadow-xl">
|
||
<div class="card-body">
|
||
<h3 class="card-title text-xl mb-4">
|
||
<span class="badge badge-accent mr-2">供给端</span>
|
||
刚性瓶颈
|
||
</h3>
|
||
<ul class="space-y-3">
|
||
<li class="flex items-start">
|
||
<span class="text-secondary mr-2">▸</span>
|
||
<div>
|
||
<strong>寡头垄断：</strong>GE、西门子、三菱占据76.3%市场份额
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-secondary mr-2">▸</span>
|
||
<div>
|
||
<strong>扩产困难：</strong>技术壁垒高，扩产周期长达24个月以上
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-secondary mr-2">▸</span>
|
||
<div>
|
||
<strong>供需错配：</strong>订单排至2028年，上游零部件供应商扩产意愿低
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Market Cognition Gap -->
|
||
<div class="card bg-base-100 shadow-xl">
|
||
<div class="card-body">
|
||
<h3 class="card-title text-xl mb-6">市场认知差分析</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>认知差</th>
|
||
<th>市场普遍认知</th>
|
||
<th>实际情况</th>
|
||
<th>投资启示</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-semibold">主电源vs备用电源</td>
|
||
<td>燃气轮机成本高，不受数据中心青睐</td>
|
||
<td>美国采用"电网+燃气轮机主电源+小型燃机备用"</td>
|
||
<td class="text-success">需求远超备用电源市场</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">国产vs全球配套</td>
|
||
<td>聚焦东方电气等国产整机替代</td>
|
||
<td>国内零部件企业切入全球供应链</td>
|
||
<td class="text-success">零部件企业弹性更大</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">燃机vs HRSG</td>
|
||
<td>热议燃气轮机整机</td>
|
||
<td>HRSG是CCGT电站核心组件</td>
|
||
<td class="text-warning">HRSG关注度相对不足</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Industry Chain Section -->
|
||
<div class="container mx-auto px-4 py-16">
|
||
<h2 class="text-3xl font-bold text-center mb-12">产业链与核心公司</h2>
|
||
|
||
<div class="mb-12">
|
||
<div class="card bg-base-100 shadow-xl">
|
||
<div class="card-body">
|
||
<h3 class="card-title text-xl mb-6">产业链图谱</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-4 gap-4">
|
||
<div class="text-center p-4 bg-primary/10 rounded-lg">
|
||
<div class="text-lg font-semibold mb-2">上游</div>
|
||
<div class="text-sm">高温合金材料</div>
|
||
<div class="text-sm">精密铸件/锻件</div>
|
||
<div class="badge badge-primary badge-sm mt-2">万泽股份</div>
|
||
</div>
|
||
<div class="text-center p-4 bg-secondary/10 rounded-lg">
|
||
<div class="text-lg font-semibold mb-2">中游-零部件</div>
|
||
<div class="text-sm">涡轮叶片</div>
|
||
<div class="text-sm">压气机叶片</div>
|
||
<div class="text-sm">缸体/环类件</div>
|
||
<div class="flex flex-wrap gap-1 justify-center mt-2">
|
||
<span class="badge badge-secondary badge-sm">应流股份</span>
|
||
<span class="badge badge-secondary badge-sm">豪迈科技</span>
|
||
<span class="badge badge-secondary badge-sm">航宇科技</span>
|
||
</div>
|
||
</div>
|
||
<div class="text-center p-4 bg-accent/10 rounded-lg">
|
||
<div class="text-lg font-semibold mb-2">中游-HRSG</div>
|
||
<div class="text-sm">余热锅炉</div>
|
||
<div class="text-sm">热交换系统</div>
|
||
<div class="flex flex-wrap gap-1 justify-center mt-2">
|
||
<span class="badge badge-accent badge-sm">华光环能</span>
|
||
<span class="badge badge-accent badge-sm">西子洁能</span>
|
||
<span class="badge badge-accent badge-sm">博盈特焊</span>
|
||
</div>
|
||
</div>
|
||
<div class="text-center p-4 bg-info/10 rounded-lg">
|
||
<div class="text-lg font-semibold mb-2">下游</div>
|
||
<div class="text-sm">整机制造</div>
|
||
<div class="text-sm">系统集成</div>
|
||
<div class="flex flex-wrap gap-1 justify-center mt-2">
|
||
<span class="badge badge-info badge-sm">东方电气</span>
|
||
<span class="badge badge-info badge-sm">杰瑞股份</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Stock Data Table -->
|
||
<div class="card bg-base-100 shadow-xl">
|
||
<div class="card-body">
|
||
<h3 class="card-title text-xl mb-6">核心标的股票数据</h3>
|
||
<div class="table-container">
|
||
<table class="table table-compact w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票代码</th>
|
||
<th>股票名称</th>
|
||
<th>分类</th>
|
||
<th>产业链定位</th>
|
||
<th>核心项目/客户</th>
|
||
<th>投资逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover">
|
||
<td>应流股份</td>
|
||
<td class="font-semibold text-primary">应流股份</td>
|
||
<td><span class="badge badge-primary badge-sm">燃气轮机零部件</span></td>
|
||
<td>燃机叶片龙头</td>
|
||
<td>涡轮叶片、GE/西门子/贝克休斯</td>
|
||
<td>国内燃机叶片龙头，高价值量核心部件</td>
|
||
</tr>
|
||
<tr class="hover">
|
||
<td>杰瑞股份</td>
|
||
<td class="font-semibold text-primary">杰瑞股份</td>
|
||
<td><span class="badge badge-info badge-sm">系统集成</span></td>
|
||
<td>西门子授权成套商</td>
|
||
<td>燃气轮机发电机组、西门子合作</td>
|
||
<td>燃气轮机整机供应商，受益北美高景气</td>
|
||
</tr>
|
||
<tr class="hover">
|
||
<td>豪迈科技</td>
|
||
<td class="font-semibold text-primary">豪迈科技</td>
|
||
<td><span class="badge badge-primary badge-sm">燃气轮机零部件</span></td>
|
||
<td>大型结构件供应商</td>
|
||
<td>缸体/环类件、GE/三菱/西门子</td>
|
||
<td>全球市场份额40%，受益于全球需求景气</td>
|
||
</tr>
|
||
<tr class="hover">
|
||
<td>华光环能</td>
|
||
<td class="font-semibold text-primary">华光环能</td>
|
||
<td><span class="badge badge-accent badge-sm">余热锅炉HRSG</span></td>
|
||
<td>余热锅炉龙头</td>
|
||
<td>卧式/立式自然循环HRSG技术</td>
|
||
<td>市场占有率前三，掌握HRSG核心技术</td>
|
||
</tr>
|
||
<tr class="hover">
|
||
<td>东方电气</td>
|
||
<td class="font-semibold text-primary">东方电气</td>
|
||
<td><span class="badge badge-info badge-sm">燃气轮机整机</span></td>
|
||
<td>国内整机龙头</td>
|
||
<td>深耕燃气轮机20年、F级300兆瓦</td>
|
||
<td>国内燃气轮机市场占有率领先</td>
|
||
</tr>
|
||
<tr class="hover">
|
||
<td>航宇科技</td>
|
||
<td class="font-semibold text-primary">航宇科技</td>
|
||
<td><span class="badge badge-primary badge-sm">燃气轮机零部件</span></td>
|
||
<td>压气机/燃烧室供应商</td>
|
||
<td>GE Vernova新品导入</td>
|
||
<td>为全球主流燃机厂商提供关键部件</td>
|
||
</tr>
|
||
<tr class="hover">
|
||
<td>西子洁能</td>
|
||
<td class="font-semibold text-primary">西子洁能</td>
|
||
<td><span class="badge badge-accent badge-sm">余热锅炉HRSG</span></td>
|
||
<td>余热锅炉龙头</td>
|
||
<td>2024年HRSG模块产品增多</td>
|
||
<td>余热锅炉市场占有率领先</td>
|
||
</tr>
|
||
<tr class="hover">
|
||
<td>博盈特焊</td>
|
||
<td class="font-semibold text-primary">博盈特焊</td>
|
||
<td><span class="badge badge-accent badge-sm">余热锅炉HRSG</span></td>
|
||
<td>余热锅炉制造</td>
|
||
<td>2025年9月越南工厂投产</td>
|
||
<td>越南工厂投产承接北美HRSG需求</td>
|
||
</tr>
|
||
<tr class="hover">
|
||
<td>联德股份</td>
|
||
<td class="font-semibold text-primary">联德股份</td>
|
||
<td><span class="badge badge-primary badge-sm">燃气轮机零部件</span></td>
|
||
<td>燃气轮机零部件</td>
|
||
<td>已开拓燃气轮机零部件产品</td>
|
||
<td>实现燃气轮机零部件小批量供货</td>
|
||
</tr>
|
||
<tr class="hover">
|
||
<td>万泽股份</td>
|
||
<td class="font-semibold text-primary">万泽股份</td>
|
||
<td><span class="badge badge-primary badge-sm">燃气轮机零部件</span></td>
|
||
<td>高温合金材料</td>
|
||
<td>高温合金产品用于燃气轮机</td>
|
||
<td>高温合金材料应用于燃气轮机</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Risk & Conclusion Section -->
|
||
<div class="bg-gray-100 py-16">
|
||
<div class="container mx-auto px-4">
|
||
<h2 class="text-3xl font-bold text-center mb-12">风险提示与投资结论</h2>
|
||
|
||
<div class="grid grid-cols-1 lg:grid-cols-2 gap-8 mb-12">
|
||
<div class="card bg-base-100 shadow-xl">
|
||
<div class="card-body">
|
||
<h3 class="card-title text-xl mb-4">
|
||
<span class="badge badge-error mr-2">风险</span>
|
||
主要风险点
|
||
</h3>
|
||
<ul class="space-y-3">
|
||
<li class="flex items-start">
|
||
<span class="text-error mr-2">⚠</span>
|
||
<div>
|
||
<strong>国际贸易摩擦：</strong>最大的风险点，若限制中国零部件进入美国供应链将造成毁灭性打击
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-error mr-2">⚠</span>
|
||
<div>
|
||
<strong>AI投资周期波动：</strong>若AI发展不及预期，数据中心建设放缓将直接影响需求
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-error mr-2">⚠</span>
|
||
<div>
|
||
<strong>国际巨头扩产：</strong>海外供应商扩产可能缓解供需紧张，挤压利润空间
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-error mr-2">⚠</span>
|
||
<div>
|
||
<strong>氢能替代不确定性：</strong>纯氢燃烧技术路径存在不确定性
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="card bg-base-100 shadow-xl">
|
||
<div class="card-body">
|
||
<h3 class="card-title text-xl mb-4">
|
||
<span class="badge badge-success mr-2">结论</span>
|
||
投资启示
|
||
</h3>
|
||
<div class="space-y-4">
|
||
<div class="alert alert-success">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z" />
|
||
</svg>
|
||
<div>
|
||
<strong>基本面兑现初期：</strong>概念已脱离纯题材炒作，进入业绩驱动阶段
|
||
</div>
|
||
</div>
|
||
<div class="alert alert-info">
|
||
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" class="stroke-current shrink-0 h-6 w-6">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 16h-1v-4h-1m1-4h.01M21 12a9 9 0 11-18 0 9 9 0 0118 0z"></path>
|
||
</svg>
|
||
<div>
|
||
<strong>高景气窗口期：</strong>至少3-5年的高景气周期
|
||
</div>
|
||
</div>
|
||
<div class="alert alert-warning">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" />
|
||
</svg>
|
||
<div>
|
||
<strong>关注核心指标：</strong>订单能见度、核心公司财报、地缘政治动向
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Final Investment Advice -->
|
||
<div class="card bg-gradient-to-r from-primary to-secondary text-white shadow-xl">
|
||
<div class="card-body text-center">
|
||
<h3 class="card-title text-2xl mb-4">最具投资价值的细分环节</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="glass-effect rounded-lg p-4">
|
||
<div class="text-lg font-bold mb-2">🔥 核心零部件</div>
|
||
<p class="text-sm">技术壁垒最高、价值量最大</p>
|
||
<div class="badge badge-accent mt-2">应流股份</div>
|
||
</div>
|
||
<div class="glass-effect rounded-lg p-4">
|
||
<div class="text-lg font-bold mb-2">⚡ 余热锅炉HRSG</div>
|
||
<p class="text-sm">市场关注度相对较低，存在预期差</p>
|
||
<div class="badge badge-accent mt-2">华光环能</div>
|
||
</div>
|
||
<div class="glass-effect rounded-lg p-4">
|
||
<div class="text-lg font-bold mb-2">🌍 系统集成商</div>
|
||
<p class="text-sm">属地化服务能力强</p>
|
||
<div class="badge badge-accent mt-2">杰瑞股份</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Footer -->
|
||
<footer class="bg-gray-800 text-white py-8">
|
||
<div class="container mx-auto px-4 text-center">
|
||
<p class="mb-2">燃气轮机HRSG概念深度分析</p>
|
||
<p class="text-sm text-gray-400">数据来源：公开研报、路演记录、公司公告 | 更新时间：2025年</p>
|
||
</div>
|
||
</footer>
|
||
|
||
<script>
|
||
// Add smooth scrolling
|
||
document.querySelectorAll('a[href^="#"]').forEach(anchor => {
|
||
anchor.addEventListener('click', function (e) {
|
||
e.preventDefault();
|
||
document.querySelector(this.getAttribute('href')).scrollIntoView({
|
||
behavior: 'smooth'
|
||
});
|
||
});
|
||
});
|
||
|
||
// Add animation on scroll
|
||
const observerOptions = {
|
||
threshold: 0.1,
|
||
rootMargin: '0px 0px -50px 0px'
|
||
};
|
||
|
||
const observer = new IntersectionObserver((entries) => {
|
||
entries.forEach(entry => {
|
||
if (entry.isIntersecting) {
|
||
entry.target.style.opacity = '1';
|
||
entry.target.style.transform = 'translateY(0)';
|
||
}
|
||
});
|
||
}, observerOptions);
|
||
|
||
document.querySelectorAll('.card').forEach(card => {
|
||
card.style.opacity = '0';
|
||
card.style.transform = 'translateY(20px)';
|
||
card.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
|
||
observer.observe(card);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|