548 lines
44 KiB
HTML
548 lines
44 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>钙钛矿电池 深度投研报告</title>
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<script src="https://cdn.tailwindcss.com"></script>
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body {
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background-image:
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radial-gradient(ellipse 200% 150% at 20% 0%, rgba(38, 70, 83, 0.2) 0%, rgba(0,0,0,0) 50%),
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</head>
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<body class="text-slate-300" x-data="{}" x-init="window.scrollTo(0, 0)">
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<div class="container mx-auto p-4 lg:p-8" x-data x-transition.opacity.duration.1000ms>
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<header class="text-center mb-12">
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<h1 class="text-4xl lg:text-6xl font-bold text-transparent bg-clip-text bg-gradient-to-r from-cyan-300 via-sky-400 to-purple-400 mb-4">
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钙钛矿电池 深度投研报告
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</h1>
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<p class="text-slate-400">北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
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<p class="text-xs text-slate-500 mt-2">本报告为AI合成数据，投资需谨慎。数据生成时间：2024-05-21</p>
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</header>
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<main class="space-y-6">
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<!-- Core Insight -->
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<section class="bento-grid">
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<div class="bento-item bento-item-span-12 glass-card rounded-3xl p-6 lg:p-8 glow-border">
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<h2 class="text-2xl font-bold mb-4 text-cyan-300">核心观点摘要</h2>
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<p class="text-slate-200 leading-relaxed">
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钙钛矿电池正处于从实验室验证迈向<strong class="text-sky-300">GW级规模化量产</strong>的“0到1”关键拐点。其核心驱动力在于，作为唯一被市场广泛认可的、能以代际优势超越晶硅效率极限的技术路径，它承载了光伏行业摆脱内卷、实现下一轮增长的厚望。未来潜力巨大，但短期产业化进程的<strong class="text-sky-300">真实性</strong>与<strong class="text-sky-300">经济性</strong>，是当前市场共识与潜在预期差的核心所在。
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</p>
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</div>
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</section>
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<!-- Bento Grid -->
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<section class="bento-grid">
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<!-- Catalyst & Timeline -->
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<div class="bento-item lg:bento-item-span-8 glass-card rounded-3xl p-6 lg:p-8">
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<h2 class="text-xl font-bold mb-4 text-cyan-300">概念催化：技术与产业的加速共振</h2>
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<ul class="space-y-4 text-slate-300">
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<li><strong>技术迭代内在需求:</strong> 传统晶硅技术效率逼近<strong class="text-amber-300">29.4%</strong>的理论极限，光伏行业亟需颠覆性技术以摆脱同质化价格战。钙钛矿以其单结<strong class="text-amber-300">33%</strong>、叠层<strong class="text-amber-300">44%+</strong>的理论效率成为破局关键。</li>
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<li><strong>技术突破密集期:</strong> 全球科研团队频繁刷新效率记录，隆基绿能晶硅-钙钛矿叠层效率已达<strong class="text-sky-300">33.9%</strong>。产业核心痛点——稳定性问题取得重大进展，头部厂商已通过IEC61215等关键测试，理论寿命超25年。</li>
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<li><strong>产业化元年 (2024-2025):</strong> 行业进入“0到1”的跨越。协鑫光电、极电光能等头部企业GW级产线相继投产或下线，三峡集团1MW地面电站并网，标志着商业化应用正式开启。</li>
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<li><strong>资本与政策双重加持:</strong> 一级市场融资活跃，宁德时代、京东方等跨界巨头重金入局。工信部发文将钙钛矿列为重点发展方向，政策定调加速产业化进程。</li>
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</ul>
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</div>
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<!-- Key Stats -->
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<div class="bento-item lg:bento-item-span-4 glass-card rounded-3xl p-6 lg:p-8">
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<h2 class="text-xl font-bold mb-4 text-cyan-300">关键数据指标</h2>
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<div class="space-y-6">
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<div class="stat">
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<div class="stat-value text-4xl font-bold">33.9%</div>
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<div class="stat-title text-slate-200">叠层电池效率纪录</div>
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<div class="stat-desc">隆基绿能 (实验室)</div>
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</div>
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<div class="stat">
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<div class="stat-value text-4xl font-bold">19%+</div>
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<div class="stat-title text-slate-200">GW级产线量产效率</div>
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<div class="stat-desc">协鑫光电 (2.4m*1.2m组件)</div>
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</div>
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<div class="stat">
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<div class="stat-value text-4xl font-bold">>25年</div>
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<div class="stat-title text-slate-200">等效户外运行寿命</div>
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<div class="stat-desc">南航团队 (实验室)</div>
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</div>
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</div>
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</div>
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<!-- Core Logic & Market Perception -->
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<div class="bento-item bento-item-span-12 glass-card rounded-3xl p-6 lg:p-8">
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<h2 class="text-xl font-bold mb-4 text-cyan-300">核心逻辑与市场预期差</h2>
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-6">
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<div>
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<h3 class="font-semibold text-lg mb-2 text-sky-300">核心驱动力</h3>
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<ul class="list-disc list-inside space-y-2">
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<li><strong>效率驱动:</strong> 效率提升对电站LCOE（度电成本）的优化效果远大于组件降本，是技术路线的最终决定性因素。</li>
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<li><strong>成本优势:</strong> 产业链短、能耗低，GW级量产后成本有望降至<strong class="text-amber-300">0.5-0.6元/W</strong>，低于当前晶硅。</li>
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<li><strong>前瞻布局:</strong> 国家政策支持与产业资本重金投入，为产业化提供了强力背书和资金保障。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-semibold text-lg mb-2 text-rose-400">预期差分析</h3>
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<ul class="list-disc list-inside space-y-2">
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<li><strong>“名义产能” vs “有效产出”:</strong> 研报预测2025年产能达<strong class="text-amber-300">18GW</strong>，但路演专家预计实际产出仅<strong class="text-amber-300">150-200MW</strong>，产业爬坡期远比市场预期要长。</li>
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<li><strong>“效率竞赛” vs “综合能力”:</strong> 市场仍聚焦效率纪录，但产业竞争核心已转向<strong class="text-sky-300">稳定性、大面积工艺、成本控制</strong>的综合能力。</li>
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<li><strong>“单结性价比” vs “叠层定天下”:</strong> 市场对单结仍存幻想，但行业共识已迅速向“叠层是未来”集中，传统晶硅巨头在叠层路线上的后发优势可能被低估。</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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<!-- Future Roadmap -->
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<div class="bento-item bento-item-span-12 glass-card rounded-3xl p-6 lg:p-8">
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<h2 class="text-xl font-bold mb-4 text-cyan-300">产业发展路径预测</h2>
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<ul class="steps steps-vertical lg:steps-horizontal w-full">
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<li class="step step-primary" data-content="●">
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<div class="text-left p-2">
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<h3 class="font-bold">第一阶段 (2024-2026)</h3>
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<p class="text-sm text-slate-400">单结示范，叠层孕育。以BIPV等高附加值场景为主，积累实证数据。叠层技术在中试线上赛马。</p>
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</div>
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</li>
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<li class="step step-primary" data-content="●">
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<div class="text-left p-2">
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<h3 class="font-bold">第二阶段 (2026-2028)</h3>
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<p class="text-sm text-slate-400">叠层崛起，成本攻坚。主流叠层技术路线确立，启动GW级叠层产线建设，目标与高端晶硅LCOE打平。</p>
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</div>
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</li>
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<li class="step" data-content="●">
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<div class="text-left p-2">
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<h3 class="font-bold">第三阶段 (2028+)</h3>
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<p class="text-sm text-slate-400">全面渗透，主流替代。叠层技术凭借效率与成本优势，在大型电站等主流市场大规模渗透，开启光伏新纪元。</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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<!-- Market Forecast Chart -->
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<div class="bento-item lg:bento-item-span-7 glass-card rounded-3xl p-6 lg:p-8">
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<h2 class="text-xl font-bold mb-4 text-cyan-300">市场规模预测 (产业链环节)</h2>
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<div id="marketChart" class="w-full h-80 lg:h-96"></div>
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</div>
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<!-- Risks and Challenges -->
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<div class="bento-item lg:bento-item-span-5 glass-card rounded-3xl p-6 lg:p-8">
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<h2 class="text-xl font-bold mb-4 text-rose-400">潜在风险与挑战</h2>
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<div class="space-y-3">
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<div class="flex items-start space-x-3">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-rose-400 shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><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>
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<div>
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<h4 class="font-semibold">技术风险</h4>
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<p class="text-sm text-slate-400">量产组件的长期户外可靠性仍需5-10年实证数据；大面积制备的效率损失和良率控制是核心工艺难题。</p>
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</div>
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</div>
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<div class="flex items-start space-x-3">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-rose-400 shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><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>
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<div>
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<h4 class="font-semibold">商业化风险</h4>
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<p class="text-sm text-slate-400">规模化降本速度若不及预期，经济性窗口期将被压缩；TCO玻璃、高性能封装胶膜等核心辅材可能成为供应链瓶颈。</p>
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</div>
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</div>
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<div class="flex items-start space-x-3">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-rose-400 shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><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>
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<div>
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<h4 class="font-semibold">政策与竞争风险</h4>
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<p class="text-sm text-slate-400">含铅环保问题是潜在政策风险；N型晶硅技术的持续进步可能延缓钙钛矿的替代进程。</p>
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</div>
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</div>
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</div>
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</div>
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</section>
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<!-- Conclusion & Investment Advice -->
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<section class="bento-grid">
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<div class="bento-item bento-item-span-12 glass-card rounded-3xl p-6 lg:p-8">
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<h2 class="text-2xl font-bold mb-4 text-cyan-300">综合结论与投资启示</h2>
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<div class="space-y-4">
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<p>钙钛矿电池概念已度过纯粹的主题炒作阶段，进入产业化落地前的关键验证期（0到1）。长期颠覆性潜力逻辑坚实，但短期面临从技术到工程、从样品到产品的巨大挑战。当前阶段的投资，本质上是对产业化进程能否顺利兑现的博弈。</p>
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<div class="alert bg-sky-900/50 border-sky-700">
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<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" class="stroke-current shrink-0 w-6 h-6 text-sky-300"><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>
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<div>
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<h3 class="font-bold">最具投资价值环节：设备 & 核心材料</h3>
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<div class="text-xs">
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“卖铲子”的商业逻辑最为清晰，其业绩与行业资本开支直接挂钩，确定性最高。尤其应关注技术壁垒高、已获头部客户验证的细分龙头，如<strong class="text-amber-300">涂布设备、激光设备</strong>和已实现量产的<strong class="text-amber-300">TCO玻璃</strong>供应商。
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</div>
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</div>
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</div>
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<h3 class="font-semibold text-lg pt-2 text-sky-300">需重点跟踪的关键验证指标</h3>
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<div class="grid grid-cols-2 md:grid-cols-4 gap-4 text-sm">
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<div class="bg-gray-800/50 p-3 rounded-xl border border-gray-700"><strong>GW级产线运营数据:</strong><br>实际产量、平均效率、良品率</div>
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<div class="bg-gray-800/50 p-3 rounded-xl border border-gray-700"><strong>大尺寸组件成本:</strong><br>元/W成本下降曲线</div>
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<div class="bg-gray-800/50 p-3 rounded-xl border border-gray-700"><strong>户外实证项目数据:</strong><br>年度发电量、衰减率</div>
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<div class="bg-gray-800/50 p-3 rounded-xl border border-gray-700"><strong>设备商新增订单:</strong><br>金额与毛利率</div>
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</div>
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</div>
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</div>
|
||
</section>
|
||
|
||
<!-- Stock Table -->
|
||
<section x-data="stockData()" class="glass-card rounded-3xl p-6 lg:p-8 mt-6">
|
||
<h2 class="text-2xl font-bold mb-4 text-cyan-300">相关上市公司梳理</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th class="w-1/12">产业链环节</th>
|
||
<th class="w-1/12">股票名称</th>
|
||
<th class="w-1/12">股票代码</th>
|
||
<th class="w-5/12">核心逻辑</th>
|
||
<th class="w-2/12">标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<template x-for="stock in stocks" :key="stock.stock_code + stock.reason">
|
||
<tr>
|
||
<td x-text="stock.category" class="font-semibold" :class="getCategoryColor(stock.category)"></td>
|
||
<td x-text="stock.stock" class="font-semibold text-slate-100"></td>
|
||
<td>
|
||
<a :href="'https://valuefrontier.cn/company?scode=' + stock.stock_code" target="_blank" class="text-sky-400 hover:text-sky-300 transition-colors" x-text="stock.stock_code" x-show="stock.stock_code"></a>
|
||
</td>
|
||
<td x-html="stock.reason" class="text-sm"></td>
|
||
<td>
|
||
<div class="flex flex-wrap gap-1">
|
||
<template x-for="tag in stock.tags">
|
||
<span class="badge badge-outline text-xs" x-text="tag"></span>
|
||
</template>
|
||
</div>
|
||
</td>
|
||
</tr>
|
||
</template>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
<!-- Rise Analysis -->
|
||
<section class="glass-card rounded-3xl p-6 lg:p-8 mt-6">
|
||
<h2 class="text-2xl font-bold mb-4 text-amber-300">涨幅异动个股解析</h2>
|
||
<div class="space-y-4">
|
||
<template x-for="(item, index) in riseAnalysis" :key="index">
|
||
<div class="collapse collapse-plus glass-card !bg-opacity-50 !bg-slate-800">
|
||
<input type="radio" name="rise-accordion" :checked="index === 0" />
|
||
<div class="collapse-title text-xl font-medium">
|
||
<div class="flex justify-between items-center">
|
||
<span>
|
||
<span x-text="item.stock"></span>
|
||
(<span x-text="item.stock_code"></span>) -
|
||
<span x-text="item.trade_date"></span>
|
||
</span>
|
||
<span class="badge badge-lg" :class="item.rise_rate > 0 ? 'badge-error' : 'badge-success'" x-text="`+${item.rise_rate.toFixed(2)}%`"></span>
|
||
</div>
|
||
</div>
|
||
<div class="collapse-content">
|
||
<div class="prose prose-sm max-w-none prose-invert prose-p:text-slate-300 prose-strong:text-amber-300" x-html="item.reason"></div>
|
||
</div>
|
||
</div>
|
||
</template>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
||
const chartDom = document.getElementById('marketChart');
|
||
const myChart = echarts.init(chartDom, 'dark');
|
||
const option = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: {
|
||
type: 'cross',
|
||
label: {
|
||
backgroundColor: '#6a7985'
|
||
}
|
||
}
|
||
},
|
||
legend: {
|
||
data: ['TCO玻璃', '封装材料', '靶材'],
|
||
textStyle: { color: '#ccc' }
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '3%',
|
||
containLabel: true
|
||
},
|
||
xAxis: [
|
||
{
|
||
type: 'category',
|
||
boundaryGap: false,
|
||
data: ['2025', '2026', '2027', '2028', '2029', '2030', '2035'],
|
||
axisLine: { lineStyle: { color: 'rgba(255,255,255,0.3)' } },
|
||
}
|
||
],
|
||
yAxis: [
|
||
{
|
||
type: 'value',
|
||
name: '市场空间 (亿元)',
|
||
axisLabel: { formatter: '{value}' },
|
||
splitLine: { lineStyle: { type: 'dashed', color: 'rgba(255,255,255,0.1)' } },
|
||
axisLine: { lineStyle: { color: 'rgba(255,255,255,0.3)' } },
|
||
}
|
||
],
|
||
series: [
|
||
{
|
||
name: 'TCO玻璃',
|
||
type: 'line',
|
||
stack: 'Total',
|
||
smooth: true,
|
||
lineStyle: { width: 2 },
|
||
showSymbol: false,
|
||
areaStyle: {
|
||
opacity: 0.8,
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{
|
||
offset: 0,
|
||
color: 'rgba(42, 157, 143, 0.6)'
|
||
}, {
|
||
offset: 1,
|
||
color: 'rgba(42, 157, 143, 0.1)'
|
||
}])
|
||
},
|
||
emphasis: { focus: 'series' },
|
||
data: [20, 45, 70, 95, 110, 122.8, 310.6]
|
||
},
|
||
{
|
||
name: '封装材料',
|
||
type: 'line',
|
||
stack: 'Total',
|
||
smooth: true,
|
||
lineStyle: { width: 2 },
|
||
showSymbol: false,
|
||
areaStyle: {
|
||
opacity: 0.8,
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{
|
||
offset: 0,
|
||
color: 'rgba(233, 196, 106, 0.6)'
|
||
}, {
|
||
offset: 1,
|
||
color: 'rgba(233, 196, 106, 0.1)'
|
||
}])
|
||
},
|
||
emphasis: { focus: 'series' },
|
||
data: [8, 15, 25, 35, 42, 46.5, 117.5]
|
||
},
|
||
{
|
||
name: '靶材',
|
||
type: 'line',
|
||
stack: 'Total',
|
||
smooth: true,
|
||
lineStyle: { width: 2 },
|
||
showSymbol: false,
|
||
areaStyle: {
|
||
opacity: 0.8,
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{
|
||
offset: 0,
|
||
color: 'rgba(231, 111, 81, 0.6)'
|
||
}, {
|
||
offset: 1,
|
||
color: 'rgba(231, 111, 81, 0.1)'
|
||
}])
|
||
},
|
||
emphasis: { focus: 'series' },
|
||
data: [9, 18, 28, 38, 45, 49.8, 125.9]
|
||
}
|
||
]
|
||
};
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
|
||
function stockData() {
|
||
const rawData = [
|
||
{"stock":"金晶科技","reason":"公司TCO玻璃保持在国内钙钛矿、碲化镉市场份额的领先优势，战略合作纤纳光电；2024年滕州二线TCO玻璃成功试产并实现量产","其他标签":"TCO玻璃, 量产","stock_code":"600586"},
|
||
{"stock":"耀皮玻璃","reason":"大连耀皮TCO玻璃产品主要用于钙钛矿电池与碲化镉电池等，主要客户包括京东方、仁烁光能、万度光能、协鑫光电、极电光能、纤纳光电等企业","其他标签":"TCO玻璃, 量产","stock_code":"600819"},
|
||
{"stock":"旗滨集团","reason":"公司生产的TCO玻璃为FTO，具备规模化生产大面积FTO玻璃的能力","其他标签":"TCO玻璃, 潜在量产","stock_code":"601636"},
|
||
{"stock":"亚玛顿","reason":"公司多年前已储备TCO玻璃相关技术和产品，为纤纳光电提供TCO产品","其他标签":"TCO玻璃, 潜在量产","stock_code":"002623"},
|
||
{"stock":"安彩高科","reason":"公司拥有一条离线的TCO产线，具备TCO玻璃生产技术和生产能力","其他标签":"TCO玻璃, 潜在量产","stock_code":"600207"},
|
||
{"stock":"拓日新能","reason":"公司具备研发和生产TCO导电玻璃的技术能力","其他标签":"TCO玻璃, 潜在量产","stock_code":"002218"},
|
||
{"stock":"南玻A","reason":"公司有TCO相关技术积累和生产经验","其他标签":"TCO玻璃, 潜在量产"},
|
||
{"stock":"福莱特","reason":"公司有TCO玻璃的相关技术储备","其他标签":"TCO玻璃, 潜在量产","stock_code":"601865"},
|
||
{"stock":"福斯特","reason":"公司为钙钛矿组件等新技术提供性价比最佳的封装方案","其他标签":"封装材料","stock_code":"603806"},
|
||
{"stock":"海优新材","reason":"公司推出钙钛矿四大封装配套方案","其他标签":"封装材料","stock_code":"688680"},
|
||
{"stock":"赛伍技术","reason":"公司在钙钛矿和晶硅叠层电池、单节和柔性钙钛矿电池等技术路线封装材料方面均进行了技术布局","其他标签":"封装材料","stock_code":"603212"},
|
||
{"stock":"迈为股份","reason":"钙钛矿叠层电池生产设备整线、原子层沉积ALD设备(在研）、钙钛矿用真空干燥退火炉设备(在研)","其他标签":"设备, 整线","stock_code":"300751"},
|
||
{"stock":"捷佳伟创","reason":"钙钛矿及钙钛矿叠层电池整线设备","其他标签":"设备, 整线","stock_code":"300724"},
|
||
{"stock":"京山轻机","reason":"钙钛矿单结及叠层设备的整体解决方案(可覆盖Gw级量产)","其他标签":"设备, 整线","stock_code":"000821"},
|
||
{"stock":"捷佳伟创","reason":"钙钛矿叠层真空镀膜设备","其他标签":"设备, 镀膜","stock_code":"300724"},
|
||
{"stock":"奥来德","reason":"钙钛矿蒸镀设备","其他标签":"设备, 镀膜","stock_code":"688378"},
|
||
{"stock":"曼恩斯特","reason":"GW级钙钛矿涂布系统","其他标签":"设备, 涂布","stock_code":"301325"},
|
||
{"stock":"德龙激光","reason":"钙钛矿薄膜太阳能电池生产整段设备，包括前段P0激光打标设备，P1、P2、P3激光划线设备，P4激光清边设备传输&缓存线体、后段封装检测等","其他标签":"设备, 激光","stock_code":"688170"},
|
||
{"stock":"杰普特","reason":"激光模切设备(覆盖P1至P4的激光模切以及激光清边工艺)","其他标签":"设备, 激光","stock_code":"688025"},
|
||
{"stock":"大族激光","reason":"钙钛矿激光刻划相关设备","其他标签":"设备, 激光","stock_code":"002008"},
|
||
{"stock":"帝尔激光","reason":"钙钛矿电池薄膜激光刻划系列设备","其他标签":"设备, 激光","stock_code":"300776"},
|
||
{"stock":"隆基绿能","reason":"2025年4月，自主研发的晶硅-钙钛矿两端叠层太阳电池转换效率达34.85%","其他标签":"组件","stock_code":"601012"},
|
||
{"stock":"天合光能","reason":"2025年4月，210mm大面积钙钛矿/晶体硅两端叠层太阳电池最高效率达到31.1%","其他标签":"组件","stock_code":"688599"},
|
||
{"stock":"晶澳科技","reason":"小面积研发效率33%；研发中心积极研究和储备IBC电池、钙钛矿及叠层电池技术，叠层电池试验线规划中","其他标签":"组件","stock_code":"002459"},
|
||
{"stock":"晶科能源","reason":"2025年一季度实验室叠层电池最高转化效率已达34.22%","其他标签":"组件","stock_code":"688223"},
|
||
{"stock":"杭萧钢构","reason":"目标效率28%以上；2023年100MW晶硅薄膜+钙钛矿叠层电池中试线投产","其他标签":"组件","stock_code":"600477"},
|
||
{"stock":"通威股份","reason":"研发效率34.17%；MW级试验线搭建中(5-10MW)","其他标签":"组件","stock_code":"600438"},
|
||
{"stock":"宝馨科技","reason":"实验室效率超32%","其他标签":"组件","stock_code":"002514"},
|
||
{"stock":"杭州柯林","reason":"公司深入研究钙钛矿材料和大尺寸量产技术等行业难题，成功实现100MW钙钛矿大面积组件中试产线投产","其他标签":"组件","stock_code":"688611"},
|
||
{"stock":"阿特斯","reason":"钙钛矿叠层作为长期布局，与多方机构合作推进，2025年目标效率33%","其他标签":"组件","stock_code":"688472"},
|
||
{"stock":"宁德时代","reason":"钙钛矿研究进展顺利，正在搭建中试线","其他标签":"组件","stock_code":"300750"},
|
||
{"stock":"金辰股份","reason":"公司目前在钙钛矿电池设备领域进行了研究和技术储备","其他标签":"设备, 技术, 互动","stock_code":"603396"},
|
||
{"stock":"迈为股份","reason":"2025年5月，公司拟投资约21亿元用于钙钛矿叠层太阳能电池制造设备生产","其他标签":"叠层钙钛矿, 整线设备供应商, 机构研报","stock_code":"300751"},
|
||
{"stock":"捷佳伟创","reason":"2024年大规格涂布设备、大尺寸闪蒸炉(VCD)以及磁控溅射立式真空镀膜设备出货；2025年中标头部企业钙钛矿项目订单(PVD、RPD)","其他标签":"叠层钙钛矿, 整线设备供应商, 机构研报","stock_code":"300724"},
|
||
{"stock":"京山轻机","reason":"2024年成功交付多条Turnkey中试线整线及多台实验设备，向头部厂商交付首台GW级钙钛矿溅镀设备，实现设备出口交付美国客户","其他标签":"叠层钙钛矿, 整线设备供应商, 机构研报","stock_code":"000821"},
|
||
{"stock":"奥特维","reason":"预计今年可发往客户端进行验证，叠层钙钛矿组件的量产进度有望加快","其他标签":"叠层钙钛矿, 整线设备供应商, 公告","stock_code":"688516"},
|
||
{"stock":"奥来德","reason":"公司已与头部企业深入交流，开发的650*450钙钛矿功能层蒸镀机，在膜厚均一性、再现性、材料利用率、设备稼动率等方面达到了客户要求的性能指标","其他标签":"叠层钙钛矿, 镀膜设备供应商, 机构研报","stock_code":"688378"},
|
||
{"stock":"微导纳米","reason":"2024年应用于钙钛矿/钙钛矿叠层电池的ALD设备在客户端开展产业化验证，并获得多家客户重复订单：针对钙钛矿电池空穴传输层、钝化层、电极层专用的磁控溅射设备，以及电子传输层专用的蒸镀设备首次出货至客户端，实现了对MW级钙钛矿电池整线主要工艺设备的覆盖","其他标签":"叠层钙钛矿, 镀膜设备供应商, 机构研报","stock_code":"688147"},
|
||
{"stock":"德龙激光","reason":"2022年交付首条钙钛矿薄膜太阳能电池激光加工设备，支持百兆瓦级量产；2023年获得大客户GW级产线的部分订单以及部分新客户订单","其他标签":"叠层钙钛矿, 激光设备, 机构研报","stock_code":"688170"},
|
||
{"stock":"大族激光","reason":"钙钛矿激光刻划相关设备市场占有率处于领先地位，与极电光能、协鑫光电等行业头部客户保持良好合作关系","其他标签":"叠层钙钛矿, 激光设备, 机构研报","stock_code":"002008"},
|
||
{"stock":"杰普特","reason":"持续获得钙钛矿领域的激光模切设备订单，部分订单已完成验收，设备目前使用于客户钙钛矿百兆瓦量产线，2024年配合客户落地GW级产线","其他标签":"叠层钙钛矿, 激光设备, 机构研报","stock_code":"688025"},
|
||
{"stock":"中利集团","reason":"公司叠层钙钛矿相关技术已形成知识产权专利5项，其中已授权2项","其他标签":"叠层钙钛矿, 专利, 互动","stock_code":"002309"},
|
||
{"stock":"海优新材","reason":"针对二代叠层钙钛矿对封装可靠性要求更高的需求，在公司钙钛矿封装解决方案1.0-HTPO的基础上，公司产品的低温快固化胶膜以其优异的性能成为叠层钙钛矿的更优选择，可适用于TOPCon/HJT/XBC等","其他标签":"叠层钙钛矿, 其它, 公告","stock_code":"688680"},
|
||
{"stock":"皇氏集团","reason":"深圳黑晶光电专注于高效叠层太阳能电池研发，产品系列包括：钙钛矿/晶硅叠层、钙钛矿/钙钛矿叠层，以及半透明钙钛矿组件等","其他标签":"叠层钙钛矿, 其它, 互动","stock_code":"002329"},
|
||
{"stock":"协鑫集成","reason":"部署了下一代新型高效GTC电池技术的开发，即叠层电池，运用叠层电池，有效减少光损失，可显著提升光利用率","其他标签":"叠层钙钛矿, 其它, 互动","stock_code":"002506"},
|
||
{"stock":"中来股份","reason":"公司的钙钛矿晶硅叠层电池处于研发阶段，投入量产仍需要一定的时间","其他标签":"叠层钙钛矿, 其它, 互动","stock_code":"300393"},
|
||
{"stock":"赛伍技术","reason":"公司与多家头部钙钛矿企业建立协同创新项目，开发适用于叠层钙钛矿的光转膜产品","其他标签":"叠层钙钛矿, 其它, 公告","stock_code":"603212"},
|
||
];
|
||
|
||
const riseAnalysisData = [
|
||
{"stock":"国晟科技","stock_code":"603778","rise_rate":10.13,"trade_date":"2025-07-09","reason":"核心结论: <br>7月8日晚公司公告拟1.2亿元控股钙钛矿初创公司并投建5GW钙钛矿叠层电池中试线，同晚能源局首次将钙钛矿叠层组件纳入分布式光伏补贴目录（0.12元/度×5年+10%初装补贴），政策与订单共振触发7月9日涨停。<br><br>驱动概念: <br>钙钛矿叠层电池+分布式光伏补贴目录+虚拟电厂<br><br>个股异动解析: <br>1.消息面： <br>（1）钙钛矿叠层电池：板块亮点——能源局7月8日《分布式光伏高质量发展管理办法（试行）》首次把钙钛矿叠层组件纳入补贴目录，给予0.12元/度×5年+10%初装投资补贴。 <br>-公司7月8日公告拟以1.2亿元收购江苏光芯钙钛51%股权，并同步启动5GW钙钛矿叠层电池中试线，一期1GW计划2026Q2投产。 <br>-滁州经开区承诺3亿元产业基金配套，定增8亿元已获交易所受理。 <br><br>（2）分布式光伏补贴目录：板块亮点——补贴窗口期至2025-12-31备案、2026-06-30前并网，催化抢装。 <br>-公司中试线产品直接符合补贴技术路线，潜在订单锁定地方政府及央企分布式项目。 <br><br>（3）虚拟电厂：板块亮点——澳洲23亿澳元户储补贴要求配套VPP功能，国内多地推进虚拟电厂试点。 <br>-公司互动平台表示钙钛矿叠层组件可集成VPP通信模块，已参与华东区域虚拟电厂示范项目。 <br><br>2.基本面： <br>-暂无最新财报数据，公司主营光伏组件及EPC，2024年营收约28亿元，钙钛矿叠层电池尚未贡献收入。","news_title":"","score":225.40594,"source":"search_rise"},
|
||
{"stock":"中矿资源","stock_code":"002738","rise_rate":9.74,"trade_date":"2025-11-13","reason":"中矿资源的大涨，首要驱动力是**碳酸锂价格持续反弹及行业成本中枢上移带来的基本面预期改善**。同时，“钙钛矿”概念作为当日的市场热点，虽然与中矿主业无直接关联，但成功点燃了整个新能源赛道的市场情绪，资金外溢至锂矿板块。此外，市场对公司“锂+铯铷+铜”的多元化业务布局给予了更高的估值溢价，投资者论坛情绪极度乐观，共同推动了股价的强劲表现。","news_title":"","score":206.80682,"source":"search_rise"},
|
||
{"stock":"金浦钛业","stock_code":"000545","rise_rate":5.48,"trade_date":"2025-09-01","reason":"金浦钛业在9月1日的显著上涨，并非基于公司基本面或公告的实质性利好，而是一次典型的由**“钙钛矿”热门概念**引爆、叠加**市场对公司重组的长期预期**，并得到**融资资金推动**的**题材炒作行情**。其股价上涨的核心驱动力在于“名字”带来的强关联想象空间，而非公司实际的业务进展。","news_title":"","score":204.48508,"source":"search_rise"},
|
||
{"stock":"耐普矿机","stock_code":"300818","rise_rate":6.84,"trade_date":"2025-11-12","reason":"耐普矿机当日的大幅上涨，**并非源于公司自身的直接利好，而是一次典型的由市场热点情绪驱动的“跟涨”或“误涨”行为**。其核心原因在于当日市场被**“钙钛矿”**这一宏大且极具爆发力的产业主题所主导，强大的市场热情和资金在追逐热点概念股的过程中，出现了溢出效应或概念混淆。","news_title":"","score":203.66682,"source":"search_rise"},
|
||
{"stock":"朗博科技","stock_code":"603655","rise_rate":7.36,"trade_date":"2025-08-28","reason":"朗博科技在2025-08-28上涨7.36%的主要原因是**固态电池概念板块的整体走强**，特别是博苑股份的深度研究报告引发市场对固态电池产业链的关注，以及**\"博\"字头股票的板块效应**，多家相关公司业绩向好形成联动。","news_title":"","score":196.00775,"source":"search_rise"},
|
||
{"stock":"上海港湾","stock_code":"605598","rise_rate":9.99,"trade_date":"2025-11-12","reason":"钙钛矿卫星电源首单收入可确认+印尼28亿美元外海人工岛EPC传闻共振，资金抢筹20 cm涨停。子公司“上海伏曦炘空”钙钛矿电源系统随“梦起东方号”卫星通过出厂评审，为国内首颗以钙钛矿作主电源的整星，打开第二增长曲线。","news_title":"","score":193.49643,"source":"search_rise"},
|
||
{"stock":"隆华科技","stock_code":"300263","rise_rate":10.53,"trade_date":"2025-11-11","reason":"隆华科技此次股价大幅上涨，其核心驱动因素**并非源自公司自身发布的直接利好公告**，而是其所在的**“钙钛矿电池”概念板块**在当日受到重大技术突破消息的集中引爆所致。市场将隆华科技定位为该产业链中关键的“靶材”供应商，从而引发了资金的集中追捧。","news_title":"","score":192.16544,"source":"search_rise"}
|
||
];
|
||
|
||
const processedData = {};
|
||
rawData.forEach(item => {
|
||
const key = `${item.stock_code}-${item.stock}`;
|
||
if (!processedData[key]) {
|
||
processedData[key] = {
|
||
...item,
|
||
reasons: [item.reason],
|
||
tagsSet: new Set(item['其他标签'] ? item['其他标签'].split(',').map(t => t.trim()) : [])
|
||
};
|
||
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|
||
processedData[key].reasons.push(item.reason);
|
||
if (item['其他标签']) {
|
||
item['其他标签'].split(',').map(t => t.trim()).forEach(tag => processedData[key].tagsSet.add(tag));
|
||
}
|
||
}
|
||
});
|
||
|
||
const uniqueStocks = Object.values(processedData).map(item => {
|
||
let category = "其他";
|
||
const tags = Array.from(item.tagsSet);
|
||
if (tags.includes('TCO玻璃')) category = 'TCO玻璃';
|
||
else if (tags.includes('封装材料')) category = '封装材料';
|
||
else if (tags.some(t => ['设备', '整线', '镀膜', '涂布', '激光', '整线设备供应商', '镀膜设备供应商'].includes(t))) category = '设备';
|
||
else if (tags.includes('组件') || tags.includes('叠层钙钛矿')) category = '组件/叠层';
|
||
|
||
return {
|
||
stock: item.stock,
|
||
stock_code: item.stock_code,
|
||
reason: item.reasons.map(r => `• ${r}`).join('<br>'),
|
||
tags: tags,
|
||
category: category
|
||
};
|
||
});
|
||
|
||
return {
|
||
stocks: uniqueStocks.sort((a, b) => {
|
||
const order = ['TCO玻璃', '封装材料', '设备', '组件/叠层', '其他'];
|
||
return order.indexOf(a.category) - order.indexOf(b.category);
|
||
}),
|
||
riseAnalysis: riseAnalysisData.sort((a,b) => b.score - a.score),
|
||
getCategoryColor(category) {
|
||
switch (category) {
|
||
case 'TCO玻璃': return 'text-cyan-400';
|
||
case '封装材料': return 'text-amber-400';
|
||
case '设备': return 'text-sky-400';
|
||
case '组件/叠层': return 'text-purple-400';
|
||
default: return 'text-slate-400';
|
||
}
|
||
}
|
||
};
|
||
}
|
||
</script>
|
||
|
||
</body>
|
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</html> |