1121 lines
55 KiB
HTML
1121 lines
55 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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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, shrink-to-fit=no">
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<title>农药杀虫剂-氯虫苯甲酰胺行业分析报告</title>
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- Tailwind CSS -->
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<!-- DaisyUI -->
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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<!-- Custom CSS -->
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<style>
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/* 自定义样式 */
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.gradient-bg {
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background: linear-gradient(135deg, #0f9d58 0%, #33691e 100%);
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.card-shadow {
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box-shadow: 0 10px 15px -3px rgba(0, 0, 0, 0.1), 0 4px 6px -2px rgba(0, 0, 0, 0.05);
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.timeline-line {
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background: linear-gradient(to bottom, #0f9d58, #33691e);
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.table-container {
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overflow-x: auto;
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table {
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min-width: 100%;
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}
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.highlight {
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background-color: #f0f9ff;
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border-left: 4px solid #0ea5e9;
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border-radius: 50%;
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background-color: #0f9d58;
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border: 3px solid white;
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box-shadow: 0 0 0 3px rgba(15, 157, 88, 0.2);
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}
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.quote-mark {
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font-size: 4rem;
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line-height: 0;
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position: relative;
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top: 20px;
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opacity: 0.2;
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}
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</style>
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</head>
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<body class="bg-gray-50">
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<div id="particles-background" class="fixed inset-0 z-0"></div>
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<div class="relative z-10 max-w-6xl mx-auto px-4 py-8">
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<!-- 标题部分 -->
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<div class="text-center mb-10">
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<h1 class="text-4xl font-bold text-gray-800 mb-4">农药杀虫剂-氯虫苯甲酰胺</h1>
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<p class="text-xl text-gray-600">行业分析与投资机会</p>
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<div class="mt-6 w-24 h-1 bg-green-600 mx-auto rounded"></div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="card bg-white rounded-xl card-shadow mb-10 overflow-hidden">
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<div class="gradient-bg p-6">
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<h2 class="text-2xl font-bold text-white flex items-center">
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<i class="fas fa-lightbulb mr-3"></i>
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核心观点摘要
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</h2>
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</div>
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<div class="p-6">
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-green-50 p-5 rounded-lg border-l-4 border-green-500">
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<h3 class="font-bold text-gray-800 mb-2">当前阶段</h3>
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<p class="text-gray-700">氯虫苯甲酰胺处于<strong class="text-green-700">"供给收缩驱动的价格修复周期"</strong>，由安全事故触发，叠加专利到期后的产能出清尾声。</p>
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</div>
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<div class="bg-blue-50 p-5 rounded-lg border-l-4 border-blue-500">
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<h3 class="font-bold text-gray-800 mb-2">核心驱动力</h3>
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<p class="text-gray-700"><strong class="text-blue-700">短期看事故停产+中间体K胺紧缺</strong>，<strong class="text-blue-700">长期看环保壁垒下的行业集中度提升</strong>。</p>
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</div>
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<div class="bg-purple-50 p-5 rounded-lg border-l-4 border-purple-500">
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<h3 class="font-bold text-gray-800 mb-2">未来潜力</h3>
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<p class="text-gray-700">若价格站稳<strong class="text-purple-700">35万元/吨以上</strong>，头部企业将享受<strong class="text-purple-700">量价齐升</strong>红利，但需警惕<strong class="text-purple-700">规划产能（超10万吨）</strong>的长期压制。</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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<!-- 概念事件 -->
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<div class="card bg-white rounded-xl card-shadow mb-10 overflow-hidden">
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<div class="bg-gradient-to-r from-blue-600 to-blue-800 p-6">
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<h2 class="text-2xl font-bold text-white flex items-center">
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<i class="fas fa-history mr-3"></i>
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概念事件时间轴
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</h2>
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</div>
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<div class="p-6">
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<div class="relative">
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<div class="timeline-line absolute left-4 top-0 bottom-0 w-1 ml-1 md:ml-3"></div>
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<div class="relative mb-8 pl-12">
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<div class="timeline-dot absolute left-0 top-1"></div>
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<div class="bg-white p-4 rounded-lg border border-gray-200 shadow-sm">
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<div class="text-sm font-semibold text-blue-600">2022年8月</div>
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<p class="text-gray-700 mt-1">中国化合物专利到期，国内企业开始大规模布局，价格从<strong class="text-red-600">240万元/吨</strong>暴跌至<strong class="text-green-600">21万元/吨</strong>（2024年底）。</p>
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</div>
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</div>
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<div class="relative mb-8 pl-12">
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<div class="timeline-dot absolute left-0 top-1"></div>
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<div class="bg-white p-4 rounded-lg border border-gray-200 shadow-sm">
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<div class="text-sm font-semibold text-blue-600">2025年5月27日</div>
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<p class="text-gray-700 mt-1">全球最大生产商<strong class="font-bold">山东友道化学（1.1万吨/年，占国内41%）</strong>发生爆炸事故，国务院安委会挂牌督办，复产时间未知。</p>
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</div>
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</div>
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<div class="relative mb-8 pl-12">
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<div class="timeline-dot absolute left-0 top-1"></div>
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<div class="bg-white p-4 rounded-lg border border-gray-200 shadow-sm">
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<div class="text-sm font-semibold text-blue-600">2025年6月</div>
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<p class="text-gray-700 mt-1">事故后价格反弹至<strong class="text-green-600">30-32万元/吨</strong>（辉隆股份预售报价），市场现货供应紧张。</p>
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</div>
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</div>
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<div class="relative pl-12">
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<div class="timeline-dot absolute left-0 top-1"></div>
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<div class="bg-white p-4 rounded-lg border border-gray-200 shadow-sm">
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<div class="text-sm font-semibold text-blue-600">2025年6月</div>
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<p class="text-gray-700 mt-1">环保督察启动，硝化工艺（K胺关键步骤）面临更严格审查，进一步加剧供应瓶颈。</p>
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</div>
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</div>
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</div>
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<div class="mt-8 bg-yellow-50 p-4 rounded-lg border-l-4 border-yellow-500">
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<h3 class="font-bold text-gray-800 mb-2">催化事件</h3>
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<ul class="list-disc pl-5 text-gray-700 space-y-1">
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<li><strong class="text-yellow-700">供给端</strong>：友道化学爆炸导致<strong>40-50%产能短期退出</strong>，叠加硝化工艺安全检查，行业有效产能骤降。</li>
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<li><strong class="text-yellow-700">需求端</strong>：南美大豆锈病需求旺季（巴西占36%）、印度补库（占20%）推动海外订单激增。</li>
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<li><strong class="text-yellow-700">政策端</strong>：环保趋严+安全生产整治，中小产能加速出清。</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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<!-- 核心逻辑与市场认知 -->
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<div class="card bg-white rounded-xl card-shadow mb-10 overflow-hidden">
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<div class="bg-gradient-to-r from-purple-600 to-purple-800 p-6">
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<h2 class="text-2xl font-bold text-white flex items-center">
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<i class="fas fa-brain mr-3"></i>
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核心逻辑与市场认知分析
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</h2>
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</div>
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<div class="p-6">
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-xl font-bold text-gray-800 mb-4">核心驱动力</h3>
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<div class="space-y-4">
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<div class="bg-purple-50 p-4 rounded-lg">
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<h4 class="font-semibold text-purple-700 mb-2">技术替代逻辑失效</h4>
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<p class="text-gray-700">专利到期后，国内企业凭借成本优势快速扩产，但<strong class="text-purple-700">硝化工艺（K胺制备）的高危性</strong>成为新壁垒（友道事故印证）。</p>
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</div>
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<div class="bg-purple-50 p-4 rounded-lg">
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<h4 class="font-semibold text-purple-700 mb-2">政策驱动</h4>
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<p class="text-gray-700">2024年应急管理部《硝化工艺自动化改造指南》实施后，<strong class="text-purple-700">未改造产能面临强制退出</strong>（如宁夏一帆、友道化学）。</p>
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</div>
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<div class="bg-purple-50 p-4 rounded-lg">
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<h4 class="font-semibold text-purple-700 mb-2">成本支撑</h4>
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<p class="text-gray-700">K胺价格从<strong class="text-red-600">13万/吨→25万/吨</strong>（爆炸后），占氯虫苯甲酰胺成本<strong class="text-purple-700">60%以上</strong>，推动价格底部抬升。</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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<h3 class="text-xl font-bold text-gray-800 mb-4">市场热度与情绪</h3>
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<div class="space-y-4">
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<div class="bg-blue-50 p-4 rounded-lg">
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<h4 class="font-semibold text-blue-700 mb-2">新闻热度</h4>
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<p class="text-gray-700">5月27日-6月20日，相关报道<strong class="text-blue-700">日均3-5篇</strong>，关键词"爆炸""涨价""替代"。</p>
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</div>
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<div class="bg-blue-50 p-4 rounded-lg">
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<h4 class="font-semibold text-blue-700 mb-2">研报密集度</h4>
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<p class="text-gray-700">6月内<strong class="text-blue-700">5篇深度报告</strong>聚焦事故影响，一致预期<strong class="text-blue-700">Q3价格维持30万+</strong>。</p>
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</div>
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<div class="bg-blue-50 p-4 rounded-lg">
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<h4 class="font-semibold text-blue-700 mb-2">情绪分歧</h4>
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<p class="text-gray-700">乐观派（事故催化+南美需求）vs 谨慎派（规划产能压制+替代品竞争）。</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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<div class="mt-8 bg-green-50 p-5 rounded-lg border-l-4 border-green-500">
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<h3 class="text-xl font-bold text-gray-800 mb-3">预期差分析</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<span class="text-green-500 mr-2 mt-1">•</span>
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<p class="text-gray-700"><strong class="text-green-700">K胺专利仍受保护</strong>（2027年到期），国内仅<strong class="text-green-700">联化科技（5000吨）</strong>和<strong class="text-green-700">红太阳（自配套）</strong>能稳定供应，<strong class="text-green-700">实际缺口或达50%</strong>。</p>
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</div>
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<div class="flex items-start">
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<span class="text-green-500 mr-2 mt-1">•</span>
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<p class="text-gray-700"><strong class="text-green-700">友道化学复产时间</strong>可能超预期（需完成硝化工艺改造），<strong class="text-green-700">Q4前供给难以恢复</strong>。</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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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="card bg-white rounded-xl card-shadow mb-10 overflow-hidden">
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<div class="bg-gradient-to-r from-green-600 to-green-800 p-6">
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<h2 class="text-2xl font-bold text-white flex items-center">
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<i class="fas fa-rocket mr-3"></i>
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关键催化剂与未来发展路径
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</h2>
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</div>
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<div class="p-6">
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-xl font-bold text-gray-800 mb-4">近期催化剂（3-6个月）</h3>
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<div class="space-y-4">
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<div class="bg-green-50 p-4 rounded-lg border-l-4 border-green-500">
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<div class="flex items-center mb-2">
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<div class="w-8 h-8 rounded-full bg-green-500 flex items-center justify-center text-white font-bold mr-3">1</div>
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<h4 class="font-semibold text-green-700">6-7月</h4>
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</div>
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<p class="text-gray-700 pl-11">环保督察结果公布，<strong class="text-green-700">硝化装置停产名单</strong>或超预期。</p>
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</div>
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<div class="bg-green-50 p-4 rounded-lg border-l-4 border-green-500">
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<div class="flex items-center mb-2">
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<div class="w-8 h-8 rounded-full bg-green-500 flex items-center justify-center text-white font-bold mr-3">2</div>
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<h4 class="font-semibold text-green-700">7-8月</h4>
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</div>
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<p class="text-gray-700 pl-11">南美大豆锈病用药高峰，<strong class="text-green-700">巴西进口订单</strong>集中释放。</p>
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</div>
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<div class="bg-green-50 p-4 rounded-lg border-l-4 border-green-500">
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<div class="flex items-center mb-2">
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<div class="w-8 h-8 rounded-full bg-green-500 flex items-center justify-center text-white font-bold mr-3">3</div>
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<h4 class="font-semibold text-green-700">9月</h4>
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</div>
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<p class="text-gray-700 pl-11">ST红太阳<strong class="text-green-700">1000吨新产能</strong>投产进度（需验证K胺配套）。</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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<h3 class="text-xl font-bold text-gray-800 mb-4">长期发展路径</h3>
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<div class="space-y-4">
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<div class="bg-blue-50 p-4 rounded-lg border-l-4 border-blue-500">
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<div class="flex items-center mb-2">
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<div class="w-8 h-8 rounded-full bg-blue-500 flex items-center justify-center text-white font-bold mr-3">1</div>
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<h4 class="font-semibold text-blue-700">2025-2026年</h4>
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</div>
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<p class="text-gray-700 pl-11">行业完成<strong class="text-blue-700">自动化改造</strong>，<strong class="text-blue-700">CR3集中度从69%→85%</strong>（利尔化学、扬农化工、广信股份）。</p>
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</div>
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<div class="bg-blue-50 p-4 rounded-lg border-l-4 border-blue-500">
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<div class="flex items-center mb-2">
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<div class="w-8 h-8 rounded-full bg-blue-500 flex items-center justify-center text-white font-bold mr-3">2</div>
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<h4 class="font-semibold text-blue-700">2027年后</h4>
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</div>
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<p class="text-gray-700 pl-11">K胺专利到期，<strong class="text-blue-700">成本曲线陡峭化</strong>，<strong class="text-blue-700">具备一体化优势的企业</strong>（如利尔化学）将收割市场。</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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</div>
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</div>
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<!-- 产业链与核心公司 -->
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<div class="card bg-white rounded-xl card-shadow mb-10 overflow-hidden">
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<div class="bg-gradient-to-r from-red-600 to-red-800 p-6">
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<h2 class="text-2xl font-bold text-white flex items-center">
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<i class="fas fa-sitemap mr-3"></i>
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产业链与核心公司深度剖析
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</h2>
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</div>
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<div class="p-6">
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<div class="mb-8 bg-gray-50 p-5 rounded-lg">
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<h3 class="font-bold text-gray-800 mb-3">产业链图谱</h3>
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<div class="flex flex-col md:flex-row items-center justify-center space-y-2 md:space-y-0 md:space-x-4">
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<div class="bg-green-100 px-4 py-2 rounded-lg text-center">
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<div class="text-xs text-green-800">上游</div>
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<div class="font-semibold">K胺</div>
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<div class="text-xs text-gray-600">(联化科技、红太阳)</div>
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</div>
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<div class="text-gray-400">→</div>
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<div class="bg-blue-100 px-4 py-2 rounded-lg text-center">
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<div class="text-xs text-blue-800">中游</div>
|
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<div class="font-semibold">氯虫苯甲酰胺原药</div>
|
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<div class="text-xs text-gray-600">(利尔化学、扬农化工)</div>
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</div>
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||
<div class="text-gray-400">→</div>
|
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<div class="bg-purple-100 px-4 py-2 rounded-lg text-center">
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<div class="text-xs text-purple-800">下游</div>
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<div class="font-semibold">制剂</div>
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<div class="text-xs text-gray-600">(中农立华、诺普信)</div>
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</div>
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</div>
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</div>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-white rounded-lg overflow-hidden">
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<thead class="bg-gray-100">
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<tr>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">公司</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">产能/规划</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">K胺配套</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">竞争优势</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">利尔化学</td>
|
||
<td class="py-3 px-4">5000吨（在建）</td>
|
||
<td class="py-3 px-4">部分自供</td>
|
||
<td class="py-3 px-4">技术领先+海外登记齐全（巴西、美国）</td>
|
||
<td class="py-3 px-4">新产能投产延迟</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">扬农化工</td>
|
||
<td class="py-3 px-4">1300吨+3000吨规划</td>
|
||
<td class="py-3 px-4">无</td>
|
||
<td class="py-3 px-4">菊酯协同+资金实力强</td>
|
||
<td class="py-3 px-4">依赖外采K胺，成本波动大</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">广信股份</td>
|
||
<td class="py-3 px-4">7000吨（规划）</td>
|
||
<td class="py-3 px-4">无</td>
|
||
<td class="py-3 px-4">茚虫威替代逻辑（若氯虫涨价）</td>
|
||
<td class="py-3 px-4">规划产能落地不确定性</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">联化科技</td>
|
||
<td class="py-3 px-4">5000吨K胺</td>
|
||
<td class="py-3 px-4">100%</td>
|
||
<td class="py-3 px-4">全球唯一规模化K胺供应商</td>
|
||
<td class="py-3 px-4">客户集中度高（FMC）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="mt-8 bg-yellow-50 p-5 rounded-lg">
|
||
<h3 class="font-bold text-gray-800 mb-3">验证与证伪</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<span class="text-yellow-500 mr-2 mt-1">•</span>
|
||
<p class="text-gray-700"><strong class="text-yellow-700">利尔化学</strong>：路演显示<strong>5000吨装置已封顶</strong>，但<strong>K胺缺口可能导致试生产延迟</strong>（需外采30%）。</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<span class="text-yellow-500 mr-2 mt-1">•</span>
|
||
<p class="text-gray-700"><strong class="text-yellow-700">ST红太阳</strong>：宣称<strong>6000吨规划</strong>，但<strong>环评未通过</strong>（硝化废水处理方案被否）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card bg-white rounded-xl card-shadow mb-10 overflow-hidden">
|
||
<div class="bg-gradient-to-r from-yellow-600 to-yellow-800 p-6">
|
||
<h2 class="text-2xl font-bold text-white flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3"></i>
|
||
潜在风险与挑战
|
||
</h2>
|
||
</div>
|
||
<div class="p-6">
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="space-y-4">
|
||
<div class="bg-red-50 p-4 rounded-lg border-l-4 border-red-500">
|
||
<h3 class="font-bold text-red-700 mb-2">技术风险</h3>
|
||
<p class="text-gray-700">硝化工艺<strong class="text-red-700">全流程自动化改造</strong>技术门槛高，<strong class="text-red-700">中小产能退出不彻底</strong>可能引发价格战。</p>
|
||
</div>
|
||
<div class="bg-red-50 p-4 rounded-lg border-l-4 border-red-500">
|
||
<h3 class="font-bold text-red-700 mb-2">商业化风险</h3>
|
||
<p class="text-gray-700">若价格<strong class="text-red-700">超过40万/吨</strong>，下游可能转向<strong class="text-red-700">四氯虫酰胺</strong>（扬农化工专利产品，成本仅为氯虫的70%）。</p>
|
||
</div>
|
||
</div>
|
||
<div class="space-y-4">
|
||
<div class="bg-red-50 p-4 rounded-lg border-l-4 border-red-500">
|
||
<h3 class="font-bold text-red-700 mb-2">政策风险</h3>
|
||
<p class="text-gray-700"><strong class="text-red-700">印度产能</strong>（UPL规划5000吨）若快速释放，将冲击中国出口份额（2024年中国占全球58%）。</p>
|
||
</div>
|
||
<div class="bg-red-50 p-4 rounded-lg border-l-4 border-red-500">
|
||
<h3 class="font-bold text-red-700 mb-2">信息矛盾</h3>
|
||
<p class="text-gray-700"><strong class="text-red-700">友道化学复产时间</strong>：新闻称"复产未知"，但专家纪要透露<strong>"豪迈集团或彻底退出农药业务"</strong>（预期差极大）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card bg-white rounded-xl card-shadow mb-10 overflow-hidden">
|
||
<div class="bg-gradient-to-r from-indigo-600 to-indigo-800 p-6">
|
||
<h2 class="text-2xl font-bold text-white flex items-center">
|
||
<i class="fas fa-chart-line mr-3"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
</div>
|
||
<div class="p-6">
|
||
<div class="bg-indigo-50 p-5 rounded-lg mb-6">
|
||
<h3 class="font-bold text-indigo-700 mb-2">阶段判断</h3>
|
||
<p class="text-gray-700"><strong class="text-indigo-700">主题炒作向基本面驱动过渡期</strong>——短期看事故催化，长期看环保壁垒下的龙头溢价。</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-bold text-gray-800 mb-4">投资价值方向</h3>
|
||
<div class="space-y-4">
|
||
<div class="bg-green-50 p-5 rounded-lg border-l-4 border-green-500">
|
||
<div class="flex items-center mb-2">
|
||
<div class="w-8 h-8 rounded-full bg-green-500 flex items-center justify-center text-white font-bold mr-3">1</div>
|
||
<h4 class="font-semibold text-green-700">首选</h4>
|
||
</div>
|
||
<p class="text-gray-700 pl-11"><strong class="text-green-700">利尔化学</strong>（5000吨产能+技术领先+海外渠道），<strong class="text-green-700">目标价35万/吨情景下EPS增厚2.5元</strong>。</p>
|
||
</div>
|
||
<div class="bg-blue-50 p-5 rounded-lg border-l-4 border-blue-500">
|
||
<div class="flex items-center mb-2">
|
||
<div class="w-8 h-8 rounded-full bg-blue-500 flex items-center justify-center text-white font-bold mr-3">2</div>
|
||
<h4 class="font-semibold text-blue-700">次选</h4>
|
||
</div>
|
||
<p class="text-gray-700 pl-11"><strong class="text-blue-700">联化科技</strong>（K胺垄断溢价，每涨价1万/吨，利润增厚0.8亿）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-bold text-gray-800 mb-4">关键跟踪指标</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<span class="text-indigo-500 mr-2 mt-1">1.</span>
|
||
<p class="text-gray-700"><strong class="text-indigo-700">K胺现货价</strong>（当前25万/吨，若突破30万将加速传导）。</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<span class="text-indigo-500 mr-2 mt-1">2.</span>
|
||
<p class="text-gray-700"><strong class="text-indigo-700">利尔化学试生产进度</strong>（Q3能否稳定出货）。</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<span class="text-indigo-500 mr-2 mt-1">3.</span>
|
||
<p class="text-gray-700"><strong class="text-indigo-700">南美进口订单数据</strong>（巴西6-8月采购量是否超预期）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 bg-red-50 p-4 rounded-lg border-l-4 border-red-500">
|
||
<p class="text-gray-700"><strong class="text-red-700">风险提示</strong>：若友道化学<strong>3个月内复产</strong>，或<strong>印度产能提前投放</strong>，价格可能快速回落至25万/吨以下。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="card bg-white rounded-xl card-shadow mb-10 overflow-hidden">
|
||
<div class="bg-gradient-to-r from-teal-600 to-teal-800 p-6">
|
||
<h2 class="text-2xl font-bold text-white flex items-center">
|
||
<i class="fas fa-table mr-3"></i>
|
||
关联股票数据
|
||
</h2>
|
||
</div>
|
||
<div class="p-6">
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
|
||
<thead class="bg-gray-100">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">股票名称</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">行业/分类</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">现有产能</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">在建产能</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">截止时间</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">来源</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">备注</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<!-- 农药杀虫剂-氯虫苯甲酰胺(250527) 数据 -->
|
||
<tr class="bg-teal-50">
|
||
<td colspan="7" class="py-2 px-4 font-bold text-teal-700">农药杀虫剂-氯虫苯甲酰胺(250527)</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">利尔化学</td>
|
||
<td class="py-3 px-4">氯虫苯甲酰胺</td>
|
||
<td class="py-3 px-4">5000吨</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">2025年2月</td>
|
||
<td class="py-3 px-4">网络研报</td>
|
||
<td class="py-3 px-4">现有产能/市值: 54%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">中旗股份</td>
|
||
<td class="py-3 px-4">氯虫苯甲酰胺</td>
|
||
<td class="py-3 px-4">1500吨</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">2025年2月</td>
|
||
<td class="py-3 px-4">世界农化网</td>
|
||
<td class="py-3 px-4">现有产能/市值: 45%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">辉隆股份</td>
|
||
<td class="py-3 px-4">氯虫苯甲酰胺</td>
|
||
<td class="py-3 px-4">2000吨</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">2024年</td>
|
||
<td class="py-3 px-4">2024年年报</td>
|
||
<td class="py-3 px-4">现有产能/市值: 36%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">雅本化学</td>
|
||
<td class="py-3 px-4">氯虫苯甲酰胺</td>
|
||
<td class="py-3 px-4">2000吨</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">2024年</td>
|
||
<td class="py-3 px-4">2024年年报</td>
|
||
<td class="py-3 px-4">现有产能/市值: 27%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">长青股份</td>
|
||
<td class="py-3 px-4">氯虫苯甲酰胺</td>
|
||
<td class="py-3 px-4">1000吨</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">2022年8月</td>
|
||
<td class="py-3 px-4">搜互动</td>
|
||
<td class="py-3 px-4">现有产能/市值: 26%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">ST红太阳</td>
|
||
<td class="py-3 px-4">氯虫苯甲酰胺</td>
|
||
<td class="py-3 px-4">2000吨</td>
|
||
<td class="py-3 px-4">6000吨</td>
|
||
<td class="py-3 px-4">2025年4月</td>
|
||
<td class="py-3 px-4">搜互动/250429公告</td>
|
||
<td class="py-3 px-4">现有产能/市值: 22%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">海利尔</td>
|
||
<td class="py-3 px-4">氯虫苯甲酰胺</td>
|
||
<td class="py-3 px-4">1000吨</td>
|
||
<td class="py-3 px-4">3000吨</td>
|
||
<td class="py-3 px-4">2021年</td>
|
||
<td class="py-3 px-4">搜互动/250514公告</td>
|
||
<td class="py-3 px-4">现有产能/市值: 20%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">扬农化工</td>
|
||
<td class="py-3 px-4">氯虫苯甲酰胺</td>
|
||
<td class="py-3 px-4">1300吨</td>
|
||
<td class="py-3 px-4">3000吨</td>
|
||
<td class="py-3 px-4">——</td>
|
||
<td class="py-3 px-4">环评，未核实/券商短文</td>
|
||
<td class="py-3 px-4">现有产能/市值: 6%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">永太科技</td>
|
||
<td class="py-3 px-4">氯虫苯甲酰胺</td>
|
||
<td class="py-3 px-4">500吨</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">2025/2/1</td>
|
||
<td class="py-3 px-4">世界农化网</td>
|
||
<td class="py-3 px-4">现有产能/市值: 4%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">广信股份</td>
|
||
<td class="py-3 px-4">氯虫苯甲酰胺</td>
|
||
<td class="py-3 px-4">——</td>
|
||
<td class="py-3 px-4">7000吨</td>
|
||
<td class="py-3 px-4">——</td>
|
||
<td class="py-3 px-4">世界农化网</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">美邦股份</td>
|
||
<td class="py-3 px-4">氯虫苯甲酰胺</td>
|
||
<td class="py-3 px-4">——</td>
|
||
<td class="py-3 px-4">2000吨</td>
|
||
<td class="py-3 px-4">——</td>
|
||
<td class="py-3 px-4">搜公告预计25年年底完成</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">诺普信</td>
|
||
<td class="py-3 px-4">氯虫苯甲酰胺</td>
|
||
<td class="py-3 px-4">已布局相关（药）证；以及复配产品</td>
|
||
<td class="py-3 px-4">2024年5月公告</td>
|
||
<td class="py-3 px-4">——</td>
|
||
<td class="py-3 px-4">——</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">友道化学</td>
|
||
<td class="py-3 px-4">氯虫苯甲酰胺</td>
|
||
<td class="py-3 px-4">11000吨</td>
|
||
<td class="py-3 px-4">11000吨</td>
|
||
<td class="py-3 px-4">2025年2月</td>
|
||
<td class="py-3 px-4">世界农化网</td>
|
||
<td class="py-3 px-4">未上市</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">中山化工</td>
|
||
<td class="py-3 px-4">氯虫苯甲酰胺</td>
|
||
<td class="py-3 px-4">20000吨</td>
|
||
<td class="py-3 px-4">20000吨</td>
|
||
<td class="py-3 px-4">——</td>
|
||
<td class="py-3 px-4">世界农化网</td>
|
||
<td class="py-3 px-4">未上市</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">灵圣作物科技</td>
|
||
<td class="py-3 px-4">氯虫苯甲酰胺</td>
|
||
<td class="py-3 px-4">20000吨</td>
|
||
<td class="py-3 px-4">20000吨</td>
|
||
<td class="py-3 px-4">——</td>
|
||
<td class="py-3 px-4">世界农化网</td>
|
||
<td class="py-3 px-4">未上市</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">善水科技</td>
|
||
<td class="py-3 px-4">中间体：2,3-二氯吡啶</td>
|
||
<td class="py-3 px-4">4000吨</td>
|
||
<td class="py-3 px-4">10000吨</td>
|
||
<td class="py-3 px-4">2025年3月</td>
|
||
<td class="py-3 px-4">搜互动/搜公告</td>
|
||
<td class="py-3 px-4">少数规模化生产企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">扬农化工</td>
|
||
<td class="py-3 px-4">中间体：2,3-二氯吡啶</td>
|
||
<td class="py-3 px-4">通过技术突破（如低温氟化工艺）降低对印度进口2,3-二氯吡啶的依赖</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">广信股份</td>
|
||
<td class="py-3 px-4">替代逻辑</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">茚虫威-3000吨</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">利民股份</td>
|
||
<td class="py-3 px-4">替代逻辑</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">阿维菌素、甲维盐1300吨</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">绿亨科技</td>
|
||
<td class="py-3 px-4">北交所农药</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">未查到氯虫苯甲酰胺产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">颖泰生物</td>
|
||
<td class="py-3 px-4">北交所农药</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">未查到氯虫苯甲酰胺产品</td>
|
||
</tr>
|
||
|
||
<!-- 农药杀虫剂-氯虫苯甲酰胺(250611) 更新 数据 -->
|
||
<tr class="bg-teal-50">
|
||
<td colspan="7" class="py-2 px-4 font-bold text-teal-700">农药杀虫剂-氯虫苯甲酰胺(250611) 更新</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">联化科技</td>
|
||
<td class="py-3 px-4">农药</td>
|
||
<td class="py-3 px-4">5000吨</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">2025年5月</td>
|
||
<td class="py-3 px-4">网络纪要</td>
|
||
<td class="py-3 px-4">上游K胺</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">广康生化</td>
|
||
<td class="py-3 px-4">农药</td>
|
||
<td class="py-3 px-4">未明确</td>
|
||
<td class="py-3 px-4">2500吨</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">网络纪要</td>
|
||
<td class="py-3 px-4">上游K胺</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">辉隆股份</td>
|
||
<td class="py-3 px-4">农药</td>
|
||
<td class="py-3 px-4">2000吨</td>
|
||
<td class="py-3 px-4">2200吨(规划)</td>
|
||
<td class="py-3 px-4">2024年</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">上游K胺</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">雅本化学</td>
|
||
<td class="py-3 px-4">农药</td>
|
||
<td class="py-3 px-4">2000吨</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">2024年</td>
|
||
<td class="py-3 px-4">网络纪要</td>
|
||
<td class="py-3 px-4">上游K胺</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">辉隆股份</td>
|
||
<td class="py-3 px-4">农药</td>
|
||
<td class="py-3 px-4">840-900吨</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">2025年6月9日</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">氯虫苯甲酰胺</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">善水科技</td>
|
||
<td class="py-3 px-4">农药</td>
|
||
<td class="py-3 px-4">4000吨</td>
|
||
<td class="py-3 px-4">10000吨</td>
|
||
<td class="py-3 px-4">2025年3月</td>
|
||
<td class="py-3 px-4">搜互动</td>
|
||
<td class="py-3 px-4">上游2,3-二氯吡啶</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">扬农化工</td>
|
||
<td class="py-3 px-4">农药</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">低温氧化工艺降低进口依赖，国内自给率不足15%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">利尔化学</td>
|
||
<td class="py-3 px-4">农药</td>
|
||
<td class="py-3 px-4">5000吨</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">网络研报</td>
|
||
<td class="py-3 px-4">氯虫苯甲酰胺</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">中旗股份</td>
|
||
<td class="py-3 px-4">农药</td>
|
||
<td class="py-3 px-4">1500吨</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">2025年2月</td>
|
||
<td class="py-3 px-4">世界农化网</td>
|
||
<td class="py-3 px-4">氯虫苯甲酰胺</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">辉隆股份</td>
|
||
<td class="py-3 px-4">农药</td>
|
||
<td class="py-3 px-4">2000吨</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">2024年</td>
|
||
<td class="py-3 px-4">2024年年报</td>
|
||
<td class="py-3 px-4">氯虫苯甲酰胺</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">雅本化学</td>
|
||
<td class="py-3 px-4">农药</td>
|
||
<td class="py-3 px-4">2000吨</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">2024年</td>
|
||
<td class="py-3 px-4">2024年年报</td>
|
||
<td class="py-3 px-4">氯虫苯甲酰胺</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">长青股份</td>
|
||
<td class="py-3 px-4">农药</td>
|
||
<td class="py-3 px-4">1000吨</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">2022年8月</td>
|
||
<td class="py-3 px-4">搜互动</td>
|
||
<td class="py-3 px-4">氯虫苯甲酰胺</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">ST红太阳</td>
|
||
<td class="py-3 px-4">农药</td>
|
||
<td class="py-3 px-4">2000吨</td>
|
||
<td class="py-3 px-4">6000吨</td>
|
||
<td class="py-3 px-4">2025年4月</td>
|
||
<td class="py-3 px-4">搜互动/250429公告</td>
|
||
<td class="py-3 px-4">氯虫苯甲酰胺</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">海利尔</td>
|
||
<td class="py-3 px-4">农药</td>
|
||
<td class="py-3 px-4">1000吨</td>
|
||
<td class="py-3 px-4">3000吨</td>
|
||
<td class="py-3 px-4">2021年</td>
|
||
<td class="py-3 px-4">搜互动/250514公告</td>
|
||
<td class="py-3 px-4">氯虫苯甲酰胺</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">扬农化工</td>
|
||
<td class="py-3 px-4">农药</td>
|
||
<td class="py-3 px-4">1300吨</td>
|
||
<td class="py-3 px-4">3000吨</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">环评，未核实/券商短文</td>
|
||
<td class="py-3 px-4">氯虫苯甲酰胺</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">永太科技</td>
|
||
<td class="py-3 px-4">农药</td>
|
||
<td class="py-3 px-4">500吨</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">2025/2/1</td>
|
||
<td class="py-3 px-4">世界农化网</td>
|
||
<td class="py-3 px-4">氯虫苯甲酰胺</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">广信股份</td>
|
||
<td class="py-3 px-4">农药</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">7000吨</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">世界农化网</td>
|
||
<td class="py-3 px-4">氯虫苯甲酰胺</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">美邦股份</td>
|
||
<td class="py-3 px-4">农药</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">2000吨</td>
|
||
<td class="py-3 px-4">2025年年底</td>
|
||
<td class="py-3 px-4">搜公告</td>
|
||
<td class="py-3 px-4">氯虫苯甲酰胺</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">诺普信</td>
|
||
<td class="py-3 px-4">农药</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">2024年5月</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">已布局相关（药）证及复配产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">友道化学</td>
|
||
<td class="py-3 px-4">农药</td>
|
||
<td class="py-3 px-4">11000吨</td>
|
||
<td class="py-3 px-4">11000吨</td>
|
||
<td class="py-3 px-4">2025年2月</td>
|
||
<td class="py-3 px-4">世界农化网</td>
|
||
<td class="py-3 px-4">氯虫苯甲酰胺</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">中山化工</td>
|
||
<td class="py-3 px-4">农药</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">20000吨</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">世界农化网</td>
|
||
<td class="py-3 px-4">氯虫苯甲酰胺</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">灵圣作物科技</td>
|
||
<td class="py-3 px-4">农药</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">20000吨</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">世界农化网</td>
|
||
<td class="py-3 px-4">氯虫苯甲酰胺</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">广信股份</td>
|
||
<td class="py-3 px-4">农药</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">农药及中间体营收46亿，占比99%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">国光股份</td>
|
||
<td class="py-3 px-4">农药</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">农药营收13.7亿，占比69%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">苏利股份</td>
|
||
<td class="py-3 px-4">农药</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">农药营收12.91亿，占比56%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">利民股份</td>
|
||
<td class="py-3 px-4">农药</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">农药营收10.87亿，占比30%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">长青股份</td>
|
||
<td class="py-3 px-4">农药</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">杀虫剂8.4亿，占比42%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">广康生化</td>
|
||
<td class="py-3 px-4">农药</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">农药原料6.5亿，占比90%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">蓝丰生化</td>
|
||
<td class="py-3 px-4">农药</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">农药营收4.92亿，占比28%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">*ST亚太</td>
|
||
<td class="py-3 px-4">农药</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">农药中间体吡啶类营收3.9亿，占比89%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">美邦股份</td>
|
||
<td class="py-3 px-4">农药</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">杀虫剂营收3.1亿，占比35%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">农心科技</td>
|
||
<td class="py-3 px-4">农药</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">杀虫剂营收2.43亿，占比37%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">绿亨科技</td>
|
||
<td class="py-3 px-4">农药</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">杀虫剂收入约1亿元，占比20%，未查到氯虫苯甲酰胺产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">颖泰生物</td>
|
||
<td class="py-3 px-4">农药</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">杀虫剂产能8950吨，未查到氯虫苯甲酰胺产品</td>
|
||
</tr>
|
||
|
||
<!-- 除草剂-烯草酮(250709) 数据 -->
|
||
<tr class="bg-teal-50">
|
||
<td colspan="7" class="py-2 px-4 font-bold text-teal-700">除草剂-烯草酮(250709)</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">先达股份</td>
|
||
<td class="py-3 px-4">生产</td>
|
||
<td class="py-3 px-4">1.2万吨/年</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">月产能1000吨左右</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">一凡生物</td>
|
||
<td class="py-3 px-4">生产</td>
|
||
<td class="py-3 px-4">0.8万吨</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">4月22日</td>
|
||
<td class="py-3 px-4">网络</td>
|
||
<td class="py-3 px-4">因事故停产（未上市）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">润丰股份</td>
|
||
<td class="py-3 px-4">生产</td>
|
||
<td class="py-3 px-4">2000吨/年</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">扬农化工</td>
|
||
<td class="py-3 px-4">试生产</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">烯草酮项目正在按计划推进，目前已进入试生产状态</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">长青股份</td>
|
||
<td class="py-3 px-4">搬迁</td>
|
||
<td class="py-3 px-4">500吨/年</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">调研</td>
|
||
<td class="py-3 px-4">原有产能（腾退搬迁中）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">安道麦A</td>
|
||
<td class="py-3 px-4">相关成分</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">公告</td>
|
||
<td class="py-3 px-4">除草剂产品中包括烯草酮成分</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">颖泰生物</td>
|
||
<td class="py-3 px-4">北交所</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">调研</td>
|
||
<td class="py-3 px-4">公司目前烯草酮原药产线产能尚未释放</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 引用部分 -->
|
||
<div class="card bg-gradient-to-r from-gray-700 to-gray-900 rounded-xl card-shadow overflow-hidden mb-10">
|
||
<div class="p-8 text-white">
|
||
<div class="quote-mark text-white">"</div>
|
||
<blockquote class="text-xl italic mb-4">
|
||
氯虫苯甲酰胺行业正处于供给收缩驱动的价格修复周期，由安全事故触发，叠加专利到期后的产能出清尾声。短期看事故停产+中间体K胺紧缺，长期看环保壁垒下的行业集中度提升。
|
||
</blockquote>
|
||
<footer class="text-gray-300">— 行业分析师</footer>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 引入tsParticles -->
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("particles-background", {
|
||
background: {
|
||
color: {
|
||
value: "#f8fafc",
|
||
},
|
||
},
|
||
fpsLimit: 60,
|
||
particles: {
|
||
color: {
|
||
value: ["#0f9d58", "#33691e"],
|
||
},
|
||
links: {
|
||
color: "#0f9d58",
|
||
distance: 150,
|
||
enable: true,
|
||
opacity: 0.3,
|
||
width: 1,
|
||
},
|
||
move: {
|
||
direction: "none",
|
||
enable: true,
|
||
outModes: {
|
||
default: "bounce",
|
||
},
|
||
random: false,
|
||
speed: 1,
|
||
straight: false,
|
||
},
|
||
number: {
|
||
density: {
|
||
enable: true,
|
||
area: 800,
|
||
},
|
||
value: 60,
|
||
},
|
||
opacity: {
|
||
value: 0.5,
|
||
},
|
||
shape: {
|
||
type: "circle",
|
||
},
|
||
size: {
|
||
value: { min: 1, max: 5 },
|
||
},
|
||
},
|
||
detectRetina: true,
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |