1815 lines
112 KiB
HTML
1815 lines
112 KiB
HTML
|
||
<!DOCTYPE html>
|
||
<html lang="zh-CN">
|
||
<head>
|
||
<meta charset="utf-8" />
|
||
<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
|
||
<title>化工元素概念分析报告</title>
|
||
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
|
||
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@5/dist/full.min.css" rel="stylesheet">
|
||
<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||
<script src="https://cdnjs.cloudflare.com/ajax/libs/three.js/r134/three.min.js"></script>
|
||
<script src="https://cdnjs.cloudflare.com/ajax/libs/vanta/0.5.24/vanta.waves.min.js"></script>
|
||
<style>
|
||
body {
|
||
font-family: 'Inter', sans-serif;
|
||
}
|
||
.gradient-bg {
|
||
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
|
||
}
|
||
.card-shadow {
|
||
box-shadow: 0 10px 15px -3px rgba(0, 0, 0, 0.1), 0 4px 6px -2px rgba(0, 0, 0, 0.05);
|
||
}
|
||
.timeline-dot {
|
||
width: 16px;
|
||
height: 16px;
|
||
border-radius: 50%;
|
||
background-color: #667eea;
|
||
position: absolute;
|
||
left: -8px;
|
||
top: 5px;
|
||
}
|
||
.timeline-line {
|
||
position: absolute;
|
||
left: 0;
|
||
top: 0;
|
||
bottom: 0;
|
||
width: 2px;
|
||
background-color: #e5e7eb;
|
||
}
|
||
.element-card {
|
||
transition: all 0.3s ease;
|
||
}
|
||
.element-card:hover {
|
||
transform: translateY(-5px);
|
||
box-shadow: 0 20px 25px -5px rgba(0, 0, 0, 0.1), 0 10px 10px -5px rgba(0, 0, 0, 0.04);
|
||
}
|
||
#particles-js {
|
||
position: fixed;
|
||
width: 100%;
|
||
height: 100%;
|
||
top: 0;
|
||
left: 0;
|
||
z-index: -1;
|
||
}
|
||
.table-container {
|
||
overflow-x: auto;
|
||
}
|
||
@media (max-width: 768px) {
|
||
.table-container {
|
||
overflow-x: scroll;
|
||
}
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="bg-gray-50">
|
||
<div id="particles-js"></div>
|
||
|
||
<div class="container mx-auto px-4 py-8 max-w-7xl">
|
||
<!-- 标题部分 -->
|
||
<div class="text-center mb-12">
|
||
<h1 class="text-4xl md:text-5xl font-bold text-gray-800 mb-4">化工元素概念分析报告</h1>
|
||
<p class="text-xl text-gray-600 max-w-3xl mx-auto">深度解析"元素周期表行情"，揭示化工元素市场机遇与挑战</p>
|
||
</div>
|
||
|
||
<!-- 概念事件时间轴 -->
|
||
<div class="card bg-white rounded-xl shadow-lg mb-8 p-6">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-history text-indigo-600 mr-3"></i>
|
||
概念事件时间轴
|
||
</h2>
|
||
<div class="relative pl-8">
|
||
<div class="timeline-line"></div>
|
||
|
||
<div class="mb-8 relative">
|
||
<div class="timeline-dot"></div>
|
||
<div class="bg-indigo-50 rounded-lg p-4">
|
||
<h3 class="font-semibold text-lg text-indigo-700 mb-2">2024年8月</h3>
|
||
<p class="text-gray-700">郭守敬望远镜发现铕含量最高恒星（太阳6倍），引发市场对稀土元素的战略价值重估。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-8 relative">
|
||
<div class="timeline-dot"></div>
|
||
<div class="bg-purple-50 rounded-lg p-4">
|
||
<h3 class="font-semibold text-lg text-purple-700 mb-2">2024年12月</h3>
|
||
<p class="text-gray-700">东阳光公告"元素基金"拟转让5%股份，显示资本对化工元素标的的博弈加剧。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-8 relative">
|
||
<div class="timeline-dot"></div>
|
||
<div class="bg-blue-50 rounded-lg p-4">
|
||
<h3 class="font-semibold text-lg text-blue-700 mb-2">2025年3月</h3>
|
||
<p class="text-gray-700">国信期货提出"元素周期表行情"将重现，锡/锑供需缺口预计达1.4/2.8万吨，光伏玻璃澄清剂（锑）需求占比升至27%。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-8 relative">
|
||
<div class="timeline-dot"></div>
|
||
<div class="bg-green-50 rounded-lg p-4">
|
||
<h3 class="font-semibold text-lg text-green-700 mb-2">2025年5月</h3>
|
||
<p class="text-gray-700">申万宏源路演指出钛白粉、磷化工、制冷剂等细分领域涨价，溴素价格从2.2万涨至2.9万（+30%）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心观点摘要 -->
|
||
<div class="card bg-white rounded-xl shadow-lg mb-8 p-6">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-lightbulb text-yellow-500 mr-3"></i>
|
||
核心观点摘要
|
||
</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<div class="element-card bg-gradient-to-br from-blue-50 to-indigo-50 rounded-xl p-5 border border-blue-100">
|
||
<div class="text-blue-600 text-3xl mb-3">
|
||
<i class="fas fa-chart-line"></i>
|
||
</div>
|
||
<h3 class="font-semibold text-lg text-gray-800 mb-2">当前阶段</h3>
|
||
<p class="text-gray-700">化工元素概念处于"资源重估+需求验证"的过渡期，涨价逻辑已兑现但产能瓶颈未突破。</p>
|
||
</div>
|
||
|
||
<div class="element-card bg-gradient-to-br from-purple-50 to-pink-50 rounded-xl p-5 border border-purple-100">
|
||
<div class="text-purple-600 text-3xl mb-3">
|
||
<i class="fas fa-rocket"></i>
|
||
</div>
|
||
<h3 class="font-semibold text-lg text-gray-800 mb-2">核心驱动力</h3>
|
||
<p class="text-gray-700">新能源（光伏/电动车）+军工（锑/钨）的刚性需求，叠加地缘供应链脆弱性（缅甸断供、俄制裁）。</p>
|
||
</div>
|
||
|
||
<div class="element-card bg-gradient-to-br from-green-50 to-teal-50 rounded-xl p-5 border border-green-100">
|
||
<div class="text-green-600 text-3xl mb-3">
|
||
<i class="fas fa-seedling"></i>
|
||
</div>
|
||
<h3 class="font-semibold text-lg text-gray-800 mb-2">未来潜力</h3>
|
||
<p class="text-gray-700">2025-2026年供需缺口或扩大至8%，小金属（锑、锡、钼）弹性最大，但需警惕政策调控风险。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心逻辑与市场认知分析 -->
|
||
<div class="card bg-white rounded-xl shadow-lg mb-8 p-6">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-brain text-pink-500 mr-3"></i>
|
||
核心逻辑与市场认知分析
|
||
</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-8 mb-8">
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-arrow-up text-green-500 mr-2"></i>
|
||
需求端
|
||
</h3>
|
||
<ul class="space-y-3">
|
||
<li class="flex items-start">
|
||
<div class="bg-blue-100 rounded-full p-1 mr-3 mt-1">
|
||
<i class="fas fa-solar-panel text-blue-600 text-xs"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium text-gray-800">光伏</h4>
|
||
<p class="text-gray-600 text-sm">2025年全球装机350GW，锑需求增量7000吨（中信建投修正数据）</p>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<div class="bg-green-100 rounded-full p-1 mr-3 mt-1">
|
||
<i class="fas fa-car text-green-600 text-xs"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium text-gray-800">电动车</h4>
|
||
<p class="text-gray-600 text-sm">动力电池对锂/钴/镍需求持续高增，中国新能源车渗透率已超40%</p>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<div class="bg-red-100 rounded-full p-1 mr-3 mt-1">
|
||
<i class="fas fa-shield-alt text-red-600 text-xs"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium text-gray-800">军工</h4>
|
||
<p class="text-gray-600 text-sm">锑用于弹药，地缘冲突推动战略储备</p>
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-arrow-down text-red-500 mr-2"></i>
|
||
供给端
|
||
</h3>
|
||
<ul class="space-y-3">
|
||
<li class="flex items-start">
|
||
<div class="bg-yellow-100 rounded-full p-1 mr-3 mt-1">
|
||
<i class="fas fa-exclamation-triangle text-yellow-600 text-xs"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium text-gray-800">中国储量枯竭</h4>
|
||
<p class="text-gray-600 text-sm">湖南锡矿山63%经济价值资源已消耗（振华股份路演）</p>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<div class="bg-purple-100 rounded-full p-1 mr-3 mt-1">
|
||
<i class="fas fa-globe text-purple-600 text-xs"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium text-gray-800">海外供应中断</h4>
|
||
<p class="text-gray-600 text-sm">缅甸锑矿2024年4月出口仅200吨（正常3000-4000吨）</p>
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-fire text-orange-500 mr-2"></i>
|
||
市场热度与情绪
|
||
</h3>
|
||
<div class="space-y-4">
|
||
<div class="bg-orange-50 rounded-lg p-4">
|
||
<h4 class="font-medium text-gray-800 mb-2">研报密集度</h4>
|
||
<p class="text-gray-600 text-sm">2024Q4-2025Q1，中信建投、申万宏源、国信证券均发布小金属专题，锑/锡/钼为高频词。</p>
|
||
</div>
|
||
<div class="bg-yellow-50 rounded-lg p-4">
|
||
<h4 class="font-medium text-gray-800 mb-2">情绪指标</h4>
|
||
<ul class="text-gray-600 text-sm space-y-1">
|
||
<li>• 锑价：2024年4月现货价9.8万元/吨（接近历史高点11.4万）</li>
|
||
<li>• 库存：上期所锑锭库存仅3000吨（占社会库存30%），隐性库存显性化</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-balance-scale text-indigo-500 mr-2"></i>
|
||
预期差分析
|
||
</h3>
|
||
<div class="space-y-4">
|
||
<div class="bg-indigo-50 rounded-lg p-4">
|
||
<h4 class="font-medium text-gray-800 mb-2">市场共识</h4>
|
||
<p class="text-gray-600 text-sm">锑2024年缺口3%（中信建投），但实际缺口或达36%（修正后供需平衡表）。</p>
|
||
</div>
|
||
<div class="bg-pink-50 rounded-lg p-4">
|
||
<h4 class="font-medium text-gray-800 mb-2">被忽略点</h4>
|
||
<ul class="text-gray-600 text-sm space-y-1">
|
||
<li>• 替代技术：光伏玻璃锌铝硼澄清剂渗透率提升，可能压缩锑需求</li>
|
||
<li>• 走私风险：缅甸走私重现或缓解供应紧张（2024年4月数据被低估）</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关键催化剂与未来发展路径 -->
|
||
<div class="card bg-white rounded-xl shadow-lg mb-8 p-6">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-catalyst text-teal-500 mr-3"></i>
|
||
关键催化剂与未来发展路径
|
||
</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-clock text-blue-500 mr-2"></i>
|
||
近期催化剂（3-6个月）
|
||
</h3>
|
||
<div class="space-y-4">
|
||
<div class="bg-blue-50 rounded-lg p-4 border-l-4 border-blue-500">
|
||
<h4 class="font-medium text-gray-800 mb-2">政策落地</h4>
|
||
<p class="text-gray-600 text-sm">2025年Q2锑出口配额可能收紧（美国国会讨论收储）</p>
|
||
</div>
|
||
<div class="bg-green-50 rounded-lg p-4 border-l-4 border-green-500">
|
||
<h4 class="font-medium text-gray-800 mb-2">价格信号</h4>
|
||
<p class="text-gray-600 text-sm">若锑价突破11万/吨，将触发下游补库+投机需求</p>
|
||
</div>
|
||
<div class="bg-purple-50 rounded-lg p-4 border-l-4 border-purple-500">
|
||
<h4 class="font-medium text-gray-800 mb-2">公司催化</h4>
|
||
<ul class="text-gray-600 text-sm space-y-1">
|
||
<li>• 湖南黄金：塔吉克斯坦项目2025年投产（3000-4000吨增量）</li>
|
||
<li>• 振华股份：铬盐Q2提价两次，新能源涂层需求验证</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-road text-indigo-500 mr-2"></i>
|
||
长期路径（2025-2027）
|
||
</h3>
|
||
<div class="space-y-4">
|
||
<div class="bg-indigo-50 rounded-lg p-4 border-l-4 border-indigo-500">
|
||
<h4 class="font-medium text-gray-800 mb-2">阶段1（2025）</h4>
|
||
<p class="text-gray-600 text-sm">供需缺口扩大至8%，小金属价格中枢上移</p>
|
||
</div>
|
||
<div class="bg-pink-50 rounded-lg p-4 border-l-4 border-pink-500">
|
||
<h4 class="font-medium text-gray-800 mb-2">阶段2（2026-2027）</h4>
|
||
<ul class="text-gray-600 text-sm space-y-1">
|
||
<li>• 技术替代：无锑光伏玻璃技术突破（如苏利股份无卤阻燃剂）</li>
|
||
<li>• 产能释放：安徽金寨锑矿2025年后投产，缓解长期缺口</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司深度剖析 -->
|
||
<div class="card bg-white rounded-xl shadow-lg mb-8 p-6">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-sitemap text-purple-500 mr-3"></i>
|
||
产业链与核心公司深度剖析
|
||
</h2>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">产业链图谱</h3>
|
||
<div class="bg-gradient-to-r from-blue-50 to-purple-50 rounded-xl p-6">
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<div class="text-center">
|
||
<div class="bg-blue-500 text-white rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-3">
|
||
<i class="fas fa-mountain text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-semibold text-gray-800 mb-2">上游</h4>
|
||
<p class="text-gray-600 text-sm">矿山（湖南黄金、华钰矿业）、盐湖（盐湖股份）</p>
|
||
</div>
|
||
<div class="text-center">
|
||
<div class="bg-purple-500 text-white rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-3">
|
||
<i class="fas fa-industry text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-semibold text-gray-800 mb-2">中游</h4>
|
||
<p class="text-gray-600 text-sm">冶炼（振华股份、锡业股份）、化工制品（龙佰集团、三美股份）</p>
|
||
</div>
|
||
<div class="text-center">
|
||
<div class="bg-pink-500 text-white rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-3">
|
||
<i class="fas fa-solar-panel text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-semibold text-gray-800 mb-2">下游</h4>
|
||
<p class="text-gray-600 text-sm">光伏（隆基绿能）、电动车（宁德时代）、军工（北方稀土）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">核心玩家对比</h3>
|
||
<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 text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">资源储量</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">2024产能</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">核心逻辑</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">湖南黄金</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锑储量<strong>12万吨</strong></td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">3.2万吨</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">国企+塔吉克项目增量</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">品位下降，成本上升</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">华钰矿业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锑储量<strong>1.8万吨</strong></td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">4500吨</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">塔吉克项目2025年贡献2000吨</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">海外政治风险</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">振华股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铬盐市占率<strong>60%</strong></td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">24.5万吨</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">新能源涂层需求+提价弹性</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">市场份额优先策略压制利润</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">龙佰集团</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钛矿自给率提升</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">250万吨</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钛白粉涨价+海外反倾销布局马来西亚</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">欧盟反倾销税落地</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-8">
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">验证与证伪</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-green-50 rounded-lg p-4 border-l-4 border-green-500">
|
||
<h4 class="font-medium text-gray-800 mb-2">湖南黄金</h4>
|
||
<p class="text-gray-600 text-sm">2024Q1销量同比+53%，验证新能源需求，但成本端铬铁矿涨价10%（未完全传导）</p>
|
||
</div>
|
||
<div class="bg-yellow-50 rounded-lg p-4 border-l-4 border-yellow-500">
|
||
<h4 class="font-medium text-gray-800 mb-2">振华股份</h4>
|
||
<p class="text-gray-600 text-sm">2024年铬氧化物销量+20%，但毛利率下滑3pct（锁价保量策略）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card bg-white rounded-xl shadow-lg mb-8 p-6">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-red-500 mr-3"></i>
|
||
潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<div class="bg-red-50 rounded-xl p-5 border border-red-100">
|
||
<div class="text-red-600 text-3xl mb-3">
|
||
<i class="fas fa-microchip"></i>
|
||
</div>
|
||
<h3 class="font-semibold text-lg text-gray-800 mb-2">技术风险</h3>
|
||
<ul class="text-gray-700 text-sm space-y-1">
|
||
<li>• 锑电池：中地新能源项目商业化进度慢（能量密度仅为铅酸1.5倍）</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-orange-50 rounded-xl p-5 border border-orange-100">
|
||
<div class="text-orange-600 text-3xl mb-3">
|
||
<i class="fas fa-ban"></i>
|
||
</div>
|
||
<h3 class="font-semibold text-lg text-gray-800 mb-2">政策风险</h3>
|
||
<ul class="text-gray-700 text-sm space-y-1">
|
||
<li>• 出口管制：若美国将锑列入关键矿产清单，中国出口或受限</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-yellow-50 rounded-xl p-5 border border-yellow-100">
|
||
<div class="text-yellow-600 text-3xl mb-3">
|
||
<i class="fas fa-info-circle"></i>
|
||
</div>
|
||
<h3 class="font-semibold text-lg text-gray-800 mb-2">信息矛盾</h3>
|
||
<ul class="text-gray-700 text-sm space-y-1">
|
||
<li>• 缅甸数据：路演称4月出口15吨，但实际金属吨约200吨（单位混淆导致缺口低估）</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card bg-gradient-to-r from-indigo-500 to-purple-600 rounded-xl shadow-lg mb-8 p-6 text-white">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-chart-pie text-yellow-300 mr-3"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3">阶段判断</h3>
|
||
<p class="text-indigo-100">化工元素概念处于"涨价兑现+产能瓶颈"阶段，短期博弈价格弹性，长期看技术替代。</p>
|
||
</div>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-6">
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3">投资方向</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-white bg-opacity-20 rounded-lg p-3">
|
||
<h4 class="font-medium text-yellow-300 mb-1">高弹性</h4>
|
||
<p class="text-sm text-indigo-100">锑（湖南黄金）、铬盐（振华股份）——供需缺口最确定</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-20 rounded-lg p-3">
|
||
<h4 class="font-medium text-yellow-300 mb-1">防御性</h4>
|
||
<p class="text-sm text-indigo-100">钛白粉（龙佰集团）——海外反倾销+成本支撑</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3">跟踪指标</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-white bg-opacity-20 rounded-lg p-3">
|
||
<h4 class="font-medium text-yellow-300 mb-1">锑价</h4>
|
||
<p class="text-sm text-indigo-100">突破11万/吨触发主升浪</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-20 rounded-lg p-3">
|
||
<h4 class="font-medium text-yellow-300 mb-1">库存</h4>
|
||
<p class="text-sm text-indigo-100">上期所锑锭库存降至2000吨以下</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-20 rounded-lg p-3">
|
||
<h4 class="font-medium text-yellow-300 mb-1">技术替代</h4>
|
||
<p class="text-sm text-indigo-100">光伏玻璃无锑配方渗透率（当前<5%）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据表格 -->
|
||
<div class="card bg-white rounded-xl shadow-lg p-6">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-table text-blue-500 mr-3"></i>
|
||
关联股票数据
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<div class="tabs">
|
||
<div class="tab-linetab tab-bordered">
|
||
<a class="tab tab-active" onclick="switchTab(event, 'tab1')">化工有色元素周期表(240407)</a>
|
||
<a class="tab" onclick="switchTab(event, 'tab2')">化工（240425）</a>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div id="tab1" class="tab-content">
|
||
<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 text-xs font-medium text-gray-500 uppercase tracking-wider">股票</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">行业</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">项目</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">分类</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">天齐锂业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锂电池</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">盐湖提锂</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">新能源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锂资源需求增长，新能源汽车产业链景气度提升</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">赣锋锂业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锂电池</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">盐湖提锂</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">新能源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锂资源龙头，受益于电池技术升级和储能需求爆发</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">盐湖股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">盐湖提锂</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钾肥生产</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">基础化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">坐拥盐湖资源，锂钾协同效应显著</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">盛新锂能</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锂电池</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锂矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">新能源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锂资源垂直整合，新能源材料需求激增</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">雅化集团</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">民爆器材</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锂盐生产</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">新能源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">民爆+锂业双轮驱动，锂盐产能扩张</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">西藏矿业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锂矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">盐湖提锂</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">西藏盐湖资源开发，锂价上涨周期受益</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">西藏珠峰</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锂矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">盐湖开发</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">南美盐湖项目推进，资源自主可控</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">西藏城投</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">盐湖提锂</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">碳酸锂生产</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">新材料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">西藏盐湖资源开发，新能源材料布局</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">藏格矿业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">盐湖提锂</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钾肥生产</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">基础化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">盐湖锂钾资源一体化开发</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">陕西煤业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">煤炭开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">煤化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">能源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">煤炭价格高位震荡，能源安全战略支撑</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">中国神华</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">煤炭开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">煤电一体化</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">能源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">煤电龙头，能源保供政策利好</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">兖矿能源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">煤炭开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">煤化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">能源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">煤炭+化工双主业，业绩弹性大</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">中煤能源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">煤炭开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">煤电联动</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">能源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">煤炭产能释放，煤电协同效应</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">晋控电力</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">火力发电</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">煤电一体化</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">能源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">煤电联动政策受益，电力保供需求</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">露天煤业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">煤炭开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">露天矿</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">能源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">露天开采成本优势，煤炭需求回暖</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">山煤国际</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">煤炭开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">煤炭贸易</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">能源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">煤炭贸易网络完善，价格弹性大</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">兰花科创</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">煤炭开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">煤化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">能源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">无烟煤龙头，煤化工延伸产业链</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">潞安环能</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">煤炭开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">喷吹煤</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">能源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">喷吹煤价格弹性，钢铁行业复苏</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">平煤股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">煤炭开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">焦煤生产</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">能源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">焦煤价格回升，钢铁产业链复苏</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">金能科技</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">煤化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">焦炭生产</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">基础化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">焦炭价格上涨，煤化工一体化优势</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">陕西黑猫</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">煤化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">焦炭生产</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">基础化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">焦炭价格弹性，产能扩张</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">美锦能源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">煤化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">氢能</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">新能源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">焦炭+氢能双轮驱动，新能源概念加持</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">阳泉煤业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">煤炭开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">无烟煤</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">能源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">无烟煤龙头，价格弹性大</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">山西焦煤</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">煤炭开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">焦煤生产</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">能源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">焦煤价格回升，行业集中度提升</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">盘江股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">煤炭开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">煤电一体化</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">能源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">西南地区煤电龙头，区域垄断优势</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">辽宁能源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">煤炭开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">煤电联动</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">能源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">煤电一体化，东北能源基地</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">昊华能源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">煤炭开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">煤炭贸易</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">能源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">煤炭贸易网络完善，价格弹性</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">巨化股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">氟化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">制冷剂</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">基础化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">氟化工龙头，制冷剂价格回升</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">永太科技</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">氟化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锂电材料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">新能源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">氟化工+锂电材料双主业</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">三美股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">氟化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">制冷剂</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">基础化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">制冷剂价格上涨，氟化工景气度提升</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">昊华科技</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">氟化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">特种气体</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">新材料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">氟化工+电子气体双轮驱动</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">联创股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">氟化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锂电材料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">新能源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">氟化工转型锂电材料</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">中盐化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">盐化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">金属钠</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">基础化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">盐化工龙头，金属钠产能领先</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">北方铜业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铜冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铜矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铜价上涨周期，资源自主可控</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">百合花</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">颜料制造</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有机颜料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工材料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">颜料行业龙头，环保政策利好</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">宝钛股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钛冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钛材加工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钛材龙头，军工航空需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">中国铝业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铝冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铝矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铝价上涨周期，资源自主可控</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">神火股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铝冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">电解铝</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">电解铝产能释放，铝价弹性大</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">明泰铝业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铝加工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铝板带箔</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铝加工龙头，新能源汽车轻量化</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">天山铝业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铝冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">电解铝</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">电解铝产能释放，成本优势显著</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">新疆众和</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铝冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">高纯铝</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">高纯铝龙头，电子材料需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">焦作万方</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铝冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">电解铝</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">电解铝产能释放，铝价弹性</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">闽发铝业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铝加工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铝型材</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铝型材龙头，建筑+工业双轮驱动</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">华峰铝业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铝加工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铝箔</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铝箔龙头，新能源汽车电池需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">云铝股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铝冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">电解铝</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">电解铝产能释放，水电铝优势</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">南山铝业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铝加工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铝型材</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铝加工龙头，航空材料突破</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">常铝股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铝加工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铝箔</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铝箔产能扩张，新能源汽车需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">合盛硅业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">硅冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">工业硅</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">工业硅龙头，光伏产业链需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">东方硅业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">硅冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">多晶硅</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">新能源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">多晶硅产能扩张，光伏行业高景气</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">新安股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">硅化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有机硅</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">基础化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有机硅龙头，新材料需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">兴发集团</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷酸铁</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">新能源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工转型新能源材料</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">三友化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">硅化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有机硅</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">基础化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有机硅产能扩张，新材料需求</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">三孚股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">硅化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">三氯氢硅</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">基础化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">三氯氢硅龙头，光伏材料需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">新洋丰</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷肥</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷酸铁</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">新能源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷肥转型新能源材料</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">川发龙蟒</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷酸铁</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">新能源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工转型新能源材料</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">云天化</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷肥</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷酸铁</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">新能源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷肥龙头转型新能源材料</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">司尔特</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷肥</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷酸铁</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">新能源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷肥转型新能源材料</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">川恒股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷酸铁</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">新能源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工转型新能源材料</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">云图控股</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷肥</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷酸铁</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">新能源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷肥转型新能源材料</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">亚钾国际</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钾肥</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钾矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">农业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钾肥价格上涨，资源自主可控</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">东方铁塔</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钾肥</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钾矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">农业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钾肥价格上涨，资源自主可控</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">鞍钢股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钢铁</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钒钛</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钒钛资源，钢铁行业复苏</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">安宁股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钒钛</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钛精矿</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钒钛资源，钢铁产业链复苏</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">龙佰集团</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钛白粉</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钛矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钛白粉龙头，资源自主可控</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">中核钛白</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钛白粉</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钛矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钛白粉龙头，资源自主可控</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">金浦钛业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钛白粉</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钛矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钛白粉产能扩张，资源自主可控</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">安纳达</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钛白粉</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钛矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钛白粉产能扩张，资源自主可控</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">攀钢钒钛</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钒钛</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钒钛生产</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钒钛资源，钢铁产业链复苏</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">西藏矿业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铬矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铬铁合金</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铬资源自主可控，不锈钢需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">振华股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铬化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铬盐生产</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">基础化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铬化工龙头，环保政策利好</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">红星发展</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锰矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锰盐生产</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锰资源自主可控，电池材料需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">湘潭电化</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锰矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锰盐生产</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锰资源自主可控，电池材料需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">大中矿业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铁矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铁精粉</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">黑色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铁矿资源自主可控，钢铁行业复苏</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">海南矿业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铁矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铁精粉</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">黑色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铁矿资源自主可控，钢铁行业复苏</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">金岭矿业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铁矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铁精粉</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">黑色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铁矿资源自主可控，钢铁行业复苏</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">河钢资源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铁矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铁精粉</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">黑色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铁矿资源自主可控，钢铁行业复苏</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">兴业银锡</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锡冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锡矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锡价上涨周期，资源自主可控</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">华友钴业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钴冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钴矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钴价上涨周期，新能源电池需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">洛阳钼业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钴冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钴矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钴价上涨周期，资源自主可控</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">寒锐钴业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钴冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钴矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钴价上涨周期，新能源电池需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">盛屯矿业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钴冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钴矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钴价上涨周期，资源自主可控</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">格林美</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钴冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">再生钴</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">再生钴龙头，新能源电池回收</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">道氏技术</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钴冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钴盐生产</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钴盐龙头，新能源电池材料</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">鹏欣资源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钴冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钴矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钴价上涨周期，资源自主可控</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">盛屯矿业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">镍冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">镍矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">镍价上涨周期，新能源电池需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">华友钴业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">镍冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">镍矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">镍价上涨周期，新能源电池需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">格林美</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">镍冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">再生镍</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">再生镍龙头，新能源电池回收</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">合纵科技</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">镍冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">镍矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">镍价上涨周期，新能源电池需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">紫金矿业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铜冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铜矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铜价上涨周期，资源自主可控</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">江西铜业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铜冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铜矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铜价上涨周期，资源自主可控</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">云南铜业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铜冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铜矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铜价上涨周期，资源自主可控</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">铜陵有色</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铜冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铜矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铜价上涨周期，资源自主可控</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">西部矿业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铜冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铜矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铜价上涨周期，资源自主可控</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">锌业股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锌冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锌矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锌价上涨周期，资源自主可控</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">驰宏锌锗</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锌冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锌矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锌价上涨周期，资源自主可控</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">兴业银锡</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锌冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锌矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锌价上涨周期，资源自主可控</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">云路股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">金属材料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">纳米晶带材</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">新材料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">高端金属材料，新能源需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">东方锆业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锆冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锆矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锆价上涨周期，核电需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">三祥新材</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锆冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锆矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锆价上涨周期，核电需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">洛阳钼业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钼冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钼矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钼价上涨周期，军工需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">金钼股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钼冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钼矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钼价上涨周期，军工需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">贵研铂业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">贵金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铂族金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">贵金属价格上涨，工业催化剂需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">银泰黄金</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">贵金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">金矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">贵金属价格上涨，避险需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">盛达资源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">贵金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">银矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">贵金属价格上涨，避险需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">株冶集团</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铟冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铟回收</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">稀有金属，半导体材料需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">锡业股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铟冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铟回收</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">稀有金属，半导体材料需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">锌业股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铟冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铟回收</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">稀有金属，半导体材料需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">湖南黄金</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锑冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锑矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">稀有金属，军工材料需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">华钰冶金</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锑冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">锑矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">稀有金属，军工材料需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">东方钽业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钽冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钽矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">稀有金属，军工材料需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">厦门钨业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钨冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钨矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">稀有金属，硬质合金需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">中钨高新</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钨冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">硬质合金</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">稀有金属，硬质合金需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">章源钨业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钨冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钨矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">稀有金属，硬质合金需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">紫金矿业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">贵金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">金矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">贵金属价格上涨，避险需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">中金黄金</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">贵金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">金矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">贵金属价格上涨，避险需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">山东黄金</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">贵金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">金矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">贵金属价格上涨，避险需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">赤峰黄金</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">贵金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">金矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">贵金属价格上涨，避险需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">湖南黄金</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">贵金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">金矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">贵金属价格上涨，避险需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">恒邦股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">贵金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">金矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">贵金属价格上涨，避险需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">豫光金铅</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铅冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铅矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铅价上涨周期，蓄电池需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">中金岭南</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铅冶炼</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铅矿开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">铅价上涨周期，蓄电池需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">中国稀土</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">稀土</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">稀土开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">稀土价格上涨，高科技产业需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">北方稀土</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">稀土</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">稀土开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">稀土价格上涨，高科技产业需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">盛和资源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">稀土</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">稀土开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">稀土价格上涨，高科技产业需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">广晟有色</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">稀土</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">稀土开采</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">稀土价格上涨，高科技产业需求增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">厦门钨业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">稀土</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">稀土加工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">有色金属</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">稀土价格上涨，高科技产业需求增长</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div id="tab2" class="tab-content hidden">
|
||
<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 text-xs font-medium text-gray-500 uppercase tracking-wider">股票</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">行业</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">分类</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">鲁北化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钛白粉</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">今年涨价3次，钛矿稀缺，海外需求旺盛</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">惠云钛业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钛白粉</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">今年涨价3次，钛矿稀缺，海外需求旺盛</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">安纳达</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钛白粉</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">今年涨价3次，钛矿稀缺，海外需求旺盛</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">金浦钛业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钛白粉</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">今年涨价3次，钛矿稀缺，海外需求旺盛</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">天原股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钛白粉</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">今年涨价3次，钛矿稀缺，海外需求旺盛</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">中核钛白</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钛白粉</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">今年涨价3次，钛矿稀缺，海外需求旺盛</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">ST鼎龙</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钛白粉</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">今年涨价3次，钛矿稀缺，海外需求旺盛</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">钒钛股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钛白粉</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">今年涨价3次，钛矿稀缺，海外需求旺盛</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">东华科技</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钛白粉</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">今年涨价3次，钛矿稀缺，海外需求旺盛</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">安宁股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钛白粉</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">今年涨价3次，钛矿稀缺，海外需求旺盛</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">振华股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钛白粉</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">今年涨价3次，钛矿稀缺，海外需求旺盛</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">坤彩科技</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钛白粉</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">今年涨价3次，钛矿稀缺，海外需求旺盛</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">龙佰集团</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钛白粉</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">今年涨价3次，钛矿稀缺，海外需求旺盛</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">国城矿业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">钛白粉</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">今年涨价3次，钛矿稀缺，海外需求旺盛</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">亚邦股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">染料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">分散染料有望量价齐升</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">世龙实业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">染料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">分散染料有望量价齐升</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">建新股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">染料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">分散染料有望量价齐升</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">美联新材</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">染料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">分散染料有望量价齐升</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">联合化学</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">染料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">分散染料有望量价齐升</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">七彩化学</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">染料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">分散染料有望量价齐升</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">安诺其</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">染料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">分散染料有望量价齐升</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">善水科技</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">染料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">分散染料有望量价齐升</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">蓝丰生化</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">染料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">分散染料有望量价齐升</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">海翔药业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">染料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">分散染料有望量价齐升</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">万丰股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">染料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">分散染料有望量价齐升</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">雅运股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">染料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">分散染料有望量价齐升</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">吉华集团</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">染料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">分散染料有望量价齐升</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">双乐股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">染料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">分散染料有望量价齐升</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">鼎龙科技</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">染料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">分散染料有望量价齐升</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">福莱蒽特</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">染料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">分散染料有望量价齐升</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">润土股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">染料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">分散染料有望量价齐升</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">浙江龙盛</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">染料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">分散染料有望量价齐升</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">锦鸡股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">染料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">分散染料有望量价齐升</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">鲁北化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">中短期来看，价格及利润有望向上修复</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">六国化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">中短期来看，价格及利润有望向上修复</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">安纳达</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">中短期来看，价格及利润有望向上修复</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">金浦钛业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">中短期来看，价格及利润有望向上修复</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">川金诺</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">中短期来看，价格及利润有望向上修复</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">辉隆股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">中短期来看，价格及利润有望向上修复</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">泰和科技</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">中短期来看，价格及利润有望向上修复</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">天原股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">中短期来看，价格及利润有望向上修复</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">中核钛白</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">中短期来看，价格及利润有望向上修复</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">新安股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">中短期来看，价格及利润有望向上修复</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">湖北宜化</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">中短期来看，价格及利润有望向上修复</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">川恒股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">中短期来看，价格及利润有望向上修复</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">川发龙蟒</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">中短期来看，价格及利润有望向上修复</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">晨化股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">中短期来看，价格及利润有望向上修复</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">恒光股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">中短期来看，价格及利润有望向上修复</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">和邦生物</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">中短期来看，价格及利润有望向上修复</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">云图控股</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">中短期来看，价格及利润有望向上修复</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">清水源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">中短期来看，价格及利润有望向上修复</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">粤桂股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">中短期来看，价格及利润有望向上修复</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">合纵科技</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">中短期来看，价格及利润有望向上修复</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">司尔特</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">中短期来看，价格及利润有望向上修复</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">四川美丰</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">中短期来看，价格及利润有望向上修复</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">川能动力</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">中短期来看，价格及利润有望向上修复</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">鲁西化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">中短期来看，价格及利润有望向上修复</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">万盛股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">中短期来看，价格及利润有望向上修复</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">新化股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">中短期来看，价格及利润有望向上修复</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">芭田股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">中短期来看，价格及利润有望向上修复</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">雅克科技</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">中短期来看，价格及利润有望向上修复</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">新洋丰</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">中短期来看，价格及利润有望向上修复</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">兴发集团</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">磷化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">中短期来看，价格及利润有望向上修复</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">常山药业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">化工 |