667 lines
35 KiB
HTML
667 lines
35 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>有机硅供需政策行业洞察报告</title>
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<!-- Font Awesome Icons -->
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- CSS Files -->
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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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<style>
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font-family: 'Inter', sans-serif;
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background: linear-gradient(135deg, #f5f7fa 0%, #c3cfe2 100%);
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min-height: 100vh;
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}
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.card {
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backdrop-filter: blur(10px);
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background-color: rgba(255, 255, 255, 0.85);
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box-shadow: 0 8px 32px 0 rgba(31, 38, 135, 0.15);
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border: 1px solid rgba(255, 255, 255, 0.18);
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background-color: #3b82f6;
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position: absolute;
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bottom: 0;
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transform: translateX(-50%);
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.table-responsive {
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overflow-x: visible;
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}
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@media (max-width: 768px) {
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.timeline-line {
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left: 20px;
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left: 20px;
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}
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#vanta-bg {
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position: fixed;
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top: 0;
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left: 0;
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width: 100%;
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height: 100%;
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z-index: -1;
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}
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</style>
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</head>
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<body>
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<div id="vanta-bg"></div>
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- 标题区域 -->
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<div class="card rounded-2xl p-6 mb-8">
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<div class="flex flex-col md:flex-row items-center justify-between">
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<div>
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<h1 class="text-3xl md:text-4xl font-bold text-gray-800 mb-2">有机硅供需政策行业洞察</h1>
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<p class="text-gray-600">深度解析有机硅行业供需格局变化与投资机会</p>
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</div>
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<div class="mt-4 md:mt-0">
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<span class="bg-blue-100 text-blue-800 text-sm font-medium px-3 py-1 rounded-full">2025年3月更新</span>
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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 rounded-2xl p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-calendar-alt text-blue-500 mr-3"></i>概念事件
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</h2>
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<div class="bg-blue-50 rounded-xl p-4 mb-4">
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<p class="text-gray-700 mb-2"><strong>背景：</strong>有机硅（DMC）行业自2022年起进入<strong>深度亏损周期</strong>，价格从2021年高点<strong>6万元/吨</strong>跌至2025年2月<strong>1.28万元/吨</strong>（历史底部），全行业亏损。</p>
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</div>
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<h3 class="text-xl font-semibold text-gray-800 mb-3">催化事件</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mb-6">
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<div class="bg-white rounded-xl p-4 border-l-4 border-blue-500 shadow-sm">
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<div class="flex items-center mb-2">
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<div class="bg-blue-100 p-2 rounded-full mr-3">
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<i class="fas fa-chart-line text-blue-600"></i>
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</div>
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<h4 class="font-semibold text-gray-800">2025年2月</h4>
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</div>
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<p class="text-gray-600 text-sm">行业联合减产20%（开源化工），价格触底反弹至<strong>1.4万元/吨</strong>（+500-800元/吨）</p>
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</div>
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<div class="bg-white rounded-xl p-4 border-l-4 border-red-500 shadow-sm">
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<div class="flex items-center mb-2">
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<div class="bg-red-100 p-2 rounded-full mr-3">
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<i class="fas fa-fire text-red-600"></i>
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</div>
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<h4 class="font-semibold text-gray-800">2025年7月</h4>
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</div>
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<p class="text-gray-600 text-sm">山东东岳硅材火灾（占行业产能10.4%），叠加海外陶氏英国工厂关停，供给端再受冲击</p>
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</div>
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<div class="bg-white rounded-xl p-4 border-l-4 border-green-500 shadow-sm">
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<div class="flex items-center mb-2">
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<div class="bg-green-100 p-2 rounded-full mr-3">
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<i class="fas fa-file-contract text-green-600"></i>
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</div>
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<h4 class="font-semibold text-gray-800">政策端</h4>
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</div>
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<p class="text-gray-600 text-sm">2024年《精细化工产业创新发展实施方案》明确淘汰落后有机硅产能，2025年新增产能仅<strong>10万吨</strong>（兴发集团）</p>
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</div>
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</div>
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<h3 class="text-xl font-semibold text-gray-800 mb-3">时间轴</h3>
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<div class="relative pl-8 md:pl-1/2">
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<div class="timeline-line hidden md:block"></div>
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<div class="mb-6 relative">
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<div class="timeline-dot hidden md:block"></div>
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<div class="bg-white rounded-xl p-4 shadow-sm">
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<div class="flex items-center mb-2">
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<span class="bg-gray-200 text-gray-800 text-xs font-medium px-2 py-1 rounded mr-2">2022-2024</span>
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<h4 class="font-semibold text-gray-800">产能大扩张</h4>
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</div>
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<p class="text-gray-600 text-sm">年均新增50-70万吨，需求增速（光伏+新能源车）消化产能</p>
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</div>
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</div>
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<div class="mb-6 relative">
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<div class="timeline-dot hidden md:block"></div>
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<div class="bg-white rounded-xl p-4 shadow-sm">
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<div class="flex items-center mb-2">
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<span class="bg-blue-200 text-blue-800 text-xs font-medium px-2 py-1 rounded mr-2">2025Q1</span>
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<h4 class="font-semibold text-gray-800">减产挺价+事故扰动</h4>
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</div>
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<p class="text-gray-600 text-sm">价格反弹至<strong>1.45万元/吨</strong></p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot hidden md:block"></div>
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<div class="bg-white rounded-xl p-4 shadow-sm">
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<div class="flex items-center mb-2">
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<span class="bg-green-200 text-green-800 text-xs font-medium px-2 py-1 rounded mr-2">2025H2</span>
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<h4 class="font-semibold text-gray-800">供需缺口或现</h4>
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</div>
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<p class="text-gray-600 text-sm">需求增速10%+ vs 供给零增长</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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<!-- 核心观点摘要 -->
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<div class="card rounded-2xl p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-lightbulb text-yellow-500 mr-3"></i>核心观点摘要
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</h2>
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<div class="bg-gradient-to-r from-blue-50 to-indigo-50 rounded-xl p-6">
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<p class="text-gray-800 text-lg leading-relaxed">
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有机硅行业正处于<strong>"产能周期尾声+需求结构升级"</strong>的拐点，<strong>2025年供给零增长</strong>与<strong>新能源需求爆发</strong>形成剪刀差，价格弹性极大。当前处于<strong>基本面驱动早期</strong>，龙头公司（合盛、东岳）的盈利修复确定性高。
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</p>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="card rounded-2xl p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-brain text-purple-500 mr-3"></i>核心逻辑与市场认知分析
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</h2>
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<h3 class="text-xl font-semibold text-gray-800 mb-3">核心驱动力</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-6">
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<div class="bg-white rounded-xl p-5 shadow-sm">
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<div class="flex items-center mb-3">
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<div class="bg-red-100 p-3 rounded-lg mr-4">
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<i class="fas fa-industry text-red-600 text-xl"></i>
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</div>
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<h4 class="font-semibold text-gray-800 text-lg">供给端硬约束</h4>
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</div>
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<ul class="space-y-2 text-gray-600">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
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<span>2025年新增产能仅<strong>10万吨</strong>（vs 2024年72万吨）</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
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<span>海外产能退出（陶氏英国14.5万吨、韩国KCC美国22万吨）</span>
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</li>
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</ul>
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</div>
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<div class="bg-white rounded-xl p-5 shadow-sm">
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<div class="flex items-center mb-3">
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<div class="bg-green-100 p-3 rounded-lg mr-4">
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<i class="fas fa-rocket text-green-600 text-xl"></i>
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</div>
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<h4 class="font-semibold text-gray-800 text-lg">需求端结构性爆发</h4>
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</div>
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<ul class="space-y-2 text-gray-600">
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<li class="flex items-start">
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<i class="fas fa-solar-panel text-yellow-500 mt-1 mr-2"></i>
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<span><strong>光伏</strong>：每GW需1200-1500吨DMC，2025年全球装机或超<strong>600GW</strong></span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-car text-blue-500 mt-1 mr-2"></i>
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<span><strong>新能源车</strong>：单车用量20kg（燃油车3倍），2025年全球销量或达<strong>2000万辆</strong></span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-globe text-purple-500 mt-1 mr-2"></i>
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<span><strong>出口</strong>：2024年出口<strong>55万吨</strong>（+30%），替代海外高成本产能</span>
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</li>
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</ul>
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</div>
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</div>
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<h3 class="text-xl font-semibold text-gray-800 mb-3">市场热度与情绪</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4 mb-6">
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<div class="bg-white rounded-xl p-4 shadow-sm">
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<div class="flex items-center mb-2">
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<i class="fas fa-newspaper text-blue-500 mr-2"></i>
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<h4 class="font-semibold text-gray-800">研报密集度</h4>
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</div>
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<p class="text-gray-600">2025年2-3月<strong>8篇头部券商报告</strong>同步看多（开源、中金、华创）</p>
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</div>
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<div class="bg-white rounded-xl p-4 shadow-sm">
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<div class="flex items-center mb-2">
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<i class="fas fa-chart-bar text-green-500 mr-2"></i>
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<h4 class="font-semibold text-gray-800">情绪指标</h4>
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</div>
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<p class="text-gray-600">行业库存降至<strong>43%分位</strong>（华创数据），企业联合挺价意愿强烈</p>
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</div>
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</div>
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<h3 class="text-xl font-semibold text-gray-800 mb-3">预期差分析</h3>
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<div class="bg-yellow-50 rounded-xl p-5 border-l-4 border-yellow-500">
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<div class="mb-3">
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<h4 class="font-semibold text-gray-800 mb-1">市场共识</h4>
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<p class="text-gray-600">认为涨价仅是"减产挺价"的短期行为</p>
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</div>
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<div>
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<h4 class="font-semibold text-gray-800 mb-1">忽略的关键点</h4>
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<ul class="space-y-2 text-gray-600">
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<li class="flex items-start">
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<i class="fas fa-exclamation-circle text-yellow-500 mt-1 mr-2"></i>
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<span><strong>海外产能不可逆退出</strong>：陶氏英国工厂永久关停，欧洲仅剩<strong>10万吨</strong>产能</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-exclamation-circle text-yellow-500 mt-1 mr-2"></i>
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<span><strong>需求测算低估</strong>：光伏+新能源车需求占比已超<strong>50%</strong>，但券商模型仍按传统建筑需求线性外推</span>
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</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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<!-- 关键催化剂与未来发展路径 -->
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<div class="card rounded-2xl p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-catalyst text-indigo-500 mr-3"></i>关键催化剂与未来发展路径
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</h2>
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<h3 class="text-xl font-semibold text-gray-800 mb-3">近期催化剂（3-6个月）</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4 mb-6">
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<div class="bg-white rounded-xl p-5 shadow-sm border-l-4 border-blue-500">
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<div class="flex items-center mb-3">
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<div class="bg-blue-100 p-2 rounded-full mr-3">
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<i class="fas fa-warehouse text-blue-600"></i>
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</div>
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<h4 class="font-semibold text-gray-800">Q2旺季补库</h4>
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</div>
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<p class="text-gray-600">光伏组件排产提升（3月环比+20%），DMC价格或突破<strong>1.6万元/吨</strong>（盈亏平衡点）</p>
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</div>
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<div class="bg-white rounded-xl p-5 shadow-sm border-l-4 border-green-500">
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<div class="flex items-center mb-3">
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<div class="bg-green-100 p-2 rounded-full mr-3">
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<i class="fas fa-clipboard-list text-green-600"></i>
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</div>
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<h4 class="font-semibold text-gray-800">政策落地</h4>
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</div>
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<p class="text-gray-600">2025年《节能降碳行动方案》细则出台，<strong>能效不达标产能强制退出</strong></p>
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</div>
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</div>
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<h3 class="text-xl font-semibold text-gray-800 mb-3">长期路径</h3>
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<div class="bg-gradient-to-r from-indigo-50 to-purple-50 rounded-xl p-5">
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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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<div class="flex items-center mb-2">
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<span class="bg-indigo-200 text-indigo-800 text-sm font-medium px-2 py-1 rounded mr-2">2025-2026</span>
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<h4 class="font-semibold text-gray-800">供需缺口扩大</h4>
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</div>
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<p class="text-gray-600">需求<strong>300万吨</strong> vs 供给<strong>280万吨</strong>，价格中枢抬升至<strong>2万+元/吨</strong></p>
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</div>
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<div>
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<div class="flex items-center mb-2">
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<span class="bg-purple-200 text-purple-800 text-sm font-medium px-2 py-1 rounded mr-2">2027+</span>
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<h4 class="font-semibold text-gray-800">技术升级+出口替代</h4>
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</div>
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<p class="text-gray-600">高纯度DMC技术升级，龙头市占率提升至<strong>50%+</strong>（当前合盛仅30%）</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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<!-- 产业链与核心公司深度剖析 -->
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<div class="card rounded-2xl p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-sitemap text-teal-500 mr-3"></i>产业链与核心公司深度剖析
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</h2>
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<h3 class="text-xl font-semibold text-gray-800 mb-3">产业链图谱</h3>
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<div class="bg-white rounded-xl p-5 shadow-sm mb-6">
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<div class="flex flex-col md:flex-row justify-between items-center">
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<div class="text-center mb-4 md:mb-0">
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<div class="bg-gray-100 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
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<i class="fas fa-mountain text-gray-600 text-xl"></i>
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</div>
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<h4 class="font-semibold text-gray-800">上游</h4>
|
||
<p class="text-gray-600 text-sm">工业硅（合盛自供成本<strong>低3000元/吨</strong>）、氯甲烷（新安副产优势）</p>
|
||
</div>
|
||
|
||
<div class="hidden md:block text-gray-400">
|
||
<i class="fas fa-arrow-right text-2xl"></i>
|
||
</div>
|
||
|
||
<div class="text-center mb-4 md:mb-0">
|
||
<div class="bg-blue-100 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
|
||
<i class="fas fa-flask text-blue-600 text-xl"></i>
|
||
</div>
|
||
<h4 class="font-semibold text-gray-800">中游</h4>
|
||
<p class="text-gray-600 text-sm">DMC单体（CR5=60%）</p>
|
||
</div>
|
||
|
||
<div class="hidden md:block text-gray-400">
|
||
<i class="fas fa-arrow-right text-2xl"></i>
|
||
</div>
|
||
|
||
<div class="text-center">
|
||
<div class="bg-green-100 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
|
||
<i class="fas fa-cogs text-green-600 text-xl"></i>
|
||
</div>
|
||
<h4 class="font-semibold text-gray-800">下游</h4>
|
||
<p class="text-gray-600 text-sm">硅橡胶（光伏密封胶）、硅油（新能源车导热）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-3">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white rounded-xl overflow-hidden">
|
||
<thead class="bg-gray-50">
|
||
<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">产能（万吨）</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">弹性</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">东岳硅材</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">35（最纯）</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">价格每涨1000元，EPS+0.2元</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">火灾后复产进度不及预期</td>
|
||
</tr>
|
||
<tr>
|
||
<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-500">88（龙头）</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">全产业链成本优势</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">工业硅价格波动</td>
|
||
</tr>
|
||
<tr>
|
||
<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-500">25（深加工）</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">草甘膦协同盈利</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">地产需求拖累</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-3 mt-6">验证与证伪</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-green-50 rounded-xl p-4 border-l-4 border-green-500">
|
||
<h4 class="font-semibold text-gray-800 mb-2">数据印证</h4>
|
||
<p class="text-gray-600">2025年1-2月出口<strong>5.5万吨</strong>（同比+40%），验证海外替代逻辑</p>
|
||
</div>
|
||
|
||
<div class="bg-red-50 rounded-xl p-4 border-l-4 border-red-500">
|
||
<h4 class="font-semibold text-gray-800 mb-2">矛盾点</h4>
|
||
<p class="text-gray-600">华创称"2025年无新增产能"，但路演中提及<strong>新疆某企业拟新建20万吨</strong>（需跟踪环评进度）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card rounded-2xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-4 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="overflow-x-auto">
|
||
<table class="min-w-full bg-white rounded-xl overflow-hidden">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险类型</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">具体表现</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">技术风险</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">高纯度DMC技术仍依赖进口设备（德国瓦克），国产化进度可能低于预期</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">商业化风险</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">光伏胶认证周期长（6-12个月），若新能源车渗透率放缓，需求或不及预期</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">政策风险</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">若出口退税率下调（当前13%），可能削弱中国DMC价格优势</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">信息矛盾</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">路演专家提及"2025年需求增速10%+"，但部分券商模型仅假设<strong>5%</strong>（需验证光伏装机数据）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card rounded-2xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-chart-line text-green-500 mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-3">阶段判断</h3>
|
||
<div class="bg-gradient-to-r from-green-50 to-teal-50 rounded-xl p-5 mb-6">
|
||
<p class="text-gray-800">
|
||
从<strong>主题炒作</strong>（2021年6万泡沫）进入<strong>基本面驱动</strong>（2025年供需缺口），<strong>龙头公司盈利弹性>价格弹性</strong>
|
||
</p>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-3">投资方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mb-6">
|
||
<div class="bg-white rounded-xl p-5 shadow-sm border-t-4 border-blue-500">
|
||
<div class="flex items-center mb-3">
|
||
<div class="bg-blue-100 p-2 rounded-full mr-3">
|
||
<i class="fas fa-star text-blue-600"></i>
|
||
</div>
|
||
<h4 class="font-semibold text-gray-800">最纯标的</h4>
|
||
</div>
|
||
<p class="text-gray-600"><strong>东岳硅材</strong>（产能35万吨，价格每涨1000元利润增厚<strong>2.7亿元</strong>）</p>
|
||
</div>
|
||
|
||
<div class="bg-white rounded-xl p-5 shadow-sm border-t-4 border-green-500">
|
||
<div class="flex items-center mb-3">
|
||
<div class="bg-green-100 p-2 rounded-full mr-3">
|
||
<i class="fas fa-crown text-green-600"></i>
|
||
</div>
|
||
<h4 class="font-semibold text-gray-800">一体化龙头</h4>
|
||
</div>
|
||
<p class="text-gray-600"><strong>合盛硅业</strong>（成本护城河+工业硅自给）</p>
|
||
</div>
|
||
|
||
<div class="bg-white rounded-xl p-5 shadow-sm border-t-4 border-purple-500">
|
||
<div class="flex items-center mb-3">
|
||
<div class="bg-purple-100 p-2 rounded-full mr-3">
|
||
<i class="fas fa-seedling text-purple-600"></i>
|
||
</div>
|
||
<h4 class="font-semibold text-gray-800">细分赛道</h4>
|
||
</div>
|
||
<p class="text-gray-600"><strong>硅宝科技</strong>（光伏胶认证通过，2025年需求或翻倍）</p>
|
||
</div>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-3">跟踪指标</h3>
|
||
<div class="bg-gray-50 rounded-xl p-5">
|
||
<ul class="space-y-2">
|
||
<li class="flex items-center">
|
||
<i class="fas fa-check-circle text-green-500 mr-2"></i>
|
||
<span class="text-gray-700"><strong>月度出口数据</strong>（验证海外替代持续性）</span>
|
||
</li>
|
||
<li class="flex items-center">
|
||
<i class="fas fa-check-circle text-green-500 mr-2"></i>
|
||
<span class="text-gray-700"><strong>光伏组件排产</strong>（3-4月旺季关键）</span>
|
||
</li>
|
||
<li class="flex items-center">
|
||
<i class="fas fa-check-circle text-green-500 mr-2"></i>
|
||
<span class="text-gray-700"><strong>新疆新产能环评进度</strong>（潜在供给扰动）</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<div class="card rounded-2xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-table text-indigo-500 mr-3"></i>关联股票
|
||
</h2>
|
||
|
||
<div id="stock-tables" class="space-y-8">
|
||
<!-- 表格将通过JavaScript动态生成 -->
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<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>
|
||
<script>
|
||
// 初始化Vanta.js背景效果
|
||
VANTA.WAVES({
|
||
el: "#vanta-bg",
|
||
mouseControls: true,
|
||
touchControls: true,
|
||
gyroControls: false,
|
||
minHeight: 200.00,
|
||
minWidth: 200.00,
|
||
scale: 1.00,
|
||
scaleMobile: 1.00,
|
||
color: 0x1a73e8,
|
||
shininess: 30.00,
|
||
waveHeight: 10.00,
|
||
waveSpeed: 0.75,
|
||
zoom: 0.75
|
||
});
|
||
|
||
// 股票数据
|
||
const stockData = [
|
||
{
|
||
'category': '有机硅(240117)',
|
||
'stocks': [
|
||
{'stock': '东岳硅材', '行业': '有机硅', 'reason': '静态梳理，无动态买卖指导。股市有风险，入市需谨慎。'},
|
||
{'stock': '合盛硅业', '行业': '有机硅', 'reason': '静态梳理，无动态买卖指导。股市有风险，入市需谨慎。'},
|
||
{'stock': '新安股份', '行业': '有机硅', 'reason': '静态梳理，无动态买卖指导。股市有风险，入市需谨慎。'},
|
||
{'stock': '宏柏新材', '行业': '有机硅', '项目': '硅烷偶联剂(光伏EVA/POE胶膜上游)', 'reason': '静态梳理，无动态买卖指导。股市有风险，入市需谨慎。'},
|
||
{'stock': '晨光新材', '行业': '有机硅', '项目': '硅烷偶联剂(光伏EVA/POE胶膜上游)', 'reason': '静态梳理，无动态买卖指导。股市有风险，入市需谨慎。'},
|
||
{'stock': '宏达新材', '行业': '有机硅', 'reason': '静态梳理，无动态买卖指导。股市有风险，入市需谨慎。'},
|
||
{'stock': '兴发集团', '行业': '有机硅', 'reason': '静态梳理，无动态买卖指导。股市有风险，入市需谨慎。'},
|
||
{'stock': '三友化工', '行业': '有机硅', 'reason': '静态梳理，无动态买卖指导。股市有风险，入市需谨慎。'},
|
||
{'stock': '华鲁恒升', '项目': '中间体DMC', '产能': '60万吨（截止2023年H1）', 'reason': '静态梳理，无动态买卖指导。股市有风险，入市需谨慎。'},
|
||
{'stock': '胜华新材', '项目': '中间体DMC', '产能': '12.5万吨', 'reason': '静态梳理，无动态买卖指导。股市有风险，入市需谨慎。'},
|
||
{'stock': '江瀚新材', '项目': '硅烷偶联剂(光伏EVA/POE胶膜上游)', 'reason': '静态梳理，无动态买卖指导。股市有风险，入市需谨慎。'},
|
||
{'stock': '隆基绿能', '行业': '光伏硅片', '市占率': '26%（2022年按产量全球）', 'reason': '静态梳理，无动态买卖指导。股市有风险，入市需谨慎。'},
|
||
{'stock': 'TCL中环', '行业': '光伏硅片', '市占率': '22%', 'reason': '静态梳理，无动态买卖指导。股市有风险，入市需谨慎。'},
|
||
{'stock': '晶科能源', '行业': '光伏硅片', '市占率': '10%', 'reason': '静态梳理，无动态买卖指导。股市有风险，入市需谨慎。'},
|
||
{'stock': '晶澳科技', '行业': '光伏硅片', '市占率': '9%', 'reason': '静态梳理，无动态买卖指导。股市有风险，入市需谨慎。'},
|
||
{'stock': '弘元绿能', '行业': '光伏硅片', '市占率': '7%', 'reason': '静态梳理，无动态买卖指导。股市有风险，入市需谨慎。'},
|
||
{'stock': '双良节能', '行业': '光伏硅片', 'reason': '静态梳理，无动态买卖指导。股市有风险，入市需谨慎。'},
|
||
{'stock': '通威股份', '行业': '光伏硅片', '市占率': '32%（2022年）', 'reason': '静态梳理，无动态买卖指导。股市有风险，入市需谨慎。'},
|
||
{'stock': '京运通', '行业': '光伏硅片', 'reason': '静态梳理，无动态买卖指导。股市有风险，入市需谨慎。'},
|
||
{'stock': '沪硅产业', '行业': '半导体大硅片', 'reason': '静态梳理，无动态买卖指导。股市有风险，入市需谨慎。'},
|
||
{'stock': '立昂微', '行业': '半导体大硅片', 'reason': '静态梳理，无动态买卖指导。股市有风险，入市需谨慎。'},
|
||
{'stock': '中晶科技', '行业': '半导体大硅片', 'reason': '静态梳理，无动态买卖指导。股市有风险，入市需谨慎。'},
|
||
{'stock': '大全能源', '行业': '硅料', '市占率': '16%（2022年）', 'reason': '静态梳理，无动态买卖指导。股市有风险，入市需谨慎。'},
|
||
{'stock': '新特能源', '行业': '硅料', '市占率': '15%（2022年）', 'reason': '静态梳理，无动态买卖指导。股市有风险，入市需谨慎。'},
|
||
{'stock': '协鑫科技', '行业': '硅料', '市占率': '13%（2022年）', 'reason': '静态梳理，无动态买卖指导。股市有风险，入市需谨慎。'},
|
||
{'stock': '特变电工', '行业': '硅料', 'reason': '静态梳理，无动态买卖指导。股市有风险，入市需谨慎。'},
|
||
{'stock': '合盛硅业', '行业': '硅料', 'reason': '静态梳理，无动态买卖指导。股市有风险，入市需谨慎。'}
|
||
]
|
||
},
|
||
{
|
||
'category': '有机硅产业链(250220)',
|
||
'stocks': [
|
||
{'stock': '合盛硅业(603260.SH)', '行业': '有机硅', '项目': '权益产能86.5万吨/年', '分类': '市值631亿元', '产能/市值': '0.14万吨/亿元', '产业链环节': '有机硅单体、中间体', '终端应用': '电子电器、建筑建材、纺织服装', 'reason': '根据图片中有机硅主要上市公司产能表及产业链示意图，合盛硅业为行业龙头，涉及有机硅单体及中间体生产，终端应用覆盖电子、建筑等领域'},
|
||
{'stock': '东岳硅材(300821.SZ)', '行业': '有机硅', '项目': '权益产能30万吨/年', '分类': '市值98亿元', '产能/市值': '0.31万吨/亿元', '产业链环节': '有机硅单体、深加工产品', '终端应用': '电力/新能源、工业助剂', 'reason': '根据产能表数据及产业链布局，东岳硅材具备单体及深加工能力，终端应用侧重电力和工业领域'},
|
||
{'stock': '兴发集团(600141.SH)', '行业': '有机硅', '项目': '权益产能30万吨/年', '分类': '市值237亿元', '产能/市值': '0.13万吨/亿元', '产业链环节': '有机硅单体、硅橡胶', '终端应用': '电子电器、交通运输', 'reason': '产能表显示其产能规模，结合产业链示意图，兴发集团产品涵盖单体及硅橡胶，应用于电子和交通领域'},
|
||
{'stock': '新安股份(600596.SH)', '行业': '有机硅', '项目': '权益产能20万吨/年', '分类': '市值118亿元', '产能/市值': '0.17万吨/亿元', '产业链环节': '有机硅中间体、硅树脂', '终端应用': '纺织服装、新能源', 'reason': '根据产能数据及产业链定位，新安股份侧重中间体和硅树脂生产，终端应用于纺织和新能源领域'},
|
||
{'stock': '三友化工(600409.SH)', '行业': '有机硅', '项目': '权益产能20万吨/年', '分类': '市值224亿元', '产能/市值': '0.09万吨/亿元', '产业链环节': '有机硅深加工产品', '终端应用': '皮革造纸、医药医疗', 'reason': '产能表显示其专注深加工领域，结合产业链示意图，产品应用于皮革和医药行业'},
|
||
{'stock': '恒星科技(002132.SZ)', '行业': '有机硅', '项目': '权益产能10万吨/年', '分类': '市值115亿元', '产能/市值': '0.09万吨/亿元', '产业链环节': '有机硅单体', '终端应用': '电力/新能源、建筑建材', 'reason': '根据产能数据及产业链定位，恒星科技聚焦单体生产，终端应用于电力和建筑领域'}
|
||
]
|
||
}
|
||
];
|
||
|
||
// 生成股票表格
|
||
function generateStockTables() {
|
||
const container = document.getElementById('stock-tables');
|
||
|
||
stockData.forEach(categoryData => {
|
||
// 创建分类标题
|
||
const categoryTitle = document.createElement('h3');
|
||
categoryTitle.className = 'text-xl font-semibold text-gray-800 mb-4';
|
||
categoryTitle.textContent = categoryData.category;
|
||
container.appendChild(categoryTitle);
|
||
|
||
// 获取所有可能的列
|
||
const allColumns = new Set();
|
||
categoryData.stocks.forEach(stock => {
|
||
Object.keys(stock).forEach(key => {
|
||
if (key !== 'reason') { // 排除reason列，因为它太长
|
||
allColumns.add(key);
|
||
}
|
||
});
|
||
});
|
||
|
||
// 创建表格
|
||
const tableWrapper = document.createElement('div');
|
||
tableWrapper.className = 'overflow-x-auto';
|
||
|
||
const table = document.createElement('table');
|
||
table.className = 'min-w-full bg-white rounded-xl overflow-hidden';
|
||
|
||
// 创建表头
|
||
const thead = document.createElement('thead');
|
||
thead.className = 'bg-gray-50';
|
||
|
||
const headerRow = document.createElement('tr');
|
||
Array.from(allColumns).forEach(column => {
|
||
const th = document.createElement('th');
|
||
th.className = 'py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider';
|
||
th.textContent = column;
|
||
headerRow.appendChild(th);
|
||
});
|
||
|
||
thead.appendChild(headerRow);
|
||
table.appendChild(thead);
|
||
|
||
// 创建表体
|
||
const tbody = document.createElement('tbody');
|
||
tbody.className = 'divide-y divide-gray-200';
|
||
|
||
categoryData.stocks.forEach(stock => {
|
||
const row = document.createElement('tr');
|
||
|
||
Array.from(allColumns).forEach(column => {
|
||
const td = document.createElement('td');
|
||
td.className = 'py-3 px-4 text-sm text-gray-500';
|
||
td.textContent = stock[column] || '-';
|
||
row.appendChild(td);
|
||
});
|
||
|
||
tbody.appendChild(row);
|
||
});
|
||
|
||
table.appendChild(tbody);
|
||
tableWrapper.appendChild(table);
|
||
container.appendChild(tableWrapper);
|
||
});
|
||
}
|
||
|
||
// 页面加载完成后生成表格
|
||
document.addEventListener('DOMContentLoaded', generateStockTables);
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |