925 lines
55 KiB
HTML
925 lines
55 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>染料行业供给变革 - 行业洞察报告</title>
|
||
<link href="https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&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" type="text/css" />
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
|
||
<style>
|
||
body {
|
||
font-family: 'Noto Sans SC', sans-serif;
|
||
background: linear-gradient(135deg, #f5f7fa 0%, #c3cfe2 100%);
|
||
min-height: 100vh;
|
||
}
|
||
.card {
|
||
backdrop-filter: blur(10px);
|
||
background-color: rgba(255, 255, 255, 0.85);
|
||
}
|
||
.timeline-dot {
|
||
width: 16px;
|
||
height: 16px;
|
||
border-radius: 50%;
|
||
background-color: #3b82f6;
|
||
position: absolute;
|
||
left: -8px;
|
||
top: 6px;
|
||
}
|
||
.timeline-line {
|
||
position: absolute;
|
||
left: 0;
|
||
top: 22px;
|
||
bottom: -22px;
|
||
width: 2px;
|
||
background-color: #e5e7eb;
|
||
}
|
||
.timeline-item:last-child .timeline-line {
|
||
display: none;
|
||
}
|
||
.gradient-text {
|
||
background: linear-gradient(90deg, #3b82f6, #8b5cf6);
|
||
-webkit-background-clip: text;
|
||
-webkit-text-fill-color: transparent;
|
||
}
|
||
.chart-container {
|
||
position: relative;
|
||
height: 300px;
|
||
width: 100%;
|
||
}
|
||
</style>
|
||
</head>
|
||
<body>
|
||
<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 gradient-text mb-4">染料行业供给变革</h1>
|
||
<p class="text-lg text-gray-600 max-w-3xl mx-auto">政策强制出清与偶发事故催化下的行业格局重塑</p>
|
||
</div>
|
||
|
||
<!-- 核心观点摘要 -->
|
||
<div class="card rounded-2xl shadow-lg p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<svg class="w-6 h-6 mr-2 text-blue-500" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 16h-1v-4h-1m1-4h.01M21 12a9 9 0 11-18 0 9 9 0 0118 0z"></path>
|
||
</svg>
|
||
核心观点摘要
|
||
</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-blue-50 p-4 rounded-lg">
|
||
<h3 class="font-semibold text-blue-700 mb-2">当前阶段</h3>
|
||
<p class="text-gray-700">染料行业正处于"政策强制出清+偶发事故催化"的供给收缩周期，寡头定价格局已初步形成。</p>
|
||
</div>
|
||
<div class="bg-purple-50 p-4 rounded-lg">
|
||
<h3 class="font-semibold text-purple-700 mb-2">核心驱动力</h3>
|
||
<p class="text-gray-700">环保政策与偶发事故共同压缩供给，活性染料价格弹性显著（涨幅25%-60%）。</p>
|
||
</div>
|
||
<div class="bg-indigo-50 p-4 rounded-lg">
|
||
<h3 class="font-semibold text-indigo-700 mb-2">未来潜力</h3>
|
||
<p class="text-gray-700">具备产业链一体化和环保优势的龙头将享受量价齐升。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 概念事件时间线 -->
|
||
<div class="card rounded-2xl shadow-lg p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<svg class="w-6 h-6 mr-2 text-blue-500" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 8v4l3 3m6-3a9 9 0 11-18 0 9 9 0 0118 0z"></path>
|
||
</svg>
|
||
概念事件时间线
|
||
</h2>
|
||
<div class="relative pl-8">
|
||
<div class="timeline-item relative mb-8">
|
||
<div class="timeline-dot"></div>
|
||
<div class="timeline-line"></div>
|
||
<div class="bg-white p-4 rounded-lg shadow">
|
||
<div class="flex justify-between items-start">
|
||
<h3 class="font-bold text-lg text-gray-800">国常会研究化解重点产业结构性矛盾</h3>
|
||
<span class="bg-blue-100 text-blue-800 text-xs font-medium px-2.5 py-0.5 rounded">2024年2月</span>
|
||
</div>
|
||
<p class="text-gray-600 mt-2">明确提出推动落后低效产能退出（开源化工）</p>
|
||
</div>
|
||
</div>
|
||
<div class="timeline-item relative mb-8">
|
||
<div class="timeline-dot"></div>
|
||
<div class="timeline-line"></div>
|
||
<div class="bg-white p-4 rounded-lg shadow">
|
||
<div class="flex justify-between items-start">
|
||
<h3 class="font-bold text-lg text-gray-800">H酸龙头企业接连发生事故</h3>
|
||
<span class="bg-blue-100 text-blue-800 text-xs font-medium px-2.5 py-0.5 rounded">2024年6月</span>
|
||
</div>
|
||
<p class="text-gray-600 mt-2">湖北楚源、内蒙古亚东事故导致H酸报价从3.6万元/吨跳涨至4.7万元/吨（东财化工专家路演）</p>
|
||
</div>
|
||
</div>
|
||
<div class="timeline-item relative mb-8">
|
||
<div class="timeline-dot"></div>
|
||
<div class="timeline-line"></div>
|
||
<div class="bg-white p-4 rounded-lg shadow">
|
||
<div class="flex justify-between items-start">
|
||
<h3 class="font-bold text-lg text-gray-800">美国FDA拟禁止食品级红色3号染料</h3>
|
||
<span class="bg-blue-100 text-blue-800 text-xs font-medium px-2.5 py-0.5 rounded">2025年1月</span>
|
||
</div>
|
||
<p class="text-gray-600 mt-2">引发市场对合成染料替代需求的关注</p>
|
||
</div>
|
||
</div>
|
||
<div class="timeline-item relative">
|
||
<div class="timeline-dot"></div>
|
||
<div class="bg-white p-4 rounded-lg shadow">
|
||
<div class="flex justify-between items-start">
|
||
<h3 class="font-bold text-lg text-gray-800">染料板块集体走强</h3>
|
||
<span class="bg-blue-100 text-blue-800 text-xs font-medium px-2.5 py-0.5 rounded">2025年5月</span>
|
||
</div>
|
||
<p class="text-gray-600 mt-2">宝丽迪20CM涨停，吉华集团、闰土股份等跟涨（财联社）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心驱动力 -->
|
||
<div class="card rounded-2xl shadow-lg p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<svg class="w-6 h-6 mr-2 text-blue-500" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 10V3L4 14h7v7l9-11h-7z"></path>
|
||
</svg>
|
||
核心驱动力
|
||
</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<div class="bg-gradient-to-br from-blue-50 to-indigo-50 p-6 rounded-xl border border-blue-100">
|
||
<div class="bg-blue-100 w-12 h-12 rounded-full flex items-center justify-center mb-4">
|
||
<svg class="w-6 h-6 text-blue-600" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m5.618-4.016A11.955 11.955 0 0112 2.944a11.955 11.955 0 01-8.618 3.04A12.02 12.02 0 003 9c0 5.591 3.824 10.29 9 11.622 5.176-1.332 9-6.03 9-11.622 0-1.042-.133-2.052-.382-3.016z"></path>
|
||
</svg>
|
||
</div>
|
||
<h3 class="font-bold text-lg text-gray-800 mb-2">政策强制出清</h3>
|
||
<ul class="text-gray-600 space-y-2">
|
||
<li class="flex items-start">
|
||
<span class="text-blue-500 mr-2">•</span>
|
||
<span>能耗双控：单位GDP能耗下降2.5%</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-blue-500 mr-2">•</span>
|
||
<span>排污许可：2025年全面实行</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-blue-500 mr-2">•</span>
|
||
<span>中小企业因环保不达标被迫退出</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-gradient-to-br from-purple-50 to-pink-50 p-6 rounded-xl border border-purple-100">
|
||
<div class="bg-purple-100 w-12 h-12 rounded-full flex items-center justify-center mb-4">
|
||
<svg class="w-6 h-6 text-purple-600" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 10V3L4 14h7v7l9-11h-7z"></path>
|
||
</svg>
|
||
</div>
|
||
<h3 class="font-bold text-lg text-gray-800 mb-2">偶发事故催化</h3>
|
||
<ul class="text-gray-600 space-y-2">
|
||
<li class="flex items-start">
|
||
<span class="text-purple-500 mr-2">•</span>
|
||
<span>H酸供给收缩：产能从6万吨/年降至4万吨/年</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-purple-500 mr-2">•</span>
|
||
<span>活性染料成本占比20%-30%</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-purple-500 mr-2">•</span>
|
||
<span>价格传导顺畅</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-gradient-to-br from-green-50 to-teal-50 p-6 rounded-xl border border-green-100">
|
||
<div class="bg-green-100 w-12 h-12 rounded-full flex items-center justify-center mb-4">
|
||
<svg class="w-6 h-6 text-green-600" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 19v-6a2 2 0 00-2-2H5a2 2 0 00-2 2v6a2 2 0 002 2h2a2 2 0 002-2zm0 0V9a2 2 0 012-2h2a2 2 0 012 2v10m-6 0a2 2 0 002 2h2a2 2 0 002-2m0 0V5a2 2 0 012-2h2a2 2 0 012 2v14a2 2 0 01-2 2h-2a2 2 0 01-2-2z"></path>
|
||
</svg>
|
||
</div>
|
||
<h3 class="font-bold text-lg text-gray-800 mb-2">需求端回暖</h3>
|
||
<ul class="text-gray-600 space-y-2">
|
||
<li class="flex items-start">
|
||
<span class="text-green-500 mr-2">•</span>
|
||
<span>纺织服装库存周期见底</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-green-500 mr-2">•</span>
|
||
<span>2024年7月零售药店药品销售同比+5.2%</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-green-500 mr-2">•</span>
|
||
<span>下游补库需求启动</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 市场热度与情绪 -->
|
||
<div class="card rounded-2xl shadow-lg p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<svg class="w-6 h-6 mr-2 text-blue-500" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M16 8v8m-4-5v5m-4-2v2m-2 4h12a2 2 0 002-2V6a2 2 0 00-2-2H6a2 2 0 00-2 2v12a2 2 0 002 2z"></path>
|
||
</svg>
|
||
市场热度与情绪
|
||
</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div>
|
||
<h3 class="font-bold text-lg text-gray-800 mb-4">新闻热度</h3>
|
||
<div class="space-y-4">
|
||
<div>
|
||
<div class="flex justify-between mb-1">
|
||
<span class="text-sm font-medium text-gray-700">染料股集体涨停</span>
|
||
<span class="text-sm font-medium text-gray-700">2025年6月</span>
|
||
</div>
|
||
<div class="w-full bg-gray-200 rounded-full h-2.5">
|
||
<div class="bg-red-600 h-2.5 rounded-full" style="width: 95%"></div>
|
||
</div>
|
||
<p class="text-xs text-gray-500 mt-1">宝丽迪、吉华集团等单日涨幅超10%</p>
|
||
</div>
|
||
<div>
|
||
<div class="flex justify-between mb-1">
|
||
<span class="text-sm font-medium text-gray-700">H酸价格跳涨</span>
|
||
<span class="text-sm font-medium text-gray-700">2024年6月</span>
|
||
</div>
|
||
<div class="w-full bg-gray-200 rounded-full h-2.5">
|
||
<div class="bg-orange-500 h-2.5 rounded-full" style="width: 85%"></div>
|
||
</div>
|
||
<p class="text-xs text-gray-500 mt-1">H酸报价从3.6万元/吨跳涨至4.7万元/吨</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-bold text-lg text-gray-800 mb-4">研报密集度</h3>
|
||
<div class="chart-container">
|
||
<canvas id="researchChart"></canvas>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链图谱 -->
|
||
<div class="card rounded-2xl shadow-lg p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<svg class="w-6 h-6 mr-2 text-blue-500" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M4 7v10c0 2.21 3.582 4 8 4s8-1.79 8-4V7M4 7c0 2.21 3.582 4 8 4s8-1.79 8-4M4 7c0-2.21 3.582-4 8-4s8 1.79 8 4m0 5c0 2.21-3.582 4-8 4s-8-1.79-8-4"></path>
|
||
</svg>
|
||
产业链图谱
|
||
</h2>
|
||
<div class="flex flex-col items-center">
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-8 w-full max-w-4xl">
|
||
<!-- 上游 -->
|
||
<div class="bg-blue-50 p-6 rounded-xl border-2 border-blue-200">
|
||
<h3 class="font-bold text-lg text-blue-800 mb-4 text-center">上游</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-white p-3 rounded-lg shadow-sm">
|
||
<h4 class="font-medium text-gray-800">H酸</h4>
|
||
<p class="text-sm text-gray-600">湖北楚源、内蒙古亚东</p>
|
||
</div>
|
||
<div class="bg-white p-3 rounded-lg shadow-sm">
|
||
<h4 class="font-medium text-gray-800">中间体</h4>
|
||
<p class="text-sm text-gray-600">浙江龙盛、闰土股份</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 中游 -->
|
||
<div class="bg-purple-50 p-6 rounded-xl border-2 border-purple-200">
|
||
<h3 class="font-bold text-lg text-purple-800 mb-4 text-center">中游</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-white p-3 rounded-lg shadow-sm">
|
||
<h4 class="font-medium text-gray-800">活性染料</h4>
|
||
<p class="text-sm text-gray-600">吉华集团、锦鸡股份</p>
|
||
</div>
|
||
<div class="bg-white p-3 rounded-lg shadow-sm">
|
||
<h4 class="font-medium text-gray-800">印染</h4>
|
||
<p class="text-sm text-gray-600">航民股份</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 下游 -->
|
||
<div class="bg-green-50 p-6 rounded-xl border-2 border-green-200">
|
||
<h3 class="font-bold text-lg text-green-800 mb-4 text-center">下游</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-white p-3 rounded-lg shadow-sm">
|
||
<h4 class="font-medium text-gray-800">纺织服装</h4>
|
||
<p class="text-sm text-gray-600">申洲国际、鲁泰A</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 连接箭头 -->
|
||
<div class="flex items-center justify-between w-full max-w-2xl mt-4">
|
||
<svg class="w-8 h-8 text-gray-400 transform rotate-180" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M14 5l7 7m0 0l-7 7m7-7H3"></path>
|
||
</svg>
|
||
<svg class="w-8 h-8 text-gray-400 transform rotate-180" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M14 5l7 7m0 0l-7 7m7-7H3"></path>
|
||
</svg>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心玩家对比 -->
|
||
<div class="card rounded-2xl shadow-lg p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<svg class="w-6 h-6 mr-2 text-blue-500" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 5H7a2 2 0 00-2 2v12a2 2 0 002 2h10a2 2 0 002-2V7a2 2 0 00-2-2h-2M9 5a2 2 0 002 2h2a2 2 0 002-2M9 5a2 2 0 012-2h2a2 2 0 012 2"></path>
|
||
</svg>
|
||
核心玩家对比
|
||
</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产能/优势</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="flex items-center">
|
||
<div class="flex-shrink-0 h-10 w-10 bg-blue-100 rounded-full flex items-center justify-center">
|
||
<span class="text-blue-800 font-bold">浙</span>
|
||
</div>
|
||
<div class="ml-4">
|
||
<div class="text-sm font-medium text-gray-900">浙江龙盛</div>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-900">H酸产能5万吨+活性染料30万吨</div>
|
||
<div class="text-sm text-gray-500">全产业链布局，环保投入领先</div>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">
|
||
估值偏高（PE 15x vs 行业10x）
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="flex items-center">
|
||
<div class="flex-shrink-0 h-10 w-10 bg-purple-100 rounded-full flex items-center justify-center">
|
||
<span class="text-purple-800 font-bold">闰</span>
|
||
</div>
|
||
<div class="ml-4">
|
||
<div class="text-sm font-medium text-gray-900">闰土股份</div>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-900">活性染料6万吨</div>
|
||
<div class="text-sm text-gray-500">专利壁垒（分散黑专利）</div>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">
|
||
复产进度低于预期（江苏盐城装置老旧）
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="flex items-center">
|
||
<div class="flex-shrink-0 h-10 w-10 bg-green-100 rounded-full flex items-center justify-center">
|
||
<span class="text-green-800 font-bold">吉</span>
|
||
</div>
|
||
<div class="ml-4">
|
||
<div class="text-sm font-medium text-gray-900">吉华集团</div>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-900">活性染料2万吨</div>
|
||
<div class="text-sm text-gray-500">弹性最大（利润弹性0.6亿/市值32亿）</div>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">
|
||
资金压力，复产难度大
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="flex items-center">
|
||
<div class="flex-shrink-0 h-10 w-10 bg-yellow-100 rounded-full flex items-center justify-center">
|
||
<span class="text-yellow-800 font-bold">锦</span>
|
||
</div>
|
||
<div class="ml-4">
|
||
<div class="text-sm font-medium text-gray-900">锦鸡股份</div>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-900">活性染料4.5万吨+算力业务</div>
|
||
<div class="text-sm text-gray-500">第二增长曲线</div>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">
|
||
算力业务与染料协同性待验证
|
||
</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="card rounded-2xl shadow-lg p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<svg class="w-6 h-6 mr-2 text-blue-500" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 19v-6a2 2 0 00-2-2H5a2 2 0 00-2 2v6a2 2 0 002 2h2a2 2 0 002-2zm0 0V9a2 2 0 012-2h2a2 2 0 012 2v10m-6 0a2 2 0 002 2h2a2 2 0 002-2m0 0V5a2 2 0 012-2h2a2 2 0 012 2v14a2 2 0 01-2 2h-2a2 2 0 01-2-2z"></path>
|
||
</svg>
|
||
关联股票数据
|
||
</h2>
|
||
|
||
<!-- H酸活性染料 -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-bold text-gray-800 mb-4">H酸活性染料(250609)</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">行业</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">项目</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">活性染料产能</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">利润弹性测算</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">利润弹性（亿/市值（亿））</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">消息来源</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">吉华集团</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">化工</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">H酸/活性染料</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2万吨</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">6000万</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">0.017</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">机构研报</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">公司活性染料产能与H酸产能匹配，利润弹性测算显示活性染料价格上涨3000元/吨时，单吨利润可增厚6000万元</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">闰土股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">化工</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">H酸/活性染料</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">约6万吨</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">1.8亿</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">0.02</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">机构研报</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">拥有行业领先的活性染料产能规模，利润弹性测算显示价格波动对业绩影响显著</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">锦鸡股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">化工</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">H酸/活性染料</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">4.5万吨</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">1.35亿</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">0.032</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">机构研报</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">专业染料生产企业，活性染料产能占比高，利润弹性测算显示较强价格传导能力</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">浙江龙盛</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">化工</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">H酸/活性染料</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">5万吨</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">1.5亿</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">0.004</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">机构研报</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">行业龙头企业，具备完整产业链布局，利润弹性测算显示稳健的盈利能力</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 有机染料 -->
|
||
<div>
|
||
<h3 class="text-xl font-bold text-gray-800 mb-4">有机染料(240507)</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">分类</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">行业</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">市值</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产能(万吨)</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产能/市值</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">百合花</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">有机染料</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">有机颜料</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">40</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">4</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">10.0%</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">海外巨头破产事件或影响高性能有机颜料供给，国内龙头企业有望受益</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">联合化学</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">有机染料</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">有机颜料</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">24</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">1.4</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">5.8%</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">海外巨头破产事件或影响高性能有机颜料供给，国内龙头企业有望受益</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">七彩化学</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">有机染料</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">有机颜料</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">59</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">0.84</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">1.4%</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">海外巨头破产事件或影响高性能有机颜料供给，国内龙头企业有望受益</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">闰土股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">其他染料</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">染料</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">78</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">23.8</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">30.5%</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">2023年全球有机颜料消费量约40万吨，我国产量占全球60%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">吉华集团</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">其他染料</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">染料</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">32</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">8.5</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">26.6%</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">2023年全球有机颜料消费量约40万吨，我国产量占全球60%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">双乐股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">其他染料</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">染料</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">25</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">3-4</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">12%-16%</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">2023年全球有机颜料消费量约40万吨，我国产量占全球60%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">安诺其</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">其他染料</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">染料</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">61</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">9.7</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">15.9%</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">2023年全球有机颜料消费量约40万吨，我国产量占全球60%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">锦鸡股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">其他染料</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">染料</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">38</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">4.5</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">11.8%</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">2023年全球有机颜料消费量约40万吨，我国产量占全球60%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">浙江龙盛</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">其他染料</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">染料</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">306</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">30</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">9.8%</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">2023年全球有机颜料消费量约40万吨，我国产量占全球60%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">亚邦股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">其他染料</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">染料</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">19</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">1.2</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">6.3%</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">2023年全球有机颜料消费量约40万吨，我国产量占全球60%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">雅运股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">其他染料</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">染料</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">22</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">1.14</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">5.2%</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">2023年全球有机颜料消费量约40万吨，我国产量占全球60%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">万丰股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">其他染料</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">染料</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">20</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">0.92</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">4.6%</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">2023年全球有机颜料消费量约40万吨，我国产量占全球60%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">海翔药业</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">其他染料</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">染料</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">106</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">1.9</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">1.8%</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">2023年全球有机颜料消费量约40万吨，我国产量占全球60%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">德美化工</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">助剂</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">染料助剂</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">助剂产业链相关企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">浙江龙盛</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">助剂</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">染料助剂</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">助剂产业链相关企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">闰土股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">助剂</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">染料助剂</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">助剂产业链相关企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">安诺其</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">助剂</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">染料助剂</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">助剂产业链相关企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">雅运股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">助剂</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">染料助剂</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">助剂产业链相关企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">联合化学</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">助剂</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">染料助剂</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">助剂产业链相关企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">双乐股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">助剂</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">染料助剂</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">助剂产业链相关企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">蓝丰生化</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">中间体</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">染料中间体</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">中间体产业链相关企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">世龙实业</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">中间体</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">染料中间体</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">中间体产业链相关企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">百川股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">中间体</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">染料中间体</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">中间体产业链相关企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">锦鸡股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">中间体</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">染料中间体</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">中间体产业链相关企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">建新股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">中间体</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">染料中间体</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">中间体产业链相关企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">善水科技</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">中间体</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">染料中间体</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">中间体产业链相关企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">怡达股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">中间体</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">染料中间体</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">中间体产业链相关企业</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card rounded-2xl shadow-lg p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<svg class="w-6 h-6 mr-2 text-blue-500" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z"></path>
|
||
</svg>
|
||
潜在风险与挑战
|
||
</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-red-50 p-5 rounded-xl border border-red-200">
|
||
<div class="flex items-center mb-3">
|
||
<div class="bg-red-100 p-2 rounded-lg mr-3">
|
||
<svg class="w-5 h-5 text-red-600" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 6v6m0 0v6m0-6h6m-6 0H6"></path>
|
||
</svg>
|
||
</div>
|
||
<h3 class="font-bold text-lg text-red-800">技术风险</h3>
|
||
</div>
|
||
<p class="text-gray-700">绿色染料（如生物基）技术尚未成熟，成本高于传统染料3-5倍（华创论坛）。</p>
|
||
</div>
|
||
<div class="bg-orange-50 p-5 rounded-xl border border-orange-200">
|
||
<div class="flex items-center mb-3">
|
||
<div class="bg-orange-100 p-2 rounded-lg mr-3">
|
||
<svg class="w-5 h-5 text-orange-600" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 8c-1.657 0-3 .895-3 2s1.343 2 3 2 3 .895 3 2-1.343 2-3 2m0-8c1.11 0 2.08.402 2.599 1M12 8V7m0 1v8m0 0v1m0-1c-1.11 0-2.08-.402-2.599-1M21 12a9 9 0 11-18 0 9 9 0 0118 0z"></path>
|
||
</svg>
|
||
</div>
|
||
<h3 class="font-bold text-lg text-orange-800">商业化风险</h3>
|
||
</div>
|
||
<p class="text-gray-700">下游纺织服装需求复苏不及预期，2024年出口增速仅+3%（申万宏源）。</p>
|
||
</div>
|
||
<div class="bg-yellow-50 p-5 rounded-xl border border-yellow-200">
|
||
<div class="flex items-center mb-3">
|
||
<div class="bg-yellow-100 p-2 rounded-lg mr-3">
|
||
<svg class="w-5 h-5 text-yellow-600" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12h6m-6 4h6m2 5H7a2 2 0 01-2-2V5a2 2 0 012-2h5.586a1 1 0 01.707.293l5.414 5.414a1 1 0 01.293.707V19a2 2 0 01-2 2z"></path>
|
||
</svg>
|
||
</div>
|
||
<h3 class="font-bold text-lg text-yellow-800">政策风险</h3>
|
||
</div>
|
||
<p class="text-gray-700">若环保执行力度放松（如排污许可放宽），中小产能或死灰复燃。</p>
|
||
</div>
|
||
<div class="bg-purple-50 p-5 rounded-xl border border-purple-200">
|
||
<div class="flex items-center mb-3">
|
||
<div class="bg-purple-100 p-2 rounded-lg mr-3">
|
||
<svg class="w-5 h-5 text-purple-600" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 16h-1v-4h-1m1-4h.01M21 12a9 9 0 11-18 0 9 9 0 0118 0z"></path>
|
||
</svg>
|
||
</div>
|
||
<h3 class="font-bold text-lg text-purple-800">信息矛盾</h3>
|
||
</div>
|
||
<p class="text-gray-700">研报称"浙江龙盛H酸满产"，但路演显示实际月产仅120吨，需核实复产真实性。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card rounded-2xl shadow-lg p-6 mb-8 bg-gradient-to-r from-blue-50 to-indigo-50 border border-blue-200">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<svg class="w-6 h-6 mr-2 text-blue-500" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z"></path>
|
||
</svg>
|
||
综合结论与投资启示
|
||
</h2>
|
||
<div class="space-y-6">
|
||
<div class="bg-white p-5 rounded-xl shadow-sm">
|
||
<h3 class="font-bold text-lg text-gray-800 mb-3">阶段判断</h3>
|
||
<p class="text-gray-700">染料行业供给变革已从"政策预期"进入"基本面兑现"阶段，H酸涨价+产能出清是核心验证指标。</p>
|
||
</div>
|
||
<div class="bg-white p-5 rounded-xl shadow-sm">
|
||
<h3 class="font-bold text-lg text-gray-800 mb-3">投资方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-blue-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-blue-700 mb-2">短期</h4>
|
||
<p class="text-gray-700">关注H酸涨价弹性标的（吉华集团、闰土股份）</p>
|
||
</div>
|
||
<div class="bg-indigo-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-indigo-700 mb-2">长期</h4>
|
||
<p class="text-gray-700">布局全产业链龙头（浙江龙盛）及绿色染料技术储备企业</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="bg-white p-5 rounded-xl shadow-sm">
|
||
<h3 class="font-bold text-lg text-gray-800 mb-3">关键跟踪指标</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<span class="bg-blue-100 text-blue-800 text-xs font-medium px-2.5 py-0.5 rounded mr-2">1</span>
|
||
<span class="text-gray-700"><strong>H酸报价</strong>（每周更新，突破5万元/吨将触发第二波行情）</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="bg-blue-100 text-blue-800 text-xs font-medium px-2.5 py-0.5 rounded mr-2">2</span>
|
||
<span class="text-gray-700"><strong>排污许可执行率</strong>（2025年Q1中小企业退出比例）</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="bg-blue-100 text-blue-800 text-xs font-medium px-2.5 py-0.5 rounded mr-2">3</span>
|
||
<span class="text-gray-700"><strong>纺织服装库存天数</strong>（低于30天预示需求回暖）</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 研报密集度图表
|
||
const ctx = document.getElementById('researchChart').getContext('2d');
|
||
const researchChart = new Chart(ctx, {
|
||
type: 'bar',
|
||
data: {
|
||
labels: ['长江证券', '东吴证券', '开源证券', '华创证券', '中信证券', '申万宏源'],
|
||
datasets: [{
|
||
label: '研报数量',
|
||
data: [8, 6, 5, 4, 3, 2],
|
||
backgroundColor: [
|
||
'rgba(59, 130, 246, 0.7)',
|
||
'rgba(139, 92, 246, 0.7)',
|
||
'rgba(16, 185, 129, 0.7)',
|
||
'rgba(245, 158, 11, 0.7)',
|
||
'rgba(239, 68, 68, 0.7)',
|
||
'rgba(107, 114, 128, 0.7)'
|
||
],
|
||
borderColor: [
|
||
'rgba(59, 130, 246, 1)',
|
||
'rgba(139, 92, 246, 1)',
|
||
'rgba(16, 185, 129, 1)',
|
||
'rgba(245, 158, 11, 1)',
|
||
'rgba(239, 68, 68, 1)',
|
||
'rgba(107, 114, 128, 1)'
|
||
],
|
||
borderWidth: 1
|
||
}]
|
||
},
|
||
options: {
|
||
responsive: true,
|
||
maintainAspectRatio: false,
|
||
plugins: {
|
||
title: {
|
||
display: true,
|
||
text: '2024-2025年券商研报发布情况',
|
||
font: {
|
||
size: 16
|
||
}
|
||
},
|
||
legend: {
|
||
display: false
|
||
}
|
||
},
|
||
scales: {
|
||
y: {
|
||
beginAtZero: true,
|
||
title: {
|
||
display: true,
|
||
text: '研报数量'
|
||
}
|
||
}
|
||
}
|
||
}
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |