717 lines
38 KiB
HTML
717 lines
38 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>电力行业深度洞察报告</title>
|
||
<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800|Noto+Sans+SC:wght@300;400;500;700&display=swap" rel="stylesheet" />
|
||
<!-- Font Awesome Icons -->
|
||
<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
|
||
<!-- Tailwind CSS -->
|
||
<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" rel="stylesheet" type="text/css" />
|
||
<style>
|
||
body {
|
||
font-family: 'Inter', 'Noto Sans SC', sans-serif;
|
||
background: linear-gradient(135deg, #f5f7fa 0%, #c3cfe2 100%);
|
||
min-height: 100vh;
|
||
}
|
||
.card {
|
||
backdrop-filter: blur(10px);
|
||
background: rgba(255, 255, 255, 0.9);
|
||
box-shadow: 0 8px 32px 0 rgba(31, 38, 135, 0.15);
|
||
border: 1px solid rgba(255, 255, 255, 0.18);
|
||
}
|
||
.gradient-text {
|
||
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
|
||
-webkit-background-clip: text;
|
||
-webkit-text-fill-color: transparent;
|
||
background-clip: text;
|
||
}
|
||
.energy-bg {
|
||
background: linear-gradient(135deg, #1a2a6c, #b21f1f, #fdbb2d);
|
||
background-size: 400% 400%;
|
||
animation: gradient 15s ease infinite;
|
||
}
|
||
@keyframes gradient {
|
||
0% { background-position: 0% 50%; }
|
||
50% { background-position: 100% 50%; }
|
||
100% { background-position: 0% 50%; }
|
||
}
|
||
.table-container {
|
||
overflow-x: auto;
|
||
-webkit-overflow-scrolling: touch;
|
||
}
|
||
@media (max-width: 768px) {
|
||
.table-container {
|
||
font-size: 0.75rem;
|
||
}
|
||
}
|
||
.pulse-animation {
|
||
animation: pulse 2s cubic-bezier(0.4, 0, 0.6, 1) infinite;
|
||
}
|
||
@keyframes pulse {
|
||
0%, 100% { opacity: 1; }
|
||
50% { opacity: .5; }
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="p-4 md:p-8">
|
||
<div class="max-w-7xl mx-auto">
|
||
<!-- 标题部分 -->
|
||
<div class="text-center mb-10">
|
||
<h1 class="text-4xl md:text-5xl font-bold gradient-text mb-4">电力行业深度洞察报告</h1>
|
||
<div class="w-24 h-1 bg-gradient-to-r from-blue-500 to-purple-600 mx-auto rounded-full"></div>
|
||
<p class="text-gray-600 mt-4 text-lg">2024-2025年电力行业全景分析与投资策略</p>
|
||
</div>
|
||
|
||
<!-- 概念事件部分 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-full bg-blue-100 flex items-center justify-center mr-3">
|
||
<i class="fas fa-bolt text-blue-600"></i>
|
||
</div>
|
||
<h2 class="text-2xl font-bold text-gray-800">概念事件</h2>
|
||
</div>
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div>
|
||
<h3 class="font-semibold text-lg text-gray-700 mb-3">背景</h3>
|
||
<p class="text-gray-600 leading-relaxed">
|
||
2024-2025年，中国电力行业处于"双碳"战略深化期，新能源装机占比超40%，但消纳压力凸显（2024年弃光率3.7%）。政策主线从"降电价"转向"安全保供+低碳转型"，推动新型电力系统建设。
|
||
</p>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-semibold text-lg text-gray-700 mb-3">催化事件</h3>
|
||
<ul class="space-y-2 text-gray-600">
|
||
<li class="flex items-start">
|
||
<span class="text-blue-500 mr-2">•</span>
|
||
<span><strong>2024年8月</strong>：国家发改委发布《加快构建新型电力系统行动方案（2024-2027年）》，提出9项专项行动</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-blue-500 mr-2">•</span>
|
||
<span><strong>2024年7月</strong>：南方电力市场转入连续结算试运行，覆盖五省区，22万市场主体日交易38亿度</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-blue-500 mr-2">•</span>
|
||
<span><strong>2025年4-7月</strong>：电力板块股价异动，华银电力、乐山电力等个股多次涨停</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心观点摘要 -->
|
||
<div class="card rounded-xl p-6 mb-8 energy-bg text-white">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-full bg-white bg-opacity-20 flex items-center justify-center mr-3">
|
||
<i class="fas fa-lightbulb text-yellow-300"></i>
|
||
</div>
|
||
<h2 class="text-2xl font-bold">核心观点摘要</h2>
|
||
</div>
|
||
<div class="space-y-4">
|
||
<div class="bg-white bg-opacity-10 rounded-lg p-4">
|
||
<h3 class="font-semibold text-lg mb-2">阶段判断</h3>
|
||
<p class="leading-relaxed">
|
||
电力行业正处于"政策红利+基本面修复"共振期，从主题炒作转向基本面驱动。2024-2025年核心驱动力是市场化改革（现货市场、容量电价）和成本端改善（煤价下行），长期潜力来自新型电力系统建设（储能、虚拟电厂、特高压）。
|
||
</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-10 rounded-lg p-4">
|
||
<h3 class="font-semibold text-lg mb-2">关键矛盾</h3>
|
||
<p class="leading-relaxed">
|
||
短期需验证电价稳定性（长协电价下行风险有限），长期需解决新能源消纳（依赖储能和电网升级）。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心逻辑与市场认知分析 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-full bg-purple-100 flex items-center justify-center mr-3">
|
||
<i class="fas fa-chart-line text-purple-600"></i>
|
||
</div>
|
||
<h2 class="text-2xl font-bold text-gray-800">核心逻辑与市场认知分析</h2>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="font-semibold text-lg text-gray-700 mb-3">核心驱动力</h3>
|
||
<div class="grid md:grid-cols-3 gap-4">
|
||
<div class="bg-blue-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-blue-700 mb-2">政策驱动</h4>
|
||
<ul class="text-sm text-gray-600 space-y-1">
|
||
<li>• 容量电价机制：330元/千瓦·年</li>
|
||
<li>• 现货市场扩容：电价波动0-0.8元/度</li>
|
||
<li>• 火电现货溢价增厚利润</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-green-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-green-700 mb-2">成本改善</h4>
|
||
<ul class="text-sm text-gray-600 space-y-1">
|
||
<li>• 动力煤均价950-960元/吨</li>
|
||
<li>• 同比下降10%</li>
|
||
<li>• 火电度电成本下降0.02-0.03元</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-yellow-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-yellow-700 mb-2">需求刚性</h4>
|
||
<ul class="text-sm text-gray-600 space-y-1">
|
||
<li>• 用电量增速6.5%</li>
|
||
<li>• GDP弹性系数1.29</li>
|
||
<li>• 夏季尖峰负荷14.5亿千瓦</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div>
|
||
<h3 class="font-semibold text-lg text-gray-700 mb-3">市场热度与情绪</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<div class="w-2 h-2 bg-red-500 rounded-full mt-2 mr-3 pulse-animation"></div>
|
||
<div>
|
||
<p class="font-medium text-gray-700">新闻热度</p>
|
||
<p class="text-sm text-gray-600">2025年4-7月电力板块涨停潮（华银电力3连板、乐山电力4连板）</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="w-2 h-2 bg-blue-500 rounded-full mt-2 mr-3"></div>
|
||
<div>
|
||
<p class="font-medium text-gray-700">研报共识</p>
|
||
<p class="text-sm text-gray-600">12家券商一致看好火电盈利修复（2024年行业净利润增速20-30%）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-semibold text-lg text-gray-700 mb-3">预期差分析</h3>
|
||
<div class="bg-gray-50 rounded-lg p-4">
|
||
<h4 class="font-medium text-gray-700 mb-2">市场忽略点</h4>
|
||
<ul class="text-sm text-gray-600 space-y-1">
|
||
<li>• <strong>区域分化</strong>：长三角因供需紧平衡，长协电价降幅<1%</li>
|
||
<li>• <strong>辅助服务收入</strong>：皖能电力2023年调峰净收入5000万元</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关键催化剂与未来发展路径 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-full bg-green-100 flex items-center justify-center mr-3">
|
||
<i class="fas fa-rocket text-green-600"></i>
|
||
</div>
|
||
<h2 class="text-2xl font-bold text-gray-800">关键催化剂与未来发展路径</h2>
|
||
</div>
|
||
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div>
|
||
<h3 class="font-semibold text-lg text-gray-700 mb-3">近期催化剂（3-6个月）</h3>
|
||
<div class="space-y-3">
|
||
<div class="border-l-4 border-blue-500 pl-4">
|
||
<h4 class="font-medium text-gray-700">2025年Q3用电高峰</h4>
|
||
<p class="text-sm text-gray-600">若极端天气再现，火电利用小时或突破5300h</p>
|
||
</div>
|
||
<div class="border-l-4 border-green-500 pl-4">
|
||
<h4 class="font-medium text-gray-700">容量电价细则落地</h4>
|
||
<p class="text-sm text-gray-600">2025年各省补偿比例或上调至50%</p>
|
||
</div>
|
||
<div class="border-l-4 border-purple-500 pl-4">
|
||
<h4 class="font-medium text-gray-700">绿电交易扩容</h4>
|
||
<p class="text-sm text-gray-600">内蒙古/江苏试点高耗能企业强制绿电交易</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-semibold text-lg text-gray-700 mb-3">长期路径（2025-2030年）</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-gradient-to-r from-blue-50 to-blue-100 rounded-lg p-4">
|
||
<h4 class="font-medium text-blue-800 mb-1">2025-2027年</h4>
|
||
<p class="text-sm text-gray-700">新型电力系统建设加速，特高压投资6000亿元，抽水蓄能装机达1.2亿千瓦</p>
|
||
</div>
|
||
<div class="bg-gradient-to-r from-green-50 to-green-100 rounded-lg p-4">
|
||
<h4 class="font-medium text-green-800 mb-1">2028-2030年</h4>
|
||
<p class="text-sm text-gray-700">虚拟电厂商业化（2025年装机39GW），新能源消纳率提升至98%+</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司深度剖析 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-full bg-indigo-100 flex items-center justify-center mr-3">
|
||
<i class="fas fa-sitemap text-indigo-600"></i>
|
||
</div>
|
||
<h2 class="text-2xl font-bold text-gray-800">产业链与核心公司深度剖析</h2>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="font-semibold text-lg text-gray-700 mb-3">产业链图谱</h3>
|
||
<div class="flex flex-wrap gap-2">
|
||
<span class="px-3 py-1 bg-blue-100 text-blue-700 rounded-full text-sm">上游：煤炭、设备</span>
|
||
<span class="px-3 py-1 bg-green-100 text-green-700 rounded-full text-sm">中游：火电、水电、核电</span>
|
||
<span class="px-3 py-1 bg-purple-100 text-purple-700 rounded-full text-sm">下游：电网、售电、虚拟电厂</span>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="font-semibold text-lg text-gray-700 mb-3">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">逻辑</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">数据验证</th>
|
||
<th class="px-4 py-3 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>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">皖能电力</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">安徽供需紧平衡+容量电价受益</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">2024年利用小时5200h（全省最高）</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">煤价反弹超预期</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">长江电力</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">水电龙头+高分红（股息率5%+）</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">2024年来水恢复，发电量同比+15%</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">来水波动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">国电南瑞</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">特高压+虚拟电厂技术龙头</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">2024年特高压订单占比90%</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电网投资不及预期</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-full bg-red-100 flex items-center justify-center mr-3">
|
||
<i class="fas fa-exclamation-triangle text-red-600"></i>
|
||
</div>
|
||
<h2 class="text-2xl font-bold text-gray-800">潜在风险与挑战</h2>
|
||
</div>
|
||
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div class="space-y-4">
|
||
<div class="bg-red-50 rounded-lg p-4">
|
||
<h3 class="font-semibold text-red-700 mb-2">技术风险</h3>
|
||
<p class="text-sm text-gray-600">虚拟电厂聚合算法尚未标准化（冀北试点仅覆盖3.7GW，占需求<1%）</p>
|
||
</div>
|
||
<div class="bg-orange-50 rounded-lg p-4">
|
||
<h3 class="font-semibold text-orange-700 mb-2">商业化风险</h3>
|
||
<p class="text-sm text-gray-600">新型储能成本仍高（2024年锂电储能EPC报价1.5元/Wh，回收期>8年）</p>
|
||
</div>
|
||
</div>
|
||
<div class="space-y-4">
|
||
<div class="bg-yellow-50 rounded-lg p-4">
|
||
<h3 class="font-semibold text-yellow-700 mb-2">政策风险</h3>
|
||
<p class="text-sm text-gray-600">容量电价若延迟至2026年后落地，火电盈利修复节奏放缓</p>
|
||
</div>
|
||
<div class="bg-purple-50 rounded-lg p-4">
|
||
<h3 class="font-semibold text-purple-700 mb-2">信息矛盾</h3>
|
||
<p class="text-sm text-gray-600">路演称"新能源装机冲击有限"（2024年装机占比14%），但研报预测2025年风光装机将超50%</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card rounded-xl p-6 mb-8 bg-gradient-to-r from-indigo-500 to-purple-600 text-white">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-full bg-white bg-opacity-20 flex items-center justify-center mr-3">
|
||
<i class="fas fa-trophy text-yellow-300"></i>
|
||
</div>
|
||
<h2 class="text-2xl font-bold">综合结论与投资启示</h2>
|
||
</div>
|
||
|
||
<div class="space-y-4">
|
||
<div class="bg-white bg-opacity-10 rounded-lg p-4">
|
||
<h3 class="font-semibold text-lg mb-2">阶段判断</h3>
|
||
<p class="leading-relaxed">
|
||
电力行业已从"政策预期"进入"盈利验证"阶段，火电是2024-2025年核心主线（煤价下行+容量电价），水电/核电为防御配置（长江电力股息率5%+）。
|
||
</p>
|
||
</div>
|
||
|
||
<div class="grid md:grid-cols-2 gap-4">
|
||
<div class="bg-white bg-opacity-10 rounded-lg p-4">
|
||
<h3 class="font-semibold text-lg mb-2">投资方向</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<span class="text-yellow-300 mr-2">▸</span>
|
||
<span><strong>火电弹性</strong>：皖能电力（安徽供需紧平衡）、华电国际（容量电价高弹性）</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-yellow-300 mr-2">▸</span>
|
||
<span><strong>新型电力系统</strong>：国电南瑞（特高压+虚拟电厂）、南网科技（储能EPC）</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-white bg-opacity-10 rounded-lg p-4">
|
||
<h3 class="font-semibold text-lg mb-2">跟踪指标</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<span class="text-yellow-300 mr-2">▸</span>
|
||
<span><strong>火电</strong>：2025年长协电价签约情况（安徽/江苏是否降幅<1%）</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-yellow-300 mr-2">▸</span>
|
||
<span><strong>新能源</strong>：2025年绿电交易量（目标同比+50%）、储能装机增速</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 股票数据表格 -->
|
||
<div class="card rounded-xl p-6">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-full bg-teal-100 flex items-center justify-center mr-3">
|
||
<i class="fas fa-table text-teal-600"></i>
|
||
</div>
|
||
<h2 class="text-2xl font-bold text-gray-800">关联股票数据</h2>
|
||
</div>
|
||
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">概念</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票名称</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">行业</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产业链</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<!-- 电力(250425) 数据 -->
|
||
<tr class="bg-blue-50">
|
||
<td colspan="5" class="px-4 py-2 font-semibold text-blue-700">电力(250425)</td>
|
||
</tr>
|
||
<tr>
|
||
<td rowspan="13" class="px-4 py-3 text-sm text-gray-600 align-top">变压器</td>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">思源电气</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">变压器</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力设备</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于变压器行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">三变科技</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">变压器</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力设备</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于变压器行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">华明装备</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">变压器</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力设备</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于变压器行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">伊戈尔</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">变压器</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力设备</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于变压器行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">昂辉科技</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">变压器</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力设备</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于变压器行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">扬电科技</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">变压器</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力设备</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于变压器行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">明阳电气</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">变压器</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力设备</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于变压器行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">特变电工</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">变压器</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力设备</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于变压器行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">保变电气</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">变压器</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力设备</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于变压器行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">中国西电</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">变压器</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力设备</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于变压器行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">江苏华辰</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">变压器</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力设备</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于变压器行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">金盘科技</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">变压器</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力设备</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于变压器行业</td>
|
||
</tr>
|
||
|
||
<!-- 绝缘子 -->
|
||
<tr>
|
||
<td rowspan="2" class="px-4 py-3 text-sm text-gray-600 align-top">绝缘子</td>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">大连电瓷</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">绝缘子</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力设备</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于绝缘子行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">神马电力</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">绝缘子</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力设备</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于绝缘子行业</td>
|
||
</tr>
|
||
|
||
<!-- 智能电表 -->
|
||
<tr>
|
||
<td rowspan="9" class="px-4 py-3 text-sm text-gray-600 align-top">智能电表</td>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">科陆电子</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">智能电表</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力设备</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于智能电表行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">九洲集团</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">智能电表</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力设备</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于智能电表行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">炬华科技</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">智能电表</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力设备</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于智能电表行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">迦南智能</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">智能电表</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力设备</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于智能电表行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">林洋能源</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">智能电表</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力设备</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于智能电表行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">万胜智能</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">智能电表</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力设备</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于智能电表行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">三星医疗</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">智能电表</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力设备</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于智能电表行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">海兴电力</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">智能电表</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力设备</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于智能电表行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">西力科技</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">智能电表</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力设备</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于智能电表行业</td>
|
||
</tr>
|
||
|
||
<!-- 火电 -->
|
||
<tr>
|
||
<td rowspan="9" class="px-4 py-3 text-sm text-gray-600 align-top">火电</td>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">皖能电力</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">火电</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力运营</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于火电行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">赣能股份</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">火电</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力运营</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于火电行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">华能国际</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">火电</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力运营</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于火电行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">上海电力</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">火电</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力运营</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于火电行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">华电国际</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">火电</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力运营</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于火电行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">华银电力</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">火电</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力运营</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于火电行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">国电电力</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">火电</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力运营</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于火电行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">内蒙华电</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">火电</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力运营</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于火电行业</td>
|
||
</tr>
|
||
|
||
<!-- 水电 -->
|
||
<tr>
|
||
<td rowspan="11" class="px-4 py-3 text-sm text-gray-600 align-top">水电</td>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">甘肃能源</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">水电</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力运营</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于水电行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">闽东电力</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">水电</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力运营</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于水电行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">黔源电力</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">水电</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力运营</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于水电行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">华能水电</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">水电</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力运营</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于水电行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">桂冠电力</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">水电</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力运营</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于水电行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">明星电力</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">水电</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力运营</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于水电行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">西昌电力</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">水电</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力运营</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于水电行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">三峡能源</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">水电</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力运营</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于水电行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">乐山电力</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">水电</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力运营</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于水电行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">长江电力</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">水电</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力运营</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于水电行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">广安爱众</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">水电</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力运营</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">属于水电行业</td>
|
||
</tr>
|
||
|
||
<!-- 电力电网（240513） 数据 -->
|
||
<tr class="bg-green-50">
|
||
<td colspan="5" class="px-4 py-2 font-semibold text-green-700">电力电网（240513）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 text-sm text-gray-600">-</td>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">电科院</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">输配电电器、核电电器、机床电器、船用电器</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">行业催化：西门子、伊顿等海外电力设备龙头订单高速增长，验证海外电力设备高景气度。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 text-sm text-gray-600">-</td>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">明阳电气</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">箱式变电站、成套开关设备、变压器</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">行业催化：西门子、伊顿等海外电力设备龙头订单高速增长，验证海外电力设备高景气度。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 text-sm text-gray-600">-</td>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">威腾电气</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">母线产品</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">行业催化：西门子、伊顿等海外电力设备龙头订单高速增长，验证海外电力设备高景气度。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 text-sm text-gray-600">-</td>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">甘肃能源</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">电力产品</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">行业催化：西门子、伊顿等海外电力设备龙头订单高速增长，验证海外电力设备高景气度。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 text-sm text-gray-600">-</td>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">海兴电力</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">智能用电产品、智能配电产品</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-sm text-gray-600">行业催化：西门子、伊顿等海外电力设备龙头订单高速增长，验证海外电力设备高景气度。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</body>
|
||
</html>
|
||
``` |