421 lines
28 KiB
HTML
421 lines
28 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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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=1.0">
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<title>铜 (Copper) - 深度投研报告</title>
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<!-- Tailwind CSS & DaisyUI -->
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.tailwindcss.com"></script>
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<!-- Alpine.js -->
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<!-- ECharts -->
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<!-- Google Fonts for FUI style -->
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<link rel="preconnect" href="https://fonts.googleapis.com">
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<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;700&family=Roboto+Mono:wght@300;400;500&display=swap" rel="stylesheet">
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<style>
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:root {
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--glow-color: hsl(180, 100%, 50%);
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--glow-color-alt: hsl(290, 100%, 60%);
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--copper-color: #e67e22;
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}
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body {
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font-family: 'Inter', sans-serif;
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background-color: #010409;
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color: #e6edf3;
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overflow-x: hidden;
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position: relative;
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}
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.font-mono {
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font-family: 'Roboto Mono', monospace;
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}
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/* Deep Space Background & James Turrell inspired lighting */
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body::before {
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content: '';
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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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background: radial-gradient(circle at 30% 20%, rgba(20, 80, 150, 0.2), transparent 40%),
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radial-gradient(circle at 70% 80%, rgba(120, 40, 180, 0.2), transparent 40%),
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#010409;
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animation: pulse-light 20s infinite ease-in-out;
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}
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@keyframes pulse-light {
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0% { background: radial-gradient(circle at 30% 20%, rgba(20, 80, 150, 0.2), transparent 40%), radial-gradient(circle at 70% 80%, rgba(120, 40, 180, 0.2), transparent 40%), #010409; }
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50% { background: radial-gradient(circle at 80% 30%, rgba(20, 80, 150, 0.25), transparent 45%), radial-gradient(circle at 20% 70%, rgba(120, 40, 180, 0.25), transparent 45%), #010409; }
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100% { background: radial-gradient(circle at 30% 20%, rgba(20, 80, 150, 0.2), transparent 40%), radial-gradient(circle at 70% 80%, rgba(120, 40, 180, 0.2), transparent 40%), #010409; }
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}
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/* Glassmorphism Card Style */
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.glass-card {
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background: rgba(16, 18, 27, 0.5);
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-webkit-backdrop-filter: blur(16px);
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backdrop-filter: blur(16px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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transition: all 0.3s ease;
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}
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.glass-card:hover {
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background: rgba(24, 27, 40, 0.6);
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border-color: rgba(255, 255, 255, 0.2);
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box-shadow: 0 0 30px rgba(0, 191, 255, 0.1);
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}
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/* Custom Title Glow */
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.title-glow {
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text-shadow: 0 0 8px var(--glow-color), 0 0 16px var(--glow-color), 0 0 24px var(--glow-color);
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}
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.title-glow-alt {
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text-shadow: 0 0 8px var(--glow-color-alt), 0 0 16px var(--glow-color-alt);
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}
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/* Scrollbar styling */
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::-webkit-scrollbar {
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width: 8px;
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}
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::-webkit-scrollbar-track {
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background: rgba(255, 255, 255, 0.05);
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}
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::-webkit-scrollbar-thumb {
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background: rgba(0, 191, 255, 0.5);
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border-radius: 4px;
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}
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::-webkit-scrollbar-thumb:hover {
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background: rgba(0, 191, 255, 0.8);
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}
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/* Custom list styles */
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.insight-list li {
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position: relative;
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padding-left: 1.5rem;
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margin-bottom: 0.75rem;
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}
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.insight-list li::before {
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content: '⏵';
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position: absolute;
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left: 0;
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top: 1px;
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color: var(--glow-color);
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font-size: 0.9rem;
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text-shadow: 0 0 5px var(--glow-color);
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}
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</style>
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</head>
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<body class="min-h-screen p-4 sm:p-6 lg:p-8">
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<div class="max-w-7xl mx-auto space-y-8">
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<!-- Header -->
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<header class="text-center py-8">
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<h1 class="text-4xl sm:text-5xl lg:text-6xl font-bold tracking-wider title-glow">
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概念深度解析：铜 (Copper)
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</h1>
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<p class="mt-4 text-sm text-gray-400 font-mono">
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北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现<br>本报告为AI合成数据，投资需谨慎。
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</p>
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</header>
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<!-- Main Content Grid -->
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<div class="grid grid-cols-1 lg:grid-cols-3 gap-6">
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<!-- Insight Section (Large component) -->
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<div class="lg:col-span-3 glass-card rounded-3xl p-6 md:p-8">
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<h2 class="text-2xl font-bold mb-4 text-cyan-300 title-glow">【概念INSIGHT：铜】</h2>
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<div class="space-y-6 text-gray-300">
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<div>
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<h3 class="font-semibold text-lg text-fuchsia-400 mb-2">0. 概念事件</h3>
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<p>铜，作为“工业之母”，其价格和供需格局正经历一场由传统周期性向结构性转变的深刻变革。本次分析的核心背景是全球铜市场正面临<strong class="text-cyan-400">供给端的持续扰动</strong>与<strong class="text-fuchsia-400">需求端的新旧动能转换</strong>两大主线交织的复杂局面。近期关键催化事件包括全球主要铜矿下调产量指引、铜精矿加工费(TC/RC)暴跌、美国加征关税预期扰动全球库存，以及AI算力爆发带来的新兴铜连接技术需求。</p>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-cyan-400 mb-2">1. 核心观点摘要</h3>
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<p>铜概念正处于一个由<strong class="text-cyan-400">供给刚性</strong>和<strong class="text-fuchsia-400">需求结构性增长</strong>共同驱动的、基本面驱动的长期牛市初期。其核心驱动力已从传统的宏观经济周期，转变为由能源转型和AI技术革命带来的<strong class="text-yellow-300">结构性供需错配</strong>。当前市场的主要矛盾在于，上游矿产资源的极度稀缺性与中游冶炼环节因加工费暴跌而承压的“冰火两重天”格局，预示着产业链利润将持续向上游矿端集中。</p>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-fuchsia-400 mb-2">2. 核心逻辑与市场认知分析</h3>
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<ul class="insight-list">
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<li><strong>供给端的“硬约束”：</strong> 这是本轮铜价上涨最坚实的底层逻辑。全球铜矿资本开支长期不足、存量矿山问题频发（矿难、罢工、复产低于预期）、增量供给严重不足，共同构成了确定性的供给收缩趋势。新闻预测2026年全球铜供应0增长或将重现，瑞银预测2024年全球铜市场将出现超过30万吨的逆差。</li>
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<li><strong>需求端的“双引擎”：</strong>
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<ul class="pl-6 mt-2 space-y-2 border-l border-cyan-500/30">
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<li><strong class="text-cyan-300">绿色能源 (基石需求)：</strong> 能源转型驱动2024-2030年铜需求年增4-5%，电动车用铜量是传统车的4倍，这是长期、稳定且巨大的需求增量。</li>
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<li><strong class="text-fuchsia-300">AI算力 (弹性需求)：</strong> 市场最新认知。CPC（共封装铜互连）技术因其低功耗、低成本优势，为铜需求打开了新的想象空间。AI发展预计2025年将为铜需求带来20万吨增量。</li>
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</ul>
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</li>
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<li><strong>市场热度与情绪：</strong> 市场热度极高，情绪整体<strong class="text-yellow-300">极度乐观，但伴随高波动</strong>。激进的价格预测与券商频繁的加仓建议并存，但美国关税政策波折也显示出市场情绪易受宏观事件冲击。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-cyan-400 mb-2">3. 预期差分析</h3>
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<ul class="insight-list">
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<li><strong>预期差一（产业链利润分配）：</strong> 市场可能高估了所有“铜企”的受益程度。产业链内部利润分配极不均衡，<strong class="text-yellow-300">矿端（资源为王）</strong>和<strong class="text-red-400">冶炼端（加工费决定生死）</strong>差异巨大。拥有自有矿山、自给率高的公司是核心受益者，纯冶炼企业则面临巨大成本压力。</li>
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<li><strong>预期差二（新需求落地速度）：</strong> 市场可能低估了AI新需求的落地速度和确定性。CPC铜连接技术的技术突破和算力巨头的资本开支表明，这部分需求增量可能比预期来得更快、更猛。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-fuchsia-400 mb-2">4. 产业链与核心公司深度剖析</h3>
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<p class="mb-2">产业链利润向上游矿端高度集中。核心玩家分化明显：</p>
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<ul class="insight-list">
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<li><strong>江西铜业 (综合性龙头)：</strong> 拥有国内成本最低、产量最大的德兴铜矿，矿山贡献80%毛利，直接受益。冶炼端通过长单锁定加工费，有效抵御风险。</li>
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<li><strong>云南铜业 (冶炼为主，弹性看注入)：</strong> 自给率极低，业绩与TC/RC高度负相关，当前利润承压。核心看点在于大股东中铝的资产注入预期，尤其是西藏金龙矿业。</li>
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<li><strong>铜冠铜箔 (下游技术突破)：</strong> 独立成长逻辑。核心驱动力是AI服务器带来的高端PCB铜箔(HVLP)需求爆发和国产替代，属于“铜基新材料”的科技成长股。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-red-400 mb-2">5. 潜在风险与挑战</h3>
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<ul class="insight-list">
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<li><strong class="text-red-400">宏观经济风险：</strong> 若全球经济陷入深度衰退，传统工业需求下滑可能难以完全对冲结构性增长。</li>
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<li><strong class="text-red-400">供给端超预期恢复：</strong> 如巴拿马铜矿早于预期复产，可能短期打压市场情绪。</li>
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<li><strong class="text-red-400">政策风险：</strong> 主要资源国的矿业政策变动是长期不确定性。</li>
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<li><strong class="text-red-400">信息交叉验证风险：</strong> 行业组织呼吁减产，但龙头企业暂不减产，表明行业应对策略存在内部分歧，减产的实际规模和节奏存疑。</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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<!-- Bento Grid for key data points -->
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<div class="glass-card rounded-3xl p-6 md:p-8">
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<h3 class="text-xl font-bold mb-4 text-cyan-300">宏观供需展望</h3>
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<p class="text-sm text-gray-400 mb-4">全球铜矿供给陷入收缩，而需求端受能源转型和AI双轮驱动，结构性短缺格局确立。</p>
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<div id="supply-demand-chart" class="w-full h-64"></div>
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</div>
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<div class="glass-card rounded-3xl p-6 md:p-8">
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<h3 class="text-xl font-bold mb-4 text-fuchsia-400">机构价格预测 (美元/吨)</h3>
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<p class="text-sm text-gray-400 mb-4">市场对铜价未来中枢上移形成共识，预测普遍乐观，但区间跨度较大。</p>
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<div id="price-forecast-chart" class="w-full h-64"></div>
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</div>
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<div class="glass-card rounded-3xl p-6 md:p-8">
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<h3 class="text-xl font-bold mb-4" style="color:var(--copper-color);">冶炼加工费(TC)趋势</h3>
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<p class="text-sm text-gray-400 mb-4">TC/RC费用暴跌至历史低位，甚至出现负值，直观反映上游矿端极度紧张，利润向上游集中。</p>
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<div id="tc-fee-chart" class="w-full h-64"></div>
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</div>
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<!-- Supporting Evidence Section with Tabs -->
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<div class="lg:col-span-3 glass-card rounded-3xl p-6 md:p-8" x-data="{ tab: 'news' }">
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<div class="tabs tabs-boxed bg-black/20 mb-6">
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<a class="tab" :class="{ 'tab-active !bg-cyan-500 !text-black': tab === 'news' }" @click.prevent="tab = 'news'">新闻摘要</a>
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<a class="tab" :class="{ 'tab-active !bg-fuchsia-500 !text-black': tab === 'roadshow' }" @click.prevent="tab = 'roadshow'">路演精粹</a>
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<a class="tab" :class="{ 'tab-active !bg-yellow-400 !text-black': tab === 'research' }" @click.prevent="tab = 'research'">研报观点</a>
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</div>
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<div class="text-gray-300 min-h-[300px]">
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<!-- News Tab -->
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<div x-show="tab === 'news'" x-transition>
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<ul class="space-y-3 insight-list">
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<li><strong>长期缺口预测:</strong> 预计到2030年，铜将有400万吨缺口，即使考虑替代率仍有100万吨缺口。</li>
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<li><strong>全球供给收缩:</strong> 主要矿企下调产量指引，存量项目（矿难）和增量项目（尾矿库受阻）均面临扰动。预计2026年铜供应0增长或将重现。</li>
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<li><strong>需求端分析:</strong> 中国需求强劲，电网投资及全球AI发展（明年需求+20万吨）推动需求稳健增长。</li>
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<li><strong>美国关税扰动:</strong> 美国加征50%关税预期导致全球库存向美国“搬家”，加剧非美地区紧张。但最终政策力度不及预期，导致价格剧烈波动。</li>
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<li><strong>技术驱动:</strong> CPC（共封装铜互连）技术相比CPO功耗低30%、成本降50%，为铜在AI算力领域打开新空间。沃尔核材已实现224G铜缆突破。</li>
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</ul>
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</div>
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<!-- Roadshow Tab -->
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<div x-show="tab === 'roadshow'" x-transition>
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<ul class="space-y-3 insight-list">
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<li><strong>江西铜业 (逻辑清晰):</strong> 拥有低成本德兴铜矿(年产15万吨)，矿山贡献80%毛利。90%原料供应享受80美元/吨长单TC价，短期影响有限。战略聚焦海外资源并购。</li>
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<li><strong>云南铜业 (依赖注入):</strong> 自有矿产量低，冶炼产能大(135万吨)，业绩受TC/RC下跌严重挤压。核心逻辑是中铝集团的资产注入预期（如西藏金龙矿业）。</li>
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<li><strong>南方铜业 (低成本巨头):</strong> 拥有全球成本最低、储量最高的矿山之一。强调能源转型将驱动2024-2030年铜需求年增4-5%。</li>
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<li><strong>铜冠铜箔 (技术驱动):</strong> PCB领域高频高速铜箔占比提升至30%以上，加工费超6万元，远高于普通产品，逐步替代日韩。</li>
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</ul>
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</div>
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<!-- Research Tab -->
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<div x-show="tab === 'research'" x-transition>
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<ul class="space-y-3 insight-list">
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<li><strong>供需格局:</strong> 瑞银预计2024年全球铜市场将出现超30万吨逆差，并上调2025/2026年铜价预测。</li>
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<li><strong>产业链利润:</strong> 民生证券指出，铜精矿加工费大幅下跌对冶炼端利润冲击显著，但拥有矿产资源的企业（如铜陵有色）因铜价上涨，整体业绩增长。</li>
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<li><strong>长期趋势:</strong> 江西铜业研报认为，铜矿长期资本开支不足，新能源为铜需求注入长期成长性，未来铜价中枢有望不断抬升。</li>
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<li><strong>下游应用:</strong> 铜冠铜箔研报指出，锂电铜箔加工费触底回升，而AI服务器需求带动的高频高速PCB铜箔成为公司业绩增长的关键。</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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<!-- Rise Analysis -->
|
||
<div class="lg:col-span-3 glass-card rounded-3xl p-6 md:p-8">
|
||
<h2 class="text-2xl font-bold mb-4 text-yellow-300 title-glow-alt">涨幅异动分析</h2>
|
||
<div class="grid md:grid-cols-2 gap-6 text-gray-300">
|
||
<div class="border border-yellow-400/30 rounded-2xl p-4">
|
||
<h3 class="font-bold text-lg mb-2 text-yellow-400">铜冠铜箔 (301217) - 涨幅12.91%</h3>
|
||
<p class="text-sm font-mono mb-2">2025-07-08</p>
|
||
<ul class="insight-list text-sm">
|
||
<li><strong>业绩拐点:</strong> Q2业绩拐点确认，高端产品(HVLP)供不应求，订单排至8月后。</li>
|
||
<li><strong>行业驱动:</strong> AI服务器升级带动高端PCB铜箔需求，国产替代加速。</li>
|
||
<li><strong>盈利能力:</strong> HVLP 3以上产品报价超10万元/吨，单吨盈利数万元，盈利能力极强。</li>
|
||
<li><strong>产能转换:</strong> 2万吨锂电产能转产高端PCB，锂电业务逐步减亏。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="border border-yellow-400/30 rounded-2xl p-4">
|
||
<h3 class="font-bold text-lg mb-2 text-yellow-400">铜冠矿建 (920019) - 涨幅5.62%</h3>
|
||
<p class="text-sm font-mono mb-2">2025-07-24</p>
|
||
<ul class="insight-list text-sm">
|
||
<li><strong>行业利好:</strong> 铜基本面底部确立，国内库存连续去化，铜价上涨预期增强。</li>
|
||
<li><strong>关联带动:</strong> 关联公司铜冠铜箔当日20cm涨停，形成明显带动效应。</li>
|
||
<li><strong>板块效应:</strong> 有色金属板块当日获主力资金净流入超60亿元。</li>
|
||
<li><strong>提价预期:</strong> 台湾铜箔企业金居RTF产品提价14%，市场预期铜冠铜箔有望跟进。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Stock List -->
|
||
<div class="lg:col-span-3 glass-card rounded-3xl p-6 md:p-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-center text-cyan-300 title-glow">核心标的池</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
|
||
<div>
|
||
<h3 class="font-semibold text-lg mb-4 text-fuchsia-400">上游资源：铜矿</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-sm bg-transparent">
|
||
<thead class="text-cyan-300"><tr><th>股票名称</th><th>股票代码</th><th>地域</th></tr></thead>
|
||
<tbody class="font-mono text-gray-300">
|
||
<tr><td>紫金矿业</td><td><a href="https://valuefrontier.cn/company?scode=601899" target="_blank" class="hover:text-cyan-300">601899</a></td><td>国内/国外</td></tr>
|
||
<tr><td>洛阳钼业</td><td><a href="https://valuefrontier.cn/company?scode=603993" target="_blank" class="hover:text-cyan-300">603993</a></td><td>国外</td></tr>
|
||
<tr><td>江西铜业</td><td><a href="https://valuefrontier.cn/company?scode=600362" target="_blank" class="hover:text-cyan-300">600362</a></td><td>国内</td></tr>
|
||
<tr><td>西部矿业</td><td><a href="https://valuefrontier.cn/company?scode=601168" target="_blank" class="hover:text-cyan-300">601168</a></td><td>国内</td></tr>
|
||
<tr><td>铜陵有色</td><td><a href="https://valuefrontier.cn/company?scode=000630" target="_blank" class="hover:text-cyan-300">000630</a></td><td>国内</td></tr>
|
||
<tr><td>金诚信</td><td><a href="https://valuefrontier.cn/company?scode=603979" target="_blank" class="hover:text-cyan-300">603979</a></td><td>国外</td></tr>
|
||
<tr><td>北方铜业</td><td><a href="https://valuefrontier.cn/company?scode=000737" target="_blank" class="hover:text-cyan-300">000737</a></td><td>国内</td></tr>
|
||
<tr><td>云南铜业</td><td><a href="https://valuefrontier.cn/company?scode=000878" target="_blank" class="hover:text-cyan-300">000878</a></td><td>国内</td></tr>
|
||
<tr><td>藏格矿业</td><td><a href="https://valuefrontier.cn/company?scode=000408" target="_blank" class="hover:text-cyan-300">000408</a></td><td>国内</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-semibold text-lg mb-4 text-yellow-400">中下游：冶炼加工 & 铜产品</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-sm bg-transparent">
|
||
<thead class="text-yellow-400"><tr><th>股票名称</th><th>股票代码</th><th>细分领域</th></tr></thead>
|
||
<tbody class="font-mono text-gray-300">
|
||
<tr><td>飞南资源</td><td><a href="https://valuefrontier.cn/company?scode=301500" target="_blank" class="hover:text-yellow-400">301500</a></td><td>电解铜</td></tr>
|
||
<tr><td>鹏欣资源</td><td><a href="https://valuefrontier.cn/company?scode=600490" target="_blank" class="hover:text-yellow-400">600490</a></td><td>电解铜</td></tr>
|
||
<tr><td>寒锐钴业</td><td><a href="https://valuefrontier.cn/company?scode=300618" target="_blank" class="hover:text-yellow-400">300618</a></td><td>电解铜</td></tr>
|
||
<tr><td>博威合金</td><td><a href="https://valuefrontier.cn/company?scode=601137" target="_blank" class="hover:text-yellow-400">601137</a></td><td>铜产品</td></tr>
|
||
<tr><td>楚江新材</td><td><a href="https://valuefrontier.cn/company?scode=002171" target="_blank" class="hover:text-yellow-400">002171</a></td><td>铜产品</td></tr>
|
||
<tr><td>电工合金</td><td><a href="https://valuefrontier.cn/company?scode=300697" target="_blank" class="hover:text-yellow-400">300697</a></td><td>铜产品</td></tr>
|
||
<tr><td>精艺股份</td><td><a href="https://valuefrontier.cn/company?scode=002295" target="_blank" class="hover:text-yellow-400">002295</a></td><td>铜产品</td></tr>
|
||
<tr><td>众源新材</td><td><a href="https://valuefrontier.cn/company?scode=603527" target="_blank" class="hover:text-yellow-400">603527</a></td><td>铜产品</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script type="text/javascript">
|
||
// --- ECharts Initialization ---
|
||
|
||
// 1. Supply Demand Chart
|
||
var supplyDemandChart = echarts.init(document.getElementById('supply-demand-chart'));
|
||
var supplyDemandOption = {
|
||
tooltip: { trigger: 'axis', backgroundColor: 'rgba(0,0,0,0.7)', borderColor: '#333', textStyle: { color: '#fff' } },
|
||
grid: { left: '3%', right: '4%', bottom: '3%', containLabel: true },
|
||
xAxis: { type: 'category', data: ['2023', '2024 (E)', '2025 (E)'], axisLine: { lineStyle: { color: '#888' } } },
|
||
yAxis: { type: 'value', name: '万吨', axisLine: { lineStyle: { color: '#888' } }, splitLine: { lineStyle: { color: 'rgba(255,255,255,0.1)' } } },
|
||
series: [{
|
||
name: '全球精炼铜供需',
|
||
type: 'bar',
|
||
data: [28, -21, -30],
|
||
itemStyle: {
|
||
color: (params) => params.value > 0 ? '#10b981' : '#ef4444'
|
||
},
|
||
label: { show: true, position: 'top', formatter: '{c} 万吨' }
|
||
}],
|
||
textStyle: { color: '#e6edf3' }
|
||
};
|
||
supplyDemandChart.setOption(supplyDemandOption);
|
||
|
||
// 2. Price Forecast Chart
|
||
var priceForecastChart = echarts.init(document.getElementById('price-forecast-chart'));
|
||
var priceForecastOption = {
|
||
tooltip: { trigger: 'item', backgroundColor: 'rgba(0,0,0,0.7)', borderColor: '#333', textStyle: { color: '#fff' } },
|
||
grid: { left: '3%', right: '10%', bottom: '3%', containLabel: true },
|
||
xAxis: { type: 'value', boundaryGap: [0, 0.01], axisLine: { lineStyle: { color: '#888' } }, splitLine: { show: false } },
|
||
yAxis: {
|
||
type: 'category',
|
||
data: ['瑞银(26年)', '知名多头', '券商(Q4高点)', '券商(26年高点)'],
|
||
axisLine: { lineStyle: { color: '#888' } }
|
||
},
|
||
series: [{
|
||
name: '预测价格',
|
||
type: 'bar',
|
||
data: [10500, 13000, 12000, 15000],
|
||
itemStyle: {
|
||
borderRadius: [0, 5, 5, 0],
|
||
color: new echarts.graphic.LinearGradient(1, 0, 0, 0, [
|
||
{ offset: 0, color: '#833ab4' },
|
||
{ offset: 0.5, color: '#fd1d1d' },
|
||
{ offset: 1, color: '#fcb045' }
|
||
])
|
||
},
|
||
label: { show: true, position: 'right', formatter: '${c}' }
|
||
}],
|
||
textStyle: { color: '#e6edf3' }
|
||
};
|
||
priceForecastChart.setOption(priceForecastOption);
|
||
|
||
// 3. TC Fee Chart
|
||
var tcFeeChart = echarts.init(document.getElementById('tc-fee-chart'));
|
||
var tcFeeOption = {
|
||
tooltip: { trigger: 'axis', backgroundColor: 'rgba(0,0,0,0.7)', borderColor: '#333', textStyle: { color: '#fff' } },
|
||
grid: { left: '3%', right: '4%', bottom: '3%', containLabel: true },
|
||
xAxis: {
|
||
type: 'category',
|
||
boundaryGap: false,
|
||
data: ['2023初', '2023末', '2024 Q1', '2024现货', '谈判报价'],
|
||
axisLine: { lineStyle: { color: '#888' } }
|
||
},
|
||
yAxis: { type: 'value', name: '美元/吨', axisLine: { lineStyle: { color: '#888' } }, splitLine: { lineStyle: { color: 'rgba(255,255,255,0.1)' } } },
|
||
series: [{
|
||
name: '铜精矿TC费用',
|
||
type: 'line',
|
||
smooth: true,
|
||
data: [62, 90, 30, 1.06, -15],
|
||
symbol: 'circle',
|
||
symbolSize: 8,
|
||
areaStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{
|
||
offset: 0, color: 'rgba(230, 126, 34, 0.5)'
|
||
}, {
|
||
offset: 1, color: 'rgba(230, 126, 34, 0)'
|
||
}])
|
||
},
|
||
itemStyle: { color: '#e67e22' },
|
||
lineStyle: { width: 3, shadowColor: 'rgba(230, 126, 34, 0.5)', shadowBlur: 10 }
|
||
}],
|
||
textStyle: { color: '#e6edf3' }
|
||
};
|
||
tcFeeChart.setOption(tcFeeOption);
|
||
|
||
// Resize charts on window resize
|
||
window.addEventListener('resize', function () {
|
||
supplyDemandChart.resize();
|
||
priceForecastChart.resize();
|
||
tcFeeChart.resize();
|
||
});
|
||
</script>
|
||
|
||
</body>
|
||
</html> |