733 lines
32 KiB
HTML
733 lines
32 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>制冷剂行业洞察报告</title>
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
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<!-- Font Awesome Icons -->
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- Tailwind CSS -->
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<!-- DaisyUI -->
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/themes.css" rel="stylesheet" type="text/css" />
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<style>
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body {
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font-family: 'Inter', sans-serif;
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background: linear-gradient(135deg, #f5f7fa 0%, #c3cfe2 100%);
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min-height: 100vh;
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position: relative;
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overflow-x: hidden;
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}
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.gradient-card {
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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box-shadow: 0 10px 30px rgba(0, 0, 0, 0.1);
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}
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.glass-card {
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background: rgba(255, 255, 255, 0.85);
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backdrop-filter: blur(10px);
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border: 1px solid rgba(255, 255, 255, 0.18);
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box-shadow: 0 8px 32px 0 rgba(31, 38, 135, 0.15);
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}
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.timeline-dot {
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width: 16px;
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height: 16px;
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background-color: #667eea;
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border-radius: 50%;
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position: absolute;
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left: -8px;
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top: 6px;
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}
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.timeline-line {
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width: 2px;
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background-color: #e2e8f0;
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position: absolute;
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left: -1px;
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top: 22px;
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bottom: 0;
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}
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.highlight-text {
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background: linear-gradient(120deg, #a8edea 0%, #fed6e3 100%);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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font-weight: 700;
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}
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.table-container {
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overflow-x: auto;
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}
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.table-container::-webkit-scrollbar {
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height: 8px;
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}
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.table-container::-webkit-scrollbar-track {
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background: #f1f1f1;
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border-radius: 10px;
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}
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.table-container::-webkit-scrollbar-thumb {
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background: #888;
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border-radius: 10px;
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}
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.table-container::-webkit-scrollbar-thumb:hover {
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background: #555;
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}
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#particles-js {
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position: fixed;
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width: 100%;
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height: 100%;
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top: 0;
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left: 0;
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z-index: -1;
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}
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.stock-tag {
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display: inline-block;
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padding: 2px 8px;
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border-radius: 12px;
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font-size: 0.75rem;
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font-weight: 600;
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}
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.industry-tag {
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background-color: #dbeafe;
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color: #1e40af;
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}
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.category-tag {
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background-color: #dcfce7;
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color: #166534;
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}
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.chain-tag {
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background-color: #fef3c7;
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color: #92400e;
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}
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@media (max-width: 768px) {
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.timeline-dot {
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left: -6px;
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width: 12px;
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height: 12px;
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}
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.timeline-line {
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left: 0;
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}
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}
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</style>
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</head>
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<body>
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold text-gray-800 mb-4">制冷剂行业洞察报告</h1>
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<p class="text-lg text-gray-600 max-w-3xl mx-auto">配额制驱动的供给侧改革与四代替代技术瓶颈下的超级周期起点</p>
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</div>
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<!-- 概念事件部分 -->
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<div class="glass-card rounded-2xl p-6 mb-8">
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<div class="flex items-center mb-4">
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<div class="w-10 h-10 rounded-full bg-indigo-500 flex items-center justify-center mr-3">
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<i class="fas fa-calendar-alt text-white"></i>
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</div>
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<h2 class="text-2xl font-bold text-gray-800">概念事件</h2>
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</div>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-lg font-semibold text-gray-700 mb-3">背景与催化事件</h3>
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<ul class="space-y-2 text-gray-600">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-indigo-500 mt-1 mr-2"></i>
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<span><span class="font-semibold">2024年1月</span>：中国正式实施三代制冷剂（HFCs）配额冻结</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-indigo-500 mt-1 mr-2"></i>
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<span><span class="font-semibold">2025年</span>：二代制冷剂（HCFCs）配额削减至基线值67.5%</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-indigo-500 mt-1 mr-2"></i>
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<span><span class="font-semibold">2025年6月</span>：R32价格突破<span class="highlight-text">5万元/吨</span>，创历史新高</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-indigo-500 mt-1 mr-2"></i>
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<span>政策端：生态环境部明确2025年R32增发4.5万吨缓解缺口</span>
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</li>
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</ul>
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</div>
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<div>
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<h3 class="text-lg font-semibold text-gray-700 mb-3">时间轴</h3>
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<div class="relative pl-6">
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<div class="timeline-line"></div>
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<div class="space-y-4">
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<h4 class="font-semibold text-gray-800">2020-2022</h4>
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<p class="text-sm text-gray-600">配额基线年，企业抢产 → 供给过剩，价格底部</p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<h4 class="font-semibold text-gray-800">2024Q1</h4>
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<p class="text-sm text-gray-600">配额正式执行 → 价格启动（R32+70%）</p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<h4 class="font-semibold text-gray-800">2024Q4</h4>
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<p class="text-sm text-gray-600">库存见底，出口回暖 → 内外贸价差收敛</p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<h4 class="font-semibold text-gray-800">2025H1</h4>
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<p class="text-sm text-gray-600">二代削减+空调旺季 → 供需缺口扩大，价格加速</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="gradient-card rounded-2xl p-6 mb-8 text-white">
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<div class="flex items-center mb-4">
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<div class="w-10 h-10 rounded-full bg-white bg-opacity-20 flex items-center justify-center mr-3">
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<i class="fas fa-lightbulb"></i>
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</div>
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<h2 class="text-2xl font-bold">核心观点摘要</h2>
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</div>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-white bg-opacity-20 rounded-xl p-4">
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<h3 class="font-semibold mb-2">当前阶段</h3>
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<p class="text-sm">制冷剂行业处于<span class="font-bold">"供给硬约束+需求刚性"</span>驱动的<span class="font-bold">基本面主升浪初期</span>，价格弹性远超2013年二代配额周期</p>
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</div>
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<div class="bg-white bg-opacity-20 rounded-xl p-4">
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<h3 class="font-semibold mb-2">核心驱动力</h3>
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<p class="text-sm">配额制导致<span class="font-bold">供给不可逆收缩</span>（2025年三代总配额78.9万吨 vs 需求缺口<span class="font-bold">5-7万吨</span>）</p>
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</div>
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<div class="bg-white bg-opacity-20 rounded-xl p-4">
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<h3 class="font-semibold mb-2">未来潜力</h3>
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<p class="text-sm">龙头公司盈利已进入<span class="font-bold">"量价齐升"</span>通道，2025年利润有望较2024年翻倍，估值仍处历史低位</p>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="glass-card rounded-2xl p-6 mb-8">
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<div class="flex items-center mb-4">
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<div class="w-10 h-10 rounded-full bg-indigo-500 flex items-center justify-center mr-3">
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<i class="fas fa-chart-line text-white"></i>
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</div>
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<h2 class="text-2xl font-bold text-gray-800">核心逻辑与市场认知分析</h2>
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</div>
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-6">
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<div>
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<h3 class="text-lg font-semibold text-gray-700 mb-3">核心驱动力</h3>
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<div class="space-y-4">
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<div class="bg-blue-50 rounded-lg p-4">
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<h4 class="font-semibold text-blue-800 mb-2">供给端</h4>
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<ul class="space-y-2 text-sm text-gray-700">
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<li>• <span class="font-semibold">配额刚性</span>：2025年三代制冷剂总配额78.9万吨（较2024年+4.6万吨）</li>
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<li>• R32需求缺口达<span class="font-bold text-red-600">2.75万吨</span>（2027年缺口或扩大至5万吨）</li>
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<li>• <span class="font-semibold">集中度提升</span>：CR5企业配额占比81%，龙头掌握定价权</li>
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</ul>
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</div>
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<div class="bg-green-50 rounded-lg p-4">
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<h4 class="font-semibold text-green-800 mb-2">需求端</h4>
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<ul class="space-y-2 text-sm text-gray-700">
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<li>• <span class="font-semibold">空调排产高增</span>：2025年6月空调排产2498万台（同比+14.5%）</li>
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<li>• 出口拉美/中东增速<span class="font-bold text-green-600">>30%</span></li>
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<li>• <span class="font-semibold">维修市场刚性</span>：存量空调超6亿台，维修需求占比>60%</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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<div>
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<h3 class="text-lg font-semibold text-gray-700 mb-3">市场热度与预期差</h3>
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<div class="space-y-4">
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<div class="bg-purple-50 rounded-lg p-4">
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<h4 class="font-semibold text-purple-800 mb-2">市场热度</h4>
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<p class="text-sm text-gray-700 mb-2"><span class="font-semibold">研报密集度</span>：2024年12月以来，15家券商发布制冷剂深度报告</p>
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<p class="text-sm text-gray-700"><span class="font-semibold">一致预期</span>："长周期景气"</p>
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</div>
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<div class="bg-yellow-50 rounded-lg p-4">
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<h4 class="font-semibold text-yellow-800 mb-2">预期差分析</h4>
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<ul class="space-y-2 text-sm text-gray-700">
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<li>• <span class="font-semibold">出口价差收敛</span>：2025年4月R32出口价4.19万元/吨（与内贸价差仅6815元）</li>
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<li>• <span class="font-semibold">小品种弹性</span>：R143a价格6万元/吨（年初+88%），永和股份占比33%最受益</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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</div>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="glass-card rounded-2xl p-6 mb-8">
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<div class="flex items-center mb-4">
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<div class="w-10 h-10 rounded-full bg-indigo-500 flex items-center justify-center mr-3">
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<i class="fas fa-rocket text-white"></i>
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</div>
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<h2 class="text-2xl font-bold text-gray-800">关键催化剂与未来发展路径</h2>
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</div>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-lg font-semibold text-gray-700 mb-3">近期催化剂（3-6个月）</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="flex-shrink-0 w-8 h-8 rounded-full bg-red-100 flex items-center justify-center mr-3">
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<span class="text-red-600 font-bold text-sm">1</span>
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</div>
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<div>
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<h4 class="font-semibold text-gray-800">Q3长协价谈判</h4>
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<p class="text-sm text-gray-600">龙头或提价至R32 5.5万元/吨（当前5万），直接兑现业绩</p>
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</div>
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||
</div>
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||
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||
<div class="flex items-start">
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<div class="flex-shrink-0 w-8 h-8 rounded-full bg-red-100 flex items-center justify-center mr-3">
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||
<span class="text-red-600 font-bold text-sm">2</span>
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</div>
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<div>
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||
<h4 class="font-semibold text-gray-800">二代配额削减</h4>
|
||
<p class="text-sm text-gray-600">2025年R22配额再减3.1万吨（-27.7%），推动混配需求</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 w-8 h-8 rounded-full bg-red-100 flex items-center justify-center mr-3">
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||
<span class="text-red-600 font-bold text-sm">3</span>
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</div>
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||
<div>
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<h4 class="font-semibold text-gray-800">出口许可证发放</h4>
|
||
<p class="text-sm text-gray-600">6-8月海外旺季，东南亚/中东订单或超预期</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-gray-700 mb-3">长期路径（2025-2030）</h3>
|
||
<div class="bg-gradient-to-r from-indigo-50 to-purple-50 rounded-lg p-4 h-full">
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<i class="fas fa-arrow-right text-indigo-500 mt-1 mr-2"></i>
|
||
<div>
|
||
<h4 class="font-semibold text-gray-800">2025-2027</h4>
|
||
<p class="text-sm text-gray-600">供需缺口扩大，价格中枢逐年抬升（R32或达7万元/吨）</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<i class="fas fa-arrow-right text-indigo-500 mt-1 mr-2"></i>
|
||
<div>
|
||
<h4 class="font-semibold text-gray-800">2028-2030</h4>
|
||
<p class="text-sm text-gray-600">四代制冷剂专利到期，但设备替换周期需8-10年，三代仍占主导</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司深度剖析 -->
|
||
<div class="glass-card rounded-2xl p-6 mb-8">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-full bg-indigo-500 flex items-center justify-center mr-3">
|
||
<i class="fas fa-sitemap text-white"></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="grid grid-cols-1 lg:grid-cols-2 gap-6">
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-gray-700 mb-3">产业链图谱</h3>
|
||
<div class="bg-gray-50 rounded-lg p-4">
|
||
<div class="flex flex-col space-y-4">
|
||
<div class="text-center">
|
||
<div class="inline-block px-4 py-2 bg-blue-100 text-blue-800 rounded-lg font-semibold">
|
||
上游：萤石（金石资源）→ 氢氟酸（巨化、三美）
|
||
</div>
|
||
</div>
|
||
<div class="flex justify-center">
|
||
<i class="fas fa-arrow-down text-gray-400"></i>
|
||
</div>
|
||
<div class="text-center">
|
||
<div class="inline-block px-4 py-2 bg-purple-100 text-purple-800 rounded-lg font-semibold">
|
||
中游：制冷剂生产（配额制）
|
||
</div>
|
||
</div>
|
||
<div class="flex justify-center">
|
||
<i class="fas fa-arrow-down text-gray-400"></i>
|
||
</div>
|
||
<div class="text-center">
|
||
<div class="inline-block px-4 py-2 bg-green-100 text-green-800 rounded-lg font-semibold">
|
||
下游：空调（格力/美的）、汽车（特斯拉/比亚迪）、冷链（顺丰）
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold 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-100">
|
||
<tr>
|
||
<th class="py-2 px-3 text-left text-xs font-semibold text-gray-700">公司</th>
|
||
<th class="py-2 px-3 text-left text-xs font-semibold text-gray-700">三代配额(万吨)</th>
|
||
<th class="py-2 px-3 text-left text-xs font-semibold text-gray-700">2025E利润</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-2 px-3 text-sm font-medium text-gray-900">巨化股份</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">25.3</td>
|
||
<td class="py-2 px-3 text-sm font-semibold text-green-600">100亿</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 text-sm font-medium text-gray-900">三美股份</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">11.7</td>
|
||
<td class="py-2 px-3 text-sm font-semibold text-green-600">70亿</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 text-sm font-medium text-gray-900">永和股份</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">5.5</td>
|
||
<td class="py-2 px-3 text-sm font-semibold text-green-600">33亿</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="glass-card rounded-2xl p-6 mb-8">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-full bg-indigo-500 flex items-center justify-center mr-3">
|
||
<i class="fas fa-exclamation-triangle text-white"></i>
|
||
</div>
|
||
<h2 class="text-2xl font-bold text-gray-800">潜在风险与挑战</h2>
|
||
</div>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-red-50 rounded-lg p-4">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-microchip text-red-500 mr-2"></i>
|
||
<h3 class="font-semibold text-red-800">技术风险</h3>
|
||
</div>
|
||
<p class="text-sm text-gray-700">四代制冷剂专利2029年到期，但国内中化蓝天已布局R1234yf中试线，需跟踪量产进度</p>
|
||
</div>
|
||
|
||
<div class="bg-yellow-50 rounded-lg p-4">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-balance-scale text-yellow-500 mr-2"></i>
|
||
<h3 class="font-semibold text-yellow-800">政策风险</h3>
|
||
</div>
|
||
<p class="text-sm text-gray-700">二代65%配额若2026年释放（当前冻结），或压制R22价格（当前3万→2.5万）</p>
|
||
</div>
|
||
|
||
<div class="bg-orange-50 rounded-lg p-4">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-globe-asia text-orange-500 mr-2"></i>
|
||
<h3 class="font-semibold text-orange-800">竞争风险</h3>
|
||
</div>
|
||
<p class="text-sm text-gray-700">印度SRF计划2025年新增2万吨R32，但专家判断"投产延迟至2026年"</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="gradient-card rounded-2xl p-6 mb-8 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"></i>
|
||
</div>
|
||
<h2 class="text-2xl font-bold">综合结论与投资启示</h2>
|
||
</div>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3">阶段判断</h3>
|
||
<p class="text-lg mb-4">制冷剂已从<span class="font-bold">主题炒作</span>（2023年配额博弈）进入<span class="font-bold">基本面驱动</span>（2024年量价齐升）</p>
|
||
|
||
<h3 class="text-xl font-semibold mb-3">投资方向</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-white bg-opacity-20 rounded-lg p-3">
|
||
<h4 class="font-semibold flex items-center">
|
||
<i class="fas fa-star mr-2"></i>首选
|
||
</h4>
|
||
<p class="text-sm"><span class="font-bold">巨化股份</span>（全产业链+定价权），<span class="font-bold">三美股份</span>（高弹性+低估值）</p>
|
||
</div>
|
||
|
||
<div class="bg-white bg-opacity-20 rounded-lg p-3">
|
||
<h4 class="font-semibold flex items-center">
|
||
<i class="fas fa-dice mr-2"></i>博弈
|
||
</h4>
|
||
<p class="text-sm"><span class="font-bold">永和股份</span>（小品种R143a爆发）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3">跟踪指标</h3>
|
||
<div class="space-y-4">
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 w-8 h-8 rounded-full bg-white bg-opacity-30 flex items-center justify-center mr-3">
|
||
<i class="fas fa-dollar-sign text-sm"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold">价格</h4>
|
||
<p class="text-sm">R32月均价突破5.5万元（当前5万）</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 w-8 h-8 rounded-full bg-white bg-opacity-30 flex items-center justify-center mr-3">
|
||
<i class="fas fa-boxes text-sm"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold">库存</h4>
|
||
<p class="text-sm">行业总库存低于10天（当前7-8天）</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 w-8 h-8 rounded-full bg-white bg-opacity-30 flex items-center justify-center mr-3">
|
||
<i class="fas fa-file-alt text-sm"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold">政策</h4>
|
||
<p class="text-sm">二代配额释放时间表（生态环境部9月会议）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据表格 -->
|
||
<div class="glass-card rounded-2xl p-6">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-full bg-indigo-500 flex items-center justify-center mr-3">
|
||
<i class="fas fa-chart-bar text-white"></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-100">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left text-xs font-semibold text-gray-700 uppercase tracking-wider">股票</th>
|
||
<th class="py-3 px-4 text-left text-xs font-semibold text-gray-700 uppercase tracking-wider">行业</th>
|
||
<th class="py-3 px-4 text-left text-xs font-semibold text-gray-700 uppercase tracking-wider">项目</th>
|
||
<th class="py-3 px-4 text-left text-xs font-semibold text-gray-700 uppercase tracking-wider">分类</th>
|
||
<th class="py-3 px-4 text-left text-xs font-semibold text-gray-700 uppercase tracking-wider">产业链</th>
|
||
<th class="py-3 px-4 text-left text-xs font-semibold text-gray-700 uppercase tracking-wider">投资逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">巨化股份(600160)</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">
|
||
<span class="stock-tag industry-tag">化工</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">三代制冷剂配额制</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">
|
||
<span class="stock-tag category-tag">制冷剂生产</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">
|
||
<span class="stock-tag chain-tag">上游原材料/生产制造</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">在R125、R134a、R32、R143a、R227ea等品种中占比最高，合计超30%，受益于配额制导致的制冷剂价格上涨</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">三美股份(603379)</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">
|
||
<span class="stock-tag industry-tag">化工</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">三代制冷剂配额制</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">
|
||
<span class="stock-tag category-tag">制冷剂生产</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">
|
||
<span class="stock-tag chain-tag">生产制造</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">在R125、R134a、R32、R143a等品种中占比显著（12%-24%），配额制实施后市场份额稳固</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">中化蓝天(关联中化国际600500)</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">
|
||
<span class="stock-tag industry-tag">化工</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">三代制冷剂配额制</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">
|
||
<span class="stock-tag category-tag">制冷剂生产</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">
|
||
<span class="stock-tag chain-tag">上游原材料/生产制造</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">在R125、R134a、R143a、R227ea、R245fa等品种中占比突出（6%-29%），技术储备和产能优势明显</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">东岳集团(00189.HK)</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">
|
||
<span class="stock-tag industry-tag">化工</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">三代制冷剂配额制</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">
|
||
<span class="stock-tag category-tag">制冷剂生产</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">
|
||
<span class="stock-tag chain-tag">生产制造</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">在R125、R32等品种中占比10%-20%，作为港股标的可间接参与制冷剂行业红利</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">永和股份(605020)</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">
|
||
<span class="stock-tag industry-tag">化工</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">三代制冷剂配额制</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">
|
||
<span class="stock-tag category-tag">制冷剂生产</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">
|
||
<span class="stock-tag chain-tag">生产制造</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">在R152a、R227ea等品种中占比23%-33%，配额制下产能利用率提升空间大</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">飞源化工(未上市/关联鲁西化工000830)</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">
|
||
<span class="stock-tag industry-tag">化工</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">三代制冷剂配额制</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">
|
||
<span class="stock-tag category-tag">制冷剂生产</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">
|
||
<span class="stock-tag chain-tag">上游原材料</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">在R125、R32等品种中占比4%-5%，需关注其上市进展或关联企业合作动态</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">阿科玛(法国企业)</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">
|
||
<span class="stock-tag industry-tag">化工</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">三代制冷剂配额制</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">
|
||
<span class="stock-tag category-tag">制冷剂生产</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">
|
||
<span class="stock-tag chain-tag">生产制造</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">在R125、R32等品种中占比2%，作为国际企业间接影响国内市场格局</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">梅兰化工(未上市)</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">
|
||
<span class="stock-tag industry-tag">化工</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">三代制冷剂配额制</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">
|
||
<span class="stock-tag category-tag">制冷剂生产</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">
|
||
<span class="stock-tag chain-tag">上游原材料</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">在R134a中占比3%，需关注其未来上市或技术合作可能性</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||
<script>
|
||
tsParticles.load("particles-js", {
|
||
particles: {
|
||
number: {
|
||
value: 50,
|
||
density: {
|
||
enable: true,
|
||
value_area: 800
|
||
}
|
||
},
|
||
color: {
|
||
value: "#667eea"
|
||
},
|
||
shape: {
|
||
type: "circle"
|
||
},
|
||
opacity: {
|
||
value: 0.3,
|
||
random: true
|
||
},
|
||
size: {
|
||
value: 3,
|
||
random: true
|
||
},
|
||
move: {
|
||
enable: true,
|
||
speed: 2,
|
||
direction: "none",
|
||
random: true,
|
||
straight: false,
|
||
out_mode: "out",
|
||
bounce: false
|
||
}
|
||
},
|
||
interactivity: {
|
||
detect_on: "canvas",
|
||
events: {
|
||
onhover: {
|
||
enable: true,
|
||
mode: "repulse"
|
||
},
|
||
onclick: {
|
||
enable: true,
|
||
mode: "push"
|
||
},
|
||
resize: true
|
||
}
|
||
},
|
||
retina_detect: true
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |