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<!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>以伊冲突-天然气概念分析报告</title>
<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
<!-- Nucleo Icons -->
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<style>
body {
font-family: 'Inter', sans-serif;
background: linear-gradient(135deg, #0c2461 0%, #1e3799 50%, #0c2461 100%);
min-height: 100vh;
position: relative;
overflow-x: hidden;
}
.gradient-text {
background: linear-gradient(90deg, #4facfe 0%, #00f2fe 100%);
-webkit-background-clip: text;
-webkit-text-fill-color: transparent;
}
.card-bg {
background: rgba(255, 255, 255, 0.05);
backdrop-filter: blur(10px);
border: 1px solid rgba(255, 255, 255, 0.1);
}
.timeline-dot {
position: relative;
}
.timeline-dot::before {
content: '';
position: absolute;
width: 16px;
height: 16px;
border-radius: 50%;
background: #4facfe;
top: 50%;
left: -8px;
transform: translateY(-50%);
z-index: 2;
}
.timeline-line {
position: absolute;
width: 2px;
background: rgba(79, 172, 254, 0.3);
top: 0;
bottom: 0;
left: -1px;
}
.particles-container {
position: fixed;
top: 0;
left: 0;
width: 100%;
height: 100%;
z-index: -1;
}
.table-container {
overflow-x: auto;
}
@media (max-width: 768px) {
.timeline-line {
left: 15px;
}
.timeline-dot::before {
left: 7px;
}
}
</style>
</head>
<body class="text-white">
<div id="particles-js" class="particles-container"></div>
<div class="container mx-auto px-4 py-8 max-w-7xl">
<!-- 标题部分 -->
<div class="text-center mb-12">
<h1 class="text-4xl md:text-5xl font-bold mb-4 gradient-text">以伊冲突-天然气概念分析</h1>
<p class="text-lg text-blue-200 max-w-3xl mx-auto">地缘政治博弈下的全球能源重构与投资机会</p>
</div>
<!-- 概念事件时间轴 -->
<div class="card-bg rounded-2xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 text-blue-300">概念事件时间轴</h2>
<div class="relative pl-8">
<div class="timeline-line"></div>
<div class="mb-6 timeline-dot">
<div class="text-blue-400 font-semibold">2025-06-13</div>
<h3 class="text-xl font-bold mb-2">以色列发动"雄狮行动"</h3>
<p class="text-blue-100">空袭伊朗核设施、弹道导弹工厂及南帕尔斯气田全球最大天然气田占伊朗天然气产量90%导致伊朗天然气日产能损失8万桶凝析油当量。</p>
</div>
<div class="mb-6 timeline-dot">
<div class="text-blue-400 font-semibold">2025-06-15</div>
<h3 class="text-xl font-bold mb-2">伊朗议会批准"关闭霍尔木兹海峡"预案</h3>
<p class="text-blue-100">该海峡承担全球20% LNG运输路演数据需最高领袖哈梅内伊最终决策。</p>
</div>
<div class="mb-6 timeline-dot">
<div class="text-blue-400 font-semibold">2025-06-22</div>
<h3 class="text-xl font-bold mb-2">美军轰炸伊朗核设施</h3>
<p class="text-blue-100">伊朗反击并威胁封锁海峡VLCC运价单日暴涨154%22,000→58,000美元/天)。</p>
</div>
<div class="timeline-dot">
<div class="text-blue-400 font-semibold">2025-06-25</div>
<h3 class="text-xl font-bold mb-2">中国重启"西伯利亚力量2号"谈判</h3>
<p class="text-blue-100">因中东供应风险重启俄气管道谈判(此前因价格分歧搁置)。</p>
</div>
</div>
</div>
<!-- 核心观点摘要 -->
<div class="card-bg rounded-2xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 text-blue-300">核心观点摘要</h2>
<div class="bg-gradient-to-r from-blue-900/50 to-indigo-900/50 rounded-xl p-6 border border-blue-500/30">
<p class="text-lg leading-relaxed">
以伊冲突将天然气从"区域供需"推向"全球地缘政治博弈核心"<span class="text-cyan-300 font-semibold">短期看海峡封锁风险溢价,长期看欧亚能源重构</span>。当前处于"风险定价阶段"(油价已回吐冲突涨幅,但天然气未充分反映霍尔木兹风险),<span class="text-cyan-300 font-semibold">中国加速俄气进口+中东LNG长协重估</span>是最大预期差。
</p>
</div>
</div>
<!-- 核心逻辑与市场认知分析 -->
<div class="card-bg rounded-2xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 text-blue-300">核心逻辑与市场认知分析</h2>
<div class="grid md:grid-cols-2 gap-6 mb-8">
<div class="bg-blue-900/30 rounded-xl p-5">
<h3 class="text-xl font-bold mb-4 text-cyan-300">核心驱动力</h3>
<ul class="space-y-3">
<li class="flex items-start">
<i class="fas fa-gas-pump text-cyan-400 mt-1 mr-3"></i>
<div>
<span class="font-semibold">供应端:</span>
<span>伊朗天然气占全球6.2%但90%出口需经霍尔木兹海峡。若封锁全球LNG贸易量将瞬时减少20%约1.7亿吨/年)。</span>
</div>
</li>
<li class="flex items-start">
<i class="fas fa-industry text-cyan-400 mt-1 mr-3"></i>
<div>
<span class="font-semibold">需求端:</span>
<span>欧洲天然气库存仅59%冬季补库依赖中东现货中国2024年进口伊朗LPG 270万吨占总量27%)。</span>
</div>
</li>
<li class="flex items-start">
<i class="fas fa-landmark text-cyan-400 mt-1 mr-3"></i>
<div>
<span class="font-semibold">政策端:</span>
<span>中国重启俄气管道谈判,反映"中东风险外溢至能源安全重构"逻辑。</span>
</div>
</li>
</ul>
</div>
<div class="bg-blue-900/30 rounded-xl p-5">
<h3 class="text-xl font-bold mb-4 text-cyan-300">市场热度与情绪</h3>
<ul class="space-y-3">
<li class="flex items-start">
<i class="fas fa-newspaper text-cyan-400 mt-1 mr-3"></i>
<div>
<span class="font-semibold">新闻热度:</span>
<span>6月13-25日以伊冲突相关报道量环比增长340%但天然气板块涨幅仅6.7%显著低于油运股154%运价涨幅)。</span>
</div>
</li>
<li class="flex items-start">
<i class="fas fa-chart-line text-cyan-400 mt-1 mr-3"></i>
<div>
<span class="font-semibold">情绪分歧:</span>
<span>路演中专家普遍认为封锁概率<30%因伊朗自身需海峡进口民生物资但机构持仓数据显示招商南油空头回补比例达38%</span>
</div>
</li>
</ul>
</div>
</div>
<div class="bg-indigo-900/30 rounded-xl p-5">
<h3 class="text-xl font-bold mb-4 text-cyan-300">预期差分析</h3>
<div class="overflow-x-auto">
<table class="w-full text-sm">
<thead>
<tr class="border-b border-blue-500/30">
<th class="text-left py-3 px-4">市场共识</th>
<th class="text-left py-3 px-4">被忽略的关键点</th>
<th class="text-left py-3 px-4">数据来源</th>
</tr>
</thead>
<tbody>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4">冲突仅影响原油</td>
<td class="py-3 px-4 text-cyan-200">伊朗天然气/LNG出口更依赖海峡</td>
<td class="py-3 px-4">2025-06-24路演南帕斯气田</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4">俄气管道谈判无进展</td>
<td class="py-3 px-4 text-cyan-200">中国因中东风险主动重启谈判</td>
<td class="py-3 px-4">2025-06-25新闻</td>
</tr>
<tr>
<td class="py-3 px-4">欧洲库存充足</td>
<td class="py-3 px-4 text-cyan-200">库存59%为历史低位,且需中东现货补库</td>
<td class="py-3 px-4">2025-06-24路演</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
<!-- 关键催化剂与未来发展路径 -->
<div class="card-bg rounded-2xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 text-blue-300">关键催化剂与未来发展路径</h2>
<div class="grid md:grid-cols-2 gap-6 mb-8">
<div class="bg-blue-900/30 rounded-xl p-5">
<h3 class="text-xl font-bold mb-4 text-cyan-300">近期催化剂3-6个月</h3>
<ol class="space-y-4">
<li class="flex">
<span class="bg-cyan-500 text-blue-900 rounded-full w-8 h-8 flex items-center justify-center font-bold mr-3 flex-shrink-0">1</span>
<div>
<span class="font-semibold">伊朗最高领袖决策窗口:</span>
<span>哈梅内伊需在7月15日前决定是否执行海峡封锁2025-06-23路演</span>
</div>
</li>
<li class="flex">
<span class="bg-cyan-500 text-blue-900 rounded-full w-8 h-8 flex items-center justify-center font-bold mr-3 flex-shrink-0">2</span>
<div>
<span class="font-semibold">中国俄气管道进展:</span>
<span>西伯利亚力量2号若Q3签署框架协议将强化"中东风险→欧亚能源重构"逻辑。</span>
</div>
</li>
<li class="flex">
<span class="bg-cyan-500 text-blue-900 rounded-full w-8 h-8 flex items-center justify-center font-bold mr-3 flex-shrink-0">3</span>
<div>
<span class="font-semibold">欧洲冬季补库数据:</span>
<span>若9月前欧洲库存未达90%中东LNG现货溢价或飙升至30欧元/兆瓦时。</span>
</div>
</li>
</ol>
</div>
<div class="bg-blue-900/30 rounded-xl p-5">
<h3 class="text-xl font-bold mb-4 text-cyan-300">长期发展路径</h3>
<div class="space-y-4">
<div class="flex items-start">
<div class="bg-gradient-to-r from-blue-500 to-cyan-500 rounded-lg w-10 h-10 flex items-center justify-center mr-3 flex-shrink-0">
<span class="font-bold">1</span>
</div>
<div>
<span class="font-semibold">阶段1风险定价</span>
<span>海峡封锁概率博弈→天然气期货波动率升至40%+当前25%)。</span>
</div>
</div>
<div class="flex items-start">
<div class="bg-gradient-to-r from-blue-500 to-cyan-500 rounded-lg w-10 h-10 flex items-center justify-center mr-3 flex-shrink-0">
<span class="font-bold">2</span>
</div>
<div>
<span class="font-semibold">阶段2供应重构</span>
<span>中国俄气增量西伯利亚力量2号设计产能500亿立方米/年)+卡塔尔North Field East扩产2026年新增3200万吨/年LNG</span>
</div>
</div>
<div class="flex items-start">
<div class="bg-gradient-to-r from-blue-500 to-cyan-500 rounded-lg w-10 h-10 flex items-center justify-center mr-3 flex-shrink-0">
<span class="font-bold">3</span>
</div>
<div>
<span class="font-semibold">阶段3新平衡</span>
<span>中东-亚洲长协价格挂钩布伦特+运费替代传统Henry Hub定价</span>
</div>
</div>
</div>
</div>
</div>
</div>
<!-- 产业链与核心公司深度剖析 -->
<div class="card-bg rounded-2xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 text-blue-300">产业链与核心公司深度剖析</h2>
<div class="mb-8">
<h3 class="text-xl font-bold mb-4 text-cyan-300">产业链图谱</h3>
<div class="bg-blue-900/30 rounded-xl p-5">
<div class="flex flex-col items-center">
<div class="bg-gradient-to-r from-blue-600 to-cyan-600 rounded-lg px-6 py-3 mb-4 w-full text-center">
<span class="font-bold">上游伊朗南帕尔斯气田占全球6.2%产量)</span>
</div>
<div class="text-cyan-300 mb-4">↓(霍尔木兹海峡运输)</div>
<div class="bg-gradient-to-r from-blue-600 to-cyan-600 rounded-lg px-6 py-3 mb-4 w-full text-center">
<span class="font-bold">中游VLGC运输中远海能、招商轮船</span>
</div>
<div class="text-cyan-300 mb-4"></div>
<div class="bg-gradient-to-r from-blue-600 to-cyan-600 rounded-lg px-6 py-3 w-full text-center">
<span class="font-bold">下游中国LPG进口东华能源、欧洲LNG接收站Gasunie</span>
</div>
</div>
</div>
</div>
<div>
<h3 class="text-xl font-bold mb-4 text-cyan-300">核心玩家对比</h3>
<div class="overflow-x-auto">
<table class="w-full text-sm">
<thead>
<tr class="border-b border-blue-500/30">
<th class="text-left py-3 px-4">公司</th>
<th class="text-left py-3 px-4">业务关联</th>
<th class="text-left py-3 px-4">竞争优势</th>
<th class="text-left py-3 px-4">风险点</th>
</tr>
</thead>
<tbody>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">中远海能</td>
<td class="py-3 px-4">VLCC/VLGC运输</td>
<td class="py-3 px-4">全球运力第一154艘油轮运价弹性大</td>
<td class="py-3 px-4">2026年新船交付或压制运价</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">招商轮船</td>
<td class="py-3 px-4">油轮+干散货+LNG船</td>
<td class="py-3 px-4">业务多元对冲风险LNG船队规模国内第二</td>
<td class="py-3 px-4">干散货周期下行拖累盈利</td>
</tr>
<tr>
<td class="py-3 px-4 font-semibold">东华能源</td>
<td class="py-3 px-4">中国最大LPG进口商</td>
<td class="py-3 px-4">伊朗货源占比35%,长协锁价能力强</td>
<td class="py-3 px-4">若海峡封锁,需高价采购美国货</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
<!-- 潜在风险与挑战 -->
<div class="card-bg rounded-2xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 text-blue-300">潜在风险与挑战</h2>
<div class="overflow-x-auto">
<table class="w-full text-sm">
<thead>
<tr class="border-b border-blue-500/30">
<th class="text-left py-3 px-4">风险类型</th>
<th class="text-left py-3 px-4">具体表现</th>
<th class="text-left py-3 px-4">数据支撑</th>
</tr>
</thead>
<tbody>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">技术风险</td>
<td class="py-3 px-4">霍尔木兹海峡物理封锁不可行宽度30-38公里</td>
<td class="py-3 px-4">2025-06-24路演水雷历史案例</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">商业化风险</td>
<td class="py-3 px-4">欧洲库存59%低位,但暖冬可能抑制需求</td>
<td class="py-3 px-4">2025-06-16路演气象预测</td>
</tr>
<tr>
<td class="py-3 px-4 font-semibold">政策风险</td>
<td class="py-3 px-4">美国制裁伊朗二级银行体系,间接限制中国采购</td>
<td class="py-3 px-4">2025-06-25新闻SWIFT代码冻结</td>
</tr>
</tbody>
</table>
</div>
</div>
<!-- 综合结论与投资启示 -->
<div class="card-bg rounded-2xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 text-blue-300">综合结论与投资启示</h2>
<div class="bg-gradient-to-r from-blue-900/50 to-indigo-900/50 rounded-xl p-6 mb-6 border border-blue-500/30">
<p class="text-lg leading-relaxed mb-4">
<span class="text-cyan-300 font-bold">阶段判断:</span>
当前处于"风险溢价未充分定价"阶段天然气板块涨幅6.7%远小于油运154%),存在补涨空间。
</p>
</div>
<div class="grid md:grid-cols-2 gap-6 mb-6">
<div class="bg-blue-900/30 rounded-xl p-5">
<h3 class="text-xl font-bold mb-4 text-cyan-300">投资方向</h3>
<ol class="space-y-3">
<li class="flex">
<span class="bg-cyan-500 text-blue-900 rounded-full w-6 h-6 flex items-center justify-center font-bold mr-3 flex-shrink-0">1</span>
<div>
<span class="font-semibold">运输端:</span>
<span>中远海能H股估值低+运价弹性招商轮船LNG船对冲风险</span>
</div>
</li>
<li class="flex">
<span class="bg-cyan-500 text-blue-900 rounded-full w-6 h-6 flex items-center justify-center font-bold mr-3 flex-shrink-0">2</span>
<div>
<span class="font-semibold">资源端:</span>
<span>东华能源(伊朗长协占比高,若封锁将受益于美国货溢价)。</span>
</div>
</li>
</ol>
</div>
<div class="bg-blue-900/30 rounded-xl p-5">
<h3 class="text-xl font-bold mb-4 text-cyan-300">跟踪指标</h3>
<ul class="space-y-3">
<li class="flex items-start">
<i class="fas fa-ship text-cyan-400 mt-1 mr-3"></i>
<div>
<span class="font-semibold">伊朗LPG发货量</span>
<span>(每周船期数据,当前正常)。</span>
</div>
</li>
<li class="flex items-start">
<i class="fas fa-thermometer-half text-cyan-400 mt-1 mr-3"></i>
<div>
<span class="font-semibold">欧洲天然气库存增速</span>
<span>需9月前达90%)。</span>
</div>
</li>
<li class="flex items-start">
<i class="fas fa-handshake text-cyan-400 mt-1 mr-3"></i>
<div>
<span class="font-semibold">西伯利亚力量2号谈判进展</span>
<span>Q3是关键窗口</span>
</div>
</li>
</ul>
</div>
</div>
</div>
<!-- 关联股票数据表格 -->
<div class="card-bg rounded-2xl p-6">
<h2 class="text-2xl font-bold mb-6 text-blue-300">关联股票数据</h2>
<!-- 以伊冲突-天然气股票表格 -->
<div class="mb-8">
<h3 class="text-xl font-bold mb-4 text-cyan-300">以伊冲突-天然气250617</h3>
<div class="overflow-x-auto">
<table class="w-full text-sm">
<thead>
<tr class="border-b border-blue-500/30">
<th class="text-left py-3 px-4">股票名称</th>
<th class="text-left py-3 px-4">分类</th>
<th class="text-left py-3 px-4">项目/地区</th>
<th class="text-left py-3 px-4">产业链</th>
<th class="text-left py-3 px-4">关联原因</th>
</tr>
</thead>
<tbody>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">中国石油</td>
<td class="py-3 px-4">气田</td>
<td class="py-3 px-4">2024年天然气产量4956十亿立方英尺</td>
<td class="py-3 px-4">天然气开采</td>
<td class="py-3 px-4">表格中明确列出2024年天然气产量数据</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">中国石化</td>
<td class="py-3 px-4">气田</td>
<td class="py-3 px-4">2024年天然气产量1400十亿立方英尺</td>
<td class="py-3 px-4">天然气开采</td>
<td class="py-3 px-4">表格中明确列出2024年天然气产量数据</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">中国海油</td>
<td class="py-3 px-4">气田</td>
<td class="py-3 px-4">2024年天然气产量870十亿立方英尺</td>
<td class="py-3 px-4">天然气开采</td>
<td class="py-3 px-4">表格中明确列出2024年天然气产量数据</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">ST新潮</td>
<td class="py-3 px-4">气田</td>
<td class="py-3 px-4">2023年天然气产量37十亿立方英尺</td>
<td class="py-3 px-4">天然气开采</td>
<td class="py-3 px-4">表格中明确列出2023年天然气产量数据</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">新天然气</td>
<td class="py-3 px-4">气田</td>
<td class="py-3 px-4">喀什区块第一指定地区天然气探明储量446亿立方米第二指定地区初步预计资源量2000亿立方米</td>
<td class="py-3 px-4">天然气勘探</td>
<td class="py-3 px-4">表格中明确列出探明储量和资源量数据</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">首华燃气</td>
<td class="py-3 px-4">气田</td>
<td class="py-3 px-4">2024年天然气致密气地质储量1276亿立方米天然气煤层气探明地质储量887.41亿立方米</td>
<td class="py-3 px-4">天然气勘探</td>
<td class="py-3 px-4">表格中明确列出地质储量数据</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">蓝焰控股</td>
<td class="py-3 px-4">气田</td>
<td class="py-3 px-4">天然气煤层气地质储量531亿立方米</td>
<td class="py-3 px-4">天然气勘探</td>
<td class="py-3 px-4">表格中明确列出地质储量数据</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">洲际油气</td>
<td class="py-3 px-4">气田</td>
<td class="py-3 px-4">参与投资了苏克气田</td>
<td class="py-3 px-4">天然气投资</td>
<td class="py-3 px-4">表格中明确列出投资项目</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">中国海油</td>
<td class="py-3 px-4">液化天然气(LNG)</td>
<td class="py-3 px-4">LNG接收站设计产能第一未查证</td>
<td class="py-3 px-4">LNG接收站</td>
<td class="py-3 px-4">表格中明确列出LNG接收站产能排名</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">中国石化</td>
<td class="py-3 px-4">液化天然气(LNG)</td>
<td class="py-3 px-4">LNG接收站设计产能第二未查证</td>
<td class="py-3 px-4">LNG接收站</td>
<td class="py-3 px-4">表格中明确列出LNG接收站产能排名</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">中国石油</td>
<td class="py-3 px-4">液化天然气(LNG)</td>
<td class="py-3 px-4">LNG接收站设计产能第三未查证</td>
<td class="py-3 px-4">LNG接收站</td>
<td class="py-3 px-4">表格中明确列出LNG接收站产能排名</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">新奥股份</td>
<td class="py-3 px-4">液化天然气(LNG)</td>
<td class="py-3 px-4">2024年天然气营收1037亿元占总营收76%</td>
<td class="py-3 px-4">LNG销售</td>
<td class="py-3 px-4">表格中明确列出营收数据及占比</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">东华能源</td>
<td class="py-3 px-4">液化天然气(LNG)</td>
<td class="py-3 px-4">2024年液化石油气营收130.32亿元占总营收42%</td>
<td class="py-3 px-4">LNG销售</td>
<td class="py-3 px-4">表格中明确列出营收数据及占比</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">广汇能源</td>
<td class="py-3 px-4">液化天然气(LNG)</td>
<td class="py-3 px-4">2024年天然气营收130亿元占总营收36%</td>
<td class="py-3 px-4">LNG销售</td>
<td class="py-3 px-4">表格中明确列出营收数据及占比</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">九丰能源</td>
<td class="py-3 px-4">液化天然气(LNG)</td>
<td class="py-3 px-4">2024年LNG营收97.88亿元占总营收44%</td>
<td class="py-3 px-4">LNG销售</td>
<td class="py-3 px-4">表格中明确列出营收数据及占比</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">胜通能源</td>
<td class="py-3 px-4">液化天然气(LNG)</td>
<td class="py-3 px-4">2024年LNG营收52.63亿元占总营收98%</td>
<td class="py-3 px-4">LNG销售</td>
<td class="py-3 px-4">表格中明确列出营收数据及占比</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">申能股份</td>
<td class="py-3 px-4">液化天然气(LNG)</td>
<td class="py-3 px-4">2024年油气管输34亿元占总营收11%</td>
<td class="py-3 px-4">LNG运输</td>
<td class="py-3 px-4">表格中明确列出营收数据及占比</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">水发燃气</td>
<td class="py-3 px-4">液化天然气(LNG)</td>
<td class="py-3 px-4">2024年LNG营收8.18亿元占总营收31%</td>
<td class="py-3 px-4">LNG销售</td>
<td class="py-3 px-4">表格中明确列出营收数据及占比</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">友发集团</td>
<td class="py-3 px-4">燃气管道</td>
<td class="py-3 px-4">供气是公司焊管产品应用领域之一</td>
<td class="py-3 px-4">燃气管道制造</td>
<td class="py-3 px-4">表格中明确列出产品应用领域</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">金洲管道</td>
<td class="py-3 px-4">燃气管道</td>
<td class="py-3 px-4">石油天然气输送是公司产品应用领域之一</td>
<td class="py-3 px-4">燃气管道制造</td>
<td class="py-3 px-4">表格中明确列出产品应用领域</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">久立特材</td>
<td class="py-3 px-4">燃气管道</td>
<td class="py-3 px-4">2024年石化、天然气营收69.71亿元占总营收63%</td>
<td class="py-3 px-4">燃气管道制造</td>
<td class="py-3 px-4">表格中明确列出营收数据及占比</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">常宝股份</td>
<td class="py-3 px-4">燃气管道</td>
<td class="py-3 px-4">2024年油套管营收22.23亿元占总营收39%</td>
<td class="py-3 px-4">燃气管道制造</td>
<td class="py-3 px-4">表格中明确列出营收数据及占比</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">贵州燃气</td>
<td class="py-3 px-4">城市燃气</td>
<td class="py-3 px-4">贵州</td>
<td class="py-3 px-4">城市燃气供应</td>
<td class="py-3 px-4">表格中明确列出地区分布</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">深圳燃气</td>
<td class="py-3 px-4">城市燃气</td>
<td class="py-3 px-4">深圳</td>
<td class="py-3 px-4">城市燃气供应</td>
<td class="py-3 px-4">表格中明确列出地区分布</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">大众公用</td>
<td class="py-3 px-4">城市燃气</td>
<td class="py-3 px-4">上海</td>
<td class="py-3 px-4">城市燃气供应</td>
<td class="py-3 px-4">表格中明确列出地区分布</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">皖天然气</td>
<td class="py-3 px-4">城市燃气</td>
<td class="py-3 px-4">安徽</td>
<td class="py-3 px-4">城市燃气供应</td>
<td class="py-3 px-4">表格中明确列出地区分布</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">洪通燃气</td>
<td class="py-3 px-4">城市燃气</td>
<td class="py-3 px-4">新疆</td>
<td class="py-3 px-4">城市燃气供应</td>
<td class="py-3 px-4">表格中明确列出地区分布</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">新天绿能</td>
<td class="py-3 px-4">城市燃气</td>
<td class="py-3 px-4">河北</td>
<td class="py-3 px-4">城市燃气供应</td>
<td class="py-3 px-4">表格中明确列出地区分布</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">长春燃气</td>
<td class="py-3 px-4">城市燃气</td>
<td class="py-3 px-4">吉林</td>
<td class="py-3 px-4">城市燃气供应</td>
<td class="py-3 px-4">表格中明确列出地区分布</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">蓝天燃气</td>
<td class="py-3 px-4">城市燃气</td>
<td class="py-3 px-4">河南</td>
<td class="py-3 px-4">城市燃气供应</td>
<td class="py-3 px-4">表格中明确列出地区分布</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">南京公用</td>
<td class="py-3 px-4">城市燃气</td>
<td class="py-3 px-4">江苏</td>
<td class="py-3 px-4">城市燃气供应</td>
<td class="py-3 px-4">表格中明确列出地区分布</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">洪城环境</td>
<td class="py-3 px-4">城市燃气</td>
<td class="py-3 px-4">江西</td>
<td class="py-3 px-4">城市燃气供应</td>
<td class="py-3 px-4">表格中明确列出地区分布</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">成都燃气</td>
<td class="py-3 px-4">城市燃气</td>
<td class="py-3 px-4">四川</td>
<td class="py-3 px-4">城市燃气供应</td>
<td class="py-3 px-4">表格中明确列出地区分布</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">重庆燃气</td>
<td class="py-3 px-4">城市燃气</td>
<td class="py-3 px-4">重庆</td>
<td class="py-3 px-4">城市燃气供应</td>
<td class="py-3 px-4">表格中明确列出地区分布</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">佛燃能源</td>
<td class="py-3 px-4">城市燃气</td>
<td class="py-3 px-4">佛山</td>
<td class="py-3 px-4">城市燃气供应</td>
<td class="py-3 px-4">表格中明确列出地区分布</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">国新能源</td>
<td class="py-3 px-4">城市燃气</td>
<td class="py-3 px-4">山西</td>
<td class="py-3 px-4">城市燃气供应</td>
<td class="py-3 px-4">表格中明确列出地区分布</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">陕天然气</td>
<td class="py-3 px-4">城市燃气</td>
<td class="py-3 px-4">陕西</td>
<td class="py-3 px-4">城市燃气供应</td>
<td class="py-3 px-4">表格中明确列出地区分布</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">百川能源</td>
<td class="py-3 px-4">城市燃气</td>
<td class="py-3 px-4">华北</td>
<td class="py-3 px-4">城市燃气供应</td>
<td class="py-3 px-4">表格中明确列出地区分布</td>
</tr>
<tr>
<td class="py-3 px-4 font-semibold">胜利股份</td>
<td class="py-3 px-4">城市燃气</td>
<td class="py-3 px-4">多地区</td>
<td class="py-3 px-4">城市燃气供应</td>
<td class="py-3 px-4">表格中明确列出地区分布</td>
</tr>
</tbody>
</table>
</div>
</div>
<!-- 以伊冲突-资源化工股票表格 -->
<div>
<h3 class="text-xl font-bold mb-4 text-cyan-300">以伊冲突-资源化工(250614)</h3>
<div class="overflow-x-auto">
<table class="w-full text-sm">
<thead>
<tr class="border-b border-blue-500/30">
<th class="text-left py-3 px-4">股票名称</th>
<th class="text-left py-3 px-4">分类</th>
<th class="text-left py-3 px-4">产业分布</th>
<th class="text-left py-3 px-4">相关性</th>
<th class="text-left py-3 px-4">消息来源</th>
<th class="text-left py-3 px-4">关联原因</th>
</tr>
</thead>
<tbody>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">金瑞矿业</td>
<td class="py-3 px-4">天青石(碳酸锶)</td>
<td class="py-3 px-4">锶矿</td>
<td class="py-3 px-4">大风山锶矿资源探明保有储量约1500万吨</td>
<td class="py-3 px-4">互动</td>
<td class="py-3 px-4">全球锶矿伊朗占比32.1%,金瑞矿业涉及锶矿资源储量数据</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">红星发展</td>
<td class="py-3 px-4">天青石(碳酸锶)</td>
<td class="py-3 px-4">碳酸锶</td>
<td class="py-3 px-4">产能第一现有产能3万吨/年新建项目产能6万吨/年</td>
<td class="py-3 px-4">互动</td>
<td class="py-3 px-4">碳酸锶产业中产能排名第一,有新建项目扩展产能</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">金瑞矿业</td>
<td class="py-3 px-4">天青石(碳酸锶)</td>
<td class="py-3 px-4">碳酸锶</td>
<td class="py-3 px-4">产能第二现有产能2万吨/年新建项目产能4.5万吨/年</td>
<td class="py-3 px-4">互动</td>
<td class="py-3 px-4">碳酸锶产业中产能排名第二,有新建项目扩展产能</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">宝丰能源</td>
<td class="py-3 px-4">甲醇</td>
<td class="py-3 px-4">甲醇</td>
<td class="py-3 px-4">产能A股第一590万吨/年远期规划总产能2000万吨/年</td>
<td class="py-3 px-4">互动/公告</td>
<td class="py-3 px-4">甲醇产能A股排名第一有远期产能规划</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">博源化工</td>
<td class="py-3 px-4">甲醇</td>
<td class="py-3 px-4">甲醇</td>
<td class="py-3 px-4">产能A股第二200万吨/年以上网传天然气制甲醇产能100万吨/年</td>
<td class="py-3 px-4">网传/公告</td>
<td class="py-3 px-4">甲醇产能A股排名第二涉及天然气制甲醇</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">华鲁恒升</td>
<td class="py-3 px-4">甲醇</td>
<td class="py-3 px-4">甲醇</td>
<td class="py-3 px-4">产能A股第三150万吨/年以上(网传)</td>
<td class="py-3 px-4">网传</td>
<td class="py-3 px-4">甲醇产能A股排名第三网传数据</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">新奥股份</td>
<td class="py-3 px-4">甲醇</td>
<td class="py-3 px-4">甲醇</td>
<td class="py-3 px-4">产能A股第四120万吨/年</td>
<td class="py-3 px-4">互动</td>
<td class="py-3 px-4">甲醇产能A股排名第四</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">阳煤化工</td>
<td class="py-3 px-4">甲醇</td>
<td class="py-3 px-4">甲醇</td>
<td class="py-3 px-4">产能40万吨/年</td>
<td class="py-3 px-4">互动</td>
<td class="py-3 px-4">甲醇产能40万吨/年</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">山西焦化</td>
<td class="py-3 px-4">甲醇</td>
<td class="py-3 px-4">甲醇</td>
<td class="py-3 px-4">产能35万吨/年</td>
<td class="py-3 px-4">互动</td>
<td class="py-3 px-4">甲醇产能35万吨/年</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">泸天化</td>
<td class="py-3 px-4">甲醇</td>
<td class="py-3 px-4">甲醇</td>
<td class="py-3 px-4">产能30万吨/年</td>
<td class="py-3 px-4">年报</td>
<td class="py-3 px-4">甲醇产能30万吨/年</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">赤天化</td>
<td class="py-3 px-4">甲醇</td>
<td class="py-3 px-4">甲醇</td>
<td class="py-3 px-4">产能30万吨/年</td>
<td class="py-3 px-4">互动</td>
<td class="py-3 px-4">甲醇产能30万吨/年</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">兴化股份</td>
<td class="py-3 px-4">甲醇</td>
<td class="py-3 px-4">甲醇</td>
<td class="py-3 px-4">产能30万吨/年</td>
<td class="py-3 px-4">公告</td>
<td class="py-3 px-4">甲醇产能30万吨/年</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">金牛化工</td>
<td class="py-3 px-4">甲醇</td>
<td class="py-3 px-4">甲醇</td>
<td class="py-3 px-4">产能20万吨/年</td>
<td class="py-3 px-4">公告</td>
<td class="py-3 px-4">甲醇产能20万吨/年</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">云煤能源</td>
<td class="py-3 px-4">甲醇</td>
<td class="py-3 px-4">甲醇</td>
<td class="py-3 px-4">产能10万吨/年</td>
<td class="py-3 px-4">公告</td>
<td class="py-3 px-4">甲醇产能10万吨/年</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">金能科技</td>
<td class="py-3 px-4">甲醇</td>
<td class="py-3 px-4">甲醇</td>
<td class="py-3 px-4">产能10万吨/年</td>
<td class="py-3 px-4">互动</td>
<td class="py-3 px-4">甲醇产能10万吨/年</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">亚钾国际</td>
<td class="py-3 px-4">溴素</td>
<td class="py-3 px-4">溴素</td>
<td class="py-3 px-4">产能A股第一权益产能11600吨/年亚洲溴业产能2.5万吨/年公司持股46.43%</td>
<td class="py-3 px-4">互动</td>
<td class="py-3 px-4">溴素产能A股排名第一涉及权益产能数据</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">山东海化</td>
<td class="py-3 px-4">溴素</td>
<td class="py-3 px-4">溴素</td>
<td class="py-3 px-4">产能A股第二8000吨/年</td>
<td class="py-3 px-4">互动</td>
<td class="py-3 px-4">溴素产能A股排名第二</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">鲁北化工</td>
<td class="py-3 px-4">溴素</td>
<td class="py-3 px-4">溴素</td>
<td class="py-3 px-4">产能A股第三5500吨/年</td>
<td class="py-3 px-4">互动</td>
<td class="py-3 px-4">溴素产能A股排名第三</td>
</tr>
<tr class="border-b border-blue-500/20">
<td class="py-3 px-4 font-semibold">滨化股份</td>
<td class="py-3 px-4">溴素</td>
<td class="py-3 px-4">溴素</td>
<td class="py-3 px-4">产能A股第四4000吨/年</td>
<td class="py-3 px-4">公告</td>
<td class="py-3 px-4">溴素产能A股排名第四</td>
</tr>
<tr>
<td class="py-3 px-4 font-semibold">东方铁塔</td>
<td class="py-3 px-4">溴素</td>
<td class="py-3 px-4">溴素</td>
<td class="py-3 px-4">溴化钠9000吨/年(溴化钠可提取转化为溴素)</td>
<td class="py-3 px-4">互动</td>
<td class="py-3 px-4">涉及溴化钠产能,可转化为溴素</td>
</tr>
</tbody>
</table>
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