1102 lines
59 KiB
HTML
1102 lines
59 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>全球化工产能收缩 - 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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<script src="https://cdnjs.cloudflare.com/ajax/libs/vanta/0.5.24/vanta.waves.min.js"></script>
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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, #0f172a 0%, #1e293b 100%);
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min-height: 100vh;
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}
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.glass-effect {
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background: rgba(255, 255, 255, 0.05);
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backdrop-filter: blur(10px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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.timeline-dot {
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position: relative;
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.timeline-dot::before {
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transform: translateY(-50%);
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height: 10px;
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border-radius: 50%;
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background: #3b82f6;
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}
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.timeline-line {
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position: absolute;
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background: rgba(59, 130, 246, 0.3);
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}
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.gradient-text {
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background: linear-gradient(135deg, #3b82f6 0%, #8b5cf6 100%);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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background-clip: text;
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}
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.card-hover {
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transition: all 0.3s ease;
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}
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.card-hover:hover {
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transform: translateY(-5px);
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box-shadow: 0 20px 40px rgba(0, 0, 0, 0.2);
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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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.table-container {
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overflow-x: auto;
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}
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@media (max-width: 768px) {
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.table-container {
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font-size: 0.75rem;
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}
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.table-container th, .table-container td {
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padding: 0.25rem 0.5rem;
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}
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}
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</style>
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</head>
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<body class="text-gray-100">
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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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 mb-4 gradient-text">全球化工产能收缩</h1>
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<p class="text-xl text-gray-300">从事件驱动到政策驱动的结构性出清</p>
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<div class="mt-6 flex justify-center space-x-4">
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<span class="px-4 py-2 bg-blue-500/20 rounded-full text-sm text-blue-300">产能真空期</span>
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<span class="px-4 py-2 bg-purple-500/20 rounded-full text-sm text-purple-300">政策催化</span>
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<span class="px-4 py-2 bg-green-500/20 rounded-full text-sm text-green-300">量缩价升</span>
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</div>
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</div>
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<!-- 概念事件 - 时间轴 -->
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<div class="glass-effect rounded-2xl p-8 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-timeline mr-3 text-blue-400"></i>
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概念事件时间轴
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</h2>
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="space-y-6">
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<div class="timeline-dot">
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<div class="glass-effect rounded-lg p-4">
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<div class="flex items-center justify-between mb-2">
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<span class="text-blue-400 font-semibold">2024年8月</span>
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<span class="text-xs bg-red-500/20 text-red-300 px-2 py-1 rounded">重大事件</span>
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</div>
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<p class="text-gray-300">全球MDI行业突发不可抗力停产，欧洲装置非计划内停产叠加头部企业检修，导致<strong class="text-blue-300">全球MDI产能缩减约24%</strong>（证券时报）</p>
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</div>
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</div>
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<div class="timeline-dot">
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<div class="glass-effect rounded-lg p-4">
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<div class="flex items-center justify-between mb-2">
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<span class="text-blue-400 font-semibold">2024年7月</span>
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<span class="text-xs bg-yellow-500/20 text-yellow-300 px-2 py-1 rounded">价格飙升</span>
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</div>
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<p class="text-gray-300">甲乙酮因全球供给收缩（国内超30%产能停产）叠加需求稳定，价格<strong class="text-yellow-300">从6400元/吨飙升至8400元/吨</strong>（财联社）</p>
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</div>
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</div>
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<div class="timeline-dot">
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<div class="glass-effect rounded-lg p-4">
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<div class="flex items-center justify-between mb-2">
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<span class="text-blue-400 font-semibold">2025年1月</span>
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<span class="text-xs bg-green-500/20 text-green-300 px-2 py-1 rounded">产能扩张</span>
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</div>
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<p class="text-gray-300">龙星化工炭黑产能扩张（山西20万吨试生产），但行业整体因"反内卷"政策限制新增产能，<strong class="text-green-300">供给端收缩预期强化</strong></p>
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</div>
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</div>
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<div class="timeline-dot">
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<div class="glass-effect rounded-lg p-4">
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<div class="flex items-center justify-between mb-2">
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<span class="text-blue-400 font-semibold">2025年7月</span>
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<span class="text-xs bg-purple-500/20 text-purple-300 px-2 py-1 rounded">价格新高</span>
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</div>
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<p class="text-gray-300">有机硅因山东某企业停车整改，价格<strong class="text-purple-300">涨至12000元/吨</strong>（国泰海通），凸显供给扰动对价格的放大效应</p>
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</div>
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</div>
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</div>
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<div class="mt-6 p-4 bg-gradient-to-r from-blue-500/10 to-purple-500/10 rounded-lg border border-blue-500/30">
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<p class="text-sm"><strong class="text-blue-300">政策催化：</strong>中国"反内卷"政策（2025年7月）明确限制低产能利用率化工品新增产能，叠加欧洲能源危机导致的装置关停，形成全球产能收缩共振。</p>
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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="glass-effect rounded-2xl p-8 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-lightbulb mr-3 text-yellow-400"></i>
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核心观点摘要
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</h2>
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<div class="grid md:grid-cols-3 gap-6">
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<div class="glass-effect rounded-lg p-6 border-l-4 border-blue-500">
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<h3 class="text-lg font-semibold mb-3 text-blue-300">当前阶段</h3>
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<p class="text-gray-300 text-sm">全球化工产能收缩已从<strong class="text-blue-300">偶发事件</strong>演变为<strong class="text-blue-300">政策驱动的结构性出清</strong>，供需错配推动价格弹性。</p>
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</div>
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<div class="glass-effect rounded-lg p-6 border-l-4 border-green-500">
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<h3 class="text-lg font-semibold mb-3 text-green-300">核心驱动力</h3>
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<p class="text-gray-300 text-sm"><strong class="text-green-300">供给端刚性收缩</strong>（政策限制+老旧产能退出）叠加<strong class="text-green-300">需求端韧性</strong>（新能源、出口拉动），形成"量缩价升"的长期逻辑。</p>
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</div>
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<div class="glass-effect rounded-lg p-6 border-l-4 border-purple-500">
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<h3 class="text-lg font-semibold mb-3 text-purple-300">未来潜力</h3>
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<p class="text-gray-300 text-sm">2025-2027年或进入<strong class="text-purple-300">产能真空期</strong>，具备资源壁垒或技术优势的龙头将享受超额利润。</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 -->
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<div class="glass-effect rounded-2xl p-8 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-brain mr-3 text-purple-400"></i>
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核心逻辑与市场认知分析
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</h2>
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<div class="grid md:grid-cols-2 gap-8">
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<div>
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<h3 class="text-lg font-semibold mb-4 text-purple-300">核心驱动力</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<span class="text-blue-400 mr-3 mt-1">1.</span>
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<div>
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<strong class="text-blue-300">政策强制出清</strong>
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<p class="text-sm text-gray-300 mt-1">中国"十四五"规划限制煤化工、磷化工新增产能，欧洲碳关税加速高耗能产能退出。</p>
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</div>
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</div>
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<div class="flex items-start">
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<span class="text-blue-400 mr-3 mt-1">2.</span>
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<div>
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<strong class="text-blue-300">资源瓶颈</strong>
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<p class="text-sm text-gray-300 mt-1">钛矿、磷矿等上游资源枯竭，新增产能无法弥补缺口。</p>
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</div>
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</div>
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<div class="flex items-start">
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<span class="text-blue-400 mr-3 mt-1">3.</span>
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<div>
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<strong class="text-blue-300">不可抗力频发</strong>
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<p class="text-sm text-gray-300 mt-1">2024年巴斯夫德国TDI装置爆炸、福建帝盛UV-1130火灾等事件，放大供给脆弱性。</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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<h3 class="text-lg font-semibold mb-4 text-purple-300">市场热度与预期差</h3>
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<div class="space-y-4">
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<div class="glass-effect rounded-lg p-4">
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<div class="flex items-center justify-between mb-2">
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<span class="text-yellow-300 font-semibold">研报密集度</span>
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<span class="text-xs bg-yellow-500/20 text-yellow-300 px-2 py-1 rounded">高关注</span>
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</div>
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<p class="text-sm text-gray-300">2024年8-12月，国金、申万等机构发布<strong class="text-yellow-300">12篇</strong>产能收缩主题报告，聚焦MDI、钛白粉、制冷剂。</p>
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</div>
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<div class="glass-effect rounded-lg p-4">
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<div class="flex items-center justify-between mb-2">
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<span class="text-red-300 font-semibold">预期差</span>
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<span class="text-xs bg-red-500/20 text-red-300 px-2 py-1 rounded">被低估</span>
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</div>
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<p class="text-sm text-gray-300">中国<strong class="text-red-300">"以旧换新"政策</strong>可能对冲地产下滑，需求端韧性被低估。</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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<!-- 关键催化剂 -->
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<div class="glass-effect rounded-2xl p-8 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-rocket mr-3 text-green-400"></i>
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关键催化剂与未来发展路径
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</h2>
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<div class="grid md:grid-cols-2 gap-8">
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<div>
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<h3 class="text-lg font-semibold mb-4 text-green-300">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-center">
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<i class="fas fa-check-circle text-green-400 mr-3"></i>
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<span class="text-sm"><strong class="text-green-300">政策落地：</strong>2025年Q2中国磷肥出口配额放开，磷化工价格或二次冲高</span>
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</div>
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<div class="flex items-center">
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<i class="fas fa-check-circle text-green-400 mr-3"></i>
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<span class="text-sm"><strong class="text-green-300">检修季：</strong>2025年6-9月纯碱行业检修高峰，库存降至14天历史低位</span>
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</div>
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<div class="flex items-center">
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<i class="fas fa-check-circle text-green-400 mr-3"></i>
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<span class="text-sm"><strong class="text-green-300">海外事件：</strong>美国TMA工厂复产进度，若延期将加剧全球缺口</span>
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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 mb-4 text-green-300">长期路径</h3>
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<div class="space-y-3">
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<div class="glass-effect rounded-lg p-3">
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<p class="text-sm"><strong class="text-blue-300">2025-2026年：</strong>产能真空期，资源型龙头（龙佰、川发龙蟒）市占率提升至50%+</p>
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</div>
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<div class="glass-effect rounded-lg p-3">
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<p class="text-sm"><strong class="text-blue-300">2027年后：</strong>技术替代或打破瓶颈，但政策壁垒仍将限制新进入者</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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<!-- 核心公司对比 -->
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<div class="glass-effect rounded-2xl p-8 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-building mr-3 text-indigo-400"></i>
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核心玩家对比
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</h2>
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<div class="overflow-x-auto">
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<table class="w-full text-sm">
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<thead>
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<tr class="border-b border-gray-700">
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<th class="text-left py-3 px-4 text-indigo-300">公司</th>
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<th class="text-left py-3 px-4 text-indigo-300">逻辑纯度</th>
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<th class="text-left py-3 px-4 text-indigo-300">竞争优势</th>
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<th class="text-left py-3 px-4 text-indigo-300">风险点</th>
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</tr>
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</thead>
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<tbody>
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<tr class="border-b border-gray-800">
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<td class="py-3 px-4 font-semibold text-blue-300">龙佰集团</td>
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<td class="py-3 px-4">
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<span class="text-yellow-400">★★★★★</span>
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</td>
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<td class="py-3 px-4 text-gray-300">钛矿自给率100%+海外反倾销豁免</td>
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<td class="py-3 px-4 text-gray-300">2026年钛矿整合项目延期</td>
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</tr>
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<tr class="border-b border-gray-800">
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<td class="py-3 px-4 font-semibold text-blue-300">川发龙蟒</td>
|
||
<td class="py-3 px-4">
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||
<span class="text-yellow-400">★★★★☆</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-300">磷矿资源+工业盐涨价弹性</td>
|
||
<td class="py-3 px-4 text-gray-300">磷肥出口政策反复</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">正丹股份</td>
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<td class="py-3 px-4">
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<span class="text-yellow-400">★★★★☆</span>
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||
</td>
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<td class="py-3 px-4 text-gray-300">TMA全球缺口27%（美国停产）</td>
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||
<td class="py-3 px-4 text-gray-300">常青科技新增产能公告</td>
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</tr>
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<tr>
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<td class="py-3 px-4 font-semibold text-blue-300">万华化学</td>
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<td class="py-3 px-4">
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<span class="text-yellow-400">★★★☆☆</span>
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</td>
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<td class="py-3 px-4 text-gray-300">MDI成本曲线最左端</td>
|
||
<td class="py-3 px-4 text-gray-300">石化项目拖累现金流</td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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<!-- 潜在风险 -->
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<div class="glass-effect rounded-2xl p-8 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-exclamation-triangle mr-3 text-red-400"></i>
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潜在风险与挑战
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</h2>
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<div class="grid md:grid-cols-3 gap-6">
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<div class="glass-effect rounded-lg p-6 border border-red-500/30">
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<h3 class="text-lg font-semibold mb-3 text-red-300">技术风险</h3>
|
||
<p class="text-sm text-gray-300">HPPO法环氧丙烷若2025年投产后成本低于传统工艺，可能冲击现有氯醇法产能。</p>
|
||
</div>
|
||
<div class="glass-effect rounded-lg p-6 border border-orange-500/30">
|
||
<h3 class="text-lg font-semibold mb-3 text-orange-300">政策风险</h3>
|
||
<p class="text-sm text-gray-300">欧盟碳关税2026年落地，中国高耗能化工品出口或受限。</p>
|
||
</div>
|
||
<div class="glass-effect rounded-lg p-6 border border-yellow-500/30">
|
||
<h3 class="text-lg font-semibold mb-3 text-yellow-300">信息矛盾</h3>
|
||
<p class="text-sm text-gray-300">钛矿储量统计口径差异可能导致供给预期偏差。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 投资启示 -->
|
||
<div class="glass-effect rounded-2xl p-8 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-chart-line mr-3 text-green-400"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
<div class="bg-gradient-to-r from-green-500/10 to-blue-500/10 rounded-lg p-6 mb-6">
|
||
<p class="text-lg font-semibold text-green-300 mb-2">阶段判断</p>
|
||
<p class="text-gray-300">全球化工产能收缩已从事件驱动进入政策+资源驱动的基本面阶段，2025年或迎来盈利拐点。</p>
|
||
</div>
|
||
<div class="grid md:grid-cols-3 gap-6 mb-6">
|
||
<div class="glass-effect rounded-lg p-4">
|
||
<h4 class="font-semibold text-blue-300 mb-2">资源壁垒型</h4>
|
||
<p class="text-sm text-gray-300">龙佰集团（钛矿自给）、川发龙蟒（磷矿+工业盐）</p>
|
||
</div>
|
||
<div class="glass-effect rounded-lg p-4">
|
||
<h4 class="font-semibold text-purple-300 mb-2">技术替代型</h4>
|
||
<p class="text-sm text-gray-300">红宝丽（HPPO法环氧丙烷）</p>
|
||
</div>
|
||
<div class="glass-effect rounded-lg p-4">
|
||
<h4 class="font-semibold text-green-300 mb-2">出口替代型</h4>
|
||
<p class="text-sm text-gray-300">正丹股份（TMA全球缺口）</p>
|
||
</div>
|
||
</div>
|
||
<div class="glass-effect rounded-lg p-4">
|
||
<h4 class="font-semibold text-yellow-300 mb-3">跟踪指标</h4>
|
||
<div class="grid md:grid-cols-3 gap-4 text-sm">
|
||
<div>
|
||
<strong class="text-blue-300">库存：</strong>
|
||
<p class="text-gray-300">纯碱社会库存<20天、钛白粉库存<30天</p>
|
||
</div>
|
||
<div>
|
||
<strong class="text-purple-300">价差：</strong>
|
||
<p class="text-gray-300">TMA-原油价差>2万元/吨、磷矿石-硫酸价差>500元/吨</p>
|
||
</div>
|
||
<div>
|
||
<strong class="text-green-300">政策：</strong>
|
||
<p class="text-gray-300">中国磷肥出口配额、欧盟碳关税豁免清单</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="mt-6 p-4 bg-red-500/10 rounded-lg border border-red-500/30">
|
||
<p class="text-sm"><strong class="text-red-300">风险提示：</strong>若2025年Q2中国地产新开工面积同比转正，或美国TMA工厂提前复产，产能收缩逻辑可能弱化。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="glass-effect rounded-2xl p-8 card-hover">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-table mr-3 text-cyan-400"></i>
|
||
关联股票数据
|
||
</h2>
|
||
|
||
<!-- 有机硅 -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-cyan-300">有机硅 (250710)</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 text-cyan-300">股票名称</th>
|
||
<th class="text-left py-3 px-4 text-cyan-300">分类</th>
|
||
<th class="text-left py-3 px-4 text-cyan-300">项目</th>
|
||
<th class="text-left py-3 px-4 text-cyan-300">产能/产量</th>
|
||
<th class="text-left py-3 px-4 text-cyan-300">年份</th>
|
||
<th class="text-left py-3 px-4 text-cyan-300">来源</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">合盛硅业</td>
|
||
<td class="py-3 px-4 text-gray-300">有机硅单体</td>
|
||
<td class="py-3 px-4 text-gray-300">有机硅单体产能</td>
|
||
<td class="py-3 px-4 text-gray-300">173万吨/年</td>
|
||
<td class="py-3 px-4 text-gray-300">2024年</td>
|
||
<td class="py-3 px-4 text-gray-300">年报</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">东岳硅材</td>
|
||
<td class="py-3 px-4 text-gray-300">有机硅单体</td>
|
||
<td class="py-3 px-4 text-gray-300">有机硅单体产能</td>
|
||
<td class="py-3 px-4 text-gray-300">60万吨/年</td>
|
||
<td class="py-3 px-4 text-gray-300">2024年</td>
|
||
<td class="py-3 px-4 text-gray-300">年报</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">兴发集团</td>
|
||
<td class="py-3 px-4 text-gray-300">有机硅单体</td>
|
||
<td class="py-3 px-4 text-gray-300">有机硅单体设计产能</td>
|
||
<td class="py-3 px-4 text-gray-300">60万吨/年</td>
|
||
<td class="py-3 px-4 text-gray-300">2024年</td>
|
||
<td class="py-3 px-4 text-gray-300">年报</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">新安股份</td>
|
||
<td class="py-3 px-4 text-gray-300">有机硅单体</td>
|
||
<td class="py-3 px-4 text-gray-300">有机硅单体产能</td>
|
||
<td class="py-3 px-4 text-gray-300">50万吨/年</td>
|
||
<td class="py-3 px-4 text-gray-300">2024年</td>
|
||
<td class="py-3 px-4 text-gray-300">年报</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">三友化工</td>
|
||
<td class="py-3 px-4 text-gray-300">有机硅单体</td>
|
||
<td class="py-3 px-4 text-gray-300">有机硅单体产能</td>
|
||
<td class="py-3 px-4 text-gray-300">40万吨/年</td>
|
||
<td class="py-3 px-4 text-gray-300">2024年</td>
|
||
<td class="py-3 px-4 text-gray-300">公告/互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">鲁西化工</td>
|
||
<td class="py-3 px-4 text-gray-300">有机硅单体</td>
|
||
<td class="py-3 px-4 text-gray-300">有机硅单体产能</td>
|
||
<td class="py-3 px-4 text-gray-300">40万吨/年（已投产）</td>
|
||
<td class="py-3 px-4 text-gray-300">2025年</td>
|
||
<td class="py-3 px-4 text-gray-300">公告</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">合盛硅业</td>
|
||
<td class="py-3 px-4 text-gray-300">硅橡胶</td>
|
||
<td class="py-3 px-4 text-gray-300">硅橡胶产量/销量</td>
|
||
<td class="py-3 px-4 text-gray-300">97.42/83.51万吨</td>
|
||
<td class="py-3 px-4 text-gray-300">2024年</td>
|
||
<td class="py-3 px-4 text-gray-300">公告</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">东岳硅材</td>
|
||
<td class="py-3 px-4 text-gray-300">硅橡胶</td>
|
||
<td class="py-3 px-4 text-gray-300">主要产品</td>
|
||
<td class="py-3 px-4 text-gray-300">硅橡胶、硅油、硅树脂等</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">年报</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">新安股份</td>
|
||
<td class="py-3 px-4 text-gray-300">硅橡胶</td>
|
||
<td class="py-3 px-4 text-gray-300">硅橡胶产量/销量</td>
|
||
<td class="py-3 px-4 text-gray-300">8.24/8.06万吨</td>
|
||
<td class="py-3 px-4 text-gray-300">2024年</td>
|
||
<td class="py-3 px-4 text-gray-300">公告</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">硅宝科技</td>
|
||
<td class="py-3 px-4 text-gray-300">硅橡胶</td>
|
||
<td class="py-3 px-4 text-gray-300">行业地位/产能</td>
|
||
<td class="py-3 px-4 text-gray-300">中国有机硅密封胶行业龙头/21万吨/年</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">研报</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">回天新材</td>
|
||
<td class="py-3 px-4 text-gray-300">硅橡胶</td>
|
||
<td class="py-3 px-4 text-gray-300">有机硅胶设计产能</td>
|
||
<td class="py-3 px-4 text-gray-300">21万吨/年</td>
|
||
<td class="py-3 px-4 text-gray-300">2024年</td>
|
||
<td class="py-3 px-4 text-gray-300">年报</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">ST宏达</td>
|
||
<td class="py-3 px-4 text-gray-300">硅橡胶</td>
|
||
<td class="py-3 px-4 text-gray-300">混炼胶营收/占比</td>
|
||
<td class="py-3 px-4 text-gray-300">3.26亿元/93.73%</td>
|
||
<td class="py-3 px-4 text-gray-300">2024年</td>
|
||
<td class="py-3 px-4 text-gray-300">年报</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">江瀚新材</td>
|
||
<td class="py-3 px-4 text-gray-300">硅烷</td>
|
||
<td class="py-3 px-4 text-gray-300">功能性硅烷营收/占比</td>
|
||
<td class="py-3 px-4 text-gray-300">21.5亿/97.03%</td>
|
||
<td class="py-3 px-4 text-gray-300">2024年</td>
|
||
<td class="py-3 px-4 text-gray-300">年报</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">晨光新材</td>
|
||
<td class="py-3 px-4 text-gray-300">硅烷</td>
|
||
<td class="py-3 px-4 text-gray-300">功能性硅烷营收/占比</td>
|
||
<td class="py-3 px-4 text-gray-300">11.57亿元/99.75%</td>
|
||
<td class="py-3 px-4 text-gray-300">2024年</td>
|
||
<td class="py-3 px-4 text-gray-300">年报</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">宏柏新材</td>
|
||
<td class="py-3 px-4 text-gray-300">偶联剂</td>
|
||
<td class="py-3 px-4 text-gray-300">硅烷偶联剂营收/占比</td>
|
||
<td class="py-3 px-4 text-gray-300">12.36亿/83.66%</td>
|
||
<td class="py-3 px-4 text-gray-300">2024年</td>
|
||
<td class="py-3 px-4 text-gray-300">年报</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">恒星科技</td>
|
||
<td class="py-3 px-4 text-gray-300">其他</td>
|
||
<td class="py-3 px-4 text-gray-300">有机硅及相关产品产量/销量</td>
|
||
<td class="py-3 px-4 text-gray-300">9.05/8.64万吨</td>
|
||
<td class="py-3 px-4 text-gray-300">2024年</td>
|
||
<td class="py-3 px-4 text-gray-300">调研</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">润禾材料</td>
|
||
<td class="py-3 px-4 text-gray-300">其他</td>
|
||
<td class="py-3 px-4 text-gray-300">有机硅材料产销量</td>
|
||
<td class="py-3 px-4 text-gray-300">7.76/7.69万吨</td>
|
||
<td class="py-3 px-4 text-gray-300">2024年</td>
|
||
<td class="py-3 px-4 text-gray-300">研报</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">远翔新材</td>
|
||
<td class="py-3 px-4 text-gray-300">其他</td>
|
||
<td class="py-3 px-4 text-gray-300">二氧化硅（硅橡胶用）营收/占比</td>
|
||
<td class="py-3 px-4 text-gray-300">4.65亿元/98.65%</td>
|
||
<td class="py-3 px-4 text-gray-300">2024年</td>
|
||
<td class="py-3 px-4 text-gray-300">年报</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 环氧丙烷 -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-cyan-300">环氧丙烷 (250321)</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 text-cyan-300">股票名称</th>
|
||
<th class="text-left py-3 px-4 text-cyan-300">项目/技术</th>
|
||
<th class="text-left py-3 px-4 text-cyan-300">产能(万吨)</th>
|
||
<th class="text-left py-3 px-4 text-cyan-300">市值/产能比</th>
|
||
<th class="text-left py-3 px-4 text-cyan-300">备注</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">红宝丽</td>
|
||
<td class="py-3 px-4 text-gray-300">项目计划于2025年9月完成</td>
|
||
<td class="py-3 px-4 text-gray-300">25</td>
|
||
<td class="py-3 px-4 text-gray-300">1.61</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">怡达股份</td>
|
||
<td class="py-3 px-4 text-gray-300">加快推进建设22万吨项目</td>
|
||
<td class="py-3 px-4 text-gray-300">15</td>
|
||
<td class="py-3 px-4 text-gray-300">1.68</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">红墙股份</td>
|
||
<td class="py-3 px-4 text-gray-300">试车一次成功</td>
|
||
<td class="py-3 px-4 text-gray-300">32</td>
|
||
<td class="py-3 px-4 text-gray-300">0.59</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">华泰股份</td>
|
||
<td class="py-3 px-4 text-gray-300">子公司东营华泰年产8万吨</td>
|
||
<td class="py-3 px-4 text-gray-300">8</td>
|
||
<td class="py-3 px-4 text-gray-300">6.71</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">万华化学</td>
|
||
<td class="py-3 px-4 text-gray-300">POCHP技术</td>
|
||
<td class="py-3 px-4 text-gray-300">36</td>
|
||
<td class="py-3 px-4 text-gray-300">59.3</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">中化国际</td>
|
||
<td class="py-3 px-4 text-gray-300">HPPO技术</td>
|
||
<td class="py-3 px-4 text-gray-300">40</td>
|
||
<td class="py-3 px-4 text-gray-300">3.48</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">奥克股份</td>
|
||
<td class="py-3 px-4 text-gray-300">与天津石化混改项目</td>
|
||
<td class="py-3 px-4 text-gray-300">约15</td>
|
||
<td class="py-3 px-4 text-gray-300">3.02</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">东华能源</td>
|
||
<td class="py-3 px-4 text-gray-300">2023年下调至20万吨</td>
|
||
<td class="py-3 px-4 text-gray-300">20</td>
|
||
<td class="py-3 px-4 text-gray-300">8</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">航锦科技</td>
|
||
<td class="py-3 px-4 text-gray-300">烧碱、环氧丙烷、聚醚产业链</td>
|
||
<td class="py-3 px-4 text-gray-300">12</td>
|
||
<td class="py-3 px-4 text-gray-300">16.3</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">滨化股份</td>
|
||
<td class="py-3 px-4 text-gray-300">过氧化氢直接氧化法</td>
|
||
<td class="py-3 px-4 text-gray-300">27</td>
|
||
<td class="py-3 px-4 text-gray-300">3.07</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">齐翔腾达</td>
|
||
<td class="py-3 px-4 text-gray-300">生产线已建设完工</td>
|
||
<td class="py-3 px-4 text-gray-300">30</td>
|
||
<td class="py-3 px-4 text-gray-300">4.63</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">维远股份</td>
|
||
<td class="py-3 px-4 text-gray-300">过氧化氢直接氧化法</td>
|
||
<td class="py-3 px-4 text-gray-300">30</td>
|
||
<td class="py-3 px-4 text-gray-300">2.73</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">石大胜华</td>
|
||
<td class="py-3 px-4 text-gray-300">技改后5-6万吨/年左右</td>
|
||
<td class="py-3 px-4 text-gray-300">5~6</td>
|
||
<td class="py-3 px-4 text-gray-300">12~14.4</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">永和股份</td>
|
||
<td class="py-3 px-4 text-gray-300">邵武永和0.3万吨/年HFPO试生产</td>
|
||
<td class="py-3 px-4 text-gray-300">0.3</td>
|
||
<td class="py-3 px-4 text-gray-300">353.33</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">美邦科技</td>
|
||
<td class="py-3 px-4 text-gray-300">持续攻关HPPO法环氧丙烷</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">未披露具体产能数据</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">科隆股份</td>
|
||
<td class="py-3 px-4 text-gray-300">生产原材料</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">环氧丙烷价格降低有利于降低采购成本</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">隆华新材</td>
|
||
<td class="py-3 px-4 text-gray-300">生产原材料</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">百川股份</td>
|
||
<td class="py-3 px-4 text-gray-300">生产原材料</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 环氧丙烷更新 -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-cyan-300">环氧丙烷 (250325更新)</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 text-cyan-300">股票名称</th>
|
||
<th class="text-left py-3 px-4 text-cyan-300">分类</th>
|
||
<th class="text-left py-3 px-4 text-cyan-300">项目/技术</th>
|
||
<th class="text-left py-3 px-4 text-cyan-300">产能(万吨)</th>
|
||
<th class="text-left py-3 px-4 text-cyan-300">市值(亿元)</th>
|
||
<th class="text-left py-3 px-4 text-cyan-300">市值/产能比</th>
|
||
<th class="text-left py-3 px-4 text-cyan-300">产业链</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">红宝丽</td>
|
||
<td class="py-3 px-4 text-gray-300">生产厂商</td>
|
||
<td class="py-3 px-4 text-gray-300">2025年9月完成</td>
|
||
<td class="py-3 px-4 text-gray-300">25</td>
|
||
<td class="py-3 px-4 text-gray-300">44.41</td>
|
||
<td class="py-3 px-4 text-gray-300">1.77</td>
|
||
<td class="py-3 px-4 text-gray-300">环氧丙烷生产</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">怡达股份</td>
|
||
<td class="py-3 px-4 text-gray-300">生产厂商</td>
|
||
<td class="py-3 px-4 text-gray-300">年产22万吨项目</td>
|
||
<td class="py-3 px-4 text-gray-300">15</td>
|
||
<td class="py-3 px-4 text-gray-300">31.78</td>
|
||
<td class="py-3 px-4 text-gray-300">2.11</td>
|
||
<td class="py-3 px-4 text-gray-300">环氧丙烷生产</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">华泰股份</td>
|
||
<td class="py-3 px-4 text-gray-300">生产厂商</td>
|
||
<td class="py-3 px-4 text-gray-300">子公司东营华泰年产8万吨</td>
|
||
<td class="py-3 px-4 text-gray-300">8</td>
|
||
<td class="py-3 px-4 text-gray-300">54</td>
|
||
<td class="py-3 px-4 text-gray-300">6.75</td>
|
||
<td class="py-3 px-4 text-gray-300">环氧丙烷生产</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">万华化学</td>
|
||
<td class="py-3 px-4 text-gray-300">生产厂商</td>
|
||
<td class="py-3 px-4 text-gray-300">POCPH技术</td>
|
||
<td class="py-3 px-4 text-gray-300">36</td>
|
||
<td class="py-3 px-4 text-gray-300">2150</td>
|
||
<td class="py-3 px-4 text-gray-300">59.72</td>
|
||
<td class="py-3 px-4 text-gray-300">环氧丙烷生产</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">中化国际</td>
|
||
<td class="py-3 px-4 text-gray-300">生产厂商</td>
|
||
<td class="py-3 px-4 text-gray-300">HPPO技术</td>
|
||
<td class="py-3 px-4 text-gray-300">40</td>
|
||
<td class="py-3 px-4 text-gray-300">141</td>
|
||
<td class="py-3 px-4 text-gray-300">3.52</td>
|
||
<td class="py-3 px-4 text-gray-300">环氧丙烷生产</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">航锦科技</td>
|
||
<td class="py-3 px-4 text-gray-300">生产厂商</td>
|
||
<td class="py-3 px-4 text-gray-300">烧碱、环氧丙烷、聚醚</td>
|
||
<td class="py-3 px-4 text-gray-300">12</td>
|
||
<td class="py-3 px-4 text-gray-300">181.9</td>
|
||
<td class="py-3 px-4 text-gray-300">15.1</td>
|
||
<td class="py-3 px-4 text-gray-300">环氧丙烷生产</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">滨化股份</td>
|
||
<td class="py-3 px-4 text-gray-300">生产厂商</td>
|
||
<td class="py-3 px-4 text-gray-300">过氧化氢直接氧化法</td>
|
||
<td class="py-3 px-4 text-gray-300">27</td>
|
||
<td class="py-3 px-4 text-gray-300">89.7</td>
|
||
<td class="py-3 px-4 text-gray-300">3.32</td>
|
||
<td class="py-3 px-4 text-gray-300">环氧丙烷生产</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">齐翔腾达</td>
|
||
<td class="py-3 px-4 text-gray-300">生产厂商</td>
|
||
<td class="py-3 px-4 text-gray-300">生产线已建设完工</td>
|
||
<td class="py-3 px-4 text-gray-300">30</td>
|
||
<td class="py-3 px-4 text-gray-300">144.1</td>
|
||
<td class="py-3 px-4 text-gray-300">4.8</td>
|
||
<td class="py-3 px-4 text-gray-300">环氧丙烷生产</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">维远股份</td>
|
||
<td class="py-3 px-4 text-gray-300">生产厂商</td>
|
||
<td class="py-3 px-4 text-gray-300">过氧化氢直接氧化法</td>
|
||
<td class="py-3 px-4 text-gray-300">30</td>
|
||
<td class="py-3 px-4 text-gray-300">84.5</td>
|
||
<td class="py-3 px-4 text-gray-300">2.82</td>
|
||
<td class="py-3 px-4 text-gray-300">环氧丙烷生产</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">石大胜华</td>
|
||
<td class="py-3 px-4 text-gray-300">生产厂商</td>
|
||
<td class="py-3 px-4 text-gray-300">技改后5-6万吨/年</td>
|
||
<td class="py-3 px-4 text-gray-300">5~6</td>
|
||
<td class="py-3 px-4 text-gray-300">73.5</td>
|
||
<td class="py-3 px-4 text-gray-300">12.25~14.7</td>
|
||
<td class="py-3 px-4 text-gray-300">环氧丙烷生产</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">永和股份</td>
|
||
<td class="py-3 px-4 text-gray-300">生产厂商</td>
|
||
<td class="py-3 px-4 text-gray-300">邵武永和0.3万吨/年HFPO试生产</td>
|
||
<td class="py-3 px-4 text-gray-300">0.3</td>
|
||
<td class="py-3 px-4 text-gray-300">107</td>
|
||
<td class="py-3 px-4 text-gray-300">356.6</td>
|
||
<td class="py-3 px-4 text-gray-300">环氧丙烷生产</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">红墙股份</td>
|
||
<td class="py-3 px-4 text-gray-300">相关衍生品</td>
|
||
<td class="py-3 px-4 text-gray-300">年产32万吨环氧乙烷及环氧丙烷衍生物装置试车一次成功</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">环氧丙烷下游应用</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">奥克股份</td>
|
||
<td class="py-3 px-4 text-gray-300">相关衍生品</td>
|
||
<td class="py-3 px-4 text-gray-300">环氧乙烷衍生品为主业，暂无环氧丙烷规模化生产</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">环氧丙烷下游应用</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">东华能源</td>
|
||
<td class="py-3 px-4 text-gray-300">上游原材料</td>
|
||
<td class="py-3 px-4 text-gray-300">产品丙烯(180万吨/年)主要用于生产聚丙烯、环氧丙烷等</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">环氧丙烷上游原料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">科隆股份</td>
|
||
<td class="py-3 px-4 text-gray-300">生产原材料</td>
|
||
<td class="py-3 px-4 text-gray-300">环氧丙烷价格降低有利于降低采购成本</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">环氧丙烷上游原料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">隆华新材</td>
|
||
<td class="py-3 px-4 text-gray-300">生产原材料</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">环氧丙烷上游原料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">百川股份</td>
|
||
<td class="py-3 px-4 text-gray-300">生产原材料</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">环氧丙烷上游原料</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">美邦科技</td>
|
||
<td class="py-3 px-4 text-gray-300">其它</td>
|
||
<td class="py-3 px-4 text-gray-300">持续攻关HPPO法环氧丙烷</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">环氧丙烷技术开发</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 苯酚丙酮 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-cyan-300">苯酚丙酮 (250623)</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 text-cyan-300">股票名称</th>
|
||
<th class="text-left py-3 px-4 text-cyan-300">分类</th>
|
||
<th class="text-left py-3 px-4 text-cyan-300">项目/产品</th>
|
||
<th class="text-left py-3 px-4 text-cyan-300">产能/数据</th>
|
||
<th class="text-left py-3 px-4 text-cyan-300">产业链</th>
|
||
<th class="text-left py-3 px-4 text-cyan-300">信息来源</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">维远股份</td>
|
||
<td class="py-3 px-4 text-gray-300">生产商</td>
|
||
<td class="py-3 px-4 text-gray-300">苯酚、丙酮—双酚A—聚碳酸酯</td>
|
||
<td class="py-3 px-4 text-gray-300">苯酚产能44万吨，丙酮产能26万吨</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">公司互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">中化国际</td>
|
||
<td class="py-3 px-4 text-gray-300">生产商</td>
|
||
<td class="py-3 px-4 text-gray-300">苯酚产能65万吨/年</td>
|
||
<td class="py-3 px-4 text-gray-300">2023年已产出合格产品</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">网络资料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">永东股份</td>
|
||
<td class="py-3 px-4 text-gray-300">生产商</td>
|
||
<td class="py-3 px-4 text-gray-300">煤焦油加工粗酚精制产品</td>
|
||
<td class="py-3 px-4 text-gray-300">苯酚、邻甲酚、间对甲酚</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">公司公告</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">沧州大化</td>
|
||
<td class="py-3 px-4 text-gray-300">生产商</td>
|
||
<td class="py-3 px-4 text-gray-300">聚海分公司年产20万吨双酚A项目</td>
|
||
<td class="py-3 px-4 text-gray-300">21.7万吨/年苯酚、13.4万吨/年丙酮</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">公司公告</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">万华化学</td>
|
||
<td class="py-3 px-4 text-gray-300">生产商</td>
|
||
<td class="py-3 px-4 text-gray-300">双酚A一体化装置技改扩能项目</td>
|
||
<td class="py-3 px-4 text-gray-300">苯酚丙酮装置从65万吨/年提升至78万吨/年</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">公司官网</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">安迪苏</td>
|
||
<td class="py-3 px-4 text-gray-300">生产商</td>
|
||
<td class="py-3 px-4 text-gray-300">业务板块</td>
|
||
<td class="py-3 px-4 text-gray-300">材料科学、生命科学、环境科学</td>
|
||
<td class="py-3 px-4 text-gray-300">硅产业链相关产品、工程塑料、苯酚丙酮等</td>
|
||
<td class="py-3 px-4 text-gray-300">公司公告</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">金禾实业</td>
|
||
<td class="py-3 px-4 text-gray-300">生产商</td>
|
||
<td class="py-3 px-4 text-gray-300">产品</td>
|
||
<td class="py-3 px-4 text-gray-300">丙酮（相关领域生产能力）</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">公司公告</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">建新股份</td>
|
||
<td class="py-3 px-4 text-gray-300">产业链相关</td>
|
||
<td class="py-3 px-4 text-gray-300">产品</td>
|
||
<td class="py-3 px-4 text-gray-300">间氨基苯酚（用于抗结核类药及农药除草剂）</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">公司互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">渤海化学</td>
|
||
<td class="py-3 px-4 text-gray-300">产业链相关</td>
|
||
<td class="py-3 px-4 text-gray-300">业务</td>
|
||
<td class="py-3 px-4 text-gray-300">丙烷制丙烯业务</td>
|
||
<td class="py-3 px-4 text-gray-300">丙烯酸、丁辛醇、环氧丙烷、苯酚丙酮等</td>
|
||
<td class="py-3 px-4 text-gray-300">公司互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">兴通股份</td>
|
||
<td class="py-3 px-4 text-gray-300">产业链相关</td>
|
||
<td class="py-3 px-4 text-gray-300">业务</td>
|
||
<td class="py-3 px-4 text-gray-300">散装液体危险货物水上运输</td>
|
||
<td class="py-3 px-4 text-gray-300">苯酚、丙酮等石油化工产品</td>
|
||
<td class="py-3 px-4 text-gray-300">公司互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">鲁西化工</td>
|
||
<td class="py-3 px-4 text-gray-300">产业链相关</td>
|
||
<td class="py-3 px-4 text-gray-300">业务</td>
|
||
<td class="py-3 px-4 text-gray-300">外购苯酚丙酮生产双酚A</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">公司互动</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">彤程新材</td>
|
||
<td class="py-3 px-4 text-gray-300">产业链相关</td>
|
||
<td class="py-3 px-4 text-gray-300">上游原料</td>
|
||
<td class="py-3 px-4 text-gray-300">苯酚、间苯二酚、甲醛、烷基酚等</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">公司互动</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("particles-js", {
|
||
particles: {
|
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number: {
|
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value: 80,
|
||
density: {
|
||
enable: true,
|
||
value_area: 800
|
||
}
|
||
},
|
||
color: {
|
||
value: "#3b82f6"
|
||
},
|
||
shape: {
|
||
type: "circle"
|
||
},
|
||
opacity: {
|
||
value: 0.5,
|
||
random: false
|
||
},
|
||
size: {
|
||
value: 3,
|
||
random: true
|
||
},
|
||
line_linked: {
|
||
enable: true,
|
||
distance: 150,
|
||
color: "#3b82f6",
|
||
opacity: 0.4,
|
||
width: 1
|
||
},
|
||
move: {
|
||
enable: true,
|
||
speed: 2,
|
||
direction: "none",
|
||
random: false,
|
||
straight: false,
|
||
out_mode: "out",
|
||
bounce: false
|
||
}
|
||
},
|
||
interactivity: {
|
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detect_on: "canvas",
|
||
events: {
|
||
onhover: {
|
||
enable: true,
|
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mode: "grab"
|
||
},
|
||
onclick: {
|
||
enable: true,
|
||
mode: "push"
|
||
},
|
||
resize: true
|
||
},
|
||
modes: {
|
||
grab: {
|
||
distance: 140,
|
||
line_linked: {
|
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opacity: 1
|
||
}
|
||
},
|
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push: {
|
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particles_nb: 4
|
||
}
|
||
}
|
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},
|
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retina_detect: true
|
||
});
|
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|
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// 添加滚动动画
|
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const observerOptions = {
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threshold: 0.1,
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rootMargin: '0px 0px -50px 0px'
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};
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const observer = new IntersectionObserver((entries) => {
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entries.forEach(entry => {
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if (entry.isIntersecting) {
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entry.target.style.opacity = '1';
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entry.target.style.transform = 'translateY(0)';
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}
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});
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}, observerOptions);
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|
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document.querySelectorAll('.card-hover').forEach(el => {
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el.style.opacity = '0';
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el.style.transform = 'translateY(20px)';
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el.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
|
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observer.observe(el);
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});
|
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</script>
|
||
</body>
|
||
</html>
|
||
``` |