540 lines
30 KiB
HTML
540 lines
30 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>变压器出海概念分析</title>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
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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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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.tailwindcss.com"></script>
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<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
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<script src="https://unpkg.com/mermaid/dist/mermaid.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, #f5f7fa 0%, #e4e8f0 100%);
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.gradient-bg {
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background: linear-gradient(135deg, #1e3c72 0%, #2a5298 100%);
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box-shadow: 0 10px 30px rgba(0, 0, 0, 0.1);
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border: 3px solid #e0e7ff;
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.timeline-line {
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width: 2px;
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background-color: #e0e7ff;
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position: absolute;
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left: 7px;
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top: 16px;
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bottom: 0;
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}
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@media (max-width: 768px) {
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.table-responsive {
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overflow-x: auto;
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}
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.timeline-line {
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left: 7px;
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}
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}
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</style>
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</head>
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<body class="bg-gray-50">
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- 页面标题 -->
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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">变压器出海概念分析</h1>
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<p class="text-lg text-gray-600 max-w-3xl mx-auto">从"主题炒作"到"订单兑现+产能落地"的基本面驱动阶段，2024-2026年为黄金窗口期</p>
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</div>
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<!-- 概念事件时间线 -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<span class="w-3 h-3 bg-indigo-500 rounded-full mr-3"></span>
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概念事件时间线
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</h2>
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<div class="relative">
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<div class="timeline-line"></div>
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<div class="space-y-8">
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<div class="relative flex">
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<div class="timeline-dot flex-shrink-0"></div>
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<div class="ml-6">
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<h3 class="text-lg font-semibold text-gray-800">2023Q1-Q2</h3>
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<p class="text-gray-600">美国变压器交付周期从疫情前30-60周暴增至<strong>120周</strong>（WoodMac数据），配电变压器价格<strong>+68%</strong>（2020-2023），供需缺口首次被市场广泛关注。</p>
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</div>
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</div>
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<div class="relative flex">
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<div class="timeline-dot flex-shrink-0"></div>
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<div class="ml-6">
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<h3 class="text-lg font-semibold text-gray-800">2023年9月</h3>
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<p class="text-gray-600">金盘科技公告<strong>7.39亿元</strong>欧洲长单，验证海外客户"锁量锁价"模式，拉开中国厂商出海序幕。</p>
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</div>
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</div>
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<div class="relative flex">
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<div class="timeline-dot flex-shrink-0"></div>
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<div class="ml-6">
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<h3 class="text-lg font-semibold text-gray-800">2024年5月</h3>
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<p class="text-gray-600">美国《通胀削减法案》细则落地，制造业回流项目（<strong>8600亿美元</strong>储备订单）明确变压器需求增量。</p>
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</div>
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</div>
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<div class="relative flex">
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<div class="timeline-dot flex-shrink-0"></div>
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<div class="ml-6">
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<h3 class="text-lg font-semibold text-gray-800">2024年12月</h3>
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<p class="text-gray-600">中国变压器出口<strong>529.8亿元</strong>（同比+27%），其中液体变压器<strong>+43%</strong>，北美市场贡献<strong>11.7亿美元</strong>（同比+40%）。</p>
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</div>
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</div>
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<div class="relative flex">
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<div class="timeline-dot flex-shrink-0"></div>
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<div class="ml-6">
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<h3 class="text-lg font-semibold text-gray-800">2025年7月</h3>
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<p class="text-gray-600">字节跳动华北数据中心招标启动，金盘科技独供<strong>3亿元</strong>AIDC变压器，标志AI算力需求成为新催化。</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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<!-- 核心观点摘要 -->
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<div class="gradient-bg rounded-xl card-shadow p-6 mb-8 text-white">
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<h2 class="text-2xl font-bold mb-6">核心观点摘要</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-lg p-5">
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<h3 class="text-lg font-semibold mb-3">阶段判断</h3>
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<p>变压器出海已从"主题炒作"进入"订单兑现+产能落地"的基本面驱动阶段，<strong>2024-2026年为黄金窗口期</strong>。</p>
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</div>
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<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-lg p-5">
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<h3 class="text-lg font-semibold mb-3">核心驱动力</h3>
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<p>海外电网老化（美国38年平均寿命）+新能源并网（全球3000GW排队）+AI算力（字节2000亿Capex）三重需求共振，而欧美产能扩张滞后（2027年前缺口难补）。</p>
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</div>
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<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-lg p-5">
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<h3 class="text-lg font-semibold mb-3">预期差</h3>
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<p>市场仍低估<strong>AI数据中心变压器</strong>的爆发性（404亿增量空间，6倍于柴发/UPS），以及中国厂商通过墨西哥产能规避关税的灵活性。</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="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6">核心逻辑与市场认知分析</h2>
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<h3 class="text-xl font-semibold text-gray-800 mb-4">核心驱动力</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full divide-y divide-gray-200">
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<thead class="bg-gray-50">
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<tr>
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<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">维度</th>
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<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">数据验证</th>
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</tr>
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</thead>
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<tbody class="bg-white divide-y divide-gray-200">
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<tr>
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<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">需求端</td>
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<td class="px-6 py-4 text-gray-600">美国变压器交付周期<strong>120周</strong>（2023Q3），配电变压器价格<strong>+68%</strong>（2020-2023）</td>
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</tr>
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<tr>
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<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">政策端</td>
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<td class="px-6 py-4 text-gray-600">欧盟RepowerEU计划<strong>5840亿欧元</strong>电网投资，美国IRA法案刺激制造业回流</td>
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</tr>
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<tr>
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<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">技术端</td>
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<td class="px-6 py-4 text-gray-600">新能源升压需求为传统机组<strong>2-3倍</strong>（光伏690V→500kV需多级升压）</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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<h3 class="text-xl font-semibold text-gray-800 mt-8 mb-4">市场认知偏差</h3>
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<div class="bg-yellow-50 border-l-4 border-yellow-400 p-4 mb-4">
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<div class="flex">
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<div class="flex-shrink-0">
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<svg class="h-5 w-5 text-yellow-400" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor">
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<path fill-rule="evenodd" d="M8.257 3.099c.765-1.36 2.722-1.36 3.486 0l5.58 9.92c.75 1.334-.213 2.98-1.742 2.98H4.42c-1.53 0-2.493-1.646-1.743-2.98l5.58-9.92zM11 13a1 1 0 11-2 0 1 1 0 012 0zm-1-8a1 1 0 00-1 1v3a1 1 0 002 0V6a1 1 0 00-1-1z" clip-rule="evenodd" />
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</svg>
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</div>
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<div class="ml-3">
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<p class="text-sm text-yellow-700">
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<strong>高估</strong>：认为欧美本土扩产（如西门子2025年投产）会快速填补缺口。<strong>实际</strong>：日立1.8亿美元仅建3万㎡工厂，而伊戈尔8600万美元可建6.5万㎡，<strong>中国产能效率是海外2倍</strong>。
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</p>
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</div>
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</div>
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</div>
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<div class="bg-blue-50 border-l-4 border-blue-400 p-4">
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<div class="flex">
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<div class="flex-shrink-0">
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<svg class="h-5 w-5 text-blue-400" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor">
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<path fill-rule="evenodd" d="M18 10a8 8 0 11-16 0 8 8 0 0116 0zm-7-4a1 1 0 11-2 0 1 1 0 012 0zM9 9a1 1 0 000 2v3a1 1 0 001 1h1a1 1 0 100-2v-3a1 1 0 00-1-1H9z" clip-rule="evenodd" />
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</svg>
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</div>
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<div class="ml-3">
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<p class="text-sm text-blue-700">
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<strong>低估</strong>：AI数据中心变压器需求。<strong>字节跳动2000亿Capex对应10亿变压器订单</strong>（金盘独供），而市场尚未计价该业务（现价160亿市值仅反映主业）。
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</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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<!-- 关键催化剂与未来发展路径 -->
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8 mb-8">
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<div class="bg-white rounded-xl card-shadow p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-6">近期催化剂（3-6个月）</h2>
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<ol class="space-y-4">
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<li class="flex">
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<span class="flex-shrink-0 flex items-center justify-center h-6 w-6 rounded-full bg-indigo-100 text-indigo-800 font-bold mr-3">1</span>
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<p><strong>2025Q3字节跳动弗吉尼亚项目招标</strong>（预计5亿订单，金盘/顺钠竞争）。</p>
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</li>
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<li class="flex">
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<span class="flex-shrink-0 flex items-center justify-center h-6 w-6 rounded-full bg-indigo-100 text-indigo-800 font-bold mr-3">2</span>
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<p><strong>美国变压器进口数据</strong>（2025年1-2月已同比+62%），若持续高增将强化紧缺预期。</p>
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</li>
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<li class="flex">
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<span class="flex-shrink-0 flex items-center justify-center h-6 w-6 rounded-full bg-indigo-100 text-indigo-800 font-bold mr-3">3</span>
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<p><strong>墨西哥产能落地</strong>：金盘科技美国工厂Q3投产，伊戈尔墨西哥工厂2025H2投产，规避25%关税。</p>
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</li>
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</ol>
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</div>
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<div class="bg-white rounded-xl card-shadow p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-6">长期路径（2025-2027）</h2>
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<ol class="space-y-4">
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<li class="flex">
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<span class="flex-shrink-0 flex items-center justify-center h-6 w-6 rounded-full bg-green-100 text-green-800 font-bold mr-3">1</span>
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<p><strong>2025年</strong>：中国厂商海外市占率从<strong><3%</strong>提升至<strong>10%</strong>（对应50亿美元增量）。</p>
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</li>
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<li class="flex">
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<span class="flex-shrink-0 flex items-center justify-center h-6 w-6 rounded-full bg-green-100 text-green-800 font-bold mr-3">2</span>
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<p><strong>2026年</strong>：AI数据中心变压器渗透率超30%（当前<5%），催生<strong>模块化电源解决方案</strong>（金盘已布局）。</p>
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</li>
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<li class="flex">
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<span class="flex-shrink-0 flex items-center justify-center h-6 w-6 rounded-full bg-green-100 text-green-800 font-bold mr-3">3</span>
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<p><strong>2027年</strong>：欧美本土扩产释放，但新能源+AI需求年复合增速<strong>>20%</strong>，供需紧平衡延续。</p>
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</li>
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</ol>
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</div>
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</div>
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<!-- 产业链图谱 -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6">产业链图谱</h2>
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<div class="flex justify-center">
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<div class="mermaid" id="mermaid-diagram">
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graph TD
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A[取向硅钢/铜] --> B[变压器制造]
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B --> C[新能源升压变]
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B --> D[AI数据中心变]
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B --> E[电网替换变]
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C --> F[金盘科技/伊戈尔]
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D --> G[金盘科技/顺钠股份]
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E --> H[思源电气/特变电工]
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</div>
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</div>
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</div>
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<!-- 核心玩家对比 -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6">核心玩家对比</h2>
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<div class="overflow-x-auto">
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<table class="min-w-full divide-y divide-gray-200">
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<thead class="bg-gray-50">
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<tr>
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<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
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<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">海外收入占比</th>
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<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">核心优势</th>
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<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险点</th>
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</tr>
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</thead>
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<tbody class="bg-white divide-y divide-gray-200">
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<tr>
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<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">金盘科技</td>
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<td class="px-6 py-4 whitespace-nowrap text-gray-600"><strong>30%</strong>（2024）</td>
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<td class="px-6 py-4 text-gray-600">字节独供+墨西哥产能+66kV技术突破</td>
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<td class="px-6 py-4 text-gray-600">估值已部分反映AI预期</td>
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</tr>
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<tr>
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<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">伊戈尔</td>
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<td class="px-6 py-4 whitespace-nowrap text-gray-600"><strong>27%</strong></td>
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<td class="px-6 py-4 text-gray-600">绑定阳光电源+墨西哥工厂2025投产</td>
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<td class="px-6 py-4 text-gray-600">客户集中度较高（阳光40%）</td>
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</tr>
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<tr>
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<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">思源电气</td>
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<td class="px-6 py-4 whitespace-nowrap text-gray-600"><strong>17%</strong></td>
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<td class="px-6 py-4 text-gray-600">欧洲电网认证+EPC出海经验丰富</td>
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<td class="px-6 py-4 text-gray-600">主网突破进度慢于预期</td>
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</tr>
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<tr>
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<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">望变电气</td>
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<td class="px-6 py-4 whitespace-nowrap text-gray-600"><strong>10%</strong></td>
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<td class="px-6 py-4 text-gray-600">取向硅钢自供+成本优势</td>
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<td class="px-6 py-4 text-gray-600">硅钢价格波动影响盈利</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 class="mt-6 grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="bg-green-50 border-l-4 border-green-400 p-4">
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<div class="flex">
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<div class="flex-shrink-0">
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<svg class="h-5 w-5 text-green-400" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor">
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<path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.707-9.293a1 1 0 00-1.414-1.414L9 10.586 7.707 9.293a1 1 0 00-1.414 1.414l2 2a1 1 0 001.414 0l4-4z" clip-rule="evenodd" />
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</svg>
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</div>
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<div class="ml-3">
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<p class="text-sm text-green-700">
|
||
<strong>印证</strong>：2024年液体变压器出口<strong>+51%</strong>（海关数据），与路演中"大容量变压器需求爆发"一致。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="bg-red-50 border-l-4 border-red-400 p-4">
|
||
<div class="flex">
|
||
<div class="flex-shrink-0">
|
||
<svg class="h-5 w-5 text-red-400" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor">
|
||
<path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zM8.707 7.293a1 1 0 00-1.414 1.414L8.586 10l-1.293 1.293a1 1 0 101.414 1.414L10 11.414l1.293 1.293a1 1 0 001.414-1.414L11.414 10l1.293-1.293a1 1 0 00-1.414-1.414L10 8.586 8.707 7.293z" clip-rule="evenodd" />
|
||
</svg>
|
||
</div>
|
||
<div class="ml-3">
|
||
<p class="text-sm text-red-700">
|
||
<strong>矛盾</strong>：研报预测2025年欧洲需求<strong>+30%</strong>，但路演显示西门子已在中国代工（<strong>代工模式</strong>可能压缩国内厂商溢价）。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="bg-white rounded-xl card-shadow p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6">潜在风险与挑战</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险类型</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">具体表现</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">技术</td>
|
||
<td class="px-6 py-4 text-gray-600">固态变压器（SST）在数据中心应用仍受<strong>成本高（3-5倍油变）</strong>、可靠性不足限制</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">商业化</td>
|
||
<td class="px-6 py-4 text-gray-600">美国69kV以上变压器禁令<strong>可能重启</strong>（拜登政府冷处理但未废除）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">竞争</td>
|
||
<td class="px-6 py-4 text-gray-600">韩国晓星、土耳其企业<strong>低价抢单</strong>（2024年对美出口增速<strong>+115%</strong>）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">数据矛盾</td>
|
||
<td class="px-6 py-4 text-gray-600">路演称欧洲"无认证壁垒"，但研报指出需<strong>CE+人权审查</strong>（周期1-3年）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="gradient-bg rounded-xl card-shadow p-6 mb-8 text-white">
|
||
<h2 class="text-2xl font-bold mb-6">综合结论与投资启示</h2>
|
||
<div class="mb-6">
|
||
<p class="text-lg mb-4"><strong>阶段判断</strong>：<strong>基本面主升浪初期</strong>（订单增速>产能增速，2025年前缺口难补）。</p>
|
||
|
||
<h3 class="text-xl font-semibold mb-3">高价值环节</h3>
|
||
<ol class="space-y-2 mb-6">
|
||
<li class="flex">
|
||
<span class="flex-shrink-0 flex items-center justify-center h-6 w-6 rounded-full bg-white bg-opacity-30 text-white font-bold mr-3">1</span>
|
||
<p><strong>AI数据中心变压器</strong>（金盘科技最纯标的，字节订单验证）；</p>
|
||
</li>
|
||
<li class="flex">
|
||
<span class="flex-shrink-0 flex items-center justify-center h-6 w-6 rounded-full bg-white bg-opacity-30 text-white font-bold mr-3">2</span>
|
||
<p><strong>墨西哥产能</strong>（规避关税，伊戈尔弹性最大）；</p>
|
||
</li>
|
||
<li class="flex">
|
||
<span class="flex-shrink-0 flex items-center justify-center h-6 w-6 rounded-full bg-white bg-opacity-30 text-white font-bold mr-3">3</span>
|
||
<p><strong>取向硅钢自给</strong>（望变电气成本优势）。</p>
|
||
</li>
|
||
</ol>
|
||
|
||
<h3 class="text-xl font-semibold mb-3">跟踪指标</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<svg class="h-5 w-5 text-white mr-2 mt-0.5" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor">
|
||
<path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.707-8.707l-3-3a1 1 0 00-1.414 0l-3 3a1 1 0 001.414 1.414L9 9.414V13a1 1 0 102 0V9.414l1.293 1.293a1 1 0 001.414-1.414z" clip-rule="evenodd" />
|
||
</svg>
|
||
<span><strong>月度出口数据</strong>：北美/中东增速是否维持<strong>>50%</strong>；</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<svg class="h-5 w-5 text-white mr-2 mt-0.5" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor">
|
||
<path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.707-8.707l-3-3a1 1 0 00-1.414 0l-3 3a1 1 0 001.414 1.414L9 9.414V13a1 1 0 102 0V9.414l1.293 1.293a1 1 0 001.414-1.414z" clip-rule="evenodd" />
|
||
</svg>
|
||
<span><strong>交付周期</strong>：美国是否突破<strong>150周</strong>（触发更激进外采）；</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<svg class="h-5 w-5 text-white mr-2 mt-0.5" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor">
|
||
<path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.707-8.707l-3-3a1 1 0 00-1.414 0l-3 3a1 1 0 001.414 1.414L9 9.414V13a1 1 0 102 0V9.414l1.293 1.293a1 1 0 001.414-1.414z" clip-rule="evenodd" />
|
||
</svg>
|
||
<span><strong>AI订单</strong>：字节/亚马逊2025年变压器招标规模（预计<strong>20亿+</strong>）。</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-lg p-5">
|
||
<p class="text-lg font-semibold text-center">变压器出海是"需求爆发+供给硬缺口"的经典周期成长机会，<strong>2025年前买订单，2025年后买市占率</strong>。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据表格 -->
|
||
<div class="bg-white rounded-xl card-shadow p-6">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6">关联股票数据</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">出口占比</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">行业</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">项目/产业链</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">分类</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">望变电气</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">10%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">变压器</td>
|
||
<td class="px-6 py-4 text-gray-600">取向硅钢、变压器全产业链</td>
|
||
<td class="px-6 py-4 text-gray-600">国内唯一同时销售取向硅钢和变压器的企业</td>
|
||
<td class="px-6 py-4 text-gray-600">国内唯一同时销售取向硅钢和变压器的全产业链企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">云路股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">36%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">非晶带材</td>
|
||
<td class="px-6 py-4 text-gray-600">全球最大非晶带材生产基地</td>
|
||
<td class="px-6 py-4 text-gray-600">中国航发旗下企业</td>
|
||
<td class="px-6 py-4 text-gray-600">中国航发旗下，已建成全球最大非晶带材生产基地</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">金盘科技</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">13%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">干式变压器</td>
|
||
<td class="px-6 py-4 text-gray-600">-</td>
|
||
<td class="px-6 py-4 text-gray-600">全球干式变压器行业优势企业</td>
|
||
<td class="px-6 py-4 text-gray-600">全球干式变压器行业优势企业之一</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">伊戈尔</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">27%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">高频变压器</td>
|
||
<td class="px-6 py-4 text-gray-600">华为供应商</td>
|
||
<td class="px-6 py-4 text-gray-600">高频变压器供应商</td>
|
||
<td class="px-6 py-4 text-gray-600">华为高频变压器供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">扬电科技</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">3%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">非晶变压器</td>
|
||
<td class="px-6 py-4 text-gray-600">非晶变压器制造</td>
|
||
<td class="px-6 py-4 text-gray-600">民营企业</td>
|
||
<td class="px-6 py-4 text-gray-600">我国较早投身非晶变压器制造领域的民营企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">新特电气</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">1%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">变频用变压器</td>
|
||
<td class="px-6 py-4 text-gray-600">国产变频用变压器市占率第一</td>
|
||
<td class="px-6 py-4 text-gray-600">国产变频用变压器研发</td>
|
||
<td class="px-6 py-4 text-gray-600">国产变频用变压器市占率第一，研制了首台国产变频用变压器</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">顺钠电气</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">7%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">输配电设备</td>
|
||
<td class="px-6 py-4 text-gray-600">-</td>
|
||
<td class="px-6 py-4 text-gray-600">产品链完善</td>
|
||
<td class="px-6 py-4 text-gray-600">输配电设备行业拥有完善的产品链</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">三变科技</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">1%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">变压器</td>
|
||
<td class="px-6 py-4 text-gray-600">国家电网和南方电网供应商</td>
|
||
<td class="px-6 py-4 text-gray-600">电网供应商</td>
|
||
<td class="px-6 py-4 text-gray-600">国家电网和南方电网的供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">特变电工</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">9%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">变压器</td>
|
||
<td class="px-6 py-4 text-gray-600">-</td>
|
||
<td class="px-6 py-4 text-gray-600">行业龙头</td>
|
||
<td class="px-6 py-4 text-gray-600">变压器行业龙头</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">保变电气</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">3%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">输变电设备</td>
|
||
<td class="px-6 py-4 text-gray-600">-</td>
|
||
<td class="px-6 py-4 text-gray-600">军工旗下企业</td>
|
||
<td class="px-6 py-4 text-gray-600">兵工旗下输变电设备企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">华明装备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">13%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">分接开关</td>
|
||
<td class="px-6 py-4 text-gray-600">-</td>
|
||
<td class="px-6 py-4 text-gray-600">行业领军企业</td>
|
||
<td class="px-6 py-4 text-gray-600">国内分接开关行业的领军企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">思源电气</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">17%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">电力保护设备</td>
|
||
<td class="px-6 py-4 text-gray-600">-</td>
|
||
<td class="px-6 py-4 text-gray-600">最大消弧线圈生产商</td>
|
||
<td class="px-6 py-4 text-gray-600">国内最大电力保护设备消弧线圈生产商</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化Mermaid图表
|
||
mermaid.initialize({ startOnLoad: true });
|
||
|
||
// 添加页面加载动画
|
||
document.addEventListener('DOMContentLoaded', function() {
|
||
const elements = document.querySelectorAll('.card-shadow');
|
||
elements.forEach((el, index) => {
|
||
setTimeout(() => {
|
||
el.style.opacity = '0';
|
||
el.style.transform = 'translateY(20px)';
|
||
el.style.transition = 'opacity 0.5s ease, transform 0.5s ease';
|
||
|
||
setTimeout(() => {
|
||
el.style.opacity = '1';
|
||
el.style.transform = 'translateY(0)';
|
||
}, 100);
|
||
}, index * 100);
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |