764 lines
39 KiB
HTML
764 lines
39 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>工程机械行业分析报告</title>
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font-family: 'Inter', sans-serif;
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background: linear-gradient(135deg, #f5f7fa 0%, #c3cfe2 100%);
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min-height: 100vh;
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@media (max-width: 768px) {
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</style>
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</head>
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<body class="p-4 md:p-8">
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<div id="particles-js" class="particles-bg"></div>
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<div class="max-w-7xl mx-auto">
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<!-- 标题部分 -->
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<div class="text-center mb-10">
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<h1 class="text-3xl md:text-4xl font-bold text-gray-800 mb-4">工程机械行业分析报告</h1>
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<p class="text-lg text-gray-600">政策驱动更新需求 + 基建项目落地 + 出口韧性的三重共振</p>
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</div>
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<!-- 概念事件部分 -->
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<div class="section-card 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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<i class="fas fa-calendar-alt mr-3 text-blue-500"></i>概念事件
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-8">
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<div>
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<h3 class="text-xl font-semibold text-gray-700 mb-4">背景与催化事件</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<span class="text-blue-500 mr-2">•</span>
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<span><span class="font-semibold">2024年3月</span>：国务院发布《推动大规模设备更新和消费品以旧换新行动方案》，明确淘汰国二及以下排放工程机械，直接触发<span class="highlight">更新需求</span>（存量设备约<span class="highlight">170万台</span>，年均更新需求<span class="highlight">18-20万台</span>）。</span>
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</li>
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<li class="flex items-start">
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<span class="text-blue-500 mr-2">•</span>
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<span><span class="font-semibold">2024年7月</span>：雅鲁藏布江水电项目启动（总投资<span class="highlight">1.2万亿元</span>），年均拉动工程机械需求<span class="highlight">100-200亿元</span>，成为<span class="highlight">基建需求</span>的核心催化剂。</span>
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</li>
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<li class="flex items-start">
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<span class="text-blue-500 mr-2">•</span>
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<span><span class="font-semibold">2024年9月</span>：美国降息后出口链修复，1-5月工程机械出口额<span class="highlight">1659亿元</span>（同比+10.2%），非洲/亚洲市场增速<span class="highlight">49%/16%</span>。</span>
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</li>
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<li class="flex items-start">
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<span class="text-blue-500 mr-2">•</span>
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<span><span class="font-semibold">2025年3月</span>：行业确认"第三轮周期开启"，3月挖机销量<span class="highlight">2.96万台</span>（同比+18.5%），内销/出口分别+28.5%/+2.87%。</span>
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</li>
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</ul>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-gray-700 mb-4">时间轴</h3>
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<div class="space-y-4">
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<div class="timeline-item">
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<div class="font-semibold text-blue-600">2024年3月</div>
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<div class="text-gray-600">国务院设备更新政策落地</div>
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</div>
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<div class="timeline-item">
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<div class="font-semibold text-blue-600">2024年7月</div>
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<div class="text-gray-600">雅鲁藏布江项目启动</div>
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</div>
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<div class="timeline-item">
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<div class="font-semibold text-blue-600">2024年9月</div>
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<div class="text-gray-600">美国降息+出口链修复</div>
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</div>
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<div class="timeline-item">
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<div class="font-semibold text-blue-600">2025年3月</div>
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<div class="text-gray-600">第三轮周期确认（销量增速转正）</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要部分 -->
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<div class="section-card p-6 mb-8 bg-gradient-to-r from-blue-50 to-indigo-50">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-lightbulb mr-3 text-yellow-500"></i>核心观点摘要
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</h2>
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<div class="bg-white p-6 rounded-lg shadow-sm">
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<p class="text-gray-700 leading-relaxed">
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工程机械行业正处于<span class="highlight">"政策驱动更新需求+基建项目落地+出口韧性"</span>的三重共振阶段。<span class="highlight">2025年为周期拐点确认年</span>，内销更新需求释放（年均<span class="highlight">18万台</span>中枢）与海外市占率提升（欧美渗透率<5%→目标10%+）构成<span class="highlight">5年维度</span>的核心逻辑。当前估值处于历史<span class="highlight">40%分位</span>（PETTM 18.66倍），龙头公司盈利弹性显著（净利率修复至<span class="highlight">10%+</span>）。
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</p>
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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部分 -->
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<div class="section-card 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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<i class="fas fa-chart-line mr-3 text-green-500"></i>核心逻辑与市场认知分析
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-6">
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<div>
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<h3 class="text-xl font-semibold text-gray-700 mb-4">核心驱动力</h3>
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<div class="space-y-4">
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<div class="bg-blue-50 p-4 rounded-lg">
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<div class="font-semibold text-blue-700 mb-2">1. 政策强制更新</div>
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<p class="text-gray-700">国二及以下设备强制淘汰（2025年前完成），<span class="highlight">25-30万台</span>存量设备需替换（年均<span class="highlight">12-13万台</span>）。</p>
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</div>
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<div class="bg-green-50 p-4 rounded-lg">
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<div class="font-semibold text-green-700 mb-2">2. 基建项目托底</div>
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<p class="text-gray-700">雅鲁藏布江（1.2万亿）、专项债（2025H1已发<span class="highlight">2.6万亿</span>）支撑中大型设备需求。</p>
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</div>
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<div class="bg-purple-50 p-4 rounded-lg">
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<div class="font-semibold text-purple-700 mb-2">3. 出口阿尔法</div>
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<p class="text-gray-700">中国企业在新兴市场市占率<span class="highlight">30-60%</span>（如印尼58%、巴西60%），欧美市场渗透率仅<span class="highlight">5%</span>（2027年目标<span class="highlight">10-22%</span>）。</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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<h3 class="text-xl font-semibold text-gray-700 mb-4">市场热度与情绪</h3>
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<div class="space-y-4">
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<div class="bg-yellow-50 p-4 rounded-lg">
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<div class="font-semibold text-yellow-700 mb-2">研报密集度</div>
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<p class="text-gray-700">2024年9月-2025年3月，<span class="highlight">15篇</span>深度报告聚焦"周期底部+出海逻辑"，机构持仓比例<span class="highlight">0.42%</span>（低配0.13pct）。</p>
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</div>
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<div class="bg-red-50 p-4 rounded-lg">
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<div class="font-semibold text-red-700 mb-2">情绪分歧</div>
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<p class="text-gray-700">市场对<span class="highlight">地产链拖累</span>仍有担忧（2024年地产新开工-23%），但<span class="highlight">非地产需求</span>（水利、矿山）占比已升至<span class="highlight">75%</span>（小挖主导）。</p>
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</div>
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</div>
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<h3 class="text-xl font-semibold text-gray-700 mb-4 mt-6">预期差分析</h3>
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<div class="bg-indigo-50 p-4 rounded-lg">
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<div class="font-semibold text-indigo-700 mb-2">市场共识</div>
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<p class="text-gray-700 mb-3">出口增速放缓（2024年+7.2% vs 2023年+12%）。</p>
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<div class="font-semibold text-indigo-700 mb-2">预期差</div>
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<ul class="text-gray-700 space-y-2">
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<li>• <span class="highlight">区域结构</span>：非洲/中东增速<span class="highlight">49%/247%</span>（2月中东混凝土机械出口暴增），<span class="highlight">未被充分定价</span>。</li>
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<li>• <span class="highlight">电动化</span>：装载机电动化率<span class="highlight">10.5%</span>（2024年），<span class="highlight">政策补贴</span>下2025年或加速至<span class="highlight">20%+</span>。</li>
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</ul>
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</div>
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</div>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径部分 -->
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<div class="section-card 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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<i class="fas fa-rocket mr-3 text-purple-500"></i>关键催化剂与未来发展路径
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-xl font-semibold text-gray-700 mb-4">近期催化剂（3-6个月）</h3>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="bg-blue-100 text-blue-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">1</div>
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<div>
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<div class="font-semibold text-gray-800">专项债落地</div>
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<div class="text-gray-600">2025Q2-Q3水利项目开工率验证（当前<span class="highlight">64.9%</span>，环比需回升至<span class="highlight">75%+</span>）。</div>
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</div>
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||
</div>
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||
<div class="flex items-start">
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||
<div class="bg-blue-100 text-blue-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">2</div>
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<div>
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<div class="font-semibold text-gray-800">电动化补贴</div>
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<div class="text-gray-600">北京/上海等地国二设备置换补贴细则出台，<span class="highlight">电动装载机</span>销量或翻倍。</div>
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||
</div>
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||
</div>
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||
<div class="flex items-start">
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<div class="bg-blue-100 text-blue-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">3</div>
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<div>
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<div class="font-semibold text-gray-800">海外订单</div>
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<div class="text-gray-600">俄罗斯矿山项目（2025年需求<span class="highlight">1万台</span>）、印尼基建（2025年预算+20%）。</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4">长期路径（2025-2027）</h3>
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||
<div class="space-y-6">
|
||
<div class="bg-gradient-to-r from-blue-50 to-indigo-50 p-4 rounded-lg">
|
||
<div class="font-semibold text-blue-700 mb-2">阶段1（2025）</div>
|
||
<p class="text-gray-700">内销更新需求释放（销量<span class="highlight">10→18万台</span>），出口欧美突破（市占率<span class="highlight">5%→10%</span>）。</p>
|
||
</div>
|
||
<div class="bg-gradient-to-r from-purple-50 to-pink-50 p-4 rounded-lg">
|
||
<div class="font-semibold text-purple-700 mb-2">阶段2（2026-2027）</div>
|
||
<p class="text-gray-700">电动化渗透率<span class="highlight">30%+</span>（叉车已73%），龙头海外收入占比<span class="highlight">50%+</span>（当前三一<span class="highlight">60%</span>）。</p>
|
||
</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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||
<!-- 产业链与核心公司深度剖析部分 -->
|
||
<div class="section-card 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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<i class="fas fa-project-diagram mr-3 text-indigo-500"></i>产业链与核心公司深度剖析
|
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-8">
|
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<div class="bg-blue-50 p-4 rounded-lg">
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<h3 class="text-lg font-semibold text-blue-700 mb-3">上游</h3>
|
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<p class="text-gray-700">钢材（<span class="highlight">30%成本</span>）、液压件（恒立液压）、轴承（长盛轴承）。</p>
|
||
</div>
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<div class="bg-green-50 p-4 rounded-lg">
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<h3 class="text-lg font-semibold text-green-700 mb-3">中游</h3>
|
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<p class="text-gray-700">主机厂（三一、徐工、中联、柳工）。</p>
|
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</div>
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<div class="bg-purple-50 p-4 rounded-lg">
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<h3 class="text-lg font-semibold text-purple-700 mb-3">下游</h3>
|
||
<p class="text-gray-700">基建（<span class="highlight">40%需求</span>）、矿山（<span class="highlight">25%</span>）、地产（<span class="highlight">10%</span>）。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full border-collapse">
|
||
<thead>
|
||
<tr class="bg-gray-100">
|
||
<th class="p-3 text-left font-semibold text-gray-700">公司</th>
|
||
<th class="p-3 text-left font-semibold text-gray-700">核心逻辑</th>
|
||
<th class="p-3 text-left font-semibold text-gray-700">2025年看点</th>
|
||
<th class="p-3 text-left font-semibold text-gray-700">风险</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b">
|
||
<td class="p-3 font-semibold">三一重工</td>
|
||
<td class="p-3">全球挖机龙头（市占率26%），电动化领先</td>
|
||
<td class="p-3">印尼200台电动装载机订单，美国工厂投产</td>
|
||
<td class="p-3">北美关税风险（敞口5%）</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="p-3 font-semibold">徐工机械</td>
|
||
<td class="p-3">起重机械全球第一，国企改革提效</td>
|
||
<td class="p-3">矿山机械+40%，墨西哥基地规避关税</td>
|
||
<td class="p-3">起重机地产依赖度高</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="p-3 font-semibold">中联重科</td>
|
||
<td class="p-3">高空作业平台出口+50%，股息率8%</td>
|
||
<td class="p-3">俄罗斯塔机100%市占率</td>
|
||
<td class="p-3">新业务盈利波动</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="p-3 font-semibold">柳工</td>
|
||
<td class="p-3">装载机电动化率第一，混改释放弹性</td>
|
||
<td class="p-3">非洲/南美渠道下沉</td>
|
||
<td class="p-3">区域政治风险</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4 mt-6">验证与证伪</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-green-50 p-4 rounded-lg">
|
||
<div class="font-semibold text-green-700 mb-2">数据印证</div>
|
||
<p class="text-gray-700">2025Q1三一海外收入<span class="highlight">+18%</span>（路演），但北美占比仅<span class="highlight">5%</span>（关税影响可控）。</p>
|
||
</div>
|
||
<div class="bg-red-50 p-4 rounded-lg">
|
||
<div class="font-semibold text-red-700 mb-2">矛盾点</div>
|
||
<p class="text-gray-700">研报预测2025年出口<span class="highlight">10%增长</span>，但俄罗斯库存<span class="highlight">6-7千台</span>需消化（2024年出口-30%），<span class="highlight">需跟踪库存周期</span>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战部分 -->
|
||
<div class="section-card p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3 text-red-500"></i>潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="space-y-4">
|
||
<div class="bg-red-50 p-4 rounded-lg">
|
||
<div class="font-semibold text-red-700 mb-2">技术风险</div>
|
||
<p class="text-gray-700">电动化核心部件（电池、电机）国产化率不足<span class="highlight">50%</span>，成本高于燃油设备<span class="highlight">20%</span>。</p>
|
||
</div>
|
||
<div class="bg-yellow-50 p-4 rounded-lg">
|
||
<div class="font-semibold text-yellow-700 mb-2">商业化风险</div>
|
||
<p class="text-gray-700">电动装载机经济性依赖<span class="highlight">油价>7元/升</span>（当前6.5元），<span class="highlight">补贴退坡</span>后需求或回落。</p>
|
||
</div>
|
||
</div>
|
||
<div class="space-y-4">
|
||
<div class="bg-orange-50 p-4 rounded-lg">
|
||
<div class="font-semibold text-orange-700 mb-2">政策风险</div>
|
||
<p class="text-gray-700">欧盟拟对中国工程机械征收<span class="highlight">反倾销税</span>（2025年落地），欧洲收入占比<span class="highlight">21%</span>的企业承压。</p>
|
||
</div>
|
||
<div class="bg-purple-50 p-4 rounded-lg">
|
||
<div class="font-semibold text-purple-700 mb-2">信息矛盾</div>
|
||
<p class="text-gray-700">出口数据：海关显示1-5月出口<span class="highlight">+10.2%</span>，但企业反馈东南亚<span class="highlight">去库存</span>（印尼5月才转正）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示部分 -->
|
||
<div class="section-card p-6 mb-8 bg-gradient-to-r from-green-50 to-blue-50">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-trophy mr-3 text-yellow-500"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="space-y-6">
|
||
<div class="bg-white p-5 rounded-lg shadow-sm">
|
||
<div class="font-semibold text-gray-800 mb-3">阶段判断</div>
|
||
<p class="text-gray-700">行业已从<span class="highlight">主题炒作</span>（2024Q1政策预期）进入<span class="highlight">基本面驱动</span>（2025Q1销量验证）。</p>
|
||
</div>
|
||
|
||
<div class="bg-white p-5 rounded-lg shadow-sm">
|
||
<div class="font-semibold text-gray-800 mb-3">投资方向</div>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<div class="bg-blue-100 text-blue-800 rounded-full w-6 h-6 flex items-center justify-center mr-3 mt-1 flex-shrink-0">1</div>
|
||
<div>
|
||
<div class="font-semibold text-gray-800">电动化</div>
|
||
<p class="text-gray-700"><span class="highlight">装载机/叉车</span>（渗透率10%→30%），推荐<span class="highlight">柳工</span>（电动装载机市占率第一）。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-blue-100 text-blue-800 rounded-full w-6 h-6 flex items-center justify-center mr-3 mt-1 flex-shrink-0">2</div>
|
||
<div>
|
||
<div class="font-semibold text-gray-800">出海</div>
|
||
<p class="text-gray-700"><span class="highlight">欧美突破</span>（市占率5%→10%），推荐<span class="highlight">三一重工</span>（美国工厂投产）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-white p-5 rounded-lg shadow-sm">
|
||
<div class="font-semibold text-gray-800 mb-3">跟踪指标</div>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-blue-50 p-3 rounded-lg">
|
||
<div class="font-semibold text-blue-700 mb-1">开工率</div>
|
||
<p class="text-gray-700">6月小松开工小时数<span class="highlight">27小时</span>（需持续>30小时）。</p>
|
||
</div>
|
||
<div class="bg-green-50 p-3 rounded-lg">
|
||
<div class="font-semibold text-green-700 mb-1">电动化销量</div>
|
||
<p class="text-gray-700">2025年电动装载机月销<span class="highlight">2000台</span>（当前1000台）。</p>
|
||
</div>
|
||
<div class="bg-purple-50 p-3 rounded-lg">
|
||
<div class="font-semibold text-purple-700 mb-1">海外订单</div>
|
||
<p class="text-gray-700">俄罗斯/印尼大单落地（2025H2验证）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据表格部分 -->
|
||
<div class="section-card p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-table mr-3 text-indigo-500"></i>关联股票数据
|
||
</h2>
|
||
|
||
<div class="table-container">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr class="bg-gray-100">
|
||
<th class="p-3 text-left font-semibold text-gray-700">股票名称</th>
|
||
<th class="p-3 text-left font-semibold text-gray-700">分类</th>
|
||
<th class="p-3 text-left font-semibold text-gray-700">行业</th>
|
||
<th class="p-3 text-left font-semibold text-gray-700">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b">
|
||
<td class="p-3 font-semibold">厦工股份</td>
|
||
<td class="p-3"><span class="tag tag-blue">挖掘机</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">住房城乡建设部要求更新淘汰高污染、高能耗、老化的建筑施工工程机械设备，利好挖掘机领域龙头企业。</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="p-3 font-semibold">唯万密封</td>
|
||
<td class="p-3"><span class="tag tag-blue">挖掘机</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">密封件是工程机械核心零部件，政策推动设备更新将带动密封件需求增长。</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="p-3 font-semibold">山推股份</td>
|
||
<td class="p-3"><span class="tag tag-blue">挖掘机</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">挖掘机及铲土运输机械领域重点企业，受益于政策驱动的设备更新需求。</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="p-3 font-semibold">徐工机械</td>
|
||
<td class="p-3"><span class="tag tag-blue">挖掘机</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">工程机械全产业链龙头，挖掘机、起重机械等多领域受益于政策更新需求。</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="p-3 font-semibold">柳工</td>
|
||
<td class="p-3"><span class="tag tag-blue">挖掘机</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">挖掘机及预应力机械领域重点企业，政策推动设备更新带来市场机遇。</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="p-3 font-semibold">山河智能</td>
|
||
<td class="p-3"><span class="tag tag-blue">挖掘机</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">挖掘机及桩工机械领域企业，政策推动老旧设备淘汰利好技术领先企业。</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="p-3 font-semibold">三一重工</td>
|
||
<td class="p-3"><span class="tag tag-blue">挖掘机</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">全球工程机械龙头，挖掘机、起重机械等领域将显著受益于政策驱动的更新需求。</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="p-3 font-semibold">河钢资源</td>
|
||
<td class="p-3"><span class="tag tag-green">铲土运输机械</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">提供工程机械上游原材料（如钢铁），设备更新周期带动原材料需求增长。</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="p-3 font-semibold">苏美达</td>
|
||
<td class="p-3"><span class="tag tag-green">铲土运输机械</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">涉及工程机械贸易与制造，政策推动铲土运输机械更新需求。</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="p-3 font-semibold">北方股份</td>
|
||
<td class="p-3"><span class="tag tag-green">铲土运输机械</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">铲土运输机械（如矿用卡车）专业制造商，受益于政策驱动的设备升级。</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="p-3 font-semibold">建设机械</td>
|
||
<td class="p-3"><span class="tag tag-yellow">起重机械</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">起重机械领域重点企业，政策推动老旧设备淘汰带来市场空间。</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="p-3 font-semibold">大连重工</td>
|
||
<td class="p-3"><span class="tag tag-yellow">起重机械</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">起重机械及重型装备制造商，设备更新政策利好其工程机械业务。</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="p-3 font-semibold">中联重科</td>
|
||
<td class="p-3"><span class="tag tag-yellow">起重机械</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">起重机械及混凝土机械龙头，政策推动设备更新需求增长。</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="p-3 font-semibold">太原重工</td>
|
||
<td class="p-3"><span class="tag tag-yellow">起重机械</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">起重机械及重型机械制造商，政策驱动老旧设备替换需求。</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="p-3 font-semibold">国机通用</td>
|
||
<td class="p-3"><span class="tag tag-purple">流体机械</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">流体机械领域企业，政策推动工程机械设备更新带动配套设备需求。</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="p-3 font-semibold">全柴动力</td>
|
||
<td class="p-3"><span class="tag tag-blue">工业车辆</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">工业车辆动力系统供应商，设备更新政策带动工业车辆需求增长。</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="p-3 font-semibold">诺力股份</td>
|
||
<td class="p-3"><span class="tag tag-blue">工业车辆</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">工业车辆（如叉车）制造商，政策推动仓储物流设备升级需求。</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="p-3 font-semibold">贵州轮胎</td>
|
||
<td class="p-3"><span class="tag tag-blue">工业车辆</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">工程机械轮胎供应商，设备更新带动轮胎替换需求。</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="p-3 font-semibold">杭叉集团</td>
|
||
<td class="p-3"><span class="tag tag-blue">工业车辆</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">工业车辆（叉车）龙头企业，政策推动设备更新带来市场机遇。</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="p-3 font-semibold">安徽合力</td>
|
||
<td class="p-3"><span class="tag tag-blue">工业车辆</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">工业车辆制造商，受益于政策驱动的设备替换需求。</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="p-3 font-semibold">南方路机</td>
|
||
<td class="p-3"><span class="tag tag-green">混凝土机械</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">混凝土机械领域企业，政策推动建筑施工设备更新需求。</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="p-3 font-semibold">建科机械</td>
|
||
<td class="p-3"><span class="tag tag-yellow">预应力机械</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">预应力机械领域企业，政策推动建筑施工设备升级需求。</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="p-3 font-semibold">丰立智能</td>
|
||
<td class="p-3"><span class="tag tag-purple">气动工具</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">气动工具领域企业，政策推动工程机械配套工具需求增长。</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="p-3 font-semibold">鑫磊股份</td>
|
||
<td class="p-3"><span class="tag tag-purple">气动工具</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">气动工具制造商，设备更新政策带动配套工具市场。</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="p-3 font-semibold">思进智能</td>
|
||
<td class="p-3"><span class="tag tag-purple">气动工具</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">气动工具及成形装备企业，受益于政策驱动的设备升级需求。</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="p-3 font-semibold">梅轮电梯</td>
|
||
<td class="p-3"><span class="tag tag-yellow">电梯与扶梯</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">电梯与扶梯制造商，政策推动建筑施工设备更新带动相关需求。</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="p-3 font-semibold">康力电梯</td>
|
||
<td class="p-3"><span class="tag tag-yellow">电梯与扶梯</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">电梯与扶梯龙头企业，受益于政策驱动的建筑设备更新。</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="p-3 font-semibold">快意电梯</td>
|
||
<td class="p-3"><span class="tag tag-yellow">电梯与扶梯</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">电梯与扶梯制造商，政策推动老旧电梯替换需求。</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="p-3 font-semibold">江特电机</td>
|
||
<td class="p-3"><span class="tag tag-yellow">电梯与扶梯</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">电机供应商，电梯与扶梯更新需求带动电机配套增长。</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="p-3 font-semibold">华宏科技</td>
|
||
<td class="p-3"><span class="tag tag-yellow">电梯与扶梯</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">电梯回收与再制造企业，政策推动设备更新带动回收需求。</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="p-3 font-semibold">青海华鼎</td>
|
||
<td class="p-3"><span class="tag tag-yellow">电梯与扶梯</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">电梯与扶梯制造商，受益于政策驱动的设备替换需求。</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="p-3 font-semibold">韶能股份</td>
|
||
<td class="p-3"><span class="tag tag-purple">机械专用零部件</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">机械零部件供应商，工程机械更新需求带动零部件市场增长。</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="p-3 font-semibold">拓山重工</td>
|
||
<td class="p-3"><span class="tag tag-purple">机械专用零部件</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">工程机械零部件制造商，政策推动设备更新带动零部件需求。</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="p-3 font-semibold">长盛轴承</td>
|
||
<td class="p-3"><span class="tag tag-purple">机械专用零部件</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">轴承供应商，工程机械设备更新带动轴承替换需求。</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="p-3 font-semibold">华翔股份</td>
|
||
<td class="p-3"><span class="tag tag-purple">机械专用零部件</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">机械零部件制造商，受益于政策驱动的设备升级需求。</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="p-3 font-semibold">万向钱潮</td>
|
||
<td class="p-3"><span class="tag tag-purple">机械专用零部件</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">汽车及工程机械零部件供应商，设备更新政策带动零部件需求。</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="p-3 font-semibold">奇精机械</td>
|
||
<td class="p-3"><span class="tag tag-purple">机械专用零部件</span></td>
|
||
<td class="p-3">工程机械</td>
|
||
<td class="p-3">机械零部件制造商，政策推动工程机械配套需求增长。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||
<script>
|
||
tsParticles.load("particles-js", {
|
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particles: {
|
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|
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|
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|
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|
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|
||
}
|
||
},
|
||
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|
||
value: "#3b82f6"
|
||
},
|
||
shape: {
|
||
type: "circle"
|
||
},
|
||
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|
||
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|
||
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|
||
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|
||
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|
||
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|
||
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|
||
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|
||
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|
||
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|
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|
||
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|
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|
||
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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</body>
|
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</html>
|
||
``` |