1870 lines
71 KiB
HTML
1870 lines
71 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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<link rel="apple-touch-icon" sizes="76x76" href="../../static/assets/img/apple-icon.png">
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<link rel="icon" type="image/png" href="../../static/assets/img/favicon.png">
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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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||
<!-- Nucleo Icons -->
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<link href="../../static/assets/css/nucleo-icons.css" rel="stylesheet" />
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<link href="../../static/assets/css/nucleo-svg.css" rel="stylesheet" />
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<!-- Font Awesome Icons -->
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- CSS Files -->
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<link id="pagestyle" href="../../static/assets/css/soft-design-system-pro.css?v=1.2.0" rel="stylesheet" />
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<script src="../../static/assets/js/core/popper.min.js" type="text/javascript"></script>
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<script src="../../static/assets/js/core/bootstrap.min.js" type="text/javascript"></script>
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<script src="../../static/assets/js/plugins/perfect-scrollbar.min.js"></script>
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<script src="../../static/assets/js/plugins/typedjs.js"></script>
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<script src="../../static/assets/js/plugins/parallax.min.js"></script>
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<script src="../../static/assets/js/plugins/smooth-scroll.min.js"></script>
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<script src="../../static/assets/js/plugins/nouislider.min.js" type="text/javascript"></script>
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<script src="../../static/assets/js/plugins/glidejs.min.js" type="text/javascript"></script>
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<script src="../../static/assets/js/plugins/anime.min.js" type="text/javascript"></script>
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<script src="../../static/assets/js/plugins/chartjs.min.js"></script>
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<script src="../../static/assets/js/soft-design-system-pro.min.js?v=1.2.0" type="text/javascript"></script>
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<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
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<script src="https://cdnjs.cloudflare.com/ajax/libs/three.js/r134/three.min.js"></script>
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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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<script src="https://cdnjs.cloudflare.com/ajax/libs/rellax/1.12.1/rellax.min.js"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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<script src="https://cdn.jsdelivr.net/npm/@tailwindcss/browser@4"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/themes.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.jsdelivr.net/npm/@tailwindcss/browser@4"></script>
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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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<style>
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body {
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background: linear-gradient(135deg, #1a1c3d 0%, #2d3561 100%);
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color: #ffffff;
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font-family: 'Inter', sans-serif;
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overflow-x: hidden;
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}
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.section-card {
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background: rgba(255, 255, 255, 0.1);
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backdrop-filter: blur(10px);
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border-radius: 16px;
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border: 1px solid rgba(255, 255, 255, 0.2);
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box-shadow: 0 8px 32px rgba(0, 0, 0, 0.1);
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transition: transform 0.3s ease, box-shadow 0.3s ease;
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}
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.section-card:hover {
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transform: translateY(-5px);
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box-shadow: 0 12px 40px rgba(0, 0, 0, 0.2);
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}
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.highlight-text {
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background: linear-gradient(90deg, #f59e0b, #ef4444);
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-webkit-background-clip: text;
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background-clip: text;
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color: transparent;
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font-weight: 700;
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}
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.timeline-dot {
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width: 16px;
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height: 16px;
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background: #3b82f6;
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border-radius: 50%;
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position: relative;
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}
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.timeline-dot::after {
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content: '';
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position: absolute;
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width: 2px;
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height: 100%;
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background: rgba(59, 130, 246, 0.3);
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top: 16px;
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left: 7px;
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}
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.timeline-item:last-child .timeline-dot::after {
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display: none;
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}
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.stock-table {
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width: 100%;
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border-collapse: separate;
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border-spacing: 0;
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}
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.stock-table th {
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background: rgba(59, 130, 246, 0.2);
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padding: 12px;
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text-align: left;
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font-weight: 600;
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color: #93c5fd;
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border-bottom: 1px solid rgba(59, 130, 246, 0.3);
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}
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.stock-table td {
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padding: 12px;
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border-bottom: 1px solid rgba(255, 255, 255, 0.1);
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}
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.stock-table tr:hover {
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background: rgba(59, 130, 246, 0.05);
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}
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.tag {
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display: inline-block;
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padding: 4px 8px;
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border-radius: 4px;
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font-size: 12px;
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font-weight: 500;
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margin-right: 4px;
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margin-bottom: 4px;
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}
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.tag-ban {
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background: rgba(239, 68, 68, 0.2);
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color: #fca5a5;
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}
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.tag-restrict {
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background: rgba(245, 158, 11, 0.2);
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color: #fcd34d;
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}
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.tag-review {
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background: rgba(59, 130, 246, 0.2);
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color: #93c5fd;
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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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.content-wrapper {
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position: relative;
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z-index: 1;
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max-width: 1200px;
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margin: 0 auto;
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padding: 20px;
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}
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@media (max-width: 768px) {
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.stock-table {
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font-size: 14px;
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}
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.stock-table th,
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.stock-table td {
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padding: 8px;
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}
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}
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</style>
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</head>
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<body>
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<div id="particles-js"></div>
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<div class="content-wrapper">
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<!-- Header Section -->
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<div class="text-center py-10">
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<h1 class="text-4xl md:text-5xl font-bold mb-4">战略金属出口管制</h1>
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<p class="text-xl text-gray-300">国家安全为核心的全球供应链重构</p>
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</div>
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<!-- Concept Events Section -->
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<div class="section-card p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-blue-300">概念事件</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-lg font-semibold mb-3">背景</h3>
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<p class="text-gray-300 mb-4">
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2023-2025年，中国以"国家安全"为核心，对<span class="highlight-text">镓、锗、锑、钨、中重稀土</span>等战略金属实施<span class="highlight-text">阶梯式出口管制</span>，政策从"限制纯度"升级为"全面禁止对美军事用途出口"，并配套<span class="highlight-text">打击走私专项行动</span>（2025年5月9日深圳会议）。
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</p>
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<h3 class="text-lg font-semibold mb-3">催化事件</h3>
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<p class="text-gray-300">
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2025年5月欧洲<span class="highlight-text">氧化铽价格暴涨至3500美元/kg</span>（管制前<1000美元），<span class="highlight-text">黑钨精矿创历史新高16.75万元/吨</span>，直接验证"供给收缩→价格重估"逻辑。
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</p>
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</div>
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<div>
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<h3 class="text-lg font-semibold mb-3">时间轴</h3>
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<div class="space-y-4">
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<div class="flex items-start timeline-item">
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<div class="timeline-dot mr-4 mt-1"></div>
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<div>
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<span class="font-semibold text-blue-300">2023.7.3</span>
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<p class="text-gray-300">首次管制镓、锗（半导体关键材料）</p>
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</div>
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</div>
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<div class="flex items-start timeline-item">
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<div class="timeline-dot mr-4 mt-1"></div>
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<div>
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<span class="font-semibold text-blue-300">2024.8.15</span>
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<p class="text-gray-300">锑纳入管制（光伏玻璃澄清剂）</p>
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</div>
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</div>
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<div class="flex items-start timeline-item">
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<div class="timeline-dot mr-4 mt-1"></div>
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<div>
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<span class="font-semibold text-blue-300">2024.12.3</span>
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<p class="text-gray-300">禁止镓/锗/锑对美出口，石墨严格审查</p>
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</div>
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</div>
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<div class="flex items-start timeline-item">
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<div class="timeline-dot mr-4 mt-1"></div>
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<div>
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<span class="font-semibold text-blue-300">2025.2.4</span>
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<p class="text-gray-300">钨、碲、铋、钼、铟新增管制</p>
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</div>
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</div>
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<div class="flex items-start timeline-item">
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<div class="timeline-dot mr-4 mt-1"></div>
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<div>
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<span class="font-semibold text-blue-300">2025.5.9</span>
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<p class="text-gray-300">七部门联合打击走私，重点监控"第三国转口"</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- Core Viewpoints Section -->
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<div class="section-card p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-blue-300">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-gradient-to-br from-blue-900/30 to-purple-900/30 p-5 rounded-lg">
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<h3 class="text-lg font-semibold mb-3 text-blue-300">阶段判断</h3>
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<p class="text-gray-300">
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战略金属出口管制已从<span class="highlight-text">政策博弈</span>进入<span class="highlight-text">供需硬约束</span>阶段，中国通过"配额收紧+走私打击"实质性收紧全球供给。
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</p>
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</div>
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<div class="bg-gradient-to-br from-blue-900/30 to-purple-900/30 p-5 rounded-lg">
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<h3 class="text-lg font-semibold mb-3 text-blue-300">核心驱动力</h3>
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<p class="text-gray-300">
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<span class="highlight-text">海外库存见底+中国供给刚性</span>（缅甸矿断供、国内指标零增长），叠加<span class="highlight-text">军工/新能源刚需</span>（F35战机需900万磅稀土）。
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</p>
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||
</div>
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||
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<div class="bg-gradient-to-br from-blue-900/30 to-purple-900/30 p-5 rounded-lg">
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<h3 class="text-lg font-semibold mb-3 text-blue-300">未来潜力</h3>
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<p class="text-gray-300">
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管制金属的<span class="highlight-text">战略溢价</span>将长期存在，<span class="highlight-text">内外价差收敛</span>将推动国内价格二次上涨。
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</p>
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</div>
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</div>
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</div>
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<!-- Core Logic Section -->
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<div class="section-card p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-blue-300">概念的核心逻辑与市场认知分析</h2>
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<div class="grid grid-cols-1 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">核心驱动力</h3>
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<div class="space-y-4">
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<div class="bg-green-900/20 p-4 rounded-lg">
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<h4 class="font-semibold mb-2">供给端</h4>
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<p class="text-gray-300">
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中国占全球<span class="highlight-text">稀土冶炼92%</span>、<span class="highlight-text">钨产量80%</span>、<span class="highlight-text">锑储量70%</span>，管制后海外<span class="highlight-text">无替代产能</span>（美国MP工厂2027年才投产）。
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</p>
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</div>
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<div class="bg-green-900/20 p-4 rounded-lg">
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<h4 class="font-semibold mb-2">需求端</h4>
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<p class="text-gray-300">
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2025年全球新能源车/风电/军工需求增速<span class="highlight-text">>15%</span>，而国内稀土配额增速仅<span class="highlight-text">3.7%</span>（2025年第一批指标）。
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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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<h3 class="text-lg font-semibold mb-4 text-yellow-300">市场认知偏差</h3>
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<div class="space-y-4">
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<div class="bg-yellow-900/20 p-4 rounded-lg">
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<h4 class="font-semibold mb-2">普遍预期</h4>
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<p class="text-gray-300">
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认为管制是"短期政治工具"，价格涨幅已透支。
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</p>
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</div>
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<div class="bg-yellow-900/20 p-4 rounded-lg">
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<h4 class="font-semibold mb-2">预期差</h4>
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<ul class="text-gray-300 space-y-2">
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<li>• <span class="highlight-text">走私打击</span>将额外减少<span class="highlight-text">10-15%</span>实际供给（2024年10月氧化锑出口骤降99%）</li>
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<li>• <span class="highlight-text">缅甸矿雨季断供</span>（5-10月）将加剧中重稀土缺口，<span class="highlight-text">氧化镝库存仅够1个月</span>（路演数据）</li>
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||
</ul>
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||
</div>
|
||
</div>
|
||
</div>
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||
</div>
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||
</div>
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||
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||
<!-- Catalysts Section -->
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||
<div class="section-card p-6 mb-8">
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||
<h2 class="text-2xl font-bold mb-6 text-blue-300">关键催化剂与未来发展路径</h2>
|
||
<div class="grid grid-cols-1 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">近期催化剂（3-6个月）</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
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||
<div class="bg-purple-500 rounded-full w-6 h-6 flex items-center justify-center text-white text-sm font-bold mr-3 flex-shrink-0">1</div>
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||
<p class="text-gray-300">
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||
<span class="font-semibold">2025Q3</span>：缅甸雨季+走私打击，<span class="highlight-text">中重稀土价格或突破50万元/吨</span>（当前40万）
|
||
</p>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="bg-purple-500 rounded-full w-6 h-6 flex items-center justify-center text-white text-sm font-bold mr-3 flex-shrink-0">2</div>
|
||
<p class="text-gray-300">
|
||
<span class="font-semibold">2025H2</span>：美国《国防授权法案》可能追加对华金属制裁，<span class="highlight-text">反向推升中国管制力度</span>
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-4 text-indigo-300">长期路径</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<div class="bg-indigo-500 rounded-full w-6 h-6 flex items-center justify-center text-white text-sm font-bold mr-3 flex-shrink-0">1</div>
|
||
<p class="text-gray-300">
|
||
<span class="font-semibold">2025-2027</span>：海外被迫高价囤货（美国战略储备目标：稀土自给率50%），中国通过<span class="highlight-text">"出口许可证"</span>精准调控
|
||
</p>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="bg-indigo-500 rounded-full w-6 h-6 flex items-center justify-center text-white text-sm font-bold mr-3 flex-shrink-0">2</div>
|
||
<p class="text-gray-300">
|
||
<span class="font-semibold">2028+</span>：若海外产能投产（如澳洲Lynas扩产），管制或转向<span class="highlight-text">"高附加值产品优先"</span>（如磁材替代原矿出口）
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Industry Chain Section -->
|
||
<div class="section-card p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-300">产业链与核心公司深度剖析</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-4 text-cyan-300">产业链图谱</h3>
|
||
<div class="space-y-4">
|
||
<div class="bg-cyan-900/20 p-4 rounded-lg">
|
||
<h4 class="font-semibold mb-2">上游资源</h4>
|
||
<p class="text-gray-300">
|
||
中国稀土（000831）、北方稀土（600111）- <span class="highlight-text">轻稀土配额垄断</span>
|
||
</p>
|
||
</div>
|
||
|
||
<div class="bg-cyan-900/20 p-4 rounded-lg">
|
||
<h4 class="font-semibold mb-2">中游加工</h4>
|
||
<p class="text-gray-300">
|
||
金力永磁（300748）- <span class="highlight-text">磁材出口规避管制</span>（以电机形式出口）
|
||
</p>
|
||
</div>
|
||
|
||
<div class="bg-cyan-900/20 p-4 rounded-lg">
|
||
<h4 class="font-semibold mb-2">下游应用</h4>
|
||
<p class="text-gray-300">
|
||
特斯拉人形机器人- <span class="highlight-text">钕铁硼单台用量3kg</span>（2025年需求或达<span class="highlight-text">5000吨</span>）
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-4 text-pink-300">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-2 text-pink-300">公司</th>
|
||
<th class="text-left py-2 text-pink-300">逻辑纯度</th>
|
||
<th class="text-left py-2 text-pink-300">风险点</th>
|
||
<th class="text-left py-2 text-pink-300">数据验证</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-2">中国稀土</td>
|
||
<td class="py-2">100%</td>
|
||
<td class="py-2">资产注入进度慢</td>
|
||
<td class="py-2">2024年净利润<span class="highlight-text">20亿</span>（+200% YoY）</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-2">湖南黄金</td>
|
||
<td class="py-2">锑+黄金双轮驱动</td>
|
||
<td class="py-2">锑矿品位下降</td>
|
||
<td class="py-2">2025年锑产量<span class="highlight-text">1.8万吨</span>（全球第一）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2">厦门钨业</td>
|
||
<td class="py-2">钨全产业链</td>
|
||
<td class="py-2">光伏钨丝需求不及预期</td>
|
||
<td class="py-2">2025年钨丝产能<span class="highlight-text">1000亿米</span>（占全球60%）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 bg-red-900/20 p-4 rounded-lg">
|
||
<h3 class="text-lg font-semibold mb-3 text-red-300">验证与证伪</h3>
|
||
<p class="text-gray-300">
|
||
<span class="font-semibold">证伪点</span>：若2025年缅甸矿进口恢复（>3万吨），<span class="highlight-text">氧化镝价格或回落至30万</span>（当前45万），需跟踪<span class="highlight-text">云南腾冲口岸通关数据</span>。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Risks Section -->
|
||
<div class="section-card p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-300">潜在风险与挑战</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<div class="bg-red-900/20 p-5 rounded-lg">
|
||
<h3 class="text-lg font-semibold mb-3 text-red-300">技术风险</h3>
|
||
<p class="text-gray-300">
|
||
低镝磁材技术突破（日本Daido Steel已试产<span class="highlight-text">0.5%镝磁材</span>）可能削弱重稀土需求。
|
||
</p>
|
||
</div>
|
||
|
||
<div class="bg-orange-900/20 p-5 rounded-lg">
|
||
<h3 class="text-lg font-semibold mb-3 text-orange-300">政策风险</h3>
|
||
<p class="text-gray-300">
|
||
若中美谈判缓和，<span class="highlight-text">管制清单或缩减</span>（如2024年镓管制曾短暂放松）。
|
||
</p>
|
||
</div>
|
||
|
||
<div class="bg-yellow-900/20 p-5 rounded-lg">
|
||
<h3 class="text-lg font-semibold mb-3 text-yellow-300">信息矛盾</h3>
|
||
<p class="text-gray-300">
|
||
研报称"钨价将创历史新高"，但<span class="highlight-text">民生金属</span>指出"钨矿开采指标仅降6.5%"，<span class="highlight-text">供给收缩幅度或低于预期</span>。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Conclusion Section -->
|
||
<div class="section-card p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-300">综合结论与投资启示</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-4 text-green-300">阶段判断</h3>
|
||
<p class="text-gray-300 mb-4">
|
||
处于<span class="highlight-text">"政策红利→基本面兑现"</span>过渡期，<span class="highlight-text">2025Q3是主升浪起点</span>。
|
||
</p>
|
||
|
||
<h3 class="text-lg font-semibold mb-4 text-green-300">投资方向</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-green-900/20 p-3 rounded-lg">
|
||
<h4 class="font-semibold mb-1">资源端</h4>
|
||
<p class="text-gray-300">
|
||
<span class="highlight-text">中国稀土（000831）</span>- 中重稀土整合唯一平台
|
||
</p>
|
||
</div>
|
||
|
||
<div class="bg-green-900/20 p-3 rounded-lg">
|
||
<h4 class="font-semibold mb-1">加工端</h4>
|
||
<p class="text-gray-300">
|
||
<span class="highlight-text">金力永磁（300748）</span>- 出口管制下磁材溢价能力最强
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-4 text-blue-300">跟踪指标</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-blue-900/20 p-3 rounded-lg">
|
||
<h4 class="font-semibold mb-1">缅甸矿进口量</h4>
|
||
<p class="text-gray-300">
|
||
月度海关数据
|
||
</p>
|
||
</div>
|
||
|
||
<div class="bg-blue-900/20 p-3 rounded-lg">
|
||
<h4 class="font-semibold mb-1">氧化镝加工费</h4>
|
||
<p class="text-gray-300">
|
||
当前<span class="highlight-text">2000元/吨</span>，低于成本线<span class="highlight-text">5000元</span>，预示涨价
|
||
</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 bg-gradient-to-r from-blue-900/40 to-purple-900/40 p-4 rounded-lg">
|
||
<h3 class="text-lg font-semibold mb-2 text-center">一句话总结</h3>
|
||
<p class="text-gray-300 text-center">
|
||
战略金属出口管制已从"政治牌"升级为"供需牌"，<span class="highlight-text">2025年是全球供应链重构元年</span>，<span class="highlight-text">中国定价权溢价</span>将系统性重估相关资产。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Stock Data Section -->
|
||
<div class="section-card p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-300">关联股票数据</h2>
|
||
|
||
<!-- Export Control Stocks -->
|
||
<div class="mb-10">
|
||
<h3 class="text-xl font-semibold mb-4 text-red-300">出口管制（241203）</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="stock-table">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>项目</th>
|
||
<th>分类</th>
|
||
<th>原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>恒辉安防</td>
|
||
<td>超高分子量聚乙烯</td>
|
||
<td><span class="tag tag-ban">禁止出口</span></td>
|
||
<td>商务部公告禁止两用物项对美国军事用户或用途出口</td>
|
||
</tr>
|
||
<tr>
|
||
<td>康隆达</td>
|
||
<td>超高分子量聚乙烯</td>
|
||
<td><span class="tag tag-ban">禁止出口</span></td>
|
||
<td>商务部公告禁止两用物项对美国军事用户或用途出口</td>
|
||
</tr>
|
||
<tr>
|
||
<td>南山智尚</td>
|
||
<td>超高分子量聚乙烯</td>
|
||
<td><span class="tag tag-ban">禁止出口</span></td>
|
||
<td>商务部公告禁止两用物项对美国军事用户或用途出口</td>
|
||
</tr>
|
||
<tr>
|
||
<td>同益中</td>
|
||
<td>超高分子量聚乙烯</td>
|
||
<td><span class="tag tag-ban">禁止出口</span></td>
|
||
<td>商务部公告禁止两用物项对美国军事用户或用途出口</td>
|
||
</tr>
|
||
<tr>
|
||
<td>普利特</td>
|
||
<td>碳纤维增强复合材料</td>
|
||
<td><span class="tag tag-ban">禁止出口</span></td>
|
||
<td>商务部公告禁止两用物项对美国军事用户或用途出口</td>
|
||
</tr>
|
||
<tr>
|
||
<td>光威复材</td>
|
||
<td>碳纤维增强复合材料</td>
|
||
<td><span class="tag tag-ban">禁止出口</span></td>
|
||
<td>商务部公告禁止两用物项对美国军事用户或用途出口</td>
|
||
</tr>
|
||
<tr>
|
||
<td>聚赛龙</td>
|
||
<td>碳纤维增强复合材料</td>
|
||
<td><span class="tag tag-ban">禁止出口</span></td>
|
||
<td>商务部公告禁止两用物项对美国军事用户或用途出口</td>
|
||
</tr>
|
||
<tr>
|
||
<td>金博股份</td>
|
||
<td>碳-碳复合材料</td>
|
||
<td><span class="tag tag-ban">禁止出口</span></td>
|
||
<td>商务部公告禁止两用物项对美国军事用户或用途出口</td>
|
||
</tr>
|
||
<tr>
|
||
<td>楚江新材</td>
|
||
<td>碳-碳复合材料</td>
|
||
<td><span class="tag tag-ban">禁止出口</span></td>
|
||
<td>商务部公告禁止两用物项对美国军事用户或用途出口</td>
|
||
</tr>
|
||
<tr>
|
||
<td>博云新材</td>
|
||
<td>碳-碳复合材料</td>
|
||
<td><span class="tag tag-ban">禁止出口</span></td>
|
||
<td>商务部公告禁止两用物项对美国军事用户或用途出口</td>
|
||
</tr>
|
||
<tr>
|
||
<td>天宜上佳</td>
|
||
<td>碳-碳复合材料</td>
|
||
<td><span class="tag tag-ban">禁止出口</span></td>
|
||
<td>商务部公告禁止两用物项对美国军事用户或用途出口</td>
|
||
</tr>
|
||
<tr>
|
||
<td>奥普光电</td>
|
||
<td>聚酰亚胺复合材料</td>
|
||
<td><span class="tag tag-ban">禁止出口</span></td>
|
||
<td>商务部公告禁止两用物项对美国军事用户或用途出口</td>
|
||
</tr>
|
||
<tr>
|
||
<td>瑞华泰</td>
|
||
<td>聚酰亚胺复合材料</td>
|
||
<td><span class="tag tag-ban">禁止出口</span></td>
|
||
<td>商务部公告禁止两用物项对美国军事用户或用途出口</td>
|
||
</tr>
|
||
<tr>
|
||
<td>华谊集团</td>
|
||
<td>聚酰亚胺复合材料</td>
|
||
<td><span class="tag tag-ban">禁止出口</span></td>
|
||
<td>商务部公告禁止两用物项对美国军事用户或用途出口</td>
|
||
</tr>
|
||
<tr>
|
||
<td>光威复材</td>
|
||
<td>聚酰亚胺复合材料</td>
|
||
<td><span class="tag tag-ban">禁止出口</span></td>
|
||
<td>商务部公告禁止两用物项对美国军事用户或用途出口</td>
|
||
</tr>
|
||
<tr>
|
||
<td>凯赛生物</td>
|
||
<td>聚酰胺复合材料、聚碳酸酯复合材料</td>
|
||
<td><span class="tag tag-ban">禁止出口</span></td>
|
||
<td>商务部公告禁止两用物项对美国军事用户或用途出口</td>
|
||
</tr>
|
||
<tr>
|
||
<td>聚赛龙</td>
|
||
<td>聚酰胺复合材料、聚碳酸酯复合材料</td>
|
||
<td><span class="tag tag-ban">禁止出口</span></td>
|
||
<td>商务部公告禁止两用物项对美国军事用户或用途出口</td>
|
||
</tr>
|
||
<tr>
|
||
<td>银禧科技</td>
|
||
<td>聚酰胺复合材料、聚碳酸酯复合材料</td>
|
||
<td><span class="tag tag-ban">禁止出口</span></td>
|
||
<td>商务部公告禁止两用物项对美国军事用户或用途出口</td>
|
||
</tr>
|
||
<tr>
|
||
<td>奇德新材</td>
|
||
<td>聚酰胺复合材料、聚碳酸酯复合材料</td>
|
||
<td><span class="tag tag-ban">禁止出口</span></td>
|
||
<td>商务部公告禁止两用物项对美国军事用户或用途出口</td>
|
||
</tr>
|
||
<tr>
|
||
<td>富恒新材</td>
|
||
<td>聚酰胺复合材料、聚碳酸酯复合材料</td>
|
||
<td><span class="tag tag-ban">禁止出口</span></td>
|
||
<td>商务部公告禁止两用物项对美国军事用户或用途出口</td>
|
||
</tr>
|
||
<tr>
|
||
<td>云南锗业</td>
|
||
<td>锗</td>
|
||
<td><span class="tag tag-restrict">原则上不允许出口</span></td>
|
||
<td>商务部公告原则上不允许出口镓、锗、锑、超硬材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td>驰宏锌锗</td>
|
||
<td>锗</td>
|
||
<td><span class="tag tag-restrict">原则上不允许出口</span></td>
|
||
<td>商务部公告原则上不允许出口镓、锗、锑、超硬材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td>恒光股份</td>
|
||
<td>锗</td>
|
||
<td><span class="tag tag-restrict">原则上不允许出口</span></td>
|
||
<td>商务部公告原则上不允许出口镓、锗、锑、超硬材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中金岭南</td>
|
||
<td>锗</td>
|
||
<td><span class="tag tag-restrict">原则上不允许出口</span></td>
|
||
<td>商务部公告原则上不允许出口镓、锗、锑、超硬材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td>争光股份</td>
|
||
<td>镓</td>
|
||
<td><span class="tag tag-restrict">原则上不允许出口</span></td>
|
||
<td>商务部公告原则上不允许出口镓、锗、锑、超硬材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td>福达合金</td>
|
||
<td>镓</td>
|
||
<td><span class="tag tag-restrict">原则上不允许出口</span></td>
|
||
<td>商务部公告原则上不允许出口镓、锗、锑、超硬材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td>蓝晓科技</td>
|
||
<td>镓</td>
|
||
<td><span class="tag tag-restrict">原则上不允许出口</span></td>
|
||
<td>商务部公告原则上不允许出口镓、锗、锑、超硬材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td>明泰铝业</td>
|
||
<td>镓</td>
|
||
<td><span class="tag tag-restrict">原则上不允许出口</span></td>
|
||
<td>商务部公告原则上不允许出口镓、锗、锑、超硬材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td>华钰矿业</td>
|
||
<td>锑</td>
|
||
<td><span class="tag tag-restrict">原则上不允许出口</span></td>
|
||
<td>商务部公告原则上不允许出口镓、锗、锑、超硬材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td>华锡有色</td>
|
||
<td>锑</td>
|
||
<td><span class="tag tag-restrict">原则上不允许出口</span></td>
|
||
<td>商务部公告原则上不允许出口镓、锗、锑、超硬材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td>湖南黄金</td>
|
||
<td>锑</td>
|
||
<td><span class="tag tag-restrict">原则上不允许出口</span></td>
|
||
<td>商务部公告原则上不允许出口镓、锗、锑、超硬材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td>兴业银锡</td>
|
||
<td>锑</td>
|
||
<td><span class="tag tag-restrict">原则上不允许出口</span></td>
|
||
<td>商务部公告原则上不允许出口镓、锗、锑、超硬材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td>黄河旋风</td>
|
||
<td>超硬材料</td>
|
||
<td><span class="tag tag-restrict">原则上不允许出口</span></td>
|
||
<td>商务部公告原则上不允许出口镓、锗、锑、超硬材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td>惠丰钻石</td>
|
||
<td>超硬材料</td>
|
||
<td><span class="tag tag-restrict">原则上不允许出口</span></td>
|
||
<td>商务部公告原则上不允许出口镓、锗、锑、超硬材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td>奔朗新材</td>
|
||
<td>超硬材料</td>
|
||
<td><span class="tag tag-restrict">原则上不允许出口</span></td>
|
||
<td>商务部公告原则上不允许出口镓、锗、锑、超硬材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td>力量钻石</td>
|
||
<td>超硬材料</td>
|
||
<td><span class="tag tag-restrict">原则上不允许出口</span></td>
|
||
<td>商务部公告原则上不允许出口镓、锗、锑、超硬材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td>博云新材</td>
|
||
<td>超硬材料</td>
|
||
<td><span class="tag tag-restrict">原则上不允许出口</span></td>
|
||
<td>商务部公告原则上不允许出口镓、锗、锑、超硬材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td>国机精工</td>
|
||
<td>超硬材料</td>
|
||
<td><span class="tag tag-restrict">原则上不允许出口</span></td>
|
||
<td>商务部公告原则上不允许出口镓、锗、锑、超硬材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td>安泰科技</td>
|
||
<td>超硬材料</td>
|
||
<td><span class="tag tag-restrict">原则上不允许出口</span></td>
|
||
<td>商务部公告原则上不允许出口镓、锗、锑、超硬材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td>明泰铝业</td>
|
||
<td>超硬材料</td>
|
||
<td><span class="tag tag-restrict">原则上不允许出口</span></td>
|
||
<td>商务部公告原则上不允许出口镓、锗、锑、超硬材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中兵红箭</td>
|
||
<td>超硬材料</td>
|
||
<td><span class="tag tag-restrict">原则上不允许出口</span></td>
|
||
<td>商务部公告原则上不允许出口镓、锗、锑、超硬材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td>四方达</td>
|
||
<td>超硬材料</td>
|
||
<td><span class="tag tag-restrict">原则上不允许出口</span></td>
|
||
<td>商务部公告原则上不允许出口镓、锗、锑、超硬材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td>翔丰华</td>
|
||
<td>天然石墨</td>
|
||
<td><span class="tag tag-review">更严格审查</span></td>
|
||
<td>对石墨两用物项实施更严格审查</td>
|
||
</tr>
|
||
<tr>
|
||
<td>杉杉股份</td>
|
||
<td>天然石墨</td>
|
||
<td><span class="tag tag-review">更严格审查</span></td>
|
||
<td>对石墨两用物项实施更严格审查</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中科电气</td>
|
||
<td>天然石墨</td>
|
||
<td><span class="tag tag-review">更严格审查</span></td>
|
||
<td>对石墨两用物项实施更严格审查</td>
|
||
</tr>
|
||
<tr>
|
||
<td>璞泰来</td>
|
||
<td>人造石墨</td>
|
||
<td><span class="tag tag-review">更严格审查</span></td>
|
||
<td>对石墨两用物项实施更严格审查</td>
|
||
</tr>
|
||
<tr>
|
||
<td>杉杉股份</td>
|
||
<td>人造石墨</td>
|
||
<td><span class="tag tag-review">更严格审查</span></td>
|
||
<td>对石墨两用物项实施更严格审查</td>
|
||
</tr>
|
||
<tr>
|
||
<td>翔丰华</td>
|
||
<td>人造石墨</td>
|
||
<td><span class="tag tag-review">更严格审查</span></td>
|
||
<td>对石墨两用物项实施更严格审查</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中科电气</td>
|
||
<td>人造石墨</td>
|
||
<td><span class="tag tag-review">更严格审查</span></td>
|
||
<td>对石墨两用物项实施更严格审查</td>
|
||
</tr>
|
||
<tr>
|
||
<td>尚太科技</td>
|
||
<td>人造石墨</td>
|
||
<td><span class="tag tag-review">更严格审查</span></td>
|
||
<td>对石墨两用物项实施更严格审查</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Non-ferrous Metals Stocks -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-yellow-300">有色金属(240407)</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="stock-table">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>行业</th>
|
||
<th>分类</th>
|
||
<th>产业链</th>
|
||
<th>原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>紫金矿业</td>
|
||
<td>有色金属</td>
|
||
<td>黄金</td>
|
||
<td>黄金开采</td>
|
||
<td>公司主要从事黄金开采及冶炼业务，为国内黄金龙头企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>山东黄金</td>
|
||
<td>有色金属</td>
|
||
<td>黄金</td>
|
||
<td>黄金开采</td>
|
||
<td>国内主要黄金生产企业，拥有多个黄金矿山资源</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中金黄金</td>
|
||
<td>有色金属</td>
|
||
<td>黄金</td>
|
||
<td>黄金开采</td>
|
||
<td>央企控股黄金企业，具备完整的黄金产业链</td>
|
||
</tr>
|
||
<tr>
|
||
<td>赤峰黄金</td>
|
||
<td>有色金属</td>
|
||
<td>黄金</td>
|
||
<td>黄金开采</td>
|
||
<td>专注于金矿勘探与开发，拥有多个黄金矿山</td>
|
||
</tr>
|
||
<tr>
|
||
<td>恒邦股份</td>
|
||
<td>有色金属</td>
|
||
<td>黄金</td>
|
||
<td>黄金冶炼</td>
|
||
<td>国内领先的黄金冶炼企业，具备贵金属综合回收能力</td>
|
||
</tr>
|
||
<tr>
|
||
<td>银泰黄金</td>
|
||
<td>有色金属</td>
|
||
<td>黄金</td>
|
||
<td>黄金开采</td>
|
||
<td>拥有多个金矿资源，业务涵盖黄金勘探与开采</td>
|
||
</tr>
|
||
<tr>
|
||
<td>湖南黄金</td>
|
||
<td>有色金属</td>
|
||
<td>黄金</td>
|
||
<td>黄金开采</td>
|
||
<td>湖南省黄金龙头企业，具备金锑钨综合开发能力</td>
|
||
</tr>
|
||
<tr>
|
||
<td>西部黄金</td>
|
||
<td>有色金属</td>
|
||
<td>黄金</td>
|
||
<td>黄金开采</td>
|
||
<td>新疆地区黄金龙头企业，主要从事黄金采选冶炼</td>
|
||
</tr>
|
||
<tr>
|
||
<td>四川黄金</td>
|
||
<td>有色金属</td>
|
||
<td>黄金</td>
|
||
<td>黄金开采</td>
|
||
<td>四川省黄金勘探开发重点企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>洛阳钼业</td>
|
||
<td>有色金属</td>
|
||
<td>黄金</td>
|
||
<td>黄金开采</td>
|
||
<td>全球领先的钼钨生产商，同时拥有黄金资源</td>
|
||
</tr>
|
||
<tr>
|
||
<td>金贵银业</td>
|
||
<td>有色金属</td>
|
||
<td>白银</td>
|
||
<td>白银冶炼</td>
|
||
<td>国内白银冶炼龙头企业，具备全产业链布局</td>
|
||
</tr>
|
||
<tr>
|
||
<td>兴业银锡</td>
|
||
<td>有色金属</td>
|
||
<td>白银</td>
|
||
<td>白银开采</td>
|
||
<td>主营业务为银锡矿开采与冶炼</td>
|
||
</tr>
|
||
<tr>
|
||
<td>盛达资源</td>
|
||
<td>有色金属</td>
|
||
<td>白银</td>
|
||
<td>白银开采</td>
|
||
<td>国内主要白银生产企业，拥有多个银矿资源</td>
|
||
</tr>
|
||
<tr>
|
||
<td>国城矿业</td>
|
||
<td>有色金属</td>
|
||
<td>白银</td>
|
||
<td>白银开采</td>
|
||
<td>主营铅锌铜等有色金属矿采选，伴生白银</td>
|
||
</tr>
|
||
<tr>
|
||
<td>豫光金铅</td>
|
||
<td>有色金属</td>
|
||
<td>白银</td>
|
||
<td>白银冶炼</td>
|
||
<td>国内最大的电解铅和白银生产企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>明牌珠宝</td>
|
||
<td>有色金属</td>
|
||
<td>经销商</td>
|
||
<td>黄金珠宝销售</td>
|
||
<td>专业从事黄金珠宝首饰的设计、生产与销售</td>
|
||
</tr>
|
||
<tr>
|
||
<td>萃华珠宝</td>
|
||
<td>有色金属</td>
|
||
<td>经销商</td>
|
||
<td>黄金珠宝销售</td>
|
||
<td>百年珠宝品牌，主营黄金饰品零售</td>
|
||
</tr>
|
||
<tr>
|
||
<td>周大生</td>
|
||
<td>有色金属</td>
|
||
<td>经销商</td>
|
||
<td>黄金珠宝销售</td>
|
||
<td>国内知名珠宝品牌，黄金饰品为主要产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td>曼卡龙</td>
|
||
<td>有色金属</td>
|
||
<td>经销商</td>
|
||
<td>黄金珠宝销售</td>
|
||
<td>专注于中高端时尚珠宝销售</td>
|
||
</tr>
|
||
<tr>
|
||
<td>老凤祥</td>
|
||
<td>有色金属</td>
|
||
<td>经销商</td>
|
||
<td>黄金珠宝销售</td>
|
||
<td>百年老字号珠宝品牌，全产业链布局</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中国黄金</td>
|
||
<td>有色金属</td>
|
||
<td>经销商</td>
|
||
<td>黄金珠宝销售</td>
|
||
<td>央企控股黄金珠宝企业，拥有全国性销售网络</td>
|
||
</tr>
|
||
<tr>
|
||
<td>菜百</td>
|
||
<td>有色金属</td>
|
||
<td>经销商</td>
|
||
<td>黄金珠宝销售</td>
|
||
<td>北京地区黄金珠宝龙头企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>深中华A</td>
|
||
<td>有色金属</td>
|
||
<td>经销商</td>
|
||
<td>黄金珠宝销售</td>
|
||
<td>主营自行车及黄金珠宝业务</td>
|
||
</tr>
|
||
<tr>
|
||
<td>莱绅通灵</td>
|
||
<td>有色金属</td>
|
||
<td>经销商</td>
|
||
<td>钻石珠宝销售</td>
|
||
<td>专注于钻石珠宝设计与销售</td>
|
||
</tr>
|
||
<tr>
|
||
<td>洛阳钼业</td>
|
||
<td>有色金属</td>
|
||
<td>铜矿</td>
|
||
<td>铜矿开采</td>
|
||
<td>全球第二大钴生产商，同时拥有铜矿资源</td>
|
||
</tr>
|
||
<tr>
|
||
<td>江西铜业</td>
|
||
<td>有色金属</td>
|
||
<td>铜矿</td>
|
||
<td>铜矿开采</td>
|
||
<td>国内最大的铜生产基地，铜矿采选冶炼一体化</td>
|
||
</tr>
|
||
<tr>
|
||
<td>铜陵有色</td>
|
||
<td>有色金属</td>
|
||
<td>铜矿</td>
|
||
<td>铜矿开采</td>
|
||
<td>国内主要铜矿开采企业，拥有完整产业链</td>
|
||
</tr>
|
||
<tr>
|
||
<td>云南铜业</td>
|
||
<td>有色金属</td>
|
||
<td>铜矿</td>
|
||
<td>铜矿开采</td>
|
||
<td>西南地区铜业龙头，拥有铜矿资源</td>
|
||
</tr>
|
||
<tr>
|
||
<td>西部矿业</td>
|
||
<td>有色金属</td>
|
||
<td>铜矿</td>
|
||
<td>铜矿开采</td>
|
||
<td>青海省铜矿龙头企业，拥有多个铜矿资源</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中金岭南</td>
|
||
<td>有色金属</td>
|
||
<td>铜矿</td>
|
||
<td>铜矿开采</td>
|
||
<td>主营铅锌铜等金属采选，拥有铜矿资源</td>
|
||
</tr>
|
||
<tr>
|
||
<td>飞南资源</td>
|
||
<td>有色金属</td>
|
||
<td>铜矿</td>
|
||
<td>再生铜回收</td>
|
||
<td>专注于再生有色金属回收利用</td>
|
||
</tr>
|
||
<tr>
|
||
<td>北方铜业</td>
|
||
<td>有色金属</td>
|
||
<td>铜矿</td>
|
||
<td>铜矿开采</td>
|
||
<td>山西省铜矿龙头企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>江西铜业</td>
|
||
<td>有色金属</td>
|
||
<td>电解铜</td>
|
||
<td>铜冶炼</td>
|
||
<td>国内最大的电解铜生产企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>铜陵有色</td>
|
||
<td>有色金属</td>
|
||
<td>电解铜</td>
|
||
<td>铜冶炼</td>
|
||
<td>具备电解铜生产能力</td>
|
||
</tr>
|
||
<tr>
|
||
<td>云南铜业</td>
|
||
<td>有色金属</td>
|
||
<td>电解铜</td>
|
||
<td>铜冶炼</td>
|
||
<td>西南地区电解铜主要生产商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>紫金矿业</td>
|
||
<td>有色金属</td>
|
||
<td>电解铜</td>
|
||
<td>铜冶炼</td>
|
||
<td>全球领先的铜冶炼企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>西部矿业</td>
|
||
<td>有色金属</td>
|
||
<td>电解铜</td>
|
||
<td>铜冶炼</td>
|
||
<td>具备电解铜生产能力</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中国铝业</td>
|
||
<td>有色金属</td>
|
||
<td>铝矿</td>
|
||
<td>铝土矿开采</td>
|
||
<td>国内最大的铝土矿开采企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>云铝股份</td>
|
||
<td>有色金属</td>
|
||
<td>铝矿</td>
|
||
<td>铝土矿开采</td>
|
||
<td>云南省铝业龙头，拥有铝矿资源</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中国铝业</td>
|
||
<td>有色金属</td>
|
||
<td>电解铝</td>
|
||
<td>电解铝生产</td>
|
||
<td>国内最大的电解铝生产企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>云铝股份</td>
|
||
<td>有色金属</td>
|
||
<td>电解铝</td>
|
||
<td>电解铝生产</td>
|
||
<td>西南地区电解铝主要生产商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>神火股份</td>
|
||
<td>有色金属</td>
|
||
<td>电解铝</td>
|
||
<td>电解铝生产</td>
|
||
<td>国内主要电解铝生产企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>南山铝业</td>
|
||
<td>有色金属</td>
|
||
<td>电解铝</td>
|
||
<td>电解铝生产</td>
|
||
<td>山东省铝业龙头企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>焦作万方</td>
|
||
<td>有色金属</td>
|
||
<td>电解铝</td>
|
||
<td>电解铝生产</td>
|
||
<td>河南省电解铝重点企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>索通发展</td>
|
||
<td>有色金属</td>
|
||
<td>电解铝</td>
|
||
<td>预焙阳极生产</td>
|
||
<td>国内最大的预焙阳极生产企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中国铝业</td>
|
||
<td>有色金属</td>
|
||
<td>氧化铝</td>
|
||
<td>氧化铝生产</td>
|
||
<td>全球最大的氧化铝生产商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>天山铝业</td>
|
||
<td>有色金属</td>
|
||
<td>氧化铝</td>
|
||
<td>氧化铝生产</td>
|
||
<td>新疆地区氧化铝主要生产商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>云铝股份</td>
|
||
<td>有色金属</td>
|
||
<td>氧化铝</td>
|
||
<td>氧化铝生产</td>
|
||
<td>具备氧化铝生产能力</td>
|
||
</tr>
|
||
<tr>
|
||
<td>南山铝业</td>
|
||
<td>有色金属</td>
|
||
<td>氧化铝</td>
|
||
<td>氧化铝生产</td>
|
||
<td>山东省氧化铝主要生产商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>怡球资源</td>
|
||
<td>有色金属</td>
|
||
<td>再生铝</td>
|
||
<td>再生铝回收</td>
|
||
<td>专注于再生铝回收与加工</td>
|
||
</tr>
|
||
<tr>
|
||
<td>南山铝业</td>
|
||
<td>有色金属</td>
|
||
<td>再生铝</td>
|
||
<td>再生铝加工</td>
|
||
<td>具备再生铝加工能力</td>
|
||
</tr>
|
||
<tr>
|
||
<td>钒钛股份</td>
|
||
<td>有色金属</td>
|
||
<td>钒</td>
|
||
<td>钒钛资源开发</td>
|
||
<td>国内最大的钒钛资源开发企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>河钢股份</td>
|
||
<td>有色金属</td>
|
||
<td>钒</td>
|
||
<td>钒钛资源开发</td>
|
||
<td>拥有钒钛矿产资源</td>
|
||
</tr>
|
||
<tr>
|
||
<td>东方锆业</td>
|
||
<td>有色金属</td>
|
||
<td>锆</td>
|
||
<td>锆产品生产</td>
|
||
<td>国内锆产品龙头企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>三祥新材</td>
|
||
<td>有色金属</td>
|
||
<td>锆</td>
|
||
<td>锆产品生产</td>
|
||
<td>专注于锆系材料研发生产</td>
|
||
</tr>
|
||
<tr>
|
||
<td>湘潭电化</td>
|
||
<td>有色金属</td>
|
||
<td>锰</td>
|
||
<td>锰矿开采</td>
|
||
<td>国内电解二氧化锰龙头企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>红星发展</td>
|
||
<td>有色金属</td>
|
||
<td>锰</td>
|
||
<td>锰产品生产</td>
|
||
<td>主营锰系产品生产</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中钢天源</td>
|
||
<td>有色金属</td>
|
||
<td>锰</td>
|
||
<td>锰矿开采</td>
|
||
<td>拥有锰矿资源</td>
|
||
</tr>
|
||
<tr>
|
||
<td>三峡水利</td>
|
||
<td>有色金属</td>
|
||
<td>锰</td>
|
||
<td>锰矿开采</td>
|
||
<td>重庆地区锰矿资源企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>格林美</td>
|
||
<td>有色金属</td>
|
||
<td>镍</td>
|
||
<td>镍资源回收</td>
|
||
<td>国内领先的镍资源回收企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>盛屯矿业</td>
|
||
<td>有色金属</td>
|
||
<td>镍</td>
|
||
<td>镍矿开采</td>
|
||
<td>拥有海外镍矿资源</td>
|
||
</tr>
|
||
<tr>
|
||
<td>鹏欣资源</td>
|
||
<td>有色金属</td>
|
||
<td>镍</td>
|
||
<td>镍矿开采</td>
|
||
<td>主营镍矿开采与冶炼</td>
|
||
</tr>
|
||
<tr>
|
||
<td>华友钴业</td>
|
||
<td>有色金属</td>
|
||
<td>镍</td>
|
||
<td>镍钴资源开发</td>
|
||
<td>全球领先的钴镍生产商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>青岛中程</td>
|
||
<td>有色金属</td>
|
||
<td>镍</td>
|
||
<td>镍矿开采</td>
|
||
<td>在印尼拥有镍矿资源</td>
|
||
</tr>
|
||
<tr>
|
||
<td>宁波联合</td>
|
||
<td>有色金属</td>
|
||
<td>镍</td>
|
||
<td>镍矿开采</td>
|
||
<td>参股镍矿项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td>腾远钴业</td>
|
||
<td>有色金属</td>
|
||
<td>镍</td>
|
||
<td>镍钴冶炼</td>
|
||
<td>专注于钴镍冶炼</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中国中冶</td>
|
||
<td>有色金属</td>
|
||
<td>镍</td>
|
||
<td>镍矿开采</td>
|
||
<td>拥有海外镍矿资源</td>
|
||
</tr>
|
||
<tr>
|
||
<td>博迁新材</td>
|
||
<td>有色金属</td>
|
||
<td>镍</td>
|
||
<td>镍粉生产</td>
|
||
<td>主营镍粉等金属粉体材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td>金圆股份</td>
|
||
<td>有色金属</td>
|
||
<td>镍</td>
|
||
<td>镍矿开采</td>
|
||
<td>拥有镍矿资源</td>
|
||
</tr>
|
||
<tr>
|
||
<td>天奇股份</td>
|
||
<td>有色金属</td>
|
||
<td>镍</td>
|
||
<td>镍资源回收</td>
|
||
<td>开展镍资源回收业务</td>
|
||
</tr>
|
||
<tr>
|
||
<td>西部材料</td>
|
||
<td>有色金属</td>
|
||
<td>镍</td>
|
||
<td>镍合金生产</td>
|
||
<td>主营钛镍等稀有金属材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td>云南锗业</td>
|
||
<td>有色金属</td>
|
||
<td>锗</td>
|
||
<td>锗资源开发</td>
|
||
<td>国内锗资源龙头企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>恒光股份</td>
|
||
<td>有色金属</td>
|
||
<td>锗</td>
|
||
<td>锗产品生产</td>
|
||
<td>具备锗产品生产能力</td>
|
||
</tr>
|
||
<tr>
|
||
<td>光智科技</td>
|
||
<td>有色金属</td>
|
||
<td>锗</td>
|
||
<td>锗产品生产</td>
|
||
<td>主营红外光学材料，涉及锗加工</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中金岭南</td>
|
||
<td>有色金属</td>
|
||
<td>锗</td>
|
||
<td>锗资源开发</td>
|
||
<td>拥有锗矿资源</td>
|
||
</tr>
|
||
<tr>
|
||
<td>驰宏锌锗</td>
|
||
<td>有色金属</td>
|
||
<td>锗</td>
|
||
<td>锗资源开发</td>
|
||
<td>主营铅锌锗综合开发</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中金岭南</td>
|
||
<td>有色金属</td>
|
||
<td>镓</td>
|
||
<td>镓资源回收</td>
|
||
<td>在铅锌冶炼过程中回收镓</td>
|
||
</tr>
|
||
<tr>
|
||
<td>争光股份</td>
|
||
<td>有色金属</td>
|
||
<td>镓</td>
|
||
<td>镓产品生产</td>
|
||
<td>具备镓产品生产能力</td>
|
||
</tr>
|
||
<tr>
|
||
<td>厦门钨业</td>
|
||
<td>有色金属</td>
|
||
<td>钨</td>
|
||
<td>钨矿开采</td>
|
||
<td>国内最大的钨钼生产商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中钨高新</td>
|
||
<td>有色金属</td>
|
||
<td>钨</td>
|
||
<td>钨加工</td>
|
||
<td>主营钨硬质合金生产</td>
|
||
</tr>
|
||
<tr>
|
||
<td>章源钨业</td>
|
||
<td>有色金属</td>
|
||
<td>钨</td>
|
||
<td>钨矿开采</td>
|
||
<td>江西省钨业龙头企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>翔鹭钨业</td>
|
||
<td>有色金属</td>
|
||
<td>钨</td>
|
||
<td>钨加工</td>
|
||
<td>主营钨制品深加工</td>
|
||
</tr>
|
||
<tr>
|
||
<td>洛阳钼业</td>
|
||
<td>有色金属</td>
|
||
<td>钨</td>
|
||
<td>钨矿开采</td>
|
||
<td>拥有钨矿资源</td>
|
||
</tr>
|
||
<tr>
|
||
<td>金钼股份</td>
|
||
<td>有色金属</td>
|
||
<td>钼</td>
|
||
<td>钼矿开采</td>
|
||
<td>全球最大的钼生产商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>洛阳钼业</td>
|
||
<td>有色金属</td>
|
||
<td>钼</td>
|
||
<td>钼矿开采</td>
|
||
<td>国内第二大钼生产商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>吉翔股份</td>
|
||
<td>有色金属</td>
|
||
<td>钼</td>
|
||
<td>钼矿开采</td>
|
||
<td>主营钼矿采选业务</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中国中铁</td>
|
||
<td>有色金属</td>
|
||
<td>钼</td>
|
||
<td>钼矿开采</td>
|
||
<td>拥有钼矿资源</td>
|
||
</tr>
|
||
<tr>
|
||
<td>锡业股份</td>
|
||
<td>有色金属</td>
|
||
<td>锡</td>
|
||
<td>锡矿开采</td>
|
||
<td>全球最大的锡生产商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>兴业银锡</td>
|
||
<td>有色金属</td>
|
||
<td>锡</td>
|
||
<td>锡矿开采</td>
|
||
<td>主营银锡矿采选</td>
|
||
</tr>
|
||
<tr>
|
||
<td>华锡有色</td>
|
||
<td>有色金属</td>
|
||
<td>锡</td>
|
||
<td>锡矿开采</td>
|
||
<td>国内主要锡生产商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>明星电力</td>
|
||
<td>有色金属</td>
|
||
<td>锡</td>
|
||
<td>锡矿开采</td>
|
||
<td>拥有锡矿资源</td>
|
||
</tr>
|
||
<tr>
|
||
<td>华钰矿业</td>
|
||
<td>有色金属</td>
|
||
<td>锑</td>
|
||
<td>锑矿开采</td>
|
||
<td>国内主要锑生产商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>湖南黄金</td>
|
||
<td>有色金属</td>
|
||
<td>锑</td>
|
||
<td>锑矿开采</td>
|
||
<td>国内第二大锑生产商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>华锡有色</td>
|
||
<td>有色金属</td>
|
||
<td>锑</td>
|
||
<td>锑矿开采</td>
|
||
<td>主营锡锑资源开发</td>
|
||
</tr>
|
||
<tr>
|
||
<td>兴业银锡</td>
|
||
<td>有色金属</td>
|
||
<td>锑</td>
|
||
<td>锑矿开采</td>
|
||
<td>拥有锑矿资源</td>
|
||
</tr>
|
||
<tr>
|
||
<td>恒邦股份</td>
|
||
<td>有色金属</td>
|
||
<td>锑</td>
|
||
<td>锑冶炼</td>
|
||
<td>具备锑冶炼能力</td>
|
||
</tr>
|
||
<tr>
|
||
<td>驰宏锌锗</td>
|
||
<td>有色金属</td>
|
||
<td>锑</td>
|
||
<td>锑矿开采</td>
|
||
<td>拥有锑矿资源</td>
|
||
</tr>
|
||
<tr>
|
||
<td>豫光金铅</td>
|
||
<td>有色金属</td>
|
||
<td>铅</td>
|
||
<td>铅冶炼</td>
|
||
<td>国内最大的铅冶炼企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>驰宏锌锗</td>
|
||
<td>有色金属</td>
|
||
<td>铅</td>
|
||
<td>铅锌矿开采</td>
|
||
<td>主营铅锌锗综合开发</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中金岭南</td>
|
||
<td>有色金属</td>
|
||
<td>铅</td>
|
||
<td>铅锌矿开采</td>
|
||
<td>国内主要铅锌生产商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>锌业股份</td>
|
||
<td>有色金属</td>
|
||
<td>铅</td>
|
||
<td>铅冶炼</td>
|
||
<td>具备铅冶炼能力</td>
|
||
</tr>
|
||
<tr>
|
||
<td>国城矿业</td>
|
||
<td>有色金属</td>
|
||
<td>铅</td>
|
||
<td>铅锌矿开采</td>
|
||
<td>主营铅锌矿采选</td>
|
||
</tr>
|
||
<tr>
|
||
<td>华钰矿业</td>
|
||
<td>有色金属</td>
|
||
<td>铅</td>
|
||
<td>铅矿开采</td>
|
||
<td>拥有铅矿资源</td>
|
||
</tr>
|
||
<tr>
|
||
<td>株冶集团</td>
|
||
<td>有色金属</td>
|
||
<td>锌</td>
|
||
<td>锌冶炼</td>
|
||
<td>国内主要锌冶炼企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中金岭南</td>
|
||
<td>有色金属</td>
|
||
<td>锌</td>
|
||
<td>铅锌矿开采</td>
|
||
<td>国内主要铅锌生产商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>锌业股份</td>
|
||
<td>有色金属</td>
|
||
<td>锌</td>
|
||
<td>锌冶炼</td>
|
||
<td>国内主要锌冶炼企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>驰宏锌锗</td>
|
||
<td>有色金属</td>
|
||
<td>锌</td>
|
||
<td>铅锌矿开采</td>
|
||
<td>主营铅锌锗综合开发</td>
|
||
</tr>
|
||
<tr>
|
||
<td>罗平锌电</td>
|
||
<td>有色金属</td>
|
||
<td>锌</td>
|
||
<td>锌矿开采</td>
|
||
<td>云南省锌业龙头企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>兴业银锡</td>
|
||
<td>有色金属</td>
|
||
<td>锌</td>
|
||
<td>锌矿开采</td>
|
||
<td>拥有锌矿资源</td>
|
||
</tr>
|
||
<tr>
|
||
<td>宏达股份</td>
|
||
<td>有色金属</td>
|
||
<td>锌</td>
|
||
<td>锌矿开采</td>
|
||
<td>拥有锌矿资源</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中色股份</td>
|
||
<td>有色金属</td>
|
||
<td>锌</td>
|
||
<td>锌矿开采</td>
|
||
<td>拥有海外锌矿资源</td>
|
||
</tr>
|
||
<tr>
|
||
<td>金徽股份</td>
|
||
<td>有色金属</td>
|
||
<td>锌</td>
|
||
<td>锌矿开采</td>
|
||
<td>甘肃省锌矿龙头企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>国城矿业</td>
|
||
<td>有色金属</td>
|
||
<td>锌</td>
|
||
<td>铅锌矿开采</td>
|
||
<td>主营铅锌矿采选</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中国核电</td>
|
||
<td>有色金属</td>
|
||
<td>铀</td>
|
||
<td>铀资源开发</td>
|
||
<td>国内核电龙头企业，涉及铀资源</td>
|
||
</tr>
|
||
<tr>
|
||
<td>株冶集团</td>
|
||
<td>有色金属</td>
|
||
<td>铟</td>
|
||
<td>铟回收</td>
|
||
<td>在锌冶炼过程中回收铟</td>
|
||
</tr>
|
||
<tr>
|
||
<td>锡业股份</td>
|
||
<td>有色金属</td>
|
||
<td>铟</td>
|
||
<td>铟回收</td>
|
||
<td>在锡冶炼过程中回收铟</td>
|
||
</tr>
|
||
<tr>
|
||
<td>锌业股份</td>
|
||
<td>有色金属</td>
|
||
<td>铟</td>
|
||
<td>铟回收</td>
|
||
<td>在锌冶炼过程中回收铟</td>
|
||
</tr>
|
||
<tr>
|
||
<td>钒钛股份</td>
|
||
<td>有色金属</td>
|
||
<td>钛</td>
|
||
<td>钛矿开采</td>
|
||
<td>国内主要钛矿资源企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>金浦钛业</td>
|
||
<td>有色金属</td>
|
||
<td>钛</td>
|
||
<td>钛白粉生产</td>
|
||
<td>国内钛白粉主要生产商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>河钢股份</td>
|
||
<td>有色金属</td>
|
||
<td>钛</td>
|
||
<td>钛矿开采</td>
|
||
<td>拥有钛矿资源</td>
|
||
</tr>
|
||
<tr>
|
||
<td>安宁股份</td>
|
||
<td>有色金属</td>
|
||
<td>钛</td>
|
||
<td>钛矿开采</td>
|
||
<td>四川省钛矿龙头企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中核钛白</td>
|
||
<td>有色金属</td>
|
||
<td>钛</td>
|
||
<td>钛白粉生产</td>
|
||
<td>国内钛白粉主要生产商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>龙佰集团</td>
|
||
<td>有色金属</td>
|
||
<td>钛</td>
|
||
<td>钛白粉生产</td>
|
||
<td>全球领先的钛白粉生产企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>惠云钛业</td>
|
||
<td>有色金属</td>
|
||
<td>钛</td>
|
||
<td>钛白粉生产</td>
|
||
<td>广东省钛白粉重点企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>金瑞矿业</td>
|
||
<td>有色金属</td>
|
||
<td>锶</td>
|
||
<td>锶矿开采</td>
|
||
<td>国内锶盐主要生产商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>宝武镁业</td>
|
||
<td>有色金属</td>
|
||
<td>镁</td>
|
||
<td>镁产品生产</td>
|
||
<td>国内镁合金主要生产企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>华友钴业</td>
|
||
<td>有色金属</td>
|
||
<td>钴</td>
|
||
<td>钴资源开发</td>
|
||
<td>全球领先的钴生产商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>洛阳钼业</td>
|
||
<td>有色金属</td>
|
||
<td>钴</td>
|
||
<td>钴资源开发</td>
|
||
<td>全球第二大钴生产商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>盛屯矿业</td>
|
||
<td>有色金属</td>
|
||
<td>钴</td>
|
||
<td>钴资源开发</td>
|
||
<td>拥有海外钴矿资源</td>
|
||
</tr>
|
||
<tr>
|
||
<td>寒锐钴业</td>
|
||
<td>有色金属</td>
|
||
<td>钴</td>
|
||
<td>钴产品生产</td>
|
||
<td>国内主要钴产品生产商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中色股份</td>
|
||
<td>有色金属</td>
|
||
<td>钴</td>
|
||
<td>钴资源开发</td>
|
||
<td>拥有海外钴矿资源</td>
|
||
</tr>
|
||
<tr>
|
||
<td>腾远钴业</td>
|
||
<td>有色金属</td>
|
||
<td>钴</td>
|
||
<td>钴冶炼</td>
|
||
<td>专注于钴冶炼业务</td>
|
||
</tr>
|
||
<tr>
|
||
<td>格林美</td>
|
||
<td>有色金属</td>
|
||
<td>钴</td>
|
||
<td>钴资源回收</td>
|
||
<td>国内领先的钴资源回收企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>鹏欣资源</td>
|
||
<td>有色金属</td>
|
||
<td>钴</td>
|
||
<td>钴资源开发</td>
|
||
<td>拥有海外钴矿资源</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
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</div>
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``` |