689 lines
43 KiB
HTML
689 lines
43 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>海上风电概念分析报告</title>
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font-family: 'Inter', sans-serif;
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.stock-table {
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padding: 0.25rem 0.5rem;
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</style>
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</head>
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<body class="bg-gray-50 dark:bg-gray-900">
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<div id="wave-bg" class="wave-bg"></div>
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold text-gray-800 dark:text-white mb-4">海上风电概念分析</h1>
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<p class="text-xl text-gray-600 dark:text-gray-300">从政策驱动向基本面驱动的关键转折点</p>
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<div class="mt-6 flex justify-center space-x-4">
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<span class="px-4 py-2 bg-blue-100 text-blue-800 rounded-full text-sm font-medium">2025年装机反转元年</span>
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<span class="px-4 py-2 bg-green-100 text-green-800 rounded-full text-sm font-medium">深远海十倍空间</span>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="content-card rounded-xl shadow-lg p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 dark:text-white mb-4 section-title">核心观点摘要</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="highlight-box">
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<h3 class="text-lg font-semibold text-gray-700 dark:text-gray-200 mb-2">阶段判断</h3>
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<p class="text-gray-600 dark:text-gray-300">海上风电处于<strong class="text-blue-600">"政策驱动向基本面驱动"过渡期</strong>，2025年是国内装机反转元年（预计15GW，同比+100%），深远海打开<strong class="text-green-600">十倍空间</strong>（全球可开发量710GW vs 当前83GW）。</p>
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</div>
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<div class="highlight-box">
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<h3 class="text-lg font-semibold text-gray-700 dark:text-gray-200 mb-2">核心矛盾</h3>
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<p class="text-gray-600 dark:text-gray-300">短期看<strong class="text-blue-600">审批加速+成本下降</strong>（风机价格已降至2500元/kW），长期看<strong class="text-green-600">深远海技术突破</strong>（漂浮式成本需从4万降至2万/kW）。</p>
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</div>
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</div>
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</div>
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<!-- 概念事件 -->
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<div class="content-card rounded-xl shadow-lg p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 dark:text-white mb-4 section-title">概念事件</h2>
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<div class="mb-6">
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<h3 class="text-lg font-semibold text-gray-700 dark:text-gray-200 mb-3">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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<i class="fas fa-calendar-alt text-blue-500 mt-1 mr-3"></i>
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<div>
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<span class="font-medium text-gray-700 dark:text-gray-200">2025年1月2日：</span>
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<span class="text-gray-600 dark:text-gray-300">自然资源部发布《海上风电项目用海管理新政》，明确<strong>"一海多用"</strong>（风电+养殖/制氢/储能）和<strong>深远海优先</strong>（离岸>30km或水深>50m），首次将国管海域纳入规划，推动<strong>漂浮式技术</strong>商业化。</span>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-calendar-alt text-blue-500 mt-1 mr-3"></i>
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<div>
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<span class="font-medium text-gray-700 dark:text-gray-200">2024年9月：</span>
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<span class="text-gray-600 dark:text-gray-300">海南2GW深远海项目启动（水深86-120m，漂浮式），标志中国深远海开发超预期。</span>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-calendar-alt text-blue-500 mt-1 mr-3"></i>
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<div>
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<span class="font-medium text-gray-700 dark:text-gray-200">2024年12月：</span>
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<span class="text-gray-600 dark:text-gray-300">广东海上风电装机达<strong>1198万千瓦</strong>（全国第一），年发电量359亿度，验证消纳能力。</span>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-calendar-alt text-blue-500 mt-1 mr-3"></i>
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<div>
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<span class="font-medium text-gray-700 dark:text-gray-200">2024年10月：</span>
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<span class="text-gray-600 dark:text-gray-300">山东半岛南150万千瓦平价项目并网，首次全场采用66kV集电系统，<strong>无需国家补贴</strong>。</span>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-calendar-alt text-blue-500 mt-1 mr-3"></i>
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<div>
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<span class="font-medium text-gray-700 dark:text-gray-200">2025年4月：</span>
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<span class="text-gray-600 dark:text-gray-300">德国莱茵集团暂停美国业务（特朗普政策不确定性），凸显<strong>地缘政治对海外市场的冲击</strong>。</span>
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</div>
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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-lg font-semibold text-gray-700 dark:text-gray-200 mb-3">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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<h4 class="font-medium text-gray-700 dark:text-gray-200">2023-2024</h4>
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<p class="text-gray-600 dark:text-gray-300">国补退出后装机低谷（2023年仅7.2GW），但核准量激增（2024年前三季度15.98GW）。</p>
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</div>
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<div class="timeline-item">
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<h4 class="font-medium text-gray-700 dark:text-gray-200">2025-2026</h4>
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<p class="text-gray-600 dark:text-gray-300">江苏2.65GW项目重启（军事审批解决）、广东7GW省管项目竞配落地，<strong>国内迎来装机拐点</strong>。</p>
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</div>
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<div class="timeline-item">
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<h4 class="font-medium text-gray-700 dark:text-gray-200">2027-2030</h4>
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<p class="text-gray-600 dark:text-gray-300">深远海规划全面释放（上海29.3GW、广东16GW国管海域），<strong>漂浮式技术规模化</strong>。</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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<!-- 核心逻辑与市场认知分析 -->
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<div class="content-card rounded-xl shadow-lg p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 dark:text-white mb-4 section-title">核心逻辑与市场认知分析</h2>
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<div class="mb-6">
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<h3 class="text-lg font-semibold text-gray-700 dark:text-gray-200 mb-3">核心驱动力</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-blue-50 dark:bg-blue-900/20 p-4 rounded-lg">
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<div class="flex items-center mb-2">
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<i class="fas fa-landmark text-blue-500 mr-2"></i>
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<h4 class="font-medium text-gray-700 dark:text-gray-200">政策强制</h4>
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</div>
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<p class="text-sm text-gray-600 dark:text-gray-300">中国"十四五"规划<strong>57GW</strong>未达标（当前仅完成38GW），2025年各省冲刺；欧洲2030年目标<strong>111GW</strong>（当前36GW），倒逼供应链外溢。</p>
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</div>
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<div class="bg-green-50 dark:bg-green-900/20 p-4 rounded-lg">
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<div class="flex items-center mb-2">
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<i class="fas fa-cogs text-green-500 mr-2"></i>
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<h4 class="font-medium text-gray-700 dark:text-gray-200">技术降本</h4>
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</div>
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<p class="text-sm text-gray-600 dark:text-gray-300">风机大型化（22MW机型已下线）+ 漂浮式规模化（万宁项目目标降本50%）。</p>
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</div>
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<div class="bg-purple-50 dark:bg-purple-900/20 p-4 rounded-lg">
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<div class="flex items-center mb-2">
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<i class="fas fa-project-diagram text-purple-500 mr-2"></i>
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<h4 class="font-medium text-gray-700 dark:text-gray-200">场景延伸</h4>
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</div>
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<p class="text-sm text-gray-600 dark:text-gray-300">从单一发电转向"风电+制氢/养殖"（如海南项目配套制氢）。</p>
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</div>
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</div>
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</div>
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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 text-gray-700 dark:text-gray-200 mb-3">市场热度与情绪</h3>
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<div class="space-y-3">
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<div class="bg-gray-50 dark:bg-gray-800 p-4 rounded-lg">
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<h4 class="font-medium text-gray-700 dark:text-gray-200 mb-1">研报密度</h4>
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<p class="text-sm text-gray-600 dark:text-gray-300">2024年Q4以来，<strong>12篇深度报告</strong>聚焦深远海（如国信电新、方正电新），情绪从"观望"转向"抢装"。</p>
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</div>
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<div class="bg-gray-50 dark:bg-gray-800 p-4 rounded-lg">
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<h4 class="font-medium text-gray-700 dark:text-gray-200 mb-1">分歧点</h4>
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<p class="text-sm text-gray-600 dark:text-gray-300">市场担忧<strong>军事/航道审批</strong>（江苏项目延迟2年），但2024年10月军方审批通过，<strong>预期差修复</strong>。</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 text-gray-700 dark:text-gray-200 mb-3">预期差分析</h3>
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<div class="space-y-3">
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<div class="bg-yellow-50 dark:bg-yellow-900/20 p-4 rounded-lg">
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<h4 class="font-medium text-gray-700 dark:text-gray-200 mb-1">认知误区</h4>
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<p class="text-sm text-gray-600 dark:text-gray-300">市场认为"国补退出=需求下滑"，实际<strong>2024年核准量15.98GW</strong>（同比+59%）显示平价项目已具备经济性（IRR>8%）。</p>
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</div>
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<div class="bg-yellow-50 dark:bg-yellow-900/20 p-4 rounded-lg">
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<h4 class="font-medium text-gray-700 dark:text-gray-200 mb-1">忽略点</h4>
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<p class="text-sm text-gray-600 dark:text-gray-300">欧洲<strong>单桩缺口299万吨</strong>（2027年），中国产能占全球80%，<strong>出海逻辑未被充分定价</strong>。</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="content-card rounded-xl shadow-lg p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 dark:text-white mb-4 section-title">关键催化剂与未来发展路径</h2>
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<div class="mb-6">
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<h3 class="text-lg font-semibold text-gray-700 dark:text-gray-200 mb-3">近期催化剂（3-6个月）</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<span class="flex-shrink-0 w-8 h-8 rounded-full bg-blue-100 dark:bg-blue-900/30 flex items-center justify-center text-blue-600 dark:text-blue-400 font-bold mr-3">1</span>
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<div>
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<h4 class="font-medium text-gray-700 dark:text-gray-200">江苏2.65GW开工（2024年12月）</h4>
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<p class="text-sm text-gray-600 dark:text-gray-300">海力风电/天顺风能<strong>40%利润</strong>来自江苏，估值修复至20x PE。</p>
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</div>
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</div>
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<div class="flex items-start">
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<span class="flex-shrink-0 w-8 h-8 rounded-full bg-blue-100 dark:bg-blue-900/30 flex items-center justify-center text-blue-600 dark:text-blue-400 font-bold mr-3">2</span>
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<div>
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<h4 class="font-medium text-gray-700 dark:text-gray-200">深远海管理办法落地（2025年Q1）</h4>
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<p class="text-sm text-gray-600 dark:text-gray-300">明确国管海域审批流程，<strong>上海29.3GW</strong>等项目启动招标。</p>
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</div>
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</div>
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<div class="flex items-start">
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<span class="flex-shrink-0 w-8 h-8 rounded-full bg-blue-100 dark:bg-blue-900/30 flex items-center justify-center text-blue-600 dark:text-blue-400 font-bold mr-3">3</span>
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<div>
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<h4 class="font-medium text-gray-700 dark:text-gray-200">欧洲订单爆发</h4>
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<p class="text-sm text-gray-600 dark:text-gray-300">NKT在手订单108亿欧元（2025年执行26%），中国海缆企业（东方电缆）中标英国Inch Cape项目（5.3亿元）。</p>
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</div>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-lg font-semibold text-gray-700 dark:text-gray-200 mb-3">长期路径</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="bg-gradient-to-r from-blue-50 to-cyan-50 dark:from-blue-900/20 dark:to-cyan-900/20 p-4 rounded-lg">
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<h4 class="font-medium text-gray-700 dark:text-gray-200 mb-2">2025-2027</h4>
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<p class="text-sm text-gray-600 dark:text-gray-300">近海抢装（年均15GW），<strong>导管架/单桩</strong>需求爆发（泰胜风能/大金重工）。</p>
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</div>
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<div class="bg-gradient-to-r from-green-50 to-emerald-50 dark:from-green-900/20 dark:to-emerald-900/20 p-4 rounded-lg">
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<h4 class="font-medium text-gray-700 dark:text-gray-200 mb-2">2028-2030</h4>
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<p class="text-sm text-gray-600 dark:text-gray-300">深远海商业化（漂浮式占比30%），<strong>动态海缆+浮体</strong>成为新赛道（亚星锚链受益）。</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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<!-- 产业链与核心公司深度剖析 -->
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<div class="content-card rounded-xl shadow-lg p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 dark:text-white mb-4 section-title">产业链与核心公司深度剖析</h2>
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<div class="mb-6">
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<h3 class="text-lg font-semibold text-gray-700 dark:text-gray-200 mb-3">产业链图谱</h3>
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<div class="bg-gray-50 dark:bg-gray-800 p-4 rounded-lg">
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div>
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<h4 class="font-medium text-gray-700 dark:text-gray-200 mb-2 text-center">上游</h4>
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<div class="space-y-2">
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<div class="bg-white dark:bg-gray-700 p-3 rounded-lg shadow-sm">
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<p class="text-sm text-gray-600 dark:text-gray-300">钢材（<strong>中厚板价格欧洲1.4倍中国</strong>）</p>
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</div>
|
||
<div class="bg-white dark:bg-gray-700 p-3 rounded-lg shadow-sm">
|
||
<p class="text-sm text-gray-600 dark:text-gray-300">铜（海缆成本占比70%）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium text-gray-700 dark:text-gray-200 mb-2 text-center">中游</h4>
|
||
<div class="space-y-2">
|
||
<div class="bg-white dark:bg-gray-700 p-3 rounded-lg shadow-sm">
|
||
<p class="text-sm font-medium text-gray-700 dark:text-gray-200">海缆</p>
|
||
<p class="text-xs text-gray-600 dark:text-gray-300">东方电缆（500kV技术+荷兰基地）、中天科技（±525kV柔直）、亨通光电（中东订单突破）</p>
|
||
</div>
|
||
<div class="bg-white dark:bg-gray-700 p-3 rounded-lg shadow-sm">
|
||
<p class="text-sm font-medium text-gray-700 dark:text-gray-200">塔桩</p>
|
||
<p class="text-xs text-gray-600 dark:text-gray-300">海力风电（江苏70%市占率）、大金重工（欧洲出口龙头）</p>
|
||
</div>
|
||
<div class="bg-white dark:bg-gray-700 p-3 rounded-lg shadow-sm">
|
||
<p class="text-sm font-medium text-gray-700 dark:text-gray-200">轴承</p>
|
||
<p class="text-xs text-gray-600 dark:text-gray-300">新强联（主轴国产化率48%）、崇德科技（滑动轴承降本15%）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium text-gray-700 dark:text-gray-200 mb-2 text-center">下游</h4>
|
||
<div class="bg-white dark:bg-gray-700 p-3 rounded-lg shadow-sm">
|
||
<p class="text-sm text-gray-600 dark:text-gray-300">三峡/华能等运营商，2025年装机目标倒逼供应链</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-gray-700 dark:text-gray-200 mb-3">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white dark:bg-gray-800 rounded-lg overflow-hidden">
|
||
<thead class="bg-gray-100 dark:bg-gray-700">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 dark:text-gray-300 uppercase tracking-wider">公司</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 dark:text-gray-300 uppercase tracking-wider">优势</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 dark:text-gray-300 uppercase tracking-wider">风险</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 dark:text-gray-300 uppercase tracking-wider">估值</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200 dark:divide-gray-700">
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900 dark:text-white">东方电缆</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">500kV海缆唯一量产，欧洲订单5.3亿</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">机构持仓重（上涨阻力）</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">2025E PE 13x（低估）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900 dark:text-white">海力风电</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">江苏基地垄断，2025年出货120万吨</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">产能利用率不足（当前50%）</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">2025E PE 12x（反转）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900 dark:text-white">大金重工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">欧洲单桩缺口受益，出口占比39%</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">美国政策风险（莱茵暂停）</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">2025E PE 15x（中性）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6">
|
||
<h3 class="text-lg font-semibold text-gray-700 dark:text-gray-200 mb-3">验证与证伪</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-red-50 dark:bg-red-900/20 p-4 rounded-lg">
|
||
<h4 class="font-medium text-gray-700 dark:text-gray-200 mb-2">证伪点</h4>
|
||
<p class="text-sm text-gray-600 dark:text-gray-300">研报预测2025年国内装机15GW，但<strong>江苏项目实际开工延迟</strong>（需跟踪12月打桩进度）。</p>
|
||
</div>
|
||
<div class="bg-green-50 dark:bg-green-900/20 p-4 rounded-lg">
|
||
<h4 class="font-medium text-gray-700 dark:text-gray-200 mb-2">验证点</h4>
|
||
<p class="text-sm text-gray-600 dark:text-gray-300">欧洲单桩缺口299万吨，<strong>大金重工2024年Q3欧洲订单同比+200%</strong>（验证出海逻辑）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="content-card rounded-xl shadow-lg p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 dark:text-white mb-4 section-title">潜在风险与挑战</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-orange-50 dark:bg-orange-900/20 p-4 rounded-lg">
|
||
<div class="flex items-start">
|
||
<i class="fas fa-exclamation-triangle text-orange-500 mt-1 mr-3"></i>
|
||
<div>
|
||
<h3 class="font-medium text-gray-700 dark:text-gray-200 mb-1">技术风险</h3>
|
||
<p class="text-sm text-gray-600 dark:text-gray-300">漂浮式锚链抗台风能力未验证（万宁项目2025年测试）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="bg-orange-50 dark:bg-orange-900/20 p-4 rounded-lg">
|
||
<div class="flex items-start">
|
||
<i class="fas fa-exclamation-triangle text-orange-500 mt-1 mr-3"></i>
|
||
<div>
|
||
<h3 class="font-medium text-gray-700 dark:text-gray-200 mb-1">商业化风险</h3>
|
||
<p class="text-sm text-gray-600 dark:text-gray-300">深远海项目IRR仅5%（需降本至2万/kW）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="bg-orange-50 dark:bg-orange-900/20 p-4 rounded-lg">
|
||
<div class="flex items-start">
|
||
<i class="fas fa-exclamation-triangle text-orange-500 mt-1 mr-3"></i>
|
||
<div>
|
||
<h3 class="font-medium text-gray-700 dark:text-gray-200 mb-1">政策风险</h3>
|
||
<p class="text-sm text-gray-600 dark:text-gray-300">美国大选后或取消IRA补贴（影响欧洲需求外溢）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="bg-orange-50 dark:bg-orange-900/20 p-4 rounded-lg">
|
||
<div class="flex items-start">
|
||
<i class="fas fa-exclamation-triangle text-orange-500 mt-1 mr-3"></i>
|
||
<div>
|
||
<h3 class="font-medium text-gray-700 dark:text-gray-200 mb-1">信息矛盾</h3>
|
||
<p class="text-sm text-gray-600 dark:text-gray-300"><strong>GWEC预测2025年全球装机26GW</strong>，但欧洲企业（莱茵）暂停美国业务，<strong>区域分化加剧</strong>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="content-card rounded-xl shadow-lg p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 dark:text-white mb-4 section-title">综合结论与投资启示</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-semibold text-gray-700 dark:text-gray-200 mb-3">阶段判断</h3>
|
||
<div class="bg-gradient-to-r from-blue-500 to-cyan-500 p-4 rounded-lg text-white">
|
||
<p class="text-lg font-medium">从<strong>"主题炒作"</strong>（2023年政策预期）进入<strong>"基本面驱动"</strong>（2025年订单兑现）</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-semibold text-gray-700 dark:text-gray-200 mb-3">投资方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-green-50 dark:bg-green-900/20 p-4 rounded-lg">
|
||
<h4 class="font-medium text-gray-700 dark:text-gray-200 mb-2">短期弹性</h4>
|
||
<p class="text-sm text-gray-600 dark:text-gray-300">海缆（东方电缆）+ 塔桩（海力风电），<strong>订单落地+估值修复</strong>。</p>
|
||
</div>
|
||
<div class="bg-purple-50 dark:bg-purple-900/20 p-4 rounded-lg">
|
||
<h4 class="font-medium text-gray-700 dark:text-gray-200 mb-2">长期空间</h4>
|
||
<p class="text-sm text-gray-600 dark:text-gray-300">漂浮式锚链（亚星锚链）+ 欧洲出口（大金重工），<strong>技术突破+产能缺口</strong>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-gray-700 dark:text-gray-200 mb-3">跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-gray-50 dark:bg-gray-800 p-4 rounded-lg">
|
||
<h4 class="font-medium text-gray-700 dark:text-gray-200 mb-2">国内</h4>
|
||
<p class="text-sm text-gray-600 dark:text-gray-300">2025年Q1江苏项目吊装量（验证15GW装机）。</p>
|
||
</div>
|
||
<div class="bg-gray-50 dark:bg-gray-800 p-4 rounded-lg">
|
||
<h4 class="font-medium text-gray-700 dark:text-gray-200 mb-2">海外</h4>
|
||
<p class="text-sm text-gray-600 dark:text-gray-300">2025年Q2欧洲单桩招标量（验证299万吨缺口）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 bg-gradient-to-r from-blue-600 to-cyan-600 p-4 rounded-lg text-white text-center">
|
||
<p class="text-lg font-bold">海上风电的2025年，是"近海抢装兑现业绩，深远海打开估值"的关键分水岭。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="content-card rounded-xl shadow-lg p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 dark:text-white mb-4 section-title">关联股票数据</h2>
|
||
<div class="stock-table">
|
||
<table class="min-w-full bg-white dark:bg-gray-800 rounded-lg overflow-hidden">
|
||
<thead class="bg-gray-100 dark:bg-gray-700">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 dark:text-gray-300 uppercase tracking-wider">股票名称</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 dark:text-gray-300 uppercase tracking-wider">分类</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 dark:text-gray-300 uppercase tracking-wider">细分</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 dark:text-gray-300 uppercase tracking-wider">行业</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 dark:text-gray-300 uppercase tracking-wider">项目</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 dark:text-gray-300 uppercase tracking-wider">产业链</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 dark:text-gray-300 uppercase tracking-wider">备注</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 dark:text-gray-300 uppercase tracking-wider">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200 dark:divide-gray-700">
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900 dark:text-white">天顺风能</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">风电主机</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">叶片</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">新材料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">麦加芯材</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">中国巨石</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">石墨烯新材料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">公司涉及风电叶片制造，与麦加芯材合作，产业链上游关联中国巨石</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900 dark:text-white">时代新材</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">风电主机</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">叶片</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">新材料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">泰胜风能</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">中国巨石</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">石墨烯新材料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">风电叶片业务与泰胜风能合作，产业链关联中国巨石</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900 dark:text-white">新强联</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">风电主机</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">轴承</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">金属制品</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">通裕重工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">中环海陆</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">国机精工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">主营风电轴承，与通裕重工合作，产业链涉及中环海陆</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900 dark:text-white">金雷股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">风电主机</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">轴承</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">金属制品</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">通裕重工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">中环海陆</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">国机精工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">风电轴承业务与通裕重工合作，产业链关联中环海陆</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900 dark:text-white">大金重工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">塔筒/风场基础</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">塔筒</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">金属制品</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">泰胜风能</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">天能重工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">无</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">主营风电塔筒制造，与泰胜风能合作，产业链关联天能重工</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900 dark:text-white">川润股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">塔筒/风场基础</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">塔筒</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">金属制品</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">泰胜风能</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">天能重工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">无</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">风电塔筒业务与泰胜风能合作，产业链关联天能重工</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900 dark:text-white">宏盛股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">塔筒/风场基础</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">塔筒</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">金属制品</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">泰胜风能</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">天能重工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">无</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">风电塔筒业务与泰胜风能合作，产业链关联天能重工</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900 dark:text-white">太重重工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">塔筒/风场基础</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">塔筒</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">金属制品</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">泰胜风能</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">天能重工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">无</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">风电塔筒业务与泰胜风能合作，产业链关联天能重工</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900 dark:text-white">禾望电气</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">变流器</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">变流器</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">电气设备</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">明阳智能</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">上海电气</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">运达股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">风电变流器业务与明阳智能合作，产业链关联上海电气</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900 dark:text-white">金风科技</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">变流器</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">变流器</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">电气设备</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">明阳智能</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">上海电气</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">运达股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">风电变流器业务与明阳智能合作，产业链关联上海电气</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900 dark:text-white">东方电缆</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">海缆/换流站</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">海缆</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">电气设备</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">超高压电缆</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">大金重工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">无</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">主营海上风电海缆，涉及超高压电缆项目，产业链关联大金重工</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900 dark:text-white">中天科技</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">海缆/换流站</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">海缆</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">电气设备</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">超高压电缆</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">大金重工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">无</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">海上风电海缆业务涉及超高压电缆项目，产业链关联大金重工</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900 dark:text-white">亨通光电</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">海缆/换流站</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">海缆</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">电气设备</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">超高压电缆</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">大金重工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">无</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">海上风电海缆业务涉及超高压电缆项目，产业链关联大金重工</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900 dark:text-white">海力风电</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">海风施工/装机/运维</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">风机</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">电气设备</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">海上风电</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">超高压电缆</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">大金重工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">主营海上风电施工与运维，项目涉及海上风电，产业链关联超高压电缆</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900 dark:text-white">永福股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">海风施工/装机/运维</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">风机</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">电气设备</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">海上风电</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">超高压电缆</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">大金重工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">海上风电施工与运维业务，项目涉及海上风电，产业链关联超高压电缆</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900 dark:text-white">中天科技</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">海风施工/装机/运维</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">风机</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">电气设备</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">海上风电</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">超高压电缆</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">大金重工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">海上风电施工与运维业务，项目涉及海上风电，产业链关联超高压电缆</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900 dark:text-white">祥明智能</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">海风施工/装机/运维</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">风机</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">电气设备</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">海上风电</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">超高压电缆</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">大金重工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500 dark:text-gray-300">海上风电施工与运维业务，项目涉及海上风电，产业链关联超高压电缆</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script src="https://cdnjs.cloudflare.com/ajax/libs/three.js/r134/three.min.js"></script>
|
||
<script src="https://cdnjs.cloudflare.com/ajax/libs/vanta/0.5.24/vanta.waves.min.js"></script>
|
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<script>
|
||
document.addEventListener('DOMContentLoaded', function() {
|
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|
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el: "#wave-bg",
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mouseControls: true,
|
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touchControls: true,
|
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gyroControls: false,
|
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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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|
||
``` |