692 lines
40 KiB
HTML
692 lines
40 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>海洋经济新动能 - 概念洞察与股票分析</title>
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<!-- Chart.js -->
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<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
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<!-- Custom Styles -->
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<style>
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body {
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font-family: 'Inter', sans-serif;
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background: linear-gradient(135deg, #e0f2fe 0%, #bae6fd 100%);
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background: linear-gradient(135deg, #0891b2 0%, #0e7490 100%);
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box-shadow: 0 10px 15px -3px rgba(0, 0, 0, 0.1), 0 4px 6px -2px rgba(0, 0, 0, 0.05);
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border-radius: 50%;
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background-color: #0891b2;
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position: absolute;
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}
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.timeline-line {
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position: absolute;
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background-color: #cbd5e1;
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}
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.table-container {
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overflow-x: visible;
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}
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@media (max-width: 768px) {
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.table-container {
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overflow-x: auto;
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}
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}
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</style>
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</head>
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<body class="min-h-screen p-4 md:p-8">
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<div class="max-w-7xl mx-auto">
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<!-- Header -->
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<div class="text-center mb-10">
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<h1 class="text-4xl md:text-5xl font-bold text-cyan-800 mb-4">海洋经济新动能</h1>
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<p class="text-lg md:text-xl text-cyan-700 max-w-3xl mx-auto">从"政策主题"进入"技术-产业共振"阶段的深度分析</p>
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</div>
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<!-- 概念事件 -->
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<div class="card bg-white rounded-xl card-shadow mb-8 p-6">
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<h2 class="text-2xl font-bold text-cyan-800 mb-6 flex items-center">
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<i class="fas fa-calendar-alt mr-3 text-cyan-600"></i>概念事件
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
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<!-- 政策时间轴 -->
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<div>
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<h3 class="text-xl font-semibold text-cyan-700 mb-4">政策时间轴</h3>
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<div class="relative pl-6">
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<div class="timeline-line"></div>
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<div class="relative mb-6">
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<div class="timeline-dot"></div>
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<div class="bg-cyan-50 p-4 rounded-lg">
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<div class="font-bold text-cyan-800">2022年10月</div>
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<p class="text-gray-700">二十大报告首次提出"加快建设海洋强国"，明确海洋经济为国家级战略。</p>
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</div>
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</div>
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<div class="relative mb-6">
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<div class="timeline-dot"></div>
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<div class="bg-cyan-50 p-4 rounded-lg">
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<div class="font-bold text-cyan-800">2025年3月</div>
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<p class="text-gray-700">政府工作报告首次将"深海科技"与商业航天、低空经济并列，纳入战略性新兴产业。</p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="bg-cyan-50 p-4 rounded-lg">
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<div class="font-bold text-cyan-800">2025年7月1日</div>
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<p class="text-gray-700">中央财经委第六次会议提出"五大原则"和"六大重点"，标志着政策从顶层设计进入落地阶段。</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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<!-- 产业催化事件 -->
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<div>
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<h3 class="text-xl font-semibold text-cyan-700 mb-4">产业催化事件</h3>
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<div class="space-y-4">
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<div class="bg-blue-50 p-4 rounded-lg border-l-4 border-blue-500">
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<div class="font-bold text-blue-800">2024年央企"国之重器"</div>
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<p class="text-gray-700">大洋钻探船"梦想"号（11000米钻深）、亚洲第一深水导管架"海基二号"等装备集中亮相，验证技术突破。</p>
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</div>
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<div class="bg-blue-50 p-4 rounded-lg border-l-4 border-blue-500">
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<div class="font-bold text-blue-800">区域政策密集出台</div>
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<p class="text-gray-700">上海发布《海洋产业发展规划（2025-2035）》提出"3+5+X"体系；广东规划八大新兴产业集群（含深海采矿、海洋低空经济）。</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="card ocean-gradient rounded-xl card-shadow mb-8 p-6 text-white">
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<h2 class="text-2xl font-bold mb-4 flex items-center">
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<i class="fas fa-lightbulb mr-3"></i>核心观点摘要
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</h2>
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<div class="bg-white bg-opacity-20 p-4 rounded-lg">
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<p class="text-lg">海洋经济新动能已从"政策主题"进入"技术-产业共振"阶段：<span class="font-bold">深海科技（材料/装备/数智化）是核心引擎，海上风电和远洋渔业为短期业绩抓手，区域政策（上海/广东/海南）提供订单催化</span>。未来3年将是技术国产化替代与商业化验证的关键窗口期。</p>
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</div>
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</div>
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<!-- 概念的核心逻辑与市场认知分析 -->
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<div class="card bg-white rounded-xl card-shadow mb-8 p-6">
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<h2 class="text-2xl font-bold text-cyan-800 mb-6 flex items-center">
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<i class="fas fa-brain mr-3 text-cyan-600"></i>概念的核心逻辑与市场认知分析
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-8">
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<!-- 核心驱动力 -->
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<div class="bg-cyan-50 p-5 rounded-lg">
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<h3 class="text-xl font-semibold text-cyan-700 mb-3">核心驱动力</h3>
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<div class="space-y-3">
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<div class="bg-white p-3 rounded-lg shadow-sm">
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<div class="font-bold text-cyan-800 flex items-center">
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<i class="fas fa-cogs mr-2"></i>技术端
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</div>
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<p class="text-gray-700 text-sm">深海装备国产化率从30%提升至50%（2024年数据），耐压材料（钛合金）、智能钻井平台（"深蓝探索"）等打破海外垄断。</p>
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</div>
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<div class="bg-white p-3 rounded-lg shadow-sm">
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<div class="font-bold text-cyan-800 flex items-center">
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<i class="fas fa-landmark mr-2"></i>政策端
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</div>
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<p class="text-gray-700 text-sm">2025年中央财政新增<span class="font-bold">200亿元专项债</span>支持海洋基建，广东/上海等地配套千亿级产业基金。</p>
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</div>
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<div class="bg-white p-3 rounded-lg shadow-sm">
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<div class="font-bold text-cyan-800 flex items-center">
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<i class="fas fa-gem mr-2"></i>资源端
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</div>
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<p class="text-gray-700 text-sm">南海油气探明率仅23.7%（陆地36.7%），深海稀土储量达陆地800倍，开发经济性随油价>40美元/桶而成立。</p>
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</div>
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</div>
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</div>
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<!-- 市场热度与情绪 -->
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<div class="bg-blue-50 p-5 rounded-lg">
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<h3 class="text-xl font-semibold text-blue-700 mb-3">市场热度与情绪</h3>
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<div class="space-y-4">
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<div class="bg-white p-4 rounded-lg shadow-sm">
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<div class="font-bold text-blue-800 mb-2">新闻热度</div>
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<div class="flex items-center">
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<div class="w-full bg-gray-200 rounded-full h-2.5 mr-3">
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<div class="bg-blue-600 h-2.5 rounded-full" style="width: 85%"></div>
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</div>
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<span class="text-sm font-bold text-blue-800">340%</span>
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</div>
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<p class="text-gray-700 text-sm mt-2">2025年6-7月"海洋经济"相关报道量同比激增，但机构持仓占比仅1.2%（2024Q4），处于低配状态。</p>
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</div>
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<div class="bg-white p-4 rounded-lg shadow-sm">
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<div class="font-bold text-blue-800 mb-2">情绪分歧</div>
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<div class="flex space-x-4">
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<div class="flex-1 bg-green-50 p-2 rounded">
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<div class="text-sm font-bold text-green-800">乐观派</div>
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<p class="text-xs text-gray-700">国信证券认为"十五五"期间海洋GDP占比将升至10%</p>
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</div>
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<div class="flex-1 bg-yellow-50 p-2 rounded">
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<div class="text-sm font-bold text-yellow-800">谨慎派</div>
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<p class="text-xs text-gray-700">天风策略指出深海科技99%依赖政府订单，民用场景尚未验证</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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<!-- 预期差 -->
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<div class="bg-indigo-50 p-5 rounded-lg">
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<h3 class="text-xl font-semibold text-indigo-700 mb-3">预期差</h3>
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<div class="space-y-4">
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<div class="bg-white p-4 rounded-lg shadow-sm">
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<div class="font-bold text-indigo-800 mb-2">被忽视的关键点</div>
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<p class="text-gray-700 text-sm">市场聚焦海上风电，但<span class="font-bold">海底数据中心（UDC）</span>可能成为黑马——微软Natick项目验证其PUE低至1.1（陆地平均1.8），海南"海底智算中心"已获腾讯/阿里试点订单。</p>
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</div>
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<div class="bg-white p-4 rounded-lg shadow-sm">
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<div class="font-bold text-indigo-800 mb-2">数据矛盾</div>
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<p class="text-gray-700 text-sm">研报称"深海装备市场规模3.25万亿"，但路演显示2024年实际订单仅<span class="font-bold">120亿元</span>（中天科技海缆在手订单），需警惕过度乐观。</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="card bg-white rounded-xl card-shadow mb-8 p-6">
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<h2 class="text-2xl font-bold text-cyan-800 mb-6 flex items-center">
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<i class="fas fa-rocket mr-3 text-cyan-600"></i>关键催化剂与未来发展路径
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
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<!-- 近期催化剂 -->
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<div>
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<h3 class="text-xl font-semibold text-cyan-700 mb-4">近期催化剂（3-6个月）</h3>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="bg-cyan-100 text-cyan-800 rounded-full w-8 h-8 flex items-center justify-center font-bold mr-3 flex-shrink-0">1</div>
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<div>
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<div class="font-bold text-cyan-800">政策落地</div>
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<p class="text-gray-700">8月工信部将发布《深海装备技术路线图2.0》，明确国产化替代时间表。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-cyan-100 text-cyan-800 rounded-full w-8 h-8 flex items-center justify-center font-bold mr-3 flex-shrink-0">2</div>
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<div>
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<div class="font-bold text-cyan-800">订单释放</div>
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<p class="text-gray-700">中海油2025年Q3招标<span class="font-bold">25GW深海风电项目</span>（江苏大丰/广东青州五期），海缆/塔筒环节弹性最大。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-cyan-100 text-cyan-800 rounded-full w-8 h-8 flex items-center justify-center font-bold mr-3 flex-shrink-0">3</div>
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<div>
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<div class="font-bold text-cyan-800">技术验证</div>
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<p class="text-gray-700">中国船舶"奋斗者"号2025年10月将开展南海可燃冰试采，若成功将打开千亿级新市场。</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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<!-- 长期路径 -->
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<div>
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<h3 class="text-xl font-semibold text-cyan-700 mb-4">长期路径（2025-2030）</h3>
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<div class="bg-gradient-to-r from-cyan-50 to-blue-50 p-5 rounded-lg">
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<div class="font-bold text-cyan-800 mb-3">"三步走"商业化路径</div>
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<div class="space-y-3">
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<div class="flex items-center">
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<div class="bg-cyan-500 text-white rounded-full w-6 h-6 flex items-center justify-center text-xs font-bold mr-3">1</div>
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<div>
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<div class="font-bold text-cyan-800">2025-2026：政策补贴期</div>
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<p class="text-gray-700 text-sm">海上风电+远洋渔业订单爆发</p>
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</div>
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</div>
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<div class="flex items-center">
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<div class="bg-cyan-500 text-white rounded-full w-6 h-6 flex items-center justify-center text-xs font-bold mr-3">2</div>
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<div>
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<div class="font-bold text-cyan-800">2027-2028：技术验证期</div>
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<p class="text-gray-700 text-sm">深海采矿、UDC规模化试点</p>
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</div>
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</div>
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<div class="flex items-center">
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<div class="bg-cyan-500 text-white rounded-full w-6 h-6 flex items-center justify-center text-xs font-bold mr-3">3</div>
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<div>
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<div class="font-bold text-cyan-800">2029-2030：盈利兑现期</div>
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<p class="text-gray-700 text-sm">海洋生物医药、可燃冰商业化</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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</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="card bg-white rounded-xl card-shadow mb-8 p-6">
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<h2 class="text-2xl font-bold text-cyan-800 mb-6 flex items-center">
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<i class="fas fa-project-diagram mr-3 text-cyan-600"></i>产业链与核心公司深度剖析
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
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<!-- 产业链图谱 -->
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<div>
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<h3 class="text-xl font-semibold text-cyan-700 mb-4">产业链图谱</h3>
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<div class="bg-gradient-to-br from-cyan-50 to-blue-50 p-5 rounded-lg">
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<div class="flex flex-col space-y-4">
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<div class="flex items-center">
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<div class="bg-cyan-600 text-white rounded-lg px-3 py-1 font-bold mr-3">上游</div>
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<div class="flex-1 bg-white rounded-lg px-3 py-2 text-sm">钛合金（宝钛股份）→ 传感器（康斯特）→ 海缆（东方电缆）</div>
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</div>
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<div class="flex items-center">
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<div class="bg-blue-600 text-white rounded-lg px-3 py-1 font-bold mr-3">中游</div>
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<div class="flex-1 bg-white rounded-lg px-3 py-2 text-sm">钻井平台（中国船舶）→ FPSO（中集集团）→ UDC（海兰信）</div>
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</div>
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<div class="flex items-center">
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<div class="bg-indigo-600 text-white rounded-lg px-3 py-1 font-bold mr-3">下游</div>
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<div class="flex-1 bg-white rounded-lg px-3 py-2 text-sm">海上风电（明阳智能）→ 远洋捕捞（中水渔业）→ 海洋医药（未上市）</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心玩家对比 -->
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<div>
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<h3 class="text-xl font-semibold text-cyan-700 mb-4">核心玩家对比</h3>
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<div class="table-container">
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<table class="min-w-full bg-white">
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<thead>
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<tr class="bg-cyan-50">
|
||
<th class="py-2 px-3 text-left text-xs font-medium text-cyan-800 uppercase tracking-wider">公司</th>
|
||
<th class="py-2 px-3 text-left text-xs font-medium text-cyan-800 uppercase tracking-wider">业务纯度</th>
|
||
<th class="py-2 px-3 text-left text-xs font-medium text-cyan-800 uppercase tracking-wider">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-2 px-3 text-sm font-medium text-gray-900">东方电缆</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">海缆龙头</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">铜价波动侵蚀毛利</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 text-sm font-medium text-gray-900">中国船舶</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">钻井平台</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">军工订单占比高，估值折价</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-3 text-sm font-medium text-gray-900">海兰信</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">UDC唯一标的</td>
|
||
<td class="py-2 px-3 text-sm text-gray-700">技术路线尚未标准化</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="mt-4 bg-yellow-50 p-3 rounded-lg border-l-4 border-yellow-500">
|
||
<div class="font-bold text-yellow-800">验证与证伪</div>
|
||
<p class="text-gray-700 text-sm">某研报称"深海机器人市场规模800亿"，但路演显示中国中车的深海机器人业务2024年收入仅2.3亿元（占比0.15%），需警惕概念炒作。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card bg-white rounded-xl card-shadow mb-8 p-6">
|
||
<h2 class="text-2xl font-bold text-cyan-800 mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3 text-cyan-600"></i>潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="space-y-4">
|
||
<div class="bg-red-50 p-4 rounded-lg border-l-4 border-red-500">
|
||
<div class="font-bold text-red-800 flex items-center">
|
||
<i class="fas fa-microscope mr-2"></i>技术风险
|
||
</div>
|
||
<p class="text-gray-700 text-sm">深海采矿的环保争议（国际海底管理局2025年或收紧开采许可）。</p>
|
||
</div>
|
||
|
||
<div class="bg-orange-50 p-4 rounded-lg border-l-4 border-orange-500">
|
||
<div class="font-bold text-orange-800 flex items-center">
|
||
<i class="fas fa-coins mr-2"></i>商业化风险
|
||
</div>
|
||
<p class="text-gray-700 text-sm">UDC的海底维护成本可能比陆地高30%（微软Natick项目未公开数据）。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="space-y-4">
|
||
<div class="bg-yellow-50 p-4 rounded-lg border-l-4 border-yellow-500">
|
||
<div class="font-bold text-yellow-800 flex items-center">
|
||
<i class="fas fa-file-contract mr-2"></i>政策风险
|
||
</div>
|
||
<p class="text-gray-700 text-sm">若2026年油价跌破40美元/桶，深海油气项目经济性将受冲击。</p>
|
||
</div>
|
||
|
||
<div class="bg-purple-50 p-4 rounded-lg border-l-4 border-purple-500">
|
||
<div class="font-bold text-purple-800 flex items-center">
|
||
<i class="fas fa-chart-line mr-2"></i>信息矛盾
|
||
</div>
|
||
<p class="text-gray-700 text-sm">广东规划2030年海洋GDP达3万亿（年均需15%增速），但2024年实际增速仅5.9%，目标实现难度高。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card ocean-gradient rounded-xl card-shadow mb-8 p-6 text-white">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-flag-checkered mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div>
|
||
<div class="bg-white bg-opacity-20 p-4 rounded-lg mb-4">
|
||
<div class="font-bold text-lg mb-2">阶段判断</div>
|
||
<p>处于"主题炒作→基本面验证"过渡期，短期看政策订单，长期看技术商业化。</p>
|
||
</div>
|
||
|
||
<div class="bg-white bg-opacity-20 p-4 rounded-lg">
|
||
<div class="font-bold text-lg mb-2">关键跟踪指标</div>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle mr-2 mt-1"></i>
|
||
<span>中海油Q3招标量（验证风电订单）</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle mr-2 mt-1"></i>
|
||
<span>钛合金进口替代率（验证材料突破）</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle mr-2 mt-1"></i>
|
||
<span>UDC单机柜租金（验证商业化可行性）</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<div class="bg-white bg-opacity-20 p-4 rounded-lg">
|
||
<div class="font-bold text-lg mb-2">最具价值方向</div>
|
||
<div class="space-y-3">
|
||
<div class="bg-white bg-opacity-30 p-3 rounded-lg">
|
||
<div class="font-bold">1. 海缆环节（东方电缆/中天科技）</div>
|
||
<p class="text-sm">2025年招标高峰+铜价下行双击</p>
|
||
</div>
|
||
|
||
<div class="bg-white bg-opacity-30 p-3 rounded-lg">
|
||
<div class="font-bold">2. UDC基础设施（海兰信）</div>
|
||
<p class="text-sm">0到1赛道，2026年或复制光伏2013年行情</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-4 bg-red-500 bg-opacity-70 p-3 rounded-lg">
|
||
<div class="font-bold">风险提示</div>
|
||
<p class="text-sm">若2025年Q3招标不及预期（<15GW），板块或面临30%回调。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="card bg-white rounded-xl card-shadow p-6">
|
||
<h2 class="text-2xl font-bold text-cyan-800 mb-6 flex items-center">
|
||
<i class="fas fa-chart-bar mr-3 text-cyan-600"></i>关联股票数据
|
||
</h2>
|
||
|
||
<div class="space-y-8">
|
||
<!-- 水产养殖 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-cyan-700 mb-4">水产养殖(250702)</h3>
|
||
<div class="table-container">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-cyan-50">
|
||
<tr>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-cyan-800 uppercase tracking-wider">股票</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-cyan-800 uppercase tracking-wider">行业</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-cyan-800 uppercase tracking-wider">分类</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-cyan-800 uppercase tracking-wider">理由</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">中水渔业</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">水产养殖</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">2024年水产产品营收A股第一</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">2024年水产产品营收49.33亿，公司年报数据</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">*ST佳沃</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">水产养殖</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">2024年水产产品营收A股第二</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">2024年水产产品营收34.18亿，公司年报数据</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">国联水产</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">水产养殖</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">2024年水产产品营收A股第三</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">2024年水产产品营收32.32亿，公司年报数据</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">开创国际</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">水产养殖</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">2024年水产产品营收A股第四</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">2024年水产产品营收23.16亿，公司年报数据</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">百洋股份</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">水产养殖</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">2024年水产产品营收A股第五</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">2024年水产产品营收16.99亿，公司年报数据</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">獐子岛</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">水产养殖</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">2024年水产产品营收A股第六</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">2024年水产产品营收15.17亿，公司年报数据</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">好当家</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">水产养殖</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">2024年水产产品营收A股第七</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">2024年水产产品营收8.31亿，公司年报数据</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">大湖股份</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">水产养殖</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">2024年水产产品营收A股第八</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">2024年水产产品营收5.39亿，公司年报数据</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">东方海洋</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">水产养殖</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">2024年水产产品营收A股第九</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">2024年水产产品营收2.344亿，公司年报数据</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">海南高速</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">水产养殖</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">三亚湾休闲海洋牧场</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">持有海南省海洋发展28.09%股权，业务涵盖海洋产业、海水养殖；三亚湾项目深海网箱养殖已投产，公司互动信息</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 海洋碳汇 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-cyan-700 mb-4">海洋碳汇(250702)</h3>
|
||
<div class="table-container">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-cyan-50">
|
||
<tr>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-cyan-800 uppercase tracking-wider">股票</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-cyan-800 uppercase tracking-wider">行业</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-cyan-800 uppercase tracking-wider">项目</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-cyan-800 uppercase tracking-wider">分类</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-cyan-800 uppercase tracking-wider">产业链</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-cyan-800 uppercase tracking-wider">理由</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">雪迪龙</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">环保/船舶监测</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">船舶碳排放在线计量监测系统</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">技术研发</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">碳监测</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">子公司中计碳汇联合招商轮船、招商检测共同研发船舶碳排放在线计量监测系统，属于机构调研信息。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">獐子岛</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">水产养殖/碳汇研究</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">海洋贝类养殖生态系统碳汇核算方法</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">会议参与</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">碳汇核算</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">2023年参与承办海洋贝类养殖生态系统碳汇核算方法论证会，积极探索海洋碳汇工作，属于公司互动信息。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">海兰信</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">海洋科技/大数据</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">海底智能计算中心</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">技术研发</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">海洋监测</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">海底智能计算中心可能为海底探测、海洋科研、气候监测等领域提供大数据计算和分析能力，属于公开资料。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">东方海洋</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">水产养殖/生态修复</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">海洋碳汇银行</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">生态养殖</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">碳汇交易</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">烟台推动"海洋碳汇银行"建设，东方海洋5万亩牧场实施多营养层次养殖，预计年固碳量可达2万吨，属于公开资料。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">凯美特气</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">环保/碳捕集</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">二氧化碳捕集与封存</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">技术研发</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">碳捕集</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">与湖南大学合作开展二氧化碳捕集、封存等工程技术研究，或适用于海洋固碳场景，属于公开资料。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">清新环境</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">环保/碳处理</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">碳捕集及利用技术</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">技术延伸</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">碳减排</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">具备碳捕集及利用相关技术，可延伸至船舶废气处理，属于公开资料。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">深水海纳</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">环保/智慧水务</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">零碳操作系统</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">数字化整合</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">碳中和</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">打造零碳操作系统，整合节能、减排、固碳、碳汇等碳中和措施，为客户提供绿色低碳解决方案，属于公司公告。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">国联水产</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">水产养殖/碳交易</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">渔业碳汇交易</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">碳交易</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">碳汇交易</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">2025年深圳首单渔业碳汇交易成交，公司位于湛江，每吨生蚝养殖可固碳约0.3吨，属于公开资料。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">岳阳林纸</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">林业/碳汇开发</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">森林碳汇、海洋碳汇、农田碳汇</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">方法学开发</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">碳汇研究</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">拥有林业资源和专业团队，致力于森林碳汇、海洋碳汇、农田碳汇等方法学开发合作，属于公司互动信息。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">招商股份</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">渔业/智慧海洋</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">渔业碳汇监测与评估方法体系</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">技术研发</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">碳监测</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">研发投入构建渔业碳汇监测与评估方法体系，巩固智慧海洋领先地位，属于公司公告。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">正和生态</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">生态修复/海洋碳汇</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">NbS实践</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">会议分享</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">生态碳汇</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">2022年1月受邀分享NbS（基于自然的解决方案）实践经验，属于公司公告。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">中信重工</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">重工/碳汇</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">海洋碳汇+生态碳汇</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">战略合作</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">碳汇开发</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">表示将与客户携手打造"海洋碳汇+生态碳汇"的双向特色发展路径，属于公开资料。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 添加一些简单的交互效果
|
||
document.addEventListener('DOMContentLoaded', function() {
|
||
// 为所有卡片添加悬停效果
|
||
const cards = document.querySelectorAll('.card');
|
||
cards.forEach(card => {
|
||
card.addEventListener('mouseenter', function() {
|
||
this.style.transform = 'translateY(-5px)';
|
||
this.style.transition = 'transform 0.3s ease';
|
||
});
|
||
|
||
card.addEventListener('mouseleave', function() {
|
||
this.style.transform = 'translateY(0)';
|
||
});
|
||
});
|
||
|
||
// 为表格行添加悬停效果
|
||
const tableRows = document.querySelectorAll('tbody tr');
|
||
tableRows.forEach(row => {
|
||
row.addEventListener('mouseenter', function() {
|
||
this.style.backgroundColor = '#f0f9ff';
|
||
});
|
||
|
||
row.addEventListener('mouseleave', function() {
|
||
this.style.backgroundColor = '';
|
||
});
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |