537 lines
28 KiB
HTML
537 lines
28 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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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>缅甸地震概念分析报告</title>
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</style>
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</head>
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<body class="bg-gray-50">
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- 标题区域 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 gradient-text">缅甸地震概念分析报告</h1>
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<p class="text-gray-600 text-lg max-w-3xl mx-auto">缅甸7.9级地震引发全球有色金属供给冲击，稀土/锡/锑进入基本面短缺驱动阶段</p>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
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<i class="fas fa-clock text-blue-500 mr-3"></i>事件时间轴
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</h2>
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<div class="space-y-4">
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<div class="timeline-item">
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<div class="bg-blue-50 rounded-lg p-4">
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<h3 class="font-semibold text-blue-700">2025-03-28 14:20</h3>
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<p class="text-gray-700">缅甸（北纬21.85°，东经95.95°）发生<strong class="text-red-500">7.9级地震</strong>，震源深度30公里，为全球当年最大地震。</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="bg-blue-50 rounded-lg p-4">
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<h3 class="font-semibold text-blue-700">2025-03-29</h3>
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<p class="text-gray-700">中国救援队82人携20吨物资抵缅，外交部承诺"胞波情谊"援助。</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="bg-blue-50 rounded-lg p-4">
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<h3 class="font-semibold text-blue-700">2025-03-30</h3>
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<p class="text-gray-700">缅甸佤邦原计划4月1日召开锡矿复产会议，地震或推迟复产<strong class="text-red-500">1-2个月</strong>（路演359345）。</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="bg-blue-50 rounded-lg p-4">
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<h3 class="font-semibold text-blue-700">2025-03-31</h3>
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<p class="text-gray-700">地震波及云南瑞丽1705人受灾，陇川口岸运输受阻（新闻）。</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="bg-blue-50 rounded-lg p-4">
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<h3 class="font-semibold text-blue-700">2025-04-03</h3>
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<p class="text-gray-700">缅甸官方通报<strong class="text-red-500">3145人死亡</strong>，实皆省、曼德勒省矿区基础设施损毁严重。</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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<!-- 核心观点摘要 -->
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<div class="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
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<i class="fas fa-lightbulb text-yellow-500 mr-3"></i>核心观点摘要
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</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-50 to-indigo-50 rounded-lg p-5">
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<h3 class="font-bold text-lg mb-3 text-blue-700">阶段判断</h3>
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<p class="text-gray-700">缅甸地震已从<strong class="text-blue-600">突发事件</strong>演变为<strong class="text-blue-600">有色金属供给端硬约束</strong>，稀土/锡/锑进入<strong class="text-blue-600">基本面短缺驱动阶段</strong>。</p>
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</div>
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<div class="bg-gradient-to-br from-purple-50 to-pink-50 rounded-lg p-5">
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<h3 class="font-bold text-lg mb-3 text-purple-700">核心驱动力</h3>
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<p class="text-gray-700">地震+地缘冲突导致缅甸三大金属<strong class="text-purple-600">复产进度系统性延后</strong>，全球库存极低（锡隐性库存耗尽，稀土氧化物库存不足1个月）。</p>
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</div>
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<div class="bg-gradient-to-br from-green-50 to-teal-50 rounded-lg p-5">
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<h3 class="font-bold text-lg mb-3 text-green-700">未来潜力</h3>
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<p class="text-gray-700">若缅甸雨季（5-9月）再叠加政局动荡，<strong class="text-green-600">2025年全球锡/锑缺口或扩大至3万吨/0.5万吨</strong>，价格中枢抬升<strong class="text-green-600">20%-30%</strong>。</p>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知 -->
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<div class="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
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<i class="fas fa-chart-line text-green-500 mr-3"></i>核心逻辑与市场认知分析
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
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<div>
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<h3 class="text-xl font-bold mb-4 text-gray-700 border-b-2 border-blue-200 pb-2">供给刚性缺口</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-circle text-xs text-blue-500 mt-2 mr-2"></i>
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<div>
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<strong class="text-gray-800">锡</strong>：缅甸佤邦占中国进口50%，地震推迟复产+印尼天马出口配额缩减30%，全球供给增速仅<strong class="text-red-500">1.2万吨/年</strong>（路演359433）。
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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-circle text-xs text-blue-500 mt-2 mr-2"></i>
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<div>
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<strong class="text-gray-800">稀土</strong>：缅甸离子型稀土占中国进口<strong class="text-red-500">57%</strong>，地震阻断陇川口岸运输，叠加雨季塌方风险，<strong class="text-red-500">2025年进口量或从3.4万吨降至2万吨</strong>（路演359433）。
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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-circle text-xs text-blue-500 mt-2 mr-2"></i>
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<div>
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<strong class="text-gray-800">锑</strong>：缅甸锑矿品位高（5%），地震导致掸邦矿区坍塌，全球占比4.5%的供应消失，<strong class="text-red-500">国内锑价已突破26万元/吨</strong>（路演20250403）。
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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-xl font-bold mb-4 text-gray-700 border-b-2 border-purple-200 pb-2">需求爆发</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-circle text-xs text-purple-500 mt-2 mr-2"></i>
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<div>
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<strong class="text-gray-800">光伏</strong>：2025年全球新增装机<strong class="text-green-500">300GW</strong>（同比+50%），锡焊料需求+3000吨。
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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-circle text-xs text-purple-500 mt-2 mr-2"></i>
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<div>
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<strong class="text-gray-800">AI半导体</strong>：存储芯片复苏拉动锡需求，台积电3nm产能利用率回升至80%。
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</div>
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</li>
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</ul>
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<h3 class="text-xl font-bold mb-4 mt-6 text-gray-700 border-b-2 border-yellow-200 pb-2">市场热度与情绪</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-circle text-xs text-yellow-500 mt-2 mr-2"></i>
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<div>
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<strong class="text-gray-800">研报密集度</strong>：3月28日-4月3日，<strong class="text-yellow-600">7篇路演</strong>（方正、天风、海通）聚焦地震影响，提及标的<strong class="text-yellow-600">锡业股份/华锡有色/北方稀土</strong>。
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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-circle text-xs text-yellow-500 mt-2 mr-2"></i>
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<div>
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<strong class="text-gray-800">情绪指标</strong>：LME锡价<strong class="text-yellow-600">3天涨12%</strong>至3.6万美元/吨，沪锡主力<strong class="text-yellow-600">突破28万元/吨</strong>（20250403路演）。
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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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</div>
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<!-- 产业链与核心公司 -->
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<div class="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
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<i class="fas fa-sitemap text-indigo-500 mr-3"></i>产业链与核心公司深度剖析
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</h2>
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<div class="mb-6">
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<h3 class="text-xl font-bold mb-3 text-gray-700">产业链图谱</h3>
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<div class="bg-gradient-to-r from-blue-50 to-purple-50 rounded-lg p-4 text-center">
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<p class="text-lg font-medium">上游：缅甸矿山（锡/锑/稀土） → 中游：中国冶炼分离（锡业股份/北方稀土） → 下游：光伏焊带（宇邦新材）/半导体封装（长电科技）</p>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-bold mb-3 text-gray-700">核心玩家对比</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-white border border-gray-200 rounded-lg">
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<thead>
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<tr class="bg-gray-100">
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<th class="py-3 px-4 text-left font-semibold text-gray-700 border-b">公司</th>
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<th class="py-3 px-4 text-left font-semibold text-gray-700 border-b">业务关联</th>
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<th class="py-3 px-4 text-left font-semibold text-gray-700 border-b">竞争优势</th>
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<th class="py-3 px-4 text-left font-semibold text-gray-700 border-b">风险点</th>
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</tr>
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</thead>
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<tbody>
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<tr class="hover:bg-gray-50">
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<td class="py-3 px-4 border-b font-medium text-blue-600">锡业股份</td>
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<td class="py-3 px-4 border-b">全球锡龙头，缅甸矿占比30%</td>
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<td class="py-3 px-4 border-b">自有矿山+冶炼一体化，加工费低位锁定</td>
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<td class="py-3 px-4 border-b">缅甸复产超预期，库存回升</td>
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</tr>
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<tr class="hover:bg-gray-50">
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<td class="py-3 px-4 border-b font-medium text-blue-600">华锡有色</td>
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<td class="py-3 px-4 border-b">锡+锑双资源，缅甸锑矿供应</td>
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<td class="py-3 px-4 border-b">锑价弹性大（每涨1万元→利润+2亿）</td>
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<td class="py-3 px-4 border-b">锑需求替代（无锑阻燃剂）</td>
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</tr>
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<tr class="hover:bg-gray-50">
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<td class="py-3 px-4 border-b font-medium text-blue-600">北方稀土</td>
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<td class="py-3 px-4 border-b">轻稀土龙头，缅甸中重稀土</td>
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<td class="py-3 px-4 border-b">配额制壁垒，氧化镨钕成本<strong class="text-red-500">33万/吨</strong></td>
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<td class="py-3 px-4 border-b">海外矿（Lynas）扩产冲击</td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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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="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
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<i class="fas fa-rocket text-red-500 mr-3"></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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<div>
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<h3 class="text-xl font-bold mb-4 text-gray-700 border-b-2 border-red-200 pb-2">近期催化剂（3-6个月）</h3>
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<ol class="space-y-3 list-decimal pl-5">
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<li class="text-gray-700">
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<strong class="text-red-600">缅甸雨季（5月启动）</strong>：若道路未修复，运输中断或持续至9月。
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</li>
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<li class="text-gray-700">
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<strong class="text-red-600">佤邦复产会议</strong>：4月1日会议若宣布<strong class="text-red-600">推迟至Q3</strong>，锡价将冲击30万元/吨。
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</li>
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<li class="text-gray-700">
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<strong class="text-red-600">中国稀土第二批配额</strong>：若缅甸进口持续低迷，<strong class="text-red-600">中重稀土指标或上调10%</strong>（20250403路演）。
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</li>
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</ol>
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</div>
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<div>
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<h3 class="text-xl font-bold mb-4 text-gray-700 border-b-2 border-green-200 pb-2">长期路径（2025-2026）</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<span class="bg-green-100 text-green-800 rounded-full w-6 h-6 flex items-center justify-center text-sm font-bold mr-2">1</span>
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<div>
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<strong class="text-gray-800">阶段1（Q2-Q3）</strong>：短缺兑现，锡/锑/稀土价格分别上探<strong class="text-green-600">30万/35万/300万元/吨</strong>。
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</div>
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</li>
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<li class="flex items-start">
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<span class="bg-green-100 text-green-800 rounded-full w-6 h-6 flex items-center justify-center text-sm font-bold mr-2">2</span>
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<div>
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<strong class="text-gray-800">阶段2（Q4）</strong>：若缅甸政局稳定+雨季结束，供给部分恢复，价格高位震荡。
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</div>
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</li>
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<li class="flex items-start">
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<span class="bg-green-100 text-green-800 rounded-full w-6 h-6 flex items-center justify-center text-sm font-bold mr-2">3</span>
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<div>
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<strong class="text-gray-800">阶段3（2026）</strong>：替代供应（非洲锡矿、美国稀土）投产，缺口收窄。
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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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</div>
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<!-- 潜在风险与挑战 -->
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<div class="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
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<i class="fas fa-exclamation-triangle text-orange-500 mr-3"></i>潜在风险与挑战
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-orange-50 rounded-lg p-5">
|
||
<h3 class="font-bold text-lg mb-3 text-orange-700">技术风险</h3>
|
||
<p class="text-gray-700">无（资源开采技术成熟）。</p>
|
||
</div>
|
||
<div class="bg-orange-50 rounded-lg p-5">
|
||
<h3 class="font-bold text-lg mb-3 text-orange-700">商业化风险</h3>
|
||
<p class="text-gray-700">
|
||
<strong class="text-orange-600">需求替代</strong>：光伏焊带若转向银包铜技术，锡需求或下降10%。
|
||
</p>
|
||
</div>
|
||
<div class="bg-orange-50 rounded-lg p-5">
|
||
<h3 class="font-bold text-lg mb-3 text-orange-700">政策风险</h3>
|
||
<p class="text-gray-700">
|
||
<strong class="text-orange-600">缅甸加征资源税</strong>：佤邦拟将锡矿税率从25%提至30%（2023年德邦路演），地震后或加速落地。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
<div class="mt-6 bg-yellow-50 rounded-lg p-5">
|
||
<h3 class="font-bold text-lg mb-3 text-yellow-700">信息矛盾</h3>
|
||
<p class="text-gray-700">
|
||
<strong class="text-yellow-600">复产时间</strong>：佤邦政府称4月复产，但地震+雨季或推迟至<strong class="text-red-500">6月后</strong>（路演359433 vs 359345）。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="bg-gradient-to-r from-blue-600 to-indigo-700 rounded-xl shadow-lg p-6 mb-8 text-white">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-trophy text-yellow-300 mr-3"></i>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-xl font-bold mb-4 text-yellow-200">阶段判断</h3>
|
||
<p class="mb-4">缅甸地震已从<strong class="text-yellow-300">情绪炒作</strong>进入<strong class="text-yellow-300">基本面短缺验证阶段</strong>，价格驱动由事件转向<strong class="text-yellow-300">库存去化+需求爆发</strong>。</p>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-4 text-yellow-200">投资方向</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-green-300 mt-1 mr-2"></i>
|
||
<div>
|
||
<strong class="text-yellow-300">最确定</strong>：<strong class="text-green-300">锡业股份</strong>（锡价每涨1万元→利润+5亿，PE仅12倍）。
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-green-300 mt-1 mr-2"></i>
|
||
<div>
|
||
<strong class="text-yellow-300">高弹性</strong>：<strong class="text-green-300">华锡有色</strong>（锑价上涨+锡资源注入预期）。
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="mt-6 bg-blue-800 bg-opacity-50 rounded-lg p-4">
|
||
<h3 class="text-xl font-bold mb-3 text-yellow-200">跟踪指标</h3>
|
||
<ol class="space-y-2 list-decimal pl-5">
|
||
<li><strong class="text-yellow-300">缅甸佤邦复产会议</strong>（4月1日）是否宣布<strong class="text-yellow-300">Q3前无法复产</strong>。</li>
|
||
<li><strong class="text-yellow-300">中国锡矿进口量</strong>：若4-5月持续低于<strong class="text-yellow-300">5000吨/月</strong>，缺口将硬约束价格。</li>
|
||
<li><strong class="text-yellow-300">LME锡库存</strong>：当前<strong class="text-yellow-300">2000吨</strong>（历史低位），若跌破1000吨将触发逼仓。</li>
|
||
</ol>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<div class="bg-white rounded-xl shadow-lg p-6 card-hover">
|
||
<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
|
||
<i class="fas fa-table text-purple-500 mr-3"></i>关联股票
|
||
</h2>
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
|
||
<thead>
|
||
<tr class="bg-gray-100">
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700 border-b">股票名称</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700 border-b">项目/行业</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700 border-b">产业链/市场</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700 border-b">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium text-blue-600">云南城投</td>
|
||
<td class="py-3 px-4 border-b">中石油中缅管道</td>
|
||
<td class="py-3 px-4 border-b">天然气公司</td>
|
||
<td class="py-3 px-4 border-b">气源主要来自中石油中缅管道</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium text-blue-600">金洲管道</td>
|
||
<td class="py-3 px-4 border-b">中缅油气管道工程</td>
|
||
<td class="py-3 px-4 border-b">管道产品</td>
|
||
<td class="py-3 px-4 border-b">产品参与中缅油气管道工程</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium text-blue-600">震安科技</td>
|
||
<td class="py-3 px-4 border-b">建筑隔震</td>
|
||
<td class="py-3 px-4 border-b">国内领先</td>
|
||
<td class="py-3 px-4 border-b">建筑隔震整体解决方案供应商，房屋建筑隔震市场龙头</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium text-blue-600">金杯电工</td>
|
||
<td class="py-3 px-4 border-b">印尼雅万高铁、中缅铁路</td>
|
||
<td class="py-3 px-4 border-b">产品间接应用</td>
|
||
<td class="py-3 px-4 border-b">产品间接应用于印尼雅万高铁及中缅铁路项目</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium text-blue-600">石化机械</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">国内重要管道建设商</td>
|
||
<td class="py-3 px-4 border-b">参与国内所有重要管道建设，包括中缅输油输气管线</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium text-blue-600">贵州燃气</td>
|
||
<td class="py-3 px-4 border-b">中缅天然气管道</td>
|
||
<td class="py-3 px-4 border-b">管道气资源</td>
|
||
<td class="py-3 px-4 border-b">获得管道气资源中缅线</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium text-blue-600">中油工程</td>
|
||
<td class="py-3 px-4 border-b">中缅天然气管道工程（缅甸段）</td>
|
||
<td class="py-3 px-4 border-b">中国建设工程鲁班奖</td>
|
||
<td class="py-3 px-4 border-b">承建中缅天然气管道工程（缅甸段）并获鲁班奖</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium text-blue-600">中国海诚</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">国际工程</td>
|
||
<td class="py-3 px-4 border-b">在缅甸等国家承接过工程项目</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium text-blue-600">上海港湾</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">一带一路</td>
|
||
<td class="py-3 px-4 border-b">在缅甸等多国形成工程业绩</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium text-blue-600">设计总院</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">国际项目</td>
|
||
<td class="py-3 px-4 border-b">参与过印度尼西亚、缅甸等国项目</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium text-blue-600">中粮科工</td>
|
||
<td class="py-3 px-4 border-b">农粮食品及冷链物流</td>
|
||
<td class="py-3 px-4 border-b">东盟国家</td>
|
||
<td class="py-3 px-4 border-b">业务涉及缅甸等部分东盟国家</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium text-blue-600">北方国际</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">国际项目</td>
|
||
<td class="py-3 px-4 border-b">在缅甸曾有项目</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium text-blue-600">北方稀土</td>
|
||
<td class="py-3 px-4 border-b">稀土</td>
|
||
<td class="py-3 px-4 border-b">中国稀土等</td>
|
||
<td class="py-3 px-4 border-b">涉及稀土产业链相关企业</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium text-blue-600">锡业股份</td>
|
||
<td class="py-3 px-4 border-b">锡</td>
|
||
<td class="py-3 px-4 border-b">兴业银锡、华锡有色等</td>
|
||
<td class="py-3 px-4 border-b">涉及锡产业链相关企业</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium text-blue-600">华钰矿业</td>
|
||
<td class="py-3 px-4 border-b">锑</td>
|
||
<td class="py-3 px-4 border-b">湖南黄金、华锡有色等</td>
|
||
<td class="py-3 px-4 border-b">涉及锑产业链相关企业</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium text-blue-600">中钨高新</td>
|
||
<td class="py-3 px-4 border-b">钨</td>
|
||
<td class="py-3 px-4 border-b">厦门钨业、章源钨业等</td>
|
||
<td class="py-3 px-4 border-b">涉及钨产业链相关企业</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium text-blue-600">莱绅通灵</td>
|
||
<td class="py-3 px-4 border-b">翡翠</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">涉及翡翠相关业务</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium text-blue-600">奥美医疗</td>
|
||
<td class="py-3 px-4 border-b">医疗</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">涉及医疗相关业务</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium text-blue-600">青霉素</td>
|
||
<td class="py-3 px-4 border-b">医药</td>
|
||
<td class="py-3 px-4 border-b">科伦药业、川宁生物等</td>
|
||
<td class="py-3 px-4 border-b">涉及医药产业链相关企业</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium text-blue-600">浙江永强</td>
|
||
<td class="py-3 px-4 border-b">户外露营</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">涉及户外露营相关业务</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 页脚 -->
|
||
<div class="mt-12 text-center text-gray-500 text-sm">
|
||
<p>© 2025 缅甸地震概念分析报告 | 数据来源：路演、新闻、行业研究</p>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 添加页面加载动画
|
||
document.addEventListener('DOMContentLoaded', function() {
|
||
const cards = document.querySelectorAll('.card-hover');
|
||
cards.forEach((card, index) => {
|
||
setTimeout(() => {
|
||
card.style.opacity = '0';
|
||
card.style.transform = 'translateY(20px)';
|
||
card.style.transition = 'opacity 0.5s ease, transform 0.5s ease';
|
||
|
||
setTimeout(() => {
|
||
card.style.opacity = '1';
|
||
card.style.transform = 'translateY(0)';
|
||
}, 100);
|
||
}, index * 100);
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |