656 lines
31 KiB
HTML
656 lines
31 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>节水产业240423 - 概念洞察报告</title>
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
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<!-- Font Awesome Icons -->
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- Tailwind CSS -->
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<!-- DaisyUI -->
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/themes.css" rel="stylesheet" type="text/css" />
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<style>
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/* 自定义样式 */
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.water-bg {
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background: linear-gradient(135deg, #e0f2fe 0%, #bae6fd 50%, #7dd3fc 100%);
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position: relative;
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overflow: hidden;
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}
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.water-bg::before {
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content: '';
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position: absolute;
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top: 0;
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left: 0;
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right: 0;
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bottom: 0;
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background: url("data:image/svg+xml,%3Csvg width='60' height='60' viewBox='0 0 60 60' xmlns='http://www.w3.org/2000/svg'%3E%3Cg fill='none' fill-rule='evenodd'%3E%3Cg fill='%23ffffff' fill-opacity='0.1'%3E%3Cpath d='M36 34v-4h-2v4h-4v2h4v4h2v-4h4v-2h-4zm0-30V0h-2v4h-4v2h4v4h2V6h4V4h-4zM6 34v-4H4v4H0v2h4v4h2v-4h4v-2H6zM6 4V0H4v4H0v2h4v4h2V6h4V4H6z'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E");
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opacity: 0.3;
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}
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.card-shadow {
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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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}
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.highlight-text {
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background: linear-gradient(120deg, #3b82f6 0%, #06b6d4 100%);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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}
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.timeline-dot {
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width: 12px;
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height: 12px;
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border-radius: 50%;
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background-color: #3b82f6;
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position: absolute;
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left: -6px;
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top: 6px;
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}
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.timeline-line {
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position: absolute;
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left: 0;
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top: 0;
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bottom: 0;
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width: 2px;
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background-color: #e5e7eb;
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}
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.timeline-item {
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position: relative;
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padding-left: 24px;
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margin-bottom: 24px;
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}
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.industry-tag {
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background-color: rgba(59, 130, 246, 0.1);
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color: #3b82f6;
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}
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.table-container {
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overflow-x: auto;
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}
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@media (max-width: 768px) {
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.card-shadow {
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box-shadow: 0 4px 6px -1px rgba(0, 0, 0, 0.1), 0 2px 4px -1px rgba(0, 0, 0, 0.06);
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}
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}
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</style>
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</head>
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<body class="water-bg min-h-screen">
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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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 mb-4">
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节水产业 <span class="highlight-text">240423</span>
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</h1>
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<p class="text-lg md:text-xl text-gray-600 max-w-3xl mx-auto">
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从政策驱动到商业化落地，万亿级节水产业的黄金窗口期
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</p>
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</div>
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<!-- 概念事件 -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-calendar-alt text-blue-500 mr-3"></i>
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概念事件
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</h2>
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<div class="grid md:grid-cols-3 gap-6">
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<!-- 政策催化 -->
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<div class="bg-blue-50 rounded-lg p-5">
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<h3 class="text-lg font-semibold text-blue-800 mb-3 flex items-center">
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<i class="fas fa-landmark text-blue-600 mr-2"></i>
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政策催化
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</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<span class="text-blue-500 mr-2">•</span>
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<div>
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<span class="font-medium">2024年8月28日</span>：水利部视频调度节水产业，明确聚焦三大领域
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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="text-blue-500 mr-2">•</span>
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<div>
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<span class="font-medium">2025年7月4日</span>：构建15项制度政策体系
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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="text-blue-500 mr-2">•</span>
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<div>
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<span class="font-medium">2025年5月29日</span>：鼓励社会资本参与
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</div>
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</li>
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</ul>
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</div>
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<!-- 产业目标 -->
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<div class="bg-green-50 rounded-lg p-5">
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<h3 class="text-lg font-semibold text-green-800 mb-3 flex items-center">
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<i class="fas fa-bullseye text-green-600 mr-2"></i>
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产业目标
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</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<span class="text-green-500 mr-2">•</span>
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<div>
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<span class="font-medium">2027年</span>：节水产业规模达<span class="text-green-700 font-bold">万亿级</span>
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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="text-green-500 mr-2">•</span>
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<div>
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<span class="font-medium">2035年</span>：建成高标准农田<span class="text-green-700 font-bold">13.5亿亩</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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<!-- 技术突破 -->
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<div class="bg-purple-50 rounded-lg p-5">
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<h3 class="text-lg font-semibold text-purple-800 mb-3 flex items-center">
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<i class="fas fa-microscope text-purple-600 mr-2"></i>
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技术突破
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</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<span class="text-purple-500 mr-2">•</span>
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<div>
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<span class="font-medium">2025年3月</span>：工业节水工艺/技术/装备征集
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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="text-purple-500 mr-2">•</span>
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<div>
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重点覆盖<span class="text-purple-700 font-bold">黄河流域、京津冀</span>等缺水地区
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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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<!-- 核心观点摘要 -->
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<div class="bg-gradient-to-r from-blue-600 to-cyan-600 rounded-xl card-shadow p-6 mb-8 text-white">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-lightbulb mr-3"></i>
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核心观点摘要
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</h2>
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<div class="grid md:grid-cols-3 gap-6">
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<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-lg p-5">
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<h3 class="text-lg font-semibold mb-3">阶段判断</h3>
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<p>节水产业已从政策驱动进入<span class="font-bold">商业化落地阶段</span>，2025-2027年为订单爆发期</p>
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</div>
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<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-lg p-5">
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<h3 class="text-lg font-semibold mb-3">核心驱动力</h3>
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<p>中央资金 + 水价改革 + 技术替代（国产智能闸门替代进口）</p>
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</div>
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<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-lg p-5">
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<h3 class="text-lg font-semibold mb-3">未来潜力</h3>
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<p>2025年水利投资或超<span class="font-bold">1.5万亿</span>，节水设备/运营服务占比将提升至<span class="font-bold">30%+</span></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分析 -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-brain text-blue-500 mr-3"></i>
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核心逻辑与市场认知分析
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</h2>
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<div class="grid md:grid-cols-2 gap-8">
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<!-- 核心驱动力 -->
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<div>
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<h3 class="text-xl font-semibold text-gray-700 mb-4">核心驱动力</h3>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="bg-blue-100 rounded-full p-2 mr-3">
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<i class="fas fa-coins text-blue-600"></i>
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</div>
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<div>
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<h4 class="font-medium text-gray-800">政策刚性</h4>
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<p class="text-gray-600 text-sm">中央资金占比超70%，2025年特别国债中水利占比70%（8000亿"两重"项目）</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-green-100 rounded-full p-2 mr-3">
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<i class="fas fa-cogs text-green-600"></i>
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</div>
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<div>
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<h4 class="font-medium text-gray-800">技术替代</h4>
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<p class="text-gray-600 text-sm">国产智能闸门替代进口，节水率83%+节电率90%</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-purple-100 rounded-full p-2 mr-3">
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<i class="fas fa-handshake text-purple-600"></i>
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</div>
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<div>
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<h4 class="font-medium text-gray-800">商业模式创新</h4>
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<p class="text-gray-600 text-sm">EPCO（设计-建设-运营一体化）成为主流，运营收入占比目标33%</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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<!-- 市场热度与预期差 -->
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<div>
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<h3 class="text-xl font-semibold text-gray-700 mb-4">市场热度与预期差</h3>
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<div class="space-y-4">
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<div class="bg-yellow-50 border-l-4 border-yellow-400 p-4 rounded">
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<h4 class="font-medium text-gray-800 mb-1">市场热度</h4>
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<p class="text-gray-600 text-sm">新闻密度：月均2-3条政策 | 研报覆盖：大禹节水2024年路演5次</p>
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</div>
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<div class="bg-red-50 border-l-4 border-red-400 p-4 rounded">
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<h4 class="font-medium text-gray-800 mb-1">预期差</h4>
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<p class="text-gray-600 text-sm">市场认知：节水="农田滴灌"（低毛利）</p>
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<p class="text-gray-600 text-sm font-medium">实际进展：大禹节水设计+信息化订单占比50%，毛利率30-35%</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="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-rocket text-blue-500 mr-3"></i>
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关键催化剂与未来发展路径
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</h2>
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<div class="grid 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-gray-700 mb-4">近期催化剂（3-6个月）</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="timeline-item">
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<div class="timeline-dot"></div>
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<div class="bg-blue-50 rounded-lg p-4">
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<h4 class="font-medium text-blue-800">2025年Q4</h4>
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<p class="text-gray-600 text-sm">8000亿"两重"项目资金落地（大禹节水已跟踪700亿项目）</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="timeline-dot"></div>
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<div class="bg-blue-50 rounded-lg p-4">
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<h4 class="font-medium text-blue-800">2025年10月</h4>
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<p class="text-gray-600 text-sm">第四届中国节水论坛（政策细则+订单签约）</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="timeline-dot"></div>
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<div class="bg-blue-50 rounded-lg p-4">
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<h4 class="font-medium text-blue-800">2025年12月</h4>
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<p class="text-gray-600 text-sm">农业水价改革试点扩容（云南元谋模式复制）</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-gray-700 mb-4">长期路径</h3>
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<div class="space-y-4">
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<div class="bg-gradient-to-r from-green-50 to-blue-50 rounded-lg p-5">
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<h4 class="font-medium text-gray-800 mb-2">2025-2027年</h4>
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<p>从"工程建设"转向"运营服务"（水管家模式），运营收入占比目标<span class="font-bold text-green-700">50%</span></p>
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</div>
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<div class="bg-gradient-to-r from-purple-50 to-pink-50 rounded-lg p-5">
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<h4 class="font-medium text-gray-800 mb-2">技术里程碑</h4>
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<p>数字孪生灌区（大禹节水已入选水利部13个试点中的<span class="font-bold text-purple-700">2个</span>）</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 产业链与核心公司深度剖析 -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-sitemap text-blue-500 mr-3"></i>
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产业链与核心公司深度剖析
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</h2>
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<!-- 产业链图谱 -->
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<div class="mb-8">
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<h3 class="text-xl font-semibold text-gray-700 mb-4">产业链图谱</h3>
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<div class="bg-gray-50 rounded-lg p-6 text-center">
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<div class="flex flex-col md:flex-row items-center justify-center space-y-4 md:space-y-0 md:space-x-8">
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<div class="bg-blue-100 rounded-lg px-6 py-3">
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<span class="font-medium text-blue-800">上游：节水材料</span>
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<p class="text-sm text-gray-600">滴灌带、阀门</p>
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</div>
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<i class="fas fa-arrow-right text-gray-400"></i>
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<div class="bg-green-100 rounded-lg px-6 py-3">
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<span class="font-medium text-green-800">中游：节水设备</span>
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<p class="text-sm text-gray-600">智能闸门、水表</p>
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</div>
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<i class="fas fa-arrow-right text-gray-400"></i>
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<div class="bg-purple-100 rounded-lg px-6 py-3">
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<span class="font-medium text-purple-800">下游：工程/运营</span>
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<p class="text-sm text-gray-600">EPCO、特许经营</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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<!-- 核心玩家对比 -->
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<div>
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<h3 class="text-xl font-semibold text-gray-700 mb-4">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">
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<thead>
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<tr class="bg-gray-50">
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<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
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<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">定位</th>
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<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">优势</th>
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<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险</th>
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</tr>
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</thead>
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<tbody class="divide-y divide-gray-200">
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<tr>
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<td class="py-3 px-4 font-medium text-gray-900">大禹节水</td>
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<td class="py-3 px-4 text-gray-600">全产业链龙头</td>
|
||
<td class="py-3 px-4 text-gray-600">设计甲级资质+信息化（慧图科技）</td>
|
||
<td class="py-3 px-4 text-gray-600">应收账款周期长（25亿）</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-900">双良节能</td>
|
||
<td class="py-3 px-4 text-gray-600">工业节水设备</td>
|
||
<td class="py-3 px-4 text-gray-600">溴冷机市占率前三，年节水30亿吨</td>
|
||
<td class="py-3 px-4 text-gray-600">光伏业务拖累现金流</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">润农节水</td>
|
||
<td class="py-3 px-4 text-gray-600">灌溉设备第一梯队</td>
|
||
<td class="py-3 px-4 text-gray-600">实控人变更为湖北国资委（资源加持）</td>
|
||
<td class="py-3 px-4 text-gray-600">订单规模较小（<10亿）</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-900">威派格</td>
|
||
<td class="py-3 px-4 text-gray-600">智慧水务</td>
|
||
<td class="py-3 px-4 text-gray-600">工业互联网平台，漏损管控</td>
|
||
<td class="py-3 px-4 text-gray-600">依赖政府招标，竞争激烈</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 验证与证伪 -->
|
||
<div class="mt-8 grid md:grid-cols-2 gap-6">
|
||
<div class="bg-green-50 rounded-lg p-5">
|
||
<h4 class="font-medium text-green-800 mb-3 flex items-center">
|
||
<i class="fas fa-check-circle text-green-600 mr-2"></i>
|
||
数据印证
|
||
</h4>
|
||
<p class="text-gray-600 text-sm">大禹节水2024年订单53亿（同比+30%），其中运营类占比50%（路演数据）</p>
|
||
</div>
|
||
|
||
<div class="bg-red-50 rounded-lg p-5">
|
||
<h4 class="font-medium text-red-800 mb-3 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-red-600 mr-2"></i>
|
||
矛盾点
|
||
</h4>
|
||
<p class="text-gray-600 text-sm">研报称"节水产业万亿规模"，但润农节水2024年订单仅5亿（规模差距大）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="bg-white rounded-xl card-shadow p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-shield-alt text-blue-500 mr-3"></i>
|
||
潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div class="bg-yellow-50 rounded-lg p-5">
|
||
<h3 class="text-lg font-semibold text-yellow-800 mb-3 flex items-center">
|
||
<i class="fas fa-microchip text-yellow-600 mr-2"></i>
|
||
技术风险
|
||
</h3>
|
||
<p class="text-gray-600">智能闸门国产化率仍低（大禹节水仅替代澳大利亚NobeTec，未覆盖高端市场）</p>
|
||
</div>
|
||
|
||
<div class="bg-orange-50 rounded-lg p-5">
|
||
<h3 class="text-lg font-semibold text-orange-800 mb-3 flex items-center">
|
||
<i class="fas fa-chart-line text-orange-600 mr-2"></i>
|
||
商业化风险
|
||
</h3>
|
||
<p class="text-gray-600">农业水价改革进度慢（云南元谋水价1.35元/方，但全国推广需2-3年）</p>
|
||
</div>
|
||
|
||
<div class="bg-red-50 rounded-lg p-5">
|
||
<h3 class="text-lg font-semibold text-red-800 mb-3 flex items-center">
|
||
<i class="fas fa-balance-scale text-red-600 mr-2"></i>
|
||
政策风险
|
||
</h3>
|
||
<p class="text-gray-600">地方政府配套资金不到位（2024年甘肃玉门项目因融资延迟3个月）</p>
|
||
</div>
|
||
|
||
<div class="bg-purple-50 rounded-lg p-5">
|
||
<h3 class="text-lg font-semibold text-purple-800 mb-3 flex items-center">
|
||
<i class="fas fa-exclamation-circle text-purple-600 mr-2"></i>
|
||
信息矛盾
|
||
</h3>
|
||
<p class="text-gray-600">新闻称"2027年万亿市场"，但2024年节水设备龙头（大禹/双良）合计收入<100亿（预期差显著）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="bg-gradient-to-r from-blue-700 to-cyan-700 rounded-xl card-shadow p-6 mb-8 text-white">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-trophy mr-3"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="grid md:grid-cols-3 gap-6">
|
||
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-lg p-5">
|
||
<h3 class="text-lg font-semibold mb-3">阶段判断</h3>
|
||
<p>节水产业处于<span class="font-bold">"政策红利→订单兑现"过渡期</span>，2025-2027年为黄金窗口期</p>
|
||
</div>
|
||
|
||
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-lg p-5">
|
||
<h3 class="text-lg font-semibold mb-3">投资方向</h3>
|
||
<ul class="space-y-2">
|
||
<li>• 高毛利环节：设计+信息化，毛利率30-35%</li>
|
||
<li>• 运营资产：灌区特许经营权</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-lg p-5">
|
||
<h3 class="text-lg font-semibold mb-3">跟踪指标</h3>
|
||
<ul class="space-y-2">
|
||
<li>• 订单转化：运营收入占比是否达33%</li>
|
||
<li>• 政策落地：水价改革试点省份数量</li>
|
||
<li>• 技术验证：国产智能闸门渗透率</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 bg-yellow-400 bg-opacity-20 backdrop-blur-sm rounded-lg p-4">
|
||
<p class="font-bold text-lg text-center">
|
||
结论：优先布局<span class="underline">全产业链龙头（大禹节水）</span>和<span class="underline">技术替代标的（双良节能）</span>，警惕中小公司订单兑现风险
|
||
</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="bg-white rounded-xl card-shadow p-6">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-chart-bar text-blue-500 mr-3"></i>
|
||
关联股票数据
|
||
</h2>
|
||
|
||
<div class="table-container">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">行业</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">项目</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">分类</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产业链</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">冠龙节能(301151)</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">
|
||
<span class="industry-tag px-2 py-1 rounded-full text-xs">节水装备</span>
|
||
</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">给排水节水阀门</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">市占率第一</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">城镇给排水、水利、工业下游应用</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">国内给排水节水阀门领域市占率第一，提供综合解决方案</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">双良节能(600481)</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">
|
||
<span class="industry-tag px-2 py-1 rounded-full text-xs">节水装备</span>
|
||
</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">节能节水装备</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">销售稳定增长</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">客户节能减排需求驱动</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">受客户节能减排需求驱动，销售稳定增长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">大禹节水(300021)</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">
|
||
<span class="industry-tag px-2 py-1 rounded-full text-xs">节水灌溉</span>
|
||
</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">节水灌溉材料与工程、高标准农田建设</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">行业领先地位</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">节水材料与工程、农田建设</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">在节水灌溉材料与工程、高标准农田建设领域处于行业领先地位</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">润农节水(830964)</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">
|
||
<span class="industry-tag px-2 py-1 rounded-full text-xs">节水灌溉</span>
|
||
</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">节水灌溉材料和设备</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">第一梯队公司</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">研发、制造、销售</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">节水灌溉行业第一梯队公司，覆盖材料和设备全链条</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">威派格(603956)</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">
|
||
<span class="industry-tag px-2 py-1 rounded-full text-xs">智慧水务</span>
|
||
</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">智慧水务综合解决方案</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">工业互联网</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">供水设备、智慧水务、智慧水厂</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">基于工业互联网的智慧水务解决方案提供商，覆盖三大业务板块</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">和达科技(688296)</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">
|
||
<span class="industry-tag px-2 py-1 rounded-full text-xs">智慧水务</span>
|
||
</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">水务信息化建设</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">整体解决方案</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">水务信息化</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">提供水务领域信息化建设的整体解决方案</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">迈拓股份</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">
|
||
<span class="industry-tag px-2 py-1 rounded-full text-xs">管网漏损检测</span>
|
||
</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">超声波水表、超声流量计</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">需求提升</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">漏损管控</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">漏损管控推动超声波水表及流量计需求提升</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">汇中股份</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">
|
||
<span class="industry-tag px-2 py-1 rounded-full text-xs">管网漏损检测</span>
|
||
</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">超声波水表、超声流量计</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">需求提升</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">漏损管控</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">漏损管控推动超声波水表及流量计需求提升</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">山科智能</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">
|
||
<span class="industry-tag px-2 py-1 rounded-full text-xs">管网漏损检测</span>
|
||
</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">超声波水表、超声流量计</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">需求提升</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">漏损管控</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">漏损管控推动超声波水表及流量计需求提升</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">新天科技</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">
|
||
<span class="industry-tag px-2 py-1 rounded-full text-xs">管网漏损检测</span>
|
||
</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">超声波水表、超声流量计</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">需求提升</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">漏损管控</td>
|
||
<td class="px-4 py-4 text-sm text-gray-500">漏损管控推动超声波水表及流量计需求提升</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 添加页面交互效果
|
||
document.addEventListener('DOMContentLoaded', function() {
|
||
// 为表格行添加点击效果
|
||
const tableRows = document.querySelectorAll('tbody tr');
|
||
tableRows.forEach(row => {
|
||
row.addEventListener('click', function() {
|
||
// 移除所有高亮
|
||
tableRows.forEach(r => r.classList.remove('bg-blue-50'));
|
||
// 添加当前行高亮
|
||
this.classList.add('bg-blue-50');
|
||
});
|
||
});
|
||
|
||
// 为卡片添加悬停效果
|
||
const cards = document.querySelectorAll('.card-shadow');
|
||
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)';
|
||
});
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |