628 lines
31 KiB
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628 lines
31 KiB
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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 title-gradient mb-4">超级电容器行业洞察报告</h1>
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<p class="text-lg text-slate-300 max-w-3xl mx-auto">从风电/轨交利基市场到AI算力基础设施标配的演进之路</p>
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</div>
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<!-- 核心观点摘要 -->
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<div class="section-card">
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<h2 class="text-2xl font-bold text-white mb-4 flex items-center">
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<i class="fas fa-lightbulb text-yellow-400 mr-3"></i>核心观点摘要
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</h2>
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<div class="highlight-box">
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<p class="text-slate-200">
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超级电容器已从<strong>风电/轨交利基市场</strong>跃升为<strong>AI算力基础设施标配</strong>，核心驱动力是<strong>数据中心功率密度提升带来的毫秒级补偿刚需</strong>。当前处于<strong>商业化爆发前夜</strong>，技术路线（锂离子超容vs双电层）和供应链格局（武藏垄断→江海国产替代）是胜负手。
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</p>
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</div>
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</div>
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<!-- 概念事件 -->
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<div class="section-card">
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<h2 class="text-2xl font-bold text-white mb-4 flex items-center">
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<i class="fas fa-calendar-alt text-blue-400 mr-3"></i>概念事件
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</h2>
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<h3 class="text-xl font-semibold text-slate-200 mb-3">背景与催化事件</h3>
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<ul class="list-disc pl-6 text-slate-300 mb-6 space-y-2">
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<li><strong>2024年12月</strong>：江海股份确认其超级电容器适配英伟达GB300方案，单柜需<strong>300颗</strong>超级电容（价值量超10万元）。</li>
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<li><strong>2025年2月</strong>：郭明錤指出英伟达考虑用其他储能方案替代超级电容，但承认<strong>空间限制</strong>仍是挑战，间接验证需求刚性。</li>
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<li><strong>2025年7月</strong>：中国主导的《电力储能用超级电容器》国际标准在IEC立项，获德、日、芬支持，标志全球储能场景标准化启动。</li>
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<li><strong>2025年3月GTC大会</strong>：台达展示基于武藏HSC（锂离子超级电容）的CESS系统，明确2025年Q2量产，<strong>江海股份</strong>作为二供进入供应链。</li>
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</ul>
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<h3 class="text-xl font-semibold text-slate-200 mb-3">时间轴</h3>
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
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<div class="timeline-item">
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<h4 class="font-semibold text-blue-300">2024Q4</h4>
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<p class="text-slate-300">江海股份确认GB300适配</p>
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<span class="text-xs text-green-400">需求验证</span>
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</div>
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<div class="timeline-item">
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<h4 class="font-semibold text-blue-300">2025Q1</h4>
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<p class="text-slate-300">郭明錤提示替代方案风险</p>
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<span class="text-xs text-yellow-400">短期情绪扰动</span>
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</div>
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<div class="timeline-item">
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<h4 class="font-semibold text-blue-300">2025Q2</h4>
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<p class="text-slate-300">GTC大会展示CESS系统，武藏/江海量产</p>
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<span class="text-xs text-green-400">技术路线确立</span>
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</div>
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<div class="timeline-item">
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<h4 class="font-semibold text-blue-300">2025Q3</h4>
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<p class="text-slate-300">国际标准立项</p>
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<span class="text-xs text-green-400">长期市场扩容</span>
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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="section-card">
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<h2 class="text-2xl font-bold text-white mb-4 flex items-center">
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<i class="fas fa-chart-line text-green-400 mr-3"></i>核心逻辑与市场认知分析
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</h2>
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<h3 class="text-xl font-semibold text-slate-200 mb-3">核心驱动力</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mb-6">
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
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<h4 class="font-semibold text-blue-300 mb-2">技术刚性</h4>
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<p class="text-slate-300 text-sm">AI服务器单柜功率从10kW（GB200）升至130kW（GB300），峰值负载达额定功率2倍，传统锂电池响应速度（秒级）无法满足，<strong>超级电容是唯一毫秒级方案</strong>。</p>
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</div>
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
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<h4 class="font-semibold text-blue-300 mb-2">成本拐点</h4>
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<p class="text-slate-300 text-sm">单颗超级电容价格<strong>350-400元</strong>，占GB300机柜成本<5%，但可避免20%GPU闲置损失，经济性凸显。</p>
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</div>
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
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<h4 class="font-semibold text-blue-300 mb-2">政策催化</h4>
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<p class="text-slate-300 text-sm">中国主导的国际标准立项，推动全球储能场景（电网调频、光伏平滑）标准化，打开<strong>5GW级增量市场</strong>。</p>
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</div>
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</div>
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<h3 class="text-xl font-semibold text-slate-200 mb-3">市场热度与情绪</h3>
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<div class="highlight-box mb-4">
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<p class="text-slate-200"><strong>研报密集度</strong>：2025年1-3月，华泰、中泰、兴证等7家券商发布专题报告，<strong>一致预期2025年市场空间超100亿元</strong>（对应10万台GB300）。</p>
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</div>
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<div class="risk-box">
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<p class="text-slate-200"><strong>情绪分歧</strong>：郭明錤提示"替代方案"导致短期回调，但产业链验证（武藏产能缺口、江海二供确定）强化长期信心。</p>
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</div>
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<h3 class="text-xl font-semibold text-slate-200 mt-6 mb-3">预期差分析</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-slate-800 bg-opacity-50 rounded-lg">
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<thead>
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<tr class="border-b border-slate-700">
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<th class="py-3 px-4 text-left text-slate-300">市场共识</th>
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<th class="py-3 px-4 text-left text-slate-300">潜在预期差</th>
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<th class="py-3 px-4 text-left text-slate-300">验证来源</th>
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</tr>
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</thead>
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<tbody>
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<tr class="border-b border-slate-700">
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<td class="py-3 px-4 text-slate-300">武藏垄断GB300供应</td>
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<td class="py-3 px-4 text-blue-300"><strong>江海股份成本优势20%</strong>+产能弹性</td>
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<td class="py-3 px-4 text-slate-300">江海路演（报价低20%）</td>
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</tr>
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<tr class="border-b border-slate-700">
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<td class="py-3 px-4 text-slate-300">仅用于GB300</td>
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<td class="py-3 px-4 text-blue-300"><strong>Rubin/ASIC推理集群均需标配</strong></td>
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<td class="py-3 px-4 text-slate-300">华泰路演（27年AI功率60GW）</td>
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</tr>
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<tr>
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<td class="py-3 px-4 text-slate-300">双电层电容为主</td>
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<td class="py-3 px-4 text-blue-300"><strong>锂离子超容（LIC）能量密度高3倍</strong></td>
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<td class="py-3 px-4 text-slate-300">武藏技术白皮书</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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<!-- 产业链与核心公司深度剖析 -->
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<div class="section-card">
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<h2 class="text-2xl font-bold text-white mb-4 flex items-center">
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<i class="fas fa-sitemap text-purple-400 mr-3"></i>产业链与核心公司深度剖析
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</h2>
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<h3 class="text-xl font-semibold text-slate-200 mb-3">产业链图谱</h3>
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4 mb-6">
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<div class="flex flex-col items-center">
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<div class="mb-4 text-center">
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<div class="inline-block bg-blue-600 text-white px-4 py-2 rounded-lg mb-2">上游材料</div>
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<div class="flex justify-center space-x-4">
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<div class="bg-slate-700 px-3 py-1 rounded text-sm">电极材料: 元力股份(超级电容炭)</div>
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<div class="bg-slate-700 px-3 py-1 rounded text-sm">电解液: 康鹏科技(四氟硼酸盐)</div>
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</div>
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</div>
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<div class="w-1 h-8 bg-blue-500"></div>
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<div class="mb-4 text-center">
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<div class="inline-block bg-blue-600 text-white px-4 py-2 rounded-lg mb-2">中游制造</div>
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<div class="flex justify-center space-x-4">
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<div class="bg-slate-700 px-3 py-1 rounded text-sm">江海股份(EDLC+LIC)</div>
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<div class="bg-slate-700 px-3 py-1 rounded text-sm">武藏精密(LIC垄断)</div>
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</div>
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</div>
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<div class="w-1 h-8 bg-blue-500"></div>
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<div class="text-center">
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<div class="inline-block bg-blue-600 text-white px-4 py-2 rounded-lg mb-2">下游应用</div>
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<div class="flex justify-center space-x-4">
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<div class="bg-slate-700 px-3 py-1 rounded text-sm">AI数据中心(GB300)</div>
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<div class="bg-slate-700 px-3 py-1 rounded text-sm">储能调频</div>
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<div class="bg-slate-700 px-3 py-1 rounded text-sm">新能源客车</div>
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</div>
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</div>
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</div>
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</div>
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<h3 class="text-xl font-semibold text-slate-200 mb-3">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-slate-800 bg-opacity-50 rounded-lg">
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<thead>
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<tr class="border-b border-slate-700">
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<th class="py-3 px-4 text-left text-slate-300">公司</th>
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<th class="py-3 px-4 text-left text-slate-300">技术路线</th>
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<th class="py-3 px-4 text-left text-slate-300">产能/份额</th>
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<th class="py-3 px-4 text-left text-slate-300">竞争优势</th>
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<th class="py-3 px-4 text-left text-slate-300">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="border-b border-slate-700">
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<td class="py-3 px-4 font-semibold text-blue-300">江海股份</td>
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<td class="py-3 px-4 text-slate-300">EDLC+LIC</td>
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<td class="py-3 px-4 text-slate-300"><strong>2025年1500万颗/年</strong></td>
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<td class="py-3 px-4 text-slate-300">成本-20%，国产替代唯一标的</td>
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<td class="py-3 px-4 text-slate-300">武藏扩产后竞争加剧</td>
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</tr>
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<tr class="border-b border-slate-700">
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<td class="py-3 px-4 font-semibold text-blue-300">武藏精密</td>
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<td class="py-3 px-4 text-slate-300">LIC垄断</td>
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<td class="py-3 px-4 text-slate-300">2025年150万颗/年（缺口）</td>
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<td class="py-3 px-4 text-slate-300">技术领先，绑定英伟达</td>
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<td class="py-3 px-4 text-slate-300">产能瓶颈，中国替代</td>
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</tr>
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<tr>
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<td class="py-3 px-4 font-semibold text-blue-300">元力股份</td>
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<td class="py-3 px-4 text-slate-300">超级电容炭</td>
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<td class="py-3 px-4 text-slate-300">600吨/年（国内25%份额）</td>
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<td class="py-3 px-4 text-slate-300">电极材料国产替代，绑定江海</td>
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<td class="py-3 px-4 text-slate-300">技术迭代导致需求下降</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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<h3 class="text-xl font-semibold text-slate-200 mt-6 mb-3">验证与证伪</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="highlight-box">
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<h4 class="font-semibold text-green-300 mb-2">数据印证</h4>
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<p class="text-slate-200 text-sm">江海2024年超级电容营收<strong>2.2亿元</strong>（年报），但毛利率仅16.3%（风电价格战拖累），需跟踪AI订单毛利率是否修复至<strong>35%+</strong>（路演预测）。</p>
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</div>
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<div class="risk-box">
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<h4 class="font-semibold text-red-300 mb-2">矛盾点</h4>
|
||
<p class="text-slate-200 text-sm">郭明錤称"英伟达考虑替代方案"，但产业链确认<strong>GB300参考设计仍保留超容托盘</strong>（仅取消标配），实际为选配模式，不影响需求总量。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关键催化剂与未来发展路径 -->
|
||
<div class="section-card">
|
||
<h2 class="text-2xl font-bold text-white mb-4 flex items-center">
|
||
<i class="fas fa-rocket text-orange-400 mr-3"></i>关键催化剂与未来发展路径
|
||
</h2>
|
||
|
||
<h3 class="text-xl font-semibold text-slate-200 mb-3">近期催化剂（3-6个月）</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mb-6">
|
||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-orange-300 mb-2">GTC大会技术细节</h4>
|
||
<p class="text-slate-300 text-sm">2025年3月19日黄仁勋主题演讲，若确认GB300超容用量（<strong>单柜300颗</strong>），将直接催化订单落地。</p>
|
||
</div>
|
||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-orange-300 mb-2">江海股份扩产</h4>
|
||
<p class="text-slate-300 text-sm">2025年Q1产能从<strong>300万颗/年扩至1500万颗/年</strong>（路演数据），验证国产替代进度。</p>
|
||
</div>
|
||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-orange-300 mb-2">国内算力军备竞赛</h4>
|
||
<p class="text-slate-300 text-sm">腾讯/阿里Capex上修，江海已向两者小批量供货EDLC（路演确认）。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-slate-200 mb-3">长期发展路径</h3>
|
||
<div class="space-y-4">
|
||
<div class="timeline-item">
|
||
<h4 class="font-semibold text-blue-300">2025-2026年</h4>
|
||
<p class="text-slate-300">GB300/Rubin放量，超级电容成为AI服务器标配，<strong>全球需求1亿颗/年</strong>（对应30亿美元市场）。</p>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<h4 class="font-semibold text-blue-300">2027-2030年</h4>
|
||
<p class="text-slate-300">储能标准落地，电网调频/光伏平滑需求爆发，<strong>市场规模54亿美元</strong>（头豹预测）。</p>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<h4 class="font-semibold text-blue-300">技术演进</h4>
|
||
<p class="text-slate-300">锂离子超容（LIC）替代双电层（EDLC），能量密度从5Wh/kg提升至50Wh/kg，打开车载/储能场景。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="section-card">
|
||
<h2 class="text-2xl font-bold text-white mb-4 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-red-400 mr-3"></i>潜在风险与挑战
|
||
</h2>
|
||
|
||
<h3 class="text-xl font-semibold text-slate-200 mb-3">技术风险</h3>
|
||
<div class="risk-box mb-4">
|
||
<p class="text-slate-200"><strong>能量密度瓶颈</strong>：当前LIC仅20Wh/kg，远低于锂电池（250Wh/kg），限制储能场景渗透。</p>
|
||
</div>
|
||
<div class="risk-box">
|
||
<p class="text-slate-200"><strong>替代技术</strong>：若固态电池实现毫秒级响应，可能挤压超容空间（但路演认为<strong>5年内无替代方案</strong>）。</p>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-slate-200 mt-6 mb-3">商业化风险</h3>
|
||
<div class="risk-box mb-4">
|
||
<p class="text-slate-200"><strong>成本敏感</strong>：风电领域已出现价格战（江海2024年毛利率下滑6.84pct），需验证AI订单溢价能力。</p>
|
||
</div>
|
||
<div class="risk-box">
|
||
<p class="text-slate-200"><strong>客户集中度</strong>：GB300依赖英伟达单一客户，若出货量不及预期（如仅5万台vs预期10万台），市场空间减半。</p>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-slate-200 mt-6 mb-3">政策与竞争风险</h3>
|
||
<div class="risk-box mb-4">
|
||
<p class="text-slate-200"><strong>国际标准博弈</strong>：中国主导的IEC标准若被日企技术路线（如法拉第赝电容）颠覆，可能削弱国产优势。</p>
|
||
</div>
|
||
<div class="risk-box">
|
||
<p class="text-slate-200"><strong>武藏扩产</strong>：2026年武藏产能达650万颗/年，或挤压江海份额（当前50%→30%）。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="section-card">
|
||
<h2 class="text-2xl font-bold text-white mb-4 flex items-center">
|
||
<i class="fas fa-coins text-yellow-400 mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<h3 class="text-xl font-semibold text-slate-200 mb-3">阶段判断</h3>
|
||
<div class="highlight-box">
|
||
<p class="text-slate-200">
|
||
超级电容器处于<strong>"主题炒作→基本面驱动"过渡期</strong>：短期看GB300订单落地，长期看储能标准催化。核心矛盾是<strong>武藏产能缺口vs江海替代速度</strong>。
|
||
</p>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-slate-200 mt-6 mb-3">投资方向</h3>
|
||
<div class="space-y-4">
|
||
<div class="opportunity-box">
|
||
<h4 class="font-semibold text-green-300 mb-2">最纯标的</h4>
|
||
<p class="text-slate-200"><strong>江海股份</strong>（AI超容唯一国产供应商，2025年利润弹性10亿元，对应200亿市值增量）。</p>
|
||
</div>
|
||
<div class="opportunity-box">
|
||
<h4 class="font-semibold text-green-300 mb-2">上游材料</h4>
|
||
<p class="text-slate-200"><strong>元力股份</strong>（超级电容炭龙头，绑定江海，远期20亿市场空间）。</p>
|
||
</div>
|
||
<div class="opportunity-box">
|
||
<h4 class="font-semibold text-green-300 mb-2">技术迭代</h4>
|
||
<p class="text-slate-200">跟踪<strong>LIC能量密度突破</strong>（>50Wh/kg将打开车载场景）。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-slate-200 mt-6 mb-3">关键跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-blue-300 mb-2">订单验证</h4>
|
||
<p class="text-slate-300 text-sm">2025年Q2江海股份AI超容出货量（目标<strong>500万颗</strong>）。</p>
|
||
</div>
|
||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-blue-300 mb-2">毛利率拐点</h4>
|
||
<p class="text-slate-300 text-sm">AI订单毛利率是否回升至<strong>35%+</strong>（当前风电仅16%）。</p>
|
||
</div>
|
||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-blue-300 mb-2">国际标准进展</h4>
|
||
<p class="text-slate-300 text-sm">IEC标准草案是否明确LIC技术路线（2025Q4投票）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<div class="section-card">
|
||
<h2 class="text-2xl font-bold text-white mb-4 flex items-center">
|
||
<i class="fas fa-table text-indigo-400 mr-3"></i>关联股票数据
|
||
</h2>
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-slate-800 bg-opacity-50 rounded-lg">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="py-3 px-4 text-left text-slate-300">股票名称</th>
|
||
<th class="py-3 px-4 text-left text-slate-300">分类</th>
|
||
<th class="py-3 px-4 text-left text-slate-300">项目/技术/产品/合作</th>
|
||
<th class="py-3 px-4 text-left text-slate-300">产业链/信源</th>
|
||
<th class="py-3 px-4 text-left text-slate-300">投资逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">江海股份</td>
|
||
<td class="py-3 px-4 text-slate-300">超级电容器</td>
|
||
<td class="py-3 px-4 text-slate-300">2024年电容器营收46.03亿元</td>
|
||
<td class="py-3 px-4 text-slate-300">超级电容器是公司主要业务产品之一 | 年报</td>
|
||
<td class="py-3 px-4 text-slate-300">公司电容器业务营收显著，超级电容器为核心产品</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">火炬电子</td>
|
||
<td class="py-3 px-4 text-slate-300">超级电容器</td>
|
||
<td class="py-3 px-4 text-slate-300">2024年超级电容营收457万元，同比增长约60%</td>
|
||
<td class="py-3 px-4 text-slate-300">成熟产品包括超级电容器 | 互动</td>
|
||
<td class="py-3 px-4 text-slate-300">超级电容业务快速增长，产品已成熟应用</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">金时科技</td>
|
||
<td class="py-3 px-4 text-slate-300">超级电容器</td>
|
||
<td class="py-3 px-4 text-slate-300">超级电容器已实现小批量生产</td>
|
||
<td class="py-3 px-4 text-slate-300">互动</td>
|
||
<td class="py-3 px-4 text-slate-300">产品进入小批量生产阶段</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">东阳光</td>
|
||
<td class="py-3 px-4 text-slate-300">超级电容器</td>
|
||
<td class="py-3 px-4 text-slate-300">浙江东阳铝电解电容器及超级电容器生产基地建设</td>
|
||
<td class="py-3 px-4 text-slate-300">具备年产电容器约14亿只产能 | 年报</td>
|
||
<td class="py-3 px-4 text-slate-300">生产基地建成并具备大规模生产能力</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">思源电气</td>
|
||
<td class="py-3 px-4 text-slate-300">超级电容器</td>
|
||
<td class="py-3 px-4 text-slate-300">GMCC在超级电容器和功率型储能器件领域发展</td>
|
||
<td class="py-3 px-4 text-slate-300">调研</td>
|
||
<td class="py-3 px-4 text-slate-300">子公司在超级电容器领域取得进展</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">新筑股份</td>
|
||
<td class="py-3 px-4 text-slate-300">超级电容器</td>
|
||
<td class="py-3 px-4 text-slate-300">参股奥威科技超级电容器应用于新能源公交车、AGV等领域</td>
|
||
<td class="py-3 px-4 text-slate-300">互动</td>
|
||
<td class="py-3 px-4 text-slate-300">参股公司产品应用于多领域储能场景</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">康盛股份</td>
|
||
<td class="py-3 px-4 text-slate-300">超级电容器</td>
|
||
<td class="py-3 px-4 text-slate-300">参股普兰纳米从事石墨烯电极和超级电容器研发</td>
|
||
<td class="py-3 px-4 text-slate-300">互动</td>
|
||
<td class="py-3 px-4 text-slate-300">参股公司专注超级电容器材料与技术研发</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">泰尔股份</td>
|
||
<td class="py-3 px-4 text-slate-300">超级电容器</td>
|
||
<td class="py-3 px-4 text-slate-300">子公司众迈科技为锂离子电池和超级电容器生产设备制造企业</td>
|
||
<td class="py-3 px-4 text-slate-300">公告</td>
|
||
<td class="py-3 px-4 text-slate-300">子公司涉及超级电容器设备制造</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">元力股份</td>
|
||
<td class="py-3 px-4 text-slate-300">超级电容炭</td>
|
||
<td class="py-3 px-4 text-slate-300">年产600吨超级电容炭二期产线调试完成并投产</td>
|
||
<td class="py-3 px-4 text-slate-300">公告</td>
|
||
<td class="py-3 px-4 text-slate-300">超级电容炭产能扩展项目落地</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">美锦能源</td>
|
||
<td class="py-3 px-4 text-slate-300">超级电容炭</td>
|
||
<td class="py-3 px-4 text-slate-300">与中科院山西煤炭化学研究所合作超级电容炭项目（10吨/年中试线投产）</td>
|
||
<td class="py-3 px-4 text-slate-300">互动</td>
|
||
<td class="py-3 px-4 text-slate-300">产学研合作推进超级电容炭研发与生产</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">祥和实业</td>
|
||
<td class="py-3 px-4 text-slate-300">零部件</td>
|
||
<td class="py-3 px-4 text-slate-300">超级电容器用橡胶密封塞</td>
|
||
<td class="py-3 px-4 text-slate-300">半年报</td>
|
||
<td class="py-3 px-4 text-slate-300">提供超级电容器关键零部件</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">康鹏科技</td>
|
||
<td class="py-3 px-4 text-slate-300">电解质</td>
|
||
<td class="py-3 px-4 text-slate-300">超级电容器电解质四氟硼酸盐制备（核心技术之一）</td>
|
||
<td class="py-3 px-4 text-slate-300">年报</td>
|
||
<td class="py-3 px-4 text-slate-300">掌握电解质核心技术</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-blue-300">昆工科技</td>
|
||
<td class="py-3 px-4 text-slate-300">北交所</td>
|
||
<td class="py-3 px-4 text-slate-300">超级电容器及相关储能新技术研发</td>
|
||
<td class="py-3 px-4 text-slate-300">年报</td>
|
||
<td class="py-3 px-4 text-slate-300">专注超级电容器储能技术研发</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
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|
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detect_on: "canvas",
|
||
events: {
|
||
onhover: {
|
||
enable: true,
|
||
mode: "grab"
|
||
},
|
||
onclick: {
|
||
enable: true,
|
||
mode: "push"
|
||
},
|
||
resize: true
|
||
},
|
||
modes: {
|
||
grab: {
|
||
distance: 140,
|
||
line_linked: {
|
||
opacity: 1
|
||
}
|
||
},
|
||
push: {
|
||
particles_nb: 4
|
||
}
|
||
}
|
||
},
|
||
retina_detect: true
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |