480 lines
37 KiB
HTML
480 lines
37 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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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=1.0">
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<title>AI投研报告：核污染防治</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.2/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&display=swap');
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body {
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font-family: 'Inter', sans-serif;
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background-color: #050818;
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background-image: radial-gradient(circle at 50% 50%, rgba(20, 80, 180, 0.15) 0%, rgba(5, 8, 24, 0) 60%);
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color: #e0e7ff;
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}
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.glass-card {
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background: rgba(23, 27, 52, 0.4);
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backdrop-filter: blur(24px);
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-webkit-backdrop-filter: blur(24px);
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border: 1px solid rgba(128, 147, 255, 0.2);
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border-radius: 1.5rem; /* 24px */
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transition: all 0.3s ease;
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}
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.glass-card:hover {
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border-color: rgba(128, 147, 255, 0.4);
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box-shadow: 0 0 40px rgba(20, 80, 180, 0.2);
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}
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.bento-grid {
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display: grid;
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gap: 1.5rem; /* 24px */
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grid-template-columns: repeat(12, 1fr);
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}
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.bento-item {
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grid-column: span 12;
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}
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@media (min-width: 1024px) {
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.bento-item-span-4 { grid-column: span 4; }
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.bento-item-span-6 { grid-column: span 6; }
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.bento-item-span-8 { grid-column: span 8; }
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.bento-item-span-12 { grid-column: span 12; }
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}
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.glow-text {
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text-shadow: 0 0 8px rgba(129, 140, 248, 0.5);
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}
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.subtle-scrollbar::-webkit-scrollbar { width: 4px; }
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.subtle-scrollbar::-webkit-scrollbar-track { background: transparent; }
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.subtle-scrollbar::-webkit-scrollbar-thumb { background: rgba(128, 147, 255, 0.3); border-radius: 4px; }
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.subtle-scrollbar::-webkit-scrollbar-thumb:hover { background: rgba(128, 147, 255, 0.5); }
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.tag-accent {
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background-color: rgba(79, 70, 229, 0.2);
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border: 1px solid rgba(79, 70, 229, 0.5);
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color: #c7d2fe;
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}
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table {
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border-collapse: separate;
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border-spacing: 0;
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}
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th, td {
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background: rgba(23, 27, 52, 0.2);
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}
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</style>
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</head>
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<body class="p-4 sm:p-6 lg:p-8">
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<div class="max-w-7xl mx-auto">
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<header class="text-center mb-12">
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<h1 class="text-4xl md:text-6xl font-bold glow-text bg-clip-text text-transparent bg-gradient-to-br from-white to-indigo-300">
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核污染防治
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</h1>
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<p class="mt-4 text-indigo-200 text-lg">AI投研深度报告</p>
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</header>
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<main class="space-y-6">
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<div class="bento-grid">
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<!-- 核心观点摘要 -->
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<div class="bento-item bento-item-span-12 lg:bento-item-span-4 glass-card p-6 flex flex-col">
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<h2 class="text-2xl font-bold text-white mb-4 flex items-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3 text-indigo-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 10V3L4 14h7v7l9-11h-7z" /></svg>
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核心观点
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</h2>
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<p class="text-indigo-200 flex-grow">
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“核污染防治”是典型的<strong class="text-white">双轮驱动型概念</strong>。短期表现高度依赖<strong class="text-white">国际突发事件</strong>（军事冲突、排海节点）驱动的市场情绪；长期价值则根植于全球核能复兴与我国“安全稳妥”发展核电的国家战略所带来的<strong class="text-white">刚性需求基本面</strong>。概念正处于从纯事件驱动向基本面验证过渡的早期阶段，市场认知与产业现实存在显著预期差。
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</p>
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</div>
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<!-- 关键事件驱动 -->
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<div class="bento-item bento-item-span-12 lg:bento-item-span-8 glass-card p-6">
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<h2 class="text-2xl font-bold text-white mb-4 flex items-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3 text-indigo-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 8v4l3 3m6-3a9 9 0 11-18 0 9 9 0 0118 0z" /></svg>
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关键事件驱动
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</h2>
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<div id="echarts-timeline" class="w-full h-64"></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="bento-item bento-item-span-12 glass-card p-6">
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<h2 class="text-2xl font-bold text-white mb-4 flex items-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3 text-indigo-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9.663 17h4.673M12 3v1m6.364 1.636l-.707.707M21 12h-1M4 12H3m3.343-5.657l-.707-.707m2.828 9.9a5 5 0 117.072 0l-.548.547A3.374 3.374 0 0014 18.469V19a2 2 0 11-4 0v-.531c0-.895-.356-1.754-.988-2.386l-.548-.547z" /></svg>
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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 grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
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<div class="space-y-4 p-4 rounded-xl bg-black bg-opacity-20">
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<h3 class="text-lg font-semibold text-white">核心驱动力</h3>
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<ul class="list-disc list-inside text-indigo-200 space-y-2">
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<li><strong class="text-indigo-100">政策驱动的国家战略：</strong>"十四五"规划目标2025年核电装机容量达7000万千瓦，催生核废料处理刚性需求。</li>
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<li><strong class="text-indigo-100">事件驱动的风险外溢：</strong>日本福岛排海、伊朗核设施遇袭等事件提升公众风险认知，催生监测、防护需求。</li>
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<li><strong class="text-indigo-100">存量市场的治理需求：</strong>全球核设施退役和历史遗留核废料清理构成万亿级别市场（如美国DoE负债超6000亿美元）。</li>
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</ul>
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</div>
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<div class="space-y-4 p-4 rounded-xl bg-black bg-opacity-20">
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<h3 class="text-lg font-semibold text-white">市场热度与情绪</h3>
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<ul class="list-disc list-inside text-indigo-200 space-y-2">
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<li><strong class="text-indigo-100">高热度、脉冲式爆发：</strong>股价异动与新闻事件高度重合，呈现典型的“消息刺激-股价反应”模式，由恐慌和投机主导。</li>
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<li><strong class="text-indigo-100">乐观与分歧并存：</strong>市场对长期前景普遍乐观，但具体到公司层面，业务进展和技术储备分化严重，存在宏大叙事与微观现实的分歧。</li>
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</ul>
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</div>
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<div class="space-y-4 p-4 rounded-xl bg-black bg-opacity-20">
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<h3 class="text-lg font-semibold text-white">预期差分析</h3>
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<ul class="list-disc list-inside text-indigo-200 space-y-2">
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<li><strong class="text-indigo-100">广度与深度的预期差：</strong>市场存在“概念泛化”倾向，真正的核废料处理技术壁垒极高，需要特殊资质，多数公司业务关联度较浅。</li>
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<li><strong class="text-indigo-100">“处理”与“应对”的预期差：</strong>市场混淆“解决问题”的核心技术公司（如中电环保）与“应对影响”的防御性主题（如盐业股），后者持续性存疑。</li>
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<li><strong class="text-indigo-100">国内与国际的预期差：</strong>A股市场关注国内增量，但忽略了万亿级的国际核废料清理和退役市场，国内公司若能出海，天花板远超预期。</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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<!-- 发展路径与催化剂 -->
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<div class="bento-item bento-item-span-12 lg:bento-item-span-6 glass-card p-6">
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<h2 class="text-2xl font-bold text-white mb-4 flex items-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3 text-indigo-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M17.657 18.657A8 8 0 016.343 7.343S7 9 9 10c0-2 .5-5 2.986-7C14 5 16.09 5.777 17.657 7.343A8 8 0 0117.657 18.657z" /></svg>
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未来发展路径与催化剂
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</h2>
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<div class="space-y-4">
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<div>
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<h4 class="font-semibold text-white mb-2">近期催化剂 (未来3-6个月)</h4>
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<div class="flex flex-wrap gap-2">
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<span class="tag-accent text-sm font-medium px-3 py-1 rounded-full">福岛排海新节点 (预计2025年2月)</span>
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<span class="tag-accent text-sm font-medium px-3 py-1 rounded-full">中东地缘政治升级</span>
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<span class="tag-accent text-sm font-medium px-3 py-1 rounded-full">国内核废料处理政策出台</span>
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<span class="tag-accent text-sm font-medium px-3 py-1 rounded-full">中方独立监测数据发布</span>
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</div>
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</div>
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<div>
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<h4 class="font-semibold text-white mb-2">长期发展路径</h4>
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<ol class="relative border-l border-indigo-500/50">
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<li class="mb-6 ml-4">
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<div class="absolute w-3 h-3 bg-indigo-400 rounded-full mt-1.5 -left-1.5 border border-indigo-900"></div>
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<h3 class="text-lg font-semibold text-white">近期 (1-2年)</h3>
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<p class="text-base font-normal text-indigo-200">以<strong class="text-white">核辐射检测</strong>和<strong class="text-white">个人防护装备</strong>率先放量，受益于民用和军用双重需求。</p>
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</li>
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<li class="mb-6 ml-4">
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<div class="absolute w-3 h-3 bg-indigo-400 rounded-full mt-1.5 -left-1.5 border border-indigo-900"></div>
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<h3 class="text-lg font-semibold text-white">中期 (3-5年)</h3>
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<p class="text-base font-normal text-indigo-200"><strong class="text-white">放射性废液处理</strong>进入规模化应用，新建核电机组配套设施进入建设高峰期。</p>
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</li>
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<li class="ml-4">
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<div class="absolute w-3 h-3 bg-indigo-400 rounded-full mt-1.5 -left-1.5 border border-indigo-900"></div>
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<h3 class="text-lg font-semibold text-white">远期 (5年以上)</h3>
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<p class="text-base font-normal text-indigo-200"><strong class="text-white">乏燃料后处理</strong>与<strong class="text-white">核设施退役</strong>成为主要增长点，市场由增量建设转向存量处理与服务驱动。</p>
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</li>
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</ol>
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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="bento-item bento-item-span-12 lg:bento-item-span-6 glass-card p-6">
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<h2 class="text-2xl font-bold text-white mb-4 flex items-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3 text-indigo-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 11H5m14 0a2 2 0 012 2v6a2 2 0 01-2 2H5a2 2 0 01-2-2v-6a2 2 0 012-2m14 0V9a2 2 0 00-2-2M5 11V9a2 2 0 012-2m0 0V5a2 2 0 012-2h6a2 2 0 012 2v2M7 7h10" /></svg>
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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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<div class="space-y-4 max-h-[400px] overflow-y-auto subtle-scrollbar pr-2">
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<div>
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<h4 class="font-semibold text-white mb-2">产业链图谱</h4>
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<ul class="space-y-2 text-indigo-200">
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<li><strong>上游 (核心材料与设备):</strong> 吸附材料(建龙微纳, 争光股份)、特种膜(三达膜, 嘉戎技术)、监测仪器(华盛昌, 捷强装备)、存储容器(日月股份)。</li>
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<li><strong>中游 (处理、防护与检测):</strong> 三废处理(中电环保, 中广核技)、环境修复(建工修复)、检测服务(谱尼测试, 华测检测)、防护集成(捷强装备, 北化股份)。</li>
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<li><strong>下游 (应用领域):</strong> 核电站(中国广核, 中国核电)、乏燃料后处理厂、军工、科研院所等。</li>
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</ul>
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</div>
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<div>
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<h4 class="font-semibold text-white mb-2">核心玩家对比</h4>
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<div class="space-y-3">
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<div class="p-3 rounded-lg bg-black bg-opacity-20">
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<p class="font-medium text-indigo-100">领导者梯队 (技术与经验领先)</p>
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<p class="text-sm text-indigo-300"><strong>中电环保:</strong> 逻辑最纯粹的核心标的，承接过核电厂放射性废液处理工程样机。 <strong>捷强装备:</strong> 军工+民用双重逻辑，核辐射检测设备营收领先，覆盖“侦察、防护、洗消”全链条。</p>
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</div>
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<div class="p-3 rounded-lg bg-black bg-opacity-20">
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<p class="font-medium text-indigo-100">追赶者/专精特新</p>
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<p class="text-sm text-indigo-300"><strong>建龙微纳/中广核技:</strong> 专注上游核心吸附材料，是“卖铲人”。 <strong>谱尼测试/华测检测:</strong> 第三方检测龙头，前瞻性布局核污染检测，基本面稳健。</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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<h4 class="font-semibold text-white mb-2">最具投资价值细分环节</h4>
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<ul class="list-disc list-inside text-indigo-200">
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<li><strong>核心耗材与材料:</strong> 如吸附材料、特种膜。需求持续、技术壁垒高、客户粘性强。</li>
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<li><strong>检测与监测:</strong> 绝对刚需，龙头具备品牌和资质优势，业务确定性高。</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 -->
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<div class="bento-item bento-item-span-12 glass-card p-6">
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<h2 class="text-2xl font-bold text-white mb-4 flex items-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3 text-red-400" fill="none" viewBox="0 0 24 24" stroke="currentColor" stroke-width="2"><path stroke-linecap="round" stroke-linejoin="round" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" /></svg>
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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-2 lg:grid-cols-4 gap-4 text-sm">
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<div class="p-3 rounded-lg bg-red-900/20 border border-red-500/30">
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<h4 class="font-semibold text-red-200 mb-1">技术风险</h4>
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<p class="text-red-300">高端核素分离与固化技术仍是世界性难题，多数公司技术距大规模商业化尚有距离。</p>
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</div>
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<div class="p-3 rounded-lg bg-red-900/20 border border-red-500/30">
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<h4 class="font-semibold text-red-200 mb-1">商业化风险</h4>
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<p class="text-red-300">客户单一（依赖政府订单），项目周期长，回款慢。应急需求呈脉冲式，业绩波动大。</p>
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</div>
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<div class="p-3 rounded-lg bg-red-900/20 border border-red-500/30">
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<h4 class="font-semibold text-red-200 mb-1">政策与竞争风险</h4>
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<p class="text-red-300">任何核安全事故都可能导致行业发展停滞（黑天鹅风险），未来可能吸引巨头进入加剧竞争。</p>
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</div>
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<div class="p-3 rounded-lg bg-red-900/20 border border-red-500/30">
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<h4 class="font-semibold text-red-200 mb-1">信息交叉验证风险</h4>
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<p class="text-red-300">部分公司存在业务夸大、信息披露与实际不符的风险（伪概念股），投资者需仔细甄别。</p>
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</div>
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</div>
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</div>
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<!-- 相关个股列表 -->
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<div class="bento-item bento-item-span-12 glass-card p-6" x-data="{
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activeTab: '全部',
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stocks: [],
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categories: [],
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init() {
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const stockData = [
|
||
{'stock': '华盛昌', 'stock_code': '002980', 'reason': '拥有DT-9501核辐射检测仪。', 'category': '核辐射检测'},
|
||
{'stock': '华测检测', 'stock_code': '300012', 'reason': '日本核事故事件后率先构建了部分海水核辐射检测能力。', 'category': '核辐射检测'},
|
||
{'stock': '莱伯泰科', 'stock_code': '688056', 'reason': '核辐射检测相关业务。', 'category': '核辐射检测'},
|
||
{'stock': '榕基软件', 'stock_code': '002474', 'reason': '参与建设国家环保部核与辐射安全中心相关应急项目。', 'category': '核辐射检测'},
|
||
{'stock': '碧兴物联', 'stock_code': '688671', 'reason': '核辐射检测相关业务。', 'category': '核辐射检测'},
|
||
{'stock': 'ST先河', 'stock_code': '300137', 'reason': '具有辐射安全许可，相关在线监测仪可用于监测α、β和γ射线。', 'category': '核辐射检测'},
|
||
{'stock': '优利德', 'stock_code': '688628', 'reason': 'UT334A辐射剂量测试仪销售占公司整体销售额比例较低。', 'category': '核辐射检测'},
|
||
{'stock': '苏交科', 'stock_code': '300284', 'reason': '子公司从事医卫系统电离和电磁辐射检测，未开展核污染防治业务。', 'category': '核辐射检测'},
|
||
{'stock': '谱尼测试', 'stock_code': '300887', 'reason': '可对水产制品、食品、物品开展核辐射检测的业务。', 'category': '核辐射检测'},
|
||
{'stock': '盛视科技', 'stock_code': '002990', 'reason': '相关产品具有核辐射源探测等功能。', 'category': '核辐射检测'},
|
||
{'stock': '汉威科技', 'stock_code': '300007', 'reason': '可以通过对水域附近的气体监测进行核污染监测并具备产品储备。', 'category': '核辐射检测'},
|
||
{'stock': '辰安科技', 'stock_code': '300523', 'reason': '可实现水体总α、总β、氚、锶-90等数十种核素的测量。', 'category': '核辐射检测'},
|
||
{'stock': '国检集团', 'stock_code': '603060', 'reason': '环境检测业务中包含放射性污染物的检测。', 'category': '核辐射检测'},
|
||
{'stock': '中电环保', 'stock_code': '300172', 'reason': '国内核电水处理市场占有率位居前列，承接了核电放射性废液深化处理系统工程样机。', 'category': '放射性废液/物处理'},
|
||
{'stock': '争光股份', 'stock_code': '301092', 'reason': '离子交换与吸附树脂产品可用于核污染防治。', 'category': '放射性废液/物处理'},
|
||
{'stock': '三达膜', 'stock_code': '688101', 'reason': '膜分离技术可处理核电站的高硅废水，膜法水处理营收规模领先。', 'category': '放射性废液/物处理'},
|
||
{'stock': '嘉戎技术', 'stock_code': '301148', 'reason': '将进一步深入研究与开发相关处理技术，拥有放射性废水多级浓缩深度处理技术。', 'category': '放射性废液/物处理'},
|
||
{'stock': '中晟高科', 'stock_code': '002778', 'reason': '具备处理含重金属污水的能力，暂不具备核废水或放射性污水的技术能力。', 'category': '放射性废液/物处理'},
|
||
{'stock': '中国广核', 'stock_code': '003816', 'reason': '核电站运营商，直接产生放射性废液/物处理需求。', 'category': '放射性废液/物处理'},
|
||
{'stock': '恒光股份', 'stock_code': '301118', 'reason': '过硫酸盐可通过氧化还原反应降解放射性污染物，已在多个核电项目中应用。', 'category': '放射性废液/物处理'},
|
||
{'stock': '建龙微纳', 'stock_code': '688357', 'reason': '核领域分子筛产品用于放射性核素(铯-137, 锶-90等)的选择性吸附脱除。', 'category': '放射性废液/物处理'},
|
||
{'stock': '德尔未来', 'stock_code': '002631', 'reason': '控股子公司有关于核泄漏废水处理净化方法的相关研究。', 'category': '放射性废液/物处理'},
|
||
{'stock': '中广核技', 'stock_code': '000881', 'reason': '下属公司拥有处理核电站放射性废水的无机吸附剂技术，主要去除“铯”。', 'category': '放射性废液/物处理'},
|
||
{'stock': '兰石重装', 'stock_code': '603169', 'reason': '具有乏燃料后处理非标设备制造经验。', 'category': '放射性废液/物处理'},
|
||
{'stock': '航天晨光', 'stock_code': '600501', 'reason': '生产的核三废处理设备及核非标设备可用于核电站、乏燃料后处理厂。', 'category': '放射性废液/物处理'},
|
||
{'stock': '碧水源', 'stock_code': '300070', 'reason': '剥离核污染放射性元素不是公司业务发展方向。', 'category': '放射性废液/物处理'},
|
||
{'stock': '力源科技', 'stock_code': '688565', 'reason': '与交大合作研发“用于分离放射性铯元素的有机/无机复合吸附剂”专利。', 'category': '放射性废液/物处理'},
|
||
{'stock': '中金辐照', 'stock_code': '300962', 'reason': '无机吸附剂技术可从高盐量放射性废水中高效去除目标核素离子。', 'category': '放射性废液/物处理'},
|
||
{'stock': '蓝晓科技', 'stock_code': '300487', 'reason': '吸附材料营收领先，技术可应用于相关领域。', 'category': '放射性废液/物处理'},
|
||
{'stock': '沃顿科技', 'stock_code': '000920', 'reason': '水处理膜相关业务。', 'category': '放射性废液/物处理'},
|
||
{'stock': '津膜科技', 'stock_code': '300334', 'reason': '膜产品可过滤放射性元素，但未开展核废水处理试验及应用。', 'category': '放射性废液/物处理'},
|
||
{'stock': '久吾高科', 'stock_code': '300631', 'reason': '产品可用于企业生产废水处理等领域。', 'category': '放射性废液/物处理'},
|
||
{'stock': '正和生态', 'stock_code': '605069', 'reason': '放射性废液/物处理相关概念。', 'category': '放射性废液/物处理'},
|
||
{'stock': '建工修复', 'stock_code': '300958', 'reason': '放射性物质污染场地修复目前处于研究阶段。', 'category': '放射性土壤修复'},
|
||
{'stock': '再升科技', 'stock_code': '603601', 'reason': '核级高效空气过滤材料已规模化应用于核电站。', 'category': '空气过滤'},
|
||
{'stock': '东方园林', 'stock_code': '002310', 'reason': '下属公司从事核废料处理，已建成5000立方米贮存库。', 'category': '核废料存储运输'},
|
||
{'stock': '日月股份', 'stock_code': '603218', 'reason': '核废料储存罐项目已具备投入市场的条件。', 'category': '核废料存储运输'},
|
||
{'stock': '通裕重工', 'stock_code': '300185', 'reason': '生产核废料处理用设备。', 'category': '核废料存储运输'},
|
||
{'stock': '新莱福', 'stock_code': '301323', 'reason': '无铅核防护屏蔽材料可大幅减轻核防护重量。', 'category': '防辐射装备'},
|
||
{'stock': '捷强装备', 'stock_code': '300875', 'reason': '聚焦核生化安全领域，覆盖“侦察、防护、洗消”等主要环节。', 'category': '防辐射装备'},
|
||
{'stock': '沪江材料', 'stock_code': '920204', 'reason': '有核废料高阻隔集装袋产品用于核废料存放。', 'category': '防辐射装备'},
|
||
{'stock': '北化股份', 'stock_code': '002246', 'reason': '子公司生产的防毒面具、防护服可对核污染尘埃进行有效防护。', 'category': '防辐射装备'},
|
||
{'stock': '海伦哲', 'stock_code': '300201', 'reason': '全资子公司是核应急救援装备研发生产商，洗消技术国内领先。', 'category': '防辐射装备'},
|
||
{'stock': '华强科技', 'stock_code': '688151', 'reason': '具备研制生产核生化防护装备能力，核辐射防护服可用于核应急处理。', 'category': '防辐射装备'},
|
||
{'stock': '银邦股份', 'stock_code': '300337', 'reason': '防化洗消装备主要应用于核、生化攻击后的装备、人员洗消防护。', 'category': '防辐射装备'},
|
||
{'stock': '盛帮股份', 'stock_code': '301233', 'reason': '核防护业务产品主要应用于核工程防护类、个人穿戴类防护产品。', 'category': '防辐射装备'},
|
||
{'stock': '际华集团', 'stock_code': '601718', 'reason': '具备一定技术储备和产业基础。', 'category': '防辐射装备'},
|
||
{'stock': '应流股份', 'stock_code': '603308', 'reason': '防辐射装备相关概念。', 'category': '防辐射装备'},
|
||
{'stock': '力生制药', 'stock_code': '002393', 'reason': '碘化钾片是抗辐射药物，是国内生产企业之一，但尚未开展抗辐射药物研发。', 'category': '抗辐射药物'},
|
||
{'stock': '西陇科学', 'stock_code': '002584', 'reason': '产品包含碘化钾化学试剂和碘化钾原料药。', 'category': '抗辐射药物'},
|
||
];
|
||
this.stocks = stockData;
|
||
this.categories = ['全部', ...new Set(stockData.map(s => s.category))];
|
||
},
|
||
get filteredStocks() {
|
||
if (this.activeTab === '全部') {
|
||
return this.stocks;
|
||
}
|
||
return this.stocks.filter(stock => stock.category === this.activeTab);
|
||
}
|
||
}">
|
||
<h2 class="text-2xl font-bold text-white mb-4">相关个股梳理</h2>
|
||
<div class="tabs tabs-boxed bg-black/20 mb-4">
|
||
<template x-for="category in categories" :key="category">
|
||
<a class="tab"
|
||
:class="{ 'tab-active bg-indigo-600 !text-white': activeTab === category }"
|
||
@click="activeTab = category"
|
||
x-text="category"></a>
|
||
</template>
|
||
</div>
|
||
|
||
<div class="overflow-x-auto max-h-[600px] subtle-scrollbar">
|
||
<table class="table table-sm w-full">
|
||
<thead class="sticky top-0 bg-[#171b34]/80 backdrop-blur-sm z-10">
|
||
<tr class="text-indigo-200">
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑 / 业务关联</th>
|
||
<th>细分领域</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<template x-for="stock in filteredStocks" :key="stock.stock_code">
|
||
<tr class="hover:bg-indigo-900/20">
|
||
<td class="font-semibold text-white" x-text="stock.stock"></td>
|
||
<td>
|
||
<a :href="'https://valuefrontier.cn/company?scode=' + stock.stock_code"
|
||
target="_blank"
|
||
class="text-indigo-400 hover:text-indigo-200"
|
||
x-text="stock.stock_code"></a>
|
||
</td>
|
||
<td class="text-indigo-200 text-xs" x-text="stock.reason"></td>
|
||
<td><span class="badge badge-outline border-indigo-500/50 text-indigo-300" x-text="stock.category"></span></td>
|
||
</tr>
|
||
</template>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 涨幅异动分析 -->
|
||
<div class="bento-item bento-item-span-12 glass-card p-6">
|
||
<h2 class="text-2xl font-bold text-white mb-4">近期涨幅异动个股解析</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead class="bg-transparent text-indigo-200">
|
||
<tr>
|
||
<th>股票</th>
|
||
<th>异动日期</th>
|
||
<th>驱动概念</th>
|
||
<th class="w-1/2">核心结论与解析</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-indigo-900/20">
|
||
<td class="font-semibold text-white">融发核电 (002366)</td>
|
||
<td>2025-06-17</td>
|
||
<td><div class="badge badge-primary">核电</div> <div class="badge badge-secondary">重组</div></td>
|
||
<td class="text-xs text-indigo-200">受核电行业政策利好、核污染防治概念及重大资产重组预期等多重因素叠加驱动。公司作为核电领域重要参与者，将受益于行业扩容。</td>
|
||
</tr>
|
||
<tr class="hover:bg-indigo-900/20">
|
||
<td class="font-semibold text-white">蓝丰生化 (002513)</td>
|
||
<td>2025-06-17</td>
|
||
<td><div class="badge badge-accent">农药</div> <div class="badge badge-primary">光伏</div></td>
|
||
<td class="text-xs text-indigo-200">主要受农药行业涨价潮带动，叠加核污染防治概念（涉及核废料处理化学制剂）的市场炒作。</td>
|
||
</tr>
|
||
<tr class="hover:bg-indigo-900/20">
|
||
<td class="font-semibold text-white">华阳新材 (600281)</td>
|
||
<td>2025-06-13</td>
|
||
<td><div class="badge badge-info">稀土</div> <div class="badge badge-warning">甲醇</div></td>
|
||
<td class="text-xs text-indigo-200">主要受稀土出口政策利好和甲醇供应紧张等多重因素叠加影响，同时涉及小金属业务，与核污染防治概念关联。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
</div>
|
||
</main>
|
||
|
||
<footer class="text-center mt-12 py-6 border-t border-indigo-500/20">
|
||
<p class="text-indigo-400 text-sm">北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
|
||
<p class="text-indigo-600 text-xs mt-2">免责声明：本报告为AI合成数据，所有内容仅供参考，不构成任何投资建议，投资需谨慎。</p>
|
||
</footer>
|
||
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
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|
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|
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|
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|
||
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|
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|
||
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|
||
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|
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|
||
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|
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|
||
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|
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|
||
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|
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|
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|
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|
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||
{value: ['2024-08-07', 70], itemStyle: { borderRadius: [5, 5, 0, 0] }, name: '日本启动第8轮核污染水排海'},
|
||
{value: ['2024-08-19', 80], itemStyle: { borderRadius: [5, 5, 0, 0] }, name: 'IAEA称扎波罗热核电站形势恶化'},
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|
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|
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|
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|
||
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|
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|
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|
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|
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|
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