684 lines
43 KiB
HTML
684 lines
43 KiB
HTML
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<title>锂电池 - 深度行业研究</title>
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<div class="bg-space">
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<div id="stars"></div>
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<div class="container mx-auto p-4 md:p-8">
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<header class="text-center py-12">
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<h1 class="text-5xl md:text-7xl font-bold highlight-cyan tracking-wider">锂电池</h1>
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<p class="text-xl md:text-2xl mt-4 text-gray-300">深度行业研究报告</p>
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<p class="text-sm mt-8 text-gray-500">北京价值前沿科技有限公司 AI投研agent：“价小前投研”</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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<!-- Core View -->
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<div class="glass-card p-6 md:p-8 col-span-12 lg:col-span-8 prose prose-custom max-w-none">
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<h2 class="section-title">
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<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M3.75 3v11.25A2.25 2.25 0 0 0 6 16.5h12M3.75 3.75h16.5M12 21.75h-6a2.25 2.25 0 0 1-2.25-2.25V16.5" /></svg>
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核心观点摘要
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</h2>
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<p>锂电池行业正处于<strong class="highlight-green">周期性底部复苏与结构性创新共振</strong>的关键阶段。核心驱动力已从单一的电动汽车高速渗透，转变为<strong class="highlight-cyan">“电动化+储能”双轮驱动</strong>，并叠加消费电子技术升级带来的新需求。未来，行业的价值将进一步向具备全球竞争力的龙头企业、掌握下一代核心技术（如固态电池、硅碳负极）的创新者以及景气度最高的储能环节集中。</p>
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</div>
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<!-- Key Data -->
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<div class="glass-card p-6 col-span-12 lg:col-span-4 flex flex-col justify-center items-center space-y-4">
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<div class="text-center">
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<p class="text-lg text-gray-400">2025 H1全球产量</p>
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<p class="text-5xl font-bold highlight-cyan">986.5<span class="text-2xl ml-1">GWh</span></p>
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</div>
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<div class="text-center">
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<p class="text-lg text-gray-400">同比增长</p>
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<p class="text-5xl font-bold highlight-green">+48.3%</p>
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</div>
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</div>
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<!-- Concept Evolution -->
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<div class="glass-card p-6 md:p-8 col-span-12 prose prose-custom max-w-none">
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<h3 class="!mt-0">概念演进：从商业化到新纪元</h3>
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<ul class="timeline timeline-vertical">
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<li>
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<div class="timeline-start timeline-box glass-card !bg-opacity-70"><strong>1991年：技术奠基与商业化</strong><p>日本索尼推出全球首款商业化锂电池，应用于消费电子，开启锂电时代。</p></div>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg></div>
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<hr class="bg-cyan-400"/>
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</li>
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<li>
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<hr class="bg-cyan-400"/>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end timeline-box glass-card !bg-opacity-70"><strong>~2015年至今：动力电池崛起</strong><p>全球新能源汽车（EV）浪潮兴起，动力电池成为核心增长引擎。</p></div>
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<hr class="bg-cyan-400"/>
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</li>
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<li>
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<hr class="bg-cyan-400"/>
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<div class="timeline-start timeline-box glass-card !bg-opacity-70"><strong>2023-2024H1：周期性波动与产业出清</strong><p>经历价格下行周期，供给端持续收缩，产业进入优胜劣汰阶段。</p></div>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg></div>
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<hr class="bg-cyan-400"/>
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</li>
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<li>
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<hr class="bg-cyan-400"/>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end timeline-box glass-card !bg-opacity-70"><strong>2024H2-2025：景气度回暖与结构分化</strong><p>供需改善推动价格企稳，出口数据迎拐点，海外储能成核心驱动力。</p></div>
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<hr class="bg-cyan-400"/>
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</li>
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<li>
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<hr class="bg-cyan-400"/>
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<div class="timeline-start timeline-box glass-card !bg-opacity-70"><strong>进行时：下一代技术竞赛白热化</strong><p>固态电池（比亚迪计划2027年示范装车）、硅碳负极（2024年为放量元年）等技术创新加速。</p></div>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg></div>
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</li>
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</ul>
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</div>
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<!-- Charts -->
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<div class="glass-card p-6 md:p-8 col-span-12 lg:col-span-6">
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<h3 class="text-xl font-semibold mb-4 text-cyan-300">市场驱动力分析</h3>
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<div id="demand-chart" style="width: 100%; height: 400px;"></div>
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</div>
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<div class="glass-card p-6 md:p-8 col-span-12 lg:col-span-6">
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<h3 class="text-xl font-semibold mb-4 text-cyan-300">电动两轮车渗透率预期差</h3>
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<div id="penetration-chart" style="width: 100%; height: 400px;"></div>
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</div>
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<!-- Core Logic -->
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<div class="glass-card p-6 md:p-8 col-span-12 prose prose-custom max-w-none">
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<h2 class="section-title">
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<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M3.75 13.5l10.5-11.25L12 10.5h8.25L9.75 21.75 12 13.5H3.75z" /></svg>
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核心逻辑与市场认知
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</h2>
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<h4>核心驱动力</h4>
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<ol>
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<li><strong>需求结构性扩张：</strong>根本逻辑在于全球能源转型背景下，电化学储能需求的确定性增长。
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<ul>
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<li><strong>动力领域：</strong>进入“存量替换与结构升级”阶段，看点为快充、结构创新和成本优化。</li>
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<li><strong>储能领域：</strong>成为当前景气度最高的增长极。新闻出口数据明确指出，“金额转正...背后是海外储能景气度持续超预期”。</li>
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<li><strong>消费领域：</strong>由AI手机、可穿戴设备等新品类驱动，催生了硅碳负极及钢壳电池等技术迭代需求。</li>
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</ul>
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</li>
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<li><strong>技术迭代加速：</strong>对更高能量密度(>300 Wh/kg)、更高安全性、更快充电速度的追求，是驱动产业链价值重构的内生动力。</li>
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<li><strong>政策与标准护航：</strong>国内外政策从“普惠补贴”转向“规范与安全并重”，利好头部规范企业。</li>
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</ol>
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<h4>市场热度与情绪</h4>
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<p>市场情绪呈现<strong class="highlight-magenta">“短期乐观，长期分化”</strong>的特点。一方面，A股和美股板块多次大涨，反映了对行业触底反弹的乐观预期；另一方面，产业链不同环节（如电解液添加剂VC行业全行业亏损）和新技术商业化节奏（固态电池成本高昂）存在分歧和谨慎。</p>
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<h4>预期差分析</h4>
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<blockquote>
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<strong>关键认知偏差</strong>
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<ol>
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<li><strong>“锂进铅退”神话的破产：</strong>市场普遍认为锂电将全面替代铅酸。但数据显示，在电动两轮车领域，因安全事故频发，锂电渗透率从2022年的<strong class="text-red-400">25%骤降至2024H1的约10%</strong>。在国内数据中心，铅酸仍占<strong class="text-red-400">90%</strong>。安全问题是其在特定场景的致命短板。</li>
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<li><strong>固态电池的“理想”与“现实”：</strong>媒体常以“重大突破”报道，但其商业化面临界面问题、工艺难度、高成本（液态的2-3倍）和技术路线差异等巨大鸿沟。比亚迪2027年“示范装车”的表述也暗示距离大规模商用仍有距离。</li>
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<li><strong>全球化的“通途”与“壁垒”：</strong>中国企业出海成功，但在欧系车企中从“B角”转为“主供”的同时，也面临如“美国IRA政策限制中国电池短期空间”等结构性政策壁垒。</li>
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</ol>
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</blockquote>
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</div>
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<!-- Catalysts & Future Path -->
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<div class="glass-card p-6 md:p-8 col-span-12 bento-grid">
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<div class="col-span-12 md:col-span-6 prose prose-custom max-w-none">
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<h3 class="!mt-0 highlight-green">近期催化剂 (未来3-6个月)</h3>
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<ul>
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<li><strong>储能出口数据：</strong>月度数据是验证海外高景气度的核心指标。</li>
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<li><strong>苹果新品技术路线：</strong>若2025年导入硅碳负极/钢壳电池，将引爆消费电池产业链。</li>
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<li><strong>固态电池材料/设备定点：</strong>25年下半年是关键期，订单突破是实质性信号。</li>
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<li><strong>关键原材料价格：</strong>碳酸锂价格能否稳定将影响中下游盈利预期。</li>
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</ul>
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</div>
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<div class="col-span-12 md:col-span-6 prose prose-custom max-w-none">
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<h3 class="!mt-0 highlight-cyan">长期发展路径</h3>
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<ul>
|
||
<li><strong>液态锂电成熟期 (当前-2027)：</strong>竞争焦点为成本控制（LFP）、性能优化（4C快充）和结构创新（4680）。</li>
|
||
<li><strong>混合固液导入期 (2026-2028)：</strong>半固态将在高端车型小批量测试，验证新材料体系。</li>
|
||
<li><strong>全固态商业化探索期 (2028-2030+)：</strong>工艺成熟、成本下降后有望开始商业化，颠覆现有产业链。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Key Players -->
|
||
<div class="glass-card p-6 md:p-8 col-span-12">
|
||
<h2 class="section-title">
|
||
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor" class="w-6 h-6"><path stroke-linecap="round" stroke-linejoin="round" d="M18 18.72a9.094 9.094 0 0 0 3.741-.479 3 3 0 0 0-4.682-2.72m-7.5-2.962A3.75 3.75 0 0 1 15 12a3.75 3.75 0 0 1-2.25 3.512m-3.75-2.253a3.75 3.75 0 0 0-6.25 2.253v.032a3.75 3.75 0 0 0 6.25-2.253v-.032Z" /></svg>
|
||
核心玩家对比
|
||
</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-6">
|
||
<div class="glass-card p-4 !bg-opacity-60">
|
||
<h4 class="font-bold text-lg text-cyan-300">宁德时代 (CATL)</h4>
|
||
<p class="text-sm text-gray-300"><strong>绝对领导者</strong><br>全球份额第一 (37.8%)，技术全面领先，客户优质，成本控制力强。风险在于海外政策限制和车企“二供”压力。</p>
|
||
</div>
|
||
<div class="glass-card p-4 !bg-opacity-60">
|
||
<h4 class="font-bold text-lg text-cyan-300">比亚迪 (BYD)</h4>
|
||
<p class="text-sm text-gray-300"><strong>垂直整合巨头</strong><br>“整车+电池”一体化模式，成本控制和协同能力强。“刀片电池”技术引领LFP回归。风险在于电池外供扩张速度。</p>
|
||
</div>
|
||
<div class="glass-card p-4 !bg-opacity-60">
|
||
<h4 class="font-bold text-lg text-cyan-300">亿纬锂能 (EVE)</h4>
|
||
<p class="text-sm text-gray-300"><strong>弹性增长追赶者</strong><br>业务结构多元，储能业务异军突起 (全球第二)，深度绑定宝马 (4695大圆柱)，全球化布局领先。成长弹性大。</p>
|
||
</div>
|
||
<div class="glass-card p-4 !bg-opacity-60">
|
||
<h4 class="font-bold text-lg text-cyan-300">珠海冠宇 & 欣旺达</h4>
|
||
<p class="text-sm text-gray-300"><strong>消费电池龙头</strong><br>受益于消费电子技术升级（AI手机），在硅碳负极、钢壳电池等创新方向具备先发优势和高价值增量。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Risks -->
|
||
<div class="glass-card p-6 md:p-8 col-span-12 prose prose-custom max-w-none">
|
||
<h2 class="section-title">
|
||
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M12 9v3.75m-9.303 3.376c-.866 1.5.217 3.374 1.948 3.374h14.71c1.73 0 2.813-1.874 1.948-3.374L13.949 3.378c-.866-1.5-3.032-1.5-3.898 0L2.697 16.126ZM12 15.75h.007v.008H12v-.008Z" /></svg>
|
||
潜在风险与挑战
|
||
</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-x-8">
|
||
<div>
|
||
<h4>技术风险</h4>
|
||
<ul>
|
||
<li><strong>液态电池安全瓶颈：</strong>热失控问题是根本性挑战，已在部分场景造成市场替代进程逆转。</li>
|
||
<li><strong>固态电池产业化不确定性：</strong>在界面、工艺、成本等方面存在巨大挑战，量产时间可能远慢于市场预期。</li>
|
||
</ul>
|
||
<h4>商业化风险</h4>
|
||
<ul>
|
||
<li><strong>产能过剩与价格战：</strong>行业仍面临结构性产能过剩，价格战压力长期存在。</li>
|
||
<li><strong>下游需求波动：</strong>新能源车销量增速放缓、储能装机不及预期等都可能造成冲击。</li>
|
||
<li><strong>原材料价格剧烈波动：</strong>严重扰乱产业链的成本控制和盈利预期。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h4>政策与竞争风险</h4>
|
||
<ul>
|
||
<li><strong>地缘政治风险：</strong>以美国IRA法案为代表的贸易保护主义政策构成直接威胁。</li>
|
||
<li><strong>国际标准与法规：</strong>欧盟《新电池法》等将增加中国企业的合规成本。</li>
|
||
</ul>
|
||
<h4>信息交叉验证风险</h4>
|
||
<ul>
|
||
<li><strong>新闻热度与基本面脱节：</strong>短期情绪驱动的“板块大涨”与行业盈利分化、技术瓶颈等基本面问题存在矛盾。</li>
|
||
<li><strong>宏大叙事与微观现实冲突：</strong>例如，“中国主导全球”与“IRA法案限制”的冲突。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Investment启示 -->
|
||
<div class="glass-card p-6 md:p-8 col-span-12 prose prose-custom max-w-none">
|
||
<h2 class="section-title">
|
||
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M2.25 18.75a60.07 60.07 0 0 1 15.797 2.101c.727.198 1.453-.342 1.453-1.096V18.75M3.75 4.5v.75A.75.75 0 0 1 3 6h-.75m0 0v-.375c0-.621.504-1.125 1.125-1.125H20.25M2.25 6v9m18-10.5v.75c0 .414.336.75.75.75h.75m-1.5-1.5h.375c.621 0 1.125.504 1.125 1.125v9.75c0 .621-.504 1.125-1.125 1.125h-.375m1.5-1.5H21a.75.75 0 0 0-.75.75v.75m0 0H3.75m0 0h-.375a1.125 1.125 0 0 1-1.125-1.125V6.375c0-.621.504-1.125 1.125-1.125h.375m18 0h.375a1.125 1.125 0 0 0 1.125-1.125V6.375c0-.621-.504-1.125-1.125-1.125h-.375M3.75 21v-6.125A2.25 2.25 0 0 0 3 12.75H1.5M16.5 21v-6.125a2.25 2.25 0 0 1-.75-1.625h-1.5m19.5 0v.375c0 .621-.504 1.125-1.125 1.125h-.375m0-1.5h.375c.621 0 1.125.504 1.125 1.125v.375m-19.5 0h.375c.621 0 1.125.504 1.125 1.125v.375m0-1.5h-.375a1.125 1.125 0 0 0-1.125 1.125v.375m9-1.5h-3v-3h3v3Z" /></svg>
|
||
综合结论与投资启示
|
||
</h2>
|
||
<p>锂电池概念已脱离纯粹的主题炒作，进入<strong class="highlight-cyan">“基本面驱动”与“技术主题投资”并存的复杂阶段</strong>。液态电池产业链是成熟制造业，投资逻辑基于周期、格局和成本；而固态电池、硅碳负极等新技术方向仍处于主题投资阶段，股价波动更多由事件驱动。</p>
|
||
<h4>最具投资价值的细分环节</h4>
|
||
<ol>
|
||
<li><strong>海外储能：</strong>基于明确的出口数据拐点和高景气度，是当前确定性最高的环节。关注具备海外渠道、品牌和认证优势的企业 (如<strong class="highlight-green">宁德时代、亿纬锂能</strong>)。</li>
|
||
<li><strong>消费电池技术创新：</strong>AI手机等新终端带来的“刚需”，使得<strong class="highlight-green">硅碳负极</strong>和<strong class="highlight-green">钢壳电池</strong>等创新方向具备高确定性和价值增量。关注相关材料、电芯和设备 (如<strong class="highlight-green">欣旺达、珠海冠宇、联赢激光</strong>)。</li>
|
||
<li><strong>一体化龙头：</strong>只有具备规模、技术、资本和客户优势的一体化龙头 (<strong class="highlight-green">宁德时代、比亚迪</strong>) 能够穿越周期，长期配置价值凸显。</li>
|
||
</ol>
|
||
<h4>需重点跟踪的关键指标</h4>
|
||
<ul>
|
||
<li><strong>量价指标：</strong>月度锂电池出口金额及增速；碳酸锂等核心材料价格。</li>
|
||
<li><strong>技术渗透率：</strong>硅碳负极/半固态电池的搭载率、装车量和成本数据。</li>
|
||
<li><strong>企业盈利能力：</strong>头部电池厂的毛利率和净利率变化。</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<!-- Stock Tables -->
|
||
<div class="glass-card p-6 md:p-8 col-span-12">
|
||
<h2 class="section-title">
|
||
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor" class="w-6 h-6"><path stroke-linecap="round" stroke-linejoin="round" d="M9 17.25v1.007a3 3 0 0 1-.879 2.122L7.5 21h9l-.621-.621A3 3 0 0 1 15 18.257V17.25m6-12V15a2.25 2.25 0 0 1-2.25 2.25H5.25A2.25 2.25 0 0 1 3 15V5.25m18 0A2.25 2.25 0 0 0 18.75 3H5.25A2.25 2.25 0 0 0 3 5.25m18 0V12a2.25 2.25 0 0 1-2.25 2.25H5.25A2.25 2.25 0 0 1 3 12V5.25" /></svg>
|
||
产业链核心标的
|
||
</h2>
|
||
<div id="stock-tables-container" class="space-y-12"></div>
|
||
</div>
|
||
<!-- Rise Analysis Table -->
|
||
<div class="glass-card p-6 md:p-8 col-span-12">
|
||
<h3 class="text-xl font-bold mb-4 text-cyan-300">涨幅异动分析</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>代码</th>
|
||
<th>涨跌幅</th>
|
||
<th>日期</th>
|
||
<th>异动原因摘要</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody id="rise-analysis-body">
|
||
<!-- Data will be injected by JavaScript -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
</div>
|
||
</main>
|
||
|
||
<footer class="text-center py-12">
|
||
<p class="text-sm text-gray-500">本报告由 北京价值前沿科技有限公司 AI投研agent：“价小前投研” 合成呈现。</p>
|
||
<p class="text-xs text-gray-600 mt-2">免责声明：本报告内容基于公开信息整理，为AI合成数据，仅供参考，不构成任何投资建议。投资者应独立判断，审慎决策。股市有风险，投资需谨慎。</p>
|
||
</footer>
|
||
</div>
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
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|
||
"锂电池（240509）": {
|
||
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|
||
{ "stock": "赣锋锂业", "reason": "锂辉石提锂碳酸锂权益当量第一，401万吨；盐湖提锂碳...", "stock_code": "002460" },
|
||
{ "stock": "天齐锂业", "reason": "锂辉石提锂碳酸锂权益当量第二，397万吨；盐湖提锂碳...", "stock_code": "002466" },
|
||
{ "stock": "中矿资源", "reason": "锂辉石提锂碳酸锂权益当量第三，241万吨", "stock_code": "002738" },
|
||
{ "stock": "天华新能", "reason": "锂辉石提锂碳酸锂权益当量第四，175.45万吨", "stock_code": "300390" },
|
||
{ "stock": "雅化集团", "reason": "锂辉石提锂碳酸锂权益储量第五，160万吨", "stock_code": "002497" },
|
||
{ "stock": "融捷股份", "reason": "锂辉石提锂碳酸锂权益储量第六，72.48万吨", "stock_code": "002192" },
|
||
{ "stock": "盛新锂能", "reason": "锂辉石提锂碳酸锂权益当量第七，72万吨", "stock_code": "002240" },
|
||
{ "stock": "川能动力", "reason": "锂辉石提锂碳酸锂权益储量第八，38万吨", "stock_code": "000155" }
|
||
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|
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{ "stock": "西藏矿业", "reason": "盐湖提锂锂营收占比第一，85.57%，18.9亿；碳酸锂储...", "stock_code": "000762" },
|
||
{ "stock": "藏格矿业", "reason": "盐湖提锂锂营收占比第二，52.76%，42.23亿；碳酸锂...", "stock_code": "000408" },
|
||
{ "stock": "盐湖股份", "reason": "盐湖提锂锂营收占比第三，37.26%，114.57亿元；氯...", "stock_code": "000792" },
|
||
{ "stock": "西藏城投", "reason": "锂盐规划产能4万吨/年，碳酸锂储量390万吨", "stock_code": "600773" },
|
||
{ "stock": "西藏珠峰", "reason": "锂盐规划产能5.5万吨，碳酸锂储量205万吨", "stock_code": "600338" },
|
||
{ "stock": "科达制造", "reason": "锂盐产能3万吨/年，氯化锂储量1204万吨", "stock_code": "600499" }
|
||
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|
||
"锂矿-云母提锂": [
|
||
{ "stock": "江特电机", "reason": "云母提锂产能A股第一，产能3万吨，规划产能6万吨，储...", "stock_code": "002176" },
|
||
{ "stock": "永兴材料", "reason": "云母提锂产能A股第二，产能3万吨，规划产能3万吨，储...", "stock_code": "002756" },
|
||
{ "stock": "威领股份", "reason": "云母提锂产能A股第三，产能1万吨，规划产能1万吨。", "stock_code": "002667" },
|
||
{ "stock": "国轩高科", "reason": "云母提锂产能A股第四，产能0.8万吨，规划产能12万吨...", "stock_code": "002074" }
|
||
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|
||
"正极材料-磷酸铁锂": [
|
||
{ "stock": "德方纳米", "reason": "磷酸铁锂产能第一，2021年产能15.5万吨", "stock_code": "300769" },
|
||
{ "stock": "湖南裕能", "reason": "磷酸铁锂产能第二，2021年产能10.55万吨", "stock_code": "301358" },
|
||
{ "stock": "龙蟠科技", "reason": "磷酸铁锂产能第三，2021年产能8万吨", "stock_code": "603906" },
|
||
{ "stock": "富临精工", "reason": "磷酸铁锂产能第四，2021年产能6.2万吨", "stock_code": "300432" }
|
||
],
|
||
"正极材料-三元材料":[
|
||
{ "stock": "容百科技", "reason": "三元正极材料市占率第一，市占率14%", "stock_code": "688005" },
|
||
{ "stock": "当升科技", "reason": "三元正极材料市占率第二，市占率12%", "stock_code": "300073" },
|
||
{ "stock": "中伟股份", "reason": "三元前驱营收第一，2021年营收153.64亿", "stock_code": "300919" },
|
||
{ "stock": "格林美", "reason": "三元前驱营收第二，2021年营收94.24亿", "stock_code": "002340" }
|
||
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|
||
"负极材料": [
|
||
{ "stock": "璞泰来", "reason": "人造石墨市占率第一，23%", "stock_code": "603659" },
|
||
{ "stock": "杉杉股份", "reason": "人造石墨市占率第二，20%", "stock_code": "600884" },
|
||
{ "stock": "翔丰华", "reason": "天然石墨市占率第二，8%", "stock_code": "300890" },
|
||
{ "stock": "中科电气", "reason": "天然石墨市占率第四，5%", "stock_code": "300035" }
|
||
],
|
||
"电解液": [
|
||
{ "stock": "天赐材料", "reason": "电解液产能第一，六氟磷酸锂产能A股第一", "stock_code": "002709" },
|
||
{ "stock": "新宙邦", "reason": "电解液产能第二，双氟磺酰亚胺锂市占率第五", "stock_code": "300037" },
|
||
{ "stock": "多氟多", "reason": "六氟磷酸锂产能A股第二", "stock_code": "002407" },
|
||
{ "stock": "永太科技", "reason": "电解液添加剂产能A股第一", "stock_code": "002326" }
|
||
],
|
||
"隔膜": [
|
||
{ "stock": "恩捷股份", "reason": "隔膜市占率A股第一，39%", "stock_code": "002812" },
|
||
{ "stock": "星源材质", "reason": "隔膜市占率A股第二，14%", "stock_code": "300568" },
|
||
{ "stock": "中材科技", "reason": "隔膜市占率A股第三，11%", "stock_code": "002080" }
|
||
],
|
||
"铜箔": [
|
||
{ "stock": "德福科技", "reason": "锂电铜箔业务营收第一，48.97亿", "stock_code": "301511" },
|
||
{ "stock": "嘉元科技", "reason": "锂电铜箔业务营收第二，44.66亿", "stock_code": "688388" },
|
||
{ "stock": "诺德股份", "reason": "锂电铜箔业务营收第三，42.87亿", "stock_code": "600110" }
|
||
],
|
||
"铝箔": [
|
||
{ "stock": "鼎胜新材", "reason": "铝箔产能第一，产能9.0万吨", "stock_code": "603876" },
|
||
{ "stock": "万顺新材", "reason": "铝箔产能第二，产能4.0万吨", "stock_code": "300057" },
|
||
{ "stock": "云铝股份", "reason": "铝箔产能第三，产能3.5万吨", "stock_code": "000807" }
|
||
],
|
||
"设备": [
|
||
{ "stock": "先导智能", "reason": "锂电设备品类规模第一，覆盖全领域", "stock_code": "300450" },
|
||
{ "stock": "赢合科技", "reason": "锂电设备品类规模第一，覆盖前、中、后段", "stock_code": "300457" },
|
||
{ "stock": "杭可科技", "reason": "锂电后段设备营收第一，30.33亿", "stock_code": "688006" },
|
||
{ "stock": "联赢激光", "reason": "锂电激光焊接设备营收第一，23.35亿", "stock_code": "688518" }
|
||
]
|
||
}
|
||
};
|
||
|
||
const riseAnalysisData = [
|
||
{ "stock": "科华控股", "stock_code": "603161", "rise_rate": 10.0, "trade_date": "2025-06-20", "reason": "受锂电池和氢能源消息驱动，特别是福建氢能规划和锂电池研发进展刺激。" },
|
||
{ "stock": "时代万恒", "stock_code": "600241", "rise_rate": 10.0, "trade_date": "2025-06-26", "reason": "主要受重组预期推动，叠加锂电池概念风口效应。" },
|
||
{ "stock": "丰元股份", "stock_code": "002805", "rise_rate": 10.03, "trade_date": "2025-06-19", "reason": "受固态电池行业会议催化及储能、锂电池等概念板块的热点轮动推动。" },
|
||
{ "stock": "洪田股份", "stock_code": "603800", "rise_rate": 10.01, "trade_date": "2025-06-24", "reason": "受益于PET铜箔概念板块强势表现，叠加锂电池和固态电池行业景气度提升。" },
|
||
{ "stock": "百合花", "stock_code": "603823", "rise_rate": 9.97, "trade_date": "2025-06-19", "reason": "因光刻胶颜料销售与新增专利带来成长预期，叠加锂电池概念催化。" },
|
||
{ "stock": "金鹰股份", "stock_code": "600232", "rise_rate": 10.0, "trade_date": "2025-06-11", "reason": "受益于锂电池板块整体走强和越南投资布局预期，叠加H1业绩大增支撑。" },
|
||
{ "stock": "昇辉科技", "stock_code": "300423", "rise_rate": 6.02, "trade_date": "2025-06-30", "reason": "核心催化剂为同花顺添加“锂电池”概念，引发市场关注和资金流入。" },
|
||
{ "stock": "石大胜华", "stock_code": "603026", "rise_rate": 5.51, "trade_date": "2025-07-21", "reason": "受益于锂电池板块轮动，新材料行业复苏预期，及主力资金流入。" },
|
||
{ "stock": "维远股份", "stock_code": "600955", "rise_rate": 9.98, "trade_date": "2025-06-23", "reason": "受锂电池出口增长、并购重组传闻及储能市场向好等多重因素驱动。" },
|
||
{ "stock": "珠海冠宇", "stock_code": "688772", "rise_rate": 6.82, "trade_date": "2025-08-15", "reason": "受锂电池板块整体走高、3C认证新规及与宇树科技合作传闻等因素影响。" }
|
||
];
|
||
|
||
const tablesContainer = document.getElementById('stock-tables-container');
|
||
const mainData = stockData['锂电池（240509）'];
|
||
|
||
for (const category in mainData) {
|
||
const stocks = mainData[category];
|
||
|
||
let tableHTML = `
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-4 text-cyan-300">${category}</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>代码</th>
|
||
<th>核心逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
`;
|
||
|
||
stocks.forEach(stock => {
|
||
tableHTML += `
|
||
<tr>
|
||
<td class="font-semibold text-white">${stock.stock}</td>
|
||
<td>${stock.stock_code ? `<a href="https://valuefrontier.cn/company?scode=${stock.stock_code}" target="_blank" class="text-cyan-400 hover:text-cyan-200">${stock.stock_code}</a>` : 'N/A'}</td>
|
||
<td>${stock.reason}</td>
|
||
</tr>
|
||
`;
|
||
});
|
||
|
||
tableHTML += `
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
`;
|
||
tablesContainer.innerHTML += tableHTML;
|
||
}
|
||
|
||
const riseAnalysisBody = document.getElementById('rise-analysis-body');
|
||
riseAnalysisData.forEach(item => {
|
||
const row = `
|
||
<tr>
|
||
<td class="font-semibold text-white">${item.stock}</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=${item.stock_code}" target="_blank" class="text-cyan-400 hover:text-cyan-200">${item.stock_code}</a></td>
|
||
<td class="${item.rise_rate > 0 ? 'text-green-400' : 'text-red-400'} font-mono">${item.rise_rate.toFixed(2)}%</td>
|
||
<td class="font-mono">${item.trade_date}</td>
|
||
<td>${item.reason}</td>
|
||
</tr>
|
||
`;
|
||
riseAnalysisBody.innerHTML += row;
|
||
});
|
||
|
||
|
||
// ECharts Instances
|
||
const chartTheme = {
|
||
color: ['#00ffff', '#ff00ff', '#00ff99', '#fde047', '#93c5fd', '#a5b4fc'],
|
||
backgroundColor: 'transparent',
|
||
textStyle: {
|
||
color: '#E0E0E0'
|
||
},
|
||
title: {
|
||
textStyle: {
|
||
color: '#E0E0E0'
|
||
}
|
||
},
|
||
legend: {
|
||
textStyle: {
|
||
color: '#E0E0E0'
|
||
}
|
||
},
|
||
tooltip: {
|
||
backgroundColor: 'rgba(10, 15, 30, 0.8)',
|
||
borderColor: 'rgba(0, 255, 255, 0.3)',
|
||
textStyle: {
|
||
color: '#E0E0E0'
|
||
}
|
||
},
|
||
xAxis: {
|
||
axisLine: {
|
||
lineStyle: {
|
||
color: 'rgba(100, 120, 180, 0.5)'
|
||
}
|
||
},
|
||
splitLine: {
|
||
show: false
|
||
}
|
||
},
|
||
yAxis: {
|
||
axisLine: {
|
||
lineStyle: {
|
||
color: 'rgba(100, 120, 180, 0.5)'
|
||
}
|
||
},
|
||
splitLine: {
|
||
lineStyle: {
|
||
color: 'rgba(100, 120, 180, 0.1)'
|
||
}
|
||
}
|
||
}
|
||
};
|
||
|
||
const demandChart = echarts.init(document.getElementById('demand-chart'), null, {renderer: 'svg'});
|
||
const penetrationChart = echarts.init(document.getElementById('penetration-chart'), null, {renderer: 'svg'});
|
||
|
||
demandChart.setOption({
|
||
...chartTheme,
|
||
tooltip: { trigger: 'item' },
|
||
legend: { top: '5%', left: 'center' },
|
||
series: [{
|
||
name: '需求驱动力',
|
||
type: 'pie',
|
||
radius: ['40%', '70%'],
|
||
avoidLabelOverlap: false,
|
||
itemStyle: {
|
||
borderRadius: 10,
|
||
borderColor: '#000010',
|
||
borderWidth: 2
|
||
},
|
||
label: { show: false, position: 'center' },
|
||
emphasis: {
|
||
label: { show: true, fontSize: 20, fontWeight: 'bold' }
|
||
},
|
||
labelLine: { show: false },
|
||
data: [
|
||
{ value: 50, name: '动力电池 (结构升级)' },
|
||
{ value: 35, name: '储能电池 (高景气度)' },
|
||
{ value: 15, name: '消费电池 (技术迭代)' }
|
||
]
|
||
}]
|
||
});
|
||
|
||
penetrationChart.setOption({
|
||
...chartTheme,
|
||
title: {
|
||
text: '锂电 vs 铅酸 (电动两轮车)',
|
||
subtext: '安全问题导致渗透率逆转',
|
||
left: 'center'
|
||
},
|
||
tooltip: { trigger: 'axis' },
|
||
xAxis: {
|
||
type: 'category',
|
||
data: ['2022', '2023', '2024 H1']
|
||
},
|
||
yAxis: {
|
||
type: 'value',
|
||
axisLabel: { formatter: '{value} %' }
|
||
},
|
||
series: [{
|
||
data: [25, 18, 10],
|
||
type: 'line',
|
||
symbol: 'circle',
|
||
symbolSize: 10,
|
||
smooth: true,
|
||
areaStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{
|
||
offset: 0,
|
||
color: 'rgba(255, 0, 255, 0.3)'
|
||
}, {
|
||
offset: 1,
|
||
color: 'rgba(255, 0, 255, 0)'
|
||
}])
|
||
}
|
||
}]
|
||
});
|
||
|
||
window.addEventListener('resize', () => {
|
||
demandChart.resize();
|
||
penetrationChart.resize();
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |