Files
vf_react/public/htmls/磷化工六氟磷酸锂.html
2025-11-13 17:38:54 +08:00

602 lines
30 KiB
HTML
Raw Blame History

This file contains ambiguous Unicode characters

This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.

<!DOCTYPE html>
<html lang="zh-CN">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>磷化工六氟磷酸锂 - 深度投资分析</title>
<script src="https://cdn.tailwindcss.com"></script>
<script src="https://unpkg.com/scrollreveal@4.0.0/dist/scrollreveal.min.js"></script>
<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
<style>
@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap');
* {
font-family: 'Inter', sans-serif;
}
.gradient-bg {
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
}
.glass-effect {
background: rgba(255, 255, 255, 0.1);
backdrop-filter: blur(10px);
border: 1px solid rgba(255, 255, 255, 0.2);
}
.card-hover {
transition: all 0.3s ease;
}
.card-hover:hover {
transform: translateY(-5px);
box-shadow: 0 20px 40px rgba(0,0,0,0.1);
}
.price-chart {
background: linear-gradient(180deg, rgba(99, 102, 241, 0.1) 0%, rgba(99, 102, 241, 0.05) 100%);
}
@keyframes float {
0% { transform: translateY(0px); }
50% { transform: translateY(-20px); }
100% { transform: translateY(0px); }
}
.float-animation {
animation: float 6s ease-in-out infinite;
}
.glow {
box-shadow: 0 0 20px rgba(99, 102, 241, 0.5);
}
.timeline-dot {
position: relative;
}
.timeline-dot::before {
content: '';
position: absolute;
width: 100%;
height: 100%;
background: inherit;
border-radius: 50%;
animation: pulse 2s infinite;
}
@keyframes pulse {
0% {
transform: scale(1);
opacity: 1;
}
100% {
transform: scale(2);
opacity: 0;
}
}
</style>
</head>
<body class="bg-gray-50">
<!-- Navigation -->
<nav class="fixed top-0 w-full z-50 glass-effect text-white">
<div class="container mx-auto px-4 py-3">
<div class="flex justify-between items-center">
<div class="flex items-center space-x-2">
<i class="fas fa-bolt text-2xl text-yellow-400"></i>
<span class="text-xl font-bold">LiPF₆ 深度分析</span>
</div>
<div class="hidden md:flex space-x-6">
<a href="#overview" class="hover:text-yellow-400 transition">概念概览</a>
<a href="#timeline" class="hover:text-yellow-400 transition">时间轴</a>
<a href="#companies" class="hover:text-yellow-400 transition">核心公司</a>
<a href="#risks" class="hover:text-yellow-400 transition">风险分析</a>
</div>
</div>
</div>
</nav>
<!-- Hero Section -->
<section class="gradient-bg min-h-screen flex items-center justify-center text-white relative overflow-hidden">
<div class="absolute inset-0 opacity-20">
<div class="absolute top-10 left-10 w-72 h-72 bg-yellow-400 rounded-full filter blur-3xl float-animation"></div>
<div class="absolute bottom-10 right-10 w-96 h-96 bg-purple-400 rounded-full filter blur-3xl float-animation" style="animation-delay: 3s;"></div>
</div>
<div class="container mx-auto px-4 relative z-10">
<div class="text-center">
<h1 class="text-5xl md:text-7xl font-bold mb-6">
磷化工六氟磷酸锂
</h1>
<p class="text-xl md:text-2xl mb-8 opacity-90">
供需逆转引爆价格暴涨 | 周期底部迎来强劲反转
</p>
<div class="flex justify-center space-x-8 mb-12">
<div class="text-center">
<div class="text-4xl font-bold text-yellow-400">76.23%</div>
<div class="text-sm opacity-80">价格涨幅</div>
</div>
<div class="text-center">
<div class="text-4xl font-bold text-green-400">10.75万</div>
<div class="text-sm opacity-80">当前价格(元/吨)</div>
</div>
<div class="text-center">
<div class="text-4xl font-bold text-blue-400">70%+</div>
<div class="text-sm opacity-80">龙头市场份额</div>
</div>
</div>
<div class="flex justify-center space-x-4">
<button onclick="document.getElementById('overview').scrollIntoView()" class="bg-white text-purple-700 px-8 py-3 rounded-full font-semibold hover:bg-opacity-90 transition">
深入了解
</button>
<button onclick="document.getElementById('companies').scrollIntoView()" class="border-2 border-white px-8 py-3 rounded-full font-semibold hover:bg-white hover:text-purple-700 transition">
查看标的
</button>
</div>
</div>
</div>
<div class="absolute bottom-10 left-1/2 transform -translate-x-1/2 animate-bounce">
<i class="fas fa-chevron-down text-3xl"></i>
</div>
</section>
<!-- Overview Section -->
<section id="overview" class="py-20">
<div class="container mx-auto px-4">
<div class="text-center mb-12">
<h2 class="text-4xl font-bold text-gray-800 mb-4">核心逻辑分析</h2>
<p class="text-xl text-gray-600">供需双击下的超级周期</p>
</div>
<div class="grid md:grid-cols-2 gap-8 mb-12">
<div class="bg-white rounded-2xl p-8 card-hover shadow-lg">
<div class="flex items-center mb-4">
<div class="w-12 h-12 bg-green-100 rounded-lg flex items-center justify-center mr-4">
<i class="fas fa-arrow-trend-up text-green-600 text-xl"></i>
</div>
<h3 class="text-2xl font-bold text-gray-800">需求端超预期</h3>
</div>
<ul class="space-y-3 text-gray-600">
<li class="flex items-start">
<i class="fas fa-check-circle text-green-500 mt-1 mr-3"></i>
<span>国内"以旧换新"政策刺激年末抢装</span>
</li>
<li class="flex items-start">
<i class="fas fa-check-circle text-green-500 mt-1 mr-3"></i>
<span>海外储能需求持续旺盛,成为新增量</span>
</li>
<li class="flex items-start">
<i class="fas fa-check-circle text-green-500 mt-1 mr-3"></i>
<span>2024年10月电池产量创历史新高113.1GWh</span>
</li>
<li class="flex items-start">
<i class="fas fa-check-circle text-green-500 mt-1 mr-3"></i>
<span>2025年预计需求21-23万吨增速20%+</span>
</li>
</ul>
</div>
<div class="bg-white rounded-2xl p-8 card-hover shadow-lg">
<div class="flex items-center mb-4">
<div class="w-12 h-12 bg-red-100 rounded-lg flex items-center justify-center mr-4">
<i class="fas fa-warehouse text-red-600 text-xl"></i>
</div>
<h3 class="text-2xl font-bold text-gray-800">供给端刚性约束</h3>
</div>
<ul class="space-y-3 text-gray-600">
<li class="flex items-start">
<i class="fas fa-times-circle text-red-500 mt-1 mr-3"></i>
<span>高成本产能已实质性关停,行业深度洗牌</span>
</li>
<li class="flex items-start">
<i class="fas fa-times-circle text-red-500 mt-1 mr-3"></i>
<span>头部企业扩产谨慎,需长期订单支撑</span>
</li>
<li class="flex items-start">
<i class="fas fa-times-circle text-red-500 mt-1 mr-3"></i>
<span>呆滞产能5万吨重启门槛高需10万+价格)</span>
</li>
<li class="flex items-start">
<i class="fas fa-times-circle text-red-500 mt-1 mr-3"></i>
<span>CR3超70%龙头产能利用率80%+</span>
</li>
</ul>
</div>
</div>
<!-- Price Chart -->
<div class="bg-white rounded-2xl p-8 shadow-lg">
<h3 class="text-2xl font-bold text-gray-800 mb-6">价格走势图</h3>
<div class="price-chart rounded-lg p-4">
<canvas id="priceChart" height="100"></canvas>
</div>
</div>
</div>
</section>
<!-- Timeline Section -->
<section id="timeline" class="py-20 bg-gray-100">
<div class="container mx-auto px-4">
<div class="text-center mb-12">
<h2 class="text-4xl font-bold text-gray-800 mb-4">关键时间轴</h2>
<p class="text-xl text-gray-600">从低谷到狂热的演变历程</p>
</div>
<div class="relative">
<div class="absolute left-1/2 transform -translate-x-1/2 h-full w-1 bg-gradient-to-b from-purple-500 to-yellow-500"></div>
<!-- Timeline Events -->
<div class="space-y-12">
<div class="flex items-center justify-end md:w-1/2 pr-8 relative">
<div class="bg-white rounded-xl p-6 shadow-lg card-hover">
<div class="text-sm text-purple-600 font-semibold mb-2">2024年11月</div>
<div class="text-lg font-bold text-gray-800 mb-2">价格触底反弹</div>
<div class="text-gray-600">价格从底部上涨3.7%至5.65万元/吨,行业毛利润由亏转盈</div>
</div>
<div class="absolute right-0 w-4 h-4 bg-purple-500 rounded-full timeline-dot transform translate-x-1/2"></div>
</div>
<div class="flex items-center justify-start md:w-1/2 md:ml-auto pl-8 relative">
<div class="bg-white rounded-xl p-6 shadow-lg card-hover">
<div class="text-sm text-blue-600 font-semibold mb-2">2025年9月</div>
<div class="text-lg font-bold text-gray-800 mb-2">预期发酵</div>
<div class="text-gray-600">中金报告指出最先触底涨价价格从5.0涨至5.7万元/吨</div>
</div>
<div class="absolute left-0 w-4 h-4 bg-blue-500 rounded-full timeline-dot transform -translate-x-1/2"></div>
</div>
<div class="flex items-center justify-end md:w-1/2 pr-8 relative">
<div class="bg-white rounded-xl p-6 shadow-lg card-hover">
<div class="text-sm text-green-600 font-semibold mb-2">2025年10月</div>
<div class="text-lg font-bold text-gray-800 mb-2">价格暴涨</div>
<div class="text-gray-600">单月上涨44%十天跳涨33%,市场情绪被点燃</div>
</div>
<div class="absolute right-0 w-4 h-4 bg-green-500 rounded-full timeline-dot transform translate-x-1/2"></div>
</div>
<div class="flex items-center justify-start md:w-1/2 md:ml-auto pl-8 relative">
<div class="bg-white rounded-xl p-6 shadow-lg card-hover">
<div class="text-sm text-yellow-600 font-semibold mb-2">2025年11月</div>
<div class="text-lg font-bold text-gray-800 mb-2">价格登顶</div>
<div class="text-gray-600">突破10.75万元/吨较9月底暴涨76.23%"要签长协得先给钱"</div>
</div>
<div class="absolute left-0 w-4 h-4 bg-yellow-500 rounded-full timeline-dot transform -translate-x-1/2"></div>
</div>
</div>
</div>
</div>
</section>
<!-- Companies Section -->
<section id="companies" class="py-20">
<div class="container mx-auto px-4">
<div class="text-center mb-12">
<h2 class="text-4xl font-bold text-gray-800 mb-4">核心公司对比</h2>
<p class="text-xl text-gray-600">行业龙头价值深度剖析</p>
</div>
<div class="bg-white rounded-2xl shadow-xl overflow-hidden">
<div class="overflow-x-auto">
<table class="w-full">
<thead class="gradient-bg text-white">
<tr>
<th class="px-6 py-4 text-left">公司</th>
<th class="px-6 py-4 text-left">核心优势</th>
<th class="px-6 py-4 text-center">产能(万吨)</th>
<th class="px-6 py-4 text-center">25年出货预期</th>
<th class="px-6 py-4 text-center">产能利用率</th>
<th class="px-6 py-4 text-center">投资评级</th>
</tr>
</thead>
<tbody>
<tr class="border-b hover:bg-gray-50 transition">
<td class="px-6 py-4">
<div class="flex items-center">
<div class="w-10 h-10 bg-purple-100 rounded-lg flex items-center justify-center mr-3">
<span class="font-bold text-purple-600">天赐</span>
</div>
<div>
<div class="font-semibold">天赐材料</div>
<div class="text-sm text-gray-500">002709.SZ</div>
</div>
</div>
</td>
<td class="px-6 py-4">
<span class="inline-flex items-center px-3 py-1 rounded-full text-xs font-medium bg-purple-100 text-purple-800">
绝对领导者
</span>
<div class="text-sm text-gray-600 mt-1">规模最大、深度绑定宁德</div>
</td>
<td class="px-6 py-4 text-center font-semibold">11</td>
<td class="px-6 py-4 text-center">9万吨</td>
<td class="px-6 py-4 text-center">
<span class="text-green-600 font-semibold">80%+</span>
</td>
<td class="px-6 py-4 text-center">
<span class="text-yellow-500">★★★★★</span>
</td>
</tr>
<tr class="border-b hover:bg-gray-50 transition">
<td class="px-6 py-4">
<div class="flex items-center">
<div class="w-10 h-10 bg-blue-100 rounded-lg flex items-center justify-center mr-3">
<span class="font-bold text-blue-600">多氟</span>
</div>
<div>
<div class="font-semibold">多氟多</div>
<div class="text-sm text-gray-500">002407.SZ</div>
</div>
</div>
</td>
<td class="px-6 py-4">
<span class="inline-flex items-center px-3 py-1 rounded-full text-xs font-medium bg-blue-100 text-blue-800">
成本领先
</span>
<div class="text-sm text-gray-600 mt-1">氟化工背景深厚</div>
</td>
<td class="px-6 py-4 text-center font-semibold">5.5</td>
<td class="px-6 py-4 text-center">5万吨</td>
<td class="px-6 py-4 text-center">
<span class="text-green-600 font-semibold">80%+</span>
</td>
<td class="px-6 py-4 text-center">
<span class="text-yellow-500">★★★★☆</span>
</td>
</tr>
<tr class="border-b hover:bg-gray-50 transition">
<td class="px-6 py-4">
<div class="flex items-center">
<div class="w-10 h-10 bg-green-100 rounded-lg flex items-center justify-center mr-3">
<span class="font-bold text-green-600">天际</span>
</div>
<div>
<div class="font-semibold">天际股份</div>
<div class="text-sm text-gray-500">002759.SZ</div>
</div>
</div>
</td>
<td class="px-6 py-4">
<span class="inline-flex items-center px-3 py-1 rounded-full text-xs font-medium bg-green-100 text-green-800">
高弹性
</span>
<div class="text-sm text-gray-600 mt-1">经营杠杆高</div>
</td>
<td class="px-6 py-4 text-center font-semibold">3.7</td>
<td class="px-6 py-4 text-center">3.6万吨</td>
<td class="px-6 py-4 text-center">
<span class="text-green-600 font-semibold">100%</span>
</td>
<td class="px-6 py-4 text-center">
<span class="text-yellow-500">★★★☆☆</span>
</td>
</tr>
<tr class="hover:bg-gray-50 transition">
<td class="px-6 py-4">
<div class="flex items-center">
<div class="w-10 h-10 bg-yellow-100 rounded-lg flex items-center justify-center mr-3">
<span class="font-bold text-yellow-600">云天</span>
</div>
<div>
<div class="font-semibold">云天化</div>
<div class="text-sm text-gray-500">600096.SH</div>
</div>
</div>
</td>
<td class="px-6 py-4">
<span class="inline-flex items-center px-3 py-1 rounded-full text-xs font-medium bg-yellow-100 text-yellow-800">
一体化
</span>
<div class="text-sm text-gray-600 mt-1">磷化工整合逻辑</div>
</td>
<td class="px-6 py-4 text-center font-semibold">0.5</td>
<td class="px-6 py-4 text-center">-</td>
<td class="px-6 py-4 text-center">
<span class="text-gray-600">-</span>
</td>
<td class="px-6 py-4 text-center">
<span class="text-yellow-500">★★☆☆☆</span>
</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</section>
<!-- Risks Section -->
<section id="risks" class="py-20 bg-gray-100">
<div class="container mx-auto px-4">
<div class="text-center mb-12">
<h2 class="text-4xl font-bold text-gray-800 mb-4">风险提示</h2>
<p class="text-xl text-gray-600">投资需警惕的潜在风险</p>
</div>
<div class="grid md:grid-cols-2 lg:grid-cols-4 gap-6">
<div class="bg-white rounded-xl p-6 shadow-lg card-hover">
<div class="w-12 h-12 bg-red-100 rounded-lg flex items-center justify-center mb-4">
<i class="fas fa-microchip text-red-600 text-xl"></i>
</div>
<h3 class="text-lg font-bold text-gray-800 mb-2">技术风险</h3>
<p class="text-gray-600 text-sm">固态电池长期可能颠覆液态电解液格局但2030年前威胁有限</p>
</div>
<div class="bg-white rounded-xl p-6 shadow-lg card-hover">
<div class="w-12 h-12 bg-orange-100 rounded-lg flex items-center justify-center mb-4">
<i class="fas fa-chart-line text-orange-600 text-xl"></i>
</div>
<h3 class="text-lg font-bold text-gray-800 mb-2">价格风险</h3>
<p class="text-gray-600 text-sm">10万+高价可持续性存疑,或刺激替代品研发</p>
</div>
<div class="bg-white rounded-xl p-6 shadow-lg card-hover">
<div class="w-12 h-12 bg-yellow-100 rounded-lg flex items-center justify-center mb-4">
<i class="fas fa-industry text-yellow-600 text-xl"></i>
</div>
<h3 class="text-lg font-bold text-gray-800 mb-2">产能风险</h3>
<p class="text-gray-600 text-sm">5万吨呆滞产能若重启将打破供需平衡</p>
</div>
<div class="bg-white rounded-xl p-6 shadow-lg card-hover">
<div class="w-12 h-12 bg-blue-100 rounded-lg flex items-center justify-center mb-4">
<i class="fas fa-gavel text-blue-600 text-xl"></i>
</div>
<h3 class="text-lg font-bold text-gray-800 mb-2">政策风险</h3>
<p class="text-gray-600 text-sm">新能源汽车补贴退坡可能影响下游需求</p>
</div>
</div>
</div>
</section>
<!-- Future Outlook -->
<section class="py-20">
<div class="container mx-auto px-4">
<div class="gradient-bg rounded-3xl p-12 text-white relative overflow-hidden">
<div class="absolute top-0 right-0 w-96 h-96 bg-white opacity-5 rounded-full -mr-48 -mt-48"></div>
<div class="relative z-10">
<h2 class="text-4xl font-bold mb-6">未来展望</h2>
<div class="grid md:grid-cols-3 gap-8">
<div>
<h3 class="text-xl font-semibold mb-3 text-yellow-400">短期3-6个月</h3>
<ul class="space-y-2 text-white/90">
<li>• Q1财报验证利润兑现</li>
<li>• 长协价格落地执行</li>
<li>• 呆滞产能动态监控</li>
</ul>
</div>
<div>
<h3 class="text-xl font-semibold mb-3 text-green-400">中期1-2年</h3>
<ul class="space-y-2 text-white/90">
<li>• 维持紧平衡格局</li>
<li>• 龙头份额持续提升</li>
<li>• 磷化工一体化深化</li>
</ul>
</div>
<div>
<h3 class="text-xl font-semibold mb-3 text-blue-400">长期3-5年</h3>
<ul class="space-y-2 text-white/90">
<li>• 固态电池技术迭代</li>
<li>• 海外产能全球化布局</li>
<li>• 产业链护城河构建</li>
</ul>
</div>
</div>
</div>
</div>
</div>
</section>
<!-- Footer -->
<footer class="bg-gray-900 text-white py-8">
<div class="container mx-auto px-4">
<div class="text-center">
<p class="text-gray-400">© 2025 深度投资分析 | 基于公开数据整理 | 投资有风险,入市需谨慎</p>
</div>
</div>
</footer>
<script>
// Scroll Reveal
ScrollReveal().reveal('.card-hover', {
interval: 100,
distance: '50px',
duration: 1000,
origin: 'bottom'
});
// Price Chart
const ctx = document.getElementById('priceChart').getContext('2d');
const priceChart = new Chart(ctx, {
type: 'line',
data: {
labels: ['2024年11月', '2025年1月', '2025年3月', '2025年5月', '2025年7月', '2025年9月', '2025年11月'],
datasets: [{
label: '六氟磷酸锂价格(万元/吨)',
data: [5.65, 5.8, 6.2, 6.5, 7.8, 9.5, 10.75],
borderColor: 'rgb(99, 102, 241)',
backgroundColor: 'rgba(99, 102, 241, 0.1)',
borderWidth: 3,
fill: true,
tension: 0.4,
pointRadius: 6,
pointBackgroundColor: 'rgb(99, 102, 241)',
pointBorderColor: '#fff',
pointBorderWidth: 2,
pointHoverRadius: 8
}]
},
options: {
responsive: true,
maintainAspectRatio: false,
plugins: {
legend: {
display: false
},
tooltip: {
backgroundColor: 'rgba(0, 0, 0, 0.8)',
padding: 12,
titleFont: {
size: 14
},
bodyFont: {
size: 16,
weight: 'bold'
},
callbacks: {
label: function(context) {
return '价格: ¥' + context.parsed.y + '万/吨';
}
}
}
},
scales: {
y: {
beginAtZero: false,
grid: {
display: true,
color: 'rgba(0, 0, 0, 0.05)'
},
ticks: {
callback: function(value) {
return '¥' + value + '万';
}
}
},
x: {
grid: {
display: false
}
}
},
interaction: {
intersect: false,
mode: 'index'
}
}
});
// Smooth scroll
document.querySelectorAll('a[href^="#"]').forEach(anchor => {
anchor.addEventListener('click', function (e) {
e.preventDefault();
document.querySelector(this.getAttribute('href')).scrollIntoView({
behavior: 'smooth'
});
});
});
// Add parallax effect to hero section
window.addEventListener('scroll', () => {
const scrolled = window.pageYOffset;
const hero = document.querySelector('.gradient-bg');
if (hero) {
hero.style.transform = `translateY(${scrolled * 0.5}px)`;
}
});
</script>
</body>
</html>