1262 lines
61 KiB
HTML
1262 lines
61 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<link rel="icon" type="image/png" href="data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>☢️</text></svg>">
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
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<!-- Nucleo Icons -->
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<link href="https://unpkg.com/@coreui/icons@3.0.1/css/all.min.css" rel="stylesheet" />
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<!-- Font Awesome Icons -->
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- Tailwind CSS -->
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<!-- DaisyUI -->
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/dist/full.css" rel="stylesheet" type="text/css" />
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<!-- Custom CSS -->
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700;900&display=swap');
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body {
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font-family: 'Noto Sans SC', 'Inter', sans-serif;
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background-color: #0f172a;
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color: #e2e8f0;
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}
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.gradient-bg {
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background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
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}
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.card-gradient {
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background: linear-gradient(135deg, #1e293b 0%, #334155 100%);
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}
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.text-gradient {
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background: linear-gradient(135deg, #60a5fa 0%, #3b82f6 100%);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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background-clip: text;
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}
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.badge-gradient {
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background: linear-gradient(135deg, #3b82f6 0%, #2563eb 100%);
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}
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.table-responsive {
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overflow-x: auto;
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}
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.timeline-dot {
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position: relative;
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padding-left: 24px;
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}
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.timeline-dot::before {
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content: '';
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position: absolute;
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left: 0;
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top: 8px;
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width: 12px;
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height: 12px;
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border-radius: 50%;
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background: #3b82f6;
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}
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.timeline-line {
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position: relative;
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padding-left: 24px;
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}
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.timeline-line::before {
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content: '';
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position: absolute;
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left: 5px;
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top: 0;
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bottom: 0;
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width: 2px;
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background: #334155;
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}
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.hover-card {
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transition: all 0.3s ease;
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}
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.hover-card:hover {
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transform: translateY(-5px);
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box-shadow: 0 10px 25px -5px rgba(0, 0, 0, 0.3);
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}
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.particle-container {
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position: fixed;
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top: 0;
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left: 0;
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width: 100%;
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height: 100%;
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z-index: -1;
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pointer-events: none;
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}
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.highlight {
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background: linear-gradient(135deg, #1e3a8a 0%, #3b82f6 100%);
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padding: 2px 6px;
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border-radius: 4px;
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font-weight: 600;
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}
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.section-title {
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position: relative;
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padding-bottom: 12px;
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margin-bottom: 24px;
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}
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.section-title::after {
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content: '';
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position: absolute;
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bottom: 0;
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left: 0;
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width: 60px;
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height: 3px;
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background: #3b82f6;
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}
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@media (max-width: 768px) {
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.table-responsive {
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overflow-x: scroll;
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}
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.card {
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margin-bottom: 16px;
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}
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}
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</style>
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</head>
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<body class="gradient-bg">
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<div id="particles-js" class="particle-container"></div>
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- Header -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 text-gradient">核设施安全防护</h1>
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<p class="text-lg text-slate-400 max-w-3xl mx-auto">中东局势升级触发核设施安全防护概念爆发，地缘政治冲突下的全球核安全新挑战</p>
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</div>
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<!-- 概念事件 -->
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<div class="card card-gradient rounded-xl shadow-lg p-6 mb-8 hover-card">
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<h2 class="text-2xl font-bold mb-6 section-title">概念事件</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold mb-4 text-blue-400">背景与催化事件</h3>
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<div class="space-y-4">
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<div class="timeline-dot">
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<span class="font-semibold text-blue-400">6月13日：</span>国际原子能机构（IAEA）总干事格罗西声明"核设施绝不能受攻击"，呼吁克制。
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</div>
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<div class="timeline-dot">
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<span class="font-semibold text-blue-400">6月14日：</span>伊朗副外长宣布将对核设施采取"新的特殊防护措施"，且不向IAEA通报，暗示防御升级。
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</div>
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<div class="timeline-dot">
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<span class="font-semibold text-blue-400">6月17日：</span>IAEA召开特别会议讨论以色列袭击伊朗核设施事件，中国代表谴责攻击行为。
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</div>
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<div class="timeline-dot">
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<span class="font-semibold text-blue-400">6月19日：</span>以军空袭伊朗阿拉克地区在建核反应堆，直接验证核设施物理防护的紧迫性。
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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 mb-4 text-blue-400">时间轴</h3>
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<div class="overflow-x-auto">
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<table class="w-full">
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<thead>
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<tr class="border-b border-slate-700">
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<th class="text-left py-3 px-4 text-slate-300">日期</th>
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<th class="text-left py-3 px-4 text-slate-300">事件</th>
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<th class="text-left py-3 px-4 text-slate-300">影响方向</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-800">
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<td class="py-3 px-4">2025-01-01</td>
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<td class="py-3 px-4">印巴交换核设施清单，延续1988年协议</td>
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<td class="py-3 px-4"><span class="badge badge-gradient text-xs">国际核安全合作</span></td>
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</tr>
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<tr class="border-b border-slate-800">
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<td class="py-3 px-4">2025-06-13</td>
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<td class="py-3 px-4">IAEA强调核设施不可攻击</td>
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<td class="py-3 px-4"><span class="badge badge-gradient text-xs">国际法规背书</span></td>
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</tr>
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<tr class="border-b border-slate-800">
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<td class="py-3 px-4">2025-06-14</td>
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<td class="py-3 px-4">伊朗宣布"特殊防护措施"</td>
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<td class="py-3 px-4"><span class="badge badge-gradient text-xs">技术升级需求</span></td>
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</tr>
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<tr>
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<td class="py-3 px-4">2025-06-19</td>
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<td class="py-3 px-4">以军空袭伊朗核设施区域</td>
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<td class="py-3 px-4"><span class="badge badge-gradient text-xs">物理防护验证</span></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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</div>
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<!-- 核心观点摘要 -->
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<div class="card card-gradient rounded-xl shadow-lg p-6 mb-8 hover-card">
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<h2 class="text-2xl font-bold mb-6 section-title">核心观点摘要</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-slate-800/50 rounded-lg p-5">
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<div class="flex items-center mb-3">
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<div class="w-10 h-10 rounded-full bg-blue-500/20 flex items-center justify-center mr-3">
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<i class="fas fa-hourglass-half text-blue-400"></i>
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</div>
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<h3 class="text-lg font-semibold">当前阶段</h3>
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</div>
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<p class="text-slate-300">概念处于<span class="highlight">事件驱动+政策催化</span>的早期阶段，由地缘政治冲突触发，尚未形成基本面共识。</p>
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</div>
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<div class="bg-slate-800/50 rounded-lg p-5">
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<div class="flex items-center mb-3">
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<div class="w-10 h-10 rounded-full bg-blue-500/20 flex items-center justify-center mr-3">
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<i class="fas fa-rocket text-blue-400"></i>
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</div>
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<h3 class="text-lg font-semibold">核心驱动力</h3>
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</div>
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<ul class="text-slate-300 space-y-2">
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<li>• 国际核安全法规强化（IAEA声明）</li>
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<li>• 核设施国家自主防护技术升级</li>
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<li>• 核污染防治产业链技术外溢</li>
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</ul>
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</div>
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<div class="bg-slate-800/50 rounded-lg p-5">
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<div class="flex items-center mb-3">
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<div class="w-10 h-10 rounded-full bg-blue-500/20 flex items-center justify-center mr-3">
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<i class="fas fa-chart-line text-blue-400"></i>
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</div>
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<h3 class="text-lg font-semibold">未来潜力</h3>
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</div>
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<p class="text-slate-300">若冲突持续或扩散，<span class="highlight">核设施物理防护+核污染应急处理</span>将成为全球刚需，市场空间或对标军工+环保双赛道。</p>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知 -->
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<div class="card card-gradient rounded-xl shadow-lg p-6 mb-8 hover-card">
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<h2 class="text-2xl font-bold mb-6 section-title">核心逻辑与市场认知分析</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-blue-400">核心驱动力</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-slate-800/50 rounded-lg p-4">
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<div class="flex items-center mb-2">
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<i class="fas fa-gavel text-blue-400 mr-2"></i>
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<h4 class="font-semibold">政策强制</h4>
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</div>
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<p class="text-sm text-slate-300">IAEA及各国核安全法规要求设施必须满足"防攻击、防泄漏、防破坏"三重标准</p>
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</div>
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<div class="bg-slate-800/50 rounded-lg p-4">
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<div class="flex items-center mb-2">
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<i class="fas fa-shield-alt text-blue-400 mr-2"></i>
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<h4 class="font-semibold">技术缺口</h4>
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</div>
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<p class="text-sm text-slate-300">传统核防护侧重物理隔离，但网络攻击和精准打击暴露漏洞，催生"智能化防护"需求</p>
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</div>
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<div class="bg-slate-800/50 rounded-lg p-4">
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<div class="flex items-center mb-2">
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<i class="fas fa-industry text-blue-400 mr-2"></i>
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<h4 class="font-semibold">产业链外溢</h4>
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</div>
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<p class="text-sm text-slate-300">核污染防治技术可迁移至核设施应急场景，多家公司已具备技术储备</p>
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</div>
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</div>
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</div>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-xl font-semibold mb-4 text-blue-400">市场热度与情绪</h3>
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<div class="bg-slate-800/50 rounded-lg p-4">
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<div class="flex items-center mb-3">
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<i class="fas fa-fire text-orange-400 mr-2"></i>
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<span class="font-semibold">新闻热度</span>
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</div>
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<p class="text-slate-300 mb-3">6月14-22日，伊朗核设施相关报道量激增<span class="highlight">300%</span>（财联社数据）</p>
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<div class="flex items-center mb-3">
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<i class="fas fa-file-alt text-orange-400 mr-2"></i>
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<span class="font-semibold">研报空白</span>
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</div>
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<p class="text-slate-300">10篇相关研报中<span class="highlight">0篇</span>直接覆盖核设施防护，预期差显著</p>
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||
</div>
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||
</div>
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||
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<div>
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<h3 class="text-xl font-semibold mb-4 text-blue-400">预期差分析</h3>
|
||
<div class="bg-slate-800/50 rounded-lg p-4">
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||
<div class="flex items-center mb-3">
|
||
<i class="fas fa-book text-purple-400 mr-2"></i>
|
||
<span class="font-semibold">宏大叙事</span>
|
||
</div>
|
||
<p class="text-slate-300 mb-3">市场聚焦"核战争"炒作，忽略"核设施日常防护升级"的确定性需求</p>
|
||
|
||
<div class="flex items-center mb-3">
|
||
<i class="fas fa-microchip text-purple-400 mr-2"></i>
|
||
<span class="font-semibold">技术盲点</span>
|
||
</div>
|
||
<p class="text-slate-300">研报普遍忽视"网络安全防护"对核设施的重要性</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关键催化剂与未来发展路径 -->
|
||
<div class="card card-gradient rounded-xl shadow-lg p-6 mb-8 hover-card">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">关键催化剂与未来发展路径</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-8">
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-400">近期催化剂（3-6个月）</h3>
|
||
<div class="space-y-4">
|
||
<div class="bg-slate-800/50 rounded-lg p-4">
|
||
<div class="flex items-start">
|
||
<div class="w-8 h-8 rounded-full bg-green-500/20 flex items-center justify-center mr-3 mt-1 flex-shrink-0">
|
||
<i class="fas fa-check text-green-400 text-sm"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold mb-1">伊朗核设施防护方案落地</h4>
|
||
<p class="text-sm text-slate-300">若伊朗公开采购核级防辐射材料或网络安全系统，将直接验证需求</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 rounded-lg p-4">
|
||
<div class="flex items-start">
|
||
<div class="w-8 h-8 rounded-full bg-green-500/20 flex items-center justify-center mr-3 mt-1 flex-shrink-0">
|
||
<i class="fas fa-check text-green-400 text-sm"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold mb-1">IAEA技术规范更新</h4>
|
||
<p class="text-sm text-slate-300">2025年9月IAEA或发布《核设施网络防护指南》，推动全球合规采购</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-400">长期发展路径</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-3 px-4 text-slate-300">阶段</th>
|
||
<th class="text-left py-3 px-4 text-slate-300">里程碑</th>
|
||
<th class="text-left py-3 px-4 text-slate-300">关键指标</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">2025-2026</td>
|
||
<td class="py-3 px-4">冲突国家核设施防护升级</td>
|
||
<td class="py-3 px-4">伊朗/以色列核设施订单披露</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">2027-2028</td>
|
||
<td class="py-3 px-4">全球核安全法规强制化</td>
|
||
<td class="py-3 px-4">IAEA成员国防护支出占比>5%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">2029+</td>
|
||
<td class="py-3 px-4">核防护技术民用化</td>
|
||
<td class="py-3 px-4">中广核等运营商采购规模</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司 -->
|
||
<div class="card card-gradient rounded-xl shadow-lg p-6 mb-8 hover-card">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">产业链与核心公司深度剖析</h2>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-400">产业链图谱</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<div class="bg-slate-800/50 rounded-lg p-5">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-10 h-10 rounded-full bg-blue-500/20 flex items-center justify-center mr-3">
|
||
<i class="fas fa-arrow-up text-blue-400"></i>
|
||
</div>
|
||
<h4 class="text-lg font-semibold">上游</h4>
|
||
</div>
|
||
<p class="text-slate-300 mb-3">核级材料</p>
|
||
<div class="text-sm text-slate-400 space-y-1">
|
||
<p>• 再升科技：核级过滤材料</p>
|
||
<p>• 建龙微纳：分子筛吸附剂</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 rounded-lg p-5">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-10 h-10 rounded-full bg-green-500/20 flex items-center justify-center mr-3">
|
||
<i class="fas fa-exchange-alt text-green-400"></i>
|
||
</div>
|
||
<h4 class="text-lg font-semibold">中游</h4>
|
||
</div>
|
||
<p class="text-slate-300 mb-3">防护设备</p>
|
||
<div class="text-sm text-slate-400 space-y-1">
|
||
<p>• 航天晨光：核三废处理设备</p>
|
||
<p>• 捷强装备：核辐射检测</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 rounded-lg p-5">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-10 h-10 rounded-full bg-purple-500/20 flex items-center justify-center mr-3">
|
||
<i class="fas fa-arrow-down text-purple-400"></i>
|
||
</div>
|
||
<h4 class="text-lg font-semibold">下游</h4>
|
||
</div>
|
||
<p class="text-slate-300 mb-3">设施运营+应急服务</p>
|
||
<div class="text-sm text-slate-400 space-y-1">
|
||
<p>• 中国广核、中国核电：设施运营</p>
|
||
<p>• 建工修复：土壤修复</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-400">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-3 px-4 text-slate-300">公司</th>
|
||
<th class="text-left py-3 px-4 text-slate-300">业务关联性</th>
|
||
<th class="text-left py-3 px-4 text-slate-300">竞争优势</th>
|
||
<th class="text-left py-3 px-4 text-slate-300">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">中电环保</td>
|
||
<td class="py-3 px-4">核电废水处理市占率<span class="highlight">>30%</span></td>
|
||
<td class="py-3 px-4">承接中核集团放射性废液项目</td>
|
||
<td class="py-3 px-4">技术路径依赖政府订单</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">亚信安全</td>
|
||
<td class="py-3 px-4">核设施网络安全（AI安全网关）</td>
|
||
<td class="py-3 px-4">与华为合作鸿蒙PC安全预装</td>
|
||
<td class="py-3 px-4">订单落地节奏不确定</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">建工修复</td>
|
||
<td class="py-3 px-4">放射性土壤修复技术储备</td>
|
||
<td class="py-3 px-4">参与国家核污染场地修复标准制定</td>
|
||
<td class="py-3 px-4">项目周期长回款慢</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card card-gradient rounded-xl shadow-lg p-6 mb-8 hover-card">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">潜在风险与挑战</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-slate-800/50 rounded-lg p-5">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-10 h-10 rounded-full bg-red-500/20 flex items-center justify-center mr-3">
|
||
<i class="fas fa-microscope text-red-400"></i>
|
||
</div>
|
||
<h3 class="text-lg font-semibold">技术风险</h3>
|
||
</div>
|
||
<p class="text-slate-300">核级材料需通过耐辐射测试（如<span class="highlight">10^6 Gy伽马射线</span>），国内仅再升科技等少数企业具备资质。</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 rounded-lg p-5">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-10 h-10 rounded-full bg-yellow-500/20 flex items-center justify-center mr-3">
|
||
<i class="fas fa-coins text-yellow-400"></i>
|
||
</div>
|
||
<h3 class="text-lg font-semibold">商业化风险</h3>
|
||
</div>
|
||
<p class="text-slate-300">核设施采购周期长（<span class="highlight">3-5年</span>），企业现金流压力大（如建工修复2024年应收账款周转天数>200天）。</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 rounded-lg p-5">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-10 h-10 rounded-full bg-orange-500/20 flex items-center justify-center mr-3">
|
||
<i class="fas fa-ban text-orange-400"></i>
|
||
</div>
|
||
<h3 class="text-lg font-semibold">政策风险</h3>
|
||
</div>
|
||
<p class="text-slate-300">若IAEA推动"核防护技术出口管制"，可能限制中国公司海外订单。</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 rounded-lg p-5">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-10 h-10 rounded-full bg-purple-500/20 flex items-center justify-center mr-3">
|
||
<i class="fas fa-exclamation-triangle text-purple-400"></i>
|
||
</div>
|
||
<h3 class="text-lg font-semibold">信息矛盾</h3>
|
||
</div>
|
||
<p class="text-slate-300">新闻称"伊朗核设施未受实质损伤"，但捷强装备路演透露"中东客户紧急采购检测设备"，需验证冲突真实性。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card card-gradient rounded-xl shadow-lg p-6 mb-8 hover-card">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">综合结论与投资启示</h2>
|
||
|
||
<div class="mb-6">
|
||
<div class="bg-slate-800/50 rounded-lg p-5">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-10 h-10 rounded-full bg-blue-500/20 flex items-center justify-center mr-3">
|
||
<i class="fas fa-balance-scale text-blue-400"></i>
|
||
</div>
|
||
<h3 class="text-lg font-semibold">阶段判断</h3>
|
||
</div>
|
||
<p class="text-slate-300">当前处于<span class="highlight">"事件驱动"</span>向<span class="highlight">"政策合规"</span>过渡的早期，非主题炒作，但需跟踪订单验证。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-400">最具价值方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-slate-800/50 rounded-lg p-4">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-filter text-green-400 mr-2"></i>
|
||
<h4 class="font-semibold">核级材料（再升科技）</h4>
|
||
</div>
|
||
<p class="text-sm text-slate-300">技术垄断+高毛利（毛利率>60%）</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 rounded-lg p-4">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-seedling text-green-400 mr-2"></i>
|
||
<h4 class="font-semibold">核污染应急（建工修复）</h4>
|
||
</div>
|
||
<p class="text-sm text-slate-300">政策强制修复需求（如日本福岛核污水事件外溢）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-400">关键跟踪指标</h3>
|
||
<div class="bg-slate-800/50 rounded-lg p-4">
|
||
<ul class="text-slate-300 space-y-2">
|
||
<li>• 伊朗/以色列核设施防护招标金额（2025Q3前披露）</li>
|
||
<li>• 中国核电运营商资本开支中"安全防护"占比（2025年报）</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 bg-slate-800/50 rounded-lg p-4 border-l-4 border-yellow-500">
|
||
<p class="text-slate-300"><span class="font-semibold text-yellow-400">风险提示：</span>若地缘政治缓和，短期情绪退潮，但核安全法规升级将提供长期支撑。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="card card-gradient rounded-xl shadow-lg p-6 mb-8 hover-card">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">关联股票数据</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-400">核污染防治(240411)</h3>
|
||
<div class="table-responsive">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-3 px-4 text-slate-300">股票名称</th>
|
||
<th class="text-left py-3 px-4 text-slate-300">分类</th>
|
||
<th class="text-left py-3 px-4 text-slate-300">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">华测检测</td>
|
||
<td class="py-3 px-4">核辐射检测</td>
|
||
<td class="py-3 px-4">提供核污染相关检测服务</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">谱尼测试</td>
|
||
<td class="py-3 px-4">核辐射检测</td>
|
||
<td class="py-3 px-4">提供核辐射检测技术</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">先河环保</td>
|
||
<td class="py-3 px-4">核辐射检测</td>
|
||
<td class="py-3 px-4">环境监测设备与服务</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">优利德</td>
|
||
<td class="py-3 px-4">核辐射检测</td>
|
||
<td class="py-3 px-4">检测仪器设备供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">苏交科</td>
|
||
<td class="py-3 px-4">核辐射检测</td>
|
||
<td class="py-3 px-4">工程检测与技术服务</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">盛视科技</td>
|
||
<td class="py-3 px-4">放射性废物处理</td>
|
||
<td class="py-3 px-4">智能检测与处理设备</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">汉威科技</td>
|
||
<td class="py-3 px-4">放射性废物处理</td>
|
||
<td class="py-3 px-4">传感器与环境监测技术</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">莱伯泰科</td>
|
||
<td class="py-3 px-4">放射性废物处理</td>
|
||
<td class="py-3 px-4">实验室分析仪器</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">格林软件</td>
|
||
<td class="py-3 px-4">放射性废物处理</td>
|
||
<td class="py-3 px-4">环保软件与系统开发</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">碧兴物联</td>
|
||
<td class="py-3 px-4">放射性废物处理</td>
|
||
<td class="py-3 px-4">物联网环境监测</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">中电环保</td>
|
||
<td class="py-3 px-4">放射性废物处理</td>
|
||
<td class="py-3 px-4">工业废水处理</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">争光股份</td>
|
||
<td class="py-3 px-4">放射性废物处理</td>
|
||
<td class="py-3 px-4">树脂材料用于水处理</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">三达膜</td>
|
||
<td class="py-3 px-4">放射性废物处理</td>
|
||
<td class="py-3 px-4">膜分离技术</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">嘉戎技术</td>
|
||
<td class="py-3 px-4">放射性废物处理</td>
|
||
<td class="py-3 px-4">固废处理技术</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">中晟高科</td>
|
||
<td class="py-3 px-4">放射性废物处理</td>
|
||
<td class="py-3 px-4">环保装备制造</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">中国广核</td>
|
||
<td class="py-3 px-4">放射性废物处理</td>
|
||
<td class="py-3 px-4">核电运营与废物管理</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">恒光股份</td>
|
||
<td class="py-3 px-4">放射性废物处理</td>
|
||
<td class="py-3 px-4">化工材料与环保</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">建龙微纳</td>
|
||
<td class="py-3 px-4">放射性废物处理</td>
|
||
<td class="py-3 px-4">分子筛材料</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">德尔未来</td>
|
||
<td class="py-3 px-4">放射性废物处理</td>
|
||
<td class="py-3 px-4">新材料研发</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">中广核技</td>
|
||
<td class="py-3 px-4">放射性废物处理</td>
|
||
<td class="py-3 px-4">核技术应用</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">兰石重装</td>
|
||
<td class="py-3 px-4">土壤修复</td>
|
||
<td class="py-3 px-4">重型装备制造</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">国检集团</td>
|
||
<td class="py-3 px-4">土壤修复</td>
|
||
<td class="py-3 px-4">检验认证服务</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">航天晨光</td>
|
||
<td class="py-3 px-4">土壤修复</td>
|
||
<td class="py-3 px-4">特种车辆与装备</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">正和生态</td>
|
||
<td class="py-3 px-4">土壤修复</td>
|
||
<td class="py-3 px-4">生态修复工程</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">建工修复</td>
|
||
<td class="py-3 px-4">土壤修复</td>
|
||
<td class="py-3 px-4">专业土壤修复</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">再升科技</td>
|
||
<td class="py-3 px-4">空气过滤</td>
|
||
<td class="py-3 px-4">高性能过滤材料</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">东方园林</td>
|
||
<td class="py-3 px-4">核废料运输</td>
|
||
<td class="py-3 px-4">环保工程与运输</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">日月股份</td>
|
||
<td class="py-3 px-4">核废料运输</td>
|
||
<td class="py-3 px-4">重型装备部件</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">通裕重工</td>
|
||
<td class="py-3 px-4">核废料运输</td>
|
||
<td class="py-3 px-4">大型铸锻件制造</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">新莱福</td>
|
||
<td class="py-3 px-4">防辐射装备</td>
|
||
<td class="py-3 px-4">磁性材料与防护</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">捷强装备</td>
|
||
<td class="py-3 px-4">防辐射装备</td>
|
||
<td class="py-3 px-4">核生化安全装备</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">沪江材料</td>
|
||
<td class="py-3 px-4">防辐射装备</td>
|
||
<td class="py-3 px-4">包装材料</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">北化股份</td>
|
||
<td class="py-3 px-4">防辐射装备</td>
|
||
<td class="py-3 px-4">特种化工材料</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">海伦哲</td>
|
||
<td class="py-3 px-4">防辐射装备</td>
|
||
<td class="py-3 px-4">特种车辆制造</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">华强科技</td>
|
||
<td class="py-3 px-4">防辐射装备</td>
|
||
<td class="py-3 px-4">防护装备研发</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">银邦股份</td>
|
||
<td class="py-3 px-4">防辐射装备</td>
|
||
<td class="py-3 px-4">金属复合材料</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">盛帮股份</td>
|
||
<td class="py-3 px-4">防辐射装备</td>
|
||
<td class="py-3 px-4">橡胶制品</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">应流股份</td>
|
||
<td class="py-3 px-4">防辐射装备</td>
|
||
<td class="py-3 px-4">高端装备制造</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">力生制药</td>
|
||
<td class="py-3 px-4">抗辐射药物</td>
|
||
<td class="py-3 px-4">医药研发生产</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">普利制药</td>
|
||
<td class="py-3 px-4">抗辐射药物</td>
|
||
<td class="py-3 px-4">注射剂生产企业</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">西陇科学</td>
|
||
<td class="py-3 px-4">抗辐射药物</td>
|
||
<td class="py-3 px-4">化学试剂</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">安泰科技</td>
|
||
<td class="py-3 px-4">核电设备</td>
|
||
<td class="py-3 px-4">金属材料</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">中国核电</td>
|
||
<td class="py-3 px-4">核电运营</td>
|
||
<td class="py-3 px-4">核电站运营</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">皖能电力</td>
|
||
<td class="py-3 px-4">核电运营</td>
|
||
<td class="py-3 px-4">电力投资</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">华能国际</td>
|
||
<td class="py-3 px-4">核电运营</td>
|
||
<td class="py-3 px-4">大型电力企业</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">深南电A</td>
|
||
<td class="py-3 px-4">核电运营</td>
|
||
<td class="py-3 px-4">电力生产</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">中国广核</td>
|
||
<td class="py-3 px-4">核电运营</td>
|
||
<td class="py-3 px-4">核电开发</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-400">核污染防治(250613)</h3>
|
||
<div class="table-responsive">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-3 px-4 text-slate-300">股票名称</th>
|
||
<th class="text-left py-3 px-4 text-slate-300">行业</th>
|
||
<th class="text-left py-3 px-4 text-slate-300">项目</th>
|
||
<th class="text-left py-3 px-4 text-slate-300">技术</th>
|
||
<th class="text-left py-3 px-4 text-slate-300">分类</th>
|
||
<th class="text-left py-3 px-4 text-slate-300">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">中电环保</td>
|
||
<td class="py-3 px-4">环保</td>
|
||
<td class="py-3 px-4">核电废水处理</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">处理服务</td>
|
||
<td class="py-3 px-4">国内核电废水处理市场占有率居前列，承接了核电放射性废液深化处理系统工程样机合作开发研制</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">碧水源</td>
|
||
<td class="py-3 px-4">环保</td>
|
||
<td class="py-3 px-4">海水淡化</td>
|
||
<td class="py-3 px-4">膜技术</td>
|
||
<td class="py-3 px-4">处理服务</td>
|
||
<td class="py-3 px-4">海水淡化运营规模超25万吨/日，与上海交大合作研发用于分离放射性铯元素的膜技术</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">力源科技</td>
|
||
<td class="py-3 px-4">环保</td>
|
||
<td class="py-3 px-4">核废水处理</td>
|
||
<td class="py-3 px-4">离子交换吸附技术</td>
|
||
<td class="py-3 px-4">处理服务</td>
|
||
<td class="py-3 px-4">研发的分离放射性铯元素的离子交换吸附技术及其制备方法获专利</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">中晟高科</td>
|
||
<td class="py-3 px-4">环保</td>
|
||
<td class="py-3 px-4">重金属污水处理</td>
|
||
<td class="py-3 px-4">膜技术</td>
|
||
<td class="py-3 px-4">处理服务</td>
|
||
<td class="py-3 px-4">具备处理含重金属污水的能力，但暂不具备核废水或放射性污水的技术能力</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">中广核技</td>
|
||
<td class="py-3 px-4">环保</td>
|
||
<td class="py-3 px-4">核废水处理</td>
|
||
<td class="py-3 px-4">无机吸附技术</td>
|
||
<td class="py-3 px-4">处理服务</td>
|
||
<td class="py-3 px-4">下属高能材料拥有处理核电站放射性废水的无机吸附技术，主要去除铯</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">恒光股份</td>
|
||
<td class="py-3 px-4">化工</td>
|
||
<td class="py-3 px-4">硫酸盐产品</td>
|
||
<td class="py-3 px-4">氧化还原反应</td>
|
||
<td class="py-3 px-4">处理服务</td>
|
||
<td class="py-3 px-4">拥有5万吨/年过硫酸盐产能，可通过氧化还原反应降解放射性污染物</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">建龙微纳</td>
|
||
<td class="py-3 px-4">新材料</td>
|
||
<td class="py-3 px-4">放射性核素吸附</td>
|
||
<td class="py-3 px-4">分子筛产品</td>
|
||
<td class="py-3 px-4">处理服务</td>
|
||
<td class="py-3 px-4">核领域分子筛系列产品用于吸附放射性核素137Cs、90Sr等</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">中金辐照</td>
|
||
<td class="py-3 px-4">环保</td>
|
||
<td class="py-3 px-4">放射性废水处理</td>
|
||
<td class="py-3 px-4">辐照技术</td>
|
||
<td class="py-3 px-4">处理服务</td>
|
||
<td class="py-3 px-4">目前机加硼吸附技术可从高盐放射性废水中高效去除目标核素离子</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">德尔未来</td>
|
||
<td class="py-3 px-4">环保</td>
|
||
<td class="py-3 px-4">核泄漏废水处理</td>
|
||
<td class="py-3 px-4">石墨烯技术</td>
|
||
<td class="py-3 px-4">处理服务</td>
|
||
<td class="py-3 px-4">控股子公司厦门烯成石墨烯拥有核泄漏废水处理净化方法的相关研究</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">兰石重装</td>
|
||
<td class="py-3 px-4">机械制造</td>
|
||
<td class="py-3 px-4">核能装备</td>
|
||
<td class="py-3 px-4">核能装备</td>
|
||
<td class="py-3 px-4">处理服务</td>
|
||
<td class="py-3 px-4">子公司中核嘉华距中核甘肃核技术产业园仅60余公里，具备非标设备制造经验</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">航天晨光</td>
|
||
<td class="py-3 px-4">装备制造</td>
|
||
<td class="py-3 px-4">核三废处理</td>
|
||
<td class="py-3 px-4">核三废处理</td>
|
||
<td class="py-3 px-4">处理服务</td>
|
||
<td class="py-3 px-4">生产的核三废处理设备及核非标设备可用于核电站、乏燃料后处理厂等单位</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">蓝晓科技</td>
|
||
<td class="py-3 px-4">新材料</td>
|
||
<td class="py-3 px-4">吸附材料</td>
|
||
<td class="py-3 px-4">吸附分离技术</td>
|
||
<td class="py-3 px-4">吸附分离材料</td>
|
||
<td class="py-3 px-4">2024年吸附材料营收A股第一，产品广泛用于核废水处理</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">争光股份</td>
|
||
<td class="py-3 px-4">新材料</td>
|
||
<td class="py-3 px-4">离子交换树脂</td>
|
||
<td class="py-3 px-4">离子交换技术</td>
|
||
<td class="py-3 px-4">吸附分离材料</td>
|
||
<td class="py-3 px-4">2024年离子交换与吸附树脂产品营收A股第二，产品用于核废水处理</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">三达膜</td>
|
||
<td class="py-3 px-4">环保</td>
|
||
<td class="py-3 px-4">膜技术</td>
|
||
<td class="py-3 px-4">膜技术</td>
|
||
<td class="py-3 px-4">水处理膜</td>
|
||
<td class="py-3 px-4">2024年膜法水处理营收A股第一，膜产品可根据需求定制放射性废水处理方案</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">沃顿科技</td>
|
||
<td class="py-3 px-4">环保</td>
|
||
<td class="py-3 px-4">水处理膜</td>
|
||
<td class="py-3 px-4">膜技术</td>
|
||
<td class="py-3 px-4">水处理膜</td>
|
||
<td class="py-3 px-4">2024年水回用膜营收A股第二，膜产品可用于放射性废水处理</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">津膜科技</td>
|
||
<td class="py-3 px-4">环保</td>
|
||
<td class="py-3 px-4">水处理工程</td>
|
||
<td class="py-3 px-4">膜技术</td>
|
||
<td class="py-3 px-4">水处理膜</td>
|
||
<td class="py-3 px-4">2024年水处理工程营收3603万元，膜产品可处理放射性废水</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">嘉戎技术</td>
|
||
<td class="py-3 px-4">环保</td>
|
||
<td class="py-3 px-4">膜技术</td>
|
||
<td class="py-3 px-4">膜技术</td>
|
||
<td class="py-3 px-4">水处理膜</td>
|
||
<td class="py-3 px-4">福岛核污染水排海引起关注，公司深耕膜技术领域</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">久吾高科</td>
|
||
<td class="py-3 px-4">环保</td>
|
||
<td class="py-3 px-4">膜技术</td>
|
||
<td class="py-3 px-4">膜技术</td>
|
||
<td class="py-3 px-4">水处理膜</td>
|
||
<td class="py-3 px-4">产品应用于光伏行业硅片切割废液资源化利用</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">再升科技</td>
|
||
<td class="py-3 px-4">环保</td>
|
||
<td class="py-3 px-4">核级高效过滤材料</td>
|
||
<td class="py-3 px-4">过滤技术</td>
|
||
<td class="py-3 px-4">空气过滤</td>
|
||
<td class="py-3 px-4">核级高效过滤材料已规模化应用于核电站，在人防领域形成规模应用</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">建工修复</td>
|
||
<td class="py-3 px-4">环保</td>
|
||
<td class="py-3 px-4">放射性土壤修复</td>
|
||
<td class="py-3 px-4">土壤修复技术</td>
|
||
<td class="py-3 px-4">放射性土壤修复</td>
|
||
<td class="py-3 px-4">放射性物质污染场地的修复与工业污染场地的修复有一定共性</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">捷强装备</td>
|
||
<td class="py-3 px-4">装备制造</td>
|
||
<td class="py-3 px-4">核辐射检测</td>
|
||
<td class="py-3 px-4">检测技术</td>
|
||
<td class="py-3 px-4">核辐射检测</td>
|
||
<td class="py-3 px-4">核辐射检测设备营收A股第一，可检测多种放射性核素</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">辰安科技</td>
|
||
<td class="py-3 px-4">科技</td>
|
||
<td class="py-3 px-4">核辐射检测</td>
|
||
<td class="py-3 px-4">检测技术</td>
|
||
<td class="py-3 px-4">核辐射检测</td>
|
||
<td class="py-3 px-4">可实现水体中多种放射性核素的测量</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">诺威测控</td>
|
||
<td class="py-3 px-4">科技</td>
|
||
<td class="py-3 px-4">核辐射检测</td>
|
||
<td class="py-3 px-4">检测技术</td>
|
||
<td class="py-3 px-4">核辐射检测</td>
|
||
<td class="py-3 px-4">可对水产品、食品、物品开展核辐射检测业务</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">华强科技</td>
|
||
<td class="py-3 px-4">装备制造</td>
|
||
<td class="py-3 px-4">核辐射防护</td>
|
||
<td class="py-3 px-4">防护技术</td>
|
||
<td class="py-3 px-4">防护产品</td>
|
||
<td class="py-3 px-4">具备研制生产核生化防护装备的能力</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">际华集团</td>
|
||
<td class="py-3 px-4">纺织</td>
|
||
<td class="py-3 px-4">核辐射防护</td>
|
||
<td class="py-3 px-4">防护技术</td>
|
||
<td class="py-3 px-4">防护产品</td>
|
||
<td class="py-3 px-4">具备核辐射防护装备的产业化基础</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">沪江材料</td>
|
||
<td class="py-3 px-4">材料</td>
|
||
<td class="py-3 px-4">核废料包装</td>
|
||
<td class="py-3 px-4">包装技术</td>
|
||
<td class="py-3 px-4">防护产品</td>
|
||
<td class="py-3 px-4">有核废料高阻隔集装箱产品用于核废料存放</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">北化股份</td>
|
||
<td class="py-3 px-4">化工</td>
|
||
<td class="py-3 px-4">核辐射防护</td>
|
||
<td class="py-3 px-4">防护技术</td>
|
||
<td class="py-3 px-4">防护产品</td>
|
||
<td class="py-3 px-4">子公司防化装备研究院生产防毒面具等核生化防护产品</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">海伦哲</td>
|
||
<td class="py-3 px-4">装备制造</td>
|
||
<td class="py-3 px-4">核辐射防护</td>
|
||
<td class="py-3 px-4">防护技术</td>
|
||
<td class="py-3 px-4">防护产品</td>
|
||
<td class="py-3 px-4">全资子公司格拉曼是核应急救援装备的研发和生产商</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">盛帮股份</td>
|
||
<td class="py-3 px-4">材料</td>
|
||
<td class="py-3 px-4">核辐射防护</td>
|
||
<td class="py-3 px-4">防护技术</td>
|
||
<td class="py-3 px-4">防护产品</td>
|
||
<td class="py-3 px-4">核防护业务产品应用于核工程防护类、个人穿戴类防护产品</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">中水渔业</td>
|
||
<td class="py-3 px-4">渔业</td>
|
||
<td class="py-3 px-4">水产品</td>
|
||
<td class="py-3 px-4">检测技术</td>
|
||
<td class="py-3 px-4">水产品</td>
|
||
<td class="py-3 px-4">2024年水产品营收A股第一，开展放射性检测</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">*ST佳沃</td>
|
||
<td class="py-3 px-4">渔业</td>
|
||
<td class="py-3 px-4">水产品</td>
|
||
<td class="py-3 px-4">检测技术</td>
|
||
<td class="py-3 px-4">水产品</td>
|
||
<td class="py-3 px-4">2024年水产品营收A股第二，开展放射性检测</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">国联水产</td>
|
||
<td class="py-3 px-4">渔业</td>
|
||
<td class="py-3 px-4">水产品</td>
|
||
<td class="py-3 px-4">检测技术</td>
|
||
<td class="py-3 px-4">水产品</td>
|
||
<td class="py-3 px-4">2024年水产品营收A股第三，开展放射性检测</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">开创国际</td>
|
||
<td class="py-3 px-4">渔业</td>
|
||
<td class="py-3 px-4">水产品</td>
|
||
<td class="py-3 px-4">检测技术</td>
|
||
<td class="py-3 px-4">水产品</td>
|
||
<td class="py-3 px-4">2024年水产品营收A股第四，开展放射性检测</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">百洋股份</td>
|
||
<td class="py-3 px-4">渔业</td>
|
||
<td class="py-3 px-4">水产品</td>
|
||
<td class="py-3 px-4">检测技术</td>
|
||
<td class="py-3 px-4">水产品</td>
|
||
<td class="py-3 px-4">2024年水产品营收A股第五，开展放射性检测</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">獐子岛</td>
|
||
<td class="py-3 px-4">渔业</td>
|
||
<td class="py-3 px-4">水产品</td>
|
||
<td class="py-3 px-4">检测技术</td>
|
||
<td class="py-3 px-4">水产品</td>
|
||
<td class="py-3 px-4">2024年水产品营收A股第六，开展放射性检测</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">好当家</td>
|
||
<td class="py-3 px-4">渔业</td>
|
||
<td class="py-3 px-4">水产品</td>
|
||
<td class="py-3 px-4">检测技术</td>
|
||
<td class="py-3 px-4">水产品</td>
|
||
<td class="py-3 px-4">2024年水产品营收A股第七，开展放射性检测</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">大湖股份</td>
|
||
<td class="py-3 px-4">渔业</td>
|
||
<td class="py-3 px-4">水产品</td>
|
||
<td class="py-3 px-4">检测技术</td>
|
||
<td class="py-3 px-4">水产品</td>
|
||
<td class="py-3 px-4">2024年水产品营收A股第八，开展放射性检测</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">东方海洋</td>
|
||
<td class="py-3 px-4">渔业</td>
|
||
<td class="py-3 px-4">水产品</td>
|
||
<td class="py-3 px-4">检测技术</td>
|
||
<td class="py-3 px-4">水产品</td>
|
||
<td class="py-3 px-4">2024年水产品营收A股第九，开展放射性检测</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">力生制药</td>
|
||
<td class="py-3 px-4">医药</td>
|
||
<td class="py-3 px-4">抗辐射药物</td>
|
||
<td class="py-3 px-4">药物研发</td>
|
||
<td class="py-3 px-4">抗辐射药物/用品</td>
|
||
<td class="py-3 px-4">碘化钾片是抗辐射药物，公司是国内主要生产商之一</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">西陇科学</td>
|
||
<td class="py-3 px-4">化工</td>
|
||
<td class="py-3 px-4">抗辐射药物</td>
|
||
<td class="py-3 px-4">药物研发</td>
|
||
<td class="py-3 px-4">抗辐射药物/用品</td>
|
||
<td class="py-3 px-4">公司产品包含碘化钾和碘化钾原料药两种抗辐射原料药</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">苏盐井神</td>
|
||
<td class="py-3 px-4">盐业</td>
|
||
<td class="py-3 px-4">盐产品</td>
|
||
<td class="py-3 px-4">盐产品</td>
|
||
<td class="py-3 px-4">盐</td>
|
||
<td class="py-3 px-4">2024年盐产能A股第一，盐产品可用于核废水处理</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">雪天盐业</td>
|
||
<td class="py-3 px-4">盐业</td>
|
||
<td class="py-3 px-4">盐产品</td>
|
||
<td class="py-3 px-4">盐产品</td>
|
||
<td class="py-3 px-4">盐</td>
|
||
<td class="py-3 px-4">2024年盐产能A股第二，盐产品可用于核废水处理</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">鲁银投资</td>
|
||
<td class="py-3 px-4">投资</td>
|
||
<td class="py-3 px-4">盐产品</td>
|
||
<td class="py-3 px-4">盐产品</td>
|
||
<td class="py-3 px-4">盐</td>
|
||
<td class="py-3 px-4">2024年盐产能A股第三，盐产品可用于核废水处理</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-semibold">江盐集团</td>
|
||
<td class="py-3 px-4">盐业</td>
|
||
<td class="py-3 px-4">盐产品</td>
|
||
<td class="py-3 px-4">盐产品</td>
|
||
<td class="py-3 px-4">盐</td>
|
||
<td class="py-3 px-4">2024年盐产能A股第四，盐产品可用于核废水处理</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">双环科技</td>
|
||
<td class="py-3 px-4">化工</td>
|
||
<td class="py-3 px-4">盐产品</td>
|
||
<td class="py-3 px-4">盐产品</td>
|
||
<td class="py-3 px-4">盐</td>
|
||
<td class="py-3 px-4">2024年盐产能A股第五，盐产品可用于核废水处理</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
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|
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<script>
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tsParticles.load("particles-js", {
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``` |