769 lines
40 KiB
HTML
769 lines
40 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<title>磷化工行业深度分析报告</title>
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</style>
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</head>
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<body class="p-4 md:p-8">
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<div class="industry-bg"></div>
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<div class="max-w-7xl mx-auto">
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<!-- 标题部分 -->
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<div class="card rounded-2xl p-6 mb-8">
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<div class="flex items-center mb-4">
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<div class="bg-blue-100 p-3 rounded-full mr-4">
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<i class="fas fa-industry text-blue-600 text-2xl"></i>
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</div>
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<div>
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<h1 class="text-3xl font-bold gradient-text">磷化工行业深度分析报告</h1>
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<p class="text-gray-600 mt-1">政策红利+资源稀缺驱动的第二轮景气周期</p>
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</div>
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</div>
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<div class="flex flex-wrap gap-2 mt-4">
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<span class="bg-blue-100 text-blue-800 px-3 py-1 rounded-full text-sm">资源稀缺</span>
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<span class="bg-green-100 text-green-800 px-3 py-1 rounded-full text-sm">政策红利</span>
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<span class="bg-purple-100 text-purple-800 px-3 py-1 rounded-full text-sm">新能源需求</span>
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<span class="bg-yellow-100 text-yellow-800 px-3 py-1 rounded-full text-sm">高股息</span>
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</div>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="card rounded-2xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-clock text-blue-600 mr-3"></i>
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概念事件时间轴
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</h2>
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<div class="space-y-6">
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<div class="timeline-item">
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<div class="flex flex-col md:flex-row md:items-center">
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<div class="font-bold text-blue-600 mb-1 md:mb-0 md:w-32">2024-01-03</div>
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<div class="md:flex-1">
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<h3 class="font-semibold">工信部等八部门发布《推进磷资源高效高值利用实施方案》</h3>
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<p class="text-gray-600 mt-1">首次系统性提出"磷矿资源整合+高端化转型"路线图，明确2026年磷石膏100%无害化、高端磷化学品供给能力大幅提升，直接点燃板块行情。</p>
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</div>
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</div>
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</div>
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<div class="timeline-item">
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<div class="flex flex-col md:flex-row md:items-center">
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<div class="font-bold text-blue-600 mb-1 md:mb-0 md:w-32">2024-11-20</div>
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<div class="md:flex-1">
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<h3 class="font-semibold">申万化工连发4篇点评：磷石膏规范意见稿出台</h3>
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<p class="text-gray-600 mt-1">供给侧再收紧，磷矿石价格单日上涨30元至<span class="highlight font-bold">1050元/吨</span>，六国化工、川金诺等个股涨停。</p>
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</div>
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</div>
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</div>
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<div class="timeline-item">
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<div class="flex flex-col md:flex-row md:items-center">
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<div class="font-bold text-blue-600 mb-1 md:mb-0 md:w-32">2025-05-14</div>
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<div class="md:flex-1">
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<h3 class="font-semibold">开源化工跟踪：磷肥出口窗口期5-9月开启</h3>
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<p class="text-gray-600 mt-1">国际磷铵FOB价较国内高<span class="highlight font-bold">1173元/吨</span>，出口配额虽减但价差可观，直接催化湖北宜化、云天化股价涨停。</p>
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</div>
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</div>
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</div>
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<div class="timeline-item">
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<div class="flex flex-col md:flex-row md:items-center">
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<div class="font-bold text-blue-600 mb-1 md:mb-0 md:w-32">2025-06-26</div>
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<div class="md:flex-1">
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<h3 class="font-semibold">湖北宜化220万吨磷化工项目部分投产</h3>
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<p class="text-gray-600 mt-1">新增磷矿选矿+湿法磷酸+磷酸二铵一体化产能，验证"矿肥一体"逻辑，当日股价直线涨停。</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="card rounded-2xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-lightbulb text-yellow-500 mr-3"></i>
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核心观点摘要
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-blue-50 p-5 rounded-xl">
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<h3 class="font-bold text-blue-800 mb-3">阶段判断</h3>
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<p class="text-gray-700">磷化工正处于"政策红利+资源稀缺"驱动的<span class="highlight font-bold">第二轮景气周期</span>，区别于2011-2012年的需求拉动，本轮核心是<span class="highlight font-bold">供给永久性收缩</span>与<span class="highlight font-bold">新能源需求爆发</span>的共振。</p>
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</div>
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<div class="bg-green-50 p-5 rounded-xl">
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<h3 class="font-bold text-green-800 mb-3">核心驱动力</h3>
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<p class="text-gray-700">上游磷矿<span class="highlight font-bold">"硬短缺"</span>（2025-2027年供需缺口<span class="highlight font-bold">2700万吨</span>）支撑价格中枢长期维持<span class="highlight font-bold">1000元/吨以上</span>，下游磷酸铁锂/湿法净化酸带来<span class="highlight font-bold">结构性增量</span>（2024年需求占比已升至<span class="highlight font-bold">11%</span>）。</p>
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</div>
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<div class="bg-purple-50 p-5 rounded-xl">
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<h3 class="font-bold text-purple-800 mb-3">未来潜力</h3>
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<p class="text-gray-700">行业从"周期品"向"资源+新能源"双轮驱动转型，<span class="highlight font-bold">高股息+低估值</span>标的（云天化2025E股息率<span class="highlight font-bold">5.7%</span>，PE仅7倍）具备穿越周期的配置价值。</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分析 -->
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<div class="card rounded-2xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-chart-line text-green-600 mr-3"></i>
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核心逻辑与市场认知分析
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</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-blue-700">核心驱动力：供给端的"三重枷锁"</h3>
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<div class="space-y-4">
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<div class="bg-gray-50 p-4 rounded-lg">
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<h4 class="font-bold text-gray-800 mb-2">资源枯竭</h4>
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<p class="text-gray-700">中国磷矿储量仅占全球<span class="highlight font-bold">5%</span>，可开采品位从30%降至<span class="highlight font-bold">17%</span>，储采比仅<span class="highlight font-bold">34年</span>（全球平均308年）。</p>
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</div>
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<div class="bg-gray-50 p-4 rounded-lg">
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<h4 class="font-bold text-gray-800 mb-2">政策硬约束</h4>
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<ul class="list-disc pl-5 text-gray-700 space-y-1">
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<li>2024年起磷矿采矿权<span class="highlight font-bold">"只退不增"</span>，2025-2027年规划新增产能<span class="highlight font-bold">5500万吨</span>中<span class="highlight font-bold">50%可能延期</span>（环保/资金壁垒）。</li>
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<li>磷石膏"以渣定产"政策（2026年100%无害化），中小磷铵企业<span class="highlight font-bold">300万吨产能</span>面临强制退出（中泰化工路演数据）。</li>
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</ul>
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</div>
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<div class="bg-gray-50 p-4 rounded-lg">
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<h4 class="font-bold text-gray-800 mb-2">新能源需求裂变</h4>
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<p class="text-gray-700">每1吨磷酸铁锂需<span class="highlight font-bold">4.5吨磷矿石</span>（30%品位），2025年新能源领域需求将达<span class="highlight font-bold">680万吨</span>（占总量<span class="highlight font-bold">6%</span>），成为边际定价者。</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-700">市场热度与情绪</h3>
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<div class="bg-yellow-50 p-4 rounded-lg">
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-file-alt text-yellow-600 mt-1 mr-2"></i>
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<div>
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<span class="font-semibold">研报密度：</span>
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<span class="text-gray-700">2024年11月单月发布<span class="highlight font-bold">12篇</span>磷化工深度报告（申万、开源、国联等），创2021年以来新高。</span>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-chart-bar text-yellow-600 mt-1 mr-2"></i>
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<div>
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<span class="font-semibold">资金行为：</span>
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<span class="text-gray-700">磷化工指数2024年跑赢沪深300 <span class="highlight font-bold">12个百分点</span>，但2025年2月回调<span class="highlight font-bold">4%</span>，反映市场对<span class="highlight font-bold">新能源产能过剩</span>的担忧（磷酸铁锂开工率仅<span class="highlight font-bold">53%</span>）。</span>
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</div>
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</li>
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</ul>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-4 text-blue-700">预期差：市场忽略的"慢变量"</h3>
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<div class="bg-purple-50 p-4 rounded-lg">
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-hammer text-purple-600 mt-1 mr-2"></i>
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<div>
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<span class="font-semibold">产能释放节奏：</span>
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<span class="text-gray-700">研报普遍预期2025年新增<span class="highlight font-bold">2285万吨</span>磷矿产能，但路演显示<span class="highlight font-bold">河北尾矿</span>（500万吨）因品位低（P₂O₅<20%）实际贡献有限，<span class="highlight font-bold">真实增量或低于30%</span>。</span>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-gem text-purple-600 mt-1 mr-2"></i>
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<div>
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<span class="font-semibold">高端化溢价：</span>
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<span class="text-gray-700">湿法净化酸（电子级磷酸）价格<span class="highlight font-bold">5800元/吨</span>，较普通磷酸溢价<span class="highlight font-bold">300%</span>，但市场仍按化肥估值（云天化PE 7倍 vs 电子化学品板块PE 25倍）。</span>
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</div>
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</li>
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</ul>
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</div>
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</div>
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</div>
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</div>
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<!-- 催化剂与路径 -->
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<div class="card rounded-2xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-rocket text-red-600 mr-3"></i>
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催化剂与路径
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-8">
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<div>
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<h3 class="text-xl font-semibold mb-4 text-red-700">近期催化剂（3-6个月）</h3>
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<div class="space-y-4">
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<div class="bg-red-50 p-4 rounded-lg border-l-4 border-red-500">
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<h4 class="font-bold text-gray-800 mb-2">出口窗口期</h4>
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<p class="text-gray-700">2025年5-9月磷肥出口配额执行，国际DAP价格<span class="highlight font-bold">634美元/吨</span>（折合<span class="highlight font-bold">4616元/吨</span>），国内价差<span class="highlight font-bold">1300元/吨</span>（光大石化数据）。</p>
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</div>
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<div class="bg-red-50 p-4 rounded-lg border-l-4 border-red-500">
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<h4 class="font-bold text-gray-800 mb-2">磷石膏政策落地</h4>
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<p class="text-gray-700">2025年Q3各省细则出台，<span class="highlight font-bold">无处理能力的100万吨以下磷铵产能</span>或集中关停（兴发集团路演提及）。</p>
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||
</div>
|
||
<div class="bg-red-50 p-4 rounded-lg border-l-4 border-red-500">
|
||
<h4 class="font-bold text-gray-800 mb-2">新能源排产</h4>
|
||
<p class="text-gray-700">宁德时代2025年Q2磷酸铁锂订单环比<span class="highlight font-bold">+40%</span>（国联化工调研），拉动工业级磷酸一铵需求。</p>
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||
</div>
|
||
</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-green-700">长期路径（2025-2027）</h3>
|
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<div class="bg-green-50 p-5 rounded-lg h-full flex items-center justify-center">
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<div class="text-center">
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<div class="mb-4">
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<div class="inline-block bg-green-100 p-3 rounded-full mb-2">
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<i class="fas fa-sitemap text-green-600 text-2xl"></i>
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</div>
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</div>
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<div class="space-y-3 text-left">
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<div class="flex items-center">
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<div class="bg-green-200 w-8 h-8 rounded-full flex items-center justify-center mr-3">1</div>
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<span class="font-medium">磷矿资源国有化</span>
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</div>
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<div class="flex items-center">
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<div class="bg-green-200 w-8 h-8 rounded-full flex items-center justify-center mr-3">2</div>
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<span class="font-medium">头部企业市占率>50%</span>
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</div>
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<div class="flex items-center">
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<div class="bg-green-200 w-8 h-8 rounded-full flex items-center justify-center mr-3">3</div>
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<span class="font-medium">湿法净化酸替代热法</span>
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</div>
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<div class="flex items-center">
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<div class="bg-green-200 w-8 h-8 rounded-full flex items-center justify-center mr-3">4</div>
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<span class="font-medium">磷酸铁锂一体化成本<8000元/吨</span>
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</div>
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<div class="flex items-center">
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<div class="bg-green-200 w-8 h-8 rounded-full flex items-center justify-center mr-3">5</div>
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<span class="font-medium">磷化工估值体系重构: 资源+新能源</span>
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</div>
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</div>
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</div>
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||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司 -->
|
||
<div class="card rounded-2xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-network-wired text-indigo-600 mr-3"></i>
|
||
产业链与核心公司
|
||
</h2>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-indigo-700">产业链图谱</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-blue-50 p-4 rounded-lg text-center">
|
||
<div class="bg-blue-100 w-16 h-16 rounded-full flex items-center justify-center mx-auto mb-3">
|
||
<i class="fas fa-mountain text-blue-600 text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-bold text-blue-800 mb-2">上游</h4>
|
||
<p class="text-gray-700">磷矿（云天化<span class="highlight font-bold">1450万吨</span>、兴发集团<span class="highlight font-bold">585万吨</span>、川恒股份<span class="highlight font-bold">300万吨</span>）</p>
|
||
</div>
|
||
<div class="bg-green-50 p-4 rounded-lg text-center">
|
||
<div class="bg-green-100 w-16 h-16 rounded-full flex items-center justify-center mx-auto mb-3">
|
||
<i class="fas fa-industry text-green-600 text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-bold text-green-800 mb-2">中游</h4>
|
||
<p class="text-gray-700">湿法磷酸（瓮福集团<span class="highlight font-bold">260万吨</span>）、黄磷（兴发集团<span class="highlight font-bold">23万吨</span>）</p>
|
||
</div>
|
||
<div class="bg-purple-50 p-4 rounded-lg text-center">
|
||
<div class="bg-purple-100 w-16 h-16 rounded-full flex items-center justify-center mx-auto mb-3">
|
||
<i class="fas fa-shopping-cart text-purple-600 text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-bold text-purple-800 mb-2">下游</h4>
|
||
<p class="text-gray-700">磷酸铁锂（湖南裕能）、磷肥（云天化<span class="highlight font-bold">445万吨DAP</span>）、饲料钙（川恒股份<span class="highlight font-bold">51万吨MCP</span>）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-indigo-700">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
|
||
<thead class="bg-gray-100">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">公司</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">资源储量</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">2025E股息率</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">新能源布局</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">云天化</td>
|
||
<td class="py-3 px-4"><span class="highlight font-bold">8亿吨磷矿</span>（国内第一）</td>
|
||
<td class="py-3 px-4"><span class="highlight font-bold">5.7%</span></td>
|
||
<td class="py-3 px-4">10万吨磷酸铁+氟硅酸制氢氟酸</td>
|
||
<td class="py-3 px-4">尿素业务拖累</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">兴发集团</td>
|
||
<td class="py-3 px-4"><span class="highlight font-bold">4.1亿吨磷矿</span>+磷石膏处理技术</td>
|
||
<td class="py-3 px-4"><span class="highlight font-bold">5.1%</span></td>
|
||
<td class="py-3 px-4">10万吨磷酸铁锂+电子级磷酸</td>
|
||
<td class="py-3 px-4">有机硅亏损</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">川恒股份</td>
|
||
<td class="py-3 px-4"><span class="highlight font-bold">300万吨磷矿</span>（高品位）</td>
|
||
<td class="py-3 px-4"><span class="highlight font-bold">7.0%</span></td>
|
||
<td class="py-3 px-4">51万吨饲料钙+磷酸铁</td>
|
||
<td class="py-3 px-4">新能源产能爬坡慢</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6">
|
||
<h3 class="text-xl font-semibold mb-4 text-indigo-700">验证与证伪</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-red-50 p-4 rounded-lg border-l-4 border-red-500">
|
||
<h4 class="font-bold text-red-800 mb-2">证伪信号</h4>
|
||
<p class="text-gray-700">湖北宜化2025年6月投产的<span class="highlight font-bold">220万吨磷化工项目</span>若延期，将直接证伪"产能快速释放"逻辑。</p>
|
||
</div>
|
||
<div class="bg-green-50 p-4 rounded-lg border-l-4 border-green-500">
|
||
<h4 class="font-bold text-green-800 mb-2">验证信号</h4>
|
||
<p class="text-gray-700">2025年Q2磷酸铁锂开工率若回升至<span class="highlight font-bold">70%以上</span>，则新能源需求逻辑成立。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险 -->
|
||
<div class="card rounded-2xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-orange-600 mr-3"></i>
|
||
潜在风险
|
||
</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-orange-50 p-5 rounded-lg">
|
||
<div class="bg-orange-100 w-12 h-12 rounded-full flex items-center justify-center mb-3">
|
||
<i class="fas fa-flask text-orange-600 text-xl"></i>
|
||
</div>
|
||
<h3 class="font-bold text-orange-800 mb-2">技术风险</h3>
|
||
<p class="text-gray-700">湿法净化酸纯度<span class="highlight font-bold">85%→99.95%</span>仍需突破膜分离技术（瓮福集团试验阶段）。</p>
|
||
</div>
|
||
<div class="bg-orange-50 p-5 rounded-lg">
|
||
<div class="bg-orange-100 w-12 h-12 rounded-full flex items-center justify-center mb-3">
|
||
<i class="fas fa-balance-scale text-orange-600 text-xl"></i>
|
||
</div>
|
||
<h3 class="font-bold text-orange-800 mb-2">政策风险</h3>
|
||
<p class="text-gray-700">若2025年磷肥出口配额<span class="highlight font-bold">二次收紧</span>（如印度大选后补贴削减），国内价格或承压。</p>
|
||
</div>
|
||
<div class="bg-orange-50 p-5 rounded-lg">
|
||
<div class="bg-orange-100 w-12 h-12 rounded-full flex items-center justify-center mb-3">
|
||
<i class="fas fa-chart-line text-orange-600 text-xl"></i>
|
||
</div>
|
||
<h3 class="font-bold text-orange-800 mb-2">数据矛盾</h3>
|
||
<p class="text-gray-700">百川盈孚预测2025年磷矿<span class="highlight font-bold">新增2285万吨</span>，但路演专家仅确认<span class="highlight font-bold">600万吨</span>可落地，<span class="highlight font-bold">缺口1625万吨</span>需跟踪环评批复。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 结论与投资启示 -->
|
||
<div class="card rounded-2xl p-6 mb-8 bg-gradient-to-r from-blue-50 to-indigo-50">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-flag-checkered text-indigo-600 mr-3"></i>
|
||
结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3 text-indigo-700">阶段判断</h3>
|
||
<p class="text-gray-700 text-lg">磷化工已从<span class="highlight font-bold">"周期博弈"</span>进入<span class="highlight font-bold">"资源重估"</span>阶段，<span class="highlight font-bold">磷矿自给率>80%</span>的企业将享受<span class="highlight font-bold">永续现金流</span>。</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3 text-indigo-700">投资方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-white p-4 rounded-lg shadow-sm">
|
||
<div class="flex items-center mb-2">
|
||
<div class="bg-blue-100 p-2 rounded-full mr-3">
|
||
<i class="fas fa-shield-alt text-blue-600"></i>
|
||
</div>
|
||
<h4 class="font-bold text-blue-800">防御型</h4>
|
||
</div>
|
||
<p class="text-gray-700">云天化（磷矿+高分红，<span class="highlight font-bold">股息率5.7%</span>）</p>
|
||
</div>
|
||
<div class="bg-white p-4 rounded-lg shadow-sm">
|
||
<div class="flex items-center mb-2">
|
||
<div class="bg-green-100 p-2 rounded-full mr-3">
|
||
<i class="fas fa-rocket text-green-600"></i>
|
||
</div>
|
||
<h4 class="font-bold text-green-800">进攻型</h4>
|
||
</div>
|
||
<p class="text-gray-700">川恒股份（饲料钙龙头+磷酸铁弹性，<span class="highlight font-bold">2025E PE 9倍</span>）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3 text-indigo-700">跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-white p-4 rounded-lg shadow-sm">
|
||
<div class="flex items-center mb-2">
|
||
<div class="bg-yellow-100 p-2 rounded-full mr-3">
|
||
<i class="fas fa-coins text-yellow-600"></i>
|
||
</div>
|
||
<h4 class="font-bold text-yellow-800">磷矿价格</h4>
|
||
</div>
|
||
<p class="text-gray-700">若<span class="highlight font-bold">30%品位矿价跌破900元/吨</span>，则供给逻辑证伪。</p>
|
||
</div>
|
||
<div class="bg-white p-4 rounded-lg shadow-sm">
|
||
<div class="flex items-center mb-2">
|
||
<div class="bg-purple-100 p-2 rounded-full mr-3">
|
||
<i class="fas fa-tachometer-alt text-purple-600"></i>
|
||
</div>
|
||
<h4 class="font-bold text-purple-800">磷酸铁锂排产</h4>
|
||
</div>
|
||
<p class="text-gray-700">2025年Q2行业开工率<span class="highlight font-bold">>60%</span>为需求复苏信号。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<div class="card rounded-2xl p-6">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-table text-blue-600 mr-3"></i>
|
||
关联股票数据
|
||
</h2>
|
||
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
|
||
<thead class="bg-gray-100">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">股票</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">行业</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">产业链</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">项目/产品</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">产能</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">湖北宜化(000422)</td>
|
||
<td class="py-3 px-4">磷化工</td>
|
||
<td class="py-3 px-4">磷矿</td>
|
||
<td class="py-3 px-4">年产130万吨磷矿采权</td>
|
||
<td class="py-3 px-4">磷矿储量13000-15000万吨，年产能30万吨</td>
|
||
<td class="py-3 px-4">公司在湖北宜昌、四川拥有磷矿资源，主营化肥产品及磷化工产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">川金诺(300505)</td>
|
||
<td class="py-3 px-4">磷化工</td>
|
||
<td class="py-3 px-4">磷矿</td>
|
||
<td class="py-3 px-4">磷矿石储量53050万吨</td>
|
||
<td class="py-3 px-4">年产能1000万吨（在建750万吨）</td>
|
||
<td class="py-3 px-4">公司主要产品包括饲料添加剂、肥料，需对外采购磷矿</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">鲁北化工(600727)</td>
|
||
<td class="py-3 px-4">磷化工</td>
|
||
<td class="py-3 px-4">磷矿</td>
|
||
<td class="py-3 px-4">山东较大的磷复肥生产企业</td>
|
||
<td class="py-3 px-4">磷酸二铵</td>
|
||
<td class="py-3 px-4">公司磷化工主要产品为磷酸二铵，需对外采购磷矿</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">兴发集团(600141)</td>
|
||
<td class="py-3 px-4">磷化工</td>
|
||
<td class="py-3 px-4">磷矿</td>
|
||
<td class="py-3 px-4">磷矿石储量42900万吨</td>
|
||
<td class="py-3 px-4">年产能415万吨</td>
|
||
<td class="py-3 px-4">公司是精细磷产品门类最全、品种最多的企业之一</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">云图控股(002539)</td>
|
||
<td class="py-3 px-4">磷化工</td>
|
||
<td class="py-3 px-4">磷矿</td>
|
||
<td class="py-3 px-4">磷矿石储量18000万吨</td>
|
||
<td class="py-3 px-4">年产能200万吨</td>
|
||
<td class="py-3 px-4">公司拥有磷矿资源及磷化工产业链</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">川发龙蟒(002312)</td>
|
||
<td class="py-3 px-4">磷化工</td>
|
||
<td class="py-3 px-4">磷矿</td>
|
||
<td class="py-3 px-4">磷矿石储量13718万吨</td>
|
||
<td class="py-3 px-4">年产能365万吨</td>
|
||
<td class="py-3 px-4">公司拥有磷矿资源及磷化工产能</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">宏达股份(600331)</td>
|
||
<td class="py-3 px-4">磷化工</td>
|
||
<td class="py-3 px-4">磷矿</td>
|
||
<td class="py-3 px-4">磷矿石储量7700万吨</td>
|
||
<td class="py-3 px-4">年产能45万吨</td>
|
||
<td class="py-3 px-4">公司涉及磷矿开采及磷化工产品生产</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">中迪投资(000609)</td>
|
||
<td class="py-3 px-4">磷化工</td>
|
||
<td class="py-3 px-4">磷矿</td>
|
||
<td class="py-3 px-4">磷矿石储量7673万吨</td>
|
||
<td class="py-3 px-4">年产能200万吨</td>
|
||
<td class="py-3 px-4">公司拥有磷矿资源及磷化工产能</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">新洋丰(000902)</td>
|
||
<td class="py-3 px-4">磷化工</td>
|
||
<td class="py-3 px-4">磷矿</td>
|
||
<td class="py-3 px-4">磷矿石储量4684.52万吨</td>
|
||
<td class="py-3 px-4">年产能90万吨</td>
|
||
<td class="py-3 px-4">公司拥有磷矿资源及磷复肥产能</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">天原股份(002386)</td>
|
||
<td class="py-3 px-4">磷化工</td>
|
||
<td class="py-3 px-4">磷矿</td>
|
||
<td class="py-3 px-4">磷矿石储量3000万吨</td>
|
||
<td class="py-3 px-4">年产能90万吨</td>
|
||
<td class="py-3 px-4">公司涉及磷矿开采及磷化工产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">金诚信(603979)</td>
|
||
<td class="py-3 px-4">磷化工</td>
|
||
<td class="py-3 px-4">磷矿</td>
|
||
<td class="py-3 px-4">磷矿石储量2133.41万吨</td>
|
||
<td class="py-3 px-4">年产能80万吨</td>
|
||
<td class="py-3 px-4">公司拥有磷矿资源及开采能力</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">云天化(600096)</td>
|
||
<td class="py-3 px-4">磷化工</td>
|
||
<td class="py-3 px-4">农业端</td>
|
||
<td class="py-3 px-4">磷酸一铵产能70万吨，磷酸二铵产能445万吨</td>
|
||
<td class="py-3 px-4">磷铵</td>
|
||
<td class="py-3 px-4">公司磷铵产能全国第一，主要应用于农业肥料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">兴发集团(600141)</td>
|
||
<td class="py-3 px-4">磷化工</td>
|
||
<td class="py-3 px-4">农业端</td>
|
||
<td class="py-3 px-4">精细磷产品门类最全</td>
|
||
<td class="py-3 px-4">磷铵产能60万吨</td>
|
||
<td class="py-3 px-4">公司产品覆盖农业端磷肥及精细磷化工</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">湖北宜化(000422)</td>
|
||
<td class="py-3 px-4">磷化工</td>
|
||
<td class="py-3 px-4">农业端</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">磷酸二铵产能130万吨</td>
|
||
<td class="py-3 px-4">公司磷酸二铵产能用于农业肥料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">新洋丰(000902)</td>
|
||
<td class="py-3 px-4">磷化工</td>
|
||
<td class="py-3 px-4">农业端</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">磷酸一铵产能180万吨（非工业级）</td>
|
||
<td class="py-3 px-4">公司磷酸一铵主要用于农业肥料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">中毅达(600610)</td>
|
||
<td class="py-3 px-4">磷化工</td>
|
||
<td class="py-3 px-4">农业端</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">磷复肥450万吨</td>
|
||
<td class="py-3 px-4">公司磷复肥产能用于农业领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">司尔特(002538)</td>
|
||
<td class="py-3 px-4">磷化工</td>
|
||
<td class="py-3 px-4">农业端</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">复合肥产能180万吨，磷酸一铵产能85万吨</td>
|
||
<td class="py-3 px-4">公司产品覆盖农业用磷肥及农药</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">兴发集团(600141)</td>
|
||
<td class="py-3 px-4">磷化工</td>
|
||
<td class="py-3 px-4">工业端</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">工业级磷酸一铵18万吨</td>
|
||
<td class="py-3 px-4">公司工业级磷酸一铵用于新能源等领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">新安股份(600596)</td>
|
||
<td class="py-3 px-4">磷化工</td>
|
||
<td class="py-3 px-4">工业端</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">工业级磷酸一铵8万吨</td>
|
||
<td class="py-3 px-4">公司工业级磷酸一铵用于工业领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">江山股份(600389)</td>
|
||
<td class="py-3 px-4">磷化工</td>
|
||
<td class="py-3 px-4">工业端</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">工业级磷酸一铵22.3万吨</td>
|
||
<td class="py-3 px-4">公司工业级磷酸一铵用于工业应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">川发龙蟒(002312)</td>
|
||
<td class="py-3 px-4">磷化工</td>
|
||
<td class="py-3 px-4">工业端</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">工业级磷酸一铵40万吨</td>
|
||
<td class="py-3 px-4">公司工业级磷酸一铵产能全国最大</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">川恒股份(002895)</td>
|
||
<td class="py-3 px-4">磷化工</td>
|
||
<td class="py-3 px-4">工业端</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">工业级磷酸一铵14万吨</td>
|
||
<td class="py-3 px-4">公司工业级磷酸一铵用于工业领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">云图控股(002539)</td>
|
||
<td class="py-3 px-4">磷化工</td>
|
||
<td class="py-3 px-4">工业端</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">工业级磷酸一铵43万吨</td>
|
||
<td class="py-3 px-4">公司工业级磷酸一铵用于新能源及储能</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">六国化工(600470)</td>
|
||
<td class="py-3 px-4">磷化工</td>
|
||
<td class="py-3 px-4">工业端</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">工业级磷酸一铵10万吨</td>
|
||
<td class="py-3 px-4">公司工业级磷酸一铵用于工业应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">安纳达(002136)</td>
|
||
<td class="py-3 px-4">磷化工</td>
|
||
<td class="py-3 px-4">工业端</td>
|
||
<td class="py-3 px-4">钛白粉副产品硫酸亚铁生产磷酸铁</td>
|
||
<td class="py-3 px-4">磷酸铁5万吨</td>
|
||
<td class="py-3 px-4">公司利用钛白粉副产品生产磷酸铁</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">中核钛白(002145)</td>
|
||
<td class="py-3 px-4">磷化工</td>
|
||
<td class="py-3 px-4">工业端</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">磷酸铁50万吨</td>
|
||
<td class="py-3 px-4">公司规划磷酸铁产能用于新能源领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">龙柏集团(600610)</td>
|
||
<td class="py-3 px-4">磷化工</td>
|
||
<td class="py-3 px-4">工业端</td>
|
||
<td class="py-3 px-4">规划磷酸铁产能</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">公司计划进入磷酸铁生产领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">鲁北化工(600727)</td>
|
||
<td class="py-3 px-4">磷化工</td>
|
||
<td class="py-3 px-4">工业端</td>
|
||
<td class="py-3 px-4">集团有磷酸铁产能</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">公司涉及磷酸铁生产</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 添加一些简单的交互效果
|
||
document.addEventListener('DOMContentLoaded', function() {
|
||
// 为卡片添加悬停效果
|
||
const cards = document.querySelectorAll('.card');
|
||
cards.forEach(card => {
|
||
card.addEventListener('mouseenter', function() {
|
||
this.style.transform = 'translateY(-5px)';
|
||
this.style.transition = 'transform 0.3s ease';
|
||
});
|
||
card.addEventListener('mouseleave', function() {
|
||
this.style.transform = 'translateY(0)';
|
||
});
|
||
});
|
||
|
||
// 为表格行添加悬停效果
|
||
const tableRows = document.querySelectorAll('tbody tr');
|
||
tableRows.forEach(row => {
|
||
row.addEventListener('mouseenter', function() {
|
||
this.style.backgroundColor = '#f3f4f6';
|
||
});
|
||
row.addEventListener('mouseleave', function() {
|
||
this.style.backgroundColor = '';
|
||
});
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |