587 lines
28 KiB
HTML
587 lines
28 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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<title>绒毛浆行业分析报告</title>
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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://demos.creative-tim.com/soft-ui-design-system-pro/assets/css/nucleo-icons.css" rel="stylesheet" />
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<link href="https://demos.creative-tim.com/soft-ui-design-system-pro/assets/css/nucleo-svg.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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<!-- CSS Files -->
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<link href="https://demos.creative-tim.com/soft-ui-design-system-pro/assets/css/soft-design-system-pro.css?v=1.2.0" rel="stylesheet" />
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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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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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<script src="https://cdn.jsdelivr.net/npm/@tailwindcss/browser@4"></script>
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<style>
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body {
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font-family: 'Inter', sans-serif;
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background-color: #f8fafc;
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}
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.card {
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backdrop-filter: blur(10px);
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background-color: rgba(255, 255, 255, 0.9);
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border: 1px solid rgba(255, 255, 255, 0.18);
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}
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.text-gradient {
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background: linear-gradient(310deg, #2152ff, #21d4fd);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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}
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.bg-gradient-default {
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background: linear-gradient(310deg, #2152ff, #21d4fd);
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}
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.timeline-dot {
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width: 12px;
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height: 12px;
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border-radius: 50%;
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background-color: #2152ff;
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position: absolute;
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left: -6px;
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top: 6px;
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}
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.timeline-line {
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position: absolute;
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left: 0;
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top: 18px;
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bottom: 0;
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width: 1px;
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background-color: #e2e8f0;
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}
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.highlight-box {
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background-color: rgba(33, 82, 255, 0.1);
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border-left: 4px solid #2152ff;
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padding: 1rem;
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margin: 1rem 0;
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border-radius: 0.375rem;
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}
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.risk-box {
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background-color: rgba(239, 68, 68, 0.1);
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border-left: 4px solid #ef4444;
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padding: 1rem;
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margin: 1rem 0;
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border-radius: 0.375rem;
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}
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.opportunity-box {
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background-color: rgba(34, 197, 94, 0.1);
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border-left: 4px solid #22c55e;
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padding: 1rem;
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margin: 1rem 0;
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border-radius: 0.375rem;
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}
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#vanta-bg {
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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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}
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.table-responsive {
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overflow-x: auto;
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}
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@media (max-width: 768px) {
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.card {
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margin-bottom: 1rem;
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}
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.timeline-container {
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padding-left: 1rem;
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}
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}
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</style>
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</head>
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<body>
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<div id="vanta-bg"></div>
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- 标题部分 -->
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<div class="card mb-6 rounded-xl shadow-lg">
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<div class="card-body p-6">
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<div class="flex flex-col md:flex-row justify-between items-start md:items-center">
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<div>
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<h1 class="text-3xl font-bold text-gray-800 mb-2">绒毛浆行业分析报告</h1>
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<p class="text-gray-600">国产替代逻辑从主题炒作进入基本面兑现阶段</p>
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</div>
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<div class="mt-4 md:mt-0">
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<span class="badge badge-info text-white px-3 py-1 rounded-full">战略资源</span>
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<span class="badge badge-success text-white px-3 py-1 rounded-full ml-2">高景气</span>
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</div>
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</div>
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</div>
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</div>
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<!-- 概念事件部分 -->
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<div class="card mb-6 rounded-xl shadow-lg">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-calendar-alt text-blue-500 mr-2"></i>
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概念事件
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</h2>
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<div class="timeline-container relative pl-6">
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<div class="timeline-line"></div>
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<div class="relative mb-6">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<h3 class="text-lg font-semibold text-gray-800">2025-4-21</h3>
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<p class="text-gray-600">美国对华绒毛浆加征 <span class="font-bold text-red-500">125%关税</span> 正式落地，进口成本由 <span class="font-bold">900-1000 美元/吨</span> 跳升至 <span class="font-bold text-red-500">2000 美元/吨以上</span>（≈1.2 万元/吨）。</p>
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</div>
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</div>
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<div class="relative mb-6">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<h3 class="text-lg font-semibold text-gray-800">2025-4-22</h3>
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<p class="text-gray-600">国内贸易商现货报价已突破 <span class="font-bold text-red-500">1 万元/吨</span>（此前 8000 元），国产云景浆跟涨至 <span class="font-bold">8000-9000 元/吨</span>。</p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<h3 class="text-lg font-semibold text-gray-800">2025-4-23</h3>
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<p class="text-gray-600">多家卖方集中路演，确认：</p>
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<ul class="list-disc pl-5 mt-2 text-gray-600">
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<li>中国年需求 <span class="font-bold">70-100 万吨</span>，其中 <span class="font-bold text-red-500">75-90% 依赖美国进口</span>；</li>
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<li>全球可替代产能不足（拉美+欧洲合计仅 <span class="font-bold">10 万吨</span>），缺口短期无解；</li>
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<li>华泰、岳阳林纸、仙鹤、太阳等上市公司密集宣布 <span class="font-bold text-green-500">转产/扩产计划</span>，合计潜在新增产能 <span class="font-bold text-green-500">>70 万吨</span>（25H2-26 年陆续投放）。</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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</div>
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<!-- 核心观点部分 -->
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<div class="card mb-6 rounded-xl shadow-lg">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-lightbulb text-yellow-500 mr-2"></i>
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核心观点摘要
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</h2>
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<div class="highlight-box">
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<p class="text-gray-700">关税壁垒将绒毛浆从"小众木浆"推向"战略资源"，<span class="font-bold text-blue-600">国产替代逻辑正式从主题炒作进入基本面兑现阶段</span>；未来 6-12 个月价格维持 <span class="font-bold">9000-12000 元/吨高位震荡</span>，率先量产且品质达标的浆企将享受 <span class="font-bold text-green-600">吨净利 1500-2000 元</span> 的超额利润。</p>
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</div>
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</div>
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</div>
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<!-- 市场分析部分 -->
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<div class="card mb-6 rounded-xl shadow-lg">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-chart-line text-green-500 mr-2"></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="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-lg font-semibold text-gray-800 mb-3">核心驱动力</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="bg-blue-100 rounded-full p-2 mr-3">
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<i class="fas fa-arrow-down text-blue-600"></i>
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</div>
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<div>
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<h4 class="font-medium text-gray-800">供给断崖</h4>
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<p class="text-sm text-gray-600">美国占全球绒毛浆出口 <span class="font-bold">>80%</span>，关税后中国进口量瞬间收缩 <span class="font-bold">50 万吨</span></p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-green-100 rounded-full p-2 mr-3">
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<i class="fas fa-cogs text-green-600"></i>
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</div>
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<div>
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<h4 class="font-medium text-gray-800">技术门槛可控</h4>
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<p class="text-sm text-gray-600">绒毛浆本质是"针叶浆+后道纤维解离"，国内纸机改造周期 <span class="font-bold">6-9 个月</span>（华泰、岳阳已调试）</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-purple-100 rounded-full p-2 mr-3">
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<i class="fas fa-shield-alt text-purple-600"></i>
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</div>
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<div>
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<h4 class="font-medium text-gray-800">需求刚性</h4>
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<p class="text-sm text-gray-600">下游卫生巾、成人纸尿裤、宠物垫对吸液倍率有硬性指标，<span class="font-bold">无法被阔叶浆/化机浆完全替代</span></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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<h3 class="text-lg font-semibold text-gray-800 mb-3">市场热度与预期差</h3>
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<div class="space-y-3">
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<div class="opportunity-box">
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<h4 class="font-medium text-gray-800">市场热度</h4>
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<p class="text-sm text-gray-700">4-21 至 4-23 三日，造纸指数上涨 <span class="font-bold">8.7%</span>，华泰、岳阳、仙鹤均现 <span class="font-bold">涨停</span>；路演参会人数环比 <span class="font-bold">+300%</span>，情绪极度乐观。</p>
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</div>
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<div class="risk-box">
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<h4 class="font-medium text-gray-800">预期差</h4>
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<p class="text-sm text-gray-700">市场普遍忽视 <span class="font-bold">"品质验证"</span> 风险——国产浆目前只能满足中低端尿裤，<span class="font-bold">高端卫生巾仍需美国长纤浆</span>；若 25H2 国产浆良率不及预期，缺口或持续至 2026 年。</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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</div>
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<!-- 催化剂部分 -->
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<div class="card mb-6 rounded-xl shadow-lg">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-rocket text-purple-500 mr-2"></i>
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关键催化剂与未来发展路径
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</h2>
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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-lg font-semibold text-gray-800 mb-3">近期（3-6 个月）</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="bg-blue-100 rounded-full p-2 mr-3">
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<i class="fas fa-industry text-blue-600"></i>
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</div>
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<div>
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<h4 class="font-medium text-gray-800">岳阳林纸骏泰科技产线</h4>
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<p class="text-sm text-gray-600"><span class="font-bold">5-10 万吨产线 25Q3 投料</span>（路演确认设备改造已完成 70%）</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-green-100 rounded-full p-2 mr-3">
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<i class="fas fa-flask text-green-600"></i>
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</div>
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<div>
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<h4 class="font-medium text-gray-800">华泰股份调试线</h4>
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<p class="text-sm text-gray-600"><span class="font-bold">10 万吨调试线 25Q2 出产品</span>（环评已公示）</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-yellow-100 rounded-full p-2 mr-3">
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<i class="fas fa-file-contract text-yellow-600"></i>
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</div>
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<div>
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<h4 class="font-medium text-gray-800">关税豁免清单</h4>
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<p class="text-sm text-gray-600">若中美重启谈判，可能带来情绪杀</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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<h3 class="text-lg font-semibold text-gray-800 mb-3">长期（1-3 年）</h3>
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<div class="space-y-4">
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<div class="border-l-4 border-green-500 pl-4">
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<h4 class="font-medium text-gray-800">路径 A：国产浆品质突破</h4>
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<p class="text-sm text-gray-600">替代 60% 进口 → 价格回落至 <span class="font-bold">8000-9000 元/吨</span></p>
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</div>
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<div class="border-l-4 border-red-500 pl-4">
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<h4 class="font-medium text-gray-800">路径 B：品质不及预期</h4>
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<p class="text-sm text-gray-600">美国/欧洲扩产 → 价格长期维持 <span class="font-bold">10000+ 元/吨</span></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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</div>
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<!-- 产业链部分 -->
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<div class="card mb-6 rounded-xl shadow-lg">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-sitemap text-indigo-500 mr-2"></i>
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产业链与核心公司深度剖析
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</h2>
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<div class="mb-6">
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<h3 class="text-lg font-semibold text-gray-800 mb-3">产业链图谱</h3>
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<div class="flex flex-col md:flex-row justify-between items-center bg-gray-50 p-4 rounded-lg">
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<div class="text-center mb-4 md:mb-0">
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<div class="bg-blue-100 rounded-full p-3 mx-auto mb-2 w-16 h-16 flex items-center justify-center">
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<i class="fas fa-tree text-blue-600 text-xl"></i>
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</div>
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<p class="font-medium text-gray-800">上游</p>
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<p class="text-sm text-gray-600">针叶木片</p>
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</div>
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<div class="text-center mb-4 md:mb-0">
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<i class="fas fa-arrow-right text-gray-400 text-2xl"></i>
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</div>
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<div class="text-center mb-4 md:mb-0">
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<div class="bg-green-100 rounded-full p-3 mx-auto mb-2 w-16 h-16 flex items-center justify-center">
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<i class="fas fa-industry text-green-600 text-xl"></i>
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</div>
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<p class="font-medium text-gray-800">中游</p>
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<p class="text-sm text-gray-600">绒毛浆</p>
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</div>
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<div class="text-center mb-4 md:mb-0">
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<i class="fas fa-arrow-right text-gray-400 text-2xl"></i>
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</div>
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<div class="text-center">
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<div class="bg-purple-100 rounded-full p-3 mx-auto mb-2 w-16 h-16 flex items-center justify-center">
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<i class="fas fa-shopping-bag text-purple-600 text-xl"></i>
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</div>
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<p class="font-medium text-gray-800">下游</p>
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<p class="text-sm text-gray-600">卫生巾/尿裤品牌</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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<h3 class="text-lg font-semibold text-gray-800 mb-3">核心玩家对比</h3>
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<div class="overflow-x-auto">
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<table class="table w-full">
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<thead>
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<tr class="bg-gray-100">
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<th class="text-left p-3 text-sm font-semibold text-gray-700">公司</th>
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<th class="text-left p-3 text-sm font-semibold text-gray-700">现有产能</th>
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<th class="text-left p-3 text-sm font-semibold text-gray-700">规划产能</th>
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<th class="text-left p-3 text-sm font-semibold text-gray-700">原料来源</th>
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<th class="text-left p-3 text-sm font-semibold text-gray-700">品质进度</th>
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<th class="text-left p-3 text-sm font-semibold text-gray-700">风险点</th>
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</tr>
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</thead>
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<tbody>
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<tr class="border-b">
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<td class="p-3 font-medium text-gray-800">华泰股份</td>
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<td class="p-3 text-gray-600">1 万吨</td>
|
||
<td class="p-3 text-gray-600"><span class="font-bold text-green-600">50 万吨</span>（25-26 年）</td>
|
||
<td class="p-3 text-gray-600">日照港进口木片</td>
|
||
<td class="p-3 text-gray-600">中试产品已送样恒安</td>
|
||
<td class="p-3 text-gray-600">资金压力大（30 亿投资）</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="p-3 font-medium text-gray-800">岳阳林纸</td>
|
||
<td class="p-3 text-gray-600">0</td>
|
||
<td class="p-3 text-gray-600"><span class="font-bold text-green-600">5-10 万吨</span>（25Q3）</td>
|
||
<td class="p-3 text-gray-600">骏泰自产针叶浆</td>
|
||
<td class="p-3 text-gray-600">实验室指标对标 IP</td>
|
||
<td class="p-3 text-gray-600">溶解浆转产良率待验证</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="p-3 font-medium text-gray-800">仙鹤股份</td>
|
||
<td class="p-3 text-gray-600">0</td>
|
||
<td class="p-3 text-gray-600">广西三期未披露</td>
|
||
<td class="p-3 text-gray-600">广西自有林地</td>
|
||
<td class="p-3 text-gray-600">尚未送样</td>
|
||
<td class="p-3 text-gray-600">转产灵活性高但无时间表</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="p-3 font-medium text-gray-800">可靠股份</td>
|
||
<td class="p-3 text-gray-600">参股 8 万吨（33% 权益）</td>
|
||
<td class="p-3 text-gray-600">无</td>
|
||
<td class="p-3 text-gray-600">广西杭港</td>
|
||
<td class="p-3 text-gray-600">已自供 50%</td>
|
||
<td class="p-3 text-gray-600">权益占比低，业绩弹性有限</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="mt-4 highlight-box">
|
||
<h4 class="font-medium text-gray-800 mb-2">验证与证伪</h4>
|
||
<p class="text-sm text-gray-700">路演中岳阳林纸透露 <span class="font-bold">骏泰绒毛浆样品吸液倍率 12g/g（美国标准 13-14g/g）</span>，差距已缩小至 <span class="font-bold">7%</span>；若 25Q3 批量良率 >90%，将直接证伪"国产无法替代"的悲观预期。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 风险部分 -->
|
||
<div class="card mb-6 rounded-xl shadow-lg">
|
||
<div class="card-body p-6">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-red-500 mr-2"></i>
|
||
潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="risk-box">
|
||
<h3 class="font-semibold text-gray-800 mb-2">技术风险</h3>
|
||
<p class="text-sm text-gray-700">国产浆 <span class="font-bold">纤维长度短 10-15%</span>，高端尿裤仍可能 <span class="font-bold">分层起坨</span></p>
|
||
</div>
|
||
|
||
<div class="risk-box">
|
||
<h3 class="font-semibold text-gray-800 mb-2">商业化风险</h3>
|
||
<p class="text-sm text-gray-700">若 25H2 新增产能集中释放，价格或 <span class="font-bold">断崖式下跌</span> 至 7000 元/吨</p>
|
||
</div>
|
||
|
||
<div class="risk-box">
|
||
<h3 class="font-semibold text-gray-800 mb-2">政策风险</h3>
|
||
<p class="text-sm text-gray-700">若关税 <span class="font-bold">阶段性豁免</span>，进口浆回流将 <span class="font-bold">挤压国产份额</span></p>
|
||
</div>
|
||
|
||
<div class="risk-box">
|
||
<h3 class="font-semibold text-gray-800 mb-2">信息矛盾</h3>
|
||
<p class="text-sm text-gray-700">部分路演称"欧洲可补充 20 万吨"，但隆众数据显示 <span class="font-bold">欧洲实际可出口仅 5-8 万吨</span></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 结论部分 -->
|
||
<div class="card mb-6 rounded-xl shadow-lg">
|
||
<div class="card-body p-6">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-check-circle text-green-500 mr-2"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="space-y-4">
|
||
<div class="highlight-box">
|
||
<h3 class="font-semibold text-gray-800 mb-2">阶段判断</h3>
|
||
<p class="text-gray-700"><span class="font-bold text-blue-600">基本面拐点已至</span>，但属于 <span class="font-bold">"高景气+高波动"</span> 赛道，需紧盯产能落地节奏。</p>
|
||
</div>
|
||
|
||
<div class="opportunity-box">
|
||
<h3 class="font-semibold text-gray-800 mb-2">最具价值环节</h3>
|
||
<p class="text-gray-700"><span class="font-bold">率先量产的中游浆厂</span>（华泰、岳阳），吨净利弹性 <span class="font-bold">>200%</span>；下游品牌中 <span class="font-bold">百亚股份</span>（库存充足+顺价能力强）可抵御成本波动。</p>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="font-semibold text-gray-800 mb-2">跟踪指标</h3>
|
||
<div class="space-y-2">
|
||
<div class="flex items-center">
|
||
<div class="bg-blue-100 rounded-full p-1 mr-2">
|
||
<i class="fas fa-circle text-blue-600 text-xs"></i>
|
||
</div>
|
||
<p class="text-gray-700"><span class="font-bold">骏泰科技 25Q3 投料良率</span>（决定国产替代速度）</p>
|
||
</div>
|
||
|
||
<div class="flex items-center">
|
||
<div class="bg-green-100 rounded-full p-1 mr-2">
|
||
<i class="fas fa-circle text-green-600 text-xs"></i>
|
||
</div>
|
||
<p class="text-gray-700"><span class="font-bold">美国 IP/GP 对华报价</span>（判断关税持续性）</p>
|
||
</div>
|
||
|
||
<div class="flex items-center">
|
||
<div class="bg-purple-100 rounded-full p-1 mr-2">
|
||
<i class="fas fa-circle text-purple-600 text-xs"></i>
|
||
</div>
|
||
<p class="text-gray-700"><span class="font-bold">下游品牌国产浆采购比例</span>（验证市场接受度）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 股票表格部分 -->
|
||
<div class="card rounded-xl shadow-lg">
|
||
<div class="card-body p-6">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-table text-indigo-500 mr-2"></i>
|
||
关联股票数据
|
||
</h2>
|
||
|
||
<div class="table-responsive">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr class="bg-gray-100">
|
||
<th class="text-left p-3 text-sm font-semibold text-gray-700">股票名称</th>
|
||
<th class="text-left p-3 text-sm font-semibold text-gray-700">项目</th>
|
||
<th class="text-left p-3 text-sm font-semibold text-gray-700">分类</th>
|
||
<th class="text-left p-3 text-sm font-semibold text-gray-700">产业链</th>
|
||
<th class="text-left p-3 text-sm font-semibold text-gray-700">行业</th>
|
||
<th class="text-left p-3 text-sm font-semibold text-gray-700">投资逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b">
|
||
<td class="p-3 font-medium text-gray-800">华泰股份</td>
|
||
<td class="p-3 text-gray-600">年产50万吨绒毛浆生产线</td>
|
||
<td class="p-3 text-gray-600">卫生用品原材料</td>
|
||
<td class="p-3 text-gray-600">上游原材料供应商</td>
|
||
<td class="p-3 text-gray-600">造纸业</td>
|
||
<td class="p-3 text-gray-600">公司计划投资30亿元建设绒毛浆生产线，产品用于生产卫生巾、纸尿裤等卫生用品</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="p-3 font-medium text-gray-800">岳阳林纸</td>
|
||
<td class="p-3 text-gray-600">骏泰科技绒毛浆项目</td>
|
||
<td class="p-3 text-gray-600">进口替代产品</td>
|
||
<td class="p-3 text-gray-600">上游原材料</td>
|
||
<td class="p-3 text-gray-600">造纸业</td>
|
||
<td class="p-3 text-gray-600">全资子公司骏泰科技自主研发的绒毛浆达到北美进口标准，形成进口替代能力</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="p-3 font-medium text-gray-800">青山纸业</td>
|
||
<td class="p-3 text-gray-600">竹木混合浆生产线</td>
|
||
<td class="p-3 text-gray-600">竹纤维技术</td>
|
||
<td class="p-3 text-gray-600">原材料生产</td>
|
||
<td class="p-3 text-gray-600">造纸业</td>
|
||
<td class="p-3 text-gray-600">国内最大竹木混合浆生产商，15万吨绒毛浆产能，竹纤维替代技术突破</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="p-3 font-medium text-gray-800">仙鹤股份</td>
|
||
<td class="p-3 text-gray-600">广西/湖北基地纸浆线转产绒毛浆</td>
|
||
<td class="p-3 text-gray-600">产能转换</td>
|
||
<td class="p-3 text-gray-600">生产灵活调整</td>
|
||
<td class="p-3 text-gray-600">造纸业</td>
|
||
<td class="p-3 text-gray-600">广西/湖北基地90万吨纸浆线具备转产绒毛浆能力</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="p-3 font-medium text-gray-800">景兴纸业</td>
|
||
<td class="p-3 text-gray-600">10万吨绒毛浆技改项目</td>
|
||
<td class="p-3 text-gray-600">技术改造</td>
|
||
<td class="p-3 text-gray-600">产能扩张</td>
|
||
<td class="p-3 text-gray-600">造纸业</td>
|
||
<td class="p-3 text-gray-600">10万吨绒毛浆技改项目即将投产</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="p-3 font-medium text-gray-800">可靠股份</td>
|
||
<td class="p-3 text-gray-600">-</td>
|
||
<td class="p-3 text-gray-600">成本结构</td>
|
||
<td class="p-3 text-gray-600">下游产品</td>
|
||
<td class="p-3 text-gray-600">成人护理用品</td>
|
||
<td class="p-3 text-gray-600">成人纸尿裤中绒毛浆占成本35%，提价能力支撑弹性</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="p-3 font-medium text-gray-800">欧克科技</td>
|
||
<td class="p-3 text-gray-600">生活用纸设备技改</td>
|
||
<td class="p-3 text-gray-600">设备制造</td>
|
||
<td class="p-3 text-gray-600">设备供应</td>
|
||
<td class="p-3 text-gray-600">机械制造</td>
|
||
<td class="p-3 text-gray-600">生活用纸设备次新股，技改推进研发</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- JavaScript -->
|
||
<script src="https://cdn.jsdelivr.net/npm/@tailwindcss/browser@4"></script>
|
||
<script src="https://cdnjs.cloudflare.com/ajax/libs/three.js/r134/three.min.js"></script>
|
||
<script src="https://cdnjs.cloudflare.com/ajax/libs/vanta/0.5.24/vanta.waves.min.js"></script>
|
||
<script>
|
||
// 初始化Vanta.js背景效果
|
||
VANTA.WAVES({
|
||
el: "#vanta-bg",
|
||
mouseControls: true,
|
||
touchControls: true,
|
||
gyroControls: false,
|
||
minHeight: 200.00,
|
||
minWidth: 200.00,
|
||
scale: 1.00,
|
||
scaleMobile: 1.00,
|
||
color: 0xf0f9ff,
|
||
shininess: 30.00,
|
||
waveHeight: 10.00,
|
||
waveSpeed: 0.75,
|
||
zoom: 0.85
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |