455 lines
30 KiB
HTML
455 lines
30 KiB
HTML
<!DOCTYPE html>
|
||
<html lang="zh-CN" data-theme="night">
|
||
<head>
|
||
<meta charset="UTF-8">
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<title>己内酰胺 - 深度投研报告</title>
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.2/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
|
||
<style>
|
||
@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
|
||
body {
|
||
font-family: 'Noto Sans SC', sans-serif;
|
||
background-color: #0a0a0f;
|
||
color: #e0e0e0;
|
||
overflow-x: hidden;
|
||
}
|
||
.turrell-glow {
|
||
position: fixed;
|
||
top: 50%;
|
||
left: 50%;
|
||
width: 1200px;
|
||
height: 1200px;
|
||
background: radial-gradient(circle, rgba(29, 78, 216, 0.15) 0%, rgba(10, 10, 15, 0) 60%);
|
||
transform: translate(-50%, -50%);
|
||
z-index: -1;
|
||
pointer-events: none;
|
||
}
|
||
.glass-card {
|
||
background: rgba(255, 255, 255, 0.05);
|
||
backdrop-filter: blur(20px);
|
||
-webkit-backdrop-filter: blur(20px);
|
||
border: 1px solid rgba(255, 255, 255, 0.1);
|
||
transition: all 0.3s ease;
|
||
}
|
||
.glass-card:hover {
|
||
background: rgba(255, 255, 255, 0.08);
|
||
border: 1px solid rgba(255, 255, 255, 0.2);
|
||
}
|
||
.bento-grid {
|
||
display: grid;
|
||
gap: 1.5rem;
|
||
grid-template-columns: repeat(1, 1fr);
|
||
}
|
||
@media (min-width: 1024px) {
|
||
.bento-grid {
|
||
grid-template-columns: repeat(4, 1fr);
|
||
}
|
||
}
|
||
.grid-col-span-2 {
|
||
grid-column: span 1;
|
||
}
|
||
@media (min-width: 1024px) {
|
||
.grid-col-span-2 {
|
||
grid-column: span 2;
|
||
}
|
||
}
|
||
.grid-row-span-2 {
|
||
grid-row: span 1;
|
||
}
|
||
@media (min-width: 1024px) {
|
||
.grid-row-span-2 {
|
||
grid-row: span 2;
|
||
}
|
||
}
|
||
.section-title {
|
||
font-size: 2.25rem;
|
||
font-weight: 700;
|
||
background: -webkit-linear-gradient(45deg, #a5b4fc, #3b82f6);
|
||
-webkit-background-clip: text;
|
||
-webkit-text-fill-color: transparent;
|
||
}
|
||
.sub-title {
|
||
font-size: 1.5rem;
|
||
font-weight: 600;
|
||
color: #c7d2fe;
|
||
border-left: 3px solid #4f46e5;
|
||
padding-left: 1rem;
|
||
}
|
||
.highlight-text {
|
||
color: #818cf8;
|
||
font-weight: 500;
|
||
}
|
||
.tab-active {
|
||
background-color: rgba(99, 102, 241, 0.3) !important;
|
||
color: #e0e0e0 !important;
|
||
border-bottom: 2px solid #6366f1;
|
||
}
|
||
.table th, .table td {
|
||
border-color: rgba(255, 255, 255, 0.15);
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="min-h-screen">
|
||
<div class="turrell-glow"></div>
|
||
<div class="relative z-10 container mx-auto p-4 lg:p-8">
|
||
|
||
<header class="text-center py-12">
|
||
<h1 class="text-5xl lg:text-7xl font-bold tracking-tighter bg-clip-text text-transparent bg-gradient-to-br from-gray-200 via-gray-400 to-gray-600">
|
||
己内酰胺
|
||
</h1>
|
||
<p class="text-xl lg:text-2xl mt-4 text-gray-400">深度投研报告</p>
|
||
<div class="mt-6 text-sm text-gray-500 max-w-4xl mx-auto glass-card rounded-2xl p-3">
|
||
<p>由 <span class="font-semibold text-indigo-400">北京价值前沿科技有限公司 AI投研agent：“价小前投研”</span> 进行投研呈现。</p>
|
||
<p>本报告为AI基于多源信息合成，不构成投资建议，投资需谨慎。</p>
|
||
</div>
|
||
</header>
|
||
|
||
<main class="space-y-12">
|
||
|
||
<!-- 核心事件与观点 -->
|
||
<section>
|
||
<div class="bento-grid">
|
||
<!-- 核心事件 -->
|
||
<div class="glass-card rounded-3xl p-6 lg:p-8 grid-col-span-2 grid-row-span-2 flex flex-col justify-between">
|
||
<div>
|
||
<div class="badge badge-primary badge-outline mb-4">核心事件</div>
|
||
<h2 class="text-2xl lg:text-3xl font-bold text-white mb-4">行业自救：“反内卷”的序幕</h2>
|
||
<p class="text-gray-300 mb-6">
|
||
2025年11月5日，己内酰胺行业核心企业发起了一场旨在扭转长期严重亏损局面的“反内卷”自救行动。面对行业平均单吨亏损超 <span class="highlight-text">600元</span>、毛利低至 <span class="highlight-text">-1653元/吨</span> 的极限亏损状态，与会企业达成共识：<strong class="text-indigo-300">阶段性联合减产20%</strong>，并同步提价。此举成为概念的核心催化剂，开启了行业底部反转的序幕。
|
||
</p>
|
||
</div>
|
||
<div class="space-y-4">
|
||
<div class="flex items-center gap-4">
|
||
<div class="w-16 h-16 flex-shrink-0 flex items-center justify-center bg-indigo-900/50 rounded-2xl border border-indigo-700">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-8 w-8 text-indigo-300" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 7h8m0 0v8m0-8l-8 8-4-4-6 6" /></svg>
|
||
</div>
|
||
<div>
|
||
<p class="font-semibold text-white text-lg">价格修复启动</p>
|
||
<p class="text-gray-400">会后价格应声上涨，开启修复通道。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-center gap-4">
|
||
<div class="w-16 h-16 flex-shrink-0 flex items-center justify-center bg-indigo-900/50 rounded-2xl border border-indigo-700">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-8 w-8 text-indigo-300" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 8c-1.657 0-3 .895-3 2s1.343 2 3 2 3 .895 3 2-1.343 2-3 2m0-8c1.11 0 2.08.402 2.599 1M12 8V7m0 1v.01" /></svg>
|
||
</div>
|
||
<div>
|
||
<p class="font-semibold text-white text-lg">盈利亟待改善</p>
|
||
<p class="text-gray-400">尽管价格上涨，行业仍处极限亏损。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 价格走势图 -->
|
||
<div class="glass-card rounded-3xl p-6 grid-col-span-2">
|
||
<h3 class="font-semibold text-white mb-2">价格修复趋势 (元/吨)</h3>
|
||
<div id="priceChart" style="width: 100%; height: 280px;"></div>
|
||
</div>
|
||
|
||
<!-- 核心数据 -->
|
||
<div class="glass-card rounded-3xl p-6">
|
||
<h3 class="font-semibold text-white mb-4">总产能</h3>
|
||
<p class="text-4xl font-bold text-indigo-300">752 <span class="text-lg">万吨</span></p>
|
||
<p class="text-sm text-gray-400">截至 2025-11-10</p>
|
||
</div>
|
||
<div class="glass-card rounded-3xl p-6">
|
||
<h3 class="font-semibold text-white mb-4">会后开工率</h3>
|
||
<p class="text-4xl font-bold text-indigo-300">84.6<span class="text-lg">%</span></p>
|
||
<p class="text-sm text-gray-400">已从高位回落</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 核心观点摘要 -->
|
||
<section class="glass-card rounded-3xl p-6 lg:p-8">
|
||
<h2 class="sub-title mb-6">核心观点摘要</h2>
|
||
<p class="text-lg text-gray-300 leading-relaxed">
|
||
己内酰胺概念已从深度的周期性亏损阶段，进入了由 <strong class="text-indigo-300">行业自发供给侧改革</strong>（“反内卷”联合减产）驱动的 <strong class="text-indigo-300">底部反转初期</strong>。其核心驱动力是企业在极限亏损下的求生本能，而非需求端的强劲复苏。未来潜力取决于减产联盟的 <strong class="highlight-text">执行纪律</strong> 和下游需求的 <strong class="highlight-text">承接能力</strong>，短期价格弹性显著，但长期盈利修复之路仍充满博弈。
|
||
</p>
|
||
</section>
|
||
|
||
<!-- 深度分析 -->
|
||
<section x-data="{ tab: 'logic' }">
|
||
<div class="tabs tabs-boxed bg-transparent mb-6 border-b border-white/10 rounded-none">
|
||
<a class="tab tab-lg" :class="{ 'tab-active': tab === 'logic' }" @click="tab = 'logic'">核心逻辑与市场认知</a>
|
||
<a class="tab tab-lg" :class="{ 'tab-active': tab === 'catalyst' }" @click="tab = 'catalyst'">催化剂与发展路径</a>
|
||
<a class="tab tab-lg" :class="{ 'tab-active': tab === 'risk' }" @click="tab = 'risk'">潜在风险与挑战</a>
|
||
</div>
|
||
|
||
<div class="glass-card rounded-3xl p-6 lg:p-8">
|
||
<!-- 核心逻辑与市场认知 -->
|
||
<div x-show="tab === 'logic'" x-transition>
|
||
<h3 class="sub-title mb-6">亏损驱动的供给收缩</h3>
|
||
<div class="space-y-6 text-gray-300">
|
||
<p>支撑该概念的根本逻辑是 <strong class="highlight-text">“亏损驱动的供给收缩”</strong>。这并非技术突破或政策强制，而是典型的市场化出清逻辑。当行业普遍陷入严重亏损（毛利-1653元/吨），头部企业有强烈的动机和共识来改变“囚徒困境”，通过协同减产来换取价格修复和生存空间。</p>
|
||
|
||
<div class="p-4 border border-white/10 rounded-2xl bg-white/5">
|
||
<h4 class="font-semibold text-white mb-2">市场热度与情绪：乐观与观望并存</h4>
|
||
<p class="mb-2">当前市场关注度<strong class="text-indigo-300">极高</strong>。乐观情绪来源于减产落地和价格迅速上涨的可验证利好。然而，市场对减产联盟的稳定性、以及涨价对下游利润的挤压效应仍存观望情绪，成本能否顺利传导是关键。</p>
|
||
</div>
|
||
|
||
<div class="p-4 border border-white/10 rounded-2xl bg-white/5">
|
||
<h4 class="font-semibold text-white mb-2">预期差分析：被忽略的“脆弱性”</h4>
|
||
<p>市场共识是减产成功，价格修复通道已打开。但潜在的预期差在于：</p>
|
||
<ul class="list-disc list-inside mt-2 space-y-2">
|
||
<li><strong class="highlight-text">减产纪律的脆弱性：</strong> 历史数据显示，行业“即使亏损也难减产”。当前的团结建立在“共同赴死”的恐惧之上，一旦利润修复，联盟可能因个别企业抢跑而瓦解。</li>
|
||
<li><strong class="highlight-text">下游的“反制”：</strong> 市场聚焦于己内酰胺环节的盈利修复，但忽略了涨价对下游尼龙6产业的利润挤压。研报数据显示锦纶纤维价差已大幅回落，若下游抵制高价原料，将从需求端证伪本轮涨价的可持续性。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 催化剂与发展路径 -->
|
||
<div x-show="tab === 'catalyst'" x-transition style="display: none;">
|
||
<h3 class="sub-title mb-6">近期与长期驱动力</h3>
|
||
<div class="grid md:grid-cols-2 gap-6 text-gray-300">
|
||
<div class="p-4 border border-white/10 rounded-2xl bg-white/5">
|
||
<h4 class="font-semibold text-white mb-2">近期催化剂 (未来3-6个月)</h4>
|
||
<ul class="list-disc list-inside space-y-2">
|
||
<li><strong class="highlight-text">减产数据验证：</strong> 行业开工率、产量、库存数据能否持续维持低位。</li>
|
||
<li><strong class="highlight-text">下游季节性复苏：</strong> 春节后纺织旺季能否顺利承接提价，形成供需共振。</li>
|
||
<li><strong class="highlight-text">成本端价格波动：</strong> 上游纯苯价格坚挺将提供成本支撑。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="p-4 border border-white/10 rounded-2xl bg-white/5">
|
||
<h4 class="font-semibold text-white mb-2">长期发展路径</h4>
|
||
<ul class="list-disc list-inside space-y-2">
|
||
<li><strong class="highlight-text">行业出清与集中度提升：</strong> 高成本老旧产能淘汰，龙头份额提升。</li>
|
||
<li><strong class="highlight-text">一体化与成本竞争：</strong> 产业链一体化成为核心竞争力，平滑周期波动。</li>
|
||
<li><strong class="highlight-text">技术路线颠覆：</strong> 需长期关注醋酸法等新工艺对成本结构的潜在冲击。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div x-show="tab === 'risk'" x-transition style="display: none;">
|
||
<h3 class="sub-title mb-6">核心风险点</h3>
|
||
<div class="space-y-4 text-gray-300">
|
||
<div class="p-4 border border-red-500/30 rounded-2xl bg-red-900/10">
|
||
<h4 class="font-semibold text-red-300 mb-2">商业化/市场风险 (最核心)</h4>
|
||
<ul class="list-disc list-inside space-y-1">
|
||
<li><strong class="text-red-300">减产联盟瓦解：</strong> 最大的不确定性。价格修复后，部分企业可能为抢占份额率先增产。</li>
|
||
<li><strong class="text-red-300">下游需求不及预期：</strong> 若终端需求持续疲软，提价难以为继。</li>
|
||
<li><strong class="text-red-300">新增产能冲击：</strong> 恒逸石化120万吨项目是悬在行业头顶的“达摩克利斯之剑”。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="p-4 border border-amber-500/30 rounded-2xl bg-amber-900/10">
|
||
<h4 class="font-semibold text-amber-300 mb-2">信息交叉验证风险</h4>
|
||
<p><strong class="text-amber-300">核心矛盾：</strong> 路演观点“行业亏损也难减产”与当前“成功执行减产”形成鲜明对比，揭示了当前减产行为的“反常性”和“脆弱性”。这并非行业常态，而是非常时期的非常之举，可持续性存疑。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 产业链与核心公司 -->
|
||
<section class="glass-card rounded-3xl p-6 lg:p-8">
|
||
<h2 class="sub-title mb-6">产业链与核心公司剖析</h2>
|
||
<div class="grid lg:grid-cols-3 gap-6">
|
||
<!-- 产业链图谱 -->
|
||
<div class="lg:col-span-1 space-y-4">
|
||
<div class="p-4 rounded-2xl bg-white/5 border border-white/10">
|
||
<p class="text-center font-bold text-lg text-cyan-300">上游</p>
|
||
<p class="text-center text-gray-300">纯苯、合成氨</p>
|
||
</div>
|
||
<div class="flex justify-center">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-8 w-8 text-gray-500" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 14l-7 7m0 0l-7-7m7 7V3" /></svg>
|
||
</div>
|
||
<div class="p-4 rounded-2xl bg-indigo-900/30 border border-indigo-700 ring-2 ring-indigo-500">
|
||
<p class="text-center font-bold text-lg text-indigo-300">中游 · 己内酰胺生产</p>
|
||
<p class="text-center text-gray-300">技术与资本密集型</p>
|
||
</div>
|
||
<div class="flex justify-center">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-8 w-8 text-gray-500" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 14l-7 7m0 0l-7-7m7 7V3" /></svg>
|
||
</div>
|
||
<div class="p-4 rounded-2xl bg-white/5 border border-white/10">
|
||
<p class="text-center font-bold text-lg text-emerald-300">下游</p>
|
||
<p class="text-center text-gray-300">95%用于生产尼龙6 (PA6)</p>
|
||
<p class="text-center text-xs text-gray-400">(锦纶纤维、工程塑料)</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心玩家 -->
|
||
<div class="lg:col-span-2 space-y-4">
|
||
<div class="p-4 rounded-2xl bg-white/5 border border-white/10">
|
||
<h4 class="font-semibold text-white text-lg">领导者: 恒逸石化</h4>
|
||
<p class="text-gray-300">即将投产120万吨一体化项目，将成行业巨头，通过一体化平抑原料波动。风险在于新产能释放节奏。</p>
|
||
</div>
|
||
<div class="p-4 rounded-2xl bg-white/5 border border-white/10">
|
||
<h4 class="font-semibold text-white text-lg">成本领先者: 鲁西化工</h4>
|
||
<p class="text-gray-300">2024年9月新投产项目“成本最低”，在行业复苏初期盈利弹性最大。</p>
|
||
</div>
|
||
<div class="p-4 rounded-2xl bg-white/5 border border-white/10">
|
||
<h4 class="font-semibold text-white text-lg">稳健运营者: 华鲁恒升</h4>
|
||
<p class="text-gray-300">煤化工龙头，精细化管理和成本控制能力强，具备合成氨自供优势。</p>
|
||
</div>
|
||
<div class="p-4 rounded-2xl bg-white/5 border border-white/10">
|
||
<h4 class="font-semibold text-white text-lg">需重点跟踪指标</h4>
|
||
<div class="flex flex-wrap gap-2 mt-2">
|
||
<span class="badge badge-info badge-outline">行业周度开工率</span>
|
||
<span class="badge badge-success badge-outline">企业库存天数</span>
|
||
<span class="badge badge-warning badge-outline">己内酰胺-纯苯价差</span>
|
||
<span class="badge badge-error badge-outline">尼龙6-己内酰胺价差</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 核心标的 -->
|
||
<section>
|
||
<h2 class="section-title text-center mb-8">核心标的池</h2>
|
||
<div class="glass-card rounded-3xl overflow-x-auto">
|
||
<table class="table table-zebra-zebra">
|
||
<thead class="text-base text-white">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑 / 产能</th>
|
||
<th>标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>恒申新材</td><td><a href="https://valuefrontier.cn/company?scode=000782" target="_blank" class="link link-primary">000782</a></td><td>控股股东恒申集团体内产能170万吨/年</td><td><div class="badge badge-accent">集团产能</div></td></tr>
|
||
<tr><td>滨海能源</td><td><a href="https://valuefrontier.cn/company?scode=000695" target="_blank" class="link link-primary">000695</a></td><td>拟收购沧州旭阳，产能75万吨/年</td><td><div class="badge badge-info">公司产能</div></td></tr>
|
||
<tr><td>鲁西化工</td><td><a href="https://valuefrontier.cn/company?scode=000830" target="_blank" class="link link-primary">000830</a></td><td>产能70万吨/年，新项目成本优势显著</td><td><div class="badge badge-info">公司产能</div></td></tr>
|
||
<tr><td>恒逸石化</td><td><a href="https://valuefrontier.cn/company?scode=000703" target="_blank" class="link link-primary">000703</a></td><td>参股40万吨/年；新增120万吨一体化项目一期进入试生产</td><td><div class="badge badge-info">公司产能</div></td></tr>
|
||
<tr><td>中国化学</td><td><a href="https://valuefrontier.cn/company?scode=601117" target="_blank" class="link link-primary">601117</a></td><td>天辰耀隆（持股60%）产能53万吨/年</td><td><div class="badge badge-info">公司产能</div></td></tr>
|
||
<tr><td>华鲁恒升</td><td><a href="https://valuefrontier.cn/company?scode=600426" target="_blank" class="link link-primary">600426</a></td><td>产能30万吨/年，成本控制能力强</td><td><div class="badge badge-info">公司产能</div></td></tr>
|
||
<tr><td>神马股份</td><td><a href="https://valuefrontier.cn/company?scode=600810" target="_blank" class="link link-primary">600810</a></td><td>控股股东神马集团产能30万吨/年；后续拟扩产</td><td><div class="badge badge-accent">集团产能</div></td></tr>
|
||
<tr><td>兖矿能源</td><td><a href="https://valuefrontier.cn/company?scode=600188" target="_blank" class="link link-primary">600188</a></td><td>全资子公司鲁南化工产能30万吨/年</td><td><div class="badge badge-info">公司产能</div></td></tr>
|
||
<tr><td>巨化股份</td><td><a href="https://valuefrontier.cn/company?scode=600160" target="_blank" class="link link-primary">600160</a></td><td>产能15万吨/年</td><td><div class="badge badge-info">公司产能</div></td></tr>
|
||
<tr><td>兰花科创</td><td><a href="https://valuefrontier.cn/company?scode=600123" target="_blank" class="link link-primary">600123</a></td><td>产能14万吨/年</td><td><div class="badge badge-info">公司产能</div></td></tr>
|
||
<tr><td>台华新材</td><td><a href="https://valuefrontier.cn/company?scode=603055" target="_blank" class="link link-primary">603055</a></td><td>利用化学法再生尼龙技术，解聚得到己内酰胺单体</td><td><div class="badge badge-info">公司产能</div></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 涨幅异动分析 -->
|
||
<section>
|
||
<h2 class="section-title text-center mb-8">相关标的异动归因分析</h2>
|
||
<div class="space-y-6">
|
||
<div class="glass-card rounded-3xl p-6 lg:p-8">
|
||
<div class="flex flex-col md:flex-row gap-4 mb-4">
|
||
<h3 class="text-2xl font-bold text-white">聚合顺 (605166)</h3>
|
||
<div class="flex items-center gap-2">
|
||
<span class="badge badge-lg badge-success">2025-08-08 上涨 5.03%</span>
|
||
</div>
|
||
</div>
|
||
<p class="font-semibold text-indigo-300 mb-2">核心归因：下游PEEK材料行业利好消息直接带动 + 市场情绪与资金推动。</p>
|
||
<p class="text-gray-300">
|
||
作为PEEK上游原材料供应商，聚合顺受益于国恩股份投资PEEK生产线和特斯拉Optimus V3量产的预期，市场对其未来业绩预期提升。同时，小盘股特性、低估值以及抖音直播间等渠道推荐吸引了资金关注，共同推动股价上涨。
|
||
</p>
|
||
</div>
|
||
<div class="glass-card rounded-3xl p-6 lg:p-8">
|
||
<div class="flex flex-col md:flex-row gap-4 mb-4">
|
||
<h3 class="text-2xl font-bold text-white">华软科技 (002453)</h3>
|
||
<div class="flex items-center gap-2">
|
||
<span class="badge badge-lg badge-error">2025-11-12 上涨 10.03%</span>
|
||
</div>
|
||
</div>
|
||
<p class="font-semibold text-indigo-300 mb-2">核心归因：“造纸+化工”双热点叠加下的游资短炒。</p>
|
||
<p class="text-gray-300">
|
||
上涨主要受两大行业情绪外溢影响：1）造纸行业涨价，公司AKD施胶剂受益补库需求。2）化工行业“反内卷”，特别是己内酰胺和有机硅的减产行为，市场赋予公司主营的精细化工涨价期权。叠加“出口退税”小作文，形成情绪共振。
|
||
</p>
|
||
</div>
|
||
<div class="glass-card rounded-3xl p-6 lg:p-8">
|
||
<div class="flex flex-col md:flex-row gap-4 mb-4">
|
||
<h3 class="text-2xl font-bold text-white">新乡化纤 (000949)</h3>
|
||
<div class="flex items-center gap-2">
|
||
<span class="badge badge-lg badge-error">2025-11-10 上涨 10.0%</span>
|
||
</div>
|
||
</div>
|
||
<p class="font-semibold text-indigo-300 mb-2">核心归因：“氨纶可做机器人电子皮肤”新需求 + 化工周期反转预期共振。</p>
|
||
<p class="text-gray-300">
|
||
周末发酵的“氨纶纤维制备仿生皮肤”为公司主营产品氨纶丝束带来了0到1的新需求想象空间。同时，氨纶自身库存下降、价格回升，叠加己内酰胺等产品打响的化工“反内卷”第一枪，公司作为小市值标的成为资金首选，形成情绪与周期的共振。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
var chartDom = document.getElementById('priceChart');
|
||
var myChart = echarts.init(chartDom);
|
||
var option;
|
||
|
||
option = {
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
backgroundColor: 'rgba(17, 24, 39, 0.8)',
|
||
borderColor: '#4f46e5',
|
||
textStyle: {
|
||
color: '#e0e0e0'
|
||
}
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '3%',
|
||
containLabel: true
|
||
},
|
||
xAxis: {
|
||
type: 'category',
|
||
boundaryGap: false,
|
||
data: ['11-05 (会前)', '11-05 (会后)', '11-11', '11-26'],
|
||
axisLine: { lineStyle: { color: 'rgba(255, 255, 255, 0.2)' } },
|
||
axisLabel: { color: '#a0aec0' }
|
||
},
|
||
yAxis: {
|
||
type: 'value',
|
||
min: 8000,
|
||
axisLabel: { color: '#a0aec0' },
|
||
splitLine: { lineStyle: { color: 'rgba(255, 255, 255, 0.1)', type: 'dashed' } }
|
||
},
|
||
series: [
|
||
{
|
||
name: '己内酰胺价格',
|
||
type: 'line',
|
||
smooth: true,
|
||
symbol: 'circle',
|
||
symbolSize: 8,
|
||
data: [8150-100, 8150, 8150, 8950],
|
||
itemStyle: {
|
||
color: '#6366f1'
|
||
},
|
||
lineStyle: {
|
||
color: '#818cf8',
|
||
width: 3,
|
||
shadowColor: 'rgba(129, 140, 248, 0.5)',
|
||
shadowBlur: 10
|
||
},
|
||
areaStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{
|
||
offset: 0,
|
||
color: 'rgba(99, 102, 241, 0.5)'
|
||
}, {
|
||
offset: 1,
|
||
color: 'rgba(99, 102, 241, 0)'
|
||
}])
|
||
},
|
||
markPoint: {
|
||
data: [
|
||
{ name: '行业会议', coord: [1, 8150] }
|
||
],
|
||
symbolSize: 60,
|
||
itemStyle: { color: '#c7d2fe' },
|
||
label: { color: '#0a0a0f', fontWeight: 'bold' }
|
||
}
|
||
}
|
||
]
|
||
};
|
||
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |