578 lines
26 KiB
HTML
578 lines
26 KiB
HTML
|
||
<!DOCTYPE html>
|
||
<html lang="zh-CN">
|
||
<head>
|
||
<meta charset="utf-8" />
|
||
<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
|
||
<title>机电行业分析报告</title>
|
||
|
||
<!-- CSS Files -->
|
||
<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
|
||
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@5/themes.css" rel="stylesheet" type="text/css" />
|
||
|
||
<!-- Font Awesome Icons -->
|
||
<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
|
||
|
||
<style>
|
||
body {
|
||
font-family: 'Inter', sans-serif;
|
||
background-color: #f8fafc;
|
||
}
|
||
|
||
.gradient-bg {
|
||
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
|
||
}
|
||
|
||
.card-shadow {
|
||
box-shadow: 0 10px 15px -3px rgba(0, 0, 0, 0.1), 0 4px 6px -2px rgba(0, 0, 0, 0.05);
|
||
}
|
||
|
||
.text-gradient {
|
||
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
|
||
-webkit-background-clip: text;
|
||
-webkit-text-fill-color: transparent;
|
||
}
|
||
|
||
.particle-container {
|
||
position: fixed;
|
||
top: 0;
|
||
left: 0;
|
||
width: 100%;
|
||
height: 100%;
|
||
z-index: -1;
|
||
}
|
||
|
||
.table-responsive {
|
||
overflow-x: auto;
|
||
}
|
||
|
||
@media (max-width: 768px) {
|
||
.table-responsive {
|
||
font-size: 0.875rem;
|
||
}
|
||
|
||
.card-body {
|
||
padding: 1rem;
|
||
}
|
||
}
|
||
</style>
|
||
</head>
|
||
<body>
|
||
<!-- Particle Background -->
|
||
<div id="tsparticles" class="particle-container"></div>
|
||
|
||
<!-- Main Content -->
|
||
<div class="container mx-auto px-4 py-8 max-w-6xl">
|
||
<!-- Header Section -->
|
||
<div class="text-center mb-12">
|
||
<h1 class="text-4xl md:text-5xl font-bold text-gray-800 mb-4">机电行业分析报告</h1>
|
||
<p class="text-lg text-gray-600 max-w-3xl mx-auto">深度解析机电行业发展趋势、核心驱动力与投资机会</p>
|
||
<div class="mt-6 flex justify-center">
|
||
<span class="inline-flex items-center px-4 py-2 rounded-full text-sm font-medium bg-indigo-100 text-indigo-800">
|
||
<i class="fas fa-chart-line mr-2"></i>
|
||
更新日期: 2024年2月21日
|
||
</span>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Executive Summary -->
|
||
<div class="card bg-white rounded-xl card-shadow mb-8">
|
||
<div class="card-body p-6">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-full bg-indigo-100 flex items-center justify-center mr-3">
|
||
<i class="fas fa-lightbulb text-indigo-600"></i>
|
||
</div>
|
||
<h2 class="text-2xl font-bold text-gray-800">核心观点摘要</h2>
|
||
</div>
|
||
<div class="bg-gradient-to-r from-indigo-50 to-purple-50 rounded-lg p-5 border-l-4 border-indigo-500">
|
||
<p class="text-gray-700 leading-relaxed">
|
||
机电行业正处于从传统电机向高效、智能、绿色电机升级的关键阶段。核心驱动力包括政策推动（如能效提升计划）、技术突破（如永磁材料、智能化控制）及市场需求增长（如新能源汽车、工业自动化）。未来，高效节能电机、绿色电机、智能化电机等新兴产品的规模化应用将进一步推动工业动力系统变革，成为全球工业升级的核心支撑产业。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Core Driving Forces -->
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-8">
|
||
<div class="card bg-white rounded-xl card-shadow">
|
||
<div class="card-body p-6">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-full bg-blue-100 flex items-center justify-center mr-3">
|
||
<i class="fas fa-file-contract text-blue-600"></i>
|
||
</div>
|
||
<h3 class="text-xl font-bold text-gray-800">政策驱动</h3>
|
||
</div>
|
||
<p class="text-gray-600 mb-4">
|
||
国家出台《电机能效提升计划》《工业领域碳达峰实施方案》等政策，明确目标到2023年高效节能电机年产量达1.7亿千瓦，在役高效节能电机占比超20%。
|
||
</p>
|
||
<div class="mt-4">
|
||
<div class="flex items-center text-sm text-blue-600">
|
||
<i class="fas fa-arrow-trend-up mr-2"></i>
|
||
<span>政策推动行业能效水平整体提升</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="card bg-white rounded-xl card-shadow">
|
||
<div class="card-body p-6">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-full bg-green-100 flex items-center justify-center mr-3">
|
||
<i class="fas fa-microchip text-green-600"></i>
|
||
</div>
|
||
<h3 class="text-xl font-bold text-gray-800">技术突破</h3>
|
||
</div>
|
||
<p class="text-gray-600 mb-4">
|
||
永磁材料、半导体技术、智能化控制技术的进步，推动电机性能提升（如高功率密度、高效率、低噪音）。SiC功率器件的应用使电机效率提升10%-15%。
|
||
</p>
|
||
<div class="mt-4">
|
||
<div class="flex items-center text-sm text-green-600">
|
||
<i class="fas fa-rocket mr-2"></i>
|
||
<span>技术创新驱动产品升级换代</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="card bg-white rounded-xl card-shadow">
|
||
<div class="card-body p-6">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-full bg-purple-100 flex items-center justify-center mr-3">
|
||
<i class="fas fa-industry text-purple-600"></i>
|
||
</div>
|
||
<h3 class="text-xl font-bold text-gray-800">市场需求</h3>
|
||
</div>
|
||
<p class="text-gray-600 mb-4">
|
||
新能源汽车、工业自动化、新能源（风电、光伏）等领域的快速发展，拉动电机需求。2023年中国新能源汽车销量达906万辆，同比增长37%。
|
||
</p>
|
||
<div class="mt-4">
|
||
<div class="flex items-center text-sm text-purple-600">
|
||
<i class="fas fa-chart-line mr-2"></i>
|
||
<span>下游应用场景持续拓展</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Market Sentiment -->
|
||
<div class="card bg-white rounded-xl card-shadow mb-8">
|
||
<div class="card-body p-6">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-full bg-yellow-100 flex items-center justify-center mr-3">
|
||
<i class="fas fa-balance-scale text-yellow-600"></i>
|
||
</div>
|
||
<h2 class="text-2xl font-bold text-gray-800">市场热度与情绪</h2>
|
||
</div>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-green-50 rounded-lg p-5 border-l-4 border-green-500">
|
||
<div class="flex items-center mb-3">
|
||
<i class="fas fa-smile text-green-600 text-xl mr-2"></i>
|
||
<h3 class="text-lg font-semibold text-green-800">乐观因素</h3>
|
||
</div>
|
||
<ul class="space-y-2 text-gray-700">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
|
||
<span>政策、技术、市场三重利好叠加</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
|
||
<span>受益于"双碳"目标和工业升级</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
|
||
<span>未来增长空间广阔</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-orange-50 rounded-lg p-5 border-l-4 border-orange-500">
|
||
<div class="flex items-center mb-3">
|
||
<i class="fas fa-meh text-orange-600 text-xl mr-2"></i>
|
||
<h3 class="text-lg font-semibold text-orange-800">谨慎因素</h3>
|
||
</div>
|
||
<ul class="space-y-2 text-gray-700">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-exclamation-circle text-orange-500 mt-1 mr-2"></i>
|
||
<span>部分细分领域竞争激烈，利润率承压</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-exclamation-circle text-orange-500 mt-1 mr-2"></i>
|
||
<span>新兴领域技术门槛较高</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-exclamation-circle text-orange-500 mt-1 mr-2"></i>
|
||
<span>短期商业化进展可能不及预期</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Key Catalysts -->
|
||
<div class="card bg-white rounded-xl card-shadow mb-8">
|
||
<div class="card-body p-6">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-full bg-red-100 flex items-center justify-center mr-3">
|
||
<i class="fas fa-fire text-red-600"></i>
|
||
</div>
|
||
<h2 class="text-2xl font-bold text-gray-800">关键催化剂与发展路径</h2>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-semibold text-gray-700 mb-3">近期催化剂</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-indigo-50 rounded-lg p-4">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-gavel text-indigo-600 mr-2"></i>
|
||
<span class="font-medium text-indigo-800">政策落地</span>
|
||
</div>
|
||
<p class="text-sm text-gray-600">《电机能效提升计划》等政策逐步落地，明确发展目标和考核指标</p>
|
||
</div>
|
||
<div class="bg-green-50 rounded-lg p-4">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-flask text-green-600 mr-2"></i>
|
||
<span class="font-medium text-green-800">技术突破</span>
|
||
</div>
|
||
<p class="text-sm text-gray-600">永磁材料、半导体技术、智能化控制技术的突破推动性能提升</p>
|
||
</div>
|
||
<div class="bg-purple-50 rounded-lg p-4">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-shopping-cart text-purple-600 mr-2"></i>
|
||
<span class="font-medium text-purple-800">市场需求</span>
|
||
</div>
|
||
<p class="text-sm text-gray-600">新能源汽车、工业自动化等领域快速发展拉动电机需求</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-gray-700 mb-3">长期发展路径</h3>
|
||
<div class="space-y-4">
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 w-8 h-8 rounded-full bg-blue-100 flex items-center justify-center mr-3">
|
||
<span class="text-blue-600 font-bold">1</span>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium text-gray-800">短期（2024-2025年）</h4>
|
||
<p class="text-sm text-gray-600">高效节能电机占比快速提升，绿色电机开始规模化应用，智能化电机初步商业化</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 w-8 h-8 rounded-full bg-indigo-100 flex items-center justify-center mr-3">
|
||
<span class="text-indigo-600 font-bold">2</span>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium text-gray-800">中期（2026-2030年）</h4>
|
||
<p class="text-sm text-gray-600">绿色电机成为市场主流，高效节能电机占比超50%，智能化电机广泛应用</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 w-8 h-8 rounded-full bg-purple-100 flex items-center justify-center mr-3">
|
||
<span class="text-purple-600 font-bold">3</span>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium text-gray-800">长期（2030年后）</h4>
|
||
<p class="text-sm text-gray-600">机电行业进入"后碳中和"阶段，电机产品向超高效、超智能、超绿色方向发展</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Stock Data Table -->
|
||
<div class="card bg-white rounded-xl card-shadow mb-8">
|
||
<div class="card-body p-6">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-full bg-teal-100 flex items-center justify-center mr-3">
|
||
<i class="fas fa-chart-bar text-teal-600"></i>
|
||
</div>
|
||
<h2 class="text-2xl font-bold text-gray-800">机电概念关联股票</h2>
|
||
</div>
|
||
|
||
<div class="table-responsive">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr class="bg-gray-50">
|
||
<th class="text-left py-3 px-4 font-semibold text-sm text-gray-700 uppercase tracking-wider">股票名称</th>
|
||
<th class="text-left py-3 px-4 font-semibold text-sm text-gray-700 uppercase tracking-wider">应用领域/产品</th>
|
||
<th class="text-left py-3 px-4 font-semibold text-sm text-gray-700 uppercase tracking-wider">市场地位/客户</th>
|
||
<th class="text-left py-3 px-4 font-semibold text-sm text-gray-700 uppercase tracking-wider">投资亮点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">克莱机电</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">光通讯领域研发的自动化组装测试装备</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">光通讯器件生产商Finisar</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">新质生产力概念</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">金龙机电</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">VR领域马达产品</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">-</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">部分马达产品可应用于VR领域</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">康尼机电</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">轨道车辆门系统</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">全球市占率第一</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">轨道车辆门系统产品全球市占率位居第一</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">和泰机电</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">水泥行业物料输送设备</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">水泥行业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">聚焦于水泥行业物料输送设备的生产制造</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">科新机电</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">高端压力容器</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">光伏、核电、石油化工</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">高端压力容器供应商，受益于光伏、核电及石油炼化发展</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">神驰机电</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">通用汽油发电机组</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">出口量全国前列</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">通用汽油发电机组出口量排名全国前列</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">昊志机电</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">数控机床核心功能部件、机器人核心功能部件</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">综合服务商</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">数控机床核心功能部件及机器人核心功能部件专业设计制造商和综合服务商</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">天银机电</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">雷达射频、恒星敏感器</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">卫星互联网</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">雷达射频及恒星敏感器受益于卫星互联网发展</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">航天机电</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">汽车空调、发动机冷却系统、光伏硅片、光伏电池组件</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">-</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">主营汽车空调和发动机冷却系统、光伏硅片和光伏电池组件</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">兆威机电</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">微型传动系统</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">XR设备</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700">微型传动系统受益于XR设备发展</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Risk Analysis -->
|
||
<div class="card bg-white rounded-xl card-shadow mb-8">
|
||
<div class="card-body p-6">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-full bg-red-100 flex items-center justify-center mr-3">
|
||
<i class="fas fa-exclamation-triangle text-red-600"></i>
|
||
</div>
|
||
<h2 class="text-2xl font-bold text-gray-800">潜在风险与挑战</h2>
|
||
</div>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-gray-700 mb-3 flex items-center">
|
||
<i class="fas fa-microchip text-red-500 mr-2"></i>
|
||
技术风险
|
||
</h3>
|
||
<ul class="space-y-2 text-gray-600">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-circle text-red-400 text-xs mt-1.5 mr-2"></i>
|
||
<span>永磁材料研发和生产技术尚未完全成熟，存在性能不稳定、成本高等问题</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-circle text-red-400 text-xs mt-1.5 mr-2"></i>
|
||
<span>智能化控制技术应用处于初级阶段，算法优化、数据处理存在技术瓶颈</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-circle text-red-400 text-xs mt-1.5 mr-2"></i>
|
||
<span>绿色电机规模化应用面临SiC材料供应不足、成本高等问题</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-gray-700 mb-3 flex items-center">
|
||
<i class="fas fa-dollar-sign text-orange-500 mr-2"></i>
|
||
商业化风险
|
||
</h3>
|
||
<ul class="space-y-2 text-gray-600">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-circle text-orange-400 text-xs mt-1.5 mr-2"></i>
|
||
<span>智能化电机、绿色电机等新兴产品研发和生产成本较高，短期面临价格竞争压力</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-circle text-orange-400 text-xs mt-1.5 mr-2"></i>
|
||
<span>传统行业对智能化电机、绿色电机的接受度较低，需时间培育市场</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-circle text-orange-400 text-xs mt-1.5 mr-2"></i>
|
||
<span>部分新兴电机应用范围较窄，需拓展更多应用场景</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-gray-700 mb-3 flex items-center">
|
||
<i class="fas fa-balance-scale text-yellow-500 mr-2"></i>
|
||
政策与竞争风险
|
||
</h3>
|
||
<ul class="space-y-2 text-gray-600">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-circle text-yellow-400 text-xs mt-1.5 mr-2"></i>
|
||
<span>国家政策（如能效标准、补贴政策）的调整可能影响企业发展战略</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-circle text-yellow-400 text-xs mt-1.5 mr-2"></i>
|
||
<span>行业竞争加剧，部分细分领域可能面临价格战风险</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-gray-700 mb-3 flex items-center">
|
||
<i class="fas fa-info-circle text-blue-500 mr-2"></i>
|
||
信息交叉验证风险
|
||
</h3>
|
||
<ul class="space-y-2 text-gray-600">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-circle text-blue-400 text-xs mt-1.5 mr-2"></i>
|
||
<span>不同来源信息存在矛盾，如卧龙电驱高效节能电机占比数据不一致</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-circle text-blue-400 text-xs mt-1.5 mr-2"></i>
|
||
<span>部分数据（如电机市场规模、企业营收等）在不同来源中存在差异</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Conclusion -->
|
||
<div class="card bg-gradient-to-r from-indigo-600 to-purple-600 rounded-xl card-shadow text-white mb-8">
|
||
<div class="card-body p-6">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-full bg-white bg-opacity-20 flex items-center justify-center mr-3">
|
||
<i class="fas fa-trophy text-white"></i>
|
||
</div>
|
||
<h2 class="text-2xl font-bold">综合结论与投资启示</h2>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-semibold mb-3">综合结论</h3>
|
||
<p class="text-indigo-100 leading-relaxed">
|
||
机电行业正处于从传统电机向高效、智能、绿色电机升级的关键阶段。政策驱动、技术突破、市场需求增长是推动行业发展的核心驱动力。未来，随着高效节能电机、绿色电机、智能化电机等新兴产品的规模化应用，机电行业将进一步推动工业动力系统变革，成为全球工业升级的核心支撑产业。
|
||
</p>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3">投资启示</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-white bg-opacity-10 rounded-lg p-4">
|
||
<h4 class="font-semibold mb-2 flex items-center">
|
||
<i class="fas fa-crosshairs mr-2"></i>
|
||
重点关注细分领域
|
||
</h4>
|
||
<ul class="space-y-1 text-sm text-indigo-100">
|
||
<li>• 高效节能电机</li>
|
||
<li>• 绿色电机</li>
|
||
<li>• 智能化电机</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-white bg-opacity-10 rounded-lg p-4">
|
||
<h4 class="font-semibold mb-2 flex items-center">
|
||
<i class="fas fa-star mr-2"></i>
|
||
优选核心企业
|
||
</h4>
|
||
<ul class="space-y-1 text-sm text-indigo-100">
|
||
<li>• 卧龙电驱 (600580)</li>
|
||
<li>• 佳电股份 (000922)</li>
|
||
<li>• 大洋电机 (002249)</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-white bg-opacity-10 rounded-lg p-4">
|
||
<h4 class="font-semibold mb-2 flex items-center">
|
||
<i class="fas fa-chart-line mr-2"></i>
|
||
跟踪关键指标
|
||
</h4>
|
||
<ul class="space-y-1 text-sm text-indigo-100">
|
||
<li>• 高效节能电机占比</li>
|
||
<li>• 绿色电机市场规模</li>
|
||
<li>• 智能化电机渗透率</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Scripts -->
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||
<script>
|
||
// Initialize particles
|
||
tsParticles.load("tsparticles", {
|
||
background: {
|
||
color: {
|
||
value: "#f8fafc",
|
||
},
|
||
},
|
||
fpsLimit: 60,
|
||
particles: {
|
||
color: {
|
||
value: ["#667eea", "#764ba2", "#818cf8"],
|
||
},
|
||
links: {
|
||
color: "#cbd5e1",
|
||
distance: 150,
|
||
enable: true,
|
||
opacity: 0.3,
|
||
width: 1,
|
||
},
|
||
move: {
|
||
direction: "none",
|
||
enable: true,
|
||
outModes: {
|
||
default: "bounce",
|
||
},
|
||
random: false,
|
||
speed: 1,
|
||
straight: false,
|
||
},
|
||
number: {
|
||
density: {
|
||
enable: true,
|
||
area: 800,
|
||
},
|
||
value: 60,
|
||
},
|
||
opacity: {
|
||
value: 0.3,
|
||
},
|
||
shape: {
|
||
type: "circle",
|
||
},
|
||
size: {
|
||
value: { min: 1, max: 3 },
|
||
},
|
||
},
|
||
detectRetina: true,
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |