432 lines
31 KiB
HTML
432 lines
31 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<title>深度行研报告：出口管制</title>
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</head>
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<body class="min-h-screen">
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<div class="container mx-auto p-4 md:p-8">
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<!-- Header -->
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<header class="text-center py-12">
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<h1 class="text-4xl md:text-6xl font-bold glow-text bg-clip-text text-transparent bg-gradient-to-r from-purple-400 via-blue-400 to-cyan-300">
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出口管制 (Export Control)
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</h1>
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<p class="mt-4 text-xl text-slate-300">深度行研报告 | A Deep Dive Research Report</p>
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<div class="mt-6 text-xs text-slate-500 max-w-2xl mx-auto">
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<p>呈现方：北京价值前沿科技有限公司 AI投研agent“价小前投研”</p>
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<p>免责声明：本报告由AI基于多源数据合成，旨在提供研究参考，不构成任何投资建议。投资有风险，决策需谨慎。</p>
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</div>
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</header>
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<!-- Section 1: Concept Insight -->
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<section class="mb-12">
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<h2 class="text-3xl font-bold mb-6 text-center glow-text text-cyan-300">概念核心洞察</h2>
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<div class="glass-card rounded-3xl p-6 md:p-8 mb-8">
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<h3 class="text-2xl font-semibold mb-4 text-purple-300">核心观点摘要</h3>
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<p class="text-slate-200 leading-relaxed">
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“出口管制”已从早期针对美国技术封锁的被动防御与反制工具，演变为中国维护国家安全、重塑全球关键产业链话语权、保护国内优势产业的<strong class="text-cyan-400">主动性、系统性国家战略</strong>。其核心驱动力在于<strong class="text-cyan-400">大国博弈下的国家安全需求</strong>与<strong class="text-cyan-400">产业链优势环节的战略保护</strong>。当前，该概念已进入基本面驱动与政策博弈并存的阶段，未来潜力在于中国能否利用这一工具，在战略资源（如稀土）领域实现<strong class="text-cyan-400">全球定价权的稳固</strong>，并在高新技术产业（如新能源）中<strong class="text-cyan-400">延缓海外竞争、巩固国内领先优势</strong>。
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</p>
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</div>
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<div class="bento-grid">
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<div class="glass-card grid-item col-span-12 lg-col-span-8">
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<h3 class="text-2xl font-semibold mb-4 text-purple-300">核心逻辑与市场认知</h3>
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<div class="space-y-6">
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<div>
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<h4 class="font-bold text-lg text-blue-300 mb-2">1. 国家安全与对等反制 (Defensive & Offensive)</h4>
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<p class="text-slate-300 text-sm">最根本的驱动力，是对美国持续技术封锁的直接回应和威慑。从镓、锗管制到针对美国的精准加码，清晰地表明这是维护国家主权、安全、发展利益的战略举措。</p>
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</div>
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<div class="glow-divider"></div>
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<div>
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<h4 class="font-bold text-lg text-blue-300 mb-2">2. 产业链优势保护 (Fortress Building)</h4>
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<p class="text-slate-300 text-sm">对锂电池和稀土全产业链技术的管制，标志着逻辑的演进。目的不再仅是反制，而是主动保护中国在全球市占率超95%的高端材料和设备，通过限制技术和高端产能外溢，将高附加值环节锁定在国内。</p>
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</div>
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<div class="glow-divider"></div>
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<div>
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<h4 class="font-bold text-lg text-blue-300 mb-2">3. 战略资源定价权夺取 (Pricing Power)</h4>
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<p class="text-slate-300 text-sm">以稀土为例，中国占据全球绝大部分冶炼分离产能。通过从管制原材料到管制全链条技术和设备，试图从根本上锁定其在全球供应链中的核心地位。管制后海外稀土价格飙升约三倍，是定价权强化的直接体现。</p>
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</div>
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</div>
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</div>
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<div class="glass-card grid-item col-span-12 lg-col-span-4">
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<h3 class="text-2xl font-semibold mb-4 text-purple-300">预期差分析</h3>
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<ul class="space-y-4 text-sm">
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<li>
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<p class="font-semibold text-cyan-400">“一刀切”禁止 vs. “许可证”管理</p>
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<p class="text-slate-300">市场初期恐慌，但路演澄清管制是基于许可证的逐案审批制，龙头企业合规出口仍可获批，实际经营影响有限。</p>
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</li>
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<li>
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<p class="font-semibold text-cyan-400">管制原材料 vs. 管控全产业链</p>
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<p class="text-slate-300">市场认知停留在原料管制，但政策已升级至技术、设备乃至境外含中国成分的产品，其“长臂管辖”深度和对海外建链的阻碍被低估。</p>
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</li>
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<li>
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<p class="font-semibold text-cyan-400">价格短期脉冲 vs. 长期重塑</p>
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<p class="text-slate-300">市场关注短期涨价，但管制核心是提升战略地位和改变定价逻辑，长期走势更取决于下游景气度，而非保证持续上涨。</p>
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</li>
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</ul>
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</div>
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</div>
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</section>
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<!-- Section 2: Policy Evolution -->
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<section class="mb-12">
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<h2 class="text-3xl font-bold mb-6 text-center glow-text text-cyan-300">政策演进与全球博弈</h2>
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<div class="glass-card rounded-3xl p-6 md:p-8 mb-8">
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<div id="timeline-chart" style="width: 100%; height: 500px;"></div>
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</div>
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<div class="bento-grid">
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<div class="glass-card grid-item col-span-12 lg-col-span-6">
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<h3 class="text-xl font-semibold mb-4 text-purple-300">🇨🇳 中国出口管制体系构建</h3>
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<ul class="space-y-3 text-sm list-disc list-inside">
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<li><strong>战略矿产:</strong> 对镓、锗、锑、石墨实施管制，并对美国军事用户原则上不予许可。</li>
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<li><strong>稀土 (全面升级):</strong> 从中重稀土产品扩展至全球范围内的技术、设备、原辅料及工艺数据，具备“长臂管辖”效力。明确对用于14nm以下芯片或256层以上存储的出口申请逐案审批。</li>
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<li><strong>新能源:</strong> 首次对高能量密度锂电池(≥300Wh/kg)、关键正负极材料及生产设备/技术实施管制，保护国内优势产业。</li>
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<li><strong>执法强化:</strong> 海关总署持续开展打击战略矿产走私专项行动，完善行刑衔接，显示政策执行力度的加强。</li>
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</ul>
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</div>
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<div class="glass-card grid-item col-span-12 lg-col-span-6">
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<h3 class="text-xl font-semibold mb-4 text-purple-300">🇺🇸 美国对华技术封锁</h3>
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<ul class="space-y-3 text-sm list-disc list-inside">
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<li><strong>AI芯片:</strong> 历经多次升级，限制A100/H100及以上性能芯片对华出口，并引入“总算力”等新标准。</li>
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<li><strong>半导体设备:</strong> 管制覆盖128层NAND、18nm DRAM、14/16nm逻辑电路生产设备，并对光刻、刻蚀、检测设备持续加码。</li>
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<li><strong>全面围堵 (2024.12):</strong> 将106家中国实体列入清单，首次将HBM纳入管制，并加强“外国直接产品规则”(FDPR)长臂管辖。</li>
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<li><strong>技术领域:</strong> 扩展至量子计算、GAAFET、EDA软件等前沿技术领域。荷兰、日本等盟友同步收紧管制。</li>
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</ul>
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</div>
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</div>
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</section>
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<!-- Section 3: Industry Chain Analysis -->
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<section class="mb-12">
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<h2 class="text-3xl font-bold mb-6 text-center glow-text text-cyan-300">产业链深度剖析</h2>
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<div class="bento-grid">
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<!-- Upstream -->
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<div class="glass-card grid-item col-span-12 lg-col-span-4">
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<h4 class="text-lg font-bold text-blue-300">上游：战略性矿产资源</h4>
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<p class="text-sm text-slate-300 mt-2"><strong>产品:</strong> 镓、锗、锑、稀土、石墨、钨等。</p>
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<p class="text-sm text-slate-300 mt-2"><strong>核心逻辑:</strong> 供给垄断，通过限制出口直接影响全球供给，推升价格，强化定价权。</p>
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</div>
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<!-- Midstream -->
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<div class="glass-card grid-item col-span-12 lg-col-span-4">
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<h4 class="text-lg font-bold text-blue-300">中游：先进材料与核心部件</h4>
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<p class="text-sm text-slate-300 mt-2"><strong>产品:</strong> 高性能磁材、锂电池关键材料、半导体设备/材料/EDA等。</p>
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<p class="text-sm text-slate-300 mt-2"><strong>核心逻辑:</strong> 分为<strong class="text-cyan-400">进攻型</strong>（保护中国优势产业）与<strong class="text-purple-400">防御型</strong>（倒逼国产替代）两类。</p>
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</div>
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<!-- Downstream -->
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<div class="glass-card grid-item col-span-12 lg-col-span-4">
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<h4 class="text-lg font-bold text-blue-300">下游：终端应用领域</h4>
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<p class="text-sm text-slate-300 mt-2"><strong>领域:</strong> 军工、航空航天、半导体、人工智能、新能源汽车等。</p>
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<p class="text-sm text-slate-300 mt-2"><strong>核心逻辑:</strong> 出口管制的最终目标领域，通过控制上中游，影响下游产业发展格局。</p>
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</div>
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<!-- Key Players -->
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<div class="glass-card grid-item col-span-12 lg-col-span-4">
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<h4 class="text-lg font-bold text-blue-300">领导者: 中国稀土 (000831)</h4>
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<p class="text-sm text-slate-300 mt-2"><strong>逻辑:</strong> 掌控68%中重稀土配额，是管制核心与战略价值最高的标的。全链条管制升级的最大受益者。</p>
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<p class="text-xs text-red-400 mt-2"><strong>风险:</strong> 政策执行力度不及预期；海外供应链建设超预期。</p>
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</div>
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<div class="glass-card grid-item col-span-12 lg-col-span-4">
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<h4 class="text-lg font-bold text-blue-300">稳健应对者: 容百科技 (688005)</h4>
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<p class="text-sm text-slate-300 mt-2"><strong>逻辑:</strong> 管制产品占比较小(<1%)，海外工厂形成“护城河”规避限制。路演有效管理市场预期。</p>
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<p class="text-xs text-red-400 mt-2"><strong>风险:</strong> 管制范围扩大到常规材料；海外建厂设备进口受阻。</p>
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</div>
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<div class="glass-card grid-item col-span-12 lg-col-span-4">
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<h4 class="text-lg font-bold text-blue-300">国产替代受益者: 华大九天 (301269)</h4>
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<p class="text-sm text-slate-300 mt-2"><strong>逻辑:</strong> 美国对EDA软件的管制，直接为其创造巨大的替代市场空间，实体清单扩大增加其潜在客户群。</p>
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<p class="text-xs text-red-400 mt-2"><strong>风险:</strong> 自身技术研发进展不及预期，无法满足高端制程需求。</p>
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</div>
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</div>
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</section>
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<!-- Section 4: Catalysts & Outlook -->
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<section class="mb-12">
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<h2 class="text-3xl font-bold mb-6 text-center glow-text text-cyan-300">催化剂与未来展望</h2>
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
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<div class="glass-card rounded-3xl p-6">
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<h3 class="text-xl font-semibold mb-4 text-purple-300">近期催化剂 (3-6个月)</h3>
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<ul class="space-y-3 text-sm list-decimal list-inside">
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<li><strong>出口数据验证:</strong> 关键物项月度海关出口量价数据，是验证政策执行力度的最直接证据。</li>
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<li><strong>“白名单”落地:</strong> 稀土冶炼分离企业“白名单”若发布，将直接引发行业供给结构调整。</li>
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<li><strong>中美/中欧对话成果:</strong> 任何谈判成果，无论是缓和还是加剧，都将成为重要催化剂。</li>
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<li><strong>管制范围扩大:</strong> 钨、钼等战略品种若被纳入管制，将引爆新的市场行情。</li>
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</ul>
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</div>
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<div class="glass-card rounded-3xl p-6">
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<h3 class="text-xl font-semibold mb-4 text-purple-300">长期发展路径 (3-5年)</h3>
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<p class="text-slate-300 text-sm leading-relaxed">
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出口管制将成为中国对外经贸政策的“新常态”，围绕<strong class="text-cyan-400">“精准化、体系化、法治化”</strong>展开。中期将聚焦于中国的“独家优势”和对手的“关键短板”，审批流程更加明确。成熟期将形成一套完整的现代化出口管制法律体系，更多作为一种战略威慑和谈判筹码，引导全球供应链决策，实现高水平安全与高质量发展的良性互动。
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</p>
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</div>
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</div>
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<div class="glass-card rounded-3xl p-6 mt-8">
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<h3 class="text-xl font-semibold mb-4 text-red-400">潜在风险与挑战</h3>
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<ul class="space-y-3 text-sm list-disc list-inside">
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<li><strong>政策风险:</strong> 政策执行力度、审批速度、未来调整都存在不确定性。</li>
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<li><strong>商业化风险 (反噬风险):</strong> 长期过度的管制会加速海外供应链的“去中国化”。</li>
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<li><strong>信息交叉验证风险:</strong> 新闻/研报的宏大叙事与公司路演的实际量化影响存在温差；“管制”不直接等于“涨价”，需警惕判断失误。</li>
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</ul>
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</div>
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</section>
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<!-- Section 5: Market Reaction & Stock Analysis -->
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<section class="mb-12" x-data="{ selected: null }">
|
||
<h2 class="text-3xl font-bold mb-6 text-center glow-text text-cyan-300">市场反应与个股异动解析</h2>
|
||
<div class="space-y-4">
|
||
<template x-for="(stock, index) in riseAnalysis" :key="index">
|
||
<div class="glass-card rounded-2xl">
|
||
<div @click="selected = selected === index ? null : index" class="p-4 flex justify-between items-center cursor-pointer">
|
||
<div class="flex items-center space-x-4">
|
||
<span class="font-bold text-lg text-purple-300" x-text="stock.stock"></span>
|
||
<span class="text-sm text-slate-400" x-text="`(${stock.stock_code})`"></span>
|
||
<span class="badge" :class="stock.rise_rate > 0 ? 'badge-accent' : 'badge-secondary'" x-text="`+${stock.rise_rate}%`"></span>
|
||
</div>
|
||
<div class="text-cyan-400 transition-transform duration-300" :class="{'rotate-180': selected === index}">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7" /></svg>
|
||
</div>
|
||
</div>
|
||
<div x-show="selected === index" x-collapse x-cloak>
|
||
<div class="p-6 border-t border-slate-700">
|
||
<p class="whitespace-pre-wrap text-slate-300 text-sm leading-relaxed" x-html="stock.reason.replace(/<br>/g, '\n')"></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</template>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Section 6: Core Stock Pool -->
|
||
<section>
|
||
<h2 class="text-3xl font-bold mb-6 text-center glow-text text-cyan-300">核心标的池</h2>
|
||
<div class="overflow-x-auto glass-card rounded-3xl p-4">
|
||
<table class="table table-zebra w-full text-center">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑/产品</th>
|
||
<th>管制级别</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody x-data="stockData">
|
||
<template x-for="stock in stocks" :key="stock.stock_code">
|
||
<tr>
|
||
<td class="font-semibold" x-text="stock.stock"></td>
|
||
<td>
|
||
<a :href="`https://valuefrontier.cn/company?scode=${stock.stock_code}`" target="_blank" class="text-cyan-400 hover:underline" x-text="stock.stock_code"></a>
|
||
</td>
|
||
<td x-text="stock.reason"></td>
|
||
<td>
|
||
<span class="badge"
|
||
:class="{
|
||
'badge-error': stock.其他标签.includes('不允许出口'),
|
||
'badge-warning': stock.其他标签.includes('严格审查'),
|
||
'badge-info': stock.其他标签.includes('两用物项')
|
||
}"
|
||
x-text="stock.其他标签">
|
||
</span>
|
||
</td>
|
||
</tr>
|
||
</template>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('alpine:init', () => {
|
||
const stockPool = [
|
||
{ "stock": "恒辉安防", "reason": "超高分子量聚乙烯", "其他标签": "禁止出口：两用物项", "stock_code": "300952" },
|
||
{ "stock": "康隆达", "reason": "超高分子量聚乙烯", "其他标签": "禁止出口：两用物项", "stock_code": "603665" },
|
||
{ "stock": "南山智尚", "reason": "超高分子量聚乙烯", "其他标签": "禁止出口：两用物项", "stock_code": "300918" },
|
||
{ "stock": "同益中", "reason": "超高分子量聚乙烯", "其他标签": "禁止出口：两用物项", "stock_code": "688722" },
|
||
{ "stock": "普利特", "reason": "碳纤维增强复合材料", "其他标签": "禁止出口：两用物项", "stock_code": "002324" },
|
||
{ "stock": "光威复材", "reason": "碳纤维增强复合材料", "其他标签": "禁止出口：两用物项", "stock_code": "300699" },
|
||
{ "stock": "金博股份", "reason": "碳-碳复合材料", "其他标签": "禁止出口：两用物项", "stock_code": "688598" },
|
||
{ "stock": "楚江新材", "reason": "碳-碳复合材料", "其他标签": "禁止出口：两用物项", "stock_code": "002171" },
|
||
{ "stock": "博云新材", "reason": "碳-碳复合材料/超硬材料", "其他标签": "禁止出口：两用物项/原则不允许出口", "stock_code": "002297" },
|
||
{ "stock": "云南锗业", "reason": "锗", "其他标签": "原则不允许出口", "stock_code": "002428" },
|
||
{ "stock": "驰宏锌锗", "reason": "锗", "其他标签": "原则不允许出口", "stock_code": "600497" },
|
||
{ "stock": "蓝晓科技", "reason": "镓", "其他标签": "原则不允许出口", "stock_code": "300487" },
|
||
{ "stock": "华钰矿业", "reason": "锑", "其他标签": "原则不允许出口", "stock_code": "601020" },
|
||
{ "stock": "湖南黄金", "reason": "锑", "其他标签": "原则不允许出口", "stock_code": "002155" },
|
||
{ "stock": "力量钻石", "reason": "超硬材料", "其他标签": "原则不允许出口", "stock_code": "301071" },
|
||
{ "stock": "国机精工", "reason": "超硬材料", "其他标签": "原则不允许出口", "stock_code": "002046" },
|
||
{ "stock": "中兵红箭", "reason": "超硬材料", "其他标签": "原则不允许出口", "stock_code": "000519" },
|
||
{ "stock": "四方达", "reason": "超硬材料", "其他标签": "原则不允许出口", "stock_code": "300179" },
|
||
{ "stock": "璞泰来", "reason": "人造石墨", "其他标签": "更严格审查", "stock_code": "603659" },
|
||
{ "stock": "杉杉股份", "reason": "天然石墨/人造石墨", "其他标签": "更严格审查", "stock_code": "600884" },
|
||
{ "stock": "中科电气", "reason": "天然石墨/人造石墨", "其他标签": "更严格审查", "stock_code": "300035" },
|
||
{ "stock": "尚太科技", "reason": "人造石墨", "其他标签": "更严格审查", "stock_code": "001301" }
|
||
];
|
||
|
||
Alpine.data('stockData', () => ({
|
||
stocks: stockPool
|
||
}));
|
||
|
||
const riseAnalysisData = [
|
||
{"stock":"中国稀土","stock_code":"000831","rise_rate":9.97,"reason":"核心驱动因素：稀土出口管制政策全面升级。\n当日，商务部、海关总署连发多项公告，对稀土开采、冶炼分离、技术、设备、原辅料等实施全方位出口管制，并具备“长臂管辖”特点。此举被市场解读为将全面巩固中国在全球稀土产业链的竞争优势和定价权，作为中重稀土龙头，中国稀土受益最为明显，叠加行业供需改善预期和板块整体走强，股价涨停。"},
|
||
{"stock":"中色股份","stock_code":"000758","rise_rate":10.06,"reason":"核心结论: 商务部7月11日凌晨宣布对镓实施出口管制，中色股份因拥有国内最大镓产能且子公司当晚公告取得出口资质，成为管制环境下稀缺合法供给，资金抢筹涨停。"},
|
||
{"stock":"北方稀土","stock_code":"600111","rise_rate":10.0,"reason":"核心结论: 10月9日商务部将“境外含中国成分的稀土物项+全产业链技术”纳入出口管制，直接锁定海外轻稀土供给，北方稀土作为国内最大轻稀土龙头成为资金抢筹唯一标的，开盘30分钟内封死涨停。"},
|
||
{"stock":"正海磁材","stock_code":"300224","rise_rate":5.23,"reason":"核心驱动因素：稀土行业政策重大利好。商务部10月9日发布公告，决定对稀土相关技术等物项实施出口管制，包括磁材制造技术。这一政策将有效限制稀土核心技术外流，保护国内稀土产业链，强化中国在全球稀土市场的战略地位和定价权，作为稀土永磁龙头企业，正海磁材直接受益。"},
|
||
];
|
||
|
||
Alpine.data('riseAnalysis', () => ({
|
||
riseAnalysis: riseAnalysisData
|
||
}));
|
||
});
|
||
|
||
var chartDom = document.getElementById('timeline-chart');
|
||
var myChart = echarts.init(chartDom, 'dark');
|
||
var option;
|
||
|
||
option = {
|
||
baseOption: {
|
||
timeline: {
|
||
axisType: 'category',
|
||
autoPlay: false,
|
||
playInterval: 3000,
|
||
data: ['2022-10', '2023-08', '2024-09', '2024-12', '2025-04', '2025-10'],
|
||
label: { color: '#a8b2ff' },
|
||
lineStyle: { color: '#a8b2ff' },
|
||
controlStyle: {
|
||
color: '#a8b2ff',
|
||
borderColor: '#a8b2ff'
|
||
},
|
||
checkpointStyle: {
|
||
color: '#33ffff',
|
||
borderColor: 'rgba(51, 255, 255, 0.5)',
|
||
borderWidth: 5
|
||
}
|
||
},
|
||
title: {
|
||
subtext: '中美出口管制关键事件',
|
||
left: 'center',
|
||
textStyle: {
|
||
color: '#fff'
|
||
}
|
||
},
|
||
tooltip: {
|
||
trigger: 'item',
|
||
formatter: function (params) {
|
||
return params.seriesName + '<br/>' + params.name + ' : ' + params.value[2];
|
||
}
|
||
},
|
||
legend: {
|
||
top: '8%',
|
||
data: ['🇺🇸 美国管制', '🇨🇳 中国反制'],
|
||
textStyle: { color: '#fff' }
|
||
},
|
||
calendar: {
|
||
top: 120,
|
||
left: 30,
|
||
right: 30,
|
||
cellSize: ['auto', 13],
|
||
range: '2022',
|
||
itemStyle: {
|
||
borderWidth: 0.5,
|
||
borderColor: '#111'
|
||
},
|
||
yearLabel: { show: false }
|
||
},
|
||
series: [
|
||
{ name: '🇺🇸 美国管制', type: 'scatter', coordinateSystem: 'calendar', symbolSize: 1, label: { show: true, formatter: function(p){ return p.value[0].split('-')[2]; }, fontSize: 10 } },
|
||
{ name: '🇨🇳 中国反制', type: 'scatter', coordinateSystem: 'calendar', symbolSize: 1, label: { show: true, formatter: function(p){ return p.value[0].split('-')[2]; }, fontSize: 10 } }
|
||
]
|
||
},
|
||
options: [
|
||
{ title: { text: '2022年' }, calendar: { range: '2022' }, series: [ { data: [['2022-10-07', 1, '首次对AI芯片、先进工艺设备实施全面对华出口管制']] }, { data: [] } ]},
|
||
{ title: { text: '2023年' }, calendar: { range: '2023' }, series: [ { data: [['2023-10-17', 1, '升级管制，引入“总算力”等新标准']] }, { data: [['2023-08-01', 1, '对镓、锗相关物项实施出口管制']] } ]},
|
||
{ title: { text: '2024年' }, calendar: { range: '2024' }, series: [ { data: [['2024-09-05', 1, '升级对量子计算、GAAFET技术管制'], ['2024-12-02', 1, '全面围堵，将106家中国实体列入清单，首次将HBM纳入管制']] }, { data: [['2024-09-15', 1, '对锑等物项实施出口管制'], ['2024-12-03', 1, '精准反制，原则上不予许可镓、锗、锑、超硬材料对美出口']] } ] },
|
||
{ title: { text: '2025年' }, calendar: { range: '2025' }, series: [ { data: [] }, { data: [['2025-04-04', 1, '首次对中重稀土实施出口管制'], ['2025-10-09', 1, '全面升级，将稀土全产业链技术、高能量密度锂电池纳入管制']] } ] },
|
||
{ title: { text: '2025年' }, calendar: { range: '2025' }, series: [ { data: [] }, { data: [['2025-04-04', 1, '首次对中重稀土实施出口管制'], ['2025-10-09', 1, '全面升级，将稀土全产业链技术、高能量密度锂电池纳入管制']] } ] },
|
||
{ title: { text: '2025年' }, calendar: { range: '2025' }, series: [ { data: [] }, { data: [['2025-04-04', 1, '首次对中重稀土实施出口管制'], ['2025-10-09', 1, '全面升级，将稀土全产业链技术、高能量密度锂电池纳入管制']] } ] }
|
||
]
|
||
};
|
||
|
||
option && myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
</script>
|
||
|
||
</body>
|
||
</html> |