496 lines
35 KiB
HTML
496 lines
35 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>有机硅 - 深度行业研究</title>
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@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
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font-family: 'Noto Sans SC', sans-serif;
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background-color: #020418;
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background-image:
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radial-gradient(ellipse 200% 100% at 50% 0%, rgba(30, 0, 90, 0.4) 0%, rgba(2, 4, 24, 0) 50%),
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radial-gradient(circle at 10% 20%, rgba(100, 20, 150, 0.3), transparent 30%),
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grid-template-columns: repeat(auto-fit, minmax(300px, 1fr));
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</style>
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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 mb-12">
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<h1 class="text-4xl md:text-6xl font-bold bg-clip-text text-transparent bg-gradient-to-r from-purple-400 via-pink-500 to-red-500 mb-2">
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有机硅 · 深度行业研究
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</h1>
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<p class="text-sm text-gray-400">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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</header>
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<!-- 0. 概念事件 -->
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<section class="mb-12">
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<div class="glass-card p-6 md:p-8">
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<h2 class="text-2xl md:text-3xl font-bold mb-6 section-title flex items-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-8 w-8 mr-3" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 10V3L4 14h7v7l9-11h-7z" /></svg>
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概念事件：周期拐点的确立
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</h2>
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<p class="mb-6 text-gray-300">有机硅行业在经历长达三年的产能过剩与价格低迷后，于2025年迎来一系列关键催化事件，推动市场预期发生根本性转变。整个事件链条清晰地展示了行业从无序竞争走向供需再平衡的过程。</p>
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<div class="timeline">
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<div class="timeline-item">
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<h3 class="font-semibold text-lg text-purple-300">2022-2024年：产能过剩背景</h3>
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<p class="text-gray-400">行业经历大规模产能扩张，年均增速近<span class="highlight-text">20%</span>，导致严重供过于求。至2024年底，行业整体陷入亏损，DMC价格跌至<span class="highlight-text">11000元/吨</span>的成本线附近，处于5年来的1%极低分位。</p>
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</div>
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<div class="timeline-item">
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<h3 class="font-semibold text-lg text-purple-300">2025年2-3月：预期萌芽</h3>
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<p class="text-gray-400">春节后，行业开始出现“减产挺价”协同行为，DMC价格从<span class="highlight-text">12,744元/吨</span>逐步反弹至<span class="highlight-text">14,000元/吨</span>以上，标志行业自救开始。</p>
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</div>
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<div class="timeline-item">
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<h3 class="font-semibold text-lg text-purple-300">2025年7月：供给双重冲击</h3>
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<p class="text-gray-400">
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<strong class="text-indigo-300">海外：</strong>7月7日，陶氏化学宣布关闭英国14.5万吨DMC产能（占欧洲30%）。<br>
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<strong class="text-indigo-300">国内：</strong>7月20日，东岳硅材（国内产能占比约10%）发生火灾，次日DMC价格应声上涨<span class="highlight-text">7.14%</span>。
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</p>
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</div>
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<div class="timeline-item">
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<h3 class="font-semibold text-lg text-purple-300">2025年11月：行业共识形成</h3>
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<p class="text-gray-400">“反内卷”从口号走向行动。11月12日会议达成减产<span class="highlight-text">30%</span>共识，DMC价格两日累计暴涨<span class="highlight-text">2000元/吨</span>。11月18日“实控人级别”会议进一步夯实减产策略。</p>
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</div>
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<div class="timeline-item">
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<h3 class="font-semibold text-lg text-purple-300">2025-2026年：供给收缩确认</h3>
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<p class="text-gray-400">未来两年国内新增产能锐减，仅有内蒙古兴发10万吨项目，行业规模化扩张周期基本结束。</p>
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</div>
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</div>
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</div>
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</section>
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<!-- 1. 核心观点摘要 -->
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<section class="mb-12">
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<div class="glass-card p-6 md:p-8">
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<h2 class="text-2xl md:text-3xl font-bold mb-6 section-title flex items-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-8 w-8 mr-3" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9.663 17h4.673M12 3v1m6.364 1.636l-.707.707M21 12h-1M4 12H3m3.343-5.657l-.707-.707m2.828 9.9a5 5 0 117.072 0l-.548.547A3.374 3.374 0 0014 18.469V19a2 2 0 11-4 0v-.531c0-.895-.356-1.754-.988-2.386l-.548-.547z" /></svg>
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核心观点摘要
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</h2>
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<div class="bento-grid">
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<div class="glass-card p-6 bento-item md:col-span-2">
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<h3 class="font-bold text-xl mb-2 text-purple-300">周期性拐点确立</h3>
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<p class="text-gray-300">有机硅概念正处在一个由<span class="highlight-text">供给侧急剧收缩</span>和<span class="highlight-text">需求侧结构性增长</span>共同驱动的周期性拐点。行业已走出最坏的亏损阶段，未来潜力在于盈利能力的持续修复和高端化转型。</p>
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</div>
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<div class="glass-card p-6 bento-item">
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<h3 class="font-bold text-xl mb-2 text-purple-300">双轮驱动模式</h3>
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<p class="text-gray-300">核心驱动力已转变为：行业内部通过<span class="highlight-text">“反内卷”实现供给自律</span>，与外部需求结构向<span class="highlight-text">新能源领域高质量切换</span>的双轮驱动。</p>
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</div>
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<div class="glass-card p-6 bento-item">
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<h3 class="font-bold text-xl mb-2 text-purple-300">市场情绪显著乐观</h3>
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<p class="text-gray-300">市场关注度极高，情绪已从年初的谨慎观望转变为显著乐观。研报覆盖密集，市场对“周期拐点”、“供需改善”已形成共识。</p>
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</div>
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</div>
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</div>
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</section>
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<!-- ECharts 可视化 -->
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<section class="mb-12 grid grid-cols-1 lg:grid-cols-2 gap-8">
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<div class="glass-card p-6">
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<h3 class="text-xl font-bold mb-4 section-title">有机硅DMC价格走势 (元/吨)</h3>
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<div id="priceChart" style="width: 100%; height: 400px;"></div>
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</div>
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<div class="glass-card p-6">
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<h3 class="text-xl font-bold mb-4 section-title">2024年下游需求结构转变</h3>
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<div id="demandChart" style="width: 100%; height: 400px;"></div>
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</div>
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</section>
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<!-- 2. 核心逻辑与市场认知分析 -->
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<section class="mb-12">
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<div class="glass-card p-6 md:p-8">
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<h2 class="text-2xl md:text-3xl font-bold mb-6 section-title flex items-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-8 w-8 mr-3" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M17.657 18.657A8 8 0 016.343 7.343S7 9 9 10c0-2 .5-5 2.986-7C14 5 16.09 5.777 17.657 7.343A8 8 0 0117.657 18.657z" /><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9.5 12.5l-2.5 2.5" /></svg>
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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="space-y-8">
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<div>
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<h3 class="font-semibold text-xl text-purple-300 mb-3">核心驱动力：供需格局的确定性改善</h3>
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<ul class="list-disc list-inside space-y-2 text-gray-300 pl-4">
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<li><strong class="text-indigo-300">供给端“硬约束”形成：</strong><span class="highlight-text">产能周期结束</span>（2025-26年准零增长），行业协同<span class="highlight-text">“反内卷”</span>（减产30%共识），以及<span class="highlight-text">海外产能退出</span>（陶氏关厂）共同构筑了供给收缩的坚实基础。</li>
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<li><strong class="text-indigo-300">需求端“结构性”高增长：</strong>增长引擎从地产切换至<span class="highlight-text">新能源</span>（光伏+汽车需求占比已达40%-50%），摆脱对单一周期的依赖。近三年表观消费量仍保持<span class="highlight-text">11%-21%</span>的高速增长，显示出强大的应用拓展能力。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-semibold text-xl text-purple-300 mb-3">预期差分析：市场可能低估了什么？</h3>
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<ul class="list-disc list-inside space-y-2 text-gray-300 pl-4">
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<li><strong class="text-indigo-300">“反内卷”的持续性：</strong>全行业连续3年亏损的“切肤之痛”是本次协同减产执行力远超以往的根本原因，其持续性可能超出市场预期。</li>
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<li><strong class="text-indigo-300">需求的“成长”属性：</strong>市场可能仍视其为传统周期品，但其在新兴领域的高弹性（单车用量是传统车7倍）揭示了其正向<span class="highlight-text">“周期成长品”</span>演变，估值体系有重塑可能。</li>
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<li><strong class="text-indigo-300">高端化的长期逻辑：</strong>市场短期焦点在DMC价格反弹，但忽略了电子胶、医疗健康等高附加值领域（毛利率可达40%以上）的长期价值创造。</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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</section>
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<!-- 3. 关键催化剂与未来发展路径 -->
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<section class="mb-12">
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<div class="glass-card p-6 md:p-8">
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<h2 class="text-2xl md:text-3xl font-bold mb-6 section-title flex items-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-8 w-8 mr-3" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 19v-6a2 2 0 00-2-2H5a2 2 0 00-2 2v6a2 2 0 002 2h2a2 2 0 002-2zm0 0V9a2 2 0 012-2h2a2 2 0 012 2v10m-6 0a2 2 0 002 2h2a2 2 0 002-2m0 0V5a2 2 0 012-2h2a2 2 0 012 2v14a2 2 0 01-2 2h-2a2 2 0 01-2-2z" /></svg>
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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-8">
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<div>
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<h3 class="font-semibold text-xl text-purple-300 mb-3">近期催化剂 (未来3-6个月)</h3>
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<ul class="list-disc list-inside space-y-2 text-gray-300">
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<li><strong class="text-indigo-300">减产执行验证：</strong>月度开工率及库存数据是验证“反内卷”成效的关键。</li>
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<li><strong class="text-indigo-300">上游成本支撑：</strong>光伏反内卷带动工业硅价格回升，封堵有机硅价格下行空间。</li>
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<li><strong class="text-indigo-300">旺季需求验证：</strong>2026年Q1“金三银四”新能源订单情况是验证需求成色的重要窗口。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-semibold text-xl text-purple-300 mb-3">长期发展路径</h3>
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<ul class="list-disc list-inside space-y-2 text-gray-300">
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<li><strong class="text-indigo-300">第一阶段 (当前-2026)：盈利修复与格局优化。</strong>目标：行业扭亏为盈，DMC价格中枢稳定在15000元/吨以上，一体化龙头获超额利润。</li>
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<li><strong class="text-indigo-300">第二阶段 (2026以后)：高端化与全球替代。</strong>目标：下游深加工产品收入占比超50%，在新兴领域实现突破，核心竞争力从成本转向技术。</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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</section>
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<!-- 4. 产业链与核心公司深度剖析 -->
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<section class="mb-12">
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<div class="glass-card p-6 md:p-8">
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<h2 class="text-2xl md:text-3xl font-bold mb-6 section-title flex items-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-8 w-8 mr-3" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 4.354a4 4 0 110 5.292M15 21H3v-1a6 6 0 0112 0v1zm0 0h6v-1a6 6 0 00-9-5.197M15 21v-1a6 6 0 00-1.781-4.121M12 10.854A4 4 0 009.172 15z" /></svg>
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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="space-y-6">
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<!-- 产业链图谱 -->
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<div class="p-4 rounded-xl bg-black/20">
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<h4 class="font-bold text-lg mb-2 text-purple-300">产业链图谱</h4>
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<div class="flex flex-col md:flex-row justify-around items-center text-center text-sm">
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<div class="p-2"><strong>上游</strong><br>工业硅/硅料<br><span class="text-gray-400">(合盛硅业, 通威)</span></div>
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<div class="text-purple-400 text-2xl mx-4 transform md:rotate-0 rotate-90">→</div>
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<div class="p-2"><strong>中游</strong><br>有机硅单体/DMC<br><span class="text-gray-400">(合盛, 东岳, 新安)</span></div>
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<div class="text-purple-400 text-2xl mx-4 transform md:rotate-0 rotate-90">→</div>
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<div class="p-2"><strong>下游</strong><br>硅橡胶/功能性硅烷<br><span class="text-gray-400">(硅宝科技, 江瀚新材)</span></div>
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<div class="text-purple-400 text-2xl mx-4 transform md:rotate-0 rotate-90">→</div>
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<div class="p-2"><strong>终端应用</strong><br>光伏/新能源车/电子<br><span class="text-gray-400">(隆基, 比亚迪, 华为)</span></div>
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</div>
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</div>
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<!-- 核心玩家对比 -->
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-4">
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<div class="glass-card p-4 bento-item">
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<h5 class="font-bold text-indigo-300">绝对领导者：合盛硅业</h5>
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<p class="text-sm text-gray-300">极致一体化与规模成本优势，市占率超50%，“反内卷”核心主导者。</p>
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</div>
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<div class="glass-card p-4 bento-item">
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<h5 class="font-bold text-indigo-300">高弹性纯粹标的：东岳硅材</h5>
|
||
<p class="text-sm text-gray-300">A股最纯粹有机硅标的，业绩对景气度变化弹性最大，火灾事件成供给变量。</p>
|
||
</div>
|
||
<div class="glass-card p-4 bento-item">
|
||
<h5 class="font-bold text-indigo-300">协同与深加工典范：新安股份</h5>
|
||
<p class="text-sm text-gray-300">“农药+有机硅”协同，成本优势明显，终端产品转化率超45%，高端化布局领先。</p>
|
||
</div>
|
||
<div class="glass-card p-4 bento-item">
|
||
<h5 class="font-bold text-indigo-300">下游细分龙头：硅宝科技/江瀚新材</h5>
|
||
<p class="text-sm text-gray-300">专注高毛利下游市场，成长性更强，周期性相对较弱，逻辑更偏向“新材料”。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 5. 潜在风险与挑战 / 6. 综合结论与投资启示 -->
|
||
<section class="mb-12 grid grid-cols-1 md:grid-cols-2 gap-8">
|
||
<div class="glass-card p-6 md:p-8">
|
||
<h2 class="text-2xl md:text-3xl font-bold mb-6 section-title flex items-center">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-8 w-8 mr-3" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" /></svg>
|
||
潜在风险与挑战
|
||
</h2>
|
||
<ul class="list-disc list-inside space-y-2 text-gray-300">
|
||
<li><strong class="text-amber-300">协同破裂风险：</strong>价格回暖后，企业可能为抢占份额而增产，导致“反内卷”联盟破裂。</li>
|
||
<li><strong class="text-amber-300">需求不及预期：</strong>若全球光伏装机或新能源车渗透率放缓，将冲击核心增长引擎。</li>
|
||
<li><strong class="text-amber-300">技术瓶颈风险：</strong>机器人皮肤、有机硅皮革等新兴应用商业化进程存在不确定性。</li>
|
||
<li><strong class="text-amber-300">成本波动风险：</strong>上游工业硅和能源价格大幅波动会侵蚀企业利润。</li>
|
||
<li><strong class="text-amber-300">贸易壁垒风险：</strong>出口量持续增长，未来遭遇海外反倾销等贸易壁垒的风险增加。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="glass-card p-6 md:p-8">
|
||
<h2 class="text-2xl md:text-3xl font-bold mb-6 section-title flex items-center">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-8 w-8 mr-3" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M5 3v4M3 5h4M6 17v4m-2-2h4m5-12v4m-2-2h4m5 4v4m-2-2h4M17 3l-1.172 1.172a4 4 0 00-5.656 0L9 3m9 18l-1.172-1.172a4 4 0 00-5.656 0L9 21" /></svg>
|
||
综合结论与投资启示
|
||
</h2>
|
||
<ul class="list-disc list-inside space-y-2 text-gray-300">
|
||
<li><strong class="text-green-300">最终看法：</strong>行业已<span class="highlight-text">从主题炒作进入基本面驱动的景气回升通道</span>。供给端逻辑清晰，需求端结构性增长提供弹性。</li>
|
||
<li><strong class="text-green-300">投资价值环节：</strong>
|
||
<br>1. <span class="font-semibold">景气上行初期：</span>拥有成本优势的<span class="highlight-text">一体化龙头</span>（如合盛硅业）将获得最大利润修复空间。
|
||
<br>2. <span class="font-semibold">稳健增长选择：</span>专注于<span class="highlight-text">高附加值下游</span>的细分龙头（如新安股份、硅宝科技）更具穿越周期的成长逻辑。
|
||
</li>
|
||
<li><strong class="text-green-300">关键跟踪指标：</strong>DMC价格、行业开工率与库存、光伏与新能源车月度数据、核心公司季度毛利率。</li>
|
||
</ul>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 股票数据 -->
|
||
<section class="mb-12">
|
||
<div class="glass-card p-6 md:p-8">
|
||
<h2 class="text-2xl md:text-3xl font-bold mb-6 section-title flex items-center">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-8 w-8 mr-3" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12h6m-6 4h6m2 5H7a2 2 0 01-2-2V5a2 2 0 012-2h5.586a1 1 0 01.707.293l5.414 5.414a1 1 0 01.293.707V19a2 2 0 01-2 2z" /></svg>
|
||
相关标的梳理
|
||
</h2>
|
||
|
||
<div class="overflow-x-auto">
|
||
<h3 class="font-semibold text-xl text-purple-300 mb-4">有机硅产业链核心标的</h3>
|
||
<table class="table w-full">
|
||
<thead class="text-base text-purple-200">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑/产能</th>
|
||
<th>细分环节</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="text-gray-300">
|
||
<!-- 有机硅单体 -->
|
||
<tr class="hover:bg-white/10"><td class="font-bold">合盛硅业</td><td><a href="https://valuefrontier.cn/company?scode=603260" target="_blank" class="link link-hover">603260</a></td><td>2024年有机硅单体产能173万吨/年</td><td class="font-semibold text-indigo-400">有机硅单体</td></tr>
|
||
<tr class="hover:bg-white/10"><td class="font-bold">东岳硅材</td><td><a href="https://valuefrontier.cn/company?scode=300821" target="_blank" class="link link-hover">300821</a></td><td>2024年有机硅单体产能60万吨/年</td><td class="font-semibold text-indigo-400">有机硅单体</td></tr>
|
||
<tr class="hover:bg-white/10"><td class="font-bold">兴发集团</td><td><a href="https://valuefrontier.cn/company?scode=600141" target="_blank" class="link link-hover">600141</a></td><td>2024年有机硅单体设计产能60万吨/年</td><td class="font-semibold text-indigo-400">有机硅单体</td></tr>
|
||
<tr class="hover:bg-white/10"><td class="font-bold">新安股份</td><td><a href="https://valuefrontier.cn/company?scode=600596" target="_blank" class="link link-hover">600596</a></td><td>2024年有机硅单体产能50万吨/年</td><td class="font-semibold text-indigo-400">有机硅单体</td></tr>
|
||
<tr class="hover:bg-white/10"><td class="font-bold">三友化工</td><td><a href="https://valuefrontier.cn/company?scode=600409" target="_blank" class="link link-hover">600409</a></td><td>2024年有机硅单体产能40万吨/年</td><td class="font-semibold text-indigo-400">有机硅单体</td></tr>
|
||
<tr class="hover:bg-white/10"><td class="font-bold">鲁西化工</td><td><a href="https://valuefrontier.cn/company?scode=000830" target="_blank" class="link link-hover">000830</a></td><td>2025年40万吨/年有机硅单体已投产</td><td class="font-semibold text-indigo-400">有机硅单体</td></tr>
|
||
<!-- 硅橡胶 -->
|
||
<tr class="hover:bg-white/10"><td class="font-bold">硅宝科技</td><td><a href="https://valuefrontier.cn/company?scode=300019" target="_blank" class="link link-hover">300019</a></td><td>中国有机硅密封胶行业龙头，总产能21万吨/年</td><td class="font-semibold text-fuchsia-400">硅橡胶</td></tr>
|
||
<tr class="hover:bg-white/10"><td class="font-bold">回天新材</td><td><a href="https://valuefrontier.cn/company?scode=300041" target="_blank" class="link link-hover">300041</a></td><td>2024年有机硅胶设计产能21万吨/年</td><td class="font-semibold text-fuchsia-400">硅橡胶</td></tr>
|
||
<tr class="hover:bg-white/10"><td class="font-bold">ST宏达</td><td><a href="https://valuefrontier.cn/company?scode=002211" target="_blank" class="link link-hover">002211</a></td><td>2024年混炼胶营收3.26亿元，占比93.73%</td><td class="font-semibold text-fuchsia-400">硅橡胶</td></tr>
|
||
<!-- 硅烷/偶联剂 -->
|
||
<tr class="hover:bg-white/10"><td class="font-bold">江瀚新材</td><td><a href="https://valuefrontier.cn/company?scode=603281" target="_blank" class="link link-hover">603281</a></td><td>2024年功能性硅烷营收21.5亿，占比97.03%</td><td class="font-semibold text-cyan-400">硅烷/偶联剂</td></tr>
|
||
<tr class="hover:bg-white/10"><td class="font-bold">晨光新材</td><td><a href="https://valuefrontier.cn/company?scode=605399" target="_blank" class="link link-hover">605399</a></td><td>2024年功能性硅烷营收11.57亿元，占比99.75%</td><td class="font-semibold text-cyan-400">硅烷/偶联剂</td></tr>
|
||
<tr class="hover:bg-white/10"><td class="font-bold">宏柏新材</td><td><a href="https://valuefrontier.cn/company?scode=605366" target="_blank" class="link link-hover">605366</a></td><td>2024年硅烷偶联剂营收12.36亿，占比83.66%</td><td class="font-semibold text-cyan-400">硅烷/偶联剂</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="overflow-x-auto mt-8">
|
||
<h3 class="font-semibold text-xl text-purple-300 mb-4">涨幅异动分析</h3>
|
||
<table class="table w-full">
|
||
<thead class="text-base text-purple-200">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>异动日期</th>
|
||
<th>涨幅</th>
|
||
<th>核心驱动原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="text-gray-300 text-sm">
|
||
<tr class="hover:bg-white/10"><td class="font-bold">飞鹿股份</td><td><a href="https://valuefrontier.cn/company?scode=300665" target="_blank" class="link link-hover">300665</a></td><td>2025-07-22</td><td class="text-red-400 font-semibold">10.21%</td><td>有机硅板块集体走强（多晶硅涨价、东岳火灾供给收缩）</td></tr>
|
||
<tr class="hover:bg-white/10"><td class="font-bold">中盐化工</td><td><a href="https://valuefrontier.cn/company?scode=600328" target="_blank" class="link link-hover">600328</a></td><td>2025-07-18</td><td class="text-red-400 font-semibold">5.24%</td><td>化工行业整体利好，有机硅供给扰动，盈利周期触底反弹</td></tr>
|
||
<tr class="hover:bg-white/10"><td class="font-bold">晨化股份</td><td><a href="https://valuefrontier.cn/company?scode=300610" target="_blank" class="link link-hover">300610</a></td><td>2025-07-14</td><td class="text-red-400 font-semibold">6.82%</td><td>有机硅概念板块异动（陶氏关厂），受益国际供应收缩预期</td></tr>
|
||
<tr class="hover:bg-white/10"><td class="font-bold">宜安科技</td><td><a href="https://valuefrontier.cn/company?scode=300328" target="_blank" class="link link-hover">300328</a></td><td>2025-07-08</td><td class="text-red-400 font-semibold">5.03%</td><td>有机硅概念板块集体上涨，叠加折叠机液态金属供应商预期</td></tr>
|
||
<tr class="hover:bg-white/10"><td class="font-bold">江苏国泰</td><td><a href="https://valuefrontier.cn/company?scode=002091" target="_blank" class="link link-hover">002091</a></td><td>2025-11-07</td><td class="text-red-400 font-semibold">10.01%</td><td>有机硅DMC现货跳涨，公司剥离金融聚焦化工主业（含有机硅）</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Footer -->
|
||
<footer class="text-center mt-12 text-xs text-gray-500">
|
||
<p>本报告由北京价值前沿科技有限公司 AI投研agent：“价小前投研”合成呈现。</p>
|
||
<p>本报告基于公开数据合成，不构成任何投资建议，投资需谨慎。</p>
|
||
</footer>
|
||
|
||
</div>
|
||
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||
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