526 lines
37 KiB
HTML
526 lines
37 KiB
HTML
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<title>深度行研 | 氟制冷剂概念</title>
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:root {
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--glow-color: rgba(77, 192, 253, 0.7);
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--glow-color-purple: rgba(192, 77, 253, 0.7);
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background-color: #020418;
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background-image:
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radial-gradient(ellipse 80% 80% at 50% -20%, rgba(120, 119, 198, 0.3), transparent),
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<body class="min-h-screen">
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<div class="relative w-full h-full p-4 md:p-8 lg:p-12">
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<!-- Background Glows -->
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<div class="absolute top-0 left-0 w-96 h-96 bg-cyan-500/20 rounded-full filter blur-3xl opacity-30 animate-pulse"></div>
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<div class="absolute bottom-0 right-0 w-96 h-96 bg-purple-500/20 rounded-full filter blur-3xl opacity-30 animate-pulse animation-delay-4000"></div>
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<header class="text-center mb-12 relative z-10">
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<h1 class="text-4xl md:text-6xl font-bold text-transparent bg-clip-text bg-gradient-to-r from-cyan-300 via-purple-400 to-cyan-300 glow-text mb-2">
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深度行研：氟制冷剂
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</h1>
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<p class="text-lg text-gray-400">Policy-Driven Supply Constraints Catalyze a Multi-Year Super Cycle</p>
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<div class="mt-4 text-xs text-gray-500">
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<p>北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
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<p>本报告为AI合成数据，投资需谨慎。</p>
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</div>
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</header>
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<main class="space-y-12 relative z-10">
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<!-- INSIGHT Section -->
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<section id="insight" class="glass-card p-6 md:p-8">
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<h2 class="fui-header text-2xl md:text-3xl font-bold text-cyan-300 glow-text mb-6">核心洞察 (Core Insight)</h2>
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<div class="space-y-8">
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<article>
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<h3 class="text-xl font-semibold text-purple-300 mb-3">0. 概念事件：政策驱动的供给侧改革</h3>
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<p class="text-gray-300 leading-relaxed">氟制冷剂概念的核心驱动力源于全球环保协议的落地执行，其本质是一个由政策强制引发的、长达数十年的供给侧改革。《蒙特利尔议定书》及其《基加利修正案》是本轮行业景气周期的根本大法，通过淘汰旧代产品并对第三代制冷剂（HFCs）实施配额管控，从法律层面锁定了供给天花板。2024年1月1日中国正式实施HFCs生产配额管理，成为引爆本轮行情的<strong class="text-cyan-300">核心催化事件</strong>。叠加2025年第二代制冷剂（HCFCs）配额的大幅削减，行业供给紧张格局被进一步强化，新兴的AI液冷需求则为行业打开了新的想象空间。</p>
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</article>
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<div class="alert bg-black/30 border-purple-500/50 text-purple-200">
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<svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z" /></svg>
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<div>
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<h3 class="font-bold">核心观点摘要</h3>
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<div class="text-sm">氟制冷剂概念正处于一轮由全球环保政策强制驱动、以供给侧刚性约束为核心的<strong>长景气周期</strong>中，当前已从逻辑演绎阶段进入<strong>基本面兑现的主升浪</strong>。其核心驱动力是不可逆的配额制度，它赋予了头部企业类似“特许经营权”的护城河，未来潜力不仅在于存量市场的量价齐升，更在于AI液冷等新兴需求带来的增量空间。</div>
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</div>
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</div>
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<article x-data="{ open: false }">
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<h3 class="text-xl font-semibold text-purple-300 mb-3 cursor-pointer" @click="open = !open">1. 核心逻辑与市场认知分析 <span x-text="open ? '[-]' : '[+]'">[+]</span></h3>
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<div x-show="open" x-collapse.duration.500ms class="space-y-4 text-gray-300 leading-relaxed">
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<p><strong class="text-cyan-400">核心驱动力：</strong>支撑概念的根本逻辑是<strong>政策驱动下的供给永久性、强制性收缩</strong>。中国掌握全球超74%的HFCs供给，其配额制度在全球形成供给硬顶。而需求端在空调、汽车等传统领域稳中有增，同时新能源车、冷链、AI服务器液冷等新兴需求创造了可观增量。这种长期的供需错配是价格上涨的根本动力，行业定价模式已从成本加成转变为<strong class="text-cyan-300">稀缺性驱动</strong>。</p>
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<p><strong class="text-cyan-400">市场热度与情绪：</strong>当前市场关注度极高，情绪高度乐观。新闻、研报、路演数据形成强力正面舆论场，机构讨论焦点已从“逻辑是否成立”转向“价格能涨多高、景气能持续多久”。</p>
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<p><strong class="text-cyan-400">预期差分析：</strong></p>
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<ul class="list-disc list-inside space-y-2 pl-4">
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<li><strong>景气周期长度预期不足：</strong>市场可能低估了这是一个持续到2045年的政策长周期。路演专家预测价格天花板远超当前水平，暗示行情仍处中段。</li>
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<li><strong>对“配额增发”的误读：</strong>2024年R32配额增发被市场视为利空，但深层逻辑是下游需求极其旺盛的体现，这是一个<strong class="text-yellow-300">被市场普遍认知忽略的关键点</strong>。</li>
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<li><strong>对四代替代风险的高估：</strong>第四代制冷剂因成本过高、专利垄断、自身环保争议（PFAS法案）等多重阻碍，短期内难以大规模替代。第三代产品（尤其R32）的生命周期和盈利窗口远超预期。</li>
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<li><strong>对新兴需求的定价不充分：</strong>AI液冷需求一旦放量，将是对现有紧张供需格局的“火上浇油”，这部分潜在价值尚未被市场完全计入。</li>
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</ul>
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</div>
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</article>
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<article x-data="{ open: false }">
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<h3 class="text-xl font-semibold text-purple-300 mb-3 cursor-pointer" @click="open = !open">2. 关键催化剂与未来发展路径 <span x-text="open ? '[-]' : '[+]'">[+]</span></h3>
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<div x-show="open" x-collapse.duration.500ms class="space-y-4 text-gray-300 leading-relaxed">
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<p><strong class="text-cyan-400">近期催化剂 (3-6个月)：</strong>季度/年度长协价格超预期上涨；上市公司中报/三季报业绩持续超预期释放；年底配额紧张引发脉冲式上涨；政策细则（如冰箱HFCs禁令）落地。</p>
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<p><strong class="text-cyan-400">长期发展路径：</strong></p>
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<ol class="list-decimal list-inside space-y-2 pl-4">
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<li><strong>当前-2029年 (价格兑现期):</strong> HFCs配额冻结，HCFCs配额削减，供需矛盾激化，龙头企业享受量价齐升红利。</li>
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<li><strong>2029-2035年 (格局固化与替代启动期):</strong> 中国开始削减HFCs配额，供给约束更强。价格中枢维持高位。第四代产品在部分高端领域开始替代。</li>
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<li><strong>2035-2045年 (加速替代期):</strong> HFCs配额大幅削减，行业进入存量博弈尾声。拥有第四代技术布局的企业将接力成为新主导者。</li>
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</ol>
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</div>
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</article>
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<article>
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<h3 class="text-xl font-semibold text-purple-300 mb-3">3. 潜在风险与挑战</h3>
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<ul class="list-disc list-inside space-y-2 pl-4 text-gray-400">
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<li><strong>技术风险:</strong> 第四代制冷剂HFOs的替代路径存在不确定性，可能受欧盟PFAS法案限制。</li>
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<li><strong>商业化风险:</strong> 第四代产品成本过高，下游大规模替换意愿存疑。</li>
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<li><strong>政策与竞争风险:</strong> 存在超预期的配额大规模增发或价格监管的可能。</li>
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</ul>
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</article>
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</div>
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</section>
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<!-- Data Bento Grid -->
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<section id="market-data" class="bento-grid">
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<div class="col-span-12 lg:col-span-7 glass-card p-6 grid-item">
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<h3 class="fui-header text-xl font-semibold text-cyan-300 mb-4">市场趋势与展望</h3>
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<ul class="list-disc list-inside space-y-2 text-sm text-gray-300">
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<li><strong>长景气周期确立：</strong>氟化工产业链已进入长景气周期，供需格局持续优化。</li>
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<li><strong>高景气度维持：</strong>配额政策与下游需求提振双重利好，2025年行业有望维持高景气，企业盈利能力将大幅提升。</li>
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<li><strong>价格强势上行：</strong>主流制冷剂内外贸报盘持续上行，2025年起点更高，格局更优。Q2或掀起新一轮涨价潮。</li>
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<li><strong>供给侧逻辑强化：</strong>供给强约束，需求稳定增长，产业长期向上趋势不变，行业远未达天花板。</li>
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</ul>
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</div>
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<div class="col-span-12 lg:col-span-5 glass-card p-6 grid-item">
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<h3 class="fui-header text-xl font-semibold text-cyan-300 mb-4">政策与配额管理</h3>
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<ul class="list-disc list-inside space-y-2 text-sm text-gray-300">
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<li><strong>核心政策：</strong>2025年二代(HCFCs)配额进一步削减，三代(HFCs)继续实行生产配额管理，企业具备【特许经营权】。</li>
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<li><strong>配额现状：</strong>四季度配额使用紧张，年底殆尽。企业优先追求利润，履约减排。</li>
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<li><strong>未来动向：</strong>生态环境部拟禁止在家用冰箱和冷柜中使用HFCs制冷剂，自2026年1月1日起实施。</li>
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</ul>
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</div>
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<div class="col-span-12 glass-card p-6 grid-item">
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<h3 class="fui-header text-xl font-semibold text-cyan-300 mb-4">核心产品价格动态</h3>
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<div id="price-chart" style="width: 100%; height: 400px;"></div>
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</div>
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<div class="col-span-12 md:col-span-6 xl:col-span-4 glass-card p-6 grid-item">
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<h3 class="fui-header text-xl font-semibold text-cyan-300 mb-4">下游需求与应用</h3>
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<ul class="list-disc list-inside space-y-2 text-sm text-gray-300">
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<li><strong>空调行业：</strong>需求旺盛，排产大幅提升，为制冷剂价格提供支撑。全球变暖背景下需求长期稳定。</li>
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<li><strong>海外市场：</strong>出口需求持续增长，以R32为主。内外贸价差快速收敛，外贸带涨趋势显现。</li>
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<li><strong>新兴应用：</strong><strong class="text-yellow-300">数据中心冷却</strong>方案浮出水面，以R134a为介质的双相冷板方案或成佳选，可能加剧供需紧张。</li>
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</ul>
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</div>
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<div class="col-span-12 md:col-span-6 xl:col-span-4 glass-card p-6 grid-item">
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<h3 class="fui-header text-xl font-semibold text-cyan-300 mb-4">企业业绩动态</h3>
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<p class="text-sm text-gray-300 mb-3">在核心产品制冷剂量价齐升带动下，多家氟化工龙头盈利显著增长，上半年业绩同比均实现倍增。</p>
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<div class="space-y-2 text-xs">
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<p><strong class="text-purple-300">三美股份:</strong> Q3净利同比增237%，前三季增183%。</p>
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<p><strong class="text-purple-300">巨化股份:</strong> 上半年归母净利增146.97%，已超去年全年。</p>
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<p><strong class="text-purple-300">永和/东阳光:</strong> 上半年业绩同比倍增。</p>
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</div>
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</div>
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<div class="col-span-12 md:col-span-12 xl:col-span-4 glass-card p-6 grid-item">
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<h3 class="fui-header text-xl font-semibold text-cyan-300 mb-4">产业链上游</h3>
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<ul class="list-disc list-inside space-y-2 text-sm text-gray-300">
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<li><strong>萤石 (原料):</strong> 氟化工产业链起点，价格持续看涨。</li>
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<li><strong>氢氟酸 (中间体):</strong> 大厂月度定价大幅上调，提振市场信心。</li>
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<li class="text-yellow-300">持续看好并坚定推荐萤石、制冷剂的投资机会。</li>
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</ul>
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</div>
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</section>
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<!-- Roadshows & Reports -->
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<section id="expert-views" class="glass-card p-6 md:p-8" x-data="{ tab: 'roadshows' }">
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<div role="tablist" class="tabs tabs-bordered mb-6">
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<a role="tab" class="tab text-lg" :class="{ 'tab-active text-cyan-300': tab === 'roadshows' }" @click.prevent="tab = 'roadshows'">路演纪要</a>
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<a role="tab" class="tab text-lg" :class="{ 'tab-active text-cyan-300': tab === 'reports' }" @click.prevent="tab = 'reports'">研报精粹</a>
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</div>
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<div x-show="tab === 'roadshows'">
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<div class="space-y-4 max-h-[600px] overflow-y-auto pr-4">
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<div class="collapse collapse-plus bg-black/20">
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<input type="radio" name="roadshow-accordion" checked="checked" />
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<div class="collapse-title text-lg font-medium text-purple-300">
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开源证券 | 2025-09-26: 配额主升浪与AI液冷新赛道
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</div>
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<div class="collapse-content text-sm text-gray-300">
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<ul class="list-disc list-inside space-y-1">
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<li><strong>核心结论:</strong> HFCs配额制进入利润兑现期，价格仍处主升浪中段，10万元/吨不是顶。</li>
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<li><strong>供给格局:</strong> 中国掌握全球80%以上供应与定价权，供给天花板明确。</li>
|
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<li><strong>第二增长曲线:</strong> 液冷（AI服务器、数据中心）为确定性受益方向，含氟冷却介质（134a等）需求打开新空间。</li>
|
||
<li><strong>价格利润:</strong> R32单吨毛利已达约4.5万元，R22淘汰尾声价格利润创史高。</li>
|
||
<li><strong>竞争格局:</strong> CR4≈90%，配额锁定份额至2045年，禁止新建产能。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-black/20">
|
||
<input type="radio" name="roadshow-accordion" />
|
||
<div class="collapse-title text-lg font-medium text-purple-300">
|
||
国信化工 | 2024-02-26: 氟制冷剂专家交流
|
||
</div>
|
||
<div class="collapse-content text-sm text-gray-300">
|
||
<ul class="list-disc list-inside space-y-1">
|
||
<li><strong>价格上涨因素:</strong> 企业对配额稀缺性预期、中间商补库、冷链物流需求激增。</li>
|
||
<li><strong>价格天花板预测:</strong> 三代价格上限或达9.6万元/吨（四代成本的80%）。</li>
|
||
<li><strong>趋势展望:</strong> 长期受配额收紧支撑，呈稳步上升趋势。</li>
|
||
<li><strong>国际格局:</strong> 新兴市场2032年前不受限，中国主导全球供应。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-black/20">
|
||
<input type="radio" name="roadshow-accordion" />
|
||
<div class="collapse-title text-lg font-medium text-purple-300">
|
||
申万宏源 | 2024-03-17: HFCs开启配额时代，步入长景气周期
|
||
</div>
|
||
<div class="collapse-content text-sm text-gray-300">
|
||
<ul class="list-disc list-inside space-y-1">
|
||
<li><strong>核心逻辑:</strong> 配额制推动周期反转，HFCs配额基数（疫情低谷期）低于二代，涨价弹性更大。</li>
|
||
<li><strong>配额总量:</strong> 实际发放配额仅占基准值76%，出口配额占比高（54%）。</li>
|
||
<li><strong>涨价节奏预测:</strong> Q2空调旺季推动内贸价，Q4出口配额启动+二代加速淘汰，价格二次冲高。</li>
|
||
<li><strong>四代替代风险:</strong> 成本高、专利垄断，短期（至2025年）三代仍主导市场。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div x-show="tab === 'reports'">
|
||
<div class="space-y-4 max-h-[600px] overflow-y-auto pr-4">
|
||
<div class="p-4 border border-purple-500/30 rounded-lg bg-black/20">
|
||
<h4 class="font-bold text-purple-300 mb-2">全球供给格局 (2024年)</h4>
|
||
<p class="text-sm text-gray-300">中国HFCs配额18.53亿吨，占全球供给能力超<strong class="text-cyan-300">74%</strong>，对全球供应有决定性影响。</p>
|
||
</div>
|
||
<div class="p-4 border border-purple-500/30 rounded-lg bg-black/20">
|
||
<h4 class="font-bold text-purple-300 mb-2">中国市场配额管理</h4>
|
||
<p class="text-sm text-gray-300"><strong>二代(HCFCs)淘汰:</strong> R22在2024年已现供需缺口，2025年配额将进一步削减。<br><strong>三代(HFCs)管理:</strong> 2024年为实施首年，过剩产能去化，价格价差修复明显。</p>
|
||
</div>
|
||
<div class="p-4 border border-purple-500/30 rounded-lg bg-black/20">
|
||
<h4 class="font-bold text-purple-300 mb-2">第四代制冷剂(HFOs)风险与机遇</h4>
|
||
<p class="text-sm text-gray-300"><strong>R1234yf:</strong> 欧美车用主流，但存在可燃、降解产物TFA问题，或受PFAS法规限制。国内处于起步阶段，成本高昂，巨化等已储备技术。</p>
|
||
</div>
|
||
<div class="p-4 border border-purple-500/30 rounded-lg bg-black/20">
|
||
<h4 class="font-bold text-purple-300 mb-2">投资逻辑与风险</h4>
|
||
<p class="text-sm text-gray-300"><strong>投资逻辑:</strong> 关注在第四代制冷剂研发具先发优势、原材料自给率高、海外布局领先的企业。<br><strong>主要风险:</strong> PFAS法案、下游需求不及预期、原材料价格大幅波动、天然工质替代加速。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Rise Analysis Section -->
|
||
<section id="rise-analysis" class="glass-card p-6 md:p-8">
|
||
<h2 class="fui-header text-2xl md:text-3xl font-bold text-cyan-300 glow-text mb-6">异动个股归因分析</h2>
|
||
<div class="space-y-6">
|
||
<div class="p-4 border border-cyan-500/30 rounded-lg bg-black/20 hover:bg-black/40 transition-colors duration-300">
|
||
<div class="flex justify-between items-center mb-2">
|
||
<h4 class="text-lg font-bold text-cyan-200">先达股份 (603086) - <span class="text-green-400">涨幅 10.0%</span></h4>
|
||
<span class="text-xs text-gray-400">2025-07-07</span>
|
||
</div>
|
||
<p class="text-sm text-gray-300"><strong class="text-yellow-300">核心结论：</strong>烯草酮价格暴涨+出口配额落地+<strong class="text-purple-300">氟化工制冷剂景气共振</strong>，业绩弹性被资金一次性定价。</p>
|
||
<p class="text-xs text-gray-400 mt-2"><strong>与氟化工关联:</strong> 公司拥有8000吨/年含氟中间体产能，60%外售制冷剂原料R32/R125。价格每涨1000元/吨，年化业绩弹性约0.5亿元，直接受益于制冷剂景气周期。</p>
|
||
</div>
|
||
<div class="p-4 border border-cyan-500/30 rounded-lg bg-black/20 hover:bg-black/40 transition-colors duration-300">
|
||
<div class="flex justify-between items-center mb-2">
|
||
<h4 class="text-lg font-bold text-cyan-200">永太科技 (002326) - <span class="text-green-400">涨幅 10.03%</span></h4>
|
||
<span class="text-xs text-gray-400">2025-09-08</span>
|
||
</div>
|
||
<p class="text-sm text-gray-300"><strong class="text-yellow-300">核心结论：</strong>工信部氟化工供给侧改革征求意见稿发布，公司因“高端含氟电子化学品”产能直接受益，板块联动涨停。</p>
|
||
<p class="text-xs text-gray-400 mt-2"><strong>与氟化工关联:</strong> 政策鼓励含氟电子化学品、含氟锂盐，公司现有六氟磷酸锂、LiFSI产能均属鼓励类，新增氢氟酸项目成为少数“合规增量”标的，稀缺性凸显。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stocks Section -->
|
||
<section id="stocks" class="glass-card p-6 md:p-8">
|
||
<h2 class="fui-header text-2xl md:text-3xl font-bold text-cyan-300 glow-text mb-6">产业链核心标的</h2>
|
||
|
||
<div class="space-y-8">
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-purple-300 mb-4">产业链上游：萤石资源</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th class="text-cyan-300">股票名称</th>
|
||
<th class="text-cyan-300">核心逻辑</th>
|
||
<th class="text-cyan-300">标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=603505" target="_blank" class="link link-hover">金石资源</a></td><td>萤石保有资源储量A股第一，2700万吨矿石量</td><td><div class="badge badge-outline badge-primary">萤石</div> <div class="badge badge-outline">上游</div></td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=605020" target="_blank" class="link link-hover">永和股份</a></td><td>萤石保有资源储量A股第二，485.27万吨矿石量</td><td><div class="badge badge-outline badge-primary">萤石</div> <div class="badge badge-outline">上游</div></td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=002407" target="_blank" class="link link-hover">多氟多</a></td><td>投资三家萤石矿业公司</td><td><div class="badge badge-outline badge-primary">萤石</div> <div class="badge badge-outline">上游</div></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-purple-300 mb-4">第三代制冷剂 (HFCs) 核心生产企业 (2025年配额)</h3>
|
||
<div class="overflow-x-auto grid grid-cols-1 lg:grid-cols-3 gap-8">
|
||
<!-- R32 Table -->
|
||
<div class="col-span-1">
|
||
<p class="font-bold text-lg mb-2 text-center text-gray-200">R32 (空调为主)</p>
|
||
<table class="table w-full text-sm">
|
||
<thead><tr><th class="text-cyan-300">股票名称</th><th class="text-cyan-300">配额占比</th></tr></thead>
|
||
<tbody>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=600160" target="_blank" class="link link-hover">巨化股份</a></td><td>45.8%</td></tr>
|
||
<tr><td>东岳集团</td><td>20.1%</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=603379" target="_blank" class="link link-hover">三美股份</a></td><td>11.8%</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=600673" target="_blank" class="link link-hover">东阳光</a></td><td>10.3%</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=605020" target="_blank" class="link link-hover">永和股份</a></td><td>2.3%</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
<!-- R125 Table -->
|
||
<div class="col-span-1">
|
||
<p class="font-bold text-lg mb-2 text-center text-gray-200">R125 (混配为主)</p>
|
||
<table class="table w-full text-sm">
|
||
<thead><tr><th class="text-cyan-300">股票名称</th><th class="text-cyan-300">配额占比</th></tr></thead>
|
||
<tbody>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=600160" target="_blank" class="link link-hover">巨化股份</a></td><td>38.4%</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=603379" target="_blank" class="link link-hover">三美股份</a></td><td>18.4%</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=600378" target="_blank" class="link link-hover">昊华科技</a></td><td>17.4%</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=600673" target="_blank" class="link link-hover">东阳光</a></td><td>11.5%</td></tr>
|
||
<tr><td>东岳集团</td><td>8.9%</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=605020" target="_blank" class="link link-hover">永和股份</a></td><td>4.9%</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
<!-- R134a Table -->
|
||
<div class="col-span-1">
|
||
<p class="font-bold text-lg mb-2 text-center text-gray-200">R134a (汽车/AI液冷)</p>
|
||
<table class="table w-full text-sm">
|
||
<thead><tr><th class="text-cyan-300">股票名称</th><th class="text-cyan-300">配额占比</th></tr></thead>
|
||
<tbody>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=600160" target="_blank" class="link link-hover">巨化股份</a></td><td>36.7%</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=600378" target="_blank" class="link link-hover">昊华科技</a></td><td>26.0%</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=603379" target="_blank" class="link link-hover">三美股份</a></td><td>24.0%</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=605020" target="_blank" class="link link-hover">永和股份</a></td><td>4.9%</td></tr>
|
||
<tr><td>东岳集团</td><td>3.3%</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=600673" target="_blank" class="link link-hover">东阳光</a></td><td>2.2%</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
</div>
|
||
|
||
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|
||
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|
||
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|
||
'R134a': { '2024-09-06': 33000, '2024-10-08': 33500, '2024-11-06': 40000, '2024-12-09': 42000, '2025-01-06': 42000, '2025-05-28': 49000, '2025-06-05': 48500, '2025-06-25': 50000 },
|
||
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|
||
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|
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|
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|
||
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|
||
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|
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|
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|
||
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||
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||
trigger: 'axis',
|
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|
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|
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params.forEach(function (item) {
|
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|
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res += item.marker + item.seriesName + ' : ' + item.value.toLocaleString() + ' 元/吨<br/>';
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|
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|
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|
||
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|
||
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|
||
grid: {
|
||
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|
||
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|
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|
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|
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|
||
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|
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|
||
axisLabel: {
|
||
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|
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|
||
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|
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|
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|
||
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|
||
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|
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|
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|
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series: series,
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|
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|
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|
||
</html> |