569 lines
38 KiB
HTML
569 lines
38 KiB
HTML
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<title>深度行研 | 磷化工概念</title>
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<div class="glow-bg"></div>
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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-8 mb-8">
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<h1 class="text-4xl md:text-6xl font-bold header-gradient animate-pulse">
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磷化工 · 深度行研
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</h1>
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<p class="mt-4 text-lg text-slate-400">资源为基，成长为翼：周期与成长的共振</p>
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<div class="mt-6 text-xs text-gray-500">
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<p>由 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 Content -->
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<main class="space-y-16">
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<!-- Bento Grid Section -->
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<section>
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<div class="bento-grid">
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<!-- Core View -->
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<div class="bento-item col-span-lg-8 glass p-6 md:p-8 flex flex-col justify-between">
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<div>
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<h2 class="text-2xl font-bold mb-4 text-cyan-300 text-glow">核心观点摘要</h2>
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<p class="text-slate-300 leading-relaxed">
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磷化工行业正经历从传统周期向<strong class="text-violet-300">“资源为基、成长为翼”</strong>的价值重估阶段。其核心驱动力在于上游磷矿资源因政策性供给硬约束而具备的<strong class="text-violet-300">“压舱石”</strong>价值，叠加下游新能源（磷酸铁锂、储能、固态电池）带来的高确定性边际需求增量。当前，行业已进入由基本面驱动的景气上行周期，利润正向上游资源端和高附加值新材料端集中。
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</p>
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</div>
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<div class="mt-6 text-sm text-slate-400">
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<strong>投资逻辑:</strong> 兼具防御性（资源价值+稳定分红）与进攻性（新能源需求增长），呈现典型 "GARP"（合理价格成长）特征。
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</div>
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</div>
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<!-- Market Performance -->
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<div class="bento-item col-span-lg-4 glass p-6 md:p-8">
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<h2 class="text-2xl font-bold mb-4 text-cyan-300 text-glow">市场表现</h2>
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<ul class="space-y-3 text-slate-300">
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<li><strong>2024年全年:</strong> 申万磷化工指数跑赢基础化工指数<strong class="text-green-400">32个百分点</strong>。</li>
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<li><strong>2024年10月:</strong> 板块上涨<strong class="text-green-400">10.57%</strong>，显著跑赢沪深300。</li>
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<li><strong>2024 H1 盈利:</strong> 板块归母净利润<strong class="text-green-400">46.23亿元</strong>，同比增长<strong class="text-green-400">9.73%</strong>。</li>
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<li class="pt-2 text-xs text-slate-500">*数据来源: 路演纪要</li>
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</ul>
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</div>
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<!-- Price Dynamics Chart -->
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<div class="bento-item col-span-lg-6 glass p-6 md:p-8">
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<h2 class="text-2xl font-bold mb-4 text-cyan-300 text-glow">磷矿石价格趋势</h2>
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<div id="priceChart" style="width: 100%; height: 300px;"></div>
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<p class="text-xs text-center text-slate-500 mt-2">30%品位磷矿石价格自2023年末以来持续维持千元以上高位。</p>
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</div>
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<!-- Supply & Demand -->
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<div class="bento-item col-span-lg-6 glass p-6 md:p-8">
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<h2 class="text-2xl font-bold mb-4 text-cyan-300 text-glow">供需格局</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div>
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<h3 class="font-semibold text-violet-300 mb-2">供给端：硬约束</h3>
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<ul class="list-disc list-inside space-y-2 text-sm text-slate-300">
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<li><strong>磷矿:</strong> 供给偏紧，环保与政策提升采选壁垒。</li>
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<li><strong>磷石膏:</strong> "以渣定产"模式收紧有效供给。</li>
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<li><strong>黄磷:</strong> 硫磺约束+新能源需求双重共振。</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-violet-300 mb-2">需求端：双引擎</h3>
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<ul class="list-disc list-inside space-y-2 text-sm text-slate-300">
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<li><strong>传统:</strong> 磷肥、饲料需求刚性，出口价差大。</li>
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<li><strong>新能源:</strong> 核心增量，储能和LFP电池需求旺盛。</li>
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<li><strong>未来:</strong> 固态电池对超纯黄磷(P₂S₅)构成远期看点。</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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<!-- Key Policies -->
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<div class="bento-item col-span-lg-12 glass p-6 md:p-8">
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<h2 class="text-2xl font-bold mb-4 text-cyan-300 text-glow">关键政策与事件</h2>
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<div class="overflow-x-auto">
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<table class="table table-sm">
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<thead>
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<tr class="text-cyan-200">
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<th>时间</th>
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<th>事件/政策</th>
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<th>核心影响</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td class="font-mono">2017年起</td>
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<td>供给侧改革 & 环保高压</td>
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<td>奠定供给长期偏紧格局，中小产能出清。</td>
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</tr>
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<tr>
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<td class="font-mono">2024年1月</td>
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<td>《推进磷资源高效高值利用实施方案》</td>
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<td>顶层设计，限制传统产能，鼓励新材料转型。</td>
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</tr>
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<tr>
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<td class="font-mono">2024年9月</td>
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<td>《磷石膏综合利用行动方案》</td>
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<td>“以渣定产”政策强化，进一步收紧有效供给，成为行情催化剂。</td>
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</tr>
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<tr>
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<td class="font-mono">2024年Q4</td>
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<td>新能源需求显著回暖</td>
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<td>LFP电池装车量同比大增75%，验证新能源需求逻辑。</td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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</div>
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</section>
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<!-- Insight Section -->
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<section class="glass p-6 md:p-10 insight-section">
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<h2 class="text-3xl font-bold mb-8 text-center header-gradient">概念深度洞察：逻辑与推演</h2>
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<div>
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<h3>2. 核心逻辑与市场认知分析</h3>
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<h4>核心驱动力：双轮驱动的“戴维斯双击”逻辑</h4>
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<p><strong>1. 供给端：资源属性凸显，政策构筑壁垒。</strong> 支撑磷化工概念的根本逻辑是其上游核心——<strong>磷矿</strong>的战略资源属性。区别于一般化工品，磷矿供给受到多重刚性约束：</p>
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<ul>
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<li><strong>资源禀赋：</strong>我国磷矿储量全球第二，但高品位矿石稀缺且消耗速度快，可开采年限仅约<strong>40年</strong>。</li>
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<li><strong>政策强约束：</strong>国家通过严格控制矿权审批、提升环保标准等方式限制新增产能。尤其是<strong>磷石膏</strong>的处理能力（“以渣定产”）已成为湿法磷酸产能的实际瓶颈，有效抬高了行业进入门槛，加速了中小产能出清。</li>
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</ul>
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<p class="mt-4"><strong>2. 需求端：传统需求稳固，新能源需求打开天花板。</strong></p>
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<ul>
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<li><strong>基本盘：</strong>磷肥、饲料等传统下游受益于全球粮食安全的重要性，需求具备刚性，为行业提供了稳定的利润基础。</li>
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<li><strong>核心增量：</strong>新能源汽车及储能行业对<strong>磷酸铁锂（LFP）</strong>电池的需求是本轮景气周期的最大边际变量。据测算，<strong>1GWh</strong>电池最终带动约<strong>0.7万吨</strong>磷矿石需求。更具前瞻性的是，固态电池技术路线对核心原料<strong>五硫化二磷（P₂S₅）</strong>的需求，将进一步提升<strong>超纯黄磷</strong>的战略价值。</li>
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</ul>
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<h4>预期差分析：市场共识与潜在盲点</h4>
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<ul>
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<li><strong>潜在预期差1：对下游新能源行业内部“内卷”的忽视。</strong> 市场普遍看好LFP带来的需求拉动，但路演数据显示，磷酸铁锂行业本身存在产能过剩问题，开工率仅约<strong>40%-50%</strong>。利润大概率仍集中在最上游的磷矿环节，而非所有转型新材料的企业都能享受高增长红利。</li>
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<li><strong>潜在预期差2：对未来磷矿供给增量的误判。</strong> 市场普遍认为磷矿供给将长期偏紧。然而，路演数据中存在一个<strong>矛盾点</strong>：一方面强调供给增量有限，另一方面又指出“<strong>2025年和2026年国内计划投产的磷矿石产能将超过5000万吨</strong>”。如此巨大的潜在产能若超预期释放，将对当前“供给永久偏紧”的逻辑构成严峻挑战。</li>
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<li><strong>潜在预期差3：对概念炒作与基本面脱节的风险认知不足。</strong> 以<strong>清水源（300437）</strong>为例，其因三氯化磷产能被炒作，但深度剖析显示其规划的五氯化磷项目存在<strong>终止风险</strong>。这揭示了市场情绪高涨时，部分资金可能脱离基本面进行纯粹的题材炒作。</li>
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</ul>
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</div>
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<div class="divider my-12 divider-primary"></div>
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<div>
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<h3>3. 关键催化剂与未来发展路径</h3>
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<h4>近期催化剂（未来3-6个月）</h4>
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<ol class="list-decimal list-inside space-y-2">
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<li><strong>2025年磷肥出口政策落地：</strong>考虑到国际磷铵价格显著高于国内（价差<strong>586-1,173元/吨</strong>），出口政策的任何变化都将直接影响龙头企业的盈利预期。</li>
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<li><strong>储能行业景气度验证：</strong>未来几个季度储能装机量和电池企业排产数据，将是验证需求逻辑的关键。</li>
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<li><strong>磷矿石价格走势：</strong>冬季部分矿山进入休采期，短期供给收缩可能再次推高矿价，强化市场信心。</li>
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</ol>
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<h4>长期发展路径</h4>
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<ol class="list-decimal list-inside space-y-2">
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<li><strong>产业集中度提升（2-3年）：</strong>行业将加速整合，形成<strong>3家</strong>左右具有全球竞争力的寡头格局。</li>
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<li><strong>价值链高端化（3-5年）：</strong>企业将从初级磷矿和磷肥，逐步转向生产高附加值的精细磷化工品（食品级/电子级磷酸）和新能源材料。</li>
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<li><strong>资源战略化（长期）：</strong>随着全球高品位磷矿的消耗，拥有优质磷矿资源的企业将享有类似“稀土”的战略定价权。</li>
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</ol>
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</div>
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<div class="divider my-12 divider-primary"></div>
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<div>
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<h3>4. 产业链与核心公司深度剖析</h3>
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<h4>核心玩家对比</h4>
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<div class="overflow-x-auto">
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<table class="table table-zebra">
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<thead>
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<tr class="text-cyan-200">
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<th>公司</th>
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<th>定位</th>
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<th>核心优势</th>
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<th>逻辑纯度/特点</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td><strong>云天化 (600096)</strong></td>
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<td>领导者-全能型选手</td>
|
||
<td>绝对的规模优势，磷矿储量近<strong>8亿吨</strong>，磷肥产能全球第四，成本优势显著。</td>
|
||
<td>一体化逻辑最完整，行业的“定海神针”，但业务庞杂可能影响股价弹性。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>兴发集团 (600141)</strong></td>
|
||
<td>领导者-精细化专家</td>
|
||
<td>磷矿储量丰富，精细磷产品门类最全，在电子级、食品级磷酸领域技术领先。</td>
|
||
<td>资源禀赋强，在高附加值精细化工领域护城河深厚，是产业升级方向的代表。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>川发龙蟒 (002312)</strong></td>
|
||
<td>追赶者-新能源先锋</td>
|
||
<td>全国最大的工业磷酸一铵企业，直接对接磷酸铁产业链。</td>
|
||
<td>与新能源概念关联度最高，是板块内高弹性的“进攻型”标的。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="divider my-12 divider-primary"></div>
|
||
|
||
<div>
|
||
<h3>5. 潜在风险与挑战</h3>
|
||
<ul class="list-disc list-inside space-y-3">
|
||
<li><strong>技术风险：</strong>固态电池技术路线尚未完全确定和商业化，相关预期可能落空。</li>
|
||
<li><strong>商业化风险：</strong>硫磺等原材料价格波动侵蚀利润；下游磷酸铁行业可能陷入价格战。</li>
|
||
<li><strong>政策与竞争风险：</strong>磷肥出口政策不确定性是短期最大风险；规划中的超5000万吨新增磷矿产能若加速落地，将打破供需平衡。</li>
|
||
<li><strong>信息交叉验证风险：</strong>多个信息源对未来磷矿供给的判断存在矛盾（长期偏紧 vs 巨量规划产能），是投资者需要重点跟踪和厘清的核心问题。</li>
|
||
</ul>
|
||
</div>
|
||
|
||
</section>
|
||
|
||
<!-- Rise Analysis Section -->
|
||
<section class="glass p-6 md:p-10">
|
||
<h2 class="text-3xl font-bold mb-8 text-center header-gradient">涨幅异动深度解析</h2>
|
||
<div class="space-y-6">
|
||
<div class="collapse collapse-plus glass">
|
||
<input type="radio" name="rise-accordion" checked="checked" />
|
||
<div class="collapse-title text-xl font-medium text-cyan-300">
|
||
潞化科技 (600691) - “小而美”弹性标的
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p><strong>核心结论:</strong> 涨停系“磷石膏新政收紧供给”催化磷化工板块暴动，公司20万吨磷酸资产并表后首次被贴上“小而美磷弹性”标签，叠加融资盘提前净买入共振所致。</p>
|
||
<ul class="list-disc list-inside mt-2 text-sm text-slate-400">
|
||
<li><strong>催化剂:</strong> 七部门发布《磷石膏综合利用行动方案》，行业供给预期再收紧。</li>
|
||
<li><strong>公司逻辑:</strong> 收购山西潞化磷化工，拥有20万吨/年工业磷酸产能，直接受益“以渣定产”政策。</li>
|
||
<li><strong>资金面:</strong> 融资盘提前四天净买入402万元，消息落地后杠杆资金点火。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass">
|
||
<input type="radio" name="rise-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-cyan-300">
|
||
清水源 (300437) - 概念炒作龙头
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p><strong>核心结论:</strong> 上涨核心驱动是“磷化工-新能源电池”产业链逻辑引爆的市场概念性炒作。公司因拥有“三氯化磷”产能被市场选中作为领涨龙头。</p>
|
||
<ul class="list-disc list-inside mt-2 text-sm text-slate-400">
|
||
<li><strong>市场故事:</strong> “磷化工→六氟磷酸锂→锂电池”，将公司定位为“锂电上游最弹性标的”。</li>
|
||
<li><strong>风险点:</strong> 公司公告明确主业为水处理剂，三氯化磷主要自用。核心看点“年产2万吨五氯化磷项目”存在<strong>项目终止的风险</strong>，业务实质与概念炒作严重背离。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass">
|
||
<input type="radio" name="rise-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-cyan-300">
|
||
史丹利 (002588) - "沾边"行情跟随者
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p><strong>核心结论:</strong> 上涨源于市场对磷化工-磷酸铁-储能产业链的强烈预期和板块性炒作。公司作为拥有磷酸铁产能规划的化肥企业，被资金合力推动上涨。</p>
|
||
<ul class="list-disc list-inside mt-2 text-sm text-slate-400">
|
||
<li><strong>“沾边”逻辑:</strong> 拥有“5万吨”磷酸铁规划产能，使其具备了“新能源”概念。</li>
|
||
<li><strong>分化原因:</strong> 相比拥有磷矿资源的龙头，其“成色”较浅，上游资源禀赋弱，因此涨幅居前但未能领涨。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
|
||
<!-- Stock Data Section -->
|
||
<section class="p-6 md:p-10">
|
||
<h2 class="text-3xl font-bold mb-8 text-center header-gradient">相关标的梳理</h2>
|
||
|
||
<div class="space-y-12">
|
||
<!-- 磷矿资源 -->
|
||
<div>
|
||
<h3 class="text-2xl font-semibold mb-4 text-cyan-300">上游核心：磷矿资源</h3>
|
||
<div class="overflow-x-auto glass p-4 rounded-2xl">
|
||
<table class="table table-sm">
|
||
<thead>
|
||
<tr class="text-cyan-200">
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑/资源情况</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>川恒股份</td><td><a href="https://valuefrontier.cn/company?scode=002895" target="_blank" class="link link-hover text-violet-300">002895</a></td><td>磷矿石储量53050万吨，年产能1000(在建750)万吨</td></tr>
|
||
<tr><td>兴发集团</td><td><a href="https://valuefrontier.cn/company?scode=600141" target="_blank" class="link link-hover text-violet-300">600141</a></td><td>磷矿石储量42900万吨，年产能415万吨</td></tr>
|
||
<tr><td>云图控股</td><td><a href="https://valuefrontier.cn/company?scode=002539" target="_blank" class="link link-hover text-violet-300">002539</a></td><td>磷矿石储量18000万吨，年产能200万吨</td></tr>
|
||
<tr><td>湖北宜化</td><td><a href="https://valuefrontier.cn/company?scode=000422" target="_blank" class="link link-hover text-violet-300">000422</a></td><td>磷矿石储量13000-15000万吨，年产能30万吨</td></tr>
|
||
<tr><td>川发龙蟒</td><td><a href="https://valuefrontier.cn/company?scode=002312" target="_blank" class="link link-hover text-violet-300">002312</a></td><td>磷矿石储量13718万吨，年产能365万吨</td></tr>
|
||
<tr><td>宏达股份</td><td><a href="https://valuefrontier.cn/company?scode=600331" target="_blank" class="link link-hover text-violet-300">600331</a></td><td>磷矿石储量7700万吨，年产能45万吨</td></tr>
|
||
<tr><td>中迪投资</td><td><a href="https://valuefrontier.cn/company?scode=000609" target="_blank" class="link link-hover text-violet-300">000609</a></td><td>磷矿石储量7673万吨，年产能200万吨</td></tr>
|
||
<tr><td>新洋丰</td><td><a href="https://valuefrontier.cn/company?scode=000902" target="_blank" class="link link-hover text-violet-300">000902</a></td><td>磷矿石储量4684.52万吨，年产能90万吨</td></tr>
|
||
<tr><td>天原股份</td><td><a href="https://valuefrontier.cn/company?scode=002386" target="_blank" class="link link-hover text-violet-300">002386</a></td><td>磷矿石储量3000万吨，年产能90万吨</td></tr>
|
||
<tr><td>金诚信</td><td><a href="https://valuefrontier.cn/company?scode=603979" target="_blank" class="link link-hover text-violet-300">603979</a></td><td>磷矿石储量2133.41万吨，年产能80万吨</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 农业端 -->
|
||
<div>
|
||
<h3 class="text-2xl font-semibold mb-4 text-cyan-300">下游应用：农业端（磷肥 & 农药）</h3>
|
||
<div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
|
||
<div class="overflow-x-auto glass p-4 rounded-2xl">
|
||
<h4 class="font-bold text-lg mb-2 text-violet-300">磷肥</h4>
|
||
<table class="table table-sm">
|
||
<thead><tr class="text-cyan-200"><th>股票名称</th><th>代码</th><th>产能/逻辑</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>云天化</td><td><a href="https://valuefrontier.cn/company?scode=600096" target="_blank" class="link link-hover text-violet-300">600096</a></td><td>磷铵产能515万吨，全国第一</td></tr>
|
||
<tr><td>兴发集团</td><td><a href="https://valuefrontier.cn/company?scode=600141" target="_blank" class="link link-hover text-violet-300">600141</a></td><td>磷铵产能60万吨，精细磷产品龙头</td></tr>
|
||
<tr><td>湖北宜化</td><td><a href="https://valuefrontier.cn/company?scode=000422" target="_blank" class="link link-hover text-violet-300">000422</a></td><td>磷酸二铵产能130万吨</td></tr>
|
||
<tr><td>新洋丰</td><td><a href="https://valuefrontier.cn/company?scode=000902" target="_blank" class="link link-hover text-violet-300">000902</a></td><td>磷酸一铵(非工业级)产能180万吨</td></tr>
|
||
<tr><td>中毅达</td><td><a href="https://valuefrontier.cn/company?scode=600610" target="_blank" class="link link-hover text-violet-300">600610</a></td><td>450万吨磷复肥</td></tr>
|
||
<tr><td>司尔特</td><td><a href="https://valuefrontier.cn/company?scode=002538" target="_blank" class="link link-hover text-violet-300">002538</a></td><td>磷酸一铵产能85万吨</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
<div class="overflow-x-auto glass p-4 rounded-2xl">
|
||
<h4 class="font-bold text-lg mb-2 text-violet-300">草甘膦 (农药)</h4>
|
||
<table class="table table-sm">
|
||
<thead><tr class="text-cyan-200"><th>股票名称</th><th>代码</th><th>产能</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>兴发集团</td><td><a href="https://valuefrontier.cn/company?scode=600141" target="_blank" class="link link-hover text-violet-300">600141</a></td><td>18万吨</td></tr>
|
||
<tr><td>新安股份</td><td><a href="https://valuefrontier.cn/company?scode=600596" target="_blank" class="link link-hover text-violet-300">600596</a></td><td>8万吨</td></tr>
|
||
<tr><td>江山股份</td><td><a href="https://valuefrontier.cn/company?scode=600389" target="_blank" class="link link-hover text-violet-300">600389</a></td><td>22.3万吨</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 工业/新能源端 -->
|
||
<div>
|
||
<h3 class="text-2xl font-semibold mb-4 text-cyan-300">下游应用：工业/新能源端</h3>
|
||
<div class="overflow-x-auto glass p-4 rounded-2xl">
|
||
<table class="table table-sm">
|
||
<thead>
|
||
<tr class="text-cyan-200">
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>产能/逻辑</th>
|
||
<th>赛道</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>川发龙蟒</td><td><a href="https://valuefrontier.cn/company?scode=002312" target="_blank" class="link link-hover text-violet-300">002312</a></td><td>工业级磷酸一铵产能40万吨，全国最大</td><td>磷酸铁</td></tr>
|
||
<tr><td>川恒股份</td><td><a href="https://valuefrontier.cn/company?scode=002895" target="_blank" class="link link-hover text-violet-300">002895</a></td><td>工业级磷酸一铵产能14万吨</td><td>磷酸铁</td></tr>
|
||
<tr><td>云图控股</td><td><a href="https://valuefrontier.cn/company?scode=002539" target="_blank" class="link link-hover text-violet-300">002539</a></td><td>磷酸一铵产能43万吨</td><td>磷酸铁</td></tr>
|
||
<tr><td>六国化工</td><td><a href="https://valuefrontier.cn/company?scode=600470" target="_blank" class="link link-hover text-violet-300">600470</a></td><td>10万吨工业级磷酸一铵</td><td>磷酸铁</td></tr>
|
||
<tr><td>安纳达</td><td><a href="https://valuefrontier.cn/company?scode=002136" target="_blank" class="link link-hover text-violet-300">002136</a></td><td>5万吨磷酸铁</td><td>钛白粉跨界</td></tr>
|
||
<tr><td>中核钛白</td><td><a href="https://valuefrontier.cn/company?scode=002145" target="_blank" class="link link-hover text-violet-300">002145</a></td><td>50万吨磷酸铁</td><td>钛白粉跨界</td></tr>
|
||
<tr><td>龙佰集团</td><td><a href="https://valuefrontier.cn/company?scode=002601" target="_blank" class="link link-hover text-violet-300">002601</a></td><td>规划中</td><td>钛白粉跨界</td></tr>
|
||
<tr><td>鲁北化工</td><td><a href="https://valuefrontier.cn/company?scode=600727" target="_blank" class="link link-hover text-violet-300">600727</a></td><td>集团有磷酸铁产能，主营磷酸二铵</td><td>多元</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
|
||
<!-- Footer -->
|
||
<footer class="footer footer-center p-4 mt-16 text-xs text-gray-500">
|
||
<aside>
|
||
<p>由 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>
|
||
<p>本报告基于公开数据合成，不构成任何投资建议，投资有风险，入市需谨慎。</p>
|
||
<p>Copyright © 2024 - All right reserved</p>
|
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|
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</footer>
|
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