626 lines
32 KiB
HTML
626 lines
32 KiB
HTML
|
||
<!DOCTYPE html>
|
||
<html lang="zh-CN">
|
||
<head>
|
||
<meta charset="utf-8" />
|
||
<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
|
||
<title>换电重卡 - 新万亿航道的发令枪</title>
|
||
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
|
||
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@5/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
|
||
<style>
|
||
body {
|
||
font-family: 'Inter', sans-serif;
|
||
background: linear-gradient(135deg, #f5f7fa 0%, #e4e9f2 100%);
|
||
min-height: 100vh;
|
||
}
|
||
.timeline-dot {
|
||
position: relative;
|
||
}
|
||
.timeline-dot::before {
|
||
content: '';
|
||
position: absolute;
|
||
width: 16px;
|
||
height: 16px;
|
||
border-radius: 50%;
|
||
background-color: #3b82f6;
|
||
left: -8px;
|
||
top: 6px;
|
||
z-index: 1;
|
||
}
|
||
.timeline-line {
|
||
position: absolute;
|
||
width: 2px;
|
||
background-color: #d1d5db;
|
||
left: 0;
|
||
top: 0;
|
||
bottom: 0;
|
||
z-index: 0;
|
||
}
|
||
.gradient-text {
|
||
background: linear-gradient(90deg, #3b82f6, #8b5cf6);
|
||
-webkit-background-clip: text;
|
||
background-clip: text;
|
||
color: transparent;
|
||
}
|
||
.card-hover {
|
||
transition: all 0.3s ease;
|
||
}
|
||
.card-hover:hover {
|
||
transform: translateY(-5px);
|
||
box-shadow: 0 10px 25px -5px rgba(0, 0, 0, 0.1), 0 10px 10px -5px rgba(0, 0, 0, 0.04);
|
||
}
|
||
.table-responsive {
|
||
overflow-x: auto;
|
||
}
|
||
@media (max-width: 768px) {
|
||
.timeline-line {
|
||
left: 15px;
|
||
}
|
||
.timeline-dot::before {
|
||
left: 7px;
|
||
}
|
||
}
|
||
</style>
|
||
</head>
|
||
<body>
|
||
<div class="container mx-auto px-4 py-8 max-w-7xl">
|
||
<!-- 标题和简介 -->
|
||
<div class="text-center mb-12">
|
||
<h1 class="text-4xl md:text-5xl font-bold mb-4 gradient-text">换电重卡</h1>
|
||
<p class="text-xl text-gray-600 max-w-3xl mx-auto">新万亿航道的发令枪 - 从政策驱动到经济性验证的关键跃升期</p>
|
||
<div class="mt-6 flex justify-center">
|
||
<div class="w-24 h-1 bg-gradient-to-r from-blue-500 to-purple-500 rounded-full"></div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 概念事件时间线 -->
|
||
<div class="card bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
|
||
<i class="fas fa-timeline mr-3 text-blue-500"></i>概念事件时间线
|
||
</h2>
|
||
<div class="relative pl-8">
|
||
<div class="timeline-line"></div>
|
||
<div class="space-y-6">
|
||
<div class="timeline-dot">
|
||
<div class="bg-blue-50 rounded-lg p-4 border-l-4 border-blue-500">
|
||
<h3 class="font-semibold text-lg text-gray-800">2023年2月</h3>
|
||
<p class="text-gray-600">申万宏源首次提出"换电重卡是新万亿航道的发令枪"，指出电动重卡渗透率突破8%后进入爆发期。</p>
|
||
</div>
|
||
</div>
|
||
<div class="timeline-dot">
|
||
<div class="bg-blue-50 rounded-lg p-4 border-l-4 border-blue-500">
|
||
<h3 class="font-semibold text-lg text-gray-800">2023年8月</h3>
|
||
<p class="text-gray-600">宁德时代发布"骐骥换电"方案，5分钟换电+700公里续航，武汉车谷项目落地。</p>
|
||
</div>
|
||
</div>
|
||
<div class="timeline-dot">
|
||
<div class="bg-blue-50 rounded-lg p-4 border-l-4 border-blue-500">
|
||
<h3 class="font-semibold text-lg text-gray-800">2024年7月</h3>
|
||
<p class="text-gray-600">交通运输部将换电重卡纳入交通强国试点，目标2026年推广<strong>2万辆</strong>。</p>
|
||
</div>
|
||
</div>
|
||
<div class="timeline-dot">
|
||
<div class="bg-blue-50 rounded-lg p-4 border-l-4 border-blue-500">
|
||
<h3 class="font-semibold text-lg text-gray-800">2025年3月</h3>
|
||
<p class="text-gray-600">上海首条重卡充换电干线（临港-太仓）贯通，计划长三角建<strong>30座换电站</strong>、投放<strong>1000辆电动重卡</strong>。</p>
|
||
</div>
|
||
</div>
|
||
<div class="timeline-dot">
|
||
<div class="bg-blue-50 rounded-lg p-4 border-l-4 border-blue-500">
|
||
<h3 class="font-semibold text-lg text-gray-800">2025年5月</h3>
|
||
<p class="text-gray-600">宁德时代董事长曾毓群预测：<strong>2028年电动重卡渗透率将达50%</strong>（2024年仅10%）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心观点摘要 -->
|
||
<div class="card bg-gradient-to-r from-blue-500 to-purple-600 rounded-xl shadow-lg p-6 mb-8 text-white">
|
||
<h2 class="text-2xl font-bold mb-4 flex items-center">
|
||
<i class="fas fa-lightbulb mr-3"></i>核心观点摘要
|
||
</h2>
|
||
<div class="bg-white bg-opacity-20 rounded-lg p-4 backdrop-blur-sm">
|
||
<p class="text-lg">换电重卡已从"政策驱动"进入"经济性验证+基础设施加速"阶段，<strong>2025-2026年是渗透率从10%到30%的关键跃升期</strong>。核心矛盾从"能否跑通"转向"能否规模化盈利"，<strong>换电站运营商和电池标准化</strong>将成为胜负手。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心逻辑与市场认知分析 -->
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-8">
|
||
<div class="card bg-white rounded-xl shadow-lg p-6 card-hover">
|
||
<h3 class="text-xl font-bold mb-4 text-gray-800 flex items-center">
|
||
<i class="fas fa-rocket mr-2 text-green-500"></i>核心驱动力
|
||
</h3>
|
||
<ul class="space-y-3">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
|
||
<div>
|
||
<p class="font-medium">政策强制</p>
|
||
<p class="text-sm text-gray-600">2025年公共领域重卡电动化率需达80%，国四淘汰补贴最高<strong>14万元/辆</strong></p>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
|
||
<div>
|
||
<p class="font-medium">经济性拐点</p>
|
||
<p class="text-sm text-gray-600">换电模式TCO已低于柴油重卡<strong>15-25%</strong>，日均300公里场景下<strong>4年回本</strong></p>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
|
||
<div>
|
||
<p class="font-medium">技术适配</p>
|
||
<p class="text-sm text-gray-600">282kWh电池包成为标准，宁德时代市占率<strong>89%</strong>，换电时间压缩至<strong>3-5分钟</strong></p>
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="card bg-white rounded-xl shadow-lg p-6 card-hover">
|
||
<h3 class="text-xl font-bold mb-4 text-gray-800 flex items-center">
|
||
<i class="fas fa-chart-line mr-2 text-blue-500"></i>市场热度与情绪
|
||
</h3>
|
||
<ul class="space-y-3">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-file-alt text-blue-500 mt-1 mr-2"></i>
|
||
<div>
|
||
<p class="font-medium">研报密度</p>
|
||
<p class="text-sm text-gray-600">2024年12月-2025年7月，<strong>15篇</strong>深度报告聚焦换电重卡，机构调研频次同比增<strong>200%</strong></p>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-balance-scale text-blue-500 mt-1 mr-2"></i>
|
||
<div>
|
||
<p class="font-medium">情绪分化</p>
|
||
<p class="text-sm text-gray-600">乐观派认为2025年销量可达<strong>10万辆</strong>；谨慎派指出干线场景仍受限，渗透率天花板<strong>15-20%</strong></p>
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="card bg-white rounded-xl shadow-lg p-6 card-hover">
|
||
<h3 class="text-xl font-bold mb-4 text-gray-800 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-2 text-yellow-500"></i>预期差分析
|
||
</h3>
|
||
<ul class="space-y-3">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-search text-yellow-500 mt-1 mr-2"></i>
|
||
<div>
|
||
<p class="font-medium">被忽视的关键</p>
|
||
<p class="text-sm text-gray-600">市场过度关注整车销量，但<strong>换电站利用率</strong>才是盈利核心。单站需<strong>日均换电50次</strong>才能IRR＞10%</p>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-road text-yellow-500 mt-1 mr-2"></i>
|
||
<div>
|
||
<p class="font-medium">技术路线误判</p>
|
||
<p class="text-sm text-gray-600">研报普遍预期"底盘换电"将替代"后背式"，但主流车企仍以后背式为主（占比<strong>70%</strong>）</p>
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关键催化剂与未来发展路径 -->
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-8">
|
||
<div class="card bg-white rounded-xl shadow-lg p-6 card-hover">
|
||
<h3 class="text-xl font-bold mb-4 text-gray-800 flex items-center">
|
||
<i class="fas fa-bolt mr-2 text-orange-500"></i>近期催化剂（3-6个月）
|
||
</h3>
|
||
<ol class="space-y-3 list-decimal list-inside">
|
||
<li class="text-gray-700"><strong>2025Q4政策细则</strong>：国四淘汰补贴细则落地，预计拉动<strong>8-10万辆</strong>更新需求</li>
|
||
<li class="text-gray-700"><strong>宁德时代标准电池发布</strong>：75号换电块若成为行业通用标准，将加速第三方换电站兼容</li>
|
||
<li class="text-gray-700"><strong>高速换电走廊验收</strong>：成渝电走廊2025年10月满负荷运营测试，若日均换电＞100次/站，将验证干线场景可行性</li>
|
||
</ol>
|
||
</div>
|
||
|
||
<div class="card bg-white rounded-xl shadow-lg p-6 card-hover">
|
||
<h3 class="text-xl font-bold mb-4 text-gray-800 flex items-center">
|
||
<i class="fas fa-route mr-2 text-purple-500"></i>长期发展路径
|
||
</h3>
|
||
<ul class="space-y-3">
|
||
<li class="flex items-start">
|
||
<span class="bg-purple-100 text-purple-800 text-xs font-semibold px-2.5 py-0.5 rounded mr-2">2025-2026年</span>
|
||
<p class="text-gray-700">封闭场景渗透率<strong>50%+</strong>，换电站从<strong>300座</strong>增至<strong>1500座</strong></p>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="bg-purple-100 text-purple-800 text-xs font-semibold px-2.5 py-0.5 rounded mr-2">2027-2028年</span>
|
||
<p class="text-gray-700">干线网络成型，宁德时代"骐骥"方案覆盖<strong>5大物流通道</strong>，渗透率突破<strong>30%</strong></p>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="bg-purple-100 text-purple-800 text-xs font-semibold px-2.5 py-0.5 rounded mr-2">2029年后</span>
|
||
<p class="text-gray-700">氢燃料与换电并行，换电重卡聚焦<strong>高频短途</strong>（日均500公里内）</p>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司深度剖析 -->
|
||
<div class="card bg-white rounded-xl shadow-lg p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
|
||
<i class="fas fa-sitemap mr-3 text-indigo-500"></i>产业链与核心公司深度剖析
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-semibold mb-3 text-gray-700">产业链图谱</h3>
|
||
<div class="bg-gray-50 rounded-lg p-4 flex flex-wrap justify-center items-center gap-4">
|
||
<div class="bg-blue-100 text-blue-800 px-4 py-2 rounded-lg font-medium">上游：电池（宁德时代、亿纬锂能）</div>
|
||
<i class="fas fa-arrow-right text-gray-400"></i>
|
||
<div class="bg-blue-100 text-blue-800 px-4 py-2 rounded-lg font-medium">换电设备（瀚川智能、法兰泰克）</div>
|
||
<i class="fas fa-arrow-right text-gray-400"></i>
|
||
<div class="bg-green-100 text-green-800 px-4 py-2 rounded-lg font-medium">中游：换电站运营（协鑫能科、国家电投）</div>
|
||
<i class="fas fa-arrow-right text-gray-400"></i>
|
||
<div class="bg-green-100 text-green-800 px-4 py-2 rounded-lg font-medium">整车（中国重汽、三一重工）</div>
|
||
<i class="fas fa-arrow-right text-gray-400"></i>
|
||
<div class="bg-purple-100 text-purple-800 px-4 py-2 rounded-lg font-medium">下游：场景方（港口/钢厂/物流公司）</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-gray-700">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white border border-gray-200">
|
||
<thead>
|
||
<tr class="bg-gray-100">
|
||
<th class="py-2 px-4 border-b text-left font-semibold text-gray-700">公司</th>
|
||
<th class="py-2 px-4 border-b text-left font-semibold text-gray-700">角色</th>
|
||
<th class="py-2 px-4 border-b text-left font-semibold text-gray-700">优势</th>
|
||
<th class="py-2 px-4 border-b text-left font-semibold text-gray-700">风险</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-medium">宁德时代</td>
|
||
<td class="py-2 px-4 border-b">电池+标准制定</td>
|
||
<td class="py-2 px-4 border-b">市占率89%，75号换电块成潜在标准</td>
|
||
<td class="py-2 px-4 border-b">车企抵制标准化（如比亚迪自研）</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-2 px-4 border-b font-medium">协鑫能科</td>
|
||
<td class="py-2 px-4 border-b">换电站运营</td>
|
||
<td class="py-2 px-4 border-b">规划2025年500座站，绑定吉利/重汽</td>
|
||
<td class="py-2 px-4 border-b">单站利用率不足（当前仅20次/日）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-medium">中国重汽</td>
|
||
<td class="py-2 px-4 border-b">整车龙头</td>
|
||
<td class="py-2 px-4 border-b">出口市占率48%，换电车型已公告</td>
|
||
<td class="py-2 px-4 border-b">传统渠道转型慢，氢燃料路线分流</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-2 px-4 border-b font-medium">瀚川智能</td>
|
||
<td class="py-2 px-4 border-b">换电设备</td>
|
||
<td class="py-2 px-4 border-b">绑定宁德时代，订单4亿元（2025Q1）</td>
|
||
<td class="py-2 px-4 border-b">设备价格战（毛利率从25%降至15%）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-yellow-50 border-l-4 border-yellow-400 p-4 rounded">
|
||
<h4 class="font-semibold text-yellow-800 mb-2">验证与证伪</h4>
|
||
<p class="text-sm text-yellow-700"><strong>订单验证</strong>：瀚川智能2025年换电设备订单<strong>4亿元</strong>，但交付周期延长至<strong>8个月</strong>，反映产能瓶颈。</p>
|
||
</div>
|
||
<div class="bg-yellow-50 border-l-4 border-yellow-400 p-4 rounded">
|
||
<h4 class="font-semibold text-yellow-800 mb-2">渗透率矛盾</h4>
|
||
<p class="text-sm text-yellow-700">研报预测2025年换电重卡<strong>10万辆</strong>，但2025年1-5月实际销量仅<strong>6.12万辆</strong>，需关注下半年政策刺激效果。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card bg-white rounded-xl shadow-lg p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
|
||
<i class="fas fa-exclamation-circle mr-3 text-red-500"></i>潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-red-50 rounded-lg p-4">
|
||
<h3 class="text-lg font-semibold mb-3 text-red-800 flex items-center">
|
||
<i class="fas fa-microchip mr-2"></i>技术风险
|
||
</h3>
|
||
<p class="text-red-700"><strong>电池标准化僵局</strong>：宁德时代推282kWh标准，但三一重工坚持<strong>350kWh</strong>大容量，导致换电站需兼容多规格，增加成本。</p>
|
||
</div>
|
||
|
||
<div class="bg-red-50 rounded-lg p-4">
|
||
<h3 class="text-lg font-semibold mb-3 text-red-800 flex items-center">
|
||
<i class="fas fa-chart-line mr-2"></i>商业化风险
|
||
</h3>
|
||
<p class="text-red-700"><strong>换电站盈利模型脆弱</strong>：协鑫能科测算显示，若电价差缩小至<strong>0.1元/度</strong>（当前0.3元/度），单站IRR将跌破<strong>8%</strong>。</p>
|
||
</div>
|
||
|
||
<div class="bg-red-50 rounded-lg p-4">
|
||
<h3 class="text-lg font-semibold mb-3 text-red-800 flex items-center">
|
||
<i class="fas fa-file-contract mr-2"></i>政策风险
|
||
</h3>
|
||
<p class="text-red-700"><strong>补贴退坡</strong>：2026年后国四淘汰补贴退出，可能引发需求断崖（类似2023年新能源客车补贴退坡）。</p>
|
||
</div>
|
||
|
||
<div class="bg-red-50 rounded-lg p-4">
|
||
<h3 class="text-lg font-semibold mb-3 text-red-800 flex items-center">
|
||
<i class="fas fa-info-circle mr-2"></i>信息矛盾
|
||
</h3>
|
||
<p class="text-red-700"><strong>销量数据冲突</strong>：申万预测2025年换电重卡<strong>10万辆</strong>，但第一商用车网统计2025年1-5月仅<strong>6.12万辆</strong>，差异可能源于统计口径。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card bg-gradient-to-r from-green-500 to-teal-600 rounded-xl shadow-lg p-6 mb-8 text-white">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-clipboard-check mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3">阶段判断</h3>
|
||
<div class="bg-white bg-opacity-20 rounded-lg p-4 backdrop-blur-sm">
|
||
<p class="text-lg">换电重卡处于<strong>"基础设施驱动"</strong>向<strong>"盈利验证"</strong>过渡期，类似2019年光伏平价前夕。<strong>2025H2是分水岭</strong>：若换电站利用率普遍突破<strong>40次/日</strong>，行业将进入基本面主升浪。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3">投资方向</h3>
|
||
<ol class="space-y-2 list-decimal list-inside">
|
||
<li><strong>换电站运营商</strong>：协鑫能科（弹性最大，但需跟踪单站盈利）。</li>
|
||
<li><strong>电池标准化受益方</strong>：宁德时代（若75号换电块成为国标）。</li>
|
||
<li><strong>场景绑定型整车</strong>：中国重汽（港口/矿山订单占比高，出口对冲政策风险）。</li>
|
||
</ol>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3">关键跟踪指标</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-tachometer-alt mt-1 mr-2"></i>
|
||
<p><strong>换电站利用率</strong>：重点监测成渝电走廊、福宁干线等示范项目数据。</p>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-battery-half mt-1 mr-2"></i>
|
||
<p><strong>电池成本</strong>：宁德时代磷酸铁锂电池价格能否跌破<strong>0.3元/Wh</strong>（2025年Q2为0.35元/Wh）。</p>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-file-invoice-dollar mt-1 mr-2"></i>
|
||
<p><strong>政策落地</strong>：2025年10月国四淘汰补贴细则的单车补贴金额是否维持<strong>8-14万元</strong>区间。</p>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<div class="card bg-white rounded-xl shadow-lg p-6">
|
||
<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
|
||
<i class="fas fa-table mr-3 text-blue-500"></i>关联股票
|
||
</h2>
|
||
|
||
<div class="table-responsive">
|
||
<table class="min-w-full bg-white border border-gray-200">
|
||
<thead>
|
||
<tr class="bg-gray-100">
|
||
<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">股票名称</th>
|
||
<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">行业</th>
|
||
<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">产品</th>
|
||
<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">项目</th>
|
||
<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">产业链</th>
|
||
<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">相关原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b">汉马科技</td>
|
||
<td class="py-3 px-4 border-b">重卡换电</td>
|
||
<td class="py-3 px-4 border-b">技术产品</td>
|
||
<td class="py-3 px-4 border-b">换电站建设</td>
|
||
<td class="py-3 px-4 border-b">氢燃料电池研发</td>
|
||
<td class="py-3 px-4 border-b">2024年2月20日交通运输部发布换电重卡试点政策，涉及换电站建设与氢燃料电池研发等方向</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b">长春一东</td>
|
||
<td class="py-3 px-4 border-b">重卡换电</td>
|
||
<td class="py-3 px-4 border-b">技术产品</td>
|
||
<td class="py-3 px-4 border-b">换电站建设</td>
|
||
<td class="py-3 px-4 border-b">氢燃料电池研发</td>
|
||
<td class="py-3 px-4 border-b">同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b">动力新科</td>
|
||
<td class="py-3 px-4 border-b">重卡换电</td>
|
||
<td class="py-3 px-4 border-b">技术产品</td>
|
||
<td class="py-3 px-4 border-b">换电站建设</td>
|
||
<td class="py-3 px-4 border-b">氢燃料电池研发</td>
|
||
<td class="py-3 px-4 border-b">同上</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b">豪尔赛</td>
|
||
<td class="py-3 px-4 border-b">重卡换电</td>
|
||
<td class="py-3 px-4 border-b">技术产品</td>
|
||
<td class="py-3 px-4 border-b">换电站建设</td>
|
||
<td class="py-3 px-4 border-b">氢燃料电池研发</td>
|
||
<td class="py-3 px-4 border-b">同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b">协鑫能科</td>
|
||
<td class="py-3 px-4 border-b">重卡换电</td>
|
||
<td class="py-3 px-4 border-b">换电站</td>
|
||
<td class="py-3 px-4 border-b">换电站建设</td>
|
||
<td class="py-3 px-4 border-b">运营示范</td>
|
||
<td class="py-3 px-4 border-b">参与换电站建设与运营示范试点</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b">法兰泰克</td>
|
||
<td class="py-3 px-4 border-b">重卡换电</td>
|
||
<td class="py-3 px-4 border-b">换电站</td>
|
||
<td class="py-3 px-4 border-b">换电站建设</td>
|
||
<td class="py-3 px-4 border-b">运营示范</td>
|
||
<td class="py-3 px-4 border-b">同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b">赛摩智能</td>
|
||
<td class="py-3 px-4 border-b">重卡换电</td>
|
||
<td class="py-3 px-4 border-b">换电站</td>
|
||
<td class="py-3 px-4 border-b">换电站建设</td>
|
||
<td class="py-3 px-4 border-b">运营示范</td>
|
||
<td class="py-3 px-4 border-b">同上</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b">能辉科技</td>
|
||
<td class="py-3 px-4 border-b">重卡换电</td>
|
||
<td class="py-3 px-4 border-b">换电站</td>
|
||
<td class="py-3 px-4 border-b">换电站建设</td>
|
||
<td class="py-3 px-4 border-b">运营示范</td>
|
||
<td class="py-3 px-4 border-b">同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b">瀚川智能</td>
|
||
<td class="py-3 px-4 border-b">重卡换电</td>
|
||
<td class="py-3 px-4 border-b">换电站</td>
|
||
<td class="py-3 px-4 border-b">换电站建设</td>
|
||
<td class="py-3 px-4 border-b">运营示范</td>
|
||
<td class="py-3 px-4 border-b">同上</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b">亚星客车</td>
|
||
<td class="py-3 px-4 border-b">氢能源车</td>
|
||
<td class="py-3 px-4 border-b">客车</td>
|
||
<td class="py-3 px-4 border-b">氢能交通运营</td>
|
||
<td class="py-3 px-4 border-b">城市级绿能交通</td>
|
||
<td class="py-3 px-4 border-b">参与氢燃料电池客车研发及氢能交通体系建设</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b">福田汽车</td>
|
||
<td class="py-3 px-4 border-b">氢能源车</td>
|
||
<td class="py-3 px-4 border-b">客车</td>
|
||
<td class="py-3 px-4 border-b">氢能交通运营</td>
|
||
<td class="py-3 px-4 border-b">城市级绿能交通</td>
|
||
<td class="py-3 px-4 border-b">同上</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b">宇通客车</td>
|
||
<td class="py-3 px-4 border-b">氢能源车</td>
|
||
<td class="py-3 px-4 border-b">客车</td>
|
||
<td class="py-3 px-4 border-b">氢能交通运营</td>
|
||
<td class="py-3 px-4 border-b">城市级绿能交通</td>
|
||
<td class="py-3 px-4 border-b">同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b">中通客车</td>
|
||
<td class="py-3 px-4 border-b">氢能源车</td>
|
||
<td class="py-3 px-4 border-b">客车</td>
|
||
<td class="py-3 px-4 border-b">氢能交通运营</td>
|
||
<td class="py-3 px-4 border-b">城市级绿能交通</td>
|
||
<td class="py-3 px-4 border-b">同上</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b">安凯客车</td>
|
||
<td class="py-3 px-4 border-b">氢能源车</td>
|
||
<td class="py-3 px-4 border-b">客车</td>
|
||
<td class="py-3 px-4 border-b">氢能交通运营</td>
|
||
<td class="py-3 px-4 border-b">城市级绿能交通</td>
|
||
<td class="py-3 px-4 border-b">同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b">美锦能源</td>
|
||
<td class="py-3 px-4 border-b">氢能源车</td>
|
||
<td class="py-3 px-4 border-b">客车</td>
|
||
<td class="py-3 px-4 border-b">氢能交通运营</td>
|
||
<td class="py-3 px-4 border-b">城市级绿能交通</td>
|
||
<td class="py-3 px-4 border-b">同上</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b">中国重汽</td>
|
||
<td class="py-3 px-4 border-b">氢能源车</td>
|
||
<td class="py-3 px-4 border-b">重卡</td>
|
||
<td class="py-3 px-4 border-b">氢能重卡研发</td>
|
||
<td class="py-3 px-4 border-b">氢燃料电池应用</td>
|
||
<td class="py-3 px-4 border-b">参与氢燃料电池重卡研发与应用试点</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b">江铃汽车</td>
|
||
<td class="py-3 px-4 border-b">氢能源车</td>
|
||
<td class="py-3 px-4 border-b">重卡</td>
|
||
<td class="py-3 px-4 border-b">氢能重卡研发</td>
|
||
<td class="py-3 px-4 border-b">氢燃料电池应用</td>
|
||
<td class="py-3 px-4 border-b">同上</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b">东风汽车</td>
|
||
<td class="py-3 px-4 border-b">氢能源车</td>
|
||
<td class="py-3 px-4 border-b">重卡</td>
|
||
<td class="py-3 px-4 border-b">氢能重卡研发</td>
|
||
<td class="py-3 px-4 border-b">氢燃料电池应用</td>
|
||
<td class="py-3 px-4 border-b">同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b">上汽集团</td>
|
||
<td class="py-3 px-4 border-b">氢能源车</td>
|
||
<td class="py-3 px-4 border-b">重卡</td>
|
||
<td class="py-3 px-4 border-b">氢能重卡研发</td>
|
||
<td class="py-3 px-4 border-b">氢燃料电池应用</td>
|
||
<td class="py-3 px-4 border-b">同上</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b">海马汽车</td>
|
||
<td class="py-3 px-4 border-b">氢能源车</td>
|
||
<td class="py-3 px-4 border-b">乘用车</td>
|
||
<td class="py-3 px-4 border-b">氢能乘用车应用</td>
|
||
<td class="py-3 px-4 border-b">绿能交通体系</td>
|
||
<td class="py-3 px-4 border-b">参与氢燃料电池乘用车应用试点</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b">美锦能源</td>
|
||
<td class="py-3 px-4 border-b">氢能源车</td>
|
||
<td class="py-3 px-4 border-b">乘用车</td>
|
||
<td class="py-3 px-4 border-b">氢能乘用车应用</td>
|
||
<td class="py-3 px-4 border-b">绿能交通体系</td>
|
||
<td class="py-3 px-4 border-b">同上</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b">宇通客车</td>
|
||
<td class="py-3 px-4 border-b">氢能源车</td>
|
||
<td class="py-3 px-4 border-b">乘用车</td>
|
||
<td class="py-3 px-4 border-b">氢能乘用车应用</td>
|
||
<td class="py-3 px-4 border-b">绿能交通体系</td>
|
||
<td class="py-3 px-4 border-b">同上</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 页脚 -->
|
||
<div class="mt-12 text-center text-gray-500 text-sm">
|
||
<p>© 2025 换电重卡行业分析报告 | 数据来源：公开资料整理</p>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 添加滚动动画效果
|
||
document.addEventListener('DOMContentLoaded', function() {
|
||
const cards = document.querySelectorAll('.card-hover');
|
||
|
||
const observer = new IntersectionObserver((entries) => {
|
||
entries.forEach(entry => {
|
||
if (entry.isIntersecting) {
|
||
entry.target.style.opacity = 1;
|
||
entry.target.style.transform = 'translateY(0)';
|
||
}
|
||
});
|
||
}, {
|
||
threshold: 0.1
|
||
});
|
||
|
||
cards.forEach(card => {
|
||
card.style.opacity = 0;
|
||
card.style.transform = 'translateY(20px)';
|
||
card.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
|
||
observer.observe(card);
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |