487 lines
34 KiB
HTML
487 lines
34 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>六氟磷酸锂 (LiPF₆) 深度投研报告</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<style>
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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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body {
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font-family: 'Noto Sans SC', sans-serif;
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background-color: #0c0a18;
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background-image:
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radial-gradient(ellipse 20% 40% at 10% 20%, rgba(108, 99, 255, 0.15), transparent),
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radial-gradient(ellipse 30% 50% at 80% 90%, rgba(45, 212, 191, 0.15), transparent),
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radial-gradient(circle at 50% 50%, rgba(20, 10, 40, 0.9), #0c0a18);
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background-attachment: fixed;
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color: #e0e0e0;
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}
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.glass-card {
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background: rgba(20, 20, 40, 0.4);
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backdrop-filter: blur(16px) saturate(180%);
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-webkit-backdrop-filter: blur(16px) saturate(180%);
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border: 1px solid rgba(255, 255, 255, 0.1);
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border-radius: 24px;
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transition: all 0.3s ease;
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box-shadow: 0 8px 32px 0 rgba(0, 0, 0, 0.37);
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}
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.glass-card:hover {
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transform: translateY(-5px);
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box-shadow: 0 12px 40px 0 rgba(108, 99, 255, 0.2);
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border: 1px solid rgba(108, 99, 255, 0.3);
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}
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.bento-grid {
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display: grid;
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gap: 1.5rem;
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grid-template-columns: repeat(12, 1fr);
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}
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.bento-item {
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transition: transform 0.3s ease, box-shadow 0.3s ease;
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}
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.glow-border {
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position: relative;
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}
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.glow-border::before {
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content: '';
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position: absolute;
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top: -2px; left: -2px;
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right: -2px; bottom: -2px;
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background: conic-gradient(from 180deg at 50% 50%, rgba(108, 99, 255, 0.8) 0%, rgba(45, 212, 191, 0.8) 50%, rgba(108, 99, 255, 0.8) 100%);
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filter: blur(20px);
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z-index: -1;
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border-radius: 26px;
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opacity: 0.5;
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}
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.text-glow-purple {
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text-shadow: 0 0 8px rgba(167, 139, 250, 0.6);
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}
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.text-glow-teal {
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text-shadow: 0 0 8px rgba(45, 212, 191, 0.6);
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}
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h2, h3 {
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background: -webkit-linear-gradient(45deg, #a78bfa, #2dd4bf);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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}
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.table th, .table td {
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border-bottom: 1px solid rgba(255, 255, 255, 0.1);
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}
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.table tbody tr:hover {
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background-color: rgba(45, 212, 191, 0.1) !important;
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}
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.collapse-title {
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background: rgba(30, 30, 50, 0.5);
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border: 1px solid rgba(255, 255, 255, 0.1);
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border-radius: 1rem;
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}
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</style>
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</head>
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<body class="min-h-screen p-4 sm:p-8">
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<div class="container mx-auto max-w-7xl">
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<!-- Header -->
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<header class="text-center py-12">
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<h1 class="text-4xl sm:text-6xl font-bold tracking-tight text-glow-purple">六氟磷酸锂 (LiPF₆)</h1>
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<p class="mt-4 text-xl sm:text-2xl text-slate-300">深度投研报告</p>
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</header>
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<!-- Core Insight Section - Bento Grid -->
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<main class="space-y-12">
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<section class="bento-grid">
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<!-- Core Event -->
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<div class="bento-item glass-card glow-border col-span-12 lg:col-span-8 p-6 space-y-4">
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<h2 class="text-2xl font-bold">核心观点：强周期反转，供需错配引爆价格</h2>
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<p class="text-slate-300">六氟磷酸锂概念正处于一轮由供给侧刚性与需求侧爆发共同驱动的<span class="text-teal-400 font-semibold">强劲周期性上行阶段</span>。历经长期亏损后的<span class="text-purple-400">产能深度出清</span>与下游<span class="text-teal-400">储能需求超预期增长</span>形成严重供需错配。由于新增产能建设周期长达12-18个月，本轮景气周期有望延续至2026年上半年，为头部企业带来显著盈利弹性。</p>
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<div class="mt-4">
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<h3 class="font-semibold text-lg mb-2">关键时间轴</h3>
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<ul class="timeline timeline-compact timeline-vertical">
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<li>
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<div class="timeline-start timeline-box bg-slate-700/50">周期底部 (2022-2024年中)</div>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-purple-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm-1.732-2.268a.75.75 0 01-1.06-1.06l2.25-2.25a.75.75 0 011.06 0l2.25 2.25a.75.75 0 11-1.06 1.06L10.5 13.56l-1.232 1.172zM10 6a.75.75 0 01.75.75v5.5a.75.75 0 01-1.5 0v-5.5A.75.75 0 0110 6z" clip-rule="evenodd" /></svg></div>
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<hr class="bg-purple-400/50"/>
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</li>
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<li>
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<hr class="bg-purple-400/50"/>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-teal-300"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm.75-11.25a.75.75 0 00-1.5 0v5.5a.75.75 0 001.5 0v-5.5z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end timeline-box bg-slate-700/50">拐点预期形成 (2024年底-2025年中)</div>
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<hr class="bg-teal-300/50"/>
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</li>
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<li>
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<hr class="bg-teal-300/50"/>
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<div class="timeline-start timeline-box bg-slate-700/50">价格启动上涨 (2025年8-9月)</div>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-teal-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zM9.555 13.56l-1.232-1.172a.75.75 0 011.06-1.06l.722.686 2.25-4.5a.75.75 0 111.342.67l-3 6a.75.75 0 01-1.152-.044z" clip-rule="evenodd" /></svg></div>
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<hr class="bg-teal-400/50"/>
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</li>
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<li>
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<hr class="bg-teal-400/50"/>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-red-500"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zM8.268 7.268a.75.75 0 011.06-1.06l2.25 2.25a.75.75 0 010 1.06l-2.25 2.25a.75.75 0 11-1.06-1.06L9.94 10 8.268 8.318a.75.75 0 010-1.05z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end timeline-box bg-slate-700/50">催化与价格爆发 (2025年10-11月)</div>
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</li>
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</ul>
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</div>
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</div>
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<!-- Core Logic -->
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<div class="bento-item glass-card col-span-12 lg:col-span-4 p-6 space-y-4">
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<h2 class="text-2xl font-bold">核心驱动力</h2>
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<p class="text-slate-300">经典的“供需错配”周期反转</p>
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<div class="space-y-4">
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<div>
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<h3 class="font-semibold text-lg text-purple-400 text-glow-purple">供给端：刚性收缩</h3>
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<ul class="list-disc list-inside text-slate-300 space-y-1 mt-2">
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<li>行业深度洗牌，二三线产能长期停车。</li>
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<li>头部企业CR3产量占比超70%，高度集中。</li>
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<li>2025年无大规模新增产能，供给弹性极低。</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-lg text-teal-400 text-glow-teal">需求端：超预期爆发</h3>
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<ul class="list-disc list-inside text-slate-300 space-y-1 mt-2">
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<li><span class="font-bold">储能需求爆发：</span>前三季度出货量同比增超99%。</li>
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<li><span class="font-bold">动力电池稳增：</span>新能源车销量同比增34%，年末抢装。</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-lg">库存放大器</h3>
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<p class="text-slate-300 mt-2">全行业库存降至历史低位 (1-2周)，放大供需缺口，引发下游恐慌性补库。</p>
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</div>
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</div>
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</div>
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<!-- Price Chart -->
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<div class="bento-item glass-card col-span-12 lg:col-span-12 p-6">
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<h2 class="text-2xl font-bold text-center mb-4">六氟磷酸锂价格走势 (万元/吨)</h2>
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<div id="priceChart" style="width: 100%; height: 400px;"></div>
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</div>
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<!-- Expectation Gap -->
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<div class="bento-item glass-card col-span-12 lg:col-span-6 p-6 space-y-4">
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<h2 class="text-2xl font-bold">市场预期差分析</h2>
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<p class="text-slate-300">市场认知可能存在的三个忽略点：</p>
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<div class="space-y-3">
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<div class="p-4 bg-slate-800/50 rounded-lg border border-purple-500/30">
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<h3 class="font-semibold text-purple-400">1. 对供给恢复弹性的过度乐观</h3>
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<p class="text-sm mt-1">闲置产能重启门槛高（需价格 > 8-10万元/吨）且周期长（6-12个月爬坡），2026年上半年前有效供给增量有限。</p>
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</div>
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<div class="p-4 bg-slate-800/50 rounded-lg border border-teal-500/30">
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<h3 class="font-semibold text-teal-400">2. 对储能需求弹性的低估</h3>
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<p class="text-sm mt-1">储能已成需求增长的核心驱动力，其爆发式增长是拉大供需缺口的关键变量，可能超出了年初的市场普遍预期。</p>
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</div>
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<div class="p-4 bg-slate-800/50 rounded-lg border-slate-500/30">
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<h3 class="font-semibold text-slate-300">3. 对头部企业定价权的认知不足</h3>
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<p class="text-sm mt-1">CR3产量占比超70%，在供给紧张时拥有极强议价能力（惜售、要求现款现货），导致价格上涨的幅度和速度超预期。</p>
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</div>
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</div>
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</div>
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<!-- Catalysts & Path -->
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<div class="bento-item glass-card col-span-12 lg:col-span-6 p-6 space-y-4">
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<h2 class="text-2xl font-bold">未来催化剂与发展路径</h2>
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<div class="space-y-4">
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<div>
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<h3 class="font-semibold text-lg text-teal-400">近期催化剂 (未来3-6个月)</h3>
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<ul class="list-disc list-inside text-slate-300 space-y-1 mt-2">
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<li><span class="font-bold">价格持续上涨：</span>市场看涨情绪浓厚，Q4至26Q1仍有上行空间。</li>
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<li><span class="font-bold">业绩集中兑现：</span>上市公司Q4及26Q1财报将验证利润弹性。</li>
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<li><span class="font-bold">下游排产数据：</span>2026年初电池厂排产计划是关键验证指标。</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-lg text-purple-400">长期发展路径</h3>
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<ul class="steps steps-vertical lg:steps-horizontal w-full">
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<li class="step step-primary">景气高点<br>(当前-26年中)</li>
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<li class="step step-primary">格局缓和<br>(26年中-27年)</li>
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<li class="step">新稳态<br>(27年以后)</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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<!-- Industry Chain -->
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<section class="glass-card p-6">
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<h2 class="text-2xl font-bold text-center mb-6">产业链图谱与核心公司</h2>
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<div class="flex flex-col md:flex-row justify-between items-center space-y-4 md:space-y-0 md:space-x-4">
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<!-- Upstream -->
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<div class="text-center p-4 bg-slate-800/50 rounded-xl w-full md:w-1/3">
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<h3 class="text-lg font-bold text-purple-400">上游：核心原料</h3>
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<p class="text-slate-400 text-sm">碳酸锂、黄磷、氟化锂等</p>
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<div class="mt-2 text-xs font-mono">
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西藏矿业, 澄星股份, 兴发集团
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</div>
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</div>
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<div class="text-4xl text-teal-400 hidden md:block">→</div>
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<div class="text-4xl text-teal-400 md:hidden">↓</div>
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<!-- Midstream -->
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<div class="text-center p-4 bg-teal-900/50 border-2 border-teal-400 rounded-xl w-full md:w-1/3 shadow-lg shadow-teal-500/20">
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<h3 class="text-lg font-bold text-teal-300">中游：六氟磷酸锂生产商</h3>
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<p class="text-slate-400 text-sm">行业核心环节</p>
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<div class="mt-2 text-xs font-mono">
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<span class="font-bold text-white">天赐材料</span>, <span class="font-bold text-white">多氟多</span>, <span class="font-bold text-white">天际股份</span>
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</div>
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</div>
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<div class="text-4xl text-teal-400 hidden md:block">→</div>
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<div class="text-4xl text-teal-400 md:hidden">↓</div>
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<!-- Downstream -->
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<div class="text-center p-4 bg-slate-800/50 rounded-xl w-full md:w-1/3">
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<h3 class="text-lg font-bold text-purple-400">下游：应用</h3>
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<p class="text-slate-400 text-sm">电解液 -> 锂电池 -> 终端</p>
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<div class="mt-2 text-xs font-mono">
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宁德时代, 比亚迪
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</div>
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</div>
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</div>
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</section>
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<!-- Rise Analysis -->
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<section class="glass-card p-6">
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<h2 class="text-2xl font-bold text-center mb-6">近期异动个股深度解析</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="p-4 bg-slate-800/50 rounded-xl border border-slate-700 space-y-2">
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<div class="flex justify-between items-center">
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<h3 class="text-xl font-bold text-teal-300">盛新锂能 (002240)</h3>
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<span class="badge badge-error badge-outline">+10.0%</span>
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</div>
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<p class="text-sm font-semibold">核心逻辑：六氟磷酸锂价格突破现金成本线，叠加碳酸锂期货涨停，形成“锂盐+六氟”双击预期，资金抢筹封板。</p>
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<ul class="text-xs list-disc list-inside space-y-1 text-slate-300">
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<li>公司拥有1.5万吨/年六氟产能，价格过6万元即覆盖现金成本，边际利润弹性大。</li>
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<li>自有2.5万吨LCE锂盐产能，受益于碳酸锂价格上涨，业绩重估。</li>
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<li>六氟产品可用于硫化物固态电池，被市场赋予固态电池材料期权。</li>
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</ul>
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</div>
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<div class="p-4 bg-slate-800/50 rounded-xl border border-slate-700 space-y-2">
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<div class="flex justify-between items-center">
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<h3 class="text-xl font-bold text-teal-300">中欣氟材 (002915)</h3>
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<span class="badge badge-error badge-outline">+6.88%</span>
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</div>
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<p class="text-sm font-semibold">核心逻辑：六氟涨价逻辑向产业链传导，叠加氟化工板块轮动及锂电材料景气度提升，获得资金关注。</p>
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<ul class="text-xs list-disc list-inside space-y-1 text-slate-300">
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<li>行业供需紧平衡强化涨价预期，龙头企业盈利弹性吸引资金配置。</li>
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<li>当日氟化工板块联动拉升，锂电材料链全面活跃形成情绪共振。</li>
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<li>融资资金净买入，显示短期资金认可度提升。</li>
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</ul>
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</div>
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<div class="p-4 bg-slate-800/50 rounded-xl border border-slate-700 space-y-2">
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<div class="flex justify-between items-center">
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<h3 class="text-xl font-bold text-teal-300">新宙邦 (300037)</h3>
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<span class="badge badge-error badge-outline">+6.72%</span>
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</div>
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<p class="text-sm font-semibold">核心逻辑：产能扩张公告成为直接催化剂，叠加六氟价格上涨、固态电池布局及3M退出市场机遇等多重利好共振。</p>
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<ul class="text-xs list-disc list-inside space-y-1 text-slate-300">
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<li>公告2025年底产能将提升至3.6万吨/年，增幅达50%。</li>
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<li>与清华合作开发固态电池电解质，提升估值预期。</li>
|
||
<li>受益于国际巨头3M退出氟化学品市场，有望填补高端市场份额。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="p-4 bg-slate-800/50 rounded-xl border border-slate-700 space-y-2">
|
||
<div class="flex justify-between items-center">
|
||
<h3 class="text-xl font-bold text-teal-300">天域生物 (603717)</h3>
|
||
<span class="badge badge-error badge-outline">+9.99%</span>
|
||
</div>
|
||
<p class="text-sm font-semibold">核心逻辑：资金对公司体内“六氟磷酸锂”资产（青海聚之源）进行价值重估，基本面质变触发涨停。</p>
|
||
<ul class="text-xs list-disc list-inside space-y-1 text-slate-300">
|
||
<li>持股35%的青海聚之源6000吨项目获大厂长单锁价，价格高于现货，锁定未来利润。</li>
|
||
<li>同步布局六氟磷酸钠，具备钠电池材料概念。</li>
|
||
<li>新能源材料投资收益已成为公司主要盈利来源，业绩弹性大。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Supporting Data Section -->
|
||
<section class="glass-card p-6" x-data="{ tab: 'news' }">
|
||
<h2 class="text-2xl font-bold text-center mb-6">深度数据支撑</h2>
|
||
<div class="tabs tabs-boxed justify-center bg-slate-800/50">
|
||
<a class="tab" :class="{ 'tab-active': tab === 'news' }" @click.prevent="tab = 'news'">新闻数据</a>
|
||
<a class="tab" :class="{ 'tab-active': tab === 'roadshow' }" @click.prevent="tab = 'roadshow'">路演纪要</a>
|
||
<a class="tab" :class="{ 'tab-active': tab === 'research' }" @click.prevent="tab = 'research'">券商研报</a>
|
||
</div>
|
||
<div class="mt-6 text-slate-300 space-y-4">
|
||
<div x-show="tab === 'news'">
|
||
<h3 class="text-xl font-semibold mb-4 text-center text-glow-teal">市场价格动态 (按时间倒序)</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-sm">
|
||
<thead><tr><th>日期</th><th>价格区间/主流价 (万元/吨)</th><th>核心动态</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>2025-11-14</td><td>10.8-15 / <span class="text-red-400 font-bold">13.5</span></td><td>主流价格较昨日上涨0.5万，市场逐步递进。</td></tr>
|
||
<tr><td>2025-11-13</td><td>10.8-15 / <span class="text-red-400 font-bold">13.0</span></td><td>呈"一天一价"态势，主流成交价较10月中旬已翻倍。</td></tr>
|
||
<tr><td>2025-11-07</td><td><span class="font-bold">12.15</span></td><td>价格快速拉升。</td></tr>
|
||
<tr><td>2025-10-31</td><td><span class="font-bold">10.75</span></td><td>10月迎来"疯狂"行情。</td></tr>
|
||
<tr><td>2025-10-12</td><td>6.4-7.5</td><td>散单价从节前6万跳涨至节后7+万。</td></tr>
|
||
<tr><td>2025-09-30</td><td><span class="font-bold">6.10</span></td><td>价格稳步回升。</td></tr>
|
||
<tr><td>2024-11-22</td><td><span class="font-bold">5.65</span></td><td>行业毛利由亏转为盈亏平衡。</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
<div x-show="tab === 'roadshow'" x-cloak>
|
||
<h3 class="text-xl font-semibold mb-4 text-center text-glow-teal">市场预期演变 (路演纪要)</h3>
|
||
<ul class="space-y-3">
|
||
<li class="p-3 bg-slate-800/50 rounded-lg"><strong>2025年Q3-Q4：预期乐观，确认反转</strong> - 普遍预测2025年行业将达到供需紧平衡，下半年出现短缺。核心逻辑是需求端（新能源车、储能）的稳健增长与供给端新增产能的停滞。闲置产能重启门槛高，无法快速弥补缺口。</li>
|
||
<li class="p-3 bg-slate-800/50 rounded-lg"><strong>2025年Q1：拐点预期形成</strong> - 预测2025年为供需反转拐点，价格有望回升至8-10万元/吨。头部企业CR3市占率近八成，二线厂商持续亏损。</li>
|
||
<li class="p-3 bg-slate-800/50 rounded-lg"><strong>2024年Q3-Q4：周期底部确认</strong> - 反映行业严重供过于求，价格跌破成本线，中小企业停产，头部企业亏损或微利。行业洗牌正在进行，库存极低。</li>
|
||
</ul>
|
||
</div>
|
||
<div x-show="tab === 'research'" x-cloak>
|
||
<h3 class="text-xl font-semibold mb-4 text-center text-glow-teal">行业深度分析 (券商研报)</h3>
|
||
<ul class="space-y-3">
|
||
<li class="p-3 bg-slate-800/50 rounded-lg"><strong>行业现状：</strong> 价格处于历史底部区域，二三线厂商基本亏损。头部企业放缓新增产能投放节奏，行业集中度有望进一步提升。</li>
|
||
<li class="p-3 bg-slate-800/50 rounded-lg"><strong>价格展望：</strong> 市场价格已阶段性见底，预计稳中有升。随着供需格局改善，价格有望回升，并告别暴涨暴跌，进入平稳发展新阶段。</li>
|
||
<li class="p-3 bg-slate-800/50 rounded-lg"><strong>龙头优势：</strong> 龙头公司凭借规模化优势、自身工艺和成本优化（如多氟多成本领先），有望提升市占率和盈利能力。</li>
|
||
<li class="p-3 bg-slate-800/50 rounded-lg"><strong>风险提示：</strong> 主要风险包括原材料价格上涨、下游需求不及预期、行业竞争加剧以及产能释放进度不及预期。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock List Section -->
|
||
<section class="glass-card p-6">
|
||
<h2 class="text-2xl font-bold text-center mb-6">概念相关上市公司梳理</h2>
|
||
|
||
<!-- LiPF6 Producers -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-teal-300">六氟磷酸锂生产商</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑 / 现有产能 (吨/年)</th>
|
||
<th>信源</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>天赐材料</td><td><a href="https://valuefrontier.cn/company?scode=002709" target="_blank" class="link link-hover text-purple-400">002709</a></td><td>折固约 110,000</td><td>互动</td></tr>
|
||
<tr><td>多氟多</td><td><a href="https://valuefrontier.cn/company?scode=002407" target="_blank" class="link link-hover text-purple-400">002407</a></td><td>65,000</td><td>互动</td></tr>
|
||
<tr><td>天际股份</td><td><a href="https://valuefrontier.cn/company?scode=002759" target="_blank" class="link link-hover text-purple-400">002759</a></td><td>37,000</td><td>互动</td></tr>
|
||
<tr><td>联化科技</td><td><a href="https://valuefrontier.cn/company?scode=002250" target="_blank" class="link link-hover text-purple-400">002250</a></td><td>20,000 (项目建设试生产中)</td><td>半年报</td></tr>
|
||
<tr><td>永太科技</td><td><a href="https://valuefrontier.cn/company?scode=002326" target="_blank" class="link link-hover text-purple-400">002326</a></td><td>17,900</td><td>调研/互动</td></tr>
|
||
<tr><td>宏源药业</td><td><a href="https://valuefrontier.cn/company?scode=301246" target="_blank" class="link link-hover text-purple-400">301246</a></td><td>8,000 (2024年出货1万吨左右)</td><td>公告</td></tr>
|
||
<tr><td>昊华科技</td><td><a href="https://valuefrontier.cn/company?scode=600378" target="_blank" class="link link-hover text-purple-400">600378</a></td><td>8,000</td><td>互动</td></tr>
|
||
<tr><td>深圳新星</td><td><a href="https://valuefrontier.cn/company?scode=603978" target="_blank" class="link link-hover text-purple-400">603978</a></td><td>5,800 (已投产)</td><td>互动</td></tr>
|
||
<tr><td>云天化</td><td><a href="https://valuefrontier.cn/company?scode=600096" target="_blank" class="link link-hover text-purple-400">600096</a></td><td>5,000 (参股公司)</td><td>互动</td></tr>
|
||
<tr><td>杉杉股份</td><td><a href="https://valuefrontier.cn/company?scode=600884" target="_blank" class="link link-hover text-purple-400">600884</a></td><td>2,000</td><td>互动</td></tr>
|
||
<tr><td>石大胜华</td><td><a href="https://valuefrontier.cn/company?scode=603026" target="_blank" class="link link-hover text-purple-400">603026</a></td><td>2,000 (*注意：路演纪要提及3.3万吨液态产能，存在信息差)</td><td>互动</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Raw Material Producers -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-300">核心原料 (黄磷) 生产商</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>现有产能 (吨/年)</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>澄星股份</td><td><a href="https://valuefrontier.cn/company?scode=600078" target="_blank" class="link link-hover text-purple-400">600078</a></td><td>180,000</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-purple-400">600141</a></td><td>约 170,000</td></tr>
|
||
<tr><td>钛能化学</td><td><a href="https://valuefrontier.cn/company?scode=002145" target="_blank" class="link link-hover text-purple-400">002145</a></td><td>120,000 (另拟共建20万吨)</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-purple-400">002539</a></td><td>60,000</td></tr>
|
||
<tr><td>四川路桥</td><td><a href="https://valuefrontier.cn/company?scode=600039" target="_blank" class="link link-hover text-purple-400">600039</a></td><td>60,000 (旗下金川公司)</td></tr>
|
||
<tr><td>云天化</td><td><a href="https://valuefrontier.cn/company?scode=600096" target="_blank" class="link link-hover text-purple-400">600096</a></td><td>30,000</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-purple-400">002386</a></td><td>25,000</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
|
||
<!-- Footer -->
|
||
<footer class="text-center py-8 mt-12">
|
||
<p class="text-sm text-slate-500">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 class="text-xs text-slate-600 mt-2">免责声明：本报告由AI基于公开数据合成，所有内容仅供参考，不构成任何投资建议。投资有风险，入市需谨慎。</p>
|
||
</footer>
|
||
</div>
|
||
|
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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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