501 lines
38 KiB
HTML
501 lines
38 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 name="viewport" content="width=device-width, initial-scale=1.0">
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<title>深度行研 | 电力产业链</title>
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@import url('https://fonts.googleapis.com/css2?family=Manrope:wght@300;400;500;600;700;800&display=swap');
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body {
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font-family: 'Manrope', 'Noto Sans SC', sans-serif;
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background-color: #0c0a09;
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background-image:
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radial-gradient(at 27% 37%, hsla(215, 98%, 61%, 0.1) 0px, transparent 50%),
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font-size: 2.25rem;
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font-weight: 800;
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border-bottom: 1px solid rgba(255, 255, 255, 0.1);
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margin-bottom: 1.5rem;
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}
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background-color: transparent !important;
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border-color: rgba(255, 255, 255, 0.15) !important;
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}
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.table th {
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color: #94a3b8; /* slate-400 */
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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="max-w-7xl mx-auto space-y-12">
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<!-- Header -->
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<header class="text-center space-y-2">
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<h1 class="text-4xl md:text-5xl font-extrabold tracking-tight" style="background: -webkit-linear-gradient(45deg, #e0e7ff, #ffffff); -webkit-background-clip: text; -webkit-text-fill-color: transparent;">
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深度行研：电力产业链
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</h1>
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<p class="text-sm text-slate-400">
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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。本报告为AI合成数据，投资需谨慎。
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</p>
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</header>
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<!-- Concept Event Card -->
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<section class="glass-card rounded-3xl p-6 md:p-8 glow-border">
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<h2 class="text-2xl font-bold mb-4 text-indigo-300">核心事件：政策、技术与需求的变革共振</h2>
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<div class="space-y-4 text-slate-300">
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<p>电力产业链正经历由“双碳”战略、电力市场化改革及AI算力爆发式需求共同驱动的深刻变革。近期两大催化剂将长期变革推向焦点：</p>
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<div class="grid md:grid-cols-2 gap-4">
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<div class="border-l-4 border-cyan-400 pl-4">
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<h3 class="font-semibold text-cyan-300">电力市场化改革里程碑</h3>
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<p class="text-sm"><strong>南方区域电力市场</strong>于2025年6月28日启动连续结算试运行，成为中国首个可实现每日不间断、跨省区“自由交易”的市场。覆盖五省区、<strong class="text-white">22万</strong>市场主体，日交易规模达<strong class="text-white">38亿度</strong>，标志着全国统一电力市场建设取得关键成果，电力商品属性向市场化回归。</p>
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</div>
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<div class="border-l-4 border-fuchsia-400 pl-4">
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<h3 class="font-semibold text-fuchsia-300">AI算力引发颠覆性需求</h3>
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<p class="text-sm">AI大模型与数据中心建设加速，其巨大能耗成为新焦点。IDC建设中电力系统成本占比超<strong class="text-white">50%</strong>，单机柜功耗将达<strong class="text-white">兆瓦级</strong>。市场普遍预期，国内可能从<strong class="text-white">2026年</strong>起因高功耗芯片上线进入电力紧张阶段，为产业链带来全新的指数级增长空间。</p>
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</div>
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</div>
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</div>
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</section>
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<!-- Core View & Data Sources -->
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<section x-data="{ tab: 'insight' }">
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<div class="tabs tabs-boxed bg-slate-900/50 border border-white/10 mb-6">
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<a class="tab tab-lg" :class="{ 'tab-active bg-indigo-600 text-white': tab === 'insight' }" @click.prevent="tab = 'insight'">核心观点</a>
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<a class="tab tab-lg" :class="{ 'tab-active bg-indigo-600 text-white': tab === 'news' }" @click.prevent="tab = 'news'">新闻速览</a>
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<a class="tab tab-lg" :class="{ 'tab-active bg-indigo-600 text-white': tab === 'roadshow' }" @click.prevent="tab = 'roadshow'">路演纪要</a>
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<a class="tab tab-lg" :class="{ 'tab-active bg-indigo-600 text-white': tab === 'report' }" @click.prevent="tab = 'report'">研报精粹</a>
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</div>
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<div x-show="tab === 'insight'">
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<div class="glass-card rounded-3xl p-6 md:p-8">
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<h2 class="text-xl font-bold mb-4 text-slate-100">核心观点摘要</h2>
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<p class="text-slate-300 leading-relaxed">电力产业链正在经历一场从传统周期性行业向兼具<strong class="text-cyan-300">“公用事业属性”</strong>和<strong class="text-fuchsia-300">“科技成长属性”</strong>的价值重估。其核心已从单一经济增长转变为<strong class="text-white">政策驱动的“新型电力系统”建设</strong>与<strong class="text-white">AI技术驱动的“颠覆性电力需求”</strong>的双轮驱动。当前，行业正处于基本面改善（成本下降、电价机制改革）与长期成长逻辑（AI+新能源）共振的黄金阶段，投资价值从单一发电环节向电网设备、储能、智能化软件等全产业链扩散。</p>
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</div>
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</div>
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<div x-show="tab === 'news'" x-cloak>
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<div class="glass-card rounded-3xl p-6 md:p-8 text-slate-300 space-y-3">
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<h3 class="text-xl font-bold text-slate-100 mb-2">新闻速览：政策与市场动态</h3>
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<p>• <strong class="text-cyan-300">市场改革：</strong>南方区域电力市场启动连续结算，标志电力市场化迈入“自由交易”新纪元，新能源价值重构。</p>
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<p>• <strong class="text-green-300">绿电交易：</strong>南方电网一季度绿电绿证交易规模达1289亿千瓦时，同比爆发式增长，环境溢价逐步体现。</p>
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<p>• <strong class="text-yellow-300">火电定位：</strong>受益煤价下跌，火电业绩改善，“压舱石”角色不变，容量电价机制平滑周期波动。</p>
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<p>• <strong class="text-red-300">用电高峰：</strong>夏季高温致全国电力负荷屡创新高，7月4日达14.65亿千瓦，局部区域供需偏紧。</p>
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<p>• <strong class="text-purple-300">前沿技术：</strong>“RWA电力资产数字化”概念落地，为电力资产注入新变量，有望催生产业链新机遇。</p>
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</div>
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</div>
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<div x-show="tab === 'roadshow'" x-cloak>
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<div class="glass-card rounded-3xl p-6 md:p-8 text-slate-300 space-y-3">
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<h3 class="text-xl font-bold text-slate-100 mb-2">路演纪要：产业一线观察</h3>
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<p>• <strong class="text-yellow-300">火电价值重估：</strong>角色转向“基荷+调峰”，盈利与煤价关联度降低。容量电价补偿比例预计从23%提升至2026年的50%以上。</p>
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<p>• <strong class="text-blue-300">核电高确定性增长：</strong>2022年起年均核准10+台机组，建设优先级最高（核电 > 抽蓄 > 火电）。</p>
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<p>• <strong class="text-fuchsia-300">AI算力需求：</strong>国内预计2026年起进入电力紧张阶段，IDC电力系统成本占比超50%，将引爆UPS、变压器、BBU等设备需求。</p>
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<p>• <strong class="text-orange-300">电网升级：</strong>特高压建设解决东西部供需错配，智能电表2024年迎替换高峰。</p>
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</div>
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</div>
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<div x-show="tab === 'report'" x-cloak>
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<div class="glass-card rounded-3xl p-6 md:p-8 text-slate-300 space-y-3">
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<h3 class="text-xl font-bold text-slate-100 mb-2">研报精粹：结构性分析</h3>
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<p>• <strong class="text-green-300">结构性拐点：</strong>2023年非化石能源发电装机（占比53.9%）首次超过火电，2024年风光合计装机将超煤电。</p>
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<p>• <strong class="text-teal-300">储能高速增长：</strong>2024年1-9月储能电池销量160.3GWh，同比增长148.7%，以磷酸铁锂路线为主。</p>
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<p>• <strong class="text-orange-300">智能电网放量：</strong>国网2024年首批智能电表招标量同比大增81.15%，技术升级推动均价提升。</p>
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<p>• <strong class="text-indigo-300">市场化交易：</strong>2023年市场交易电量占全社会用电量比重达61.4%，全国统一电力市场加速建设。</p>
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</div>
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</div>
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</section>
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<!-- Bento Grid for Core Logic and Charts -->
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<section class="grid grid-cols-1 lg:grid-cols-3 gap-6">
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<!-- Core Drivers -->
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<div class="lg:col-span-2 glass-card rounded-3xl p-6 md:p-8">
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<h2 class="text-xl font-bold mb-4 text-slate-100">核心驱动力：双轮驱动下的价值重构</h2>
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<div class="space-y-6">
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<div>
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<h3 class="font-semibold text-cyan-300 flex items-center gap-2">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5" viewBox="0 0 20 20" fill="currentColor"><path fill-rule="evenodd" d="M11.49 3.17c-.38-1.56-2.6-1.56-2.98 0L7.18 7.98c-.19.78-.89 1.32-1.7 1.32H2.5c-1.66 0-2.34 2.16-1.06 3.21l3.7 3.17c.64.55.94 1.45.72 2.25l-1.4 5.3c-.54 2.07 1.74 3.73 3.55 2.59l4.4-2.82c.7-.45 1.63-.45 2.33 0l4.4 2.82c1.8 1.14 4.09-.52 3.55-2.59l-1.4-5.3c-.22-.8.08-1.7.72-2.25l3.7-3.17c1.28-1.05.6-3.21-1.06-3.21h-2.98c-.81 0-1.51-.54-1.7-1.32L11.49 3.17z" clip-rule="evenodd" /></svg>
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政策驱动的内部价值重构 (Internal Restructuring)
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</h3>
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<p class="text-sm text-slate-300 mt-2">为消纳新能源，“新型电力系统”建设通过市场化手段重定义各类电源价值：</p>
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<ul class="list-disc list-inside text-sm text-slate-400 mt-2 space-y-1">
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<li><strong class="text-slate-300">火电：</strong>容量电价机制使其盈利与煤价脱钩，转向类公用事业，估值修复。</li>
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<li><strong class="text-slate-300">绿电：</strong>绿证、绿电市场化交易使其“环境溢价”得以体现，增厚收益。</li>
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<li><strong class="text-slate-300">电网：</strong>投资加大，向智能化、数字化升级，以适应“源荷随机”特性。</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-fuchsia-300 flex items-center gap-2">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5" viewBox="0 0 20 20" fill="currentColor"><path d="M10.894 2.553a1 1 0 00-1.788 0l-7 14a1 1 0 001.169 1.409l5-1.429A1 1 0 009 15.571V11a1 1 0 112 0v4.571a1 1 0 00.725.962l5 1.428a1 1 0 001.17-1.408l-7-14z" /></svg>
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AI驱动的外部需求爆发 (External Shock)
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</h3>
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<p class="text-sm text-slate-300 mt-2">AI算力创造了独立于宏观经济的指数级电力需求增长曲线，彻底打开行业天花板，赋予电力科技股的成长叙事。需求将从算力本身传导至电网设备、储能及电力交易软件等环节。</p>
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</div>
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</div>
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</div>
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<!-- Charts -->
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<div class="space-y-6">
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<div class="glass-card rounded-3xl p-6 h-full flex flex-col">
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<h3 class="font-semibold text-slate-200 mb-2">发电装机结构拐点 (2023)</h3>
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<div id="generationMixChart" class="flex-grow min-h-[250px]"></div>
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</div>
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</div>
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<div class="lg:col-span-3 glass-card rounded-3xl p-6 md:p-8">
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<h2 class="text-xl font-bold mb-4 text-slate-100">预期差分析：市场认知与深层逻辑</h2>
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<dl class="grid md:grid-cols-3 gap-6 text-sm">
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<div>
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<dt class="font-semibold text-indigo-300">火电价值重估深度</dt>
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<dd class="text-slate-400 mt-1">市场普遍认知停留在“煤价下跌利好”，但核心预期差在于<strong class="text-white">容量电价机制正从根本上改变其商业模式</strong>，低估了其转向稳定现金流、高股息资产后对长线资金的吸引力。</dd>
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</div>
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<div>
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<dt class="font-semibold text-indigo-300">AI电力需求的紧迫性</dt>
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<dd class="text-slate-400 mt-1">市场对宏大叙事已形成共识，但对<strong class="text-white">2026年起的电力紧张窗口期</strong>认知模糊。最先受益的将是电网设备(尤其海外)、配电设备、智能电表和储能，而非算力本身。</dd>
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</div>
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<div>
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<dt class="font-semibold text-indigo-300">电力市场化改革的深远影响</dt>
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<dd class="text-slate-400 mt-1">市场多停留在“事件驱动”，但其深远影响在于<strong class="text-white">“电力资产的金融化与数字化”</strong>。具备数据处理和交易算法能力的公司（如朗新集团）将获得新增长点，尚未被市场充分认知。</dd>
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</div>
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</dl>
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</div>
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</section>
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<!-- Catalysts & Future Path -->
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<section class="glass-card rounded-3xl p-6 md:p-8">
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<h2 class="section-title">关键催化剂与发展路径</h2>
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<div class="grid md:grid-cols-2 gap-8">
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<div>
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<h3 class="text-lg font-semibold text-rose-300 mb-3">近期催化剂 (3-6个月)</h3>
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<ul class="space-y-3 text-slate-300">
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<li class="flex items-start">
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<span class="text-rose-400 mr-3 mt-1">◆</span>
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<span><strong class="text-white">政策落地：</strong>更多省份容量电价细则出台，验证火电盈利稳定性。</span>
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</li>
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<li class="flex items-start">
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<span class="text-rose-400 mr-3 mt-1">◆</span>
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<span><strong class="text-white">供需验证：</strong>迎峰度冬的电力供需形势将再次考验电力系统，强化保供价值。</span>
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</li>
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<li class="flex items-start">
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<span class="text-rose-400 mr-3 mt-1">◆</span>
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<span><strong class="text-white">业绩兑现：</strong>电力企业三季报将是对“煤价下跌+用电量增长”逻辑的直接验证。</span>
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</li>
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<li class="flex items-start">
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<span class="text-rose-400 mr-3 mt-1">◆</span>
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<span><strong class="text-white">项目审批：</strong>国家级AI算力中心项目审批，将需求转化为明确订单。</span>
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</li>
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||
</ul>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-sky-300 mb-3">长期发展路径 (三步走)</h3>
|
||
<ul class="space-y-3 text-slate-300">
|
||
<li class="flex items-start">
|
||
<span class="text-sky-400 mr-3 mt-1">1.</span>
|
||
<span><strong class="text-white">当前至2030年 (加速转型期)：</strong>投资重点在<strong class="text-sky-200">电网侧</strong>（特高压、智能化）和<strong class="text-sky-200">灵活性资源</strong>（储能、火电改造）。设备商和储能产业链率先受益。</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-sky-400 mr-3 mt-1">2.</span>
|
||
<span><strong class="text-white">2030年至2045年 (总体形成期)：</strong>新能源成主体电源，“源网荷储”一体化成常态。掌握<strong class="text-sky-200">虚拟电厂、能源算法、交易软件</strong>的公司迎来爆发。</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-sky-400 mr-3 mt-1">3.</span>
|
||
<span><strong class="text-white">2045年至2060年 (巩固完善期)：</strong>新型电力系统全面建成，<strong class="text-sky-200">氢能</strong>等前沿技术扮演重要角色，产业链进入成熟运营阶段。</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Industry Chain Map -->
|
||
<section class="glass-card rounded-3xl p-6 md:p-8">
|
||
<h2 class="section-title">产业链图谱与核心公司</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6 text-sm">
|
||
<!-- Upstream -->
|
||
<div class="space-y-4">
|
||
<h3 class="text-lg font-bold text-green-300 border-b border-green-300/20 pb-2">上游：发电端</h3>
|
||
<div class="space-y-2">
|
||
<p class="font-semibold text-slate-200">火电 (价值重估)</p>
|
||
<p class="text-slate-400">华能国际, 国电电力, 粤电力A</p>
|
||
</div>
|
||
<div class="space-y-2">
|
||
<p class="font-semibold text-slate-200">水电 (稳定红利)</p>
|
||
<p class="text-slate-400">长江电力, 川投能源</p>
|
||
</div>
|
||
<div class="space-y-2">
|
||
<p class="font-semibold text-slate-200">核电 (成长+稳定)</p>
|
||
<p class="text-slate-400">中国核电, 中国广核</p>
|
||
</div>
|
||
<div class="space-y-2">
|
||
<p class="font-semibold text-slate-200">风光绿电 (装机增长+价值发现)</p>
|
||
<p class="text-slate-400">龙源电力, 三峡能源</p>
|
||
</div>
|
||
</div>
|
||
<!-- Midstream -->
|
||
<div class="space-y-4">
|
||
<h3 class="text-lg font-bold text-yellow-300 border-b border-yellow-300/20 pb-2">中游：输配电 & 储能</h3>
|
||
<div class="space-y-2">
|
||
<p class="font-semibold text-slate-200">输配电设备 (受益投资)</p>
|
||
<p class="text-slate-400">神马电力, 海兴电力, 泓淋电力, 涪陵电力</p>
|
||
</div>
|
||
<div class="space-y-2">
|
||
<p class="font-semibold text-slate-200">储能 (灵活性核心)</p>
|
||
<p class="text-slate-400">比亚迪, 宁德时代, 阳光电源</p>
|
||
</div>
|
||
<div class="space-y-2">
|
||
<p class="font-semibold text-slate-200">智能化软硬件</p>
|
||
<p class="text-slate-400">朗新集团, 国能日新, 东方电子</p>
|
||
</div>
|
||
</div>
|
||
<!-- Downstream -->
|
||
<div class="space-y-4">
|
||
<h3 class="text-lg font-bold text-blue-300 border-b border-blue-300/20 pb-2">下游：用电端</h3>
|
||
<div class="space-y-2">
|
||
<p class="font-semibold text-slate-200">传统用户</p>
|
||
<p class="text-slate-400">工业, 居民</p>
|
||
</div>
|
||
<div class="space-y-2">
|
||
<p class="font-semibold text-slate-200">新兴用户</p>
|
||
<p class="text-slate-400">数据中心(AI), 新能源汽车充电桩(特锐德)</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Conclusion & Investment Insights -->
|
||
<section class="grid grid-cols-1 lg:grid-cols-2 gap-6">
|
||
<div class="glass-card rounded-3xl p-6 md:p-8">
|
||
<h2 class="text-xl font-bold mb-4 text-slate-100">综合结论与投资启示</h2>
|
||
<p class="text-slate-300 mb-4">电力产业链已明确进入<strong class="text-white">基本面驱动的新增长阶段</strong>。短期看，火电板块的盈利修复和价值重估是确定性最高的投资主线；中长期看，AI带来的电力需求增量和新型电力系统建设将为<strong class="text-white">电网设备、储能、核电及智能化解决方案</strong>等环节提供持续的成长动力。</p>
|
||
<h3 class="font-semibold text-amber-300 mt-6 mb-2">最具投资价值的细分环节：</h3>
|
||
<ul class="list-decimal list-inside text-slate-400 space-y-1 text-sm">
|
||
<li><strong class="text-slate-200">火电板块：</strong>盈利修复(EPS↑)与估值切换(PE↑)的“戴维斯双击”逻辑，高股息、低估值具备强配置价值。</li>
|
||
<li><strong class="text-slate-200">电网设备 (出海能力)：</strong>承接全球AI算力竞赛红利最直接的环节，分享海内外市场爆发蛋糕。</li>
|
||
<li><strong class="text-slate-200">核电板块：</strong>成长确定性最高的电源类型，装机和发电量增长近乎“明牌”，长线资金优质选择。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="glass-card rounded-3xl p-6 md:p-8">
|
||
<h2 class="text-xl font-bold mb-4 text-slate-100">潜在风险与跟踪指标</h2>
|
||
<div class="space-y-4">
|
||
<div>
|
||
<h3 class="font-semibold text-red-400 mb-1">潜在风险与挑战</h3>
|
||
<ul class="text-sm text-slate-400 list-disc list-inside space-y-1">
|
||
<li><strong class="text-red-300">政策风险：</strong>电力市场化改革推进不及预期，容量电价补偿力度、现货市场价格限制等。</li>
|
||
<li><strong class="text-red-300">成本风险：</strong>燃料成本（煤价）再度上涨将侵蚀火电利润。</li>
|
||
<li><strong class="text-red-300">需求风险：</strong>AI技术发展或数据中心建设速度不及预期，高估值面临回调。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-semibold text-teal-400 mb-1">需重点跟踪的关键指标</h3>
|
||
<ul class="text-sm text-slate-400 list-disc list-inside space-y-1">
|
||
<li><strong class="text-teal-300">成本端：</strong>环渤海动力煤价格指数。</li>
|
||
<li><strong class="text-teal-300">需求端：</strong>全社会用电量月度增速，头部科技公司资本开支计划。</li>
|
||
<li><strong class="text-teal-300">政策端：</strong>能源局、发改委关于电价、储能的最新文件。</li>
|
||
<li><strong class="text-teal-300">企业端：</strong>两大电网招标规模，上市公司发电量、上网电价。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock List -->
|
||
<section class="space-y-8">
|
||
<h2 class="section-title">相关上市公司梳理</h2>
|
||
|
||
<!-- Rise Analysis -->
|
||
<div>
|
||
<h3 class="text-xl font-bold text-slate-200 mb-4">近期涨幅异动分析</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-4">
|
||
<div class="glass-card rounded-2xl p-4" x-data="{ expanded: false }">
|
||
<div class="flex justify-between items-center">
|
||
<div class="font-bold text-lg text-white">泓淋电力 (301439)</div>
|
||
<div class="badge badge-accent">+11.62%</div>
|
||
</div>
|
||
<p class="text-xs text-slate-400">2025-06-27</p>
|
||
<p class="text-sm mt-2 text-slate-300">核心逻辑：受益电网设备板块走强，并通过子公司布局<strong class="text-cyan-300">高速铜缆</strong>业务，切入AI数据中心产业链，契合“AI+电力”市场热点。</p>
|
||
</div>
|
||
<div class="glass-card rounded-2xl p-4" x-data="{ expanded: false }">
|
||
<div class="flex justify-between items-center">
|
||
<div class="font-bold text-lg text-white">海兴电力 (603556)</div>
|
||
<div class="badge badge-accent">+6.16%</div>
|
||
</div>
|
||
<p class="text-xs text-slate-400">2025-11-05</p>
|
||
<p class="text-sm mt-2 text-slate-300">核心逻辑：<strong class="text-cyan-300">“智能电网+海外布局”</strong>龙头，完美契合全球AI电力紧张&电网升级的宏大叙事。公司回购彰显信心。</p>
|
||
</div>
|
||
<div class="glass-card rounded-2xl p-4" x-data="{ expanded: false }">
|
||
<div class="flex justify-between items-center">
|
||
<div class="font-bold text-lg text-white">华银电力 (600744)</div>
|
||
<div class="badge badge-accent">+6.88%</div>
|
||
</div>
|
||
<p class="text-xs text-slate-400">2025-07-14</p>
|
||
<p class="text-sm mt-2 text-slate-300">核心逻辑：<strong class="text-yellow-300">中报业绩预增超预期</strong>，叠加高温天气刺激用电需求和煤价下行，基本面与季节性因素共振。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Stock Table -->
|
||
<div class="glass-card rounded-3xl p-2 sm:p-4 overflow-x-auto">
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-sm sm:table-md">
|
||
<thead>
|
||
<tr>
|
||
<th>类型</th>
|
||
<th>股票名称</th>
|
||
<th>标签</th>
|
||
<th>股票代码</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- 火电 -->
|
||
<tr class="hover"><td rowspan="5" class="font-bold text-yellow-300 align-top">火电<br>(装机量前五)</td><td>华能国际</td><td></td><td><a href="https://valuefrontier.cn/company?scode=600011" target="_blank" class="link link-hover">600011</a></td></tr>
|
||
<tr class="hover"><td>华电国际</td><td></td><td><a href="https://valuefrontier.cn/company?scode=600027" target="_blank" class="link link-hover">600027</a></td></tr>
|
||
<tr class="hover"><td>大唐发电</td><td></td><td><a href="https://valuefrontier.cn/company?scode=601991" target="_blank" class="link link-hover">601991</a></td></tr>
|
||
<tr class="hover"><td>浙能电力</td><td></td><td><a href="https://valuefrontier.cn/company?scode=600023" target="_blank" class="link link-hover">600023</a></td></tr>
|
||
<tr class="hover"><td>国电电力</td><td></td><td><a href="https://valuefrontier.cn/company?scode=600795" target="_blank" class="link link-hover">600795</a></td></tr>
|
||
<tr class="hover"><td rowspan="7" class="font-bold text-yellow-300 align-top">火电<br>(煤电一体化)</td><td>内蒙华电</td><td></td><td><a href="https://valuefrontier.cn/company?scode=600863" target="_blank" class="link link-hover">600863</a></td></tr>
|
||
<tr class="hover"><td>陕西能源</td><td></td><td><a href="https://valuefrontier.cn/company?scode=001286" target="_blank" class="link link-hover">001286</a></td></tr>
|
||
<tr class="hover"><td>永泰能源</td><td></td><td><a href="https://valuefrontier.cn/company?scode=600157" target="_blank" class="link link-hover">600157</a></td></tr>
|
||
<tr class="hover"><td>豫能控股</td><td></td><td><a href="https://valuefrontier.cn/company?scode=001896" target="_blank" class="link link-hover">001896</a></td></tr>
|
||
<tr class="hover"><td>广州发展</td><td></td><td><a href="https://valuefrontier.cn/company?scode=600098" target="_blank" class="link link-hover">600098</a></td></tr>
|
||
<tr class="hover"><td>苏能股份</td><td></td><td><a href="https://valuefrontier.cn/company?scode=600925" target="_blank" class="link link-hover">600925</a></td></tr>
|
||
<tr class="hover"><td>华电能源</td><td></td><td><a href="https://valuefrontier.cn/company?scode=600726" target="_blank" class="link link-hover">600726</a></td></tr>
|
||
<!-- 水电 -->
|
||
<tr class="hover"><td rowspan="5" class="font-bold text-blue-300 align-top">水电<br>(装机量前五)</td><td>长江电力</td><td></td><td><a href="https://valuefrontier.cn/company?scode=600900" target="_blank" class="link link-hover">600900</a></td></tr>
|
||
<tr class="hover"><td>川投能源</td><td></td><td><a href="https://valuefrontier.cn/company?scode=600674" target="_blank" class="link link-hover">600674</a></td></tr>
|
||
<tr class="hover"><td>华能水电</td><td></td><td><a href="https://valuefrontier.cn/company?scode=600025" target="_blank" class="link link-hover">600025</a></td></tr>
|
||
<tr class="hover"><td>国投电力</td><td></td><td><a href="https://valuefrontier.cn/company?scode=600886" target="_blank" class="link link-hover">600886</a></td></tr>
|
||
<tr class="hover"><td>桂冠电力</td><td></td><td><a href="https://valuefrontier.cn/company?scode=600236" target="_blank" class="link link-hover">600236</a></td></tr>
|
||
<!-- 风电 -->
|
||
<tr class="hover"><td rowspan="5" class="font-bold text-teal-300 align-top">风电<br>(装机量前五)</td><td>龙源电力</td><td></td><td><a href="https://valuefrontier.cn/company?scode=001289" target="_blank" class="link link-hover">001289</a></td></tr>
|
||
<tr class="hover"><td>三峡能源</td><td></td><td><a href="https://valuefrontier.cn/company?scode=600905" target="_blank" class="link link-hover">600905</a></td></tr>
|
||
<tr class="hover"><td>华能国际</td><td></td><td><a href="https://valuefrontier.cn/company?scode=600011" target="_blank" class="link link-hover">600011</a></td></tr>
|
||
<tr class="hover"><td>金风科技</td><td></td><td><a href="https://valuefrontier.cn/company?scode=002202" target="_blank" class="link link-hover">002202</a></td></tr>
|
||
<tr class="hover"><td>新天绿能</td><td></td><td><a href="https://valuefrontier.cn/company?scode=600956" target="_blank" class="link link-hover">600956</a></td></tr>
|
||
<!-- 光伏 -->
|
||
<tr class="hover"><td rowspan="5" class="font-bold text-orange-300 align-top">光伏<br>(装机量前五)</td><td>三峡能源</td><td></td><td><a href="https://valuefrontier.cn/company?scode=600905" target="_blank" class="link link-hover">600905</a></td></tr>
|
||
<tr class="hover"><td>正泰电器</td><td></td><td><a href="https://valuefrontier.cn/company?scode=601877" target="_blank" class="link link-hover">601877</a></td></tr>
|
||
<tr class="hover"><td>太阳能</td><td></td><td><a href="https://valuefrontier.cn/company?scode=000591" target="_blank" class="link link-hover">000591</a></td></tr>
|
||
<tr class="hover"><td>吉电股份</td><td></td><td><a href="https://valuefrontier.cn/company?scode=000875" target="_blank" class="link link-hover">000875</a></td></tr>
|
||
<tr class="hover"><td>上海电力</td><td></td><td><a href="https://valuefrontier.cn/company?scode=600021" target="_blank" class="link link-hover">600021</a></td></tr>
|
||
<!-- 核电 -->
|
||
<tr class="hover"><td rowspan="2" class="font-bold text-fuchsia-300 align-top">核电<br>(运营)</td><td>中国广核</td><td></td><td><a href="https://valuefrontier.cn/company?scode=003816" target="_blank" class="link link-hover">003816</a></td></tr>
|
||
<tr class="hover"><td>中国核电</td><td></td><td><a href="https://valuefrontier.cn/company?scode=601985" target="_blank" class="link link-hover">601985</a></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
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};
|
||
generationMixChart.setOption(option);
|
||
|
||
// Resize charts on window resize
|
||
window.addEventListener('resize', function() {
|
||
generationMixChart.resize();
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |