1669 lines
116 KiB
HTML
1669 lines
116 KiB
HTML
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<title>雅下水电工程 - 行业洞察与投资分析</title>
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.table-container::-webkit-scrollbar-track {
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.table-container::-webkit-scrollbar-thumb {
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<body>
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<div class="water-bg"></div>
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- Header -->
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<header class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold gradient-text mb-4">雅下水电工程</h1>
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<p class="text-lg text-gray-600 max-w-3xl mx-auto">全球海拔最高、地质最复杂的水电站群 - 投资1.2万亿元，装机容量6000万千瓦</p>
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<div class="flex justify-center mt-6 space-x-4">
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<span class="badge-primary">政策核准期</span>
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<span class="badge-secondary">基建爆发期</span>
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<span class="badge-accent">十年级产业红利</span>
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</div>
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</header>
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<!-- Timeline Section -->
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<section class="mb-12">
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<h2 class="text-2xl font-bold mb-6 text-gray-800">概念事件时间轴</h2>
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<div class="relative">
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<div class="timeline-line hidden md:block"></div>
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<div class="space-y-8">
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<!-- Event 1 -->
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<div class="flex flex-col md:flex-row items-center">
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<div class="md:w-1/2 md:text-right md:pr-8 mb-4 md:mb-0">
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<div class="bg-white rounded-lg shadow-md p-6 card-hover">
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<h3 class="text-xl font-semibold text-gray-800 mb-2">中国政府正式核准雅下工程</h3>
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<p class="text-gray-600 mb-2">2024年12月25日</p>
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<p class="text-gray-700">规划装机<strong>6000万千瓦</strong>（三峡的2.7倍），总投资<strong>1.2万亿元</strong>（三峡的6倍）</p>
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</div>
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</div>
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<div class="timeline-dot w-8 h-8 bg-blue-500 rounded-full flex-shrink-0"></div>
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<div class="md:w-1/2 md:pl-8"></div>
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</div>
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<!-- Event 2 -->
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<div class="flex flex-col md:flex-row items-center">
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<div class="md:w-1/2 md:text-right md:pr-8"></div>
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<div class="timeline-dot w-8 h-8 bg-cyan-500 rounded-full flex-shrink-0"></div>
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<div class="md:w-1/2 md:pl-8 mb-4 md:mb-0">
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<div class="bg-white rounded-lg shadow-md p-6 card-hover">
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<h3 class="text-xl font-semibold text-gray-800 mb-2">工程启动与雅江集团成立</h3>
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<p class="text-gray-600 mb-2">2025年7月19日</p>
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<p class="text-gray-700">国务院总理李强出席开工仪式并宣布工程启动，同日<strong>中国雅江集团</strong>（央企第22位）成立</p>
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</div>
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</div>
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</div>
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<!-- Event 3 -->
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<div class="flex flex-col md:flex-row items-center">
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<div class="md:w-1/2 md:text-right md:pr-8 mb-4 md:mb-0">
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<div class="bg-white rounded-lg shadow-md p-6 card-hover">
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<h3 class="text-xl font-semibold text-gray-800 mb-2">券商密集发布专题研报</h3>
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<p class="text-gray-600 mb-2">2025年7月20-28日</p>
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<p class="text-gray-700">覆盖<strong>民爆、水泥、特高压、盾构机、水电设备</strong>等全产业链，概念股集体涨停</p>
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</div>
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</div>
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<div class="timeline-dot w-8 h-8 bg-emerald-500 rounded-full flex-shrink-0"></div>
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<div class="md:w-1/2 md:pl-8"></div>
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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 Background -->
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<section class="mb-12">
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<div class="bg-gradient-to-r from-blue-50 to-cyan-50 rounded-xl p-6 shadow-md">
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<h2 class="text-2xl font-bold mb-4 text-gray-800">核心背景</h2>
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<p class="text-gray-700 leading-relaxed">
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雅下工程是全球海拔最高、地质最复杂的水电站群，采用<strong>截弯取直+隧洞引水</strong>开发5座梯级电站，电力<strong>外送华东为主</strong>，兼顾西藏自用。建设周期<strong>10-15年</strong>，高峰期聚集<strong>50-60万建设者</strong>，年均投资<strong>800亿元</strong>（占西藏固投30%）。
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</p>
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</div>
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</section>
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<!-- Core Viewpoints -->
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<section class="mb-12">
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<h2 class="text-2xl font-bold mb-6 text-gray-800">核心观点摘要</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-white rounded-lg shadow-md p-6 card-hover">
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<div class="text-blue-500 mb-4">
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<i class="fas fa-chart-line text-3xl"></i>
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</div>
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<h3 class="text-xl font-semibold mb-3 text-gray-800">阶段判断</h3>
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<p class="text-gray-700">雅下工程已从<strong>政策核准期</strong>进入<strong>基建爆发期</strong>，短期由情绪驱动，中长期将转为<strong>订单与业绩验证</strong>。</p>
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</div>
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<div class="bg-white rounded-lg shadow-md p-6 card-hover">
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<div class="text-cyan-500 mb-4">
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<i class="fas fa-rocket text-3xl"></i>
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</div>
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<h3 class="text-xl font-semibold mb-3 text-gray-800">核心驱动力</h3>
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<p class="text-gray-700"><strong>1.2万亿投资刚性落地</strong>+<strong>西藏区域供需缺口</strong>（民爆/水泥产能不足）+<strong>特高压外送通道建设</strong>（需6-8条直流线路）。</p>
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</div>
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<div class="bg-white rounded-lg shadow-md p-6 card-hover">
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<div class="text-emerald-500 mb-4">
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<i class="fas fa-gem text-3xl"></i>
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</div>
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<h3 class="text-xl font-semibold mb-3 text-gray-800">未来潜力</h3>
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<p class="text-gray-700">类比三峡工程，雅下将催生<strong>十年级产业红利</strong>，但需警惕估值提前透支风险。</p>
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</div>
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</div>
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</section>
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<!-- Core Logic -->
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<section class="mb-12">
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<h2 class="text-2xl font-bold mb-6 text-gray-800">核心驱动力与市场认知</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8 mb-8">
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<div class="bg-white rounded-lg shadow-md p-6">
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<h3 class="text-xl font-semibold mb-4 text-gray-800 flex items-center">
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<i class="fas fa-cogs text-blue-500 mr-2"></i>核心驱动力
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</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<span class="text-blue-500 mr-2">•</span>
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<span><strong>投资规模碾压级</strong>：1.2万亿总投资（年均800亿）直接拉动西藏GDP约30%，水泥/民爆/工程机械需求弹性显著。</span>
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</li>
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<li class="flex items-start">
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<span class="text-blue-500 mr-2">•</span>
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<span><strong>技术壁垒极高</strong>：高原施工需TBM盾构机（铁建重工/中铁工业）、高水头水轮机（东方电气/哈电）、GIL输电（平高电气/思源电气）。</span>
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</li>
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<li class="flex items-start">
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<span class="text-blue-500 mr-2">•</span>
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<span><strong>政策优先级</strong>：纳入"十四五"规划，李强总理亲自督战，央企雅江集团成立保障执行。</span>
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</li>
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</ul>
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</div>
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<div class="bg-white rounded-lg shadow-md p-6">
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<h3 class="text-xl font-semibold mb-4 text-gray-800 flex items-center">
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<i class="fas fa-fire text-orange-500 mr-2"></i>市场热度与情绪
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</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<span class="text-orange-500 mr-2">•</span>
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<span><strong>研报密度</strong>：7月19-28日超20篇专题报告，覆盖建筑/机械/电新/化工全行业。</span>
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</li>
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<li class="flex items-start">
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||
<span class="text-orange-500 mr-2">•</span>
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<span><strong>涨停潮</strong>：西藏天路（3板）、高争民爆（2板）、铁建重工（20cm），情绪处于<strong>亢奋期</strong>。</span>
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</li>
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||
</ul>
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||
</div>
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</div>
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||
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||
<div class="bg-gradient-to-r from-amber-50 to-orange-50 rounded-lg p-6 shadow-md">
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||
<h3 class="text-xl font-semibold mb-4 text-gray-800 flex items-center">
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<i class="fas fa-lightbulb text-amber-500 mr-2"></i>预期差分析
|
||
</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-white bg-opacity-70 rounded-lg p-4">
|
||
<h4 class="font-semibold mb-2 text-gray-800">市场忽略点1</h4>
|
||
<p class="text-gray-700">西藏<strong>民爆产能缺口</strong>（需求30万吨 vs 现有5万吨），跨省调配需工信部审批，<strong>高争民爆</strong>（西藏唯一本土龙头）可能量价齐升。</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-70 rounded-lg p-4">
|
||
<h4 class="font-semibold mb-2 text-gray-800">市场忽略点2</h4>
|
||
<p class="text-gray-700"><strong>特高压外送通道</strong>尚未招标，<strong>中国西电/许继电气</strong>等订单弹性未被充分定价（预计需6-8条直流线路，单条设备投资100亿+）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Catalysts and Future Path -->
|
||
<section class="mb-12">
|
||
<h2 class="text-2xl font-bold mb-6 text-gray-800">关键催化剂与未来发展路径</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
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<div class="bg-white rounded-lg shadow-md p-6">
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<h3 class="text-xl font-semibold mb-4 text-gray-800 flex items-center">
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<i class="fas fa-clock text-blue-500 mr-2"></i>近期催化剂（3-6个月）
|
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</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<span class="badge-primary mr-3">1</span>
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<span><strong>设备招标启动</strong>：预计2025Q4启动<strong>水轮机</strong>（东方电气/哈电）、<strong>TBM</strong>（铁建重工）招标。</span>
|
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</li>
|
||
<li class="flex items-start">
|
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<span class="badge-primary mr-3">2</span>
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<span><strong>民爆产能批复</strong>：工信部审批西藏民爆新增产能，<strong>高争民爆</strong>2.2万吨扩至4.8万吨落地。</span>
|
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</li>
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||
<li class="flex items-start">
|
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<span class="badge-primary mr-3">3</span>
|
||
<span><strong>特高压规划</strong>：国家电网发布雅下外送通道方案，<strong>平高电气/思源电气</strong>GIL订单预期强化。</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-white rounded-lg shadow-md p-6">
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||
<h3 class="text-xl font-semibold mb-4 text-gray-800 flex items-center">
|
||
<i class="fas fa-road text-emerald-500 mr-2"></i>长期路径（2025-2035）
|
||
</h3>
|
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<div class="space-y-4">
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<div class="flex items-center">
|
||
<div class="w-3 h-3 bg-blue-500 rounded-full mr-3"></div>
|
||
<div>
|
||
<p class="font-semibold text-gray-800">2025-2027</p>
|
||
<p class="text-gray-600">基建高峰（水泥/民爆/工程机械业绩兑现）</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-center">
|
||
<div class="w-3 h-3 bg-cyan-500 rounded-full mr-3"></div>
|
||
<div>
|
||
<p class="font-semibold text-gray-800">2028-2030</p>
|
||
<p class="text-gray-600">设备安装（水电设备/特高压订单高峰）</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-center">
|
||
<div class="w-3 h-3 bg-emerald-500 rounded-full mr-3"></div>
|
||
<div>
|
||
<p class="font-semibold text-gray-800">2030+</p>
|
||
<p class="text-gray-600">发电运营（雅江集团水电资产注入预期）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Industry Chain -->
|
||
<section class="mb-12">
|
||
<h2 class="text-2xl font-bold mb-6 text-gray-800">产业链与核心公司深度剖析</h2>
|
||
|
||
<div class="bg-white rounded-lg shadow-md p-6 mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-gray-800">产业链图谱</h3>
|
||
<div class="overflow-x-auto">
|
||
<div class="min-w-max">
|
||
<div class="flex justify-center mb-6">
|
||
<div class="bg-blue-500 text-white px-6 py-3 rounded-lg font-semibold">雅下工程1.2万亿</div>
|
||
</div>
|
||
<div class="flex justify-around">
|
||
<div class="text-center">
|
||
<div class="bg-blue-100 px-4 py-2 rounded-lg mb-2">上游-原材料</div>
|
||
<div class="space-y-2">
|
||
<div class="bg-white border border-blue-200 px-3 py-1 rounded text-sm">水泥-西藏天路/华新</div>
|
||
<div class="bg-white border border-blue-200 px-3 py-1 rounded text-sm">民爆-高争民爆/易普力</div>
|
||
</div>
|
||
</div>
|
||
<div class="text-center">
|
||
<div class="bg-cyan-100 px-4 py-2 rounded-lg mb-2">中游-施工设备</div>
|
||
<div class="space-y-2">
|
||
<div class="bg-white border border-cyan-200 px-3 py-1 rounded text-sm">TBM-铁建重工/中铁工业</div>
|
||
<div class="bg-white border border-cyan-200 px-3 py-1 rounded text-sm">水轮机-东方电气/哈电</div>
|
||
</div>
|
||
</div>
|
||
<div class="text-center">
|
||
<div class="bg-emerald-100 px-4 py-2 rounded-lg mb-2">下游-电力外送</div>
|
||
<div class="space-y-2">
|
||
<div class="bg-white border border-emerald-200 px-3 py-1 rounded text-sm">特高压-中国西电/许继</div>
|
||
<div class="bg-white border border-emerald-200 px-3 py-1 rounded text-sm">GIL-平高电气/思源</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-white rounded-lg shadow-md p-6">
|
||
<h3 class="text-xl font-semibold mb-4 text-gray-800">核心玩家对比</h3>
|
||
<div class="overflow-x-auto table-container">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">业务关联</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">弹性测算</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">西藏天路</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">西藏水泥龙头（市占率33%）</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">年均新增水泥需求360万吨，弹性<strong>30%</strong></td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">估值已反映部分预期（PB 3.4x）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">高争民爆</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">西藏民爆垄断（产能2.2万吨）</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">炸药需求缺口25万吨，弹性<strong>500%</strong></td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">产能批复不及预期</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">铁建重工</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">TBM市占率70%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">需25台TBM（单价2-3亿），弹性<strong>20%</strong></td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">竞争加剧（中铁工业）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-semibold text-gray-900">东方电气</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">水轮机龙头（份额60%）</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">年均订单216亿，弹性<strong>15%</strong></td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">毛利率仅10%（低于特高压）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data Tables -->
|
||
<section class="mb-12">
|
||
<h2 class="text-2xl font-bold mb-6 text-gray-800">关联股票数据</h2>
|
||
|
||
<!-- 民爆 -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-gray-800 flex items-center">
|
||
<i class="fas fa-bomb text-red-500 mr-2"></i>民爆
|
||
</h3>
|
||
<div class="bg-white rounded-lg shadow-md p-6">
|
||
<div class="overflow-x-auto table-container">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">分类</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">许可工业炸药产能（万吨）</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">电子雷管（万发）</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">信源</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">江南化工</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">全国</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">76.55</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">3670</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">机构研报</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">广东宏大</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">全国</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">69.95</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">3334</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">机构研报</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">易普力</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">全国</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">56.55</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">6450</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">机构研报</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">保利联合</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">全国</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">46.45</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">17264</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">机构研报</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">雅化集团</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">全国</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">26.05</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">机构研报</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">凯龙股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">全国</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">23.07</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">5000</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">机构研报</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">国泰集团</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">全国</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">17.4</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">2510</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">机构研报</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">雪峰科技</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">全国</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">11.75</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">1890</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">机构研报</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">金奥博</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">全国</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">8.35</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">8522</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">机构研报</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">壶化股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">全国</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">7.8</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">5880</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">机构研报</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">同德化工</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">全国</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">6.8</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">机构研报</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">高争民爆</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">全国</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">2.2</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">机构研报</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">易普力</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">西藏</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">2.5</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">机构研报</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">高争民爆</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">西藏</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">2.2</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">机构研报</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">广东宏大</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">西藏</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">1.5（0.7万吨在建）</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">机构研报</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">保利联合</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">西藏</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">1.2</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">机构研报</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">江南化工</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">新疆</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">20.75</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">机构研报</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">雪峰科技</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">新疆</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">11.75</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">机构研报</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">易普力</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">新疆</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">10.9</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">机构研报</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">广东宏大</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">新疆</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">6.1</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">机构研报</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">凯龙股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">新疆</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">6.01</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">机构研报</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">佰奥智能</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">其他</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">盛景微</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">其他</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">调研</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">新余国科</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">其他</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 混凝土减水剂、砂石设备 -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-gray-800 flex items-center">
|
||
<i class="fas fa-cubes text-gray-500 mr-2"></i>混凝土减水剂、砂石设备
|
||
</h3>
|
||
<div class="bg-white rounded-lg shadow-md p-6">
|
||
<div class="overflow-x-auto table-container">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">分类</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">行业/项目</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产业链/业务布局</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">信源</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">苏博特</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">减水剂</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">混凝土外加剂</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">西部开发</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公告/互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">红墙股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">减水剂</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">4万吨聚羧酸减水剂</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">垒知集团</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">减水剂</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">混凝土</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">奥克股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">减水剂</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">聚醚单体、聚乙二醇</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">科隆股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">减水剂</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">高性能聚羧酸减水剂</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">南矿集团</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">砂石骨料设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">2024年整机营收5.74亿元</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">砂石骨料、金属矿山</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公告</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">大宏立</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">砂石骨料设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">2024年成套及主机设备营收2.31亿元</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">砂石矿山破碎筛分成套设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">年报/官网</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">铁拓机械</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">砂石骨料设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">RAP柔性破碎筛分设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">骨料整形制砂设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">年报</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">南方路机</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">砂石骨料设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">智能固定破碎筛分解决方案</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">环保混凝土搅拌站</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公告</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">浙矿股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">砂石骨料设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">2024年破碎筛选成套生产线营收3.95亿元</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">年报</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">西藏天路</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">西藏水泥</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">水泥产销</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">华新水泥</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">西藏水泥</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">西藏地区第二大水泥生产企业</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">海螺水泥</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">西藏水泥</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">八宿海螺（西藏）生产销售水泥及水泥制品</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">年报</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">中国交建</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">西藏水泥</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">甘孜祁连山水泥公司85%股权</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">特种和高标号水泥产品</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">工商/互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">四方新材</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">川渝水泥</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">2024年底商品混凝土生产基地4个</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">砂浆生产线</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">年报</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">四川金顶</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">川渝水泥</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">石灰石矿山</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">年报</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">四川双马</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">川渝水泥</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">宜宾市水泥生产线</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">骨料生产线</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">年报</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">青松建化</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">新疆水泥</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">2024年中国水泥企业熟料产能全球排行第18</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公开资料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">天山股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">新疆水泥</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">2024年底商品混凝土产能3.6亿方</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">中国建材</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">新疆水泥</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">2024年中国水泥企业熟料产能全球排行第1</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公开资料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">海螺水泥</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">新疆水泥</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">2024年中国水泥企业熟料产能全球排行第2</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公开资料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">金隅集团</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">新疆水泥</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">2024年中国水泥企业熟料产能全球排行第3</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公开资料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">冀东水泥</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">新疆水泥</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">控股股东金隅集团</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">海外水泥产能</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公开资料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">亚泰集团</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">其他省份水泥</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">2024年中国水泥企业熟料产能全球排行第13</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公开资料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">上峰水泥</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">其他省份水泥</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">2024年中国水泥企业熟料产能全球排行第14</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公开资料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">塔牌集团</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">其他省份水泥</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">2024年中国水泥企业熟料产能全球排行第15</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公开资料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">万年青</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">其他省份水泥</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">2024年中国水泥企业熟料产能全球排行第16</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公开资料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">福建水泥</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">其他省份水泥</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">福建产能第一，2024年中国水泥企业熟料产能全球排行第24</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公开资料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">尖峰集团</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">其他省份水泥</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">水泥生产企业</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">铁拓机械</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">北交所</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">RAP柔性破碎筛分设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">骨料整形制砂设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">年报</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 西南水电站-机构测算 -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-gray-800 flex items-center">
|
||
<i class="fas fa-water text-blue-500 mr-2"></i>西南水电站-机构测算
|
||
</h3>
|
||
<div class="bg-white rounded-lg shadow-md p-6">
|
||
<div class="overflow-x-auto table-container">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">主要环节</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">行业</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产业链位置</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">reason</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">中国电建</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">投资和设计施工</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">建筑</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">水电建设上游</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公司代码601669.SH，属于投资和设计施工环节，总市值875亿元，PE(TTM)为7.5，PB为0.63，25-27年归母净利润持续增长，评级为增持</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">中国能建</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">投资和设计施工</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">建筑</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">水电建设上游</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公司代码601868.SH，总市值967亿元，PE(TTM)为11.3，PB为0.89，25-27年归母净利润稳步增长，评级为增持</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">中国铁建</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">投资和设计施工</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">建筑</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">水电建设上游</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公司代码601186.SH，总市值1131亿元，PE(TTM)为5.3，PB为0.42，25-27年归母净利润较高，评级为增持</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">中国中铁</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">投资和设计施工</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">建筑</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">水电建设上游</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公司代码601390.SH，总市值1393亿元，PE(TTM)为5.3，PB为0.45，25-27年归母净利润稳定增长，评级为增持</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">中国交建</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">投资和设计施工</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">建筑</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">水电建设上游</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公司代码601800.SH，总市值1463亿元，PE(TTM)为6.4，PB为0.51，25-27年归母净利润持续增长，评级为增持</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">铁建重工</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">隧道设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">机械</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">工程机械设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公司代码688425.SH，总市值220亿元，PE(TTM)为14.9，PB为1.23，25-27年归母净利润增长显著，评级为增持</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">中铁工业</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">隧道设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">机械</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">工程机械设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公司代码600528.SH，总市值167亿元，PE(TTM)为10.3，PB为0.68，25-27年归母净利润稳定增长，评级为增持</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">五新隧装</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">隧道设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">机械</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">工程机械设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公司代码835174.BJ，总市值44亿元，PE(TTM)为43.4，PB为5.50，25-27年归母净利润增长较快，未评级</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">高争民爆</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">爆破服务</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">化工</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">民爆服务</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公司代码002827.SZ，总市值107亿元，PE(TTM)为68.0，PB为11.79，25-27年归母净利润增长显著，评级为增持</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">易普力</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">爆破服务</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">化工</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">民爆服务</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公司代码002096.SZ，总市值159亿元，PE(TTM)为21.4，PB为2.16，25-27年归母净利润稳定增长，评级为增持</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">雅化集团</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">爆破服务</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">化工</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">民爆服务</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公司代码002497.SZ，总市值138亿元，PE(TTM)为42.6，PB为1.31，25-27年归母净利润增长较快，未评级</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">保利联合</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">爆破服务</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">化工</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">民爆服务</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公司代码002037.SZ，总市值47亿元，PE(TTM)为103.5，PB为2.48，未提供净利润预测，未评级</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">广东宏大</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">爆破服务</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">化工</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">民爆服务</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公司代码002683.SZ，总市值286亿元，PE(TTM)为31.2，PB为4.56，25-27年归母净利润稳定增长，未评级</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">壶化股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">爆破服务</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">化工</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">民爆服务</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公司代码003002.SZ，总市值52亿元，PE(TTM)为34.7，PB为3.84，25-27年归母净利润增长较快，未评级</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">国泰集团</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">爆破服务</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">化工</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">民爆服务</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公司代码301203.SZ，总市值27亿元，PE(TTM)为21.4，PB为1.98，未提供净利润预测，未评级</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">西藏天路</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">水泥</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">建材</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">水泥供应</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公司代码600326.SH，总市值127亿元，PE(TTM)为-82.2，PB为3.40，25-27年归母净利润持续增长，未评级</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">华新水泥</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">水泥</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">建材</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">水泥供应</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公司代码600801.SH，总市值272亿元，PE(TTM)为11.0，PB为0.89，25-27年归母净利润稳定增长，评级为增持</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">苏博特</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">外加剂</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">化工</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">混凝土外加剂</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公司代码603916.SH，总市值41亿元，PE(TTM)为41.7，PB为1.00，25-27年归母净利润增长较快，未评级</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">中岩大地</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">地基岩土</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">建筑</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">地基处理</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公司代码003001.SZ，总市值49亿元，PE(TTM)为71.7，PB为4.17，25-27年归母净利润稳定增长，评级为增持</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">山河智能</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">地基岩土</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">机械</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">工程机械设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公司代码002097.SZ，总市值86亿元，PE(TTM)为101.6，PB为1.83，未提供净利润预测，未评级</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">东方电气</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">发电设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">电气设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">水电发电设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公司代码600875.SH，总市值605亿元，PE(TTM)为19.1，PB为1.37，25-27年归母净利润稳定增长，未评级</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">飞鹿股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">防水</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">化工</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">防水材料</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公司代码300665.SZ，总市值18亿元，PE(TTM)为-12.9，PB为4.20，未提供净利润预测，未评级</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">三一重工</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">工程机械设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">机械</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">工程机械设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公司代码600031.SH，总市值1611亿元，PE(TTM)为23.5，PB为2.24，25-27年归母净利润稳定增长，评级为增持</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">中联重科</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">工程机械设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">机械</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">工程机械设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公司代码000157.SZ，总市值642亿元，PE(TTM)为16.0，PB为1.14，25-27年归母净利润稳定增长，未评级</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">徐工机械</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">工程机械设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">机械</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">工程机械设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公司代码000425.SZ，总市值976亿元，PE(TTM)为15.2，PB为1.64，25-27年归母净利润稳定增长，未评级</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">法兰泰克</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">工程机械设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">机械</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">工程机械设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公司代码603966.SH，总市值39亿元，PE(TTM)为21.8，PB为2.13，25-27年归母净利润增长较快，评级为增持</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">青龙管业</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">压力管道</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">建材</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">管道供应</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公司代码002457.SZ，总市值39亿元，PE(TTM)为14.7，PB为1.60，25-27年归母净利润稳定增长，评级为增持</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">东宏股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">压力管道</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">建材</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">管道供应</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公司代码603856.SH，总市值35亿元，PE(TTM)为21.7，PB为1.34，25-27年归母净利润稳定增长，未评级</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 隧洞设备盾构机 -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-gray-800 flex items-center">
|
||
<i class="fas fa-cog text-gray-600 mr-2"></i>隧洞设备盾构机
|
||
</h3>
|
||
<div class="bg-white rounded-lg shadow-md p-6">
|
||
<div class="overflow-x-auto table-container">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">分类</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">业务相关</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">信源</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">reason</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">中铁工业</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">盾构机整机</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">盾构机/TBM产品产销量世界第一，国内市场占有率第一</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公司盾构机/TBM产品产销量全球第一，国内市场占有率保持第一，技术领先且国际化布局完善</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">铁建重工</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">盾构机整机</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">国产盾构机市场占有率超70%，水利TBM产品市场占有率第一</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">国产盾构机市场占有率超七成，水利TBM领域占据主导地位，技术实力强劲</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">中国中铁</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">盾构机整机</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">控股中铁工业（盾构机/TBM产销量世界第一）</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公开资料</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">通过控股中铁工业间接掌握盾构机全球龙头地位，产业链核心环节掌控力强</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">中国交建</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">盾构机整机</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">子公司中交天和盾构机国内市占率第三</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公开资料</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">旗下中交天和盾构机市场份额稳居国内前三，具备较强市场竞争力</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">厦工股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">盾构机整机</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">隧道掘进机械核心零部件研发制造</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">官网</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">专注于隧道掘进机械核心零部件研发生产，技术积累深厚</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">隧道股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">盾构机整机</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">累计研发制造近200台国产盾构机，出口新加坡、印度等地</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">官网</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">国产盾构机研发制造经验丰富，产品已实现国际化出口</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">太原重工</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">盾构机整机</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">研制新型盾构机应用于太原地铁项目</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">官网</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">自主研发的盾构机已成功应用于地方地铁建设项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">西子洁能</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">盾构机整机</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">浙江先进盾构机制造基地，国产化率73%，产品出口泰国、新加坡</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">官网</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">具备高国产化率盾构机生产能力，产品已打入东南亚国际市场</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">中化岩土</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">盾构机整机</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">全资子公司上海力行主营盾构机制造和租赁</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">通过子公司开展盾构机制造及租赁业务，形成产业链闭环</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">山河智能</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">盾构机整机</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">提供旋挖钻机、液压挖掘机、盾构机等整机及零部件</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">年报</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">盾构机作为公司工程机械产品线的重要组成部分，具备整机制造能力</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">广东建工</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">盾构机整机</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">具有盾构机等制造业务</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">业务涵盖盾构机制造，具备相关技术储备和生产能力</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">创力集团</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">盾构机整机</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">子公司生产煤矿用紧凑型盾构机</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">针对煤矿领域开发专用紧凑型盾构机，拓展细分应用场景</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">恒立钻具</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">硬质合金</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">2024年盾构及TBM刀具营收9789万元，占总收入50%，客户含中交天和、铁建重工</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">年报/调研</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">盾构刀具业务占比过半，核心客户覆盖行业头部企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">博云新材</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">硬质合金</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">硬质合金产品下游客户含盾构机生产商</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">硬质合金产品直接应用于盾构机制造环节</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">中钨高新</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">硬质合金</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">旗下株硬公司钻掘工具事业部生产盾构刀具</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">子公司专业生产盾构刀具，具备完整产业链布局</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">斯瑞新材</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">硬质合金</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">高强高导铜合金材料在盾构机等场景受关注</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">新型铜合金材料在盾构机领域具备应用潜力</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">新锐股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">硬质合金</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">硬质合金产品作为盾构机刀盘设备配件</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">招股书</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">硬质合金产品直接配套盾构机刀盘设备</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">永达股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">核心结构件</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">生产盾构机的盾体、刀盘体、管片机等关键结构件，主要客户为铁建重工</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">专业生产盾构机核心结构件，深度绑定行业龙头客户</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">安泰科技</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">核心结构件</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">子公司河冶科技产品应用于盾构机刀圈</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">刀圈产品直接应用于盾构机关键部位</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">中国动力</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">核心结构件</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">盾构机主驱动齿轮箱</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">专业生产盾构机核心传动部件</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">唯万密封</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">密封</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">子公司上海嘉诺有盾构机密封相关专利</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公告</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">拥有盾构机密封技术专利，具备研发储备</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">中密控股</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">密封</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">2023年开发盾构机主驱动用橡胶密封，获订单</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">年报</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">新型盾构机密封产品已实现订单转化</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">五洲新春</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">轴承</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">收购洛轴公司8.4972%股权，洛轴在盾构轴承领域国内领先</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">通过股权合作布局盾构机轴承核心环节</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">新强联</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">轴承</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">主要产品包括盾构机主轴承及关键零部件</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">专业生产盾构机核心轴承部件</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">国机精工</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">轴承</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">特种精密轴承应用于盾构机</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">精密轴承产品适配盾构机应用场景</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">力星股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">轴承</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">轴承滚动体应用于盾构机主轴</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">轴承滚动体产品直接配套盾构机主轴</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">远东股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">电缆</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">盾构机专用电缆</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">专业生产盾构机配套电缆</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">尚纬股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">电缆</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">产品研发方向包括盾构机电缆</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">盾构机电缆为公司重点研发方向</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">全信股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">电缆</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">盾构机上的控制电缆</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">专业生产盾构机控制电缆</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">恒立液压</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">油缸</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">盾构机油缸为非标油缸主要品种</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">专业生产定制化盾构机油缸</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">海希通讯</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">遥控设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">HBC品牌工业无线遥控设备在盾构机领域市占率74.46%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公告</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">盾构机遥控设备市场份额超七成，技术领先</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">宏润建设</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">换刀机器人</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">2019年研发国内首台盾构机换刀机器人，换刀时间缩短至24分钟</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">调研</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">首创盾构机换刀机器人技术，大幅提升作业效率</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">港迪技术</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">变频器</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">盾构机专用变频器2020-2023年国产品牌市占率第一</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">盾构机变频器产品连续四年市占率行业领先</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">中机认检</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">检测</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">为复合地层超大直径盾构机提供检测服务</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">具备盾构机专业检测能力</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">盘古智能</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">其他</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">集中润滑系统应用于盾构机领域</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">年报/互动</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">润滑系统产品适配盾构机应用场景</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">速达股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">其他</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">以流体连接件为载体向盾构机等非煤行业拓展</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">流体连接件产品拓展至盾构机领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">禾望电气</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">其他</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">传动业务在盾构机等领域有突破</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">传动技术成功应用于盾构机场景</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">五新隧装</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">凿岩台车</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">产品应用于水利水电项目，包括凿岩台车等</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">调研</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">凿岩台车等设备适配水利水电工程</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">恒立钻具</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">北交所</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">2024年盾构及TBM刀具营收9789万元，占总收入50%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">年报/调研</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">盾构刀具业务占比过半，核心客户覆盖行业头部企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">五新隧装</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">北交所</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">产品应用于水利水电项目，包括凿岩台车等</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">调研</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">凿岩台车等设备适配水利水电工程</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 雅下水电对电力设备增量测算-机构 -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-gray-800 flex items-center">
|
||
<i class="fas fa-bolt text-yellow-500 mr-2"></i>雅下水电对电力设备增量测算-机构
|
||
</h3>
|
||
<div class="bg-white rounded-lg shadow-md p-6">
|
||
<div class="overflow-x-auto table-container">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">项目</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">分类</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产业链</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">行业</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">核心份额假设</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">收入空间（亿元）</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">利润率</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">利润空间（亿元）</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">利润贡献（5年）</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">reason</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">平高电气</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">雅下水电</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">特高压直流、特高压交流</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">电力设备供应商（GIS、GIL、直流断路器）</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">电气设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">GIS 40%、GIL 30%、直流断路器50%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">108.96</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">20%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">21.79</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">43%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">参与特高压直流及交流工程设备供应，核心设备份额较高，收入及利润空间显著。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">许继电气</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">雅下水电</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">特高压直流</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">电力设备供应商（换流阀、直流控保）</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">电气设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">换流阀25%、直流控保30%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">30.8</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">30%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">9.24</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">17%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">专注特高压直流设备，换流阀和直流控保市场份额稳定。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">中国西电</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">雅下水电</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">特高压直流、特高压交流</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">电力设备供应商（GIS、GIL、换流变、变压器等）</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">电气设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">GIS 30%、GIL 30%、直流断路器50%、换流变25%、变压器25%、换流阀20%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">173.1</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">15%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">25.97</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">49%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">覆盖特高压全链条设备，市场份额广泛，利润贡献突出。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">长高电新</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">雅下水电</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">特高压交流</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">电力设备供应商（GIS、GIL）</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">电气设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">GIS 10%、GIL 20%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">61.26</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">20%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">12.25</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">97%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">GIL管廊设备核心供应商，利润贡献率极高。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">国电南瑞</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">雅下水电</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">特高压直流</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">电力设备供应商（换流阀、直流控保、SFC）</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">电气设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">换流阀50%、直流控保70%、水电二次25%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">66.33</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">35%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">23.21</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">6%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">直流控保领域龙头，高利润率支撑利润空间。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">东方电气</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">雅下水电</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">发电设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">水电设备供应商（高水头水轮机组）</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">电力设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">高水头水轮机组60%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">216</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">10%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">21.6</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">15%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">水电核心设备供应商，市场份额领先。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">哈尔滨电气</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">雅下水电</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">发电设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">水电设备供应商（高水头水轮机组）</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">电力设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">高水头水轮机组40%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">144</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">5%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">7.2</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">9%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">水电设备核心参与者，市场份额较高。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">四方股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">雅下水电</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">发电设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">电力设备供应商（SFC、水电二次）</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">电气设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">水电二次25%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">3.13</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">35%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">1.09</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">3%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">专注水电二次设备，利润率较高。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">国电南自</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">雅下水电</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">发电设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">电力设备供应商（SFC、水电二次）</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">电气设备</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">水电二次25%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">3.13</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">20%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">0.63</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">4%</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">水电二次设备供应商，市场份额稳定。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 雅下水电站大件物流 -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-gray-800 flex items-center">
|
||
<i class="fas fa-truck text-green-500 mr-2"></i>雅下水电站大件物流
|
||
</h3>
|
||
<div class="bg-white rounded-lg shadow-md p-6">
|
||
<div class="overflow-x-auto table-container">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">分类</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">个股</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">业务相关</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">信息来源</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">reason</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">常务理事单位</td>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">中铁特货</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">中铁特货是唯一承担大型设备铁路运输的专业化物流公司，为电力、工程机械等行业客户提供物流服务</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">官网</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">中铁特货作为中国铁路唯一承担大型设备铁路运输的企业，与雅下水电站大件物流需求高度相关</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">副会长单位</td>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">华贸物流</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">全资子公司中特物流已取得电力大件运输总承包甲级资质，国内唯一同时具备铁路和公路大件运输资质的企业</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">官网</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">中特物流的甲级资质和多式联运能力可支撑水电站大型设备运输需求</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">副会长单位</td>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">中创物流</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">项目大件物流包括工程物流和重大件陆路运输</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">工程物流经验可应用于水电站建设中的大型设备运输</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">副会长单位</td>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">东方电气</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">全资子公司东方电气集团大件物流有限公司</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">年报</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">作为发电设备制造商，其子公司直接参与水电站设备运输产业链</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">会员单位</td>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">中国外运</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">旗下中国外运大件物流有限公司</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公告/官网</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">专业大件物流公司可承接水电站设备运输项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">会员单位</td>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">交运股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">旗下有上海交运大件物流有限公司</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公告</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">区域龙头物流企业具备大件运输能力</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">会员单位</td>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">华鹏飞</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">2023年新增购入一架UH-1型直升机，增强大件物流服务能力</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">年报</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">航空运输能力可满足水电站特殊设备运输需求</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">其他大件物流公司</td>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">中国铁物</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">成功运作东方电气集团冷却器、LNG罐及风电塔筒运输项目</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">实际项目经验验证其大件运输能力</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">其他大件物流公司</td>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">德邦股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">大件物流市场长期耕耘，在产品体系、网络布局等方面具备领先优势</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">互动</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">综合物流能力可覆盖水电站全生命周期运输需求</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">其他大件物流公司</td>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">顺丰控股</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">高效服务从快递延伸至大件物流领域</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">公告</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">物流网络优势可支撑跨区域大件运输</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">大件物流包装分拣</td>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">科捷智能</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">基于转向轮分拣机的大件物流包裹分拣技术</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">年报</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">智能分拣技术提升大件物流效率</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">大件物流专用车辆轮胎</td>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">贵州轮胎</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">大件物流专用车辆轮胎产品研发及开发已完成</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">年报</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">专用轮胎保障大件运输车辆安全性能</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 雅下水电站更新 -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-gray-800 flex items-center">
|
||
<i class="fas fa-sync text-blue-500 mr-2"></i>雅下水电站更新
|
||
</h3>
|
||
<div class="bg-white rounded-lg shadow-md p-6">
|
||
<div class="overflow-x-auto table-container">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">分类</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">项目</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产业链</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">reason</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">雅砻水电</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">绿色电力</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">西昌电力、乐山电力、黔源电力、川投能源、桂冠电力、国投电力、长江电力、甘肃电投、湖南发展、闽东电力、广宇发展、川能动力、浙江新能、三峡能源、节能风电、中闽能源、银星能源、江苏新能、太阳能、金开新能、京运通、晶科科技、林洋能源、福能股份、协鑫新能源、新天绿能、龙源电力、大唐新能源、中广核新能源、三峡水利、黔源电力、川投能源、桂冠电力、国投电力、长江电力、甘肃电投、湖南发展、闽东电力、广宇发展、川能动力、浙江新能、三峡能源、节能风电、中闽能源、银星能源、江苏新能、太阳能、金开新能、京运通、晶科科技、林洋能源、福能股份、协鑫新能源、新天绿能、龙源电力、大唐新能源、中广核新能源、三峡水利</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">上游：水力发电设备制造、中游：水电站运营、下游：电力销售</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">雅砻水电主营水力发电业务，属于清洁能源领域，符合绿色电力概念。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">雅砻水电</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">基建</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-gray-700">中国电建、中国能建、粤水电、勘设股份、苏交科、设研院、华设集团、中设股份、设计总院、甘咨询、建科院、山河设计、华蓝集团、永福股份、东方铁塔、中工国际、中钢国际、中国中冶、中铝国际、北方国际、中材国际、上海建工、隧道股份、腾达建设、宏润建设、龙元 |