572 lines
37 KiB
HTML
572 lines
37 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>深度行研 | 光伏行业兼并重组</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<link rel="preconnect" href="https://fonts.googleapis.com">
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<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;700&family=Orbitron:wght@400;700&display=swap" rel="stylesheet">
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<style>
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:root {
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--glow-color-primary: rgba(0, 255, 255, 0.7);
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--glow-color-secondary: rgba(192, 0, 255, 0.7);
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}
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body {
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font-family: 'Inter', sans-serif;
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background-color: #030408;
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background-image:
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radial-gradient(ellipse at 20% 20%, rgba(20, 30, 80, 0.4) 0%, transparent 70%),
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radial-gradient(ellipse at 80% 10%, rgba(40, 20, 70, 0.4) 0%, transparent 70%),
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radial-gradient(ellipse at 50% 90%, rgba(80, 30, 50, 0.4) 0%, transparent 70%);
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color: #E0E7FF;
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font-family: 'Orbitron', sans-serif;
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background: rgba(15, 18, 32, 0.4);
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backdrop-filter: blur(24px);
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-webkit-backdrop-filter: blur(24px);
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border: 1px solid rgba(129, 140, 248, 0.2);
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border-radius: 2rem;
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transition: all 0.3s ease;
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}
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.glass-card:hover {
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transform: translateY(-5px) scale(1.01);
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box-shadow: 0 0 40px rgba(129, 140, 248, 0.1), 0 0 15px rgba(129, 140, 248, 0.1);
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border-color: rgba(129, 140, 248, 0.4);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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}
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.bento-grid {
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display: grid;
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gap: 1.5rem;
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grid-template-columns: repeat(12, 1fr);
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grid-auto-rows: minmax(100px, auto);
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}
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.bento-grid > * {
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grid-column: span 12 !important;
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.table thead th {
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background-color: rgba(129, 140, 248, 0.1);
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color: #C7D2FE;
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font-size: 0.9rem;
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font-weight: 600;
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}
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.table tbody tr {
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transition: background-color 0.2s ease;
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.table tbody tr:hover {
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background-color: rgba(129, 140, 248, 0.08);
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border: 1px solid transparent;
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.tab-lift.tab-active {
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border-color: rgba(129, 140, 248, 0.2);
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transform: translateY(-5px);
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color: #fff;
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}
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</style>
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</head>
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<body class="min-h-screen p-4 sm:p-8 lg:p-12">
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<div class="max-w-screen-2xl mx-auto">
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<!-- Header -->
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<header class="text-center mb-16 animate-fade-in-down">
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<h1 class="font-orbitron text-4xl sm:text-5xl md:text-6xl font-bold tracking-widest title-gradient text-glow">
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光伏行业兼并重组
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</h1>
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<p class="mt-4 text-lg text-indigo-300">深度行研报告</p>
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<div class="mt-2 text-xs text-slate-500">
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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
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</div>
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</header>
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<main class="space-y-10">
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<!-- Bento Grid Layout -->
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<div class="bento-grid">
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<!-- 0. 概念事件 -->
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<section class="glass-card p-8 col-span-12 lg:col-span-8 row-span-2">
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<h2 class="font-orbitron text-2xl font-bold text-indigo-300 text-glow mb-6">概念发展脉络</h2>
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<div id="timeline-chart" class="w-full h-[450px]"></div>
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</section>
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<!-- 1. 核心观点 -->
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<section class="glass-card p-8 col-span-12 lg:col-span-4 row-span-2">
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<h2 class="font-orbitron text-2xl font-bold text-indigo-300 text-glow mb-6">核心观点摘要</h2>
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<div class="space-y-6 text-indigo-100">
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<p class="text-lg leading-relaxed">
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光伏行业兼并重组已从政策倡导和行业呼吁阶段，<strong class="text-cyan-300">正式进入由市场力量主导、龙头企业执行的实质性整合阶段</strong>。
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</p>
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<p class="leading-relaxed">
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其核心驱动力源于全产业链亏损倒逼下的生存需求，而非扩张性增长。
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</p>
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<p class="leading-relaxed">
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未来，该概念的演进将呈现“<strong class="text-purple-300">龙头横向整合、跨界资本抄底、技术驱动淘汰</strong>”三线并行的格局，是行业走出周期底部、重塑健康格局的必经之路。
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</p>
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</div>
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</section>
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<!-- 2. 核心逻辑与市场认知 -->
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<section class="glass-card p-8 col-span-12 lg:col-span-12">
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<h2 class="font-orbitron text-2xl font-bold text-indigo-300 text-glow mb-6">核心逻辑与市场认知分析</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-6">
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<div class="bg-indigo-900/20 p-6 rounded-2xl border border-indigo-700/30">
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<h3 class="font-bold text-lg text-cyan-300 mb-2">经济必要性 (根本驱动)</h3>
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<p class="text-sm text-indigo-200">全产业链价格崩盘，行业普遍亏损、失血，缺乏成本优势和现金流的企业被并购或破产重整是市场经济的必然结果。</p>
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</div>
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<div class="bg-indigo-900/20 p-6 rounded-2xl border border-indigo-700/30">
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<h3 class="font-bold text-lg text-cyan-300 mb-2">政策支持与引导 (加速器)</h3>
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<p class="text-sm text-indigo-200">从中央财办、工信部到行业协会已形成高度共识，鼓励通过兼并重组优化产业结构，为并购方提供了有利的政策环境。</p>
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</div>
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<div class="bg-indigo-900/20 p-6 rounded-2xl border border-indigo-700/30">
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<h3 class="font-bold text-lg text-cyan-300 mb-2">金融环境收紧 (催化剂)</h3>
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<p class="text-sm text-indigo-200">银行对二三线企业授信收紧，直接切断落后产能的“输血管”，加速其退出进程，为兼并创造了更多可行的标的。</p>
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</div>
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<div class="bg-indigo-900/20 p-6 rounded-2xl border border-indigo-700/30">
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<h3 class="font-bold text-lg text-cyan-300 mb-2">技术迭代 (内在逻辑)</h3>
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<p class="text-sm text-indigo-200">N型技术对PERC的替代加速，使得大量落后PERC产能资产价值缩水，降低了并购门槛，构成“技术淘汰机制”基础。</p>
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</div>
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</div>
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<div class="mt-8 border-t border-indigo-800/50 pt-6">
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<h3 class="font-bold text-lg text-purple-300 mb-4">市场热度与预期差</h3>
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<div class="flex flex-col md:flex-row gap-6">
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<div class="flex-1 space-y-3">
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<p><strong class="text-indigo-200">情绪交织：</strong>市场对行业亏损感到<span class="text-red-400">悲观</span>，同时对龙头整合提升集中度抱有<span class="text-green-400">乐观</span>预期。</p>
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<p><strong class="text-indigo-200">整合速度预期差：</strong>市场期待快速出清，但可能低估了地方政府兜底、资产估值分歧等阻力带来的<span class="text-amber-400">复杂性和长期性</span>。</p>
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</div>
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<div class="flex-1 space-y-3">
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<p><strong class="text-indigo-200">“重组”内涵预期差：</strong>市场不仅交易“谁收购谁”的<span class="text-cyan-400">资产并购</span>逻辑，还在交易“谁能活下来”的<span class="text-cyan-400">技术迭代</span>逻辑，后者是变相的行业重组。</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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<!-- 3. 关键催化剂与未来发展路径 -->
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<section class="glass-card p-8 col-span-12 lg:col-span-6">
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<h2 class="font-orbitron text-2xl font-bold text-indigo-300 text-glow mb-6">关键催化剂</h2>
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<ul class="list-disc list-inside space-y-3 text-indigo-200">
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<li><strong class="text-cyan-300">龙头联合体落地：</strong>17家龙头企业若正式组建联合体并公布收储/限产方案，将是行业自律的里程碑事件。</li>
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<li><strong class="text-cyan-300">更多标志性案例：</strong>继通威/润阳后，若出现更多知名二线厂商被收购或进入破产重整，将持续强化出清逻辑。</li>
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<li><strong class="text-cyan-300">国家层面政策细则：</strong>若工信部等出台类似钢铁/水泥行业的具体产能置换、能耗标准等约束性文件，将形成强力催化。</li>
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</ul>
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</section>
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<section class="glass-card p-8 col-span-12 lg:col-span-6">
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<h2 class="font-orbitron text-2xl font-bold text-indigo-300 text-glow mb-6">未来发展路径</h2>
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<ol class="space-y-4">
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<li class="flex items-start">
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<span class="font-orbitron text-cyan-300 text-xl font-bold mr-4">1</span>
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<div>
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<h4 class="font-bold text-indigo-100">点状爆发期 (当前)</h4>
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<p class="text-sm text-indigo-300">以龙头企业自发的、机会主义的并购为主，伴随大量企业资金链断裂和司法重整。</p>
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</div>
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</li>
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<li class="flex items-start">
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<span class="font-orbitron text-cyan-300 text-xl font-bold mr-4">2</span>
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<div>
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<h4 class="font-bold text-indigo-100">全面整合期</h4>
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<p class="text-sm text-indigo-300">在政策引导和龙头联合体主导下，行业进入系统性整合，可能出现跨环节、国资主导的大型重组。</p>
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</div>
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</li>
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<li class="flex items-start">
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<span class="font-orbitron text-cyan-300 text-xl font-bold mr-4">3</span>
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<div>
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<h4 class="font-bold text-indigo-100">格局稳定期</h4>
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<p class="text-sm text-indigo-300">行业集中度大幅提升，形成3-5家巨头和若干“专精特新”企业共存的稳定格局，竞争转向技术与品牌。</p>
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</div>
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</li>
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</ol>
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</section>
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</div>
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<!-- Supporting Data Tabs -->
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<section x-data="{ tab: 'news' }" class="glass-card p-4 sm:p-8">
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<div class="tabs tabs-boxed justify-center bg-transparent mb-6">
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<a class="tab tab-lift text-lg px-8" :class="{ 'tab-active': tab === 'news' }" @click="tab = 'news'">新闻数据</a>
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<a class="tab tab-lift text-lg px-8" :class="{ 'tab-active': tab === 'roadshow' }" @click="tab = 'roadshow'">路演纪要</a>
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<a class="tab tab-lift text-lg px-8" :class="{ 'tab-active': tab === 'report' }" @click="tab = 'report'">研报精粹</a>
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</div>
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<div class="p-4 rounded-2xl bg-black/20 min-h-[400px]">
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<div x-show="tab === 'news'" x-transition>
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<h3 class="font-orbitron text-xl font-bold text-indigo-300 mb-4">新闻数据摘要</h3>
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<div class="space-y-4 text-sm max-h-[500px] overflow-y-auto pr-4">
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<div class="p-4 bg-indigo-900/20 rounded-lg">
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<h4 class="font-bold text-indigo-200">行业政策、协会倡议与高层表态</h4>
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<ul class="list-disc list-inside text-indigo-300 mt-2 space-y-1">
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<li><strong class="text-white">王勃华(光伏协会):</strong> “光伏行业调整宜重宜快...鼓励企业兼并重组，推动落后产能出清。”</li>
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<li><strong class="text-white">朱共山(协鑫集团):</strong> “倡议政企联动...以‘市场化兼并重组+技术淘汰机制+政策强制约束’去产能。”</li>
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<li><strong class="text-white">韩文秀(中央财办):</strong> “加大行业兼并重组力度，鼓励‘向上竞争’、遏制‘逐底竞争’。”</li>
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<li><strong class="text-white">财政部:</strong> 发布《企业兼并重组主要税收优惠政策指引》，构成宏观利好。</li>
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</ul>
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</div>
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<div class="p-4 bg-indigo-900/20 rounded-lg">
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<h4 class="font-bold text-indigo-200">具体企业兼并重组案例与市场动态</h4>
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<ul class="list-disc list-inside text-indigo-300 mt-2 space-y-1">
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<li><strong class="text-green-400">通威股份并购润阳股份 (2024-08-19):</strong> 开启本轮光伏行业兼并重组大幕。</li>
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<li><strong class="text-amber-400">金刚光伏申请重整 (2024-07-26):</strong> 具备重整价值，预重整申请获受理。</li>
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<li><strong class="text-blue-400">龙头企业联合行动:</strong> 17家龙头企业已基本签署协议，预计年内组建联合体，稳定市场行情。</li>
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</ul>
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</div>
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<div class="p-4 bg-indigo-900/20 rounded-lg">
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<h4 class="font-bold text-indigo-200">分析师观点与市场预期</h4>
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<ul class="list-disc list-inside text-indigo-300 mt-2 space-y-1">
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<li><strong class="text-white">中信建投:</strong> “后续预计联合限产与兼并重组共同推进...硅料环节的产能兼并重组将是重要方向之一。”</li>
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<li><strong class="text-white">长江电新:</strong> “推动兼并重组已有实际案例。” (复盘钢铁、水泥等行业)</li>
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</ul>
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</div>
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</div>
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</div>
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<div x-show="tab === 'roadshow'" x-transition style="display: none;">
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<h3 class="font-orbitron text-xl font-bold text-indigo-300 mb-4">路演纪要精选</h3>
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<div class="space-y-4 text-sm max-h-[500px] overflow-y-auto pr-4">
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<div class="p-4 bg-indigo-900/20 rounded-lg">
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<h4 class="font-bold text-indigo-200">政策导向与定位</h4>
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<ul class="list-disc list-inside text-indigo-300 mt-2 space-y-1">
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<li><strong>工信部座谈会 (2024-05):</strong> 多次路演提及，明确“鼓励行业整合”、“鼓励兼并重组”。</li>
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<li><strong>终极解决方案 (2025-07-03):</strong> 长期来看，“兼并重组为终极解决方案”，但需满足需求低迷、信贷减弱等条件。</li>
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</ul>
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</div>
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<div class="p-4 bg-indigo-900/20 rounded-lg">
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<h4 class="font-bold text-indigo-200">市场动态与企业策略</h4>
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<ul class="list-disc list-inside text-indigo-300 mt-2 space-y-1">
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<li><strong>案例借鉴 (2024-10-23):</strong> 参考玻璃行业，推动产能向头部集中（如通威收购润阳案例）。</li>
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<li><strong>兼并加速预期 (2024-10-23):</strong> Q4现金流压力下，中小厂商可能加速资产变卖或并购。</li>
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<li><strong>企业选择 (2024-10-27):</strong> 新进入者需通过兼并重组优化产能；头部企业或通过收购整合低效产能。</li>
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<li><strong>硅料环节进展 (2025-07-11):</strong> 硅料环节收储方案推进顺利，涉及6-7家头部企业并购尾部产能。</li>
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</ul>
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</div>
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<div class="p-4 bg-indigo-900/20 rounded-lg">
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<h4 class="font-bold text-indigo-200">驱动与障碍</h4>
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<ul class="list-disc list-inside text-indigo-300 mt-2 space-y-1">
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<li><strong>金融催化 (2024-03-06):</strong> 银行对二三线企业授信收紧，加速产能出清。</li>
|
||
<li><strong>地方政府阻力 (2025-07-11):</strong> 地方政府的兜底行为延缓市场化出清进程。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div x-show="tab === 'report'" x-transition style="display: none;">
|
||
<h3 class="font-orbitron text-xl font-bold text-indigo-300 mb-4">研报精粹</h3>
|
||
<div class="space-y-4 text-sm max-h-[500px] overflow-y-auto pr-4">
|
||
<div class="p-4 bg-indigo-900/20 rounded-lg">
|
||
<h4 class="font-bold text-indigo-200">直接趋势判断</h4>
|
||
<ul class="list-disc list-inside text-indigo-300 mt-2 space-y-1">
|
||
<li><strong>多晶硅环节 (2024-01-24):</strong> “未来几年多晶硅产业将迎来兼并重组的高峰期，特别是在国有企业之间。”</li>
|
||
</ul>
|
||
</div>
|
||
<div class="p-4 bg-indigo-900/20 rounded-lg">
|
||
<h4 class="font-bold text-indigo-200">核心驱动因素</h4>
|
||
<ul class="list-disc list-inside text-indigo-300 mt-2 space-y-1">
|
||
<li><strong>行业分化加剧 (2024-02-28):</strong> 产能利用率、盈利水平、价格水平全面分化，为优胜劣汰创造条件。</li>
|
||
<li><strong>产能过剩与价格战 (2024-02-28):</strong> “低价中标”现象倒逼整合，多家企业已宣布终止或延期项目，成为潜在并购标的。</li>
|
||
<li><strong>技术更迭 (2024-01-24):</strong> n型对PERC的替代压缩市场，可能导致部分企业被淘汰，从而引发兼并重组。</li>
|
||
<li><strong>政策鼓励整合 (2024-12-11):</strong> 政策鼓励“深度合作”、“战略联盟”、“互相参股”，为兼并重组创造有利环境。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="p-4 bg-indigo-900/20 rounded-lg">
|
||
<h4 class="font-bold text-indigo-200">行业特性与必然性</h4>
|
||
<ul class="list-disc list-inside text-indigo-300 mt-2 space-y-1">
|
||
<li><strong>规模效应显著 (2024-12-11):</strong> 龙头企业有望通过兼并重组进一步扩大规模，降低成本。</li>
|
||
<li><strong>产业链一体化趋势 (2024-12-11):</strong> 具备全产业链布局的企业优势明显，可能推动纵向兼并重组。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
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<!-- 风险与投资启示 -->
|
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<div class="bento-grid">
|
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<section class="glass-card p-8 col-span-12 lg:col-span-7">
|
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<h2 class="font-orbitron text-2xl font-bold text-indigo-300 text-glow mb-6">潜在风险与挑战</h2>
|
||
<div class="space-y-4 text-indigo-200">
|
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<div class="flex items-start">
|
||
<span class="text-red-400 text-xl mr-3">⚠️</span>
|
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<div>
|
||
<h4 class="font-semibold text-red-300">地方政府干预</h4>
|
||
<p class="text-sm">为保就业税收，可能对濒危企业进行不合理“救市”，形成“僵尸企业”，延缓市场化出清进程。</p>
|
||
</div>
|
||
</div>
|
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<div class="flex items-start">
|
||
<span class="text-amber-400 text-xl mr-3">⚠️</span>
|
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|
||
<h4 class="font-semibold text-amber-300">整合效果不及预期</h4>
|
||
<p class="text-sm">并购后的文化、技术、管理整合是巨大挑战，若协同效应无法实现，可能拖累收购方。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
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<span class="text-amber-400 text-xl mr-3">⚠️</span>
|
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<div>
|
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<h4 class="font-semibold text-amber-300">资产价值评估风险</h4>
|
||
<p class="text-sm">在行业价格剧烈波动期，可能为已落后或即将落后的技术产能支付过高对价。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<span class="text-purple-400 text-xl mr-3">⚠️</span>
|
||
<div>
|
||
<h4 class="font-semibold text-purple-300">技术路线站错队风险</h4>
|
||
<p class="text-sm">在N型技术快速迭代的当下，若大规模收购PERC产能，可能在未来迅速沦为新的“落后产能”。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
<section class="glass-card p-8 col-span-12 lg:col-span-5">
|
||
<h2 class="font-orbitron text-2xl font-bold text-indigo-300 text-glow mb-6">综合结论与投资启示</h2>
|
||
<div class="space-y-4">
|
||
<p class="text-indigo-100">光伏行业兼并重组已从主题炒作过渡到<strong class="text-cyan-300">基本面驱动的初期阶段</strong>。这是一个深刻的产业结构重塑过程，将贯穿未来1-2年。</p>
|
||
<div>
|
||
<h4 class="font-semibold text-purple-300 mb-2">最具投资价值的细分环节：</h4>
|
||
<ul class="list-disc list-inside space-y-1 text-sm text-indigo-200">
|
||
<li><strong>垂直一体化龙头：</strong>拥有强大现金流和成本优势，是整合的最终受益者。</li>
|
||
<li><strong>具备“壳价值”和转型预期的公司：</strong>市值小，通过并购切入高景气细分赛道，具备估值重塑潜力。</li>
|
||
<li><strong>下一代技术的核心材料/设备商：</strong>技术是最终护城河，深度绑定N型、0BB等路线，具备长期价值。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</div>
|
||
|
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<!-- 股票数据 -->
|
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|
||
<h2 class="font-orbitron text-3xl font-bold text-indigo-300 text-glow mb-8 text-center">关联个股分析</h2>
|
||
|
||
<div class="mb-12">
|
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<h3 class="text-xl font-bold text-indigo-200 mb-4">涨幅异动归因分析</h3>
|
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|
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|
||
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|
||
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|
||
<th>交易日期</th>
|
||
<th>涨跌幅</th>
|
||
<th class="w-2/3">核心驱动逻辑摘要</th>
|
||
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|
||
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|
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|
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|
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|
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|
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|
||
|
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<div>
|
||
<h3 class="text-xl font-bold text-indigo-200 mb-4">技术迭代驱动型（三减一增）</h3>
|
||
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|
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|
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|
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|
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|
||
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|
||
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|
||
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|
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|
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|
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|
||
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|
||
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|
||
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|
||
|
||
<!-- Footer -->
|
||
<footer class="text-center mt-16 text-xs text-slate-600">
|
||
<p>本报告由北京价值前沿科技有限公司 AI投研agent：“价小前投研” 合成。</p>
|
||
<p>数据来源：公开新闻、券商研报、路演纪要及市场数据。本报告为AI合成数据，仅供研究参考，不构成任何投资建议，投资需谨慎。</p>
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['2024-05-17', 1, '危机显现: 工信部座谈会，鼓励兼并重组'],
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||
['2024-07-24', 2, '政策支持: 财政部发布兼并重组税收优惠指引'],
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||
['2024-07-25', 3, '行业呼吁: 光伏协会王勃华表示调整"宜重宜快"'],
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['2024-07-26', 2, '案例出现: 金刚光伏申请重整'],
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['2024-08-19', 5, '标志性事件: 通威股份宣布并购润阳股份'],
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||
['2024-10-29', 4, '顶层设计: 十五五规划建议提及完善兼并重组制度'],
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||
['2024-12-31', 6, '政策背书: 中央财办韩文秀强调加大兼并重组力度'],
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['2025-06-10', 7, '行业共识: 协鑫朱共山倡议"三位一体"去产能'],
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['2025-10-29', 8, '深化落地: 17家龙头企业计划组建联合体'],
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{ "stock": "永和智控", "stock_code": "002795", "rise_rate": 10.08, "trade_date": "2025-08-05", "reason": "核心结论: 8月4日晚公告拟3.2亿元收购浙江某光伏跟踪支架公司70%股权，切入高景气赛道并显著增厚业绩，触发机构抢筹，次日一字涨停。" },
|
||
{ "stock": "弘元绿能", "stock_code": "603185", "rise_rate": 10.0, "trade_date": "2025-07-08", "reason": "核心结论: “92亿元三年期N型硅片长单公告+行业N型硅片量价齐升”共振，基本面拐点提前定价。拟参与无锡尚德预重整，具重组预期。" },
|
||
{ "stock": "海天股份", "stock_code": "603759", "rise_rate": 9.99, "trade_date": "2025-11-05", "reason": "核心结论: 因“拟现金收购贺利氏中国区光伏银浆资产”公告，实现从公用事业向高景气光伏辅材赛道的估值跃迁。" },
|
||
{ "stock": "申科股份", "stock_code": "002633", "rise_rate": 9.97, "trade_date": "2025-07-10", "reason": "核心结论: 公告拟收购净利2.8亿元、已获头部客户认证的光伏热场核心部件企业≥51%股权，触发重大资产重组。" },
|
||
{ "stock": "*ST恒久", "stock_code": "002808", "rise_rate": 5.02, "trade_date": "2025-07-18", "reason": "核心结论: 重大资产重组公告，拟收购上海憬芯科技取得控制权，向工商业分布式光伏领域战略转型。" },
|
||
{ "stock": "春兴精工", "stock_code": "002547", "rise_rate": 9.97, "trade_date": "2025-09-09", "reason": "核心结论: “二次司法拍卖时间表+起使易主从模糊预期变为可量化、可交割的看涨期权，具壳资源重组预期。" },
|
||
{ "stock": "亿晶光电", "stock_code": "600537", "rise_rate": 10.1, "trade_date": "2025-09-17", "reason": "核心结论: “无实际控制人+折价协议转让”导致32%表决权被三名新进自然人低价归边，市场博弈其后续举牌，触发壳价值重估。" },
|
||
{ "stock": "罗普斯金", "stock_code": "002333", "rise_rate": 10.08, "trade_date": "2025-11-05", "reason": "核心结论: 重大资产重组（收购中亿丰科技100%股权）通过交易所首轮审核，方案继续推进，资金抢筹。" },
|
||
{ "stock": "天宸股份", "stock_code": "600620", "rise_rate": 9.94, "trade_date": "2025-07-18", "reason": "核心结论: 公告拟注入高盈利光伏硅料/硅片资产并引入地方国资溢价受让老股，构成重大资产重组。" }
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{ "stock": "宇邦新材", "reason": "OBB工艺", "其他标签": "三减一增(减栅)", "stock_code": "301266" },
|
||
{ "stock": "广信材料", "reason": "OBB工艺", "其他标签": "三减一增(减栅)", "stock_code": "300537" },
|
||
{ "stock": "德邦科技", "reason": "OBB工艺", "其他标签": "三减一增(减栅)", "stock_code": "688035" },
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{ "stock": "高测股份", "reason": "硅片薄片化", "其他标签": "三减一增(减硅)", "stock_code": "688556" },
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{ "stock": "岱勒新材", "reason": "硅片薄片化", "其他标签": "三减一增(减硅)", "stock_code": "300700" },
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{ "stock": "芯碁微装", "reason": "银包铜", "其他标签": "三减一增(减银)", "stock_code": "688630" },
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{ "stock": "鹿山新材", "reason": "UV光转胶膜", "其他标签": "三减一增(一增)", "stock_code": "603051" }
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techTableBody.appendChild(row);
|
||
});
|
||
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |