443 lines
32 KiB
HTML
443 lines
32 KiB
HTML
<!DOCTYPE html>
|
||
<html lang="zh-CN" data-theme="night">
|
||
<head>
|
||
<meta charset="UTF-8">
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<title>工业设备更新 | 深度投研报告</title>
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
|
||
<style>
|
||
@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&family=Manrope:wght@300;400;500;600;700&display=swap');
|
||
|
||
body {
|
||
font-family: 'Manrope', 'Inter', sans-serif;
|
||
background-color: #030712;
|
||
background-image:
|
||
radial-gradient(circle at 15% 20%, rgba(29, 78, 216, 0.15) 0%, transparent 40%),
|
||
radial-gradient(circle at 85% 75%, rgba(147, 51, 234, 0.15) 0%, transparent 40%);
|
||
background-attachment: fixed;
|
||
color: #e5e7eb;
|
||
}
|
||
|
||
.glass-card {
|
||
background: rgba(17, 24, 39, 0.6);
|
||
backdrop-filter: blur(20px);
|
||
-webkit-backdrop-filter: blur(20px);
|
||
border: 1px solid rgba(255, 255, 255, 0.1);
|
||
transition: all 0.3s ease;
|
||
}
|
||
|
||
.glass-card:hover {
|
||
border: 1px solid rgba(255, 255, 255, 0.2);
|
||
box-shadow: 0 0 25px rgba(29, 78, 216, 0.2);
|
||
}
|
||
|
||
.bento-grid {
|
||
display: grid;
|
||
gap: 1.5rem;
|
||
grid-template-columns: repeat(12, 1fr);
|
||
}
|
||
|
||
.grid-span-12 { grid-column: span 12; }
|
||
.grid-span-8 { grid-column: span 12; }
|
||
.grid-span-7 { grid-column: span 12; }
|
||
.grid-span-6 { grid-column: span 12; }
|
||
.grid-span-5 { grid-column: span 12; }
|
||
.grid-span-4 { grid-column: span 12; }
|
||
|
||
@media (min-width: 1024px) {
|
||
.grid-span-8 { grid-column: span 8; }
|
||
.grid-span-7 { grid-column: span 7; }
|
||
.grid-span-6 { grid-column: span 6; }
|
||
.grid-span-5 { grid-column: span 5; }
|
||
.grid-span-4 { grid-column: span 4; }
|
||
}
|
||
|
||
.glow-divider {
|
||
height: 1px;
|
||
width: 100%;
|
||
background: linear-gradient(90deg, transparent, rgba(147, 51, 234, 0.5), transparent);
|
||
}
|
||
|
||
.timeline {
|
||
position: relative;
|
||
padding-left: 2.5rem;
|
||
}
|
||
.timeline::before {
|
||
content: '';
|
||
position: absolute;
|
||
left: 0.5rem;
|
||
top: 0;
|
||
bottom: 0;
|
||
width: 2px;
|
||
background: rgba(255, 255, 255, 0.1);
|
||
}
|
||
.timeline-item {
|
||
position: relative;
|
||
margin-bottom: 2rem;
|
||
}
|
||
.timeline-item:last-child {
|
||
margin-bottom: 0;
|
||
}
|
||
.timeline-dot {
|
||
position: absolute;
|
||
left: -2.25rem;
|
||
top: 0.25rem;
|
||
width: 1rem;
|
||
height: 1rem;
|
||
border-radius: 9999px;
|
||
background-color: #3b82f6;
|
||
border: 3px solid #1f2937;
|
||
box-shadow: 0 0 10px #3b82f6;
|
||
}
|
||
.table th, .table td {
|
||
border-bottom: 1px solid rgba(255, 255, 255, 0.1);
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="min-h-screen p-4 sm:p-6 lg:p-8">
|
||
<div class="max-w-screen-2xl mx-auto">
|
||
|
||
<!-- Header -->
|
||
<header class="mb-8 p-4 glass-card rounded-3xl flex justify-between items-center">
|
||
<div>
|
||
<h1 class="text-2xl md:text-3xl font-bold text-white tracking-wider">工业设备更新</h1>
|
||
<p class="text-sm text-gray-400">深度投研报告</p>
|
||
</div>
|
||
<div class="text-right">
|
||
<p class="font-semibold text-white">价小前投研</p>
|
||
<p class="text-xs text-gray-500">北京价值前沿科技有限公司 AI投研agent</p>
|
||
</div>
|
||
</header>
|
||
|
||
<!-- Main Content Grid -->
|
||
<main class="bento-grid">
|
||
|
||
<!-- Core Viewpoint -->
|
||
<section class="grid-span-7 glass-card rounded-3xl p-6 flex flex-col">
|
||
<h2 class="text-xl font-bold text-sky-300 mb-4">核心观点摘要</h2>
|
||
<p class="text-gray-300 leading-relaxed text-base">
|
||
“工业设备更新”是一轮由<span class="text-cyan-400 font-semibold">顶层政策设计</span>与<span class="text-purple-400 font-semibold">产业内生周期</span>双重共振驱动的中长期主题，当前正从政策宣贯期迈入<span class="font-bold text-white">资金落地与订单转化</span>的关键阶段。其核心驱动力在于通过财政加杠杆的方式，强制并激励企业进行以<span class="text-emerald-400">“高端化、智能化、绿色化、安全化”</span>为目标的资本开支，潜力巨大但释放节奏将呈现结构性、分批次的特征。
|
||
</p>
|
||
<div class="glow-divider my-6"></div>
|
||
<div id="investmentGrowthChart" class="w-full h-56 flex-grow"></div>
|
||
</section>
|
||
|
||
<!-- Catalyst Timeline -->
|
||
<section class="grid-span-5 glass-card rounded-3xl p-6">
|
||
<h2 class="text-xl font-bold text-sky-300 mb-6">概念催化时间轴</h2>
|
||
<div class="timeline">
|
||
<div class="timeline-item">
|
||
<div class="timeline-dot"></div>
|
||
<p class="text-sm font-semibold text-gray-400">2024年2月23日</p>
|
||
<h3 class="font-bold text-white">顶层定调</h3>
|
||
<p class="text-sm text-gray-300">中央财经委会议首次提出大规模设备更新，提升至国家战略高度。</p>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<div class="timeline-dot"></div>
|
||
<p class="text-sm font-semibold text-gray-400">2024年3月13日</p>
|
||
<h3 class="font-bold text-white">国家方案出台</h3>
|
||
<p class="text-sm text-gray-300">国务院印发《行动方案》，设定2027年设备投资增长25%以上目标。</p>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<div class="timeline-dot"></div>
|
||
<p class="text-sm font-semibold text-gray-400">2024年4月9日</p>
|
||
<h3 class="font-bold text-white">工业细则落地</h3>
|
||
<p class="text-sm text-gray-300">工信部等七部门发布工业领域实施方案，明确具体任务。</p>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<div class="timeline-dot"></div>
|
||
<p class="text-sm font-semibold text-gray-400">2024年5月-7月</p>
|
||
<h3 class="font-bold text-white">资金支持明确</h3>
|
||
<p class="text-sm text-gray-300">5000亿再贷款设立，3000亿超长期特别国债成为主要资金来源。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Core Logic & Market Perception -->
|
||
<section class="grid-span-8 glass-card rounded-3xl p-6" x-data="{ tab: 'logic' }">
|
||
<div class="tabs tabs-boxed bg-slate-800/50 mb-4">
|
||
<a class="tab" :class="{'tab-active': tab === 'logic'}" @click.prevent="tab = 'logic'">核心驱动力</a>
|
||
<a class="tab" :class="{'tab-active': tab === 'expectation'}" @click.prevent="tab = 'expectation'">预期差分析</a>
|
||
<a class="tab" :class="{'tab-active': tab === 'path'}" @click.prevent="tab = 'path'">未来发展路径</a>
|
||
</div>
|
||
|
||
<div x-show="tab === 'logic'" class="space-y-4 text-gray-300">
|
||
<div>
|
||
<h3 class="font-bold text-purple-300">1. 政策强制与激励双轮驱动</h3>
|
||
<p class="text-sm leading-relaxed">通过能效、环保、安全等标准提升形成“强制出清”压力（如化工老旧装置摸排年限从30年提前到<span class="font-semibold text-white">20年</span>），同时通过<span class="font-semibold text-white">3000亿国债</span>、<span class="font-semibold text-white">5000亿再贷款</span>及地方贴息等工具构成强力“激励”，是典型的“胡萝卜加大棒”组合。</p>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-bold text-purple-300">2. 产业周期的自然叠加</h3>
|
||
<p class="text-sm leading-relaxed">各类设备进入<span class="font-semibold text-white">8-15年</span>的自然更新周期，大量在2009-2014年经济刺激周期中投产的设备已进入老化期。政策是这一内生周期的“加速器”和“放大器”。</p>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-bold text-purple-300">3. 技术升级的内在需求</h3>
|
||
<p class="text-sm leading-relaxed">核心目标是“智改数转”，2027年数字化研发工具普及率超<span class="font-semibold text-white">90%</span>，关键工序数控化率超<span class="font-semibold text-white">75%</span>。这是向柔性生产线、无人工厂等新一代制造体系的系统性升级。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div x-show="tab === 'expectation'" class="space-y-4 text-gray-300">
|
||
<div>
|
||
<h3 class="font-bold text-amber-300">节奏预期差</h3>
|
||
<p class="text-sm leading-relaxed">市场可能高估短期见效速度。流程工业更新受生产连续性制约，需停工报批，订单兑现预计在<span class="font-semibold text-white">2024Q4或2025年</span>，存在时间差。</p>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-bold text-amber-300">范围预期差</h3>
|
||
<p class="text-sm leading-relaxed">市场初期关注工程机械、工业母机等，但政策细节显示，更细分领域（如沥青搅拌站）因量化指标（2027年更新≥60%）而具备更高弹性。此外，<span class="font-semibold text-white">“软硬件一体化”</span>和工业软件国产化的价值可能被低估。</p>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-bold text-amber-300">主体预期差</h3>
|
||
<p class="text-sm leading-relaxed">政策强调<span class="font-semibold text-white">央企</span>是主力军（未来五年总投资预计超3万亿），其相关产业链将率先受益，中小民企参与程度和受益时间点可能滞后。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div x-show="tab === 'path'" class="space-y-4 text-gray-300">
|
||
<div>
|
||
<h3 class="font-bold text-emerald-300">Phase 1 (2024-2025): 示范与启动期</h3>
|
||
<p class="text-sm leading-relaxed">由央国企和高耗能行业率先启动，以“节能降碳”和“安全生产”为切入点。标志是首批国债资金支持的<span class="font-semibold text-white">4600多个</span>项目大规模开工建设。</p>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-bold text-emerald-300">Phase 2 (2025-2026): 扩散与高峰期</h3>
|
||
<p class="text-sm leading-relaxed">政策效应向更多行业和中小企业扩散，“智改数转”成为主线。此阶段是实现<span class="font-semibold text-white">25%</span>投资增长目标的关键期和订单释放高峰。</p>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-bold text-emerald-300">Phase 3 (2027及以后): 标准化与常态化</h3>
|
||
<p class="text-sm leading-relaxed">完成2027年目标，形成新的设备能效、安全、智能化标准体系，设备更新从一次性政策运动转变为常态化、周期性行为。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Funding & Policy -->
|
||
<section class="grid-span-4 glass-card rounded-3xl p-6 flex flex-col">
|
||
<h2 class="text-xl font-bold text-sky-300 mb-4">政策与资金支持</h2>
|
||
<p class="text-sm text-gray-300 mb-4">多渠道、强有力的资金支持是本轮设备更新的核心保障。</p>
|
||
<div id="fundingChart" class="w-full h-64 flex-grow"></div>
|
||
<ul class="space-y-2 mt-4 text-sm text-gray-300">
|
||
<li><span class="text-cyan-400 font-semibold">国债支持：</span>安排约3000亿元超长期特别国债，已下达1500亿支持4600多个项目。</li>
|
||
<li><span class="text-cyan-400 font-semibold">再贷款：</span>央行设立5000亿元科技创新和技术改造再贷款，利率1.75%。</li>
|
||
<li><span class="text-cyan-400 font-semibold">财政贴息：</span>中央及地方政府提供贷款贴息，降低企业融资成本。</li>
|
||
</ul>
|
||
</section>
|
||
|
||
<!-- Industry Focus & Renewal Elasticity -->
|
||
<section class="grid-span-6 glass-card rounded-3xl p-6 flex flex-col">
|
||
<h2 class="text-xl font-bold text-sky-300 mb-4">重点行业与更新弹性</h2>
|
||
<p class="text-sm text-gray-300 mb-4">政策聚焦钢铁、石化、电力、机械等重点行业，不同设备类型的更新周期和潜在需求弹性差异显著。</p>
|
||
<div id="elasticityChart" class="w-full h-96 flex-grow"></div>
|
||
</section>
|
||
|
||
<!-- Key Investment Segments & Risks -->
|
||
<section class="grid-span-6 glass-card rounded-3xl p-6" x-data="{ open: false }">
|
||
<h2 class="text-xl font-bold text-sky-300 mb-4">投资启示与潜在风险</h2>
|
||
<div class="space-y-4">
|
||
<div>
|
||
<h3 class="font-semibold text-emerald-300 text-lg">最具投资价值的细分环节</h3>
|
||
<ul class="list-disc list-inside space-y-2 mt-2 text-sm text-gray-300">
|
||
<li><strong class="text-white">“高弹性+高确定性”细分设备：</strong>如沥青搅拌站、防爆装备、高能效工业锅炉等被政策明确量化的专用设备。</li>
|
||
<li><strong class="text-white">“国产替代”核心零部件：</strong>如高端数控系统、高压液压件、特种阀门等，享受需求增长和份额提升双重红利。</li>
|
||
<li><strong class="text-white">“软硬一体”解决方案商：</strong>提供硬件及配套工业软件、智能控制系统的公司，产品附加值和客户粘性更高。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="glow-divider my-4"></div>
|
||
<div>
|
||
<button @click="open = !open" class="flex justify-between items-center w-full">
|
||
<h3 class="font-semibold text-rose-400 text-lg">潜在风险与挑战</h3>
|
||
<svg :class="{'rotate-180': open}" class="w-5 h-5 transition-transform" xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor">
|
||
<path stroke-linecap="round" stroke-linejoin="round" d="m19.5 8.25-7.5 7.5-7.5-7.5" />
|
||
</svg>
|
||
</button>
|
||
<div x-show="open" x-collapse class="mt-2 text-sm text-gray-300 space-y-2">
|
||
<p><strong class="text-white">政策与执行风险：</strong>政策推进进度、地方配套、企业实际申请意愿等环节可能存在堵点。</p>
|
||
<p><strong class="text-white">经济周期风险：</strong>若宏观经济下行，企业投资意愿和能力会受抑制，导致政策效果打折扣。</p>
|
||
<p><strong class="text-white">技术风险：</strong>高端设备领域，国产技术与海外仍有差距，可能影响高端更新的国产化进程。</p>
|
||
<p><strong class="text-white">节奏矛盾风险：</strong>“宏观急、微观稳”的节奏矛盾是投资者需注意的核心风险，若按政策发布时点期待业绩爆发，可能面临阶段性证伪。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Market Movers Case Studies -->
|
||
<section class="grid-span-12 glass-card rounded-3xl p-6">
|
||
<h2 class="text-xl font-bold text-sky-300 mb-6">市场异动案例分析</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
|
||
<!-- Case 1: 南方路机 -->
|
||
<div class="border border-purple-500/30 rounded-2xl p-4 bg-slate-900/50" x-data="{ expanded: false }">
|
||
<h3 class="font-bold text-lg text-white">南方路机 (603280)</h3>
|
||
<p class="text-sm text-purple-300 mb-2">政策量化下的高弹性典范</p>
|
||
<p class="text-xs text-gray-300 leading-relaxed">
|
||
<strong>核心结论:</strong> 工信部方案首次量化“沥青/干混站2027年更新≥60%”，公司作为该领域龙头，主营业务直接受益，产能利用率仅55%，业绩弹性最大，引发市场资金抢筹。
|
||
</p>
|
||
<div x-show="expanded" x-collapse class="text-xs text-gray-400 mt-2 space-y-1">
|
||
<p><strong>驱动逻辑：</strong>政策指标精准匹配+基建水利项目催化+小市值高弹性。</p>
|
||
<p><strong>基本面验证：</strong>Q1在手订单同比+45%，其中设备更新类订单占比首次过半，验证了政策向订单的转化。</p>
|
||
</div>
|
||
<button @click="expanded = !expanded" class="text-xs text-purple-400 hover:text-white mt-2" x-text="expanded ? '收起详情' : '展开详情'"></button>
|
||
</div>
|
||
|
||
<!-- Case 2: 福事特 -->
|
||
<div class="border border-cyan-500/30 rounded-2xl p-4 bg-slate-900/50" x-data="{ expanded: false }">
|
||
<h3 class="font-bold text-lg text-white">福事特 (301446)</h3>
|
||
<p class="text-sm text-cyan-300 mb-2">国产替代下的“三箭齐发”</p>
|
||
<p class="text-xs text-gray-300 leading-relaxed">
|
||
<strong>核心结论:</strong> “工业母机更新补贴”首次将高压液压元件纳入目录，公司同步公告扩产、锁价订单及省级保费补贴，三则增量信息集中释放，引发资金对未来盈利的重新定价。
|
||
</p>
|
||
<div x-show="expanded" x-collapse class="text-xs text-gray-400 mt-2 space-y-1">
|
||
<p><strong>驱动逻辑：</strong>政策目录扩容+省级补贴增厚利润+产能扩张及订单锁定。</p>
|
||
<p><strong>基本面验证：</strong>扩产项目40%产能已被龙头锁价锁量，为未来业绩增长提供了高确定性。</p>
|
||
</div>
|
||
<button @click="expanded = !expanded" class="text-xs text-cyan-400 hover:text-white mt-2" x-text="expanded ? '收起详情' : '展开详情'"></button>
|
||
</div>
|
||
|
||
<!-- Case 3: 拓山重工 -->
|
||
<div class="border border-emerald-500/30 rounded-2xl p-4 bg-slate-900/50" x-data="{ expanded: false }">
|
||
<h3 class="font-bold text-lg text-white">拓山重工 (001226)</h3>
|
||
<p class="text-sm text-emerald-300 mb-2">行业周期与政策共振</p>
|
||
<p class="text-xs text-gray-300 leading-relaxed">
|
||
<strong>核心结论:</strong> 在3000亿设备更新补贴、6月挖机销量转正、国三工程机械淘汰的三重刺激下，资金集中攻击工程机械板块，公司作为小市值高弹性标的被选为补涨龙头。
|
||
</p>
|
||
<div x-show="expanded" x-collapse class="text-xs text-gray-400 mt-2 space-y-1">
|
||
<p><strong>驱动逻辑：</strong>宏观政策补贴+行业数据拐点+存量替换需求。</p>
|
||
<p><strong>市场行为：</strong>在板块整体向好时，资金倾向于选择流通市值小、弹性大的标的进行攻击，放大收益。</p>
|
||
</div>
|
||
<button @click="expanded = !expanded" class="text-xs text-emerald-400 hover:text-white mt-2" x-text="expanded ? '收起详情' : '展开详情'"></button>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock List -->
|
||
<section class="grid-span-12 glass-card rounded-3xl p-6">
|
||
<h2 class="text-xl font-bold text-sky-300 mb-4">相关股票列表</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full text-sm">
|
||
<thead class="text-gray-300">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>细分领域</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="bg-slate-900/50"><td colspan="4" class="font-bold text-base text-purple-300">工业母机 & 数控机床</td></tr>
|
||
<tr><td>创世纪</td><td><a href="https://valuefrontier.cn/company?scode=300083" target="_blank" class="link link-hover text-sky-400">300083</a></td><td>工业设备更新</td><td><div class="badge badge-outline badge-primary">工业母机</div></td></tr>
|
||
<tr><td>科德数控</td><td><a href="https://valuefrontier.cn/company?scode=688305" target="_blank" class="link link-hover text-sky-400">688305</a></td><td>工业设备更新</td><td><div class="badge badge-outline badge-primary">工业母机</div></td></tr>
|
||
<tr><td>华中数控</td><td><a href="https://valuefrontier.cn/company?scode=300161" target="_blank" class="link link-hover text-sky-400">300161</a></td><td>工业设备更新</td><td><div class="badge badge-outline badge-primary">工业母机</div></td></tr>
|
||
<tr><td>秦川机床</td><td><a href="https://valuefrontier.cn/company?scode=000837" target="_blank" class="link link-hover text-sky-400">000837</a></td><td>工业设备更新</td><td><div class="badge badge-outline badge-primary">工业母机</div></td></tr>
|
||
<tr><td>纽威数控</td><td><a href="https://valuefrontier.cn/company?scode=688697" target="_blank" class="link link-hover text-sky-400">688697</a></td><td>工业设备更新</td><td><div class="badge badge-outline badge-secondary">数控机床</div></td></tr>
|
||
<tr><td>德恩精工</td><td><a href="https://valuefrontier.cn/company?scode=300780" target="_blank" class="link link-hover text-sky-400">300780</a></td><td>工业设备更新</td><td><div class="badge badge-outline badge-secondary">数控机床</div></td></tr>
|
||
<tr class="bg-slate-900/50"><td colspan="4" class="font-bold text-base text-purple-300">专用设备 & 核心部件</td></tr>
|
||
<tr><td>建设机械</td><td><a href="https://valuefrontier.cn/company?scode=600984" target="_blank" class="link link-hover text-sky-400">600984</a></td><td>工业设备更新</td><td><div class="badge badge-outline badge-accent">专用设备</div></td></tr>
|
||
<tr><td>蓝科高新</td><td><a href="https://valuefrontier.cn/company?scode=601798" target="_blank" class="link link-hover text-sky-400">601798</a></td><td>工业设备更新</td><td><div class="badge badge-outline badge-info">工业设备</div></td></tr>
|
||
<tr><td>邵阳液压</td><td><a href="https://valuefrontier.cn/company?scode=301079" target="_blank" class="link link-hover text-sky-400">301079</a></td><td>工业设备更新</td><td><div class="badge badge-outline badge-accent">专用设备</div></td></tr>
|
||
<tr><td>威博液压</td><td><a href="https://valuefrontier.cn/company?scode=920245" target="_blank" class="link link-hover text-sky-400">920245</a></td><td>工业设备更新</td><td><div class="badge badge-outline badge-accent">专用设备</div></td></tr>
|
||
<tr><td>恒进感应</td><td><a href="https://valuefrontier.cn/company?scode=920870" target="_blank" class="link link-hover text-sky-400">920870</a></td><td>工业设备更新</td><td><div class="badge badge-outline badge-primary">工业母机</div></td></tr>
|
||
<tr class="bg-slate-900/50"><td colspan="4" class="font-bold text-base text-purple-300">物流 & 包装 & 纺织设备</td></tr>
|
||
<tr><td>诺力股份</td><td><a href="https://valuefrontier.cn/company?scode=603611" target="_blank" class="link link-hover text-sky-400">603611</a></td><td>工业设备更新</td><td><div class="badge badge-outline badge-warning">物流设备</div></td></tr>
|
||
<tr><td>北自科技</td><td><a href="https://valuefrontier.cn/company?scode=603082" target="_blank" class="link link-hover text-sky-400">603082</a></td><td>工业设备更新</td><td><div class="badge badge-outline badge-warning">物流设备</div></td></tr>
|
||
<tr><td>永创智能</td><td><a href="https://valuefrontier.cn/company?scode=603901" target="_blank" class="link link-hover text-sky-400">603901</a></td><td>工业设备更新</td><td><div class="badge badge-outline badge-error">包装设备</div></td></tr>
|
||
<tr><td>杰克股份</td><td>-</td><td>工业设备更新</td><td><div class="badge badge-outline badge-success">纺织设备</div></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
|
||
<!-- Footer -->
|
||
<footer class="mt-8 text-center text-xs text-gray-500 py-4">
|
||
<p>北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
|
||
<p>本报告为AI合成数据，不构成任何投资建议，投资需谨慎。</p>
|
||
</footer>
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
// Investment Growth Chart
|
||
var investmentChart = echarts.init(document.getElementById('investmentGrowthChart'));
|
||
var investmentOption = {
|
||
title: { text: '2027年设备投资规模目标', left: 'center', textStyle: { color: '#e5e7eb', fontSize: 16 } },
|
||
tooltip: { trigger: 'axis', backgroundColor: 'rgba(17, 24, 39, 0.8)', borderColor: 'rgba(255,255,255,0.2)', textStyle: { color: '#fff' } },
|
||
grid: { left: '3%', right: '4%', bottom: '3%', containLabel: true },
|
||
xAxis: { type: 'category', data: ['2023年', '2027年目标'], axisLine: { lineStyle: { color: 'rgba(255,255,255,0.3)' } } },
|
||
yAxis: { type: 'value', name: '相对规模', axisLabel: { formatter: '{value} %' }, splitLine: { lineStyle: { color: 'rgba(255,255,255,0.1)' } }, axisLine: { lineStyle: { color: 'rgba(255,255,255,0.3)' } } },
|
||
series: [{
|
||
name: '投资规模',
|
||
type: 'bar',
|
||
barWidth: '40%',
|
||
data: [100, 125],
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||
{ offset: 0, color: '#60a5fa' },
|
||
{ offset: 1, color: '#3b82f6' }
|
||
])
|
||
},
|
||
label: { show: true, position: 'top', formatter: '+{c}%', color: '#fff' }
|
||
}]
|
||
};
|
||
investmentChart.setOption(investmentOption);
|
||
investmentOption.series[0].data[1].label = { show: true, position: 'top', formatter: '≥125%', color: '#fff' };
|
||
investmentChart.setOption(investmentOption);
|
||
|
||
|
||
// Funding Chart
|
||
var fundingChart = echarts.init(document.getElementById('fundingChart'));
|
||
var fundingOption = {
|
||
title: { text: '核心资金来源', left: 'center', textStyle: { color: '#e5e7eb', fontSize: 16 } },
|
||
tooltip: { trigger: 'item', backgroundColor: 'rgba(17, 24, 39, 0.8)', borderColor: 'rgba(255,255,255,0.2)', textStyle: { color: '#fff' } },
|
||
legend: { bottom: '0', textStyle: { color: '#9ca3af' } },
|
||
series: [{
|
||
name: '资金来源',
|
||
type: 'pie',
|
||
radius: ['45%', '70%'],
|
||
avoidLabelOverlap: false,
|
||
itemStyle: { borderRadius: 10, borderColor: '#030712', borderWidth: 2 },
|
||
label: { show: false, position: 'center' },
|
||
emphasis: { label: { show: true, fontSize: '18', fontWeight: 'bold' } },
|
||
labelLine: { show: false },
|
||
data: [
|
||
{ value: 3000, name: '超长期国债', itemStyle: { color: '#a78bfa' } },
|
||
{ value: 5000, name: '央行再贷款', itemStyle: { color: '#38bdf8' } },
|
||
{ value: 2000, name: '地方财政及其他', itemStyle: { color: '#4ade80' } } // Estimated
|
||
]
|
||
}]
|
||
};
|
||
fundingChart.setOption(fundingOption);
|
||
|
||
// Elasticity Chart
|
||
var elasticityChart = echarts.init(document.getElementById('elasticityChart'));
|
||
var elasticityOption = {
|
||
title: { text: '部分设备理论更新弹性测算(%)', textStyle: { color: '#e5e7eb', fontSize: 16 }, left: 'center' },
|
||
tooltip: { trigger: 'axis', axisPointer: { type: 'shadow' }, backgroundColor: 'rgba(17, 24, 39, 0.8)', borderColor: 'rgba(255,255,255,0.2)', textStyle: { color: '#fff' } },
|
||
grid: { left: '3%', right: '4%', bottom: '3%', containLabel: true },
|
||
xAxis: { type: 'value', boundaryGap: [0, 0.01], splitLine: { lineStyle: { color: 'rgba(255,255,255,0.1)' } }, axisLine: { lineStyle: { color: 'rgba(255,255,255,0.3)' } } },
|
||
yAxis: {
|
||
type: 'category',
|
||
data: ['搅拌车', '货车', '机床', '塔式起重机', '农机', '轮式起重机', '机车', '挖掘机', '船舶', '电梯'],
|
||
axisLine: { lineStyle: { color: 'rgba(255,255,255,0.3)' } }
|
||
},
|
||
series: [{
|
||
name: '更新弹性',
|
||
type: 'bar',
|
||
data: [193, 136, 131, 122, 92, 54, 51, 46, 30, 26],
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(1, 0, 0, 0, [
|
||
{ offset: 0, color: '#14b8a6' },
|
||
{ offset: 1, color: '#06b6d4' }
|
||
])
|
||
},
|
||
label: { show: true, position: 'right', color: '#fff' }
|
||
}]
|
||
};
|
||
elasticityChart.setOption(elasticityOption);
|
||
|
||
window.addEventListener('resize', function () {
|
||
investmentChart.resize();
|
||
fundingChart.resize();
|
||
elasticityChart.resize();
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |