474 lines
34 KiB
HTML
474 lines
34 KiB
HTML
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<title>深度研报：高温概念</title>
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<body class="min-h-screen">
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<div class="bg-space"></div>
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<div class="container mx-auto p-4 md:p-8">
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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-6xl font-bold mb-4 title-glow">深度研报：高温概念</h1>
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<p class="text-sm text-gray-400">
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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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</p>
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<p class="text-xs text-gray-500 mt-1">本报告为AI合成数据，投资需谨慎。</p>
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</header>
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<!-- Insight Section -->
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<main class="space-y-12">
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<!-- Core Viewpoint -->
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<section class="glass-card rounded-3xl p-8">
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<h2 class="text-2xl font-bold mb-4 text-cyan-300 text-glow flex items-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9.663 17h4.673M12 3v1m6.364 1.636l-.707.707M21 12h-1M4 12H3m3.343-5.657l-.707-.707m2.828 9.9a5 5 0 117.072 0l-.548.547A3.374 3.374 0 0014 18.469V19a2 2 0 11-4 0v-.531c0-.895-.356-1.754-.988-2.386l-.548-.547z" /></svg>
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核心观点摘要
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</h2>
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<p class="text-gray-300 leading-relaxed">
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“高温概念”是一个被市场标签化、但内涵深刻分化的复合型主题。它既包含由全球气候变暖驱动的、具备高确定性和周期性的
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<span class="font-semibold text-sky-400">“避暑经济”</span>赛道（电力、制冷、防晒），也囊括了代表国家战略科技力量、具备高壁垒和长期成长潜力的
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<span class="font-semibold text-fuchsia-400">“尖端工业”</span>赛道（高温材料、高温核能）。当前市场的主要关注点仍在前者，而后者正通过关键项目落地和订单突破，展现出从0到1的巨大预期差和投资价值。
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</p>
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</section>
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<!-- Charts Section -->
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<section class="bento-grid">
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<div class="bento-item glass-card md:col-span-2">
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<h3>
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<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 mr-2" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 19v-6a2 2 0 00-2-2H5a2 2 0 00-2 2v6a2 2 0 002 2h2a2 2 0 002-2zm0 0V9a2 2 0 012-2h2a2 2 0 012 2v10m-6 0a2 2 0 002 2h2a2 2 0 002-2m0 0V5a2 2 0 012-2h2a2 2 0 012 2v14a2 2 0 01-2 2h-2a2 2 0 01-2-2z" /></svg>
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高温概念板块 vs. 沪指涨幅对比 (6月以来)
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</h3>
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<div id="barChart" style="width: 100%; height: 300px;"></div>
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</div>
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<div class="bento-item glass-card">
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<h3>
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<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 mr-2" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M11 3.055A9.001 9.001 0 1020.945 13H11V3.055z" /><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M20.488 9H15V3.512A9.025 9.025 0 0120.488 9z" /></svg>
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代表性标的行业分布
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</h3>
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<div id="pieChart" style="width: 100%; height: 300px;"></div>
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</div>
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</section>
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<!-- Concept Evolution -->
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<section class="space-y-6">
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<h2 class="text-2xl font-bold text-cyan-300 text-glow flex items-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 10V3L4 14h7v7l9-11h-7z" /></svg>
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概念事件与双重叙事
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="glass-card rounded-2xl p-6">
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<h3 class="font-semibold text-lg mb-3 text-sky-400">一、气候变暖驱动的季节性主题</h3>
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<ul class="list-disc list-inside space-y-2 text-gray-300">
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<li><span class="font-bold">背景:</span> 全球性高温“炙烤”，中国及海外多地刷新高温纪录。</li>
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<li><span class="font-bold">市场催化 (6月-7月):</span> 高温过程进入鼎盛期，A股“高温概念”板块被点燃，6月以来平均涨幅<span class="text-green-400 font-mono">4.49%</span>，跑赢沪指。</li>
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<li><span class="font-bold">市场共识:</span> 聚焦三大赛道：<span class="badge badge-info badge-outline">电力</span>、<span class="badge badge-primary badge-outline">制冷</span>、<span class="badge badge-secondary badge-outline">防晒</span>。</li>
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<li><span class="font-bold">热度演进:</span> 2月研报前瞻性关注，4-6月路演强化逻辑，5月概念热度周环比激增<span class="text-red-400 font-mono">+85.91%</span>。</li>
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</ul>
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</div>
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<div class="glass-card rounded-2xl p-6">
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<h3 class="font-semibold text-lg mb-3 text-fuchsia-400">二、新质生产力驱动的科技主题</h3>
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<ul class="list-disc list-inside space-y-2 text-gray-300">
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<li><span class="font-bold">背景:</span> 围绕国家战略性新兴产业，多个“高温”尖端技术进入产业化初期。</li>
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<li><span class="font-bold">高温气冷堆:</span> 第四代核能技术，可输出<span class="font-bold text-orange-400">500℃高温蒸汽</span>，佳电股份手握主氦风机<span class="font-mono">75%</span>份额。</li>
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<li><span class="font-bold">高温合金:</span> 航空发动机、燃气轮机核心材料，典型的“军工新材料”。</li>
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<li><span class="font-bold">高温超导:</span> 可控核聚变关键，ITER追加<span class="font-mono">320km</span>订单，产业化加速。</li>
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</ul>
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</div>
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</div>
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</section>
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<!-- Core Logic and Market Perception -->
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<section class="glass-card rounded-3xl p-8">
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<h2 class="text-2xl font-bold mb-4 text-cyan-300 text-glow flex items-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M17.657 18.657A8 8 0 016.343 7.343S7 9 9 10c0-2 .5-5 2.986-7C14 5 16.09 5.777 17.657 7.343A8 8 0 0117.657 18.657z" /><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9.343 12.343A8 8 0 0119.657 2.029a1 1 0 011.414 1.414A8 8 0 0112.343 9.343m0 3a1 1 0 01-1.414-1.414 3 3 0 114.243-4.243 1 1 0 011.414 1.414A5 5 0 009.343 12.343z" /></svg>
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核心逻辑与市场认知分析
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</h2>
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<div class="space-y-6">
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<div>
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<h3 class="font-semibold text-lg text-white mb-2">核心驱动力：</h3>
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<p><strong class="text-sky-400">1. 气候常态化驱动 (天气维度):</strong> 全球变暖使极端高温成年度常态，逻辑简单直接，拉动能源消耗与降温消费。</p>
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<p><strong class="text-fuchsia-400">2. 技术与安全驱动 (工业维度):</strong> 源于国家能源安全、国防军工、前沿科技的自主可控战略，由国家意志和产业升级双轮驱动，具长期性和高壁垒。</p>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-white mb-2">市场热度与情绪：</h3>
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<p><strong class="text-sky-400">天气维度:</strong> 呈<span class="font-bold">脉冲式</span>特征，与气温曲线高度相关，情绪偏向短期交易型。热度随气温回落而快速消散 (如1月热度下降<span class="text-red-500 font-mono">-23.34%</span>)。</p>
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<p><strong class="text-fuchsia-400">工业维度:</strong> 关注度集中于专业机构，情绪更<span class="font-bold">理性、长期</span>，由具体技术突破、订单落地驱动，讨论更专业深入。</p>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-white mb-2">预期差分析：</h3>
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<p class="text-yellow-300 font-bold">最大的预期差在于概念定义与价值核心的错位。</p>
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<ul class="list-disc list-inside space-y-1 pl-4 text-gray-300">
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<li>市场普遍认知将“高温概念”等同于“天气热了买电力、买空调”，忽略了附加值更高、空间更广的工业高温领域。</li>
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<li>工业高温主题一旦技术突破，订单（如佳电股份<span class="font-mono text-green-400">16亿元</span>订单）是长期的、高确定性的，业绩兑现可见度远高于天气主题。</li>
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<li>涨停分析数据验证了工业高温赛道的价值，证伪了“高温概念的核心仅是天气炒作”的片面认知。</li>
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</ul>
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</div>
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</div>
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</section>
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<!-- Industry Chain & Core Companies -->
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<section>
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<h2 class="text-2xl font-bold mb-6 text-cyan-300 text-glow flex items-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 11H5m14 0a2 2 0 012 2v6a2 2 0 01-2 2H5a2 2 0 01-2-2v-6a2 2 0 012-2m14 0V9a2 2 0 00-2-2M5 11V9a2 2 0 012-2m0 0V5a2 2 0 012-2h6a2 2 0 012 2v2M7 7h10" /></svg>
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产业链与核心公司深度剖析
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</h2>
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<div class="bento-grid">
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<div class="bento-item glass-card">
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<h3>天气驱动产业链</h3>
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<p><strong>上游:</strong> 煤炭、天然气、制冷剂</p>
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<p><strong>中游:</strong> 电力生产 (火电/水电/绿电)、制冷设备 (空调/压缩机)、防晒用品</p>
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<p><strong>下游:</strong> 居民及工商业用户</p>
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</div>
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<div class="bento-item glass-card">
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<h3>工业/科技驱动产业链</h3>
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<p><strong>上游:</strong> 镍、铬、钴、稀土等关键金属</p>
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<p><strong>中游:</strong> 高温材料制备 (高温合金/超导)、核心部件制造 (主氦风机/磁体)</p>
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<p><strong>下游:</strong> 航空航天、核电、可控核聚变、AI数据中心</p>
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</div>
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<div class="bento-item glass-card md:col-span-2 lg:col-span-3">
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<h3>核心玩家对比</h3>
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<ul class="space-y-2">
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<li><strong>天气主题领导者 - 长江电力(600900):</strong> 水电龙头，成本几乎不受燃料价格影响，最大化享受夏季高电价红利，逻辑纯粹性高。</li>
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<li><strong>工业主题确定性领导者 - 佳电股份(000922):</strong> 高温气冷堆主氦风机<span class="font-mono text-green-400">75%</span>市占率，技术独占，订单明确，业绩可见度高，逻辑最硬。</li>
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<li><strong>工业主题潜力追赶者 - 永鼎股份(600105):</strong> A股稀缺二代高温超导带材量产商，处产业化爆发前夜(0到1)，远期市场空间巨大（毛利率超<span class="font-mono text-green-400">60%</span>），估值弹性高。</li>
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</ul>
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</div>
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</div>
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</section>
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<!-- Conclusion -->
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<section class="glass-card rounded-3xl p-8">
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<h2 class="text-2xl font-bold mb-4 text-cyan-300 text-glow flex items-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M5 3v4M3 5h4M6 17v4m-2-2h4m5-12v4m-2-2h4m5 4v4m-2-2h4M5 3a2 2 0 00-2 2v1h4V5a2 2 0 00-2-2zm0 16a2 2 0 00-2 2v1h4v-1a2 2 0 00-2-2zm0-7a2 2 0 00-2 2v1h4v-1a2 2 0 00-2-2zm12-5a2 2 0 00-2 2v1h4V5a2 2 0 00-2-2z" /></svg>
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综合结论与投资启示
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</h2>
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<div class="space-y-4">
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<p><strong class="text-white">最终看法:</strong> “高温概念”正经历从单一主题炒作向<span class="font-semibold text-yellow-300">双轨基本面驱动的演变</span>。天气驱动的“避暑经济”进入业绩验证阶段，而技术驱动的“尖端工业”处于产业化黎明期，是更具长期投资价值的黄金赛道。</p>
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<div>
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<h3 class="font-semibold text-lg text-white mb-2">最具投资价值的细分环节：</h3>
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<ol class="list-decimal list-inside space-y-1 pl-4 text-gray-300">
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<li><strong class="text-fuchsia-400">工业高温材料:</strong> 尤其是高温超导带材和高温合金，是多个万亿级未来产业的基石，技术壁垒和市场稀缺性极高。</li>
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<li><strong class="text-sky-400">新型电力系统配套:</strong> 在高温导致电力负荷波动加大的背景下，虚拟电厂、储能等环节的商业模式和长期价值将愈发清晰。</li>
|
||
</ol>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Supporting Data -->
|
||
<section class="space-y-4" x-data="{ open: '' }">
|
||
<h2 class="text-2xl font-bold text-cyan-300 text-glow">研报数据支撑</h2>
|
||
<div class="collapse collapse-plus glass-card rounded-2xl">
|
||
<input type="radio" name="my-accordion-3" @click="open = (open === 'news' ? '' : 'news')" />
|
||
<div class="collapse-title text-xl font-medium">新闻数据摘要</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc space-y-2 pl-5 text-gray-300">
|
||
<li><strong>市场表现:</strong> 6月以来，126家“高温概念”公司股价平均涨幅<span class="font-bold text-green-400">4.49%</span>，超同期沪指(3.73%)。其中防晒(<span class="font-bold text-green-400">~7%</span>) > 制冷(<span class="font-bold text-green-400">4.93%</span>) > 电力(<span class="font-bold text-green-400">4.25%</span>)。</li>
|
||
<li><strong>全球高温实况:</strong> 中国多地发布高温红/橙色预警，气温破40℃。日本、欧洲、巴西等多地高温破历史纪录。</li>
|
||
<li><strong>持续时间:</strong> 上海、杭州、重庆、江西等地高温日数创历史或接近历史极值。</li>
|
||
<li><strong>影响与应对:</strong> 影响农业（日本水稻危机）、健康（巴基斯坦急诊激增），拉动电力需求。各地发布预警，采取应对措施。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass-card rounded-2xl">
|
||
<input type="radio" name="my-accordion-3" @click="open = (open === 'roadshow' ? '' : 'roadshow')" />
|
||
<div class="collapse-title text-xl font-medium">路演数据精要</div>
|
||
<div class="collapse-content">
|
||
<p class="mb-2 text-gray-300">路演内容揭示了“高温”概念的两大分支：</p>
|
||
<ul class="list-disc space-y-2 pl-5 text-gray-300">
|
||
<li><strong class="text-sky-400">天气与气候高温:</strong> 多次会议（海通煤炭、四川电力分析、长江新型电力系统）讨论了高温对能源（煤炭、电力）需求、电网负荷的直接影响，是明确的季节性投资主题。预测华南、西南高温日数或创新高。</li>
|
||
<li><strong class="text-fuchsia-400">工业与科技高温:</strong> 涉及前沿技术和关键材料，是“新质生产力”代表。
|
||
<ul class="list-circle space-y-1 pl-5 mt-1">
|
||
<li><strong>高温气冷堆:</strong> 东华能源探讨应用，可输出500℃蒸汽。</li>
|
||
<li><strong>高温合金:</strong> 振华股份涉及，用于燃气轮机热障涂层。</li>
|
||
<li><strong>高温超导:</strong> 永鼎股份路演重点，用于可控核聚变，毛利率超60%。</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass-card rounded-2xl">
|
||
<input type="radio" name="my-accordion-3" @click="open = (open === 'research' ? '' : 'research')" />
|
||
<div class="collapse-title text-xl font-medium">研报观点汇总</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc space-y-2 pl-5 text-gray-300">
|
||
<li><strong>明确投资方向:</strong> 2024年2月5日研报明确将<span class="font-bold">「高温概念」列为重点关注方向</span>，并筛选出华润电力、内蒙华电等15只高息股。</li>
|
||
<li><strong>市场热度追踪:</strong> 2024年5月20日研报显示，高温概念位列“上周热度上升前十的概念”第十位，热度变化值达<span class="font-bold text-red-400">+85.91%</span>。而1月29日研报则显示其为“热度下降前十的概念”，热度变化-23.34%，体现其季节性脉冲特征。</li>
|
||
<li><strong>消费关联:</strong> 多份研报指出，春节期间<span class="font-bold">气温较高</span>是推动旅游和消费意愿的<span class="font-bold">关键利好条件</span>。</li>
|
||
<li><strong>潜在延伸:</strong> 研报提及AI算力中心产生<span class="font-bold">高热</span>，直接带动对散热技术、温控系统的需求，可延伸至数据中心温控、芯片散热材料等产业链。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data -->
|
||
<section>
|
||
<h2 class="text-2xl font-bold mb-6 text-cyan-300 text-glow flex items-center">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 17v-2m3 2v-4m3 4v-6m2 10H7a2 2 0 01-2-2V5a2 2 0 012-2h5.586a1 1 0 01.707.293l5.414 5.414a1 1 0 01.293.707V19a2 2 0 01-2 2z" /></svg>
|
||
概念关联标的
|
||
</h2>
|
||
|
||
<div class="space-y-8">
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-sky-400">“天气驱动”产业链核心标的</h3>
|
||
<div class="overflow-x-auto glass-card rounded-2xl">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>细分赛道</th>
|
||
<th>核心逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="bg-sky-900/30"><td colspan="4" class="font-bold text-center text-sky-300">电 力</td></tr>
|
||
<tr><td>皖能电力</td><td><a href="https://valuefrontier.cn/company?scode=000543" target="_blank">000543</a></td><td>电力</td><td>火电</td></tr>
|
||
<tr><td>赣能股份</td><td><a href="https://valuefrontier.cn/company?scode=000899" target="_blank">000899</a></td><td>电力</td><td>火电</td></tr>
|
||
<tr><td>华能国际</td><td><a href="https://valuefrontier.cn/company?scode=600011" target="_blank">600011</a></td><td>电力</td><td>火电/绿电</td></tr>
|
||
<tr><td>长江电力</td><td><a href="https://valuefrontier.cn/company?scode=600900" target="_blank">600900</a></td><td>电力</td><td>水电</td></tr>
|
||
<tr><td>华能水电</td><td><a href="https://valuefrontier.cn/company?scode=600025" target="_blank">600025</a></td><td>电力</td><td>水电</td></tr>
|
||
<tr><td>三峡能源</td><td><a href="https://valuefrontier.cn/company?scode=600905" target="_blank">600905</a></td><td>电力</td><td>水电/绿电</td></tr>
|
||
<tr><td>中国核电</td><td><a href="https://valuefrontier.cn/company?scode=601985" target="_blank">601985</a></td><td>电力</td><td>核电</td></tr>
|
||
<tr class="bg-blue-900/30"><td colspan="4" class="font-bold text-center text-blue-300">制 冷</td></tr>
|
||
<tr><td>美的集团</td><td><a href="https://valuefrontier.cn/company?scode=000333" target="_blank">000333</a></td><td>制冷</td><td>空调/电风扇</td></tr>
|
||
<tr><td>格力电器</td><td><a href="https://valuefrontier.cn/company?scode=000651" target="_blank">000651</a></td><td>制冷</td><td>空调/电风扇</td></tr>
|
||
<tr><td>海尔智家</td><td><a href="https://valuefrontier.cn/company?scode=600690" target="_blank">600690</a></td><td>制冷</td><td>空调</td></tr>
|
||
<tr><td>冰轮环境</td><td><a href="https://valuefrontier.cn/company?scode=000811" target="_blank">000811</a></td><td>制冷</td><td>压缩机</td></tr>
|
||
<tr><td>汉钟精机</td><td><a href="https://valuefrontier.cn/company?scode=002158" target="_blank">002158</a></td><td>制冷</td><td>压缩机</td></tr>
|
||
<tr class="bg-purple-900/30"><td colspan="4" class="font-bold text-center text-purple-300">防 晒</td></tr>
|
||
<tr><td>浙江正特</td><td><a href="https://valuefrontier.cn/company?scode=001238" target="_blank">001238</a></td><td>防晒</td><td>遮阳</td></tr>
|
||
<tr><td>探路者</td><td><a href="https://valuefrontier.cn/company?scode=300005" target="_blank">300005</a></td><td>防晒</td><td>服装</td></tr>
|
||
<tr><td>三夫户外</td><td><a href="https://valuefrontier.cn/company?scode=002780" target="_blank">002780</a></td><td>防晒</td><td>服装</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-fuchsia-400">“工业/科技驱动”产业链核心标的 (涨停分析)</h3>
|
||
<div class="overflow-x-auto glass-card rounded-2xl">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>异动日期</th>
|
||
<th>涨幅</th>
|
||
<th class="w-2/5">核心驱动逻辑摘要</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="bg-rose-900/30"><td colspan="5" class="font-bold text-center text-rose-300">高温核能 & 材料</td></tr>
|
||
<tr><td>佳电股份</td><td><a href="https://valuefrontier.cn/company?scode=000922" target="_blank">000922</a></td><td>2025-11-06</td><td class="text-red-400">10.01%</td><td>核电电机新标抬高门槛，公司手握高温气冷堆主氦风机75%份额，政策-订单-业绩共振。</td></tr>
|
||
<tr><td>万泽股份</td><td><a href="https://valuefrontier.cn/company?scode=000534" target="_blank">000534</a></td><td>2025-08-08</td><td class="text-red-400">10.01%</td><td>军工阅兵+高温合金政策催化，用于航空发动机关键部件，小市值军工材料补涨。</td></tr>
|
||
<tr><td>应流股份</td><td><a href="https://valuefrontier.cn/company?scode=603308" target="_blank">603308</a></td><td>2025-07-17</td><td class="text-red-400">10.01%</td><td>eVTOL订单催化，公司作为航空级钛合金/高温合金结构件稀缺供应商被抢筹。</td></tr>
|
||
<tr class="bg-indigo-900/30"><td colspan="5" class="font-bold text-center text-indigo-300">高温超导</td></tr>
|
||
<tr><td>永鼎股份</td><td><a href="https://valuefrontier.cn/company?scode=600105" target="_blank">600105</a></td><td>2025-10-09</td><td class="text-red-400">9.99%</td><td>可控核聚变装置关键部件落位+获ITER追加订单，A股唯一二代高温超导带材量产商价值重估。</td></tr>
|
||
<tr><td>联创光电</td><td><a href="https://valuefrontier.cn/company?scode=600363" target="_blank">600363</a></td><td>2025-10-13</td><td class="text-red-400">10.00%</td><td>核聚变路线图明确磁约束主线，公司高温超导磁体已进入实物验证，订单可见度骤升。</td></tr>
|
||
<tr><td>法尔胜</td><td><a href="https://valuefrontier.cn/company?scode=000890" target="_blank">000890</a></td><td>2025-10-14</td><td class="text-red-400">10.00%</td><td>5.4亿元高温超导基材长单公告+超导电缆首次纳入国家特高压集采，基本面赛道切换获双重确认。</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
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|
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