535 lines
36 KiB
HTML
535 lines
36 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="dark">
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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>深度研报：有色金属</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.2/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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<style>
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@import url('https://fonts.googleapis.com/css2?family=Orbitron:wght@400;700&family=Roboto:wght@300;400;700&display=swap');
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body {
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font-family: 'Roboto', sans-serif;
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background-color: #020011;
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color: #E0E0E0;
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overflow-x: hidden;
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}
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.font-orbitron {
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font-family: 'Orbitron', sans-serif;
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}
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.glass-card {
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background: rgba(15, 23, 42, 0.6); /* slate-900 with opacity */
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backdrop-filter: blur(20px);
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-webkit-backdrop-filter: blur(20px);
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border: 1px solid rgba(56, 189, 248, 0.2); /* sky-400 with opacity */
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border-radius: 1.5rem; /* rounded-3xl */
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transition: all 0.3s ease;
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}
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.glass-card:hover {
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border-color: rgba(56, 189, 248, 0.5);
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box-shadow: 0 0 25px rgba(56, 189, 248, 0.15);
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}
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.bento-grid {
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display: grid;
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grid-template-columns: repeat(6, 1fr);
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grid-auto-rows: minmax(100px, auto);
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gap: 1rem;
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}
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.bento-item {
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grid-column: span 6; /* Default span */
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}
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@media (min-width: 1024px) {
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.bento-item-col-2 { grid-column: span 2; }
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.bento-item-col-3 { grid-column: span 3; }
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.bento-item-col-4 { grid-column: span 4; }
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.bento-item-row-2 { grid-row: span 2; }
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}
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.glow-text {
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text-shadow: 0 0 8px rgba(56, 189, 248, 0.6), 0 0 12px rgba(56, 189, 248, 0.4);
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}
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.glow-border {
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border-color: rgba(56, 189, 248, 0.2);
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box-shadow: 0 0 15px rgba(56, 189, 248, 0.1);
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}
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.background-glow {
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position: fixed;
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top: 50%;
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left: 50%;
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width: 80vw;
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height: 80vh;
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max-width: 1200px;
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max-height: 1200px;
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transform: translate(-50%, -50%);
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background: radial-gradient(circle, rgba(29, 78, 216, 0.15) 0%, rgba(2, 0, 17, 0) 60%);
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z-index: -1;
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pointer-events: none;
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animation: pulse 10s infinite ease-in-out;
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}
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@keyframes pulse {
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0% { transform: translate(-50%, -50%) scale(1); opacity: 0.8; }
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50% { transform: translate(-50%, -50%) scale(1.1); opacity: 1; }
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100% { transform: translate(-50%, -50%) scale(1); opacity: 0.8; }
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}
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.tabs .tab {
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transition: all 0.3s ease;
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opacity: 0.6;
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}
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.tabs .tab-active {
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opacity: 1;
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color: #38bdf8; /* sky-400 */
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border-color: #38bdf8;
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background-color: rgba(56, 189, 248, 0.1);
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}
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.table thead th {
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background-color: rgba(56, 189, 248, 0.1);
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color: #e5e7eb;
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}
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.table tbody tr:hover {
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background-color: rgba(56, 189, 248, 0.08);
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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-6 lg:p-8">
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<div class="background-glow"></div>
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<div class="max-w-7xl mx-auto space-y-8" x-data="{ activeTab: 'insight' }">
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<!-- Header -->
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<header class="text-center space-y-2">
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<h1 class="font-orbitron text-4xl sm:text-5xl md:text-6xl font-bold glow-text text-sky-300">
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有色金属
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</h1>
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<p class="text-lg text-slate-400">深度行业分析报告</p>
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</header>
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<!-- Main Content -->
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<main class="space-y-8">
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<!-- Core Insight Summary -->
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<section class="glass-card p-6 md:p-8">
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<h2 class="font-orbitron text-2xl font-bold text-sky-400 mb-4 border-b border-sky-400/20 pb-2">核心观点摘要</h2>
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<p class="text-slate-300 text-lg leading-relaxed">
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有色金属概念正处于一轮由 <strong class="text-amber-300">宏观流动性（降息预期）</strong> 和 <strong class="text-amber-300">基本面（供需错配）</strong> 共同驱动的强周期上行阶段。其核心驱动力已从早期的估值修复，深化为 <strong class="text-teal-300">供给侧的长期资本开支不足</strong> 与 <strong class="text-teal-300">需求侧的结构性升级（新能源、AI）</strong> 之间的深刻矛盾。未来，该概念的潜力将取决于新需求的兑现程度和行业在绿色、再生方向上的转型效率。
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</p>
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</section>
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<!-- Bento Grid Layout -->
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<div class="bento-grid">
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<div class="bento-item bento-item-col-4 bento-item-row-2 glass-card p-6 flex flex-col">
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<h3 class="font-orbitron text-xl font-bold text-sky-400 mb-4">核心驱动力分析</h3>
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<div class="space-y-4 text-slate-300 flex-grow">
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<div>
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<h4 class="font-bold text-sky-300">1. 供给端刚性约束 (核心基石)</h4>
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<p class="text-sm">路演与研报交叉验证铜矿资本开支长期不足，TC/RC费用已跌至个位数甚至负值，倒逼冶炼厂减产。中国有色金属工业协会更于2025年11月明确表态“严格限制新增铜冶炼产能”，从政策层面固化供给纪律。</p>
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</div>
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<div>
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<h4 class="font-bold text-sky-300">2. 需求端结构性重塑</h4>
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<p class="text-sm">需求由传统房地产转向多元化、高端化。铜需求增量来自新能源车(35%)、电网(25%)及AI数据中心；铝需求由光伏、新能源车接棒；锡因AI算力拉动焊料需求迎来系统性提升。需求结构与全球科技、能源转型深度绑定，韧性更强。</p>
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</div>
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<div>
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<h4 class="font-bold text-sky-300">3. 宏观金融属性催化</h4>
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<p class="text-sm">美联储降息周期预期是引爆行情的重要催化剂。美元走弱、实际利率下行，利好所有以美元计价的大宗商品。黄金价格强势（多次提及突破2700美元/盎司）也为整个板块营造了牛市氛围。</p>
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</div>
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<div>
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<h4 class="font-bold text-sky-300">4. 政策与地缘政治溢价</h4>
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<p class="text-sm">全球供应链重构和地缘冲突升级，使“资源自主可控”等战略资源价值被重估。稀土、钨、钼等小金属因此获得溢价。</p>
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</div>
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</div>
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</div>
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<div class="bento-item bento-item-col-2 glass-card p-6 flex flex-col">
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<h3 class="font-orbitron text-xl font-bold text-sky-400 mb-4">市场热度与情绪</h3>
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<div class="text-slate-300 flex-grow flex flex-col justify-between">
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<div>
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<p class="mb-4">市场热度极高，情绪整体<strong class="text-red-400">高度乐观</strong>。</p>
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<blockquote class="border-l-4 border-red-400/50 pl-4 text-sm italic">
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“截至2025年10月13日收盘，中证申万有色金属指数已较年初上涨85%，多只个股上演翻倍行情。”
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<cite class="block text-right text-slate-400 text-xs mt-1">— 新闻数据</cite>
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</blockquote>
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</div>
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<div id="growthChart" class="w-full h-48 mt-4"></div>
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</div>
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</div>
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<div class="bento-item bento-item-col-2 glass-card p-6">
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<h3 class="font-orbitron text-xl font-bold text-sky-400 mb-4">关键催化剂</h3>
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<ul class="space-y-3 list-disc list-inside text-slate-300">
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<li><strong class="text-amber-300">美联储首次降息落地：</strong> 打开大宗商品金融属性空间。</li>
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<li><strong class="text-amber-300">中国稳增长政策效果显现：</strong> 《有色金属行业稳增长工作方案》效果验证。</li>
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<li><strong class="text-amber-300">行业“反内卷”细则出台：</strong> 协会表态后若出台具体减产措施将刺激市场。</li>
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</ul>
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</div>
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<div class="bento-item bento-item-col-4 bento-item-row-2 glass-card p-6">
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<h3 class="font-orbitron text-xl font-bold text-sky-400 mb-4">预期差与潜在风险</h3>
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<div class="space-y-4 text-slate-300">
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<div>
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<h4 class="font-bold text-yellow-300">预期差分析</h4>
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<ul class="space-y-2 text-sm mt-2">
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<li><strong>铜减产预期 vs 现实：</strong> 市场交易大规模减产，但长协订单和硫酸副产品盈利使实际减产不及预期。铜价上涨动力或更多来自需求拉动和矿端紧缺。</li>
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<li><strong>锂反转时点：</strong> 市场共识锂价近底部，但对反转时点存在分歧（2025年中 vs 2025年底），市场可能对反转速度过于乐观。</li>
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<li><strong>铝股息率逻辑：</strong> 市场对铝企认知正从周期股转向高股息、类公用事业股，此逻辑尚未被所有投资者充分认知。</li>
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</ul>
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</div>
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<div class="divider before:bg-sky-400/20 after:bg-sky-400/20"></div>
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<div>
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<h4 class="font-bold text-red-400">潜在风险与挑战</h4>
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<ul class="space-y-2 text-sm mt-2">
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<li><strong>全球经济衰退：</strong> 所有路演共同提示的最大风险，将系统性压制工业金属需求。</li>
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<li><strong>美联储政策超预期：</strong> 若超预期加息或推迟降息，将严重打压金属金融属性。</li>
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<li><strong>资源国政策风险：</strong> 印尼等国出口政策变化将影响全球供给和国内成本。</li>
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<li><strong>“反内卷”政策执行不及预期：</strong> 若产能调控流于形式，行业可能重回恶性竞争。</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 class="bento-item bento-item-col-2 glass-card p-6 flex flex-col">
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<h3 class="font-orbitron text-xl font-bold text-sky-400 mb-4">长期发展路径</h3>
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<ol class="space-y-3 list-decimal list-inside text-slate-300 flex-grow">
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<li>
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<strong>绿色化与低碳化 (2025-2027):</strong>
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<p class="text-xs pl-4 text-slate-400">碳足迹数据库上线，拥有绿电冶炼能力的企业将构建长期成本与合规优势。</p>
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</li>
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<li>
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<strong>再生金属体系成熟 (2025-2030):</strong>
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<p class="text-xs pl-4 text-slate-400">再生金属产量占比持续提升，缓解资源瓶颈，催生回收龙头。</p>
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</li>
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<li>
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<strong>新材料转型与全球资源布局 (长期):</strong>
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<p class="text-xs pl-4 text-slate-400">龙头企业向全球化矿业巨头和新材料供应商转型，布局高端稀土、固态电池材料等。</p>
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</li>
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</ol>
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</div>
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</div>
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<!-- Industry Chain Analysis -->
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<section class="glass-card p-6 md:p-8">
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<h2 class="font-orbitron text-2xl font-bold text-sky-400 mb-4 border-b border-sky-400/20 pb-2">产业链与核心公司深度剖析</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 text-sm">
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<!-- Upstream -->
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<div class="border border-sky-400/20 p-4 rounded-xl">
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<h4 class="font-bold text-lg text-sky-300 mb-2">上游：资源开采 (利润弹性最大)</h4>
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<p class="text-slate-400 mb-3">拥有矿山资源的公司，直接受益于金属价格上涨。</p>
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<ul class="space-y-1">
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<li><strong>综合性矿企:</strong> 紫金矿业 (铜/金/锂), 洛阳钼业 (铜/钴/钼)</li>
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<li><strong>细分品种:</strong> 山东黄金 (金), 中国铝业 (铝土矿), 天齐锂业 (锂), 北方稀土 (稀土)</li>
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</ul>
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</div>
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<!-- Midstream -->
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<div class="border border-sky-400/20 p-4 rounded-xl">
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<h4 class="font-bold text-lg text-sky-300 mb-2">中游：冶炼与加工</h4>
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<p class="text-slate-400 mb-3">将矿石加工成金属产品，受加工费(TC/RC)和能源成本影响。</p>
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<ul class="space-y-1">
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<li><strong>冶炼:</strong> 江西铜业, 铜陵有色 (铜), 云铝股份, 神火股份 (铝)</li>
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<li><strong>再生:</strong> 格林美 (钴/镍回收), 怡球资源 (再生铝)</li>
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</ul>
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</div>
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<!-- Downstream -->
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<div class="border border-sky-400/20 p-4 rounded-xl">
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<h4 class="font-bold text-lg text-sky-300 mb-2">下游：应用与贸易</h4>
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<p class="text-slate-400 mb-3">终端消费领域及提供物流、交易服务的企业。</p>
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<ul class="space-y-1">
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<li><strong>深加工:</strong> 南山铝业 (铝材)</li>
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<li><strong>贸易与服务:</strong> 炬申股份 (仓储物流), 找钢集团 (电商平台)</li>
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<li><strong>终端消费 (关联):</strong> 周大生, 老凤祥 (黄金珠宝)</li>
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</ul>
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</div>
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</div>
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<div class="divider before:bg-sky-400/20 after:bg-sky-400/20 my-6">核心玩家对比</div>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-4 text-sm">
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<div class="bg-slate-800/50 p-4 rounded-lg border border-slate-700">
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<h5 class="font-bold text-teal-300">领导者 - 紫金矿业</h5>
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<p class="text-xs text-slate-400 mt-1">“成长型全球矿业巨头”，铜金双轮驱动，产量年增10%，估值相对海外同行偏低，机构持仓首选。</p>
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</div>
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<div class="bg-slate-800/50 p-4 rounded-lg border border-slate-700">
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<h5 class="font-bold text-blue-300">稳健价值者 - 中国宏桥/云铝股份</h5>
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<p class="text-xs text-slate-400 mt-1">“成本优势+高分红”的铝业龙头，氧化铝自给率高/绿电成本优势，市场按股息率逻辑估值。</p>
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</div>
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<div class="bg-slate-800/50 p-4 rounded-lg border border-slate-700">
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<h5 class="font-bold text-amber-300">周期弹性者 - 天齐锂业/赣锋锂业</h5>
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<p class="text-xs text-slate-400 mt-1">“周期反转”核心标的，拥有优质锂矿资源，股价已反映悲观预期，具备高赔率属性但反转时点不确定。</p>
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</div>
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<div class="bg-slate-800/50 p-4 rounded-lg border border-slate-700">
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<h5 class="font-bold text-fuchsia-300">战略稀缺者 - 北方稀土/广晟有色</h5>
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<p class="text-xs text-slate-400 mt-1">“科技情绪+战略资源”双轮驱动，交易主线更多是“稀土换芯片”等情绪周期，具备独特稀缺性溢价。</p>
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</div>
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</div>
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</section>
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<!-- Data Tabs -->
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<section class="glass-card p-6 md:p-8" x-data="{ dataTab: 'news' }">
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<div role="tablist" class="tabs tabs-bordered">
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<a role="tab" class="tab" :class="{'tab-active': dataTab === 'news'}" @click="dataTab = 'news'">新闻数据</a>
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<a role="tab" class="tab" :class="{'tab-active': dataTab === 'roadshow'}" @click="dataTab = 'roadshow'">路演纪要</a>
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<a role="tab" class="tab" :class="{'tab-active': dataTab === 'research'}" @click="dataTab = 'research'">研报精粹</a>
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</div>
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<div class="mt-6 space-y-4 text-slate-300 text-sm leading-relaxed">
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<!-- News Content -->
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<div x-show="dataTab === 'news'">
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<div class="collapse collapse-plus bg-slate-800/50">
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<input type="radio" name="news-accordion" checked="checked" />
|
||
<div class="collapse-title text-base font-medium text-sky-300">行业总体运行情况与展望</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc pl-5 space-y-2">
|
||
<li><strong>2025H1运行情况:</strong> 工业增加值同比增长<strong class="text-green-400">7.6%</strong>，较工业平均增速高1.2个百分点，行业展现强劲韧性。</li>
|
||
<li><strong>2024全年预判:</strong> 增加值增速约6%，固定资产投资增速超10%，铜、铝价格高位波动，锂价低位运行。</li>
|
||
<li><strong>2024全年实际数据:</strong> 规模以上有色企业工业增加值同比增长<strong class="text-green-400">8.9%</strong>，超预期。</li>
|
||
<li><strong>面临挑战:</strong> 资源保障、产能过剩、管控两用物项进出口等。协会强调强化行业自律，防止“内卷式”恶性竞争。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-slate-800/50">
|
||
<input type="radio" name="news-accordion" />
|
||
<div class="collapse-title text-base font-medium text-sky-300">细分品种市场动态</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc pl-5 space-y-2">
|
||
<li><strong>铜:</strong> 将严格限制新增铜冶炼产能，反对零或负TC/RCs。矿端紧缺现实延续，铜价回调有限。</li>
|
||
<li><strong>铝:</strong> 电解铝盈利持续修复，行业平均吨盈利在1300-1700元区间波动。市场开始交易股息率逻辑。</li>
|
||
<li><strong>锂:</strong> 价格在底部区间波动，行业去库存压力较大。部分锂盐厂持续减停产。</li>
|
||
<li><strong>贵金属 (黄金):</strong> 美联储降息预期、避险情绪及央行购金支撑金价，沪金强势突破前高，重回2700美元/盎司点位。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-slate-800/50">
|
||
<input type="radio" name="news-accordion" />
|
||
<div class="collapse-title text-base font-medium text-sky-300">政策法规与产业发展</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc pl-5 space-y-2">
|
||
<li><strong>环保与可持续发展:</strong> 有色金属行业碳足迹数据库正式上线，首个电解铝碳足迹国家标准发布，行业绿色转型迈出重要一步。</li>
|
||
<li><strong>再生有色金属:</strong> 预计2025年底产量将首次突破2000万吨，成为破解资源和环境瓶颈的重要途径。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Roadshow Content -->
|
||
<div x-show="dataTab === 'roadshow'" x-cloak>
|
||
<div class="collapse collapse-plus bg-slate-800/50">
|
||
<input type="radio" name="roadshow-accordion" checked="checked" />
|
||
<div class="collapse-title text-base font-medium text-sky-300">核心行情逻辑 (财通有色)</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc pl-5 space-y-2">
|
||
<li><strong>美元走弱 & 货币宽松:</strong> 美联储9月启动降息周期，利好美元计价金属。</li>
|
||
<li><strong>避险需求:</strong> 地缘冲突升级，资金将大宗商品视为抗通胀、避险资产。</li>
|
||
<li><strong>供需缺口:</strong> 出口限制、关税政策导致供给收缩；新能源+AI拉动新需求。</li>
|
||
<li><strong>战略资源重估:</strong> 稀土、钨、钼、锡等因稀缺性与军工/高科技需求获溢价。</li>
|
||
<li><strong>个股观点:</strong> 紫金矿业2025E净利≈500亿，PE仅10x，估值洼地。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-slate-800/50">
|
||
<input type="radio" name="roadshow-accordion" />
|
||
<div class="collapse-title text-base font-medium text-sky-300">各金属品种展望 (海通有色)</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc pl-5 space-y-2">
|
||
<li><strong>黄金:</strong> 央行购金加速，地缘政治动荡，估值处于低位，回调是布局机会。</li>
|
||
<li><strong>铜:</strong> 供应约束明确 (TC/RC预计20美元/吨)，需求亮点强劲 (美国数据中心、电网改造，年增速15-20%)，上涨潜力大。</li>
|
||
<li><strong>铝:</strong> 国内产能受限，需求由光伏、新能源车拉动，库存去化良好，高股息标的受关注 (神火股份)。</li>
|
||
<li><strong>锂:</strong> 周期底部，锂价跌破成本线 (约7万元/吨)，澳洲锂矿可能减产，预计拐点在2025年底至2026年。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Research Content -->
|
||
<div x-show="dataTab === 'research'" x-cloak>
|
||
<div class="collapse collapse-plus bg-slate-800/50">
|
||
<input type="radio" name="research-accordion" checked="checked" />
|
||
<div class="collapse-title text-base font-medium text-sky-300">2023年行业经济运行报告</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc pl-5 space-y-2">
|
||
<li><strong>工业增加值:</strong> 2023年，规模以上有色金属工业增加值比上年增长<strong class="text-green-400">7.4%</strong>。</li>
|
||
<li><strong>固定资产投资:</strong> 增长<strong class="text-green-400">17.3%</strong>，增速创近十年新高，其中矿采选业投资增长<strong class="text-green-400">42.7%</strong>。</li>
|
||
<li><strong>企业效益:</strong> 实现利润总额增长<strong class="text-green-400">23.2%</strong>，主要受铜、铝、钨钼、金银贵金属行业拉动。</li>
|
||
<li><strong>消费结构:</strong> 新能源汽车、光伏、风电成为拉动消费主要增长极。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-slate-800/50">
|
||
<input type="radio" name="research-accordion" />
|
||
<div class="collapse-title text-base font-medium text-sky-300">锡市场展望 (华锡有色研报)</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc pl-5 space-y-2">
|
||
<li><strong>需求端:</strong> 受益于<strong class="text-teal-300">光伏焊带+AI算力需求</strong>拉动，锡焊料需求加速，带动整体锡需求迎来系统性提升。</li>
|
||
<li><strong>供需预测:</strong> 全球锡需求有望从2023年的36万吨提升至2027年的44万吨 (CAGR 5.2%)。预计2024-2027年全球持续处于供需缺口状态，驱动锡价中枢上移。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data -->
|
||
<section class="glass-card p-6 md:p-8" x-data="stockData">
|
||
<h2 class="font-orbitron text-2xl font-bold text-sky-400 mb-4 border-b border-sky-400/20 pb-2">相关概念股</h2>
|
||
|
||
<!-- Table 1 -->
|
||
<h3 class="font-orbitron text-lg font-bold text-sky-300 mt-6 mb-3">有色金属 (240407)</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-sm">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<template x-for="stock in stocks1" :key="stock.stock + stock.reason">
|
||
<tr>
|
||
<td x-text="stock.stock"></td>
|
||
<td>
|
||
<a x-show="stock.stock_code" :href="'https://valuefrontier.cn/company?scode=' + stock.stock_code" target="_blank" class="text-sky-400 hover:text-sky-300 transition" x-text="stock.stock_code"></a>
|
||
</td>
|
||
<td x-text="stock.reason"></td>
|
||
<td>
|
||
<div class="flex flex-wrap gap-1">
|
||
<template x-for="tag in stock['其他标签'].split(', ')" :key="tag">
|
||
<div class="badge badge-outline badge-info text-xs" x-text="tag"
|
||
:class="{ 'badge-error': tag.includes('涨幅'), 'badge-warning': tag.includes('回收') }"></div>
|
||
</template>
|
||
</div>
|
||
</td>
|
||
</tr>
|
||
</template>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<!-- Table 2 -->
|
||
<h3 class="font-orbitron text-lg font-bold text-sky-300 mt-8 mb-3">有色金属 (250307)</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-sm">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<template x-for="stock in stocks2" :key="stock.stock + stock.reason">
|
||
<tr>
|
||
<td x-text="stock.stock"></td>
|
||
<td>
|
||
<a x-show="stock.stock_code" :href="'https://valuefrontier.cn/company?scode=' + stock.stock_code" target="_blank" class="text-sky-400 hover:text-sky-300 transition" x-text="stock.stock_code"></a>
|
||
</td>
|
||
<td x-text="stock.reason" class="text-xs"></td>
|
||
<td>
|
||
<div class="badge badge-outline badge-accent text-xs" x-text="stock['其他标签']"></div>
|
||
</td>
|
||
</tr>
|
||
</template>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
</main>
|
||
|
||
<!-- Footer -->
|
||
<footer class="text-center text-xs text-slate-500 py-6">
|
||
<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，投资需谨慎。</p>
|
||
</footer>
|
||
|
||
</div>
|
||
|
||
<script>
|
||
// ECharts instance
|
||
var chartDom = document.getElementById('growthChart');
|
||
var myChart = echarts.init(chartDom);
|
||
var option = {
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
backgroundColor: 'rgba(15, 23, 42, 0.8)',
|
||
borderColor: 'rgba(56, 189, 248, 0.5)',
|
||
textStyle: { color: '#E0E0E0' }
|
||
},
|
||
grid: { top: '20%', right: '5%', bottom: '15%', left: '15%' },
|
||
xAxis: {
|
||
type: 'category',
|
||
data: ['2024 (预判)', '2024 (实际)', '2025 H1'],
|
||
axisLine: { lineStyle: { color: 'rgba(255, 255, 255, 0.3)' } },
|
||
axisLabel: { color: '#9ca3af' }
|
||
},
|
||
yAxis: {
|
||
type: 'value',
|
||
name: '增加值增速 (%)',
|
||
nameTextStyle: { color: '#9ca3af', fontSize: 10 },
|
||
axisLabel: { color: '#9ca3af' },
|
||
splitLine: { lineStyle: { color: 'rgba(255, 255, 255, 0.1)', type: 'dashed' } }
|
||
},
|
||
series: [{
|
||
data: [6.0, 8.9, 7.6],
|
||
type: 'bar',
|
||
barWidth: '40%',
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||
{ offset: 0, color: 'rgba(56, 189, 248, 0.8)' },
|
||
{ offset: 1, color: 'rgba(29, 78, 216, 0.5)' }
|
||
]),
|
||
borderRadius: [4, 4, 0, 0]
|
||
},
|
||
label: { show: true, position: 'top', color: '#e5e7eb', formatter: '{c}%' }
|
||
}]
|
||
};
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', () => myChart.resize());
|
||
|
||
// Alpine.js data
|
||
document.addEventListener('alpine:init', () => {
|
||
Alpine.data('stockData', () => ({
|
||
stocks1: [
|
||
{"stock": "紫金矿业", "reason": "黄金白银-黄金", "其他标签": "黄金白银, 黄金", "stock_code": "601899"},
|
||
{"stock": "山东黄金", "reason": "黄金白银-黄金", "其他标签": "黄金白银, 黄金", "stock_code": "600547"},
|
||
{"stock": "洛阳钼业", "reason": "铜-铜矿", "其他标签": "铜, 铜矿", "stock_code": "603993"},
|
||
{"stock": "江西铜业", "reason": "铜-铜矿", "其他标签": "铜, 铜矿", "stock_code": "600362"},
|
||
{"stock": "中国铝业", "reason": "铝-铝矿", "其他标签": "铝, 铝矿", "stock_code": "601600"},
|
||
{"stock": "云铝股份", "reason": "铝-电解铝", "其他标签": "铝, 电解铝", "stock_code": "000807"},
|
||
{"stock": "神火股份", "reason": "铝-电解铝", "其他标签": "铝, 电解铝, 涨幅>10%", "stock_code": "000933"},
|
||
{"stock": "华友钴业", "reason": "小金属-钴", "其他标签": "小金属, 钴", "stock_code": "603799"},
|
||
{"stock": "北方铜业", "reason": "铜-铜矿", "其他标签": "铜, 铜矿, 涨幅>10%", "stock_code": "000737"},
|
||
{"stock": "飞南资源", "reason": "铜-铜矿(回收利用)", "其他标签": "铜, 铜矿, 回收利用, 涨幅>10%", "stock_code": "301500"},
|
||
{"stock": "怡球资源", "reason": "铝-再生铝", "其他标签": "铝, 再生铝", "stock_code": "601388"},
|
||
{"stock": "厦门钨业", "reason": "小金属-钨", "其他标签": "小金属, 钨", "stock_code": "600549"},
|
||
{"stock": "金钼股份", "reason": "小金属-钼", "其他标签": "小金属, 钼", "stock_code": "601958"},
|
||
{"stock": "锡业股份", "reason": "小金属-锡", "其他标签": "小金属, 锡", "stock_code": "000960"},
|
||
{"stock": "华钰矿业", "reason": "小金属-锑", "其他标签": "小金属, 锑", "stock_code": "601020"},
|
||
{"stock": "驰宏锌锗", "reason": "小金属-锗", "其他标签": "小金属, 锗", "stock_code": "600497"}
|
||
],
|
||
stocks2: [
|
||
{"stock": "华钰矿业", "reason": "前三季度锑精矿收入占营收10.99%。公司国内控制铅、锌、铜、锑、银资源储量超过300万金属吨，收购塔铝金业50%股权，可控锑资源量达到47万金属吨", "其他标签": "锑", "stock_code": "601020"},
|
||
{"stock": "湖南黄金", "reason": "锑产品产量为3.1124万吨，今年计划生产3.6万吨，子公司中南锑钨有少量氧化锑出口销售", "其他标签": "锑", "stock_code": "002155"},
|
||
{"stock": "华锡有色", "reason": "公司高峰矿保有资源锑金属量18.69万吨", "其他标签": "锑", "stock_code": "600301"},
|
||
{"stock": "金瑞矿业", "reason": "大风山锶矿资源已探明保有储量约为1500万吨,目前在国内属大中型锶矿", "其他标签": "锶", "stock_code": "600714"},
|
||
{"stock": "云南锗业", "reason": "拥有完整产业链的锗行业上市公司,锗产品产销量全国第一", "其他标签": "锗", "stock_code": "002428"},
|
||
{"stock": "驰宏锌锗", "reason": "2024年前三季度公司完成锗产品含锗产量51.18吨", "其他标签": "锗", "stock_code": "600497"},
|
||
{"stock": "锡业股份", "reason": "截至2023年12月31日,公司铟金属保有资源储量4945吨", "其他标签": "铟", "stock_code": "000960"},
|
||
{"stock": "株冶集团", "reason": "目前公司的铟产品产能约60吨/年", "其他标签": "铟", "stock_code": "600961"},
|
||
{"stock": "高能环境", "reason": "全资子公司靖远高能可对铋进行分离和提取,提炼为精铋。目前是国内最大的精铋生产商", "其他标签": "铋", "stock_code": "603588"}
|
||
]
|
||
}));
|
||
});
|
||
</script>
|
||
|
||
</body>
|
||
</html> |