743 lines
35 KiB
HTML
743 lines
35 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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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, shrink-to-fit=no">
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<title>燃气设备概念分析报告</title>
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- Tailwind CSS -->
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<!-- Particles.js -->
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<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
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<!-- Vanta.js -->
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<script src="https://cdnjs.cloudflare.com/ajax/libs/three.js/r134/three.min.js"></script>
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<script src="https://cdnjs.cloudflare.com/ajax/libs/vanta/0.5.24/vanta.waves.min.js"></script>
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<style>
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.vanta-bg {
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position: fixed;
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top: 0;
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left: 0;
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width: 100%;
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height: 100%;
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z-index: -1;
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}
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.content-container {
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position: relative;
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z-index: 1;
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}
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.card {
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backdrop-filter: blur(10px);
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background-color: rgba(255, 255, 255, 0.85);
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}
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.timeline-dot {
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position: relative;
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}
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.timeline-dot::before {
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content: '';
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position: absolute;
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height: 12px;
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border-radius: 50%;
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background-color: #3b82f6;
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.timeline-line {
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position: absolute;
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background-color: #e5e7eb;
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}
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.timeline-item:last-child .timeline-line {
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display: none;
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}
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@media (max-width: 768px) {
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.responsive-table {
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display: block;
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overflow-x: auto;
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white-space: nowrap;
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}
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}
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.gradient-text {
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background: linear-gradient(90deg, #3b82f6, #8b5cf6);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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background-clip: text;
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}
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</style>
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</head>
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<body class="bg-gray-50">
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<div id="vanta-bg" class="vanta-bg"></div>
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<div class="content-container max-w-6xl mx-auto px-4 py-8">
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<!-- 标题区域 -->
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<div class="text-center mb-10">
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<h1 class="text-4xl md:text-5xl font-bold gradient-text mb-4">燃气设备概念分析</h1>
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<p class="text-lg text-gray-600 max-w-3xl mx-auto">政策驱动+需求复苏共振，燃气设备行业迎来新机遇</p>
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</div>
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<!-- 核心观点摘要 -->
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<div class="card rounded-xl shadow-lg p-6 mb-8">
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<div class="flex items-center mb-4">
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<div class="w-2 h-8 bg-blue-500 rounded mr-3"></div>
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<h2 class="text-2xl font-bold text-gray-800">核心观点摘要</h2>
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</div>
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<div class="bg-gradient-to-r from-blue-50 to-indigo-50 rounded-lg p-5 border border-blue-100">
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<p class="text-lg text-gray-700 leading-relaxed">
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燃气设备概念正处于<strong class="text-blue-600">"政策驱动+需求复苏"</strong>的共振阶段：短期受益于采暖季保供和天然气顺价机制落地，长期由AI数据中心扩张和氢氨掺烧技术升级驱动。<strong class="text-indigo-600">燃气轮机、智能燃气表、调压装置</strong>为核心受益环节，国产化率提升是最大预期差。
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</p>
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</div>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="card rounded-xl shadow-lg p-6 mb-8">
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<div class="flex items-center mb-6">
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<div class="w-2 h-8 bg-purple-500 rounded mr-3"></div>
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<h2 class="text-2xl font-bold text-gray-800">概念事件时间轴</h2>
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</div>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-purple-50 rounded-lg p-5 border border-purple-100">
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<h3 class="font-bold text-purple-700 mb-3">2024Q2</h3>
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<ul class="space-y-2 text-gray-700">
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<li class="flex items-start">
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<i class="fas fa-circle text-purple-500 text-xs mt-1.5 mr-2"></i>
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<span>美国Henry Hub价格因减产+高温上涨</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-circle text-purple-500 text-xs mt-1.5 mr-2"></i>
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<span>燃气轮机需求预期提升</span>
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</li>
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</ul>
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</div>
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<div class="bg-indigo-50 rounded-lg p-5 border border-indigo-100">
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<h3 class="font-bold text-indigo-700 mb-3">2024Q3</h3>
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<ul class="space-y-2 text-gray-700">
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<li class="flex items-start">
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<i class="fas fa-circle text-indigo-500 text-xs mt-1.5 mr-2"></i>
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<span>欧洲TTF因挪威管道事故波动</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-circle text-indigo-500 text-xs mt-1.5 mr-2"></i>
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<span>燃气设备供应链受关注</span>
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</li>
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</ul>
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</div>
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<div class="bg-blue-50 rounded-lg p-5 border border-blue-100">
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<h3 class="font-bold text-blue-700 mb-3">2024Q4</h3>
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<ul class="space-y-2 text-gray-700">
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<li class="flex items-start">
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<i class="fas fa-circle text-blue-500 text-xs mt-1.5 mr-2"></i>
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<span>中国多地出台顺价机制</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-circle text-blue-500 text-xs mt-1.5 mr-2"></i>
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<span>燃气公司现金流改善，推动智能化改造</span>
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</li>
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</ul>
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</div>
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</div>
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<div class="mt-6 bg-gray-50 rounded-lg p-5 border border-gray-200">
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<h3 class="font-bold text-gray-700 mb-3">关键催化事件</h3>
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<div class="space-y-3 pl-5">
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<div class="timeline-item relative">
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<div class="timeline-line"></div>
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<div class="timeline-dot">
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<p class="font-medium text-gray-800">2025-01-02</p>
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<p class="text-gray-600">国家能源局召开采暖季天然气保供会议，明确"今冬明春天然气市场供需双面向好"</p>
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</div>
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</div>
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<div class="timeline-item relative">
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<div class="timeline-line"></div>
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<div class="timeline-dot">
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<p class="font-medium text-gray-800">2024-06-14</p>
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<p class="text-gray-600">国信证券指出，全球天然气价格淡季不降反升，美国减产、欧洲管道事故、亚太高温推高需求</p>
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</div>
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</div>
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<div class="timeline-item relative">
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<div class="timeline-dot">
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<p class="font-medium text-gray-800">2024-09-25</p>
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<p class="text-gray-600">核电设备研报提及燃气轮机在氢氨掺烧中的应用，推动燃气设备技术升级预期</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="card rounded-xl shadow-lg p-6 mb-8">
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<div class="flex items-center mb-6">
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<div class="w-2 h-8 bg-green-500 rounded mr-3"></div>
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<h2 class="text-2xl font-bold text-gray-800">核心逻辑与市场认知分析</h2>
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</div>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="bg-green-50 rounded-lg p-5 border border-green-100">
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<h3 class="font-bold text-green-700 mb-3 flex items-center">
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<i class="fas fa-bolt mr-2"></i>核心驱动力
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</h3>
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<div class="space-y-4">
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<div>
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<h4 class="font-medium text-green-600 mb-2">政策端</h4>
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<ul class="space-y-2 text-gray-700 text-sm">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-500 mt-0.5 mr-2"></i>
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<span><strong>顺价机制</strong>：多地居民气价上调0.3-0.85元/方</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-500 mt-0.5 mr-2"></i>
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<span><strong>安全改造</strong>：2025年前完成老旧燃气设施智能化改造</span>
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</li>
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</ul>
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</div>
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<div>
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<h4 class="font-medium text-green-600 mb-2">需求端</h4>
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<ul class="space-y-2 text-gray-700 text-sm">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-500 mt-0.5 mr-2"></i>
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<span><strong>采暖季保供</strong>：中国天然气需求增量250亿立方米</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-500 mt-0.5 mr-2"></i>
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<span><strong>AI数据中心</strong>：2025年北美数据中心燃气轮机装机或达10GW</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-500 mt-0.5 mr-2"></i>
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<span><strong>氢氨掺烧</strong>：燃气轮机掺氢技术突破，打开长期市场空间</span>
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</li>
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</ul>
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</div>
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</div>
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</div>
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<div class="bg-yellow-50 rounded-lg p-5 border border-yellow-100">
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<h3 class="font-bold text-yellow-700 mb-3 flex items-center">
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<i class="fas fa-chart-line mr-2"></i>市场热度与预期差
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</h3>
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<div class="space-y-4">
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<div>
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<h4 class="font-medium text-yellow-600 mb-2">市场热度</h4>
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<p class="text-gray-700 text-sm">2024Q4以来，"燃气保供""智能化改造"关键词频现，相关研报密集发布</p>
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</div>
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<div>
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<h4 class="font-medium text-yellow-600 mb-2">情绪分歧</h4>
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<div class="grid grid-cols-2 gap-3">
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<div class="bg-white rounded p-3 border border-yellow-200">
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<p class="font-medium text-green-600 text-sm mb-1">乐观派</p>
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<p class="text-gray-600 text-xs">顺价机制+AI需求推动量价齐升</p>
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</div>
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<div class="bg-white rounded p-3 border border-yellow-200">
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<p class="font-medium text-red-600 text-sm mb-1">谨慎派</p>
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<p class="text-gray-600 text-xs">担忧天然气价格波动抑制需求</p>
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</div>
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</div>
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</div>
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<div>
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<h4 class="font-medium text-yellow-600 mb-2">预期差</h4>
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<ul class="space-y-2 text-gray-700 text-sm">
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<li class="flex items-start">
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<i class="fas fa-exclamation-circle text-yellow-500 mt-0.5 mr-2"></i>
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<span><strong>国产化率</strong>：燃气轮机核心部件国产化率仅30%</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-exclamation-circle text-yellow-500 mt-0.5 mr-2"></i>
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<span><strong>智能化渗透率</strong>：中国智能燃气表渗透率不足50%</span>
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</li>
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</ul>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="card rounded-xl shadow-lg p-6 mb-8">
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<div class="flex items-center mb-6">
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<div class="w-2 h-8 bg-red-500 rounded mr-3"></div>
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<h2 class="text-2xl font-bold text-gray-800">关键催化剂与未来发展路径</h2>
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</div>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="bg-red-50 rounded-lg p-5 border border-red-100">
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<h3 class="font-bold text-red-700 mb-4 flex items-center">
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<i class="fas fa-fire mr-2"></i>近期催化剂（3-6个月）
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</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="flex-shrink-0 w-8 h-8 rounded-full bg-red-100 flex items-center justify-center mr-3">
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<span class="text-red-600 font-bold text-sm">1</span>
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</div>
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<div>
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<p class="font-medium text-gray-800">政策落地</p>
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<p class="text-gray-600 text-sm">2025Q1各地顺价机制细则出台，燃气公司现金流改善</p>
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</div>
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||
</div>
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||
<div class="flex items-start">
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<div class="flex-shrink-0 w-8 h-8 rounded-full bg-red-100 flex items-center justify-center mr-3">
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<span class="text-red-600 font-bold text-sm">2</span>
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</div>
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||
<div>
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<p class="font-medium text-gray-800">技术验证</p>
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||
<p class="text-gray-600 text-sm">西门子、三菱的掺氢燃气轮机2025年商业化测试</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 w-8 h-8 rounded-full bg-red-100 flex items-center justify-center mr-3">
|
||
<span class="text-red-600 font-bold text-sm">3</span>
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||
</div>
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||
<div>
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||
<p class="font-medium text-gray-800">订单释放</p>
|
||
<p class="text-gray-600 text-sm">国家能源局2025年采暖季保供项目招标</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-indigo-50 rounded-lg p-5 border border-indigo-100">
|
||
<h3 class="font-bold text-indigo-700 mb-4 flex items-center">
|
||
<i class="fas fa-rocket mr-2"></i>长期发展路径
|
||
</h3>
|
||
<div class="space-y-4">
|
||
<div>
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<h4 class="font-medium text-indigo-600 mb-2">2025-2027年</h4>
|
||
<ul class="space-y-2 text-gray-700 text-sm">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-arrow-right text-indigo-500 mt-0.5 mr-2"></i>
|
||
<span><strong>智能化改造</strong>：智能燃气表年需求或达1000万台</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-arrow-right text-indigo-500 mt-0.5 mr-2"></i>
|
||
<span><strong>氢氨掺烧</strong>：燃气轮机掺氢比例从30%提升至100%</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium text-indigo-600 mb-2">2028-2030年</h4>
|
||
<ul class="space-y-2 text-gray-700 text-sm">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-arrow-right text-indigo-500 mt-0.5 mr-2"></i>
|
||
<span><strong>全球化</strong>：中国燃气轮机企业出海，抢占东南亚、中东市场</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-arrow-right text-indigo-500 mt-0.5 mr-2"></i>
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<span><strong>综合能源</strong>：燃气轮机+储能+光伏的分布式能源系统成为主流</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司分析 -->
|
||
<div class="card rounded-xl shadow-lg p-6 mb-8">
|
||
<div class="flex items-center mb-6">
|
||
<div class="w-2 h-8 bg-teal-500 rounded mr-3"></div>
|
||
<h2 class="text-2xl font-bold text-gray-800">产业链与核心公司分析</h2>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="font-bold text-teal-700 mb-3">产业链图谱</h3>
|
||
<div class="bg-gradient-to-r from-teal-50 to-cyan-50 rounded-lg p-5 border border-teal-100">
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="text-center">
|
||
<div class="bg-teal-100 rounded-lg p-4 mb-2">
|
||
<p class="font-bold text-teal-700">上游</p>
|
||
</div>
|
||
<p class="text-gray-700 text-sm">天然气（中石油、中石化）</p>
|
||
<p class="text-gray-700 text-sm">高温合金（应流股份、万泽股份）</p>
|
||
</div>
|
||
<div class="text-center">
|
||
<div class="bg-teal-200 rounded-lg p-4 mb-2">
|
||
<p class="font-bold text-teal-800">中游</p>
|
||
</div>
|
||
<p class="text-gray-700 text-sm">燃气轮机（东方电气、上海电气）</p>
|
||
<p class="text-gray-700 text-sm">智能燃气表（金卡智能、威星智能）</p>
|
||
<p class="text-gray-700 text-sm">调压装置（水发燃气、陕天然气）</p>
|
||
</div>
|
||
<div class="text-center">
|
||
<div class="bg-teal-100 rounded-lg p-4 mb-2">
|
||
<p class="font-bold text-teal-700">下游</p>
|
||
</div>
|
||
<p class="text-gray-700 text-sm">燃气公司（华润燃气、深圳燃气）</p>
|
||
<p class="text-gray-700 text-sm">数据中心（Equinix、亚马逊）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="font-bold text-teal-700 mb-3">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
|
||
<thead class="bg-teal-50">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left text-teal-700 font-semibold">公司</th>
|
||
<th class="py-3 px-4 text-left text-teal-700 font-semibold">业务逻辑</th>
|
||
<th class="py-3 px-4 text-left text-teal-700 font-semibold">竞争优势</th>
|
||
<th class="py-3 px-4 text-left text-teal-700 font-semibold">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">东方电气</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">国产F级50MW燃气轮机商业化</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">技术突破+政策补贴</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">订单交付不及预期</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">金卡智能</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">智能燃气表龙头，绑定燃气公司</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">住建部强制改造政策</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">价格战导致毛利率下滑</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">应流股份</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">燃气轮机叶片国产化</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">通过"两机专项"认证，订单饱满</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">高温合金价格波动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">水发燃气</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">燃气调压站+LNG接收站</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">顺价机制改善现金流</td>
|
||
<td class="py-3 px-4 text-gray-600 text-sm">天然气价格波动</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card rounded-xl shadow-lg p-6 mb-8">
|
||
<div class="flex items-center mb-6">
|
||
<div class="w-2 h-8 bg-orange-500 rounded mr-3"></div>
|
||
<h2 class="text-2xl font-bold text-gray-800">潜在风险与挑战</h2>
|
||
</div>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-orange-50 rounded-lg p-5 border border-orange-100">
|
||
<h3 class="font-bold text-orange-700 mb-4 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-2"></i>主要风险
|
||
</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-white rounded p-4 border border-orange-200">
|
||
<p class="font-medium text-gray-800 mb-1">技术风险</p>
|
||
<p class="text-gray-600 text-sm">燃气轮机掺氢燃烧技术尚未大规模验证，存在回火、NOx超标风险</p>
|
||
</div>
|
||
<div class="bg-white rounded p-4 border border-orange-200">
|
||
<p class="font-medium text-gray-800 mb-1">商业化风险</p>
|
||
<p class="text-gray-600 text-sm">智能燃气表单价300-500元/台，若燃气公司资金紧张，可能推迟改造</p>
|
||
</div>
|
||
<div class="bg-white rounded p-4 border border-orange-200">
|
||
<p class="font-medium text-gray-800 mb-1">政策风险</p>
|
||
<p class="text-gray-600 text-sm">若天然气价格暴涨，政府可能暂缓顺价机制</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-rose-50 rounded-lg p-5 border border-rose-100">
|
||
<h3 class="font-bold text-rose-700 mb-4 flex items-center">
|
||
<i class="fas fa-info-circle mr-2"></i>信息矛盾
|
||
</h3>
|
||
<div class="bg-white rounded p-4 border border-rose-200">
|
||
<p class="font-medium text-gray-800 mb-2">供需缺口</p>
|
||
<div class="space-y-2 text-sm">
|
||
<div class="flex items-start">
|
||
<i class="fas fa-chart-bar text-rose-500 mt-0.5 mr-2"></i>
|
||
<p class="text-gray-600">研报预测2025年全球燃气轮机需求<strong>10GW</strong></p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<i class="fas fa-industry text-rose-500 mt-0.5 mr-2"></i>
|
||
<p class="text-gray-600">路演显示西门子产能仅<strong>5GW/年</strong></p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<i class="fas fa-exclamation text-rose-500 mt-0.5 mr-2"></i>
|
||
<p class="text-gray-600">存在明显供需缺口，可能导致价格上涨</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card rounded-xl shadow-lg p-6 mb-8">
|
||
<div class="flex items-center mb-6">
|
||
<div class="w-2 h-8 bg-indigo-500 rounded mr-3"></div>
|
||
<h2 class="text-2xl font-bold text-gray-800">综合结论与投资启示</h2>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-r from-indigo-50 to-purple-50 rounded-lg p-6 border border-indigo-100 mb-6">
|
||
<h3 class="font-bold text-indigo-700 mb-3">阶段判断</h3>
|
||
<p class="text-gray-700 text-lg">
|
||
燃气设备概念处于<strong class="text-indigo-600">"政策落地+技术验证"</strong>的过渡期，<strong class="text-purple-600">非纯主题炒作</strong>，基本面驱动逐步显现。
|
||
</p>
|
||
</div>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-indigo-50 rounded-lg p-5 border border-indigo-100">
|
||
<h3 class="font-bold text-indigo-700 mb-3 flex items-center">
|
||
<i class="fas fa-coins mr-2"></i>投资方向
|
||
</h3>
|
||
<div class="space-y-4">
|
||
<div>
|
||
<p class="font-medium text-indigo-600 mb-2">短期</p>
|
||
<div class="bg-white rounded p-3 border border-indigo-200">
|
||
<p class="text-gray-700"><strong class="text-indigo-600">智能燃气表</strong>（金卡智能）</p>
|
||
<p class="text-gray-700"><strong class="text-indigo-600">燃气调压装置</strong>（水发燃气）</p>
|
||
<p class="text-gray-600 text-sm mt-1">受益于顺价机制+强制改造</p>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<p class="font-medium text-indigo-600 mb-2">长期</p>
|
||
<div class="bg-white rounded p-3 border border-indigo-200">
|
||
<p class="text-gray-700"><strong class="text-indigo-600">燃气轮机国产化</strong>（东方电气、应流股份）</p>
|
||
<p class="text-gray-600 text-sm mt-1">受益于AI数据中心+氢能掺烧</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-purple-50 rounded-lg p-5 border border-purple-100">
|
||
<h3 class="font-bold text-purple-700 mb-3 flex items-center">
|
||
<i class="fas fa-chart-line mr-2"></i>跟踪指标
|
||
</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 w-8 h-8 rounded-full bg-purple-100 flex items-center justify-center mr-3">
|
||
<i class="fas fa-file-alt text-purple-600 text-sm"></i>
|
||
</div>
|
||
<div>
|
||
<p class="font-medium text-gray-800">政策</p>
|
||
<p class="text-gray-600 text-sm">2025Q1各地顺价机制细则落地情况</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 w-8 h-8 rounded-full bg-purple-100 flex items-center justify-center mr-3">
|
||
<i class="fas fa-shopping-cart text-purple-600 text-sm"></i>
|
||
</div>
|
||
<div>
|
||
<p class="font-medium text-gray-800">订单</p>
|
||
<p class="text-gray-600 text-sm">东方电气燃气轮机月度中标量、金卡智能智能表出货量</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 w-8 h-8 rounded-full bg-purple-100 flex items-center justify-center mr-3">
|
||
<i class="fas fa-flask text-purple-600 text-sm"></i>
|
||
</div>
|
||
<div>
|
||
<p class="font-medium text-gray-800">技术</p>
|
||
<p class="text-gray-600 text-sm">西门子掺氢燃气轮机2025年测试结果</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<div class="card rounded-xl shadow-lg p-6">
|
||
<div class="flex items-center mb-6">
|
||
<div class="w-2 h-8 bg-blue-500 rounded mr-3"></div>
|
||
<h2 class="text-2xl font-bold text-gray-800">关联股票</h2>
|
||
</div>
|
||
|
||
<div class="responsive-table">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
|
||
<thead class="bg-blue-50">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left text-blue-700 font-semibold">股票名称</th>
|
||
<th class="py-3 px-4 text-left text-blue-700 font-semibold">行业分类</th>
|
||
<th class="py-3 px-4 text-left text-blue-700 font-semibold">关联理由</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">顺钠股份</td>
|
||
<td class="py-3 px-4 text-gray-600">燃气具</td>
|
||
<td class="py-3 px-4 text-gray-600">涉及燃气具产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">蓝天燃气</td>
|
||
<td class="py-3 px-4 text-gray-600">燃气具</td>
|
||
<td class="py-3 px-4 text-gray-600">涉及燃气具产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">万和电气</td>
|
||
<td class="py-3 px-4 text-gray-600">燃气具</td>
|
||
<td class="py-3 px-4 text-gray-600">涉及燃气具产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">深圳燃气</td>
|
||
<td class="py-3 px-4 text-gray-600">燃气具</td>
|
||
<td class="py-3 px-4 text-gray-600">涉及燃气具产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">长青集团</td>
|
||
<td class="py-3 px-4 text-gray-600">燃气具</td>
|
||
<td class="py-3 px-4 text-gray-600">涉及燃气具产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">华润燃气</td>
|
||
<td class="py-3 px-4 text-gray-600">燃气具</td>
|
||
<td class="py-3 px-4 text-gray-600">涉及燃气具产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">成都燃气</td>
|
||
<td class="py-3 px-4 text-gray-600">燃气具</td>
|
||
<td class="py-3 px-4 text-gray-600">涉及燃气具产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">水发燃气</td>
|
||
<td class="py-3 px-4 text-gray-600">燃气具</td>
|
||
<td class="py-3 px-4 text-gray-600">涉及燃气具产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">陕天然气</td>
|
||
<td class="py-3 px-4 text-gray-600">燃气具</td>
|
||
<td class="py-3 px-4 text-gray-600">涉及燃气具产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">真兰仪表</td>
|
||
<td class="py-3 px-4 text-gray-600">燃气软管</td>
|
||
<td class="py-3 px-4 text-gray-600">涉及燃气软管产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">天富能源</td>
|
||
<td class="py-3 px-4 text-gray-600">燃气软管</td>
|
||
<td class="py-3 px-4 text-gray-600">涉及燃气软管产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">华帝股份</td>
|
||
<td class="py-3 px-4 text-gray-600">燃气软管</td>
|
||
<td class="py-3 px-4 text-gray-600">涉及燃气软管产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">航天晨光</td>
|
||
<td class="py-3 px-4 text-gray-600">燃气软管</td>
|
||
<td class="py-3 px-4 text-gray-600">涉及燃气软管产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">顾地科技</td>
|
||
<td class="py-3 px-4 text-gray-600">燃气软管</td>
|
||
<td class="py-3 px-4 text-gray-600">涉及燃气软管产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">伟星新材</td>
|
||
<td class="py-3 px-4 text-gray-600">燃气软管</td>
|
||
<td class="py-3 px-4 text-gray-600">涉及燃气软管产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">永和智控</td>
|
||
<td class="py-3 px-4 text-gray-600">燃气阀门（自闭阀）</td>
|
||
<td class="py-3 px-4 text-gray-600">涉及燃气阀门（自闭阀）产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">天富能源</td>
|
||
<td class="py-3 px-4 text-gray-600">燃气阀门（自闭阀）</td>
|
||
<td class="py-3 px-4 text-gray-600">涉及燃气阀门（自闭阀）产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">成都燃气</td>
|
||
<td class="py-3 px-4 text-gray-600">燃气阀门（自闭阀）</td>
|
||
<td class="py-3 px-4 text-gray-600">涉及燃气阀门（自闭阀）产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">先锋电子</td>
|
||
<td class="py-3 px-4 text-gray-600">燃气阀门（自闭阀）</td>
|
||
<td class="py-3 px-4 text-gray-600">涉及燃气阀门（自闭阀）产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">金卡智能</td>
|
||
<td class="py-3 px-4 text-gray-600">燃气阀门（自闭阀）</td>
|
||
<td class="py-3 px-4 text-gray-600">涉及燃气阀门（自闭阀）产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">威星智能</td>
|
||
<td class="py-3 px-4 text-gray-600">燃气阀门（自闭阀）</td>
|
||
<td class="py-3 px-4 text-gray-600">涉及燃气阀门（自闭阀）产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">威星智能</td>
|
||
<td class="py-3 px-4 text-gray-600">燃气探测器</td>
|
||
<td class="py-3 px-4 text-gray-600">涉及燃气探测器产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">青鸟消防</td>
|
||
<td class="py-3 px-4 text-gray-600">燃气探测器</td>
|
||
<td class="py-3 px-4 text-gray-600">涉及燃气探测器产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">辰安科技</td>
|
||
<td class="py-3 px-4 text-gray-600">燃气探测器</td>
|
||
<td class="py-3 px-4 text-gray-600">涉及燃气探测器产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">万讯自控</td>
|
||
<td class="py-3 px-4 text-gray-600">燃气探测器</td>
|
||
<td class="py-3 px-4 text-gray-600">涉及燃气探测器产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">四方光电</td>
|
||
<td class="py-3 px-4 text-gray-600">燃气探测器</td>
|
||
<td class="py-3 px-4 text-gray-600">涉及燃气探测器产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">汉威科技</td>
|
||
<td class="py-3 px-4 text-gray-600">燃气探测器</td>
|
||
<td class="py-3 px-4 text-gray-600">涉及燃气探测器产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">先锋电子</td>
|
||
<td class="py-3 px-4 text-gray-600">燃气探测器</td>
|
||
<td class="py-3 px-4 text-gray-600">涉及燃气探测器产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">前进科技</td>
|
||
<td class="py-3 px-4 text-gray-600">北交所</td>
|
||
<td class="py-3 px-4 text-gray-600">北交所上市公司</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">利通科技</td>
|
||
<td class="py-3 px-4 text-gray-600">北交所</td>
|
||
<td class="py-3 px-4 text-gray-600">北交所上市公司</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化Vanta.js背景效果
|
||
VANTA.WAVES({
|
||
el: "#vanta-bg",
|
||
mouseControls: true,
|
||
touchControls: true,
|
||
gyroControls: false,
|
||
minHeight: 200.00,
|
||
minWidth: 200.00,
|
||
scale: 1.00,
|
||
scaleMobile: 1.00,
|
||
color: 0x1a73e8,
|
||
shininess: 30.00,
|
||
waveHeight: 10.00,
|
||
waveSpeed: 0.75,
|
||
zoom: 0.75
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |