557 lines
39 KiB
HTML
557 lines
39 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>深度行业研究报告: 锂资源</title>
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<style>
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body {
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font-family: 'Exo 2', sans-serif;
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background: #000010;
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background-image:
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radial-gradient(ellipse at 30% 20%, rgba(100, 120, 255, 0.15) 0%, transparent 70%),
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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="max-w-7xl mx-auto space-y-8">
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<!-- Header -->
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<header class="text-center space-y-2 py-4">
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<h1 class="text-4xl md:text-5xl font-bold bg-clip-text text-transparent bg-gradient-to-r from-cyan-400 via-purple-400 to-pink-500">
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深度行业研究报告: 锂资源
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</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” 呈现
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<br>
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本报告为AI合成数据，不构成投资建议，投资需谨慎。
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</p>
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</header>
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<!-- Insight Section -->
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<main class="space-y-8">
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<div class="glass-card p-6 md:p-8 glow-border">
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<h2 class="text-2xl font-bold mb-4 text-cyan-300">核心观点摘要</h2>
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<p class="text-lg text-gray-300 leading-relaxed">
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锂资源概念正处于周期底部的关键转折点，行业正从无序扩张后的“去产能”阵痛期，逐步转向由成本曲线主导的“价值重估”阶段。其核心驱动力已从下游需求的狂热预期，转变为上游供给侧的结构性出清与资源质量的竞争。未来潜力在于，完成出清后，拥有<strong>低成本、高自给率、合规矿权</strong>的头部企业将享受行业复苏带来的更高利润弹性。
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</p>
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</div>
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<div class="bento-grid">
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<div class="glass-card p-6 bento-item-large space-y-4">
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<h3 class="text-xl font-semibold text-purple-300">概念事件时间轴</h3>
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<div id="timeline-chart" class="w-full h-80"></div>
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</div>
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<div class="glass-card p-6 bento-item-tall space-y-4">
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<h3 class="text-xl font-semibold text-purple-300">关键催化剂 & 长期路径</h3>
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<div class="prose-custom max-w-none">
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<h4>近期催化剂 (3-6个月)</h4>
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<ul>
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<li><strong>国内矿产合规审查扩大化:</strong> 监管是否从藏格、宜春延伸至其他主产区。</li>
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<li><strong>海外矿企财报与指引:</strong> 验证全球供给端出清的真实程度。</li>
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<li><strong>下游排产数据:</strong> 验证储能等领域在传统淡季的需求韧性。</li>
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</ul>
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<h4>长期发展路径</h4>
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<ul>
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<li><strong>出清与整合期 (当前-2026):</strong> 淘汰高成本产能，头部企业并购窗口期。</li>
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<li><strong>供需再平衡期 (2026-2027):</strong> 库存去化，锂价中枢从成本线向盈利线抬升。</li>
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<li><strong>新增长曲线期 (2028+):</strong> 大型优质项目投产，固态电池等技术突破带来新需求。</li>
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</ul>
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</div>
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</div>
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<div class="glass-card p-6 bento-item-large space-y-4">
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<h3 class="text-xl font-semibold text-purple-300">核心逻辑与市场认知分析</h3>
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<div class="prose-custom max-w-none">
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<h4>核心驱动力：从"需求增长"到"供给生存"</h4>
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<p>行业驱动力已切换至供给侧的<strong>“生存法则”</strong>。首先，<strong>成本竞争替代规模扩张</strong>，锂价击穿部分产能成本线，拥有格林布什（~350美元/吨）、Bikita矿（<350美元/吨）等低成本资产的公司获得巨大生存优势。其次，<strong>资源自主可控成为关键</strong>，中国加大国内勘探力度和合规审查，为拥有国内合规、优质矿权的企业提供了确定性溢价。</p>
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<h4>市场情绪：从"悲观麻木"到"谨慎乐观"</h4>
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<p>市场情绪快速转变，前期弥漫供给过剩担忧，近期因供应扰动和期货异动，市场情绪显著转暖，券商观点转向积极。但对需求和高成本产能复产的担忧仍在，信心尚不稳固。</p>
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<h4>预期差分析</h4>
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<ol>
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<li><strong>供给收缩的广度与深度:</strong> 市场可能低估了国内合规问题带来的系统性收缩潜力，这或影响全球供给10-13个百分点。</li>
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<li><strong>非洲锂矿成本的认知偏差:</strong> 市场对非洲矿成本印象普遍偏高，但中矿资源Bikita矿已达全球第一梯队，构成对特定公司价值判断的预期差。</li>
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<li><strong>项目建设的“规划”与“现实”:</strong> 远期供给的兑现将远比规划的要慢、要困难，实际的供需平衡点可能比市场预期的更早到来。</li>
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</ol>
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</div>
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</div>
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</div>
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<div class="glass-card p-6 md:p-8 space-y-4">
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<h3 class="text-2xl font-bold mb-4 text-cyan-300">产业链与核心公司深度剖析</h3>
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<div x-data="{ tab: 'comparison' }" class="w-full">
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<div class="tabs tabs-boxed bg-black/30 mb-4">
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<a class="tab" :class="{'tab-active': tab === 'comparison'}" @click="tab = 'comparison'">核心玩家对比</a>
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<a class="tab" :class="{'tab-active': tab === 'chart'}" @click="tab = 'chart'">资源权益量对比</a>
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<a class="tab" :class="{'tab-active': tab === 'risk'}" @click="tab = 'risk'">潜在风险与挑战</a>
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</div>
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<div x-show="tab === 'comparison'">
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<div class="overflow-x-auto">
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<table class="table table-zebra w-full text-sm">
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<thead>
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<tr class="text-white">
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<th>公司</th>
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<th>竞争优势</th>
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<th>业务进展与验证</th>
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<th>潜在风险</th>
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<th class="text-center">逻辑纯粹度</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td><strong>天齐锂业</strong></td>
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<td>资源禀赋全球顶尖，100%自给</td>
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<td>拥有全球成本最低的格林布什矿，国内措拉复工</td>
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<td>对单一资产依赖度高，SQM投资收益波动</td>
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<td class="text-center"><div class="badge badge-accent">极高</div></td>
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</tr>
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<tr>
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<td><strong>赣锋锂业</strong></td>
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<td>全球化、多元化布局，全产业链一体化</td>
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<td>非洲、阿根廷项目投产，自给率稳步提升至45%</td>
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<td>资源组合成本偏高，海外运营风险复杂</td>
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<td class="text-center"><div class="badge badge-primary">较高</div></td>
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</tr>
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<tr>
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<td><strong>中矿资源</strong></td>
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<td>“非洲黑马”，成本控制极致，执行力强</td>
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<td>Bikita矿成本降至6万元/吨，已实现100%原料自给</td>
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<td>资产集中于非洲，面临单一国家地缘政治风险</td>
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<td class="text-center"><div class="badge badge-accent">非常高</div></td>
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</tr>
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<tr>
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<td><strong>盛新锂能</strong></td>
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<td>冶炼产能领先，远期资源潜力巨大</td>
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<td>参股亚洲最大单体锂矿木绒锂矿，但2028年才释放产能</td>
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<td>当前自给率低，盈利受外购矿成本影响大</td>
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<td class="text-center"><div class="badge badge-secondary">中等</div></td>
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</tr>
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<tr>
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<td><strong>永兴材料</strong></td>
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<td>锂云母提锂技术和成本领先</td>
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<td>低锂价下凸显成本优势，部分同行停产</td>
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<td>面临更严格的环保（锂渣处理）约束</td>
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<td class="text-center"><div class="badge badge-primary">高</div></td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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<div x-show="tab === 'chart'" x-cloak>
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<div id="equity-chart" class="w-full h-96"></div>
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</div>
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<div x-show="tab === 'risk'" x-cloak>
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<div class="prose-custom max-w-none p-4 bg-black/20 rounded-lg">
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<ul>
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<li><strong>技术风险:</strong> 国内部分锂矿因基础设施和生态脆弱，开发进度不如预期；盐湖多处高海拔地区，开采难度大。</li>
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<li><strong>商业化风险:</strong> 高成本产能的“僵而不死”是最大风险。地方政府保就业、企业期货套保等因素可能导致亏损产能无法被迅速、彻底地清除，压制价格反弹空间。</li>
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<li><strong>政策与竞争风险:</strong> 国内矿产合规性审查是双刃剑，带来不确定性。海外资源国的地缘政治风险、资源民族主义是长期挑战。</li>
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<li><strong>信息交叉验证风险:</strong> 市场对供给过剩程度、非洲矿成本、项目投产时间等关键信息存在巨大分歧和认知偏差，构成投资决策的主要不确定性。</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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<!-- Supporting Data Tabs -->
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<div class="glass-card p-6 md:p-8" x-data="{ tab: 'news' }">
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<h2 class="text-2xl font-bold mb-6 text-cyan-300">深度数据支撑</h2>
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<div role="tablist" class="tabs tabs-lifted">
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<a role="tab" class="tab" :class="{'tab-active': tab === 'news'}" @click="tab = 'news'">新闻数据</a>
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<a role="tab" class="tab" :class="{'tab-active': tab === 'roadshow'}" @click="tab = 'roadshow'">路演纪要</a>
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<a role="tab" class="tab" :class="{'tab-active': tab === 'research'}" @click="tab = 'research'">研报精粹</a>
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</div>
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<div class="py-4 space-y-2">
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<!-- News Content -->
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<div x-show="tab === 'news'" x-cloak class="space-y-4">
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<div class="collapse collapse-plus">
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<input type="radio" name="news-accordion" checked="checked" />
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<div class="collapse-title">一、 全球及海外锂资源宏观动态</div>
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<div class="collapse-content prose-custom max-w-none">
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<p><strong>供应端变化与趋势：</strong>海外锂矿减产范围扩大，行业并购重组加速。Arcadium因爬坡不顺及锂价低迷降低24年销量指引，暂缓多个项目建设。24Q2锂价回暖推动供应环比回升，但行业远期供给出清预期加强。</p>
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</div>
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</div>
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<div class="collapse collapse-plus">
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<input type="radio" name="news-accordion" />
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<div class="collapse-title">二、 中国国内锂资源状况与发展</div>
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<div class="collapse-content prose-custom max-w-none">
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<p><strong>储量跃升：</strong>我国锂矿资源量从全球占比6%升至16.5%，跃居世界第二。但天齐锂业董事长指出，资源对外依存度依然较高。</p>
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<p><strong>重点地区开发：</strong>四川雅江已探明锂矿资源2.2亿吨，引入宁德时代、天齐锂业等巨头。盐湖提锂产能密集落地，主场转向西藏。湖南临武大中矿业鸡脚山项目资源量达324万吨LCE。</p>
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<p><strong>供应预测：</strong>中国自产锂资源供应量预计到2027年达77万吨，较2024年增长83.3%。</p>
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<div id="supply-chart" class="w-full h-80 my-4"></div>
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</div>
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</div>
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<div class="collapse collapse-plus">
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<input type="radio" name="news-accordion" />
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<div class="collapse-title">三、 重点企业锂资源相关动态</div>
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<div class="collapse-content prose-custom max-w-none">
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<ul>
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<li><strong>赣锋锂业:</strong> 非洲马里Goulamina项目(24年12月)和阿根廷Mariana盐湖项目(25年2月)正式投产。</li>
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||
<li><strong>天齐锂业:</strong> 参与四川雅江开发，措拉锂矿全面复工。</li>
|
||
<li><strong>中矿资源:</strong> 收购赞比亚铜矿，回应称供货端减产有利于锂价。</li>
|
||
<li><strong>藏格矿业:</strong> 子公司因违规开采被责令停止，反映监管趋严。</li>
|
||
<li><strong>盛新锂能:</strong> 木绒锂矿规划年产7.5万吨，预计2028年放量。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus">
|
||
<input type="radio" name="news-accordion" />
|
||
<div class="collapse-title">四、 市场分析、价格展望与监管影响</div>
|
||
<div class="collapse-content prose-custom max-w-none">
|
||
<p><strong>供需与价格：</strong>市场对供需判断存在分歧。安泰科认为2024年供应过剩18万吨，价格或见年内新低。中信证券则认为锂价下行空间有限，有望走出底部。头部企业心态普遍乐观。</p>
|
||
<p><strong>监管影响：</strong>采矿权合规性审查趋严，藏格矿业事件和宜春红头文件引发市场对国内供应收缩的担忧。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Roadshow Content -->
|
||
<div x-show="tab === 'roadshow'" x-cloak class="space-y-4 max-h-[600px] overflow-y-auto pr-2">
|
||
<div class="collapse collapse-plus">
|
||
<input type="radio" name="roadshow-accordion" />
|
||
<div class="collapse-title">方正金属 | 枧下窝停产落地，锂资源供给出清节奏推演 (2025-08-11)</div>
|
||
<div class="collapse-content prose-custom max-w-none">
|
||
<p><strong>核心事件：</strong>江西“枧下窝”大型锂云母项目确认停产。</p>
|
||
<p><strong>行业现状：</strong>25年6-7月碳酸锂现货跌破6万元/吨，击穿50%产能成本线。除格林布什外，绝大多数项目处于现金流亏损。</p>
|
||
<p><strong>推演：</strong>中性情景下，国内不合规产能出清或影响全球供给10-13个百分点。价格底部区间由5.5万元上移至6.5-7万元。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus">
|
||
<input type="radio" name="roadshow-accordion" />
|
||
<div class="collapse-title">中信证券 | 海外锂资源经营更新及行业热点跟踪 (2024-11-27)</div>
|
||
<div class="collapse-content prose-custom max-w-none">
|
||
<p><strong>市场主线逻辑：</strong>供给端收缩（澳洲高成本矿山减产）；成本支撑（7万元/吨锂价被认为具备坚实底部）；需求重构（固态电池技术或推动需求增长）。</p>
|
||
<p><strong>矿山动态：</strong>高成本矿山如马里昂、乌吉娜减产，巴德山矿停产维护。低成本的格林布什产量增速超20%。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus">
|
||
<input type="radio" name="roadshow-accordion" />
|
||
<div class="collapse-title">浙商证券 | 破冰寻“锂” - 中矿资源 (2024-11-13)</div>
|
||
<div class="collapse-content prose-custom max-w-none">
|
||
<p><strong>中矿资源-锂业务：</strong>比基塔矿山锂辉石完全成本约6万元/吨，产能可提升至对应碳酸锂当量约5万吨。公司核心能力在于非洲快速建厂和多品种布局。</p>
|
||
<p><strong>需求驱动：</strong>宁德时代上调2025年排产计划，特别是储能需求旺盛。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus">
|
||
<input type="radio" name="roadshow-accordion" />
|
||
<div class="collapse-title">东吴电新 | 锂资源专家交流 (2024-09-11)</div>
|
||
<div class="collapse-content prose-custom max-w-none">
|
||
<p><strong>停产背景：</strong>江西部分矿山因锂盐价格（约7万元/吨）远低于成本而停产。宁德时代宜春矿山安排停产，可能月减产5000-6000吨。</p>
|
||
<p><strong>复产条件：</strong>锂价回升至成本线以上（约8万元/吨）且库存合理化。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Research Content -->
|
||
<div x-show="tab === 'research'" x-cloak class="space-y-4 max-h-[600px] overflow-y-auto pr-2">
|
||
<div class="collapse collapse-plus">
|
||
<input type="radio" name="research-accordion" />
|
||
<div class="collapse-title">中矿资源 (Zhongkuang Resources)</div>
|
||
<div class="collapse-content prose-custom max-w-none">
|
||
<p><strong>资源布局：</strong>通过收购加拿大Tanco矿山和津巴布韦Bikita矿山，完成关键布局。Bikita矿山自收购后完成三次增储，碳酸锂当量增长240%至288万吨。</p>
|
||
<p><strong>成本控制：</strong>锂盐单吨成本由2022年的12.1万元/吨下降至2024年的6.0万元/吨。主要得益于锂矿自给率大幅提升（2024上半年已完全自给）、提升锂辉石使用比例及能源成本优化。</p>
|
||
<p><strong>核心优势：</strong>地勘优势是底层核心竞争力，实现Bikita锂矿大幅增储。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus">
|
||
<input type="radio" name="research-accordion" />
|
||
<div class="collapse-title">赣锋锂业 (Ganfeng Lithium)</div>
|
||
<div class="collapse-content prose-custom max-w-none">
|
||
<p><strong>资源概况：</strong>全球化、多元化布局，控股及参股16个项目，涵盖锂辉石、盐湖、云母、黏土。2024年理论自给率45%。</p>
|
||
<p><strong>最新进展：</strong>马里Goulamina锂辉石项目和阿根廷Mariana盐湖项目已投产，将大幅降低公司锂盐成本。</p>
|
||
<p><strong>未来规划：</strong>规划2030年形成60万吨LCE锂产品产能，并积极布局固态电池上下游一体化能力。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus">
|
||
<input type="radio" name="research-accordion" />
|
||
<div class="collapse-title">天齐锂业 (Tianqi Lithium)</div>
|
||
<div class="collapse-content prose-custom max-w-none">
|
||
<p><strong>资源布局：</strong>已实现锂资源100%自给自足。核心资产为全球成本最低、品位最高的格林布什锂辉石矿。同时通过投资SQM和日喀则扎布耶布局盐湖资源。</p>
|
||
<p><strong>产能情况：</strong>格林布什锂精矿产能合计约162万吨/年，总规划产能214万吨/年。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus">
|
||
<input type="radio" name="research-accordion" />
|
||
<div class="collapse-title">盛新锂能 (Shengxin Lithium Energy)</div>
|
||
<div class="collapse-content prose-custom max-w-none">
|
||
<p><strong>核心资产：</strong>参股亚洲最大硬岩型单体锂矿——木绒锂矿，资源量达247万吨LCE。规划年产锂精矿57万吨。</p>
|
||
<p><strong>开采规划：</strong>预计2027年底投产，2028年释放产能。投产后将实现矿冶一体化，显著增强盈利能力。</p>
|
||
<p><strong>当前状况：</strong>拥有13.7万吨锂盐冶炼产能，但当前自有矿产量较低，资源自给率是未来提升关键。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Stock Data Section -->
|
||
<div class="glass-card p-6 md:p-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-cyan-300">核心标的梳理</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr class="text-base text-white">
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑/原因</th>
|
||
<th>其他标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>赣锋锂业</td><td><a href="https://valuefrontier.cn/company?scode=002460" target="_blank" class="link link-hover text-cyan-400">002460</a></td><td>锂资源权益量4907万吨LCE，冶炼端权益产能27万吨LCE。全球化、多元化布局，产业链一体化。</td><td><div class="badge badge-primary">锂辉石</div><div class="badge badge-secondary">盐湖</div><div class="badge badge-ghost">锂云母</div></td></tr>
|
||
<tr><td>天齐锂业</td><td><a href="https://valuefrontier.cn/company?scode=002466" target="_blank" class="link link-hover text-cyan-400">002466</a></td><td>锂资源权益量1790万吨LCE，冶炼端权益产能8万吨LCE。拥有全球最优质的格林布什锂矿，100%资源自给。</td><td><div class="badge badge-primary">锂辉石</div><div class="badge badge-secondary">盐湖</div></td></tr>
|
||
<tr><td>中矿资源</td><td><a href="https://valuefrontier.cn/company?scode=002738" target="_blank" class="link link-hover text-cyan-400">002738</a></td><td>锂资源权益量210万吨LCE，冶炼端权益产能7万吨LCE。Bikita矿成本控制极佳，已实现原料自给。</td><td><div class="badge badge-primary">锂辉石</div><div class="badge badge-ghost">锂云母</div></td></tr>
|
||
<tr><td>盛新锂能</td><td><a href="https://valuefrontier.cn/company?scode=002240" target="_blank" class="link link-hover text-cyan-400">002240</a></td><td>锂资源权益量255万吨LCE，冶炼端权益产能14万吨LCE。远期拥有亚洲最大单体锂矿木绒锂矿。</td><td><div class="badge badge-primary">锂辉石</div><div class="badge badge-secondary">盐湖</div></td></tr>
|
||
<tr><td>永兴材料</td><td><a href="https://valuefrontier.cn/company?scode=002756" target="_blank" class="link link-hover text-cyan-400">002756</a></td><td>锂资源权益量111万吨LCE，冶炼端权益产能3万吨LCE。国内锂云母提锂龙头，成本优势显著。</td><td><div class="badge badge-ghost">锂云母</div></td></tr>
|
||
<tr><td>盐湖股份</td><td><a href="https://valuefrontier.cn/company?scode=000792" target="_blank" class="link link-hover text-cyan-400">000792</a></td><td>锂资源权益量1049万吨LCE，冶炼端权益产能4万吨LCE。国内盐湖提锂巨头，成本优势。</td><td><div class="badge badge-secondary">盐湖</div></td></tr>
|
||
<tr><td>紫金矿业</td><td><a href="https://valuefrontier.cn/company?scode=601899" target="_blank" class="link link-hover text-cyan-400">601899</a></td><td>锂资源权益量1066万吨LCE，冶炼端权益产能4万吨LCE。综合性矿业巨头，布局锂资源。</td><td><div class="badge badge-info">综合矿业</div></td></tr>
|
||
<tr><td>藏格矿业</td><td><a href="https://valuefrontier.cn/company?scode=000408" target="_blank" class="link link-hover text-cyan-400">000408</a></td><td>锂资源权益量232万吨LCE，冶炼端权益产能1万吨LCE。拥有青海察尔汗盐湖采矿权。</td><td><div class="badge badge-secondary">盐湖</div></td></tr>
|
||
<tr><td>雅化集团</td><td><a href="https://valuefrontier.cn/company?scode=002497" target="_blank" class="link link-hover text-cyan-400">002497</a></td><td>锂资源权益量86万吨LCE，冶炼端权益产能10万吨LCE。拥有四川李家沟和津巴布韦卡玛蒂维锂矿。</td><td><div class="badge badge-primary">锂辉石</div></td></tr>
|
||
<tr><td>融捷股份</td><td><a href="https://valuefrontier.cn/company?scode=002192" target="_blank" class="link link-hover text-cyan-400">002192</a></td><td>锂资源权益量89万吨LCE，冶炼端权益产能1万吨LCE。拥有康定甲基卡锂辉石矿。</td><td><div class="badge badge-primary">锂辉石</div></td></tr>
|
||
<tr><td>大中矿业</td><td><a href="https://valuefrontier.cn/company?scode=001203" target="_blank" class="link link-hover text-cyan-400">001203</a></td><td>鸡脚山锂矿规划建设4万吨/年碳酸锂产能，具备大-超大型锂辉石矿产资源潜力。</td><td><div class="badge badge-primary">锂辉石</div></td></tr>
|
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</tbody>
|
||
</table>
|
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</div>
|
||
|
||
<div class="mt-8">
|
||
<h3 class="text-xl font-bold mb-4 text-purple-300">涨幅异动分析</h3>
|
||
<div class="grid md:grid-cols-2 gap-4">
|
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<div class="p-4 bg-black/20 rounded-xl border border-white/10">
|
||
<div class="flex justify-between items-center mb-2">
|
||
<span class="font-bold text-lg">天力锂能 (301152)</span>
|
||
<span class="text-success">+5.95% (2025-07-17)</span>
|
||
</div>
|
||
<p class="text-sm text-gray-400">上涨主要受锂矿板块整体强势带动。催化剂为藏格矿业子公司因违规被责令停产，引发国内供应收紧预期；同时澳大利亚Mt Cattlin锂矿停产，强化全球供应减少预期。市场资金轮动至资源板块。</p>
|
||
</div>
|
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<div class="p-4 bg-black/20 rounded-xl border border-white/10">
|
||
<div class="flex justify-between items-center mb-2">
|
||
<span class="font-bold text-lg">永杉锂业 (603399)</span>
|
||
<span class="text-success">+10.02% (2025-07-24)</span>
|
||
</div>
|
||
<p class="text-sm text-gray-400">核心驱动为碳酸锂期货连续两日涨停，引爆板块行情。公司无自有矿山，原料外购，在锂价反弹时具备高价格弹性，受资金博弈追捧。供给端扰动（江西文件、青海停产传闻）强化涨价预期。</p>
|
||
</div>
|
||
</div>
|
||
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|
||
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|
||
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|
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|
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|
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|
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<p class="text-xs text-gray-500">报告生成时间: <span id="generation-time"></span> | 价值前沿 AI Agent</p>
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||
}],
|
||
backgroundColor: 'transparent'
|
||
};
|
||
equityChart.setOption(equityOption);
|
||
|
||
// Chart 3: Supply Forecast
|
||
var supplyChart = echarts.init(document.getElementById('supply-chart'));
|
||
var supplyOption = {
|
||
tooltip: { trigger: 'axis' },
|
||
legend: { data: ['2024年', '2027年'], textStyle: { color: '#e0e0e0' } },
|
||
grid: { left: '3%', right: '4%', bottom: '3%', containLabel: true },
|
||
xAxis: { type: 'category', data: ['锂辉石', '锂云母', '盐湖', '回收'], axisLabel: { color: '#aaa' } },
|
||
yAxis: { type: 'value', name: '供应量 (万吨)', splitLine: { lineStyle: { color: 'rgba(255,255,255,0.1)' } }, axisLabel: { color: '#aaa' } },
|
||
series: [
|
||
{ name: '2024年', type: 'bar', data: [5, 15, 14, 8], itemStyle: { color: '#00ffff' } },
|
||
{ name: '2027年', type: 'bar', data: [18, 15, 24, 20], itemStyle: { color: '#ff00ff' } }
|
||
],
|
||
backgroundColor: 'transparent'
|
||
};
|
||
supplyChart.setOption(supplyOption);
|
||
|
||
window.addEventListener('resize', function() {
|
||
timelineChart.resize();
|
||
equityChart.resize();
|
||
supplyChart.resize();
|
||
});
|
||
});
|
||
|
||
</script>
|
||
</body>
|
||
</html> |