483 lines
35 KiB
HTML
483 lines
35 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>制氢电解槽 - 深度行业研究报告</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<style>
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body {
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font-family: 'Lexend', 'Inter', sans-serif;
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background-color: #0c0a1a;
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background-image:
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radial-gradient(circle at 10% 10%, rgba(100, 116, 139, 0.2) 0%, transparent 30%),
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radial-gradient(circle at 80% 90%, rgba(56, 189, 248, 0.15) 0%, transparent 40%),
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radial-gradient(circle at 50% 50%, rgba(139, 92, 246, 0.1) 0%, transparent 35%);
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overflow-x: hidden;
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}
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.glass-card {
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background: rgba(23, 23, 40, 0.5);
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-webkit-backdrop-filter: blur(20px);
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backdrop-filter: blur(20px);
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border: 1px solid rgba(100, 116, 139, 0.2);
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transition: all 0.3s ease;
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}
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background: rgba(30, 30, 50, 0.6);
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border: 1px solid rgba(100, 116, 139, 0.4);
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box-shadow: 0 0 25px rgba(56, 189, 248, 0.1);
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}
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.text-glow {
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text-shadow: 0 0 8px rgba(56, 189, 248, 0.5);
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}
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.border-glow {
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box-shadow: 0 0 15px rgba(139, 92, 246, 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(12, 1fr);
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gap: 1.5rem;
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}
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.grid-item {
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border-radius: 1.5rem;
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padding: 1.5rem;
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}
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@media (max-width: 1024px) {
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.bento-grid {
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grid-template-columns: repeat(1, 1fr);
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}
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}
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</style>
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</head>
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<body class="text-slate-300">
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<div class="container mx-auto p-4 sm:p-6 lg:p-8">
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<!-- Header -->
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<header class="text-center mb-12">
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<h1 class="text-4xl lg:text-6xl font-bold text-transparent bg-clip-text bg-gradient-to-r from-sky-300 via-violet-400 to-sky-300 text-glow mb-4">
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制氢电解槽 行业深度报告
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</h1>
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<p class="text-slate-400">北京价值前沿科技有限公司 AI投研agent：“价小前投研” 呈现</p>
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<p class="text-xs text-slate-500 mt-2">本报告为AI合成数据，投资需谨慎。</p>
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</header>
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<!-- Bento Grid for Insight -->
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<main class="bento-grid">
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<!-- 0. 概念事件 -->
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<section class="grid-item glass-card border-glow col-span-12 lg:col-span-8">
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<h2 class="text-2xl font-bold mb-4 text-sky-300 text-glow">概念驱动事件序列</h2>
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<ul class="space-y-4 timeline timeline-snap-icon max-md:timeline-compact timeline-vertical">
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<li>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-violet-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end md:text-left mb-10">
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<time class="font-mono italic text-slate-400">2021-至今</time>
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<div class="text-lg font-black text-slate-200">宏观背景与政策奠基</div>
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全球“双碳”目标确立，中国发布《氢能产业发展中长期规划》，为电解槽产业提供顶层设计。地方政策密集出台，国家标准启动研制，行业走向规范化。
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</div>
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<hr class="bg-violet-400/50"/>
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</li>
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<li>
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<hr class="bg-violet-400/50"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-violet-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic text-slate-400">2022-2023</time>
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<div class="text-lg font-black text-slate-200">市场启动与需求爆发</div>
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市场呈现“爆发式增长”，从概念导入进入快速成长期。新疆库车等大型绿氢项目催生对1000Nm³/h及以上大标方电解槽的需求，中东、北非等海外市场开启巨大想象空间。
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</div>
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<hr class="bg-violet-400/50"/>
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</li>
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<li>
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<hr class="bg-violet-400/50"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-violet-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end mb-10">
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<time class="font-mono italic text-slate-400">2024-至今</time>
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<div class="text-lg font-black text-slate-200">技术迭代与竞争加剧</div>
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双良节能(5000标方)、航天科技(2000标方)等产品发布，单体设备竞赛白热化。ALK仍是主流(>90%)，但PEM被视为未来方向。价格战激烈，行业协会发布《健康发展倡议书》警示“内卷”。
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</div>
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<hr class="bg-violet-400/50"/>
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</li>
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<li>
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<hr class="bg-violet-400/50"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-violet-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic text-slate-400">2025年</time>
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<div class="text-lg font-black text-slate-200">资本市场催化</div>
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和展能源斩获1.2GW大基地指标和6亿EPC订单，引爆“大项目落地”预期；洪田股份与中石化资本合资，深度绑定下游巨头；天元智能中标中广核集采，验证央企认可逻辑。
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</div>
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</li>
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</ul>
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</section>
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<!-- 1. 核心观点摘要 -->
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<section class="grid-item glass-card col-span-12 lg:col-span-4">
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<h2 class="text-2xl font-bold mb-4 text-sky-300 text-glow">核心观点摘要</h2>
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<p class="text-slate-300 leading-relaxed">
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制氢电解槽正处于由政策驱动迈向市场化爆发的<strong class="text-violet-300">产业成长初期</strong>。
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其核心驱动力源于全球脱碳背景下绿氢的战略需求，以及可再生能源成本下降带来的经济性拐点预期。
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未来潜力巨大，但当前行业正经历着技术路线迭代、产能扩张与激烈价格战交织的<strong class="text-violet-300">格局重塑期</strong>，机遇与风险并存。
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</p>
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</section>
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<!-- 2. 核心逻辑与市场认知分析 -->
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<section class="grid-item glass-card col-span-12">
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<h2 class="text-2xl font-bold mb-4 text-sky-300 text-glow">核心逻辑与市场认知分析</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-6">
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<div class="p-4 rounded-xl bg-slate-800/30">
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<h3 class="font-bold text-lg text-slate-200 mb-2">政策强制驱动</h3>
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<p class="text-sm text-slate-400">全球“碳中和”议程是根本逻辑，《氢能产业发展中长期规划》等国家级战略提供了长期确定性，是支撑整个概念的基石。</p>
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</div>
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<div class="p-4 rounded-xl bg-slate-800/30">
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<h3 class="font-bold text-lg text-slate-200 mb-2">经济性驱动</h3>
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<p class="text-sm text-slate-400">LCOH(平准化制氢成本)是关键。风光发电成本下降 + 电解槽设备大型化降本(30-60%)，是驱动商业化应用的核心经济逻辑。</p>
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</div>
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<div class="p-4 rounded-xl bg-slate-800/30">
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<h3 class="font-bold text-lg text-slate-200 mb-2">技术迭代驱动</h3>
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<p class="text-sm text-slate-400">从ALK到PEM、AEM/SOEC的演进，是为了适配不同场景。ALK满足低成本需求，PEM瞄准与波动性可再生能源高效耦合的未来。</p>
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</div>
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<div class="p-4 rounded-xl bg-slate-800/30">
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<h3 class="font-bold text-lg text-slate-200 mb-2">海外市场拉动</h3>
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<p class="text-sm text-slate-400">中国电解槽凭借显著成本优势(仅为欧美1/5-1/4)，具备强大出口竞争力，中东等地从0到1的市场为国内产能提供了潜在出口。</p>
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</div>
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</div>
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<div class="mt-6 p-4 rounded-xl border border-sky-500/20 bg-sky-950/20">
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<h3 class="font-bold text-lg text-sky-300 mb-2">预期差分析</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-white">增长的“质”与“量”之差：</strong> 市场关注招标量的暴增，但可能忽略了价格战下“增收不增利”的盈利能力问题。研报称“价格已接近成本线”是显著预期差。</li>
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<li><strong class="text-white">增长的“连续性”与“波动性”之差：</strong> 招中标数据月度波动极大（10月同比-82.1%），项目落地呈“脉冲式”特征，市场可能高估了业绩释放的平稳性。</li>
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<li><strong class="text-white">技术路线的“理想”与“现实”之差：</strong> PEM被寄予厚望，但核心催化剂“铱”全球年产量仅7吨，资源约束严重，且寿命验证不足。市场可能低估了其大规模替代ALK的技术和资源障碍。</li>
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</ul>
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</div>
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</section>
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<!-- Echarts & Key Data -->
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<section class="grid-item glass-card col-span-12 lg:col-span-7">
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<h2 class="text-2xl font-bold mb-4 text-sky-300 text-glow">2025年月度招中标数据 (MW)</h2>
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<div id="biddingChart" style="width: 100%; height: 300px;"></div>
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<p class="text-xs text-slate-500 text-center mt-2">数据来源：新闻数据。数据显示出项目落地的“脉冲式”特征，月度波动巨大。</p>
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</section>
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<section class="grid-item glass-card col-span-12 lg:col-span-5">
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<h2 class="text-2xl font-bold mb-4 text-sky-300 text-glow">技术路线对比</h2>
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<div class="space-y-4">
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<div>
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<div class="flex justify-between items-center mb-1">
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<span class="font-semibold text-slate-200">碱性电解槽 (ALK) - 主流</span>
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<span class="text-violet-300 font-bold">~92% 市占率</span>
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</div>
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<progress class="progress progress-primary w-full" value="92" max="100"></progress>
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<p class="text-xs text-slate-400 mt-1">优势: 技术成熟, 成本低。劣势: 动态响应慢。</p>
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</div>
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<div>
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<div class="flex justify-between items-center mb-1">
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<span class="font-semibold text-slate-200">质子交换膜电解槽 (PEM) - 未来</span>
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<span class="text-sky-300 font-bold">~8% 市占率</span>
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</div>
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<progress class="progress progress-info w-full" value="8" max="100"></progress>
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<p class="text-xs text-slate-400 mt-1">优势: 响应快, 适配风光。劣势: 贵金属依赖, 成本高。</p>
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</div>
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<div>
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<div class="flex justify-between items-center mb-1">
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<span class="font-semibold text-slate-200">AEM / SOEC - 探索</span>
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<span class="text-slate-500 font-bold">实验室阶段</span>
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</div>
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<progress class="progress progress-secondary w-full" value="1" max="100"></progress>
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<p class="text-xs text-slate-400 mt-1">AEM兼具两者优点，SOEC高温高效，均为远期技术。</p>
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</div>
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</div>
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</section>
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<!-- 3. 关键催化剂与未来发展路径 -->
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<section class="grid-item glass-card col-span-12">
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<h2 class="text-2xl font-bold mb-4 text-sky-300 text-glow">关键催化剂与未来发展路径</h2>
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-6">
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<div>
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<h3 class="text-lg font-semibold text-violet-300 mb-3">近期催化剂 (3-6个月)</h3>
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<ul class="space-y-2 list-disc list-inside">
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<li><strong>“十五五”能源规划：</strong>明确氢能发展目标和风光制氢规模，提供最强政策催化。</li>
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<li><strong>海外大型订单落地：</strong>中东、北非GW级项目授标是重要验证节点。</li>
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<li><strong>非贵金属催化剂突破：</strong>PEM“去铱化”或AEM膜商业化进展，可能重塑技术路线预期。</li>
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<li><strong>国家级标准发布：</strong>抬高行业门槛，利好头部规范企业。</li>
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</ul>
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</div>
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<div>
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<h3 class="text-lg font-semibold text-violet-300 mb-3">长期发展路径</h3>
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<ol class="space-y-2 list-decimal list-inside">
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<li><strong>第一阶段 (当前-2026)：</strong>规模化与成本战。ALK为主流，竞争焦点是单槽规模和成本，行业洗牌加剧。</li>
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<li><strong>第二阶段 (2026-2030)：</strong>技术分化与场景融合。PEM成本显著下降，在离网、海风等场景规模化应用。</li>
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<li><strong>第三阶段 (2030以后)：</strong>智能化与生态化。电解槽与电网智能互动，行业从设备制造转向整体解决方案。</li>
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</ol>
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</div>
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</div>
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</section>
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<!-- 4. 产业链与核心公司深度剖析 -->
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<section class="grid-item glass-card col-span-12">
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<h2 class="text-2xl font-bold mb-4 text-sky-300 text-glow">产业链与核心玩家剖析</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-6">
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<div class="p-4 rounded-xl bg-slate-800/30">
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<h3 class="font-bold text-lg text-slate-200 mb-2">上游：核心零部件/材料</h3>
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<p class="text-sm text-slate-400">电源系统(禾望电气)、电极(科隆股份)、膜/膜电极(纳尔股份)、密封件(密封科技)。技术壁垒高，是价值链关键环节。</p>
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</div>
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<div class="p-4 rounded-xl bg-slate-800/30">
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<h3 class="font-bold text-lg text-slate-200 mb-2">中游：电解槽设备集成</h3>
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<p class="text-sm text-slate-400">ALK路线(隆基绿能, 双良节能), PEM路线(阳光电源)。竞争激烈，规模化和成本控制是关键。</p>
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</div>
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<div class="p-4 rounded-xl bg-slate-800/30">
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<h3 class="font-bold text-lg text-slate-200 mb-2">配套：生产与测试设备</h3>
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<p class="text-sm text-slate-400">测试系统(科威尔), 生产线(先导智能)。属于“卖铲人”，受益于整个行业的资本开支，确定性高。</p>
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</div>
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</div>
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<div class="space-y-4">
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<div class="collapse collapse-arrow glass-card">
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<input type="radio" name="my-accordion-2" checked="checked" />
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<div class="collapse-title text-xl font-medium text-slate-200">
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领导者 (规模+品牌)
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</div>
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<div class="collapse-content">
|
||
<p><strong>隆基绿能:</strong> 凭借光伏经验，以降本为主要策略，但需警惕产能过剩风险。氢能业务占比小，战略持续性待观察。</p>
|
||
<p class="mt-2"><strong>阳光电源:</strong> PEM技术领先，具备“光储氢”一体化解决方案能力，逻辑最顺畅。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-arrow glass-card">
|
||
<input type="radio" name="my-accordion-2" />
|
||
<div class="collapse-title text-xl font-medium text-slate-200">
|
||
实力追赶者 (技术+订单)
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p><strong>双良节能:</strong> 产品迭代迅速（发布5000m³产品），已斩获海内外订单，执行力强。</p>
|
||
<p class="mt-2"><strong>华光环能:</strong> 技术积累深厚，产品能耗指标优异，逻辑纯粹。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-arrow glass-card">
|
||
<input type="radio" name="my-accordion-2" />
|
||
<div class="collapse-title text-xl font-medium text-slate-200">
|
||
“卖铲人” (高壁垒+稀缺性)
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p><strong>科威尔:</strong> 提供PEM电解槽测试系统，产业链上游稀缺标的，商业模式优。</p>
|
||
<p class="mt-2"><strong>科隆股份:</strong> 切入高壁垒的电极材料，若成功导入核心客户，利润率高。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 5. 潜在风险与挑战 -->
|
||
<section class="grid-item glass-card col-span-12 lg:col-span-6">
|
||
<h2 class="text-2xl font-bold mb-4 text-red-400 text-glow">潜在风险与挑战</h2>
|
||
<ul class="space-y-3">
|
||
<li><span class="font-bold text-red-300">技术风险：</span>PEM对贵金属“铱”的依赖是其最大瓶颈；ALK与新能源适配性仍待攻关；设备长期运行的寿命与稳定性数据缺乏。</li>
|
||
<li><span class="font-bold text-red-300">商业化风险：</span>价格战激烈，企业可能“赢了订单、输了利润”；下游绿氢项目经济性不足（如库车项目利用率不高）将抑制装机需求。</li>
|
||
<li><span class="font-bold text-red-300">政策与竞争风险：</span>“内卷”加剧，市场出清是大概率事件；海外市场可能设置碳足迹等“绿色贸易壁垒”。</li>
|
||
<li><span class="font-bold text-red-300">信息交叉验证风险：</span>月度招中标数据波动巨大，产能与实际出货量存在鸿沟，需警惕数据陷阱。</li>
|
||
</ul>
|
||
</section>
|
||
|
||
<!-- 6. 综合结论与投资启示 -->
|
||
<section class="grid-item glass-card col-span-12 lg:col-span-6">
|
||
<h2 class="text-2xl font-bold mb-4 text-green-300 text-glow">综合结论与投资启示</h2>
|
||
<p class="mb-4">电解槽概念已<strong>进入基本面驱动的早期阶段，但伴随着显著的主题投资特征和非理性产能扩张</strong>。长期逻辑坚实，但短期盈利和竞争格局不确定性巨大。</p>
|
||
<div>
|
||
<h3 class="font-semibold text-lg text-green-200 mb-2">最具投资价值的细分环节：</h3>
|
||
<ol class="list-decimal list-inside space-y-2">
|
||
<li><strong>上游核心材料与“卖铲人”：</strong>具备高技术壁垒的核心材料（电极、膜）和关键配套设备（测试系统）环节，拥有更强议价能力和更优竞争格局。</li>
|
||
<li><strong>具备一体化解决方案能力的领导者：</strong>能将电解槽与电源、控制系统乃至下游应用深度绑定的企业，能构建超越单纯设备销售的生态护城河。</li>
|
||
</ol>
|
||
</div>
|
||
<div class="mt-4">
|
||
<h3 class="font-semibold text-lg text-green-200 mb-2">需重点跟踪的关键指标：</h3>
|
||
<ul class="list-disc list-inside space-y-1 text-sm">
|
||
<li>毛利率变化 (验证盈利能力)</li>
|
||
<li>海外订单占比及利润率 (验证增长质量)</li>
|
||
<li>PEM电解槽单位成本(元/kW) (观察技术进程)</li>
|
||
<li>下游绿氢项目实际运行利用小时数 (判断真实需求)</li>
|
||
</ul>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
|
||
<!-- Stock List -->
|
||
<section class="mt-12">
|
||
<h2 class="text-3xl font-bold text-center mb-8 text-sky-300 text-glow">相关概念股梳理</h2>
|
||
|
||
<div class="overflow-x-auto glass-card rounded-2xl p-4">
|
||
<table class="table table-zebra-zebra table-sm md:table-md">
|
||
<thead class="text-slate-200 text-base">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心关联逻辑</th>
|
||
<th>标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data from stock JSON -->
|
||
<tr><td>隆基绿能</td><td><a href='https://valuefrontier.cn/company?scode=601012' target='_blank' class='link link-hover link-primary'>601012</a></td><td>电解槽产能全球第一</td><td><div class='badge badge-primary badge-outline'>电解槽</div></td></tr>
|
||
<tr><td>阳光电源</td><td><a href='https://valuefrontier.cn/company?scode=300274' target='_blank' class='link link-hover link-primary'>300274</a></td><td>PEM电解槽</td><td><div class='badge badge-primary badge-outline'>电解槽</div></td></tr>
|
||
<tr><td>华电重工</td><td>-</td><td>碱性/PEM电解槽已应用内蒙/青海</td><td><div class='badge badge-primary badge-outline'>电解槽</div></td></tr>
|
||
<tr><td>双良节能</td><td><a href='https://valuefrontier.cn/company?scode=600481' target='_blank' class='link link-hover link-primary'>600481</a></td><td>电解槽产能300台套/年</td><td><div class='badge badge-primary badge-outline'>电解槽</div></td></tr>
|
||
<tr><td>华光环能</td><td><a href='https://valuefrontier.cn/company?scode=600475' target='_blank' class='link link-hover link-primary'>600475</a></td><td>已下线产氢量1500方的碱性电解槽</td><td><div class='badge badge-primary badge-outline'>电解槽</div></td></tr>
|
||
<tr><td>昇辉科技</td><td><a href='https://valuefrontier.cn/company?scode=300423' target='_blank' class='link link-hover link-primary'>300423</a></td><td>1000标方碱性电解水制氢成套设备下线</td><td><div class='badge badge-primary badge-outline'>电解槽</div></td></tr>
|
||
<tr><td>龙蟠科技</td><td><a href='https://valuefrontier.cn/company?scode=603906' target='_blank' class='link link-hover link-primary'>603906</a></td><td>投建年产1GW制氢电解槽项目</td><td><div class='badge badge-primary badge-outline'>电解槽</div></td></tr>
|
||
<tr><td>石化机械</td><td><a href='https://valuefrontier.cn/company?scode=000852' target='_blank' class='link link-hover link-primary'>000852</a></td><td>电解槽研制</td><td><div class='badge badge-primary badge-outline'>电解槽</div></td></tr>
|
||
<tr><td>亿华通</td><td><a href='https://valuefrontier.cn/company?scode=688339' target='_blank' class='link link-hover link-primary'>688339</a></td><td>电解槽研发测试阶段</td><td><div class='badge badge-primary badge-outline'>电解槽</div></td></tr>
|
||
<tr><td>科力远</td><td><a href='https://valuefrontier.cn/company?scode=600478' target='_blank' class='link link-hover link-primary'>600478</a></td><td>电解槽研发</td><td><div class='badge badge-primary badge-outline'>电解槽</div></td></tr>
|
||
<tr><td>科隆股份</td><td><a href='https://valuefrontier.cn/company?scode=300405' target='_blank' class='link link-hover link-primary'>300405</a></td><td>碱性水电解槽电极</td><td><div class='badge badge-secondary badge-outline'>零部件/材料</div></td></tr>
|
||
<tr><td>纳尔股份</td><td><a href='https://valuefrontier.cn/company?scode=002825' target='_blank' class='link link-hover link-primary'>002825</a></td><td>PEM电解槽中核心零部件</td><td><div class='badge badge-secondary badge-outline'>零部件/材料</div></td></tr>
|
||
<tr><td>美锦能源</td><td><a href='https://valuefrontier.cn/company?scode=000723' target='_blank' class='link link-hover link-primary'>000723</a></td><td>制氢电解槽水气扩散材料</td><td><div class='badge badge-secondary badge-outline'>零部件/材料</div></td></tr>
|
||
<tr><td>密封科技</td><td><a href='https://valuefrontier.cn/company?scode=301020' target='_blank' class='link link-hover link-primary'>301020</a></td><td>电解槽密封件</td><td><div class='badge badge-secondary badge-outline'>零部件/材料</div></td></tr>
|
||
<tr><td>禾望电气</td><td><a href='https://valuefrontier.cn/company?scode=603063' target='_blank' class='link link-hover link-primary'>603063</a></td><td>电解槽电源</td><td><div class='badge badge-secondary badge-outline'>零部件/材料</div></td></tr>
|
||
<tr><td>上海电气</td><td><a href='https://valuefrontier.cn/company?scode=601727' target='_blank' class='link link-hover link-primary'>601727</a></td><td>PEM电解槽多功能测试验证平台</td><td><div class='badge badge-accent badge-outline'>其他</div></td></tr>
|
||
<tr><td>科威尔</td><td><a href='https://valuefrontier.cn/company?scode=688551' target='_blank' class='link link-hover link-primary'>688551</a></td><td>PEM电解槽测试系统</td><td><div class='badge badge-accent badge-outline'>其他</div></td></tr>
|
||
<tr><td>先导智能</td><td><a href='https://valuefrontier.cn/company?scode=300450' target='_blank' class='link link-hover link-primary'>300450</a></td><td>PEM电解槽自动生产线</td><td><div class='badge badge-accent badge-outline'>其他</div></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<h2 class="text-3xl font-bold text-center mt-12 mb-8 text-sky-300 text-glow">涨幅异动分析</h2>
|
||
<div class="space-y-4" x-data="{ selected: 1 }">
|
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<!-- Data from rise_analysis JSON -->
|
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|
||
<input type="radio" name="rise-accordion" checked="checked" />
|
||
<div class="collapse-title text-xl font-medium text-slate-200">
|
||
和展能源 (000809) - 2025-10-30 涨幅 10.13%
|
||
</div>
|
||
<div class="collapse-content text-slate-400">
|
||
<p><strong>核心结论:</strong> 公司斩获内蒙古1.2GW“风光氢储”大基地指标，同步锁定6亿元电解槽EPC订单，引爆市场对“大项目落地”的预期，机构资金早盘抢筹封板。</p>
|
||
<p class="mt-2"><strong>驱动概念:</strong> 风光氢储一体化、离网制氢、绿电</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass-card">
|
||
<input type="radio" name="rise-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-slate-200">
|
||
洪田股份 (603800) - 2025-08-06 涨幅 10.01%
|
||
</div>
|
||
<div class="collapse-content text-slate-400">
|
||
<p><strong>核心结论:</strong> 因“与中石化资本成立合资公司+PEM电解槽被纳入首台套补贴”三重政策催化，叠加半导体光学外延布局，形成氢能装备与半导体双轮驱动，资金抢筹涨停。</p>
|
||
<p class="mt-2"><strong>驱动概念:</strong> 氢能装备、半导体光学、首台套补贴</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass-card">
|
||
<input type="radio" name="rise-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-slate-200">
|
||
天元智能 (603273) - 2025-08-13 涨幅 9.99%
|
||
</div>
|
||
<div class="collapse-content text-slate-400">
|
||
<p><strong>核心结论:</strong> 公告签订央企电解槽大单（中标中广核），叠加地方氢能规划发布，三重利好共振触发涨停，验证了央企订单的催化逻辑。</p>
|
||
<p class="mt-2"><strong>驱动概念:</strong> 氢能源、绿氢装备、央企集采</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
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