616 lines
40 KiB
HTML
616 lines
40 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>化工有色元素周期表 - 深度投研报告</title>
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<!-- Tailwind CSS & DaisyUI -->
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.2/dist/full.min.css" rel="stylesheet" type="text/css" />
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body {
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font-family: 'Noto Sans SC', sans-serif;
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background-color: #020010;
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background-image:
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radial-gradient(circle at 10% 15%, rgba(13, 71, 161, 0.2) 0%, transparent 40%),
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<div class="max-w-7xl mx-auto space-y-12">
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<!-- Header -->
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<header class="text-center py-8">
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<h1 class="font-orbitron text-4xl sm:text-6xl font-bold text-white glow-text mb-4">
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化工有色元素周期表
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</h1>
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<p class="text-indigo-300 text-lg">深度投研报告</p>
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<div class="mt-6 text-xs text-slate-500 max-w-2xl mx-auto p-3 glass-card rounded-lg">
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<p>北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
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<p>本报告为AI合成数据，投资需谨慎</p>
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</div>
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</header>
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<!-- Insight Bento Grid -->
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<main class="bento-grid">
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<div class="bento-item glass-card lg:col-span-8 space-y-4">
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<h2 class="font-orbitron text-xl text-indigo-300">核心观点摘要</h2>
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<p class="text-slate-200 text-lg font-semibold">“化工有色元素周期表”概念，本质上是全球宏观范式转变下，对上游战略资源价值系统性重估的投资映射。</p>
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<p class="text-slate-300">其核心驱动力源于 <span class="text-cyan-300 font-bold">“供给侧硬约束”</span> 与 <span class="text-amber-300 font-bold">“需求侧结构性扩张”</span> 的共振。前者由地缘政治、资源民族主义和“双碳”政策构成，后者则由AI、新能源等“新质生产力”引领。该概念正从泛化的周期性主题，向基于特定元素供需格局和技术路径的 <span class="text-fuchsia-300">结构性、差异化行情</span> 深度演化。</p>
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</div>
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<div class="bento-item glass-card lg:col-span-4 space-y-4">
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<h2 class="font-orbitron text-xl text-indigo-300">市场热度与情绪</h2>
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<p class="text-slate-300">市场热度极高，但情绪复杂，存在 <span class="font-bold text-rose-400">显著分歧</span>。</p>
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<ul class="list-disc list-inside space-y-2 text-slate-400">
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<li><span class="text-green-400">看多方:</span> 交易长期逻辑和资源稀缺性，新闻与路演密集覆盖。</li>
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<li><span class="text-red-400">看空/谨慎方:</span> 担忧经济周期下行及短期价格过高，公募基金出现“大幅减仓”行为。</li>
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</ul>
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</div>
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<div class="bento-item glass-card lg:col-span-12">
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<h2 class="font-orbitron text-xl text-indigo-300 mb-4">核心逻辑与预期差分析</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
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<!-- 驱动力 -->
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<div class="space-y-4 p-4 bg-slate-900/30 rounded-2xl">
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<h3 class="font-semibold text-lg text-white">两大核心驱动力</h3>
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<div class="space-y-3">
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<div>
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<h4 class="font-medium text-cyan-400">供给侧：系统性收缩与重构</h4>
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<p class="text-sm text-slate-400">地缘政治、资源管控 (如锑/铋出口管制) 及“双碳”政策硬约束 (如限制高耗能冶炼)，导致供给弹性极低。</p>
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</div>
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<div>
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<h4 class="font-medium text-amber-400">需求侧：结构性、高科技驱动</h4>
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<p class="text-sm text-slate-400">由新能源 (光伏N型电池对银、锑需求)、AI算力基建 (铜、铝、锡需求) 等“新质生产力”引领，需求呈现高增长、高附加值特点。</p>
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</div>
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</div>
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</div>
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<!-- 预期差 -->
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<div class="space-y-4 p-4 bg-slate-900/30 rounded-2xl">
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<h3 class="font-semibold text-lg text-white">三大预期差</h3>
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<div class="space-y-3">
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<div>
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<h4 class="font-medium text-fuchsia-400">“普涨” vs “分化”</h4>
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<p class="text-sm text-slate-400">市场初步认知为普涨行情，但现实是 <span class="font-bold">工业硅(Si)</span> 因产能过剩而价格持续下跌，与供需紧张的锑(Sb)、锡(Sn)形成鲜明对比。核心是“紧缺”而非“周期”。</p>
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</div>
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<div>
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<h4 class="font-medium text-fuchsia-400">“宏大叙事” vs “技术路径”</h4>
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<p class="text-sm text-slate-400">AI、新能源等叙事宏大，但具体技术路线选择 (如N型电池 vs PERC，银包铜替代技术) 将决定元素的最终需求量，这比宏大叙事更关键。</p>
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</div>
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</div>
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</div>
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<!-- 价值发现 -->
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<div class="space-y-4 p-4 bg-slate-900/30 rounded-2xl">
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<h3 class="font-semibold text-lg text-white">价值发现与发展路径</h3>
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<div class="space-y-3">
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<div>
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<h4 class="font-medium text-lime-400">近期催化剂 (3-6个月)</h4>
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<p class="text-sm text-slate-400">地缘供给冲击、国内产业政策落地 (老旧产能淘汰)、下游技术应用加速 (AI数据中心建设、锑电池商业化)。</p>
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</div>
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<div>
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<h4 class="font-medium text-lime-400">长期发展路径</h4>
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<p class="text-sm text-slate-400">当前处于 <span class="font-bold">价值发现</span> 阶段，将进入 <span class="font-bold">分化与验证</span> 阶段，最终全球供应链将从效率优先转向安全优先，形成 <span class="font-bold">格局重塑与新平衡</span>。</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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<div class="bento-item glass-card lg:col-span-6 space-y-4">
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<h2 class="font-orbitron text-xl text-indigo-300">产业链与核心玩家</h2>
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<div class="space-y-3">
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<p><strong class="text-sky-300">上游-资源开采:</strong> 逻辑最硬，直接受益。如紫金矿业(铜)、湖南黄金(锑)、北方稀土(稀土)。</p>
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<p><strong class="text-teal-300">中游-冶炼加工:</strong> 利润受加工费(TC/RC)影响。如铜陵有色(铜冶炼)。</p>
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<p><strong class="text-emerald-300">下游-材料应用:</strong> 高附加值产品。如东方钽业(钽)、龙佰集团(钛)。</p>
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</div>
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<div class="mt-4 collapse collapse-arrow bg-slate-900/30">
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<input type="checkbox" />
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<div class="collapse-title text-md font-medium text-white">核心玩家对比</div>
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<div class="collapse-content text-sm text-slate-400">
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<ul class="list-disc list-inside space-y-2">
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<li><strong>领导者 (资源巨头):</strong> 紫金矿业、洛阳钼业。优势：资源多元化，抗风险强。风险：体量大，弹性小。</li>
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<li><strong>追赶者 (弹性专家):</strong> 湖南黄金(锑)、锡业股份(锡)。优势：逻辑纯粹，弹性极高。风险：依赖单一品种。</li>
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<li><strong>一体化整合者:</strong> 华友钴业。优势：平滑利润波动，分享下游附加值。风险：产业链长，管理要求高。</li>
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<li><strong>逻辑最纯粹者 (新质生产力):</strong> 湖南黄金(锑)、中钨高新(钨)、中国稀土。主业与国家战略绑定，供给受控。</li>
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</ul>
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</div>
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</div>
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</div>
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<div class="bento-item glass-card lg:col-span-6 space-y-4">
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<h2 class="font-orbitron text-xl text-indigo-300">潜在风险与挑战</h2>
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<div class="space-y-3 text-slate-400">
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<p><strong class="text-rose-400">技术风险:</strong> 替代技术是最大威胁。如锑面临<span class="font-mono">锌(Zn)铝(Al)硼(B)</span>澄清剂替代；银面临“电镀铜”技术挑战。</p>
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<p><strong class="text-orange-400">商业化风险:</strong> 全球经济衰退导致需求不及预期，新应用(如锑电池)商业化进程缓慢。</p>
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<p><strong class="text-yellow-400">政策与竞争风险:</strong> 资源国政策摇摆，或下游联合抵制高价原料。</p>
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<p><strong class="text-red-500">最显著矛盾:</strong> 工业硅(Si)的基本面与“元素周期表行情”的普涨叙事完全相悖，警示投资者必须穿透宏大叙事，独立分析每个元素。</p>
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</div>
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</div>
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</main>
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<!-- Data Visualization Section -->
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<section class="space-y-8">
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<h2 class="font-orbitron text-center section-title text-white">数据透视</h2>
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
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<div class="glass-card rounded-3xl p-6 h-96" id="antimony-demand-chart"></div>
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<div class="glass-card rounded-3xl p-6 h-96" id="metals-output-chart"></div>
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</div>
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</section>
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<!-- Supporting Evidence Tabs -->
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<section x-data="{ tab: 'news' }" class="space-y-8">
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<h2 class="font-orbitron text-center section-title text-white">核心情报源</h2>
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<div role="tablist" class="tabs tabs-bordered tabs-lg justify-center">
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<a role="tab" class="tab" :class="{ 'tab-active': tab === 'news' }" @click.prevent="tab = 'news'">新闻数据</a>
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<a role="tab" class="tab" :class="{ 'tab-active': tab === 'roadshow' }" @click.prevent="tab = 'roadshow'">路演纪要</a>
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<a role="tab" class="tab" :class="{ 'tab-active': tab === 'report' }" @click.prevent="tab = 'report'">研报精粹</a>
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</div>
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<div class="space-y-4 p-4 md:p-8 glass-card rounded-3xl min-h-[500px]">
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<!-- News Tab Content -->
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<div x-show="tab === 'news'">
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<div class="collapse collapse-plus bg-base-200/50">
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<input type="radio" name="news-accordion" checked="checked" />
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<div class="collapse-title text-xl font-medium text-indigo-300">与“元素周期表”直接相关</div>
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<div class="collapse-content text-slate-400 text-sm space-y-2">
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<p><strong>国信期货顾冯达：2025年春季“元素周期表行情”有望重现:</strong> 本轮有色金属行情本质是全球供应链风险显性化与战略资源价值重估的结果，在供应刚性收缩与需求结构性扩张背景下，今年春季“元素周期表行情”有望重现。</p>
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<p><strong>机器学习“元素周期表”创建:</strong> 麻省理工学院团队创建了一个独特的机器学习“元素周期表”，展示了超过20种经典机器学习算法之间的联系，促进AI技术发展。</p>
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</div>
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</div>
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<div class="collapse collapse-plus bg-base-200/50">
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<input type="radio" name="news-accordion" />
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<div class="collapse-title text-xl font-medium text-indigo-300">具体化学元素及化工产品</div>
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<div class="collapse-content text-slate-400 text-sm space-y-2">
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<p><strong>金(Au), 铜(Cu), 锡(Sn), 锑(Sb), 钴(Co):</strong> 价格持续飙涨。2025年全球锡、锑供需缺口预计分别达1.4万吨、2.8万吨。锑方面，光伏玻璃澄清剂需求占比升至27%。</p>
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<p><strong>铝(Al):</strong> 产业链相对最为受益。氧化铝期货突破5000关口。政策鼓励以铝节铜、以铝代木、以铝代钢、以铝代塑。</p>
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<p><strong>制冷剂 (R32/R125/R134a):</strong> 报价连续上探，东阳光获5.27万吨配额。</p>
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<p><strong>稀有/新发现元素:</strong> 铕(Eu)含量最高恒星；最遥远星系发现氧(O)；新方法造出鉝(Lv, 元素116)。</p>
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</div>
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</div>
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<div class="collapse collapse-plus bg-base-200/50">
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<input type="radio" name="news-accordion" />
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<div class="collapse-title text-xl font-medium text-indigo-300">化工与有色行业宏观动态</div>
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<div class="collapse-content text-slate-400 text-sm space-y-2">
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<p><strong>国家政策:</strong> 发改委、国办等部门支持电力、钢铁、有色、化工等重点行业节能降碳改造，并开展温室气体排放环境影响评价。</p>
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<p><strong>投资策略 (中信建投):</strong> 2025年有色配置关注4类机会：(1)AI新材料；(2)“新质生产力元素”；(3)贵金属；(4)基本金属尤其是铝。</p>
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<p><strong>市场表现:</strong> 有色、化工等周期股逆势活跃，但公募基金也曾出现大幅减仓有色板块的情况，显示市场分歧。</p>
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</div>
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</div>
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</div>
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<!-- Roadshow Tab Content -->
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<div x-show="tab === 'roadshow'" style="display: none;">
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<div class="collapse collapse-plus bg-base-200/50">
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<input type="radio" name="roadshow-accordion" checked="checked" />
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<div class="collapse-title text-xl font-medium text-indigo-300">锑(Sb) | 新质生产力元素专题</div>
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<div class="collapse-content text-slate-400 text-sm space-y-2">
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<p><strong>供给:</strong> 缅甸关口数据显示对华锑矿减量，中国锑储量仅5.8年消费量，全球高度稀缺。</p>
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<p><strong>需求:</strong> 光伏玻璃单位锑用量约0.3%；阻燃剂需求47%来自电子电器；比尔·盖茨投资的锑电池项目已落地。</p>
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<p><strong>供需平衡:</strong> 2024年全球锑供需缺口预计达5.5万吨 (36%)。</p>
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</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-base-200/50">
|
||
<input type="radio" name="roadshow-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-indigo-300">白银(Ag) | 兼具贵金属与工业属性</div>
|
||
<div class="collapse-content text-slate-400 text-sm space-y-2">
|
||
<p><strong>行情描述:</strong> 2025年有色金属焦点，板块呈现“元素周期表行情”。</p>
|
||
<p><strong>光伏需求:</strong> 占白银总需求从2018年10%升至2023年16%。N型电池银耗量提升 (N型单瓦10-14mg vs PERC的7mg)。</p>
|
||
<p><strong>供需缺口:</strong> 2022-2023年供需缺口超5000吨。</p>
|
||
<p><strong>伴生关系:</strong> 矿产银70%伴生于铅(Pb)锌(Zn)、铜(Cu)、金(Au)矿。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-base-200/50">
|
||
<input type="radio" name="roadshow-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-indigo-300">稀土(RE) & T元素(铽Tb, 镝Dy)</div>
|
||
<div class="collapse-content text-slate-400 text-sm space-y-2">
|
||
<p><strong>供给:</strong> 2024年第一批配额增速下降，缅甸矿进口量同比降20%。</p>
|
||
<p><strong>需求:</strong> 光伏N型硅(Si)片中T元素浓度提升1-2倍，需求或超预期。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-base-200/50">
|
||
<input type="radio" name="roadshow-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-indigo-300">化工原料 (硫S, 磷P, 钛Ti, 钾K等)</div>
|
||
<div class="collapse-content text-slate-400 text-sm space-y-2">
|
||
<p><strong>硫(S) & 磷(P):</strong> 硫磺需求缺口大，价格传导至磷化工。新能源车电池(磷酸铁)带动工业盐需求。</p>
|
||
<p><strong>钛(Ti):</strong> 硫酸法钛白粉被限制新增，成本支撑明显。龙佰集团2026年钛矿产能将翻倍。</p>
|
||
<p><strong>钾(K) & 溴(Br):</strong> 俄罗斯、白俄罗斯减产影响钾肥供应。以色列大厂生产受影响，推动溴素价格上涨。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Report Tab Content -->
|
||
<div x-show="tab === 'report'" style="display: none;">
|
||
<div class="collapse collapse-plus bg-base-200/50">
|
||
<input type="radio" name="report-accordion" checked="checked" />
|
||
<div class="collapse-title text-xl font-medium text-indigo-300">行业宏观数据</div>
|
||
<div class="collapse-content text-slate-400 text-sm space-y-2">
|
||
<p><strong>十种有色金属产量:</strong> 2023年产量7,469.8万吨, 同比增长7.1%。2024年预测增幅约5%。</p>
|
||
<p><strong>固定资产投资:</strong> 有色金属矿采选业增长42.7%；冶炼和压延加工业增长12.5%。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-base-200/50">
|
||
<input type="radio" name="report-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-indigo-300">关键元素数据</div>
|
||
<div class="collapse-content text-slate-400 text-sm space-y-2">
|
||
<p><strong>铜(Cu):</strong> 2023年精炼铜产量增长13.5%，消费量增长7.8%。</p>
|
||
<p><strong>铝(Al):</strong> 2023年原铝产量增长3.7%，消费量增长7.9%。铝材产量由降转增5.7%。</p>
|
||
<p><strong>锡(Sn):</strong> 受益于光伏焊带和AI算力，需求预计年均复合增长率约5.2%。预计2024-2027年全球锡供需缺口将持续，推动锡价中枢上移。</p>
|
||
<p><strong>硅(Si):</strong> 整体供需格局未明显改善，仓单去化困难，基本面难以支撑硅价持续上涨。下游多晶硅开始批量检修减产。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Concept Stocks Section -->
|
||
<section class="space-y-8">
|
||
<h2 class="font-orbitron text-center section-title text-white">概念股票池</h2>
|
||
<!-- Rise Analysis Supplement -->
|
||
<div class="space-y-4">
|
||
<h3 class="font-orbitron text-xl text-center text-indigo-300">涨幅异动分析</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-4">
|
||
<div class="collapse collapse-arrow glass-card">
|
||
<input type="checkbox" />
|
||
<div class="collapse-title text-md font-medium text-white">白银有色 (601212) +5.26%</div>
|
||
<div class="collapse-content text-xs text-slate-400">
|
||
<p><strong>核心驱动:</strong> 贵金属价格暴涨与公司战略转型共振。白银价格创13年新高；公司宣布设立15亿元黄金公司，拓展高价值产业链。板块效应及公司治理优化亦是推动因素。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-arrow glass-card">
|
||
<input type="checkbox" />
|
||
<div class="collapse-title text-md font-medium text-white">六国化工 (600470) +10.09%</div>
|
||
<div class="collapse-content text-xs text-slate-400">
|
||
<p><strong>核心驱动:</strong> 工信部发布《石化化工行业稳增长工作方案》，明确2025年前不再新增黄磷/农用磷酸一铵二铵产能，同时支持电子级、食品级等高端磷酸盐项目。公司拥有在建电子级磷酸+食品级磷酸产能，精准匹配政策红利。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-arrow glass-card">
|
||
<input type="checkbox" />
|
||
<div class="collapse-title text-md font-medium text-white">鲁西化工 (000830) +6.93%</div>
|
||
<div class="collapse-content text-xs text-slate-400">
|
||
<p><strong>核心驱动:</strong> 化工"反内卷"政策加速落地，对20年以上老旧装置进行摸底，利好龙头企业。行业周期拐点显现，全球化工去产能加速，磷化工板块走强。机构资金增持，出口预期改善。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="overflow-x-auto glass-card rounded-3xl p-4">
|
||
<table class="table table-sm">
|
||
<thead>
|
||
<tr class="text-indigo-200 text-base border-b border-slate-700">
|
||
<th>股票名称</th>
|
||
<th>关联元素</th>
|
||
<th>股票代码</th>
|
||
<th>其他标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data will be dynamically inserted here by script -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Footer -->
|
||
<footer class="text-center py-8">
|
||
<p class="text-xs text-slate-600">Generated by 北京价值前沿科技有限公司 AI投研agent：“价小前投研”</p>
|
||
<p class="text-xs text-slate-600 mt-1">本报告为AI合成数据，不构成任何投资建议，投资有风险，入市需谨慎。</p>
|
||
</footer>
|
||
|
||
</div>
|
||
|
||
<script>
|
||
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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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|
||
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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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|
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|
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|
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{ value: 47, name: '阻燃剂 (电子电器)' },
|
||
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|
||
{ value: 15, name: '铅酸电池' },
|
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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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|
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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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|
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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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|
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|
||
|
||
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|
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const stockData = {
|
||
"锂": [
|
||
{"stock": "天齐锂业", "stock_code": "002466", "其他标签": "Lithium"},
|
||
{"stock": "赣锋锂业", "stock_code": "002460", "其他标签": "Lithium"},
|
||
{"stock": "盐湖股份", "stock_code": "000792", "其他标签": "Lithium"},
|
||
{"stock": "盛新锂能", "stock_code": "002240", "其他标签": "Lithium"},
|
||
{"stock": "雅化集团", "stock_code": "002497", "其他标签": "Lithium"},
|
||
{"stock": "融捷股份", "stock_code": "002192", "其他标签": "Lithium"},
|
||
{"stock": "西藏矿业", "stock_code": "000762", "其他标签": "Lithium"},
|
||
{"stock": "西藏珠峰", "stock_code": "600338", "其他标签": "Lithium"},
|
||
{"stock": "西藏城投", "stock_code": "600773", "其他标签": "Lithium"},
|
||
{"stock": "藏格矿业", "stock_code": "000408", "其他标签": "Lithium"}
|
||
],
|
||
"碳": [
|
||
{"stock": "陕西煤业", "stock_code": "601225", "其他标签": "Carbon"},
|
||
{"stock": "中国神华", "stock_code": "601088", "其他标签": "Carbon"},
|
||
{"stock": "中煤能源", "stock_code": "601898", "其他标签": "Carbon"},
|
||
{"stock": "晋控煤业", "stock_code": "601001", "其他标签": "Carbon"},
|
||
{"stock": "潞安环能", "stock_code": "601699", "其他标签": "Carbon"},
|
||
{"stock": "山西焦煤", "stock_code": "000983", "其他标签": "Carbon"}
|
||
],
|
||
"氟": [
|
||
{"stock": "巨化股份", "stock_code": "600160", "其他标签": "Fluorine"},
|
||
{"stock": "永太科技", "stock_code": "002326", "其他标签": "Fluorine"},
|
||
{"stock": "三美股份", "stock_code": "603379", "其他标签": "Fluorine"},
|
||
{"stock": "昊华科技", "stock_code": "600378", "其他标签": "Fluorine"}
|
||
],
|
||
"铝": [
|
||
{"stock": "中国铝业", "stock_code": "601600", "其他标签": "Aluminium"},
|
||
{"stock": "神火股份", "stock_code": "000933", "其他标签": "Aluminium"},
|
||
{"stock": "天山铝业", "stock_code": "002532", "其他标签": "Aluminium"},
|
||
{"stock": "云铝股份", "stock_code": "000807", "其他标签": "Aluminium"},
|
||
{"stock": "南山铝业", "stock_code": "600219", "其他标签": "Aluminium"},
|
||
{"stock": "华峰铝业", "stock_code": "601702", "其他标签": "Aluminium"}
|
||
],
|
||
"硅": [
|
||
{"stock": "合盛硅业", "stock_code": "603260", "其他标签": "Silicon"},
|
||
{"stock": "东岳硅材", "stock_code": "300821", "其他标签": "Silicon"},
|
||
{"stock": "新安股份", "stock_code": "600596", "其他标签": "Silicon"},
|
||
{"stock": "兴发集团", "stock_code": "600141", "其他标签": "Silicon"}
|
||
],
|
||
"磷": [
|
||
{"stock": "新洋丰", "stock_code": "000902", "其他标签": "Phosphorus"},
|
||
{"stock": "川发龙蟒", "stock_code": "002312", "其他标签": "Phosphorus"},
|
||
{"stock": "云天化", "stock_code": "600096", "其他标签": "Phosphorus"},
|
||
{"stock": "兴发集团", "stock_code": "600141", "其他标签": "Phosphorus"},
|
||
{"stock": "湖北宜化", "stock_code": "000422", "其他标签": "Phosphorus"},
|
||
{"stock": "川恒股份", "stock_code": "002895", "其他标签": "Phosphorus"}
|
||
],
|
||
"钾": [
|
||
{"stock": "亚钾国际", "stock_code": "000893", "其他标签": "Potassium"},
|
||
{"stock": "盐湖股份", "stock_code": "000792", "其他标签": "Potassium"},
|
||
{"stock": "藏格矿业", "stock_code": "000408", "其他标签": "Potassium"}
|
||
],
|
||
"钛": [
|
||
{"stock": "钒钛股份", "stock_code": "000629", "其他标签": "Titanium"},
|
||
{"stock": "安宁股份", "stock_code": "002978", "其他标签": "Titanium"},
|
||
{"stock": "龙佰集团", "stock_code": "002601", "其他标签": "Titanium"}
|
||
],
|
||
"铁": [
|
||
{"stock": "大中矿业", "stock_code": "001203", "其他标签": "Iron"},
|
||
{"stock": "海南矿业", "stock_code": "601969", "其他标签": "Iron"},
|
||
{"stock": "河钢资源", "stock_code": "000923", "其他标签": "Iron"}
|
||
],
|
||
"钴": [
|
||
{"stock": "华友钴业", "stock_code": "603799", "其他标签": "Cobalt"},
|
||
{"stock": "洛阳钼业", "stock_code": "603993", "其他标签": "Cobalt"},
|
||
{"stock": "寒锐钴业", "stock_code": "300618", "其他标签": "Cobalt"},
|
||
{"stock": "格林美", "stock_code": "002340", "其他标签": "Cobalt"}
|
||
],
|
||
"镍": [
|
||
{"stock": "盛屯矿业", "stock_code": "600711", "其他标签": "Nickel"},
|
||
{"stock": "华友钴业", "stock_code": "603799", "其他标签": "Nickel"},
|
||
{"stock": "格林美", "stock_code": "002340", "其他标签": "Nickel"}
|
||
],
|
||
"铜": [
|
||
{"stock": "紫金矿业", "stock_code": "601899", "其他标签": "Copper"},
|
||
{"stock": "江西铜业", "stock_code": "600362", "其他标签": "Copper"},
|
||
{"stock": "铜陵有色", "stock_code": "000630", "其他标签": "Copper"},
|
||
{"stock": "西部矿业", "stock_code": "601168", "其他标签": "Copper"},
|
||
{"stock": "云南铜业", "stock_code": "000878", "其他标签": "Copper"}
|
||
],
|
||
"锌": [
|
||
{"stock": "锌业股份", "stock_code": "000751", "其他标签": "Zinc"},
|
||
{"stock": "驰宏锌锗", "stock_code": "600497", "其他标签": "Zinc"},
|
||
{"stock": "兴业银锡", "stock_code": "000426", "其他标签": "Zinc"}
|
||
],
|
||
"锗": [{"stock": "云南锗业", "stock_code": "002428", "其他标签": "Germanium"}],
|
||
"钼": [
|
||
{"stock": "洛阳钼业", "stock_code": "603993", "其他标签": "Molybdenum"},
|
||
{"stock": "金钼股份", "stock_code": "601958", "其他标签": "Molybdenum"}
|
||
],
|
||
"银": [
|
||
{"stock": "盛达资源", "stock_code": "000603", "其他标签": "Silver"},
|
||
{"stock": "兴业银锡", "stock_code": "000426", "其他标签": "Silver"}
|
||
],
|
||
"锡": [{"stock": "锡业股份", "stock_code": "000960", "其他标签": "Tin"}],
|
||
"锑": [
|
||
{"stock": "湖南黄金", "stock_code": "002155", "其他标签": "Antimony"},
|
||
{"stock": "华钰矿业", "stock_code": "601020", "其他标签": "Antimony"}
|
||
],
|
||
"钽": [{"stock": "东方钽业", "stock_code": "000962", "其他标签": "Tantalum"}],
|
||
"钨": [
|
||
{"stock": "厦门钨业", "stock_code": "600549", "其他标签": "Tungsten"},
|
||
{"stock": "中钨高新", "stock_code": "000657", "其他标签": "Tungsten"},
|
||
{"stock": "章源钨业", "stock_code": "002378", "其他标签": "Tungsten"}
|
||
],
|
||
"金": [
|
||
{"stock": "紫金矿业", "stock_code": "601899", "其他标签": "Gold"},
|
||
{"stock": "中金黄金", "stock_code": "600489", "其他标签": "Gold"},
|
||
{"stock": "山东黄金", "stock_code": "600547", "其他标签": "Gold"},
|
||
{"stock": "赤峰黄金", "stock_code": "600988", "其他标签": "Gold"},
|
||
{"stock": "湖南黄金", "stock_code": "002155", "其他标签": "Gold"}
|
||
],
|
||
"铅": [
|
||
{"stock": "豫光金铅", "stock_code": "600531", "其他标签": "Lead"},
|
||
{"stock": "中金岭南", "stock_code": "000060", "其他标签": "Lead"}
|
||
],
|
||
"稀土": [
|
||
{"stock": "中国稀土", "stock_code": "000831", "其他标签": "Rare Earth"},
|
||
{"stock": "北方稀土", "stock_code": "600111", "其他标签": "Rare Earth"},
|
||
{"stock": "盛和资源", "stock_code": "600392", "其他标签": "Rare Earth"},
|
||
{"stock": "广晟有色", "stock_code": "600259", "其他标签": "Rare Earth"},
|
||
{"stock": "厦门钨业", "stock_code": "600549", "其他标签": "Rare Earth"}
|
||
],
|
||
"其他铂族": [
|
||
{"stock": "贵研铂业", "reason": "铂", "stock_code": "600459", "其他标签": "Platinum"},
|
||
{"stock": "贵研铂业", "reason": "钯", "stock_code": "600459", "其他标签": "Palladium"},
|
||
{"stock": "贵研铂业", "reason": "铑", "stock_code": "600459", "其他标签": "Rhodium"},
|
||
{"stock": "贵研铂业", "reason": "铱", "stock_code": "600459", "其他标签": "Iridium"}
|
||
],
|
||
};
|
||
|
||
const tableBody = document.querySelector('.table tbody');
|
||
let html = '';
|
||
for (const reason in stockData) {
|
||
stockData[reason].forEach((item, index) => {
|
||
const stockCode = item.stock_code || '';
|
||
const link = stockCode ? `<a href="https://valuefrontier.cn/company?scode=${stockCode}" target="_blank">${stockCode}</a>` : 'N/A';
|
||
const reasonDisplay = item.reason || reason;
|
||
|
||
html += `
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50 transition-colors">
|
||
<td class="font-semibold text-white">${item.stock}</td>
|
||
<td>${reasonDisplay}</td>
|
||
<td>${link}</td>
|
||
<td class="text-slate-400">${item.其他标签 || ''}</td>
|
||
</tr>
|
||
`;
|
||
});
|
||
}
|
||
tableBody.innerHTML = html;
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |