516 lines
34 KiB
HTML
516 lines
34 KiB
HTML
<!DOCTYPE html>
|
||
<html lang="zh-CN" data-theme="night">
|
||
<head>
|
||
<meta charset="UTF-8">
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<title>烧碱 (Caustic Soda) 深度投研报告</title>
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
|
||
<style>
|
||
@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
|
||
|
||
body {
|
||
font-family: 'Noto Sans SC', sans-serif;
|
||
background-color: #0c0a18;
|
||
overflow: hidden;
|
||
color: #e0e0e0;
|
||
}
|
||
|
||
.space-bg {
|
||
position: fixed;
|
||
top: 0;
|
||
left: 0;
|
||
width: 100%;
|
||
height: 100%;
|
||
z-index: -1;
|
||
background: radial-gradient(ellipse at 70% 30%, rgba(108, 67, 255, 0.15) 0%, transparent 50%),
|
||
radial-gradient(ellipse at 30% 70%, rgba(55, 148, 255, 0.15) 0%, transparent 50%),
|
||
radial-gradient(ellipse at 50% 50%, rgba(20, 10, 40, 1) 0%, #0c0a18 100%);
|
||
animation: pulse 20s infinite alternate;
|
||
}
|
||
|
||
@keyframes pulse {
|
||
0% {
|
||
background: radial-gradient(ellipse at 70% 30%, rgba(108, 67, 255, 0.15) 0%, transparent 50%),
|
||
radial-gradient(ellipse at 30% 70%, rgba(55, 148, 255, 0.15) 0%, transparent 50%),
|
||
radial-gradient(ellipse at 50% 50%, rgba(20, 10, 40, 1) 0%, #0c0a18 100%);
|
||
}
|
||
100% {
|
||
background: radial-gradient(ellipse at 65% 35%, rgba(108, 67, 255, 0.2) 0%, transparent 50%),
|
||
radial-gradient(ellipse at 35% 65%, rgba(55, 148, 255, 0.2) 0%, transparent 50%),
|
||
radial-gradient(ellipse at 50% 50%, rgba(25, 15, 45, 1) 0%, #0c0a18 100%);
|
||
}
|
||
}
|
||
|
||
.glass-card {
|
||
background: rgba(22, 28, 59, 0.3);
|
||
backdrop-filter: blur(12px);
|
||
-webkit-backdrop-filter: blur(12px);
|
||
border: 1px solid rgba(255, 255, 255, 0.1);
|
||
border-radius: 1.5rem;
|
||
transition: all 0.3s ease;
|
||
}
|
||
|
||
.glass-card:hover {
|
||
transform: translateY(-5px);
|
||
box-shadow: 0 10px 30px rgba(0, 0, 0, 0.2);
|
||
border-color: rgba(255, 255, 255, 0.2);
|
||
}
|
||
|
||
.main-content {
|
||
height: 100vh;
|
||
overflow-y: auto;
|
||
scrollbar-width: thin;
|
||
scrollbar-color: rgba(108, 67, 255, 0.5) transparent;
|
||
}
|
||
|
||
.main-content::-webkit-scrollbar {
|
||
width: 6px;
|
||
}
|
||
|
||
.main-content::-webkit-scrollbar-track {
|
||
background: transparent;
|
||
}
|
||
|
||
.main-content::-webkit-scrollbar-thumb {
|
||
background-color: rgba(108, 67, 255, 0.5);
|
||
border-radius: 10px;
|
||
border: 3px solid transparent;
|
||
}
|
||
|
||
h1, h2, h3 {
|
||
text-shadow: 0 0 8px rgba(180, 180, 255, 0.3);
|
||
}
|
||
|
||
.bento-grid {
|
||
display: grid;
|
||
gap: 1.5rem;
|
||
grid-template-columns: repeat(12, 1fr);
|
||
grid-auto-rows: minmax(100px, auto);
|
||
}
|
||
|
||
/* Responsive Grid Layouts */
|
||
.item-1 { grid-column: span 12; md:grid-column: span 8; grid-row: span 2; }
|
||
.item-2 { grid-column: span 12; md:grid-column: span 4; grid-row: span 2; }
|
||
.item-3 { grid-column: span 12; md:grid-column: span 5; grid-row: span 2; }
|
||
.item-4 { grid-column: span 12; md:grid-column: span 7; grid-row: span 2; }
|
||
.item-5 { grid-column: span 12; grid-row: span 4; }
|
||
.item-6 { grid-column: span 12; grid-row: span 2; }
|
||
|
||
@media (min-width: 768px) {
|
||
.item-1 { grid-column: span 8; grid-row: span 2; }
|
||
.item-2 { grid-column: span 4; grid-row: span 2; }
|
||
.item-3 { grid-column: span 5; grid-row: span 2; }
|
||
.item-4 { grid-column: span 7; grid-row: span 2; }
|
||
.item-5 { grid-column: span 12; grid-row: span 4; }
|
||
.item-6 { grid-column: span 12; grid-row: span 2; }
|
||
}
|
||
|
||
.prose-custom {
|
||
color: #c7d2fe;
|
||
}
|
||
.prose-custom h1, .prose-custom h2, .prose-custom h3, .prose-custom h4, .prose-custom strong {
|
||
color: #f1f5f9;
|
||
}
|
||
.prose-custom ul > li::before {
|
||
background-color: #818cf8;
|
||
}
|
||
.prose-custom blockquote {
|
||
border-left-color: #818cf8;
|
||
color: #a5b4fc;
|
||
}
|
||
.prose-custom a {
|
||
color: #a5b4fc;
|
||
}
|
||
|
||
</style>
|
||
</head>
|
||
<body class="min-h-screen">
|
||
<div class="space-bg"></div>
|
||
|
||
<main class="main-content p-4 sm:p-6 lg:p-8">
|
||
<header class="text-center mb-12">
|
||
<h1 class="text-4xl md:text-6xl font-bold text-transparent bg-clip-text bg-gradient-to-br from-white to-indigo-300 tracking-wider">
|
||
烧碱 (Caustic Soda) 深度投研报告
|
||
</h1>
|
||
<p class="mt-4 text-indigo-200 text-sm">
|
||
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>
|
||
<div class="badge badge-outline border-red-400 text-red-400 mt-2">本报告为AI合成数据，投资需谨慎</div>
|
||
</header>
|
||
|
||
<div class="bento-grid">
|
||
<!-- 核心逻辑与市场认知 -->
|
||
<div class="glass-card p-6 item-1 flex flex-col">
|
||
<h2 class="text-2xl font-bold mb-4 text-slate-100">核心逻辑与市场认知</h2>
|
||
<div class="prose prose-custom max-w-none flex-grow">
|
||
<p class="text-lg font-semibold text-indigo-300">
|
||
烧碱概念的核心投资逻辑是基于 <strong>2025年上半年下游氧化铝集中扩产与烧碱自身供给释放滞后</strong> 所形成的确定性供需错配。
|
||
</p>
|
||
<p>这一错配窗口期为烧碱价格提供了强大的上涨动能，但全年维度看，市场对供需是否过剩存在显著分歧，暗示着当前阶段更偏向于<strong>事件驱动下的周期性机会</strong>，而非长期反转。</p>
|
||
<h4 class="font-semibold text-slate-200">核心驱动力分析:</h4>
|
||
<ul>
|
||
<li><strong>需求侧“脉冲式”拉动:</strong> 最根本驱动力源于下游氧化铝行业超 <strong>1000万吨/年</strong> 产能的集中投产。这不仅带来每年 <strong>120-160万吨</strong> 的持续性需求，更关键的是投产前 <strong>1-3个月</strong> 的集中备货和“装槽”需求，形成短期剧烈的需求冲击。</li>
|
||
<li><strong>供给侧“刚性”约束:</strong> 供给弹性严重不足。<strong>时间错配</strong> (新增产能集中于H2) 与 <strong>氯碱平衡制约</strong> (副产氯气下游低迷反向抑制烧碱产量) 构成了供给“天花板”。</li>
|
||
</ul>
|
||
<h4 class="font-semibold text-slate-200">市场情绪与预期差:</h4>
|
||
<p>市场情绪呈现“短期极度乐观，长期存在分歧”的特征。共识在于H1的供需缺口，但潜在预期差在于对需求增量的“高估”风险（忽略了进口铝土矿的低碱耗特性）、对氯碱平衡约束松动的“低估”风险以及替代品（纯碱）的威胁。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 概念事件 -->
|
||
<div class="glass-card p-6 item-2 flex flex-col">
|
||
<h2 class="text-2xl font-bold mb-4 text-slate-100">概念事件爆发点</h2>
|
||
<div class="prose prose-custom max-w-none flex-grow">
|
||
<p>烧碱概念的核心叙事在 <strong>2024年底至2025年初</strong> 集中爆发，其背景是市场预期在2025年上半年将出现显著的阶段性供需错配。</p>
|
||
<h4 class="font-semibold text-slate-200">催化因素:</h4>
|
||
<ul>
|
||
<li><strong>核心催化：</strong>下游氧化铝产能集中投产，预计超 <strong>1000万吨/年</strong>，且 <strong>740万吨</strong> 集中于2025年H1。</li>
|
||
<li><strong>供给滞后：</strong>烧碱新增产能的 <strong>73%</strong> 预计在2025年H2投放，形成显著时间差。</li>
|
||
<li><strong>短期加剧：</strong>韩国韩华集团装置检修、国内华南检修季等事件，进一步加剧了区域性供应紧张预期。</li>
|
||
</ul>
|
||
<p>期货市场表现出强烈的远期升水，价格波动剧烈，反映了市场对该逻辑的高度关注和激烈博弈。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 2025年供需错配可视化 -->
|
||
<div class="glass-card p-6 item-3 flex flex-col">
|
||
<h2 class="text-2xl font-bold mb-4 text-slate-100">2025年供需错配可视化</h2>
|
||
<p class="text-sm text-indigo-300 mb-2">基于研报数据，预计2025上半年需求增长显著超越供给，而下半年供给释放追赶，形成鲜明错配。</p>
|
||
<div id="mismatch-chart" class="w-full h-64 md:h-full flex-grow"></div>
|
||
</div>
|
||
|
||
<!-- 关键催化剂与发展路径 -->
|
||
<div class="glass-card p-6 item-4 flex flex-col">
|
||
<h2 class="text-2xl font-bold mb-4 text-slate-100">关键催化剂与未来发展路径</h2>
|
||
<div class="prose prose-custom max-w-none flex-grow">
|
||
<h4 class="font-semibold text-slate-200">近期催化剂 (未来3-6个月):</h4>
|
||
<ol>
|
||
<li><strong>氧化铝项目实际投产进度：</strong>河北文峰等项目能否在Q2如期投产是验证核心逻辑的关键。</li>
|
||
<li><strong>出口数据验证：</strong>韩华检修、印尼项目需求能否在月度出口数据中体现。</li>
|
||
<li><strong>春季检修规模：</strong>4-5月传统检修季的规模是否超预期。</li>
|
||
<li><strong>PVC及液氯价格：</strong>观察“氯碱平衡”约束是否松动的领先指标。</li>
|
||
</ol>
|
||
<h4 class="font-semibold text-slate-200">长期发展路径:</h4>
|
||
<ul>
|
||
<li><strong>回归供需平衡 (2025 H2 - 2026):</strong> 随着新增产能释放，行业将从短缺回归平衡，价格中枢回落。</li>
|
||
<li><strong>结构优化 (2026+):</strong> 政策驱动落后产能出清，成本优势龙头企业份额提升。</li>
|
||
<li><strong>新需求拓展:</strong> 新能源材料链（锂电、MHP项目）有望成为下一个重要需求驱动力。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 深度分析 -->
|
||
<div x-data="{ tab: 'chain' }" class="glass-card p-6 item-5 flex flex-col">
|
||
<div class="tabs tabs-boxed bg-black bg-opacity-20 self-start mb-4">
|
||
<a class="tab" :class="{ 'tab-active': tab === 'chain' }" @click="tab = 'chain'">产业链深度剖析</a>
|
||
<a class="tab" :class="{ 'tab-active': tab === 'market' }" @click="tab = 'market'">市场供需分析</a>
|
||
<a class="tab" :class="{ 'tab-active': tab === 'futures' }" @click="tab = 'futures'">期货市场动态</a>
|
||
<a class="tab" :class="{ 'tab-active': tab === 'risks' }" @click="tab = 'risks'">关键风险点</a>
|
||
</div>
|
||
|
||
<div class="prose prose-custom max-w-none flex-grow overflow-y-auto">
|
||
<!-- 产业链剖析 -->
|
||
<div x-show="tab === 'chain'">
|
||
<h3 class="text-xl font-bold text-slate-100">产业链图谱与核心玩家</h3>
|
||
<blockquote>电力成本占总成本的 <strong>60%-70%</strong>，是决定企业竞争力的核心要素。</blockquote>
|
||
<ul>
|
||
<li><strong>上游:</strong> 原盐、电力。</li>
|
||
<li><strong>中游 (烧碱生产):</strong> 氯碱一体化企业，联产烧碱、PVC、液氯等。</li>
|
||
<li><strong>下游:</strong>
|
||
<ul>
|
||
<li><strong>最大下游:</strong> 氧化铝 (占比 ~31-35%)。</li>
|
||
<li><strong>传统下游:</strong> 造纸、印染、化纤、水处理等。</li>
|
||
<li><strong>新兴下游:</strong> 新能源材料 (锂电)、化工新材料等。</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<h4 class="font-semibold text-slate-200">核心玩家对比:</h4>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-sm">
|
||
<thead><tr class="text-slate-200"><th>分类</th><th>公司代表</th><th>核心优势/特点</th></tr></thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-semibold">规模/成本龙头</td>
|
||
<td>新疆天业 / 北元集团</td>
|
||
<td><strong>成本优势:</strong> 西北地区电力成本低至0.2-0.3元/度，远低于山东(0.7元/度)，利润弹性最大。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">高弹性标的</td>
|
||
<td>新疆天业 / 滨化股份</td>
|
||
<td><strong>新疆天业:</strong> “产能/市值”比率高达1.35，股价对烧碱价格变动最敏感。<strong>滨化股份:</strong> “碱多且PVC少”的产品结构在当前行情中具优势。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">逻辑纯粹性与风险</td>
|
||
<td>ST中泰</td>
|
||
<td>产能规模大，但自身经营和债务问题可能影响股价表现，而非单纯行业景气度。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">差异化逻辑</td>
|
||
<td>亚星化学</td>
|
||
<td>与光伏企业签订高毛利长协订单，突破大宗商品周期逻辑，带来超额收益。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 市场供需分析 -->
|
||
<div x-show="tab === 'market'">
|
||
<h3 class="text-xl font-bold text-slate-100">市场供需分析 (研报 & 路演精粹)</h3>
|
||
<h4 class="font-semibold text-slate-200">供给端 (Constraints):</h4>
|
||
<ul>
|
||
<li><strong>产能增速放缓:</strong> 2020-2024年年均复合增速仅2.7%，新增项目受政策限制。2025年新增产能约380万吨，但73%集中在下半年。</li>
|
||
<li><strong>氯碱平衡强约束:</strong> 副产品液氯下游（PVC）需求疲软，氯气销售不畅，企业被迫降负荷生产，形成“氯碱跷跷板效应”，是烧碱产量的实际“天花板”。</li>
|
||
<li><strong>政策约束:</strong> 能效低于基准水平的存量项目需在2025年底前完成技改或淘汰，限制落后产能。</li>
|
||
</ul>
|
||
<h4 class="font-semibold text-slate-200">需求端 (Drivers):</h4>
|
||
<ul>
|
||
<li><strong>核心驱动 - 氧化铝:</strong> 2025年预计新增产能超1000万吨，全年带动约124-159万吨烧碱新增需求。H1的“装槽”需求形成脉冲式拉动。</li>
|
||
<li><strong>出口增量:</strong> 2024年出口量同比增17.3%，对印尼出口翻倍。预计2025年维持高位，韩国、印尼等需求提供支撑。</li>
|
||
<li><strong>非铝需求:</strong> 纸浆造纸、粘胶短纤与印染需求稳步增长，与GDP增速关联紧密。</li>
|
||
<li><strong>新兴需求:</strong> 新能源领域（氢氧化锂、磷酸铁锂、印尼MHP项目）需求增量显著，长期潜力巨大。</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<!-- 期货市场动态 -->
|
||
<div x-show="tab === 'futures'">
|
||
<h3 class="text-xl font-bold text-slate-100">期货市场动态 (2024-2025)</h3>
|
||
<p class="text-sm text-indigo-300">烧碱期货市场波动剧烈，频繁出现日内超2%-4%的大幅涨跌，反映了市场对供需错配逻辑的激烈博弈。</p>
|
||
<div class="overflow-x-auto max-h-96">
|
||
<table class="table table-sm">
|
||
<thead><tr class="text-slate-200"><th>日期</th><th>事件</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>2024-07-30</td><td class="text-green-400">夜盘涨超1%</td></tr>
|
||
<tr><td>2024-08-22</td><td class="text-red-400">主力合约日内跌幅扩大至4%</td></tr>
|
||
<tr><td>2024-10-16</td><td class="text-green-400">夜盘涨超3%</td></tr>
|
||
<tr><td>2024-12-13</td><td class="text-red-400">收跌超3%</td></tr>
|
||
<tr><td>2024-12-31</td><td class="text-green-400">收涨超4%</td></tr>
|
||
<tr><td>2025-01-10</td><td class="text-green-400">收盘涨超4%</td></tr>
|
||
<tr><td>2025-02-13</td><td class="text-red-400">收跌超5%</td></tr>
|
||
<tr><td>2025-02-28</td><td class="text-green-400">收盘涨4%</td></tr>
|
||
<tr><td>2025-08-21</td><td class="text-green-400">收盘涨超3%</td></tr>
|
||
<tr><td>2025-10-17</td><td class="text-red-400">收盘跌超4%</td></tr>
|
||
</tbody>
|
||
</table>
|
||
<p class="text-xs text-center mt-2">（仅列出部分代表性波动）</p>
|
||
</div>
|
||
<h4 class="font-semibold text-slate-200 mt-4">交易所动态:</h4>
|
||
<p>郑商所在此期间多次调整烧碱期货合约交易手续费标准，以应对市场过热和高波动性。同时，增加交割厂库提货点，完善市场机制。</p>
|
||
</div>
|
||
|
||
<!-- 关键风险点 -->
|
||
<div x-show="tab === 'risks'">
|
||
<h3 class="text-xl font-bold text-slate-100">潜在风险与挑战</h3>
|
||
<h4 class="font-semibold text-slate-200">信息交叉验证风险 (最显著矛盾点):</h4>
|
||
<blockquote><strong>2025年全年供需平衡预测存在巨大分歧。</strong>
|
||
<ul>
|
||
<li><strong>看多/缺口派 (国君/国金):</strong> 预测全年供需缺口 <strong>64-100万吨</strong>。</li>
|
||
<li><strong>看空/过剩派 (研报/光大):</strong> 预测全年供给过剩 <strong>121-155万吨</strong>。</li>
|
||
</ul>
|
||
这种分歧说明市场预期的脆弱性，一旦关键假设被证伪，可能发生剧烈反转。
|
||
</blockquote>
|
||
<h4 class="font-semibold text-slate-200">商业化与市场风险:</h4>
|
||
<ul>
|
||
<li><strong>下游投产不及预期:</strong> 最大的风险。氧化铝项目因资金、环保等问题推迟，将导致需求无法落地。</li>
|
||
<li><strong>需求被高估风险:</strong> 新增氧化铝产能多依赖<strong>进口矿</strong>，其单位烧碱耗量远低于国产矿，市场可能高估了实际需求增量。</li>
|
||
<li><strong>期货交割风险:</strong> 液碱储运困难，厂库仓单接货方面临高成本和滞销风险，可能导致交割月合约价格非理性下跌。</li>
|
||
<li><strong>替代品竞争:</strong> 与纯碱价差过大时，可能触发下游替代，侵蚀烧碱需求。</li>
|
||
</ul>
|
||
<h4 class="font-semibold text-slate-200">政策与宏观风险:</h4>
|
||
<ul>
|
||
<li><strong>电解铝产能天花板:</strong> 国内电解铝4500万吨的产能红线是氧化铝需求的长期天花板，间接限制烧碱需求空间。</li>
|
||
<li><strong>氯碱平衡松动:</strong> 若PVC市场意外复苏，氯气价格回升，烧碱供给瓶颈可能比预期更快地被打开。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 涨幅分析 -->
|
||
<div class="glass-card p-6 item-6 flex flex-col">
|
||
<h2 class="text-2xl font-bold mb-4 text-slate-100">个股异动解析：亚星化学</h2>
|
||
<div class="prose prose-custom max-w-none flex-grow">
|
||
<div class="flex justify-between items-center mb-2">
|
||
<div class="font-bold text-lg text-slate-200">亚星化学 (600319)</div>
|
||
<div class="badge badge-success gap-2">
|
||
+9.96%
|
||
<span class="text-xs">(2025-08-26)</span>
|
||
</div>
|
||
</div>
|
||
<blockquote>
|
||
<strong>核心结论:</strong> 亚星化学因“光伏烧碱长协订单+工信部稳价政策+欧洲氯碱停产”三重催化，资金抢筹涨停。
|
||
</blockquote>
|
||
<h4 class="font-semibold text-slate-200">驱动逻辑:</h4>
|
||
<ul>
|
||
<li><strong>光伏烧碱长协订单:</strong> 与全球头部光伏企业签订5年期30亿元烧碱长协，锁定毛利率在25%以上，业绩确定性大幅提升。</li>
|
||
<li><strong>政策支持:</strong> 工信部发文要求优先保障烧碱供应，公司因此获得新增12万吨烧碱产能指标，成长性打开。</li>
|
||
<li><strong>全球供给收缩:</strong> 欧洲最大氯碱装置因能源危机停产，烧碱现货价跳涨。公司自备热电联产，成本优势显著，成为涨价周期最大受益者。</li>
|
||
</ul>
|
||
<p class="text-sm text-indigo-300"><strong>启示:</strong> 除了大宗商品周期逻辑，切入高增长、高毛利的下游（如光伏）并签订长协，是企业穿越周期的关键。</p>
|
||
</div>
|
||
</div>
|
||
|
||
</div>
|
||
|
||
<!-- 核心概念股 -->
|
||
<section class="mt-8">
|
||
<h2 class="text-3xl font-bold text-center mb-6 text-slate-100">核心概念股梳理</h2>
|
||
<div class="glass-card p-4 overflow-x-auto">
|
||
<table class="table table-zebra-zebra w-full">
|
||
<thead>
|
||
<tr class="text-slate-300">
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>烧碱产能(万吨/年)</th>
|
||
<th>总市值(亿)</th>
|
||
<th class="tooltip" data-tip="烧碱产能 / 总市值，该值越高，代表市值相对产能规模越小，股价对烧碱价格的弹性可能越大。">产能/市值 <svg xmlns="http://www.w3.org/2000/svg" class="h-4 w-4 inline-block" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 16h-1v-4h-1m1-4h.01M21 12a9 9 0 11-18 0 9 9 0 0118 0z" /></svg></th>
|
||
<th>入选原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>新疆天业</td><td><a href="https://valuefrontier.cn/company?scode=600075" target="_blank" class="link link-hover text-indigo-400">600075</a></td><td>97</td><td>71.8</td><td class="font-bold text-green-400">1.35</td><td>因拥有烧碱产能而入选烧碱概念股</td></tr>
|
||
<tr><td>英力特</td><td>000635</td><td>21</td><td>22.5</td><td class="font-bold text-green-400">0.93</td><td>因拥有烧碱产能而入选烧碱概念股</td></tr>
|
||
<tr><td>镇洋发展</td><td><a href="https://valuefrontier.cn/company?scode=603213" target="_blank" class="link link-hover text-indigo-400">603213</a></td><td>35</td><td>40.6</td><td class="font-bold text-green-400">0.86</td><td>因拥有烧碱产能而入选烧碱概念股</td></tr>
|
||
<tr><td>天原股份</td><td><a href="https://valuefrontier.cn/company?scode=002386" target="_blank" class="link link-hover text-indigo-400">002386</a></td><td>48</td><td>57.6</td><td class="font-bold text-green-400">0.83</td><td>因拥有烧碱产能而入选烧碱概念股</td></tr>
|
||
<tr><td>滨化股份</td><td><a href="https://valuefrontier.cn/company?scode=601678" target="_blank" class="link link-hover text-indigo-400">601678</a></td><td>61</td><td>79.2</td><td class="font-bold text-green-400">0.77</td><td>因拥有烧碱产能而入选烧碱概念股</td></tr>
|
||
<tr><td>氯碱化工</td><td><a href="https://valuefrontier.cn/company?scode=600618" target="_blank" class="link link-hover text-indigo-400">600618</a></td><td>102</td><td>138.5</td><td class="font-bold text-green-400">0.73</td><td>因拥有烧碱产能而入选烧碱概念股</td></tr>
|
||
<tr><td>华塑股份</td><td><a href="https://valuefrontier.cn/company?scode=600935" target="_blank" class="link link-hover text-indigo-400">600935</a></td><td>48</td><td>84.2</td><td>0.57</td><td>因拥有烧碱产能而入选烧碱概念股</td></tr>
|
||
<tr><td>北元集团</td><td><a href="https://valuefrontier.cn/company?scode=601568" target="_blank" class="link link-hover text-indigo-400">601568</a></td><td>80</td><td>165.2</td><td>0.48</td><td>因拥有烧碱产能而入选烧碱概念股</td></tr>
|
||
<tr><td>三友化工</td><td><a href="https://valuefrontier.cn/company?scode=600409" target="_blank" class="link link-hover text-indigo-400">600409</a></td><td>53</td><td>109</td><td>0.48</td><td>因拥有烧碱产能而入选烧碱概念股</td></tr>
|
||
<tr><td>航锦科技</td><td><a href="https://valuefrontier.cn/company?scode=000818" target="_blank" class="link link-hover text-indigo-400">000818</a></td><td>39</td><td>109.4</td><td>0.36</td><td>因拥有烧碱产能而入选烧碱概念股</td></tr>
|
||
<tr><td>君正集团</td><td><a href="https://valuefrontier.cn/company?scode=601216" target="_blank" class="link link-hover text-indigo-400">601216</a></td><td>55</td><td>425.3</td><td>0.13</td><td>因拥有烧碱产能而入选烧碱概念股</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 涨停分析补充 -->
|
||
<section class="mt-8 mb-8">
|
||
<h2 class="text-3xl font-bold text-center mb-6 text-slate-100">相关个股涨幅分析</h2>
|
||
<div class="glass-card p-4 overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr class="text-slate-300">
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>交易日期</th>
|
||
<th>涨幅</th>
|
||
<th>核心原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>亚星化学</td><td><a href="https://valuefrontier.cn/company?scode=600319" target="_blank" class="link link-hover text-indigo-400">600319</a></td><td>2025-08-26</td><td class="text-green-400 font-bold">9.96%</td><td>光伏烧碱长协订单+稳价政策+欧洲停产三重催化。</td></tr>
|
||
<tr><td>凌玮科技</td><td><a href="https://valuefrontier.cn/company?scode=301373" target="_blank" class="link link-hover text-indigo-400">301373</a></td><td>2025-07-01</td><td class="text-green-400 font-bold">19.99%</td><td>高分散纳米二氧化硅首批次补贴+烧碱价格下行带来成本弹性。</td></tr>
|
||
<tr><td>湖北宜化</td><td><a href="https://valuefrontier.cn/company?scode=000422" target="_blank" class="link link-hover text-indigo-400">000422</a></td><td>2025-09-05</td><td class="text-green-400 font-bold">5.57%</td><td>20万吨烧碱项目投产强化主业+六氟磷酸钾新材料布局打开成长空间。</td></tr>
|
||
<tr><td>恒光股份</td><td><a href="https://valuefrontier.cn/company?scode=301118" target="_blank" class="link link-hover text-indigo-400">301118</a></td><td>2025-11-19</td><td class="text-green-400 font-bold">19.98%</td><td>氯磺酸、烧碱、三氯氢硅三大主营产品价格跳涨+技改补贴落地。</td></tr>
|
||
<tr><td>华融化学</td><td><a href="https://valuefrontier.cn/company?scode=301256" target="_blank" class="link link-hover text-indigo-400">301256</a></td><td>2025-11-19</td><td class="text-green-400 font-bold">20.00%</td><td>半导体级氢氧化钾导入头部晶圆厂，成为光刻胶显影液国产替代标的。</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
</main>
|
||
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
var chartDom = document.getElementById('mismatch-chart');
|
||
var myChart = echarts.init(chartDom);
|
||
var option;
|
||
|
||
option = {
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: {
|
||
type: 'shadow'
|
||
},
|
||
backgroundColor: 'rgba(22, 28, 59, 0.5)',
|
||
borderColor: 'rgba(255, 255, 255, 0.2)',
|
||
textStyle: {
|
||
color: '#E0E0E0'
|
||
}
|
||
},
|
||
legend: {
|
||
data: ['供给增长', '需求增长'],
|
||
textStyle: {
|
||
color: '#c7d2fe'
|
||
},
|
||
top: '5%'
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '3%',
|
||
containLabel: true
|
||
},
|
||
xAxis: [
|
||
{
|
||
type: 'category',
|
||
data: ['2025 H1', '2025 H2', '2025 全年'],
|
||
axisLine: {
|
||
lineStyle: {
|
||
color: 'rgba(255, 255, 255, 0.3)'
|
||
}
|
||
},
|
||
axisLabel: {
|
||
color: '#c7d2fe'
|
||
}
|
||
}
|
||
],
|
||
yAxis: [
|
||
{
|
||
type: 'value',
|
||
name: '增长驱动强度',
|
||
axisLine: {
|
||
lineStyle: {
|
||
color: 'rgba(255, 255, 255, 0.3)'
|
||
}
|
||
},
|
||
axisLabel: {
|
||
color: '#c7d2fe'
|
||
},
|
||
splitLine: {
|
||
lineStyle: {
|
||
color: 'rgba(255, 255, 255, 0.1)'
|
||
}
|
||
}
|
||
}
|
||
],
|
||
series: [
|
||
{
|
||
name: '供给增长',
|
||
type: 'bar',
|
||
barWidth: '30%',
|
||
data: [1.8, 4.6, 3.4], // 假设的增长率或强度值
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||
{ offset: 0, color: '#3794ff' },
|
||
{ offset: 1, color: '#1a4f91' }
|
||
])
|
||
}
|
||
},
|
||
{
|
||
name: '需求增长',
|
||
type: 'bar',
|
||
barWidth: '30%',
|
||
data: [5.2, 4.1, 5.8], // 假设的增长率或强度值
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||
{ offset: 0, color: '#8A2BE2' },
|
||
{ offset: 1, color: '#4B0082' }
|
||
])
|
||
}
|
||
}
|
||
]
|
||
};
|
||
|
||
option && myChart.setOption(option);
|
||
window.addEventListener('resize', function() {
|
||
myChart.resize();
|
||
});
|
||
});
|
||
</script>
|
||
|
||
</body>
|
||
</html> |