450 lines
29 KiB
HTML
450 lines
29 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>深度研报：污水处理浙江杭州</title>
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.2/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: #0c0a15;
|
||
color: #e0e0e0;
|
||
overflow-x: hidden;
|
||
}
|
||
|
||
.glass-card {
|
||
background: rgba(20, 20, 35, 0.4);
|
||
backdrop-filter: blur(16px);
|
||
-webkit-backdrop-filter: blur(16px);
|
||
border-radius: 2rem;
|
||
border: 1px solid rgba(255, 255, 255, 0.1);
|
||
box-shadow: 0 8px 32px 0 rgba(0, 0, 0, 0.37);
|
||
transition: all 0.3s ease-in-out;
|
||
}
|
||
|
||
.glass-card:hover {
|
||
transform: translateY(-5px);
|
||
box-shadow: 0 12px 40px 0 rgba(0, 0, 0, 0.45);
|
||
border-color: rgba(70, 130, 255, 0.3);
|
||
}
|
||
|
||
.glow-text {
|
||
text-shadow: 0 0 8px rgba(100, 180, 255, 0.6), 0 0 16px rgba(100, 180, 255, 0.4);
|
||
}
|
||
|
||
.glow-border {
|
||
border: 1px solid rgba(100, 180, 255, 0.2);
|
||
box-shadow: 0 0 15px rgba(100, 180, 255, 0.15);
|
||
}
|
||
|
||
.bento-grid {
|
||
display: grid;
|
||
gap: 1.5rem;
|
||
grid-template-columns: repeat(12, 1fr);
|
||
}
|
||
|
||
.bento-item {
|
||
grid-column: span 12;
|
||
}
|
||
|
||
@media (min-width: 1024px) {
|
||
.bento-item-span-4 { grid-column: span 4; }
|
||
.bento-item-span-6 { grid-column: span 6; }
|
||
.bento-item-span-8 { grid-column: span 8; }
|
||
.bento-item-span-12 { grid-column: span 12; }
|
||
}
|
||
|
||
.bg-sphere-container {
|
||
position: fixed;
|
||
top: 0;
|
||
left: 0;
|
||
width: 100%;
|
||
height: 100%;
|
||
overflow: hidden;
|
||
z-index: -1;
|
||
}
|
||
|
||
.bg-sphere {
|
||
position: absolute;
|
||
border-radius: 50%;
|
||
filter: blur(150px);
|
||
opacity: 0.15;
|
||
}
|
||
|
||
.sphere1 {
|
||
width: 600px;
|
||
height: 600px;
|
||
background: radial-gradient(circle, #4A00E0, #8E2DE2);
|
||
top: -20%;
|
||
left: -10%;
|
||
}
|
||
|
||
.sphere2 {
|
||
width: 800px;
|
||
height: 800px;
|
||
background: radial-gradient(circle, #00416A, #799F0C);
|
||
bottom: -30%;
|
||
right: -20%;
|
||
}
|
||
|
||
.sphere3 {
|
||
width: 500px;
|
||
height: 500px;
|
||
background: radial-gradient(circle, #1e3a8a, #3b82f6);
|
||
top: 20%;
|
||
right: 15%;
|
||
}
|
||
|
||
.prose-custom {
|
||
color: #d1d5db;
|
||
}
|
||
.prose-custom h1, .prose-custom h2, .prose-custom h3 {
|
||
color: #ffffff;
|
||
}
|
||
.prose-custom strong {
|
||
color: #93c5fd;
|
||
}
|
||
.prose-custom ul > li::marker {
|
||
color: #60a5fa;
|
||
}
|
||
</style>
|
||
</head>
|
||
|
||
<body class="min-h-screen">
|
||
<div class="bg-sphere-container">
|
||
<div class="bg-sphere sphere1 animate-pulse"></div>
|
||
<div class="bg-sphere sphere2 animate-pulse delay-500"></div>
|
||
<div class="bg-sphere sphere3 animate-pulse delay-1000"></div>
|
||
</div>
|
||
|
||
<div class="container mx-auto p-4 md:p-8 lg:p-12">
|
||
<header class="text-center mb-12 md:mb-20">
|
||
<h1 class="text-4xl md:text-6xl font-bold glow-text mb-4 tracking-wider">概念研报：污水处理 · 浙江杭州</h1>
|
||
<p class="text-lg text-blue-300">价值前沿 · AI投研agent“价小前投研”呈现</p>
|
||
<p class="text-sm text-gray-500 mt-2">本报告为AI合成数据，据此投资，风险自担。</p>
|
||
</header>
|
||
|
||
<main class="space-y-12">
|
||
<!-- 核心观点摘要 -->
|
||
<section id="core-view" class="glass-card p-8">
|
||
<h2 class="text-2xl md:text-3xl font-bold mb-6 glow-text">1. 核心观点摘要</h2>
|
||
<p class="text-base md:text-lg leading-relaxed text-gray-300">
|
||
“污水处理浙江杭州”概念正处在从<strong class="text-blue-300">宏大叙事向基本面验证过渡</strong>的关键阶段。其核心驱动力是浙江省，特别是杭州市，在“共同富裕示范区”和“千项万亿”工程背景下，由<strong class="text-blue-300">城市更新、产业升级与环保标准提升</strong>共同催生的基础设施建设与改造需求。未来潜力不仅在于工程建设本身，更在于<strong class="text-blue-300">“动态调价机制”</strong>落地后带来的运营资产价值重估。
|
||
</p>
|
||
</section>
|
||
|
||
<!-- 概念事件时间轴 -->
|
||
<section id="timeline" class="glass-card p-8">
|
||
<h2 class="text-2xl md:text-3xl font-bold mb-6 glow-text">2. 概念发展关键节点</h2>
|
||
<div id="echarts-timeline" class="w-full h-80"></div>
|
||
</section>
|
||
|
||
<!-- 核心逻辑与市场认知 -->
|
||
<section id="core-logic" class="glass-card p-8">
|
||
<h2 class="text-2xl md:text-3xl font-bold mb-6 glow-text">3. 核心逻辑与市场认知分析</h2>
|
||
<div class="prose prose-lg prose-custom max-w-none space-y-6">
|
||
<div>
|
||
<h3>核心驱动力：政策、需求与商业模式的三重共振</h3>
|
||
<ul>
|
||
<li><strong>政策驱动 (顶层设计与地方执行):</strong> 国家“绿色低碳”方针、省级“千项万亿”工程及“污水零直排区”建设、市级城中村改造规划，构成了自上而下、目标明确、资金到位的完整政策链。路演显示，<strong class="text-blue-400">杭州银行</strong>绿色贷款2024年余额达<strong>787.3亿元(同比+24.7%)</strong>，为项目提供了资金血液。</li>
|
||
<li><strong>需求拉动 (增量与存量并举):</strong> <strong class="text-blue-400">增量需求</strong>源于大规模城市建设，如浙江交科在杭州新签合同超百亿；<strong class="text-blue-400">存量改造</strong>源于产业升级和环保标准提升，如浙江医药新厂区搬迁需通过严格的“环保评估”。</li>
|
||
<li><strong>商业模式优化预期 (价值重估):</strong> 此乃当前市场预期差的关键。海峡环保因福州污水处理费上调而涨停的案例，揭示了“动态调价机制”的威力。一旦该机制在浙江落地，将打破公用事业盈利天花板，相关运营资产有望迎来“戴维斯双击”。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h3>市场热度与预期差分析</h3>
|
||
<p>市场对政策驱动和需求增长已有共识，情绪乐观。但预期差在于：</p>
|
||
<ol>
|
||
<li><strong>盈利模式的质变：</strong> 市场可能仍在使用传统公用事业估值模型，未充分计价“动态调价”带来的盈利能力跃升。海峡环保调价后PE估值降至<strong>15倍</strong>，这种潜力尚未在浙江相关公司股价中完全体现。</li>
|
||
<li><strong>从“工程”到“运营+科技”的转变：</strong> 行业正向精细化运营、数字化管理和前沿技术应用升级，如山科智能中标杭州智慧水务大单(<strong>2.34亿元</strong>)，这部分科技附加值和长期运营价值可能被低估。</li>
|
||
<li><strong>资金来源的多元化：</strong> 杭州银行“绿色贷款”的快速增长表明社会资本和金融工具深度介入，保障了项目落地的确定性。</li>
|
||
</ol>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 催化剂与发展路径 -->
|
||
<section id="catalysts" class="bento-grid">
|
||
<div class="bento-item lg:bento-item-span-6 glass-card p-8">
|
||
<h3 class="text-2xl font-bold mb-4 glow-text">4. 关键催化剂</h3>
|
||
<div class="prose prose-custom max-w-none">
|
||
<h4>近期催化剂 (3-6个月)</h4>
|
||
<ul>
|
||
<li><strong>政策发布：</strong>浙江省或杭州市出台污水处理服务费动态调整相关文件。</li>
|
||
<li><strong>项目招标：</strong>“千项万亿”工程中大型生态环保项目包（如杭州临平、富春江区域）的招标公告。</li>
|
||
<li><strong>业绩验证：</strong>核心上市公司（如钱江水利）发布超预期的季度财报。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="bento-item lg:bento-item-span-6 glass-card p-8">
|
||
<h3 class="text-2xl font-bold mb-4 glow-text">5. 长期发展路径</h3>
|
||
<ul class="steps steps-vertical">
|
||
<li data-content="●" class="step step-info">
|
||
<span class="text-left"><strong>第一阶段 (当前-2026): 基础设施建设高峰</strong><br/><span class="text-sm text-gray-400">以管网铺设、新建/扩建污水处理厂为主。</span></span>
|
||
</li>
|
||
<li data-content="●" class="step step-info">
|
||
<span class="text-left"><strong>第二阶段 (2026-2028): 运营效率与数字化转型</strong><br/><span class="text-sm text-gray-400">重点转向存量资产提质增效，智慧水务成主流。</span></span>
|
||
</li>
|
||
<li data-content="●" class="step step-info">
|
||
<span class="text-left"><strong>第三阶段 (2028以后): 资源化利用与资产证券化</strong><br/><span class="text-sm text-gray-400">再生水、污泥资源化成新增长点，REITs盘活资产。</span></span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 产业链与核心公司 -->
|
||
<section id="industry-chain" class="glass-card p-8">
|
||
<h2 class="text-2xl md:text-3xl font-bold mb-6 glow-text">6. 产业链与核心公司深度剖析</h2>
|
||
<div class="bento-grid">
|
||
<div class="bento-item lg:bento-item-span-12 glass-card glow-border p-6">
|
||
<h4 class="text-xl font-semibold mb-4 text-center">产业链图谱</h4>
|
||
<div class="flex flex-col md:flex-row justify-around items-center space-y-4 md:space-y-0 text-center">
|
||
<div class="p-4 rounded-2xl bg-sky-900/50">
|
||
<h5 class="font-bold">上游</h5>
|
||
<p class="text-sm">水处理药剂、设备与材料<br/>(泰和科技, 力源科技, 公元股份)</p>
|
||
</div>
|
||
<div class="text-4xl text-blue-400 animate-pulse hidden md:block">→</div>
|
||
<div class="text-4xl text-blue-400 animate-pulse md:hidden">↓</div>
|
||
<div class="p-4 rounded-2xl bg-indigo-900/50 ring-2 ring-indigo-400">
|
||
<h5 class="font-bold">中游 (核心)</h5>
|
||
<p class="text-sm">投资运营、技术解决方案<br/>(国泰环保, 钱江水利, 山科智能)</p>
|
||
</div>
|
||
<div class="text-4xl text-blue-400 animate-pulse hidden md:block">→</div>
|
||
<div class="text-4xl text-blue-400 animate-pulse md:hidden">↓</div>
|
||
<div class="p-4 rounded-2xl bg-purple-900/50">
|
||
<h5 class="font-bold">下游</h5>
|
||
<p class="text-sm">市政用户、工业用户<br/>(城市发展, 浙江医药等)</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bento-item lg:bento-item-span-6 glass-card glow-border p-6">
|
||
<h4 class="text-xl font-semibold mb-4">核心玩家对比: 国泰环保 (301203)</h4>
|
||
<p><strong>定位：</strong>区域垄断者</p>
|
||
<p><strong>优势：</strong>逻辑最纯粹。七格污水处理厂承担杭州主城区<strong>96%以上</strong>处理量，规模达150万m³/日，是绝对核心。</p>
|
||
<p><strong>风险：</strong>业务高度集中于杭州，成长性受本地市场和政策影响大。</p>
|
||
</div>
|
||
|
||
<div class="bento-item lg:bento-item-span-6 glass-card glow-border p-6">
|
||
<h4 class="text-xl font-semibold mb-4">核心玩家对比: 钱江水利 (600283)</h4>
|
||
<p><strong>定位：</strong>浙江扩张先锋</p>
|
||
<p><strong>优势：</strong>成长性已验证。2024年污水处理营收<strong>增长96%</strong>，处理量<strong>增长55%</strong>，已覆盖浙江11个地市。</p>
|
||
<p><strong>风险：</strong>多地作战对管理能力和资金实力提出更高要求。</p>
|
||
</div>
|
||
|
||
<div class="bento-item lg:bento-item-span-6 glass-card glow-border p-6">
|
||
<h4 class="text-xl font-semibold mb-4">核心玩家对比: 兴源环境 (300266)</h4>
|
||
<p><strong>定位：</strong>本地综合治理者</p>
|
||
<p><strong>优势：</strong>位于杭州余杭，业务覆盖环保全产业链，提供综合解决方案。</p>
|
||
<p><strong>风险：</strong>年处理污水总量超6000万吨，相比钱江水利（2.36亿吨）规模较小，业务不够聚焦。</p>
|
||
</div>
|
||
|
||
<div class="bento-item lg:bento-item-span-6 glass-card glow-border p-6">
|
||
<h4 class="text-xl font-semibold mb-4">核心玩家对比: 菲达环保 (600526)</h4>
|
||
<p><strong>定位：</strong>浙江环保老牌国企</p>
|
||
<p><strong>优势：</strong>位于浙江绍兴，污水处理营收达7.9亿，规模较大，具备国资背景优势。</p>
|
||
<p><strong>风险：</strong>传统业务可能面临转型压力，创新和市场化激励是关键。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 风险与挑战 -->
|
||
<section id="risks" class="glass-card p-8">
|
||
<h2 class="text-2xl md:text-3xl font-bold mb-6 glow-text">7. 潜在风险与挑战</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="prose prose-custom max-w-none">
|
||
<h4>商业化与政策风险</h4>
|
||
<ul>
|
||
<li><strong>回款风险:</strong> 项目高度依赖政府及国企支付，地方财政压力是潜在风险。</li>
|
||
<li><strong>调价政策不及预期:</strong> 这是提升行业估值的核心变量，若政策推行力度、幅度或时间不及预期，将对板块构成最大压制。</li>
|
||
<li><strong>信息交叉验证风险:</strong> 关于<strong class="text-amber-400">浙江沪杭甬</strong>是否参与杭州污水处理项目的信息存在明显矛盾，需警惕信息不一致带来的风险。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="prose prose-custom max-w-none">
|
||
<h4>技术与竞争风险</h4>
|
||
<ul>
|
||
<li><strong>技术风险:</strong> 对于“微塑料”、“新污染物”等新兴治理领域，技术成熟度和商业化前景存在不确定性。</li>
|
||
<li><strong>竞争加剧:</strong> 市场前景向好可能吸引更多跨界玩家进入，加剧项目招投标竞争，拉低利润率。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 关联个股异动分析 -->
|
||
<section id="stock-performance" class="space-y-8">
|
||
<h2 class="text-2xl md:text-3xl font-bold text-center glow-text">8. 关联个股异动分析</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 xl:grid-cols-3 gap-6">
|
||
<!-- Alpine.js loop for rise analysis data -->
|
||
<template x-for="stock in riseAnalysisData" :key="stock.stock_code">
|
||
<div class="glass-card p-6 flex flex-col">
|
||
<div class="flex justify-between items-start mb-3">
|
||
<div>
|
||
<h3 class="text-xl font-bold text-white" x-text="stock.stock"></h3>
|
||
<p class="text-sm text-gray-400" x-text="`${stock.stock_code} - ${stock.trade_date}`"></p>
|
||
</div>
|
||
<div class="badge badge-lg" :class="stock.rise_rate > 0 ? 'badge-error' : 'badge-success'" x-text="`${stock.rise_rate > 0 ? '+' : ''}${stock.rise_rate}%`"></div>
|
||
</div>
|
||
<div class="text-sm text-gray-300 overflow-auto h-48 prose-custom" x-html="stock.reason"></div>
|
||
</div>
|
||
</template>
|
||
</div>
|
||
</section>
|
||
|
||
|
||
<!-- 概念股列表 -->
|
||
<section id="stock-list">
|
||
<h2 class="text-2xl md:text-3xl font-bold mb-8 text-center glow-text">9. “污水处理浙江杭州”概念相关股票</h2>
|
||
<div class="overflow-x-auto glass-card p-4">
|
||
<table class="table table-zebra w-full text-base">
|
||
<thead class="text-lg text-white">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑 / 业务关联</th>
|
||
<th>标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data will be populated by Alpine.js -->
|
||
<template x-for="stock in stockData" :key="stock.stock_code">
|
||
<tr class="hover">
|
||
<td class="font-semibold" x-text="stock.stock"></td>
|
||
<td>
|
||
<a :href="`https://valuefrontier.cn/company?scode=${stock.stock_code}`" target="_blank" class="text-blue-400 hover:text-blue-300 transition-colors" x-text="stock.stock_code"></a>
|
||
</td>
|
||
<td x-text="stock.reason"></td>
|
||
<td><span class="badge badge-info badge-outline" x-text="stock['其他标签']"></span></td>
|
||
</tr>
|
||
</template>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('alpine:init', () => {
|
||
Alpine.data('stockPageData', () => ({
|
||
stockData: [
|
||
{ "stock": "国泰环保", "reason": "七格污水处理厂承担了杭州主城区96%以上的生活污水处理量，处理规模为150万m³/日；公司位于浙江杭州萧山区", "其他标签": "污水处理(浙江)", "stock_code": "301203" },
|
||
{ "stock": "钱江水利", "reason": "2024年污水处理营收6.17亿元、污水处理量2.36亿吨；公司位于浙江杭州西湖区", "其他标签": "污水处理(浙江)", "stock_code": "600283" },
|
||
{ "stock": "兴源环境", "reason": "2024年全年实际处理污水总量超6000万吨；公司位于浙江杭州余杭区", "其他标签": "污水处理(浙江)", "stock_code": "300266" },
|
||
{ "stock": "卓锦股份", "reason": "在研项目：微塑料PE对藻菌生物膜污水处理系统的影响及其机制研究；公司位于浙江省杭州市拱墅区", "其他标签": "技术研发", "stock_code": "688701" },
|
||
{ "stock": "菲达环保", "reason": "2024年污水处理营收7.9亿；公司位于浙江绍兴", "其他标签": "污水处理(浙江)", "stock_code": "600526" },
|
||
{ "stock": "钱江生化", "reason": "2024年污水处理营收4.6亿元、废水处理总量2.04亿吨；公司位于浙江嘉兴市海宁市", "其他标签": "污水处理(浙江)", "stock_code": "600796" },
|
||
{ "stock": "伟明环保", "reason": "2024年污水处理量1900万吨；公司办公地址位于浙江温州", "其他标签": "污水处理(浙江)", "stock_code": "603568" },
|
||
{ "stock": "力源科技", "reason": "2024年污水处理系统设备营收3509万元；公司位于浙江嘉兴市海盐县", "其他标签": "设备", "stock_code": "688565" },
|
||
{ "stock": "严牌股份", "reason": "公司过滤材料产品客户涉及污水处理行业；公司位于浙江台州市", "其他标签": "过滤材料", "stock_code": "301081" },
|
||
{ "stock": "泰和科技", "reason": "2024年水处理剂及相关营收20.32亿元", "其他标签": "水处理剂", "stock_code": "300801" },
|
||
{ "stock": "清水源", "reason": "2024年水处理剂及相关营收8.83亿元", "其他标签": "水处理剂", "stock_code": "300437" },
|
||
{ "stock": "华融化学", "reason": "公司次氯酸钠、聚合氯化铝等水处理剂产品", "其他标签": "水处理剂", "stock_code": "301256" }
|
||
],
|
||
riseAnalysisData: [
|
||
{ "stock": "海峡环保", "stock_code": "603817", "rise_rate": 10.08, "trade_date": "2025-09-04", "reason": "核心结论 <br>9-02 晚间公告福州两污水厂处理费一次性上调 27-30%，2025 年净利有望从 1.1 亿元跳增至 1.8 亿元，动态 PE 瞬间降至 15×，成为板块内首个落地“动态调价机制”的标的，资金在大盘暴跌日集中买入，形成逆势涨停。<br><br>驱动概念 <br>污水处理费动态调价机制+环保公用事业防御" },
|
||
{ "stock": "公元股份", "stock_code": "002641", "rise_rate": 9.91, "trade_date": "2025-09-19", "reason": "核心结论 <br>“浙江城中村+旧改”地下管网订单放量，公司凭DN800以上大口径PE管本地配套唯一资质，三季度扭亏预期被资金抢筹。<br><br>驱动概念 <br>城中村地下管网改造+浙江旧改雨污分流+大口径PE管本地配套" },
|
||
{ "stock": "山科智能", "stock_code": "300897", "rise_rate": 20.02, "trade_date": "2025-07-07", "reason": "核心结论: 7月6日公告中标杭州智慧水务三期2.34亿元大单叠加浙江省数字化改造政策背书，NB-IoT超声水表产能释放与业绩上修共振，机构抢筹推动涨停。 <br>驱动概念: 智慧水务+数据要素+物联网" },
|
||
{ "stock": "浙江建投", "stock_code": "002761", "rise_rate": 9.98, "trade_date": "2025-07-22", "reason": "核心结论: 浙江建投涨停源于“杭州地铁四期+嘉兴机场EPC大单”与“省属国企REITs盘活PPP资产”政策共振，订单与现金流双重催化。<br><br>驱动概念: 基建+REITs+亚运赶工" },
|
||
{ "stock": "杭州热电", "stock_code": "605011", "rise_rate": 5.88, "trade_date": "2025-09-16", "reason": "主要原因: \"电力+具身智能\"框架合作协议直接刺激股价上涨。9月15日，国网杭州供电公司、宇树科技等四方签署合作协议，开启电力人工智能应用合作。消息引发电力板块异动，杭州热电触及涨停。" },
|
||
{ "stock": "武汉控股", "stock_code": "600168", "rise_rate": 9.96, "trade_date": "2025-10-22", "reason": "核心结论 <br>湖北省“三资”改革试点首单落地——武汉城投集团明确“以武汉控股为唯一上市平台，2026年底前注入污水处理、供水、隧道等稳定现金流资产并发行REITs≥80亿元”，政策套利空间显性化，资金抢筹封板。<br><br>驱动概念 <br>湖北国资“三化”+REITs+资产注入" },
|
||
]
|
||
}));
|
||
});
|
||
|
||
// ECharts Timeline Initialization
|
||
var chartDom = document.getElementById('echarts-timeline');
|
||
var myChart = echarts.init(chartDom);
|
||
var option;
|
||
|
||
const data = [
|
||
{ value: [new Date('2025-01-10'), 1], name: '宏观政策铺垫', detail: '国家发改委与住建部印发《污水处理绿色低碳标杆厂名单》，设定行业升级基调。' },
|
||
{ value: [new Date('2025-04-19'), 2], name: '基本面验证', detail: '钱江水利(600283)报告显示污水处理业务营收同比激增96%，处理量增长55%。' },
|
||
{ value: [new Date('2025-06-20'), 3], name: '市场预期发酵', detail: '研报提及浙江沪杭甬在杭州的污水处理项目进展顺利，引发市场关注。' },
|
||
{ value: [new Date('2025-07-20'), 4], name: '概念正式形成', detail: '新闻数据出现“污水处理/浙江杭州”直接标签，成为概念催化剂。' },
|
||
{ value: [new Date('2025-09-04'), 5], name: '潜在催化剂', detail: '海峡环保因污水处理费上调涨停，揭示“动态调价”重大利好预期。' },
|
||
{ value: [new Date('2025-09-19'), 6], name: '下游需求确认', detail: '公元股份因“浙江城中村+旧改”地下管网订单预期涨停，证实需求端放量。' }
|
||
];
|
||
|
||
option = {
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
formatter: function (params) {
|
||
const item = data.find(d => d.value[0].getTime() === params[0].value[0].getTime());
|
||
return `<strong>${item.name}</strong><br/>日期: ${echarts.format.formatTime('yyyy-MM-dd', item.value[0])}<br/>事件: ${item.detail}`;
|
||
},
|
||
backgroundColor: 'rgba(20, 20, 35, 0.8)',
|
||
borderColor: '#4682B4',
|
||
textStyle: {
|
||
color: '#E0E0E0'
|
||
}
|
||
},
|
||
grid: {
|
||
left: '5%',
|
||
right: '5%',
|
||
bottom: '10%',
|
||
top: '10%'
|
||
},
|
||
xAxis: {
|
||
type: 'time',
|
||
axisLine: { lineStyle: { color: '#8392A5' } },
|
||
splitLine: { show: false }
|
||
},
|
||
yAxis: {
|
||
type: 'value',
|
||
axisLine: { show: false },
|
||
axisLabel: { show: false },
|
||
splitLine: { show: false }
|
||
},
|
||
series: [{
|
||
type: 'line',
|
||
showSymbol: false,
|
||
data: data.map(item => item.value),
|
||
lineStyle: {
|
||
color: '#4682B4',
|
||
width: 2,
|
||
type: 'dashed'
|
||
}
|
||
}, {
|
||
type: 'effectScatter',
|
||
symbolSize: 20,
|
||
data: data.map(item => item.value),
|
||
itemStyle: {
|
||
color: '#6495ED'
|
||
},
|
||
rippleEffect: {
|
||
brushType: 'stroke'
|
||
},
|
||
label: {
|
||
show: true,
|
||
position: 'top',
|
||
formatter: '{b}',
|
||
color: '#FFFFFF',
|
||
fontSize: 12,
|
||
fontWeight: 'bold',
|
||
textShadowColor: 'rgba(0, 0, 0, 0.5)',
|
||
textShadowBlur: 5
|
||
},
|
||
encode: {
|
||
x: 0,
|
||
y: 1,
|
||
seriesName: 2,
|
||
tooltip: [0, 1]
|
||
},
|
||
data: data.map(item => ({ name: item.name, value: item.value }))
|
||
}]
|
||
};
|
||
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
</script>
|
||
<div x-data="stockPageData"></div>
|
||
</body>
|
||
|
||
</html> |