update pay ui
This commit is contained in:
@@ -1,556 +1,441 @@
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<!DOCTYPE html>
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<html lang="zh-CN">
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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, shrink-to-fit=no">
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<title>无人物流概念分析</title>
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
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<!-- Font Awesome Icons -->
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- Tailwind CSS -->
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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<script src="https://cdn.jsdelivr.net/npm/@tailwindcss/browser@4"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/themes.css" rel="stylesheet" type="text/css" />
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<style>
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body {
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font-family: 'Inter', sans-serif;
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background-color: #0f172a;
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color: #e2e8f0;
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overflow-x: hidden;
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}
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.section-card {
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background-color: rgba(30, 41, 59, 0.7);
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backdrop-filter: blur(10px);
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border-radius: 1rem;
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border: 1px solid rgba(148, 163, 184, 0.1);
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}
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.timeline-dot {
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position: relative;
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}
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.timeline-dot::before {
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content: '';
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position: absolute;
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width: 16px;
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height: 16px;
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border-radius: 50%;
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background-color: #3b82f6;
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left: -8px;
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top: 6px;
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}
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.timeline-line {
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position: absolute;
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width: 2px;
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background-color: #334155;
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left: 0;
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top: 0;
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bottom: 0;
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}
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.highlight {
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color: #60a5fa;
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font-weight: 600;
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}
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.gradient-text {
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background: linear-gradient(90deg, #60a5fa, #a78bfa);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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}
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table {
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width: 100%;
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border-collapse: collapse;
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}
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th, td {
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padding: 0.75rem;
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text-align: left;
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border-bottom: 1px solid rgba(148, 163, 184, 0.1);
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}
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th {
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background-color: rgba(51, 65, 85, 0.5);
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font-weight: 600;
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color: #cbd5e1;
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}
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tr:last-child td {
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border-bottom: none;
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}
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tr:hover {
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background-color: rgba(51, 65, 85, 0.3);
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}
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#particles-background {
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position: fixed;
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width: 100%;
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height: 100%;
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top: 0;
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left: 0;
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z-index: -1;
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}
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.content-wrapper {
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position: relative;
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z-index: 1;
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}
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@media (max-width: 768px) {
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.section-card {
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margin: 1rem 0.5rem;
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}
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}
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</style>
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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>AI投研报告：无人物流</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Roboto+Mono:wght@300;400;500&family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Noto Sans SC', sans-serif;
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background-color: #02040a;
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color: #e0e0e0;
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overflow-x: hidden;
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}
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.font-mono {
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font-family: 'Roboto Mono', monospace;
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}
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.glass-card {
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background: rgba(10, 15, 30, 0.4);
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backdrop-filter: blur(20px);
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-webkit-backdrop-filter: blur(20px);
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border: 1px solid rgba(0, 192, 255, 0.2);
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transition: all 0.3s ease;
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}
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.glass-card:hover {
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border-color: rgba(0, 192, 255, 0.5);
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box-shadow: 0 0 20px rgba(0, 192, 255, 0.15);
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}
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.glow-text {
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text-shadow: 0 0 8px rgba(0, 192, 255, 0.6);
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}
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.title-glow {
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text-shadow: 0 0 15px rgba(45, 212, 191, 0.7);
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}
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.bg-deep-space {
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background-color: #02040a;
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background-image:
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radial-gradient(at 20% 15%, hsla(212, 80%, 30%, 0.3) 0px, transparent 50%),
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radial-gradient(at 80% 25%, hsla(280, 70%, 40%, 0.25) 0px, transparent 50%),
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radial-gradient(at 10% 85%, hsla(180, 90%, 50%, 0.2) 0px, transparent 50%),
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radial-gradient(at 85% 90%, hsla(330, 80%, 55%, 0.25) 0px, transparent 50%);
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}
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.tab-active {
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color: #2dd4bf !important;
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border-bottom-color: #2dd4bf !important;
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background: linear-gradient(to top, rgba(45, 212, 191, 0.1), transparent);
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}
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.table thead th, .table tbody td {
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border-color: rgba(0, 192, 255, 0.15);
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background-color: transparent;
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}
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.table-zebra tbody tr:nth-child(even) td {
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background-color: rgba(0, 192, 255, 0.03);
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}
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</style>
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</head>
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<body class="min-h-screen">
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<div id="particles-background"></div>
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<div class="content-wrapper container mx-auto px-4 py-8 max-w-6xl">
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<!-- 页面标题 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold gradient-text mb-4">无人物流概念分析</h1>
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<p class="text-lg text-slate-300">政策-技术-成本三重拐点叠加的爆发前夜</p>
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</div>
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<!-- 概念事件（时间轴） -->
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<div class="section-card p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-blue-300">概念事件（时间轴）</h2>
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="space-y-6">
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<div class="timeline-dot">
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<h3 class="font-semibold text-lg">2024-11</h3>
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<p>国务院《有效降低全社会物流成本行动方案》首次将"低空经济+无人配送"写入顶层设计，提出2027年社会物流总费用/GDP降至<span class="highlight">13.5%</span>。</p>
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</div>
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<div class="timeline-dot">
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<h3 class="font-semibold text-lg">2025-05-30</h3>
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<p>国家邮政局新闻发布会明确"十五五"期间<span class="highlight">无人机、无人车、智能云仓</span>规模化应用，并发布《人工智能+邮政快递融合发展实施意见》。</p>
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</div>
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<div class="timeline-dot">
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<h3 class="font-semibold text-lg">2025-06-04</h3>
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<p>深圳发布全国首个"全市域开放、全车型覆盖"道路指引，允许无人测试智能网联汽车。</p>
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</div>
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<div class="timeline-dot">
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<h3 class="font-semibold text-lg">2025-06-12</h3>
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<p>东吴电新提出"无人物流爆发元年"：预计2025年销量<span class="highlight">3万辆</span>（渗透率1.2%），2026年<span class="highlight">10万辆</span>（渗透率3.4%）。</p>
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</div>
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<div class="timeline-dot">
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<h3 class="font-semibold text-lg">2025-06-19</h3>
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<p>菜鸟推出<span class="highlight">1.68万元</span>无人车GT-Lite，击穿行业价格底线（此前九识E6为1.98万元）。</p>
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</div>
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<div class="timeline-dot">
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<h3 class="font-semibold text-lg">2025-07-02</h3>
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<p>京东物流发布24立方米无人轻卡VAN，载货量行业最大，直接对标4.2米传统货车。</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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<!-- 核心观点摘要 -->
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<div class="section-card p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-blue-300">核心观点摘要</h2>
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<div class="space-y-4">
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<p>无人物流正处于<span class="highlight">"政策-技术-成本"三重拐点叠加的爆发前夜</span>：</p>
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<ul class="list-disc pl-6 space-y-2">
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<li><span class="font-semibold">政策端</span>：路权开放从"试点"升级为"全市域"，2025年已有<span class="highlight">200+城市</span>发放牌照（2024年仅100+）。</li>
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<li><span class="font-semibold">技术端</span>：L4级自动驾驶在<span class="highlight">≤40km/h、固定路线</span>场景下可靠性达<span class="highlight">99.5%</span>（九识数据），硬件成本从2020年<span class="highlight">25万元/台</span>降至<span class="highlight">2万元/台</span>。</li>
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<li><span class="font-semibold">需求端</span>：快递行业单票利润仅<span class="highlight">0.01-0.3元</span>，无人车可降本<span class="highlight">0.08-0.2元/票</span>（长江交运路演），成为价格战下的"生存刚需"。</li>
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</ul>
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<div class="mt-4 p-4 bg-slate-800 rounded-lg">
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<p class="font-semibold text-lg text-blue-300">结论</p>
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<p>2025年是规模化落地元年，2026-2027年将进入渗透率<span class="highlight">10%+</span>的加速期。</p>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="section-card p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-blue-300">核心逻辑与市场认知分析</h2>
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<div class="overflow-x-auto">
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<table class="w-full">
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<thead>
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<tr>
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<th>维度</th>
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<th>市场共识</th>
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<th>预期差</th>
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<th>数据验证</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td>技术成熟度</td>
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<td>L4仅适用于高速Robotaxi</td>
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<td><span class="highlight">低速物流场景已成熟</span>：九识事故率<span class="highlight">1.5次/万公里</span>（低于人工3次）</td>
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<td>新石器X6实测<span class="highlight">50km/h</span>稳定运行</td>
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</tr>
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<tr>
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<td>成本临界点</td>
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<td>无人车仍需5万+</td>
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<td><span class="highlight">九识E6售价1.98万</span>（含FSD），<span class="highlight">菜鸟GT-Lite 1.68万</span></td>
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<td>单票成本<span class="highlight">0.04元</span>（传统0.13元）</td>
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</tr>
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<tr>
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<td>政策节奏</td>
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<td>路权开放缓慢</td>
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<td><span class="highlight">深圳/上海/武汉</span>已全域开放，<span class="highlight">200+城市</span>常态化运营</td>
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<td>新石器获<span class="highlight">250+城市</span>路权牌照</td>
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</tr>
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<tr>
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<td>市场空间</td>
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<td>仅替代快递末端</td>
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<td><span class="highlight">可替代285万辆微卡/轻卡</span>（东吴测算）</td>
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<td>2025年潜在市场<span class="highlight">1000亿</span>（整车+服务）</td>
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</tr>
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</tbody>
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</table>
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</div>
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<div class="mt-6 p-4 bg-slate-800 rounded-lg">
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<p class="font-semibold text-lg text-blue-300">关键分歧</p>
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<p>市场认为无人车仅能替代"最后5公里"，但路演显示<span class="highlight">支线运输（3-100km）</span>才是最大场景（占城配市场<span class="highlight">40%</span>），且<span class="highlight">B2B商超补货</span>需求更刚性（日均2000票以上网点占比60%）。</p>
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</div>
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</div>
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<!-- 催化剂与发展路径 -->
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<div class="section-card p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-blue-300">催化剂与发展路径</h2>
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<div class="overflow-x-auto mb-6">
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<table class="w-full">
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<thead>
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<tr>
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<th>时间窗口</th>
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<th>催化剂</th>
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<th>影响标的</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td><span class="highlight">2025Q3</span></td>
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<td>九识/新石器单月交付破<span class="highlight">2000台</span>（九识CEO预测）</td>
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<td><span class="highlight">中邮科技</span>（邮政订单）、<span class="highlight">东风股份</span>（湖北路权）</td>
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</tr>
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<tr>
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<td><span class="highlight">2025Q4</span></td>
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<td>国家邮政局发布<span class="highlight">无人配送补贴细则</span>（参考深圳每公里0.1元）</td>
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<td><span class="highlight">顺丰同城</span>（直营快递）、<span class="highlight">德邦股份</span>（末端车辆替换）</td>
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</tr>
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<tr>
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||||
<td><span class="highlight">2026H1</span></td>
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<td><span class="highlight">L4立法</span>落地（事故责任认定标准化）</td>
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||||
<td><span class="highlight">经纬恒润</span>（域控龙头）、<span class="highlight">德赛西威</span>（车规芯片）</td>
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||||
</tr>
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||||
</tbody>
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||||
</table>
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||||
</div>
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||||
<div class="mt-6">
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||||
<p class="font-semibold text-lg text-blue-300 mb-4">长期路径</p>
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||||
<div class="flex items-center justify-between bg-slate-800 p-4 rounded-lg">
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||||
<div class="text-center">
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<div class="text-2xl font-bold text-blue-400">2025</div>
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<div class="text-sm">1%渗透率</div>
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||||
</div>
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||||
<div class="text-2xl">→</div>
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||||
<div class="text-center">
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||||
<div class="text-2xl font-bold text-blue-400">2027</div>
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<div class="text-sm">10%（政策+成本驱动）</div>
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</div>
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<div class="text-2xl">→</div>
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<div class="text-center">
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<div class="text-2xl font-bold text-blue-400">2030</div>
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<div class="text-sm">30%（<span class="highlight">运营网络效应</span>显现，类似滴滴模式）</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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||||
<!-- 产业链与核心公司 -->
|
||||
<div class="section-card p-6 mb-8">
|
||||
<h2 class="text-2xl font-bold mb-6 text-blue-300">产业链与核心公司</h2>
|
||||
<div class="mb-6">
|
||||
<p class="font-semibold text-lg text-blue-300 mb-4">产业链图谱</p>
|
||||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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||||
<div class="bg-slate-800 p-4 rounded-lg">
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<h3 class="font-semibold text-blue-400 mb-2">上游</h3>
|
||||
<ul class="space-y-1">
|
||||
<li>激光雷达（<span class="highlight">禾赛XT32</span> 120米感知）</li>
|
||||
<li>芯片（<span class="highlight">地平线征程6M</span> 200TOPS）</li>
|
||||
<li>线控底盘（<span class="highlight">伯特利</span>）</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="bg-slate-800 p-4 rounded-lg">
|
||||
<h3 class="font-semibold text-blue-400 mb-2">中游</h3>
|
||||
<ul class="space-y-1">
|
||||
<li>整车制造（<span class="highlight">九识</span>市占率80%、<span class="highlight">新石器</span>海外扩张、<span class="highlight">白犀牛</span>顺丰绑定）</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="bg-slate-800 p-4 rounded-lg">
|
||||
<h3 class="font-semibold text-blue-400 mb-2">下游</h3>
|
||||
<ul class="space-y-1">
|
||||
<li>快递（<span class="highlight">顺丰</span>10万辆替换空间→<span class="highlight">46亿利润增厚</span>）</li>
|
||||
<li>商超（<span class="highlight">京东物流</span>30城运营）</li>
|
||||
<li>冷链（<span class="highlight">中通</span>加盟商降本）</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<p class="font-semibold text-lg text-blue-300 mb-4">核心玩家对比</p>
|
||||
<div class="overflow-x-auto">
|
||||
<table class="w-full">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>公司</th>
|
||||
<th>模式</th>
|
||||
<th>2025销量目标</th>
|
||||
<th>差异化</th>
|
||||
<th>风险点</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="highlight">九识</span></td>
|
||||
<td>轻资产代工</td>
|
||||
<td><span class="highlight">1万台</span></td>
|
||||
<td><span class="highlight">E6车型1.98万</span>击穿价格带</td>
|
||||
<td>过度依赖<span class="highlight">第三方产能</span></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="highlight">新石器</span></td>
|
||||
<td>自建产线</td>
|
||||
<td><span class="highlight">1.5万台</span></td>
|
||||
<td><span class="highlight">X12大容量</span>切入轻卡替代</td>
|
||||
<td><span class="highlight">海外认证</span>进度不及预期</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="highlight">白犀牛</span></td>
|
||||
<td>顺丰生态</td>
|
||||
<td><span class="highlight">2000台</span></td>
|
||||
<td><span class="highlight">50城顺丰网点</span>独占数据</td>
|
||||
<td><span class="highlight">单一客户依赖</span></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<body class="bg-deep-space min-h-screen">
|
||||
|
||||
<div class="container mx-auto p-4 md:p-8">
|
||||
|
||||
<div class="mt-6 p-4 bg-slate-800 rounded-lg">
|
||||
<p class="font-semibold text-lg text-blue-300 mb-2">验证与证伪</p>
|
||||
<ul class="space-y-2">
|
||||
<li><span class="highlight">九识</span>4月交付量=2024全年总和（<span class="highlight">3000台→验证爆发</span>），但<span class="highlight">产能瓶颈</span>显现（单月产能1200台 vs 需求2000台）。</li>
|
||||
<li><span class="highlight">新石器</span>获<span class="highlight">中东订单</span>（文远知行合作），但<span class="highlight">国内路权</span>仍集中于长三角/珠三角。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<header class="text-center mb-12">
|
||||
<h1 class="text-4xl md:text-6xl font-bold title-glow mb-4 text-teal-300">无人物流 · 产业深度解析</h1>
|
||||
<p class="text-lg text-cyan-400/80 font-mono">Deep Dive into Unmanned Logistics</p>
|
||||
<div class="mt-6 text-sm text-gray-500">
|
||||
<p>北京价值前沿科技有限公司 AI投研agent：“价小前投研” 呈现</p>
|
||||
<p>本报告为AI合成数据，投资需谨慎。报告生成日期: 2025-09-20</p>
|
||||
</div>
|
||||
</header>
|
||||
|
||||
<main class="space-y-12">
|
||||
<!-- Insight 核心洞察 -->
|
||||
<section id="insight">
|
||||
<h2 class="text-3xl font-bold mb-6 text-cyan-300 glow-text flex items-center gap-3"><svg xmlns="http://www.w3.org/2000/svg" class="h-8 w-8" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9.663 17h4.673M12 3v1m6.364 1.636l-.707.707M21 12h-1M4 12H3m3.343-5.657l-.707-.707m2.828 9.9a5 5 0 117.072 0l-.548.547A3.374 3.374 0 0014 18.469V19a2 2 0 11-4 0v-.531c0-.895-.356-1.754-.988-2.386l-.548-.547z" /></svg>核心洞察 (Core Insight)</h2>
|
||||
|
||||
<div class="space-y-8">
|
||||
<!-- 核心观点摘要 -->
|
||||
<div class="glass-card p-6 rounded-3xl">
|
||||
<h3 class="font-bold text-xl text-teal-300 mb-3">核心观点摘要</h3>
|
||||
<p class="text-gray-300">无人物流正处在商业化应用的<strong class="text-cyan-300">奇点时刻</strong>，其核心驱动力源于<strong class="text-cyan-300">“经济性拐点”</strong>（车辆成本骤降导致运营成本显著低于人力）与<strong class="text-cyan-300">“政策绿灯”</strong>（路权大规模开放）的双重共振。当前，行业已从概念验证阶段快速跃迁至规模化订单落地阶段，未来<strong class="text-cyan-300">2-3年</strong>内将在快递末端等特定场景实现高速渗透，并逐步向更广泛的城配领域拓展，市场潜力巨大。</p>
|
||||
</div>
|
||||
|
||||
<!-- 概念事件与爆发元年 -->
|
||||
<div class="glass-card p-6 rounded-3xl" x-data="{ open: false }">
|
||||
<h3 class="font-bold text-xl text-teal-300 mb-3 cursor-pointer" @click="open = !open">概念事件：爆发元年的到来 <span x-text="open ? '[-]' : '[+]'"></span></h3>
|
||||
<div x-show="open" x-collapse>
|
||||
<ul class="space-y-4 mt-4 list-disc list-inside text-gray-300">
|
||||
<li><strong class="text-cyan-400">背景 (~2023年):</strong> 物流行业长期面临“增量不增收”困境，人力成本刚性上涨与价格战严重挤压利润空间，L4级自动驾驶技术在限定场景逐步成熟。</li>
|
||||
<li><strong class="text-cyan-400">政策破冰期 (2023-2024年):</strong> 工信部发布准入试点通知，为L3/L4上路提供国家框架。随后国家邮政局发文鼓励规模化应用，“车路云一体化”试点启动，路权开放城市迅速扩张至<strong class="text-yellow-300">200多个</strong>，审批周期缩短至3-6个月，清除核心障碍。</li>
|
||||
<li><strong class="text-cyan-400">商业化引爆点 (2024年底 - 2025年):</strong>
|
||||
<ul class="pl-6 mt-2 space-y-2">
|
||||
<li><strong class="text-teal-300">成本拐点:</strong> 单车成本从2019年超20万元，断崖式下降至2025年的<strong class="text-yellow-300">低于2万元</strong>，全生命周期成本显著低于人力。</li>
|
||||
<li><strong class="text-teal-300">订单爆发:</strong> 头部厂商商业模式跑通，在手订单突破<strong class="text-yellow-300">万台</strong>，2025年行业增速预期高达<strong class="text-yellow-300">十倍</strong>。</li>
|
||||
<li><strong class="text-teal-300">资本催化:</strong> 九识智能计划2025下半年上市，新石器完成10亿元C+轮融资，引爆板块关注度。</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><strong class="text-cyan-400">结论:</strong> 无人物流在2025年进入了由技术可行性验证转向大规模商业化部署的<strong class="text-red-400 font-bold">“爆发元年”</strong>，或称行业的“DeepSeek时刻”。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Bento Grid -->
|
||||
<div class="grid md:grid-cols-3 gap-6">
|
||||
<div class="glass-card p-6 rounded-3xl md:col-span-2">
|
||||
<h3 class="font-bold text-xl text-teal-300 mb-3">核心驱动力</h3>
|
||||
<p class="text-gray-300">经济账算通是根本驱动力。单车成本降至<strong class="text-cyan-300">2-5万</strong>元，月运营成本约<strong class="text-cyan-300">0.3万元</strong>，远低于人力成本<strong class="text-cyan-300">0.65万元</strong>。在“网点-驿站”场景，单票成本降幅高达<strong class="text-cyan-300">40%</strong>，对利润微薄的快递业是革命性变革。政策全面放行是关键催化剂，<strong class="text-cyan-300">200+城市</strong>开放路权解决核心瓶颈。L4技术在低速限定场景趋于成熟是基础保障。</p>
|
||||
</div>
|
||||
<div class="glass-card p-6 rounded-3xl flex flex-col justify-center items-center">
|
||||
<h3 class="font-bold text-lg text-teal-300 mb-2">渗透率预测</h3>
|
||||
<p class="text-5xl font-mono font-bold text-yellow-300">3.4%</p>
|
||||
<p class="text-gray-400 mt-1">预计2026年</p>
|
||||
</div>
|
||||
<div class="glass-card p-6 rounded-3xl flex flex-col justify-center items-center">
|
||||
<h3 class="font-bold text-lg text-teal-300 mb-2">单车成本骤降</h3>
|
||||
<p class="text-4xl font-mono font-bold text-yellow-300">>20万 <span class="text-2xl text-gray-400 mx-2">→</span> <2万</p>
|
||||
<p class="text-gray-400 mt-1">2019 vs 2025</p>
|
||||
</div>
|
||||
<div class="glass-card p-6 rounded-3xl md:col-span-2">
|
||||
<h3 class="font-bold text-xl text-teal-300 mb-3">市场预期差分析</h3>
|
||||
<p class="text-gray-300"><strong class="text-green-400">积极预期差:</strong> 市场可能低估了无人物流向商超、餐饮、医药等<strong class="text-green-400">非快递城配领域</strong>的横向拓展速度，这或将成为第二增长曲线。</p>
|
||||
<p class="text-gray-300 mt-2"><strong class="text-red-400">消极预期差:</strong> 低价车策略背后是“亏损换订阅”，盈利模式待验证；无法完全替代装卸等人工环节，限制降本效果；大规模替代后的<strong class="text-red-400">社会就业冲击</strong>可能引致政策收紧。</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 产业链图谱 -->
|
||||
<div class="glass-card p-6 rounded-3xl">
|
||||
<h3 class="font-bold text-xl text-teal-300 mb-4">产业链图谱与核心公司</h3>
|
||||
<div class="grid md:grid-cols-3 gap-6 text-gray-300">
|
||||
<div>
|
||||
<h4 class="font-semibold text-lg text-cyan-400 mb-2">上游：核心零部件</h4>
|
||||
<ul class="list-disc list-inside space-y-1 text-sm">
|
||||
<li><strong class="text-teal-400">感知:</strong> 激光雷达 (速腾聚创, 禾赛科技), IMU (华依科技)</li>
|
||||
<li><strong class="text-teal-400">决策:</strong> 域控制器 (经纬恒润, 德赛西威)</li>
|
||||
<li><strong class="text-teal-400">执行:</strong> 线控制动 (伯特利), 三电 (宁德时代, 汇川技术)</li>
|
||||
<li><strong class="text-teal-400">底盘/代工:</strong> 易咖 (关键角色)</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div>
|
||||
<h4 class="font-semibold text-lg text-cyan-400 mb-2">中游：整车与方案</h4>
|
||||
<ul class="list-disc list-inside space-y-1 text-sm">
|
||||
<li><strong class="text-teal-400">双寡头:</strong> 新石器, 九识智能 (非上市核心)</li>
|
||||
<li><strong class="text-teal-400">搅局者:</strong> 菜鸟 (低价策略)</li>
|
||||
<li><strong class="text-teal-400">物流巨头:</strong> 京东物流, 顺丰, 美团</li>
|
||||
<li><strong class="text-teal-400">传统车企:</strong> 金龙汽车, 宇通重工</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div>
|
||||
<h4 class="font-semibold text-lg text-cyan-400 mb-2">下游：应用与运营</h4>
|
||||
<ul class="list-disc list-inside space-y-1 text-sm">
|
||||
<li><strong class="text-teal-400">快递物流:</strong> 顺丰控股 (逻辑最顺畅), 德邦股份, 通达系</li>
|
||||
<li><strong class="text-teal-400">第三方运营商:</strong> 负责区域车辆运营维护</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div class="mt-4 p-4 border border-cyan-500/20 rounded-xl bg-cyan-900/10">
|
||||
<p class="text-gray-200"><strong class="text-yellow-300">投资启示：</strong>最具投资价值环节为：1) 确定性最高的<strong class="text-cyan-300">核心零部件供应商</strong>(“卖铲人”)；2) 降本增效逻辑最顺畅的<strong class="text-cyan-300">下游应用龙头</strong>(如顺丰控股)；3) 等待IPO催化的<strong class="text-cyan-300">非上市赛道领跑者</strong>(九识智能)。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 行业数据与趋势 -->
|
||||
<section id="data-trends">
|
||||
<h2 class="text-3xl font-bold mb-6 text-cyan-300 glow-text flex items-center gap-3"><svg xmlns="http://www.w3.org/2000/svg" class="h-8 w-8" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M7 12l3-3 3 3 4-4M8 21l4-4 4 4M3 4h18M4 4h16v12a2 2 0 01-2 2H6a2 2 0 01-2-2V4z" /></svg>行业数据与趋势</h2>
|
||||
|
||||
<div x-data="{ tab: 'trends' }">
|
||||
<div class="tabs tabs-bordered mb-6">
|
||||
<a class="tab tab-lg" :class="{ 'tab-active': tab === 'trends' }" @click.prevent="tab = 'trends'">市场趋势与规模</a>
|
||||
<a class="tab tab-lg" :class="{ 'tab-active': tab === 'policy' }" @click.prevent="tab = 'policy'">政策与技术进展</a>
|
||||
<a class="tab tab-lg" :class="{ 'tab-active': tab === 'drones' }" @click.prevent="tab = 'drones'">低空无人物流</a>
|
||||
</div>
|
||||
|
||||
<div x-show="tab === 'trends'">
|
||||
<div class="grid md:grid-cols-5 gap-6">
|
||||
<div class="md:col-span-3 glass-card p-6 rounded-3xl">
|
||||
<h3 class="font-bold text-xl text-teal-300 mb-3">市场规模预测</h3>
|
||||
<div id="marketSizeChart" class="w-full h-80"></div>
|
||||
</div>
|
||||
<div class="md:col-span-2 space-y-4">
|
||||
<div class="glass-card p-4 rounded-3xl">
|
||||
<p class="text-gray-400 text-sm">2025年预测销量</p>
|
||||
<p class="text-3xl font-bold text-cyan-300 font-mono">30,000+ 辆</p>
|
||||
</div>
|
||||
<div class="glass-card p-4 rounded-3xl">
|
||||
<p class="text-gray-400 text-sm">2030年整车+运营市场空间</p>
|
||||
<p class="text-3xl font-bold text-cyan-300 font-mono">658.4 亿元</p>
|
||||
</div>
|
||||
<div class="glass-card p-4 rounded-3xl">
|
||||
<p class="text-gray-400 text-sm">可替代市场规模</p>
|
||||
<p class="text-3xl font-bold text-cyan-300 font-mono">万亿级</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div x-show="tab === 'policy'">
|
||||
<div class="grid md:grid-cols-2 gap-6">
|
||||
<div class="glass-card p-6 rounded-3xl">
|
||||
<h3 class="font-bold text-xl text-teal-300 mb-3">政策与路权</h3>
|
||||
<ul class="list-disc list-inside space-y-2 text-gray-300">
|
||||
<li><strong class="text-cyan-400">国家层面:</strong> 邮政局印发《人工智能+邮政快递融合发展实施意见》，明确加快无人车规模化应用。</li>
|
||||
<li><strong class="text-cyan-400">路权开放:</strong> 全国<strong class="text-yellow-300">200多个</strong>城市已开放路权审批，覆盖超80%主要物流节点城市。</li>
|
||||
<li><strong class="text-cyan-400">流程简化:</strong> 牌照申请到测试周期缩短至<strong class="text-yellow-300">3-6个月</strong>。</li>
|
||||
<li><strong class="text-cyan-400">地方试点:</strong> 深圳发布全国首个“全市域开放、全车型覆盖”技术指引。</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="glass-card p-6 rounded-3xl">
|
||||
<h3 class="font-bold text-xl text-teal-300 mb-3">技术与成本</h3>
|
||||
<ul class="list-disc list-inside space-y-2 text-gray-300">
|
||||
<li><strong class="text-cyan-400">技术成熟度:</strong> L4自动驾驶在低速限定场景趋于成熟，龙头事故率低至<strong class="text-yellow-300">1.5次/万公里</strong>。</li>
|
||||
<li><strong class="text-cyan-400">成本突破:</strong> 整车成本与传统电车差距缩小至<strong class="text-yellow-300">2万元</strong>。菜鸟/九识推出<strong class="text-yellow-300">~2万元</strong>级车型。</li>
|
||||
<li><strong class="text-cyan-400">经济效益:</strong> 全生命周期单件配送成本仅<strong class="text-yellow-300">0.08元</strong>，较传统微面低<strong class="text-yellow-300">60%+</strong>。</li>
|
||||
<li><strong class="text-cyan-400">盈利能力:</strong> 销量超5000辆可实现盈亏平衡，达5万辆时净利率可达<strong class="text-yellow-300">40%+</strong>。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div x-show="tab === 'drones'">
|
||||
<div class="glass-card p-6 rounded-3xl">
|
||||
<h3 class="font-bold text-xl text-teal-300 mb-3">细分赛道：低空无人物流 (无人机)</h3>
|
||||
<div class="grid md:grid-cols-3 gap-6 text-gray-300 mt-4">
|
||||
<div>
|
||||
<h4 class="font-semibold text-cyan-400">定义与场景</h4>
|
||||
<p class="text-sm">利用无人机进行末端( <20km )和支线( 50-500km )配送，是低空经济先行落地场景。</p>
|
||||
</div>
|
||||
<div>
|
||||
<h4 class="font-semibold text-cyan-400">政策支持</h4>
|
||||
<p class="text-sm">四部门发文要求建设“干-支-末”无人机配送网络，预期年内出台关键政策，明确空域放开节点。</p>
|
||||
</div>
|
||||
<div>
|
||||
<h4 class="font-semibold text-cyan-400">商业化进展</h4>
|
||||
<p class="text-sm">美团获全国首张低空物流全境覆盖OC，顺丰、京东等巨头均已实现规模化运营。商业模式趋于成熟。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 股票列表 -->
|
||||
<section id="stocks">
|
||||
<h2 class="text-3xl font-bold mb-6 text-cyan-300 glow-text flex items-center gap-3"><svg xmlns="http://www.w3.org/2000/svg" class="h-8 w-8" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 17v-2m3 2v-4m3 4v-6m2 10H7a2 2 0 01-2-2V5a2 2 0 012-2h5.586a1 1 0 01.707.293l5.414 5.414a1 1 0 01.293.707V19a2 2 0 01-2 2z" /></svg>核心标的列表</h2>
|
||||
|
||||
<div class="glass-card rounded-3xl overflow-hidden p-2">
|
||||
<div class="overflow-x-auto">
|
||||
<table class="table table-zebra w-full">
|
||||
<thead>
|
||||
<tr>
|
||||
<th class="text-cyan-300">股票名称</th>
|
||||
<th class="text-cyan-300">股票代码</th>
|
||||
<th class="text-cyan-300">核心逻辑</th>
|
||||
<th class="text-cyan-300">标签</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<!-- Data from 无人物流（240722） -->
|
||||
<tr><td>飞力达</td><td><a href="https://valuefrontier.cn/company?scode=300240" target="_blank" class="link link-hover text-teal-400">300240</a></td><td>打造全国首个L4级自动驾驶配送系统</td><td>无人物流零部件&系统</td></tr>
|
||||
<tr><td>惠程科技</td><td>-</td><td>真机智能研发的无人配送机器人唯一生产制造商</td><td>无人物流零部件&系统</td></tr>
|
||||
<tr><td>科大智能</td><td><a href="https://valuefrontier.cn/company?scode=300222" target="_blank" class="link link-hover text-teal-400">300222</a></td><td>为无人物流车提供仓储管理和物流运输的精确监控</td><td>无人物流零部件&系统</td></tr>
|
||||
<tr><td>中海达</td><td><a href="https://valuefrontier.cn/company?scode=300177" target="_blank" class="link link-hover text-teal-400">300177</a></td><td>为无人物流车提供车载高精度定位产品</td><td>无人物流零部件&系统</td></tr>
|
||||
<tr><td>星网宇达</td><td><a href="https://valuefrontier.cn/company?scode=002829" target="_blank" class="link link-hover text-teal-400">002829</a></td><td>为美团无人配送车提供惯导部件</td><td>无人物流零部件&系统</td></tr>
|
||||
<tr><td>华安鑫创</td><td><a href="https://valuefrontier.cn/company?scode=300928" target="_blank" class="link link-hover text-teal-400">300928</a></td><td>拓展无人配送车辆新能源动力电池</td><td>无人物流零部件&系统</td></tr>
|
||||
<tr><td>北纬科技</td><td><a href="https://valuefrontier.cn/company?scode=002148" target="_blank" class="link link-hover text-teal-400">002148</a></td><td>无人驾驶车联网业务与毫末智行紧密合作</td><td>无人物流零部件&系统</td></tr>
|
||||
<tr><td>亚太股份</td><td><a href="https://valuefrontier.cn/company?scode=002284" target="_blank" class="link link-hover text-teal-400">002284</a></td><td>为毫末智行无人物流车提供线控制动系统</td><td>无人物流零部件&系统</td></tr>
|
||||
<tr><td>东杰智能</td><td><a href="https://valuefrontier.cn/company?scode=300486" target="_blank" class="link link-hover text-teal-400">300486</a></td><td>AGV调度系统可对小车进行统一调度和管理</td><td>无人物流零部件&系统</td></tr>
|
||||
<tr><td>东方精工</td><td><a href="https://valuefrontier.cn/company?scode=002611" target="_blank" class="link link-hover text-teal-400">002611</a></td><td>投资英伟达机器人合作伙伴嘉腾机器人</td><td>无人物流零部件&系统</td></tr>
|
||||
<tr><td>德邦股份</td><td><a href="https://valuefrontier.cn/company?scode=603056" target="_blank" class="link link-hover text-teal-400">603056</a></td><td>拥有L4级自动驾驶货运车麒麟号</td><td>无人物流车</td></tr>
|
||||
<tr><td>韵达股份</td><td><a href="https://valuefrontier.cn/company?scode=002120" target="_blank" class="link link-hover text-teal-400">002120</a></td><td>部分地区试点使用无人车配送</td><td>无人物流车</td></tr>
|
||||
<tr><td>顺丰控股</td><td><a href="https://valuefrontier.cn/company?scode=002352" target="_blank" class="link link-hover text-teal-400">002352</a></td><td>国内物流龙头，已上路顺丰无人快递车</td><td>无人物流车</td></tr>
|
||||
<tr><td>申通快递</td><td><a href="https://valuefrontier.cn/company?scode=002468" target="_blank" class="link link-hover text-teal-400">002468</a></td><td>无人车部分网点大量投入使用</td><td>无人物流车</td></tr>
|
||||
<tr><td>圆通速递</td><td><a href="https://valuefrontier.cn/company?scode=600233" target="_blank" class="link link-hover text-teal-400">600233</a></td><td>探索无人车+快递小哥揽派接驳新模式</td><td>无人物流车</td></tr>
|
||||
<tr><td>中邮科技</td><td><a href="https://valuefrontier.cn/company?scode=688648" target="_blank" class="link link-hover text-teal-400">688648</a></td><td>智能无人车投递系统在多地试点投放</td><td>无人物流车</td></tr>
|
||||
<tr><td>宇通重工</td><td><a href="https://valuefrontier.cn/company?scode=600817" target="_blank" class="link link-hover text-teal-400">600817</a></td><td>公司已有无人驾驶环卫车在售</td><td>无人物流车</td></tr>
|
||||
<tr><td>金龙汽车</td><td><a href="https://valuefrontier.cn/company?scode=600686" target="_blank" class="link link-hover text-teal-400">600686</a></td><td>为京东提供无人驾驶快递车</td><td>无人物流车</td></tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<h3 class="text-2xl font-bold my-8 text-cyan-300 glow-text">近期异动个股分析</h3>
|
||||
<div class="glass-card rounded-3xl overflow-hidden p-2">
|
||||
<div class="overflow-x-auto">
|
||||
<table class="table table-zebra w-full">
|
||||
<thead>
|
||||
<tr>
|
||||
<th class="text-cyan-300">股票名称</th>
|
||||
<th class="text-cyan-300">股票代码</th>
|
||||
<th class="text-cyan-300">异动日期</th>
|
||||
<th class="text-cyan-300">涨跌幅</th>
|
||||
<th class="text-cyan-300">异动原因解析</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<!-- Data from 涨幅分析补充 -->
|
||||
<tr><td>永悦科技</td><td><a href="https://valuefrontier.cn/company?scode=603879" target="_blank" class="link link-hover text-teal-400">603879</a></td><td>2025-06-10</td><td class="text-green-400">+9.99%</td><td class="text-sm">驱动概念: 无人机+低空经济+无人物流。俄乌冲突持续，公司已交付无人机；摘帽效应；布局低空经济；无人物流进入商业化落地阶段。</td></tr>
|
||||
<tr><td>中力股份</td><td><a href="https://valuefrontier.cn/company?scode=603194" target="_blank" class="link link-hover text-teal-400">603194</a></td><td>2025-06-09</td><td class="text-green-400">+10.00%</td><td class="text-sm">驱动概念: 无人物流+智能制造+电动叉车。无人物流爆发增长期，公司作为龙头受益；智能搬运方案应用广泛；电叉业务持续领先，油改电空间大。</td></tr>
|
||||
<tr><td>中创物流</td><td><a href="https://valuefrontier.cn/company?scode=603967" target="_blank" class="link link-hover text-teal-400">603967</a></td><td>2025-06-09</td><td class="text-green-400">+5.37%</td><td class="text-sm">物流板块集体走强；受益于无人车政策支持和智能化趋势；可能涉及跨境冷链业务。</td></tr>
|
||||
<tr><td>中谷物流</td><td><a href="https://valuefrontier.cn/company?scode=603565" target="_blank" class="link link-hover text-teal-400">603565</a></td><td>2025-09-01</td><td class="text-green-400">+6.69%</td><td class="text-sm">物流行业景气度回升；公司上半年净利润增超41%；分红预期强化；融资资金流入。</td></tr>
|
||||
<tr><td>新宁物流</td><td><a href="https://valuefrontier.cn/company?scode=300013" target="_blank" class="link link-hover text-teal-400">300013</a></td><td>2025-06-27</td><td class="text-green-400">+5.24%</td><td class="text-sm">中国物流市场规模创新高提振板块；公司承运首趟中欧班列，拓展国际业务；市场存在重组整合预期。</td></tr>
|
||||
<tr><td>绿能慧充</td><td><a href="https://valuefrontier.cn/company?scode=600212" target="_blank" class="link link-hover text-teal-400">600212</a></td><td>2025-08-04</td><td class="text-green-400">+5.84%</td><td class="text-sm">市场提前获悉与新疆商贸物流集团在重载无人机等领域的战略合作；无人机出口许可证获批预期。</td></tr>
|
||||
<tr><td>长久物流</td><td><a href="https://valuefrontier.cn/company?scode=603569" target="_blank" class="link link-hover text-teal-400">603569</a></td><td>2025-08-26</td><td class="text-green-400">+6.91%</td><td class="text-sm">《车辆运输车专项治理行动方案》直接利好公司经营，有望提升市场份额和运价。</td></tr>
|
||||
<tr><td>创识科技</td><td><a href="https://valuefrontier.cn/company?scode=300941" target="_blank" class="link link-hover text-teal-400">300941</a></td><td>2025-06-23</td><td class="text-green-400">+5.95%</td><td class="text-sm">无人驾驶/智能城市概念带动；可能与京东在数字支付领域有深度合作预期。</td></tr>
|
||||
<tr><td>德马科技</td><td><a href="https://valuefrontier.cn/company?scode=688360" target="_blank" class="link link-hover text-teal-400">688360</a></td><td>2025-07-18</td><td class="text-green-400">+14.74%</td><td class="text-sm">与热门机器人公司智元机器人合作，展示“世界首个数据驱动的具身智能机器人物流作业”，技术领先性引发市场关注。</td></tr>
|
||||
<tr><td>万林物流</td><td><a href="https://valuefrontier.cn/company?scode=603117" target="_blank" class="link link-hover text-teal-400">603117</a></td><td>2025-08-29</td><td class="text-green-400">+5.68%</td><td class="text-sm">控股股东股权转让引发重组预期；同时提前终止减持计划，释放积极信号。</td></tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
</section>
|
||||
</main>
|
||||
</div>
|
||||
|
||||
<!-- 潜在风险 -->
|
||||
<div class="section-card p-6 mb-8">
|
||||
<h2 class="text-2xl font-bold mb-6 text-blue-300">潜在风险</h2>
|
||||
<div class="overflow-x-auto">
|
||||
<table class="w-full">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>风险类型</th>
|
||||
<th>具体表现</th>
|
||||
<th>数据支撑</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td>技术长尾</td>
|
||||
<td>复杂场景（夜间施工路段）识别失败率<span class="highlight">5%</span>（九识测试）</td>
|
||||
<td>需持续算法迭代</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>商业化</td>
|
||||
<td>加盟商<span class="highlight">30%选择租赁</span>（资金压力），拉低毛利率</td>
|
||||
<td>九识租赁占比40% vs 采购60%</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>政策波动</td>
|
||||
<td><span class="highlight">北京</span>拟将无人车限速从40km/h降至<span class="highlight">25km/h</span></td>
|
||||
<td>直接影响运营效率（单趟时长+30%）</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>信息矛盾</td>
|
||||
<td>研报预测2025年<span class="highlight">3万辆</span>，但易咖调研显示<span class="highlight">全年市场仅2-3万台</span></td>
|
||||
<td><span class="highlight">需跟踪Q3实际交付数据</span>验证</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 综合结论与投资启示 -->
|
||||
<div class="section-card p-6 mb-8">
|
||||
<h2 class="text-2xl font-bold mb-6 text-blue-300">综合结论与投资启示</h2>
|
||||
<div class="space-y-6">
|
||||
<div>
|
||||
<p class="font-semibold text-lg text-blue-300 mb-2">阶段判断</p>
|
||||
<p>从<span class="highlight">主题炒作</span>（2024年政策预期）进入<span class="highlight">基本面驱动</span>（2025年订单落地）。</p>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<p class="font-semibold text-lg text-blue-300 mb-2">高价值环节</p>
|
||||
<ol class="list-decimal pl-6 space-y-2">
|
||||
<li><span class="font-semibold">整车制造</span>：<span class="highlight">九识</span>（成本杀手）+ <span class="highlight">新石器</span>（产能弹性）</li>
|
||||
<li><span class="font-semibold">核心零部件</span>：<span class="highlight">禾赛科技</span>（激光雷达市占率50%）+ <span class="highlight">经纬恒润</span>（域控绑定白犀牛）</li>
|
||||
<li><span class="font-semibold">运营服务</span>：<span class="highlight">顺丰同城</span>（直营模式利润弹性最大，<span class="highlight">46亿利润增厚</span>）</li>
|
||||
</ol>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<p class="font-semibold text-lg text-blue-300 mb-2">跟踪指标</p>
|
||||
<ul class="list-disc pl-6 space-y-1">
|
||||
<li><span class="highlight">月度交付量</span>（九识/新石器官网披露）</li>
|
||||
<li><span class="highlight">路权城市新增数</span>（地方政府官网）</li>
|
||||
<li><span class="highlight">快递企业无人车招标量</span>（顺丰/京东物流公告）</li>
|
||||
</ul>
|
||||
</div>
|
||||
|
||||
<div class="mt-6 p-4 bg-gradient-to-r from-blue-900 to-purple-900 rounded-lg">
|
||||
<p class="font-semibold text-lg text-white mb-2">一句话总结</p>
|
||||
<p class="text-lg">无人物流不是"更便宜的快递车"，而是<span class="text-yellow-300 font-semibold">物流行业从人力密集型转向技术密集型的基础设施革命</span>。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 关联股票数据 -->
|
||||
<div class="section-card p-6 mb-8">
|
||||
<h2 class="text-2xl font-bold mb-6 text-blue-300">关联股票数据</h2>
|
||||
<div class="overflow-x-auto">
|
||||
<table class="w-full">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>股票名称</th>
|
||||
<th>项目</th>
|
||||
<th>产业链</th>
|
||||
<th>原因</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody id="stockTableBody">
|
||||
<!-- 股票数据将通过JavaScript动态填充 -->
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||||
<script>
|
||||
// 初始化粒子背景
|
||||
tsParticles.load("particles-background", {
|
||||
particles: {
|
||||
number: {
|
||||
value: 80,
|
||||
density: {
|
||||
enable: true,
|
||||
value_area: 800
|
||||
}
|
||||
},
|
||||
color: {
|
||||
value: "#60a5fa"
|
||||
},
|
||||
shape: {
|
||||
type: "circle"
|
||||
},
|
||||
opacity: {
|
||||
value: 0.5,
|
||||
random: false
|
||||
},
|
||||
size: {
|
||||
value: 3,
|
||||
random: true
|
||||
},
|
||||
line_linked: {
|
||||
enable: true,
|
||||
distance: 150,
|
||||
color: "#60a5fa",
|
||||
opacity: 0.4,
|
||||
width: 1
|
||||
},
|
||||
move: {
|
||||
enable: true,
|
||||
speed: 2,
|
||||
direction: "none",
|
||||
random: false,
|
||||
straight: false,
|
||||
out_mode: "out",
|
||||
bounce: false
|
||||
}
|
||||
},
|
||||
interactivity: {
|
||||
detect_on: "canvas",
|
||||
events: {
|
||||
onhover: {
|
||||
enable: true,
|
||||
mode: "grab"
|
||||
},
|
||||
onclick: {
|
||||
enable: true,
|
||||
mode: "push"
|
||||
},
|
||||
resize: true
|
||||
},
|
||||
modes: {
|
||||
grab: {
|
||||
distance: 140,
|
||||
line_linked: {
|
||||
opacity: 1
|
||||
}
|
||||
},
|
||||
push: {
|
||||
particles_nb: 4
|
||||
}
|
||||
}
|
||||
},
|
||||
retina_detect: true
|
||||
});
|
||||
|
||||
// 股票数据
|
||||
const stockData = [{'无人物流（240722）': [
|
||||
{'stock': '飞力达', '项目': '全国首个L4级自动驾驶配送系统', '产业链': '物流配送', 'reason': '打造全国首个L4级自动驾驶配送系统'},
|
||||
{'stock': '惠程科技', '项目': '无人配送机器人生产制造', '产业链': '机器人制造', 'reason': '真机智能研发的无人配送机器人唯一生产制造商'},
|
||||
{'stock': '科大智能', '项目': '仓储管理与物流运输监控', '产业链': '物流技术', 'reason': '为无人物流车提供仓储管理和物流运输的精确监控'},
|
||||
{'stock': '中海达', '项目': '车载高精度定位产品', '产业链': '定位技术', 'reason': '为无人物流车提供车载高精度定位产品'},
|
||||
{'stock': '星网宇达', '项目': '惯导部件供应', '产业链': '零部件供应', 'reason': '为美团无人配送车提供惯导部件'},
|
||||
{'stock': '华安鑫创', '项目': '新能源动力电池', '产业链': '能源供应', 'reason': '拓展无人配送车辆新能源动力电池'},
|
||||
{'stock': '北纬科技', '项目': '车联网业务合作', '产业链': '车联网', 'reason': '无人驾驶车联网业务与毫末智行紧密合作'},
|
||||
{'stock': '亚太股份', '项目': '线控制动系统', '产业链': '车辆控制系统', 'reason': '为毫末智行无人物流车提供线控制动系统'},
|
||||
{'stock': '东杰智能', '项目': 'AGV调度系统', '产业链': '智能调度', 'reason': 'AGV调度系统可对小车进行统一调度和管理'},
|
||||
{'stock': '东方精工', '项目': '机器人合作伙伴', '产业链': '机器人制造', 'reason': '投资英伟达机器人合作伙伴嘉腾机器人'},
|
||||
{'stock': '德邦股份', '项目': 'L4级自动驾驶货车', '产业链': '物流运输', 'reason': '拥有L4级自动驾驶货车麒麟号'},
|
||||
{'stock': '韵达股份', '项目': '无人车配送试点', '产业链': '物流配送', 'reason': '部分地区试点使用无人车配送'},
|
||||
{'stock': '顺丰控股', '项目': '顺丰无人快递车', '产业链': '物流运输', 'reason': '国内物流龙头，已上路顺丰无人快递车'},
|
||||
{'stock': '申通快递', '项目': '无人车网点投放', '产业链': '物流配送', 'reason': '无人车部分网点大量投入使用'},
|
||||
{'stock': '圆通速递', '项目': '无人车+快递小哥揽派新模式', '产业链': '物流配送', 'reason': '探索无人车+快递小哥揽派新模式'},
|
||||
{'stock': '中邮科技', '项目': '智能无人投递系统', '产业链': '物流技术', 'reason': '智能无人车投递系统在多地试点投放'},
|
||||
{'stock': '宇通重工', '项目': '无人驾驶环卫车', '产业链': '车辆制造', 'reason': '公司已有无人驾驶环卫车在售'},
|
||||
{'stock': '金龙汽车', '项目': '京东无人快递车', '产业链': '物流运输', 'reason': '为京东提供无人驾驶快递车'}
|
||||
]}];
|
||||
|
||||
// 填充股票数据表格
|
||||
const stockTableBody = document.getElementById('stockTableBody');
|
||||
const stocks = stockData[0]['无人物流（240722）'];
|
||||
|
||||
stocks.forEach(stock => {
|
||||
const row = document.createElement('tr');
|
||||
row.innerHTML = `
|
||||
<td class="font-semibold">${stock.stock}</td>
|
||||
<td>${stock.项目}</td>
|
||||
<td><span class="px-2 py-1 bg-blue-900 text-blue-200 rounded-full text-xs">${stock.产业链}</span></td>
|
||||
<td>${stock.reason}</td>
|
||||
`;
|
||||
stockTableBody.appendChild(row);
|
||||
});
|
||||
</script>
|
||||
|
||||
<script>
|
||||
document.addEventListener('DOMContentLoaded', function () {
|
||||
var chartDom = document.getElementById('marketSizeChart');
|
||||
var myChart = echarts.init(chartDom);
|
||||
var option;
|
||||
|
||||
option = {
|
||||
backgroundColor: 'transparent',
|
||||
title: {
|
||||
text: '无人物流车销量及渗透率预测',
|
||||
left: 'center',
|
||||
textStyle: {
|
||||
color: '#a5f3fc'
|
||||
}
|
||||
},
|
||||
tooltip: {
|
||||
trigger: 'axis',
|
||||
backgroundColor: 'rgba(0, 20, 40, 0.8)',
|
||||
borderColor: '#00c0ff',
|
||||
textStyle: {
|
||||
color: '#e0e0e0'
|
||||
},
|
||||
axisPointer: {
|
||||
type: 'cross',
|
||||
label: {
|
||||
backgroundColor: '#6a7985'
|
||||
}
|
||||
}
|
||||
},
|
||||
legend: {
|
||||
data: ['销量 (万辆)', '渗透率 (%)'],
|
||||
bottom: 10,
|
||||
textStyle: {
|
||||
color: '#a5f3fc'
|
||||
}
|
||||
},
|
||||
grid: {
|
||||
left: '3%',
|
||||
right: '4%',
|
||||
bottom: '15%',
|
||||
containLabel: true
|
||||
},
|
||||
xAxis: [
|
||||
{
|
||||
type: 'category',
|
||||
boundaryGap: false,
|
||||
data: ['2024E', '2025E', '2026E', '2030E'],
|
||||
axisLine: { lineStyle: { color: '#00c0ff' } }
|
||||
}
|
||||
],
|
||||
yAxis: [
|
||||
{
|
||||
type: 'value',
|
||||
name: '销量 (万辆)',
|
||||
position: 'left',
|
||||
axisLine: { show: true, lineStyle: { color: '#00c0ff' } },
|
||||
splitLine: { lineStyle: { type: 'dashed', color: 'rgba(0, 192, 255, 0.2)' } },
|
||||
axisLabel: { formatter: '{value}' }
|
||||
},
|
||||
{
|
||||
type: 'value',
|
||||
name: '渗透率 (%)',
|
||||
position: 'right',
|
||||
max: 15, // Adjusted for better visualization of low percentages
|
||||
axisLine: { show: true, lineStyle: { color: '#2dd4bf' } },
|
||||
splitLine: { show: false },
|
||||
axisLabel: { formatter: '{value} %' }
|
||||
}
|
||||
],
|
||||
series: [
|
||||
{
|
||||
name: '销量 (万辆)',
|
||||
type: 'line',
|
||||
stack: 'Total',
|
||||
smooth: true,
|
||||
lineStyle: { color: '#00c0ff', width: 2 },
|
||||
showSymbol: false,
|
||||
areaStyle: {
|
||||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{
|
||||
offset: 0,
|
||||
color: 'rgba(0, 192, 255, 0.5)'
|
||||
}, {
|
||||
offset: 1,
|
||||
color: 'rgba(0, 192, 255, 0)'
|
||||
}])
|
||||
},
|
||||
data: [0.35, 3, 10, 60]
|
||||
},
|
||||
{
|
||||
name: '渗透率 (%)',
|
||||
type: 'line',
|
||||
yAxisIndex: 1,
|
||||
smooth: true,
|
||||
lineStyle: { color: '#2dd4bf', width: 2 },
|
||||
showSymbol: false,
|
||||
areaStyle: {
|
||||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{
|
||||
offset: 0,
|
||||
color: 'rgba(45, 212, 191, 0.5)'
|
||||
}, {
|
||||
offset: 1,
|
||||
color: 'rgba(45, 212, 191, 0)'
|
||||
}])
|
||||
},
|
||||
data: [0.15, 1.2, 3.4, 12.5] // Example data, assuming 2030 penetration around 12.5%
|
||||
}
|
||||
]
|
||||
};
|
||||
|
||||
option && myChart.setOption(option);
|
||||
window.addEventListener('resize', myChart.resize);
|
||||
});
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
```
|
||||
</html>
|
||||
Reference in New Issue
Block a user