update pay ui
This commit is contained in:
@@ -1,509 +1,458 @@
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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>矿山智驾 - 概念洞察与投资分析</title>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
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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/dist/full.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.tailwindcss.com"></script>
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
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<script src="https://cdnjs.cloudflare.com/ajax/libs/three.js/r134/three.min.js"></script>
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<script src="https://cdnjs.cloudflare.com/ajax/libs/vanta/0.5.24/vanta.waves.min.js"></script>
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<style>
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body {
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font-family: 'Inter', sans-serif;
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}
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.gradient-bg {
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background: linear-gradient(135deg, #1a2a6c, #2c3e50, #4a6491);
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}
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.card-shadow {
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box-shadow: 0 10px 30px rgba(0, 0, 0, 0.2);
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}
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.text-gradient {
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background: linear-gradient(90deg, #4facfe 0%, #00f2fe 100%);
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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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.timeline-line {
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background: linear-gradient(to bottom, #4facfe, #00f2fe);
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}
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#vanta-bg {
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position: fixed;
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top: 0;
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left: 0;
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width: 100%;
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height: 100%;
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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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</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>深度行研报告：矿山智驾</title>
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<!-- Tailwind CSS & DaisyUI -->
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.tailwindcss.com"></script>
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<!-- Alpine.js -->
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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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<!-- ECharts -->
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<!-- Google Fonts for a futuristic feel -->
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<link rel="preconnect" href="https://fonts.googleapis.com">
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<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
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<link href="https://fonts.googleapis.com/css2?family=Orbitron:wght@400;700&family=Noto+Sans+SC:wght@300;400;500&display=swap" rel="stylesheet">
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<style>
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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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background-image:
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radial-gradient(ellipse 80% 50% at 50% -20%, rgba(120, 119, 198, 0.3), transparent),
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radial-gradient(ellipse 80% 50% at 50% 120%, rgba(39, 119, 198, 0.3), transparent);
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background-attachment: fixed;
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color: #e0e0e0;
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}
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.concept-title {
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font-family: 'Orbitron', sans-serif;
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text-shadow: 0 0 5px rgba(0, 255, 255, 0.7), 0 0 10px rgba(0, 255, 255, 0.5), 0 0 20px rgba(0, 255, 255, 0.3);
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}
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.glass-card {
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background: rgba(10, 25, 47, 0.5);
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backdrop-filter: blur(20px) saturate(180%);
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-webkit-backdrop-filter: blur(20px) saturate(180%);
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border: 1px solid rgba(255, 255, 255, 0.1);
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border-radius: 1.5rem; /* rounded-3xl */
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transition: all 0.3s ease;
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}
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.glass-card:hover {
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transform: translateY(-5px);
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box-shadow: 0 0 30px rgba(0, 191, 255, 0.2);
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border-color: rgba(0, 191, 255, 0.3);
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}
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.glow-border {
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border: 1px solid;
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border-image-slice: 1;
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border-image-source: linear-gradient(to right bottom, #2dd4bf, #3b82f6, #a855f7);
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}
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.bento-grid {
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display: grid;
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gap: 1.5rem;
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}
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.bento-grid-item {
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min-height: 200px;
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}
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.fui-header {
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font-weight: 500;
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color: #67e8f9; /* cyan-300 */
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text-shadow: 0 0 3px rgba(103, 232, 249, 0.5);
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margin-bottom: 1rem;
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border-left: 3px solid #67e8f9;
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padding-left: 1rem;
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}
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.table thead th {
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background-color: rgba(14, 165, 233, 0.2);
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color: #f0f9ff;
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}
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.table tbody tr:hover {
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background-color: rgba(14, 165, 233, 0.1);
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}
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.tab {
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transition: all 0.3s ease;
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}
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.tab-active {
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color: #67e8f9;
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border-bottom-color: #67e8f9;
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}
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::-webkit-scrollbar {
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width: 8px;
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}
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::-webkit-scrollbar-track {
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background: rgba(255, 255, 255, 0.05);
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}
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::-webkit-scrollbar-thumb {
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background: rgba(14, 165, 233, 0.5);
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border-radius: 4px;
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}
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::-webkit-scrollbar-thumb:hover {
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background: rgba(14, 165, 233, 0.8);
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}
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</style>
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</head>
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<body class="gradient-bg min-h-screen text-white">
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<div id="vanta-bg"></div>
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<div class="content-wrapper container mx-auto px-4 py-8">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 text-gradient">矿山智驾</h1>
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<p class="text-xl text-blue-200 max-w-3xl mx-auto">从政策驱动到技术落地的智能化转型之路</p>
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</div>
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<!-- 概念事件部分 -->
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<div class="card bg-gray-800 bg-opacity-70 backdrop-blur-sm rounded-2xl p-6 mb-8 card-shadow">
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<h2 class="text-2xl font-bold mb-4 text-blue-300 flex items-center">
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<i class="fas fa-calendar-alt mr-3"></i>概念事件
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-6">
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<div class="bg-gray-700 bg-opacity-50 rounded-xl p-5">
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<div class="text-blue-400 text-sm font-semibold mb-2">政策催化</div>
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<p class="text-sm">2024年4月，国家矿山安监局等七部门联合发布《关于深入推进矿山智能化建设促进矿山安全发展的指导意见》，提出<strong>2026年煤矿/非煤矿山危险岗位机器人替代率分别不低于30%/20%</strong>，直接引爆矿山无人化需求。</p>
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</div>
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<body class="min-h-screen">
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<div class="container mx-auto p-4 md:p-8">
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<div class="bg-gray-700 bg-opacity-50 rounded-xl p-5">
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<div class="text-blue-400 text-sm font-semibold mb-2">技术落地</div>
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<p class="text-sm">2024年9月，<strong>新疆天池能源南露天矿部署370辆无人矿卡（全球最大单矿车队）</strong>，全部完成"去安全员"，单日运行效率达有人驾驶的<strong>117%</strong>。</p>
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</div>
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<div class="bg-gray-700 bg-opacity-50 rounded-xl p-5">
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<div class="text-blue-400 text-sm font-semibold mb-2">资本加速</div>
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<p class="text-sm">2024-2025年，易控智驾（半年两轮融资超4亿元）、踏歌智行（市占率45.1%）等企业密集融资，行业进入商业化爆发前夜。</p>
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</div>
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</div>
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<div class="mt-6">
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<h3 class="text-lg font-semibold mb-3 text-blue-300">时间轴</h3>
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<div class="relative">
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<div class="absolute left-4 top-0 bottom-0 w-1 timeline-line"></div>
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<div class="mb-6 pl-10 relative">
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<div class="absolute left-2 w-4 h-4 bg-blue-500 rounded-full"></div>
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<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4">
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<div class="font-semibold text-blue-400">2023年</div>
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<p class="text-sm">全国露天矿无人矿卡仅1131辆，渗透率<3%。</p>
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</div>
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</div>
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<div class="mb-6 pl-10 relative">
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<div class="absolute left-2 w-4 h-4 bg-blue-500 rounded-full"></div>
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<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4">
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<div class="font-semibold text-blue-400">2024年</div>
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<p class="text-sm">国家能源集团等头部矿企规模化部署，渗透率突破10%。</p>
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</div>
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</div>
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<div class="pl-10 relative">
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<div class="absolute left-2 w-4 h-4 bg-blue-500 rounded-full"></div>
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<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4">
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<div class="font-semibold text-blue-400">2025年</div>
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<p class="text-sm">预计无人矿卡数量达<strong>5750辆</strong>（2024年9月已1510辆），2028年市场规模或超<strong>100亿元</strong>。</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- Header -->
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<header class="text-center mb-12">
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<h1 class="concept-title text-5xl md:text-7xl font-bold text-cyan-300">矿山智驾</h1>
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<p class="mt-4 text-lg text-slate-400">Mine Autonomous Driving - Deep Dive Analysis</p>
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<p class="text-xs text-slate-500 mt-2">由 北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
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</header>
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<!-- 核心观点摘要 -->
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<div class="card bg-gray-800 bg-opacity-70 backdrop-blur-sm rounded-2xl p-6 mb-8 card-shadow">
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<h2 class="text-2xl font-bold mb-4 text-blue-300 flex items-center">
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<i class="fas fa-lightbulb mr-3"></i>核心观点摘要
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</h2>
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<div class="bg-gradient-to-r from-blue-900 to-blue-700 rounded-xl p-6">
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<p class="text-lg leading-relaxed">
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矿山智驾已从<strong>政策驱动的主题炒作阶段</strong>进入<strong>技术验证+订单落地的基本面驱动阶段</strong>。核心逻辑是<strong>"政策强制替代+经济性拐点"</strong>：无人矿卡3年回本（节省司机成本4000万元/百台年），2026年政策窗口期将触发渗透率从<strong>10%向50%跃迁</strong>。
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</p>
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</div>
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</div>
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<main class="space-y-16">
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<!-- Bento Grid Section -->
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<section class="bento-grid grid-cols-1 md:grid-cols-3 lg:grid-cols-4">
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<div class="glass-card p-6 bento-grid-item md:col-span-2 lg:col-span-2 row-span-2 flex flex-col justify-between">
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<div>
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<h2 class="fui-header text-xl">核心观点摘要</h2>
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<p class="text-slate-300 leading-relaxed">
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矿山智驾是典型的<strong class="text-cyan-400">政策驱动型+场景限定型</strong>的强α概念，目前正处于从试点示范（0→1）向量产复制（1→N）过渡的关键阶段。其核心驱动力源于矿山作业对“安全”和“效率”的刚性需求，叠加国家层面强制性的智能化改造政策。相比于乘用车自动驾驶，矿山智驾因其<strong class="text-cyan-400">封闭场景、固定路线</strong>的特点，商业化落地路径更清晰、更迅速，具备率先实现大规模盈利的潜力。
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</p>
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</div>
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<div class="mt-4 text-right">
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<span class="badge badge-outline border-cyan-400 text-cyan-400">强政策驱动</span>
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<span class="badge badge-outline border-sky-400 text-sky-400 ml-2">商业化清晰</span>
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<span class="badge badge-outline border-indigo-400 text-indigo-400 ml-2">高景气周期</span>
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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="card bg-gray-800 bg-opacity-70 backdrop-blur-sm rounded-2xl p-6 mb-8 card-shadow">
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<h2 class="text-2xl font-bold mb-4 text-blue-300 flex items-center">
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<i class="fas fa-brain mr-3"></i>核心逻辑与市场认知分析
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-6">
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<div>
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<h3 class="text-lg font-semibold mb-3 text-blue-300">核心驱动力</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
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<div>
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<strong>政策刚性</strong>：2026年替代率硬指标倒逼矿企采购，<strong>露天矿优先</strong>（技术成熟），井工矿为下一阶段重点。
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
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<div>
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<strong>经济性拐点</strong>：无人矿卡全生命周期成本较有人驾驶低<strong>15%-20%</strong>（人力成本占运营总成本60%以上）。
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</div>
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</li>
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<li class="flex items-start">
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||||
<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
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<div>
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<strong>技术闭环</strong>：L4级方案在封闭场景已成熟（如易控智驾的<strong>"云-边-端"协同系统</strong>），极端环境（-40℃~50℃）通过冗余传感器+5G车路协同解决。
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</div>
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</li>
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</ul>
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</div>
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<div>
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<h3 class="text-lg font-semibold mb-3 text-blue-300">市场热度与情绪</h3>
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<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4 mb-4">
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<p><strong>研报密度</strong>：2024年7月后，长江、天风、东吴等机构密集发布矿山智驾专题，提及"十倍股"机会。</p>
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</div>
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||||
<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4">
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<p><strong>情绪分歧</strong>：市场过度关注<strong>露天矿场景</strong>，忽略<strong>井工矿技术突破</strong>（如北路智控中标陕煤集团1485万元井下5G+无人驾驶项目）。</p>
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||||
</div>
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||||
</div>
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||||
</div>
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||||
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<div>
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<h3 class="text-lg font-semibold mb-3 text-blue-300">预期差</h3>
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||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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||||
<div class="bg-yellow-900 bg-opacity-30 border-l-4 border-yellow-500 p-4 rounded">
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<p><strong>认知偏差</strong>：普遍认为矿山智驾="宽体车改造"，实际<strong>刚性矿卡（北方股份）+新能源宽体车（同力股份）</strong>双线并行，后者增速更快（2023-2026年CAGR <strong>106.78%</strong>）。</p>
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</div>
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<div class="bg-yellow-900 bg-opacity-30 border-l-4 border-yellow-500 p-4 rounded">
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<p><strong>数据验证</strong>：2024年9月<strong>新疆/内蒙古已部署1471辆无人矿卡</strong>，但全国露天矿年需求3万辆，<strong>渗透率仅5%</strong>，远低于研报预测的2025年30%。</p>
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</div>
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||||
</div>
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||||
</div>
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||||
</div>
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||||
<div class="glass-card p-6 bento-grid-item md:col-span-1 lg:col-span-2">
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||||
<h2 class="fui-header text-xl">概念事件与催化</h2>
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||||
<ul class="list-disc list-inside text-slate-300 space-y-2 text-sm">
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||||
<li><strong class="text-sky-300">2023年 - 政策元年:</strong> 《“机器人+”应用行动》等文件明确推进矿山无人化运输，标志性商业订单出现。</li>
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||||
<li><strong class="text-sky-300">2024年 - 落地加速:</strong> 《5G规模化应用“扬帆”行动》等文件细化目标，龙头企业实现数百台规模化常态运营。</li>
|
||||
<li><strong class="text-sky-300">2025年及以后 (预期):</strong> 进入标准化与规模爆发阶段，目标2026年危险岗位机器人替代率≥30%。</li>
|
||||
</ul>
|
||||
</div>
|
||||
|
||||
<div class="glass-card p-6 bento-grid-item md:col-span-1 lg:col-span-2 bg-rose-900/30 border-rose-500/30">
|
||||
<h2 class="fui-header text-xl text-rose-300 border-rose-300">预期差：巨大的信息鸿沟</h2>
|
||||
<p class="text-rose-200">
|
||||
本次分析最关键的发现是，<strong class="text-rose-100">新闻与路演数据中完全没有“矿山智驾”的直接信息</strong>，所有公开舆论均聚焦于乘用车智驾。然而，深度研报和个股数据却揭示了<strong class="text-rose-100">一个已实现百台级商业化落地、市场规模近400亿的成熟产业</strong>。这种认知偏差构成了巨大的投资预期差。
|
||||
</p>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- Market Size Chart Section -->
|
||||
<section class="glass-card p-6">
|
||||
<h2 class="fui-header text-xl">市场规模预测 (亿元人民币)</h2>
|
||||
<div id="market-size-chart" class="w-full h-96"></div>
|
||||
</section>
|
||||
|
||||
<!-- Deep Dive Tabs Section -->
|
||||
<section x-data="{ tab: 'insight' }">
|
||||
<div class="tabs tabs-bordered mb-6">
|
||||
<a class="tab tab-lg" :class="{ 'tab-active': tab === 'insight' }" @click.prevent="tab = 'insight'">深度洞察 (Insight)</a>
|
||||
<a class="tab tab-lg" :class="{ 'tab-active': tab === 'reports' }" @click.prevent="tab = 'reports'">关键研报与数据</a>
|
||||
<a class="tab tab-lg" :class="{ 'tab-active': tab === 'links' }" @click.prevent="tab = 'links'">潜在关联信息</a>
|
||||
</div>
|
||||
|
||||
<!-- 关键催化剂与未来发展路径 -->
|
||||
<div class="card bg-gray-800 bg-opacity-70 backdrop-blur-sm rounded-2xl p-6 mb-8 card-shadow">
|
||||
<h2 class="text-2xl font-bold mb-4 text-blue-300 flex items-center">
|
||||
<i class="fas fa-rocket mr-3"></i>关键催化剂与未来发展路径
|
||||
</h2>
|
||||
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||||
<div>
|
||||
<h3 class="text-lg font-semibold mb-3 text-blue-300">近期催化剂（3-6个月）</h3>
|
||||
<div class="space-y-4">
|
||||
<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4">
|
||||
<div class="text-blue-400 font-semibold mb-1">易控智驾港股IPO</div>
|
||||
<p class="text-sm">已递交申请：或成"矿山智驾第一股"，估值锚定行业。</p>
|
||||
</div>
|
||||
<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4">
|
||||
<div class="text-blue-400 font-semibold mb-1">国家能源集团第二批招标</div>
|
||||
<p class="text-sm">2024Q4计划新增<strong>200台无人矿卡</strong>订单，头部方案商（中科慧拓/踏歌智行）直接受益。</p>
|
||||
</div>
|
||||
<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4">
|
||||
<div class="text-blue-400 font-semibold mb-1">井工矿标准出台</div>
|
||||
<p class="text-sm">2024年底《井下无人驾驶安全技术规范》发布，打开<strong>80%未渗透市场</strong>。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-lg font-semibold mb-3 text-blue-300">长期路径</h3>
|
||||
<div class="space-y-4">
|
||||
<div class="bg-gradient-to-r from-blue-900 to-blue-700 rounded-lg p-4">
|
||||
<div class="text-blue-300 font-semibold mb-1">2025-2026年</div>
|
||||
<p class="text-sm">露天矿渗透率30%（政策强制），市场规模<strong>50亿元</strong>。</p>
|
||||
</div>
|
||||
<div class="bg-gradient-to-r from-blue-900 to-blue-700 rounded-lg p-4">
|
||||
<div class="text-blue-300 font-semibold mb-1">2027-2030年</div>
|
||||
<p class="text-sm">井工矿技术突破（需解决无GPS、高粉尘问题），渗透率向50%迈进，<strong>全球市场达81亿美元</strong>（2024年仅7亿美元）。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<!-- Insight Content -->
|
||||
<div x-show="tab === 'insight'" class="space-y-8">
|
||||
<article class="glass-card p-6">
|
||||
<h3 class="fui-header text-lg">核心驱动力分析</h3>
|
||||
<ol class="list-decimal list-inside space-y-4 text-slate-300">
|
||||
<li><strong>政策强制性驱动:</strong> 这是支撑概念成立的最硬逻辑。从2023年到2024年，国家密集出台高级别文件，特别是<strong class="text-cyan-400">“2026年替代率≥30%”</strong>这类量化KPI，为行业提供了确定性增长预期，将企业可选的资本开支转变为必须完成的合规性投入。</li>
|
||||
<li><strong>经济效益驱动 (降本增效):</strong> 商业模式闭环清晰。自动驾驶可实现<strong class="text-cyan-400">24小时连续作业</strong>，并减少司机70%的工作量。在人力成本上升和熟练司机短缺的背景下，无人驾驶系统的投入产出比（ROI）极具吸引力。</li>
|
||||
<li><strong>安全生产的“一票否决”:</strong> 矿用车辆因视野盲区大、作业环境恶劣，是安全事故高发区。自动驾驶系统能从根本上杜绝人为操作失误，满足矿业安全生产的最高优先级需求。</li>
|
||||
</ol>
|
||||
</article>
|
||||
|
||||
<!-- 产业链与核心公司深度剖析 -->
|
||||
<div class="card bg-gray-800 bg-opacity-70 backdrop-blur-sm rounded-2xl p-6 mb-8 card-shadow">
|
||||
<h2 class="text-2xl font-bold mb-4 text-blue-300 flex items-center">
|
||||
<i class="fas fa-sitemap mr-3"></i>产业链与核心公司深度剖析
|
||||
</h2>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="text-lg font-semibold mb-3 text-blue-300">产业链图谱</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||||
<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4 text-center">
|
||||
<div class="text-blue-400 font-semibold mb-2">上游</div>
|
||||
<p class="text-sm">激光雷达（禾赛科技/速腾聚创）、高精度地图（四维图新）、线控底盘（同力股份自研）</p>
|
||||
</div>
|
||||
<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4 text-center">
|
||||
<div class="text-blue-400 font-semibold mb-2">中游</div>
|
||||
<p class="text-sm">方案商（易控智驾、踏歌智行）、主机厂（北方股份刚性矿卡、三一智矿EPCO模式）</p>
|
||||
</div>
|
||||
<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4 text-center">
|
||||
<div class="text-blue-400 font-semibold mb-2">下游</div>
|
||||
<p class="text-sm">国家能源集团（最大客户）、紫金矿业（海外拓展）</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-lg font-semibold mb-3 text-blue-300">核心玩家对比</h3>
|
||||
<div class="overflow-x-auto">
|
||||
<table class="table w-full text-white">
|
||||
<thead>
|
||||
<tr class="bg-gray-700 bg-opacity-50">
|
||||
<th class="text-left p-3">公司</th>
|
||||
<th class="text-left p-3">角色</th>
|
||||
<th class="text-left p-3">优势</th>
|
||||
<th class="text-left p-3">风险</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="border-b border-gray-700">
|
||||
<td class="p-3 font-semibold">易控智驾</td>
|
||||
<td class="p-3">方案商龙头</td>
|
||||
<td class="p-3"><strong>1400辆无人矿卡已部署</strong>（2025年6月），宁德时代领投D轮，技术全栈自研。</td>
|
||||
<td class="p-3">尚未盈利（2024年亏损3.9亿元）。</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-700">
|
||||
<td class="p-3 font-semibold">同力股份</td>
|
||||
<td class="p-3">主机厂+方案商</td>
|
||||
<td class="p-3"><strong>370辆全球最大单矿车队</strong>（新疆天池），新能源宽体车市占率30%+。</td>
|
||||
<td class="p-3">依赖单一矿企客户（天池能源）。</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-700">
|
||||
<td class="p-3 font-semibold">北方股份</td>
|
||||
<td class="p-3">刚性矿卡龙头</td>
|
||||
<td class="p-3"><strong>与踏歌智行合作</strong>172吨无人矿卡，技术壁垒高（大吨位）。</td>
|
||||
<td class="p-3">传统燃油矿卡转型新能源进度慢。</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="p-3 font-semibold">北路智控</td>
|
||||
<td class="p-3">井下场景突破者</td>
|
||||
<td class="p-3"><strong>中标陕煤1485万元井下项目</strong>，参股希迪智驾布局V2X。</td>
|
||||
<td class="p-3">井工矿技术商业化进度低于预期。</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<div class="mt-6 grid grid-cols-1 md:grid-cols-2 gap-4">
|
||||
<div class="bg-red-900 bg-opacity-30 border-l-4 border-red-500 p-4 rounded">
|
||||
<p><strong>证伪点</strong>：研报称"2025年渗透率30%"，但2024年实际渗透率仅5%，<strong>需跟踪2025年国家能源集团招标量</strong>（若低于500台则证伪）。</p>
|
||||
</div>
|
||||
<div class="bg-green-900 bg-opacity-30 border-l-4 border-green-500 p-4 rounded">
|
||||
<p><strong>验证点</strong>：同力股份2024年无人矿卡交付<strong>300台</strong>（与易控智驾合作），印证新能源宽体车商业化加速。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<article class="glass-card p-6">
|
||||
<h3 class="fui-header text-lg">关键催化剂与未来发展路径</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
|
||||
<div>
|
||||
<h4 class="font-semibold text-sky-300 mb-2">近期催化剂 (未来3-6个月)</h4>
|
||||
<ul class="list-disc list-inside space-y-2 text-slate-400 text-sm">
|
||||
<li>大型矿企新的<strong class="text-white">百台级招标公告</strong>。</li>
|
||||
<li>首个大规模实现<strong class="text-white">“安全员下车”</strong>的标志性项目出现。</li>
|
||||
<li><strong class="text-white">井工矿</strong>无人驾驶商业化项目取得突破性进展。</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div>
|
||||
<h4 class="font-semibold text-sky-300 mb-2">长期发展路径</h4>
|
||||
<ul class="list-disc list-inside space-y-2 text-slate-400 text-sm">
|
||||
<li><strong>场景渗透:</strong> 从露天矿向井工矿延伸，从运输环节向全流程协同扩展。</li>
|
||||
<li><strong>商业模式演进:</strong> 从设备销售向<strong class="text-white">运输运营服务</strong>和数据增值服务演进。</li>
|
||||
<li><strong>技术迭代:</strong> 从单车智能向<strong class="text-white">5G+V2X车路云协同智能</strong>演进。</li>
|
||||
<li><strong>市场格局:</strong> <strong class="text-white">“组团出海”</strong>，输出中国技术方案和行业标准。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</article>
|
||||
|
||||
<article class="glass-card p-6">
|
||||
<h3 class="fui-header text-lg">潜在风险与挑战</h3>
|
||||
<ul class="list-disc list-inside space-y-2 text-slate-300">
|
||||
<li><strong>技术风险:</strong> 井工矿技术瓶颈（光线、空间、无卫星信号）攻克缓慢；跨场景适应性仍不足。</li>
|
||||
<li><strong>商业化风险:</strong> 高昂的初始投入可能影响中小矿山采纳意愿；目前<strong class="text-amber-400">整体渗透率不到3%</strong>，渗透速度可能不及预期。</li>
|
||||
<li><strong>竞争风险:</strong> <strong class="text-amber-400">华为</strong>等科技巨头已布局智慧矿山项目，可能对现有玩家形成降维打击。</li>
|
||||
<li><strong>信息交叉验证风险:</strong> 公开新闻与深度研报之间存在巨大信息鸿沟，主题尚未形成广泛市场共识，可能导致股价剧烈波动。</li>
|
||||
</ul>
|
||||
</article>
|
||||
</div>
|
||||
|
||||
<!-- 潜在风险与挑战 -->
|
||||
<div class="card bg-gray-800 bg-opacity-70 backdrop-blur-sm rounded-2xl p-6 mb-8 card-shadow">
|
||||
<h2 class="text-2xl font-bold mb-4 text-blue-300 flex items-center">
|
||||
<i class="fas fa-exclamation-triangle mr-3"></i>潜在风险与挑战
|
||||
</h2>
|
||||
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||||
<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4">
|
||||
<div class="text-red-400 font-semibold mb-2">技术风险</div>
|
||||
<p>井工矿无GPS环境下的<strong>SLAM定位精度</strong>（当前误差>50cm，需<10cm）。</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4">
|
||||
<div class="text-red-400 font-semibold mb-2">商业化风险</div>
|
||||
<p>中小矿山支付能力弱，<strong>单台无人矿卡改造成本50万元</strong>（需政策补贴或融资租赁）。</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4">
|
||||
<div class="text-red-400 font-semibold mb-2">政策风险</div>
|
||||
<p>若2026年替代率目标下调（如从30%降至20%），行业增速将腰斩。</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4">
|
||||
<div class="text-red-400 font-semibold mb-2">信息矛盾</div>
|
||||
<p>路演显示<strong>新疆天池能源车队效率117%</strong>，但部分矿企反馈实际仅90%，差异源于<strong>作业场景复杂度</strong>（简单路线vs多弯道）。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<!-- Reports Content -->
|
||||
<div x-show="tab === 'reports'" class="space-y-6">
|
||||
<div class="glass-card p-6">
|
||||
<h3 class="fui-header text-lg">政策环境与目标</h3>
|
||||
<ul class="list-disc list-inside space-y-2 text-slate-300">
|
||||
<li><strong>《关于加快应急机器人发展的指导意见》:</strong> 面向煤矿、非煤矿山等高风险行业，加强机器人研制与应用。</li>
|
||||
<li><strong>《5G规模化应用“扬帆”行动升级方案》 (2024年):</strong> 要求推进5G+智能矿山，加快5G远程掘进、远程综采、<strong class="text-cyan-400">无人矿卡</strong>等场景规模推广。</li>
|
||||
<li><strong>《关于深入推进矿山智能化建设促进矿山安全发展的指导意见》 (2024年):</strong> 强调无人化运输等技术应用，提出到2026年实现环境智能感知、系统智能联动。</li>
|
||||
<li><strong>目标愿景:</strong> 2026年煤矿危险繁重岗位作业智能装备或<strong class="text-cyan-400">机器人替代率≥30%</strong>；2030年实现开采作业少人化、无人化。</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="glass-card p-6">
|
||||
<h3 class="fui-header text-lg">技术路径与案例</h3>
|
||||
<ul class="list-disc list-inside space-y-2 text-slate-300">
|
||||
<li><strong>核心技术组成:</strong> 环境感知 (多传感器融合)、路径规划、高精度定位 (北斗/GPS+惯导)、车辆控制 (线控底盘)、车路协同 (V2X)。</li>
|
||||
<li><strong>技术标杆应用案例:</strong>
|
||||
<ul class="list-['-_'] list-inside ml-4 mt-2 space-y-1 text-slate-400">
|
||||
<li><strong>伯镭科技:</strong> L4级自动驾驶全栈方案，优化电动矿卡控制策略。</li>
|
||||
<li><strong>华为:</strong> 依托5G+云计算+AI算法优化感知决策。</li>
|
||||
<li><strong>易控智驾:</strong> 在国家能源集团锦界煤矿等多个矿区实现无人驾驶常态化运行。</li>
|
||||
<li><strong>新疆天池能源南露天矿:</strong> 建成世界最大规模无人驾驶示范基地，实现<strong class="text-white">243台无人驾驶矿用卡车常态化运行</strong>。</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><strong>技术成熟度:</strong> 露天矿自动驾驶解决方案已趋于成熟，可规模部署；井工矿因环境复杂，技术落地进展较慢。</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="glass-card p-6">
|
||||
<h3 class="fui-header text-lg">商业模式与市场动态</h3>
|
||||
<ul class="list-disc list-inside space-y-2 text-slate-300">
|
||||
<li><strong>商业模式:</strong>
|
||||
<ul class="list-['-_'] list-inside ml-4 mt-2 space-y-1 text-slate-400">
|
||||
<li><strong>技术服务模式:</strong> 前装量产或后装改造。</li>
|
||||
<li><strong>运输运营模式:</strong> 成立自动驾驶工程承包商，提供一体化服务。</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><strong>资本市场动态:</strong> 出现多个<strong class="text-cyan-400">数百台规模</strong>的大额订单，如三一智矿与新疆骏瑞众研签署超500台无人驾驶矿车合作订单。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 综合结论与投资启示 -->
|
||||
<div class="card bg-gray-800 bg-opacity-70 backdrop-blur-sm rounded-2xl p-6 mb-8 card-shadow">
|
||||
<h2 class="text-2xl font-bold mb-4 text-blue-300 flex items-center">
|
||||
<i class="fas fa-chart-line mr-3"></i>综合结论与投资启示
|
||||
</h2>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="text-lg font-semibold mb-3 text-blue-300">阶段判断</h3>
|
||||
<div class="bg-gradient-to-r from-blue-900 to-blue-700 rounded-xl p-5">
|
||||
<p class="text-lg">矿山智驾处于<strong>"订单放量+技术验证"过渡期</strong>，2025年Q2-Q3将是渗透率能否突破20%的关键验证期。</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="text-lg font-semibold mb-3 text-blue-300">投资方向</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||||
<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4">
|
||||
<div class="text-blue-400 font-semibold mb-2">方案商龙头</div>
|
||||
<p>易控智驾（IPO催化）+中科慧拓（华为合作）</p>
|
||||
</div>
|
||||
<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4">
|
||||
<div class="text-blue-400 font-semibold mb-2">新能源主机厂</div>
|
||||
<p>同力股份（宽体车）+三一智矿（EPCO模式）</p>
|
||||
</div>
|
||||
<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4">
|
||||
<div class="text-blue-400 font-semibold mb-2">上游核心部件</div>
|
||||
<p>禾赛科技（激光雷达）、万通液压（油气悬架）</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-lg font-semibold mb-3 text-blue-300">跟踪指标</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="flex items-start">
|
||||
<i class="fas fa-search text-blue-400 mt-1 mr-3"></i>
|
||||
<div>
|
||||
<strong>订单数据</strong>：2024Q4国家能源集团招标量（>200台为超预期）。
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex items-start">
|
||||
<i class="fas fa-search text-blue-400 mt-1 mr-3"></i>
|
||||
<div>
|
||||
<strong>技术验证</strong>：井工矿SLAM定位误差是否降至10cm以内（北路智控陕煤项目进展）。
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex items-start">
|
||||
<i class="fas fa-search text-blue-400 mt-1 mr-3"></i>
|
||||
<div>
|
||||
<strong>成本曲线</strong>：无人矿卡改造成本是否降至<strong>30万元/台</strong>（2025年目标）。
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<!-- Potential Links Content -->
|
||||
<div x-show="tab === 'links'" class="space-y-6">
|
||||
<div class="glass-card p-6 bg-indigo-900/30 border-indigo-500/30">
|
||||
<h3 class="fui-header text-lg text-indigo-300 border-indigo-300">技术同源性：机器人与Robotaxi</h3>
|
||||
<p class="text-indigo-200 mb-4">
|
||||
虽然路演材料未直接提及矿山，但高频出现机器人、Robotaxi和具身智能概念。这些领域与矿山智驾在技术原理、应用场景和供应链上存在高度关联。无人驾驶矿卡本质上是在特定场景下运行的大型作业机器人，其技术栈（感知、决策、控制）与机器人和Robotaxi相通。
|
||||
</p>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||||
<div class="p-4 border border-indigo-500/50 rounded-2xl">
|
||||
<h4 class="font-semibold text-indigo-200">机器人 (Robotics)</h4>
|
||||
<p class="text-sm text-indigo-300 mt-2">激光雷达将在智驾与机器人场景中“共振式”放量。地平线、小鹏等公司均将机器人业务视为重要增长点和估值催化剂。</p>
|
||||
</div>
|
||||
<div class="p-4 border border-indigo-500/50 rounded-2xl">
|
||||
<h4 class="font-semibold text-indigo-200">Robotaxi</h4>
|
||||
<p class="text-sm text-indigo-300 mt-2">L4 Robotaxi对激光雷达等感知硬件的需求远超乘用车（≥5颗），其商业化运营模式可为矿区无人运输服务提供借鉴。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="glass-card p-6 bg-purple-900/30 border-purple-500/30">
|
||||
<h3 class="fui-header text-lg text-purple-300 border-purple-300">前沿趋势：具身智能 (Embodied AI)</h3>
|
||||
<p class="text-purple-200">
|
||||
具身智能是结合物理交互与环境感知的AI模型，能够降低车端算力需求，推动“智驾平权”。这一技术趋势利好国产芯片厂商通过优化算法实现算力效率提升，同样适用于对成本敏感且需要高效决策的矿山智驾场景。
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- Stocks Table Section -->
|
||||
<section>
|
||||
<h2 class="fui-header text-2xl mb-6">核心产业链公司</h2>
|
||||
<div class="overflow-x-auto glass-card">
|
||||
<table class="table table-zebra w-full text-base">
|
||||
<thead>
|
||||
<tr>
|
||||
<th class="w-1/6">公司名称</th>
|
||||
<th class="w-1/6">核心逻辑</th>
|
||||
<th class="w-2/6">关联原因</th>
|
||||
<th class="w-1/6">其他标签</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td>
|
||||
<div class="font-bold">同力股份</div>
|
||||
<div class="text-sm opacity-70"><a href="https://valuefrontier.cn/company?scode=920599" target="_blank" class="link link-hover text-cyan-400">920599.BJ</a></div>
|
||||
</td>
|
||||
<td class="font-semibold text-green-400">行业领导者 & 逻辑最纯</td>
|
||||
<td class="whitespace-normal">无人驾驶车型已经规模化生产，截至2024年交付700多台；易控智驾采购公司联合研发的大型化新能源无人驾驶产品，下游客户全是国内大型露天煤矿业主。</td>
|
||||
<td><span class="badge badge-accent badge-outline">无人矿卡</span></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>
|
||||
<div class="font-bold">宇通重工</div>
|
||||
<div class="text-sm opacity-70"><a href="https://valuefrontier.cn/company?scode=600817" target="_blank" class="link link-hover text-cyan-400">600817.SH</a></div>
|
||||
</td>
|
||||
<td class="font-semibold text-green-400">有力追赶者 & 方案集成</td>
|
||||
<td class="whitespace-normal">公司与主流无人驾驶科技公司联合打造矿山无人驾驶运营方案，目前已在内蒙古鄂尔多斯、安徽芜湖、山西阳泉等多地实现常态化无人运营。</td>
|
||||
<td><span class="badge badge-accent badge-outline">无人矿卡</span></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>
|
||||
<div class="font-bold">宝通科技</div>
|
||||
<div class="text-sm opacity-70"><a href="https://valuefrontier.cn/company?scode=300031" target="_blank" class="link link-hover text-cyan-400">300031.SZ</a></div>
|
||||
</td>
|
||||
<td class="font-semibold text-sky-400">技术方案核心</td>
|
||||
<td class="whitespace-normal">通过持股7.49%的踏歌智行，间接布局矿用车无人驾驶技术、产品研发和无人矿山整体工程化设计及实施。</td>
|
||||
<td><span class="badge badge-info badge-outline">无人驾驶技术</span></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>
|
||||
<div class="font-bold">科达自控</div>
|
||||
<div class="text-sm opacity-70"><a href="https://valuefrontier.cn/company?scode=920932" target="_blank" class="link link-hover text-cyan-400">920932.BJ</a></div>
|
||||
</td>
|
||||
<td class="font-semibold text-purple-400">差异化竞争 & 蓝海市场</td>
|
||||
<td class="whitespace-normal">专注于井工矿场景，开发5G通讯、定位、调度等无人驾驶基础技术。已实现L1级辅助驾驶，后续逐步升级，卡位未来最具挑战和潜力的细分市场。</td>
|
||||
<td><span class="badge badge-secondary badge-outline">井工矿</span></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>
|
||||
<div class="font-bold">北方股份</div>
|
||||
<div class="text-sm opacity-70"><a href="https://valuefrontier.cn/company?scode=600262" target="_blank" class="link link-hover text-cyan-400">600262.SH</a></div>
|
||||
</td>
|
||||
<td>传统矿机龙头</td>
|
||||
<td class="whitespace-normal">无人驾驶矿车项目小批量落地。</td>
|
||||
<td><span class="badge badge-accent badge-outline">无人矿卡</span></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>
|
||||
<div class="font-bold">山推股份</div>
|
||||
<div class="text-sm opacity-70"><a href="https://valuefrontier.cn/company?scode=000680" target="_blank" class="link link-hover text-cyan-400">000680.SZ</a></div>
|
||||
</td>
|
||||
<td>工程机械延伸</td>
|
||||
<td class="whitespace-normal">布局智慧矿山业务，已开发出基于5G遥控的无人驾驶推土机并推向市场。</td>
|
||||
<td><span class="badge badge-warning badge-outline">无人推土机</span></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>
|
||||
<div class="font-bold">梅安森</div>
|
||||
<div class="text-sm opacity-70"><a href="https://valuefrontier.cn/company?scode=300275" target="_blank" class="link link-hover text-cyan-400">300275.SZ</a></div>
|
||||
</td>
|
||||
<td>核心技术-定位</td>
|
||||
<td class="whitespace-normal">基于UWB技术研发精确定位产品，已应用于矿山井下车辆智能驾驶及导航场景。</td>
|
||||
<td><span class="badge badge-info badge-outline">UWB定位</span></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>
|
||||
<div class="font-bold">尤洛卡</div>
|
||||
<div class="text-sm opacity-70"><a href="https://valuefrontier.cn/company?scode=300099" target="_blank" class="link link-hover text-cyan-400">300099.SZ</a></div>
|
||||
</td>
|
||||
<td>细分场景应用</td>
|
||||
<td class="whitespace-normal">公司的无人驾驶技术主要应用于煤矿智能单轨吊产品中。</td>
|
||||
<td><span class="badge badge-info badge-outline">无人驾驶技术</span></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>
|
||||
<div class="font-bold">四川金顶</div>
|
||||
<div class="text-sm opacity-70"><a href="https://valuefrontier.cn/company?scode=600678" target="_blank" class="link link-hover text-cyan-400">600678.SH</a></div>
|
||||
</td>
|
||||
<td>自有矿山测试</td>
|
||||
<td class="whitespace-normal">控股子公司四川开物信息的无人驾驶矿卡在公司自有矿山开展测试，后续将推动技术迭代升级。</td>
|
||||
<td><span class="badge badge-accent badge-outline">无人矿卡</span></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</section>
|
||||
</main>
|
||||
|
||||
<!-- 关联股票数据表格 -->
|
||||
<div class="card bg-gray-800 bg-opacity-70 backdrop-blur-sm rounded-2xl p-6 card-shadow">
|
||||
<h2 class="text-2xl font-bold mb-4 text-blue-300 flex items-center">
|
||||
<i class="fas fa-table mr-3"></i>关联股票数据
|
||||
</h2>
|
||||
|
||||
<div class="overflow-x-auto">
|
||||
<table class="table w-full text-white">
|
||||
<thead>
|
||||
<tr class="bg-gray-700 bg-opacity-50">
|
||||
<th class="text-left p-3">股票</th>
|
||||
<th class="text-left p-3">分类</th>
|
||||
<th class="text-left p-3">项目</th>
|
||||
<th class="text-left p-3">产业链/应用地区/技术方向</th>
|
||||
<th class="text-left p-3">合作方/参股公司</th>
|
||||
<th class="text-left p-3">消息来源</th>
|
||||
<th class="text-left p-3">投资理由</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="border-b border-gray-700">
|
||||
<td class="p-3 font-semibold">同力股份</td>
|
||||
<td class="p-3">无人矿卡</td>
|
||||
<td class="p-3">无人驾驶车型规模化生产（截至2024年交付700多台）</td>
|
||||
<td class="p-3">下游客户为国内大型露天煤矿业主</td>
|
||||
<td class="p-3">易控智驾（联合研发新能源无人驾驶产品）</td>
|
||||
<td class="p-3">公司调研</td>
|
||||
<td class="p-3">公司无人驾驶车型已规模化生产并交付，且与易控智驾合作研发，下游客户为大型煤矿业主。</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-700">
|
||||
<td class="p-3 font-semibold">北方股份</td>
|
||||
<td class="p-3">无人矿卡</td>
|
||||
<td class="p-3">无人驾驶矿车项目小批量落地</td>
|
||||
<td class="p-3">-</td>
|
||||
<td class="p-3">-</td>
|
||||
<td class="p-3">公司互动</td>
|
||||
<td class="p-3">公司无人驾驶矿车项目已实现小批量落地。</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-700">
|
||||
<td class="p-3 font-semibold">宇通重工</td>
|
||||
<td class="p-3">无人矿卡</td>
|
||||
<td class="p-3">联合主流无人驾驶科技公司打造矿山无人驾驶运营方案</td>
|
||||
<td class="p-3">内蒙古鄂尔多斯、安徽芜湖、山西阳泉、山东邹城、广西百色</td>
|
||||
<td class="p-3">-</td>
|
||||
<td class="p-3">公司互动</td>
|
||||
<td class="p-3">公司与无人驾驶科技公司合作，在多地实现常态化无人运营。</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-700">
|
||||
<td class="p-3 font-semibold">四川金顶</td>
|
||||
<td class="p-3">无人矿卡</td>
|
||||
<td class="p-3">子公司四川开物信息的无人驾驶矿卡在自有矿山测试</td>
|
||||
<td class="p-3">技术迭代升级</td>
|
||||
<td class="p-3">-</td>
|
||||
<td class="p-3">公司互动</td>
|
||||
<td class="p-3">子公司研发的无人驾驶矿卡在自有矿山开展测试，后续将推动技术升级。</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-700">
|
||||
<td class="p-3 font-semibold">山推股份</td>
|
||||
<td class="p-3">无人推土机</td>
|
||||
<td class="p-3">布局智慧矿山业务，开发基于5G遥控的无人驾驶推土机</td>
|
||||
<td class="p-3">-</td>
|
||||
<td class="p-3">-</td>
|
||||
<td class="p-3">公司互动</td>
|
||||
<td class="p-3">公司已开发出基于5G的无人驾驶推土机并推向市场。</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-700">
|
||||
<td class="p-3 font-semibold">尤洛卡</td>
|
||||
<td class="p-3">无人驾驶技术及相关产品</td>
|
||||
<td class="p-3">-</td>
|
||||
<td class="p-3">无人驾驶技术应用于煤矿智能单轨吊产品</td>
|
||||
<td class="p-3">-</td>
|
||||
<td class="p-3">公司互动</td>
|
||||
<td class="p-3">公司无人驾驶技术已应用于煤矿智能单轨吊产品。</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-700">
|
||||
<td class="p-3 font-semibold">宝通科技</td>
|
||||
<td class="p-3">无人驾驶技术及相关产品</td>
|
||||
<td class="p-3">-</td>
|
||||
<td class="p-3">矿用车无人驾驶技术、产品研发及工程化设计</td>
|
||||
<td class="p-3">踏歌智行（持股7.49%）</td>
|
||||
<td class="p-3">工商信息/官网</td>
|
||||
<td class="p-3">参股公司踏歌智行专注于矿用车无人驾驶技术研发与实施。</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-700">
|
||||
<td class="p-3 font-semibold">梅安森</td>
|
||||
<td class="p-3">无人驾驶技术及相关产品</td>
|
||||
<td class="p-3">-</td>
|
||||
<td class="p-3">基于UWB技术的精确定位产品，应用于矿山井下车辆智能驾驶及地面化工园区、室内智能驾驶导航</td>
|
||||
<td class="p-3">-</td>
|
||||
<td class="p-3">公司互动</td>
|
||||
<td class="p-3">公司研发的UWB定位产品已应用于矿山井下车辆智能驾驶等场景。</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="p-3 font-semibold">科达自控</td>
|
||||
<td class="p-3">北交所</td>
|
||||
<td class="p-3">开发井工矿5G通讯系统、车辆定位系统等</td>
|
||||
<td class="p-3">实现L1级辅助驾驶，逐步升级至L2、L3级</td>
|
||||
<td class="p-3">-</td>
|
||||
<td class="p-3">公司调研</td>
|
||||
<td class="p-3">公司开发的5G通讯系统等技术已实现L1级辅助驾驶，并计划升级至更高阶。</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<footer class="text-center mt-16 text-xs text-slate-600">
|
||||
<p>本报告为AI合成数据，投资需谨慎。</p>
|
||||
<p>© 2024 北京价值前沿科技有限公司. All Rights Reserved.</p>
|
||||
</footer>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<script>
|
||||
document.addEventListener('DOMContentLoaded', function () {
|
||||
var chartDom = document.getElementById('market-size-chart');
|
||||
var myChart = echarts.init(chartDom, 'dark'); // Initialize with dark theme
|
||||
var option;
|
||||
|
||||
<script>
|
||||
// 初始化Vanta.js背景
|
||||
VANTA.WAVES({
|
||||
el: "#vanta-bg",
|
||||
mouseControls: true,
|
||||
touchControls: true,
|
||||
gyroControls: false,
|
||||
minHeight: 200.00,
|
||||
minWidth: 200.00,
|
||||
scale: 1.00,
|
||||
scaleMobile: 1.00,
|
||||
color: 0x1a2a6c,
|
||||
shininess: 30.00,
|
||||
waveHeight: 15.00,
|
||||
waveSpeed: 0.75,
|
||||
zoom: 0.65
|
||||
});
|
||||
</script>
|
||||
option = {
|
||||
backgroundColor: 'transparent',
|
||||
tooltip: {
|
||||
trigger: 'axis',
|
||||
axisPointer: {
|
||||
type: 'cross',
|
||||
label: {
|
||||
backgroundColor: '#6a7985'
|
||||
}
|
||||
}
|
||||
},
|
||||
legend: {
|
||||
data: ['市场规模 (亿元)'],
|
||||
textStyle: {
|
||||
color: '#ccc'
|
||||
}
|
||||
},
|
||||
grid: {
|
||||
left: '3%',
|
||||
right: '4%',
|
||||
bottom: '3%',
|
||||
containLabel: true
|
||||
},
|
||||
xAxis: [
|
||||
{
|
||||
type: 'category',
|
||||
boundaryGap: false,
|
||||
data: ['2023', '2024', '2025', '2026', '2027', '2028', '2029', '2030'],
|
||||
axisLine: { lineStyle: { color: 'rgba(255,255,255,0.3)' } }
|
||||
}
|
||||
],
|
||||
yAxis: [
|
||||
{
|
||||
type: 'value',
|
||||
axisLine: { show: true, lineStyle: { color: 'rgba(255,255,255,0.3)' } },
|
||||
splitLine: { lineStyle: { color: 'rgba(255,255,255,0.1)' } }
|
||||
}
|
||||
],
|
||||
series: [
|
||||
{
|
||||
name: '市场规模 (亿元)',
|
||||
type: 'line',
|
||||
stack: '总量',
|
||||
smooth: true,
|
||||
lineStyle: {
|
||||
width: 2,
|
||||
color: '#00ffff'
|
||||
},
|
||||
showSymbol: false,
|
||||
areaStyle: {
|
||||
opacity: 0.8,
|
||||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||||
{
|
||||
offset: 0,
|
||||
color: 'rgba(0, 221, 255, 0.5)'
|
||||
},
|
||||
{
|
||||
offset: 1,
|
||||
color: 'rgba(0, 221, 255, 0)'
|
||||
}
|
||||
])
|
||||
},
|
||||
emphasis: {
|
||||
focus: 'series'
|
||||
},
|
||||
// A simple interpolation for visualization
|
||||
data: [386.99, 550, 800, 1150, 1550, 1950, 2300, 2639.6]
|
||||
}
|
||||
]
|
||||
};
|
||||
|
||||
myChart.setOption(option);
|
||||
window.addEventListener('resize', myChart.resize);
|
||||
});
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
```
|
||||
</html>
|
||||
Reference in New Issue
Block a user