feat: 10.10线上最新代码提交
This commit is contained in:
zdl
764
public/htmls/小米概念.html
Normal file
764
public/htmls/小米概念.html
Normal file
@@ -0,0 +1,764 @@
|
||||
|
||||
<!DOCTYPE html>
|
||||
<html lang="zh-CN">
|
||||
<head>
|
||||
<meta charset="utf-8" />
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
|
||||
<title>小米概念 - 从主题炒作到基本面驱动</title>
|
||||
<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
|
||||
<!-- Nucleo Icons -->
|
||||
<link href="https://demos.creative-tim.com/soft-ui-design-system-pro/assets/css/nucleo-icons.css" rel="stylesheet" />
|
||||
<link href="https://demos.creative-tim.com/soft-ui-design-system-pro/assets/css/nucleo-svg.css" rel="stylesheet" />
|
||||
<!-- Font Awesome Icons -->
|
||||
<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
|
||||
<!-- CSS Files -->
|
||||
<link href="https://demos.creative-tim.com/soft-ui-design-system-pro/assets/css/soft-design-system-pro.css?v=1.2.0" rel="stylesheet" />
|
||||
<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
|
||||
<script src="https://cdn.jsdelivr.net/npm/@tailwindcss/browser@4"></script>
|
||||
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
|
||||
<style>
|
||||
body {
|
||||
font-family: 'Inter', sans-serif;
|
||||
background-color: #f8fafc;
|
||||
}
|
||||
.gradient-bg {
|
||||
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
|
||||
}
|
||||
.card-hover {
|
||||
transition: all 0.3s ease;
|
||||
}
|
||||
.card-hover:hover {
|
||||
transform: translateY(-5px);
|
||||
box-shadow: 0 10px 20px rgba(0,0,0,0.1);
|
||||
}
|
||||
.timeline-dot {
|
||||
width: 16px;
|
||||
height: 16px;
|
||||
border-radius: 50%;
|
||||
background-color: #667eea;
|
||||
position: absolute;
|
||||
left: -8px;
|
||||
top: 5px;
|
||||
}
|
||||
.timeline-line {
|
||||
position: absolute;
|
||||
left: 0;
|
||||
top: 21px;
|
||||
bottom: 0;
|
||||
width: 2px;
|
||||
background-color: #e2e8f0;
|
||||
}
|
||||
.timeline-item:last-child .timeline-line {
|
||||
display: none;
|
||||
}
|
||||
#particles-js {
|
||||
position: absolute;
|
||||
width: 100%;
|
||||
height: 100%;
|
||||
top: 0;
|
||||
left: 0;
|
||||
z-index: -1;
|
||||
}
|
||||
.table-responsive {
|
||||
overflow-x: auto;
|
||||
}
|
||||
@media (max-width: 768px) {
|
||||
.table-responsive {
|
||||
overflow-x: scroll;
|
||||
}
|
||||
.card {
|
||||
margin-bottom: 1rem;
|
||||
}
|
||||
}
|
||||
</style>
|
||||
</head>
|
||||
<body>
|
||||
<!-- 粒子背景 -->
|
||||
<div id="particles-js"></div>
|
||||
|
||||
<!-- 主容器 -->
|
||||
<div class="container mx-auto px-4 py-8 relative z-10">
|
||||
<!-- 标题区域 -->
|
||||
<div class="text-center mb-10">
|
||||
<h1 class="text-4xl font-bold text-gray-800 mb-4">小米概念</h1>
|
||||
<p class="text-xl text-gray-600 max-w-3xl mx-auto">从"手机×AIoT"升级为"人车家全生态"，汽车与AI眼镜成为两大新增长极</p>
|
||||
</div>
|
||||
|
||||
<!-- 概念事件 - 时间轴 -->
|
||||
<div class="card bg-white shadow-lg rounded-xl p-6 mb-8 card-hover">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||||
<i class="fas fa-history text-purple-600 mr-3"></i>概念事件
|
||||
</h2>
|
||||
<div class="relative pl-8">
|
||||
<div class="timeline-item relative pb-8">
|
||||
<div class="timeline-dot"></div>
|
||||
<div class="timeline-line"></div>
|
||||
<div class="bg-purple-50 p-4 rounded-lg">
|
||||
<h3 class="font-semibold text-purple-700">2024年3月</h3>
|
||||
<p class="text-gray-700">小米SU7上市，27分钟大定5万台，创行业纪录（国盛汽车路演）</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="timeline-item relative pb-8">
|
||||
<div class="timeline-dot"></div>
|
||||
<div class="timeline-line"></div>
|
||||
<div class="bg-blue-50 p-4 rounded-lg">
|
||||
<h3 class="font-semibold text-blue-700">2024年7月</h3>
|
||||
<p class="text-gray-700">小米AI眼镜立项，预计2025年6月量产（中泰轻纺路演）</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="timeline-item relative pb-8">
|
||||
<div class="timeline-dot"></div>
|
||||
<div class="timeline-line"></div>
|
||||
<div class="bg-green-50 p-4 rounded-lg">
|
||||
<h3 class="font-semibold text-green-700">2025年2月</h3>
|
||||
<p class="text-gray-700">小米SU7 Ultra发布，定价52.99万元（较预售价降35%），目标年销1万台（新闻）</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="timeline-item relative pb-8">
|
||||
<div class="timeline-dot"></div>
|
||||
<div class="timeline-line"></div>
|
||||
<div class="bg-yellow-50 p-4 rounded-lg">
|
||||
<h3 class="font-semibold text-yellow-700">2025年5月</h3>
|
||||
<p class="text-gray-700">小米15周年发布会，首款SUV YU7亮相，全系标配激光雷达（新闻）</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="timeline-item relative">
|
||||
<div class="timeline-dot"></div>
|
||||
<div class="bg-red-50 p-4 rounded-lg">
|
||||
<h3 class="font-semibold text-red-700">2025年6月</h3>
|
||||
<p class="text-gray-700">小米AI眼镜正式发布，定价1999元，支持车家生态联动（新闻）</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="mt-6 p-4 bg-gray-50 rounded-lg">
|
||||
<p class="text-gray-700"><strong>核心背景：</strong>小米从"手机×AIoT"升级为"人车家全生态"，汽车与AI眼镜成为两大新增长极。</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 核心观点摘要 -->
|
||||
<div class="card bg-gradient-to-r from-purple-600 to-indigo-600 text-white shadow-lg rounded-xl p-6 mb-8 card-hover">
|
||||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||||
<i class="fas fa-lightbulb mr-3"></i>核心观点摘要
|
||||
</h2>
|
||||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||||
<div class="bg-white bg-opacity-20 p-4 rounded-lg backdrop-blur-sm">
|
||||
<h3 class="font-bold text-lg mb-2">阶段判断</h3>
|
||||
<p>小米概念已从<strong>主题炒作</strong>（2024年SU7发布）进入<strong>基本面驱动</strong>阶段（2025年汽车放量+AI硬件落地）</p>
|
||||
</div>
|
||||
<div class="bg-white bg-opacity-20 p-4 rounded-lg backdrop-blur-sm">
|
||||
<h3 class="font-bold text-lg mb-2">核心驱动力</h3>
|
||||
<ul class="list-disc pl-5">
|
||||
<li>汽车业务毛利率超20%（Q4预期）</li>
|
||||
<li>AI眼镜30-50万台销量催化</li>
|
||||
<li>生态链协同（手机/汽车/家居数据闭环）</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="bg-white bg-opacity-20 p-4 rounded-lg backdrop-blur-sm">
|
||||
<h3 class="font-bold text-lg mb-2">未来潜力</h3>
|
||||
<p>2025年汽车销量或超50万辆（东吴汽车预测），AI眼镜成本降至1000元后或复制TWS耳机爆发路径</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 概念的核心逻辑与市场认知分析 -->
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-8">
|
||||
<!-- 核心驱动力 -->
|
||||
<div class="card bg-white shadow-lg rounded-xl p-6 card-hover">
|
||||
<h3 class="text-xl font-bold text-gray-800 mb-4 flex items-center">
|
||||
<i class="fas fa-rocket text-purple-600 mr-3"></i>核心驱动力
|
||||
</h3>
|
||||
<div class="space-y-4">
|
||||
<div class="border-l-4 border-purple-500 pl-4">
|
||||
<h4 class="font-semibold text-gray-700">技术商业化落地</h4>
|
||||
<p class="text-gray-600">SU7的800V平台+激光雷达标配，YU7的Thor芯片+835km续航，技术参数对标特斯拉Model Y但价格低10%-20%。</p>
|
||||
</div>
|
||||
<div class="border-l-4 border-blue-500 pl-4">
|
||||
<h4 class="font-semibold text-gray-700">成本控制能力</h4>
|
||||
<p class="text-gray-600">钛合金边框通过钛铝复合材料降本50%，AI眼镜采用骁龙8 Gen3+协处理器方案，BOM成本控制在300美元内。</p>
|
||||
</div>
|
||||
<div class="border-l-4 border-green-500 pl-4">
|
||||
<h4 class="font-semibold text-gray-700">生态协同效应</h4>
|
||||
<p class="text-gray-600">手机（1.83亿台2025预期）→汽车（50万辆）→家居（8.2亿IoT设备）的数据闭环，提升用户ARPU值（互联网业务毛利率78%）。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 市场热度与情绪 -->
|
||||
<div class="card bg-white shadow-lg rounded-xl p-6 card-hover">
|
||||
<h3 class="text-xl font-bold text-gray-800 mb-4 flex items-center">
|
||||
<i class="fas fa-chart-line text-blue-600 mr-3"></i>市场热度与情绪
|
||||
</h3>
|
||||
<div class="space-y-4">
|
||||
<div class="bg-blue-50 p-4 rounded-lg">
|
||||
<h4 class="font-semibold text-blue-700 mb-2">热度数据</h4>
|
||||
<ul class="space-y-2">
|
||||
<li class="flex items-center">
|
||||
<i class="fas fa-arrow-up text-green-500 mr-2"></i>
|
||||
<span>2025年6月"小米汽车"概念板块涨幅<strong>+10%</strong>（海泰科领涨）</span>
|
||||
</li>
|
||||
<li class="flex items-center">
|
||||
<i class="fas fa-fire text-orange-500 mr-2"></i>
|
||||
<span>AI眼镜发布后微博话题阅读量<strong>2.3亿</strong></span>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="bg-yellow-50 p-4 rounded-lg">
|
||||
<h4 class="font-semibold text-yellow-700 mb-2">情绪分化</h4>
|
||||
<p>机构看好（中信证券目标价42港元），但部分投资者担忧汽车产能爬坡（二期工厂2025年Q4才达产）</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 预期差分析 -->
|
||||
<div class="card bg-white shadow-lg rounded-xl p-6 mb-8 card-hover">
|
||||
<h3 class="text-xl font-bold text-gray-800 mb-4 flex items-center">
|
||||
<i class="fas fa-exclamation-circle text-yellow-500 mr-3"></i>预期差分析
|
||||
</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||||
<div class="bg-purple-50 p-4 rounded-lg">
|
||||
<h4 class="font-semibold text-purple-700 mb-2">被忽略的关键点</h4>
|
||||
<ul class="space-y-2">
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-check-circle text-purple-500 mt-1 mr-2"></i>
|
||||
<div>
|
||||
<p class="font-medium">汽车女性用户占比超50%</p>
|
||||
<p class="text-sm text-gray-600">路演数据，打破"极客专属"认知，家用市场潜力被低估</p>
|
||||
</div>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-check-circle text-purple-500 mt-1 mr-2"></i>
|
||||
<div>
|
||||
<p class="font-medium">AI眼镜的电致变色镜片技术</p>
|
||||
<p class="text-sm text-gray-600">深圳维库供应，或成为差异化卖点，市场未充分定价</p>
|
||||
</div>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="bg-red-50 p-4 rounded-lg">
|
||||
<h4 class="font-semibold text-red-700 mb-2">信息矛盾</h4>
|
||||
<ul class="space-y-2">
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-times-circle text-red-500 mt-1 mr-2"></i>
|
||||
<div>
|
||||
<p class="font-medium">钛合金边框成本</p>
|
||||
<p class="text-sm text-gray-600">研报称"4倍于铝合金"，但专家会议指出"复合材料良率仅50%"，或拖累手机毛利率</p>
|
||||
</div>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 关键催化剂与未来发展路径 -->
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-8">
|
||||
<!-- 近期催化剂 -->
|
||||
<div class="card bg-white shadow-lg rounded-xl p-6 card-hover">
|
||||
<h3 class="text-xl font-bold text-gray-800 mb-4 flex items-center">
|
||||
<i class="fas fa-bolt text-yellow-500 mr-3"></i>近期催化剂（3-6个月）
|
||||
</h3>
|
||||
<div class="space-y-4">
|
||||
<div class="flex items-start">
|
||||
<div class="bg-yellow-100 text-yellow-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
|
||||
1
|
||||
</div>
|
||||
<div>
|
||||
<h4 class="font-semibold text-gray-700">YU7上市（2025年7月）</h4>
|
||||
<p class="text-gray-600">定价若低于30万元，订单或复制SU7的"27分钟5万台"纪录</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex items-start">
|
||||
<div class="bg-yellow-100 text-yellow-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
|
||||
2
|
||||
</div>
|
||||
<div>
|
||||
<h4 class="font-semibold text-gray-700">AI眼镜量产（2025年6月）</h4>
|
||||
<p class="text-gray-600">首批30万台售罄将验证需求，催化供应链（佰维存储、轩顺显示）</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex items-start">
|
||||
<div class="bg-yellow-100 text-yellow-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
|
||||
3
|
||||
</div>
|
||||
<div>
|
||||
<h4 class="font-semibold text-gray-700">Q2财报</h4>
|
||||
<p class="text-gray-600">汽车毛利率能否突破20%（当前17%）是关键验证点</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 长期路径 -->
|
||||
<div class="card bg-white shadow-lg rounded-xl p-6 card-hover">
|
||||
<h3 class="text-xl font-bold text-gray-800 mb-4 flex items-center">
|
||||
<i class="fas fa-route text-green-500 mr-3"></i>长期路径
|
||||
</h3>
|
||||
<div class="space-y-4">
|
||||
<div class="border-l-4 border-green-500 pl-4">
|
||||
<h4 class="font-semibold text-gray-700">2025-2026年</h4>
|
||||
<p class="text-gray-600">汽车年销50万辆（SUV+轿车双平台），AI眼镜成本降至1000元，出货量达100万台</p>
|
||||
</div>
|
||||
<div class="border-l-4 border-blue-500 pl-4">
|
||||
<h4 class="font-semibold text-gray-700">2027年后</h4>
|
||||
<p class="text-gray-600">机器人业务（小米机器人团队已成立）接棒，形成"手机+汽车+机器人"三级火箭</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 产业链与核心公司深度剖析 -->
|
||||
<div class="card bg-white shadow-lg rounded-xl p-6 mb-8">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||||
<i class="fas fa-network-wired text-purple-600 mr-3"></i>产业链与核心公司深度剖析
|
||||
</h2>
|
||||
|
||||
<!-- 产业链图谱 -->
|
||||
<div class="mb-6">
|
||||
<h3 class="text-lg font-semibold text-gray-700 mb-4">产业链图谱</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||||
<div class="bg-purple-50 p-4 rounded-lg text-center">
|
||||
<h4 class="font-bold text-purple-700 mb-2">上游</h4>
|
||||
<p class="text-gray-700">宁德时代（麒麟电池）、韦尔股份（CIS）、恒玄科技（蓝牙芯片）</p>
|
||||
</div>
|
||||
<div class="bg-blue-50 p-4 rounded-lg text-center">
|
||||
<h4 class="font-bold text-blue-700 mb-2">中游</h4>
|
||||
<p class="text-gray-700">拓普集团（空气悬架，单车价值1万元）、德赛西威（域控制器）</p>
|
||||
</div>
|
||||
<div class="bg-green-50 p-4 rounded-lg text-center">
|
||||
<h4 class="font-bold text-green-700 mb-2">下游</h4>
|
||||
<p class="text-gray-700">小米之家（59家门店引流，转化率15%）</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 核心玩家对比 -->
|
||||
<div class="mb-6">
|
||||
<h3 class="text-lg font-semibold text-gray-700 mb-4">核心玩家对比</h3>
|
||||
<div class="overflow-x-auto">
|
||||
<table class="min-w-full bg-white border border-gray-200">
|
||||
<thead>
|
||||
<tr class="bg-gray-100">
|
||||
<th class="py-3 px-4 border-b border-gray-200 text-left text-gray-700 font-semibold">公司</th>
|
||||
<th class="py-3 px-4 border-b border-gray-200 text-left text-gray-700 font-semibold">业务关联</th>
|
||||
<th class="py-3 px-4 border-b border-gray-200 text-left text-gray-700 font-semibold">竞争优势</th>
|
||||
<th class="py-3 px-4 border-b border-gray-200 text-left text-gray-700 font-semibold">风险点</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td class="py-3 px-4 border-b border-gray-200 font-medium">拓普集团</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">小米汽车空气悬架独家供应商</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">技术壁垒高，特斯拉协同降本经验</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">产能不足导致交付延迟</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="py-3 px-4 border-b border-gray-200 font-medium">德赛西威</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">智能驾驶域控制器</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">高通8295芯片模组独家供应</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">城市NOA落地不及预期</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="py-3 px-4 border-b border-gray-200 font-medium">佰维存储</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">AI眼镜存储方案</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">2+32GB标配，高通认证</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">三星等巨头价格战</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 验证与证伪 -->
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||||
<div class="bg-green-50 p-4 rounded-lg">
|
||||
<h4 class="font-semibold text-green-700 mb-2">印证</h4>
|
||||
<p>SU7用户调研显示<strong>24%来自小鹏P7车主</strong>（申万汽车路演），验证对竞品的替代逻辑</p>
|
||||
</div>
|
||||
<div class="bg-red-50 p-4 rounded-lg">
|
||||
<h4 class="font-semibold text-red-700 mb-2">矛盾</h4>
|
||||
<p>钛合金边框成本研报称"4倍于铝合金"，但专家会议指出"复合材料良率仅50%"，或拖累手机毛利率</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 潜在风险与挑战 -->
|
||||
<div class="card bg-red-50 border-l-4 border-red-500 shadow-lg rounded-xl p-6 mb-8">
|
||||
<h2 class="text-2xl font-bold text-red-700 mb-6 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-white p-4 rounded-lg shadow">
|
||||
<h3 class="font-semibold text-red-600 mb-2">技术风险</h3>
|
||||
<p>AI眼镜的<strong>曲面贴合工艺</strong>良率不足（日本厂商垄断），可能导致量产延期</p>
|
||||
</div>
|
||||
<div class="bg-white p-4 rounded-lg shadow">
|
||||
<h3 class="font-semibold text-red-600 mb-2">商业化风险</h3>
|
||||
<p>YU7若定价高于30万元，可能面临理想L6、问界M7的挤压</p>
|
||||
</div>
|
||||
<div class="bg-white p-4 rounded-lg shadow">
|
||||
<h3 class="font-semibold text-red-600 mb-2">政策风险</h3>
|
||||
<p>美国大选后若对华科技制裁加码，小米芯片（玄戒）流片或受阻</p>
|
||||
</div>
|
||||
<div class="bg-white p-4 rounded-lg shadow">
|
||||
<h3 class="font-semibold text-red-600 mb-2">信息矛盾</h3>
|
||||
<p>路演称"AI眼镜30万台目标"，但供应链反馈"变色镜片良率仅60%"，存在出货缺口风险</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 综合结论与投资启示 -->
|
||||
<div class="card bg-gradient-to-r from-blue-600 to-purple-600 text-white shadow-lg rounded-xl p-6 mb-8">
|
||||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||||
<i class="fas fa-trophy mr-3"></i>综合结论与投资启示
|
||||
</h2>
|
||||
<div class="space-y-6">
|
||||
<div>
|
||||
<h3 class="text-xl font-semibold mb-3">阶段判断</h3>
|
||||
<p>小米概念处于<strong>基本面兑现初期</strong>，汽车与AI硬件双轮驱动，估值尚未透支（2025年主业PE 15倍+汽车PS 2倍）</p>
|
||||
</div>
|
||||
<div>
|
||||
<h3 class="text-xl font-semibold mb-3">最具价值环节</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||||
<div class="bg-white bg-opacity-20 p-4 rounded-lg backdrop-blur-sm">
|
||||
<h4 class="font-bold mb-2">汽车供应链</h4>
|
||||
<p>拓普集团（空悬）、无锡振华（结构件）——订单弹性大</p>
|
||||
</div>
|
||||
<div class="bg-white bg-opacity-20 p-4 rounded-lg backdrop-blur-sm">
|
||||
<h4 class="font-bold mb-2">AI眼镜光学</h4>
|
||||
<p>轩顺（LCOS模组）、深圳维库（变色镜片）——技术稀缺性溢价</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div>
|
||||
<h3 class="text-xl font-semibold mb-3">关键跟踪指标</h3>
|
||||
<ul class="space-y-2">
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-chart-line text-yellow-300 mt-1 mr-2"></i>
|
||||
<div>
|
||||
<p class="font-medium">YU7订单量</p>
|
||||
<p class="text-sm">首月能否突破5万台（对比SU7的27分钟5万台）</p>
|
||||
</div>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-industry text-yellow-300 mt-1 mr-2"></i>
|
||||
<div>
|
||||
<p class="font-medium">AI眼镜良率</p>
|
||||
<p class="text-sm">DVT阶段后3个月量产是否如期（6月节点）</p>
|
||||
</div>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-percentage text-yellow-300 mt-1 mr-2"></i>
|
||||
<div>
|
||||
<p class="font-medium">汽车毛利率</p>
|
||||
<p class="text-sm">Q2能否站稳20%（当前17%）</p>
|
||||
</div>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="bg-white bg-opacity-20 p-4 rounded-lg backdrop-blur-sm">
|
||||
<p class="text-lg font-bold text-center">小米概念已从"讲故事"进入"卖产品"阶段，汽车和AI眼镜的订单与利润兑现将是未来6个月的核心胜负手</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 关联股票数据表格 -->
|
||||
<div class="card bg-white shadow-lg rounded-xl p-6">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||||
<i class="fas fa-table text-purple-600 mr-3"></i>小米概念关联股票
|
||||
</h2>
|
||||
<div class="table-responsive">
|
||||
<table class="min-w-full bg-white border border-gray-200">
|
||||
<thead>
|
||||
<tr class="bg-gray-100">
|
||||
<th class="py-3 px-4 border-b border-gray-200 text-left text-gray-700 font-semibold">股票</th>
|
||||
<th class="py-3 px-4 border-b border-gray-200 text-left text-gray-700 font-semibold">行业</th>
|
||||
<th class="py-3 px-4 border-b border-gray-200 text-left text-gray-700 font-semibold">项目</th>
|
||||
<th class="py-3 px-4 border-b border-gray-200 text-left text-gray-700 font-semibold">产业链</th>
|
||||
<th class="py-3 px-4 border-b border-gray-200 text-left text-gray-700 font-semibold">原因</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td class="py-3 px-4 border-b border-gray-200">珠海冠宇（688772）</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">电池</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">低压电池系统独家供应商</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">三电系统</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">配套率100%</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="py-3 px-4 border-b border-gray-200">宁德时代（300750）</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">电池</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">麒麟电池</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">三电系统</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">能量密度255Wh/kg，SU7 Max续航810km核心保障</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="py-3 px-4 border-b border-gray-200">汇川技术（300124）</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">驱动</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">联合研发21000rpm V6s电机</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">三电系统</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">扭矩密度超6.3N·m/kg</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="py-3 px-4 border-b border-gray-200">信质集团（002664）</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">驱动</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">电机定转子核心供应商</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">三电系统</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">配套小米V6s/V8s全系电机</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="py-3 px-4 border-b border-gray-200">精进电动（688280）</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">驱动</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">油冷扁线电机技术</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">三电系统</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">供应后驱辅助电机</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="py-3 px-4 border-b border-gray-200">韦尔股份（603501）</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">芯片</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">CIS传感器</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">智能驾驶</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">保障8K超视距识别，单车价值量超2000元</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="py-3 px-4 border-b border-gray-200">豪恩汽电（301488）</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">雷达</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">毫米波雷达供应商</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">智能驾驶</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">ADAS预警准确率99.5%</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="py-3 px-4 border-b border-gray-200">联测科技（688113）</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">测试</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">智能测试装备</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">智能驾驶</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">无具体技术参数</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="py-3 px-4 border-b border-gray-200">文灿股份（603348）</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">一体化压铸</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">9000T压铸机量产中底板</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">车身制造</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">良品率突破95%</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="py-3 px-4 border-b border-gray-200">博俊科技（300926）</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">一体化压铸</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">一体化压铸模具</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">车身制造</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">精度达0.02mm</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="py-3 px-4 border-b border-gray-200">立中集团（300428）</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">一体化压铸</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">免热处理合金材料</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">车身制造</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">减重20%，单车用量达150kg</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="py-3 px-4 border-b border-gray-200">中捷精工（301072）</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">车身部件</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">压铸零部件</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">车身制造</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">无具体技术参数</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="py-3 px-4 border-b border-gray-200">北汽模塑（000700）</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">车身部件</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">保险杠总成核心供应商</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">车身制造</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">单车价值约3000元</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="py-3 px-4 border-b border-gray-200">贝斯特（300580）</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">车身部件</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">新能源汽车精密轴部件</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">车身制造</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">其他零部件核心供应商</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="py-3 px-4 border-b border-gray-200">常熟汽饰（603035）</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">车身部件</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">智能座舱内饰件独家供应</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">车身制造</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">集成主动升降尾翼</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="py-3 px-4 border-b border-gray-200">津荣天宇（300988）</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">车身部件</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">汽车精密部品</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">车身制造</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">无具体技术参数</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="py-3 px-4 border-b border-gray-200">鹏翎股份（300375）</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">车身部件</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">汽车流体管路及总成</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">车身制造</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">无具体技术参数</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="py-3 px-4 border-b border-gray-200">奥特佳（002239）</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">车身部件</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">汽车空调系统</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">车身制造</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">无具体技术参数</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="py-3 px-4 border-b border-gray-200">模塑科技（000700）</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">车身部件</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">塑化汽车装饰件</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">车身制造</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">无具体技术参数</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="py-3 px-4 border-b border-gray-200">德赛西威（002920）</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">车机</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">16.1英寸OLED屏+骁龙8295芯片模组</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">智能座舱</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">独家供应</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="py-3 px-4 border-b border-gray-200">华阳集团（002906）</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">车机</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">HUD抬头显示</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">智能座舱</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">投影面积达30英寸，适配小米澎湃OS</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="py-3 px-4 border-b border-gray-200">歌尔股份（002241）</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">声学系统</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">25扬声器杜比全景声系统</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">智能座舱</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">声场定位精度达毫米级</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="py-3 px-4 border-b border-gray-200">盛弘股份（300693）</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">超充设备</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">800V超充桩</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">充电网络</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">5分钟补能220km</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="py-3 px-4 border-b border-gray-200">永贵电器（300351）</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">超充设备</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">液冷超充枪线</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">充电网络</td>
|
||||
<td class="py-3 px-4 border-b border-gray-200">耐温范围-40℃~120℃</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- JavaScript -->
|
||||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||||
<script>
|
||||
// 粒子背景配置
|
||||
tsParticles.load("particles-js", {
|
||||
particles: {
|
||||
number: {
|
||||
value: 80,
|
||||
density: {
|
||||
enable: true,
|
||||
value_area: 800
|
||||
}
|
||||
},
|
||||
color: {
|
||||
value: "#667eea"
|
||||
},
|
||||
shape: {
|
||||
type: "circle",
|
||||
stroke: {
|
||||
width: 0,
|
||||
color: "#000000"
|
||||
}
|
||||
},
|
||||
opacity: {
|
||||
value: 0.5,
|
||||
random: false,
|
||||
anim: {
|
||||
enable: false,
|
||||
speed: 1,
|
||||
opacity_min: 0.1,
|
||||
sync: false
|
||||
}
|
||||
},
|
||||
size: {
|
||||
value: 3,
|
||||
random: true,
|
||||
anim: {
|
||||
enable: false,
|
||||
speed: 40,
|
||||
size_min: 0.1,
|
||||
sync: false
|
||||
}
|
||||
},
|
||||
line_linked: {
|
||||
enable: true,
|
||||
distance: 150,
|
||||
color: "#667eea",
|
||||
opacity: 0.4,
|
||||
width: 1
|
||||
},
|
||||
move: {
|
||||
enable: true,
|
||||
speed: 2,
|
||||
direction: "none",
|
||||
random: false,
|
||||
straight: false,
|
||||
out_mode: "out",
|
||||
bounce: false,
|
||||
attract: {
|
||||
enable: false,
|
||||
rotateX: 600,
|
||||
rotateY: 1200
|
||||
}
|
||||
}
|
||||
},
|
||||
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
|
||||
}
|
||||
},
|
||||
bubble: {
|
||||
distance: 400,
|
||||
size: 40,
|
||||
duration: 2,
|
||||
opacity: 8,
|
||||
speed: 3
|
||||
},
|
||||
repulse: {
|
||||
distance: 200,
|
||||
duration: 0.4
|
||||
},
|
||||
push: {
|
||||
particles_nb: 4
|
||||
},
|
||||
remove: {
|
||||
particles_nb: 2
|
||||
}
|
||||
}
|
||||
},
|
||||
retina_detect: true
|
||||
});
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
```
|
||||
Reference in New Issue
Block a user