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public/htmls/小鹏汇天供应商.html
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<!DOCTYPE html>
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<html lang="zh-CN">
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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>小鹏汇天供应商概念分析</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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<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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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/themes.css" rel="stylesheet" type="text/css" />
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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/@tailwindcss/browser@4"></script>
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<style>
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body {
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font-family: 'Inter', sans-serif;
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background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
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min-height: 100vh;
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}
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.gradient-text {
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background: linear-gradient(135deg, #3b82f6 0%, #8b5cf6 100%);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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background-clip: text;
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}
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.card-bg {
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background: rgba(30, 41, 59, 0.8);
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backdrop-filter: blur(10px);
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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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width: 12px;
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height: 12px;
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background: #3b82f6;
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border-radius: 50%;
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position: absolute;
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left: -6px;
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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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left: 0;
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top: 0;
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bottom: 0;
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width: 1px;
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background: rgba(148, 163, 184, 0.2);
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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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.table-cell {
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padding: 0.75rem;
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}
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@media (max-width: 768px) {
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.table-container {
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overflow-x: auto;
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}
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table {
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||||
min-width: 600px;
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}
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}
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</style>
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</head>
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<body>
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||||
<div id="vanta-bg"></div>
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||||
|
||||
<div class="container mx-auto px-4 py-8 max-w-6xl">
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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 text-white mb-4">
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小鹏汇天供应商概念分析
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</h1>
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<p class="text-xl text-gray-300">飞行汽车产业链投资机会深度解读</p>
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</div>
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|
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<!-- 概念事件 -->
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<div class="card-bg rounded-2xl p-6 mb-8">
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<h2 class="text-2xl font-bold gradient-text mb-6">概念事件</h2>
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<div class="grid md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-lg font-semibold text-white mb-3">背景</h3>
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<p class="text-gray-300 leading-relaxed">
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小鹏汇天（广东汇天航空航天科技有限公司）是小鹏汽车旗下专注飞行汽车的子公司，2024-2025年密集推进"陆地航母"分体式飞行汽车的商业化落地。
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</p>
|
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</div>
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<div>
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<h3 class="text-lg font-semibold text-white mb-3">时间轴</h3>
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<div class="relative pl-6">
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<div class="timeline-line"></div>
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<div class="space-y-4">
|
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<div class="relative">
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<div class="timeline-dot"></div>
|
||||
<div class="text-gray-300">
|
||||
<span class="font-semibold text-blue-400">2024年3月</span>：型号合格证（TC）申请获民航局受理
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</div>
|
||||
</div>
|
||||
<div class="relative">
|
||||
<div class="timeline-dot"></div>
|
||||
<div class="text-gray-300">
|
||||
<span class="font-semibold text-blue-400">2024年10月</span>：智造基地动工，规划年产能<span class="text-yellow-400 font-semibold">1万台</span>
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</div>
|
||||
</div>
|
||||
<div class="relative">
|
||||
<div class="timeline-dot"></div>
|
||||
<div class="text-gray-300">
|
||||
<span class="font-semibold text-blue-400">2025年3月</span>：亿纬锂能、孚能科技获<span class="text-yellow-400 font-semibold">低压/高压电池定点</span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="relative">
|
||||
<div class="timeline-dot"></div>
|
||||
<div class="text-gray-300">
|
||||
<span class="font-semibold text-blue-400">2025年5月</span>：生产许可证（PC）申请获受理，<span class="text-yellow-400 font-semibold">12.6亿元银团贷款</span>落地
|
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</div>
|
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</div>
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<div class="relative">
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||||
<div class="timeline-dot"></div>
|
||||
<div class="text-gray-300">
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<span class="font-semibold text-blue-400">2025年7月</span>：完成<span class="text-yellow-400 font-semibold">2.5亿美元B轮融资</span>，2026年量产交付
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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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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="card-bg rounded-2xl p-6 mb-8">
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<h2 class="text-2xl font-bold gradient-text mb-6">核心观点摘要</h2>
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<div class="grid md:grid-cols-2 gap-6">
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<div class="bg-gradient-to-br from-blue-900/30 to-purple-900/30 rounded-xl p-5">
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<h3 class="text-lg font-semibold text-white mb-3 flex items-center">
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<i class="fas fa-chart-line mr-2 text-blue-400"></i>
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阶段判断
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</h3>
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<p class="text-gray-300">
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小鹏汇天供应商概念处于<span class="text-yellow-400 font-semibold">"技术验证→量产前夜"</span>的临界点，2025-2026年将是订单兑现与产能爬坡的关键期。
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</p>
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</div>
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<div class="bg-gradient-to-br from-purple-900/30 to-pink-900/30 rounded-xl p-5">
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||||
<h3 class="text-lg font-semibold text-white mb-3 flex items-center">
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||||
<i class="fas fa-rocket mr-2 text-purple-400"></i>
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核心驱动力
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||||
</h3>
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||||
<p class="text-gray-300">
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政策（低空经济纳入新质生产力）+技术（适航认证突破）+资本（银团贷款+B轮融资）三重共振，推动供应链从"概念"转向"订单驱动"。
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</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="card-bg rounded-2xl p-6 mb-8">
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||||
<h2 class="text-2xl font-bold gradient-text mb-6">核心逻辑与市场认知分析</h2>
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||||
|
||||
<div class="mb-6">
|
||||
<h3 class="text-lg font-semibold text-white mb-4 flex items-center">
|
||||
<i class="fas fa-cogs mr-2 text-green-400"></i>
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核心驱动力
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</h3>
|
||||
<div class="grid md:grid-cols-3 gap-4">
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||||
<div class="bg-green-900/20 rounded-lg p-4">
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||||
<h4 class="font-semibold text-green-400 mb-2">政策端</h4>
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<p class="text-sm text-gray-300">
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2024年中央经济工作会议明确将低空经济列为战略性新兴产业，多地出台补贴与基建规划（如海南"飞行汽车示范岛"）。
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||||
</p>
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||||
</div>
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||||
<div class="bg-blue-900/20 rounded-lg p-4">
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||||
<h4 class="font-semibold text-blue-400 mb-2">技术端</h4>
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||||
<p class="text-sm text-gray-300">
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||||
分体式设计（陆行体+飞行体）降低适航门槛，<span class="text-yellow-400">X3-F机型</span>已完成载人首飞与"三高"试验，适航进度领先同行。
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||||
</p>
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||||
</div>
|
||||
<div class="bg-purple-900/20 rounded-lg p-4">
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||||
<h4 class="font-semibold text-purple-400 mb-2">商业端</h4>
|
||||
<p class="text-sm text-gray-300">
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||||
<span class="text-yellow-400">200万元以内定价</span>切入高端C端市场，已签约<span class="text-yellow-400">3000台订单</span>（2024珠海航展），南湖交科院等企业预订100台。
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||||
</p>
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||||
</div>
|
||||
</div>
|
||||
</div>
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||||
|
||||
<div class="mb-6">
|
||||
<h3 class="text-lg font-semibold text-white mb-4 flex items-center">
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||||
<i class="fas fa-fire mr-2 text-orange-400"></i>
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||||
市场热度
|
||||
</h3>
|
||||
<div class="bg-orange-900/20 rounded-lg p-4">
|
||||
<p class="text-gray-300 mb-3">
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||||
2025年3-5月，<span class="text-yellow-400 font-semibold">亿纬锂能、孚能科技、广东鸿图、威贸电子</span>等密集披露定点，带动板块热度。
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||||
</p>
|
||||
<p class="text-gray-300">
|
||||
路演显示，分析师对2026年<span class="text-yellow-400 font-semibold">1万台年销量</span>预期高度一致，但对<span class="text-yellow-400 font-semibold">供应链弹性</span>存在分歧。
|
||||
</p>
|
||||
</div>
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||||
</div>
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||||
|
||||
<div>
|
||||
<h3 class="text-lg font-semibold text-white mb-4 flex items-center">
|
||||
<i class="fas fa-lightbulb mr-2 text-yellow-400"></i>
|
||||
预期差
|
||||
</h3>
|
||||
<div class="grid md:grid-cols-2 gap-4">
|
||||
<div class="bg-yellow-900/20 rounded-lg p-4">
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||||
<h4 class="font-semibold text-yellow-400 mb-2">市场忽略点</h4>
|
||||
<p class="text-sm text-gray-300">
|
||||
低空电池需满足<span class="text-yellow-400 font-semibold">航空级安全标准</span>（如热失控零容忍），技术门槛高于车用电池，亿纬/孚能的<span class="text-yellow-400 font-semibold">实际供货量</span>可能受限于认证进度。
|
||||
</p>
|
||||
</div>
|
||||
<div class="bg-pink-900/20 rounded-lg p-4">
|
||||
<h4 class="font-semibold text-pink-400 mb-2">认知偏差</h4>
|
||||
<p class="text-sm text-gray-300">
|
||||
过度聚焦电池环节，忽视<span class="text-yellow-400 font-semibold">轻量化结构件</span>（如星源卓镁镁合金、云路复材碳纤维）的潜在价值量占比（占飞行体成本30%+）。
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 关键催化剂与未来发展路径 -->
|
||||
<div class="card-bg rounded-2xl p-6 mb-8">
|
||||
<h2 class="text-2xl font-bold gradient-text mb-6">关键催化剂与未来发展路径</h2>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="text-lg font-semibold text-white mb-4 flex items-center">
|
||||
<i class="fas fa-clock mr-2 text-cyan-400"></i>
|
||||
近期催化剂（3-6个月）
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||||
</h3>
|
||||
<div class="grid md:grid-cols-3 gap-4">
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||||
<div class="bg-cyan-900/20 rounded-lg p-4">
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||||
<h4 class="font-semibold text-cyan-400 mb-2">2025Q3</h4>
|
||||
<p class="text-sm text-gray-300">
|
||||
智造基地竣工，设备进场调试（验证产能落地）
|
||||
</p>
|
||||
</div>
|
||||
<div class="bg-blue-900/20 rounded-lg p-4">
|
||||
<h4 class="font-semibold text-blue-400 mb-2">2025Q4</h4>
|
||||
<p class="text-sm text-gray-300">
|
||||
首批<span class="text-yellow-400">200家飞行营地</span>建成（何小鹏目标），应用场景闭环
|
||||
</p>
|
||||
</div>
|
||||
<div class="bg-indigo-900/20 rounded-lg p-4">
|
||||
<h4 class="font-semibold text-indigo-400 mb-2">2026Q1</h4>
|
||||
<p class="text-sm text-gray-300">
|
||||
适航证（TC）颁发，触发<span class="text-yellow-400 font-semibold">批量订单</span>（当前预订量已超4000台）
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-lg font-semibold text-white mb-4 flex items-center">
|
||||
<i class="fas fa-road mr-2 text-purple-400"></i>
|
||||
长期路径
|
||||
</h3>
|
||||
<div class="grid md:grid-cols-2 gap-4">
|
||||
<div class="bg-purple-900/20 rounded-lg p-4">
|
||||
<h4 class="font-semibold text-purple-400 mb-2">2026-2027年</h4>
|
||||
<p class="text-sm text-gray-300">
|
||||
从"高端玩具"转向<span class="text-yellow-400 font-semibold">空中出租车</span>（Robotaxi），需供应链降本50%以上
|
||||
</p>
|
||||
</div>
|
||||
<div class="bg-pink-900/20 rounded-lg p-4">
|
||||
<h4 class="font-semibold text-pink-400 mb-2">2028年后</h4>
|
||||
<p class="text-sm text-gray-300">
|
||||
政策开放城市空域，供应链或复制特斯拉"国产化"路径（如引入更多二线电池/电机供应商）
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 产业链与核心公司深度剖析 -->
|
||||
<div class="card-bg rounded-2xl p-6 mb-8">
|
||||
<h2 class="text-2xl font-bold gradient-text mb-6">产业链与核心公司深度剖析</h2>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="text-lg font-semibold text-white mb-4">产业链图谱</h3>
|
||||
<div class="grid md:grid-cols-3 gap-4">
|
||||
<div class="bg-gradient-to-b from-gray-800/50 to-gray-900/50 rounded-lg p-4">
|
||||
<h4 class="font-semibold text-blue-400 mb-3 text-center">上游</h4>
|
||||
<ul class="text-sm text-gray-300 space-y-1">
|
||||
<li>• 航空级电池（亿纬锂能、孚能科技）</li>
|
||||
<li>• 碳纤维（云路复材）</li>
|
||||
<li>• 镁合金（星源卓镁）</li>
|
||||
<li>• 航电系统（经纬恒润）</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="bg-gradient-to-b from-gray-800/50 to-gray-900/50 rounded-lg p-4">
|
||||
<h4 class="font-semibold text-green-400 mb-3 text-center">中游</h4>
|
||||
<ul class="text-sm text-gray-300 space-y-1">
|
||||
<li>• 整机制造（小鹏汇天自产+代工）</li>
|
||||
<li>• 模具/结构件（铭科精技、佳力奇）</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="bg-gradient-to-b from-gray-800/50 to-gray-900/50 rounded-lg p-4">
|
||||
<h4 class="font-semibold text-purple-400 mb-3 text-center">下游</h4>
|
||||
<ul class="text-sm text-gray-300 space-y-1">
|
||||
<li>• 飞行营地运营（海南羽嘉）</li>
|
||||
<li>• 政府/企业采购（南湖交科院）</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-lg font-semibold text-white mb-4">核心玩家对比</h3>
|
||||
<div class="overflow-x-auto">
|
||||
<table class="w-full text-sm">
|
||||
<thead>
|
||||
<tr class="border-b border-gray-700">
|
||||
<th class="text-left py-3 px-4 text-gray-400 font-semibold">公司</th>
|
||||
<th class="text-left py-3 px-4 text-gray-400 font-semibold">角色</th>
|
||||
<th class="text-left py-3 px-4 text-gray-400 font-semibold">进展</th>
|
||||
<th class="text-left py-3 px-4 text-gray-400 font-semibold">风险</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="border-b border-gray-800">
|
||||
<td class="py-3 px-4 text-white font-semibold">亿纬锂能</td>
|
||||
<td class="py-3 px-4 text-gray-300">低压电池龙头</td>
|
||||
<td class="py-3 px-4 text-gray-300">2025年3月获定点，<span class="text-yellow-400">原理样机阶段</span></td>
|
||||
<td class="py-3 px-4 text-gray-300">航空认证周期长，量产节奏可能滞后</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800">
|
||||
<td class="py-3 px-4 text-white font-semibold">孚能科技</td>
|
||||
<td class="py-3 px-4 text-gray-300">高压电池供应商</td>
|
||||
<td class="py-3 px-4 text-gray-300">提供<span class="text-yellow-400">高压动力电池+连接器</span></td>
|
||||
<td class="py-3 px-4 text-gray-300">技术路线切换（固态电池替代风险）</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800">
|
||||
<td class="py-3 px-4 text-white font-semibold">广东鸿图</td>
|
||||
<td class="py-3 px-4 text-gray-300">结构件供应商</td>
|
||||
<td class="py-3 px-4 text-gray-300">2025年5月获<span class="text-yellow-400">项目定点</span></td>
|
||||
<td class="py-3 px-4 text-gray-300">需等待规模化订单验证毛利率</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="py-3 px-4 text-white font-semibold">威贸电子</td>
|
||||
<td class="py-3 px-4 text-gray-300">线束供应商</td>
|
||||
<td class="py-3 px-4 text-gray-300">航空级线束<span class="text-yellow-400">小批量供货</span></td>
|
||||
<td class="py-3 px-4 text-gray-300">客户集中度风险（依赖小鹏汇天）</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 潜在风险与挑战 -->
|
||||
<div class="card-bg rounded-2xl p-6 mb-8">
|
||||
<h2 class="text-2xl font-bold gradient-text mb-6">潜在风险与挑战</h2>
|
||||
|
||||
<div class="grid md:grid-cols-2 gap-6">
|
||||
<div>
|
||||
<h3 class="text-lg font-semibold text-white mb-4 flex items-center">
|
||||
<i class="fas fa-exclamation-triangle mr-2 text-red-400"></i>
|
||||
技术风险
|
||||
</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="bg-red-900/20 rounded-lg p-3">
|
||||
<h4 class="font-semibold text-red-400 mb-1">适航认证</h4>
|
||||
<p class="text-sm text-gray-300">
|
||||
TC审查若要求设计变更（如电池热管理），可能导致供应链重新选型
|
||||
</p>
|
||||
</div>
|
||||
<div class="bg-red-900/20 rounded-lg p-3">
|
||||
<h4 class="font-semibold text-red-400 mb-1">电池安全</h4>
|
||||
<p class="text-sm text-gray-300">
|
||||
航空级电池需通过<span class="text-yellow-400">DO-311A标准</span>，亿纬/孚能的测试数据尚未公开
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-lg font-semibold text-white mb-4 flex items-center">
|
||||
<i class="fas fa-dollar-sign mr-2 text-yellow-400"></i>
|
||||
商业化风险
|
||||
</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="bg-yellow-900/20 rounded-lg p-3">
|
||||
<h4 class="font-semibold text-yellow-400 mb-1">成本</h4>
|
||||
<p class="text-sm text-gray-300">
|
||||
当前飞行体成本约<span class="text-yellow-400 font-semibold">80万元/台</span>（路演透露），需降至40万元以下才能普及
|
||||
</p>
|
||||
</div>
|
||||
<div class="bg-yellow-900/20 rounded-lg p-3">
|
||||
<h4 class="font-semibold text-yellow-400 mb-1">场景</h4>
|
||||
<p class="text-sm text-gray-300">
|
||||
飞行营地密度不足（2025年目标200家，仅覆盖核心城市）可能限制需求
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mt-6">
|
||||
<h3 class="text-lg font-semibold text-white mb-4 flex items-center">
|
||||
<i class="fas fa-balance-scale mr-2 text-purple-400"></i>
|
||||
政策风险与信息矛盾
|
||||
</h3>
|
||||
<div class="grid md:grid-cols-2 gap-4">
|
||||
<div class="bg-purple-900/20 rounded-lg p-4">
|
||||
<h4 class="font-semibold text-purple-400 mb-2">政策风险</h4>
|
||||
<p class="text-sm text-gray-300">
|
||||
空域开放进度低于预期（如城市低空未放开），导致订单延迟
|
||||
</p>
|
||||
</div>
|
||||
<div class="bg-pink-900/20 rounded-lg p-4">
|
||||
<h4 class="font-semibold text-pink-400 mb-2">信息矛盾</h4>
|
||||
<p class="text-sm text-gray-300">
|
||||
部分研报将<span class="text-yellow-400">拓普集团</span>列为供应商，但路演明确代工方为"小鹏现有合作厂商"，未提及拓普
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 综合结论与投资启示 -->
|
||||
<div class="card-bg rounded-2xl p-6 mb-8">
|
||||
<h2 class="text-2xl font-bold gradient-text mb-6">综合结论与投资启示</h2>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="text-lg font-semibold text-white mb-4">阶段判断</h3>
|
||||
<div class="bg-gradient-to-r from-blue-900/30 to-purple-900/30 rounded-xl p-5">
|
||||
<p class="text-gray-300 text-lg">
|
||||
概念处于<span class="text-yellow-400 font-bold text-xl">"订单验证期"</span>，2025Q4前以主题炒作为主，2026年后进入基本面驱动
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="text-lg font-semibold text-white mb-4">投资方向</h3>
|
||||
<div class="grid md:grid-cols-2 gap-4">
|
||||
<div class="bg-green-900/20 rounded-lg p-5">
|
||||
<h4 class="font-semibold text-green-400 mb-3 flex items-center">
|
||||
<i class="fas fa-check-circle mr-2"></i>
|
||||
最确定环节
|
||||
</h4>
|
||||
<p class="text-gray-300 mb-2">
|
||||
航空级电池（亿纬锂能、孚能科技），<span class="text-yellow-400 font-semibold">技术壁垒最高</span>，毛利率或达40%+
|
||||
</p>
|
||||
</div>
|
||||
<div class="bg-blue-900/20 rounded-lg p-5">
|
||||
<h4 class="font-semibold text-blue-400 mb-3 flex items-center">
|
||||
<i class="fas fa-chart-line mr-2"></i>
|
||||
弹性最大环节
|
||||
</h4>
|
||||
<p class="text-gray-300 mb-2">
|
||||
轻量化材料（星源卓镁、云路复材），<span class="text-yellow-400 font-semibold">单机价值量占比30%</span>，但竞争格局未定
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-lg font-semibold text-white mb-4">跟踪指标</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="flex items-start">
|
||||
<div class="bg-cyan-500 rounded-full w-6 h-6 flex items-center justify-center mr-3 mt-1 flex-shrink-0">
|
||||
<span class="text-xs font-bold text-white">1</span>
|
||||
</div>
|
||||
<div>
|
||||
<span class="font-semibold text-cyan-400">2025Q3</span>
|
||||
<p class="text-gray-300">智造基地竣工后，关注<span class="text-yellow-400 font-semibold">首台量产机下线时间</span></p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex items-start">
|
||||
<div class="bg-blue-500 rounded-full w-6 h-6 flex items-center justify-center mr-3 mt-1 flex-shrink-0">
|
||||
<span class="text-xs font-bold text-white">2</span>
|
||||
</div>
|
||||
<div>
|
||||
<span class="font-semibold text-blue-400">2025Q4</span>
|
||||
<p class="text-gray-300">飞行营地实际运营数量（需≥150家才能支撑1万台销量）</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex items-start">
|
||||
<div class="bg-purple-500 rounded-full w-6 h-6 flex items-center justify-center mr-3 mt-1 flex-shrink-0">
|
||||
<span class="text-xs font-bold text-white">3</span>
|
||||
</div>
|
||||
<div>
|
||||
<span class="font-semibold text-purple-400">2026Q1</span>
|
||||
<p class="text-gray-300">TC证颁发后，<span class="text-yellow-400 font-semibold">首月交付量</span>（验证订单转化率）</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mt-6 bg-red-900/20 rounded-lg p-4 border border-red-800/50">
|
||||
<p class="text-red-400 font-semibold mb-1">风险提示</p>
|
||||
<p class="text-gray-300 text-sm">
|
||||
若2025年适航认证延迟或电池安全事故，供应链估值可能大幅回调
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 关联股票数据表格 -->
|
||||
<div class="card-bg rounded-2xl p-6">
|
||||
<h2 class="text-2xl font-bold gradient-text mb-6">关联股票数据</h2>
|
||||
<div class="table-container">
|
||||
<table class="w-full">
|
||||
<thead>
|
||||
<tr class="border-b border-gray-700">
|
||||
<th class="text-left py-3 px-4 text-gray-400 font-semibold uppercase text-sm">股票名称</th>
|
||||
<th class="text-left py-3 px-4 text-gray-400 font-semibold uppercase text-sm">项目</th>
|
||||
<th class="text-left py-3 px-4 text-gray-400 font-semibold uppercase text-sm">产业链</th>
|
||||
<th class="text-left py-3 px-4 text-gray-400 font-semibold uppercase text-sm">合作原因</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="border-b border-gray-800 hover:bg-gray-800/30 transition-colors">
|
||||
<td class="py-3 px-4">
|
||||
<div class="flex items-center">
|
||||
<div class="w-8 h-8 rounded-full bg-blue-500/20 flex items-center justify-center mr-3">
|
||||
<span class="text-blue-400 font-bold text-sm">胜</span>
|
||||
</div>
|
||||
<span class="text-white font-medium">胜蓝股份</span>
|
||||
</div>
|
||||
</td>
|
||||
<td class="py-3 px-4 text-gray-300">小批量供货</td>
|
||||
<td class="py-3 px-4">
|
||||
<span class="bg-blue-900/30 text-blue-400 px-2 py-1 rounded text-xs">供应商</span>
|
||||
</td>
|
||||
<td class="py-3 px-4 text-gray-300 text-sm">公司有数款产品会小批量供货给小鹏汇天</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-gray-800/30 transition-colors">
|
||||
<td class="py-3 px-4">
|
||||
<div class="flex items-center">
|
||||
<div class="w-8 h-8 rounded-full bg-green-500/20 flex items-center justify-center mr-3">
|
||||
<span class="text-green-400 font-bold text-sm">华</span>
|
||||
</div>
|
||||
<span class="text-white font-medium">华阳集团</span>
|
||||
</div>
|
||||
</td>
|
||||
<td class="py-3 px-4 text-gray-300">飞行汽车液晶仪表定点项目</td>
|
||||
<td class="py-3 px-4">
|
||||
<span class="bg-green-900/30 text-green-400 px-2 py-1 rounded text-xs">核心零部件供应商</span>
|
||||
</td>
|
||||
<td class="py-3 px-4 text-gray-300 text-sm">公司已获得小鹏汇天飞行汽车液晶仪表定点项目</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-gray-800/30 transition-colors">
|
||||
<td class="py-3 px-4">
|
||||
<div class="flex items-center">
|
||||
<div class="w-8 h-8 rounded-full bg-purple-500/20 flex items-center justify-center mr-3">
|
||||
<span class="text-purple-400 font-bold text-sm">威</span>
|
||||
</div>
|
||||
<span class="text-white font-medium">威迈斯</span>
|
||||
</div>
|
||||
</td>
|
||||
<td class="py-3 px-4 text-gray-300">车载电源产品定点</td>
|
||||
<td class="py-3 px-4">
|
||||
<span class="bg-purple-900/30 text-purple-400 px-2 py-1 rounded text-xs">车载电源供应商</span>
|
||||
</td>
|
||||
<td class="py-3 px-4 text-gray-300 text-sm">公司车载电源产品应用于飞行汽车并已获小鹏汇天定点</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-gray-800/30 transition-colors">
|
||||
<td class="py-3 px-4">
|
||||
<div class="flex items-center">
|
||||
<div class="w-8 h-8 rounded-full bg-yellow-500/20 flex items-center justify-center mr-3">
|
||||
<span class="text-yellow-400 font-bold text-sm">松</span>
|
||||
</div>
|
||||
<span class="text-white font-medium">松芝股份</span>
|
||||
</div>
|
||||
</td>
|
||||
<td class="py-3 px-4 text-gray-300">压缩机部件定点</td>
|
||||
<td class="py-3 px-4">
|
||||
<span class="bg-yellow-900/30 text-yellow-400 px-2 py-1 rounded text-xs">汽车零部件供应商</span>
|
||||
</td>
|
||||
<td class="py-3 px-4 text-gray-300 text-sm">公司获得小鹏汇天汽车压缩机部件定点，尚处开发阶段</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-gray-800/30 transition-colors">
|
||||
<td class="py-3 px-4">
|
||||
<div class="flex items-center">
|
||||
<div class="w-8 h-8 rounded-full bg-pink-500/20 flex items-center justify-center mr-3">
|
||||
<span class="text-pink-400 font-bold text-sm">铭</span>
|
||||
</div>
|
||||
<span class="text-white font-medium">铭科精技</span>
|
||||
</div>
|
||||
</td>
|
||||
<td class="py-3 px-4 text-gray-300">模具及零部件生产交付</td>
|
||||
<td class="py-3 px-4">
|
||||
<span class="bg-pink-900/30 text-pink-400 px-2 py-1 rounded text-xs">模具供应商</span>
|
||||
</td>
|
||||
<td class="py-3 px-4 text-gray-300 text-sm">公司承接小鹏飞行汽车产品部分模具及零部件生产交付</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-gray-800/30 transition-colors">
|
||||
<td class="py-3 px-4">
|
||||
<div class="flex items-center">
|
||||
<div class="w-8 h-8 rounded-full bg-indigo-500/20 flex items-center justify-center mr-3">
|
||||
<span class="text-indigo-400 font-bold text-sm">华</span>
|
||||
</div>
|
||||
<span class="text-white font-medium">华安鑫创</span>
|
||||
</div>
|
||||
</td>
|
||||
<td class="py-3 px-4 text-gray-300">飞行汽车合作开发</td>
|
||||
<td class="py-3 px-4">
|
||||
<span class="bg-indigo-900/30 text-indigo-400 px-2 py-1 rounded text-xs">研发合作伙伴</span>
|
||||
</td>
|
||||
<td class="py-3 px-4 text-gray-300 text-sm">公司与小鹏汇天合作开发飞行汽车项目，按计划推进</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-gray-800/30 transition-colors">
|
||||
<td class="py-3 px-4">
|
||||
<div class="flex items-center">
|
||||
<div class="w-8 h-8 rounded-full bg-cyan-500/20 flex items-center justify-center mr-3">
|
||||
<span class="text-cyan-400 font-bold text-sm">经</span>
|
||||
</div>
|
||||
<span class="text-white font-medium">经纬恒润</span>
|
||||
</div>
|
||||
</td>
|
||||
<td class="py-3 px-4 text-gray-300">研发服务合作</td>
|
||||
<td class="py-3 px-4">
|
||||
<span class="bg-cyan-900/30 text-cyan-400 px-2 py-1 rounded text-xs">技术服务供应商</span>
|
||||
</td>
|
||||
<td class="py-3 px-4 text-gray-300 text-sm">公司与小鹏汇天在研发服务及解决方案方向开展合作</td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-800/30 transition-colors">
|
||||
<td class="py-3 px-4">
|
||||
<div class="flex items-center">
|
||||
<div class="w-8 h-8 rounded-full bg-orange-500/20 flex items-center justify-center mr-3">
|
||||
<span class="text-orange-400 font-bold text-sm">佳</span>
|
||||
</div>
|
||||
<span class="text-white font-medium">佳力奇</span>
|
||||
</div>
|
||||
</td>
|
||||
<td class="py-3 px-4 text-gray-300">技术开发合同</td>
|
||||
<td class="py-3 px-4">
|
||||
<span class="bg-orange-900/30 text-orange-400 px-2 py-1 rounded text-xs">航空航天材料供应商</span>
|
||||
</td>
|
||||
<td class="py-3 px-4 text-gray-300 text-sm">公司于2022年与广东汇天签署技术开发合同并实现销售收入</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<script src="https://cdnjs.cloudflare.com/ajax/libs/three.js/r134/three.min.js"></script>
|
||||
<script src="https://cdnjs.cloudflare.com/ajax/libs/vanta/0.5.24/vanta.waves.min.js"></script>
|
||||
<script>
|
||||
VANTA.WAVES({
|
||||
el: "#vanta-bg",
|
||||
mouseControls: true,
|
||||
touchControls: true,
|
||||
gyroControls: false,
|
||||
minHeight: 200.00,
|
||||
minWidth: 200.00,
|
||||
scale: 1.00,
|
||||
scaleMobile: 1.00,
|
||||
color: 0x1e3a8a,
|
||||
shininess: 30.00,
|
||||
waveHeight: 10.00,
|
||||
waveSpeed: 0.75,
|
||||
zoom: 0.75
|
||||
})
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
```
|
||||
Reference in New Issue
Block a user