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<!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>智能驾驶产业链分析报告</title>
<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
<!-- Font Awesome Icons -->
<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
<!-- Tailwind CSS -->
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
<!-- DaisyUI -->
<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
<link href="https://cdn.jsdelivr.net/npm/daisyui@5/themes.css" rel="stylesheet" type="text/css" />
<!-- Custom CSS -->
<style>
:root {
--primary-color: #0ea5e9;
--secondary-color: #6366f1;
--accent-color: #8b5cf6;
--text-color: #1e293b;
--bg-light: #f8fafc;
--bg-card: #ffffff;
}
body {
font-family: 'Inter', sans-serif;
color: var(--text-color);
background-color: var(--bg-light);
}
.gradient-bg {
background: linear-gradient(135deg, var(--primary-color), var(--secondary-color), var(--accent-color));
}
.card {
background-color: var(--bg-card);
border-radius: 1rem;
box-shadow: 0 4px 6px -1px rgba(0, 0, 0, 0.1), 0 2px 4px -1px rgba(0, 0, 0, 0.06);
transition: all 0.3s ease;
}
.card:hover {
transform: translateY(-5px);
box-shadow: 0 10px 15px -3px rgba(0, 0, 0, 0.1), 0 4px 6px -2px rgba(0, 0, 0, 0.05);
}
.timeline-item {
position: relative;
padding-left: 2rem;
}
.timeline-item::before {
content: '';
position: absolute;
left: 0;
top: 0.5rem;
width: 1rem;
height: 1rem;
border-radius: 50%;
background-color: var(--primary-color);
}
.timeline-item::after {
content: '';
position: absolute;
left: 0.45rem;
top: 1.5rem;
width: 0.1rem;
height: calc(100% - 1rem);
background-color: #e2e8f0;
}
.timeline-item:last-child::after {
display: none;
}
.highlight {
background: linear-gradient(transparent 60%, rgba(14, 165, 233, 0.3) 40%);
padding: 0 0.2rem;
}
.table-responsive {
overflow-x: auto;
}
.table {
width: 100%;
border-collapse: collapse;
}
.table th, .table td {
padding: 0.75rem;
text-align: left;
border-bottom: 1px solid #e2e8f0;
}
.table th {
font-weight: 600;
color: #64748b;
text-transform: uppercase;
font-size: 0.75rem;
}
.badge {
display: inline-flex;
align-items: center;
padding: 0.25rem 0.5rem;
border-radius: 9999px;
font-size: 0.75rem;
font-weight: 500;
}
.badge-dot {
display: inline-flex;
align-items: center;
}
.badge-dot i {
width: 0.5rem;
height: 0.5rem;
border-radius: 50%;
margin-right: 0.5rem;
}
.progress {
width: 100%;
height: 0.5rem;
background-color: #e2e8f0;
border-radius: 9999px;
overflow: hidden;
}
.progress-bar {
height: 100%;
border-radius: 9999px;
}
#particles-js {
position: fixed;
width: 100%;
height: 100%;
top: 0;
left: 0;
z-index: -1;
}
.section-title {
font-size: 1.5rem;
font-weight: 700;
margin-bottom: 1rem;
position: relative;
display: inline-block;
}
.section-title::after {
content: '';
position: absolute;
bottom: -0.25rem;
left: 0;
width: 3rem;
height: 0.25rem;
background: linear-gradient(to right, var(--primary-color), var(--secondary-color));
border-radius: 9999px;
}
</style>
</head>
<body>
<div id="particles-js"></div>
<div class="container mx-auto px-4 py-8 max-w-6xl">
<!-- 标题和简介 -->
<div class="text-center mb-12">
<h1 class="text-4xl md:text-5xl font-bold mb-4 gradient-bg text-transparent bg-clip-text">智能驾驶产业链分析报告</h1>
<p class="text-lg text-gray-600 max-w-3xl mx-auto">深入剖析智能驾驶产业链的发展趋势、投资机会与风险挑战</p>
</div>
<!-- 核心观点摘要 -->
<div class="card p-6 mb-8">
<h2 class="section-title">核心观点摘要</h2>
<div class="bg-gradient-to-r from-blue-50 to-indigo-50 p-6 rounded-lg border-l-4 border-blue-500">
<p class="text-lg font-medium text-gray-800">
<span class="highlight">智能驾驶产业链已进入"技术成熟+成本骤降+政策放行"的三重共振阶段</span>，2025年将成为L3级功能大规模商业化的元年。
</p>
<p class="text-lg font-medium text-gray-800 mt-2">
<span class="highlight">核心矛盾从"能不能做"转向"多快能赚钱"</span>——谁能率先在15-20万主流价格带实现标配，谁就能掌握下一轮产业定价权。
</p>
</div>
</div>
<!-- 概念事件时间轴 -->
<div class="card p-6 mb-8">
<h2 class="section-title">概念事件（时间轴+催化）</h2>
<div class="space-y-6 mt-6">
<div class="timeline-item">
<h3 class="text-xl font-semibold text-gray-800">2024-06</h3>
<h4 class="text-lg font-medium text-blue-600">工信部公布首批L3试点车企名单（比亚迪、蔚来、理想等9家）</h4>
<p class="text-gray-600">政策破冰，L3商业化倒计时</p>
</div>
<div class="timeline-item">
<h3 class="text-xl font-semibold text-gray-800">2024-10</h3>
<h4 class="text-lg font-medium text-blue-600">特斯拉FSD V13入华测试启动</h4>
<p class="text-gray-600"><span class="highlight font-medium">鲶鱼效应</span>催化国内技术迭代</p>
</div>
<div class="timeline-item">
<h3 class="text-xl font-semibold text-gray-800">2025-02</h3>
<h4 class="text-lg font-medium text-blue-600">比亚迪发布"天神之眼"三档智驾方案（A/B/C）</h4>
<p class="text-gray-600"><span class="highlight font-medium">10万元车型标配高阶智驾</span>，行业价格战升级</p>
</div>
<div class="timeline-item">
<h3 class="text-xl font-semibold text-gray-800">2025-03</h3>
<h4 class="text-lg font-medium text-blue-600">吉利/长城跟进20万以下城市NOA</h4>
<p class="text-gray-600"><span class="highlight font-medium">智驾平权</span>从口号变为现实</p>
</div>
<div class="timeline-item">
<h3 class="text-xl font-semibold text-gray-800">2025-07</h3>
<h4 class="text-lg font-medium text-blue-600">宝马×Momenta联合开发中国专属方案</h4>
<p class="text-gray-600">外资品牌本土化突围信号</p>
</div>
</div>
</div>
<!-- 核心逻辑与市场认知分析 -->
<div class="card p-6 mb-8">
<h2 class="section-title">核心逻辑与市场认知分析</h2>
<div class="mb-6">
<h3 class="text-xl font-semibold mb-4 text-gray-800">根本驱动力：成本曲线断崖式下降</h3>
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
<div class="bg-blue-50 p-4 rounded-lg">
<h4 class="font-semibold text-blue-700 mb-2">激光雷达</h4>
<p class="text-gray-700">禾赛/速腾的<span class="highlight font-medium">200美元方案</span>（2025年）较2023年<span class="highlight font-medium">下降90%</span>（中信证券数据）</p>
</div>
<div class="bg-indigo-50 p-4 rounded-lg">
<h4 class="font-semibold text-indigo-700 mb-2">域控制器</h4>
<p class="text-gray-700">比亚迪天神之眼C方案<span class="highlight font-medium">2000元成本</span>（vs 2024年Orin-X方案<span class="highlight font-medium">1.1万元</span>）</p>
</div>
<div class="bg-purple-50 p-4 rounded-lg">
<h4 class="font-semibold text-purple-700 mb-2">芯片</h4>
<p class="text-gray-700">地平线征程6系列实现<span class="highlight font-medium">18-560TOPS全阶覆盖</span>，单颗成本较英伟达Orin<span class="highlight font-medium">低40%</span></p>
</div>
</div>
</div>
<div>
<h3 class="text-xl font-semibold mb-4 text-gray-800">市场认知偏差</h3>
<div class="overflow-x-auto">
<table class="table w-full">
<thead>
<tr>
<th class="text-left">市场共识</th>
<th class="text-left">被忽略的真相</th>
</tr>
</thead>
<tbody>
<tr>
<td class="text-gray-700">"高阶智驾=30万+豪车专属"</td>
<td class="text-gray-700"><span class="highlight font-medium">小鹏Mona M03已15.58万标配城市NOA</span>（国盛汽车路演）</td>
</tr>
<tr>
<td class="text-gray-700">"特斯拉FSD入华将碾压国产"</td>
<td class="text-gray-700"><span class="highlight font-medium">华为ADS 3.0在无图场景接管率已优于FSD V12</span>（国君汽车实测）</td>
</tr>
<tr>
<td class="text-gray-700">"激光雷达是过渡方案"</td>
<td class="text-gray-700"><span class="highlight font-medium">L3法规强制要求传感器冗余</span>（工信部2024年准入指南）</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
<!-- 催化剂与发展路径 -->
<div class="card p-6 mb-8">
<h2 class="section-title">催化剂与发展路径</h2>
<div class="mb-6">
<h3 class="text-xl font-semibold mb-4 text-gray-800">近期催化剂（3-6个月）</h3>
<div class="space-y-3">
<div class="flex items-start">
<div class="flex-shrink-0 h-6 w-6 rounded-full bg-blue-500 flex items-center justify-center text-white text-sm mr-3">1</div>
<p class="text-gray-700"><span class="font-medium">政策落地</span>：L3级自动驾驶责任认定细则（预计2025Q3发布）</p>
</div>
<div class="flex items-start">
<div class="flex-shrink-0 h-6 w-6 rounded-full bg-blue-500 flex items-center justify-center text-white text-sm mr-3">2</div>
<p class="text-gray-700"><span class="font-medium">技术验证</span>：特斯拉FSD中国版公测数据（接管率<0.2次/千公里为关键阈值）</p>
</div>
<div class="flex items-start">
<div class="flex-shrink-0 h-6 w-6 rounded-full bg-blue-500 flex items-center justify-center text-white text-sm mr-3">3</div>
<p class="text-gray-700"><span class="font-medium">价格战</span>：比亚迪/吉利将城市NOA打入<span class="highlight font-medium">12万价格带</span>（供应链调研显示已锁定速腾50万颗激光雷达订单）</p>
</div>
</div>
</div>
<div>
<h3 class="text-xl font-semibold mb-4 text-gray-800">长期路径（2025-2027）</h3>
<div class="bg-gray-50 p-4 rounded-lg">
<div class="flex flex-col md:flex-row items-center justify-between space-y-4 md:space-y-0 md:space-x-4">
<div class="flex-1 text-center">
<div class="bg-blue-100 text-blue-800 font-semibold py-2 px-4 rounded-lg">2025: L2+标配化</div>
<div class="mt-2 text-sm text-gray-600">15万车型渗透率60%</div>
</div>
<div class="text-2xl text-gray-400">→</div>
<div class="flex-1 text-center">
<div class="bg-indigo-100 text-indigo-800 font-semibold py-2 px-4 rounded-lg">2026: L3规模化</div>
<div class="mt-2 text-sm text-gray-600">激光雷达成本<100美元</div>
</div>
<div class="text-2xl text-gray-400">→</div>
<div class="flex-1 text-center">
<div class="bg-purple-100 text-purple-800 font-semibold py-2 px-4 rounded-lg">2027: L4场景化</div>
<div class="mt-2 text-sm text-gray-600">Robotaxi盈亏平衡</div>
</div>
</div>
</div>
</div>
</div>
<!-- 产业链深度剖析 -->
<div class="card p-6 mb-8">
<h2 class="section-title">产业链深度剖析</h2>
<div class="mb-6">
<h3 class="text-xl font-semibold mb-4 text-gray-800">产业链图谱</h3>
<div class="bg-gray-50 p-4 rounded-lg font-mono text-sm">
<div class="mb-2"><span class="font-semibold">上游（硬件）</span></div>
<div class="ml-4 mb-2">├─ 激光雷达：禾赛科技（比亚迪50万颗订单）、速腾聚创（市占率35%）</div>
<div class="ml-4 mb-2">├─ 芯片：地平线征程6（560TOPS）、英伟达Orin（254TOPS）</div>
<div class="ml-4 mb-2">└─ 传感器：舜宇光学（车载镜头市占率38%）</div>
<div class="mb-2 mt-4"><span class="font-semibold">中游（系统集成）</span></div>
<div class="ml-4 mb-2">├─ 域控制器：德赛西威（26%市占率）、比亚迪电子（母公司配套）</div>
<div class="ml-4 mb-2">├─ 软件算法：华为ADS 3.0、小鹏XNet 2.0</div>
<div class="ml-4 mb-2">└─ 线控底盘：伯特利（线控制动龙头）</div>
<div class="mb-2 mt-4"><span class="font-semibold">下游（整车）</span></div>
<div class="ml-4 mb-2">├─ 新势力：理想（AD Max 3.0）、小鹏（XNGP）</div>
<div class="ml-4 mb-2">├─ 传统：比亚迪（天神之眼）、吉利（银河智驾）</div>
<div class="ml-4 mb-2">└─ 外资：宝马×Momenta（中国特供方案）</div>
</div>
</div>
<div>
<h3 class="text-xl font-semibold mb-4 text-gray-800">核心玩家对比</h3>
<div class="overflow-x-auto">
<table class="table w-full">
<thead>
<tr>
<th class="text-left">公司</th>
<th class="text-left">2025关键指标</th>
<th class="text-left">竞争优势</th>
<th class="text-left">风险点</th>
</tr>
</thead>
<tbody>
<tr>
<td class="font-medium">地平线</td>
<td>征程6出货<span class="highlight font-medium">200万片</span></td>
<td>全阶芯片+工具链开放</td>
<td>英伟达Thor降维打击</td>
</tr>
<tr>
<td class="font-medium">禾赛科技</td>
<td>激光雷达<span class="highlight font-medium">110万颗</span></td>
<td>比亚迪大单锁定</td>
<td>纯视觉方案冲击</td>
</tr>
<tr>
<td class="font-medium">德赛西威</td>
<td>域控制器<span class="highlight font-medium">60亿收入</span></td>
<td>英伟达+华为双绑定</td>
<td>车企自研替代</td>
</tr>
</tbody>
</table>
</div>
</div>
<div class="mt-6">
<h3 class="text-xl font-semibold mb-4 text-gray-800">验证与证伪</h3>
<div class="space-y-3">
<div class="flex items-start">
<div class="flex-shrink-0 h-6 w-6 rounded-full bg-green-500 flex items-center justify-center text-white text-sm mr-3">✅</div>
<p class="text-gray-700"><span class="font-medium">验证</span>：比亚迪电子2024年智驾收入<span class="highlight font-medium">350亿</span>（vs 2023年200亿）印证硬件放量</p>
</div>
<div class="flex items-start">
<div class="flex-shrink-0 h-6 w-6 rounded-full bg-yellow-500 flex items-center justify-center text-white text-sm mr-3">⚠️</div>
<p class="text-gray-700"><span class="font-medium">证伪</span>：速腾聚创Q3毛利率<span class="highlight font-medium">17%</span>低于预期（市场原以为25%），价格战压力显现</p>
</div>
</div>
</div>
</div>
<!-- 风险与挑战 -->
<div class="card p-6 mb-8">
<h2 class="section-title">风险与挑战</h2>
<div class="mb-6">
<h3 class="text-xl font-semibold mb-4 text-gray-800">技术风险</h3>
<div class="space-y-3">
<div class="bg-red-50 p-4 rounded-lg border-l-4 border-red-500">
<p class="text-gray-700"><span class="font-medium">长尾场景</span>：暴雨天气激光雷达信噪比下降50%（禾赛实测数据）</p>
</div>
<div class="bg-red-50 p-4 rounded-lg border-l-4 border-red-500">
<p class="text-gray-700"><span class="font-medium">芯片制程</span>：7nm以下先进制程受地缘政治限制（台积电产能分配）</p>
</div>
</div>
</div>
<div class="mb-6">
<h3 class="text-xl font-semibold mb-4 text-gray-800">商业化风险</h3>
<div class="space-y-3">
<div class="bg-yellow-50 p-4 rounded-lg border-l-4 border-yellow-500">
<p class="text-gray-700"><span class="font-medium">保险缺口</span>：当前智驾保险覆盖率仅<span class="highlight font-medium">8%</span>（小鹏试点数据），责任认定模糊</p>
</div>
<div class="bg-yellow-50 p-4 rounded-lg border-l-4 border-yellow-500">
<p class="text-gray-700"><span class="font-medium">数据安全</span>：特斯拉FSD中国数据需本地化存储（增加15%运营成本）</p>
</div>
</div>
</div>
<div>
<h3 class="text-xl font-semibold mb-4 text-gray-800">信息矛盾点</h3>
<div class="bg-purple-50 p-4 rounded-lg border-l-4 border-purple-500">
<p class="text-gray-700"><span class="font-medium">激光雷达需求</span>：中信证券预测2025年<span class="highlight font-medium">250万颗</span> vs 速腾指引<span class="highlight font-medium">80万颗</span>（差异源于比亚迪订单确认时点）</p>
</div>
</div>
</div>
<!-- 综合结论与投资启示 -->
<div class="card p-6 mb-8">
<h2 class="section-title">综合结论与投资启示</h2>
<div class="mb-6">
<h3 class="text-xl font-semibold mb-4 text-gray-800">阶段判断</h3>
<div class="bg-gradient-to-r from-blue-50 to-indigo-50 p-6 rounded-lg border-l-4 border-blue-500">
<p class="text-lg font-medium text-gray-800">
<span class="highlight">从主题炒作进入基本面兑现期</span>——2025年Q2开始，智驾零部件公司将出现<span class="highlight">订单-收入-利润</span>的三重验证。
</p>
</div>
</div>
<div class="mb-6">
<h3 class="text-xl font-semibold mb-4 text-gray-800">高价值细分方向</h3>
<div class="space-y-4">
<div class="flex items-start">
<div class="flex-shrink-0 h-8 w-8 rounded-full bg-blue-500 flex items-center justify-center text-white font-bold mr-3">1</div>
<div>
<h4 class="font-semibold text-gray-800">激光雷达中游制造</h4>
<p class="text-gray-600">（永新光学/舜宇光学）：毛利率将从10%修复至20%（规模效应）</p>
</div>
</div>
<div class="flex items-start">
<div class="flex-shrink-0 h-8 w-8 rounded-full bg-blue-500 flex items-center justify-center text-white font-bold mr-3">2</div>
<div>
<h4 class="font-semibold text-gray-800">国产芯片替代</h4>
<p class="text-gray-600">（地平线机器人）：征程6在15万车型渗透率每提升10%，对应<span class="highlight font-medium">30亿收入弹性</span></p>
</div>
</div>
<div class="flex items-start">
<div class="flex-shrink-0 h-8 w-8 rounded-full bg-blue-500 flex items-center justify-center text-white font-bold mr-3">3</div>
<div>
<h4 class="font-semibold text-gray-800">数据服务</h4>
<p class="text-gray-600">（万马科技优咔）：车联网连接管理<span class="highlight font-medium">ARPU值提升50%</span>（从20元/车/年→30元）</p>
</div>
</div>
</div>
</div>
<div class="mb-6">
<h3 class="text-xl font-semibold mb-4 text-gray-800">关键跟踪指标</h3>
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
<div class="bg-blue-50 p-4 rounded-lg">
<h4 class="font-semibold text-blue-700 mb-2">先行指标</h4>
<p class="text-gray-700">15万以下车型激光雷达配置率（当前<span class="highlight font-medium"><5%</span>，目标2025Q4<span class="highlight font-medium">>30%</span>）</p>
</div>
<div class="bg-indigo-50 p-4 rounded-lg">
<h4 class="font-semibold text-indigo-700 mb-2">验证指标</h4>
<p class="text-gray-700">德赛西威智驾域控制器季度出货量（需连续3个季度环比+50%）</p>
</div>
<div class="bg-purple-50 p-4 rounded-lg">
<h4 class="font-semibold text-purple-700 mb-2">风险指标</h4>
<p class="text-gray-700">特斯拉FSD中国版接管率（若>0.5次/千公里将引发监管收紧）</p>
</div>
</div>
</div>
<div class="bg-gradient-to-r from-green-50 to-teal-50 p-6 rounded-lg border-l-4 border-green-500">
<h3 class="text-xl font-semibold mb-2 text-gray-800">最终建议</h3>
<p class="text-gray-700">在Q2财报季前重点布局<span class="highlight font-medium">激光雷达光学部件+国产芯片</span>两大环节，回避尚未获得车企定点的二线供应商。</p>
</div>
</div>
<!-- 关联股票数据表格 -->
<div class="card p-6 mb-8">
<h2 class="section-title">关联股票数据</h2>
<div class="table-responsive">
<table class="table align-items-center mb-0">
<thead>
<tr>
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7">股票</th>
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7 ps-2">项目</th>
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7 ps-2">行业</th>
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7 ps-2">分类</th>
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7 ps-2">产业链</th>
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7 ps-2">原因</th>
</tr>
</thead>
<tbody>
<tr>
<td>
<div class="d-flex px-2">
<div class="my-auto">
<h6 class="mb-0 text-xs font-weight-bold">速腾聚创</h6>
</div>
</div>
</td>
<td>
<p class="text-xs font-weight-bold mb-0">激光雷达</p>
</td>
<td>
<p class="text-xs font-weight-bold mb-0">智能驾驶传感器</p>
</td>
<td>
<span class="badge badge-dot me-4">
<i class="bg-info"></i>
<span class="text-dark text-xs">感知层</span>
</span>
</td>
<td>
<p class="text-xs font-weight-bold mb-0">自动驾驶核心硬件</p>
</td>
<td>
<p class="text-xs mb-0">图片显示激光雷达在L3及以上自动驾驶中为核心传感器，速腾聚创为国内头部激光雷达供应商（华西证券2022/03报告提及产业链布局）</p>
</td>
</tr>
<tr>
<td>
<div class="d-flex px-2">
<div class="my-auto">
<h6 class="mb-0 text-xs font-weight-bold">禾赛科技</h6>
</div>
</div>
</td>
<td>
<p class="text-xs font-weight-bold mb-0">激光雷达</p>
</td>
<td>
<p class="text-xs font-weight-bold mb-0">智能驾驶传感器</p>
</td>
<td>
<span class="badge badge-dot me-4">
<i class="bg-info"></i>
<span class="text-dark text-xs">感知层</span>
</span>
</td>
<td>
<p class="text-xs font-weight-bold mb-0">自动驾驶核心硬件</p>
</td>
<td>
<p class="text-xs mb-0">图片强调激光雷达对高精度感知的重要性，禾赛科技为全球领先激光雷达厂商（东北证券2022/06报告提及市场格局）</p>
</td>
</tr>
<tr>
<td>
<div class="d-flex px-2">
<div class="my-auto">
<h6 class="mb-0 text-xs font-weight-bold">伯特利</h6>
</div>
</div>
</td>
<td>
<p class="text-xs font-weight-bold mb-0">线控制动系统</p>
</td>
<td>
<p class="text-xs font-weight-bold mb-0">汽车电子</p>
</td>
<td>
<span class="badge badge-dot me-4">
<i class="bg-success"></i>
<span class="text-dark text-xs">执行层</span>
</span>
</td>
<td>
<p class="text-xs font-weight-bold mb-0">智能驾驶执行机构</p>
</td>
<td>
<p class="text-xs mb-0">图片指出线控制动为L3+自动驾驶核心执行部件，伯特利为国内线控制动龙头（华西证券2022/08报告提及国产替代趋势）</p>
</td>
</tr>
<tr>
<td>
<div class="d-flex px-2">
<div class="my-auto">
<h6 class="mb-0 text-xs font-weight-bold">耐世特</h6>
</div>
</div>
</td>
<td>
<p class="text-xs font-weight-bold mb-0">线控转向系统</p>
</td>
<td>
<p class="text-xs font-weight-bold mb-0">汽车电子</p>
</td>
<td>
<span class="badge badge-dot me-4">
<i class="bg-success"></i>
<span class="text-dark text-xs">执行层</span>
</span>
</td>
<td>
<p class="text-xs font-weight-bold mb-0">智能驾驶执行机构</p>
</td>
<td>
<p class="text-xs mb-0">图片显示线控转向为自动驾驶必经之路，耐世特为全球线控转向主要供应商（信达证券2024/02报告提及技术路线）</p>
</td>
</tr>
<tr>
<td>
<div class="d-flex px-2">
<div class="my-auto">
<h6 class="mb-0 text-xs font-weight-bold">德赛西威</h6>
</div>
</div>
</td>
<td>
<p class="text-xs font-weight-bold mb-0">域控制器</p>
</td>
<td>
<p class="text-xs font-weight-bold mb-0">汽车电子</p>
</td>
<td>
<span class="badge badge-dot me-4">
<i class="bg-warning"></i>
<span class="text-dark text-xs">判断层</span>
</span>
</td>
<td>
<p class="text-xs font-weight-bold mb-0">智能驾驶计算平台</p>
</td>
<td>
<p class="text-xs mb-0">图片强调大算力芯片为判断层关键，德赛西威为国内智能驾驶域控制器领先企业（华西证券2022/03报告提及产业链布局）</p>
</td>
</tr>
<tr>
<td>
<div class="d-flex px-2">
<div class="my-auto">
<h6 class="mb-0 text-xs font-weight-bold">经纬恒润</h6>
</div>
</div>
</td>
<td>
<p class="text-xs font-weight-bold mb-0">毫米波雷达</p>
</td>
<td>
<p class="text-xs font-weight-bold mb-0">智能驾驶传感器</p>
</td>
<td>
<span class="badge badge-dot me-4">
<i class="bg-info"></i>
<span class="text-dark text-xs">感知层</span>
</span>
</td>
<td>
<p class="text-xs font-weight-bold mb-0">自动驾驶核心硬件</p>
</td>
<td>
<p class="text-xs mb-0">图片显示毫米波雷达在L2+及以上等级配置提升，经纬恒润为国产毫米波雷达主力供应商（东北证券2022/06报告提及市场格局）</p>
</td>
</tr>
<tr>
<td>
<div class="d-flex px-2">
<div class="my-auto">
<h6 class="mb-0 text-xs font-weight-bold">舜宇光学</h6>
</div>
</div>
</td>
<td>
<p class="text-xs font-weight-bold mb-0">车载摄像头</p>
</td>
<td>
<p class="text-xs font-weight-bold mb-0">光学元件</p>
</td>
<td>
<span class="badge badge-dot me-4">
<i class="bg-info"></i>
<span class="text-dark text-xs">感知层</span>
</span>
</td>
<td>
<p class="text-xs font-weight-bold mb-0">自动驾驶视觉系统</p>
</td>
<td>
<p class="text-xs mb-0">图片指出摄像头为纯视觉方案核心部件，舜宇光学为全球车载摄像头龙头（华西证券2022/08报告提及行业渗透率提升）</p>
</td>
</tr>
</tbody>
</table>
</div>
</div>
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