547 lines
26 KiB
HTML
547 lines
26 KiB
HTML
|
||
<!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>优必选：人形机器人商业化拐点分析</title>
|
||
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
|
||
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@5/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||
<style>
|
||
body {
|
||
font-family: 'Inter', sans-serif;
|
||
background-color: #0f172a;
|
||
color: #e2e8f0;
|
||
position: relative;
|
||
overflow-x: hidden;
|
||
}
|
||
#tsparticles {
|
||
position: fixed;
|
||
width: 100%;
|
||
height: 100%;
|
||
top: 0;
|
||
left: 0;
|
||
z-index: -1;
|
||
}
|
||
.card {
|
||
background: rgba(30, 41, 59, 0.7);
|
||
backdrop-filter: blur(10px);
|
||
border: 1px solid rgba(100, 116, 139, 0.3);
|
||
}
|
||
.timeline-dot {
|
||
position: relative;
|
||
}
|
||
.timeline-dot::before {
|
||
content: '';
|
||
position: absolute;
|
||
width: 16px;
|
||
height: 16px;
|
||
border-radius: 50%;
|
||
background: #3b82f6;
|
||
top: 5px;
|
||
left: -8px;
|
||
z-index: 1;
|
||
}
|
||
.timeline-line {
|
||
position: absolute;
|
||
width: 2px;
|
||
background: #334155;
|
||
top: 0;
|
||
bottom: 0;
|
||
left: 0;
|
||
}
|
||
.gradient-text {
|
||
background: linear-gradient(90deg, #3b82f6, #8b5cf6);
|
||
-webkit-background-clip: text;
|
||
-webkit-text-fill-color: transparent;
|
||
}
|
||
.badge {
|
||
display: inline-flex;
|
||
align-items: center;
|
||
padding: 0.25rem 0.75rem;
|
||
border-radius: 9999px;
|
||
font-size: 0.75rem;
|
||
font-weight: 600;
|
||
}
|
||
.badge-blue {
|
||
background-color: rgba(59, 130, 246, 0.2);
|
||
color: #93c5fd;
|
||
}
|
||
.badge-purple {
|
||
background-color: rgba(139, 92, 246, 0.2);
|
||
color: #c4b5fd;
|
||
}
|
||
.badge-green {
|
||
background-color: rgba(16, 185, 129, 0.2);
|
||
color: #6ee7b7;
|
||
}
|
||
.badge-red {
|
||
background-color: rgba(239, 68, 68, 0.2);
|
||
color: #fca5a5;
|
||
}
|
||
.table-container {
|
||
overflow-x: auto;
|
||
}
|
||
@media (max-width: 768px) {
|
||
.card {
|
||
margin-bottom: 1rem;
|
||
}
|
||
.timeline-container {
|
||
padding-left: 1rem;
|
||
}
|
||
}
|
||
</style>
|
||
</head>
|
||
<body>
|
||
<div id="tsparticles"></div>
|
||
|
||
<div class="container mx-auto px-4 py-8 max-w-6xl">
|
||
<!-- 标题部分 -->
|
||
<div class="text-center mb-12">
|
||
<h1 class="text-4xl md:text-5xl font-bold mb-4 gradient-text">优必选：人形机器人商业化拐点分析</h1>
|
||
<p class="text-lg text-slate-400">从技术验证到小批量商业化落地的关键跃升</p>
|
||
</div>
|
||
|
||
<!-- 核心观点摘要 -->
|
||
<div class="card rounded-xl p-6 mb-8 shadow-xl">
|
||
<h2 class="text-2xl font-bold mb-4 text-blue-400">核心观点摘要</h2>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg border-l-4 border-blue-500">
|
||
<p class="text-lg">优必选已从"技术验证"进入<span class="font-bold text-blue-400">小批量商业化落地阶段</span>，核心驱动力是<span class="font-bold text-purple-400">工业场景刚性需求+头部客户背书</span>（比亚迪/富士康/吉利）。2025年订单兑现（<span class="font-bold text-green-400">1000台+</span>）和成本下降（<span class="font-bold text-yellow-400">40万→20万</span>）将是估值跃升的关键，但需警惕技术泛化能力不足和竞争加剧风险。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 概念事件时间轴 -->
|
||
<div class="card rounded-xl p-6 mb-8 shadow-xl">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400">概念事件时间轴</h2>
|
||
<div class="timeline-container relative pl-8">
|
||
<div class="timeline-line"></div>
|
||
|
||
<div class="mb-6 timeline-dot">
|
||
<div class="bg-slate-800/50 p-4 rounded-lg">
|
||
<div class="flex items-center mb-2">
|
||
<span class="badge badge-blue mr-2">2023年12月</span>
|
||
<h3 class="text-lg font-semibold">优必选港股上市</h3>
|
||
</div>
|
||
<p>工业人形机器人Walker S亮相敲钟仪式，定位"全球首台量产工业人形机器人"</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6 timeline-dot">
|
||
<div class="bg-slate-800/50 p-4 rounded-lg">
|
||
<div class="flex items-center mb-2">
|
||
<span class="badge badge-blue mr-2">2024年8月</span>
|
||
<h3 class="text-lg font-semibold">工厂实训验证</h3>
|
||
</div>
|
||
<p>与吉利、天奇股份合作，Walker S Lite进入极氪5G工厂实训，连续作业21天验证搬运场景</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6 timeline-dot">
|
||
<div class="bg-slate-800/50 p-4 rounded-lg">
|
||
<div class="flex items-center mb-2">
|
||
<span class="badge badge-blue mr-2">2024年10月</span>
|
||
<h3 class="text-lg font-semibold">发布Walker S1</h3>
|
||
</div>
|
||
<p>负载15kg、续航3小时，与比亚迪、富士康等头部车企签订<span class="font-bold text-green-400">30-50台小批量订单</span>（2024年交付），2025年目标<span class="font-bold text-green-400">1000-2000台</span></p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6 timeline-dot">
|
||
<div class="bg-slate-800/50 p-4 rounded-lg">
|
||
<div class="flex items-center mb-2">
|
||
<span class="badge badge-blue mr-2">2025年1月</span>
|
||
<h3 class="text-lg font-semibold">富士康战略合作</h3>
|
||
</div>
|
||
<p>与富士康签署全方位战略合作协议，共建"关灯工厂"联合攻关项目，Walker S1已完成深圳龙华工厂2个月实训</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6 timeline-dot">
|
||
<div class="bg-slate-800/50 p-4 rounded-lg">
|
||
<div class="flex items-center mb-2">
|
||
<span class="badge badge-blue mr-2">2025年5月</span>
|
||
<h3 class="text-lg font-semibold">华为合作</h3>
|
||
</div>
|
||
<p>与华为签署全面合作协议，共建"具身智能创新中心"，华为昇腾/鲲鹏技术赋能群体智能（BrainNet架构）</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6 timeline-dot">
|
||
<div class="bg-slate-800/50 p-4 rounded-lg">
|
||
<div class="flex items-center mb-2">
|
||
<span class="badge badge-blue mr-2">2025年7月</span>
|
||
<h3 class="text-lg font-semibold">大额订单</h3>
|
||
</div>
|
||
<p>中标觅亿汽车<span class="font-bold text-green-400">9051万元订单</span>（预计100台Walker S2），<span class="font-bold text-yellow-400">8月产能爬坡至月产200台</span></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心逻辑与市场认知 -->
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-8">
|
||
<div class="card rounded-xl p-6 shadow-xl">
|
||
<h2 class="text-2xl font-bold mb-4 text-purple-400">核心驱动力</h2>
|
||
|
||
<div class="mb-4">
|
||
<h3 class="text-lg font-semibold mb-2 text-blue-400">需求端</h3>
|
||
<p>汽车总装车间自动化率仅10%-20%（路演数据），搬运/质检等岗位人力成本<span class="font-bold text-yellow-400">36万/年/工位</span>（方正证券测算），机器人50万售价<span class="font-bold text-green-400">1.5年回本</span></p>
|
||
</div>
|
||
|
||
<div class="mb-4">
|
||
<h3 class="text-lg font-semibold mb-2 text-blue-400">技术端</h3>
|
||
<p>Walker S1通过比亚迪/极氪/富士康实训验证，实现<span class="font-bold text-green-400">2分钟/次搬运效率</span>（目标2025年Q2提升至1分20秒），群体智能技术（BrainNet）支持多机协同作业</p>
|
||
</div>
|
||
|
||
<div class="mb-4">
|
||
<h3 class="text-lg font-semibold mb-2 text-blue-400">政策端</h3>
|
||
<p>工信部《人形机器人创新发展指导意见》明确2025年建立创新体系，北京/深圳等地补贴试点</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="card rounded-xl p-6 shadow-xl">
|
||
<h2 class="text-2xl font-bold mb-4 text-purple-400">市场热度与预期差</h2>
|
||
|
||
<div class="mb-4">
|
||
<h3 class="text-lg font-semibold mb-2 text-blue-400">研报密集度</h3>
|
||
<p>2024年8月以来<span class="font-bold text-green-400">15篇深度报告</span>（中金、申万、海通等），一致预期2025年收入<span class="font-bold text-yellow-400">20-28亿元</span>（2024年13亿）</p>
|
||
</div>
|
||
|
||
<div class="mb-4">
|
||
<h3 class="text-lg font-semibold mb-2 text-blue-400">情绪分歧</h3>
|
||
<p>乐观派（西部电新）看<span class="font-bold text-green-400">350亿→千亿市值</span>，谨慎派（中金）提示量产不及预期风险</p>
|
||
</div>
|
||
|
||
<div class="mb-4">
|
||
<h3 class="text-lg font-semibold mb-2 text-blue-400">市场忽略点</h3>
|
||
<ul class="list-disc pl-5 space-y-1">
|
||
<li><span class="font-bold">成本下降路径明确</span>：关节占成本70%，2025年1万台量产后降至<span class="font-bold text-green-400">20万/台</span>（海通路演）</li>
|
||
<li><span class="font-bold">非线性放量潜力</span>：富士康"未来之城"远期规划<span class="font-bold text-green-400">10万台</span>（沙特项目），但当前仅2台样机</li>
|
||
<li><span class="font-bold">C端业务对冲</span>：猫砂机2024年出货<span class="font-bold text-green-400">20万台</span>（单价700美元），贡献现金流</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关键催化剂与未来发展路径 -->
|
||
<div class="card rounded-xl p-6 mb-8 shadow-xl">
|
||
<h2 class="text-2xl font-bold mb-4 text-blue-400">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-xl font-semibold mb-3 text-purple-400">近期催化剂（3-6个月）</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-slate-800/50 p-4 rounded-lg border-l-4 border-green-500">
|
||
<h4 class="font-semibold mb-1">2024Q4-2025Q1</h4>
|
||
<p>比亚迪/极氪<span class="font-bold text-green-400">首批30-50台订单交付验收</span>，若通过将触发追加订单（路演透露意向订单超1000台）</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg border-l-4 border-blue-500">
|
||
<h4 class="font-semibold mb-1">2025年3月</h4>
|
||
<p>世界机器人大会展示<span class="font-bold text-green-400">Walker S2</span>（腿部结构优化+自主换电）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3 text-purple-400">长期路径</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-slate-800/50 p-4 rounded-lg border-l-4 border-yellow-500">
|
||
<h4 class="font-semibold mb-1">2025-2026</h4>
|
||
<p>工业场景复制至<span class="font-bold text-green-400">3C/物流</span>（已与顺丰合作），成本降至<span class="font-bold text-green-400">20万</span>（规模化+国产替代）</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg border-l-4 border-purple-500">
|
||
<h4 class="font-semibold mb-1">2027+</h4>
|
||
<p>家庭场景突破，仿生机器人"小优Una"目标<span class="font-bold text-green-400">1万台</span>（居然之家合作），但技术难度高于工业</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司深度剖析 -->
|
||
<div class="card rounded-xl p-6 mb-8 shadow-xl">
|
||
<h2 class="text-2xl font-bold mb-4 text-blue-400">产业链与核心公司深度剖析</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3 text-purple-400">产业链图谱</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-slate-800/50 p-4 rounded-lg text-center">
|
||
<h4 class="font-bold text-blue-400 mb-2">上游</h4>
|
||
<p>绿的谐波（减速器）、奥比中光（3D视觉）、三花智控（热管理）——<span class="font-bold text-green-400">国产化率60%+</span>（路演数据）</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg text-center">
|
||
<h4 class="font-bold text-blue-400 mb-2">中游</h4>
|
||
<p>优必选（整机+算法）、天奇股份（合资工厂集成）</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg text-center">
|
||
<h4 class="font-bold text-blue-400 mb-2">下游</h4>
|
||
<p>比亚迪（汽车）、富士康（3C）、居然之家（商业服务）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3 text-purple-400">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="py-3 px-4 text-left">公司</th>
|
||
<th class="py-3 px-4 text-left">优势</th>
|
||
<th class="py-3 px-4 text-left">风险点</th>
|
||
<th class="py-3 px-4 text-left">估值（2025E PS）</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-bold text-blue-400">优必选</td>
|
||
<td class="py-3 px-4">唯一量产工业人形机器人，订单落地最快</td>
|
||
<td class="py-3 px-4">亏损收窄依赖规模效应</td>
|
||
<td class="py-3 px-4 font-bold text-green-400">18倍</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-bold text-blue-400">特斯拉</td>
|
||
<td class="py-3 px-4">技术领先（Optimus），品牌背书</td>
|
||
<td class="py-3 px-4">中国场景适配性未验证</td>
|
||
<td class="py-3 px-4">未上市</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-bold text-blue-400">小米</td>
|
||
<td class="py-3 px-4">供应链成本低，家庭场景潜力</td>
|
||
<td class="py-3 px-4">工业经验不足</td>
|
||
<td class="py-3 px-4">未单独估值</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-slate-800/50 p-4 rounded-lg border-l-4 border-green-500">
|
||
<h4 class="font-semibold mb-2 text-green-400">印证</h4>
|
||
<p>富士康实训视频显示多机协同搬运15kg箱体，与路演描述一致</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg border-l-4 border-red-500">
|
||
<h4 class="font-semibold mb-2 text-red-400">矛盾</h4>
|
||
<p>部分研报预测2025年5000台交付，但公司指引1000-2000台（产能瓶颈）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card rounded-xl p-6 mb-8 shadow-xl">
|
||
<h2 class="text-2xl font-bold mb-4 text-red-400">潜在风险与挑战</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-slate-800/50 p-4 rounded-lg">
|
||
<h3 class="text-lg font-semibold mb-2 text-red-400">技术风险</h3>
|
||
<p>灵巧手6维力传感器仍依赖进口（单价1万+），国产替代进度未知</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg">
|
||
<h3 class="text-lg font-semibold mb-2 text-red-400">商业化风险</h3>
|
||
<p>客户要求效率达人工80%（当前65%），算法优化需1-2年（路演）</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg">
|
||
<h3 class="text-lg font-semibold mb-2 text-red-400">竞争风险</h3>
|
||
<p>华为合作可能分流订单（华为自有工厂优先）</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg">
|
||
<h3 class="text-lg font-semibold mb-2 text-red-400">信息矛盾</h3>
|
||
<p>2024年12月一致行动人解除引发股价单日-33%，但大股东承诺1年内不减持（海通路演）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card rounded-xl p-6 mb-8 shadow-xl">
|
||
<h2 class="text-2xl font-bold mb-4 text-green-400">综合结论与投资启示</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3 text-purple-400">阶段判断</h3>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg border-l-4 border-green-500">
|
||
<p class="text-lg">处于<span class="font-bold text-green-400">商业化拐点</span>，2025年订单兑现将决定是主题炒作还是基本面驱动</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3 text-purple-400">投资方向</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-slate-800/50 p-4 rounded-lg border-l-4 border-blue-500">
|
||
<h4 class="font-semibold mb-1">优必选本体（港股9880）</h4>
|
||
<p><span class="font-bold text-green-400">订单催化+成本下降</span>双击，目标价看2025年25倍PS（对应500亿市值）</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg border-l-4 border-purple-500">
|
||
<h4 class="font-semibold mb-1">上游供应链</h4>
|
||
<p><span class="font-bold text-green-400">绿的谐波</span>（减速器龙头）、<span class="font-bold text-green-400">奥比中光</span>（3D视觉稀缺标的）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3 text-purple-400">跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-slate-800/50 p-4 rounded-lg text-center">
|
||
<h4 class="font-bold text-blue-400 mb-1">2024Q4交付数据</h4>
|
||
<p>比亚迪/极氪验收通过率</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg text-center">
|
||
<h4 class="font-bold text-blue-400 mb-1">成本曲线</h4>
|
||
<p>关节降价幅度（2025年目标<span class="font-bold text-green-400">20万/台</span>）</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg text-center">
|
||
<h4 class="font-bold text-blue-400 mb-1">政策补贴</h4>
|
||
<p>北京/深圳试点工厂落地数量</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<div class="card rounded-xl p-6 shadow-xl">
|
||
<h2 class="text-2xl font-bold mb-4 text-blue-400">关联股票</h2>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="py-3 px-4 text-left">股票名称</th>
|
||
<th class="py-3 px-4 text-left">关系类型</th>
|
||
<th class="py-3 px-4 text-left">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-bold text-blue-400">天奇股份</td>
|
||
<td class="py-3 px-4"><span class="badge badge-purple">合资机器人</span></td>
|
||
<td class="py-3 px-4">港股优必选盘中一度涨超40%，传供货比亚迪</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-bold text-blue-400">珠城科技</td>
|
||
<td class="py-3 px-4"><span class="badge badge-blue">供应商</span></td>
|
||
<td class="py-3 px-4">港股优必选盘中一度涨超40%，传供货比亚迪</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-bold text-blue-400">奥比中光</td>
|
||
<td class="py-3 px-4"><span class="badge badge-blue">供应商</span></td>
|
||
<td class="py-3 px-4">港股优必选盘中一度涨超40%，传供货比亚迪</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-bold text-blue-400">世运电路</td>
|
||
<td class="py-3 px-4"><span class="badge badge-blue">供应商</span></td>
|
||
<td class="py-3 px-4">港股优必选盘中一度涨超40%，传供货比亚迪</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-bold text-blue-400">奥迪威</td>
|
||
<td class="py-3 px-4"><span class="badge badge-blue">供应商</span></td>
|
||
<td class="py-3 px-4">港股优必选盘中一度涨超40%，传供货比亚迪</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-bold text-blue-400">绿的谐波</td>
|
||
<td class="py-3 px-4"><span class="badge badge-blue">供应商</span></td>
|
||
<td class="py-3 px-4">港股优必选盘中一度涨超40%，传供货比亚迪</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-bold text-blue-400">三花智控</td>
|
||
<td class="py-3 px-4"><span class="badge badge-blue">供应商</span></td>
|
||
<td class="py-3 px-4">港股优必选盘中一度涨超40%，传供货比亚迪</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-bold text-blue-400">瑞芯微</td>
|
||
<td class="py-3 px-4"><span class="badge badge-blue">供应商</span></td>
|
||
<td class="py-3 px-4">港股优必选盘中一度涨超40%，传供货比亚迪</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-bold text-blue-400">详鑫科技</td>
|
||
<td class="py-3 px-4"><span class="badge badge-blue">供应商</span></td>
|
||
<td class="py-3 px-4">港股优必选盘中一度涨超40%，传供货比亚迪</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-bold text-blue-400">伟创电气</td>
|
||
<td class="py-3 px-4"><span class="badge badge-blue">供应商</span></td>
|
||
<td class="py-3 px-4">港股优必选盘中一度涨超40%，传供货比亚迪</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-bold text-blue-400">昊志机电</td>
|
||
<td class="py-3 px-4"><span class="badge badge-green">合作关系</span></td>
|
||
<td class="py-3 px-4">港股优必选盘中一度涨超40%，传供货比亚迪</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-bold text-blue-400">德昌股份</td>
|
||
<td class="py-3 px-4"><span class="badge badge-green">合作关系</span></td>
|
||
<td class="py-3 px-4">港股优必选盘中一度涨超40%，传供货比亚迪</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-bold text-blue-400">广和通</td>
|
||
<td class="py-3 px-4"><span class="badge badge-green">合作关系</span></td>
|
||
<td class="py-3 px-4">港股优必选盘中一度涨超40%，传供货比亚迪</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-bold text-blue-400">鲁泰A</td>
|
||
<td class="py-3 px-4"><span class="badge badge-yellow">参股</span></td>
|
||
<td class="py-3 px-4">港股优必选盘中一度涨超40%，传供货比亚迪</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-bold text-blue-400">居然之家</td>
|
||
<td class="py-3 px-4"><span class="badge badge-yellow">参股</span></td>
|
||
<td class="py-3 px-4">港股优必选盘中一度涨超40%，传供货比亚迪</td>
|
||
</tr>
|
||
<tr class="hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-bold text-blue-400">科大讯飞</td>
|
||
<td class="py-3 px-4"><span class="badge badge-yellow">参股</span></td>
|
||
<td class="py-3 px-4">港股优必选盘中一度涨超40%，传供货比亚迪</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("tsparticles", {
|
||
fpsLimit: 60,
|
||
particles: {
|
||
color: {
|
||
value: "#3b82f6"
|
||
},
|
||
links: {
|
||
color: "#3b82f6",
|
||
distance: 150,
|
||
enable: true,
|
||
opacity: 0.3,
|
||
width: 1
|
||
},
|
||
move: {
|
||
direction: "none",
|
||
enable: true,
|
||
outModes: {
|
||
default: "bounce"
|
||
},
|
||
random: false,
|
||
speed: 1,
|
||
straight: false
|
||
},
|
||
number: {
|
||
density: {
|
||
enable: true,
|
||
area: 800
|
||
},
|
||
value: 80
|
||
},
|
||
opacity: {
|
||
value: 0.3
|
||
},
|
||
shape: {
|
||
type: "circle"
|
||
},
|
||
size: {
|
||
value: { min: 1, max: 3 }
|
||
}
|
||
},
|
||
detectRetina: true
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |