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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>Robotaxi概念分析报告</title>
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" 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">
<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
<style>
body {
font-family: 'Inter', sans-serif;
background: linear-gradient(135deg, #1a2a6c, #2c3e50);
color: #ffffff;
min-height: 100vh;
}
.card {
background: rgba(255, 255, 255, 0.1);
backdrop-filter: blur(10px);
border: 1px solid rgba(255, 255, 255, 0.2);
box-shadow: 0 8px 32px 0 rgba(31, 38, 135, 0.37);
}
.timeline-item {
position: relative;
padding-left: 30px;
}
.timeline-item:before {
content: "";
position: absolute;
left: 0;
top: 8px;
width: 12px;
height: 12px;
border-radius: 50%;
background: #3b82f6;
}
.timeline-item:after {
content: "";
position: absolute;
left: 5px;
top: 20px;
width: 2px;
height: calc(100% + 10px);
background: rgba(59, 130, 246, 0.5);
}
.timeline-item:last-child:after {
display: none;
}
.table-responsive {
overflow-x: auto;
}
.gradient-text {
background: linear-gradient(90deg, #3b82f6, #8b5cf6);
-webkit-background-clip: text;
-webkit-text-fill-color: transparent;
}
.highlight-box {
background: rgba(59, 130, 246, 0.2);
border-left: 4px solid #3b82f6;
}
.risk-box {
background: rgba(239, 68, 68, 0.2);
border-left: 4px solid #ef4444;
}
.opportunity-box {
background: rgba(16, 185, 129, 0.2);
border-left: 4px solid #10b981;
}
</style>
</head>
<body class="p-4 md:p-8">
<div class="max-w-7xl mx-auto">
<!-- 标题部分 -->
<div class="text-center mb-12">
<h1 class="text-4xl md:text-5xl font-bold mb-4 gradient-text">Robotaxi概念分析报告</h1>
<p class="text-xl text-blue-200">自动驾驶的iPhone时刻商业化前夜的投资机遇</p>
</div>
<!-- 概念事件时间轴 -->
<div class="card rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 text-blue-300 flex items-center">
<i class="fas fa-clock mr-3"></i>概念事件时间轴
</h2>
<div class="space-y-6">
<div class="timeline-item">
<div class="font-bold text-blue-300">2024-09-26</div>
<div>特斯拉向媒体发出"We, Robot"发布会邀请预告10月10日将发布Robotaxi原型车Cybercab。</div>
</div>
<div class="timeline-item">
<div class="font-bold text-blue-300">2024-10-10</div>
<div>特斯拉正式发布Cybercab无方向盘/踏板,目标成本<3万美元2026年量产同步推出Robovan</div>
</div>
<div class="timeline-item">
<div class="font-bold text-blue-300">2025-06-22</div>
<div>特斯拉在德州奥斯汀启动首次付费试运营20-30辆Model Y4.2美元/单0接管</div>
</div>
<div class="timeline-item">
<div class="font-bold text-blue-300">2025-05-31</div>
<div>深圳发布《智能网联汽车道路测试技术指引》为L4/L5开放最宽松政策。</div>
</div>
<div class="timeline-item">
<div class="font-bold text-blue-300">2025-Q1</div>
<div>萝卜快跑完成140万次出行日均1.56万单小马智行目标年底部署1000辆车实现盈亏平衡。</div>
</div>
</div>
</div>
<!-- 核心观点摘要 -->
<div class="card rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 text-blue-300 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-6">
<div class="highlight-box p-4 rounded-lg">
<h3 class="font-bold text-lg mb-2">阶段判断</h3>
<p>Robotaxi正处于"政策-技术-成本"三重拐点叠加的<strong>商业化前夜</strong>2025-2026年将是规模化落地元年。</p>
</div>
<div class="highlight-box p-4 rounded-lg">
<h3 class="font-bold text-lg mb-2">核心驱动力</h3>
<p><strong>单车成本降至20万元以下</strong>百度RT6+ <strong>政策开放50+城市试点</strong>+ <strong>特斯拉FSD验证纯视觉路线</strong></p>
</div>
<div class="highlight-box p-4 rounded-lg">
<h3 class="font-bold text-lg mb-2">未来潜力</h3>
<p>2030年中国市场规模<strong>4888亿元</strong>Frost预测若成本降至0.7元/公里,将触发对出租车/网约车的<strong>全面替代</strong></p>
</div>
</div>
</div>
<!-- 概念核心逻辑与市场认知分析 -->
<div class="card rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 text-blue-300 flex items-center">
<i class="fas fa-chart-line mr-3"></i>概念核心逻辑与市场认知分析
</h2>
<div class="overflow-x-auto">
<table class="min-w-full">
<thead>
<tr class="border-b border-blue-400">
<th class="text-left py-3 px-4">维度</th>
<th class="text-left py-3 px-4">市场共识</th>
<th class="text-left py-3 px-4">预期差</th>
</tr>
</thead>
<tbody>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">技术成熟度</td>
<td class="py-3 px-4">激光雷达+高精地图为主流(萝卜快跑、小马智行)</td>
<td class="py-3 px-4"><strong>特斯拉纯视觉方案已验证</strong>德州试运营0接管成本仅为激光雷达方案的<strong>1/3</strong></td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">成本下降速度</td>
<td class="py-3 px-4">2026年成本打平有人驾驶2元/公里)</td>
<td class="py-3 px-4"><strong>实际更快</strong>百度RT6前装量产成本已降至<strong>20万元</strong>2024年48万→2025年20万</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">政策开放节奏</td>
<td class="py-3 px-4">一线城市谨慎试点</td>
<td class="py-3 px-4"><strong>二线城市激进</strong>:武汉/重庆已开放<strong>3000平方公里</strong>全域测试,发放<strong>1000+牌照</strong></td>
</tr>
<tr>
<td class="py-3 px-4 font-medium">商业化进度</td>
<td class="py-3 px-4">2027年规模化</td>
<td class="py-3 px-4"><strong>头部企业提前</strong>:小马智行<strong>2025年底1000辆车盈亏平衡</strong>,萝卜快跑<strong>武汉已盈利</strong></td>
</tr>
</tbody>
</table>
</div>
<div class="mt-4 p-4 bg-yellow-900 bg-opacity-30 rounded-lg">
<p class="font-bold text-yellow-300">市场情绪</p>
<p>研报密集度Q2-Q3环比上升300%,但路演显示<strong>安全员人车比仍高达1:3</strong>(政策强制),实际全无人化进度<strong>低于预期</strong></p>
</div>
</div>
<!-- 关键催化剂与路径 -->
<div class="card rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 text-blue-300 flex items-center">
<i class="fas fa-rocket mr-3"></i>关键催化剂与路径
</h2>
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
<div>
<h3 class="text-xl font-bold mb-4 text-purple-300">时间窗口催化剂</h3>
<div class="space-y-4">
<div class="opportunity-box p-4 rounded-lg">
<div class="font-bold text-green-300">2025-Q3</div>
<div>特斯拉Cybercab量产线启动德州工厂验证<strong>无方向盘车型</strong>法规豁免进度</div>
</div>
<div class="opportunity-box p-4 rounded-lg">
<div class="font-bold text-green-300">2025-Q4</div>
<div>北京/上海开放<strong>主城区全无人运营</strong>(当前仅限郊区),政策突破信号</div>
</div>
<div class="opportunity-box p-4 rounded-lg">
<div class="font-bold text-green-300">2026-H1</div>
<div><strong>成本临界点</strong>:激光雷达降至<strong>2000元/颗</strong>(速腾聚创指引),整车成本<15万元</div>
</div>
<div class="opportunity-box p-4 rounded-lg">
<div class="font-bold text-green-300">2026-H2</div>
<div><strong>商业模式跑通</strong>:头部企业单车日均<strong>25单</strong>当前20单毛利率转正</div>
</div>
</div>
</div>
<div>
<h3 class="text-xl font-bold mb-4 text-purple-300">长期发展路径</h3>
<div class="space-y-4">
<div class="timeline-item">
<div class="font-bold text-purple-300">2025-2026</div>
<div>政策试点扩容20城→50城成本打平有人驾驶</div>
</div>
<div class="timeline-item">
<div class="font-bold text-purple-300">2027-2028</div>
<div>C2C共享模式爆发特斯拉车主共享车队</div>
</div>
<div class="timeline-item">
<div class="font-bold text-purple-300">2029-2030</div>
<div>渗透率30%+,市场规模破万亿,头部企业盈利千亿级</div>
</div>
</div>
</div>
</div>
</div>
<!-- 产业链与核心公司 -->
<div class="card rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 text-blue-300 flex items-center">
<i class="fas fa-network-wired mr-3"></i>产业链与核心公司
</h2>
<div class="mb-6">
<h3 class="text-xl font-bold mb-3 text-purple-300">产业链图谱</h3>
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
<div class="bg-blue-900 bg-opacity-30 p-4 rounded-lg">
<h4 class="font-bold text-blue-300 mb-2">上游</h4>
<p>激光雷达(禾赛/速腾)、芯片(地平线/英伟达)、线控底盘(伯特利)</p>
</div>
<div class="bg-purple-900 bg-opacity-30 p-4 rounded-lg">
<h4 class="font-bold text-purple-300 mb-2">中游</h4>
<p>整车(特斯拉/比亚迪/广汽)、域控(德赛西威/经纬恒润)</p>
</div>
<div class="bg-indigo-900 bg-opacity-30 p-4 rounded-lg">
<h4 class="font-bold text-indigo-300 mb-2">下游</h4>
<p>运营平台(萝卜快跑/小马智行/如祺出行)</p>
</div>
</div>
</div>
<div>
<h3 class="text-xl font-bold mb-3 text-purple-300">核心玩家对比</h3>
<div class="overflow-x-auto">
<table class="min-w-full">
<thead>
<tr class="border-b border-purple-400">
<th class="text-left py-3 px-4">公司</th>
<th class="text-left py-3 px-4">技术路线</th>
<th class="text-left py-3 px-4">车队规模</th>
<th class="text-left py-3 px-4">盈亏平衡</th>
<th class="text-left py-3 px-4">风险点</th>
</tr>
</thead>
<tbody>
<tr class="border-b border-purple-400 border-opacity-30">
<td class="py-3 px-4 font-medium">特斯拉</td>
<td class="py-3 px-4">纯视觉+FSD</td>
<td class="py-3 px-4">2025年<strong>数千辆</strong></td>
<td class="py-3 px-4">2026年单车盈利8.6万</td>
<td class="py-3 px-4">法规豁免进度<strong>低于预期</strong></td>
</tr>
<tr class="border-b border-purple-400 border-opacity-30">
<td class="py-3 px-4 font-medium">百度萝卜快跑</td>
<td class="py-3 px-4">激光雷达+高精地图</td>
<td class="py-3 px-4"><strong>1000+辆</strong>(武汉)</td>
<td class="py-3 px-4">2025年武汉已盈利</td>
<td class="py-3 px-4"><strong>高精地图成本刚性</strong></td>
</tr>
<tr class="border-b border-purple-400 border-opacity-30">
<td class="py-3 px-4 font-medium">小马智行</td>
<td class="py-3 px-4">多传感器融合</td>
<td class="py-3 px-4"><strong>400辆→1000辆</strong></td>
<td class="py-3 px-4">2025年底盈亏平衡</td>
<td class="py-3 px-4"><strong>安全员成本占比30%</strong></td>
</tr>
<tr>
<td class="py-3 px-4 font-medium">如祺出行</td>
<td class="py-3 px-4">混合运营(有人+无人)</td>
<td class="py-3 px-4"><strong>300辆</strong>(广州)</td>
<td class="py-3 px-4">2026年盈利</td>
<td class="py-3 px-4"><strong>区域扩张依赖广汽</strong></td>
</tr>
</tbody>
</table>
</div>
</div>
<div class="mt-4 grid grid-cols-1 md:grid-cols-2 gap-4">
<div class="p-4 bg-green-900 bg-opacity-30 rounded-lg">
<p class="font-bold text-green-300">验证与证伪</p>
<p><strong>速腾聚创</strong>路演显示激光雷达出货量<strong>Q2环比+50%</strong>但ASP降至<strong>2600元/颗</strong>(印证降本逻辑)。</p>
</div>
<div class="p-4 bg-yellow-900 bg-opacity-30 rounded-lg">
<p class="font-bold text-yellow-300">验证与证伪</p>
<p><strong>德赛西威</strong>域控订单<strong>Q3同比+80%</strong>但毛利率下滑5pct规模效应未完全抵消价格战</p>
</div>
</div>
</div>
<!-- 潜在风险与挑战 -->
<div class="card rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 text-blue-300 flex items-center">
<i class="fas fa-exclamation-triangle mr-3"></i>潜在风险与挑战
</h2>
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
<div class="risk-box p-4 rounded-lg">
<h3 class="font-bold text-lg mb-2 text-red-300">技术瓶颈</h3>
<p>暴雨天气纯视觉误判率<strong>0.5%</strong>(特斯拉德州测试数据),长尾场景仍需安全员兜底</p>
</div>
<div class="risk-box p-4 rounded-lg">
<h3 class="font-bold text-lg mb-2 text-red-300">商业化风险</h3>
<p>用户接受度:罗兰贝格调研仅<strong>35%</strong>用户愿为Robotaxi支付溢价</p>
</div>
<div class="risk-box p-4 rounded-lg">
<h3 class="font-bold text-lg mb-2 text-red-300">政策风险</h3>
<p>北京/上海主城区开放进度<strong>慢于预期</strong>当前仅限郊区50平方公里</p>
</div>
<div class="risk-box p-4 rounded-lg">
<h3 class="font-bold text-lg mb-2 text-red-300">信息矛盾</h3>
<p>特斯拉宣称2025年百万车队但德州试点仅<strong>20-30辆</strong><strong>实际扩张速度存疑</strong></p>
</div>
</div>
</div>
<!-- 综合结论与投资启示 -->
<div class="card rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 text-blue-300 flex items-center">
<i class="fas fa-flag-checkered mr-3"></i>综合结论与投资启示
</h2>
<div class="mb-6 p-4 bg-gradient-to-r from-blue-900 to-purple-900 rounded-lg">
<p class="font-bold text-xl mb-2">阶段判断</p>
<p>处于<strong>主题炒作向基本面驱动过渡期</strong>2025-2026年订单/成本数据将验证商业化可行性。</p>
</div>
<div class="mb-6">
<h3 class="text-xl font-bold mb-4 text-purple-300">高价值环节</h3>
<div class="space-y-4">
<div class="opportunity-box p-4 rounded-lg">
<div class="font-bold text-green-300">1. 激光雷达降本主线</div>
<div><strong>速腾聚创</strong>市占率40%+ASP年降30%</div>
</div>
<div class="opportunity-box p-4 rounded-lg">
<div class="font-bold text-green-300">2. 域控放量主线</div>
<div><strong>德赛西威</strong>(绑定比亚迪/理想2025年Robotaxi域控出货<strong>10万套</strong></div>
</div>
<div class="opportunity-box p-4 rounded-lg">
<div class="font-bold text-green-300">3. 运营平台主线</div>
<div><strong>如祺出行</strong>(国资背景+大湾区垄断2025年港股通催化</div>
</div>
</div>
</div>
<div>
<h3 class="text-xl font-bold mb-4 text-purple-300">关键跟踪指标</h3>
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
<div class="bg-blue-900 bg-opacity-30 p-4 rounded-lg">
<div class="font-bold text-blue-300 mb-2">单车日均订单</div>
<div>验证需求:头部企业需突破<strong>25单/天</strong></div>
</div>
<div class="bg-purple-900 bg-opacity-30 p-4 rounded-lg">
<div class="font-bold text-purple-300 mb-2">安全员人车比</div>
<div>验证成本:政策允许降至<strong>1:10</strong>以下</div>
</div>
<div class="bg-indigo-900 bg-opacity-30 p-4 rounded-lg">
<div class="font-bold text-indigo-300 mb-2">激光雷达ASP</div>
<div>验证降本2025年需跌破<strong>2000元/颗</strong></div>
</div>
</div>
</div>
<div class="mt-6 p-4 bg-gradient-to-r from-green-900 to-teal-900 rounded-lg">
<p class="font-bold text-xl mb-2">结论</p>
<p>Robotaxi不是"下一个共享充电宝",而是<strong>自动驾驶的iPhone时刻</strong>。当前需紧盯<strong>成本曲线</strong><strong>政策开放节奏</strong>2025年Q4将是多空决战窗口。</p>
</div>
</div>
<!-- 关联股票数据 -->
<div class="card rounded-xl p-6">
<h2 class="text-2xl font-bold mb-6 text-blue-300 flex items-center">
<i class="fas fa-chart-bar mr-3"></i>关联股票数据
</h2>
<div class="table-responsive">
<table class="min-w-full">
<thead>
<tr class="border-b border-blue-400">
<th class="text-left py-3 px-4">股票名称</th>
<th class="text-left py-3 px-4">市占率</th>
<th class="text-left py-3 px-4">进度</th>
<th class="text-left py-3 px-4">营收</th>
<th class="text-left py-3 px-4">激光雷达</th>
<th class="text-left py-3 px-4">销量</th>
<th class="text-left py-3 px-4">出货量</th>
<th class="text-left py-3 px-4">数量</th>
<th class="text-left py-3 px-4">项目</th>
<th class="text-left py-3 px-4">产业链</th>
<th class="text-left py-3 px-4">原因</th>
</tr>
</thead>
<tbody>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">东软集团</td>
<td class="py-3 px-4">T-BOX市占率东软集团 > 高新兴 > 经纬恒润</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">在T-BOX领域市场份额领先</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">高新兴</td>
<td class="py-3 px-4">T-BOX市占率东软集团 > 高新兴 > 经纬恒润</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">在T-BOX领域市场份额居前</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">经纬恒润</td>
<td class="py-3 px-4">T-BOX市占率东软集团 > 高新兴 > 经纬恒润</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">在T-BOX领域市场份额位列第三</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">华域汽车</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">毫米波雷达进度:华域汽车 > 德赛西威 > 亚太股份 > 神通科技 > 万集科技</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">毫米波雷达研发进度领先</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">德赛西威</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">毫米波雷达进度:华域汽车 > 德赛西威 > 亚太股份 > 神通科技 > 万集科技</td>
<td class="py-3 px-4">智能座舱营收:德赛西威 > 索菱股份 > 路畅科技</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">毫米波雷达进度居前且智能座舱营收领先</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">亚太股份</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">毫米波雷达进度:华域汽车 > 德赛西威 > 亚太股份 > 神通科技 > 万集科技</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">毫米波雷达研发进度位列第三</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">神通科技</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">毫米波雷达进度:华域汽车 > 德赛西威 > 亚太股份 > 神通科技 > 万集科技</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">毫米波雷达研发进度位列第四</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">万集科技</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">毫米波雷达进度:华域汽车 > 德赛西威 > 亚太股份 > 神通科技 > 万集科技</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">激光雷达合作方:万集科技</td>
<td class="py-3 px-4">OBU销量万集科技 > 金溢科技 > 华铭智能</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">毫米波雷达进度垫底但参与激光雷达和OBU领域</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">索菱股份</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">智能座舱营收:德赛西威 > 索菱股份 > 路畅科技</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">智能座舱营收位列第二</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">路畅科技</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">智能座舱营收:德赛西威 > 索菱股份 > 路畅科技</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">智能座舱营收位列第三</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">金溢科技</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">OBU销量万集科技 > 金溢科技 > 华铭智能</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">OBU销量位列第二</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">华铭智能</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">OBU销量万集科技 > 金溢科技 > 华铭智能</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">OBU销量位列第三</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">联创电子</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">车载镜头出货量:联创电子 > 欧菲光 > 宇瞳光学(供货比亚迪 吉利)联创光电(广汽 长城)</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">车载镜头出货量领先且供货多家车企</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">欧菲光</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">车载镜头出货量:联创电子 > 欧菲光 > 宇瞳光学(供货比亚迪 吉利)联创光电(广汽 长城)</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">车载镜头出货量位列第二</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">宇瞳光学</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">车载镜头出货量:联创电子 > 欧菲光 > 宇瞳光学(供货比亚迪 吉利)联创光电(广汽 长城)</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">供货比亚迪和吉利</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">联创光电</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">车载镜头出货量:联创电子 > 欧菲光 > 宇瞳光学(供货比亚迪 吉利)联创光电(广汽 长城)</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">供货广汽和长城</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">力鼎光电</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">车载镜头出货量:力鼎光电 蓝特光学(舜宇光学)</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">参与车载镜头出货</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">蓝特光学</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">车载镜头出货量:力鼎光电 蓝特光学(舜宇光学)</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">舜宇光学旗下企业参与车载镜头出货</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">大众交通</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">出租车数量:大众交通 > 交运股份 > 南京公用 > 江西长运 > 龙江交通 > 锦江在线 > 浙商中拓 > 天宸股份</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">出租车数量领先</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">交运股份</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">出租车数量:大众交通 > 交运股份 > 南京公用 > 江西长运 > 龙江交通 > 锦江在线 > 浙商中拓 > 天宸股份</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">出租车数量位列第二</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">南京公用</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">出租车数量:大众交通 > 交运股份 > 南京公用 > 江西长运 > 龙江交通 > 锦江在线 > 浙商中拓 > 天宸股份</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">出租车数量位列第三</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">江西长运</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">出租车数量:大众交通 > 交运股份 > 南京公用 > 江西长运 > 龙江交通 > 锦江在线 > 浙商中拓 > 天宸股份</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">出租车数量位列第四</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">龙江交通</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">出租车数量:大众交通 > 交运股份 > 南京公用 > 江西长运 > 龙江交通 > 锦江在线 > 浙商中拓 > 天宸股份</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">出租车数量位列第五</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">锦江在线</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">出租车数量:大众交通 > 交运股份 > 南京公用 > 江西长运 > 龙江交通 > 锦江在线 > 浙商中拓 > 天宸股份</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">出租车数量位列第六</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">浙商中拓</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">出租车数量:大众交通 > 交运股份 > 南京公用 > 江西长运 > 龙江交通 > 锦江在线 > 浙商中拓 > 天宸股份</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">出租车数量位列第七</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">天宸股份</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">出租车数量:大众交通 > 交运股份 > 南京公用 > 江西长运 > 龙江交通 > 锦江在线 > 浙商中拓 > 天宸股份</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">出租车数量位列第八</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">协鑫能科</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">百度阿波罗合作布局第六代量产无人车</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">与百度阿波罗合作开发第六代无人车</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">北汽蓝谷</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">萝卜快跑极狐车型是百度Apollo第五代L4级自动驾驶量产车型</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">极狐车型搭载百度Apollo第五代L4级自动驾驶技术</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">金龙客车</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">百度Apollo联合金龙推首款L4级自动驾驶中巴</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">与百度Apollo合作推出L4级自动驾驶中巴</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">江铃汽车</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">文远知行合作方</td>
<td class="py-3 px-4">与文远知行合作</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">宇通重工</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">文远知行合作方</td>
<td class="py-3 px-4">与文远知行合作</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">穗恒运A</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">文远知行合作方</td>
<td class="py-3 px-4">与文远知行合作</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">晶瑞电材</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">文远知行合作方</td>
<td class="py-3 px-4">与文远知行合作</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">祥鑫科技</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">小马智行合作方</td>
<td class="py-3 px-4">与小马智行合作</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">中国电研</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">小马智行合作方</td>
<td class="py-3 px-4">与小马智行合作</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">飞荣达</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">小马智行合作方</td>
<td class="py-3 px-4">与小马智行合作</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">昆仑万维</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">小马智行合作方</td>
<td class="py-3 px-4">与小马智行合作</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">今创集团</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">蘑菇车联合作方</td>
<td class="py-3 px-4">与蘑菇车联合作</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">易华录</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">蘑菇车联合作方</td>
<td class="py-3 px-4">与蘑菇车联合作</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">国机汽车</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">滴滴合作方</td>
<td class="py-3 px-4">与滴滴合作</td>
</tr>
<tr class="border-b border-blue-400 border-opacity-30">
<td class="py-3 px-4 font-medium">美力科技</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">滴滴合作方</td>
<td class="py-3 px-4">与滴滴合作</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium">三丰智能</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">滴滴合作方</td>
<td class="py-3 px-4">与滴滴合作</td>
</tr>
</tbody>
</table>
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