422 lines
28 KiB
HTML
422 lines
28 KiB
HTML
<!DOCTYPE html>
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<title>小鹏汇天供应商 - 深度投研报告</title>
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<div class="glow-effect glow-2"></div>
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<div class="container mx-auto p-4 md:p-8 space-y-8 md:space-y-12">
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<!-- Header -->
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<header class="text-center py-8">
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<h1 class="fui-title text-4xl md:text-6xl font-bold text-white tracking-widest">小鹏汇天供应商</h1>
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<p class="mt-4 text-lg text-blue-300">深度投研报告</p>
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<div class="mt-6 text-xs text-gray-500 max-w-2xl mx-auto p-2 border border-gray-700 rounded-lg bg-black bg-opacity-20">
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<p>由 北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
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<p>本报告为AI合成数据，据此投资，风险自担。</p>
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</div>
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</header>
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<!-- Insight Section -->
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<main class="glass-card p-6 md:p-10 space-y-8">
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<h2 class="fui-title text-3xl font-bold text-center text-blue-200">【 概念Insight：小鹏汇天供应商 】</h2>
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<section>
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<h3 class="text-xl font-bold text-cyan-300 border-l-4 border-cyan-400 pl-4 mb-4">0. 概念事件与时间轴</h3>
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<p class="text-gray-300 leading-relaxed">
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“小鹏汇天供应商”概念的形成与发酵，源于小鹏汇天作为低空经济领域的明星企业，其从原型机研发向量产迈进过程中的一系列关键事件，标志着其产业链从模糊走向清晰，为资本市场提供了明确的投资标的。随着技术路线确立、供应商密集“官宣”、以及获得中东600台订单和“陆地航母”生产许可申请受理等商业化催化，该概念已从模糊预期转变为有具体公司、订单和量产时间表的投资主线。
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</p>
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</section>
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<section>
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<h3 class="text-xl font-bold text-cyan-300 border-l-4 border-cyan-400 pl-4 mb-4">1. 核心观点摘要</h3>
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<p class="text-gray-300 font-light text-lg bg-gray-900 bg-opacity-30 p-4 rounded-lg">
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“小鹏汇天供应商”概念正处于从 <strong class="text-yellow-300">0到1</strong> 的关键爆发前期，其核心驱动力在于<strong class="text-yellow-300">复用成熟的汽车供应链体系以加速eVTOL的商业化进程</strong>。当前市场热度高涨，但认知主要停留在“点状”的供应商公告上，而忽略了其“链式”协同的战略本质。未来，该概念的价值将由小鹏汇天的<strong class="text-yellow-300">适航取证进度</strong>和<strong class="text-yellow-300">量产交付能力</strong>直接决定。
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</p>
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</section>
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<section>
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<h3 class="text-xl font-bold text-cyan-300 border-l-4 border-cyan-400 pl-4 mb-4">2. 核心逻辑与市场认知分析</h3>
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<ul class="space-y-4 text-gray-300">
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<li><strong><span class="text-blue-300">核心驱动力：汽车供应链的降维赋能</span></strong><p class="pl-4 text-sm text-gray-400 leading-relaxed">根本逻辑并非单纯的技术突破，而是商业模式的创新——利用小鹏汽车成熟、庞大且经过市场验证的供应链体系，对全新的eVTOL产业进行“降维打击”。这在成本控制、质量可靠性及研发效率上提供了巨大优势。</p></li>
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<li><strong><span class="text-blue-300">市场热度与情绪：高度乐观，聚焦“订单实锤”</span></strong><p class="pl-4 text-sm text-gray-400 leading-relaxed">市场对“0→1的订单突破”反应极为热烈，任何公司公告与小鹏汇天达成合作都能迅速获得市场追捧，这是对新兴产业初期龙头供应链的典型价值发现过程。</p></li>
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<li><strong><span class="text-blue-300">预期差分析：从“供应商”到“生态伙伴”的认知升维</span></strong><p class="pl-4 text-sm text-gray-400 leading-relaxed">市场普遍将供应商视为独立的零部件提供商，但潜在现实是小鹏汇天正构建一个深度绑定的“生态联盟”，包括代工（如拓普集团）、产能合作（广州开发区）和内部技术支持。市场可能忽略了平台化、模块化供应的Tier 1巨头的核心价值。</p></li>
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</ul>
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</section>
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<section>
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<h3 class="text-xl font-bold text-cyan-300 border-l-4 border-cyan-400 pl-4 mb-4">3. 关键催化剂与未来发展路径</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="bg-gray-900 bg-opacity-30 p-4 rounded-lg">
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<h4 class="font-semibold text-blue-300 mb-2">近期催化剂 (3-6个月)</h4>
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<ul class="list-disc list-inside text-sm text-gray-400 space-y-1">
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<li><strong>适航取证突破：</strong>TC（型号合格证）或PC（生产许可证）的正式获批。</li>
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<li><strong>首批订单交付：</strong>中东600台或国内订单的首次交付进展披露。</li>
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<li><strong>核心系统供应商官宣：</strong>航空级增程发动机、核心飞控系统等关键供应商确定。</li>
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</ul>
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</div>
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<div class="bg-gray-900 bg-opacity-30 p-4 rounded-lg">
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<h4 class="font-semibold text-blue-300 mb-2">长期发展路径</h4>
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<ul class="list-disc list-inside text-sm text-gray-400 space-y-1">
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<li><strong>初期 (24-26年):</strong> 小批量生产与市场验证，完成取证与首批交付。</li>
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<li><strong>中期 (26-28年):</strong> 规模化量产与成本下降，推动价格下探。</li>
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<li><strong>成熟期 (28年+):</strong> 生态构建与场景拓展，从C端走向B/G端。</li>
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</ul>
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</div>
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</div>
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</section>
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<section>
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<h3 class="text-xl font-bold text-cyan-300 border-l-4 border-cyan-400 pl-4 mb-4">4. 产业链与核心公司深度剖析</h3>
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<div class="bento-grid">
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<div class="glass-card p-4 col-span-1 md:col-span-2">
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<h4 class="font-bold text-lg text-blue-200 mb-2">领导者梯队 (高价值、高壁垒)</h4>
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<p class="text-sm text-gray-300"><strong>亿纬锂能 & 孚能科技:</strong> 动力电池是eVTOL的心脏，价值量最高、技术壁垒最强，逻辑最为纯粹关键。</p>
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<p class="mt-2 text-sm text-gray-300"><strong>广东鸿图:</strong> “一体化压铸”技术从汽车到飞行器的应用延伸，是轻量化核心解决方案，有望成为结构件龙头。</p>
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</div>
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<div class="glass-card p-4">
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<h4 class="font-bold text-lg text-blue-200 mb-2">追赶者/专精特新梯队</h4>
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<p class="text-sm text-gray-300"><strong>华阳集团 & 华安鑫创:</strong> 座舱航电系统，确定性较高的“技术平移”型标的。</p>
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<p class="mt-2 text-sm text-gray-300"><strong>威迈斯、松芝股份等:</strong> 标准或半定制化汽车零部件，风险较低，是供应链不可或缺的一环。</p>
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</div>
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<div class="glass-card p-4">
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<h4 class="font-bold text-lg text-blue-200 mb-2">潜在巨头</h4>
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<p class="text-sm text-gray-300"><strong>拓普集团:</strong> 路演中被点名为潜在代工厂。若属实，其角色将超越普通供应商，成为制造环节的核心合作伙伴，价值需重估。</p>
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</div>
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</div>
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</section>
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<section>
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<h3 class="text-xl font-bold text-cyan-300 border-l-4 border-cyan-400 pl-4 mb-4">5. 潜在风险与挑战</h3>
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<ul class="list-disc list-inside text-sm text-gray-300 space-y-2">
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<li><strong class="text-red-400">技术风险:</strong> 车规级不等于航空级，航空级可靠性、动力系统稳定性仍需大量验证。</li>
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<li><strong class="text-red-400">商业化风险:</strong> 百万级售价的市场接受度、成本下降速度、基础设施缺乏。</li>
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<li><strong class="text-red-400">政策与竞争风险:</strong> 适航审定不确定性是最大瓶颈，且全球及国内竞争日趋激烈。</li>
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<li><strong class="text-red-400">信息交叉验证风险:</strong> 市场可能混淆小鹏生态内合作关系（如宝钢股份是机器人项目），需仔细甄别。</li>
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</ul>
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</section>
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<section>
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<h3 class="text-xl font-bold text-cyan-300 border-l-4 border-cyan-400 pl-4 mb-4">6. 综合结论与投资启示</h3>
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<div class="bg-gray-900 bg-opacity-30 p-6 rounded-lg space-y-4">
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<p><strong>阶段判断：</strong>概念正从 <strong class="text-yellow-300">主题炒作阶段</strong> 向 <strong class="text-yellow-300">基本面驱动的早期阶段</strong> 过渡。标志是“定点开发通知书”的出现，业绩预期开始形成。</p>
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<div>
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<p class="font-semibold text-blue-300">最具投资价值的细分环节：</p>
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<ol class="list-decimal list-inside text-sm text-gray-400 mt-2 space-y-1">
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<li><strong>动力系统 (电池、电驱、增程器):</strong> 价值量最高，技术壁垒最强。</li>
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<li><strong>轻量化机体结构 (一体化压铸、复合材料):</strong> 技术门槛高，与新能源车趋势共振。</li>
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<li><strong>航电与飞控系统:</strong> 安全性的核心保障，具备技术迁移能力的供应商享受红利。</li>
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</ol>
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</div>
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<div>
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<p class="font-semibold text-blue-300">需重点跟踪和验证的关键指标：</p>
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<ul class="list-disc list-inside text-sm text-gray-400 mt-2 space-y-1">
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<li><strong>产品端:</strong> TC/PC适航证审批进度。</li>
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<li><strong>订单端:</strong> 交付进度和新增订单数量。</li>
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<li><strong>公司端:</strong> 供应商财报中相关业务的收入确认和毛利率水平。</li>
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<li><strong>产能端:</strong> 广州工厂的产能爬坡速度。</li>
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</ul>
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</div>
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</div>
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</section>
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</main>
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<!-- Supporting Evidence -->
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<div x-data="{ tab: 'news' }" class="glass-card p-6 md:p-8">
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<h2 class="fui-title text-3xl font-bold text-center text-blue-200 mb-6">核心数据源支撑</h2>
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<div class="tabs tabs-boxed justify-center bg-black bg-opacity-20">
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<a class="tab" :class="{ 'tab-active': tab === 'news' }" @click.prevent="tab = 'news'">新闻数据</a>
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<a class="tab" :class="{ 'tab-active': tab === 'roadshow' }" @click.prevent="tab = 'roadshow'">路演纪要</a>
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<a class="tab" :class="{ 'tab-active': tab === 'research' }" @click.prevent="tab = 'research'">研报精粹</a>
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</div>
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<div class="mt-6 space-y-4 min-h-[300px]">
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<div x-show="tab === 'news'" x-transition>
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<h4 class="text-lg font-semibold text-blue-300 mb-2">已明确的直接供应商</h4>
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<ul class="list-disc list-inside text-sm space-y-2 text-gray-300">
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<li><strong>亿纬锂能:</strong> 定点产品为下一代原理样机低压锂电池。</li>
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<li><strong>孚能科技:</strong> 定点产品为下一代原理样机的高压动力电池、高压及低压连接器。</li>
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<li><strong>溯联股份:</strong> 与小鹏汇天深度合作，拥有量产定点项目。</li>
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</ul>
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<h4 class="text-lg font-semibold text-blue-300 mt-4 mb-2">潜在/建议关注的产业链公司</h4>
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<p class="text-sm text-gray-400">发动机(东安动力)、电机轴承(光洋股份)、测试服务(中汽股份)、蒙皮(双一科技)、座椅(天成自控)等。</p>
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</div>
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<div x-show="tab === 'roadshow'" x-transition>
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<h4 class="text-lg font-semibold text-blue-300 mb-2">核心供应链战略</h4>
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<p class="text-sm text-gray-300 bg-gray-900 bg-opacity-30 p-3 rounded-lg">“<strong class="text-yellow-300">继承小鹏汽车的制造能力与供应链体系...</strong>汽车供应链的规模、成本优势可复用于...飞行器等新兴领域。”</p>
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<h4 class="text-lg font-semibold text-blue-300 mt-4 mb-2">关键合作信息</h4>
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<ul class="list-disc list-inside text-sm space-y-2 text-gray-300">
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<li><strong>直接点名代工方:</strong> <strong class="text-yellow-300">拓普集团</strong> 被作为小鹏现有合作厂商进行代工的例子。</li>
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<li><strong>生产合作伙伴:</strong> 与 <strong class="text-yellow-300">广州开发区</strong> 在产能规划方面展开合作（年产能2万-3万辆）。</li>
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<li><strong>内部技术供应:</strong> <strong class="text-yellow-300">小鹏汽车</strong> 自身为小鹏汇天提供增程平台等关键技术支持。</li>
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</ul>
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</div>
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<div x-show="tab === 'research'" x-transition>
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<h4 class="text-lg font-semibold text-blue-300 mb-2">直接提及的供应商/合作伙伴</h4>
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<ul class="list-disc list-inside text-sm space-y-2 text-gray-300">
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<li><strong>座舱显示系统供应商:</strong> 某公司（如华安鑫创）正式取得座舱显示系统终端等产品开发及供货资格。</li>
|
||
<li><strong>协同飞行企业:</strong> <strong>合利智能</strong> 参与了小鹏汇天城市低空飞行活动。</li>
|
||
</ul>
|
||
<h4 class="text-lg font-semibold text-blue-300 mt-4 mb-2">基于技术路线提及的潜在供应商</h4>
|
||
<p class="text-sm text-gray-400">小鹏汇天采用增程路线混动方案，研报列出的潜在供应商包括：</p>
|
||
<ul class="list-disc list-inside text-sm text-gray-400 space-y-1 mt-2">
|
||
<li><strong>发动机:</strong> ROTAX、林巴赫、中国航发、宗申航发等。</li>
|
||
<li><strong>电池:</strong> 宁德时代、亿纬锂能、孚能科技等。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- ECharts Visualization -->
|
||
<div class="glass-card p-6 md:p-8">
|
||
<h2 class="fui-title text-3xl font-bold text-center text-blue-200 mb-4">产业链生态可视化</h2>
|
||
<div id="echarts-container" style="width: 100%; height: 500px;"></div>
|
||
</div>
|
||
|
||
<!-- Stock Data Tables -->
|
||
<div class="space-y-8 md:space-y-12">
|
||
<div class="glass-card p-6 md:p-8">
|
||
<h2 class="fui-title text-3xl font-bold text-center text-blue-200 mb-6">核心关联标的</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>广东鸿图</td><td><a href="https://valuefrontier.cn/company?scode=002101" target="_blank" class="text-cyan-400 hover:underline">002101</a></td><td>手握小鹏汇天eVTOL结构件定点，预计2026下半年随陆地航母交付放量。</td></tr>
|
||
<tr><td>华阳集团</td><td><a href="https://valuefrontier.cn/company?scode=002906" target="_blank" class="text-cyan-400 hover:underline">002906</a></td><td>公司已获得小鹏汇天飞行汽车液晶仪表定点项目。</td></tr>
|
||
<tr><td>威迈斯</td><td><a href="https://valuefrontier.cn/company?scode=688612" target="_blank" class="text-cyan-400 hover:underline">688612</a></td><td>车载电源产品已获得小鹏汇天的定点。</td></tr>
|
||
<tr><td>胜蓝股份</td><td><a href="https://valuefrontier.cn/company?scode=300843" target="_blank" class="text-cyan-400 hover:underline">300843</a></td><td>公司将有数款产品会小批量供货给小鹏汇天。</td></tr>
|
||
<tr><td>铭科精技</td><td><a href="https://valuefrontier.cn/company?scode=001319" target="_blank" class="text-cyan-400 hover:underline">001319</a></td><td>承接小鹏飞行汽车产品部分模具及零部件的生产交付。</td></tr>
|
||
<tr><td>松芝股份</td><td><a href="https://valuefrontier.cn/company?scode=002454" target="_blank" class="text-cyan-400 hover:underline">002454</a></td><td>已获得小鹏汇天汽车的压缩机部品定点，项目处于开发阶段。</td></tr>
|
||
<tr><td>华安鑫创</td><td><a href="https://valuefrontier.cn/company?scode=300928" target="_blank" class="text-cyan-400 hover:underline">300928</a></td><td>与小鹏汇天合作开发的飞行汽车项目正在按计划有序进行。</td></tr>
|
||
<tr><td>经纬恒润</td><td><a href="https://valuefrontier.cn/company?scode=688326" target="_blank" class="text-cyan-400 hover:underline">688326</a></td><td>在研发服务及解决方案业务方向与小鹏汇天有相关合作。</td></tr>
|
||
<tr><td>佳力奇</td><td><a href="https://valuefrontier.cn/company?scode=301586" target="_blank" class="text-cyan-400 hover:underline">301586</a></td><td>于2022年与小鹏汇天签署《技术开发合同》，并实现销售收入。</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-card p-6 md:p-8">
|
||
<h2 class="fui-title text-3xl font-bold text-center text-blue-200 mb-6">相关个股异动解析</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>异动日期</th>
|
||
<th>涨跌幅</th>
|
||
<th>核心驱动逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>广东鸿图</td><td><a href="https://valuefrontier.cn/company?scode=002101" target="_blank" class="text-cyan-400 hover:underline">002101</a></td><td>2025-09-10</td><td class="text-red-400">+9.98%</td><td>低空经济政策与小鹏汇天eVTOL订单双重催化，资金将其从传统汽零切换至0→1低空赛道重新定价。</td></tr>
|
||
<tr><td>应流股份</td><td><a href="https://valuefrontier.cn/company?scode=603308" target="_blank" class="text-cyan-400 hover:underline">603308</a></td><td>2025-07-17</td><td class="text-red-400">+10.01%</td><td>Joby迪拜60亿美元eVTOL订单催化，公司作为航空级钛合金结构件稀缺供应商被资金抢筹。</td></tr>
|
||
<tr><td>爱乐达</td><td><a href="https://valuefrontier.cn/company?scode=300696" target="_blank" class="text-cyan-400 hover:underline">300696</a></td><td>2025-08-04</td><td class="text-red-400">+20.0%</td><td>建军节信号叠加商业航天、低空经济催化，公司为无人机及低空飞行器提供结构件配套。</td></tr>
|
||
<tr><td>方正电机</td><td><a href="https://valuefrontier.cn/company?scode=002196" target="_blank" class="text-cyan-400 hover:underline">002196</a></td><td>2025-11-06</td><td class="text-red-400">+10.03%</td><td>小鹏科技日发布人形机器人，公司关节模组进入其供应链。虽非汇天业务，但体现小鹏生态协同效应。</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Footer -->
|
||
<footer class="text-center py-8 text-xs text-gray-600">
|
||
<p>© 2024 北京价值前沿科技有限公司. All rights reserved.</p>
|
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<p>AI投研agent：“价小前投研”</p>
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