512 lines
36 KiB
HTML
512 lines
36 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>Robotaxi 深度投研报告</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<link rel="preconnect" href="https://fonts.googleapis.com">
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<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&family=Space+Grotesk:wght@400;500;700&display=swap" rel="stylesheet">
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<style>
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:root {
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--glow-color-1: #00f2ff;
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--glow-color-2: #ff00ff;
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--glow-color-3: #4d4dff;
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}
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body {
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font-family: 'Inter', sans-serif;
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background-color: #05050A;
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color: #E0E0E0;
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overflow-x: hidden;
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position: relative;
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}
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/* James Turrell inspired background glows */
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body::before, body::after {
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content: '';
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position: fixed;
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z-index: -1;
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filter: blur(150px);
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opacity: 0.15;
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border-radius: 50%;
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}
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body::before {
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width: 800px;
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height: 800px;
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background: radial-gradient(circle, var(--glow-color-1), transparent 60%);
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top: -20%;
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left: -20%;
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animation: drift-1 30s ease-in-out infinite alternate;
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}
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body::after {
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width: 700px;
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height: 700px;
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background: radial-gradient(circle, var(--glow-color-2), transparent 60%);
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bottom: -30%;
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right: -25%;
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animation: drift-2 35s ease-in-out infinite alternate;
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}
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@keyframes drift-1 {
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from { transform: translate(-20%, -20%) rotate(0deg); }
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to { transform: translate(10%, 15%) rotate(45deg); }
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}
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@keyframes drift-2 {
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from { transform: translate(-10%, 10%) rotate(0deg); }
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to { transform: translate(20%, -15%) rotate(-60deg); }
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}
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background: rgba(20, 20, 35, 0.4);
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backdrop-filter: blur(24px);
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-webkit-backdrop-filter: blur(24px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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transition: all 0.3s ease;
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}
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.glass-card:hover {
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background: rgba(30, 30, 50, 0.5);
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border-color: rgba(255, 255, 255, 0.2);
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box-shadow: 0 0 40px rgba(0, 242, 255, 0.1);
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}
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.fui-title {
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font-family: 'Space Grotesk', sans-serif;
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text-shadow: 0 0 8px rgba(0, 242, 255, 0.5);
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}
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.glow-text {
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color: var(--glow-color-1);
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text-shadow: 0 0 5px var(--glow-color-1);
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}
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.section-title {
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position: relative;
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padding-left: 1.5rem;
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border-left: 3px solid var(--glow-color-1);
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text-shadow: 0 0 10px rgba(0, 242, 255, 0.6);
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}
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.bento-grid {
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display: grid;
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gap: 1rem;
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grid-template-columns: repeat(auto-fit, minmax(300px, 1fr));
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}
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.daisy-collapse-title, .daisy-table {
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background-color: transparent !important;
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}
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</style>
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</head>
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<body class="min-h-screen">
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<div class="relative isolate px-6 pt-14 lg:px-8">
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<header class="text-center py-16">
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<p class="text-sm font-semibold text-cyan-400 mb-2">北京价值前沿科技有限公司 AI投研agent：“价小前投研”</p>
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<h1 class="fui-title text-5xl md:text-7xl font-bold tracking-tighter text-white">
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Robotaxi
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</h1>
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<p class="mt-4 text-lg text-gray-300 max-w-3xl mx-auto">
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自动驾驶的终极商业图景：从技术验证到万亿市场的黎明
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</p>
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</header>
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<main class="container mx-auto px-4 py-8 space-y-24">
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<!-- 核心观点摘要 -->
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<section>
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<h2 class="section-title text-3xl font-bold mb-8 fui-title">核心观点摘要</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
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<div class="glass-card rounded-3xl p-6 lg:col-span-2">
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<h3 class="text-xl font-bold text-cyan-300 mb-3">商业化验证关键期</h3>
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<p class="text-gray-300">Robotaxi概念正处在从“0到1”的商业化验证关键期，由 <strong class="text-white">特斯拉的激进商业化落地、中美两国的政策强力支持</strong> 以及 <strong class="text-white">持续的技术降本</strong> 三大核心力量共同驱动。</p>
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</div>
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<div class="glass-card rounded-3xl p-6">
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<h3 class="text-xl font-bold text-cyan-300 mb-3">市场关注转移</h3>
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<p class="text-gray-300">当前市场已从单纯的技术叙事转向对<strong class="text-white">单位经济模型（UE）</strong>和<strong class="text-white">实际运营数据</strong>的关注。</p>
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</div>
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<div class="glass-card rounded-3xl p-6">
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<h3 class="text-xl font-bold text-cyan-300 mb-3">万亿市场前景</h3>
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<p class="text-gray-300">未来潜力巨大，市场规模预测达万亿级别，但技术路线分歧与商业化路径的不确定性并存。</p>
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</div>
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<div class="glass-card rounded-3xl p-6 lg:col-span-2">
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<h3 class="text-xl font-bold text-cyan-300 mb-3">成本拐点临近</h3>
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<p class="text-gray-300">研报预测<strong class="text-white">2026年</strong>后Robotaxi的每公里成本将低于有人驾驶网约车，这是商业模式成立的关键拐点。百度第六代车型成本已降至<strong class="text-white">15-20万元</strong>人民币。</p>
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</div>
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</div>
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</section>
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<!-- 关键事件时间线 -->
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<section>
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<h2 class="section-title text-3xl font-bold mb-8 fui-title">关键事件与催化时间轴</h2>
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<div class="glass-card rounded-3xl p-6">
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<div id="timeline-chart" style="width: 100%; height: 500px;"></div>
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</div>
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</section>
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<!-- 核心逻辑与市场认知 -->
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<section x-data="{ tab: 'drivers' }">
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<h2 class="section-title text-3xl font-bold mb-8 fui-title">核心逻辑与市场认知分析</h2>
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<div class="glass-card rounded-3xl p-6">
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<div class="tabs tabs-boxed bg-black/20 mb-6">
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<a class="tab" :class="{'tab-active': tab === 'drivers'}" @click="tab = 'drivers'">核心驱动力</a>
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<a class="tab" :class="{'tab-active': tab === 'sentiment'}" @click="tab = 'sentiment'">市场热度与情绪</a>
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<a class="tab" :class="{'tab-active': tab === 'gap'}" @click="tab = 'gap'">预期差分析</a>
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</div>
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<div x-show="tab === 'drivers'" class="space-y-4 text-gray-300">
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<div class="p-4 border border-gray-700 rounded-xl">
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<h4 class="font-bold text-lg text-cyan-400">1. 技术突破与成本拐点</h4>
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<p>此为商业化的根本前提。特斯拉的“端到端”纯视觉方案与国内主流“多传感器融合+高精地图”方案均取得显著进展。软件算法是当前核心攻坚点。成本端，百度第六代Robotaxi成本已降至15-20万元，预计2026年每公里成本将低于有人车，是商业模式成立的关键。</p>
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</div>
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<div class="p-4 border border-gray-700 rounded-xl">
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<h4 class="font-bold text-lg text-cyan-400">2. 政策“绿灯”与产业共振</h4>
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<p>政策是Robotaxi从封闭测试走向公开运营的“通行证”。中美均在国家层面推动，中国将“车路云一体化”作为国家战略。上海、深圳、北京等地方政府通过发放牌照、开放路权，为商业化试点扫清障碍，给予产业巨大信心。</p>
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</div>
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<div class="p-4 border border-gray-700 rounded-xl">
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<h4 class="font-bold text-lg text-cyan-400">3. 商业模式的清晰化</h4>
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<p>市场已看到清晰的盈利模型。上海地区模型测算显示单车日盈利可覆盖运营成本。路演中百度武汉试点目标在2024年底实现盈亏平衡，其<strong class="text-white">单车日均20单</strong>的真实数据，让市场首次看到了规模化运营盈利的可能性。</p>
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</div>
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</div>
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<div x-show="tab === 'sentiment'" class="space-y-4 text-gray-300">
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<p>当前市场对Robotaxi概念关注度极高，情绪整体乐观但存在显著分歧。特斯拉的每次动态都能引发资本市场异动。市场普遍认可其万亿级市场前景，但分歧主要体现在：</p>
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<ul class="list-disc list-inside space-y-2 pl-4">
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<li><strong class="text-white">技术路线押注：</strong>特斯拉纯视觉方案若成功将颠覆产业链；国内主流激光雷达方案在当前阶段可靠性更高。市场情绪在两者间摇摆。</li>
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<li><strong class="text-white">商业化速度判断：</strong>J.P. Morgan等机构认为市场对特斯拉预期过高，而国内路演则展示了百度等公司扎实的运营进展。</li>
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</ul>
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</div>
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<div x-show="tab === 'gap'" class="space-y-4 text-gray-300">
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<div class="p-4 border border-gray-700 rounded-xl">
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<h4 class="font-bold text-lg text-fuchsia-400">1. “完全无人”的预期差</h4>
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<p>市场普遍印象是“空无一人”，但特斯拉试点初期仍有安全员，国内主流“主驾无人”比例仅10%-20%。百度在武汉实现的<strong class="text-white">95%全无人</strong>运营是特例，非行业普遍现状。实现真正的“全无人”规模化仍需时间。</p>
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</div>
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<div class="p-4 border border-gray-700 rounded-xl">
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<h4 class="font-bold text-lg text-fuchsia-400">2. 特斯拉在中国落地的预期差</h4>
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<p>市场期待极高，但路演专家明确指出，特斯拉面临数据安全、地图资质、算力限制和车路云体系接入等巨大障碍，<strong class="text-white">2-3年内难以在中国大规模推广</strong>。这是市场可能忽略的最大风险点之一。</p>
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</div>
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<div class="p-4 border border-gray-700 rounded-xl">
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<h4 class="font-bold text-lg text-fuchsia-400">3. 技术方案的隐藏变数</h4>
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<p>市场普遍将特斯拉标签为“纯视觉”，但研报和路演均提及路测车辆疑似搭载激光雷达。这表明其技术路线可能并非一成不变，存在回归多传感器融合的可能，将对产业链估值产生重大影响。</p>
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</div>
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</div>
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</div>
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</section>
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<!-- 核心玩家对比 -->
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<section>
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<h2 class="section-title text-3xl font-bold mb-8 fui-title">核心玩家深度剖析</h2>
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<div class="space-y-4">
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<div class="collapse collapse-arrow glass-card rounded-2xl">
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<input type="radio" name="player-accordion" checked="checked" />
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<div class="collapse-title text-xl font-medium text-cyan-300">
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特斯拉 (Tesla) - 颠覆者
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</div>
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<div class="collapse-content text-gray-300">
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<p><strong class="text-white">优势:</strong> 垂直整合（芯片、算法、车辆、平台），端到端大模型具降维打击潜力，海量数据，强大品牌。</p>
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<p><strong class="text-white">风险:</strong> 纯视觉路线可靠性待验，在华落地存巨大政策壁垒，CEO个人风格带来不确定性。</p>
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<p><strong class="text-white">运营数据:</strong> 奥斯汀试点，初期35辆Model Y，固定收费4.2美元/单。目标2026年量产专用车型CyberCab，成本降至3万美金。</p>
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</div>
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</div>
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<div class="collapse collapse-arrow glass-card rounded-2xl">
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<input type="radio" name="player-accordion" />
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<div class="collapse-title text-xl font-medium text-cyan-300">
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百度 (萝卜快跑) - 中国领跑者
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</div>
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<div class="collapse-content text-gray-300">
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<p><strong class="text-white">优势:</strong> 深耕中国市场，与政策高度协同（车路云），在武汉拥有全球领先规模化无人运营经验（95%全无人, 单车日均20单），商业模式清晰（轻资产合作）。</p>
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<p><strong class="text-white">风险:</strong> 技术路线相对传统（依赖高精地图），面临车企和新势力激烈竞争。</p>
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<p><strong class="text-white">运营数据:</strong> 2025Q1完成140万次出行，车队超1000辆，覆盖全球15城。目标2025年实现盈利。</p>
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</div>
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</div>
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<div class="collapse collapse-arrow glass-card rounded-2xl">
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<input type="radio" name="player-accordion" />
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<div class="collapse-title text-xl font-medium text-cyan-300">
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小马智行 / 文远知行 - 技术追赶者
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</div>
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<div class="collapse-content text-gray-300">
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<p><strong class="text-white">小马智行:</strong> 车队规模超500辆，目标年底1000辆。日均订单超15单。2025年10月14日通过港交所聆讯。</p>
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<p><strong class="text-white">文远知行:</strong> 车队超1200辆，进入美国10城。获Uber投资。2025年10月14日通过港交所聆讯。</p>
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<p><strong class="text-white">共同优势:</strong> 技术实力扎实，获国内外运营许可，IPO进程解决资金问题。</p>
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<p><strong class="text-white">共同风险:</strong> 与巨头相比，资金、数据量、生态构建处劣势，盈利压力大。</p>
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</div>
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</div>
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<div class="collapse collapse-arrow glass-card rounded-2xl">
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<input type="radio" name="player-accordion" />
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<div class="collapse-title text-xl font-medium text-cyan-300">
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Waymo (谷歌) - 技术先行者
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</div>
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<div class="collapse-content text-gray-300">
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<p><strong class="text-white">优势:</strong> 技术积累深厚，测试里程长，在美国多个城市实现商业化收费运营。</p>
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<p><strong class="text-white">风险:</strong> 成本高昂，扩张速度相对谨慎，技术路线为重硬件（多传感器融合）。</p>
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<p><strong class="text-white">运营数据:</strong> 美国超1500辆车运营，每周提供25万次付费服务。将与DoorDash合作无人配送。</p>
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</div>
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</div>
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</div>
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</section>
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<!-- 产业链图谱 -->
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<section>
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<h2 class="section-title text-3xl font-bold mb-8 fui-title">产业链图谱与投资启示</h2>
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<div class="grid grid-cols-1 lg:grid-cols-3 gap-6">
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<div class="glass-card rounded-3xl p-6 space-y-3">
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<h3 class="text-xl font-bold text-cyan-300">上游：核心软硬件</h3>
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<p><strong class="text-white">感知层:</strong> 激光雷达 (禾赛科技, 速腾聚创), 毫米波雷达, 摄像头 (联创电子)</p>
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<p><strong class="text-white">决策层:</strong> SoC芯片 (地平线), 域控制器 (德赛西威), 操作系统 (中科创达)</p>
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<p><strong class="text-white">执行层:</strong> 线控底盘 (伯特利, 亚太股份)</p>
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<p><strong class="text-white">车路协同:</strong> OBU/RSU (万集科技, 金溢科技)</p>
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</div>
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<div class="glass-card rounded-3xl p-6 space-y-3">
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<h3 class="text-xl font-bold text-cyan-300">中游：解决方案与整车厂</h3>
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<p><strong class="text-white">技术方案商:</strong> 特斯拉, 百度Apollo, 小马智行, 文远知行</p>
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<p><strong class="text-white">整车厂:</strong> 北汽蓝谷 (合作百度), 小鹏汽车 (自研), 江铃汽车 (合作文远)</p>
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</div>
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<div class="glass-card rounded-3xl p-6 space-y-3">
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<h3 class="text-xl font-bold text-cyan-300">下游：出行服务商</h3>
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<p><strong class="text-white">科技公司自营:</strong> 萝卜快跑, Waymo One</p>
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<p><strong class="text-white">出行平台:</strong> 如祺出行, 滴滴</p>
|
||
<p><strong class="text-white">传统出租车转型:</strong> 大众交通, 锦江在线</p>
|
||
</div>
|
||
</div>
|
||
<div class="mt-8 glass-card rounded-3xl p-6">
|
||
<h3 class="text-xl font-bold text-fuchsia-300 mb-3">投资启示：最具价值环节</h3>
|
||
<ul class="list-decimal list-inside space-y-2 text-gray-300">
|
||
<li><strong class="text-white">短期 (事件驱动):</strong> 与特斯拉Robotaxi直接相关、具高确定性增量的<strong class="text-cyan-400">核心硬件供应商</strong>（线控底盘、高像素摄像头等）。</li>
|
||
<li><strong class="text-white">中期 (业绩驱动):</strong> 在中国市场具备先发优势、强大运营能力和政策协同的<strong class="text-cyan-400">解决方案/运营商</strong>（如百度）。</li>
|
||
<li><strong class="text-white">长期 (平台价值):</strong> 最终能构建“技术+车辆+运营”闭环生态的<strong class="text-cyan-400">平台型公司</strong>。</li>
|
||
</ul>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 潜在风险 -->
|
||
<section>
|
||
<h2 class="section-title text-3xl font-bold mb-8 fui-title">潜在风险与挑战</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="glass-card rounded-3xl p-6">
|
||
<h4 class="font-bold text-lg text-amber-300 mb-2">技术风险</h4>
|
||
<p class="text-gray-300">长尾问题 (Corner Cases) 仍是最大挑战，直接关系安全与公众信任。同时，“纯视觉”与“多传感器融合”路线之争尚无定论，选择错误路线的公司可能被淘汰。</p>
|
||
</div>
|
||
<div class="glass-card rounded-3xl p-6">
|
||
<h4 class="font-bold text-lg text-amber-300 mb-2">商业化风险</h4>
|
||
<p class="text-gray-300">前期研发、车队采购和运营成本巨大，要求企业具备雄厚资金。实现盈利拐点尚需时日。公众接受度受安全事故、乘坐体验等影响。</p>
|
||
</div>
|
||
<div class="glass-card rounded-3xl p-6">
|
||
<h4 class="font-bold text-lg text-amber-300 mb-2">政策与竞争风险</h4>
|
||
<p class="text-gray-300">无方向盘车辆法规、事故责任划分、跨区域牌照互认等问题待解。政策需平衡对传统出租车行业的就业冲击。行业竞争白热化可能引发价格战。</p>
|
||
</div>
|
||
<div class="glass-card rounded-3xl p-6">
|
||
<h4 class="font-bold text-lg text-amber-300 mb-2">信息交叉验证风险</h4>
|
||
<p class="text-gray-300">特斯拉公开的“纯视觉”路线与其路测行为存在矛盾，是最大不确定性。同时，需警惕宣传口号（如“百万辆车”）与实际落地节奏间的巨大鸿沟。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 股票数据 -->
|
||
<section>
|
||
<h2 class="section-title text-3xl font-bold mb-8 fui-title">相关标的梳理</h2>
|
||
<div class="glass-card rounded-3xl p-6">
|
||
<h3 class="text-2xl font-bold text-cyan-300 mb-6">产业链核心标的</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr class="text-white">
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑 / 原因</th>
|
||
<th>其他标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data will be injected here -->
|
||
<script>
|
||
const stockData = [
|
||
{"stock": "东软集团", "reason": "T-BOX市占率: 东软集团 > 高新兴 > 经纬恒润", "其他标签": "T-BOX", "stock_code": "600718"},
|
||
{"stock": "高新兴", "reason": "T-BOX市占率: 东软集团 > 高新兴 > 经纬恒润", "其他标签": "T-BOX", "stock_code": "300098"},
|
||
{"stock": "经纬恒润", "reason": "T-BOX市占率: 东软集团 > 高新兴 > 经纬恒润", "其他标签": "T-BOX", "stock_code": "688326"},
|
||
{"stock": "华域汽车", "reason": "毫米波雷达进度: 华域汽车 > 德赛西威", "其他标签": "无人驾驶, 毫米波雷达", "stock_code": "600741"},
|
||
{"stock": "德赛西威", "reason": "毫米波雷达进度: 华域汽车 > 德赛西威; 智能座舱营收: 德赛西威 > 索菱股份 > 路畅科技", "其他标签": "无人驾驶, 毫米波雷达, 智能座舱", "stock_code": "002920"},
|
||
{"stock": "亚太股份", "reason": "毫米波雷达相关公司", "其他标签": "无人驾驶, 毫米波雷达", "stock_code": "002284"},
|
||
{"stock": "神通科技", "reason": "毫米波雷达相关公司", "其他标签": "无人驾驶, 毫米波雷达", "stock_code": "605228"},
|
||
{"stock": "万集科技", "reason": "毫米波雷达、激光雷达供应商; OBU销量: 万集科技 > 金溢科技 > 华铭智能", "其他标签": "无人驾驶, 毫米波雷达, 激光雷达, OBU", "stock_code": "300552"},
|
||
{"stock": "索菱股份", "reason": "智能座舱营收: 德赛西威 > 索菱股份 > 路畅科技", "其他标签": "无人驾驶, 智能座舱", "stock_code": "002766"},
|
||
{"stock": "路畅科技", "reason": "智能座舱营收: 德赛西威 > 索菱股份 > 路畅科技", "其他标签": "无人驾驶, 智能座舱", "stock_code": "002813"},
|
||
{"stock": "金溢科技", "reason": "OBU销量: 万集科技 > 金溢科技 > 华铭智能", "其他标签": "无人驾驶, OBU", "stock_code": "002869"},
|
||
{"stock": "华铭智能", "reason": "OBU销量: 万集科技 > 金溢科技 > 华铭智能", "其他标签": "无人驾驶, OBU"},
|
||
{"stock": "联创电子", "reason": "车载镜头出货量: 联创电子 > 欧菲光", "其他标签": "无人驾驶, 车载镜头", "stock_code": "002036"},
|
||
{"stock": "欧菲光", "reason": "车载镜头出货量: 联创电子 > 欧菲光", "其他标签": "无人驾驶, 车载镜头", "stock_code": "002456"},
|
||
{"stock": "宇瞳光学", "reason": "车载镜头供应商（供货比亚迪 吉利）", "其他标签": "无人驾驶, 车载镜头", "stock_code": "300790"},
|
||
{"stock": "联创光电", "reason": "车载镜头供应商（广汽 长城）", "其他标签": "无人驾驶, 车载镜头", "stock_code": "600363"},
|
||
{"stock": "力鼎光电", "reason": "车载镜头供应商", "其他标签": "无人驾驶, 车载镜头", "stock_code": "605118"},
|
||
{"stock": "蓝特光电", "reason": "车载镜头供应商（舜宇光学）", "其他标签": "无人驾驶, 车载镜头"},
|
||
{"stock": "大众交通", "reason": "出租车数量排名靠前", "其他标签": "出租车", "stock_code": "600611"},
|
||
{"stock": "锦江在线", "reason": "出租车数量排名靠前", "其他标签": "出租车", "stock_code": "600650"},
|
||
{"stock": "协鑫能科", "reason": "百度阿波罗合作布局第六代量产无人车", "其他标签": "萝卜快跑", "stock_code": "002015"},
|
||
{"stock": "北汽蓝谷", "reason": "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", "其他标签": "萝卜快跑", "stock_code": "600733"},
|
||
{"stock": "江铃汽车", "reason": "文远知行合作方", "其他标签": "文远知行", "stock_code": "000550"},
|
||
{"stock": "祥鑫科技", "reason": "小马智行合作方", "其他标签": "小马智行", "stock_code": "002965"}
|
||
];
|
||
const tableBody = document.querySelector('table tbody');
|
||
stockData.forEach(item => {
|
||
const codeLink = item.stock_code ? `<a href="https://valuefrontier.cn/company?scode=${item.stock_code}" target="_blank" class="text-cyan-400 hover:underline">${item.stock_code}</a>` : 'N/A';
|
||
const row = `
|
||
<tr class="hover">
|
||
<td class="font-bold text-white">${item.stock}</td>
|
||
<td>${codeLink}</td>
|
||
<td>${item.reason}</td>
|
||
<td><div class="badge badge-outline border-cyan-400 text-cyan-400">${item['其他标签']}</div></td>
|
||
</tr>
|
||
`;
|
||
tableBody.innerHTML += row;
|
||
});
|
||
</script>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-card rounded-3xl p-6 mt-12">
|
||
<h3 class="text-2xl font-bold text-fuchsia-300 mb-6">近期涨幅异动分析</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr class="text-white">
|
||
<th>股票名称</th>
|
||
<th>日期</th>
|
||
<th>涨幅</th>
|
||
<th>核心驱动逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Rise analysis data here -->
|
||
<script>
|
||
const riseData = [
|
||
{"stock": "世运电路", "trade_date": "2025-06-24", "rise_rate": 10.02, "reason": "核心结论: 世运电路涨停主要因特斯拉Robotaxi内测启动，公司作为其PCB核心供应商将显著受益于自动驾驶领域发展。"},
|
||
{"stock": "浙江世宝", "trade_date": "2025-06-24", "rise_rate": 10.02, "reason": "核心结论: 浙江世宝涨停主要受益于特斯拉Robotaxi服务落地引发的智能驾驶产业链热潮，及公司在无人驾驶领域的业务布局。"},
|
||
{"stock": "浙江荣泰", "trade_date": "2025-06-24", "rise_rate": 10.0, "reason": "核心结论: 浸润特斯拉Robotaxi产业链且机器人业务预期向好，浙江荣泰涨停主因双重概念驱动。"},
|
||
{"stock": "万马科技", "trade_date": "2025-06-23", "rise_rate": 7.3, "reason": "核心结论: 特斯拉在美国得克萨斯州奥斯汀市正式启动Robotaxi试点服务，万马科技作为车联网和自动驾驶解决方案提供商受益。"}
|
||
];
|
||
const riseTableBody = document.querySelectorAll('table tbody')[1];
|
||
riseData.forEach(item => {
|
||
const row = `
|
||
<tr class="hover">
|
||
<td class="font-bold text-white">${item.stock}</td>
|
||
<td>${item.trade_date}</td>
|
||
<td><span class="text-success">${item.rise_rate}%</span></td>
|
||
<td class="text-sm whitespace-pre-wrap max-w-2xl">${item.reason.split('<br><br>')[0]}</td>
|
||
</tr>
|
||
`;
|
||
riseTableBody.innerHTML += row;
|
||
});
|
||
</script>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
</main>
|
||
|
||
<footer class="text-center py-10 mt-16 border-t border-white/10">
|
||
<p class="text-gray-400 text-sm">北京价值前沿科技有限公司 AI投研agent：“价小前投研”</p>
|
||
<p class="text-gray-500 text-xs mt-2">本报告为AI合成数据，所有内容仅供参考，不构成任何投资建议。投资需谨慎。</p>
|
||
</footer>
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
var chartDom = document.getElementById('timeline-chart');
|
||
var myChart = echarts.init(chartDom);
|
||
var option;
|
||
|
||
option = {
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
formatter: function (params) {
|
||
return params[0].name + '<br/>' + params[0].value[2];
|
||
},
|
||
backgroundColor: 'rgba(20, 20, 35, 0.8)',
|
||
borderColor: 'rgba(0, 242, 255, 0.5)',
|
||
textStyle: {
|
||
color: '#E0E0E0'
|
||
}
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '10%',
|
||
containLabel: true
|
||
},
|
||
xAxis: {
|
||
type: 'time',
|
||
axisLine: { lineStyle: { color: 'rgba(255,255,255,0.3)' } },
|
||
axisLabel: { color: '#A0A0A0' }
|
||
},
|
||
yAxis: {
|
||
type: 'value',
|
||
axisLine: { show: false },
|
||
axisLabel: { show: false },
|
||
splitLine: { show: false },
|
||
min: 0,
|
||
max: 10
|
||
},
|
||
series: [{
|
||
name: '事件',
|
||
type: 'line',
|
||
symbol: 'circle',
|
||
symbolSize: 15,
|
||
itemStyle: {
|
||
color: 'var(--glow-color-1)',
|
||
borderColor: '#fff',
|
||
borderWidth: 2,
|
||
shadowColor: 'var(--glow-color-1)',
|
||
shadowBlur: 10
|
||
},
|
||
lineStyle: {
|
||
color: 'rgba(0, 242, 255, 0.3)',
|
||
width: 2,
|
||
type: 'dashed'
|
||
},
|
||
label: {
|
||
show: true,
|
||
position: 'top',
|
||
formatter: '{b}',
|
||
color: '#fff',
|
||
fontSize: 12,
|
||
backgroundColor: 'rgba(0,0,0,0.3)',
|
||
padding: [4, 6],
|
||
borderRadius: 4
|
||
},
|
||
data: [
|
||
{ name: '中国发布《准入通知》', value: [new Date('2023-11-01'), 3, '中国发布《准入通知》，为L3/L4级自动驾驶汽车的量产和销售打开政策通道。'] },
|
||
{ name: '美国发布AV-STEP法规', value: [new Date('2024-12-01'), 7, '美国NHTSA发布全球首个Robotaxi专用法规框架 AV-STEP，为商业化运营提供法律依据。'] },
|
||
{ name: '特斯拉发布会', value: [new Date('2024-10-10'), 8, '特斯拉举办Robotaxi发布会“我们，机器人”，发布专用车型CyberCab。'] },
|
||
{ name: '中国一线城市放开', value: [new Date('2025-05-01'), 5, '北京、深圳、上海等相继出台支持自动驾驶商业化运营的地方法规。'] },
|
||
{ name: '特斯拉奥斯汀试点', value: [new Date('2025-06-22'), 9, '特斯拉在奥斯汀启动Robotaxi试点服务，被视为行业从“测试”走向“运营”的标志性节点。'] },
|
||
{ name: '小马/文远IPO', value: [new Date('2025-10-14'), 6, '小马智行 & 文远知行通过港交所聆讯，寻求公开市场资金支持以扩大运营。'] }
|
||
],
|
||
markLine: {
|
||
symbol: 'none',
|
||
data: [{
|
||
xAxis: '2025-06-22',
|
||
lineStyle: { color: 'var(--glow-color-2)', width: 2 },
|
||
label: { formatter: '行业引爆点', color: '#fff' }
|
||
}]
|
||
}
|
||
}]
|
||
};
|
||
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |