540 lines
34 KiB
HTML
540 lines
34 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>开普勒机器人 (Kepler Robot) - 深度概念分析报告</title>
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<!-- Tailwind & DaisyUI -->
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<style>
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:root {
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--glow-color-1: rgba(0, 255, 255, 0.5);
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--glow-color-2: rgba(192, 0, 255, 0.5);
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--glass-border: rgba(100, 100, 150, 0.3);
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body {
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font-family: 'Inter', sans-serif;
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background-color: #050508;
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background-image:
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radial-gradient(ellipse at 70% 30%, rgba(30, 41, 59, 0.5) 0%, transparent 50%),
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.bento-grid {
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display: grid;
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gap: 1.5rem;
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grid-template-columns: repeat(12, 1fr);
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grid-column: span 12;
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text-shadow: 0 0 8px var(--glow-color-1), 0 0 16px var(--glow-color-2);
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font-size: 1.5rem;
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letter-spacing: 0.1em;
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background-color: rgba(0, 255, 255, 0.05);
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}
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</style>
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</head>
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<body class="antialiased">
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<div class="container mx-auto p-4 md:p-8">
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<!-- Header -->
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<header class="text-center mb-12">
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<h1 class="text-4xl md:text-6xl font-orbitron font-bold glow-text mb-4">开普勒机器人 (KEPLER ROBOT)</h1>
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<p class="text-lg text-slate-400">深度概念分析报告</p>
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<div class="mt-4 text-xs text-slate-500">
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由 北京价值前沿科技有限公司 AI投研agent：“价小前投研” 生成 | 本报告为AI合成数据，投资需谨慎。
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</div>
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</header>
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<!-- Main Content Grid -->
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<main class="bento-grid">
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<!-- Insight: Core View -->
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<section class="grid-item md:col-span-8 md:row-span-2 glass-card p-6 md:p-8">
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<h2 class="section-title">核心观点 (Core Insight)</h2>
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<div class="space-y-6 text-slate-300">
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<div class="p-4 border border-cyan-500/30 rounded-xl bg-cyan-500/5">
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<h3 class="font-bold text-lg text-cyan-300 mb-2">核心观点摘要</h3>
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<p>开普勒机器人概念正处在从<strong class="text-cyan-400">技术验证</strong>向<strong class="text-cyan-400">早期商业化</strong>过渡的关键阶段。其核心驱动力源于<strong class="text-violet-400">差异化的技术路线（行星滚柱丝杠）</strong>与<strong class="text-violet-400">清晰的工业场景定位</strong>，并通过构建深度绑定的产业生态联盟来加速成本下降和应用落地。尽管B端工业场景的逻辑清晰且正在兑现，但其与露笑科技合作进军C端家庭服务市场的宏大目标，构成了当前最大的<strong class="text-amber-400">预期差</strong>和<strong class="text-amber-400">不确定性</strong>。</p>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-slate-100 mb-3">核心逻辑与市场认知</h3>
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<ul class="space-y-3 list-disc list-inside">
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<li><strong>技术差异化与场景聚焦：</strong>采用与特斯拉部分方案类似的<strong class="text-white">行星滚柱丝杠</strong>直线关节技术，在工业场景提供更高负载能力（单手15公斤）和精度。产品迭代基于真实场景倒推，定位务实。</li>
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<li><strong>成本控制与国产化：</strong>采取<strong class="text-white">20-30万元</strong>的“薄利多销”定价策略，背后是高比例的零部件国产化（除CPU/GPU）和与供应商（伟创电气、柯力传感）的深度绑定。</li>
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<li><strong>生态联盟构建：</strong>通过合资、战略投资等方式，与上下游企业形成利益共同体，锁定供应链，加速商业化验证和订单获取。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-slate-100 mb-3">预期差分析</h3>
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<ul class="space-y-3 list-disc list-inside">
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<li><strong class="text-amber-300">最大的预期差 (B端 vs C端):</strong> 市场共识是专注于工业场景的B端公司。与露笑科技合作的<strong class="text-white">100万台家庭服务机器人</strong>计划是巨大变量，技术储备和基因未经验证，既是“第二增长曲线”的希望，也可能是“战略陷阱”的风险。</li>
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<li><strong class="text-amber-300">量产与盈利能力预期差:</strong> <strong class="text-white">300-400台</strong>年出货目标仍属小批量，“薄利多销”策略在规模化前可能长期亏损。市场或过度关注技术领先性，忽略了短期盈利挑战。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-slate-100 mb-3">信息交叉验证风险</h3>
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<p>最显著的矛盾点在于路演中反复强调的<strong class="text-red-400">B端工业场景聚焦战略</strong>与新闻披露的<strong class="text-red-400">C端家庭机器人百万台计划</strong>存在战略方向冲突。公司战略的<strong class="text-white">一致性和专注度</strong>是最大的疑问。</p>
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</div>
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</div>
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</section>
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<!-- Technical Specs -->
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<section class="grid-item md:col-span-4 glass-card p-6 md:p-8">
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<h2 class="section-title">先行者K2 (Pioneer K2)</h2>
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<div class="space-y-4">
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<div class="flex justify-between items-center p-3 bg-slate-800/50 rounded-lg">
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<span class="text-slate-400">身高 / 体重</span>
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<span class="font-semibold text-white">1.75米 / 80kg</span>
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</div>
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<div class="flex justify-between items-center p-3 bg-slate-800/50 rounded-lg">
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<span class="text-slate-400">连续工作时长</span>
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<span class="font-semibold text-cyan-400">8小时</span>
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</div>
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<div class="flex justify-between items-center p-3 bg-slate-800/50 rounded-lg">
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<span class="text-slate-400">双臂协同搬运</span>
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<span class="font-semibold text-cyan-400">25-30千克</span>
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</div>
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<div class="flex justify-between items-center p-3 bg-slate-800/50 rounded-lg">
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<span class="text-slate-400">关节总数</span>
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<span class="font-semibold text-white">28个 (不含手)</span>
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</div>
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<div class="flex justify-between items-center p-3 bg-slate-800/50 rounded-lg">
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<span class="text-slate-400">灵巧手自由度</span>
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<span class="font-semibold text-white">12个 (双手)</span>
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</div>
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<div class="flex justify-between items-center p-3 bg-slate-800/50 rounded-lg">
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<span class="text-slate-400">核心驱动</span>
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<span class="font-semibold text-violet-400">行星滚柱丝杠</span>
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</div>
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<div class="flex justify-between items-center p-3 bg-slate-800/50 rounded-lg">
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<span class="text-slate-400">视觉方案 (V5.2)</span>
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<span class="font-semibold text-violet-400">纯视觉方案</span>
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</div>
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<div class="flex justify-between items-center p-3 bg-slate-800/50 rounded-lg">
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<span class="text-slate-400">国产化率</span>
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<span class="font-semibold text-amber-400">高 (除CPU/GPU)</span>
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</div>
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</div>
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</section>
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<!-- Key Events Timeline -->
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<section class="grid-item md:col-span-4 glass-card p-6 md:p-8">
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<h2 class="section-title">关键事件轴 (Timeline)</h2>
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<ul class="timeline timeline-snap-icon max-md:timeline-compact timeline-vertical">
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<li>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.00-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end timeline-box glass-card !bg-opacity-30 mb-8">
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<time class="font-mono italic text-slate-400">2024-10</time>
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<div class="text-lg font-black text-white">产品发布</div>
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"先行者K2"于GITEX GLOBAL 2024首次公开亮相。
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</div>
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<hr class="bg-cyan-400/50"/>
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</li>
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<li>
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<hr class="bg-cyan-400/50"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.00-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end timeline-box glass-card !bg-opacity-30 mb-8">
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<time class="font-mono italic text-slate-400">2025-03</time>
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<div class="text-lg font-black text-white">进厂上岗</div>
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发布K2进入工厂流水线作业视频，标志国产机器人落地加速。
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</div>
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<hr class="bg-cyan-400/50"/>
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</li>
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<li>
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<hr class="bg-cyan-400/50"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.00-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end timeline-box glass-card !bg-opacity-30 mb-8">
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<time class="font-mono italic text-slate-400">2025-04-07</time>
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<div class="text-lg font-black text-white">密集融资</div>
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引入伟创电气、柯力传感、涛涛车业、福然德等产业资本。
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</div>
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<hr class="bg-cyan-400/50"/>
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</li>
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<li>
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<hr class="bg-cyan-400/50"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.00-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end timeline-box glass-card !bg-opacity-30 mb-8">
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<time class="font-mono italic text-slate-400">2025-09</time>
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<div class="text-lg font-black text-amber-300">场景延伸</div>
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与露笑科技合作，进军家庭服务机器人，目标百万台。
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</div>
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</li>
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</ul>
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</section>
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<!-- Future & Catalysts -->
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<section class="grid-item md:col-span-8 glass-card p-6 md:p-8">
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<h2 class="section-title">发展路径 & 催化剂 (Roadmap & Catalysts)</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="font-semibold text-lg text-slate-100 mb-3">近期催化剂 (3-6 个月)</h3>
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<ul class="space-y-2 list-decimal list-inside text-slate-300">
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<li><strong class="text-white">世界500强客户订单确认：</strong>战略协议转化为有金额的采购订单。</li>
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<li><strong class="text-white">合资公司“依智灵巧驱动”产品发布：</strong>验证生态战略成功。</li>
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<li><strong class="text-white">家庭服务机器人原型机亮相：</strong>与露笑科技合作项目实质性进展。</li>
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<li><strong class="text-white">IPO申报：</strong>公司发展重要里程碑。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-slate-100 mb-3">长期发展路径</h3>
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<ol class="space-y-2 list-decimal list-inside text-slate-300">
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<li><strong>第一阶段 (25-26年):</strong> 标杆场景深度渗透，实现千台级出货。</li>
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<li><strong>第二阶段 (27-28年):</strong> 平台化与横向扩张，向更多工业领域拓展。</li>
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<li><strong>第三阶段 (29年+):</strong> 生态即服务，成为人形机器人领域核心解决方案提供商。</li>
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</ol>
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</div>
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</div>
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</section>
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<!-- Data Tabs -->
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<section class="grid-item md:col-span-12 glass-card p-6 md:p-8" x-data="{ tab: 'news' }">
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<div role="tablist" class="tabs tabs-bordered mb-6">
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<a role="tab" class="tab" :class="{ 'tab-active-glow': tab === 'news' }" @click.prevent="tab = 'news'">新闻数据摘要</a>
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<a role="tab" class="tab" :class="{ 'tab-active-glow': tab === 'roadshow' }" @click.prevent="tab = 'roadshow'">路演纪要精粹</a>
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<a role="tab" class="tab" :class="{ 'tab-active-glow': tab === 'reports' }" @click.prevent="tab = 'reports'">研报观点提炼</a>
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</div>
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<div x-show="tab === 'news'" class="prose max-w-none prose-invert prose-p:text-slate-300 prose-li:text-slate-300">
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<h4>产品与商业化</h4>
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<ul>
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<li><strong>产品进展：</strong>发布人形机器人"先行者K2"进厂上岗视频，可进行搬箱、运输、操作仪器等动作。</li>
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<li><strong>应用场景：</strong>已在智能制造、仓储物流、特种作业、科研教育等场景进行测试，包括物料搬运、巡逻巡检、质量检测等。</li>
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<li><strong>定价策略：</strong>当前产品价格20-30万元，采取薄利多销策略，预计2025年出货不低于300-400台。</li>
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<li><strong>订单情况：</strong>已签订物流、日化等领域世界500强客户战略协议，并拿到欧美不少预订单。</li>
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</ul>
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<h4>融资与合作</h4>
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<ul>
|
||
<li><strong>融资：</strong>完成A+轮战略融资(投资方涛涛车业、福然德)；被兆丰股份战略入股。</li>
|
||
<li><strong>合资公司：</strong>与伟创电气、科达利、银轮股份成立"苏州依智灵巧驱动"，聚焦灵巧手研发量产。</li>
|
||
<li><strong>战略合作：</strong>与露笑科技及头部跨境电商合作开发家庭具身AI服务机器人，目标26-28年累计销售不少于100万台。</li>
|
||
<li><strong>生态伙伴：</strong>与腾讯等企业建立合作关系。</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div x-show="tab === 'roadshow'" class="prose max-w-none prose-invert prose-p:text-slate-300 prose-li:text-slate-300">
|
||
<h4>技术架构与硬件</h4>
|
||
<ul>
|
||
<li><strong>核心结构：</strong>国内唯一采用<strong class="text-white">行星滚柱丝杠结构</strong>的厂商，该结构提升了精度与负载能力。</li>
|
||
<li><strong>电机方案：</strong>灵巧手采用空心杯电机，旋转关节采用谐波减速电机，线性关节采用直线电机。</li>
|
||
<li><strong>传感器方案：</strong>灵巧手、手腕、双脚新增六维力传感器；V5.2版本前采用纯视觉SLAM，可选配激光雷达。</li>
|
||
<li><strong>性能领先：</strong>单手负载15公斤，连续工作8小时，全球领先。</li>
|
||
</ul>
|
||
<h4>供应链与成本</h4>
|
||
<ul>
|
||
<li><strong>自研情况：</strong>驱动器、编码器、行星滚柱丝杠等自研程度高；六维力传感器实现反向开发。</li>
|
||
<li><strong>国产化：</strong>除CPU/GPU(Intel/NVIDIA)外，核心部件国产化率高。</li>
|
||
<li><strong>成本控制：</strong>六维力传感器价格低于5000元；与伟创合作降低空心杯电机成本；批量生产后硬件成本将指数级下降。</li>
|
||
<li><strong>上市规划：</strong>路演中明确提及IPO规划。</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div x-show="tab === 'reports'" class="prose max-w-none prose-invert prose-p:text-slate-300 prose-li:text-slate-300">
|
||
<h4>核心产品与事件</h4>
|
||
<ul>
|
||
<li><strong>产品定位：</strong>自主研发的全尺寸通用人形机器人"先行者K2"。</li>
|
||
<li><strong>核心事件：</strong>2025年3月15日，K2“进厂”上岗被视为“国产人形机器人落地加速”的标志性事件，体现了工厂智能化、无人化趋势，有望实现从0到1的突破。</li>
|
||
<li><strong>技术特点：</strong>通过云端大模型的"大脑"与具身智能的"小脑"组合，结合模仿学习和强化学习技术，已基本具备自主执行特定任务的能力。</li>
|
||
</ul>
|
||
<h4>行业背景与前景</h4>
|
||
<ul>
|
||
<li><strong>宏观驱动：</strong>人口老龄化、劳动力成本上升及智能化升级需求推动机器人市场爆发式增长。</li>
|
||
<li><strong>行业观点：</strong>英伟达CEO黄仁勋表示“机器人时代已经来临，具身智能是人工智能的下一波浪潮”。</li>
|
||
<li><strong>市场规模预测(GGII)：</strong>预计2030年中国人形机器人市场规模将达到近380亿元，2024-2030年复合增长率超61%。</li>
|
||
<li><strong>产业链关注：</strong>报告建议关注产业链公司，其中柯力传感既是开普勒的投资方，也被列为建议关注标的。</li>
|
||
</ul>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Associated Companies -->
|
||
<section class="grid-item md:col-span-12 glass-card p-6 md:p-8">
|
||
<h2 class="section-title">产业链 & 核心关联公司 (Ecosystem & Stocks)</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-12 gap-6 items-center">
|
||
<div class="md:col-span-5">
|
||
<div id="shareholdingChart" class="w-full h-80"></div>
|
||
</div>
|
||
<div class="md:col-span-7">
|
||
<div class="overflow-x-auto">
|
||
<h3 class="font-semibold text-lg text-slate-100 mb-3">参股/投资关系</h3>
|
||
<table class="table table-sm">
|
||
<thead class="text-slate-400">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>代码</th>
|
||
<th>持股比例</th>
|
||
<th>关系</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-slate-700/50"><td>兆丰股份</td><td><a href="https://valuefrontier.cn/company?scode=300695" target="_blank" class="link link-hover text-cyan-400">300695</a></td><td>2.16%</td><td>战略入股</td></tr>
|
||
<tr class="hover:bg-slate-700/50"><td>柯力传感</td><td><a href="https://valuefrontier.cn/company?scode=603662" target="_blank" class="link link-hover text-cyan-400">603662</a></td><td>1.38%</td><td>Pre-A轮投资</td></tr>
|
||
<tr class="hover:bg-slate-700/50"><td>伟创电气</td><td><a href="https://valuefrontier.cn/company?scode=688698" target="_blank" class="link link-hover text-cyan-400">688698</a></td><td>1.38%</td><td>Pre-A轮投资</td></tr>
|
||
<tr class="hover:bg-slate-700/50"><td>涛涛车业</td><td><a href="https://valuefrontier.cn/company?scode=301345" target="_blank" class="link link-hover text-cyan-400">301345</a></td><td>1.22%</td><td>A+轮投资</td></tr>
|
||
<tr class="hover:bg-slate-700/50"><td>福然德</td><td><a href="https://valuefrontier.cn/company?scode=605050" target="_blank" class="link link-hover text-cyan-400">605050</a></td><td>1.22%</td><td>A+轮投资</td></tr>
|
||
<tr class="hover:bg-slate-700/50"><td>乔锋智能</td><td><a href="https://valuefrontier.cn/company?scode=301603" target="_blank" class="link link-hover text-cyan-400">301603</a></td><td>1.08%</td><td>参股</td></tr>
|
||
<tr class="hover:bg-slate-700/50"><td>汉威科技</td><td><a href="https://valuefrontier.cn/company?scode=300007" target="_blank" class="link link-hover text-cyan-400">300007</a></td><td>1.08%</td><td>参股</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="divider before:bg-slate-700 after:bg-slate-700 my-8">合作关系</div>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="table">
|
||
<thead class="text-slate-400">
|
||
<tr>
|
||
<th>公司名称</th>
|
||
<th>代码</th>
|
||
<th>合作内容</th>
|
||
<th>角色/逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-slate-700/50">
|
||
<td><div class="font-bold">伟创电气</div></td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688698" target="_blank" class="link link-hover text-cyan-400">688698</a></td>
|
||
<td>共设合资公司(持股40%)研发灵巧手；提供空心杯电机。</td>
|
||
<td class="text-success">核心供应商 + 战略投资者 + 合资伙伴，逻辑纯粹性极高。</td>
|
||
</tr>
|
||
<tr class="hover:bg-slate-700/50">
|
||
<td><div class="font-bold">柯力传感</div></td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603662" target="_blank" class="link link-hover text-cyan-400">603662</a></td>
|
||
<td>提供六维力传感器，已实现数百台批量出货。</td>
|
||
<td class="text-success">核心供应商 + 战略投资者，量产进度的直接验证者。</td>
|
||
</tr>
|
||
<tr class="hover:bg-slate-700/50">
|
||
<td><div class="font-bold">兆丰股份</div></td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300695" target="_blank" class="link link-hover text-cyan-400">300695</a></td>
|
||
<td>提供机器人轴承、丝杠等；战略入股。</td>
|
||
<td class="text-success">核心供应商 + 战略投资者，股权绑定订单。</td>
|
||
</tr>
|
||
<tr class="hover:bg-slate-700/50">
|
||
<td><div class="font-bold text-amber-300">露笑科技</div></td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002617" target="_blank" class="link link-hover text-cyan-400">002617</a></td>
|
||
<td>战略合作开发家庭AI机器人，目标100万台。</td>
|
||
<td class="text-warning">战略合作伙伴，想象空间最大，但不确定性也最高。</td>
|
||
</tr>
|
||
<tr class="hover:bg-slate-700/50">
|
||
<td><div>科达利</div></td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002850" target="_blank" class="link link-hover text-cyan-400">002850</a></td>
|
||
<td>共设灵巧手合资公司(持股30%)。</td>
|
||
<td>合资伙伴，提供结构件相关技术。</td>
|
||
</tr>
|
||
<tr class="hover:bg-slate-700/50">
|
||
<td><div>银轮股份</div></td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002126" target="_blank" class="link link-hover text-cyan-400">002126</a></td>
|
||
<td>共设灵巧手合资公司(持股20%)。</td>
|
||
<td>合资伙伴，提供散热相关技术。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
<section class="grid-item md:col-span-12 glass-card p-6 md:p-8">
|
||
<div class="collapse collapse-arrow bg-transparent border border-slate-700">
|
||
<input type="checkbox" />
|
||
<div class="collapse-title text-xl font-medium font-orbitron">
|
||
市场情绪与概念异动分析
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p class="text-slate-400 mb-4">市场对“开普勒机器人”概念关注度极高，情绪偏向乐观，甚至出现了因名称相似而产生的概念炒作现象，侧面反映了市场情绪的狂热。</p>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-sm">
|
||
<thead>
|
||
<tr>
|
||
<th>股票</th>
|
||
<th>日期</th>
|
||
<th>异动原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-slate-700/50">
|
||
<td>开勒股份 (301070)</td>
|
||
<td>2025-09-22</td>
|
||
<td class="text-wrap">上涨7.26%。核心驱动：市场因<strong class="text-red-400">名称与“开普勒”相似</strong>，将其误认为人形机器人概念股进行炒作，叠加机器人板块整体热度。</td>
|
||
</tr>
|
||
<tr class="hover:bg-slate-700/50">
|
||
<td>机器人 (300024)</td>
|
||
<td>2025-10-09</td>
|
||
<td class="text-wrap">上涨5.13%。驱动：公司成立新机器人合资公司，叠加特斯拉Optimus进展顺利、券商密集发布积极研报等行业整体利好。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
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|
||
|
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|
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