610 lines
40 KiB
HTML
610 lines
40 KiB
HTML
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<title>无人环卫车 - AI深度行研报告</title>
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<body class="min-h-screen">
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<div class="bg-space"></div>
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<div class="container mx-auto p-4 md:p-8">
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<header class="text-center mb-12">
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<h1 class="font-orbitron text-4xl md:text-6xl font-bold glow-text mb-4 tracking-widest">无人环卫车</h1>
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<h2 class="text-xl md:text-2xl text-cyan-300">AI-Powered Industry Deep Dive</h2>
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<p class="text-xs text-slate-400 mt-4 max-w-2xl mx-auto">
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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，本报告为AI合成数据，投资需谨慎。
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</p>
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</header>
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<main>
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<!-- INSIGHT Section -->
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<section id="insight" class="mb-16">
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<h2 class="font-orbitron text-3xl md:text-4xl glow-text-cyan mb-8 section-title">Concept Insight</h2>
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<div class="glass-card rounded-3xl p-6 md:p-8 space-y-8">
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<div>
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<h3 class="text-2xl font-bold mb-4 flex items-center gap-3">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-cyan-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 10V3L4 14h7v7l9-11h-7z" /></svg>
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核心观点摘要
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</h3>
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<p class="text-lg text-slate-300 leading-relaxed">
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无人环卫车正处于从“0到1”的商业化爆发前夜。其核心驱动力是<span class="font-bold text-cyan-400">“经济性拐点”</span>与<span class="font-bold text-fuchsia-400">“政策强催化”</span>的双重共振，解决了传统环卫行业劳动力短缺与成本高昂的核心痛点。未来潜力巨大，但短期内将呈现“区域试点放量”到“全国规模化渗透”的渐进式发展路径，关注成本下降速度与政府支付能力是投资的关键。
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</p>
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</div>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="glass-card rounded-2xl p-6 border-cyan-500/30">
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<h4 class="text-xl font-bold mb-3 text-cyan-300">关键催化剂 (3-6个月)</h4>
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<ul class="list-disc list-inside space-y-2 text-slate-300">
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<li><strong>标志性政策落地:</strong> 地方性法规从“征求意见稿”转为正式文件。</li>
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<li><strong>头部公司新品发布:</strong> 如劲旅环境Q4三代智驾新品，成本大幅降低。</li>
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<li><strong>关键订单突破:</strong> 亿元级大额订单持续涌现及向内陆省份扩散。</li>
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<li><strong>技术标准确立:</strong> L2/L4级自动驾驶环卫车的国家或行业标准出台。</li>
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</ul>
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</div>
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<div class="glass-card rounded-2xl p-6 border-fuchsia-500/30">
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<h4 class="text-xl font-bold mb-3 text-fuchsia-300">长期发展路径</h4>
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<ul class="list-disc list-inside space-y-2 text-slate-300">
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<li><strong>阶段一 (当前-2026):</strong> 场景渗透与模式验证期。</li>
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<li><strong>阶段二 (2026-2028):</strong> 规模化扩张期，向“装备+运营”一体化转型。</li>
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<li><strong>阶段三 (2028+):</strong> 成熟与智能化升级期，成为标配，竞争转向数据与算法。</li>
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</ul>
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</div>
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</div>
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<div>
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<h3 class="text-2xl font-bold mb-4 flex items-center gap-3">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-cyan-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 3v2m6-2v2M9 19v2m6-2v2M5 9H3m2 6H3m18-6h-2m2 6h-2M12 6V4m0 16v-2M12 12a2 2 0 100-4 2 2 0 000 4z" /></svg>
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核心逻辑与市场认知分析
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</h3>
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<div class="space-y-4 text-slate-300 leading-relaxed">
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<p><strong class="text-cyan-400">经济性驱动 (根本逻辑):</strong> 单车可替代3-8名工人，若车价降至20万元内，回报周期缩短至2年内，触发大规模订单。当前15-25万售价已初步具备经济性，未来成本有望降至5-6万，具备压倒性性价比优势。</p>
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<p><strong class="text-cyan-400">政策强力驱动 (加速器):</strong> 中央到地方政策大力推动，部分项目已要求10%-20%的无人车比例。政府招标放量是行业景气度最直接的验证。</p>
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<p><strong class="text-cyan-400">技术可行性 (前提条件):</strong> 环卫场景“低速、固定路线、半封闭”的特点，极大降低了L4级自动驾驶落地难度，使其成为商业化最快的场景之一。</p>
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<div class="p-4 rounded-xl bg-slate-800/50 border border-slate-700">
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<h5 class="font-bold text-amber-300 mb-2">预期差分析</h5>
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<ul class="list-decimal list-inside space-y-1">
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<li><strong>“无人”的真实含义:</strong> 并非完全无人，而是“1人+多车”模式极大提升人效，比市场“完全无人”的极端预期更易落地。</li>
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<li><strong>落地速度:</strong> 市场对千亿级规模充满期待，但现实是行业仍处极早期（至今总出货量约2k台），市场可能高估了短期业绩兑现速度。</li>
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<li><strong>竞争格局认知:</strong> 市场关注传统龙头，但福龙马、劲旅环境等二线追赶者业绩弹性可能更大。玉禾田、侨银等运营商的“场景+技术”闭环模式也可能构成独特优势。</li>
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</ul>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-2xl font-bold mb-4 flex items-center gap-3">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-cyan-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 11H5m14 0a2 2 0 012 2v6a2 2 0 01-2 2H5a2 2 0 01-2-2v-6a2 2 0 012-2m14 0V9a2 2 0 00-2-2M5 11V9a2 2 0 012-2m0 0V5a2 2 0 012-2h6a2 2 0 012 2v2M7 7h10" /></svg>
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产业链与核心公司深度剖析
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</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-4 text-center">
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<div class="p-4 rounded-lg bg-indigo-900/40">
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<div class="text-indigo-300 font-bold mb-1">领导者梯队</div>
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<p class="text-sm">盈峰环境、宇通重工</p>
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<p class="text-xs text-slate-400 mt-1">优势: 品牌、渠道、资金、政府关系</p>
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</div>
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<div class="p-4 rounded-lg bg-cyan-900/40">
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<div class="text-cyan-300 font-bold mb-1">高弹性追赶者</div>
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<p class="text-sm">福龙马、劲旅环境</p>
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<p class="text-xs text-slate-400 mt-1">优势: 转型决心强，业绩弹性大，逻辑纯粹</p>
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</div>
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<div class="p-4 rounded-lg bg-emerald-900/40">
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<div class="text-emerald-300 font-bold mb-1">模式创新者</div>
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<p class="text-sm">玉禾田、侨银股份</p>
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<p class="text-xs text-slate-400 mt-1">优势: 掌握“场景”资源，打造商业闭环</p>
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</div>
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<div class="p-4 rounded-lg bg-amber-900/40">
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<div class="text-amber-300 font-bold mb-1">上游技术/零部件</div>
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<p class="text-sm">汉嘉设计、大地电气、云内动力</p>
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<p class="text-xs text-slate-400 mt-1">优势: 核心技术与部件供应</p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-2xl font-bold mb-4 flex items-center gap-3">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-red-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" /></svg>
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潜在风险与挑战
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</h3>
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<div class="space-y-3 text-slate-300">
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<p><strong class="text-red-400">商业化风险:</strong> 高度依赖G端采购，地方政府支付能力和行业回款是核心风险。真实的运营维护、电池残值、软件升级等隐性成本可能影响盈利模型。</p>
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<p><strong class="text-red-400">政策与竞争风险:</strong> 事故责任认定、路权分配等法规尚不完善，是规模化推广的最大障碍。赛道前景清晰，未来可能出现价格战。</p>
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<p><strong class="text-red-400">信息交叉验证风险:</strong> 不同来源对市场规模、销量、人力替代效率的数据口径不一，差异巨大，投资者需审慎甄别。高额招标与低实际销量之间存在时滞和不确定性。</p>
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</div>
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</div>
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<div class="border-t border-blue-800 pt-6">
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<h3 class="text-2xl font-bold mb-4 flex items-center gap-3">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-lime-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z" /></svg>
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综合结论与投资启示
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</h3>
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<p class="text-slate-300 leading-relaxed mb-4">无人环卫车已进入由订单和项目落地驱动的<span class="font-bold text-lime-300">“基本面萌芽”阶段</span>。这是一个典型的“0到1”行业，具备高成长性，但也伴随高不确定性。</p>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="p-4 rounded-lg bg-lime-900/30">
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<div class="text-lime-300 font-bold mb-2">最具投资价值的方向</div>
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<p class="text-sm">1. <strong>高弹性设备商:</strong> 优先关注福龙马、劲旅环境。</p>
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<p class="text-sm">2. <strong>“场景为王”的运营商:</strong> 其次关注玉禾田、侨银股份。</p>
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</div>
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<div class="p-4 rounded-lg bg-sky-900/30">
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<div class="text-sky-300 font-bold mb-2">需重点跟踪验证的关键指标</div>
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<ul class="text-sm list-disc list-inside">
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<li>订单-交付转化率</li>
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<li>产品ASP与毛利率变化</li>
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<li>试点项目真实运营数据</li>
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<li>非头部地区渗透率</li>
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</ul>
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</div>
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</div>
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</div>
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</div>
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</section>
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<!-- ECHARTS Section -->
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<section id="charts" class="mb-16">
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<h2 class="font-orbitron text-3xl md:text-4xl glow-text-cyan mb-8 section-title">Market Data Visualization</h2>
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
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<div class="glass-card rounded-3xl p-6 md:p-8">
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<h3 class="text-xl font-bold text-center mb-4 text-cyan-300">国内市场规模预测 (年化)</h3>
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<div id="marketSizeChart" style="width: 100%; height: 400px;"></div>
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</div>
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<div class="glass-card rounded-3xl p-6 md:p-8">
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<h3 class="text-xl font-bold text-center mb-4 text-cyan-300">相关公司利润弹性估算</h3>
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<div id="profitElasticityChart" style="width: 100%; height: 400px;"></div>
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</div>
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</div>
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</section>
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<!-- Supporting Data Section -->
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<section id="supporting-data" class="mb-16">
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<h2 class="font-orbitron text-3xl md:text-4xl glow-text-cyan mb-8 section-title">Supporting Data Matrix</h2>
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<div x-data="{ tab: 'news' }" class="glass-card rounded-3xl p-6 md:p-8">
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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': tab === 'news' }" @click.prevent="tab = 'news'">新闻数据</a>
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<a role="tab" class="tab" :class="{ 'tab-active': tab === 'roadshow' }" @click.prevent="tab = 'roadshow'">路演纪要</a>
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<a role="tab" 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 x-show="tab === 'news'" class="space-y-4">
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<details class="glass-card rounded-xl p-4">
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<summary class="font-bold text-lg text-cyan-300">总体行业趋势与定位</summary>
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<div class="pt-3 text-slate-300 space-y-2">
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<p><strong>重要垂直赛道:</strong> AI+应用的重点商业化方向，产业趋势持续兑现。</p>
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<p><strong>商业化进程:</strong> 继Robotaxi后，“无人环卫车”迎来多个项目落地，进程加速。</p>
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<p><strong>发展基础:</strong> 立足于低速行驶安全性、借鉴其他无人车经验、新型城镇化政府支持。</p>
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<p><strong>资本市场热度:</strong> 概念反复走强，概念股集体大涨，主要标的迭创新高。</p>
|
||
</div>
|
||
</details>
|
||
<details class="glass-card rounded-xl p-4">
|
||
<summary class="font-bold text-lg text-cyan-300">市场空间与潜力</summary>
|
||
<div class="pt-3 text-slate-300 space-y-2">
|
||
<p><strong>国内市场规模:</strong> 年化超500亿，短期（3-5年）替代30%工人对应400-500亿采购需求。2025年潜在市场规模或达2800亿元。</p>
|
||
<p><strong>全球市场规模:</strong> 超2000亿，潜在年需求约2500亿+。</p>
|
||
<p><strong>设备空间:</strong> 行业设备空间超百万台，未来环卫工人缺口超200万，无人车替代空间50万台+。</p>
|
||
</div>
|
||
</details>
|
||
<details class="glass-card rounded-xl p-4">
|
||
<summary class="font-bold text-lg text-cyan-300">商业化落地与项目进展</summary>
|
||
<div class="pt-3 text-slate-300 space-y-2">
|
||
<p><strong>政府招标:</strong> 2024上半年中标项目数量和金额（近3亿）为自动驾驶领域最高。上半年无人环卫项目招标额同比大几倍增长。</p>
|
||
<p><strong>项目案例:</strong> 文远知行在东莞落地首个L4级公开道路商业化项目；广环投与赛特智能战略合作。</p>
|
||
<p><strong>行业现状:</strong> 处于起量阶段，全市场至今出货量约2k台。</p>
|
||
</div>
|
||
</details>
|
||
<details class="glass-card rounded-xl p-4">
|
||
<summary class="font-bold text-lg text-cyan-300">核心驱动力与经济性</summary>
|
||
<div class="pt-3 text-slate-300 space-y-2">
|
||
<p><strong>解决痛点:</strong> 缓解招工难、成本高问题。龙头环卫公司人力成本占比超65%。</p>
|
||
<p><strong>降本增效:</strong> 单台设备可替换3-4人，节省人力成本23%-78%。</p>
|
||
<p><strong>经济性分析:</strong> 已基本具备经济性，15-20万价格替代3-4人，不到2年回本。成本有望降至5-6万。</p>
|
||
</div>
|
||
</details>
|
||
<details class="glass-card rounded-xl p-4">
|
||
<summary class="font-bold text-lg text-cyan-300">主要公司动态</summary>
|
||
<div class="pt-3 text-slate-300 space-y-2">
|
||
<p><strong>福龙马:</strong> 23H2规模商业化，24年预计出货300-500台，毛利率30-40%。与华为合作。</p>
|
||
<p><strong>劲旅环境:</strong> 二代产品采纯视觉路线，Q4将投放成本大幅降低的三代新品。</p>
|
||
<p><strong>盈峰环境:</strong> 服务于北京冬奥会、杭州亚运会等重大赛事。</p>
|
||
<p><strong>宇通重工:</strong> L4级自动驾驶洗扫车已在广州生物岛全自动运营。</p>
|
||
<p><strong>玉禾田:</strong> 子公司坎德拉负责小型设备，成立玉树智能负责大型设备，智元机器人已入股。</p>
|
||
</div>
|
||
</details>
|
||
</div>
|
||
|
||
<div x-show="tab === 'roadshow'" class="space-y-4" style="display: none;">
|
||
<details class="glass-card rounded-xl p-4">
|
||
<summary class="font-bold text-lg text-cyan-300">行业宏观、政策与市场空间</summary>
|
||
<div class="pt-3 text-slate-300 space-y-2">
|
||
<p><strong>行业定位:</strong> 环卫作业具备“低速、固定路线”特征，被视作L4级自动驾驶最快商业化场景之一。</p>
|
||
<p><strong>政策驱动:</strong> 住建部、八部委明确鼓励新能源+智能化、无人化环卫装备更新。</p>
|
||
<p><strong>招标数据:</strong> 2024年含“无人环卫”招标金额60亿元；2025 H1合同额已超2024全年。</p>
|
||
</div>
|
||
</details>
|
||
<details class="glass-card rounded-xl p-4">
|
||
<summary class="font-bold text-lg text-cyan-300">商业模式与经济性分析</summary>
|
||
<div class="pt-3 text-slate-300 space-y-2">
|
||
<p><strong>模式升级:</strong> 从“卖设备”转向“卖服务”，打开千亿级运营收费市场。</p>
|
||
<p><strong>设备定价:</strong> 主流机型单机售价15–25万元。</p>
|
||
<p><strong>投资回报:</strong> 替代3人场景下第3年回本。若降至20万元以内，第2年即可回本，触发大规模订单。</p>
|
||
<p><strong>行业痛点:</strong> 环卫工人缺岗率15–30%，招工难、作业环境恶劣，倒逼“机器替人”。</p>
|
||
</div>
|
||
</details>
|
||
<details class="glass-card rounded-xl p-4">
|
||
<summary class="font-bold text-lg text-cyan-300">技术路线与应用场景</summary>
|
||
<div class="pt-3 text-slate-300 space-y-2">
|
||
<p><strong>技术路线:</strong> 激光雷达+高精地图 → 视觉+导航地图，节约制图成本30-50%。</p>
|
||
<p><strong>应用场景:</strong> 主战场为非机动车道、人行道、园区物业等非主干道。</p>
|
||
</div>
|
||
</details>
|
||
</div>
|
||
|
||
<div x-show="tab === 'research'" class="space-y-4" style="display: none;">
|
||
<details class="glass-card rounded-xl p-4">
|
||
<summary class="font-bold text-lg text-cyan-300">宏观趋势与政策支持</summary>
|
||
<div class="pt-3 text-slate-300 space-y-2">
|
||
<p><strong>三大方向:</strong> 环卫车辆正朝新能源化、智能化、无人化发展，重塑行业格局。</p>
|
||
<p><strong>需求驱动:</strong> 劳动密集型产业，人工成本占比约60%，从业人员老龄化严重，倒逼自动化。</p>
|
||
<p><strong>政策支持:</strong> 住建部发文明确鼓励更新智能化、无人化环卫作业机具设备。</p>
|
||
</div>
|
||
</details>
|
||
<details class="glass-card rounded-xl p-4">
|
||
<summary class="font-bold text-lg text-cyan-300">技术与应用现状</summary>
|
||
<div class="pt-3 text-slate-300 space-y-2">
|
||
<p><strong>核心优势:</strong> 提升效率，降低成本。小型无人清扫车(20-40万/台)可替代4名工人(年成本60万)。项目毛利率可从10%提升至25%。</p>
|
||
<p><strong>应用场景:</strong> 目前主要在封闭园区、试点项目小范围应用。开放道路需配安全员。</p>
|
||
<p><strong>商业模式:</strong> 中标企业多通过租赁模式提供无人驾驶清洁环卫服务。</p>
|
||
</div>
|
||
</details>
|
||
<details class="glass-card rounded-xl p-4">
|
||
<summary class="font-bold text-lg text-cyan-300">重点企业布局</summary>
|
||
<div class="pt-3 text-slate-300 space-y-2">
|
||
<p><strong>劲旅环境:</strong> 与北航合作研发，无人驾驶扫路机已在合肥小规模商业化运营。</p>
|
||
<p><strong>盈峰环境:</strong> 2023年智能装备销量行业榜首，深度参与深圳无人驾驶政策及标准讨论。</p>
|
||
<p><strong>宇通重工:</strong> L4级自动驾驶洗扫车在广州全自动运营，与文远知行合作。</p>
|
||
<p><strong>福龙马:</strong> 拥有自研算法团队，产品已投放十多个城市，服务于大运会、亚运会。</p>
|
||
<p><strong>侨银股份:</strong> 签约1000台城市服务机器人意向订单，与人形机器人“国家队”合作。</p>
|
||
</div>
|
||
</details>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock List Section -->
|
||
<section id="stock-list">
|
||
<h2 class="font-orbitron text-3xl md:text-4xl glow-text-cyan mb-8 section-title">Core Associated Stocks</h2>
|
||
<div class="glass-card rounded-3xl p-1 md:p-2 overflow-x-auto">
|
||
<table class="table table-zebra-zebra w-full text-sm">
|
||
<thead class="text-base text-slate-300">
|
||
<tr>
|
||
<th class="p-4">股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>分类</th>
|
||
<th>其他标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="text-slate-300">
|
||
<!-- High Elasticity -->
|
||
<tr class="hover:bg-cyan-900/40">
|
||
<td class="p-4 font-bold text-cyan-300">福龙马</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603686" target="_blank" class="link link-hover text-cyan-400">603686</a></td>
|
||
<td>环卫车龙三，无人清扫机器人已投放十多个城市，业绩弹性极高。</td>
|
||
<td><div class="badge badge-info badge-outline">环卫车</div></td>
|
||
<td>
|
||
<div class="badge badge-accent">较24年利润弹性: 279%</div>
|
||
<div class="badge badge-ghost">金额: 4.05亿元</div>
|
||
<div class="badge badge-primary badge-outline">市占率(新能源): 6.9%</div>
|
||
</td>
|
||
</tr>
|
||
<tr class="hover:bg-cyan-900/40">
|
||
<td class="p-4 font-bold text-cyan-300">劲旅环境</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=001230" target="_blank" class="link link-hover text-cyan-400">001230</a></td>
|
||
<td>无人驾驶纯电动扫路机已投入运营，自研L4级线控底盘，业绩弹性高。</td>
|
||
<td><div class="badge badge-info badge-outline">清扫车</div></td>
|
||
<td>
|
||
<div class="badge badge-accent">较24年利润弹性: 211%</div>
|
||
<div class="badge badge-ghost">金额: 2.97亿元</div>
|
||
</td>
|
||
</tr>
|
||
<!-- Mode Innovators -->
|
||
<tr class="hover:bg-emerald-900/40">
|
||
<td class="p-4 font-bold text-emerald-300">侨银股份</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002973" target="_blank" class="link link-hover text-emerald-400">002973</a></td>
|
||
<td>无人驾驶城市服务装备已下线，作为运营商切入设备端，打造商业闭环。</td>
|
||
<td><div class="badge badge-success badge-outline">服务+设备</div></td>
|
||
<td>
|
||
<div class="badge badge-accent">较24年利润弹性: 145%</div>
|
||
<div class="badge badge-ghost">金额: 4.19亿元</div>
|
||
</td>
|
||
</tr>
|
||
<tr class="hover:bg-emerald-900/40">
|
||
<td class="p-4 font-bold text-emerald-300">玉禾田</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300815" target="_blank" class="link link-hover text-emerald-400">300815</a></td>
|
||
<td>通过租赁/采购提升环卫服务水平，掌握场景优势。</td>
|
||
<td><div class="badge badge-success badge-outline">服务+设备</div></td>
|
||
<td>
|
||
<div class="badge badge-accent">较24年利润弹性: 132%</div>
|
||
<div class="badge badge-ghost">金额: 7.6亿元</div>
|
||
</td>
|
||
</tr>
|
||
<!-- Leaders -->
|
||
<tr class="hover:bg-indigo-900/40">
|
||
<td class="p-4 font-bold text-indigo-300">盈峰环境</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=000967" target="_blank" class="link link-hover text-indigo-400">000967</a></td>
|
||
<td>环卫车龙头，完成第三代产品L4级升级，具备全流程无人化操作能力。</td>
|
||
<td><div class="badge badge-primary badge-outline">环卫车</div></td>
|
||
<td>
|
||
<div class="badge badge-primary">市占率(新能源): 31.0%</div>
|
||
<div class="badge badge-ghost">较24年利润弹性: 30%</div>
|
||
</td>
|
||
</tr>
|
||
<tr class="hover:bg-indigo-900/40">
|
||
<td class="p-4 font-bold text-indigo-300">宇通重工</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600817" target="_blank" class="link link-hover text-indigo-400">600817</a></td>
|
||
<td>环卫车龙二，与文远知行打造国内首款前装量产L4级无人环卫车。</td>
|
||
<td><div class="badge badge-primary badge-outline">环卫车</div></td>
|
||
<td>
|
||
<div class="badge badge-primary">市占率(新能源): 22.1%</div>
|
||
<div class="badge badge-ghost">较24年利润弹性: 19%</div>
|
||
</td>
|
||
</tr>
|
||
<!-- Others -->
|
||
<tr class="hover:bg-slate-800/40">
|
||
<td class="p-4">金龙汽车</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600686" target="_blank" class="link link-hover">600686</a></td>
|
||
<td>自研“龙卫”产品，L4级自动驾驶吸扫式环卫车。</td>
|
||
<td><div class="badge badge-outline">环卫车</div></td>
|
||
<td><div class="badge badge-ghost">消息来源: 苏州金龙</div></td>
|
||
</tr>
|
||
<tr class="hover:bg-slate-800/40">
|
||
<td class="p-4">东风股份</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600006" target="_blank" class="link link-hover">600006</a></td>
|
||
<td>无人驾驶产品聚焦物流和环卫，已在襄阳示范应用。</td>
|
||
<td><div class="badge badge-outline">环卫车</div></td>
|
||
<td><div class="badge badge-ghost">消息来源: 公社搜互动</div></td>
|
||
</tr>
|
||
<tr class="hover:bg-slate-800/40">
|
||
<td class="p-4">汉嘉设计</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300746" target="_blank" class="link link-hover">300746</a></td>
|
||
<td>子公司伏泰科技机器人覆盖环卫清扫，算法优势突出。</td>
|
||
<td><div class="badge badge-secondary badge-outline">技术/设备支持</div></td>
|
||
<td><div class="badge badge-ghost">超6万辆环卫车数据支撑</div></td>
|
||
</tr>
|
||
<tr class="hover:bg-slate-800/40">
|
||
<td class="p-4">大地电气</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=920436" target="_blank" class="link link-hover">920436</a></td>
|
||
<td>线控底盘是无人驾驶增量方向。</td>
|
||
<td><div class="badge badge-secondary badge-outline">技术/设备支持</div></td>
|
||
<td><div class="badge badge-ghost">消息来源: 公社搜公告</div></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
|
||
<footer class="text-center mt-16 pt-8 border-t border-blue-900/50">
|
||
<p class="text-xs text-slate-500">
|
||
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<br>
|
||
本报告基于公开数据合成，不构成任何投资建议，投资需谨慎。
|
||
</p>
|
||
</footer>
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
// Market Size Chart
|
||
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|
||
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|
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|
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|
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|
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|
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|
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|
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|
||
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|
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|
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|
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|
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|
||
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
||
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|
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var profitElasticityChartDom = document.getElementById('profitElasticityChart');
|
||
var profitElasticityChart = echarts.init(profitElasticityChartDom, 'dark');
|
||
var profitElasticityOption = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: {
|
||
trigger: 'item',
|
||
formatter: '{b} <br/>弹性: {c}% <br/>金额: {d}亿元'
|
||
},
|
||
legend: {
|
||
orient: 'vertical',
|
||
left: 'left',
|
||
textStyle: { color: '#c0c0ff' }
|
||
},
|
||
series: [{
|
||
name: '利润弹性',
|
||
type: 'pie',
|
||
radius: ['40%', '70%'],
|
||
avoidLabelOverlap: false,
|
||
itemStyle: {
|
||
borderRadius: 10,
|
||
borderColor: 'rgba(10, 10, 26, 0.8)',
|
||
borderWidth: 2
|
||
},
|
||
label: {
|
||
show: false,
|
||
position: 'center'
|
||
},
|
||
emphasis: {
|
||
label: {
|
||
show: true,
|
||
fontSize: '20',
|
||
fontWeight: 'bold',
|
||
formatter: '{b}\n{c}%',
|
||
color: '#fff'
|
||
}
|
||
},
|
||
labelLine: {
|
||
show: false
|
||
},
|
||
data: [
|
||
{ value: 279, name: '福龙马', extra: 4.05 },
|
||
{ value: 211, name: '劲旅环境', extra: 2.97 },
|
||
{ value: 145, name: '侨银股份', extra: 4.19 },
|
||
{ value: 132, name: '玉禾田', extra: 7.60 },
|
||
{ value: 30, name: '盈峰环境', extra: 1.54 },
|
||
{ value: 19, name: '宇通重工', extra: 0.43 }
|
||
].map(item => ({
|
||
value: item.value,
|
||
name: item.name,
|
||
d: item.extra // Custom property for tooltip
|
||
}))
|
||
}]
|
||
};
|
||
profitElasticityChart.setOption(profitElasticityOption);
|
||
|
||
window.addEventListener('resize', function () {
|
||
marketSizeChart.resize();
|
||
profitElasticityChart.resize();
|
||
});
|
||
});
|
||
</script>
|
||
|
||
</body>
|
||
</html> |