466 lines
31 KiB
HTML
466 lines
31 KiB
HTML
<!DOCTYPE html>
|
||
<html lang="zh-CN" data-theme="dark">
|
||
<head>
|
||
<meta charset="UTF-8">
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<title>AEBS (自动紧急制动系统) 概念深度研报</title>
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
|
||
<style>
|
||
@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&display=swap');
|
||
|
||
:root {
|
||
--glow-color: rgba(0, 191, 255, 0.7);
|
||
--glow-spread: 150px;
|
||
}
|
||
|
||
body {
|
||
font-family: 'Inter', sans-serif;
|
||
background-color: #00010f;
|
||
color: #e0e0e0;
|
||
overflow-x: hidden;
|
||
position: relative;
|
||
}
|
||
|
||
body::before {
|
||
content: '';
|
||
position: fixed;
|
||
top: -20%;
|
||
left: -20%;
|
||
width: 60vw;
|
||
height: 60vh;
|
||
background: radial-gradient(circle, rgba(74, 0, 224, 0.2), transparent 70%);
|
||
filter: blur(100px);
|
||
z-index: -1;
|
||
animation: move-glow1 25s infinite alternate;
|
||
}
|
||
|
||
body::after {
|
||
content: '';
|
||
position: fixed;
|
||
bottom: -20%;
|
||
right: -20%;
|
||
width: 60vw;
|
||
height: 60vh;
|
||
background: radial-gradient(circle, rgba(0, 150, 255, 0.2), transparent 70%);
|
||
filter: blur(100px);
|
||
z-index: -1;
|
||
animation: move-glow2 20s infinite alternate;
|
||
}
|
||
|
||
@keyframes move-glow1 {
|
||
from { transform: translate(0, 0); }
|
||
to { transform: translate(50vw, 30vh); }
|
||
}
|
||
|
||
@keyframes move-glow2 {
|
||
from { transform: translate(0, 0); }
|
||
to { transform: translate(-40vw, -40vh); }
|
||
}
|
||
|
||
.glass-card {
|
||
background: rgba(15, 18, 38, 0.2);
|
||
backdrop-filter: blur(20px);
|
||
-webkit-backdrop-filter: blur(20px);
|
||
border: 1px solid rgba(255, 255, 255, 0.1);
|
||
border-radius: 2rem;
|
||
transition: all 0.3s ease;
|
||
}
|
||
|
||
.glass-card:hover {
|
||
background: rgba(15, 18, 38, 0.4);
|
||
border-color: rgba(255, 255, 255, 0.2);
|
||
transform: translateY(-5px);
|
||
}
|
||
|
||
.title-glow {
|
||
text-shadow: 0 0 10px rgba(255, 255, 255, 0.3), 0 0 20px var(--glow-color), 0 0 40px var(--glow-color);
|
||
}
|
||
|
||
.bento-grid {
|
||
display: grid;
|
||
gap: 1.5rem;
|
||
grid-template-columns: repeat(12, 1fr);
|
||
grid-auto-rows: minmax(100px, auto);
|
||
}
|
||
|
||
.bento-item {
|
||
padding: 1.5rem;
|
||
box-shadow: 0 8px 32px 0 rgba(0, 0, 0, 0.37);
|
||
}
|
||
|
||
/* Specific grid item spans */
|
||
.insight-main { grid-column: 1 / -1; grid-row: 1 / 3; }
|
||
.news-data { grid-column: 1 / -1; }
|
||
.roadshow-data { grid-column: 1 / -1; }
|
||
.research-data { grid-column: 1 / -1; }
|
||
.chart-data { grid-column: 1 / -1; }
|
||
|
||
@media (min-width: 1024px) {
|
||
.insight-main { grid-column: 1 / 8; grid-row: 1 / 4; }
|
||
.news-data { grid-column: 8 / 13; grid-row: 1 / 2; }
|
||
.roadshow-data { grid-column: 1 / 8; grid-row: 4 / 6; }
|
||
.research-data { grid-column: 8 / 13; grid-row: 2 / 4; }
|
||
.chart-data { grid-column: 8 / 13; grid-row: 4 / 6; }
|
||
}
|
||
|
||
h2, h3, h4 {
|
||
color: #ffffff;
|
||
font-weight: 600;
|
||
}
|
||
|
||
.table th, .table td {
|
||
border-bottom-color: rgba(255, 255, 255, 0.1) !important;
|
||
}
|
||
|
||
.table a {
|
||
color: #60a5fa;
|
||
transition: color 0.2s;
|
||
}
|
||
.table a:hover {
|
||
color: #93c5fd;
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="p-4 sm:p-6 lg:p-8">
|
||
|
||
<div class="container mx-auto max-w-screen-2xl">
|
||
<header class="text-center py-12">
|
||
<h1 class="text-4xl md:text-6xl font-bold title-glow">AEBS</h1>
|
||
<p class="text-xl md:text-2xl mt-4 text-gray-300">自动紧急制动系统 · 概念深度研报</p>
|
||
</header>
|
||
|
||
<main class="bento-grid">
|
||
<!-- Insight Main Panel -->
|
||
<section class="bento-item glass-card insight-main" x-data="{ activeTab: 'summary' }">
|
||
<h2 class="text-2xl font-bold mb-4 text-cyan-300">概念深度洞察 (Insight)</h2>
|
||
|
||
<div class="tabs tabs-boxed bg-black/20 mb-6">
|
||
<a class="tab" :class="{ 'tab-active': activeTab === 'summary' }" @click="activeTab = 'summary'">核心摘要</a>
|
||
<a class="tab" :class="{ 'tab-active': activeTab === 'logic' }" @click="activeTab = 'logic'">核心逻辑</a>
|
||
<a class="tab" :class="{ 'tab-active': activeTab === 'path' }" @click="activeTab = 'path'">发展路径</a>
|
||
<a class="tab" :class="{ 'tab-active': activeTab === 'players' }" @click="activeTab = 'players'">产业链</a>
|
||
<a class="tab" :class="{ 'tab-active': activeTab === 'risks' }" @click="activeTab = 'risks'">风险挑战</a>
|
||
</div>
|
||
|
||
<div class="prose max-w-none prose-invert prose-p:text-gray-300 prose-li:text-gray-300">
|
||
<div x-show="activeTab === 'summary'">
|
||
<h3 class="text-xl text-fuchsia-400">核心观点摘要</h3>
|
||
<p>AEBS概念的本质是<strong>政策驱动下的确定性市场扩容</strong>，其核心逻辑是从“高端选配”向“全系标配”的强制性转变。当前市场正处于<strong>政策发布后的预期发酵与主题炒作阶段</strong>，但其背后拥有坚实的产业基本面支撑。未来潜力不仅在于低端车型的“从0到1”的渗透率提升，更在于标准加严所催生的“从1到N”的<strong>技术升级与价值量提升</strong>，特别是向多传感器融合方案（如激光雷达）的演进。</p>
|
||
<h4 class="text-lg mt-4">概念事件</h4>
|
||
<p>核心催化剂源于中国汽车安全法规的重大升级，将AEBS从推荐性配置（GB/T）提升为强制性国家标准（GB）。</p>
|
||
<ul class="list-disc pl-5">
|
||
<li><strong>2025年5月16日</strong>：强制性国标《轻型汽车自动紧急制动系统技术要求及试验方法》完成起草，进入公开征求意见阶段。</li>
|
||
<li><strong>2026年7月起</strong>：营运客车AEBS和LDWS将强制标配。</li>
|
||
<li><strong>预计2028年1月1日</strong>：乘用车与轻型货车AEBS强制标准正式施行。</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div x-show="activeTab === 'logic'">
|
||
<h3 class="text-xl text-fuchsia-400">核心逻辑与市场认知分析</h3>
|
||
<p><strong>核心驱动力：法规强制性 (Policy-Driven Demand)</strong></p>
|
||
<p>支撑AEBS概念的根本逻辑是不可逆的、自上而下的政策强制要求。与依赖消费者偏好或车企主动创新的功能不同，强制性国标为AEBS创造了一个具备法律效力的、可预测的增量市场。目前<strong>8万元以下</strong>车型的AEBS渗透率仅为<strong>2.6%</strong>，这部分成本敏感型市场正是强制法规将要激活的核心增量空间，预计年增量达<strong>730万台</strong>。</p>
|
||
|
||
<h4 class="text-lg mt-4">预期差分析：三个认知偏差</h4>
|
||
<ol class="list-decimal pl-5 space-y-2">
|
||
<li><strong>时间差 (Timing Mismatch)</strong>: 市场的即时狂热与政策的远期执行（商用车2026年，乘用车2028年）存在显著时间差。市场可能过度price-in了短期业绩爆发。一个关键例外是<strong>锐明技术</strong>，其受益于2025年7月执行的欧盟法规，业绩兑现确定性更高。</li>
|
||
<li><strong>结构差 (Structural Mismatch)</strong>: 这并非一个“从0到1”的普适性机会，而是一个结构性机会。2024年乘用车AEBS整体搭载率已达62.1%，机会主要在低端车型的“从无到有”和全系车型的“从有到优”。</li>
|
||
<li><strong>技术差 (Technological Mismatch)</strong>: 市场初期可能笼统炒作概念股，但技术路径存在分化：低成本方案（如500元的前视一体机）和高阶方案（融合激光雷达，安全速度上限从85km/h提升至140km/h）。新国标对弱势群体识别、更低误检率的要求，实际上间接推动了激光雷达等高精度传感器的应用。</li>
|
||
</ol>
|
||
</div>
|
||
|
||
<div x-show="activeTab === 'path'">
|
||
<h3 class="text-xl text-fuchsia-400">关键催化剂与未来发展路径</h3>
|
||
<h4 class="text-lg">近期催化剂 (3-6个月)</h4>
|
||
<ul class="list-disc pl-5">
|
||
<li><strong>政策定稿发布</strong>：2025年6月30日征求意见结束后，最终版国标的发布是关键。</li>
|
||
<li><strong>欧盟法规执行</strong>：2025年7月欧盟R131法规执行，将直接体现在锐明技术等出口导向型公司的财报上。</li>
|
||
<li><strong>核心公司定点/订单公告</strong>：主流车企大规模定点订单的公告将是强力催化剂。</li>
|
||
</ul>
|
||
|
||
<h4 class="text-lg mt-4">长期发展路径</h4>
|
||
<ul class="timeline timeline-vertical">
|
||
<li>
|
||
<div class="timeline-start timeline-box"><strong>第一阶段 (2025-2026)</strong></div>
|
||
<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-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 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg></div>
|
||
<div class="timeline-end timeline-box">商用车先行与海外市场兑现</div>
|
||
<hr class="bg-cyan-400"/>
|
||
</li>
|
||
<li>
|
||
<hr class="bg-cyan-400"/>
|
||
<div class="timeline-start timeline-box"><strong>第二阶段 (2026-2028)</strong></div>
|
||
<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-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 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg></div>
|
||
<div class="timeline-end timeline-box">乘用车市场全面渗透</div>
|
||
<hr class="bg-cyan-400"/>
|
||
</li>
|
||
<li>
|
||
<hr class="bg-cyan-400"/>
|
||
<div class="timeline-start timeline-box"><strong>第三阶段 (2028年以后)</strong></div>
|
||
<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-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 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg></div>
|
||
<div class="timeline-end timeline-box">技术升级驱动价值量提升</div>
|
||
<hr class="bg-cyan-400"/>
|
||
</li>
|
||
<li>
|
||
<hr class="bg-cyan-400"/>
|
||
<div class="timeline-start timeline-box"><strong>最终形态</strong></div>
|
||
<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-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 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg></div>
|
||
<div class="timeline-end timeline-box">融入高阶智驾系统</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div x-show="activeTab === 'players'">
|
||
<h3 class="text-xl text-fuchsia-400">产业链与核心公司深度剖析</h3>
|
||
<p>产业链图谱主要分为上游（感知与决策）、中游（系统集成与执行）和下游（测试与服务）。</p>
|
||
|
||
<h4 class="text-lg mt-4">核心玩家对比</h4>
|
||
<ul class="space-y-3">
|
||
<li><strong>领导者梯队 (逻辑纯粹，进展明确)</strong>:
|
||
<ul class="list-disc pl-6">
|
||
<li><strong>锐明技术</strong>: <span class="text-green-400">逻辑最硬、确定性最高</span>。已获比亚迪10款车型订单用于出口，商业闭环已形成。</li>
|
||
<li><strong>万安科技</strong>: <span class="text-green-400">商用车国产替代核心</span>。具备成本优势，已获小批量订单。</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>追赶者与潜力股</strong>:
|
||
<ul class="list-disc pl-6">
|
||
<li><strong>亚太股份</strong>: 传统巨头转型，通过线控制动切入，属“执行层卡位”。</li>
|
||
<li><strong>万集科技/禾赛科技</strong>: “卖铲人”与技术升级引领者，提供高性能AEBS必需的激光雷达，代表长线价值。</li>
|
||
<li><strong>中汽股份</strong>: “裁判员”与规则受益者，受益于强制标准带来的测试需求爆发。</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div x-show="activeTab === 'risks'">
|
||
<h3 class="text-xl text-fuchsia-400">潜在风险与挑战</h3>
|
||
<ul class="list-disc pl-5 space-y-2">
|
||
<li><strong>技术风险</strong>: 低成本纯视觉方案在复杂场景下性能可能不达标，存在“功能达标”与“成本控制”的矛盾。</li>
|
||
<li><strong>商业化风险</strong>: 对低价车型，增加500元以上的硬性成本压力巨大，可能导致市场出现大量“形式主义”的AEBS，抑制技术升级。</li>
|
||
<li><strong>政策与竞争风险</strong>: 强制标准最终稿可能存在变数，实施日期可能推迟；大量玩家涌入可能导致价格战。</li>
|
||
<li><strong>信息交叉验证风险</strong>: 新闻热度与公司路演现实（多处于小批量/定点阶段）存在明显预期差。</li>
|
||
</ul>
|
||
<h3 class="text-xl text-fuchsia-400 mt-6">综合结论与投资启示</h3>
|
||
<p>AEBS概念正处于<strong>由“政策预期驱动的主题炒作”向“订单驱动的基本面兑现”过渡的关键阶段</strong>。需求真实且强制，具备长期投资价值，但需警惕短期炒作与业绩兑现的时间差。</p>
|
||
|
||
<h4 class="text-lg mt-4">最具投资价值的细分环节</h4>
|
||
<ol class="list-decimal pl-5 space-y-1">
|
||
<li><strong>商用车AEBS系统</strong> (短期确定性最高): 锐明技术、万安科技。</li>
|
||
<li><strong>高性能感知硬件(激光雷达)</strong> (长线技术升级): 万集科技、禾赛科技。</li>
|
||
<li><strong>第三方测试服务</strong> (政策“收费站”): 中汽股份。</li>
|
||
</ol>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- News Data -->
|
||
<section class="bento-item glass-card news-data">
|
||
<h3 class="text-xl font-bold mb-4">新闻速览：政策引爆市场</h3>
|
||
<div class="text-sm space-y-3 text-gray-300">
|
||
<p><strong>政策核心：</strong>强制性国标《轻型汽车自动紧急制动系统技术要求及试验方法》进入征求意见阶段，将从推荐性升级为强制性，要求所有乘用车(M1)和轻型货车(N1)强制安装AEBS。</p>
|
||
<p><strong>技术要求升级：</strong>新增对行人、自行车、摩托车等弱势群体的识别考核，并增加仿真测试项目。</p>
|
||
<p><strong>市场反应：</strong>政策发布后，“AEBS概念”板块被引爆，万安科技、路畅科技等多股涨停。市场将其对标2019年ETC强制安装行情，预期巨大增量空间。</p>
|
||
<p><strong>商用车预期：</strong>商用车AEB法规预计26年7月强制执行，市场预计26年下半年至27年需求将爆发。</p>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Research Data -->
|
||
<section class="bento-item glass-card research-data overflow-hidden">
|
||
<h3 class="text-xl font-bold mb-4">研报精粹：市场空间与技术路径</h3>
|
||
<div class="text-sm space-y-3 text-gray-300">
|
||
<p><strong>当前渗透率 (2024年1-6月):</strong> 乘用车前装AEBS搭载率 <span class="font-bold text-cyan-400 text-lg">62.1%</span>，价格分层显著，<span class="text-red-400">8万以下车型仅2.6%</span>。</p>
|
||
<p><strong>主要增量市场:</strong> 15万以下车型是主要增量市场，年增量约 <span class="font-bold text-cyan-400 text-lg">730万台</span>。</p>
|
||
<p><strong>商用车空间:</strong> 渗透率不足10%，预计有 <span class="font-bold text-cyan-400 text-lg">10倍</span> 增长空间。</p>
|
||
<p><strong>技术方案演进:</strong>
|
||
<ul class="list-inside list-disc">
|
||
<li><strong>基础方案:</strong> 8MP前视一体机，成本已降至500元左右。</li>
|
||
<li><strong>升级趋势:</strong> 新国标加严（高时速、低误检率）使激光雷达优势凸显，有望推动其在中低端车型中标配。禾赛ATX等产品售价已低至200美元。</li>
|
||
</ul>
|
||
</p>
|
||
<p><strong>测试需求爆发：</strong>AEBS标配带来大量新增车型测试需求，仿真测试等项目增加，利好测试服务商。</p>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Roadshow Data -->
|
||
<section class="bento-item glass-card roadshow-data" x-data="{ tab: 'rmjs' }">
|
||
<h3 class="text-xl font-bold mb-4">路演纪要：企业动态与布局</h3>
|
||
<div class="tabs tabs-boxed bg-black/20 mb-4">
|
||
<a class="tab" :class="{'tab-active': tab === 'rmjs'}" @click="tab = 'rmjs'">锐明技术</a>
|
||
<a class="tab" :class="{'tab-active': tab === 'hs'}" @click="tab = 'hs'">禾赛科技</a>
|
||
<a class="tab" :class="{'tab-active': tab === 'ytgf'}" @click="tab = 'ytgf'">亚太股份</a>
|
||
<a class="tab" :class="{'tab-active': tab === 'other'}" @click="tab = 'other'">其他</a>
|
||
</div>
|
||
<div class="text-sm space-y-2 text-gray-300">
|
||
<div x-show="tab === 'rmjs'">
|
||
<h4 class="font-semibold text-white">锐明技术 (002970)</h4>
|
||
<ul class="list-disc pl-5">
|
||
<li><strong>欧盟市场突破：</strong>受益于欧盟R131法规（2025年7月强制执行），已获比亚迪等客户订单，技术指标超预期。</li>
|
||
<li><strong>高毛利产品：</strong>AEBS、BSD等高附加值产品批量出货，提升毛利率。</li>
|
||
<li><strong>战略聚焦：</strong>聚焦“安全”主线，以AEBS等L2+功能为切入点，暂不涉足L4高阶自动驾驶。</li>
|
||
<li><strong>单车价值提升：</strong>货运解决方案单车价值从100美元增至500-3000美元（含电子后视镜、AEBS等）。</li>
|
||
</ul>
|
||
</div>
|
||
<div x-show="tab === 'hs'">
|
||
<h4 class="font-semibold text-white">禾赛科技</h4>
|
||
<ul class="list-disc pl-5">
|
||
<li><strong>AEBS新规催化：</strong>新规通过强制性性能要求（如行人/两轮车识别、低误检率），间接推动激光雷达标配化。</li>
|
||
<li><strong>市场下沉：</strong>AEBS新规将推动激光雷达向10-20万元中低端车型渗透。</li>
|
||
<li><strong>技术优势：</strong>高阶AEBS功能需要更强的感知冗余，激光雷达在感知环节具备核心地位。</li>
|
||
</ul>
|
||
</div>
|
||
<div x-show="tab === 'ytgf'">
|
||
<h4 class="font-semibold text-white">亚太股份 (002284)</h4>
|
||
<ul class="list-disc pl-5">
|
||
<li><strong>传统业务受益：</strong>ESC（车身电子稳定系统）业务直接受益于AEBS强制标准实施预期。</li>
|
||
<li><strong>关键硬件基础：</strong>线控制动（one box）是实现高级AEBS功能（如快速响应、制动平顺）的关键硬件基础，公司在此领域布局。</li>
|
||
</ul>
|
||
</div>
|
||
<div x-show="tab === 'other'">
|
||
<h4 class="font-semibold text-white">其他公司动态</h4>
|
||
<ul class="list-disc pl-5">
|
||
<li><strong>万安科技：</strong>AEBS已有小批订单，产能已准备完善。国产方案成本优势明显（3000元 vs 外资5500-6000元）。</li>
|
||
<li><strong>苏奥传感：</strong>自主研发的刹车压力传感器可应用于AEBS，产品已进入客户定点阶段。</li>
|
||
<li><strong>瑞利科密：</strong>商用车主动安全系统龙头，气压EBS市占率第一，拓展液压系统及智能驾驶（AEBS）。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Chart Data -->
|
||
<section class="bento-item glass-card chart-data">
|
||
<h3 class="text-xl font-bold mb-4">乘用车AEBS渗透率（按价格区间）</h3>
|
||
<div id="penetrationChart" class="w-full h-64 md:h-full"></div>
|
||
</section>
|
||
|
||
</main>
|
||
|
||
<!-- Stock Tables -->
|
||
<section class="mt-8">
|
||
<h2 class="text-3xl font-bold text-center mb-8 title-glow">产业链核心公司梳理</h2>
|
||
<div class="glass-card p-4 sm:p-6 lg:p-8">
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full text-sm">
|
||
<thead class="text-white">
|
||
<tr>
|
||
<th>公司名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data injected by script -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
|
||
<footer class="text-center text-xs text-gray-500 py-8">
|
||
<p>北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
|
||
<p>本报告为AI合成数据，投资需谨慎</p>
|
||
</footer>
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
// ECharts Initialization
|
||
var chartDom = document.getElementById('penetrationChart');
|
||
var myChart = echarts.init(chartDom, 'dark');
|
||
var option = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: {
|
||
type: 'shadow'
|
||
},
|
||
formatter: '{b}: {c}%'
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '3%',
|
||
containLabel: true
|
||
},
|
||
xAxis: {
|
||
type: 'value',
|
||
boundaryGap: [0, 0.01],
|
||
axisLabel: {
|
||
formatter: '{value}%'
|
||
}
|
||
},
|
||
yAxis: {
|
||
type: 'category',
|
||
data: ['8万以下', '8-16万', '15-25万', '25万以上', '40万以上'],
|
||
axisLabel: {
|
||
color: '#ccc'
|
||
}
|
||
},
|
||
series: [{
|
||
name: '渗透率',
|
||
type: 'bar',
|
||
data: [2.6, 50.5, 85, 90, 94.5],
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(1, 0, 0, 0, [
|
||
{ offset: 0, color: '#2A5FFF' },
|
||
{ offset: 1, color: '#00C2FF' }
|
||
]),
|
||
borderRadius: [0, 5, 5, 0]
|
||
},
|
||
label: {
|
||
show: true,
|
||
position: 'right',
|
||
formatter: '{c}%',
|
||
color: '#fff'
|
||
}
|
||
}]
|
||
};
|
||
option && myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
|
||
// Stock Table Data Injection
|
||
const stockData = {
|
||
"AEBS(250516)": {
|
||
"37D81805-041E-410E-88CE-AA8C7832C0CC.jpg": [
|
||
{ "stock": "万安科技", "reason": "主营气压盘式制动器、ABS/EBS/AEBS；商用车AEBS一体机在研", "其他标签": "AEBS产品研发与生产", "stock_code": "002590" },
|
||
{ "stock": "亚太股份", "reason": "制动系统龙头。通过线控制动产品实现客户AEB功能（无单独销售），线控制动已量产", "其他标签": "AEBS产品研发与生产", "stock_code": "002284" },
|
||
{ "stock": "雷科防务", "reason": "自研汽车AEBS系统，当前重点推进市场推广", "其他标签": "AEBS产品研发与生产", "stock_code": "002413" },
|
||
{ "stock": "锐明技术", "reason": "后装AEBS产品已在公交、出租车行业落地销售", "其他标签": "AEBS产品研发与生产", "stock_code": "002970" },
|
||
{ "stock": "保隆科技", "reason": "AEBS产品进入批产阶段，覆盖自动刹车辅助系统", "其他标签": "AEBS产品研发与生产", "stock_code": "603197" },
|
||
{ "stock": "东风科技", "reason": "子公司推出商用车EBS/AEBS集成方案，已实现商业化", "其他标签": "AEBS产品研发与生产", "stock_code": "600081" },
|
||
{ "stock": "万集科技", "reason": "车载激光雷达已应用于某车企AEBS系统", "其他标签": "AEBS产品研发与生产", "stock_code": "300552" },
|
||
{ "stock": "潍柴动力", "reason": "控股公司清智科技为AEBS标准起草单位，智能网联汽车领域头部企业", "其他标签": "AEBS产品研发与生产", "stock_code": "000338" },
|
||
{ "stock": "均胜电子", "reason": "（网传未核实）或涉及AEBS核心部件（电子控制单元、传感器）供应", "其他标签": "AEBS产品研发与生产", "stock_code": "600699" },
|
||
{ "stock": "路畅科技", "reason": "AEB控制系统研发。辅助驾驶已实现LDW(车道偏离预警)、FCW(前撞预警)；LKA/AEB/ACC功能开发中", "其他标签": "智能驾驶功能开发与技术/算法", "stock_code": "002813" },
|
||
{ "stock": "豪恩汽电", "reason": "覆盖基础功能（ACC/LKA/TJA/AEB）及衍生功能（拨杆变道TLA、紧急避让ELKA）", "其他标签": "智能驾驶功能开发与技术/算法", "stock_code": "301488" },
|
||
{ "stock": "经纬恒润", "reason": "自研AEB/ACC算法及城市NOA功能算法进展顺利", "其他标签": "智能驾驶功能开发与技术/算法", "stock_code": "688326" },
|
||
{ "stock": "索菱股份", "reason": "自动驾驶产品含ADAS系统，支持FCW、AEB等功能", "其他标签": "智能驾驶功能开发与技术/算法", "stock_code": "002766" },
|
||
{ "stock": "联创电子", "reason": "光学镜头/影像模组技术领先，为AEBS摄像头系统提供支持", "其他标签": "智能驾驶功能开发与技术/算法", "stock_code": "002036" },
|
||
{ "stock": "众合科技", "reason": "研发车载融合系统，含360度监控+AEBS防护单元", "其他标签": "智能驾驶功能开发与技术/算法", "stock_code": "000925" },
|
||
{ "stock": "中机认检", "reason": "检测业务覆盖汽车电子领域，包括AEBS性能试验", "其他标签": "辅助系统与检测", "stock_code": "301508" },
|
||
{ "stock": "华依科技", "reason": "提供ADAS性能测试服务，覆盖AEB、LKA、BSD等主动安全路测", "其他标签": "辅助系统与检测", "stock_code": "688071" },
|
||
{ "stock": "光庭信息", "reason": "为部分客户提供AEB测试服务", "其他标签": "辅助系统与检测", "stock_code": "301221" },
|
||
{ "stock": "中汽股份", "reason": "AEBS强标征求意见，二期试验场投产贡献增量", "其他标签": "辅助系统与检测", "stock_code": "301215" }
|
||
]
|
||
}
|
||
};
|
||
|
||
const tableBody = document.querySelector('.table tbody');
|
||
const stocks = stockData["AEBS(250516)"]["37D81805-041E-410E-88CE-AA8C7832C0CC.jpg"];
|
||
|
||
stocks.forEach(stock => {
|
||
const row = document.createElement('tr');
|
||
row.innerHTML = `
|
||
<td class="font-semibold text-white">${stock.stock}</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=${stock.stock_code}" target="_blank" class="hover:underline">${stock.stock_code}</a></td>
|
||
<td>${stock.reason}</td>
|
||
<td><span class="badge badge-outline badge-info">${stock['其他标签']}</span></td>
|
||
`;
|
||
tableBody.appendChild(row);
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |