551 lines
36 KiB
HTML
551 lines
36 KiB
HTML
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<div class="container mx-auto px-4 sm:px-6 lg:px-8 py-16">
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<header class="text-center mb-24">
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<h1 class="text-5xl md:text-7xl font-bold tracking-tight mb-4 bg-clip-text text-transparent bg-gradient-to-r from-gray-200 to-gray-500">
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深度行研
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</h1>
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<h2 class="section-title text-4xl md:text-6xl">智元机器人概念</h2>
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<p class="mt-6 text-lg text-gray-400 max-w-3xl 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” 呈现<br>
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<span class="text-sm opacity-70">本报告为AI合成数据，投资需谨慎。</span>
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</p>
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</header>
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<main class="space-y-24">
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<!-- 0. 概念事件 -->
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<section id="concept-overview" x-data="{}" x-intersect:enter="$el.classList.add('animate-fade-in-up')">
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<div class="glass-card glow-border p-8 md:p-12">
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<h3 class="section-title mb-6">概念核心：急速演进的具身智能领军者</h3>
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<p class="text-gray-300 leading-relaxed text-lg">
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“智元机器人”概念指的是以上海智元新创技术有限公司为核心，辐射其技术、产品、资本运作及供应链合作伙伴所形成的投资主题。由前华为“天才少年”稚晖君联合创立，智元自诞生起便自带光环，其发展路径体现了中国具身智能产业从技术研发到商业化量产的急速演进。
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</p>
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<div class="mt-8 border-t border-white/10 pt-8 grid md:grid-cols-2 gap-8 text-gray-300">
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<div>
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<h4 class="font-semibold text-xl text-white mb-2">背景与催化</h4>
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<p>概念的核心催化剂是智元机器人以惊人的速度完成了“<strong class="text-green-400">技术研发 → 产品发布 → 工厂落地 → 商业量产 → 生态构建</strong>”的完整闭环，并辅以密集的资本运作，迅速将市场预期从远景概念拉入商业化验证阶段。其标志性事件是发布自研的“<strong class="text-purple-400">智元启元大模型(GO-1)</strong>”，构建了“大脑+小脑+本体”的全栈技术能力。</p>
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</div>
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<div>
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<h4 class="font-semibold text-xl text-white mb-2">核心观点摘要</h4>
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<p>智元机器人正处在从<strong class="text-blue-400">概念导入期</strong>向<strong class="text-green-400">商业化成长期</strong>高速过渡的关键阶段。其核心驱动力源于“<strong class="text-purple-400">AI大模型技术突破</strong>”与“<strong class="text-blue-400">开放式产业链快速量产</strong>”的双轮驱动。未来潜力巨大，但其超高速扩张模式也伴随着极高的执行风险和商业化落地不确定性，当前市场情绪乐观，但需警惕预期过度透支。</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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<!-- 关键时间轴 -->
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<section id="timeline">
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<h3 class="section-title text-center mb-12">发展脉络：从成立到量产的“智元速度”</h3>
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<div class="glass-card p-4 sm:p-6">
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<div id="timeline-chart"></div>
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</div>
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</section>
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<!-- 1. 核心逻辑与市场认知 -->
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<section id="core-logic">
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<h3 class="section-title text-center mb-12">双轮驱动：技术、商业与资本的协奏</h3>
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<div class="grid md:grid-cols-3 gap-8">
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<div class="glass-card p-8">
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<div class="flex items-center gap-4 mb-4">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-10 w-10 text-purple-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9.75 17L9 20l-1 1h8l-1-1-.75-3M3 13h18M5 17h14a2 2 0 002-2V5a2 2 0 00-2-2H5a2 2 0 00-2 2v10a2 2 0 002 2z" /></svg>
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<h4 class="text-2xl font-semibold text-white">技术驱动 - “大脑”先行</h4>
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</div>
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<p class="text-gray-300">智元的根本逻辑是<strong class="text-white">软件定义硬件</strong>。核心竞争力是自研的“智元启元大模型(GO-1)”，采用VLM+MoE架构，具备小样本快速泛化能力，实现“一脑多形”。为支撑训练，自建3000+平米数采工厂，将数据视为核心资产，构筑技术壁垒。</p>
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</div>
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<div class="glass-card p-8">
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<div class="flex items-center gap-4 mb-4">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-10 w-10 text-blue-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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<h4 class="text-2xl font-semibold text-white">商业化驱动 - 开放生态</h4>
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</div>
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<p class="text-gray-300">选择与宇树闭环模式截然不同的“<strong class="text-white">开放供应链</strong>”策略，利用中国制造业优势，与中大力德、富临精工等上市公司深度绑定，快速实现规模化量产。2025年1月即下线1000台的速度验证了此模式的高效性。</p>
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</div>
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<div class="glass-card p-8">
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<div class="flex items-center gap-4 mb-4">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-10 w-10 text-green-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 8c-1.657 0-3 .895-3 2s1.343 2 3 2 3 .895 3 2-1.343 2-3 2m0-8c1.11 0 2.08.402 2.599 1M12 8V7m0 1v.01" /></svg>
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<h4 class="text-2xl font-semibold text-white">资本驱动 - 产业绑定</h4>
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</div>
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<p class="text-gray-300">获得<strong class="text-white">比亚迪、上汽、北汽</strong>等车企，及<strong class="text-white">软通动力、卧龙电驱</strong>等产业链公司战略投资。这不仅提供资金，更锁定了潜在应用场景和供应链资源，形成了强大的产业联盟，加速商业化。</p>
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</div>
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</div>
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</section>
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<!-- 产品技术 Bento Grid -->
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<section id="products-tech">
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<h3 class="section-title text-center mb-12">产品矩阵与技术核心</h3>
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<div class="bento-grid">
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<div class="bento-item glass-card col-span-6 md:col-span-3 lg:col-span-2 row-span-2">
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<div class="bento-item-content">
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<div>
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<h4 class="text-2xl font-bold mb-2">远征 (Expedition) 系列</h4>
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<p class="text-gray-300">主打工业场景的人形机器人，如远征A2，可在工厂辅助进行物料卸货、来料检测、部件组装等工作。</p>
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</div>
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<div class="mt-4"><span class="badge badge-info badge-outline">工业制造</span> <span class="badge badge-warning badge-outline">物流搬运</span></div>
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</div>
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</div>
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<div class="bento-item glass-card col-span-3 md:col-span-3 lg:col-span-2">
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<div class="bento-item-content">
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<h4 class="text-xl font-bold mb-2">灵犀 (Inspire) 系列</h4>
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<p class="text-gray-300 text-sm">全智能灵动机器人，如灵犀X2，搭载情感计算引擎，具备运动、交互、作业三大智能，定价10-40万元。</p>
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</div>
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</div>
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<div class="bento-item glass-card col-span-3 md:col-span-3 lg:col-span-2">
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<div class="bento-item-content">
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<h4 class="text-xl font-bold mb-2">精灵 (Genie) 系列</h4>
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<p class="text-gray-300 text-sm">即将发布的G2是工业、制造领域主打产品，具备高性能运动关节和高精度力矩传感器。</p>
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</div>
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</div>
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<div class="bento-item glass-card col-span-6 md:col-span-3 lg:col-span-4 row-span-2">
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<div class="bento-item-content">
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<div>
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<h4 class="text-3xl font-bold mb-2 text-purple-300">智元启元大模型 (GO-1)</h4>
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<p class="text-gray-300">首个通用具身基座模型，VLM+MoE架构，具备“采训推一体、持续进化、人类视频学习”能力，实现“一脑多形”的跨本体应用，能在极少数据甚至零样本下快速适应新场景。</p>
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</div>
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<div class="mt-4"><span class="badge badge-primary badge-outline">核心大脑</span> <span class="badge badge-secondary badge-outline">小样本学习</span> <span class="badge badge-accent badge-outline">泛化能力</span></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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<!-- 2. 催化剂与未来发展 -->
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<section id="catalysts-future">
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<h3 class="section-title text-center mb-12">未来展望：催化剂与发展路径</h3>
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<div class="grid md:grid-cols-2 gap-8">
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<div class="glass-card p-8">
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<h4 class="text-2xl font-semibold text-white mb-4">近期催化剂 (未来3-6个月)</h4>
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<ul class="space-y-3 list-disc list-inside text-gray-300">
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<li><strong class="text-green-400">新品发布：</strong>精灵G2的性能参数、定价及数亿元订单的详细拆解。</li>
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<li><strong class="text-blue-400">资本运作：</strong>收购“上纬新材”的后续公告，将明确资本化路径。</li>
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<li><strong class="text-purple-400">数据验证：</strong>2025年Q1、Q2的出货量数据，将是检验量产能力的试金石。</li>
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</ul>
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</div>
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<div class="glass-card p-8">
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<h4 class="text-2xl font-semibold text-white mb-4">长期发展路径</h4>
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<ul class="space-y-2 text-gray-300">
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<li class="flex items-start"><span class="font-bold text-green-400 mr-2 w-32 shrink-0">阶段一 (24-25):</span> <span><strong class="text-white">工业场景渗透。</strong>主攻汽车、3C、物流，完成商业模式验证和初始现金流积累。目标：年出货数千台。</span></li>
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<li class="flex items-start"><span class="font-bold text-blue-400 mr-2 w-32 shrink-0">阶段二 (26-27):</span> <span><strong class="text-white">商业服务拓展。</strong>进入商超、导览、康养领域。目标：实现年出货万台甚至十万台跨越。</span></li>
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<li class="flex items-start"><span class="font-bold text-purple-400 mr-2 w-32 shrink-0">阶段三 (28+):</span> <span><strong class="text-white">走向通用与家庭。</strong>技术成熟，成本降低，进入C端市场，实现通用具身智能。</span></li>
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</ul>
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</div>
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</div>
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</section>
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<!-- 4. 潜在风险与挑战 -->
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<section id="risks">
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<h3 class="section-title text-center mb-12">风险与挑战</h3>
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<div class="space-y-6">
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<div role="alert" class="alert bg-red-900/30 border border-red-500/50 text-red-200">
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<svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24"><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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<div>
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<h3 class="font-bold">商业化风险</h3>
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<div class="text-xs">产品定价较高（10-40万），工业场景客户会严格计算ROI，能否大规模替代人工存疑。2026年10万台的目标严重依赖下游需求爆发。</div>
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</div>
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</div>
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<div role="alert" class="alert bg-yellow-900/30 border border-yellow-500/50 text-yellow-200">
|
||
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|
||
<div>
|
||
<h3 class="font-bold">技术与竞争风险</h3>
|
||
<div class="text-xs">与特斯拉等国际巨头在硬件成本和软件算法上仍有差距。国内赛道拥挤，宇树、小米等实力雄厚，面临国内外全方位激烈竞争。</div>
|
||
</div>
|
||
</div>
|
||
<div role="alert" class="alert bg-blue-900/30 border border-blue-500/50 text-blue-200">
|
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|
||
<div>
|
||
<h3 class="font-bold">信息交叉验证风险</h3>
|
||
<div class="text-xs">部分研报存在将“智元”与“地平线”混淆的严重错误。出货量指引在不同路演中存在差异（2000台-6000台不等），资本路径在IPO与并购间摇摆，存在不确定性。</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 5. 产业链与核心公司 -->
|
||
<section id="supply-chain-stocks">
|
||
<h3 class="section-title text-center mb-12">产业链生态图谱与核心标的</h3>
|
||
<div class="glass-card p-4 md:p-8">
|
||
<div class="overflow-x-auto">
|
||
<table id="stock-table" class="styled-table">
|
||
<!-- JS will populate this table -->
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
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|
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const myChart = echarts.init(chartDom, 'dark'); // Use dark theme
|
||
|
||
const data = [
|
||
['2023-02-01', '公司注册成立'],
|
||
['2024-01-01', '制造工厂落地上海'],
|
||
['2024-08-01', '发布远征A2及灵犀X1系列'],
|
||
['2024-12-01', '临港工厂落地，开启商用量产'],
|
||
['2025-01-06', '第1000台机器人下线'],
|
||
['2025-03-01', '发布启元大模型(GO-1)及灵犀X2'],
|
||
['2025-05-21', '正式发布灵犀X2'],
|
||
['2025-07-01', '拟收购上市公司“上纬新材”'],
|
||
['2025-08-21', '首届合作伙伴大会，发布灵犀X2-W'],
|
||
['2025-10-16', '预告将发布重磅新品精灵G2']
|
||
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|
||
|
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|
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Alpine.data('stockTable', () => ({
|
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|
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init() {
|
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const rawData = [
|
||
{"stock":"中大力德","stock_code":"002896","reason":"获得智元机器人的产品远征A2/灵犀X1量产定点。行星减速器核心供应商，批量供应","其他标签":"流通市值: 61.16亿;减速器;零部件;行星减速器"},
|
||
{"stock":"三花智控","stock_code":"002050","reason":"是智元机器人关节执行器供应商。控股股东三花控股参投智元，持股0.391%","其他标签":"流通市值: 883.08亿;投资相关;参投"},
|
||
{"stock":"均普智能","stock_code":"688306","reason":"是智元机器人的核心供应商。与智元机器人、北京具身智能机器人创新中心建立了战略合作关系，合作内容包括场地落地、本体代工。智元本体代工；合资公司提供本体总装生产、测试设备","其他标签":"流通市值: 45.23亿;代工;本体;战略合作"},
|
||
{"stock":"长盛轴承","stock_code":"300718","reason":"公司与优必选及智元机器人的合作正处于技术交流及合作研发阶段。","其他标签":"流通市值: 39.51亿;业务相关;其他"},
|
||
{"stock":"富临精工","stock_code":"300432","reason":"与智元机器人等签署合作框架协议，并共同投资设立合资公司，公司持股20%、智元机器人持股20%。为智元机器人供应链提供电关节模组。关节总成。","其他标签":"流通市值: 194.05亿;业务相关;合资公司;零部件;关节总成"},
|
||
{"stock":"恒工精密","stock_code":"301261","reason":"通过基金间接持有智元机器人股权(0.637%)。已批量供货人形机器人结构件。结构件，初步合作。","其他标签":"流通市值: 17.80亿;投资相关;参投;其他"},
|
||
{"stock":"豪森智能","stock_code":"688529","reason":"正与智元机器人等机器人制造商进行合作交流，探索人形机器人在汽车生产制造领域的应用。","其他标签":"业务相关;其他"},
|
||
{"stock":"奥比中光","stock_code":"688322","reason":"已与智元机器人等超百家机器人客户实现业务合作，为智元机器人供应链提供3D视觉传感器。","其他标签":"业务相关;零部件;3D视觉传感器"},
|
||
{"stock":"蓝思科技","stock_code":"300433","reason":"与智元机器人批量交付灵犀X1。深度参与核心部件生产组装与测试控制，并负责本体代工。","其他标签":"业务相关;战略合作;本体代工;联合交付灵犀X1"},
|
||
{"stock":"上海临港","stock_code":"600848","reason":"成功引入智元机器人等一批高质量企业和项目。","其他标签":"业务相关;其他"},
|
||
{"stock":"柯力传感","stock_code":"603662","reason":"公司六维力传感器已给智元机器人送样，目前还在测试中。","其他标签":"业务相关;传感器;送样"},
|
||
{"stock":"上汽集团","stock_code":"600104","reason":"下属企业上汽创投参与智元机器人A3轮战略融资。通过上海具身创投基金参投智元。旗下上汽永创参投智元，持股0.608%","其他标签":"业务相关;投资相关;参投"},
|
||
{"stock":"领益智造","stock_code":"002600","reason":"子公司东莞领杰与智元签订战略合作框架协议及ODM合作框架协议。","其他标签":"业务相关;代工;其他"},
|
||
{"stock":"软通动力","stock_code":"301236","reason":"与智元签署战略合作协议，展开深度合作。公司也是智元股东，持股1.301%。","其他标签":"业务相关;战略合作;股东;深度合作;投资相关;参投"},
|
||
{"stock":"超捷股份","stock_code":"301005","reason":"已取得智元机器人等客户小批量样品订单，为其提供传感器基座。","其他标签":"业务相关;零部件;传感器基座;其他"},
|
||
{"stock":"卧龙电驱","stock_code":"600580","reason":"旗下公司与智元签订场景应用合作协议。参投智元，持股0.739%。","其他标签":"业务相关;战略合作;应用场景合作;投资相关;参投"},
|
||
{"stock":"东阳光","stock_code":"600673","reason":"与智元机器人合资成立湖北光谷东智具身智能公司，东阳光持股70%，智元持股15%。","其他标签":"业务相关;投资相关;共设公司"},
|
||
{"stock":"商络电子","stock_code":"300975","reason":"已与智元等国内优质机器人公司展开合作或达成合作意向，供应元器件产品。","其他标签":"业务相关;其他"},
|
||
{"stock":"金固股份","stock_code":"002488","reason":"和智元机器人的合作项目正在开发推进阶段。","其他标签":"业务相关;其他"},
|
||
{"stock":"绿的谐波","stock_code":"688017","reason":"为智元机器人供应链提供谐波减速器，批量供应。","其他标签":"零部件;谐波减速器;减速器"},
|
||
{"stock":"均胜电子","stock_code":"600699","reason":"为智元机器人供应链提供小批量零部件。IMU、六维力传感器，批量供应。","其他标签":"零部件;小批量;传感器"},
|
||
{"stock":"天准科技","stock_code":"688003","reason":"为智元机器人供应链提供控制器。","其他标签":"零部件;控制器"},
|
||
{"stock":"宁波华翔","stock_code":"002048","reason":"智元本体代工；合资公司组建、机器人装配、供应链。","其他标签":"代工;本体"},
|
||
{"stock":"博众精工","stock_code":"688097","reason":"代工远征系列。","其他标签":"代工;非本体"},
|
||
{"stock":"禾川科技","stock_code":"688320","reason":"关节总成相关。","其他标签":"关节总成"},
|
||
{"stock":"恒立液压","stock_code":"601100","reason":"直线执行器，对接。","其他标签":"关节总成"},
|
||
{"stock":"步科股份","stock_code":"688160","reason":"无框力矩电机。","其他标签":"电机"},
|
||
{"stock":"华依科技","stock_code":"688071","reason":"IMU，批量供应。","其他标签":"传感器"},
|
||
{"stock":"东华测试","stock_code":"300354","reason":"六维力传感器，送样。","其他标签":"传感器"},
|
||
{"stock":"安培龙","stock_code":"301413","reason":"力矩传感器，送样。","其他标签":"传感器"},
|
||
{"stock":"奥飞娱乐","stock_code":"002292","reason":"采购诺亦腾动捕设备(奥飞参股5%)。","其他标签":"动捕"},
|
||
{"stock":"凌云光","stock_code":"688400","reason":"为智元大模型提供真实数据，受益。","其他标签":"动捕"},
|
||
{"stock":"比亚迪","stock_code":"002594","reason":"参投智元，持股2.317%。","其他标签":"投资相关;参投"},
|
||
{"stock":"张江高科","stock_code":"600895","reason":"通过上海具身创投基金参投智元。","其他标签":"投资相关;参投"},
|
||
{"stock":"华培动力","stock_code":"603121","reason":"通过上海具身创投基金参投智元。","其他标签":"投资相关;参投"},
|
||
{"stock":"龙旗科技","stock_code":"603341","reason":"参投智元，持股0.739%。","其他标签":"投资相关;参投"},
|
||
{"stock":"上纬新材","stock_code":"688585","reason":"智元机器人拟至少收购其63.62%股份。","其他标签":"投资相关;参投;资本运作"},
|
||
{"stock":"大丰实业","stock_code":"603081","reason":"与智元共设公司(公司85%，智元15%)开发文娱体旅商场需求人形机器人。","其他标签":"投资相关;共设公司"}
|
||
];
|
||
|
||
// Deduplicate and merge data
|
||
rawData.forEach(item => {
|
||
const code = item.stock_code || item.stock;
|
||
if (!this.stocks[code]) {
|
||
this.stocks[code] = {
|
||
name: item.stock,
|
||
code: item.stock_code,
|
||
reasons: new Set(),
|
||
tags: new Set()
|
||
};
|
||
}
|
||
this.stocks[code].reasons.add(item.reason.replace(/。/g, '; ').trim());
|
||
if (item.其他标签) {
|
||
item.其他标签.split(';').forEach(tag => this.stocks[code].tags.add(tag.trim()));
|
||
}
|
||
});
|
||
|
||
this.renderTable();
|
||
},
|
||
|
||
getCategory(tags) {
|
||
const tagSet = new Set(tags);
|
||
if (tagSet.has('减速器') || tagSet.has('关节总成') || tagSet.has('电机') || tagSet.has('传感器') || tagSet.has('控制器') || tagSet.has('零部件')) return '核心零部件';
|
||
if (tagSet.has('代工') || tagSet.has('本体')) return 'ODM/本体代工';
|
||
if (tagSet.has('投资相关') || tagSet.has('参投') || tagSet.has('共设公司') || tagSet.has('资本运作')) return '资本合作与投资';
|
||
if (tagSet.has('战略合作') || tagSet.has('业务相关')) return '生态与战略伙伴';
|
||
return '其他关联';
|
||
},
|
||
|
||
renderTable() {
|
||
const table = document.getElementById('stock-table');
|
||
const categories = {
|
||
'核心零部件': [],
|
||
'ODM/本体代工': [],
|
||
'资本合作与投资': [],
|
||
'生态与战略伙伴': [],
|
||
'其他关联': []
|
||
};
|
||
|
||
Object.values(this.stocks).forEach(stock => {
|
||
const category = this.getCategory(stock.tags);
|
||
categories[category].push(stock);
|
||
});
|
||
|
||
let html = '<thead><tr><th>股票名称</th><th>核心关联</th><th>产业链环节/标签</th></tr></thead><tbody>';
|
||
|
||
Object.entries(categories).forEach(([category, stockList]) => {
|
||
if (stockList.length > 0) {
|
||
html += `<tr><td colspan="3" class="font-bold text-lg bg-gray-800/50 text-green-400">${category}</td></tr>`;
|
||
stockList.sort((a, b) => a.name.localeCompare(b.name, 'zh-CN')).forEach(stock => {
|
||
const link = stock.code ? `<a href="https://valuefrontier.cn/company?scode=${stock.code}" target="_blank" class="hover:text-blue-400">${stock.code}</a>` : 'N/A';
|
||
const tagsHtml = Array.from(stock.tags).map(tag => `<span class="badge badge-outline badge-sm">${tag}</span>`).join(' ');
|
||
const reasonsHtml = Array.from(stock.reasons).join('; ');
|
||
|
||
html += `
|
||
<tr>
|
||
<td class="font-semibold text-white">
|
||
${stock.name} <br> <span class="text-xs text-gray-400">${link}</span>
|
||
</td>
|
||
<td class="text-sm text-gray-300 max-w-xl">${reasonsHtml}</td>
|
||
<td><div class="flex flex-wrap gap-1">${tagsHtml}</div></td>
|
||
</tr>
|
||
`;
|
||
});
|
||
}
|
||
});
|
||
|
||
html += '</tbody>';
|
||
table.innerHTML = html;
|
||
}
|
||
}));
|
||
});
|
||
</script>
|
||
|
||
</body>
|
||
</html> |