441 lines
35 KiB
HTML
441 lines
35 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>AI投研报告：无人物流</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Roboto+Mono:wght@300;400;500&family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Noto Sans SC', sans-serif;
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background-color: #02040a;
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color: #e0e0e0;
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overflow-x: hidden;
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font-family: 'Roboto Mono', monospace;
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background: rgba(10, 15, 30, 0.4);
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backdrop-filter: blur(20px);
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-webkit-backdrop-filter: blur(20px);
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border: 1px solid rgba(0, 192, 255, 0.2);
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transition: all 0.3s ease;
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}
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text-shadow: 0 0 15px rgba(45, 212, 191, 0.7);
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.bg-deep-space {
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background-color: #02040a;
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background-image:
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radial-gradient(at 20% 15%, hsla(212, 80%, 30%, 0.3) 0px, transparent 50%),
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background: linear-gradient(to top, rgba(45, 212, 191, 0.1), transparent);
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}
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.table thead th, .table tbody td {
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border-color: rgba(0, 192, 255, 0.15);
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background-color: transparent;
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}
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.table-zebra tbody tr:nth-child(even) td {
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background-color: rgba(0, 192, 255, 0.03);
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</style>
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</head>
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<body class="bg-deep-space min-h-screen">
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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="text-4xl md:text-6xl font-bold title-glow mb-4 text-teal-300">无人物流 · 产业深度解析</h1>
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<p class="text-lg text-cyan-400/80 font-mono">Deep Dive into Unmanned Logistics</p>
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<div class="mt-6 text-sm text-gray-500">
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<p>北京价值前沿科技有限公司 AI投研agent：“价小前投研” 呈现</p>
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<p>本报告为AI合成数据，投资需谨慎。报告生成日期: 2025-09-20</p>
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</div>
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</header>
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<main class="space-y-12">
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<!-- Insight 核心洞察 -->
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<section id="insight">
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<h2 class="text-3xl font-bold mb-6 text-cyan-300 glow-text flex items-center gap-3"><svg xmlns="http://www.w3.org/2000/svg" class="h-8 w-8" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9.663 17h4.673M12 3v1m6.364 1.636l-.707.707M21 12h-1M4 12H3m3.343-5.657l-.707-.707m2.828 9.9a5 5 0 117.072 0l-.548.547A3.374 3.374 0 0014 18.469V19a2 2 0 11-4 0v-.531c0-.895-.356-1.754-.988-2.386l-.548-.547z" /></svg>核心洞察 (Core Insight)</h2>
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<div class="space-y-8">
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<!-- 核心观点摘要 -->
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<div class="glass-card p-6 rounded-3xl">
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<h3 class="font-bold text-xl text-teal-300 mb-3">核心观点摘要</h3>
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<p class="text-gray-300">无人物流正处在商业化应用的<strong class="text-cyan-300">奇点时刻</strong>，其核心驱动力源于<strong class="text-cyan-300">“经济性拐点”</strong>（车辆成本骤降导致运营成本显著低于人力）与<strong class="text-cyan-300">“政策绿灯”</strong>（路权大规模开放）的双重共振。当前，行业已从概念验证阶段快速跃迁至规模化订单落地阶段，未来<strong class="text-cyan-300">2-3年</strong>内将在快递末端等特定场景实现高速渗透，并逐步向更广泛的城配领域拓展，市场潜力巨大。</p>
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</div>
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<!-- 概念事件与爆发元年 -->
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<div class="glass-card p-6 rounded-3xl" x-data="{ open: false }">
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<h3 class="font-bold text-xl text-teal-300 mb-3 cursor-pointer" @click="open = !open">概念事件：爆发元年的到来 <span x-text="open ? '[-]' : '[+]'"></span></h3>
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<div x-show="open" x-collapse>
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<ul class="space-y-4 mt-4 list-disc list-inside text-gray-300">
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<li><strong class="text-cyan-400">背景 (~2023年):</strong> 物流行业长期面临“增量不增收”困境，人力成本刚性上涨与价格战严重挤压利润空间，L4级自动驾驶技术在限定场景逐步成熟。</li>
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<li><strong class="text-cyan-400">政策破冰期 (2023-2024年):</strong> 工信部发布准入试点通知，为L3/L4上路提供国家框架。随后国家邮政局发文鼓励规模化应用，“车路云一体化”试点启动，路权开放城市迅速扩张至<strong class="text-yellow-300">200多个</strong>，审批周期缩短至3-6个月，清除核心障碍。</li>
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<li><strong class="text-cyan-400">商业化引爆点 (2024年底 - 2025年):</strong>
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<ul class="pl-6 mt-2 space-y-2">
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<li><strong class="text-teal-300">成本拐点:</strong> 单车成本从2019年超20万元，断崖式下降至2025年的<strong class="text-yellow-300">低于2万元</strong>，全生命周期成本显著低于人力。</li>
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<li><strong class="text-teal-300">订单爆发:</strong> 头部厂商商业模式跑通，在手订单突破<strong class="text-yellow-300">万台</strong>，2025年行业增速预期高达<strong class="text-yellow-300">十倍</strong>。</li>
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<li><strong class="text-teal-300">资本催化:</strong> 九识智能计划2025下半年上市，新石器完成10亿元C+轮融资，引爆板块关注度。</li>
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</ul>
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</li>
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<li><strong class="text-cyan-400">结论:</strong> 无人物流在2025年进入了由技术可行性验证转向大规模商业化部署的<strong class="text-red-400 font-bold">“爆发元年”</strong>，或称行业的“DeepSeek时刻”。</li>
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</ul>
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</div>
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</div>
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<!-- Bento Grid -->
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<div class="grid md:grid-cols-3 gap-6">
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<div class="glass-card p-6 rounded-3xl md:col-span-2">
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<h3 class="font-bold text-xl text-teal-300 mb-3">核心驱动力</h3>
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<p class="text-gray-300">经济账算通是根本驱动力。单车成本降至<strong class="text-cyan-300">2-5万</strong>元，月运营成本约<strong class="text-cyan-300">0.3万元</strong>，远低于人力成本<strong class="text-cyan-300">0.65万元</strong>。在“网点-驿站”场景，单票成本降幅高达<strong class="text-cyan-300">40%</strong>，对利润微薄的快递业是革命性变革。政策全面放行是关键催化剂，<strong class="text-cyan-300">200+城市</strong>开放路权解决核心瓶颈。L4技术在低速限定场景趋于成熟是基础保障。</p>
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</div>
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<div class="glass-card p-6 rounded-3xl flex flex-col justify-center items-center">
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<h3 class="font-bold text-lg text-teal-300 mb-2">渗透率预测</h3>
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<p class="text-5xl font-mono font-bold text-yellow-300">3.4%</p>
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<p class="text-gray-400 mt-1">预计2026年</p>
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</div>
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<div class="glass-card p-6 rounded-3xl flex flex-col justify-center items-center">
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<h3 class="font-bold text-lg text-teal-300 mb-2">单车成本骤降</h3>
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<p class="text-4xl font-mono font-bold text-yellow-300">>20万 <span class="text-2xl text-gray-400 mx-2">→</span> <2万</p>
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<p class="text-gray-400 mt-1">2019 vs 2025</p>
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</div>
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<div class="glass-card p-6 rounded-3xl md:col-span-2">
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<h3 class="font-bold text-xl text-teal-300 mb-3">市场预期差分析</h3>
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<p class="text-gray-300"><strong class="text-green-400">积极预期差:</strong> 市场可能低估了无人物流向商超、餐饮、医药等<strong class="text-green-400">非快递城配领域</strong>的横向拓展速度，这或将成为第二增长曲线。</p>
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<p class="text-gray-300 mt-2"><strong class="text-red-400">消极预期差:</strong> 低价车策略背后是“亏损换订阅”，盈利模式待验证；无法完全替代装卸等人工环节，限制降本效果；大规模替代后的<strong class="text-red-400">社会就业冲击</strong>可能引致政策收紧。</p>
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</div>
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</div>
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<!-- 产业链图谱 -->
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<div class="glass-card p-6 rounded-3xl">
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<h3 class="font-bold text-xl text-teal-300 mb-4">产业链图谱与核心公司</h3>
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<div class="grid md:grid-cols-3 gap-6 text-gray-300">
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<div>
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<h4 class="font-semibold text-lg text-cyan-400 mb-2">上游：核心零部件</h4>
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<ul class="list-disc list-inside space-y-1 text-sm">
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<li><strong class="text-teal-400">感知:</strong> 激光雷达 (速腾聚创, 禾赛科技), IMU (华依科技)</li>
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<li><strong class="text-teal-400">决策:</strong> 域控制器 (经纬恒润, 德赛西威)</li>
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<li><strong class="text-teal-400">执行:</strong> 线控制动 (伯特利), 三电 (宁德时代, 汇川技术)</li>
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<li><strong class="text-teal-400">底盘/代工:</strong> 易咖 (关键角色)</li>
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</ul>
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</div>
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<div>
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<h4 class="font-semibold text-lg text-cyan-400 mb-2">中游：整车与方案</h4>
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<ul class="list-disc list-inside space-y-1 text-sm">
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<li><strong class="text-teal-400">双寡头:</strong> 新石器, 九识智能 (非上市核心)</li>
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<li><strong class="text-teal-400">搅局者:</strong> 菜鸟 (低价策略)</li>
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<li><strong class="text-teal-400">物流巨头:</strong> 京东物流, 顺丰, 美团</li>
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<li><strong class="text-teal-400">传统车企:</strong> 金龙汽车, 宇通重工</li>
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</ul>
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</div>
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<div>
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<h4 class="font-semibold text-lg text-cyan-400 mb-2">下游：应用与运营</h4>
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<ul class="list-disc list-inside space-y-1 text-sm">
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<li><strong class="text-teal-400">快递物流:</strong> 顺丰控股 (逻辑最顺畅), 德邦股份, 通达系</li>
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<li><strong class="text-teal-400">第三方运营商:</strong> 负责区域车辆运营维护</li>
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</ul>
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</div>
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</div>
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<div class="mt-4 p-4 border border-cyan-500/20 rounded-xl bg-cyan-900/10">
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<p class="text-gray-200"><strong class="text-yellow-300">投资启示：</strong>最具投资价值环节为：1) 确定性最高的<strong class="text-cyan-300">核心零部件供应商</strong>(“卖铲人”)；2) 降本增效逻辑最顺畅的<strong class="text-cyan-300">下游应用龙头</strong>(如顺丰控股)；3) 等待IPO催化的<strong class="text-cyan-300">非上市赛道领跑者</strong>(九识智能)。</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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<!-- 行业数据与趋势 -->
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<section id="data-trends">
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<h2 class="text-3xl font-bold mb-6 text-cyan-300 glow-text flex items-center gap-3"><svg xmlns="http://www.w3.org/2000/svg" class="h-8 w-8" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M7 12l3-3 3 3 4-4M8 21l4-4 4 4M3 4h18M4 4h16v12a2 2 0 01-2 2H6a2 2 0 01-2-2V4z" /></svg>行业数据与趋势</h2>
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<div x-data="{ tab: 'trends' }">
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<div class="tabs tabs-bordered mb-6">
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'trends' }" @click.prevent="tab = 'trends'">市场趋势与规模</a>
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'policy' }" @click.prevent="tab = 'policy'">政策与技术进展</a>
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'drones' }" @click.prevent="tab = 'drones'">低空无人物流</a>
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</div>
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<div x-show="tab === 'trends'">
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<div class="grid md:grid-cols-5 gap-6">
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<div class="md:col-span-3 glass-card p-6 rounded-3xl">
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<h3 class="font-bold text-xl text-teal-300 mb-3">市场规模预测</h3>
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<div id="marketSizeChart" class="w-full h-80"></div>
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</div>
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<div class="md:col-span-2 space-y-4">
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<div class="glass-card p-4 rounded-3xl">
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<p class="text-gray-400 text-sm">2025年预测销量</p>
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<p class="text-3xl font-bold text-cyan-300 font-mono">30,000+ 辆</p>
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</div>
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<div class="glass-card p-4 rounded-3xl">
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<p class="text-gray-400 text-sm">2030年整车+运营市场空间</p>
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<p class="text-3xl font-bold text-cyan-300 font-mono">658.4 亿元</p>
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</div>
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<div class="glass-card p-4 rounded-3xl">
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<p class="text-gray-400 text-sm">可替代市场规模</p>
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<p class="text-3xl font-bold text-cyan-300 font-mono">万亿级</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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<div x-show="tab === 'policy'">
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<div class="grid md:grid-cols-2 gap-6">
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<div class="glass-card p-6 rounded-3xl">
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<h3 class="font-bold text-xl text-teal-300 mb-3">政策与路权</h3>
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<ul class="list-disc list-inside space-y-2 text-gray-300">
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<li><strong class="text-cyan-400">国家层面:</strong> 邮政局印发《人工智能+邮政快递融合发展实施意见》，明确加快无人车规模化应用。</li>
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<li><strong class="text-cyan-400">路权开放:</strong> 全国<strong class="text-yellow-300">200多个</strong>城市已开放路权审批，覆盖超80%主要物流节点城市。</li>
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<li><strong class="text-cyan-400">流程简化:</strong> 牌照申请到测试周期缩短至<strong class="text-yellow-300">3-6个月</strong>。</li>
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<li><strong class="text-cyan-400">地方试点:</strong> 深圳发布全国首个“全市域开放、全车型覆盖”技术指引。</li>
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</ul>
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</div>
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<div class="glass-card p-6 rounded-3xl">
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<h3 class="font-bold text-xl text-teal-300 mb-3">技术与成本</h3>
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<ul class="list-disc list-inside space-y-2 text-gray-300">
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<li><strong class="text-cyan-400">技术成熟度:</strong> L4自动驾驶在低速限定场景趋于成熟，龙头事故率低至<strong class="text-yellow-300">1.5次/万公里</strong>。</li>
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<li><strong class="text-cyan-400">成本突破:</strong> 整车成本与传统电车差距缩小至<strong class="text-yellow-300">2万元</strong>。菜鸟/九识推出<strong class="text-yellow-300">~2万元</strong>级车型。</li>
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<li><strong class="text-cyan-400">经济效益:</strong> 全生命周期单件配送成本仅<strong class="text-yellow-300">0.08元</strong>，较传统微面低<strong class="text-yellow-300">60%+</strong>。</li>
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<li><strong class="text-cyan-400">盈利能力:</strong> 销量超5000辆可实现盈亏平衡，达5万辆时净利率可达<strong class="text-yellow-300">40%+</strong>。</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 x-show="tab === 'drones'">
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<div class="glass-card p-6 rounded-3xl">
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<h3 class="font-bold text-xl text-teal-300 mb-3">细分赛道：低空无人物流 (无人机)</h3>
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<div class="grid md:grid-cols-3 gap-6 text-gray-300 mt-4">
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<div>
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<h4 class="font-semibold text-cyan-400">定义与场景</h4>
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<p class="text-sm">利用无人机进行末端( <20km )和支线( 50-500km )配送，是低空经济先行落地场景。</p>
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</div>
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<div>
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<h4 class="font-semibold text-cyan-400">政策支持</h4>
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<p class="text-sm">四部门发文要求建设“干-支-末”无人机配送网络，预期年内出台关键政策，明确空域放开节点。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-cyan-400">商业化进展</h4>
|
||
<p class="text-sm">美团获全国首张低空物流全境覆盖OC，顺丰、京东等巨头均已实现规模化运营。商业模式趋于成熟。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 股票列表 -->
|
||
<section id="stocks">
|
||
<h2 class="text-3xl font-bold mb-6 text-cyan-300 glow-text flex items-center gap-3"><svg xmlns="http://www.w3.org/2000/svg" class="h-8 w-8" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 17v-2m3 2v-4m3 4v-6m2 10H7a2 2 0 01-2-2V5a2 2 0 012-2h5.586a1 1 0 01.707.293l5.414 5.414a1 1 0 01.293.707V19a2 2 0 01-2 2z" /></svg>核心标的列表</h2>
|
||
|
||
<div class="glass-card rounded-3xl overflow-hidden p-2">
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr>
|
||
<th class="text-cyan-300">股票名称</th>
|
||
<th class="text-cyan-300">股票代码</th>
|
||
<th class="text-cyan-300">核心逻辑</th>
|
||
<th class="text-cyan-300">标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data from 无人物流（240722） -->
|
||
<tr><td>飞力达</td><td><a href="https://valuefrontier.cn/company?scode=300240" target="_blank" class="link link-hover text-teal-400">300240</a></td><td>打造全国首个L4级自动驾驶配送系统</td><td>无人物流零部件&系统</td></tr>
|
||
<tr><td>惠程科技</td><td>-</td><td>真机智能研发的无人配送机器人唯一生产制造商</td><td>无人物流零部件&系统</td></tr>
|
||
<tr><td>科大智能</td><td><a href="https://valuefrontier.cn/company?scode=300222" target="_blank" class="link link-hover text-teal-400">300222</a></td><td>为无人物流车提供仓储管理和物流运输的精确监控</td><td>无人物流零部件&系统</td></tr>
|
||
<tr><td>中海达</td><td><a href="https://valuefrontier.cn/company?scode=300177" target="_blank" class="link link-hover text-teal-400">300177</a></td><td>为无人物流车提供车载高精度定位产品</td><td>无人物流零部件&系统</td></tr>
|
||
<tr><td>星网宇达</td><td><a href="https://valuefrontier.cn/company?scode=002829" target="_blank" class="link link-hover text-teal-400">002829</a></td><td>为美团无人配送车提供惯导部件</td><td>无人物流零部件&系统</td></tr>
|
||
<tr><td>华安鑫创</td><td><a href="https://valuefrontier.cn/company?scode=300928" target="_blank" class="link link-hover text-teal-400">300928</a></td><td>拓展无人配送车辆新能源动力电池</td><td>无人物流零部件&系统</td></tr>
|
||
<tr><td>北纬科技</td><td><a href="https://valuefrontier.cn/company?scode=002148" target="_blank" class="link link-hover text-teal-400">002148</a></td><td>无人驾驶车联网业务与毫末智行紧密合作</td><td>无人物流零部件&系统</td></tr>
|
||
<tr><td>亚太股份</td><td><a href="https://valuefrontier.cn/company?scode=002284" target="_blank" class="link link-hover text-teal-400">002284</a></td><td>为毫末智行无人物流车提供线控制动系统</td><td>无人物流零部件&系统</td></tr>
|
||
<tr><td>东杰智能</td><td><a href="https://valuefrontier.cn/company?scode=300486" target="_blank" class="link link-hover text-teal-400">300486</a></td><td>AGV调度系统可对小车进行统一调度和管理</td><td>无人物流零部件&系统</td></tr>
|
||
<tr><td>东方精工</td><td><a href="https://valuefrontier.cn/company?scode=002611" target="_blank" class="link link-hover text-teal-400">002611</a></td><td>投资英伟达机器人合作伙伴嘉腾机器人</td><td>无人物流零部件&系统</td></tr>
|
||
<tr><td>德邦股份</td><td><a href="https://valuefrontier.cn/company?scode=603056" target="_blank" class="link link-hover text-teal-400">603056</a></td><td>拥有L4级自动驾驶货运车麒麟号</td><td>无人物流车</td></tr>
|
||
<tr><td>韵达股份</td><td><a href="https://valuefrontier.cn/company?scode=002120" target="_blank" class="link link-hover text-teal-400">002120</a></td><td>部分地区试点使用无人车配送</td><td>无人物流车</td></tr>
|
||
<tr><td>顺丰控股</td><td><a href="https://valuefrontier.cn/company?scode=002352" target="_blank" class="link link-hover text-teal-400">002352</a></td><td>国内物流龙头，已上路顺丰无人快递车</td><td>无人物流车</td></tr>
|
||
<tr><td>申通快递</td><td><a href="https://valuefrontier.cn/company?scode=002468" target="_blank" class="link link-hover text-teal-400">002468</a></td><td>无人车部分网点大量投入使用</td><td>无人物流车</td></tr>
|
||
<tr><td>圆通速递</td><td><a href="https://valuefrontier.cn/company?scode=600233" target="_blank" class="link link-hover text-teal-400">600233</a></td><td>探索无人车+快递小哥揽派接驳新模式</td><td>无人物流车</td></tr>
|
||
<tr><td>中邮科技</td><td><a href="https://valuefrontier.cn/company?scode=688648" target="_blank" class="link link-hover text-teal-400">688648</a></td><td>智能无人车投递系统在多地试点投放</td><td>无人物流车</td></tr>
|
||
<tr><td>宇通重工</td><td><a href="https://valuefrontier.cn/company?scode=600817" target="_blank" class="link link-hover text-teal-400">600817</a></td><td>公司已有无人驾驶环卫车在售</td><td>无人物流车</td></tr>
|
||
<tr><td>金龙汽车</td><td><a href="https://valuefrontier.cn/company?scode=600686" target="_blank" class="link link-hover text-teal-400">600686</a></td><td>为京东提供无人驾驶快递车</td><td>无人物流车</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<h3 class="text-2xl font-bold my-8 text-cyan-300 glow-text">近期异动个股分析</h3>
|
||
<div class="glass-card rounded-3xl overflow-hidden p-2">
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr>
|
||
<th class="text-cyan-300">股票名称</th>
|
||
<th class="text-cyan-300">股票代码</th>
|
||
<th class="text-cyan-300">异动日期</th>
|
||
<th class="text-cyan-300">涨跌幅</th>
|
||
<th class="text-cyan-300">异动原因解析</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data from 涨幅分析补充 -->
|
||
<tr><td>永悦科技</td><td><a href="https://valuefrontier.cn/company?scode=603879" target="_blank" class="link link-hover text-teal-400">603879</a></td><td>2025-06-10</td><td class="text-green-400">+9.99%</td><td class="text-sm">驱动概念: 无人机+低空经济+无人物流。俄乌冲突持续，公司已交付无人机；摘帽效应；布局低空经济；无人物流进入商业化落地阶段。</td></tr>
|
||
<tr><td>中力股份</td><td><a href="https://valuefrontier.cn/company?scode=603194" target="_blank" class="link link-hover text-teal-400">603194</a></td><td>2025-06-09</td><td class="text-green-400">+10.00%</td><td class="text-sm">驱动概念: 无人物流+智能制造+电动叉车。无人物流爆发增长期，公司作为龙头受益；智能搬运方案应用广泛；电叉业务持续领先，油改电空间大。</td></tr>
|
||
<tr><td>中创物流</td><td><a href="https://valuefrontier.cn/company?scode=603967" target="_blank" class="link link-hover text-teal-400">603967</a></td><td>2025-06-09</td><td class="text-green-400">+5.37%</td><td class="text-sm">物流板块集体走强；受益于无人车政策支持和智能化趋势；可能涉及跨境冷链业务。</td></tr>
|
||
<tr><td>中谷物流</td><td><a href="https://valuefrontier.cn/company?scode=603565" target="_blank" class="link link-hover text-teal-400">603565</a></td><td>2025-09-01</td><td class="text-green-400">+6.69%</td><td class="text-sm">物流行业景气度回升；公司上半年净利润增超41%；分红预期强化；融资资金流入。</td></tr>
|
||
<tr><td>新宁物流</td><td><a href="https://valuefrontier.cn/company?scode=300013" target="_blank" class="link link-hover text-teal-400">300013</a></td><td>2025-06-27</td><td class="text-green-400">+5.24%</td><td class="text-sm">中国物流市场规模创新高提振板块；公司承运首趟中欧班列，拓展国际业务；市场存在重组整合预期。</td></tr>
|
||
<tr><td>绿能慧充</td><td><a href="https://valuefrontier.cn/company?scode=600212" target="_blank" class="link link-hover text-teal-400">600212</a></td><td>2025-08-04</td><td class="text-green-400">+5.84%</td><td class="text-sm">市场提前获悉与新疆商贸物流集团在重载无人机等领域的战略合作；无人机出口许可证获批预期。</td></tr>
|
||
<tr><td>长久物流</td><td><a href="https://valuefrontier.cn/company?scode=603569" target="_blank" class="link link-hover text-teal-400">603569</a></td><td>2025-08-26</td><td class="text-green-400">+6.91%</td><td class="text-sm">《车辆运输车专项治理行动方案》直接利好公司经营，有望提升市场份额和运价。</td></tr>
|
||
<tr><td>创识科技</td><td><a href="https://valuefrontier.cn/company?scode=300941" target="_blank" class="link link-hover text-teal-400">300941</a></td><td>2025-06-23</td><td class="text-green-400">+5.95%</td><td class="text-sm">无人驾驶/智能城市概念带动；可能与京东在数字支付领域有深度合作预期。</td></tr>
|
||
<tr><td>德马科技</td><td><a href="https://valuefrontier.cn/company?scode=688360" target="_blank" class="link link-hover text-teal-400">688360</a></td><td>2025-07-18</td><td class="text-green-400">+14.74%</td><td class="text-sm">与热门机器人公司智元机器人合作，展示“世界首个数据驱动的具身智能机器人物流作业”，技术领先性引发市场关注。</td></tr>
|
||
<tr><td>万林物流</td><td><a href="https://valuefrontier.cn/company?scode=603117" target="_blank" class="link link-hover text-teal-400">603117</a></td><td>2025-08-29</td><td class="text-green-400">+5.68%</td><td class="text-sm">控股股东股权转让引发重组预期；同时提前终止减持计划，释放积极信号。</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
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|
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|
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