522 lines
35 KiB
HTML
522 lines
35 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="vfa_theme">
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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>智能驾驶产业链 - 深度研究报告</title>
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@import url('https://fonts.googleapis.com/css2?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-image:
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radial-gradient(circle at 15% 50%, rgba(12, 74, 110, 0.3), transparent 30%),
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radial-gradient(circle at 85% 30%, rgba(37, 99, 235, 0.2), transparent 40%),
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color: #93c5fd; /* Light blue */
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.bento-grid {
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</style>
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</head>
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<body class="text-gray-300">
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<div class="container mx-auto p-4 sm:p-8">
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<header class="text-center my-8">
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<h1 class="fui-header text-blue-300">智能驾驶产业链 · 深度研究报告</h1>
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<p class="mt-4 text-sm text-gray-400">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>
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<p class="text-xs text-gray-500">本报告为AI合成数据，投资需谨慎。</p>
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</header>
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<main class="space-y-8">
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<!-- Section: 核心观点 -->
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<section class="glass-card rounded-2xl p-6">
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<h2 class="section-title">核心观点摘要</h2>
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<p class="text-lg leading-relaxed">
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智能驾驶产业链正处于从L2向L2+（高阶辅助驾驶）功能<span class="text-cyan-400 font-semibold">加速渗透</span>的关键拐点，其核心驱动力已从单纯的技术探索演变为<span class="text-cyan-400 font-semibold">“政策准入 + 成本下探 + 巨头引领”</span>三轮驱动的确定性成长阶段。未来3-5年，产业链的价值重心将逐步从硬件（感知、计算单元）的“量增”，转向软件算法的“价值提升”与下游运营服务的“商业模式创新”。
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</p>
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</section>
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<!-- Bento Grid Layout -->
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<div class="bento-grid">
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<!-- 核心催化事件 -->
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<div class="glass-card rounded-2xl p-6 col-span-12 lg:col-span-8">
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<h2 class="section-title">核心催化事件与时间轴</h2>
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<ul class="space-y-4 text-sm">
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<li><strong class="text-blue-300">技术引领期 (~2023年):</strong> 以特斯拉FSD的持续迭代为标志，特别是BEV+Transformer模型的应用，展示了高阶智能驾驶的可能性。</li>
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<li><strong class="text-blue-300">政策准入期 (2024年6月):</strong> 工信部批准比亚迪、蔚来等九家车企进入智能网联汽车准入和上路通行试点，标志中国L3级自动驾驶走向有条件的商业化准入。</li>
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<li><strong class="text-blue-300">“鲶鱼效应”激活期 (2024年至今):</strong> 特斯拉FSD入华取得关键进展，极大刺激国内车企和供应链加速技术迭代与商业化。</li>
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<li><strong class="text-blue-300">“智驾平权”爆发期 (2024年至今):</strong> 以比亚迪、华为系为代表，将高阶智驾功能(NOA)下沉至10-20万元主流车型，智能驾驶从“炫技”走向“标配”。</li>
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<li><strong class="text-blue-300">商业化探索期 (2024-2025年):</strong> Robotaxi对公众开放、智驾保险推出，产业链价值正从硬件销售向软件服务和运营延伸。</li>
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<li><strong class="text-blue-300">标准制定与规范期 (2024年至今):</strong> “智能驾驶金字塔分级测评体系”等标准出台，为行业健康发展提供评价基准。</li>
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</ul>
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</div>
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<!-- 关键数据图表 -->
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<div class="glass-card rounded-2xl p-6 col-span-12 lg:col-span-4 flex flex-col justify-center">
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<h3 class="text-lg font-semibold text-blue-300 mb-2 text-center">高阶智驾渗透率</h3>
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<div class="text-center space-y-2">
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<div>
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<p class="text-2xl font-bold text-cyan-400">10.2%</p>
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<p class="text-xs text-gray-400">城区NOA渗透率 (2024.12)</p>
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</div>
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<div>
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<p class="text-2xl font-bold text-cyan-400">15.3%</p>
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<p class="text-xs text-gray-400">高速NOA渗透率 (2024.12)</p>
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</div>
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<p class="text-sm text-gray-400 pt-2">市场空间广阔，2024-28年中国NOA及以上功能销量CAGR预计达<span class="font-bold text-white">57%</span>。</p>
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</div>
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</div>
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<!-- 核心逻辑与市场认知 -->
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<div class="glass-card rounded-2xl p-6 col-span-12">
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<h2 class="section-title">核心逻辑与市场认知</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div>
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<h3 class="font-semibold text-blue-300 mb-2">政策强力驱动</h3>
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<p class="text-sm text-gray-400">从中央到地方政策体系快速完善，L3级准入扫清顶层障碍，行业标准出台提供“度量衡”。</p>
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</div>
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<div>
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<h3 class="font-semibold text-blue-300 mb-2">技术与成本拐点</h3>
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<p class="text-sm text-gray-400">技术上BEV+Transformer成共识，端到端大模型崭露头角。成本上，激光雷达价格从20多万降至约200美元，为“智驾平权”创造条件。</p>
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</div>
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<div>
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<h3 class="font-semibold text-blue-300 mb-2">商业化可能性驱动</h3>
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<p class="text-sm text-gray-400">特斯拉FSD入华与国内巨头“智驾下沉”战略，使智驾成为车企核心竞争力，迫使全产业链加速投入抢占市场。</p>
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</div>
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</div>
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</div>
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<!-- 预期差分析 -->
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<div class="glass-card rounded-2xl p-6 col-span-12 lg:col-span-7">
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<h2 class="section-title">预期差分析</h2>
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<ul class="space-y-3 text-sm">
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<li><strong class="text-amber-300">【预期差一】比亚迪的“理想”与“现实”:</strong> 市场普遍预期比亚迪将快速上量，但路演数据显示其2024年激光雷达搭载率不足<span class="font-bold text-white">0.5%</span>。用户对高阶智驾的付费意愿和接受度仍需培育，短期“全面普及”面临挑战。</li>
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<li><strong class="text-amber-300">【预期差二】硬件放量与价值重心的错配:</strong> 市场短期关注硬件订单爆发，但硬件成本正快速下降（激光雷达目标价100-200美元），可能迅速陷入“红海竞争”。长期真正价值核心在于软件算法与运营服务。</li>
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<li><strong class="text-amber-300">【预期差三】L3/L4商业化的“近景”与“远景”:</strong> Robotaxi试点营造出商业化近在咫尺的氛围，但单车检测成本高达<span class="font-bold text-white">500-700万元</span>，大规模盈利运营仍有巨大鸿沟，市场可能对L4落地速度过于乐观。</li>
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</ul>
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</div>
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<!-- 发展路径 -->
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<div class="glass-card rounded-2xl p-6 col-span-12 lg:col-span-5">
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<h2 class="section-title">未来发展路径</h2>
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<ul class="timeline timeline-compact timeline-vertical">
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<li>
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<div class="timeline-start timeline-box glass-card !bg-opacity-70 !border-blue-500/50">
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<time class="font-mono italic text-xs">2024-2026</time>
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<div class="text-md font-black text-blue-300">L2+全面普及</div>
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城市NOA下探至10-15万级别，渗透率有望超30%。核心硬件迎来出货量高峰。
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</div>
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<hr class="!bg-blue-500"/>
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</li>
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<li>
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<hr class="!bg-blue-500"/>
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<div class="timeline-end timeline-box glass-card !bg-opacity-70 !border-purple-500/50">
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<time class="font-mono italic text-xs">2026-2028</time>
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<div class="text-md font-black text-purple-300">L3商业化探索</div>
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特定场景下驾驶权交由系统，软件收费、智驾保险等衍生服务成为新增长点。
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</div>
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<hr class="!bg-purple-500"/>
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</li>
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<li>
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<hr class="!bg-purple-500"/>
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<div class="timeline-start timeline-box glass-card !bg-opacity-70 !border-fuchsia-500/50">
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<time class="font-mono italic text-xs">2028+</time>
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<div class="text-md font-black text-fuchsia-300">L4场景化应用</div>
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Robotaxi、无人配送等实现规模化盈利运营，价值向头部平台公司集中。
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</div>
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</li>
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</ul>
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</div>
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<!-- 产业链图谱与核心公司 -->
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<div class="glass-card rounded-2xl p-6 col-span-12">
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<h2 class="section-title">产业链图谱与核心公司</h2>
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<div x-data="{ tab: 'decision' }" class="w-full">
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<div class="tabs tabs-boxed bg-black/20 mb-4">
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<a class="tab" :class="{'tab-active': tab === 'decision'}" @click="tab = 'decision'">决策层</a>
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<a class="tab" :class="{'tab-active': tab === 'perception'}" @click="tab = 'perception'">感知层</a>
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<a class="tab" :class="{'tab-active': tab === 'integration'}" @click="tab = 'integration'">集成与整车</a>
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<a class="tab" :class="{'tab-active': tab === 'service'}" @click="tab = 'service'">运营与服务</a>
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</div>
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<div class="p-2 min-h-[150px]">
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<div x-show="tab === 'decision'">
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<h3 class="font-bold text-blue-300">决策层 (大脑)</h3>
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<p class="text-sm mt-2"><strong class="text-cyan-400">SoC芯片:</strong> 英伟达 (绝对领导者), 地平线 (强力追赶者), 华为 (强力追赶者), 黑芝麻智能</p>
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<p class="text-sm mt-1"><strong class="text-cyan-400">算法软件:</strong> Momenta, 中科创达, 百度Apollo</p>
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<p class="text-sm mt-1"><strong class="text-cyan-400">操作系统:</strong> 理想星环OS, 华为鸿蒙OS</p>
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</div>
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<div x-show="tab === 'perception'">
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<h3 class="font-bold text-blue-300">感知层 (眼耳)</h3>
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<p class="text-sm mt-2"><strong class="text-cyan-400">激光雷达:</strong> 速腾聚创 (市场份额领导者), 禾赛科技 (紧随其后), 华为, 图达通</p>
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<p class="text-sm mt-1"><strong class="text-cyan-400">摄像头:</strong> 韦尔股份 (CIS龙头), 舜宇光学 (镜头龙头), 联创电子, 思特威</p>
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<p class="text-sm mt-1"><strong class="text-cyan-400">线控底盘 (手脚):</strong> 伯特利, 科博达, 中鼎股份</p>
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</div>
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<div x-show="tab === 'integration'">
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<h3 class="font-bold text-blue-300">系统集成与整车</h3>
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<p class="text-sm mt-2"><strong class="text-cyan-400">域控制器/系统集成:</strong> 德赛西威 (出货量领先), 经纬恒润, 华为, 科博达</p>
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<p class="text-sm mt-1"><strong class="text-cyan-400">整车厂(OEM):</strong> 比亚迪 (规模+垂直整合), 特斯拉 (技术引领), 小鹏 (自研先锋), 理想, 华为系 (赛力斯, 长安等)</p>
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</div>
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<div x-show="tab === 'service'">
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<h3 class="font-bold text-blue-300">运营与服务</h3>
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<p class="text-sm mt-2"><strong class="text-cyan-400">出行服务:</strong> 百度萝卜快跑, 滴滴自动驾驶, 赛可智能</p>
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<p class="text-sm mt-1"><strong class="text-cyan-400">衍生服务:</strong> 高精地图 (四维图新), 智驾保险 (小鹏探索), 测试验证 (中国汽研)</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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<!-- 市场份额图表 -->
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<div class="glass-card rounded-2xl p-6 col-span-12 lg:col-span-6">
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<h3 class="text-lg font-semibold text-blue-300 mb-2 text-center">驾驶域控芯片市场份额 (2024.12)</h3>
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<div id="chip-chart" class="w-full h-72"></div>
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</div>
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<div class="glass-card rounded-2xl p-6 col-span-12 lg:col-span-6">
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<h3 class="text-lg font-semibold text-blue-300 mb-2 text-center">激光雷达市场份额 (2024)</h3>
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<div id="lidar-chart" class="w-full h-72"></div>
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</div>
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<!-- 潜在风险与挑战 -->
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<div class="glass-card rounded-2xl p-6 col-span-12">
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<h2 class="section-title">潜在风险与挑战</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-4 text-sm">
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<div class="border-l-2 border-red-500/50 pl-3">
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<h3 class="font-semibold text-red-300">技术风险</h3>
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<p class="text-gray-400 mt-1">长尾问题(Corner Cases)应对仍是挑战；端到端模型的“黑盒”特性给安全验证带来难题。</p>
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</div>
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<div class="border-l-2 border-amber-500/50 pl-3">
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<h3 class="font-semibold text-amber-300">商业化风险</h3>
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<p class="text-gray-400 mt-1">高阶智驾综合成本依然不菲，在“价格战”背景下盈利承压；用户对软件持续付费模式接受度低。</p>
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</div>
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<div class="border-l-2 border-yellow-500/50 pl-3">
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<h3 class="font-semibold text-yellow-300">政策与竞争风险</h3>
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<p class="text-gray-400 mt-1">L3/L4事故责任划分等法规滞后于技术发展；“智驾平权”加剧全产业链同质化竞争和价格压力。</p>
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</div>
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<div class="border-l-2 border-orange-500/50 pl-3">
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<h3 class="font-semibold text-orange-300">信息交叉验证风险</h3>
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<p class="text-gray-400 mt-1">比亚迪战略宣传与实际搭载率存在巨大反差；特斯拉Robotaxi大规模商业化时间点可能被市场高估。</p>
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</div>
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</div>
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</div>
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<!-- 投资启示 -->
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<div class="glass-card rounded-2xl p-6 col-span-12">
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<h2 class="section-title">综合结论与投资启示</h2>
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<div class="space-y-4">
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<p><strong class="text-blue-300">综合看法:</strong> 产业链已进入由<span class="text-cyan-400">L2+渗透率提升驱动的基本面兑现阶段</span>，不再是纯粹的主题炒作。这是一个“短期看放量，长期看变现”的复合型赛道。</p>
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<div>
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<h3 class="font-semibold text-blue-300 mb-2">最具投资价值的细分环节:</h3>
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<ol class="list-decimal list-inside space-y-2 text-sm">
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||
<li><strong class="text-green-300">确定性最高: 域控制器 & 车规级高速连接器。</strong> 无论技术路线如何，单车价值量和渗透率双升逻辑最为确定。 (相关公司: 德赛西威, 电连技术)</li>
|
||
<li><strong class="text-green-300">弹性最大: 国产SoC芯片。</strong> 芯片是算力基石与国产替代战略高地，成功量产有望迎来业绩与估值的戴维斯双击。 (相关公司: 地平线, 黑芝麻)</li>
|
||
<li><strong class="text-green-300">长期观察: 全栈解决方案提供商。</strong> 长期价值将沉淀在整合软硬件、通过数据闭环持续优化算法的平台型公司。(相关公司: 华为)</li>
|
||
</ol>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-semibold text-blue-300 mb-2">需重点跟踪的关键指标:</h3>
|
||
<ul class="grid grid-cols-2 md:grid-cols-4 gap-4 text-sm">
|
||
<li class="p-3 bg-gray-900/50 rounded-lg"><strong>核心渗透率:</strong> 城区NOA功能月度渗透率</li>
|
||
<li class="p-3 bg-gray-900/50 rounded-lg"><strong>硬件ASP:</strong> 激光雷达和域控的季度平均售价</li>
|
||
<li class="p-3 bg-gray-900/50 rounded-lg"><strong>关键公司订单:</strong> 比亚迪高阶智驾车型销量</li>
|
||
<li class="p-3 bg-gray-900/50 rounded-lg"><strong>软件付费率:</strong> 特斯拉FSD在中国的实际购买率</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
</div>
|
||
|
||
<!-- 股票数据表格 -->
|
||
<section class="glass-card rounded-2xl p-6">
|
||
<h2 class="section-title">相关个股异动分析</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead class="text-base text-blue-300">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>代码</th>
|
||
<th>涨跌幅</th>
|
||
<th>日期</th>
|
||
<th class="w-2/5">异动原因摘要</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:!bg-blue-900/30">
|
||
<td>恒帅股份</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300969" target="_blank" class="link link-hover text-cyan-400">300969</a></td>
|
||
<td class="text-red-400 font-semibold">+20.0%</td>
|
||
<td>2025-06-24</td>
|
||
<td class="text-xs">主要受益于智能驾驶部件量产、10亿元大单签订及新能源车行业高景气度。新一代智能驾驶部件通过某龙头车企认证，即将量产。</td>
|
||
</tr>
|
||
<tr class="hover:!bg-blue-900/30">
|
||
<td>智立方</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=301312" target="_blank" class="link link-hover text-cyan-400">301312</a></td>
|
||
<td class="text-red-400 font-semibold">+12.42%</td>
|
||
<td>2025-08-26</td>
|
||
<td class="text-xs">受益于智能汽车产业链高景气度及板块轮动。智界品牌热销，鸿蒙智行交付量高增，带动供应链情绪。市场热点轮动到消费电子和CPO概念。</td>
|
||
</tr>
|
||
<tr class="hover:!bg-blue-900/30">
|
||
<td>豪恩汽电</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=301488" target="_blank" class="link link-hover text-cyan-400">301488</a></td>
|
||
<td class="text-red-400 font-semibold">+11.96%</td>
|
||
<td>2025-09-15</td>
|
||
<td class="text-xs">核心驱动为市场提前反应其获得约24.77亿元的全球汽车品牌ADAS及雷达系统产品定点信。叠加L3级准入等行业政策利好。</td>
|
||
</tr>
|
||
<tr class="hover:!bg-blue-900/30">
|
||
<td>兴民智通</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002355" target="_blank" class="link link-hover text-cyan-400">002355</a></td>
|
||
<td class="text-red-400 font-semibold">+10.07%</td>
|
||
<td>2025-06-24</td>
|
||
<td class="text-xs">受与头部车企签订战略合作协议、智能驾驶领域政策利好及特斯拉Robotaxi试点等行业热点驱动，叠加中标地方智慧交通项目。</td>
|
||
</tr>
|
||
<tr class="hover:!bg-blue-900/30">
|
||
<td>浙江世宝</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002703" target="_blank" class="link link-hover text-cyan-400">002703</a></td>
|
||
<td class="text-red-400 font-semibold">+10.02%</td>
|
||
<td>2025-06-24</td>
|
||
<td class="text-xs">主要受益于特斯拉Robotaxi服务落地引发的智能驾驶产业链热潮，公司是无人驾驶领域重要转向系统供应商。</td>
|
||
</tr>
|
||
<tr class="hover:!bg-blue-900/30">
|
||
<td>永安行</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603776" target="_blank" class="link link-hover text-cyan-400">603776</a></td>
|
||
<td class="text-red-400 font-semibold">+10.0%</td>
|
||
<td>2025-06-25</td>
|
||
<td class="text-xs">主要受益于智能驾驶概念活跃，特别是特斯拉Robotaxi试点服务带来的市场热度。公司涉足无人驾驶领域，开发相关城市服务智能装备。</td>
|
||
</tr>
|
||
<tr class="hover:!bg-blue-900/30">
|
||
<td>伯特利</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603596" target="_blank" class="link link-hover text-cyan-400">603596</a></td>
|
||
<td class="text-red-400 font-semibold">+6.92%</td>
|
||
<td>2025-09-17</td>
|
||
<td class="text-xs">公司one-box产品出货量超预期，且核心产品EMB将于明年上半年量产。作为线控底盘核心标的，受益于Robotaxi产业链升温。</td>
|
||
</tr>
|
||
<tr class="hover:!bg-blue-900/30">
|
||
<td>经纬恒润</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688326" target="_blank" class="link link-hover text-cyan-400">688326</a></td>
|
||
<td class="text-red-400 font-semibold">+6.85%</td>
|
||
<td>2025-09-17</td>
|
||
<td class="text-xs">受益于当日智能驾驶概念板块的整体活跃，存在补涨需求。市场理性消化股东减持计划，认为影响有限。</td>
|
||
</tr>
|
||
<tr class="hover:!bg-blue-900/30">
|
||
<td>瀚川智能</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688022" target="_blank" class="link link-hover text-cyan-400">688022</a></td>
|
||
<td class="text-red-400 font-semibold">+6.80%</td>
|
||
<td>2025-06-24</td>
|
||
<td class="text-xs">受智能驾驶和机器人产业政策支持，板块联动效应明显。公司为比亚迪“天神之眼”等项目提供连接器和线束设备。</td>
|
||
</tr>
|
||
<tr class="hover:!bg-blue-900/30">
|
||
<td>鸿泉物联</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688288" target="_blank" class="link link-hover text-cyan-400">688288</a></td>
|
||
<td class="text-red-400 font-semibold">+6.79%</td>
|
||
<td>2025-09-16</td>
|
||
<td class="text-xs">受益于组合驾驶辅助系统渗透率快速提升，业绩预期改善。公司产品在商用车、环卫车等智能驾驶应用中有所布局。</td>
|
||
</tr>
|
||
<tr class="hover:!bg-blue-900/30">
|
||
<td>德赛西威</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002920" target="_blank" class="link link-hover text-cyan-400">002920</a></td>
|
||
<td class="text-red-400 font-semibold">+6.69%</td>
|
||
<td>2025-09-15</td>
|
||
<td class="text-xs">直接受益于工信部“有条件批准L3级车型生产准入”的政策利好。作为域控制器龙头，随智能驾驶概念整体活跃而上涨。</td>
|
||
</tr>
|
||
<tr class="hover:!bg-blue-900/30">
|
||
<td>万集科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300552" target="_blank" class="link link-hover text-cyan-400">300552</a></td>
|
||
<td class="text-red-400 font-semibold">+6.53%</td>
|
||
<td>2025-09-15</td>
|
||
<td class="text-xs">受L3级准入政策刺激，智能驾驶板块联动上涨。公司涉及激光雷达业务，工信部征求意见稿首次将激光雷达纳入标准体系形成利好。</td>
|
||
</tr>
|
||
<tr class="hover:!bg-blue-900/30">
|
||
<td>瑞德智能</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=301135" target="_blank" class="link link-hover text-cyan-400">301135</a></td>
|
||
<td class="text-red-400 font-semibold">+6.21%</td>
|
||
<td>2025-09-16</td>
|
||
<td class="text-xs">受智能驾驶政策利好和机器人概念热度提升双重带动。公司涉及汽车电子、机器人等多个热门概念，且股价低于发行价存在修复预期。</td>
|
||
</tr>
|
||
<tr class="hover:!bg-blue-900/30">
|
||
<td>慧翰股份</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=301600" target="_blank" class="link link-hover text-cyan-400">301600</a></td>
|
||
<td class="text-red-400 font-semibold">+5.90%</td>
|
||
<td>2025-07-28</td>
|
||
<td class="text-xs">受益于AI与机器人产业政策支持，智能驾驶领域热度提升。公司被视为智能网联领域标的，前期表现弱势存在补涨需求。</td>
|
||
</tr>
|
||
<tr class="hover:!bg-blue-900/30">
|
||
<td>中国汽研</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=601965" target="_blank" class="link link-hover text-cyan-400">601965</a></td>
|
||
<td class="text-red-400 font-semibold">+5.19%</td>
|
||
<td>2025-09-18</td>
|
||
<td class="text-xs">核心催化剂为工信部发布L2国标征求意见稿，公司在标准制定和测试认证方面具优势。与韩国交通安全管理局签署合作备忘录。</td>
|
||
</tr>
|
||
<tr class="hover:!bg-blue-900/30">
|
||
<td>兰剑智能</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688557" target="_blank" class="link link-hover text-cyan-400">688557</a></td>
|
||
<td class="text-red-400 font-semibold">+5.08%</td>
|
||
<td>2025-07-16</td>
|
||
<td class="text-xs">受智能驾驶、具身智能和AI技术等多重行业利好消息集中释放带动。宝马与Momenta合作、人形机器人出货增长等提振板块情绪。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
|
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</div>
|
||
|
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