505 lines
34 KiB
HTML
505 lines
34 KiB
HTML
<!DOCTYPE html>
|
||
<html lang="zh-CN" data-theme="night">
|
||
<head>
|
||
<meta charset="UTF-8">
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<title>比亚迪智驾 - 深度行研报告</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=Oxanium:wght@300;400;500;700&display=swap');
|
||
|
||
body {
|
||
font-family: 'Oxanium', sans-serif;
|
||
background-color: #05050A;
|
||
color: #E0E0E0;
|
||
overflow-x: hidden;
|
||
}
|
||
|
||
.glass-card {
|
||
background: rgba(10, 10, 20, 0.4);
|
||
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 {
|
||
transform: translateY(-5px) scale(1.01);
|
||
box-shadow: 0 0 30px rgba(0, 191, 255, 0.3);
|
||
border-color: rgba(0, 191, 255, 0.5);
|
||
}
|
||
|
||
.bento-grid {
|
||
display: grid;
|
||
gap: 1.5rem;
|
||
grid-template-columns: repeat(12, 1fr);
|
||
}
|
||
|
||
.bento-item {
|
||
grid-column: span 12;
|
||
}
|
||
|
||
@media (min-width: 768px) {
|
||
.bento-item-span-4 { grid-column: span 4; }
|
||
.bento-item-span-6 { grid-column: span 6; }
|
||
.bento-item-span-8 { grid-column: span 8; }
|
||
.bento-item-span-12 { grid-column: span 12; }
|
||
}
|
||
|
||
.glow-text {
|
||
text-shadow: 0 0 8px rgba(0, 191, 255, 0.8), 0 0 12px rgba(0, 191, 255, 0.5);
|
||
}
|
||
|
||
.section-title {
|
||
font-size: 2.5rem;
|
||
font-weight: 700;
|
||
letter-spacing: 1px;
|
||
background: linear-gradient(90deg, #9333ea, #3b82f6);
|
||
-webkit-background-clip: text;
|
||
-webkit-text-fill-color: transparent;
|
||
padding-bottom: 0.5rem;
|
||
border-bottom: 1px solid rgba(255, 255, 255, 0.1);
|
||
}
|
||
|
||
.fade-in-up {
|
||
opacity: 0;
|
||
transform: translateY(20px);
|
||
transition: opacity 0.8s ease-out, transform 0.8s ease-out;
|
||
}
|
||
|
||
.fade-in-up.visible {
|
||
opacity: 1;
|
||
transform: translateY(0);
|
||
}
|
||
|
||
.table thead th {
|
||
background-color: rgba(0, 191, 255, 0.1);
|
||
color: #00BFFF;
|
||
font-size: 0.9rem;
|
||
text-transform: uppercase;
|
||
letter-spacing: 1px;
|
||
}
|
||
|
||
.table tbody tr:hover {
|
||
background-color: rgba(0, 191, 255, 0.05);
|
||
}
|
||
</style>
|
||
</head>
|
||
|
||
<body class="min-h-screen w-full relative">
|
||
<!-- Background Glow Effect -->
|
||
<div class="absolute top-0 left-0 w-full h-full overflow-hidden -z-10">
|
||
<div class="absolute top-[-20%] left-[-20%] w-[60vw] h-[60vw] bg-purple-600/20 rounded-full filter blur-[150px]"></div>
|
||
<div class="absolute bottom-[-20%] right-[-20%] w-[50vw] h-[50vw] bg-blue-500/20 rounded-full filter blur-[150px]"></div>
|
||
</div>
|
||
|
||
<div class="container mx-auto px-4 sm:px-6 lg:px-8 py-12 md:py-20" x-data>
|
||
|
||
<header class="text-center mb-20" x-data="{ shown: false }" x-init="setTimeout(() => shown = true, 100)" :class="{'opacity-0 translate-y-4': !shown}" style="transition: opacity 0.8s, transform 0.8s;">
|
||
<h1 class="text-5xl md:text-7xl font-bold glow-text mb-4 tracking-wider">比亚迪智驾</h1>
|
||
<p class="text-xl md:text-2xl text-slate-300">智驾平权，格局重塑</p>
|
||
<p class="mt-2 text-sm text-slate-400">BYD Intelligent Driving: The Dawn of a New Era</p>
|
||
</header>
|
||
|
||
<main class="space-y-24">
|
||
|
||
<!-- Insight Section -->
|
||
<section x-data>
|
||
<div class="glass-card p-8 md:p-12 space-y-12" x-data="{ shown: false }" x-intersect.once="shown = true" :class="{'fade-in-up': !shown, 'visible': shown}">
|
||
<h2 class="section-title mb-8">概念洞察 (Concept Insight)</h2>
|
||
|
||
<div>
|
||
<h3 class="text-2xl font-bold text-cyan-400 mb-4">0. 核心事件：一场“智驾平权”的闪电战</h3>
|
||
<p class="text-slate-300 leading-relaxed">比亚迪智驾概念的核心是其于2024-2025年全面发起的 **“智驾平权”** 战略。该战略旨在打破高阶智能驾驶功能仅限于高端车型的行业格局，通过技术普及和成本控制，将其大规模下放至10万元级别的主流消费市场。这一战略转型由董事长王传福亲自带队推动，被视为比亚迪在电动化竞争进入白热化后，开辟的第二增长曲线和核心竞争壁垒。</p>
|
||
<div class="mt-6 border-l-2 border-cyan-500 pl-6 space-y-4">
|
||
<p><strong>2024年9月：</strong>内部启动“智驾平权战略”，成立先进技术研发中心。</p>
|
||
<p><strong>2024年12月24日：</strong>搭载Momenta方案的无图城市NOA开始向高端车型推送。</p>
|
||
<p><strong>2025年2月10日：</strong>召开“天神之眼”发布会，正式发布“智驾平权”战略，一次性推出21款智驾车型，实施 **“加配不加价”** 策略。</p>
|
||
<p><strong>2025年10月 (目标)：</strong>计划推出自研的端到端城区智驾系统，迈向全栈自研的关键一步。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-2xl font-bold text-cyan-400 mb-4">1. 核心观点摘要</h3>
|
||
<p class="text-slate-300 leading-relaxed">比亚迪智驾的核心逻辑是利用其无与伦比的 **规模效应** 和 **垂直整合能力**，将高阶智能驾驶从“奢侈品”转变为“大众消费品”，发动一场以“质价比”为核心的 **降维打击**。当前，该概念正从战略发布后的主题炒作阶段，快速步入以 **渗透率和技术落地为核心验证指标** 的基本面驱动阶段，其潜力在于重塑市场格局并为比亚迪带来显著的估值提升，但同时也面临着技术追赶和市场接受度的双重考验。</p>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-2xl font-bold text-cyan-400 mb-4">2. 核心逻辑与市场认知</h3>
|
||
<div class="space-y-6">
|
||
<div>
|
||
<h4 class="text-xl font-semibold text-slate-100 mb-2">驱动力：规模化成本优势下的“技术普惠”</h4>
|
||
<ul class="list-disc list-inside space-y-2 text-slate-300">
|
||
<li><strong>极致成本控制：</strong>通过垂直整合（如比亚迪电子独供域控）和巨大采购量，将主力纯视觉高阶方案“天神之眼C”硬件增量成本压至约 **4000-5000元**。</li>
|
||
<li><strong>市场升维打击：</strong>在价格战趋于极限时，率先将竞争维度从“价格”升级为“质价比”。“加量不加价”策略旨在加速抢占合资燃油车市场份额。</li>
|
||
<li><strong>终局：数据飞轮与数据霸权：</strong>目标通过年销超200万辆智驾车型，构建中国最大车端数据库，每日新增训练里程年底达 **1.5亿公里**，为自研端到端大模型提供海量数据燃料。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h4 class="text-xl font-semibold text-slate-100 mb-2">预期差分析：宏大叙事与现实挑战</h4>
|
||
<ul class="list-disc list-inside space-y-2 text-slate-300">
|
||
<li><strong class="text-green-400">积极预期差：</strong>市场可能低估了比亚迪“数据飞轮”的加速度。基于百万级年销量，其算法迭代速度可能在 **12-18个月** 内快速追平甚至反超目前领先的新势力。</li>
|
||
<li><strong class="text-yellow-400">消极预期差：</strong>消费者接受度存疑，主流车型消费者“更在乎价格”，初期订单占比约25%-30%。同时，技术自主性尚处早期，高端方案仍依赖Momenta，自研城区NOA存在执行风险。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-2xl font-bold text-cyan-400 mb-4">3. 关键催化剂与未来发展路径</h3>
|
||
<div class="grid md:grid-cols-2 gap-8">
|
||
<div>
|
||
<h4 class="text-xl font-semibold text-slate-100 mb-2">近期催化剂 (3-6个月)</h4>
|
||
<ul class="list-disc list-inside space-y-2 text-slate-300">
|
||
<li>智驾版车型实际销售渗透率公布。</li>
|
||
<li>自研高速NOA大规模用户体验反馈。</li>
|
||
<li>自研城区NOA进展披露（10月目标）。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h4 class="text-xl font-semibold text-slate-100 mb-2">长期发展路径</h4>
|
||
<ol class="list-decimal list-inside space-y-2 text-slate-300">
|
||
<li><strong>阶段一 (2025)：</strong>普及与数据积累，完成硬件全面标配。</li>
|
||
<li><strong>阶段二 (2026-2027)：</strong>算法自研与体验追赶，摆脱外部依赖。</li>
|
||
<li><strong>阶段三 (2027+)：</strong>技术引领与生态构建，向出行科技公司转型。</li>
|
||
</ol>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-2xl font-bold text-cyan-400 mb-4">4. 潜在风险与挑战</h3>
|
||
<ul class="list-disc list-inside space-y-2 text-slate-300">
|
||
<li><strong>技术风险：</strong>自研端到端城区NOA落地不及预期是最大风险。</li>
|
||
<li><strong>商业化风险：</strong>利润侵蚀（毛利率或下降3%）与主流市场消费者付费意愿不足。</li>
|
||
<li><strong>竞争风险：</strong>长安、吉利等对手加速跟进，差异化优势窗口期有限。</li>
|
||
<li><strong>信息交叉验证风险：</strong>关于 **“24年以前车型无法回传数据”** 的关键信息存在矛盾，市场可能高估了比亚迪当前的数据资产和算法起点。</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-2xl font-bold text-cyan-400 mb-4">5. 综合结论与投资启示</h3>
|
||
<p class="text-slate-300 leading-relaxed mb-4">比亚迪智驾正处在 **从战略发布到全面落地的关键验证期**。它已成功点燃市场预期，但其宏大叙事能否转化为坚实的基本面，取决于未来6-12个月的实际销量渗透率和自研技术的兑现能力。这不仅是比亚迪自身的转型之战，更是对整个汽车产业链的重塑。</p>
|
||
<div class="grid md:grid-cols-2 gap-8">
|
||
<div class="bg-slate-800/50 p-6 rounded-2xl border border-slate-700">
|
||
<h4 class="text-xl font-semibold text-slate-100 mb-2">最具投资价值环节</h4>
|
||
<ul class="list-disc list-inside space-y-2 text-slate-300">
|
||
<li><strong>确定性最高：</strong>域控制器 (**比亚迪电子**)，与智驾车型销量呈线性关系。</li>
|
||
<li><strong>弹性最大：</strong>DiPilot 100方案核心供应商，覆盖数百万辆主流车型，如芯片(**地平线**)和核心传感器(**保隆科技**)。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-6 rounded-2xl border border-slate-700">
|
||
<h4 class="text-xl font-semibold text-slate-100 mb-2">需重点跟踪验证指标</h4>
|
||
<ul class="list-disc list-inside space-y-2 text-slate-300">
|
||
<li>月度/季度智驾版渗透率。</li>
|
||
<li>单车均价及汽车业务毛利率。</li>
|
||
<li>自研城区NOA路测表现与评测。</li>
|
||
<li>核心供应商订单及业绩确认。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Bento Grid Section -->
|
||
<section x-data>
|
||
<div x-data="{ shown: false }" x-intersect.once="shown = true" :class="{'fade-in-up': !shown, 'visible': shown}">
|
||
<h2 class="section-title mb-8 text-center">核心数据仪表盘</h2>
|
||
<div class="bento-grid">
|
||
<div class="bento-item bento-item-span-12 md:bento-item-span-8 glass-card p-6 md:p-8 flex flex-col">
|
||
<h3 class="text-xl font-bold text-cyan-400 mb-4">“天神之眼”系统架构</h3>
|
||
<div class="flex-grow grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<div class="bg-slate-800/50 p-4 rounded-xl border border-slate-700">
|
||
<h4 class="font-bold text-lg text-slate-100">天神之眼A (DiPilot 600)</h4>
|
||
<p class="text-sm text-slate-400">高阶三激光版</p>
|
||
<ul class="mt-2 text-xs space-y-1 text-slate-300">
|
||
<li>硬件: 3激光雷达, 双Orin-X</li>
|
||
<li>算力: 508+ TOPS</li>
|
||
<li>功能: 全场景NOA, 易四方泊车</li>
|
||
<li>搭载: 仰望品牌</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-xl border border-slate-700">
|
||
<h4 class="font-bold text-lg text-slate-100">天神之眼B (DiPilot 300)</h4>
|
||
<p class="text-sm text-slate-400">高阶激光版</p>
|
||
<ul class="mt-2 text-xs space-y-1 text-slate-300">
|
||
<li>硬件: 1-2激光雷达, 单Orin-X</li>
|
||
<li>算力: 254 TOPS</li>
|
||
<li>功能: 高速+城区NOA</li>
|
||
<li>搭载: 腾势、汉/唐高配</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-xl border border-slate-700">
|
||
<h4 class="font-bold text-lg text-slate-100">天神之眼C (DiPilot 100)</h4>
|
||
<p class="text-sm text-slate-400">高阶三目版 (纯视觉)</p>
|
||
<ul class="mt-2 text-xs space-y-1 text-slate-300">
|
||
<li>硬件: 无激光雷达, 三目摄像头</li>
|
||
<li>算力: Orin-N/地平线J6M</li>
|
||
<li>功能: 高速NOA, 代客泊车</li>
|
||
<li>搭载: 10-20万主流车型</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bento-item bento-item-span-12 md:bento-item-span-4 glass-card p-6 md:p-8 flex flex-col">
|
||
<h3 class="text-xl font-bold text-cyan-400 mb-4">战略核心</h3>
|
||
<div class="flex-grow space-y-3 text-slate-200">
|
||
<p class="border-l-2 border-purple-500 pl-3">“智驾现在是我们的头等大事”</p>
|
||
<p class="border-l-2 border-purple-500 pl-3">“25年拟实现全系车型智驾标配”</p>
|
||
<p class="border-l-2 border-purple-500 pl-3">“开创全民智驾时代”</p>
|
||
<p class="border-l-2 border-purple-500 pl-3">“通过成熟电动化+低成本智能化的降维打击”</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bento-item bento-item-span-12 md:bento-item-span-6 glass-card p-6 md:p-8 flex flex-col">
|
||
<h3 class="text-xl font-bold text-cyan-400 mb-4">2025年智驾销量与渗透率预测</h3>
|
||
<div id="penetrationChart" class="flex-grow w-full h-64 md:h-full"></div>
|
||
</div>
|
||
|
||
<div class="bento-item bento-item-span-12 md:bento-item-span-6 glass-card p-6 md:p-8 flex flex-col">
|
||
<h3 class="text-xl font-bold text-cyan-400 mb-4">数据飞轮与研发实力</h3>
|
||
<div class="flex-grow grid grid-cols-2 gap-6">
|
||
<div class="text-center bg-slate-800/50 p-4 rounded-xl border border-slate-700">
|
||
<p class="text-3xl font-bold text-cyan-300">5000+</p>
|
||
<p class="text-sm text-slate-400">智驾研发团队规模</p>
|
||
</div>
|
||
<div class="text-center bg-slate-800/50 p-4 rounded-xl border border-slate-700">
|
||
<p class="text-3xl font-bold text-cyan-300">7 天</p>
|
||
<p class="text-sm text-slate-400">AI模型迭代周期</p>
|
||
</div>
|
||
<div class="text-center col-span-2 bg-slate-800/50 p-4 rounded-xl border border-slate-700">
|
||
<p class="text-3xl font-bold text-cyan-300">1.5亿公里</p>
|
||
<p class="text-sm text-slate-400">2025年底每日新增训练里程目标</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Rise Analysis Section -->
|
||
<section x-data>
|
||
<div x-data="{ shown: false }" x-intersect.once="shown = true" :class="{'fade-in-up': !shown, 'visible': shown}">
|
||
<h2 class="section-title mb-8 text-center">产业链异动个股分析</h2>
|
||
<div class="space-y-6">
|
||
<div class="collapse collapse-plus glass-card">
|
||
<input type="radio" name="rise-accordion" checked="checked" />
|
||
<div class="collapse-title text-xl font-medium text-cyan-300">
|
||
日盈电子 (603286) - 涨停: “车路云+传感器补贴+双订单”三重催化
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p class="text-slate-300 leading-relaxed text-sm">系“车路云试点扩容+上海传感器补贴+比亚迪/特斯拉双订单”三重政策与订单催化下，资金对“车用传感器”赛道进行主题抢筹。公司作为38亿元市值、传感器收入占比快速提升且已切入北美及比亚迪供应链的稀缺标的，被资金选为板块龙头。比亚迪“天神之眼”方案首次大规模标配国产雨量/光线/摄像头清洗传感器，公司为该品类核心二供，市场测算单车ASP约120元，按明年比亚迪智驾车型80万辆测算，潜在增量订单近1亿元。800万只传感器产能释放+比亚迪/特斯拉双客户放量，形成“主题+业绩+筹码”共振。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass-card">
|
||
<input type="radio" name="rise-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-cyan-300">
|
||
四维图新 (002405) - 上涨7.55%: 参与PhiGent融资，加速智驾业务落地
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p class="text-slate-300 leading-relaxed text-sm">核心驱动是参与PhiGent(鉴智科技母公司)融资的公告催化。鉴智科技是国内领先的基于地平线平台的高阶智驾量产软件算法企业。双方合作可实现“数据+算法”双轮驱动，覆盖低、中、高全阶智能驾驶场景。市场对其“数据+算法+场景”闭环的战略布局给予积极反馈，短期资金博弈与长期价值预期共同推动股价上行。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass-card">
|
||
<input type="radio" name="rise-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-cyan-300">
|
||
云意电气 (300304) - 上涨 20.04%: 与长安系合资，切入智驾域控
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p class="text-slate-300 leading-relaxed text-sm">公司拟与长安系成立合资公司，切入智驾域控及氮氧传感器领域。智驾域控的单车ASP由约60-70元升至数千至上万元。此次合资预计将提升公司单车价值量，并对订单能见度和估值体系产生积极影响。公司账面现金近20亿元，产能和现金储备可快速响应长安域控需求，形成强力催化。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stocks Section -->
|
||
<section x-data>
|
||
<div x-data="{ shown: false }" x-intersect.once="shown = true" :class="{'fade-in-up': !shown, 'visible': shown}">
|
||
<h2 class="section-title mb-8 text-center">产业链核心标的</h2>
|
||
|
||
<div class="glass-card p-6 md:p-8 mb-12">
|
||
<h3 class="text-2xl font-bold text-cyan-400 mb-6">智驾核心供应链</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>公司</th>
|
||
<th>产业链位置</th>
|
||
<th>合作内容/原因</th>
|
||
<th>技术路线/产品</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>比亚迪电子</td><td>智驾域控</td><td>为比亚迪提供智驾域控，主供地平线和英伟达方案。</td><td>-</td></tr>
|
||
<tr><td>英伟达</td><td>智驾芯片</td><td>为比亚迪提供高性能智驾芯片。</td><td>Orin N, Orin X, Thor (覆盖DiPilot 100至2000)</td></tr>
|
||
<tr><td>地平线</td><td>智驾芯片, 智驾算法</td><td>为比亚迪“DiPilot 100及以下”智驾方案提供芯片和算法。</td><td>J2/J3, J5/J6 (L2及高速NOA)</td></tr>
|
||
<tr><td>速腾聚创</td><td>激光雷达</td><td>为比亚迪“DiPilot 300及以上”智驾方案提供激光雷达。</td><td>DiPilot 300及以上</td></tr>
|
||
<tr><td>Momenta</td><td>智驾算法</td><td>为比亚迪提供智驾算法，搭配英伟达芯片。</td><td>高速NOA, DiPilot 300/600/1000/2000</td></tr>
|
||
<tr><td>保隆科技</td><td>摄像头, 空气悬架</td><td>为DiPilot 100提供核心的前视三目摄像头。</td><td>DiPilot 100</td></tr>
|
||
<tr><td>联创电子</td><td>汽车镜头/摄像头</td><td>多款车载镜头和影像模组与比亚迪定点签约。</td><td>传感器</td></tr>
|
||
<tr><td>华为</td><td>全栈方案</td><td>为方程豹等子品牌提供激光雷达、芯片、算法等全栈方案。</td><td>DiPilot 300以上 (华为方案)</td></tr>
|
||
<tr><td>禾赛科技</td><td>激光雷达</td><td>为比亚迪提供激光雷达，份额约20%。</td><td>DiPilot 300及以上</td></tr>
|
||
<tr><td>伯特利</td><td>线控制动</td><td>为比亚迪提供线控制动系统。</td><td>执行层</td></tr>
|
||
<tr><td>电连技术</td><td>汽车高速连接器</td><td>为比亚迪智能化产业链提供汽车高速连接器。</td><td>连接器</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-card p-6 md:p-8">
|
||
<h3 class="text-2xl font-bold text-cyan-400 mb-6">比亚迪供应链生态 (部分)</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>公司</th>
|
||
<th>股票代码</th>
|
||
<th>合作内容/原因</th>
|
||
<th>领域</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><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>域控制器</td><td>智能驾驶</td></tr>
|
||
<tr><td>均胜电子</td><td><a href="https://valuefrontier.cn/company?scode=600699" target="_blank" class="link link-hover text-cyan-400">600699</a></td><td>进入比亚迪的供应商体系</td><td>汽车电子/安全</td></tr>
|
||
<tr><td>中科创达</td><td><a href="https://valuefrontier.cn/company?scode=300496" target="_blank" class="link link-hover text-cyan-400">300496</a></td><td>在自动驾驶、智能座舱等方向深入探讨</td><td>智能操作系统</td></tr>
|
||
<tr><td>拓普集团</td><td><a href="https://valuefrontier.cn/company?scode=601689" target="_blank" class="link link-hover text-cyan-400">601689</a></td><td>热管理、空气悬架</td><td>热管理/底盘</td></tr>
|
||
<tr><td>三花智控</td><td><a href="https://valuefrontier.cn/company?scode=002050" target="_blank" class="link link-hover text-cyan-400">002050</a></td><td>新能源汽车热管理元器件</td><td>热管理</td></tr>
|
||
<tr><td>福达股份</td><td><a href="https://valuefrontier.cn/company?scode=603166" target="_blank" class="link link-hover text-cyan-400">603166</a></td><td>DM-i混动系统曲轴独家供应商</td><td>动力系统</td></tr>
|
||
<tr><td>湖南裕能</td><td><a href="https://valuefrontier.cn/company?scode=301358" target="_blank" class="link link-hover text-cyan-400">301358</a></td><td>磷酸铁锂正极材料最主要供应商</td><td>三电系统</td></tr>
|
||
<tr><td>恩捷股份</td><td><a href="https://valuefrontier.cn/company?scode=002812" target="_blank" class="link link-hover text-cyan-400">002812</a></td><td>为比亚迪供应隔膜</td><td>三电系统</td></tr>
|
||
<tr><td>新泉股份</td><td><a href="https://valuefrontier.cn/company?scode=603179" target="_blank" class="link link-hover text-cyan-400">603179</a></td><td>主副仪表板</td><td>内外饰</td></tr>
|
||
<tr><td>福耀玻璃</td><td><a href="https://valuefrontier.cn/company?scode=600660" target="_blank" class="link link-hover text-cyan-400">600660</a></td><td>汽车玻璃</td><td>车身</td></tr>
|
||
<tr><td>广东鸿图</td><td><a href="https://valuefrontier.cn/company?scode=002101" target="_blank" class="link link-hover text-cyan-400">002101</a></td><td>精密铝合金压铸件</td><td>轻量化</td></tr>
|
||
<tr><td>美格智能</td><td><a href="https://valuefrontier.cn/company?scode=002881" target="_blank" class="link link-hover text-cyan-400">002881</a></td><td>BYD 5G一供</td><td>智能模组</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
|
||
<footer class="mt-20 text-center text-xs text-slate-500">
|
||
<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，不构成任何投资建议，投资需谨慎。</p>
|
||
</footer>
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('alpine:init', () => {
|
||
Alpine.directive('intersect', (el, { expression }, { evaluate }) => {
|
||
let observer = new IntersectionObserver(entries => {
|
||
entries.forEach(entry => {
|
||
if (entry.isIntersecting) {
|
||
evaluate(expression);
|
||
}
|
||
});
|
||
}, { threshold: 0.1 });
|
||
observer.observe(el);
|
||
});
|
||
});
|
||
|
||
var chartDom = document.getElementById('penetrationChart');
|
||
var myChart = echarts.init(chartDom, 'dark');
|
||
var option;
|
||
|
||
option = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: {
|
||
type: 'cross',
|
||
label: {
|
||
backgroundColor: '#6a7985'
|
||
}
|
||
}
|
||
},
|
||
legend: {
|
||
data: ['智驾车型销量(万辆)', 'NOA渗透率(%)'],
|
||
textStyle: { color: '#ccc' }
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '3%',
|
||
containLabel: true
|
||
},
|
||
xAxis: [
|
||
{
|
||
type: 'category',
|
||
boundaryGap: false,
|
||
data: ['2024E', '中信证券 25E', '天风电新 25E', '保隆科技 25E'],
|
||
axisLine: { lineStyle: { color: '#8392A2' } }
|
||
}
|
||
],
|
||
yAxis: [
|
||
{
|
||
type: 'value',
|
||
name: '销量(万辆)',
|
||
axisLabel: { formatter: '{value}' },
|
||
axisLine: { lineStyle: { color: '#8392A2' } },
|
||
splitLine: { lineStyle: { color: 'rgba(255,255,255,0.1)' } }
|
||
},
|
||
{
|
||
type: 'value',
|
||
name: '渗透率(%)',
|
||
max: 100,
|
||
axisLabel: { formatter: '{value} %' },
|
||
axisLine: { lineStyle: { color: '#8392A2' } },
|
||
splitLine: { show: false }
|
||
}
|
||
],
|
||
series: [
|
||
{
|
||
name: '智驾车型销量(万辆)',
|
||
type: 'line',
|
||
stack: '总量',
|
||
smooth: true,
|
||
lineStyle: {
|
||
width: 2,
|
||
color: '#3b82f6'
|
||
},
|
||
showSymbol: false,
|
||
areaStyle: {
|
||
opacity: 0.8,
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{
|
||
offset: 0,
|
||
color: 'rgba(59, 130, 246, 0.5)'
|
||
}, {
|
||
offset: 1,
|
||
color: 'rgba(59, 130, 246, 0)'
|
||
}])
|
||
},
|
||
emphasis: { focus: 'series' },
|
||
data: [25, 188, 200, 300] // Approximated 2024 data and different 2025 forecasts
|
||
},
|
||
{
|
||
name: 'NOA渗透率(%)',
|
||
type: 'line',
|
||
yAxisIndex: 1,
|
||
smooth: true,
|
||
lineStyle: {
|
||
width: 2,
|
||
color: '#9333ea'
|
||
},
|
||
showSymbol: false,
|
||
emphasis: { focus: 'series' },
|
||
data: [7.2, 37.8, 40, 60] // Correlated penetration rates
|
||
}
|
||
]
|
||
};
|
||
|
||
option && myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
|
||
</script>
|
||
|
||
</body>
|
||
</html> |