522 lines
33 KiB
HTML
522 lines
33 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>文远知行 | WeRide - 概念深度投研报告</title>
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.2/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>
|
||
<script src="https://cdn.jsdelivr.net/npm/echarts/map/js/world.js"></script>
|
||
|
||
<style>
|
||
@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
|
||
|
||
body {
|
||
font-family: 'Inter', 'Noto Sans SC', sans-serif;
|
||
background-color: #020010;
|
||
background-image:
|
||
radial-gradient(ellipse 80% 80% at 50% -20%, rgba(30, 0, 90, 0.4), rgba(255, 255, 255, 0)),
|
||
radial-gradient(ellipse 50% 50% at 50% 120%, rgba(0, 120, 150, 0.3), rgba(255, 255, 255, 0));
|
||
background-attachment: fixed;
|
||
color: #E0E0E0;
|
||
}
|
||
|
||
.glass-card {
|
||
background: rgba(10, 5, 40, 0.5);
|
||
backdrop-filter: blur(20px);
|
||
-webkit-backdrop-filter: blur(20px);
|
||
border: 1px solid rgba(255, 255, 255, 0.1);
|
||
border-radius: 1.5rem; /* 极致圆角 */
|
||
transition: all 0.3s ease;
|
||
}
|
||
|
||
.glass-card:hover {
|
||
border-color: rgba(0, 255, 255, 0.3);
|
||
box-shadow: 0 0 30px rgba(0, 180, 220, 0.2);
|
||
}
|
||
|
||
.bento-grid {
|
||
display: grid;
|
||
grid-template-columns: repeat(12, 1fr);
|
||
gap: 1.5rem;
|
||
}
|
||
|
||
.bento-item {
|
||
grid-column: span 12; /* Default for mobile */
|
||
}
|
||
|
||
@media (min-width: 1024px) {
|
||
.bento-item-main { grid-column: span 8; grid-row: span 2; }
|
||
.bento-item-side-top { grid-column: span 4; }
|
||
.bento-item-side-bottom { grid-column: span 4; }
|
||
.bento-item-full { grid-column: span 12; }
|
||
.bento-item-half-1 { grid-column: span 7; }
|
||
.bento-item-half-2 { grid-column: span 5; }
|
||
}
|
||
|
||
.glow-divider {
|
||
height: 1px;
|
||
background: linear-gradient(90deg, rgba(0,255,255,0) 0%, rgba(0,255,255,0.5) 50%, rgba(0,255,255,0) 100%);
|
||
margin: 1.5rem 0;
|
||
}
|
||
|
||
.timeline-item {
|
||
position: relative;
|
||
padding-left: 2rem;
|
||
border-left: 2px solid rgba(255, 255, 255, 0.2);
|
||
}
|
||
.timeline-item::before {
|
||
content: '';
|
||
position: absolute;
|
||
left: -0.5rem;
|
||
top: 0;
|
||
width: 1rem;
|
||
height: 1rem;
|
||
border-radius: 50%;
|
||
background-color: #00D1FF;
|
||
border: 3px solid #020010;
|
||
box-shadow: 0 0 10px #00D1FF;
|
||
}
|
||
.timeline-item:not(:last-child) {
|
||
padding-bottom: 2rem;
|
||
}
|
||
|
||
.tab-active {
|
||
background-color: rgba(0, 209, 255, 0.2) !important;
|
||
border-color: rgba(0, 209, 255, 0.8) !important;
|
||
color: #E0E0E0 !important;
|
||
}
|
||
|
||
.stock-table {
|
||
border-collapse: separate;
|
||
border-spacing: 0 0.5rem; /* Vertical spacing between rows */
|
||
}
|
||
.stock-table th {
|
||
background: rgba(0, 209, 255, 0.1);
|
||
color: #00D1FF;
|
||
padding: 1rem 1.5rem;
|
||
text-align: left;
|
||
}
|
||
.stock-table th:first-child { border-radius: 0.75rem 0 0 0.75rem; }
|
||
.stock-table th:last-child { border-radius: 0 0.75rem 0.75rem 0; }
|
||
.stock-table td {
|
||
background: rgba(10, 5, 40, 0.7);
|
||
padding: 1rem 1.5rem;
|
||
}
|
||
.stock-table tr:hover td {
|
||
background: rgba(30, 25, 60, 0.8);
|
||
}
|
||
.stock-table td:first-child { border-radius: 0.75rem 0 0 0.75rem; }
|
||
.stock-table td:last-child { border-radius: 0 0.75rem 0.75rem 0; }
|
||
|
||
</style>
|
||
</head>
|
||
<body class="p-4 sm:p-6 lg:p-8">
|
||
|
||
<div class="max-w-7xl mx-auto space-y-8">
|
||
<!-- Header -->
|
||
<header class="text-center py-8">
|
||
<h1 class="text-4xl lg:text-6xl font-bold tracking-tight bg-clip-text text-transparent bg-gradient-to-br from-white to-cyan-400">
|
||
文远知行 | WeRide
|
||
</h1>
|
||
<p class="mt-4 text-lg lg:text-xl text-slate-400">L4级自动驾驶概念深度投研报告</p>
|
||
<p class="text-xs text-slate-500 mt-2">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,本报告为AI合成数据,投资需谨慎。</p>
|
||
</header>
|
||
|
||
<!-- Main Bento Grid -->
|
||
<main class="bento-grid">
|
||
<!-- Core Insight -->
|
||
<section class="glass-card p-6 lg:p-8 bento-item-main">
|
||
<h2 class="text-2xl font-bold text-cyan-300 mb-4">核心观点摘要</h2>
|
||
<p class="text-slate-300">文远知行已成功从技术研发驱动阶段,迈入<strong class="text-cyan-400">全球化、多场景商业化验证的关键阶段</strong>。其核心驱动力在于其通用技术平台(WeRide One)支撑下的<strong class="text-cyan-400">“轻资产出海”商业模式</strong>,通过与Uber等国际巨头深度绑定,在政策友好、商业价值高的海外市场(如中东)率先验证了Robotaxi的单位经济模型(UE)。公司未来的潜力取决于其能否成功复制“阿布扎比模式”,并在L2++前装量产业务上形成有效的数据和商业闭环。</p>
|
||
<div class="glow-divider"></div>
|
||
<div x-data="{ tab: 'logic' }" class="space-y-4">
|
||
<div class="tabs tabs-boxed bg-black/30">
|
||
<a class="tab tab-sm sm:tab-md" :class="{ 'tab-active': tab === 'logic' }" @click="tab = 'logic'">核心逻辑</a>
|
||
<a class="tab tab-sm sm:tab-md" :class="{ 'tab-active': tab === 'heat' }" @click="tab = 'heat'">市场热度</a>
|
||
<a class="tab tab-sm sm:tab-md" :class="{ 'tab-active': tab === 'gap' }" @click="tab = 'gap'">预期差</a>
|
||
</div>
|
||
<div x-show="tab === 'logic'" x-transition>
|
||
<h3 class="text-xl font-semibold text-white mb-3">核心驱动力分析</h3>
|
||
<ul class="space-y-3 text-slate-300 list-disc list-inside">
|
||
<li><strong class="text-cyan-400">技术通用性驱动多场景降本增效:</strong>核心是“WeRide One”通用平台,实现<strong class="text-white">超过90%的硬件复用</strong>,赋能五大产品线。通过L2++量产车数据反哺L4算法,构建独特的“双轮数据飞轮”。</li>
|
||
<li><strong class="text-cyan-400">“轻资产出海”模式驱动商业化破局:</strong>与Uber、Grab等国际平台合作,采取“车辆销售+运营分成”模式。在中东市场取得突破,阿布扎比单车日均12单已跨过盈亏平衡线,年流水可达9万美元,描绘了清晰盈利路径。</li>
|
||
<li><strong class="text-cyan-400">全球化牌照优势构建先发壁垒:</strong>全球唯一拥有中美欧等8国自动驾驶许可的公司。尤其在阿布扎比获得的<strong class="text-white">全球首张美国境外城市级商业化牌照</strong>,构建了极高的进入门槛。</li>
|
||
</ul>
|
||
</div>
|
||
<div x-show="tab === 'heat'" x-transition>
|
||
<h3 class="text-xl font-semibold text-white mb-3">市场热度与情绪</h3>
|
||
<p class="text-slate-300">市场热度极高,情绪整体乐观但伴随对盈利能力的审慎观察。两次IPO、英伟达持仓披露(日内一度飙升83.5%)、纳入金龙指数等事件均引发股价剧烈波动。市场对其技术领先和全球化布局高度认可,但持续亏损是谨慎情绪的主要来源。Q3业绩“亏损收窄”和“阿布扎比UE打平”的消息,极大提振了市场信心,将情绪从“看故事”向“看数据”转变。</p>
|
||
</div>
|
||
<div x-show="tab === 'gap'" x-transition>
|
||
<h3 class="text-xl font-semibold text-white mb-3">预期差分析</h3>
|
||
<ul class="space-y-3 text-slate-300 list-disc list-inside">
|
||
<li><strong class="text-cyan-400">盈利路径预期差:</strong>市场普遍印象是Robotaxi在国内“烧钱”,但文远知行通过“轻资产出海”在阿布扎比<strong class="text-white">率先跑通了单位经济模型</strong>,市场可能低估了其海外业务的盈利能力和可复制性。</li>
|
||
<li><strong class="text-cyan-400">业务重心预期差:</strong>市场多认为其是纯Robotaxi公司,但其与博世合作的L2++ ADAS解决方案已实现前装量产(SOP)并获广汽定点,这一“L2-L4协同”的战略价值可能被市场忽略。</li>
|
||
<li><strong class="text-cyan-400">订单质量预期差:</strong>早期市场对Robobus订单真实性质疑,但Q3业绩会披露广州载客超100万人次、与香港冠忠巴士合作部署500台L4车辆,表明订单正在转化为实际运营和收入。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Financial Chart -->
|
||
<section class="glass-card p-6 bento-item-side-top">
|
||
<h2 class="text-xl font-bold text-cyan-300 mb-2">财务概览 (2021-2023)</h2>
|
||
<div id="financial-chart" style="width: 100%; height: 260px;"></div>
|
||
</section>
|
||
|
||
<!-- Global Presence -->
|
||
<section class="glass-card p-6 bento-item-side-bottom">
|
||
<h2 class="text-xl font-bold text-cyan-300 mb-2">全球化布局</h2>
|
||
<div id="world-map-chart" style="width: 100%; height: 260px;"></div>
|
||
</section>
|
||
|
||
<!-- Key Events Timeline -->
|
||
<section class="glass-card p-6 lg:p-8 bento-item-full">
|
||
<h2 class="text-2xl font-bold text-cyan-300 mb-6">概念发展时间轴</h2>
|
||
<div class="space-y-0">
|
||
<div class="timeline-item">
|
||
<p class="font-semibold text-cyan-400">2024.10.25</p>
|
||
<p class="text-slate-200 font-medium">成功登陆纳斯达克 (WRD)</p>
|
||
<p class="text-sm text-slate-400">成为“全球通用自动驾驶第一股”,募资约4.585亿美元。</p>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<p class="font-semibold text-cyan-400">2025.05.07</p>
|
||
<p class="text-slate-200 font-medium">获Uber 1亿美元战略投资</p>
|
||
<p class="text-sm text-slate-400">双方宣布扩大合作,计划5年内在全球新增15城部署Robotaxi。</p>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<p class="font-semibold text-cyan-400">2025.11.06</p>
|
||
<p class="text-slate-200 font-medium">成功登陆香港交易所 (0800.HK)</p>
|
||
<p class="text-sm text-slate-400">完成美股+港股双重主要上市,募资约23.9亿港元。</p>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<p class="font-semibold text-cyan-400">2025.11.11</p>
|
||
<p class="text-slate-200 font-medium">获阿布扎比商业化牌照</p>
|
||
<p class="text-sm text-slate-400">获美国以外全球首张城市级L4自动驾驶商业化牌照,商业模式获重大验证。</p>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<p class="font-semibold text-cyan-400">2025.11.24</p>
|
||
<p class="text-slate-200 font-medium">发布Q3亮眼业绩</p>
|
||
<p class="text-sm text-slate-400">营收同比大增144%,净亏损同比收窄71%,商业化进展显著。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Catalysts and Path Forward -->
|
||
<section class="glass-card p-6 lg:p-8 bento-item-half-1">
|
||
<h2 class="text-2xl font-bold text-cyan-300 mb-4">关键催化剂与未来路径</h2>
|
||
<div class="space-y-4">
|
||
<div>
|
||
<h3 class="font-semibold text-white text-lg">近期催化剂 (3-6个月)</h3>
|
||
<ul class="list-disc list-inside text-slate-300 mt-2 space-y-1">
|
||
<li><strong class="text-cyan-500">“阿布扎比模式”复制:</strong>在沙特或阿联酋其他城市获得第二张商业化牌照。</li>
|
||
<li><strong class="text-cyan-500">欧洲商业化启动:</strong>在法国、比利时、瑞士等任一国家启动收费商业化运营。</li>
|
||
<li><strong class="text-cyan-500">L2++ ADAS新定点:</strong>宣布获得另一家主流车企的前装量产定点。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-semibold text-white text-lg">长期发展路径</h3>
|
||
<ul class="list-disc list-inside text-slate-300 mt-2 space-y-1">
|
||
<li><strong class="text-cyan-500">2025-26 | 区域深耕:</strong>海外车队从百台级向千台级跨越。</li>
|
||
<li><strong class="text-cyan-500">2025-27 | 成本优化:</strong>新一代车型量产,单车成本有望再降20-30%。</li>
|
||
<li><strong class="text-cyan-500">2027-30 | 整体盈利:</strong>多业务线协同,实现公司层面整体盈利(管理层目标:5年内)。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Risks and Challenges -->
|
||
<section class="glass-card p-6 lg:p-8 bento-item-half-2">
|
||
<h2 class="text-2xl font-bold text-cyan-300 mb-4">潜在风险与挑战</h2>
|
||
<ul class="space-y-3 text-slate-300">
|
||
<li>
|
||
<strong class="text-amber-400">技术风险:</strong>
|
||
<p class="text-sm">在极端天气、复杂人车混行等“长尾场景”下的鲁棒性仍面临考验,安全责任归属风险仍存。</p>
|
||
</li>
|
||
<li>
|
||
<strong class="text-amber-400">商业化风险:</strong>
|
||
<p class="text-sm">“阿布扎比模式”在监管更严、竞争更激烈的市场能否成功复制存在不确定性。公司整体仍亏损,规模扩张需持续资本投入,存在现金流风险。</p>
|
||
</li>
|
||
<li>
|
||
<strong class="text-amber-400">政策与竞争风险:</strong>
|
||
<p class="text-sm">高度依赖各国政策支持,任何法规变化都可能影响业务。国内外科技巨头与车企大力投入,行业竞争加剧。</p>
|
||
</li>
|
||
<li>
|
||
<strong class="text-amber-400">财务预测矛盾:</strong>
|
||
<p class="text-sm">机构预测现金流持续流出与公司乐观盈利预期存在差异,盈利拐点是投资者需重点关注的矛盾点。</p>
|
||
</li>
|
||
</ul>
|
||
</section>
|
||
</main>
|
||
|
||
<!-- Detailed Data Section -->
|
||
<section x-data="{ activeTab: 'news' }" class="glass-card p-6 lg:p-8">
|
||
<h2 class="text-2xl font-bold text-cyan-300 mb-6">深度数据资料库</h2>
|
||
<div role="tablist" class="tabs tabs-bordered">
|
||
<a role="tab" class="tab" :class="{ 'tab-active': activeTab === 'news' }" @click="activeTab = 'news'">新闻数据</a>
|
||
<a role="tab" class="tab" :class="{ 'tab-active': activeTab === 'roadshow' }" @click="activeTab = 'roadshow'">路演纪要</a>
|
||
<a role="tab" class="tab" :class="{ 'tab-active': activeTab === 'report' }" @click="activeTab = 'report'">研报精粹</a>
|
||
</div>
|
||
|
||
<div class="pt-6 text-slate-300 text-sm">
|
||
<div x-show="activeTab === 'news'" x-transition class="prose prose-invert max-w-none prose-p:text-slate-300 prose-li:text-slate-300">
|
||
<h4>一、上市进程</h4>
|
||
<ul>
|
||
<li><strong>美股(WRD):</strong> 2024年8月曾推迟IPO,于2024年10月25日成功在纳斯达克上市。</li>
|
||
<li><strong>港股(0800.HK):</strong> 2025年6月提交申请,于2025年11月6日成功在港交所上市,完成双重主要上市。</li>
|
||
</ul>
|
||
<h4>二、全球化布局与牌照</h4>
|
||
<ul>
|
||
<li><strong>牌照优势:</strong> 全球唯一同时拥有中国、阿联酋、新加坡、法国、美国、沙特、比利时、瑞士等8国自动驾驶牌照。</li>
|
||
<li><strong>中东市场:</strong> 取得重大突破。在沙特利雅得与Uber合作试运营;在阿联酋阿布扎比获得全球首张美国境外的城市级商业化牌照,单车已实现盈亏平衡,计划到2026年将中东车队扩充至1000台。</li>
|
||
<li><strong>欧洲市场:</strong> 在法国获时速最高的纯无人运营牌照(40km/h);在比利时落地Robobus;在瑞士获首张纯无人Robotaxi牌照。</li>
|
||
<li><strong>亚洲市场:</strong> 在新加坡与Grab合作推出自动驾驶服务。</li>
|
||
</ul>
|
||
<h4>三、产品与技术</h4>
|
||
<ul>
|
||
<li><strong>新一代Robotaxi GXR:</strong> 2024年10月发布,L4级自动驾驶系统,算力超1300TOPS,成本优势显著(约4万美元)。</li>
|
||
<li><strong>产品矩阵:</strong> 涵盖Robotaxi、Robobus(自动驾驶小巴)、Robosweeper(自动驾驶环卫车)、Robovan(自动驾驶物流车)。</li>
|
||
</ul>
|
||
<h4>四、合作与投资</h4>
|
||
<ul>
|
||
<li><strong>Uber:</strong> 深度战略合作,获1亿美元投资承诺,共同在全球15+城市拓展Robotaxi服务。</li>
|
||
<li><strong>英伟达(NVIDIA):</strong> 早期投资者,深度技术合作,GXR车型将搭载NVIDIA DRIVE Thor平台。</li>
|
||
<li><strong>其他:</strong> 与Grab、宇通、广汽、江铃、雷诺-日产-三菱联盟等建立合作生态。</li>
|
||
</ul>
|
||
</div>
|
||
<div x-show="activeTab === 'roadshow'" x-transition class="prose prose-invert max-w-none prose-p:text-slate-300 prose-li:text-slate-300">
|
||
<h4>核心竞争力与技术优势 (2025-04-08路演)</h4>
|
||
<ul>
|
||
<li><strong>技术验证:</strong> 1900天零主动安全事故,技术能力覆盖L2-L4全级别。</li>
|
||
<li><strong>场景覆盖:</strong> 业务覆盖10国30+城市,积累了暴雪、暴雨、高温沙尘等极端环境数据。</li>
|
||
<li><strong>产品矩阵协同:</strong> L2-L4产品共用技术平台,与博世合作的ADAS方案已落地。</li>
|
||
</ul>
|
||
<h4>商业化模式与收入 (2025-06-20路演)</h4>
|
||
<ul>
|
||
<li><strong>轻资产运营:</strong> 海外市场采用“车辆销售+运营分成”模式,国内运营毛利率约35%,海外可达50%-60%。</li>
|
||
<li><strong>收入预测:</strong> 预测2025-2027年收入分别为6.89亿、17.32亿、33.43亿元,CAGR约120%。</li>
|
||
<li><strong>盈利路径:</strong> 预计2027年或实现Non-GAAP净利润打平。</li>
|
||
</ul>
|
||
<h4>Q3业绩会纪要 (2025-11-24)</h4>
|
||
<ul>
|
||
<li><strong>财务表现:</strong> Q3总营收1.71亿元(同比+144%),服务收入首次超产品收入,净亏损3.07亿(同比收窄71%)。</li>
|
||
<li><strong>运营里程碑:</strong> 阿布扎比获全球首个美境外商业牌照,日均12单已跨过盈亏平衡线。广州/北京单车日均订单达25/23单。</li>
|
||
<li><strong>技术协同:</strong> L2++量产车数据反哺L4算法,形成“双轮数据飞轮”,是全球唯一同时具备大规模无驾驶robotaxi与量产L2++交付能力的公司。</li>
|
||
</ul>
|
||
</div>
|
||
<div x-show="activeTab === 'report'" x-transition class="prose prose-invert max-w-none prose-p:text-slate-300 prose-li:text-slate-300">
|
||
<h4>市场地位与评级</h4>
|
||
<ul>
|
||
<li><strong>市场份额:</strong> 24年以城市道路L4级及以上自动驾驶产生的收入计,全球排名第二,占据21.8%市场份额。</li>
|
||
<li><strong>机构评级 (中金, 2025-01-22):</strong> 首次覆盖给予“跑赢行业”评级,目标价19.0美元。认为其在L4价值链中占据重要位置,具网络和规模效应优势。</li>
|
||
</ul>
|
||
<h4>财务表现</h4>
|
||
<ul>
|
||
<li><strong>收入:</strong> 2021-2023年收入分别为1.38亿、5.27亿、4.01亿人民币。2025年Q1营收72.4百万元。</li>
|
||
<li><strong>毛利率:</strong> 2021-2023年分别为37.4%、44.1%和45.7%,呈现平稳增长。</li>
|
||
<li><strong>亏损情况:</strong> 仍处商业化早期,研发投入巨大(23年达10.58亿),导致持续亏损。25年Q1净亏损3.85亿,同比减少17.7%。</li>
|
||
</ul>
|
||
<h4>技术平台与产品</h4>
|
||
<ul>
|
||
<li><strong>通用平台WeRide One:</strong> 全线产品均基于此平台,硬件模块90%以上共用,具高通用性和扩展性。</li>
|
||
<li><strong>成本优化:</strong> 传感器成本较五年前下降超70%,预计下一代Robotaxi成本有望再降20-30%。</li>
|
||
<li><strong>生态合作:</strong> 与Nvidia, Uber, 广汽, 日产, 宇通, 博世等巨头深度合作。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Table -->
|
||
<section class="glass-card p-6 lg:p-8">
|
||
<h2 class="text-2xl font-bold text-cyan-300 mb-6">产业链与核心公司</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full stock-table">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>关联原因</th>
|
||
<th>数据来源</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>宇通客车</td><td><a href="https://valuefrontier.cn/company?scode=600066" target="_blank" class="text-cyan-400 hover:underline">600066</a></td><td>宇通集团为文远知行第一大外部股东(17.95%),双方持续合作量产L3/L4级无人驾驶公交,是其Robobus核心整车合作方。</td><td>韭研公社搜互动</td></tr>
|
||
<tr><td>广汽集团</td><td><a href="https://valuefrontier.cn/company?scode=601238" target="_blank" class="text-cyan-400 hover:underline">601238</a></td><td>重要股东与核心伙伴,累计投资5000万美元。Robotaxi主要车型来源于广汽,最新的L2++方案也获得广汽定点。</td><td>韭研公社搜互动</td></tr>
|
||
<tr><td>江铃汽车</td><td><a href="https://valuefrontier.cn/company?scode=000550" target="_blank" class="text-cyan-400 hover:underline">000550</a></td><td>战略合作开发国内首款全冗余自动驾驶轻客RoboVAN,已在广州开展商业化试运营。</td><td>韭研公社搜公告/互动</td></tr>
|
||
<tr><td>宇通重工</td><td><a href="https://valuefrontier.cn/company?scode=600817" target="_blank" class="text-cyan-400 hover:underline">600817</a></td><td>双方共同打造中国首款前装量产全无人驾驶环卫车(Robosweeper),文远知行为其2022年第二大客户。</td><td>韭研公社搜互动/公告</td></tr>
|
||
<tr><td>佳都科技</td><td><a href="https://valuefrontier.cn/company?scode=600728" target="_blank" class="text-cyan-400 hover:underline">600728</a></td><td>通过参股基金间接投资,并达成战略合作,共同推动自动驾驶在智慧城市、智能交通领域的应用。</td><td>韭研公社搜互动</td></tr>
|
||
<tr><td>联创电子</td><td><a href="https://valuefrontier.cn/company?scode=002036" target="_blank" class="text-cyan-400 hover:underline">002036</a></td><td>公司与文远知行存在合作关系,可能涉及摄像头/镜头等传感器供应。</td><td>韭研公社搜互动</td></tr>
|
||
<tr><td>阿尔特</td><td><a href="https://valuefrontier.cn/company?scode=300825" target="_blank" class="text-cyan-400 hover:underline">300825</a></td><td>2024年,与文远知行合作研发了两款无人驾驶小巴车,已在亦庄路测。</td><td>韭研公社搜互动</td></tr>
|
||
<tr><td>晶瑞电材</td><td><a href="https://valuefrontier.cn/company?scode=300655" target="_blank" class="text-cyan-400 hover:underline">300655</a></td><td>通过共同投资成立的辅沅合伙为投资文远知行专项设立,属于财务投资者。</td><td>韭研公社搜公告</td></tr>
|
||
<tr><td>豪恩汽电</td><td><a href="https://valuefrontier.cn/company?scode=301488" target="_blank" class="text-cyan-400 hover:underline">301488</a></td><td>文远知行作为优质潜在客户,公司已持续在与其洽谈和交流中(可能涉及超声波雷达等)。</td><td>韭研公社搜互动</td></tr>
|
||
<tr><td>高新兴</td><td><a href="https://valuefrontier.cn/company?scode=300098" target="_blank" class="text-cyan-400 hover:underline">300098</a></td><td>曾在广州国际生物岛合作智能网联试点项目,探索车路协同等场景。</td><td>韭研公社搜互动</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
<footer class="text-center py-6 text-xs text-slate-500">
|
||
<p>免责声明:本报告由AI模型基千公开数据合成,仅供研究参考,不构成任何投资建议。市场有风险,投资需谨慎。</p>
|
||
<p>北京价值前沿科技有限公司 © 2024</p>
|
||
</footer>
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('alpine:init', () => {
|
||
Alpine.data('charts', () => ({
|
||
init() {
|
||
this.renderFinancialChart();
|
||
this.renderWorldMap();
|
||
},
|
||
renderFinancialChart() {
|
||
const chartDom = document.getElementById('financial-chart');
|
||
const myChart = echarts.init(chartDom, 'dark');
|
||
const option = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: { type: 'cross', crossStyle: { color: '#999' } }
|
||
},
|
||
legend: {
|
||
data: ['营收 (亿元)', '净亏损 (亿元)'],
|
||
textStyle: { color: '#ccc' }
|
||
},
|
||
grid: { left: '3%', right: '4%', bottom: '3%', containLabel: true },
|
||
xAxis: [{
|
||
type: 'category',
|
||
data: ['2021', '2022', '2023'],
|
||
axisPointer: { type: 'shadow' },
|
||
axisLabel: { color: '#ccc' }
|
||
}],
|
||
yAxis: [
|
||
{
|
||
type: 'value',
|
||
name: '营收',
|
||
min: 0,
|
||
max: 6,
|
||
interval: 1.5,
|
||
axisLabel: { formatter: '{value} 亿', color: '#ccc' }
|
||
},
|
||
{
|
||
type: 'value',
|
||
name: '亏损',
|
||
min: 0,
|
||
max: 20,
|
||
interval: 5,
|
||
axisLabel: { formatter: '{value} 亿', color: '#ccc' },
|
||
inverse: true
|
||
}
|
||
],
|
||
series: [
|
||
{
|
||
name: '营收 (亿元)',
|
||
type: 'bar',
|
||
tooltip: { valueFormatter: function (value) { return value + ' 亿元'; } },
|
||
data: [1.38, 5.27, 4.01],
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||
{ offset: 0, color: '#00D1FF' },
|
||
{ offset: 1, color: '#00529B' }
|
||
])
|
||
}
|
||
},
|
||
{
|
||
name: '净亏损 (亿元)',
|
||
type: 'line',
|
||
yAxisIndex: 1,
|
||
tooltip: { valueFormatter: function (value) { return value + ' 亿元'; } },
|
||
data: [12.9, 19.4, 25.1], // Data from reports (e.g., 22年亏损12.9亿)
|
||
smooth: true,
|
||
lineStyle: { color: '#FF5A5A', width: 3, shadowBlur: 10, shadowColor: 'rgba(255, 90, 90, 0.5)' }
|
||
}
|
||
]
|
||
};
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', () => myChart.resize());
|
||
},
|
||
renderWorldMap() {
|
||
const mapDom = document.getElementById('world-map-chart');
|
||
const myChart = echarts.init(mapDom, 'dark');
|
||
const data = [
|
||
{name: 'China', value: 1},
|
||
{name: 'United States', value: 1},
|
||
{name: 'United Arab Emirates', value: 1},
|
||
{name: 'Singapore', value: 1},
|
||
{name: 'France', value: 1},
|
||
{name: 'Saudi Arabia', value: 1},
|
||
{name: 'Belgium', value: 1},
|
||
{name: 'Switzerland', value: 1},
|
||
];
|
||
|
||
const option = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: {
|
||
trigger: 'item',
|
||
formatter: function (params) {
|
||
return params.name + ' : 已获得运营许可';
|
||
}
|
||
},
|
||
visualMap: {
|
||
show: false,
|
||
min: 0,
|
||
max: 1,
|
||
inRange: {
|
||
color: ['#0A0528'] // Default country color
|
||
}
|
||
},
|
||
series: [
|
||
{
|
||
name: 'WeRide Presence',
|
||
type: 'map',
|
||
map: 'world',
|
||
roam: false,
|
||
zoom: 1.2,
|
||
emphasis: {
|
||
label: { show: false },
|
||
itemStyle: { areaColor: '#2a3353' }
|
||
},
|
||
data: data,
|
||
itemStyle: {
|
||
areaColor: '#100C3A', // Default color
|
||
borderColor: '#42426F'
|
||
},
|
||
regions: [{
|
||
name: 'China',
|
||
itemStyle: { areaColor: '#00D1FF' }
|
||
},{
|
||
name: 'United States',
|
||
itemStyle: { areaColor: '#00D1FF' }
|
||
},{
|
||
name: 'United Arab Emirates',
|
||
itemStyle: { areaColor: '#00D1FF' }
|
||
},{
|
||
name: 'Singapore',
|
||
itemStyle: { areaColor: '#00D1FF' }
|
||
},{
|
||
name: 'France',
|
||
itemStyle: { areaColor: '#00D1FF' }
|
||
},{
|
||
name: 'Saudi Arabia',
|
||
itemStyle: { areaColor: '#00D1FF' }
|
||
},{
|
||
name: 'Belgium',
|
||
itemStyle: { areaColor: '#00D1FF' }
|
||
},{
|
||
name: 'Switzerland',
|
||
itemStyle: { areaColor: '#00D1FF' }
|
||
}]
|
||
}
|
||
]
|
||
};
|
||
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', () => myChart.resize());
|
||
}
|
||
}));
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |