790 lines
37 KiB
HTML
790 lines
37 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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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>孙潇雅团队概念股分析报告</title>
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<!-- Bootstrap 5 CSS -->
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<link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/css/bootstrap.min.css" rel="stylesheet">
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<!-- Bootstrap Icons -->
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<link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/bootstrap-icons@1.10.0/font/bootstrap-icons.css">
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<!-- DaisyUI CSS -->
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<link href="https://cdn.jsdelivr.net/npm/daisyui@2.51.6/dist/full.css" rel="stylesheet">
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<!-- Custom CSS -->
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<style>
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:root {
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--primary-color: #1e40af;
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--secondary-color: #3b82f6;
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--accent-color: #60a5fa;
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--light-bg: #f0f9ff;
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--dark-text: #1e293b;
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}
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body {
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font-family: 'Microsoft YaHei', 'PingFang SC', sans-serif;
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color: var(--dark-text);
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background-color: #f8fafc;
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}
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.hero-section {
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background: linear-gradient(135deg, var(--primary-color), var(--secondary-color));
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color: white;
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padding: 3rem 0;
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border-radius: 0 0 2rem 2rem;
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margin-bottom: 2rem;
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}
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.card {
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border: none;
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border-radius: 1rem;
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box-shadow: 0 4px 6px rgba(0, 0, 0, 0.05);
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transition: transform 0.3s ease, box-shadow 0.3s ease;
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margin-bottom: 1.5rem;
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}
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.card:hover {
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transform: translateY(-5px);
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box-shadow: 0 10px 15px rgba(0, 0, 0, 0.1);
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}
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.card-header {
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background-color: var(--light-bg);
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border-bottom: 2px solid var(--accent-color);
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font-weight: 600;
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color: var(--primary-color);
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}
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.timeline {
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position: relative;
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padding-left: 2rem;
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}
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.timeline::before {
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content: '';
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position: absolute;
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left: 0;
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top: 0;
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height: 100%;
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width: 3px;
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background: var(--accent-color);
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}
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.timeline-item {
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position: relative;
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margin-bottom: 1.5rem;
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}
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.timeline-item::before {
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content: '';
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position: absolute;
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left: -2.35rem;
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top: 0.5rem;
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width: 12px;
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height: 12px;
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border-radius: 50%;
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background: var(--primary-color);
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border: 3px solid white;
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box-shadow: 0 0 0 3px var(--accent-color);
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}
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.timeline-date {
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font-weight: 600;
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color: var(--primary-color);
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}
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.stock-table {
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margin-top: 2rem;
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}
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.stock-table th {
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background-color: var(--primary-color);
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color: white;
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position: sticky;
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top: 0;
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}
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.stock-table tr:hover {
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background-color: rgba(96, 165, 250, 0.1);
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}
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.badge-custom {
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background-color: var(--secondary-color);
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color: white;
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padding: 0.5rem 1rem;
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border-radius: 2rem;
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font-weight: 500;
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}
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.section-title {
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color: var(--primary-color);
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font-weight: 700;
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margin-bottom: 1.5rem;
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padding-bottom: 0.5rem;
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border-bottom: 3px solid var(--accent-color);
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display: inline-block;
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}
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.highlight-box {
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background-color: var(--light-bg);
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border-left: 4px solid var(--accent-color);
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padding: 1rem;
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margin: 1rem 0;
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border-radius: 0.5rem;
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}
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.industry-tag {
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display: inline-block;
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padding: 0.25rem 0.75rem;
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margin: 0.25rem;
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background-color: rgba(96, 165, 250, 0.2);
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color: var(--primary-color);
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border-radius: 1rem;
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font-size: 0.875rem;
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}
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.risk-level-high {
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color: #dc2626;
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}
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.risk-level-medium {
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color: #f59e0b;
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}
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.risk-level-low {
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color: #10b981;
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}
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@media (max-width: 768px) {
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.hero-section {
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padding: 2rem 0;
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}
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.table-responsive {
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font-size: 0.875rem;
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}
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.section-title {
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font-size: 1.25rem;
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}
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}
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</style>
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</head>
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<body>
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<!-- Hero Section -->
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<div class="hero-section">
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<div class="container">
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<div class="row align-items-center">
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<div class="col-lg-8">
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<h1 class="display-4 fw-bold mb-3">孙潇雅团队概念股分析</h1>
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<p class="lead mb-0">聚焦新能源汽车、机器人、智能驾驶等前沿科技领域的投资机会</p>
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</div>
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<div class="col-lg-4 text-lg-end mt-3 mt-lg-0">
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<span class="badge badge-custom">天风证券研究</span>
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<span class="badge badge-custom ms-2">2025年9月</span>
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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 class="container mb-5">
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<!-- 核心观点摘要 -->
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<div class="card mb-4">
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<div class="card-header">
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<h2 class="h4 mb-0">核心观点摘要</h2>
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</div>
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<div class="card-body">
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<div class="highlight-box">
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<p class="mb-0">孙潇雅团队概念股主要围绕新能源汽车、机器人、智能驾驶等前沿科技领域，其核心逻辑是技术革新驱动的产业升级与商业化落地。目前该概念处于从主题炒作向基本面驱动过渡的关键阶段，核心驱动力来自于AI技术赋能下的机器人产业化、智能驾驶技术突破及新能源汽车产业链的全球化扩张，未来潜力巨大但需警惕技术落地不及预期和行业竞争加剧的风险。</p>
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</div>
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</div>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="card mb-4">
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<div class="card-header">
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<h2 class="h4 mb-0">概念事件时间轴</h2>
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</div>
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<div class="card-body">
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<div class="timeline">
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<div class="timeline-item">
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<div class="timeline-date">2024年3月-11月</div>
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<div>欧洲光伏市场专家交流、海外充电桩业务电话会议、博力威/东方电子/尚太科技/中熔电气业绩交流会、两轮车行业分析、厦钨新能固态电池交流</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-date">2025年8月16日</div>
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<div><strong>天风汽车孙潇雅团队发布"重仓不内耗的年轻人"报告，提出系列推荐时间表</strong></div>
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</div>
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<div class="timeline-item">
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<div class="timeline-date">2025年8月19日</div>
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<div>孙潇雅电话会议连线川环科技文老板，讨论订单与业绩</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-date">2025年9月8日</div>
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<div><strong>孙潇雅团队发布Robot三层结构分析</strong></div>
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</div>
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<div class="timeline-item">
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<div class="timeline-date">2025年9月10日</div>
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<div><strong>天风证券孙潇雅团队发布AI服务器铜箔报告</strong></div>
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</div>
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<div class="timeline-item">
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<div class="timeline-date">2025年9月10日</div>
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<div>爆火风波后，孙潇雅再次登上【天风研究】公众号头版头条</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-date">2025年9月29日</div>
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<div>孙潇雅团队概念股相关新闻发布</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心驱动力 -->
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<div class="card mb-4">
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<div class="card-header">
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<h2 class="h4 mb-0">核心驱动力</h2>
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</div>
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<div class="card-body">
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<div class="row">
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<div class="col-md-6 mb-3">
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<div class="card h-100">
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<div class="card-body">
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<h5 class="card-title text-primary"><i class="bi bi-cpu me-2"></i>技术突破与产业升级</h5>
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<ul class="list-unstyled">
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<li><i class="bi bi-check-circle text-success me-2"></i>机器人技术：Robot三层结构分析，从概念走向产业化</li>
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<li><i class="bi bi-check-circle text-success me-2"></i>智能驾驶：整车AGI，智驾升级技术突破</li>
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<li><i class="bi bi-check-circle text-success me-2"></i>新能源汽车：产业链技术不断升级，全球化扩张</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 class="col-md-6 mb-3">
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<div class="card h-100">
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<div class="card-body">
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<h5 class="card-title text-primary"><i class="bi bi-globe me-2"></i>全球化扩张</h5>
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<ul class="list-unstyled">
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<li><i class="bi bi-check-circle text-success me-2"></i>出海链：中国新能源汽车产业链加速全球化布局</li>
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<li><i class="bi bi-check-circle text-success me-2"></i>海外市场拓展：美国、欧洲市场快速增长</li>
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<li><i class="bi bi-check-circle text-success me-2"></i>一带一路：沿线国家业务拓展</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>
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<div class="row">
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<div class="col-md-6 mb-3">
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<div class="card h-100">
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<div class="card-body">
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<h5 class="card-title text-primary"><i class="bi bi-robot me-2"></i>AI技术赋能</h5>
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<ul class="list-unstyled">
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<li><i class="bi bi-check-circle text-success me-2"></i>最美的AI应用是机器人，是robo X，是整车AGI</li>
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<li><i class="bi bi-check-circle text-success me-2"></i>AI服务器发展助力高端铜箔国产替代</li>
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<li><i class="bi bi-check-circle text-success me-2"></i>AI与传统产业融合创造新价值</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 class="col-md-6 mb-3">
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<div class="card h-100">
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<div class="card-body">
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<h5 class="card-title text-primary"><i class="bi bi-file-earmark-text me-2"></i>政策支持</h5>
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<ul class="list-unstyled">
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<li><i class="bi bi-check-circle text-success me-2"></i>两轮车行业：新国标政策和以旧换新政策</li>
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<li><i class="bi bi-check-circle text-success me-2"></i>海外市场：美国加州等地区补贴政策</li>
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<li><i class="bi bi-check-circle text-success me-2"></i>国家战略：新能源和机器人领域政策支持</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>
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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="card mb-4">
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<div class="card-header">
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<h2 class="h4 mb-0">产业链图谱</h2>
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</div>
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<div class="card-body">
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<div class="row">
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<div class="col-md-4 mb-3">
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<div class="card h-100 border-primary">
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<div class="card-header bg-primary text-white">
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<h5 class="mb-0">上游（核心零部件和材料）</h5>
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</div>
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<div class="card-body">
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<div class="mb-2">
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<span class="industry-tag">电池材料</span>
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<span class="industry-tag">厦钨新能</span>
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<span class="industry-tag">铜冠铜箔</span>
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<span class="industry-tag">德福科技</span>
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</div>
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<div class="mb-2">
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<span class="industry-tag">核心零部件</span>
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<span class="industry-tag">伟创电气</span>
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<span class="industry-tag">安培龙</span>
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<span class="industry-tag">浙江荣泰</span>
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</div>
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<div>
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<span class="industry-tag">电子元器件</span>
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<span class="industry-tag">中熔电气</span>
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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 class="col-md-4 mb-3">
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<div class="card h-100 border-info">
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<div class="card-header bg-info text-white">
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<h5 class="mb-0">中游（核心技术和系统集成）</h5>
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</div>
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<div class="card-body">
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<div class="mb-2">
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<span class="industry-tag">机器人核心部件</span>
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<span class="industry-tag">科达利</span>
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<span class="industry-tag">国华</span>
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<span class="industry-tag">龙溪股份</span>
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</div>
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<div class="mb-2">
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<span class="industry-tag">智能驾驶系统</span>
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<span class="industry-tag">科博达</span>
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<span class="industry-tag">德赛西威</span>
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<span class="industry-tag">经纬恒润</span>
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</div>
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<div>
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<span class="industry-tag">充电设施</span>
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<span class="industry-tag">电池系统</span>
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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 class="col-md-4 mb-3">
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<div class="card h-100 border-success">
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<div class="card-header bg-success text-white">
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<h5 class="mb-0">下游（应用场景和整车）</h5>
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</div>
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<div class="card-body">
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<div class="mb-2">
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<span class="industry-tag">机器人应用</span>
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<span class="industry-tag">robo X</span>
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<span class="industry-tag">工业机器人</span>
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</div>
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<div class="mb-2">
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<span class="industry-tag">智能汽车</span>
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<span class="industry-tag">理想汽车</span>
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<span class="industry-tag">特斯拉</span>
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</div>
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<div>
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<span class="industry-tag">两轮车</span>
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<span class="industry-tag">爱玛科技</span>
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<span class="industry-tag">九号公司</span>
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<span class="industry-tag">雅迪控股</span>
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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>
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</div>
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</div>
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<!-- 关键催化剂 -->
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<div class="card mb-4">
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<div class="card-header">
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<h2 class="h4 mb-0">关键催化剂与未来发展路径</h2>
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</div>
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<div class="card-body">
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<h5 class="text-primary mb-3">近期催化剂（未来3-6个月）</h5>
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<div class="row">
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<div class="col-md-4 mb-3">
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<div class="card h-100">
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<div class="card-body">
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<h6 class="card-title"><i class="bi bi-clipboard-check me-2"></i>政策落地</h6>
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<ul>
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<li>两轮车行业新国标政策发布</li>
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<li>以旧换新政策持续补贴</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 class="col-md-4 mb-3">
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<div class="card h-100">
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<div class="card-body">
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<h6 class="card-title"><i class="bi bi-lightbulb me-2"></i>技术突破</h6>
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<ul>
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<li>机器人核心零部件验证结果</li>
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<li>智能驾驶域控制器订单进展</li>
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<li>固态电池技术突破</li>
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</ul>
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</div>
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</div>
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</div>
|
||
<div class="col-md-4 mb-3">
|
||
<div class="card h-100">
|
||
<div class="card-body">
|
||
<h6 class="card-title"><i class="bi bi-graph-up me-2"></i>业绩兑现</h6>
|
||
<ul>
|
||
<li>中熔电气营收目标达成</li>
|
||
<li>尚太科技销量目标实现</li>
|
||
<li>博力威盈利拐点出现</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<h5 class="text-primary mb-3 mt-4">长期发展路径</h5>
|
||
<div class="table-responsive">
|
||
<table class="table table-bordered">
|
||
<thead>
|
||
<tr>
|
||
<th>领域</th>
|
||
<th>短期（1-2年）</th>
|
||
<th>中期（2-3年）</th>
|
||
<th>长期（3-5年）</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><strong>机器人</strong></td>
|
||
<td>核心零部件技术突破和量产</td>
|
||
<td>机器人整机产品商业化落地</td>
|
||
<td>机器人在工业、服务领域广泛应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>智能驾驶</strong></td>
|
||
<td>L2+级智能驾驶技术普及</td>
|
||
<td>L3级智能驾驶技术在特定场景落地</td>
|
||
<td>L4/L5级高级自动驾驶技术实现</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>新能源汽车</strong></td>
|
||
<td>新能源汽车渗透率持续提升</td>
|
||
<td>新能源汽车成为主流</td>
|
||
<td>与智能交通、智慧城市深度融合</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险 -->
|
||
<div class="card mb-4">
|
||
<div class="card-header">
|
||
<h2 class="h4 mb-0">潜在风险与挑战</h2>
|
||
</div>
|
||
<div class="card-body">
|
||
<div class="row">
|
||
<div class="col-md-6 mb-3">
|
||
<div class="card h-100">
|
||
<div class="card-body">
|
||
<h5 class="card-title risk-level-high"><i class="bi bi-exclamation-triangle me-2"></i>技术风险</h5>
|
||
<ul>
|
||
<li>技术突破不及预期</li>
|
||
<li>技术路线选择不确定性</li>
|
||
<li>核心零部件技术验证周期长</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6 mb-3">
|
||
<div class="card h-100">
|
||
<div class="card-body">
|
||
<h5 class="card-title risk-level-medium"><i class="bi bi-currency-exchange me-2"></i>商业化风险</h5>
|
||
<ul>
|
||
<li>成本控制挑战</li>
|
||
<li>市场接受度不确定</li>
|
||
<li>规模化生产难度</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="row">
|
||
<div class="col-md-6 mb-3">
|
||
<div class="card h-100">
|
||
<div class="card-body">
|
||
<h5 class="card-title risk-level-medium"><i class="bi bi-shield-exclamation me-2"></i>政策与竞争风险</h5>
|
||
<ul>
|
||
<li>政策变动风险</li>
|
||
<li>行业竞争加剧</li>
|
||
<li>海外市场贸易保护</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6 mb-3">
|
||
<div class="card h-100">
|
||
<div class="card-body">
|
||
<h5 class="card-title risk-level-low"><i class="bi bi-info-circle me-2"></i>信息交叉验证风险</h5>
|
||
<ul>
|
||
<li>业绩预期矛盾</li>
|
||
<li>技术进展矛盾</li>
|
||
<li>海外市场拓展矛盾</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 投资启示 -->
|
||
<div class="card mb-4">
|
||
<div class="card-header">
|
||
<h2 class="h4 mb-0">投资启示</h2>
|
||
</div>
|
||
<div class="card-body">
|
||
<div class="highlight-box mb-4">
|
||
<h5 class="text-primary">最具投资价值的细分环节</h5>
|
||
</div>
|
||
<div class="row">
|
||
<div class="col-md-6 mb-3">
|
||
<div class="card h-100 border-primary">
|
||
<div class="card-body">
|
||
<h6 class="card-title"><i class="bi bi-robot me-2"></i>机器人核心零部件</h6>
|
||
<p class="card-text">机器人产业化的核心瓶颈在于核心零部件，技术门槛高，一旦突破将获得长期竞争优势。</p>
|
||
<div class="mt-2">
|
||
<span class="badge bg-primary me-1">伟创电气</span>
|
||
<span class="badge bg-primary me-1">安培龙</span>
|
||
<span class="badge bg-primary">科达利</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6 mb-3">
|
||
<div class="card h-100 border-info">
|
||
<div class="card-body">
|
||
<h6 class="card-title"><i class="bi bi-cpu me-2"></i>智能驾驶域控制器</h6>
|
||
<p class="card-text">域控制器是智能驾驶的核心硬件，随着智能驾驶技术的普及，市场将快速增长。</p>
|
||
<div class="mt-2">
|
||
<span class="badge bg-info me-1">科博达</span>
|
||
<span class="badge bg-info me-1">德赛西威</span>
|
||
<span class="badge bg-info">经纬恒润</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="row">
|
||
<div class="col-md-6 mb-3">
|
||
<div class="card h-100 border-success">
|
||
<div class="card-body">
|
||
<h6 class="card-title"><i class="bi bi-bicycle me-2"></i>两轮车龙头企业</h6>
|
||
<p class="card-text">两轮车行业在新国标和以旧换新政策支持下，将迎来销量和利润的双重增长。</p>
|
||
<div class="mt-2">
|
||
<span class="badge bg-success me-1">爱玛科技</span>
|
||
<span class="badge bg-success me-1">九号公司</span>
|
||
<span class="badge bg-success">雅迪控股</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6 mb-3">
|
||
<div class="card h-100 border-warning">
|
||
<div class="card-body">
|
||
<h6 class="card-title"><i class="bi bi-battery-charging me-2"></i>电池材料创新企业</h6>
|
||
<p class="card-text">电池技术的创新是新能源汽车和储能行业发展的关键，特别是固态电池等新技术的突破。</p>
|
||
<div class="mt-2">
|
||
<span class="badge bg-warning me-1">厦钨新能</span>
|
||
<span class="badge bg-warning me-1">铜冠铜箔</span>
|
||
<span class="badge bg-warning">德福科技</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 股票数据表格 -->
|
||
<div class="card mb-4">
|
||
<div class="card-header">
|
||
<h2 class="h4 mb-0">孙潇雅团队概念股详细数据</h2>
|
||
</div>
|
||
<div class="card-body">
|
||
<div class="table-responsive">
|
||
<table class="table table-hover stock-table">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>核心项目/产品</th>
|
||
<th>行业领域</th>
|
||
<th>收入/利润预期</th>
|
||
<th>增长预期</th>
|
||
<th>目标市值</th>
|
||
<th>投资逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><strong>科博达</strong></td>
|
||
<td>智能驾驶域控在手订单200亿</td>
|
||
<td>智能科技</td>
|
||
<td>前7个月收入3亿左右<br>全年预计7-8亿</td>
|
||
<td>未来预期15-20%收入增长</td>
|
||
<td>840亿</td>
|
||
<td>智能驾驶域控订单充足，收入增长预期明确</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>德赛西威</strong></td>
|
||
<td>智驾出海<br>合作车企：宝马奔驰26-27年海外增量</td>
|
||
<td>智能科技</td>
|
||
<td>贡献9亿利润</td>
|
||
<td>-</td>
|
||
<td>1685亿</td>
|
||
<td>海外车企合作及机器人业务贡献利润</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>经纬恒润</strong></td>
|
||
<td>机器人和智元对接</td>
|
||
<td>智能科技</td>
|
||
<td>贡献6亿利润</td>
|
||
<td>域控ASP 3w*100w台*国内20%份额*10%净利率</td>
|
||
<td>600亿</td>
|
||
<td>域控市场份额及机器人合作带来利润预期</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>科达利</strong></td>
|
||
<td>给T旋转关节+给META送样</td>
|
||
<td>机器人/汽车</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
<td>480亿</td>
|
||
<td>多客户合作及技术卡位优势</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>拓普集团</strong></td>
|
||
<td>多领域布局</td>
|
||
<td>机器人/汽车/液冷</td>
|
||
<td>-</td>
|
||
<td>30年千亿营收</td>
|
||
<td>-</td>
|
||
<td>多领域规划清晰</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>浙江荣泰</strong></td>
|
||
<td>特斯拉Robotaxi规划</td>
|
||
<td>机器人/汽车</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
<td>特斯拉10万辆Robotaxi计划带动</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>安培龙</strong></td>
|
||
<td>一维力矩传感器验证中</td>
|
||
<td>机器人</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
<td>传感器验证及技术壁垒</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>伟创电气</strong></td>
|
||
<td>微型无框电机+无框力矩电机</td>
|
||
<td>机器人</td>
|
||
<td>-</td>
|
||
<td>rt小批量供货T+独供状态</td>
|
||
<td>480亿</td>
|
||
<td>核心部件独供地位</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>龙溪股份</strong></td>
|
||
<td>进入特斯拉供应链</td>
|
||
<td>机器人</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
<td>供应链拓展预期</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>金杨股份</strong></td>
|
||
<td>持股智立传感9%+国华智能9%</td>
|
||
<td>机器人</td>
|
||
<td>-</td>
|
||
<td>明年关节模组产能10万套</td>
|
||
<td>-</td>
|
||
<td>持股布局及产能扩张</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>耐世特(港)</strong></td>
|
||
<td>线控转向(SBW)</td>
|
||
<td>智能驾驶</td>
|
||
<td>26年1.9亿美金归母净利润</td>
|
||
<td>特斯拉/理想26年量产+海外大众28年量产</td>
|
||
<td>-</td>
|
||
<td>线控转向量产项目落地</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>敏实集团(港)</strong></td>
|
||
<td>T链三季度全面送样</td>
|
||
<td>机器人</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
<td>项目验证阶段推进</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>国华(港)</strong></td>
|
||
<td>关节模组</td>
|
||
<td>机器人</td>
|
||
<td>25年5000W收入</td>
|
||
<td>XM旋转独供+线性10月送样</td>
|
||
<td>-</td>
|
||
<td>核心模组独供及送样进展</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Footer -->
|
||
<footer class="bg-dark text-white py-4 mt-5">
|
||
<div class="container">
|
||
<div class="row">
|
||
<div class="col-md-6">
|
||
<p class="mb-0">© 2025 孙潇雅团队概念股分析报告 | 天风证券研究</p>
|
||
</div>
|
||
<div class="col-md-6 text-md-end">
|
||
<p class="mb-0">数据来源：公开信息整理 | 仅供参考，不构成投资建议</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</footer>
|
||
|
||
<!-- Bootstrap 5 JS Bundle with Popper -->
|
||
<script src="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/js/bootstrap.bundle.min.js"></script>
|
||
<!-- Custom JS -->
|
||
<script>
|
||
// 添加平滑滚动效果
|
||
document.querySelectorAll('a[href^="#"]').forEach(anchor => {
|
||
anchor.addEventListener('click', function (e) {
|
||
e.preventDefault();
|
||
document.querySelector(this.getAttribute('href')).scrollIntoView({
|
||
behavior: 'smooth'
|
||
});
|
||
});
|
||
});
|
||
|
||
// 表格响应式处理
|
||
function handleTableResponsive() {
|
||
const tables = document.querySelectorAll('.table-responsive');
|
||
tables.forEach(table => {
|
||
const isOverflowing = table.clientWidth < table.scrollWidth;
|
||
if (isOverflowing && window.innerWidth < 768) {
|
||
table.classList.add('mobile-overflow');
|
||
} else {
|
||
table.classList.remove('mobile-overflow');
|
||
}
|
||
});
|
||
}
|
||
|
||
// 初始化和窗口大小改变时执行
|
||
window.addEventListener('load', handleTableResponsive);
|
||
window.addEventListener('resize', handleTableResponsive);
|
||
</script>
|
||
</body>
|
||
</html>
|