916 lines
49 KiB
HTML
916 lines
49 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, shrink-to-fit=no">
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<title>智能养老机器人 - 行业洞察报告</title>
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/themes.css" rel="stylesheet" type="text/css" />
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<style>
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body {
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font-family: 'Inter', sans-serif;
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background-color: #f8fafc;
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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: 15px;
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background: linear-gradient(to bottom, #3b82f6, #10b981);
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}
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position: absolute;
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border-radius: 50%;
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background-color: #3b82f6;
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border: 2px solid white;
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box-shadow: 0 0 0 4px rgba(59, 130, 246, 0.2);
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}
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.gradient-bg {
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background: linear-gradient(135deg, #f0f9ff 0%, #e0f2fe 100%);
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}
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.card-shadow {
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box-shadow: 0 10px 15px -3px rgba(0, 0, 0, 0.1), 0 4px 6px -2px rgba(0, 0, 0, 0.05);
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}
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.table-container {
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overflow-x: auto;
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@media (max-width: 768px) {
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left: 2px;
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}
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</style>
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</head>
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<body class="gradient-bg">
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<div id="particles-background" class="fixed inset-0 -z-10"></div>
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold text-gray-800 mb-4">智能养老机器人</h1>
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<p class="text-xl text-gray-600 max-w-3xl mx-auto">政策红利+技术拐点+需求爆发的三重共振期</p>
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</div>
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<!-- 核心观点摘要 -->
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<div class="card bg-white rounded-xl card-shadow mb-10 p-6 md:p-8">
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<div class="flex items-center mb-4">
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<div class="w-1 h-8 bg-blue-500 rounded mr-3"></div>
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<h2 class="text-2xl font-bold text-gray-800">核心观点摘要</h2>
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</div>
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<div class="bg-gradient-to-r from-blue-50 to-cyan-50 rounded-lg p-6 border-l-4 border-blue-500">
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<p class="text-lg text-gray-800 italic">
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"智能养老机器人正处于"政策红利+技术拐点+需求爆发"的三重共振期，从主题炒作迈向基本面驱动的临界点。未来3年将是商业化验证的关键窗口，康复/护理机器人率先放量，陪伴机器人潜力最大，但需突破成本、数据、伦理三大瓶颈。"
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</p>
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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 bg-white rounded-xl card-shadow mb-10 p-6 md:p-8">
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<div class="flex items-center mb-6">
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<div class="w-1 h-8 bg-green-500 rounded mr-3"></div>
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<h2 class="text-2xl font-bold text-gray-800">概念事件时间轴</h2>
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</div>
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<div class="relative pl-8">
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<div class="timeline-item relative pb-8">
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<div class="timeline-dot"></div>
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<div class="ml-8">
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<div class="flex items-center mb-2">
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<span class="bg-blue-100 text-blue-800 text-xs font-semibold px-2.5 py-0.5 rounded">2024年2月</span>
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</div>
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<h3 class="text-lg font-semibold text-gray-800">国际电工委员会发布养老机器人国际标准</h3>
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<p class="text-gray-600 mt-1">IEC正式发布由我国牵头制定的养老机器人国际标准IEC63310，首次为养老机器人产品设计、制造、测试和认证提供全球统一基准。</p>
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</div>
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</div>
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<div class="timeline-item relative pb-8">
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<div class="timeline-dot"></div>
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<div class="ml-8">
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<div class="flex items-center mb-2">
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<span class="bg-blue-100 text-blue-800 text-xs font-semibold px-2.5 py-0.5 rounded">2025年1月</span>
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</div>
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<h3 class="text-lg font-semibold text-gray-800">国务院发布养老服务改革发展意见</h3>
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<p class="text-gray-600 mt-1">中共中央、国务院发布《关于深化养老服务改革发展的意见》，明确提出"加快养老科技和信息化发展应用"，将人形机器人、脑机接口等技术列为养老领域重点攻关方向。</p>
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</div>
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</div>
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<div class="timeline-item relative pb-8">
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<div class="timeline-dot"></div>
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<div class="ml-8">
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<div class="flex items-center mb-2">
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<span class="bg-blue-100 text-blue-800 text-xs font-semibold px-2.5 py-0.5 rounded">2025年6月9日</span>
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</div>
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<h3 class="text-lg font-semibold text-gray-800">工信部、民政部联合发布试点通知</h3>
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<p class="text-gray-600 mt-1">发布《关于开展智能养老服务机器人结对攻关与场景应用试点工作的通知》，试点期2025-2027年，要求居家场景完成≥200户家庭验证，社区/机构场景完成≥20个社区或20家机构验证。</p>
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</div>
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</div>
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<div class="timeline-item relative pb-8">
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<div class="timeline-dot"></div>
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<div class="ml-8">
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<div class="flex items-center mb-2">
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<span class="bg-blue-100 text-blue-800 text-xs font-semibold px-2.5 py-0.5 rounded">2025年6月</span>
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</div>
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<h3 class="text-lg font-semibold text-gray-800">行业巨头联合召开养老人形机器人大会</h3>
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<p class="text-gray-600 mt-1">华为、优必选、麦迪科技、智元机器人联合召开"养老人形机器人大会"，展示华为大模型+优必选机器人+麦迪医疗数据的协同方案。</p>
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</div>
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</div>
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<div class="timeline-item relative">
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<div class="timeline-dot"></div>
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<div class="ml-8">
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<div class="flex items-center mb-2">
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<span class="bg-blue-100 text-blue-800 text-xs font-semibold px-2.5 py-0.5 rounded">2025年6月</span>
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</div>
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<h3 class="text-lg font-semibold text-gray-800">概念股集体涨停</h3>
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<p class="text-gray-600 mt-1">欧圣电气、麦迪科技、信隆健康等概念股因政策催化集体涨停，欧圣电气单日涨幅超15%。</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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<!-- 核心驱动力 -->
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<div class="card bg-white rounded-xl card-shadow mb-10 p-6 md:p-8">
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<div class="flex items-center mb-6">
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<div class="w-1 h-8 bg-purple-500 rounded mr-3"></div>
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<h2 class="text-2xl font-bold text-gray-800">核心驱动力</h2>
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</div>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-gradient-to-br from-blue-50 to-indigo-50 rounded-xl p-6 border border-blue-100">
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<div class="flex items-center mb-4">
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<div class="w-12 h-12 rounded-full bg-blue-500 flex items-center justify-center text-white mr-4">
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<i class="fas fa-landmark"></i>
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</div>
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<h3 class="text-xl font-bold text-gray-800">政策</h3>
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</div>
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<p class="text-gray-700">2025-2027年试点强制落地，中央财政+地方补贴双轮驱动，2025年预算内资金已明确向养老机器人倾斜（国开行2亿元专项贷款）。</p>
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</div>
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<div class="bg-gradient-to-br from-green-50 to-emerald-50 rounded-xl p-6 border border-green-100">
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<div class="flex items-center mb-4">
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<div class="w-12 h-12 rounded-full bg-green-500 flex items-center justify-center text-white mr-4">
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<i class="fas fa-microchip"></i>
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</div>
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<h3 class="text-xl font-bold text-gray-800">技术</h3>
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</div>
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<p class="text-gray-700">AI大模型（华为盘古、优必选Walker X）+外骨骼降本（国产电机替代降本80%），2025年主流产品价格带从50万降至5万以下。</p>
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</div>
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<div class="bg-gradient-to-br from-amber-50 to-orange-50 rounded-xl p-6 border border-amber-100">
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<div class="flex items-center mb-4">
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<div class="w-12 h-12 rounded-full bg-amber-500 flex items-center justify-center text-white mr-4">
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<i class="fas fa-users"></i>
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</div>
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<h3 class="text-xl font-bold text-gray-800">需求</h3>
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</div>
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<p class="text-gray-700">3.1亿60岁以上人口（2024年），550万护理员缺口，失能老人年均经济负担1.3万亿元，机器替人刚需明确。</p>
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</div>
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</div>
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</div>
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<!-- 市场热度与情绪 -->
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<div class="card bg-white rounded-xl card-shadow mb-10 p-6 md:p-8">
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<div class="flex items-center mb-6">
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||
<div class="w-1 h-8 bg-red-500 rounded mr-3"></div>
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||
<h2 class="text-2xl font-bold text-gray-800">市场热度与情绪</h2>
|
||
</div>
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||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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||
<div class="bg-gradient-to-br from-red-50 to-pink-50 rounded-xl p-6 border border-red-100">
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||
<div class="flex items-center mb-3">
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||
<i class="fas fa-newspaper text-red-500 text-xl mr-3"></i>
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||
<h3 class="text-lg font-bold text-gray-800">新闻热度</h3>
|
||
</div>
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||
<p class="text-gray-700 mb-2">6月9-11日，财联社、36氪、央视等20+主流媒体集中报道</p>
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||
<div class="flex items-center">
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||
<span class="bg-red-100 text-red-800 text-sm font-semibold px-2 py-1 rounded">微博话题阅读量破2亿</span>
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||
</div>
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||
</div>
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<div class="bg-gradient-to-br from-indigo-50 to-purple-50 rounded-xl p-6 border border-indigo-100">
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<div class="flex items-center mb-3">
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<i class="fas fa-chart-line text-indigo-500 text-xl mr-3"></i>
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<h3 class="text-lg font-bold text-gray-800">研报密度</h3>
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</div>
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||
<p class="text-gray-700 mb-2">6月10-15日，方正、中金、国盛等8家券商发布深度报告</p>
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<div class="flex items-center">
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<span class="bg-indigo-100 text-indigo-800 text-sm font-semibold px-2 py-1 rounded">一致给予"超配"评级</span>
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||
</div>
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||
</div>
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<div class="bg-gradient-to-br from-amber-50 to-yellow-50 rounded-xl p-6 border border-amber-100">
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||
<div class="flex items-center mb-3">
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<i class="fas fa-balance-scale text-amber-500 text-xl mr-3"></i>
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||
<h3 class="text-lg font-bold text-gray-800">情绪指标</h3>
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||
</div>
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||
<p class="text-gray-700 mb-2">概念股6月9日集体涨停（欧圣电气、信隆健康、麦迪科技）</p>
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||
<div class="flex items-center">
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||
<span class="bg-amber-100 text-amber-800 text-sm font-semibold px-2 py-1 rounded">机构调研存在分歧</span>
|
||
</div>
|
||
</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="card bg-white rounded-xl card-shadow mb-10 p-6 md:p-8">
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<div class="flex items-center mb-6">
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<div class="w-1 h-8 bg-yellow-500 rounded mr-3"></div>
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<h2 class="text-2xl font-bold text-gray-800">预期差分析</h2>
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</div>
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||
<div class="overflow-x-auto">
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<table class="min-w-full divide-y divide-gray-200">
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<thead class="bg-gray-50">
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<tr>
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<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">市场共识</th>
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<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">被忽略的关键点</th>
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</tr>
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</thead>
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<tbody class="bg-white divide-y divide-gray-200">
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<tr>
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<td class="px-6 py-4 whitespace-nowrap">
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<div class="text-sm font-medium text-gray-900">"养老机器人=人形机器人"</div>
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</td>
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<td class="px-6 py-4">
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<div class="text-sm text-gray-700">康复/护理机器人（外骨骼、护理床）才是2025年最先放量的细分（占比60%市场）。</div>
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</td>
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</tr>
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<tr>
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<td class="px-6 py-4 whitespace-nowrap">
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||
<div class="text-sm font-medium text-gray-900">"政策驱动=全面补贴"</div>
|
||
</td>
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||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-700">实际补贴偏向B端机构采购（单台补贴30-50%），C端家庭仍需自费，渗透率或低于预期。</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">"技术成熟=大规模应用"</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-700">人机交互准确率仅80%（方言/语速影响），跌倒检测误报率15%（头豹研究院数据）。</div>
|
||
</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关键催化剂与未来发展路径 -->
|
||
<div class="grid grid-cols-1 lg:grid-cols-2 gap-8 mb-10">
|
||
<div class="card bg-white rounded-xl card-shadow p-6 md:p-8">
|
||
<div class="flex items-center mb-6">
|
||
<div class="w-1 h-8 bg-teal-500 rounded mr-3"></div>
|
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<h2 class="text-2xl font-bold text-gray-800">近期催化剂</h2>
|
||
</div>
|
||
<div class="space-y-4">
|
||
<div class="flex">
|
||
<div class="flex-shrink-0 h-6 w-6 rounded-full bg-teal-500 flex items-center justify-center text-white text-xs font-bold mr-3 mt-1">1</div>
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-gray-800">2025年Q3：工信部公布首批试点城市名单</h3>
|
||
<p class="text-gray-600 mt-1">预计上海、北京、重庆入选，相关公司订单落地（麦迪科技与上海瑞金医院合作已签MOU）。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex">
|
||
<div class="flex-shrink-0 h-6 w-6 rounded-full bg-teal-500 flex items-center justify-center text-white text-xs font-bold mr-3 mt-1">2</div>
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-gray-800">2025年9月：华为开发者大会</h3>
|
||
<p class="text-gray-600 mt-1">将发布养老场景专用大模型，优必选Walker X养老版量产交付。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex">
|
||
<div class="flex-shrink-0 h-6 w-6 rounded-full bg-teal-500 flex items-center justify-center text-white text-xs font-bold mr-3 mt-1">3</div>
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-gray-800">2025年10月：医保局政策</h3>
|
||
<p class="text-gray-600 mt-1">拟将"康复外骨骼机器人"纳入医保报销目录（已通过专家评审）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="card bg-white rounded-xl card-shadow p-6 md:p-8">
|
||
<div class="flex items-center mb-6">
|
||
<div class="w-1 h-8 bg-indigo-500 rounded mr-3"></div>
|
||
<h2 class="text-2xl font-bold text-gray-800">长期发展路径</h2>
|
||
</div>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full divide-y divide-gray-200">
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<thead class="bg-gray-50">
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<tr>
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<th scope="col" class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">阶段</th>
|
||
<th scope="col" class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">里程碑事件</th>
|
||
<th scope="col" class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">市场规模预测</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">2025-2026</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">试点验证完成，B端机构渗透率15%</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-semibold text-indigo-600">150亿元（2025年）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">2027-2028</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">成本降至1万元以下，C端家庭放量</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-semibold text-indigo-600">500亿元（2028年）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">2029-2030</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">人形机器人进入家庭，渗透率5%</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-semibold text-indigo-600">1000亿元（2030年）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链图谱 -->
|
||
<div class="card bg-white rounded-xl card-shadow mb-10 p-6 md:p-8">
|
||
<div class="flex items-center mb-6">
|
||
<div class="w-1 h-8 bg-cyan-500 rounded mr-3"></div>
|
||
<h2 class="text-2xl font-bold text-gray-800">产业链图谱</h2>
|
||
</div>
|
||
<div class="bg-gray-50 rounded-lg p-6">
|
||
<div class="flex flex-col md:flex-row justify-between items-center">
|
||
<div class="w-full md:w-1/3 mb-6 md:mb-0">
|
||
<div class="bg-cyan-100 rounded-lg p-4 text-center">
|
||
<h3 class="font-bold text-gray-800 mb-3">上游：核心零部件</h3>
|
||
<div class="space-y-2">
|
||
<div class="bg-white rounded p-2 text-sm">传感器/电机/减速器</div>
|
||
<div class="bg-white rounded p-2 text-sm">AI芯片/大模型</div>
|
||
<div class="bg-white rounded p-2 text-sm">电池/材料</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="w-full md:w-1/3 mb-6 md:mb-0">
|
||
<div class="bg-blue-100 rounded-lg p-4 text-center">
|
||
<h3 class="font-bold text-gray-800 mb-3">中游：机器人本体</h3>
|
||
<div class="space-y-2">
|
||
<div class="bg-white rounded p-2 text-sm">康复机器人</div>
|
||
<div class="bg-white rounded p-2 text-sm">护理机器人</div>
|
||
<div class="bg-white rounded p-2 text-sm">陪伴机器人</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="w-full md:w-1/3">
|
||
<div class="bg-indigo-100 rounded-lg p-4 text-center">
|
||
<h3 class="font-bold text-gray-800 mb-3">下游：应用场景</h3>
|
||
<div class="space-y-2">
|
||
<div class="bg-white rounded p-2 text-sm">养老院/医院</div>
|
||
<div class="bg-white rounded p-2 text-sm">社区/家庭</div>
|
||
<div class="bg-white rounded p-2 text-sm">独居老人</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心玩家对比 -->
|
||
<div class="card bg-white rounded-xl card-shadow mb-10 p-6 md:p-8">
|
||
<div class="flex items-center mb-6">
|
||
<div class="w-1 h-8 bg-orange-500 rounded mr-3"></div>
|
||
<h2 class="text-2xl font-bold text-gray-800">核心玩家对比</h2>
|
||
</div>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">细分赛道</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">核心优势</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-bold text-gray-900">欧圣电气</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-700">护理机器人</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-700">二便护理机器人市占率70%，已进入上海医保目录，2025年订单翻倍</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-700">海外认证延迟（CE认证排队）</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-bold text-gray-900">麦迪科技</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-700">人形机器人</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-700">华为+优必选三方合作，医院数据壁垒（接入200家三甲医院）</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-700">量产能力未验证（2025年仅规划1000台）</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-bold text-gray-900">信隆健康</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-700">康复机器人</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-700">傅利叶智能合作方，外骨骼产品已进日本养老院</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-700">毛利率仅25%，价格战风险</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-bold text-gray-900">优必选</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-700">全场景</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-700">港股机器人第一股，Walker X已获比亚迪订单</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-700">估值过高（PS 15倍 vs 行业8倍）</div>
|
||
</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 验证与证伪 -->
|
||
<div class="card bg-white rounded-xl card-shadow mb-10 p-6 md:p-8">
|
||
<div class="flex items-center mb-6">
|
||
<div class="w-1 h-8 bg-emerald-500 rounded mr-3"></div>
|
||
<h2 class="text-2xl font-bold text-gray-800">验证与证伪</h2>
|
||
</div>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-gradient-to-br from-emerald-50 to-green-50 rounded-xl p-6 border border-emerald-200">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-full bg-emerald-500 flex items-center justify-center text-white mr-3">
|
||
<i class="fas fa-check"></i>
|
||
</div>
|
||
<h3 class="text-xl font-bold text-gray-800">验证</h3>
|
||
</div>
|
||
<p class="text-gray-700">欧圣电气2025年Q1护理机器人收入同比+200%（公司公告），印证B端采购放量。</p>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-br from-rose-50 to-pink-50 rounded-xl p-6 border border-rose-200">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-full bg-rose-500 flex items-center justify-center text-white mr-3">
|
||
<i class="fas fa-times"></i>
|
||
</div>
|
||
<h3 class="text-xl font-bold text-gray-800">证伪</h3>
|
||
</div>
|
||
<p class="text-gray-700">某研报称"人形机器人2025年家庭渗透率10%"，但头豹数据显示实际不足1%（价格过高+交互缺陷）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card bg-white rounded-xl card-shadow mb-10 p-6 md:p-8">
|
||
<div class="flex items-center mb-6">
|
||
<div class="w-1 h-8 bg-rose-500 rounded mr-3"></div>
|
||
<h2 class="text-2xl font-bold text-gray-800">潜在风险与挑战</h2>
|
||
</div>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-gradient-to-br from-rose-50 to-pink-50 rounded-xl p-6 border border-rose-200">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-full bg-rose-500 flex items-center justify-center text-white mr-3">
|
||
<i class="fas fa-microchip"></i>
|
||
</div>
|
||
<h3 class="text-xl font-bold text-gray-800">技术</h3>
|
||
</div>
|
||
<p class="text-gray-700">跌倒检测误报率15%（头豹数据），方言识别准确率<70%（华为实验室）。</p>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-br from-amber-50 to-orange-50 rounded-xl p-6 border border-amber-200">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-full bg-amber-500 flex items-center justify-center text-white mr-3">
|
||
<i class="fas fa-dollar-sign"></i>
|
||
</div>
|
||
<h3 class="text-xl font-bold text-gray-800">商业化</h3>
|
||
</div>
|
||
<p class="text-gray-700">C端价格敏感度极高：调研显示80%家庭可接受价格<5000元（当前产品均价3万+）。</p>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-br from-blue-50 to-indigo-50 rounded-xl p-6 border border-blue-200">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-full bg-blue-500 flex items-center justify-center text-white mr-3">
|
||
<i class="fas fa-file-contract"></i>
|
||
</div>
|
||
<h3 class="text-xl font-bold text-gray-800">政策</h3>
|
||
</div>
|
||
<p class="text-gray-700">医保纳入进度慢：康复机器人医保谈判已延迟2次（原定2024Q4）。</p>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-br from-purple-50 to-violet-50 rounded-xl p-6 border border-purple-200">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-full bg-purple-500 flex items-center justify-center text-white mr-3">
|
||
<i class="fas fa-chess"></i>
|
||
</div>
|
||
<h3 class="text-xl font-bold text-gray-800">竞争</h3>
|
||
</div>
|
||
<p class="text-gray-700">跨界巨头入局：小米、美的2025年推出低价机型，行业毛利率或降至30%以下。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card bg-white rounded-xl card-shadow mb-10 p-6 md:p-8">
|
||
<div class="flex items-center mb-6">
|
||
<div class="w-1 h-8 bg-indigo-500 rounded mr-3"></div>
|
||
<h2 class="text-2xl font-bold text-gray-800">综合结论与投资启示</h2>
|
||
</div>
|
||
<div class="bg-gradient-to-r from-indigo-50 to-purple-50 rounded-lg p-6 border-l-4 border-indigo-500 mb-6">
|
||
<p class="text-lg text-gray-800 italic">
|
||
"智能养老机器人已从"概念"进入"订单验证期"，康复/护理机器人是2025-2026年唯一可兑现业绩的细分，陪伴机器人需等待技术突破。"
|
||
</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-bold text-gray-800 mb-4">投资方向</h3>
|
||
<div class="space-y-4">
|
||
<div class="flex">
|
||
<div class="flex-shrink-0 h-6 w-6 rounded-full bg-green-500 flex items-center justify-center text-white text-xs font-bold mr-3 mt-1">1</div>
|
||
<div>
|
||
<h4 class="text-lg font-semibold text-gray-800">优先配置：康复机器人B端龙头</h4>
|
||
<p class="text-gray-600">欧圣电气（护理机器人医保放量）+ 信隆健康（外骨骼出海逻辑）。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex">
|
||
<div class="flex-shrink-0 h-6 w-6 rounded-full bg-yellow-500 flex items-center justify-center text-white text-xs font-bold mr-3 mt-1">2</div>
|
||
<div>
|
||
<h4 class="text-lg font-semibold text-gray-800">弹性标的：人形机器人供应链</h4>
|
||
<p class="text-gray-600">三晖电气（执行器）、振江股份（外骨骼结构件）。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex">
|
||
<div class="flex-shrink-0 h-6 w-6 rounded-full bg-red-500 flex items-center justify-center text-white text-xs font-bold mr-3 mt-1">3</div>
|
||
<div>
|
||
<h4 class="text-lg font-semibold text-gray-800">回避：纯概念炒作</h4>
|
||
<p class="text-gray-600">无订单、无技术、无合作的"三无"公司。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-bold text-gray-800 mb-4">关键跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-gray-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-gray-800 mb-2">2025年Q3试点订单</h4>
|
||
<p class="text-sm text-gray-600">关注麦迪科技与上海瑞金医院的500台订单落地。</p>
|
||
</div>
|
||
|
||
<div class="bg-gray-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-gray-800 mb-2">医保目录进展</h4>
|
||
<p class="text-sm text-gray-600">2025年9月医保局会议是否纳入"康复外骨骼"。</p>
|
||
</div>
|
||
|
||
<div class="bg-gray-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-gray-800 mb-2">成本曲线</h4>
|
||
<p class="text-sm text-gray-600">国产电机替代后，护理机器人均价能否降至1万元以下（当前3.5万）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="card bg-white rounded-xl card-shadow p-6 md:p-8">
|
||
<div class="flex items-center mb-6">
|
||
<div class="w-1 h-8 bg-blue-500 rounded mr-3"></div>
|
||
<h2 class="text-2xl font-bold text-gray-800">关联股票数据</h2>
|
||
</div>
|
||
<div class="table-container">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票名称</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">分类</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">项目</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产业链</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">信隆健康</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-green-100 text-green-800">康复机器人</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">智能康复器材产品（如智能轮椅机器人、养老智能服务机器人）</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-700">研发、生产</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">公司持续招募人才研发自有产品，并通过公司互动获取消息</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">机器人</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-green-100 text-green-800">康复机器人</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">医疗康复机器人、智能助行器</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-700">示范应用</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">已在部分康复医院和养老机构实现示范应用，消息来源为公司互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">亿嘉和</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-green-100 text-green-800">康复机器人</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">具身智能人形机器人（康养老场景设计）</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-700">产品研发</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">通过触觉皮肤反馈判断老人情绪状态，消息来源为公开资料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">埃斯顿</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-green-100 text-green-800">康复机器人</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">康复医疗机器人的研产销</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-700">试用阶段</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">参股的埃斯顿（南京）在部分养老机构试用，消息来源为公司互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">豪能股份</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-green-100 text-green-800">康复机器人</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">第五代机器人小五（养老场景应用）</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-700">场景应用</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">腾讯Robotics X实验室推出，完成取快递、抱老人起床等任务，单机价值2000元，消息来源为公开资料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">京山轻机</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-green-100 text-green-800">康复机器人</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">湖北英特博康复机器人</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-700">投资设立</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">持股43.72%，与华中科技大学共同出资，获人福医药1000万元战投，消息来源为公开资料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">盈康生命</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-green-100 text-green-800">康复机器人</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">康复机器人物联网港</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-700">生态合作</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">托管上海永慈康复医院与方傅利叶打造，作为物联网港核心设备，消息来源为公司互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">麦迪科技</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-green-100 text-green-800">康复机器人</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">康养机器人解决方案平台</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-700">业务整合</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">整合医疗信息化与康养机器人业务，打造算力、模型、机器人本体一体化平台，消息来源为官方信息</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">亚华电子</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-green-100 text-green-800">康复机器人</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">面向老年人群的陪护产品</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-700">销售</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">参股子公司上海青芒在天猫、淘宝销售，消息来源为公司互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">荣泰健康</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-green-100 text-green-800">康复机器人</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">RT8900AI按摩机器人</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-700">功能应用</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">支持用户意图预测、主动健康关怀，适用于家庭和医疗场景，消息来源为公开资料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">兆新股份</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-green-100 text-green-800">康复机器人</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">医疗外骨骼制造</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-700">合作交流</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">董事长刘公直受邀参访Nextstep Robotics，产品通过FDA认证，消息来源为公开资料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">探路者</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-green-100 text-green-800">康复机器人</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">护理版外骨骼</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-700">联合研发</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">与国家康复辅具研究中心合作，卧床老人转移时间缩短至3分钟，降低护理人员腰部损伤风险70%，消息来源为公开资料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">伟思医药</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-green-100 text-green-800">康复机器人</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">智能运动康复机器人</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-700">产品线</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">涵盖上下肢主被动、床旁主被动、上肢训练等产品，消息来源为公开资料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">精工科技</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-green-100 text-green-800">康复机器人</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">AI外骨骼机器人</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-700">量产计划</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">预计2024年12月前量产，已展现对老年人和重症患者的照护价值，消息来源为公开资料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">翔宇医疗</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-green-100 text-green-800">康复机器人</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">康复机器人实验室、中医灸疗机器人等</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-700">注册与生产</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">已取得医疗器械注册证，2025年预计7款产品取得注册证，9款产品出样机，消息来源为公司互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">伟思医疗</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-green-100 text-green-800">康复机器人</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">运动康复机器人产品矩阵</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-700">解决方案</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">覆盖人体上下肢、全周期康复评估与训练，涵盖神经康复、重症康复等场景，消息来源为公司互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">欧圣电气</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-blue-100 text-blue-800">护理机器人</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">二便智能护理机器人</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-700">量产</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">已实现批量化生产，客户涵盖家庭用户（C端）和各类机构（B端），消息来源为公司互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">新华锦</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-blue-100 text-blue-800">护理机器人</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">外骨骼可穿戴设备、柔性电子皮肤</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-700">合作开发</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">与具身智能拟围绕养老及老年助行领域展开合作，消息来源为官方微信</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">荣科科技</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-blue-100 text-blue-800">护理机器人</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">智慧病房、医疗视讯和护理机器人</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-700">展会参展</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">子公司神州视翰客户覆盖超2000家医院，HIMSS24展会携相关产品参展，消息来源为公司互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">萤石网络</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-purple-100 text-purple-800">陪伴机器人</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">清洁机器人和陪伴机器人</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-700">布局</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">消息来源为公司互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">三晖电气</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-purple-100 text-purple-800">陪伴机器人</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">机器人核心零部件、执行器研发及生产</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-700">合资公司</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">与智可派机器人成立三晖启航，具备健康监测、跌倒报警等功能，消息来源为公开资料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">亚华电子</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-purple-100 text-purple-800">陪伴机器人</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">老年人群陪护机器人</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-700">销售</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">参股子公司青芒智能主营相关产品，消息来源为公开资料</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("particles-background", {
|
||
fpsLimit: 60,
|
||
particles: {
|
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color: {
|
||
value: "#3b82f6"
|
||
},
|
||
links: {
|
||
color: "#93c5fd",
|
||
distance: 150,
|
||
enable: true,
|
||
opacity: 0.3,
|
||
width: 1
|
||
},
|
||
move: {
|
||
direction: "none",
|
||
enable: true,
|
||
outModes: {
|
||
default: "bounce"
|
||
},
|
||
random: false,
|
||
speed: 1,
|
||
straight: false
|
||
},
|
||
number: {
|
||
density: {
|
||
enable: true,
|
||
area: 800
|
||
},
|
||
value: 60
|
||
},
|
||
opacity: {
|
||
value: 0.3
|
||
},
|
||
shape: {
|
||
type: "circle"
|
||
},
|
||
size: {
|
||
value: { min: 1, max: 3 }
|
||
}
|
||
},
|
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detectRetina: true
|
||
});
|
||
</script>
|
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</body>
|
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</html>
|
||
``` |