509 lines
33 KiB
HTML
509 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>深度行研报告：冷锻产业链</title>
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
|
||
<style>
|
||
@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
|
||
|
||
body {
|
||
font-family: 'Noto Sans SC', sans-serif;
|
||
background-color: #0a0a1a;
|
||
background-image:
|
||
radial-gradient(circle at 10% 10%, rgba(59, 130, 246, 0.15) 0%, transparent 40%),
|
||
radial-gradient(circle at 85% 90%, rgba(34, 211, 238, 0.15) 0%, transparent 40%),
|
||
radial-gradient(circle at 50% 50%, rgba(168, 85, 247, 0.05) 0%, transparent 30%);
|
||
color: #e5e7eb;
|
||
overflow-x: hidden;
|
||
}
|
||
|
||
.glass-card {
|
||
background: rgba(17, 24, 39, 0.5);
|
||
-webkit-backdrop-filter: blur(16px);
|
||
backdrop-filter: blur(16px);
|
||
border: 1px solid rgba(255, 255, 255, 0.1);
|
||
transition: all 0.3s ease;
|
||
}
|
||
|
||
.glass-card:hover {
|
||
border-color: rgba(59, 130, 246, 0.5);
|
||
box-shadow: 0 0 20px rgba(59, 130, 246, 0.2);
|
||
}
|
||
|
||
.glow-divider {
|
||
height: 1px;
|
||
background: linear-gradient(90deg, transparent, rgba(59, 130, 246, 0.5), transparent);
|
||
}
|
||
|
||
.bento-grid {
|
||
display: grid;
|
||
gap: 1rem;
|
||
grid-template-columns: repeat(auto-fit, minmax(300px, 1fr));
|
||
}
|
||
|
||
.bento-item {
|
||
grid-column: span 1;
|
||
grid-row: span 1;
|
||
}
|
||
|
||
.bento-item-large {
|
||
grid-column: span 2;
|
||
}
|
||
|
||
@media (max-width: 768px) {
|
||
.bento-item-large {
|
||
grid-column: span 1;
|
||
}
|
||
}
|
||
|
||
.tab-lifted.tab-active {
|
||
background-color: #0a0a1a !important;
|
||
border-color: rgba(59, 130, 246, 0.5) !important;
|
||
border-bottom-color: transparent !important;
|
||
}
|
||
|
||
.table thead th {
|
||
background-color: rgba(30, 41, 59, 0.7);
|
||
color: #93c5fd;
|
||
border-bottom: 1px solid rgba(59, 130, 246, 0.5);
|
||
}
|
||
|
||
.table tbody tr {
|
||
background-color: rgba(17, 24, 39, 0.3);
|
||
border-bottom-color: rgba(255, 255, 255, 0.1);
|
||
}
|
||
|
||
.table tbody tr:hover {
|
||
background-color: rgba(30, 41, 59, 0.8) !important;
|
||
}
|
||
|
||
</style>
|
||
</head>
|
||
|
||
<body class="min-h-screen">
|
||
<div class="container mx-auto p-4 md:p-8 space-y-12">
|
||
|
||
<!-- Header -->
|
||
<header class="text-center space-y-4 pt-8">
|
||
<div class="inline-block px-4 py-2 border border-blue-400/30 rounded-full glass-card">
|
||
<p class="text-sm font-light text-blue-300">北京价值前沿科技有限公司 AI投研agent：“价小前投研”</p>
|
||
</div>
|
||
<h1 class="text-4xl md:text-6xl font-bold bg-clip-text text-transparent bg-gradient-to-r from-sky-300 via-blue-400 to-purple-400">
|
||
冷锻产业链 深度研究报告
|
||
</h1>
|
||
<p class="max-w-3xl mx-auto text-lg text-gray-400">
|
||
技术成熟与下游需求共振，从“切削时代”迈向“锻压时代”的产业革命。
|
||
</p>
|
||
</header>
|
||
|
||
<div class="glow-divider"></div>
|
||
|
||
<!-- 0. Concept Event -->
|
||
<section id="concept-event">
|
||
<h2 class="text-3xl font-bold mb-6 text-cyan-300">概念事件：双轮驱动下的产业催化</h2>
|
||
<div class="glass-card rounded-2xl p-6 md:p-8 leading-relaxed text-gray-300">
|
||
<p class="mb-4">冷锻产业链的兴起，并非单一事件引爆，而是由“<strong class="text-cyan-400">技术成熟</strong>”与“<strong class="text-cyan-400">下游需求</strong>”两大主线交织催化而成。其发展脉络清晰，标志着精密制造业的一次范式转移。</p>
|
||
<ul class="space-y-4 list-inside">
|
||
<li class="flex items-start">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3 mt-1 text-blue-400 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M17.657 18.657A8 8 0 016.343 7.343S7 9 9 10c0-2 .5-5 2.986-7.014A8.003 8.003 0 0117.657 18.657z" /><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9.879 16.121A3 3 0 1014.12 11.88l-4.242 4.242z" /></svg>
|
||
<div>
|
||
<strong class="font-semibold text-white">技术背景：</strong>冷锻作为一种精密金属成形工艺，长期应用于汽车等领域。其核心优势在于高效率、低成本、高强度和高精度，被视为对传统车削（CNC）工艺的颠覆性替代，是制造业从“切削时代”向“锻压时代”迈进的关键一步。
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3 mt-1 text-blue-400 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 10V3L4 14h7v7l9-11h-7z" /></svg>
|
||
<div>
|
||
<strong class="font-semibold text-white">催化事件 (~2024年初)：</strong>
|
||
<ul class="mt-2 space-y-2 list-disc list-inside text-gray-400">
|
||
<li><strong class="text-gray-300">人形机器人产业化提速：</strong>随着特斯拉等头部企业推动量产，核心部件<strong class="text-purple-300">行星滚柱丝杠</strong>的降本增效需求极为迫切。研报明确指出，“冷锻工艺是制作行星滚柱丝杠螺纹的主流路线之一”，成为规模化生产的关键。</li>
|
||
<li><strong class="text-gray-300">汽车智能化与轻量化深入：</strong>新能源车，特别是智能驾驶线控制动（EMB、EHB）和轻量化底盘需求激增。<strong class="text-green-300">新坐标</strong>成为“比亚迪智驾滚珠丝杠供应商”，实现国产替代；<strong class="text-green-300">精锻科技</strong>布局铝锻，契合轻量化趋势。</li>
|
||
</ul>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3 mt-1 text-blue-400 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 7h8m0 0v8m0-8l-8 8-4-4-6 6" /></svg>
|
||
<div>
|
||
<strong class="font-semibold text-white">市场发酵 (2024年至今)：</strong>基于上述催化剂，市场开始深度挖掘产业链投资机会。多份研报密集发布，系统性梳理了从上游设备、中游模具到下游加工的完整链条，正式将“冷锻产业链”作为一个独立的投资主题推向市场。
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</section>
|
||
|
||
<div class="glow-divider"></div>
|
||
|
||
<!-- 1. Core Logic -->
|
||
<section id="core-logic">
|
||
<h2 class="text-3xl font-bold mb-6 text-cyan-300">核心逻辑：工艺替代的商业价值重塑</h2>
|
||
<div class="grid grid-cols-1 lg:grid-cols-5 gap-6">
|
||
<!-- Text Description -->
|
||
<div class="lg:col-span-2 space-y-4">
|
||
<div class="glass-card rounded-2xl p-6 h-full">
|
||
<h3 class="text-xl font-bold mb-3 text-white">颠覆性优势</h3>
|
||
<p class="text-gray-300 mb-4">支撑概念的根本逻辑是工艺替代带来的商业价值重塑。冷锻工艺并非简单的“廉价替代”，而是在成本、效率和性能三个维度上对传统切削工艺的全面超越。</p>
|
||
<ul class="space-y-3">
|
||
<li class="flex items-center"><span class="w-3 h-3 rounded-full bg-green-400 mr-3"></span><strong>成本与效率：</strong>单工序效率提升<strong class="text-green-300">2.5倍</strong>以上，全流程效率提升可达<strong class="text-green-300">10倍</strong>，生产成本下降<strong class="text-green-300">30%-50%</strong>。</li>
|
||
<li class="flex items-center"><span class="w-3 h-3 rounded-full bg-blue-400 mr-3"></span><strong>性能与质量：</strong>金属晶粒细化，获得更高强度、硬度、表面光洁度和抗疲劳性，满足机器人和汽车安全件的严苛要求。</li>
|
||
<li class="flex items-center"><span class="w-3 h-3 rounded-full bg-purple-400 mr-3"></span><strong>国产替代：</strong>国内企业已具备与国际一流水平竞争的实力，打开了在汽车等高端领域的国产替代广阔空间。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- ECharts Visualization -->
|
||
<div class="lg:col-span-3 glass-card rounded-2xl p-6">
|
||
<h3 class="text-xl font-bold mb-3 text-white">性能对比：冷锻工艺 vs 传统切削</h3>
|
||
<div id="performance-chart" style="width: 100%; height: 350px;"></div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<div class="glow-divider"></div>
|
||
|
||
<!-- 2. Industry Chain -->
|
||
<section id="industry-chain" x-data="{ tab: 'midstream' }">
|
||
<h2 class="text-3xl font-bold mb-6 text-cyan-300">产业链图谱</h2>
|
||
<div role="tablist" class="tabs tabs-lifted mb-[-1px]">
|
||
<a role="tab" class="tab" :class="{'tab-active': tab === 'upstream'}" @click.prevent="tab = 'upstream'">上游：核心设备与模具</a>
|
||
<a role="tab" class="tab" :class="{'tab-active': tab === 'midstream'}" @click.prevent="tab = 'midstream'">中游：冷锻加工制造</a>
|
||
<a role="tab" class="tab" :class="{'tab-active': tab === 'downstream'}" @click.prevent="tab = 'downstream'">下游：应用领域</a>
|
||
</div>
|
||
|
||
<div class="glass-card rounded-b-2xl rounded-tr-2xl p-6 md:p-8">
|
||
<!-- Upstream -->
|
||
<div x-show="tab === 'upstream'" x-transition>
|
||
<h3 class="text-2xl font-semibold text-white mb-4">上游：产业基石与技术壁垒</h3>
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div class="space-y-3 p-4 border border-white/10 rounded-xl">
|
||
<h4 class="text-lg font-bold text-blue-300">核心设备</h4>
|
||
<p class="text-gray-400">冷锻机/冷镦机、滚丝机/搓丝机、滚压机。高精度（C5级以上）设备严重依赖进口（<strong class="text-white">日本小松、德国福克</strong>），是当前产业链的“卡脖子”环节。</p>
|
||
<p><strong class="text-white">代表公司：</strong><span class="badge badge-info badge-outline">思进智能</span> (国产龙头，追赶者)、<span class="badge badge-info badge-outline">合锻智能</span> (高端成型机床)。</p>
|
||
</div>
|
||
<div class="space-y-3 p-4 border border-white/10 rounded-xl">
|
||
<h4 class="text-lg font-bold text-purple-300">模具/刀具</h4>
|
||
<p class="text-gray-400">是冷锻工艺的核心技术壁垒，模具精度决定产品品质。材料需高韧性、耐磨性（如粉末冶金），自研能力是核心竞争力。</p>
|
||
<p><strong class="text-white">代表公司：</strong><span class="badge badge-secondary badge-outline">恒锋工具</span> (精密刀具)、以及具备模具自研能力的<span class="badge badge-secondary badge-outline">新坐标</span>、<span class="badge badge-secondary badge-outline">精锻科技</span>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<!-- Midstream -->
|
||
<div x-show="tab === 'midstream'" x-transition>
|
||
<h3 class="text-2xl font-semibold text-white mb-4">中游：价值核心与技术集成</h3>
|
||
<p class="mb-4 text-gray-300">精密零部件加工环节，是产业链的核心价值所在，集技术、工艺和客户关系于一体。具备“<strong class="text-cyan-400">模具设计+工艺研发</strong>”一体化能力的企业拥有最强护城河。</p>
|
||
<div class="space-x-2">
|
||
<strong class="text-white">代表公司：</strong>
|
||
<div class="badge badge-primary badge-outline">新坐标 (冷锻精密件龙头)</div>
|
||
<div class="badge badge-success badge-outline">精锻科技 (精锻齿轮龙头)</div>
|
||
<div class="badge badge-warning badge-outline">奇精机械</div>
|
||
<div class="badge badge-error badge-outline">福达合金</div>
|
||
<div class="badge badge-info badge-outline">三联锻造</div>
|
||
</div>
|
||
</div>
|
||
<!-- Downstream -->
|
||
<div x-show="tab === 'downstream'" x-transition>
|
||
<h3 class="text-2xl font-semibold text-white mb-4">下游：需求爆发的驱动引擎</h3>
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div class="space-y-3 p-4 border border-white/10 rounded-xl">
|
||
<h4 class="text-lg font-bold text-green-300">人形机器人 & 汽车</h4>
|
||
<p class="text-gray-400">当前最核心、增长最确定的两大应用领域，对“极致降本增效”的刚性需求是冷锻工艺商业化的最强动力。</p>
|
||
<ul class="list-disc list-inside text-gray-300 space-y-1">
|
||
<li><strong>人形机器人:</strong> 行星/滚珠丝杠、减速器齿轮。</li>
|
||
<li><strong>汽车:</strong> 差速器齿轮、变速箱部件、线控制动丝杠、轻量化铝锻件。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="space-y-3 p-4 border border-white/10 rounded-xl">
|
||
<h4 class="text-lg font-bold text-yellow-300">其他新兴领域</h4>
|
||
<p class="text-gray-400">随着工艺成熟和成本降低，冷锻技术有望向更高精尖领域渗透。</p>
|
||
<ul class="list-disc list-inside text-gray-300 space-y-1">
|
||
<li><strong>飞行汽车:</strong> 精锻科技已与小鹏汇天合作开发铝合金部件。</li>
|
||
<li><strong>航空航天:</strong> 远期潜在应用，对可靠性要求极高。</li>
|
||
<li><strong>工业母机:</strong> 精密传动部件。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<div class="glow-divider"></div>
|
||
|
||
<!-- 3. Key Players -->
|
||
<section id="key-players">
|
||
<h2 class="text-3xl font-bold mb-6 text-cyan-300">核心玩家深度剖析</h2>
|
||
<div class="grid grid-cols-1 lg:grid-cols-3 gap-6">
|
||
<!-- Player 1: 新坐标 -->
|
||
<div class="glass-card rounded-2xl p-6 flex flex-col">
|
||
<h3 class="text-2xl font-bold text-blue-300">新坐标 (603040)</h3>
|
||
<p class="font-semibold text-blue-200 mb-4">技术引领的纯粹标的</p>
|
||
<div class="space-y-3 text-gray-300 flex-grow">
|
||
<p><strong>竞争优势：</strong>逻辑最纯粹，专注精密冷锻。核心护城河是“<strong class="text-white">全产业链研发能力</strong>”。技术上已实现C5级量产，并向C3级（超特斯拉要求）迈进，技术领先。</p>
|
||
<p><strong>业务进展：</strong>已切入<strong class="text-white">比亚迪</strong>智驾滚珠丝杠供应链，成为国产替代标杆案例。“月产2万套机器人行星滚柱丝杠产线”已形成。</p>
|
||
<p><strong>潜在风险：</strong>上游核心设备（来自海外头部厂商）依赖进口，限制产能扩张速度和成本控制。 </p>
|
||
</div>
|
||
</div>
|
||
<!-- Player 2: 精锻科技 -->
|
||
<div class="glass-card rounded-2xl p-6 flex flex-col border-green-500/50 shadow-green-500/10">
|
||
<h3 class="text-2xl font-bold text-green-300">精锻科技 (300258)</h3>
|
||
<p class="font-semibold text-green-200 mb-4">平台化扩张的行业巨头</p>
|
||
<div class="space-y-3 text-gray-300 flex-grow">
|
||
<p><strong>竞争优势：</strong>基于汽车差速器齿轮<strong class="text-white">全球10%份额</strong>的龙头地位，拥有强大的“齿轮锻造+机加工”能力和深厚客户基础（大众、比亚迪、特斯拉等）。技术同源，降维打击新赛道。</p>
|
||
<p><strong>业务进展：</strong>明确布局人形机器人关节、丝杠、减速器模组，<strong class="text-white">样品线在建</strong>。横向拓展铝锻件业务，绑定新势力。</p>
|
||
<p><strong>潜在风险：</strong>机器人业务尚处样品阶段，从0到1的商业化落地存在不确定性。</p>
|
||
</div>
|
||
</div>
|
||
<!-- Player 3: 思进智能 -->
|
||
<div class="glass-card rounded-2xl p-6 flex flex-col">
|
||
<h3 class="text-2xl font-bold text-purple-300">思进智能 (003025)</h3>
|
||
<p class="font-semibold text-purple-200 mb-4">国产替代的潜力追赶者</p>
|
||
<div class="space-y-3 text-gray-300 flex-grow">
|
||
<p><strong>竞争优势：</strong>A股首家冷成形装备制造商，在国内中低端市场具备规模和性价比优势。</p>
|
||
<p><strong>业务进展：</strong>主要产品为精度较低的冷镦机，处于技术追赶阶段。</p>
|
||
<p><strong>机遇与挑战：</strong><strong class="text-white">核心看点在于能否在C5级高精度设备上实现技术突破</strong>。若成功，将打破国外垄断，价值重估；若失败，则停留在低附加值市场。是典型的高风险、高回报标的。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<div class="glow-divider"></div>
|
||
|
||
<!-- 4. Risks & Challenges -->
|
||
<section id="risks">
|
||
<h2 class="text-3xl font-bold mb-6 text-red-400">预期差、风险与挑战</h2>
|
||
<div class="bento-grid">
|
||
<div class="bento-item glass-card rounded-2xl p-6 border-yellow-500/30">
|
||
<h3 class="text-xl font-bold text-yellow-300 mb-2">预期差 #1：技术壁垒</h3>
|
||
<p class="text-gray-300"><strong class="text-white">市场认知：</strong>冷锻是相对均质化的技术。<br><strong class="text-white">产业现实：</strong>核心在于<strong class="text-yellow-200">模具设计</strong>（三层结构、粉末冶金）和工艺know-how，护城河极深，远非购买设备可比。</p>
|
||
</div>
|
||
<div class="bento-item glass-card rounded-2xl p-6 border-yellow-500/30">
|
||
<h3 class="text-xl font-bold text-yellow-300 mb-2">预期差 #2：设备国产化</h3>
|
||
<p class="text-gray-300"><strong class="text-white">市场认知：</strong>国产设备已能满足需求。<br><strong class="text-white">产业现实：</strong>高精度滚压机严重依赖<strong class="text-yellow-200">进口</strong>，是中游企业资本开支和供应链安全的潜在瓶颈。</p>
|
||
</div>
|
||
<div class="bento-item-large glass-card rounded-2xl p-6 border-red-500/30">
|
||
<h3 class="text-xl font-bold text-red-300 mb-2">重大风险：概念混淆</h3>
|
||
<p class="text-gray-300">市场和部分研究存在将“<strong class="text-red-300">冷锻产业链</strong>”与“<strong class="text-red-300">冷链产业</strong>”（如海容冷链）混淆的风险。投资者可能因名称相似而错误投资，导致逻辑失效。这是投资者需审慎甄别的关键点。</p>
|
||
</div>
|
||
<div class="bento-item glass-card rounded-2xl p-6 border-orange-500/30">
|
||
<h3 class="text-xl font-bold text-orange-300 mb-2">商业化风险</h3>
|
||
<p class="text-gray-300">下游需求不及预期，特别是人形机器人量产进度，是当前高估值的核心锚点。若其放缓，将直接冲击上游需求。</p>
|
||
</div>
|
||
<div class="bento-item glass-card rounded-2xl p-6 border-orange-500/30">
|
||
<h3 class="text-xl font-bold text-orange-300 mb-2">技术风险</h3>
|
||
<p class="text-gray-300">从C5到C3的精度提升，以及大批量生产的一致性是核心挑战。模具寿命与成本是持续的研发投入点。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<div class="glow-divider"></div>
|
||
|
||
<!-- 5. Conclusion -->
|
||
<section id="conclusion">
|
||
<h2 class="text-3xl font-bold mb-6 text-cyan-300">综合结论与投资启示</h2>
|
||
<div class="glass-card rounded-2xl p-6 md:p-8">
|
||
<p class="text-lg text-gray-300 mb-6">冷锻产业链正处行业生命周期的<strong class="text-white">成长期初期</strong>，已由纯粹的“主题炒作”进入由头部企业订单驱动的“<strong class="text-cyan-400">基本面验证</strong>”阶段。产业链整体成熟度不高，尤其上游高端设备存在短板，投资机会与风险并存。</p>
|
||
<h4 class="text-xl font-semibold text-white mb-4">投资价值排序：</h4>
|
||
<div class="space-y-4">
|
||
<div class="p-4 border border-blue-400/30 rounded-lg bg-blue-900/20">
|
||
<strong class="text-blue-300">1. 核心中游加工环节：</strong>最具投资价值。技术、工艺和客户关系的集大成者。重点关注拥有<strong class="text-white">核心模具自研能力、全产业链工艺know-how、并已获得标杆客户验证</strong>的公司 (如 <strong class="text-white">新坐标</strong>)。
|
||
</div>
|
||
<div class="p-4 border border-green-400/30 rounded-lg bg-green-900/20">
|
||
<strong class="text-green-300">2. 平台化扩张龙头：</strong>利用成熟市场优势向新兴领域降维打击，确定性较高，是稳健选择 (如 <strong class="text-white">精锻科技</strong>)。
|
||
</div>
|
||
<div class="p-4 border border-purple-400/30 rounded-lg bg-purple-900/20">
|
||
<strong class="text-purple-300">3. 上游国产替代设备商：</strong>高贝塔的期权类投资，价值取决于技术突破，赔率高，不确定性也最大 (如 <strong class="text-white">思进智能</strong>)。
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<div class="glow-divider"></div>
|
||
|
||
<!-- Stock Table -->
|
||
<section id="stock-list">
|
||
<h2 class="text-3xl font-bold mb-6 text-cyan-300">相关上市公司一览</h2>
|
||
<div class="overflow-x-auto glass-card rounded-2xl">
|
||
<table class="table table-zebra w-full text-base">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>产业链环节</th>
|
||
<th>核心逻辑/原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>思进智能</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=003025" target="_blank" class="link link-hover text-blue-400">003025</a></td>
|
||
<td>设备环节 (滚压机)</td>
|
||
<td>A股首家冷成形装备制造商，多工位冷成形装备产销量国内领先。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>腾达科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=001379" target="_blank" class="link link-hover text-blue-400">001379</a></td>
|
||
<td>设备环节 (滚丝机)</td>
|
||
<td>募投项目增加滚丝机等自动化生产设备。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>恒锋工具</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300488" target="_blank" class="link link-hover text-blue-400">300488</a></td>
|
||
<td>模具环节</td>
|
||
<td>布局多种冷挤压刀具，精密拉削刀具、花键量具市占率第一。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>新坐标</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603040" target="_blank" class="link link-hover text-blue-400">603040</a></td>
|
||
<td>模具/加工环节</td>
|
||
<td>具备模具设计加工、冷锻工艺研发等全产业链研发能力。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>精锻科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300258" target="_blank" class="link link-hover text-blue-400">300258</a></td>
|
||
<td>加工环节</td>
|
||
<td>以先进的精锻技术为依托，扩大产品应用范围。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>奇精机械</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603677" target="_blank" class="link link-hover text-blue-400">603677</a></td>
|
||
<td>模具环节</td>
|
||
<td>掌握金属材料冷锻造技术、模具开发技术等。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>福达合金</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603045" target="_blank" class="link link-hover text-blue-400">603045</a></td>
|
||
<td>模具环节</td>
|
||
<td>精密冷锻件的研产销，技术处于国内领先水平。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>三联锻造</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=001282" target="_blank" class="link link-hover text-blue-400">001282</a></td>
|
||
<td>加工环节</td>
|
||
<td>采用的锻造工艺属于模锻，涵盖热锻、温锻和冷锻。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>津荣天宇</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300988" target="_blank" class="link link-hover text-blue-400">300988</a></td>
|
||
<td>加工环节</td>
|
||
<td>拥有汽车安全部品高端冷锻零部件国产化业务。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>浙江黎明</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603048" target="_blank" class="link link-hover text-blue-400">603048</a></td>
|
||
<td>加工环节</td>
|
||
<td>具备多种工艺技术路线，冷锻工艺是其中主要的一种。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>日上集团</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002593" target="_blank" class="link link-hover text-blue-400">002593</a></td>
|
||
<td>加工环节</td>
|
||
<td>汽车铝合金锻造轮项目以冷锻和温锻为主。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Footer -->
|
||
<footer class="text-center pt-8 pb-4">
|
||
<div class="glow-divider mb-4"></div>
|
||
<p class="text-sm text-gray-500">
|
||
北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现。
|
||
</p>
|
||
<p class="text-xs text-gray-600 mt-1">
|
||
本报告为AI合成数据，不构成任何投资建议，投资需谨慎。
|
||
</p>
|
||
</footer>
|
||
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
var chartDom = document.getElementById('performance-chart');
|
||
var myChart = echarts.init(chartDom, 'dark'); // Use 'dark' theme
|
||
var option;
|
||
|
||
option = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: {
|
||
type: 'shadow'
|
||
},
|
||
backgroundColor: 'rgba(30, 41, 59, 0.8)',
|
||
borderColor: '#3b82f6',
|
||
textStyle: {
|
||
color: '#e5e7eb'
|
||
}
|
||
},
|
||
legend: {
|
||
data: ['传统切削 (基准)', '冷锻工艺 (提升)'],
|
||
textStyle: {
|
||
color: '#9ca3af'
|
||
}
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '3%',
|
||
containLabel: true
|
||
},
|
||
xAxis: {
|
||
type: 'value',
|
||
boundaryGap: [0, 0.01],
|
||
axisLine: { lineStyle: { color: '#4b5563' } }
|
||
},
|
||
yAxis: {
|
||
type: 'category',
|
||
data: ['生产成本', '材料利用率', '产品强度', '生产效率'],
|
||
axisLine: { lineStyle: { color: '#4b5563' } }
|
||
},
|
||
series: [
|
||
{
|
||
name: '传统切削 (基准)',
|
||
type: 'bar',
|
||
data: [100, 60, 100, 100],
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 1, 0, [
|
||
{ offset: 0, color: '#4b5563' },
|
||
{ offset: 1, color: '#6b7280' }
|
||
])
|
||
},
|
||
label: {
|
||
show: true,
|
||
position: 'insideRight',
|
||
formatter: '{c}%'
|
||
}
|
||
},
|
||
{
|
||
name: '冷锻工艺 (提升)',
|
||
type: 'bar',
|
||
data: [60, 95, 125, 500], //成本下降40% (100->60), 利用率95%, 强度提升25%, 效率提升400%(即5倍)
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 1, 0, [
|
||
{ offset: 0, color: '#3b82f6' },
|
||
{ offset: 1, color: '#22d3ee' }
|
||
])
|
||
},
|
||
label: {
|
||
show: true,
|
||
position: 'insideRight',
|
||
formatter: '{c}%'
|
||
}
|
||
}
|
||
]
|
||
};
|
||
|
||
option && myChart.setOption(option);
|
||
|
||
window.addEventListener('resize', () => {
|
||
myChart.resize();
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
|
||
</html> |