1336 lines
71 KiB
HTML
1336 lines
71 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>人形机器人核心标的概览</title>
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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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<link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/bootstrap-icons@1.10.0/font/bootstrap-icons.css">
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<style>
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:root {
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--primary-color: #1a73e8;
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--secondary-color: #34a853;
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--accent-color: #ea4335;
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--light-bg: #f8f9fa;
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--dark-text: #202124;
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}
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body {
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font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen, Ubuntu, Cantarell, 'Open Sans', 'Helvetica Neue', sans-serif;
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color: var(--dark-text);
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background-color: #ffffff;
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}
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.navbar {
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background-color: var(--primary-color);
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box-shadow: 0 2px 4px rgba(0,0,0,0.1);
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}
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.hero-section {
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background: linear-gradient(135deg, #1a73e8 0%, #34a853 100%);
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color: white;
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padding: 3rem 0;
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margin-bottom: 2rem;
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}
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.section-title {
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font-weight: 600;
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margin-bottom: 1.5rem;
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color: var(--primary-color);
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position: relative;
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padding-bottom: 0.5rem;
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}
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.section-title::after {
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content: '';
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position: absolute;
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bottom: 0;
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left: 0;
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width: 60px;
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height: 3px;
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background-color: var(--accent-color);
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}
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.timeline {
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position: relative;
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padding-left: 30px;
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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: 10px;
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top: 0;
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height: 100%;
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width: 2px;
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background: #e0e0e0;
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}
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.timeline-item {
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position: relative;
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margin-bottom: 25px;
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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: -30px;
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top: 5px;
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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: 2px solid white;
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box-shadow: 0 0 0 2px var(--primary-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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margin-bottom: 5px;
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}
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.card {
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border: none;
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border-radius: 8px;
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box-shadow: 0 2px 10px rgba(0,0,0,0.05);
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transition: transform 0.3s, box-shadow 0.3s;
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height: 100%;
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}
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.card:hover {
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transform: translateY(-5px);
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box-shadow: 0 5px 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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font-weight: 600;
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border-bottom: 1px solid #eee;
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}
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.table {
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border-collapse: separate;
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border-spacing: 0;
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}
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.table thead th {
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background-color: var(--light-bg);
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border-bottom: 2px solid #dee2e6;
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font-weight: 600;
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}
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.table tbody tr:hover {
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background-color: rgba(26, 115, 232, 0.05);
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}
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.badge-category {
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font-size: 0.75rem;
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padding: 0.4rem 0.8rem;
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border-radius: 20px;
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font-weight: 500;
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}
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.category-总成 { background-color: #e3f2fd; color: #0d47a1; }
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.category-灵巧手 { background-color: #e8f5e9; color: #1b5e20; }
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.category-电机 { background-color: #fff3e0; color: #e65100; }
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.category-丝杠 { background-color: #f3e5f5; color: #4a148c; }
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.category-丝杠设备 { background-color: #e0f2f1; color: #004d40; }
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.category-谐波减速器 { background-color: #e8eaf6; color: #311b92; }
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.category-行星减速器 { background-color: #fce4ec; color: #880e4f; }
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.category-传感器 { background-color: #e1f5fe; color: #01579b; }
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.category-轴承 { background-color: #f1f8e9; color: #33691e; }
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.category-腱绳材料 { background-color: #fff8e1; color: #ff8f00; }
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.category-结构件 { background-color: #efebe9; color: #3e2723; }
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.category-加工刀具 { background-color: #fafafa; color: #212121; }
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.category-本体及应用 { background-color: #e0f7fa; color: #006064; }
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.category-其他 { background-color: #f9fbe7; color: #827717; }
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.key-point {
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background-color: var(--light-bg);
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border-left: 4px solid var(--primary-color);
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padding: 1rem;
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margin-bottom: 1rem;
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border-radius: 0 4px 4px 0;
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}
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.industry-chain {
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display: flex;
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flex-wrap: wrap;
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justify-content: space-between;
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margin-bottom: 2rem;
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}
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.chain-level {
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flex: 1;
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min-width: 250px;
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margin: 0.5rem;
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padding: 1rem;
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background-color: var(--light-bg);
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border-radius: 8px;
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text-align: center;
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}
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.chain-level-title {
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font-weight: 600;
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margin-bottom: 0.5rem;
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color: var(--primary-color);
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}
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.future-path {
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position: relative;
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padding-left: 20px;
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}
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.future-path::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: linear-gradient(to bottom, var(--primary-color), var(--secondary-color));
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}
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.path-milestone {
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position: relative;
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margin-bottom: 1.5rem;
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padding-left: 20px;
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}
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.path-milestone::before {
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content: '';
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position: absolute;
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left: -10px;
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top: 5px;
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width: 20px;
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height: 20px;
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border-radius: 50%;
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background: white;
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border: 3px solid var(--primary-color);
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}
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.path-year {
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font-weight: 700;
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color: var(--primary-color);
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font-size: 1.2rem;
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margin-bottom: 0.5rem;
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}
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.risk-card {
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border-left: 4px solid var(--accent-color);
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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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.timeline {
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padding-left: 20px;
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}
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.timeline-item::before {
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left: -20px;
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}
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.table-responsive {
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font-size: 0.85rem;
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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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<!-- 导航栏 -->
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<nav class="navbar navbar-expand-lg navbar-dark">
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<div class="container">
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<a class="navbar-brand" href="#">
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<i class="bi bi-robot"></i> 人形机器人核心标的概览
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</a>
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<button class="navbar-toggler" type="button" data-bs-toggle="collapse" data-bs-target="#navbarNav">
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<span class="navbar-toggler-icon"></span>
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</button>
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<div class="collapse navbar-collapse" id="navbarNav">
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<ul class="navbar-nav ms-auto">
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<li class="nav-item">
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<a class="nav-link" href="#concept">概念事件</a>
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</li>
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<li class="nav-item">
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<a class="nav-link" href="#summary">核心观点</a>
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</li>
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<li class="nav-item">
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<a class="nav-link" href="#stocks">核心标的</a>
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</li>
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<li class="nav-item">
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<a class="nav-link" href="#future">发展路径</a>
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</li>
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</ul>
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</div>
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</div>
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</nav>
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<!-- 主要内容 -->
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<div class="container">
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<!-- 标题部分 -->
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<div class="hero-section">
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<div class="container">
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<h1 class="display-5 fw-bold mb-3">人形机器人核心标的概览</h1>
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<p class="lead">人工智能在物理世界的关键载体，产业链核心标的深度剖析</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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<section id="concept" class="mb-5">
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<h2 class="section-title">概念事件</h2>
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<div class="row">
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<div class="col-lg-8">
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<div class="timeline">
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<div class="timeline-item">
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<div class="timeline-date">2023年8月</div>
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<div>西南证券发布人形机器人行业报告，系统梳理核心标的</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-date">2023年9月24日</div>
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<div>特斯拉发布Optimus机器人视频，成为下半年行情催化剂</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-date">2023年12月13日</div>
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<div>特斯拉发布第二代人形机器人，颈部新增两个自由度</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-date">2024年2月</div>
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<div>上海工信部发布促进智能机器人产业高质量创新发展行动方案</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-date">2024年3月18-21日</div>
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<div>英伟达GTC大会展示25款机器人产品</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-date">2024年6月14日</div>
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<div>马斯克表示人形机器人量产时间延后至2025年</div>
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</div>
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<div class="timeline-item">
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||
<div class="timeline-date">2024年10月18日</div>
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<div>中信证券研报表示"明年将是人形机器人的量产之年"</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-date">2025年1月27日</div>
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<div>恒工精密人形机器人采用球墨铸铁技术</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-date">2025年2月19-21日</div>
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<div>兴业证券和多家机构路演报告分析人形机器人核心标的</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-date">2025年5月12日</div>
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<div>华翔股份与HW共同研发AI检测设备正式投入使用</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28日</div>
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<div>当虹科技和新坐标被重点推荐</div>
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</div>
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</div>
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</div>
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<div class="col-lg-4">
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<div class="card">
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<div class="card-header">
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<i class="bi bi-lightbulb"></i> 背景与催化事件
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</div>
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<div class="card-body">
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<p>人形机器人产业的核心驱动力来自于特斯拉Optimus的技术突破和量产计划，以及国内政策支持与产业链协同发展。</p>
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<p>催化事件主要包括：</p>
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<ul>
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<li>特斯拉Optimus技术进展更新</li>
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<li>政策支持落地</li>
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<li>核心零部件技术突破</li>
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<li>巨头入局（英伟达、华为、苹果等）</li>
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<li>产业链企业获得定点</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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</section>
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<!-- 核心观点摘要 -->
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<section id="summary" class="mb-5">
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<h2 class="section-title">核心观点摘要</h2>
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<div class="key-point">
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<p><strong>人形机器人产业正处于从技术验证向商业化过渡的关键阶段</strong>，特斯拉Optimus的量产计划（2025年小批量生产）和国内政策支持构成核心驱动力，产业链各环节企业正加速布局并取得实质性进展。</p>
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||
</div>
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||
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<div class="row mt-4">
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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-header">
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<i class="bi bi-gear"></i> 核心驱动力
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</div>
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<div class="card-body">
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<ul>
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<li><strong>技术突破与产品迭代</strong>：特斯拉Optimus持续迭代，灵巧手技术进步，核心零部件国产化率提升</li>
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<li><strong>政策支持</strong>：上海打造1000亿元级别机器人产业规模</li>
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<li><strong>成本下降与商业化可能</strong>：量产100万台时单价有望降至2万美元</li>
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<li><strong>巨头入局与产业链协同</strong>：特斯拉、华为、英伟达、苹果等加大投入</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6 mb-3">
|
||
<div class="card h-100">
|
||
<div class="card-header">
|
||
<i class="bi bi-graph-up"></i> 市场热度与预期差
|
||
</div>
|
||
<div class="card-body">
|
||
<ul>
|
||
<li><strong>市场关注度持续提升</strong>：研报和路演报告密集发布</li>
|
||
<li><strong>市场情绪整体乐观但存在分歧</strong>：量产时间延后带来短期调整压力</li>
|
||
<li><strong>量产时间预期差</strong>：从2024年延后至2025年</li>
|
||
<li><strong>技术成熟度预期差</strong>：纯视觉方案在机器人领域可能面临挑战</li>
|
||
<li><strong>国产化进程预期差</strong>：高精度丝杠国产化率仅为19%</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 产业链图谱 -->
|
||
<section class="mb-5">
|
||
<h2 class="section-title">产业链图谱</h2>
|
||
<div class="industry-chain">
|
||
<div class="chain-level">
|
||
<div class="chain-level-title">上游核心零部件</div>
|
||
<div>驱动系统、减速器、丝杠、传感器、轴承、腱绳材料、结构件、加工刀具</div>
|
||
</div>
|
||
<div class="chain-level">
|
||
<div class="chain-level-title">中游机器人本体制造</div>
|
||
<div>总成、本体及应用</div>
|
||
</div>
|
||
<div class="chain-level">
|
||
<div class="chain-level-title">下游应用</div>
|
||
<div>工业应用、服务应用、特殊应用</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 核心标的股票数据 -->
|
||
<section id="stocks" class="mb-5">
|
||
<h2 class="section-title">核心标的股票数据</h2>
|
||
|
||
<!-- 总成 -->
|
||
<div class="mb-4">
|
||
<h3 class="h5 mb-3"><span class="badge category-总成">总成</span></h3>
|
||
<div class="table-responsive">
|
||
<table class="table table-hover">
|
||
<thead>
|
||
<tr>
|
||
<th>股票代码</th>
|
||
<th>公司名称</th>
|
||
<th>分类</th>
|
||
<th>相关个股</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>三花智控</td>
|
||
<td><span class="badge category-总成">总成</span></td>
|
||
<td>拓普集团、均普智能、美湖股份</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>拓普集团</td>
|
||
<td><span class="badge category-总成">总成</span></td>
|
||
<td>三花智控、均普智能、美湖股份</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>均普智能</td>
|
||
<td><span class="badge category-总成">总成</span></td>
|
||
<td>三花智控、拓普集团、美湖股份</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>美湖股份</td>
|
||
<td><span class="badge category-总成">总成</span></td>
|
||
<td>三花智控、拓普集团、均普智能</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 灵巧手 -->
|
||
<div class="mb-4">
|
||
<h3 class="h5 mb-3"><span class="badge category-灵巧手">灵巧手</span></h3>
|
||
<div class="table-responsive">
|
||
<table class="table table-hover">
|
||
<thead>
|
||
<tr>
|
||
<th>股票代码</th>
|
||
<th>公司名称</th>
|
||
<th>分类</th>
|
||
<th>相关个股</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>兆威机电</td>
|
||
<td><span class="badge category-灵巧手">灵巧手</span></td>
|
||
<td>鸣志电器、雷赛智能、伟创电气、鼎智科技</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>鸣志电器</td>
|
||
<td><span class="badge category-灵巧手">灵巧手</span></td>
|
||
<td>兆威机电、雷赛智能、伟创电气、鼎智科技</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>雷赛智能</td>
|
||
<td><span class="badge category-灵巧手">灵巧手</span></td>
|
||
<td>兆威机电、鸣志电器、伟创电气、鼎智科技</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>伟创电气</td>
|
||
<td><span class="badge category-灵巧手">灵巧手</span></td>
|
||
<td>兆威机电、鸣志电器、雷赛智能、鼎智科技</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>鼎智科技</td>
|
||
<td><span class="badge category-灵巧手">灵巧手</span></td>
|
||
<td>兆威机电、鸣志电器、雷赛智能、伟创电气</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 电机 -->
|
||
<div class="mb-4">
|
||
<h3 class="h5 mb-3"><span class="badge category-电机">电机</span></h3>
|
||
<div class="table-responsive">
|
||
<table class="table table-hover">
|
||
<thead>
|
||
<tr>
|
||
<th>股票代码</th>
|
||
<th>公司名称</th>
|
||
<th>分类</th>
|
||
<th>相关个股</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>步科股份</td>
|
||
<td><span class="badge category-电机">电机</span></td>
|
||
<td>昊志机电、汇川技术、科力尔</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>昊志机电</td>
|
||
<td><span class="badge category-电机">电机</span></td>
|
||
<td>步科股份、汇川技术、科力尔</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>汇川技术</td>
|
||
<td><span class="badge category-电机">电机</span></td>
|
||
<td>步科股份、昊志机电、科力尔</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>科力尔</td>
|
||
<td><span class="badge category-电机">电机</span></td>
|
||
<td>步科股份、昊志机电、汇川技术</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 丝杠 -->
|
||
<div class="mb-4">
|
||
<h3 class="h5 mb-3"><span class="badge category-丝杠">丝杠</span></h3>
|
||
<div class="table-responsive">
|
||
<table class="table table-hover">
|
||
<thead>
|
||
<tr>
|
||
<th>股票代码</th>
|
||
<th>公司名称</th>
|
||
<th>分类</th>
|
||
<th>相关个股</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>恒立液压</td>
|
||
<td><span class="badge category-丝杠">丝杠</span></td>
|
||
<td>五洲新春、北特科技、双林股份、震裕科技、秦川机床、南京化纤、贝斯特</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>五洲新春</td>
|
||
<td><span class="badge category-丝杠">丝杠</span></td>
|
||
<td>恒立液压、北特科技、双林股份、震裕科技、秦川机床、南京化纤、贝斯特</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>北特科技</td>
|
||
<td><span class="badge category-丝杠">丝杠</span></td>
|
||
<td>恒立液压、五洲新春、双林股份、震裕科技、秦川机床、南京化纤、贝斯特</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>双林股份</td>
|
||
<td><span class="badge category-丝杠">丝杠</span></td>
|
||
<td>恒立液压、五洲新春、北特科技、震裕科技、秦川机床、南京化纤、贝斯特</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>震裕科技</td>
|
||
<td><span class="badge category-丝杠">丝杠</span></td>
|
||
<td>恒立液压、五洲新春、北特科技、双林股份、秦川机床、南京化纤、贝斯特</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>秦川机床</td>
|
||
<td><span class="badge category-丝杠">丝杠</span></td>
|
||
<td>恒立液压、五洲新春、北特科技、双林股份、震裕科技、南京化纤、贝斯特</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>南京化纤</td>
|
||
<td><span class="badge category-丝杠">丝杠</span></td>
|
||
<td>恒立液压、五洲新春、北特科技、双林股份、震裕科技、秦川机床、贝斯特</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>贝斯特</td>
|
||
<td><span class="badge category-丝杠">丝杠</span></td>
|
||
<td>恒立液压、五洲新春、北特科技、双林股份、震裕科技、秦川机床、南京化纤</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 丝杠设备 -->
|
||
<div class="mb-4">
|
||
<h3 class="h5 mb-3"><span class="badge category-丝杠设备">丝杠设备</span></h3>
|
||
<div class="table-responsive">
|
||
<table class="table table-hover">
|
||
<thead>
|
||
<tr>
|
||
<th>股票代码</th>
|
||
<th>公司名称</th>
|
||
<th>分类</th>
|
||
<th>相关个股</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>国机精工</td>
|
||
<td><span class="badge category-丝杠设备">丝杠设备</span></td>
|
||
<td>日发精机、华辰装备、浙海德曼</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>日发精机</td>
|
||
<td><span class="badge category-丝杠设备">丝杠设备</span></td>
|
||
<td>国机精工、华辰装备、浙海德曼</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>华辰装备</td>
|
||
<td><span class="badge category-丝杠设备">丝杠设备</span></td>
|
||
<td>国机精工、日发精机、浙海德曼</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>浙海德曼</td>
|
||
<td><span class="badge category-丝杠设备">丝杠设备</span></td>
|
||
<td>国机精工、日发精机、华辰装备</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 谐波减速器 -->
|
||
<div class="mb-4">
|
||
<h3 class="h5 mb-3"><span class="badge category-谐波减速器">谐波减速器</span></h3>
|
||
<div class="table-responsive">
|
||
<table class="table table-hover">
|
||
<thead>
|
||
<tr>
|
||
<th>股票代码</th>
|
||
<th>公司名称</th>
|
||
<th>分类</th>
|
||
<th>相关个股</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>绿的谐波</td>
|
||
<td><span class="badge category-谐波减速器">谐波减速器</span></td>
|
||
<td>斯菱股份、丰立智能、双环传动、汉宇集团、富临精工、瑞迪智驱、中鼎股份</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>斯菱股份</td>
|
||
<td><span class="badge category-谐波减速器">谐波减速器</span></td>
|
||
<td>绿的谐波、丰立智能、双环传动、汉宇集团、富临精工、瑞迪智驱、中鼎股份</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>丰立智能</td>
|
||
<td><span class="badge category-谐波减速器">谐波减速器</span></td>
|
||
<td>绿的谐波、斯菱股份、双环传动、汉宇集团、富临精工、瑞迪智驱、中鼎股份</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>双环传动</td>
|
||
<td><span class="badge category-谐波减速器">谐波减速器</span></td>
|
||
<td>绿的谐波、斯菱股份、丰立智能、汉宇集团、富临精工、瑞迪智驱、中鼎股份</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>汉宇集团</td>
|
||
<td><span class="badge category-谐波减速器">谐波减速器</span></td>
|
||
<td>绿的谐波、斯菱股份、丰立智能、双环传动、富临精工、瑞迪智驱、中鼎股份</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>富临精工</td>
|
||
<td><span class="badge category-谐波减速器">谐波减速器</span></td>
|
||
<td>绿的谐波、斯菱股份、丰立智能、双环传动、汉宇集团、瑞迪智驱、中鼎股份</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>瑞迪智驱</td>
|
||
<td><span class="badge category-谐波减速器">谐波减速器</span></td>
|
||
<td>绿的谐波、斯菱股份、丰立智能、双环传动、汉宇集团、富临精工、中鼎股份</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>中鼎股份</td>
|
||
<td><span class="badge category-谐波减速器">谐波减速器</span></td>
|
||
<td>绿的谐波、斯菱股份、丰立智能、双环传动、汉宇集团、富临精工、瑞迪智驱</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 行星减速器 -->
|
||
<div class="mb-4">
|
||
<h3 class="h5 mb-3"><span class="badge category-行星减速器">行星减速器</span></h3>
|
||
<div class="table-responsive">
|
||
<table class="table table-hover">
|
||
<thead>
|
||
<tr>
|
||
<th>股票代码</th>
|
||
<th>公司名称</th>
|
||
<th>分类</th>
|
||
<th>相关个股</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>中大力德</td>
|
||
<td><span class="badge category-行星减速器">行星减速器</span></td>
|
||
<td>恒工精密、精锻科技、豪能股份、蓝黛科技、巨轮智能、夏厦精密、国茂股份、科达利</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>恒工精密</td>
|
||
<td><span class="badge category-行星减速器">行星减速器</span></td>
|
||
<td>中大力德、精锻科技、豪能股份、蓝黛科技、巨轮智能、夏厦精密、国茂股份、科达利</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>精锻科技</td>
|
||
<td><span class="badge category-行星减速器">行星减速器</span></td>
|
||
<td>中大力德、恒工精密、豪能股份、蓝黛科技、巨轮智能、夏厦精密、国茂股份、科达利</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>豪能股份</td>
|
||
<td><span class="badge category-行星减速器">行星减速器</span></td>
|
||
<td>中大力德、恒工精密、精锻科技、蓝黛科技、巨轮智能、夏厦精密、国茂股份、科达利</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>蓝黛科技</td>
|
||
<td><span class="badge category-行星减速器">行星减速器</span></td>
|
||
<td>中大力德、恒工精密、精锻科技、豪能股份、巨轮智能、夏厦精密、国茂股份、科达利</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>巨轮智能</td>
|
||
<td><span class="badge category-行星减速器">行星减速器</span></td>
|
||
<td>中大力德、恒工精密、精锻科技、豪能股份、蓝黛科技、夏厦精密、国茂股份、科达利</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>夏厦精密</td>
|
||
<td><span class="badge category-行星减速器">行星减速器</span></td>
|
||
<td>中大力德、恒工精密、精锻科技、豪能股份、蓝黛科技、巨轮智能、国茂股份、科达利</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>国茂股份</td>
|
||
<td><span class="badge category-行星减速器">行星减速器</span></td>
|
||
<td>中大力德、恒工精密、精锻科技、豪能股份、蓝黛科技、巨轮智能、夏厦精密、科达利</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>科达利</td>
|
||
<td><span class="badge category-行星减速器">行星减速器</span></td>
|
||
<td>中大力德、恒工精密、精锻科技、豪能股份、蓝黛科技、巨轮智能、夏厦精密、国茂股份</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 传感器 -->
|
||
<div class="mb-4">
|
||
<h3 class="h5 mb-3"><span class="badge category-传感器">传感器</span></h3>
|
||
<div class="table-responsive">
|
||
<table class="table table-hover">
|
||
<thead>
|
||
<tr>
|
||
<th>股票代码</th>
|
||
<th>公司名称</th>
|
||
<th>分类</th>
|
||
<th>相关个股</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>柯力传感</td>
|
||
<td><span class="badge category-传感器">传感器</span></td>
|
||
<td>凌云股份、泰林科技、中航成飞、东华测试、瀚川智能、汉威科技、福莱新材、凯尔达、康斯特、凌云光、奥普特</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>凌云股份</td>
|
||
<td><span class="badge category-传感器">传感器</span></td>
|
||
<td>柯力传感、泰林科技、中航成飞、东华测试、瀚川智能、汉威科技、福莱新材、凯尔达、康斯特、凌云光、奥普特</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>泰林科技</td>
|
||
<td><span class="badge category-传感器">传感器</span></td>
|
||
<td>柯力传感、凌云股份、中航成飞、东华测试、瀚川智能、汉威科技、福莱新材、凯尔达、康斯特、凌云光、奥普特</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>中航成飞</td>
|
||
<td><span class="badge category-传感器">传感器</span></td>
|
||
<td>柯力传感、凌云股份、泰林科技、东华测试、瀚川智能、汉威科技、福莱新材、凯尔达、康斯特、凌云光、奥普特</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>东华测试</td>
|
||
<td><span class="badge category-传感器">传感器</span></td>
|
||
<td>柯力传感、凌云股份、泰林科技、中航成飞、瀚川智能、汉威科技、福莱新材、凯尔达、康斯特、凌云光、奥普特</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>瀚川智能</td>
|
||
<td><span class="badge category-传感器">传感器</span></td>
|
||
<td>柯力传感、凌云股份、泰林科技、中航成飞、东华测试、汉威科技、福莱新材、凯尔达、康斯特、凌云光、奥普特</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>汉威科技</td>
|
||
<td><span class="badge category-传感器">传感器</span></td>
|
||
<td>柯力传感、凌云股份、泰林科技、中航成飞、东华测试、瀚川智能、福莱新材、凯尔达、康斯特、凌云光、奥普特</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>福莱新材</td>
|
||
<td><span class="badge category-传感器">传感器</span></td>
|
||
<td>柯力传感、凌云股份、泰林科技、中航成飞、东华测试、瀚川智能、汉威科技、凯尔达、康斯特、凌云光、奥普特</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>凯尔达</td>
|
||
<td><span class="badge category-传感器">传感器</span></td>
|
||
<td>柯力传感、凌云股份、泰林科技、中航成飞、东华测试、瀚川智能、汉威科技、福莱新材、康斯特、凌云光、奥普特</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>康斯特</td>
|
||
<td><span class="badge category-传感器">传感器</span></td>
|
||
<td>柯力传感、凌云股份、泰林科技、中航成飞、东华测试、瀚川智能、汉威科技、福莱新材、凯尔达、凌云光、奥普特</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>凌云光</td>
|
||
<td><span class="badge category-传感器">传感器</span></td>
|
||
<td>柯力传感、凌云股份、泰林科技、中航成飞、东华测试、瀚川智能、汉威科技、福莱新材、凯尔达、康斯特、奥普特</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>奥普特</td>
|
||
<td><span class="badge category-传感器">传感器</span></td>
|
||
<td>柯力传感、凌云股份、泰林科技、中航成飞、东华测试、瀚川智能、汉威科技、福莱新材、凯尔达、康斯特、凌云光</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 轴承 -->
|
||
<div class="mb-4">
|
||
<h3 class="h5 mb-3"><span class="badge category-轴承">轴承</span></h3>
|
||
<div class="table-responsive">
|
||
<table class="table table-hover">
|
||
<thead>
|
||
<tr>
|
||
<th>股票代码</th>
|
||
<th>公司名称</th>
|
||
<th>分类</th>
|
||
<th>相关个股</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>长盛轴承</td>
|
||
<td><span class="badge category-轴承">轴承</span></td>
|
||
<td>襄阳轴承、南方精工、力星股份、苏轴股份</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>襄阳轴承</td>
|
||
<td><span class="badge category-轴承">轴承</span></td>
|
||
<td>长盛轴承、南方精工、力星股份、苏轴股份</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>南方精工</td>
|
||
<td><span class="badge category-轴承">轴承</span></td>
|
||
<td>长盛轴承、襄阳轴承、力星股份、苏轴股份</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>力星股份</td>
|
||
<td><span class="badge category-轴承">轴承</span></td>
|
||
<td>长盛轴承、襄阳轴承、南方精工、苏轴股份</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>苏轴股份</td>
|
||
<td><span class="badge category-轴承">轴承</span></td>
|
||
<td>长盛轴承、襄阳轴承、南方精工、力星股份</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 腱绳材料 -->
|
||
<div class="mb-4">
|
||
<h3 class="h5 mb-3"><span class="badge category-腱绳材料">腱绳材料</span></h3>
|
||
<div class="table-responsive">
|
||
<table class="table table-hover">
|
||
<thead>
|
||
<tr>
|
||
<th>股票代码</th>
|
||
<th>公司名称</th>
|
||
<th>分类</th>
|
||
<th>相关个股</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>南山智尚</td>
|
||
<td><span class="badge category-腱绳材料">腱绳材料</span></td>
|
||
<td>大业股份、赛福天</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>大业股份</td>
|
||
<td><span class="badge category-腱绳材料">腱绳材料</span></td>
|
||
<td>南山智尚、赛福天</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>赛福天</td>
|
||
<td><span class="badge category-腱绳材料">腱绳材料</span></td>
|
||
<td>南山智尚、大业股份</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 结构件 -->
|
||
<div class="mb-4">
|
||
<h3 class="h5 mb-3"><span class="badge category-结构件">结构件</span></h3>
|
||
<div class="table-responsive">
|
||
<table class="table table-hover">
|
||
<thead>
|
||
<tr>
|
||
<th>股票代码</th>
|
||
<th>公司名称</th>
|
||
<th>分类</th>
|
||
<th>相关个股</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>祥鑫科技</td>
|
||
<td><span class="badge category-结构件">结构件</span></td>
|
||
<td>浙江荣泰</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>浙江荣泰</td>
|
||
<td><span class="badge category-结构件">结构件</span></td>
|
||
<td>祥鑫科技</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 加工刀具 -->
|
||
<div class="mb-4">
|
||
<h3 class="h5 mb-3"><span class="badge category-加工刀具">加工刀具</span></h3>
|
||
<div class="table-responsive">
|
||
<table class="table table-hover">
|
||
<thead>
|
||
<tr>
|
||
<th>股票代码</th>
|
||
<th>公司名称</th>
|
||
<th>分类</th>
|
||
<th>相关个股</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>恒锋工具</td>
|
||
<td><span class="badge category-加工刀具">加工刀具</span></td>
|
||
<td>沃尔德</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>沃尔德</td>
|
||
<td><span class="badge category-加工刀具">加工刀具</span></td>
|
||
<td>恒锋工具</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 本体及应用 -->
|
||
<div class="mb-4">
|
||
<h3 class="h5 mb-3"><span class="badge category-本体及应用">本体及应用</span></h3>
|
||
<div class="table-responsive">
|
||
<table class="table table-hover">
|
||
<thead>
|
||
<tr>
|
||
<th>股票代码</th>
|
||
<th>公司名称</th>
|
||
<th>分类</th>
|
||
<th>相关个股</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>博实股份</td>
|
||
<td><span class="badge category-本体及应用">本体及应用</span></td>
|
||
<td>天奇股份、中坚科技、禾川科技、江苏北人、埃斯顿、亿嘉和、拓斯达、埃夫特、新时达</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>天奇股份</td>
|
||
<td><span class="badge category-本体及应用">本体及应用</span></td>
|
||
<td>博实股份、中坚科技、禾川科技、江苏北人、埃斯顿、亿嘉和、拓斯达、埃夫特、新时达</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>中坚科技</td>
|
||
<td><span class="badge category-本体及应用">本体及应用</span></td>
|
||
<td>博实股份、天奇股份、禾川科技、江苏北人、埃斯顿、亿嘉和、拓斯达、埃夫特、新时达</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>禾川科技</td>
|
||
<td><span class="badge category-本体及应用">本体及应用</span></td>
|
||
<td>博实股份、天奇股份、中坚科技、江苏北人、埃斯顿、亿嘉和、拓斯达、埃夫特、新时达</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>江苏北人</td>
|
||
<td><span class="badge category-本体及应用">本体及应用</span></td>
|
||
<td>博实股份、天奇股份、中坚科技、禾川科技、埃斯顿、亿嘉和、拓斯达、埃夫特、新时达</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>埃斯顿</td>
|
||
<td><span class="badge category-本体及应用">本体及应用</span></td>
|
||
<td>博实股份、天奇股份、中坚科技、禾川科技、江苏北人、亿嘉和、拓斯达、埃夫特、新时达</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>亿嘉和</td>
|
||
<td><span class="badge category-本体及应用">本体及应用</span></td>
|
||
<td>博实股份、天奇股份、中坚科技、禾川科技、江苏北人、埃斯顿、拓斯达、埃夫特、新时达</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>拓斯达</td>
|
||
<td><span class="badge category-本体及应用">本体及应用</span></td>
|
||
<td>博实股份、天奇股份、中坚科技、禾川科技、江苏北人、埃斯顿、亿嘉和、埃夫特、新时达</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>埃夫特</td>
|
||
<td><span class="badge category-本体及应用">本体及应用</span></td>
|
||
<td>博实股份、天奇股份、中坚科技、禾川科技、江苏北人、埃斯顿、亿嘉和、拓斯达、新时达</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>新时达</td>
|
||
<td><span class="badge category-本体及应用">本体及应用</span></td>
|
||
<td>博实股份、天奇股份、中坚科技、禾川科技、江苏北人、埃斯顿、亿嘉和、拓斯达、埃夫特</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 其他 -->
|
||
<div class="mb-4">
|
||
<h3 class="h5 mb-3"><span class="badge category-其他">其他</span></h3>
|
||
<div class="table-responsive">
|
||
<table class="table table-hover">
|
||
<thead>
|
||
<tr>
|
||
<th>股票代码</th>
|
||
<th>公司名称</th>
|
||
<th>分类</th>
|
||
<th>相关个股</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>银轮股份</td>
|
||
<td><span class="badge category-其他">其他</span></td>
|
||
<td>奥普光电、征和工业、恒帅股份、拓邦股份、旭升集团、肇民科技、超捷股份、均胜电子、隆盛科技、美力科技、信捷电气、八方股份、能科科技、奋达科技、中昊科技、金沃股份、迈赫股份、爱柯迪、利亚德</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>奥普光电</td>
|
||
<td><span class="badge category-其他">其他</span></td>
|
||
<td>银轮股份、征和工业、恒帅股份、拓邦股份、旭升集团、肇民科技、超捷股份、均胜电子、隆盛科技、美力科技、信捷电气、八方股份、能科科技、奋达科技、中昊科技、金沃股份、迈赫股份、爱柯迪、利亚德</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>征和工业</td>
|
||
<td><span class="badge category-其他">其他</span></td>
|
||
<td>银轮股份、奥普光电、恒帅股份、拓邦股份、旭升集团、肇民科技、超捷股份、均胜电子、隆盛科技、美力科技、信捷电气、八方股份、能科科技、奋达科技、中昊科技、金沃股份、迈赫股份、爱柯迪、利亚德</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>恒帅股份</td>
|
||
<td><span class="badge category-其他">其他</span></td>
|
||
<td>银轮股份、奥普光电、征和工业、拓邦股份、旭升集团、肇民科技、超捷股份、均胜电子、隆盛科技、美力科技、信捷电气、八方股份、能科科技、奋达科技、中昊科技、金沃股份、迈赫股份、爱柯迪、利亚德</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>拓邦股份</td>
|
||
<td><span class="badge category-其他">其他</span></td>
|
||
<td>银轮股份、奥普光电、征和工业、恒帅股份、旭升集团、肇民科技、超捷股份、均胜电子、隆盛科技、美力科技、信捷电气、八方股份、能科科技、奋达科技、中昊科技、金沃股份、迈赫股份、爱柯迪、利亚德</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>旭升集团</td>
|
||
<td><span class="badge category-其他">其他</span></td>
|
||
<td>银轮股份、奥普光电、征和工业、恒帅股份、拓邦股份、肇民科技、超捷股份、均胜电子、隆盛科技、美力科技、信捷电气、八方股份、能科科技、奋达科技、中昊科技、金沃股份、迈赫股份、爱柯迪、利亚德</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>肇民科技</td>
|
||
<td><span class="badge category-其他">其他</span></td>
|
||
<td>银轮股份、奥普光电、征和工业、恒帅股份、拓邦股份、旭升集团、超捷股份、均胜电子、隆盛科技、美力科技、信捷电气、八方股份、能科科技、奋达科技、中昊科技、金沃股份、迈赫股份、爱柯迪、利亚德</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>超捷股份</td>
|
||
<td><span class="badge category-其他">其他</span></td>
|
||
<td>银轮股份、奥普光电、征和工业、恒帅股份、拓邦股份、旭升集团、肇民科技、均胜电子、隆盛科技、美力科技、信捷电气、八方股份、能科科技、奋达科技、中昊科技、金沃股份、迈赫股份、爱柯迪、利亚德</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>均胜电子</td>
|
||
<td><span class="badge category-其他">其他</span></td>
|
||
<td>银轮股份、奥普光电、征和工业、恒帅股份、拓邦股份、旭升集团、肇民科技、超捷股份、隆盛科技、美力科技、信捷电气、八方股份、能科科技、奋达科技、中昊科技、金沃股份、迈赫股份、爱柯迪、利亚德</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>隆盛科技</td>
|
||
<td><span class="badge category-其他">其他</span></td>
|
||
<td>银轮股份、奥普光电、征和工业、恒帅股份、拓邦股份、旭升集团、肇民科技、超捷股份、均胜电子、美力科技、信捷电气、八方股份、能科科技、奋达科技、中昊科技、金沃股份、迈赫股份、爱柯迪、利亚德</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>美力科技</td>
|
||
<td><span class="badge category-其他">其他</span></td>
|
||
<td>银轮股份、奥普光电、征和工业、恒帅股份、拓邦股份、旭升集团、肇民科技、超捷股份、均胜电子、隆盛科技、信捷电气、八方股份、能科科技、奋达科技、中昊科技、金沃股份、迈赫股份、爱柯迪、利亚德</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>信捷电气</td>
|
||
<td><span class="badge category-其他">其他</span></td>
|
||
<td>银轮股份、奥普光电、征和工业、恒帅股份、拓邦股份、旭升集团、肇民科技、超捷股份、均胜电子、隆盛科技、美力科技、八方股份、能科科技、奋达科技、中昊科技、金沃股份、迈赫股份、爱柯迪、利亚德</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>八方股份</td>
|
||
<td><span class="badge category-其他">其他</span></td>
|
||
<td>银轮股份、奥普光电、征和工业、恒帅股份、拓邦股份、旭升集团、肇民科技、超捷股份、均胜电子、隆盛科技、美力科技、信捷电气、能科科技、奋达科技、中昊科技、金沃股份、迈赫股份、爱柯迪、利亚德</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>能科科技</td>
|
||
<td><span class="badge category-其他">其他</span></td>
|
||
<td>银轮股份、奥普光电、征和工业、恒帅股份、拓邦股份、旭升集团、肇民科技、超捷股份、均胜电子、隆盛科技、美力科技、信捷电气、八方股份、奋达科技、中昊科技、金沃股份、迈赫股份、爱柯迪、利亚德</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>奋达科技</td>
|
||
<td><span class="badge category-其他">其他</span></td>
|
||
<td>银轮股份、奥普光电、征和工业、恒帅股份、拓邦股份、旭升集团、肇民科技、超捷股份、均胜电子、隆盛科技、美力科技、信捷电气、八方股份、能科科技、中昊科技、金沃股份、迈赫股份、爱柯迪、利亚德</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>中昊科技</td>
|
||
<td><span class="badge category-其他">其他</span></td>
|
||
<td>银轮股份、奥普光电、征和工业、恒帅股份、拓邦股份、旭升集团、肇民科技、超捷股份、均胜电子、隆盛科技、美力科技、信捷电气、八方股份、能科科技、奋达科技、金沃股份、迈赫股份、爱柯迪、利亚德</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>金沃股份</td>
|
||
<td><span class="badge category-其他">其他</span></td>
|
||
<td>银轮股份、奥普光电、征和工业、恒帅股份、拓邦股份、旭升集团、肇民科技、超捷股份、均胜电子、隆盛科技、美力科技、信捷电气、八方股份、能科科技、奋达科技、中昊科技、迈赫股份、爱柯迪、利亚德</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>迈赫股份</td>
|
||
<td><span class="badge category-其他">其他</span></td>
|
||
<td>银轮股份、奥普光电、征和工业、恒帅股份、拓邦股份、旭升集团、肇民科技、超捷股份、均胜电子、隆盛科技、美力科技、信捷电气、八方股份、能科科技、奋达科技、中昊科技、金沃股份、爱柯迪、利亚德</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>爱柯迪</td>
|
||
<td><span class="badge category-其他">其他</span></td>
|
||
<td>银轮股份、奥普光电、征和工业、恒帅股份、拓邦股份、旭升集团、肇民科技、超捷股份、均胜电子、隆盛科技、美力科技、信捷电气、八方股份、能科科技、奋达科技、中昊科技、金沃股份、迈赫股份、利亚德</td>
|
||
</tr>
|
||
<tr>
|
||
<td>-</td>
|
||
<td>利亚德</td>
|
||
<td><span class="badge category-其他">其他</span></td>
|
||
<td>银轮股份、奥普光电、征和工业、恒帅股份、拓邦股份、旭升集团、肇民科技、超捷股份、均胜电子、隆盛科技、美力科技、信捷电气、八方股份、能科科技、奋达科技、中昊科技、金沃股份、迈赫股份、爱柯迪</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 未来发展路径 -->
|
||
<section id="future" class="mb-5">
|
||
<h2 class="section-title">未来发展路径</h2>
|
||
<div class="future-path">
|
||
<div class="path-milestone">
|
||
<div class="path-year">2025年</div>
|
||
<div>特斯拉Optimus小批量生产，人形机器人开始在特定工业场景应用</div>
|
||
</div>
|
||
<div class="path-milestone">
|
||
<div class="path-year">2026-2027年</div>
|
||
<div>特斯拉Optimus产量达到5-10万台，成本显著下降</div>
|
||
</div>
|
||
<div class="path-milestone">
|
||
<div class="path-year">2028年</div>
|
||
<div>人形机器人在多个工业场景实现规模化应用</div>
|
||
</div>
|
||
<div class="path-milestone">
|
||
<div class="path-year">2030年</div>
|
||
<div>人形机器人全球市场规模达到数百亿美元级别，应用场景大幅拓展</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 投资启示 -->
|
||
<section class="mb-5">
|
||
<h2 class="section-title">投资启示</h2>
|
||
<div class="row">
|
||
<div class="col-md-6 mb-3">
|
||
<div class="card h-100">
|
||
<div class="card-header">
|
||
<i class="bi bi-star"></i> 最具投资价值的细分环节
|
||
</div>
|
||
<div class="card-body">
|
||
<ul>
|
||
<li><strong>灵巧手及核心零部件</strong>：在整机成本中占比约14%，技术壁垒高，价值量大</li>
|
||
<li><strong>高精度丝杠及设备</strong>：技术壁垒高，国产化率低，具有较大的国产替代空间</li>
|
||
<li><strong>传感器</strong>：产业链中抗通缩的环节，随着机器人放量，需求增加</li>
|
||
<li><strong>减速器</strong>：技术壁垒高，国产化率逐步提升</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6 mb-3">
|
||
<div class="card h-100 risk-card">
|
||
<div class="card-header">
|
||
<i class="bi bi-exclamation-triangle"></i> 需要重点跟踪和验证的关键指标
|
||
</div>
|
||
<div class="card-body">
|
||
<ul>
|
||
<li><strong>特斯拉Optimus量产进度</strong>：量产时间、产量规模、成本控制等</li>
|
||
<li><strong>核心零部件国产化率</strong>：谐波减速器、高精度丝杠、空心杯电机等</li>
|
||
<li><strong>企业订单和业绩</strong>：订单获取情况、业绩增长情况</li>
|
||
<li><strong>技术突破和产品迭代</strong>：核心零部件技术突破情况</li>
|
||
<li><strong>应用场景拓展</strong>：工业场景应用情况，向服务场景拓展的进展</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</div>
|
||
|
||
<!-- 页脚 -->
|
||
<footer class="bg-light py-4 mt-5">
|
||
<div class="container text-center">
|
||
<p class="mb-0">© 2025 人形机器人核心标的概览 | 数据来源：公开市场信息</p>
|
||
</div>
|
||
</footer>
|
||
|
||
<script src="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/js/bootstrap.bundle.min.js"></script>
|
||
</body>
|
||
</html>
|