764 lines
36 KiB
HTML
764 lines
36 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>小米概念 - 从主题炒作到基本面驱动</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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<!-- Nucleo Icons -->
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<link href="https://demos.creative-tim.com/soft-ui-design-system-pro/assets/css/nucleo-icons.css" rel="stylesheet" />
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<link href="https://demos.creative-tim.com/soft-ui-design-system-pro/assets/css/nucleo-svg.css" rel="stylesheet" />
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<!-- Font Awesome Icons -->
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- CSS Files -->
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<link href="https://demos.creative-tim.com/soft-ui-design-system-pro/assets/css/soft-design-system-pro.css?v=1.2.0" rel="stylesheet" />
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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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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.gradient-bg {
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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}
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.card-hover {
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transition: all 0.3s ease;
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}
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.card-hover:hover {
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transform: translateY(-5px);
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box-shadow: 0 10px 20px rgba(0,0,0,0.1);
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}
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.timeline-dot {
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width: 16px;
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height: 16px;
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border-radius: 50%;
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background-color: #667eea;
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position: absolute;
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left: -8px;
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top: 5px;
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}
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.timeline-line {
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position: absolute;
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left: 0;
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top: 21px;
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bottom: 0;
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width: 2px;
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background-color: #e2e8f0;
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}
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.timeline-item:last-child .timeline-line {
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display: none;
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}
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#particles-js {
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position: absolute;
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width: 100%;
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height: 100%;
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top: 0;
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left: 0;
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z-index: -1;
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}
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.table-responsive {
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overflow-x: auto;
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}
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@media (max-width: 768px) {
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.table-responsive {
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overflow-x: scroll;
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}
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.card {
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margin-bottom: 1rem;
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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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<!-- 粒子背景 -->
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<div id="particles-js"></div>
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<!-- 主容器 -->
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<div class="container mx-auto px-4 py-8 relative z-10">
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<!-- 标题区域 -->
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<div class="text-center mb-10">
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<h1 class="text-4xl font-bold text-gray-800 mb-4">小米概念</h1>
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<p class="text-xl text-gray-600 max-w-3xl mx-auto">从"手机×AIoT"升级为"人车家全生态"，汽车与AI眼镜成为两大新增长极</p>
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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 shadow-lg rounded-xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-history text-purple-600 mr-3"></i>概念事件
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</h2>
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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="timeline-line"></div>
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<div class="bg-purple-50 p-4 rounded-lg">
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<h3 class="font-semibold text-purple-700">2024年3月</h3>
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<p class="text-gray-700">小米SU7上市，27分钟大定5万台，创行业纪录（国盛汽车路演）</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="timeline-line"></div>
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<div class="bg-blue-50 p-4 rounded-lg">
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<h3 class="font-semibold text-blue-700">2024年7月</h3>
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<p class="text-gray-700">小米AI眼镜立项，预计2025年6月量产（中泰轻纺路演）</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="timeline-line"></div>
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<div class="bg-green-50 p-4 rounded-lg">
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<h3 class="font-semibold text-green-700">2025年2月</h3>
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<p class="text-gray-700">小米SU7 Ultra发布，定价52.99万元（较预售价降35%），目标年销1万台（新闻）</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="timeline-line"></div>
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<div class="bg-yellow-50 p-4 rounded-lg">
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<h3 class="font-semibold text-yellow-700">2025年5月</h3>
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<p class="text-gray-700">小米15周年发布会，首款SUV YU7亮相，全系标配激光雷达（新闻）</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="bg-red-50 p-4 rounded-lg">
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<h3 class="font-semibold text-red-700">2025年6月</h3>
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<p class="text-gray-700">小米AI眼镜正式发布，定价1999元，支持车家生态联动（新闻）</p>
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</div>
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</div>
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</div>
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<div class="mt-6 p-4 bg-gray-50 rounded-lg">
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<p class="text-gray-700"><strong>核心背景：</strong>小米从"手机×AIoT"升级为"人车家全生态"，汽车与AI眼镜成为两大新增长极。</p>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="card bg-gradient-to-r from-purple-600 to-indigo-600 text-white shadow-lg rounded-xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-lightbulb mr-3"></i>核心观点摘要
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-white bg-opacity-20 p-4 rounded-lg backdrop-blur-sm">
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<h3 class="font-bold text-lg mb-2">阶段判断</h3>
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<p>小米概念已从<strong>主题炒作</strong>（2024年SU7发布）进入<strong>基本面驱动</strong>阶段（2025年汽车放量+AI硬件落地）</p>
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</div>
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<div class="bg-white bg-opacity-20 p-4 rounded-lg backdrop-blur-sm">
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<h3 class="font-bold text-lg mb-2">核心驱动力</h3>
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<ul class="list-disc pl-5">
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<li>汽车业务毛利率超20%（Q4预期）</li>
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<li>AI眼镜30-50万台销量催化</li>
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<li>生态链协同（手机/汽车/家居数据闭环）</li>
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</ul>
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</div>
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<div class="bg-white bg-opacity-20 p-4 rounded-lg backdrop-blur-sm">
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<h3 class="font-bold text-lg mb-2">未来潜力</h3>
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<p>2025年汽车销量或超50万辆（东吴汽车预测），AI眼镜成本降至1000元后或复制TWS耳机爆发路径</p>
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</div>
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</div>
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</div>
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<!-- 概念的核心逻辑与市场认知分析 -->
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-8">
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<!-- 核心驱动力 -->
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<div class="card bg-white shadow-lg rounded-xl p-6 card-hover">
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<h3 class="text-xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-rocket text-purple-600 mr-3"></i>核心驱动力
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</h3>
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<div class="space-y-4">
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<div class="border-l-4 border-purple-500 pl-4">
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<h4 class="font-semibold text-gray-700">技术商业化落地</h4>
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<p class="text-gray-600">SU7的800V平台+激光雷达标配，YU7的Thor芯片+835km续航，技术参数对标特斯拉Model Y但价格低10%-20%。</p>
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</div>
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<div class="border-l-4 border-blue-500 pl-4">
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<h4 class="font-semibold text-gray-700">成本控制能力</h4>
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<p class="text-gray-600">钛合金边框通过钛铝复合材料降本50%，AI眼镜采用骁龙8 Gen3+协处理器方案，BOM成本控制在300美元内。</p>
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</div>
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<div class="border-l-4 border-green-500 pl-4">
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<h4 class="font-semibold text-gray-700">生态协同效应</h4>
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<p class="text-gray-600">手机（1.83亿台2025预期）→汽车（50万辆）→家居（8.2亿IoT设备）的数据闭环，提升用户ARPU值（互联网业务毛利率78%）。</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 shadow-lg rounded-xl p-6 card-hover">
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<h3 class="text-xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-chart-line text-blue-600 mr-3"></i>市场热度与情绪
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</h3>
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<div class="space-y-4">
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<div class="bg-blue-50 p-4 rounded-lg">
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<h4 class="font-semibold text-blue-700 mb-2">热度数据</h4>
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<ul class="space-y-2">
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<li class="flex items-center">
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<i class="fas fa-arrow-up text-green-500 mr-2"></i>
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<span>2025年6月"小米汽车"概念板块涨幅<strong>+10%</strong>（海泰科领涨）</span>
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</li>
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<li class="flex items-center">
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<i class="fas fa-fire text-orange-500 mr-2"></i>
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<span>AI眼镜发布后微博话题阅读量<strong>2.3亿</strong></span>
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</li>
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</ul>
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</div>
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<div class="bg-yellow-50 p-4 rounded-lg">
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<h4 class="font-semibold text-yellow-700 mb-2">情绪分化</h4>
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<p>机构看好（中信证券目标价42港元），但部分投资者担忧汽车产能爬坡（二期工厂2025年Q4才达产）</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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<!-- 预期差分析 -->
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<div class="card bg-white shadow-lg rounded-xl p-6 mb-8 card-hover">
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<h3 class="text-xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-exclamation-circle text-yellow-500 mr-3"></i>预期差分析
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</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="bg-purple-50 p-4 rounded-lg">
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<h4 class="font-semibold text-purple-700 mb-2">被忽略的关键点</h4>
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<ul class="space-y-2">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-purple-500 mt-1 mr-2"></i>
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<div>
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<p class="font-medium">汽车女性用户占比超50%</p>
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<p class="text-sm text-gray-600">路演数据，打破"极客专属"认知，家用市场潜力被低估</p>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-purple-500 mt-1 mr-2"></i>
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<div>
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<p class="font-medium">AI眼镜的电致变色镜片技术</p>
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<p class="text-sm text-gray-600">深圳维库供应，或成为差异化卖点，市场未充分定价</p>
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</div>
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</li>
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</ul>
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</div>
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<div class="bg-red-50 p-4 rounded-lg">
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<h4 class="font-semibold text-red-700 mb-2">信息矛盾</h4>
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<ul class="space-y-2">
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<li class="flex items-start">
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<i class="fas fa-times-circle text-red-500 mt-1 mr-2"></i>
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<div>
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<p class="font-medium">钛合金边框成本</p>
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<p class="text-sm text-gray-600">研报称"4倍于铝合金"，但专家会议指出"复合材料良率仅50%"，或拖累手机毛利率</p>
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</div>
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</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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<!-- 关键催化剂与未来发展路径 -->
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-8">
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<!-- 近期催化剂 -->
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<div class="card bg-white shadow-lg rounded-xl p-6 card-hover">
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<h3 class="text-xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-bolt text-yellow-500 mr-3"></i>近期催化剂（3-6个月）
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</h3>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="bg-yellow-100 text-yellow-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
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1
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</div>
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<div>
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<h4 class="font-semibold text-gray-700">YU7上市（2025年7月）</h4>
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<p class="text-gray-600">定价若低于30万元，订单或复制SU7的"27分钟5万台"纪录</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-yellow-100 text-yellow-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
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2
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</div>
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<div>
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<h4 class="font-semibold text-gray-700">AI眼镜量产（2025年6月）</h4>
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<p class="text-gray-600">首批30万台售罄将验证需求，催化供应链（佰维存储、轩顺显示）</p>
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||
</div>
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</div>
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||
<div class="flex items-start">
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||
<div class="bg-yellow-100 text-yellow-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
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3
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</div>
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||
<div>
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<h4 class="font-semibold text-gray-700">Q2财报</h4>
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<p class="text-gray-600">汽车毛利率能否突破20%（当前17%）是关键验证点</p>
|
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</div>
|
||
</div>
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||
</div>
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||
</div>
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||
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<!-- 长期路径 -->
|
||
<div class="card bg-white shadow-lg rounded-xl p-6 card-hover">
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<h3 class="text-xl font-bold text-gray-800 mb-4 flex items-center">
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||
<i class="fas fa-route text-green-500 mr-3"></i>长期路径
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</h3>
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<div class="space-y-4">
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<div class="border-l-4 border-green-500 pl-4">
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<h4 class="font-semibold text-gray-700">2025-2026年</h4>
|
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<p class="text-gray-600">汽车年销50万辆（SUV+轿车双平台），AI眼镜成本降至1000元，出货量达100万台</p>
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||
</div>
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||
<div class="border-l-4 border-blue-500 pl-4">
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<h4 class="font-semibold text-gray-700">2027年后</h4>
|
||
<p class="text-gray-600">机器人业务（小米机器人团队已成立）接棒，形成"手机+汽车+机器人"三级火箭</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司深度剖析 -->
|
||
<div class="card bg-white shadow-lg rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-network-wired text-purple-600 mr-3"></i>产业链与核心公司深度剖析
|
||
</h2>
|
||
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||
<!-- 产业链图谱 -->
|
||
<div class="mb-6">
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<h3 class="text-lg font-semibold text-gray-700 mb-4">产业链图谱</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-purple-50 p-4 rounded-lg text-center">
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<h4 class="font-bold text-purple-700 mb-2">上游</h4>
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<p class="text-gray-700">宁德时代（麒麟电池）、韦尔股份（CIS）、恒玄科技（蓝牙芯片）</p>
|
||
</div>
|
||
<div class="bg-blue-50 p-4 rounded-lg text-center">
|
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<h4 class="font-bold text-blue-700 mb-2">中游</h4>
|
||
<p class="text-gray-700">拓普集团（空气悬架，单车价值1万元）、德赛西威（域控制器）</p>
|
||
</div>
|
||
<div class="bg-green-50 p-4 rounded-lg text-center">
|
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<h4 class="font-bold text-green-700 mb-2">下游</h4>
|
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<p class="text-gray-700">小米之家（59家门店引流，转化率15%）</p>
|
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</div>
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</div>
|
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</div>
|
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|
||
<!-- 核心玩家对比 -->
|
||
<div class="mb-6">
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<h3 class="text-lg font-semibold text-gray-700 mb-4">核心玩家对比</h3>
|
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<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white border border-gray-200">
|
||
<thead>
|
||
<tr class="bg-gray-100">
|
||
<th class="py-3 px-4 border-b border-gray-200 text-left text-gray-700 font-semibold">公司</th>
|
||
<th class="py-3 px-4 border-b border-gray-200 text-left text-gray-700 font-semibold">业务关联</th>
|
||
<th class="py-3 px-4 border-b border-gray-200 text-left text-gray-700 font-semibold">竞争优势</th>
|
||
<th class="py-3 px-4 border-b border-gray-200 text-left text-gray-700 font-semibold">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">拓普集团</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">小米汽车空气悬架独家供应商</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">技术壁垒高，特斯拉协同降本经验</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">产能不足导致交付延迟</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">德赛西威</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">智能驾驶域控制器</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">高通8295芯片模组独家供应</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">城市NOA落地不及预期</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">佰维存储</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">AI眼镜存储方案</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">2+32GB标配，高通认证</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">三星等巨头价格战</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 验证与证伪 -->
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-green-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-green-700 mb-2">印证</h4>
|
||
<p>SU7用户调研显示<strong>24%来自小鹏P7车主</strong>（申万汽车路演），验证对竞品的替代逻辑</p>
|
||
</div>
|
||
<div class="bg-red-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-red-700 mb-2">矛盾</h4>
|
||
<p>钛合金边框成本研报称"4倍于铝合金"，但专家会议指出"复合材料良率仅50%"，或拖累手机毛利率</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card bg-red-50 border-l-4 border-red-500 shadow-lg rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-red-700 mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3"></i>潜在风险与挑战
|
||
</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-white p-4 rounded-lg shadow">
|
||
<h3 class="font-semibold text-red-600 mb-2">技术风险</h3>
|
||
<p>AI眼镜的<strong>曲面贴合工艺</strong>良率不足（日本厂商垄断），可能导致量产延期</p>
|
||
</div>
|
||
<div class="bg-white p-4 rounded-lg shadow">
|
||
<h3 class="font-semibold text-red-600 mb-2">商业化风险</h3>
|
||
<p>YU7若定价高于30万元，可能面临理想L6、问界M7的挤压</p>
|
||
</div>
|
||
<div class="bg-white p-4 rounded-lg shadow">
|
||
<h3 class="font-semibold text-red-600 mb-2">政策风险</h3>
|
||
<p>美国大选后若对华科技制裁加码，小米芯片（玄戒）流片或受阻</p>
|
||
</div>
|
||
<div class="bg-white p-4 rounded-lg shadow">
|
||
<h3 class="font-semibold text-red-600 mb-2">信息矛盾</h3>
|
||
<p>路演称"AI眼镜30万台目标"，但供应链反馈"变色镜片良率仅60%"，存在出货缺口风险</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card bg-gradient-to-r from-blue-600 to-purple-600 text-white shadow-lg rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-trophy mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
<div class="space-y-6">
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3">阶段判断</h3>
|
||
<p>小米概念处于<strong>基本面兑现初期</strong>，汽车与AI硬件双轮驱动，估值尚未透支（2025年主业PE 15倍+汽车PS 2倍）</p>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3">最具价值环节</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-white bg-opacity-20 p-4 rounded-lg backdrop-blur-sm">
|
||
<h4 class="font-bold mb-2">汽车供应链</h4>
|
||
<p>拓普集团（空悬）、无锡振华（结构件）——订单弹性大</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-20 p-4 rounded-lg backdrop-blur-sm">
|
||
<h4 class="font-bold mb-2">AI眼镜光学</h4>
|
||
<p>轩顺（LCOS模组）、深圳维库（变色镜片）——技术稀缺性溢价</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3">关键跟踪指标</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-chart-line text-yellow-300 mt-1 mr-2"></i>
|
||
<div>
|
||
<p class="font-medium">YU7订单量</p>
|
||
<p class="text-sm">首月能否突破5万台（对比SU7的27分钟5万台）</p>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-industry text-yellow-300 mt-1 mr-2"></i>
|
||
<div>
|
||
<p class="font-medium">AI眼镜良率</p>
|
||
<p class="text-sm">DVT阶段后3个月量产是否如期（6月节点）</p>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-percentage text-yellow-300 mt-1 mr-2"></i>
|
||
<div>
|
||
<p class="font-medium">汽车毛利率</p>
|
||
<p class="text-sm">Q2能否站稳20%（当前17%）</p>
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-white bg-opacity-20 p-4 rounded-lg backdrop-blur-sm">
|
||
<p class="text-lg font-bold text-center">小米概念已从"讲故事"进入"卖产品"阶段，汽车和AI眼镜的订单与利润兑现将是未来6个月的核心胜负手</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据表格 -->
|
||
<div class="card bg-white shadow-lg rounded-xl p-6">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-table text-purple-600 mr-3"></i>小米概念关联股票
|
||
</h2>
|
||
<div class="table-responsive">
|
||
<table class="min-w-full bg-white border border-gray-200">
|
||
<thead>
|
||
<tr class="bg-gray-100">
|
||
<th class="py-3 px-4 border-b border-gray-200 text-left text-gray-700 font-semibold">股票</th>
|
||
<th class="py-3 px-4 border-b border-gray-200 text-left text-gray-700 font-semibold">行业</th>
|
||
<th class="py-3 px-4 border-b border-gray-200 text-left text-gray-700 font-semibold">项目</th>
|
||
<th class="py-3 px-4 border-b border-gray-200 text-left text-gray-700 font-semibold">产业链</th>
|
||
<th class="py-3 px-4 border-b border-gray-200 text-left text-gray-700 font-semibold">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200">珠海冠宇（688772）</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">电池</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">低压电池系统独家供应商</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">三电系统</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">配套率100%</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b border-gray-200">宁德时代（300750）</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">电池</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">麒麟电池</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">三电系统</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">能量密度255Wh/kg，SU7 Max续航810km核心保障</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200">汇川技术（300124）</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">驱动</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">联合研发21000rpm V6s电机</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">三电系统</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">扭矩密度超6.3N·m/kg</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b border-gray-200">信质集团（002664）</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">驱动</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">电机定转子核心供应商</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">三电系统</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">配套小米V6s/V8s全系电机</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200">精进电动（688280）</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">驱动</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">油冷扁线电机技术</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">三电系统</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">供应后驱辅助电机</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b border-gray-200">韦尔股份（603501）</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">芯片</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">CIS传感器</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">智能驾驶</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">保障8K超视距识别，单车价值量超2000元</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200">豪恩汽电（301488）</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">雷达</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">毫米波雷达供应商</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">智能驾驶</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">ADAS预警准确率99.5%</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b border-gray-200">联测科技（688113）</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">测试</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">智能测试装备</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">智能驾驶</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">无具体技术参数</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200">文灿股份（603348）</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">一体化压铸</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">9000T压铸机量产中底板</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">车身制造</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">良品率突破95%</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b border-gray-200">博俊科技（300926）</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">一体化压铸</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">一体化压铸模具</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">车身制造</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">精度达0.02mm</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200">立中集团（300428）</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">一体化压铸</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">免热处理合金材料</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">车身制造</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">减重20%，单车用量达150kg</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b border-gray-200">中捷精工（301072）</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">车身部件</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">压铸零部件</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">车身制造</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">无具体技术参数</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200">北汽模塑（000700）</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">车身部件</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">保险杠总成核心供应商</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">车身制造</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">单车价值约3000元</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b border-gray-200">贝斯特（300580）</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">车身部件</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">新能源汽车精密轴部件</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">车身制造</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">其他零部件核心供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200">常熟汽饰（603035）</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">车身部件</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">智能座舱内饰件独家供应</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">车身制造</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">集成主动升降尾翼</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b border-gray-200">津荣天宇（300988）</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">车身部件</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">汽车精密部品</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">车身制造</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">无具体技术参数</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200">鹏翎股份（300375）</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">车身部件</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">汽车流体管路及总成</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">车身制造</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">无具体技术参数</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b border-gray-200">奥特佳（002239）</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">车身部件</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">汽车空调系统</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">车身制造</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">无具体技术参数</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200">模塑科技（000700）</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">车身部件</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">塑化汽车装饰件</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">车身制造</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">无具体技术参数</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b border-gray-200">德赛西威（002920）</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">车机</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">16.1英寸OLED屏+骁龙8295芯片模组</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">智能座舱</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">独家供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200">华阳集团（002906）</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">车机</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">HUD抬头显示</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">智能座舱</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">投影面积达30英寸，适配小米澎湃OS</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b border-gray-200">歌尔股份（002241）</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">声学系统</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">25扬声器杜比全景声系统</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">智能座舱</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">声场定位精度达毫米级</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200">盛弘股份（300693）</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">超充设备</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">800V超充桩</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">充电网络</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">5分钟补能220km</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b border-gray-200">永贵电器（300351）</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">超充设备</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">液冷超充枪线</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">充电网络</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">耐温范围-40℃~120℃</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- JavaScript -->
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||
<script>
|
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// 粒子背景配置
|
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tsParticles.load("particles-js", {
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particles: {
|
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number: {
|
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value: 80,
|
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density: {
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enable: true,
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value_area: 800
|
||
}
|
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},
|
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color: {
|
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value: "#667eea"
|
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},
|
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shape: {
|
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type: "circle",
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width: 0,
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value: 0.5,
|
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random: false,
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anim: {
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enable: false,
|
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speed: 1,
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opacity_min: 0.1,
|
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|
||
}
|
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},
|
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size: {
|
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|
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random: true,
|
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anim: {
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enable: false,
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speed: 40,
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size_min: 0.1,
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}
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enable: true,
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},
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speed: 2,
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direction: "none",
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random: false,
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straight: false,
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out_mode: "out",
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enable: true,
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},
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resize: true
|
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},
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grab: {
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distance: 140,
|
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line_linked: {
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opacity: 1
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}
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},
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bubble: {
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distance: 400,
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size: 40,
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duration: 2,
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opacity: 8,
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speed: 3
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},
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repulse: {
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distance: 200,
|
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duration: 0.4
|
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},
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push: {
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particles_nb: 4
|
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particles_nb: 2
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}
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},
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retina_detect: true
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});
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</script>
|
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</body>
|
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</html>
|
||
``` |