875 lines
35 KiB
HTML
875 lines
35 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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<link rel="apple-touch-icon" sizes="76x76" href="../../static/assets/img/apple-icon.png">
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<link rel="icon" type="image/png" href="../../static/assets/img/favicon.png">
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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="../../static/assets/css/nucleo-icons.css" rel="stylesheet" />
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<link href="../../static/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 id="pagestyle" href="../../static/assets/css/soft-design-system-pro.css?v=1.2.0" rel="stylesheet" />
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<script src="../../static/assets/js/core/popper.min.js" type="text/javascript"></script>
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<script src="../../static/assets/js/core/bootstrap.min.js" type="text/javascript"></script>
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<script src="../../static/assets/js/plugins/perfect-scrollbar.min.js"></script>
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<script src="../../static/assets/js/plugins/typedjs.js"></script>
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<script src="../../static/assets/js/plugins/parallax.min.js"></script>
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<script src="../../static/assets/js/plugins/smooth-scroll.min.js"></script>
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<script src="../../static/assets/js/plugins/nouislider.min.js" type="text/javascript"></script>
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<script src="../../static/assets/js/plugins/glidejs.min.js" type="text/javascript"></script>
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<script src="../../static/assets/js/plugins/anime.min.js" type="text/javascript"></script>
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<script src="../../static/assets/js/plugins/chartjs.min.js"></script>
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<script src="../../static/assets/js/soft-design-system-pro.min.js?v=1.2.0" type="text/javascript"></script>
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<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
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<script src="https://cdnjs.cloudflare.com/ajax/libs/three.js/r134/three.min.js"></script>
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<script src="https://cdnjs.cloudflare.com/ajax/libs/vanta/0.5.24/vanta.waves.min.js"></script>
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<script src="https://cdnjs.cloudflare.com/ajax/libs/rellax/1.12.1/rellax.min.js"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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<script src="https://cdn.jsdelivr.net/npm/@tailwindcss/browser@4"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/themes.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.jsdelivr.net/npm/@tailwindcss/browser@4"></script>
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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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@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Noto Sans SC', 'Inter', sans-serif;
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background-color: #0f172a;
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color: #e2e8f0;
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}
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.gradient-bg {
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background: linear-gradient(135deg, #1e293b 0%, #0f172a 100%);
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}
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.card-tech {
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background: rgba(30, 41, 59, 0.7);
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backdrop-filter: blur(10px);
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border: 1px solid rgba(148, 163, 184, 0.1);
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transition: all 0.3s ease;
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}
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.card-tech:hover {
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transform: translateY(-5px);
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box-shadow: 0 10px 30px rgba(59, 130, 246, 0.2);
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border-color: rgba(59, 130, 246, 0.3);
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}
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.text-gradient {
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background: linear-gradient(90deg, #60a5fa, #a78bfa);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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background-clip: text;
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}
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.timeline-dot {
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width: 12px;
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height: 12px;
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background-color: #3b82f6;
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border-radius: 50%;
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position: absolute;
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left: -6px;
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top: 6px;
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}
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.timeline-line {
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position: absolute;
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width: 2px;
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background-color: #334155;
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top: 0;
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bottom: 0;
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left: 0;
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}
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.badge-tech {
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background-color: rgba(59, 130, 246, 0.2);
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color: #93c5fd;
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padding: 4px 12px;
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border-radius: 9999px;
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font-size: 0.75rem;
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font-weight: 500;
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}
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#particles-js {
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position: fixed;
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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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.table th {
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background-color: rgba(30, 41, 59, 0.8);
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color: #93c5fd;
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font-weight: 600;
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text-transform: uppercase;
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font-size: 0.75rem;
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letter-spacing: 0.05em;
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padding: 12px 16px;
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}
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.table td {
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padding: 12px 16px;
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border-bottom: 1px solid rgba(148, 163, 184, 0.1);
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}
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.table tbody tr:hover {
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background-color: rgba(30, 41, 59, 0.5);
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}
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@media (max-width: 768px) {
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.container {
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padding-left: 15px;
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padding-right: 15px;
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}
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.card-tech {
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margin-bottom: 20px;
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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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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 relative z-10">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 text-gradient">摆线减速器行业洞察</h1>
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<p class="text-lg text-slate-300 max-w-3xl mx-auto">
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人形机器人关节核心部件的技术突破与产业化进程分析
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</p>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="card-tech rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-gradient flex items-center">
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<i class="fas fa-calendar-alt mr-3"></i>概念事件时间轴
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</h2>
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="relative mb-6">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<div class="flex items-center mb-2">
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<span class="badge-tech mr-3">2025-07-13</span>
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<h3 class="text-lg font-semibold">天风证券发布研报</h3>
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</div>
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<p class="text-slate-300">
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天风证券发布研报《看好摆线减速器在人形机器人的应用》，首次系统性提出摆线减速器将填补谐波与行星之间的性能空白，预计特斯拉将在髋关节采用4个摆线模组。
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</p>
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</div>
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</div>
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<div class="relative mb-6">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<div class="flex items-center mb-2">
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<span class="badge-tech mr-3">2025-06-05</span>
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<h3 class="text-lg font-semibold">技术优势确认</h3>
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</div>
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<p class="text-slate-300">
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天风机械提出"摆线减速器兼具RV+谐波优势"，强调其高负载+高精度特性，并指出多家公司已推出轻量化产品。
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</p>
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</div>
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</div>
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<div class="relative mb-6">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<div class="flex items-center mb-2">
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<span class="badge-tech mr-3">2025-07-20</span>
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<h3 class="text-lg font-semibold">禾川科技发布产品</h3>
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</div>
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<p class="text-slate-300">
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禾川科技发布全链路自研摆线针轮减速器模组，覆盖30-420N·m全关节场景，已交付近1万套。
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</p>
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</div>
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</div>
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<div class="relative mb-6">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<div class="flex items-center mb-2">
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<span class="badge-tech mr-3">2025-05-08</span>
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<h3 class="text-lg font-semibold">豪能股份产能投产</h3>
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</div>
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<p class="text-slate-300">
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豪能股份宣布摆线针轮通过TP送样，重庆10亿产能专线投产，2025年出货4万套，市值仅30亿含机器人业务，显著低估。
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</p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<div class="flex items-center mb-2">
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<span class="badge-tech mr-3">发展阶段</span>
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<h3 class="text-lg font-semibold">产业化进程</h3>
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</div>
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<p class="text-slate-300">
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2023-2024年为技术验证期，2025年进入产业化前夜，2026年预计大规模放量。
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</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="card-tech rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-gradient 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="bg-gradient-to-r from-blue-900/30 to-purple-900/30 rounded-lg p-6 border border-blue-500/20">
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<p class="text-lg leading-relaxed">
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摆线减速器正处于<strong class="text-blue-300">"技术验证→产业化拐点"</strong>的关键阶段，核心驱动力是<strong class="text-purple-300">人形机器人关节对"高扭矩+抗冲击+轻量化"的刚性需求</strong>。当前市场预期差在于：市场仍将其视为RV减速器的"轻量化变种"，而实际技术突破（PEEK材料、结构优化）已使其在<strong class="text-green-300">髋关节/膝关节</strong>等重载场景具备替代谐波的潜力，2026年百万台人形机器人对应<strong class="text-yellow-300">100亿市场空间</strong>（单机ASP近1万元）。
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</p>
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</div>
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</div>
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<!-- 核心逻辑与市场认知 -->
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-8">
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<div class="card-tech rounded-xl p-6">
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<h3 class="text-xl font-bold mb-4 text-gradient flex items-center">
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<i class="fas fa-cogs mr-2"></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="bg-slate-800/50 rounded-lg p-4">
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<h4 class="font-semibold text-blue-300 mb-2">技术突破</h4>
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<ul class="list-disc list-inside text-slate-300 space-y-1">
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<li><strong>重量问题解决</strong>：豪能股份减重30%，科达利PEEK摆线减重73%</li>
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<li><strong>性能验证</strong>：抗冲击能力为谐波10倍，背隙可控制在1弧分</li>
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</ul>
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</div>
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<div class="bg-slate-800/50 rounded-lg p-4">
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<h4 class="font-semibold text-purple-300 mb-2">需求刚性</h4>
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<ul class="list-disc list-inside text-slate-300 space-y-1">
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<li>特斯拉Optimus髋关节已明确采用4个摆线模组</li>
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<li>2026年主流厂商下肢关节用量4-6套/台</li>
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</ul>
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</div>
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<div class="bg-slate-800/50 rounded-lg p-4">
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<h4 class="font-semibold text-green-300 mb-2">成本拐点</h4>
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<p class="text-slate-300">
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10万套量产下，摆线减速器价格可降至1500元以内，与国产谐波持平
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</p>
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</div>
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</div>
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</div>
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<div class="card-tech rounded-xl p-6">
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<h3 class="text-xl font-bold mb-4 text-gradient flex items-center">
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<i class="fas fa-chart-line mr-2"></i>市场热度与预期差
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</h3>
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<div class="space-y-4">
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<div class="bg-slate-800/50 rounded-lg p-4">
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<h4 class="font-semibold text-yellow-300 mb-2">市场热度</h4>
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<p class="text-slate-300">
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2025年6-7月相关研报/纪要达15篇，为2024年全年3倍，情绪从"概念"转向"订单验证"
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</p>
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</div>
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<div class="bg-slate-800/50 rounded-lg p-4">
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<h4 class="font-semibold text-red-300 mb-2">分歧点</h4>
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<p class="text-slate-300">
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市场担忧体积/重量劣势，但路演显示集成电机后总重增幅<30%
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</p>
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</div>
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<div class="bg-slate-800/50 rounded-lg p-4">
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<h4 class="font-semibold text-cyan-300 mb-2">预期差</h4>
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<ul class="list-disc list-inside text-slate-300 space-y-1">
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<li>应用场景扩展：肩关节可能成为新需求点</li>
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<li>供应链优势：豪能、福达等已绑定特斯拉Tier 1</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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<!-- 关键催化剂 -->
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<div class="card-tech rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-gradient flex items-center">
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<i class="fas fa-rocket mr-3"></i>关键催化剂与发展路径
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-lg font-semibold mb-4 text-blue-300">近期催化剂（3-6个月）</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="bg-blue-500 rounded-full w-6 h-6 flex items-center justify-center mr-3 mt-1 flex-shrink-0">
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<i class="fas fa-check text-white text-xs"></i>
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</div>
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<div>
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<h4 class="font-medium">特斯拉B样验证</h4>
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<p class="text-sm text-slate-400">2025Q3特斯拉将完成摆线减速器B样测试</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-blue-500 rounded-full w-6 h-6 flex items-center justify-center mr-3 mt-1 flex-shrink-0">
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<i class="fas fa-check text-white text-xs"></i>
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</div>
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<div>
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<h4 class="font-medium">禾川科技量产线投产</h4>
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<p class="text-sm text-slate-400">2025Q4安徽工厂摆线模组产能释放</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-blue-500 rounded-full w-6 h-6 flex items-center justify-center mr-3 mt-1 flex-shrink-0">
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<i class="fas fa-check text-white text-xs"></i>
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</div>
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<div>
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<h4 class="font-medium">政策催化</h4>
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<p class="text-sm text-slate-400">上海/深圳人形机器人创新中心"青龙二号"发布</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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<div>
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<h3 class="text-lg font-semibold mb-4 text-purple-300">长期发展路径</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="bg-purple-500 rounded-full w-6 h-6 flex items-center justify-center mr-3 mt-1 flex-shrink-0">
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<span class="text-white text-xs font-bold">1</span>
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</div>
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<div>
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<h4 class="font-medium">2025-2026：技术定型+产能爬坡</h4>
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<p class="text-sm text-slate-400">重载关节渗透率从0%→30%</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-purple-500 rounded-full w-6 h-6 flex items-center justify-center mr-3 mt-1 flex-shrink-0">
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<span class="text-white text-xs font-bold">2</span>
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</div>
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<div>
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<h4 class="font-medium">2027-2030：成本下降+场景扩展</h4>
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<p class="text-sm text-slate-400">全球市场规模从16.8亿→50亿美元</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-purple-500 rounded-full w-6 h-6 flex items-center justify-center mr-3 mt-1 flex-shrink-0">
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<span class="text-white text-xs font-bold">3</span>
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</div>
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<div>
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<h4 class="font-medium">终极形态</h4>
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<p class="text-sm text-slate-400">与电机深度集成，形成"摆线关节执行器"</p>
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</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司 -->
|
||
<div class="card-tech rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-gradient flex items-center">
|
||
<i class="fas fa-sitemap mr-3"></i>产业链与核心公司
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-semibold mb-4 text-blue-300">产业链图谱</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-slate-800/50 rounded-lg p-4 text-center">
|
||
<div class="bg-blue-500/20 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-3">
|
||
<i class="fas fa-industry text-blue-400 text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-semibold mb-2">上游</h4>
|
||
<p class="text-sm text-slate-400">轴承钢、PEEK材料、磨床</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 rounded-lg p-4 text-center">
|
||
<div class="bg-purple-500/20 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-3">
|
||
<i class="fas fa-cogs text-purple-400 text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-semibold mb-2">中游</h4>
|
||
<p class="text-sm text-slate-400">摆线减速器制造</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 rounded-lg p-4 text-center">
|
||
<div class="bg-green-500/20 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-3">
|
||
<i class="fas fa-robot text-green-400 text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-semibold mb-2">下游</h4>
|
||
<p class="text-sm text-slate-400">人形机器人本体、工业机器人</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-4 text-purple-300">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>公司</th>
|
||
<th>技术路线</th>
|
||
<th>产能规划</th>
|
||
<th>客户绑定</th>
|
||
<th>风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-medium">豪能股份</td>
|
||
<td>航空材料减重30%</td>
|
||
<td>重庆10亿产能（4万套/年）</td>
|
||
<td>特斯拉Tier 1送样中</td>
|
||
<td>主业汽车齿轮拖累估值</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">福达股份</td>
|
||
<td>收购长坂科技35%股权</td>
|
||
<td>扬州基地2万套/年</td>
|
||
<td>未披露</td>
|
||
<td>整合进度不及预期</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">禾川科技</td>
|
||
<td>全链路自研模组</td>
|
||
<td>安徽工厂1万套已交付</td>
|
||
<td>北美机器人公司</td>
|
||
<td>客户集中度高</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">科达利</td>
|
||
<td>PEEK轻量化73%</td>
|
||
<td>江门5万台产能</td>
|
||
<td>特斯拉直接对接</td>
|
||
<td>PEEK材料成本波动</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险 -->
|
||
<div class="card-tech rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-gradient 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-3 gap-4">
|
||
<div class="bg-red-900/20 rounded-lg p-4 border border-red-500/30">
|
||
<h3 class="font-semibold text-red-300 mb-3 flex items-center">
|
||
<i class="fas fa-microchip mr-2"></i>技术风险
|
||
</h3>
|
||
<ul class="space-y-2 text-sm">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-circle text-red-400 text-xs mt-1.5 mr-2"></i>
|
||
<span>小型化瓶颈：60mm以下需专用磨床</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-circle text-red-400 text-xs mt-1.5 mr-2"></i>
|
||
<span>一致性难题：批量良率<60%</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-yellow-900/20 rounded-lg p-4 border border-yellow-500/30">
|
||
<h3 class="font-semibold text-yellow-300 mb-3 flex items-center">
|
||
<i class="fas fa-coins mr-2"></i>商业化风险
|
||
</h3>
|
||
<ul class="space-y-2 text-sm">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-circle text-yellow-400 text-xs mt-1.5 mr-2"></i>
|
||
<span>成本敏感：PEEK材料成本为传统2倍</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-circle text-yellow-400 text-xs mt-1.5 mr-2"></i>
|
||
<span>场景局限：可能局限于髋/膝/肩</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-orange-900/20 rounded-lg p-4 border border-orange-500/30">
|
||
<h3 class="font-semibold text-orange-300 mb-3 flex items-center">
|
||
<i class="fas fa-balance-scale mr-2"></i>政策与竞争风险
|
||
</h3>
|
||
<ul class="space-y-2 text-sm">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-circle text-orange-400 text-xs mt-1.5 mr-2"></i>
|
||
<span>专利纠纷：日本纳博特斯克专利到期</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-circle text-orange-400 text-xs mt-1.5 mr-2"></i>
|
||
<span>技术路线颠覆：可能转向直线关节+丝杠</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论 -->
|
||
<div class="card-tech rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-gradient flex items-center">
|
||
<i class="fas fa-flag-checkered mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
<div class="bg-gradient-to-r from-green-900/30 to-blue-900/30 rounded-lg p-6 border border-green-500/20">
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3 text-green-300">阶段判断</h3>
|
||
<p class="text-lg">
|
||
摆线减速器已从<strong class="text-yellow-300">"主题炒作"</strong>（2023年概念提出）进入<strong class="text-blue-300">"订单验证"</strong>阶段（2025年特斯拉送样+禾川交付），<strong class="text-purple-300">2026年将是基本面兑现元年</strong>。
|
||
</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3 text-blue-300">投资方向</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-slate-800/50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-cyan-300 mb-2">最纯标的</h4>
|
||
<p class="text-slate-300">
|
||
<strong class="text-green-300">豪能股份</strong>（机器人业务占比25%，市值30亿含机器人，PE 28X vs 谐波龙头绿的50X）
|
||
</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-cyan-300 mb-2">弹性标的</h4>
|
||
<p class="text-slate-300">
|
||
<strong class="text-green-300">福达股份</strong>（收购长坂科技，摆线+丝杠双布局，市值未充分反映）
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3 text-purple-300">跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-3">
|
||
<div class="bg-slate-800/50 rounded-lg p-3 text-center">
|
||
<div class="bg-purple-500/20 rounded-full w-12 h-12 flex items-center justify-center mx-auto mb-2">
|
||
<i class="fas fa-flask text-purple-400"></i>
|
||
</div>
|
||
<p class="text-sm">特斯拉B样测试结果</p>
|
||
<p class="text-xs text-slate-400 mt-1">2025Q3</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 rounded-lg p-3 text-center">
|
||
<div class="bg-blue-500/20 rounded-full w-12 h-12 flex items-center justify-center mx-auto mb-2">
|
||
<i class="fas fa-shipping-fast text-blue-400"></i>
|
||
</div>
|
||
<p class="text-sm">禾川科技摆线模组出货量</p>
|
||
<p class="text-xs text-slate-400 mt-1">2025Q4</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 rounded-lg p-3 text-center">
|
||
<div class="bg-green-500/20 rounded-full w-12 h-12 flex items-center justify-center mx-auto mb-2">
|
||
<i class="fas fa-dollar-sign text-green-400"></i>
|
||
</div>
|
||
<p class="text-sm">PEEK材料价格</p>
|
||
<p class="text-xs text-slate-400 mt-1">持续跟踪</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="card-tech rounded-xl p-6">
|
||
<h2 class="text-2xl font-bold mb-6 text-gradient flex items-center">
|
||
<i class="fas fa-chart-bar mr-3"></i>关联股票数据
|
||
</h2>
|
||
<div class="table-responsive">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7">股票名称</th>
|
||
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7 ps-2">项目</th>
|
||
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7 ps-2">行业</th>
|
||
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7 ps-2">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2 py-1">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-sm font-semibold">中大力德</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm font-weight-bold mb-0">RV系列摆线针轮减速器的研发</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">减速器研发</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm mb-0">年报显示公司从事RV系列摆线针轮减速器的研发</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2 py-1">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-sm font-semibold">巨轮智能</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm font-weight-bold mb-0">机器人用精密行星摆线减速器</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">机器人减速器</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm mb-0">调研显示公司研发机器人用精密行星摆线减速器</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2 py-1">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-sm font-semibold">隆盛科技</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm font-weight-bold mb-0">用于工业机器人摆线减速器测试</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">工业机器人减速器</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm mb-0">调研显示公司涉及工业机器人摆线减速器测试</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2 py-1">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-sm font-semibold">昊志机电</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm font-weight-bold mb-0">摆线减速器研发项目</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">减速器研发</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm mb-0">公告披露公司推进摆线减速器研发项目</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2 py-1">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-sm font-semibold">秦川机床</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm font-weight-bold mb-0">一种精密行星摆线减速器（实用新型专利）</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">精密减速器</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm mb-0">公告显示公司获得摆线减速器相关专利</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2 py-1">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-sm font-semibold">国茂股份</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm font-weight-bold mb-0">2024年摆线针轮减速机营收3.56亿元</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">减速机制造</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm mb-0">年报披露2024年摆线针轮减速机营收规模</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2 py-1">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-sm font-semibold">科达利</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm font-weight-bold mb-0">推出peek摆线减速器73%</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">减速器技术</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm mb-0">网传纪要显示公司推出新型摆线减速器产品</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2 py-1">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-sm font-semibold">豪迈股份</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm font-weight-bold mb-0">摆线轮制造或需求增长超10%</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">摆线轮制造</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm mb-0">网传纪要显示摆线轮业务量变化及产能情况</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2 py-1">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-sm font-semibold">福鼎股份</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm font-weight-bold mb-0">拿到摆线订单</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">摆线减速器</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm mb-0">网传纪要显示公司获得摆线减速器订单</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2 py-1">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-sm font-semibold">精锻科技</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm font-weight-bold mb-0">已拿JWL参数要求</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">减速器参数</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-sm mb-0">网传纪要显示公司获得客户参数要求</p>
|
||
</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("particles-js", {
|
||
particles: {
|
||
number: {
|
||
value: 80,
|
||
density: {
|
||
enable: true,
|
||
value_area: 800
|
||
}
|
||
},
|
||
color: {
|
||
value: "#3b82f6"
|
||
},
|
||
shape: {
|
||
type: "circle"
|
||
},
|
||
opacity: {
|
||
value: 0.5,
|
||
random: false
|
||
},
|
||
size: {
|
||
value: 3,
|
||
random: true
|
||
},
|
||
line_linked: {
|
||
enable: true,
|
||
distance: 150,
|
||
color: "#3b82f6",
|
||
opacity: 0.4,
|
||
width: 1
|
||
},
|
||
move: {
|
||
enable: true,
|
||
speed: 2,
|
||
direction: "none",
|
||
random: false,
|
||
straight: false,
|
||
out_mode: "out",
|
||
bounce: false
|
||
}
|
||
},
|
||
interactivity: {
|
||
detect_on: "canvas",
|
||
events: {
|
||
onhover: {
|
||
enable: true,
|
||
mode: "grab"
|
||
},
|
||
onclick: {
|
||
enable: true,
|
||
mode: "push"
|
||
},
|
||
resize: true
|
||
},
|
||
modes: {
|
||
grab: {
|
||
distance: 140,
|
||
line_linked: {
|
||
opacity: 1
|
||
}
|
||
},
|
||
push: {
|
||
particles_nb: 4
|
||
}
|
||
}
|
||
},
|
||
retina_detect: true
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |