913 lines
35 KiB
HTML
913 lines
35 KiB
HTML
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<!DOCTYPE html>
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<title>无人公共服务车 - 行业洞察报告</title>
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.section-title {
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font-size: 1.25rem;
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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="content-wrapper min-h-screen p-4 md:p-8">
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<div class="max-w-6xl mx-auto">
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<!-- 标题部分 -->
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<div class="text-center mb-12 mt-8">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 bg-clip-text text-transparent bg-gradient-to-r from-blue-400 to-purple-500">
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无人公共服务车行业洞察
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</h1>
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<p class="text-lg text-slate-300 max-w-3xl mx-auto">
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L4级自动驾驶技术在公共服务场景的规模化落地载体分析
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</p>
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</div>
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<!-- 概念事件时间线 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="section-title">概念事件时间线</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="timeline-item">
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<h3 class="text-xl font-semibold text-blue-400 mb-2">2023年：政策破冰</h3>
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<p class="text-slate-300">工信部等四部委发布《智能网联汽车准入试点》，北京、上海、广州等10+城市开放路权，萝卜快跑、小马智行等企业获首批牌照。</p>
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</div>
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<div class="timeline-item">
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<h3 class="text-xl font-semibold text-purple-400 mb-2">2024年：技术成本骤降</h3>
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<p class="text-slate-300">特斯拉Cybercab成本降至3万美元（2024年10月发布会），萝卜快跑第六代无人车成本从48万降至20.46万元（2024年8月）。</p>
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</div>
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<div class="timeline-item">
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<h3 class="text-xl font-semibold text-green-400 mb-2">2025年：商业化加速</h3>
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<p class="text-slate-300">武汉成为全球最大自动驾驶服务区（3379公里开放道路），深圳试点无人环卫车，菜鸟GT-Lite物流车定价1.68万元（2025年6月）。</p>
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</div>
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</div>
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<div class="highlight-box mt-6">
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<p class="text-slate-200"><strong>关键节点：</strong>2025年7月，文远知行在法国推出欧洲首个L4无人环卫项目，小马智行计划2025年量产第七代Robotaxi（成本30万）。</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 rounded-xl p-6 mb-8">
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<h2 class="section-title">核心观点摘要</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-slate-800 bg-opacity-50 p-5 rounded-lg">
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<div class="text-blue-400 text-3xl mb-3">
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<i class="fas fa-chart-line"></i>
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</div>
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<h3 class="text-lg font-semibold mb-2">阶段判断</h3>
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<p class="text-slate-300">无人公共服务车已从技术验证期进入商业化落地期，2025年是规模化元年（渗透率<1%→17%）。</p>
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</div>
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<div class="bg-slate-800 bg-opacity-50 p-5 rounded-lg">
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<div class="text-purple-400 text-3xl mb-3">
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<i class="fas fa-rocket"></i>
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</div>
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<h3 class="text-lg font-semibold mb-2">核心驱动力</h3>
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<p class="text-slate-300">政策开放（100+城市路权）+成本拐点（硬件成本5年降80%）+场景刚需（环卫/物流人力缺口500万）。</p>
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</div>
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<div class="bg-slate-800 bg-opacity-50 p-5 rounded-lg">
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<div class="text-green-400 text-3xl mb-3">
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<i class="fas fa-coins"></i>
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</div>
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<h3 class="text-lg font-semibold mb-2">未来潜力</h3>
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<p class="text-slate-300">2030年国内市场规模2000亿+（Robotaxi 1200亿+无人环卫500亿+无人物流300亿）。</p>
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</div>
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</div>
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</div>
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<!-- 核心驱动力 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="section-title">核心驱动力</h2>
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<div class="overflow-x-auto">
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<table class="table w-full">
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<thead>
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<tr>
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<th>维度</th>
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<th>数据支撑</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td><span class="badge badge-blue">政策</span></td>
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<td>2025年已有<strong>102个城市</strong>开放路权（长江交运路演），北京/上海明确Robotaxi商业化时间表。</td>
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</tr>
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<tr>
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<td><span class="badge badge-purple">成本</span></td>
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<td>无人环卫车单价从<strong>30万降至20万</strong>（2024年），物流车<strong>1.68万</strong>（菜鸟GT-Lite）。</td>
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</tr>
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<tr>
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<td><span class="badge badge-green">需求</span></td>
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<td>中国环卫工人缺口<strong>200万</strong>（实际500万），快递单票利润<strong><0.3元</strong>（降本刚需）。</td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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<!-- 市场热度与预期差 -->
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8 mb-8">
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<div class="card rounded-xl p-6">
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<h2 class="section-title">市场热度与情绪</h2>
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<div class="mb-4">
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<p class="text-slate-300 mb-2"><strong>研报密度：</strong>2024年Q2以来，<strong>15篇</strong>深度报告聚焦无人环卫/物流（国金、长江、方正等）。</p>
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</div>
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<div class="space-y-4">
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<div class="bg-blue-900 bg-opacity-30 p-4 rounded-lg">
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<h3 class="text-blue-400 font-semibold mb-2">乐观方</h3>
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<p class="text-slate-300">认为2025年渗透率可达17%（长江交运），催生千亿市场。</p>
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</div>
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<div class="bg-purple-900 bg-opacity-30 p-4 rounded-lg">
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<h3 class="text-purple-400 font-semibold mb-2">谨慎方</h3>
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<p class="text-slate-300">担忧技术可靠性（Cruise 2023年事故）和司机抵制（武汉网约车司机联名反对）。</p>
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</div>
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</div>
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</div>
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<div class="card rounded-xl p-6">
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<h2 class="section-title">预期差分析</h2>
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<div class="space-y-4">
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<div class="highlight-box">
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<h3 class="text-green-400 font-semibold mb-2">被忽略的关键点</h3>
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<ol class="list-decimal list-inside space-y-2 text-slate-300">
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<li><strong>环卫车政策超预期：</strong>深圳2025年目标<strong>1000辆</strong>无人环卫车上路（当前300辆），盈峰环境等公司已获订单。</li>
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<li><strong>物流车成本突破：</strong>菜鸟GT-Lite<strong>1.68万元</strong>定价，单票成本<strong>0.039元</strong>（传统车0.13元），加盟商<strong>3个月回本</strong>（华源交运调研）。</li>
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</ol>
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</div>
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</div>
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</div>
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</div>
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<!-- 催化剂与发展路径 -->
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8 mb-8">
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<div class="card rounded-xl p-6">
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<h2 class="section-title">近期催化剂（3-6个月）</h2>
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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-blue-500 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
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<span class="text-white font-bold">1</span>
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</div>
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<div>
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<h3 class="text-blue-400 font-semibold">政策</h3>
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<p class="text-slate-300">2025年8月<strong>北京自动驾驶条例</strong>细则落地，或开放<strong>五环内</strong>Robotaxi运营。</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-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
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<span class="text-white font-bold">2</span>
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</div>
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<div>
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<h3 class="text-purple-400 font-semibold">订单</h3>
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<p class="text-slate-300"><strong>顺丰</strong>计划2025年Q3采购<strong>1000台</strong>无人物流车（国金交运预测）。</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-green-500 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
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<span class="text-white font-bold">3</span>
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</div>
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<div>
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<h3 class="text-green-400 font-semibold">技术</h3>
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<p class="text-slate-300"><strong>特斯拉Cybercab</strong>2025年Q4开始路测，成本<strong><3万美元</strong>或引发价格战。</p>
|
||
</div>
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||
</div>
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||
</div>
|
||
</div>
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<div class="card rounded-xl p-6">
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<h2 class="section-title">长期路径（2025-2030）</h2>
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<div class="flex flex-col items-center justify-center h-full">
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<div class="relative w-full">
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<div class="flex justify-between mb-8">
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<div class="text-center">
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<div class="bg-blue-500 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
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<span class="text-white font-bold">2025</span>
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</div>
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<p class="text-sm text-slate-300">规模化元年</p>
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</div>
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<div class="text-center">
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<div class="bg-purple-500 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
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<span class="text-white font-bold">2026</span>
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</div>
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<p class="text-sm text-slate-300">成本<人力50%</p>
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</div>
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<div class="text-center">
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<div class="bg-green-500 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
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<span class="text-white font-bold">2027</span>
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</div>
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<p class="text-sm text-slate-300">渗透率10%</p>
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</div>
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<div class="text-center">
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<div class="bg-yellow-500 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
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<span class="text-white font-bold">2030</span>
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</div>
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<p class="text-sm text-slate-300">渗透率30%+<br>2000亿市场</p>
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</div>
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</div>
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<div class="absolute top-8 left-8 right-8 h-1 bg-gradient-to-r from-blue-500 via-purple-500 via-green-500 to-yellow-500 rounded-full"></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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<!-- 产业链与核心公司 -->
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<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="section-title">产业链与核心公司</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-6">
|
||
<div class="bg-slate-800 bg-opacity-50 p-5 rounded-lg">
|
||
<h3 class="text-lg font-semibold text-blue-400 mb-3">上游</h3>
|
||
<ul class="space-y-2 text-slate-300">
|
||
<li>• 激光雷达（禾赛科技）</li>
|
||
<li>• 芯片（地平线）</li>
|
||
<li>• 线控底盘（伯特利）</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-slate-800 bg-opacity-50 p-5 rounded-lg">
|
||
<h3 class="text-lg font-semibold text-purple-400 mb-3">中游</h3>
|
||
<ul class="space-y-2 text-slate-300">
|
||
<li>• 整车制造（宇通重工）</li>
|
||
<li>• 整车制造（盈峰环境）</li>
|
||
<li>• 整车制造（新石器）</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-slate-800 bg-opacity-50 p-5 rounded-lg">
|
||
<h3 class="text-lg font-semibold text-green-400 mb-3">下游</h3>
|
||
<ul class="space-y-2 text-slate-300">
|
||
<li>• 运营平台（萝卜快跑）</li>
|
||
<li>• 运营平台（小马智行）</li>
|
||
<li>• 运营平台（顺丰同城）</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>公司</th>
|
||
<th>场景</th>
|
||
<th>竞争优势</th>
|
||
<th>风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><strong>宇通重工</strong></td>
|
||
<td>环卫车</td>
|
||
<td><strong>市占率22%</strong>+L4级前装量产</td>
|
||
<td>工程机械业务拖累估值</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>盈峰环境</strong></td>
|
||
<td>环卫车</td>
|
||
<td><strong>31%新能源市占率</strong>+政府订单</td>
|
||
<td>应收账款周期长</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>新石器</strong></td>
|
||
<td>物流车</td>
|
||
<td><strong>年产能3万台</strong>+菜鸟生态绑定</td>
|
||
<td>客户集中度（阿里系）</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>萝卜快跑</strong></td>
|
||
<td>Robotaxi</td>
|
||
<td><strong>600万订单</strong>+武汉全城覆盖</td>
|
||
<td>政策开放不及预期</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mt-6">
|
||
<div class="bg-green-900 bg-opacity-30 p-4 rounded-lg">
|
||
<h3 class="text-green-400 font-semibold mb-2">印证</h3>
|
||
<p class="text-slate-300">菜鸟GT-Lite<strong>1.68万定价</strong>与研报预测<strong>2万以下</strong>一致（国金交运）。</p>
|
||
</div>
|
||
<div class="bg-red-900 bg-opacity-30 p-4 rounded-lg">
|
||
<h3 class="text-red-400 font-semibold mb-2">矛盾</h3>
|
||
<p class="text-slate-300">研报称<strong>福龙马</strong>利润弹性279%，但2024年其无人清扫车实际投放仅<strong>10城</strong>（低于预期）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 无人环卫车股票数据 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="section-title">无人环卫车相关股票</h2>
|
||
<div class="table-responsive">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>分类</th>
|
||
<th>行业</th>
|
||
<th>项目</th>
|
||
<th>产业链</th>
|
||
<th>市占率(2024)</th>
|
||
<th>利润弹性</th>
|
||
<th>消息来源</th>
|
||
<th>投资理由</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><strong>盈峰环境</strong></td>
|
||
<td>环卫车</td>
|
||
<td>环保/汽车制造</td>
|
||
<td>L4级自动驾驶</td>
|
||
<td>环卫设备制造</td>
|
||
<td>31.0%(新能源)</td>
|
||
<td>30%</td>
|
||
<td>机构研报</td>
|
||
<td>环卫车龙头，2024年完成第三代产品的L4级自动驾驶升级，具备全流程无人化操作能力</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>宇通重工</strong></td>
|
||
<td>环卫车</td>
|
||
<td>重工机械</td>
|
||
<td>L4级无人驾驶</td>
|
||
<td>新能源环卫车</td>
|
||
<td>22.1%(新能源)</td>
|
||
<td>19%</td>
|
||
<td>机构研报</td>
|
||
<td>与文远知行共同打造国内首款前装量产L4级无人驾驶环卫车</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>福龙马</strong></td>
|
||
<td>环卫车</td>
|
||
<td>环卫装备</td>
|
||
<td>无人清扫机器人</td>
|
||
<td>智能环卫</td>
|
||
<td>6.9%(新能源)</td>
|
||
<td>279%</td>
|
||
<td>机构研报</td>
|
||
<td>无人清扫机器人已投放北京、广州、沈阳等十多个城市</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>金龙汽车</strong></td>
|
||
<td>环卫车</td>
|
||
<td>汽车制造</td>
|
||
<td>龙卫产品</td>
|
||
<td>新能源整车</td>
|
||
<td>—</td>
|
||
<td>—</td>
|
||
<td>苏州金龙</td>
|
||
<td>自主研发的"龙卫"具备L4级自动驾驶能力并可自动倾倒垃圾的吸扫式环卫车</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>东风股份</strong></td>
|
||
<td>环卫车</td>
|
||
<td>汽车制造</td>
|
||
<td>物流/环卫车应用</td>
|
||
<td>商用车</td>
|
||
<td>—</td>
|
||
<td>—</td>
|
||
<td>搜互动</td>
|
||
<td>战略合作九识智能，无人驾驶产品聚焦物流和环卫车型，已在襄阳市示范应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>劲旅环境</strong></td>
|
||
<td>清扫车</td>
|
||
<td>环保设备</td>
|
||
<td>L4级自动驾驶</td>
|
||
<td>智能清扫</td>
|
||
<td>—</td>
|
||
<td>211%</td>
|
||
<td>2024世界制造业大会</td>
|
||
<td>无人驾驶纯电动清扫机已投入运营，采用自主研发车规级线控底盘可实现L4级自动驾驶</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>悦达投资</strong></td>
|
||
<td>清扫车</td>
|
||
<td>投资控股</td>
|
||
<td>18T纯电动L4级无人驾驶</td>
|
||
<td>环卫服务</td>
|
||
<td>—</td>
|
||
<td>—</td>
|
||
<td>搜互动</td>
|
||
<td>悦达专用车公司推出18T纯电动L4级无人驾驶洗扫车，适配多种场景作业</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>启迪环境</strong></td>
|
||
<td>清扫车</td>
|
||
<td>环保科技</td>
|
||
<td>AI+无人驾驶</td>
|
||
<td>智慧环卫</td>
|
||
<td>—</td>
|
||
<td>—</td>
|
||
<td>网络公开资料</td>
|
||
<td>旗下仙途智能清扫车采用AI+无人驾驶技术，单小时可覆盖1.2万平方米保洁面积</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>博世科</strong></td>
|
||
<td>技术/设备支持</td>
|
||
<td>环保科技</td>
|
||
<td>5G多功能智能扫路机</td>
|
||
<td>智慧环卫</td>
|
||
<td>—</td>
|
||
<td>—</td>
|
||
<td>搜互动</td>
|
||
<td>开发广西首款5G多功能智能扫路机，具备线控底盘技术</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>云内动力</strong></td>
|
||
<td>技术/设备支持</td>
|
||
<td>动力设备</td>
|
||
<td>氢燃料电池</td>
|
||
<td>新能源动力</td>
|
||
<td>—</td>
|
||
<td>—</td>
|
||
<td>搜互动</td>
|
||
<td>已研发车用60kW、80kW、120kW氢燃料电池发动机，应用于环卫车等车型</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>通达电气</strong></td>
|
||
<td>技术/设备支持</td>
|
||
<td>汽车电子</td>
|
||
<td>商用车市场拓展</td>
|
||
<td>车载设备</td>
|
||
<td>—</td>
|
||
<td>—</td>
|
||
<td>搜互动</td>
|
||
<td>加大物流车、工程机械、环卫车等商用车市场的开拓力度</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>大地电气</strong></td>
|
||
<td>技术/设备支持</td>
|
||
<td>汽车零部件</td>
|
||
<td>线控底盘</td>
|
||
<td>无人驾驶</td>
|
||
<td>—</td>
|
||
<td>—</td>
|
||
<td>搜公告</td>
|
||
<td>线控底盘是无人驾驶增量方向，环卫承包公司对环卫车辆需求更加专业化和精细化</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>侨银股份</strong></td>
|
||
<td>技术/设备支持</td>
|
||
<td>环卫服务</td>
|
||
<td>城市服务智能装备</td>
|
||
<td>智慧环卫</td>
|
||
<td>—</td>
|
||
<td>145%</td>
|
||
<td>搜互动</td>
|
||
<td>无人驾驶城市服务智能装备已陆续下线，包括开放道路及园区无人驾驶清扫装备等</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>汉嘉设计</strong></td>
|
||
<td>技术/设备支持</td>
|
||
<td>建筑设计</td>
|
||
<td>环卫车数据支撑</td>
|
||
<td>智慧城市</td>
|
||
<td>—</td>
|
||
<td>—</td>
|
||
<td>网络公开资料</td>
|
||
<td>超6万辆环卫车数据支撑，子公司伏泰科技机器人覆盖环卫清扫、城市巡检等场景</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>玉禾田</strong></td>
|
||
<td>技术/设备支持</td>
|
||
<td>环卫服务</td>
|
||
<td>清洁机器人</td>
|
||
<td>智能清洁</td>
|
||
<td>—</td>
|
||
<td>132%</td>
|
||
<td>搜互动</td>
|
||
<td>通过租赁/采购清洁机器人及设备运维服务提升环卫清洁服务作业水平</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 无人驾驶公交股票数据 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="section-title">无人驾驶公交相关股票</h2>
|
||
<div class="table-responsive">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>项目</th>
|
||
<th>行业</th>
|
||
<th>分类</th>
|
||
<th>产业链</th>
|
||
<th>技术等级</th>
|
||
<th>合作方</th>
|
||
<th>市场</th>
|
||
<th>投资理由</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><strong>宇通客车</strong></td>
|
||
<td>济南无人驾驶公交测试</td>
|
||
<td>智能化领域</td>
|
||
<td>无人驾驶公交车</td>
|
||
<td>技术研发与测试</td>
|
||
<td>—</td>
|
||
<td>—</td>
|
||
<td>—</td>
|
||
<td>完成全球首次开放道路条件下全程无人工干预的自动驾驶客车试验，涉及跟车行驶、自主换道等技术验证。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>中通客车</strong></td>
|
||
<td>济南第二批无人驾驶公交</td>
|
||
<td>智能驾驶</td>
|
||
<td>纯电动/无轨电车</td>
|
||
<td>—</td>
|
||
<td>L4级</td>
|
||
<td>—</td>
|
||
<td>—</td>
|
||
<td>实现开放道路场景跑车测试，达到L4级自动驾驶水平。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>金龙汽车</strong></td>
|
||
<td>阿波龙量产</td>
|
||
<td>—</td>
|
||
<td>—</td>
|
||
<td>—</td>
|
||
<td>L4级</td>
|
||
<td>百度Apollo</td>
|
||
<td>日本</td>
|
||
<td>国内首款量产无人驾驶巴士，计划供应日本市场并探索运营平台建设。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>安凯客车</strong></td>
|
||
<td>Robobus</td>
|
||
<td>—</td>
|
||
<td>微公交</td>
|
||
<td>—</td>
|
||
<td>L4级</td>
|
||
<td>中植一客、龙泉驿区</td>
|
||
<td>—</td>
|
||
<td>城市客运条件下实现L4级自动驾驶，采用5.9米纯电动车型。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>康盛股份</strong></td>
|
||
<td>—</td>
|
||
<td>—</td>
|
||
<td>—</td>
|
||
<td>终端设备供应</td>
|
||
<td>—</td>
|
||
<td>—</td>
|
||
<td>200+城市</td>
|
||
<td>车载终端集成辅助驾驶技术，终端设备市场占有率行业前列。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>雄帝科技</strong></td>
|
||
<td>—</td>
|
||
<td>—</td>
|
||
<td>—</td>
|
||
<td>—</td>
|
||
<td>主动安全辅助驾驶</td>
|
||
<td>宇通客车</td>
|
||
<td>—</td>
|
||
<td>提供车载终端设备及远程监控系统，参与宇通客车销售分成。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 风险与挑战 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="section-title">潜在风险与挑战</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>风险类型</th>
|
||
<th>具体表现</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><span class="badge badge-blue">技术</span></td>
|
||
<td>复杂天气（雨雪）下L4可靠性不足（同济测试：接管率10次/百公里）。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="badge badge-purple">商业化</span></td>
|
||
<td>环卫车<strong>20万单价</strong>仍高于传统车<strong>3倍</strong>（盈峰环境路演）。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="badge badge-green">政策</span></td>
|
||
<td>深圳要求无人环卫车<strong>限速15km/h</strong>（效率仅为人工50%）。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="badge badge-red">竞争</span></td>
|
||
<td><strong>比亚迪</strong>2025年或推出<strong>10万级</strong>无人环卫车（价格战风险）。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="section-title">综合结论与投资启示</h2>
|
||
<div class="highlight-box mb-6">
|
||
<p class="text-lg text-slate-200"><strong>结论：</strong>无人公共服务车处于<strong>商业化爆发前夜</strong>，<strong>环卫/物流</strong>场景因政策刚需+成本拐点，<strong>确定性高于Robotaxi</strong>。</p>
|
||
</div>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-6">
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-blue-400 mb-4">投资方向</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg">
|
||
<h4 class="text-purple-400 font-semibold mb-2">环卫车</h4>
|
||
<p class="text-slate-300"><strong>盈峰环境</strong>（31%市占率+政府订单）+<strong>宇通重工</strong>（技术+成本优势）。</p>
|
||
</div>
|
||
<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg">
|
||
<h4 class="text-green-400 font-semibold mb-2">物流车</h4>
|
||
<p class="text-slate-300"><strong>顺丰同城</strong>（200台运营验证）+<strong>新石器</strong>（菜鸟供应链绑定）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-blue-400 mb-4">跟踪指标</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-center">
|
||
<div class="bg-blue-500 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
|
||
<i class="fas fa-clipboard-list text-white text-sm"></i>
|
||
</div>
|
||
<p class="text-slate-300"><strong>订单：</strong>2025年Q3环卫车招标量（深圳/北京）。</p>
|
||
</div>
|
||
<div class="flex items-center">
|
||
<div class="bg-purple-500 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
|
||
<i class="fas fa-dollar-sign text-white text-sm"></i>
|
||
</div>
|
||
<p class="text-slate-300"><strong>成本：</strong>激光雷达价格（禾赛科技Q2报价）。</p>
|
||
</div>
|
||
<div class="flex items-center">
|
||
<div class="bg-green-500 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
|
||
<i class="fas fa-file-alt text-white text-sm"></i>
|
||
</div>
|
||
<p class="text-slate-300"><strong>政策：</strong>北京五环内Robotaxi开放时间表。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Scripts -->
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
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<script>
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tsParticles.load("particles-js", {
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|
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|
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</body>
|
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</html>
|
||
``` |