625 lines
29 KiB
HTML
625 lines
29 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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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>机器人动作捕捉 - 行业洞察报告</title>
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<style>
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body {
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font-family: 'Inter', sans-serif;
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}
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.content-wrapper {
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background: rgba(255, 255, 255, 0.95);
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</style>
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</head>
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<body class="bg-gray-50">
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<div id="vanta-bg"></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-7xl mx-auto">
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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 gradient-text mb-4">机器人动作捕捉</h1>
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<p class="text-xl text-gray-600 max-w-3xl mx-auto">
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从技术验证到商业化前夜,动作捕捉成为机器人训练的"唯一不可替代环节"
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</p>
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</div>
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<!-- 时间轴部分 -->
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<div class="mb-12">
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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-clock mr-3 text-blue-500"></i>
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概念事件时间轴
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</h2>
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<div class="bg-white rounded-xl shadow-lg p-6">
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="timeline-item relative pb-8">
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<div class="bg-blue-50 rounded-lg p-4">
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<div class="flex flex-wrap items-center justify-between mb-2">
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<span class="font-semibold text-blue-600">2024-08-21</span>
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<span class="text-sm text-gray-500">新闻</span>
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</div>
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<p class="text-gray-700">凌云光发布FZmotion光学动捕系统,精度达<strong class="text-blue-600">亚毫米级</strong>,服务影视、机器人训练</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="bg-blue-50 rounded-lg p-4">
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<div class="flex flex-wrap items-center justify-between mb-2">
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<span class="font-semibold text-blue-600">2024-12-11</span>
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<span class="text-sm text-gray-500">新闻</span>
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</div>
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<p class="text-gray-700">特斯拉申请"TESLA BOT ACTION FIGURE"商标,暗示动作捕捉数据将用于消费级机器人</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="bg-blue-50 rounded-lg p-4">
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<div class="flex flex-wrap items-center justify-between mb-2">
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<span class="font-semibold text-blue-600">2025-01-20</span>
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<span class="text-sm text-gray-500">路演</span>
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</div>
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<p class="text-gray-700">开源证券路演:动作捕捉是机器人训练"唯一不可替代环节",<strong class="text-blue-600">单任务需1-10万条数据</strong></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="bg-blue-50 rounded-lg p-4">
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<div class="flex flex-wrap items-center justify-between mb-2">
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<span class="font-semibold text-blue-600">2025-02-11</span>
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<span class="text-sm text-gray-500">路演</span>
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</div>
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<p class="text-gray-700">光大证券:特斯拉2025年将部署<strong class="text-blue-600">1万台机器人+3万动捕人员</strong>,成本<strong class="text-blue-600">1亿美元</strong></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="bg-blue-50 rounded-lg p-4">
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<div class="flex flex-wrap items-center justify-between mb-2">
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<span class="font-semibold text-blue-600">2025-03-11</span>
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<span class="text-sm text-gray-500">研报</span>
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</div>
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<p class="text-gray-700">国盛证券:动作捕捉设备需求爆发,<strong class="text-blue-600">单企业需1000台设备</strong>,市场空间<strong class="text-blue-600">500亿</strong></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="bg-blue-50 rounded-lg p-4">
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<div class="flex flex-wrap items-center justify-between mb-2">
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<span class="font-semibold text-blue-600">2025-05-20</span>
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<span class="text-sm text-gray-500">新闻</span>
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</div>
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<p class="text-gray-700">机构调研:特斯拉百万级动捕设备构建虚实双模工厂,国内厂商技术验证中</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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<!-- 核心观点 -->
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<div class="mb-12">
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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-lightbulb mr-3 text-yellow-500"></i>
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核心观点摘要
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</h2>
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<div class="grid md:grid-cols-3 gap-6">
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<div class="bg-white rounded-xl shadow-lg p-6 card-hover">
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<div class="text-blue-500 mb-4">
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<i class="fas fa-chart-line text-3xl"></i>
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</div>
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<h3 class="font-bold text-lg mb-3">阶段判断</h3>
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<p class="text-gray-600">机器人动作捕捉已从"技术验证"进入<strong class="text-blue-600">商业化前夜</strong>,2025-2026年将是数据军备竞赛的关键窗口期。</p>
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</div>
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<div class="bg-white rounded-xl shadow-lg p-6 card-hover">
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<div class="text-green-500 mb-4">
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<i class="fas fa-rocket text-3xl"></i>
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</div>
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<h3 class="font-bold text-lg mb-3">核心驱动力</h3>
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<p class="text-gray-600"><strong class="text-green-600">数据稀缺性</strong>(人形机器人需10倍于自动驾驶的数据量)+ <strong class="text-green-600">成本拐点</strong>(光学动捕成本3年内从300元/秒降至100元/秒)。</p>
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</div>
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<div class="bg-white rounded-xl shadow-lg p-6 card-hover">
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<div class="text-purple-500 mb-4">
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<i class="fas fa-gem text-3xl"></i>
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</div>
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<h3 class="font-bold text-lg mb-3">未来潜力</h3>
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<p class="text-gray-600">若特斯拉2026年量产10万台,将带动<strong class="text-purple-600">500亿增量市场</strong>(2022年仅58亿),<strong class="text-purple-600">10倍空间</strong>。</p>
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</div>
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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="mb-12">
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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-brain mr-3 text-indigo-500"></i>
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概念核心逻辑与市场认知分析
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</h2>
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<div class="grid md:grid-cols-2 gap-6 mb-8">
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<div class="bg-gradient-to-br from-blue-50 to-indigo-50 rounded-xl p-6">
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<h3 class="font-bold text-xl mb-4 text-indigo-700">核心驱动力</h3>
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<div class="space-y-4">
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<div>
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<h4 class="font-semibold text-indigo-600 mb-2">技术刚性需求</h4>
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<ul class="text-gray-700 space-y-1 text-sm">
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<li>• 人形机器人需<strong>亚毫米级精度</strong>(凌云光FZmotion)</li>
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<li>• <strong>百万小时级数据</strong>(全身仿生),传统仿真无法替代</li>
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<li>• <strong>数据类型</strong>:光学(精细动作)+惯性(抗遮挡)混合方案</li>
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</ul>
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</div>
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<div>
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<h4 class="font-semibold text-indigo-600 mb-2">成本下降曲线</h4>
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<ul class="text-gray-700 space-y-1 text-sm">
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<li>• 光学动捕:10×10米场地成本从<strong>150万降至50万</strong></li>
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<li>• 惯性动捕:Xsens套装成本<strong>20万/套</strong>→国产诺亦腾<strong>5万/套</strong></li>
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</ul>
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</div>
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<div>
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<h4 class="font-semibold text-indigo-600 mb-2">政策催化</h4>
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<p class="text-gray-700 text-sm">北京/上海2024年底启动<strong>国家级数据采集基地</strong>,要求"开放动作数据集"</p>
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</div>
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</div>
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</div>
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<div class="bg-gradient-to-br from-orange-50 to-red-50 rounded-xl p-6">
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<h3 class="font-bold text-xl mb-4 text-orange-700">市场认知偏差</h3>
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<div class="space-y-4">
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<div>
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<h4 class="font-semibold text-orange-600 mb-2">高估技术成熟度</h4>
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<p class="text-gray-700 text-sm">路演显示国内厂商仍处"技术验证阶段",而研报已预期2025年爆发</p>
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</div>
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<div>
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<h4 class="font-semibold text-orange-600 mb-2">低估数据壁垒</h4>
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<p class="text-gray-700 text-sm">市场聚焦硬件,忽略<strong>数据闭环</strong>(特斯拉1万台机器人×3万小时数据=<strong>3亿小时训练集</strong>)</p>
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</div>
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<div class="bg-orange-100 rounded-lg p-3 mt-4">
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<p class="text-orange-800 text-sm font-medium">
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<i class="fas fa-exclamation-triangle mr-2"></i>
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信息矛盾:路演称"国内99%用光学",但特斯拉实际采用<strong>惯性方案</strong>(Xsens)
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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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</div>
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<!-- 催化剂与发展路径 -->
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<div class="mb-12">
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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-road mr-3 text-green-500"></i>
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催化剂与发展路径
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</h2>
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<div class="grid md:grid-cols-2 gap-6">
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<div class="bg-white rounded-xl shadow-lg p-6">
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<h3 class="font-bold text-xl mb-4 text-green-600">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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<span class="bg-green-100 text-green-600 rounded-full w-8 h-8 flex items-center justify-center font-bold mr-3 flex-shrink-0">1</span>
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<div>
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<h4 class="font-semibold">特斯拉B样机定点</h4>
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<p class="text-gray-600 text-sm">2025年7-8月:将确定光学/惯性动捕供应商名单</p>
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</div>
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</div>
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<div class="flex items-start">
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<span class="bg-green-100 text-green-600 rounded-full w-8 h-8 flex items-center justify-center font-bold mr-3 flex-shrink-0">2</span>
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<div>
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<h4 class="font-semibold">上海数据基地投产</h4>
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<p class="text-gray-600 text-sm">2025年Q3:首批100台异构机器人需配套动捕设备</p>
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</div>
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</div>
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<div class="flex items-start">
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<span class="bg-green-100 text-green-600 rounded-full w-8 h-8 flex items-center justify-center font-bold mr-3 flex-shrink-0">3</span>
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<div>
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<h4 class="font-semibold">华为/比亚迪入局</h4>
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<p class="text-gray-600 text-sm">预计2025年H2发布人形机器人,需采购<strong>500-1000台动捕设备</strong></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 class="bg-white rounded-xl shadow-lg p-6">
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<h3 class="font-bold text-xl mb-4 text-blue-600">长期路径</h3>
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<div class="space-y-4">
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<div class="bg-blue-50 rounded-lg p-4">
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<div class="flex items-center mb-2">
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<i class="fas fa-calendar-alt text-blue-500 mr-2"></i>
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<span class="font-semibold text-blue-700">2025-2026</span>
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</div>
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<p class="text-gray-700">硬件采购潮(设备商受益)</p>
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</div>
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<div class="bg-indigo-50 rounded-lg p-4">
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<div class="flex items-center mb-2">
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<i class="fas fa-calendar-alt text-indigo-500 mr-2"></i>
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<span class="font-semibold text-indigo-700">2027-2028</span>
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</div>
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<p class="text-gray-700">数据服务变现(凌云光、诺亦腾转型"数据工厂")</p>
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</div>
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<div class="bg-purple-50 rounded-lg p-4">
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<div class="flex items-center mb-2">
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<i class="fas fa-calendar-alt text-purple-500 mr-2"></i>
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<span class="font-semibold text-purple-700">2029+</span>
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</div>
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<p class="text-gray-700">算法泛化降低对真实数据依赖,但<strong>高精度场景仍需动捕</strong>(如手术机器人)</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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<!-- 产业链与核心公司 -->
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<div class="mb-12">
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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-sitemap mr-3 text-purple-500"></i>
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产业链与核心公司
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</h2>
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<div class="bg-white rounded-xl shadow-lg p-6 mb-6">
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<h3 class="font-bold text-lg mb-4 text-purple-600">产业链图谱</h3>
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<div class="flex flex-wrap items-center justify-center gap-4 text-center">
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<div class="bg-purple-100 rounded-lg px-6 py-3">
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<p class="font-semibold text-purple-700">上游</p>
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<p class="text-sm text-gray-600">传感器(IMU/光学相机)</p>
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</div>
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<i class="fas fa-arrow-right text-purple-400"></i>
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<div class="bg-purple-200 rounded-lg px-6 py-3">
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<p class="font-semibold text-purple-700">中游</p>
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<p class="text-sm text-gray-600">动捕系统(凌云光/诺亦腾)</p>
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</div>
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<i class="fas fa-arrow-right text-purple-400"></i>
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<div class="bg-purple-300 rounded-lg px-6 py-3">
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<p class="font-semibold text-purple-700">下游</p>
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<p class="text-sm text-gray-600">机器人本体(特斯拉/优必选)</p>
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</div>
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</div>
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</div>
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<div class="bg-white rounded-xl shadow-lg p-6">
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<h3 class="font-bold text-lg mb-4 text-purple-600">核心玩家对比</h3>
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<div class="overflow-x-auto">
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<table class="w-full text-sm">
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<thead>
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<tr class="bg-purple-50">
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<th class="text-left p-3 font-semibold text-purple-700">公司</th>
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<th class="text-left p-3 font-semibold text-purple-700">技术路线</th>
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<th class="text-left p-3 font-semibold text-purple-700">客户进展</th>
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<th class="text-left p-3 font-semibold text-purple-700">风险点</th>
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</tr>
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</thead>
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<tbody>
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<tr class="border-b">
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<td class="p-3 font-medium">凌云光</td>
|
||
<td class="p-3">光学(FZmotion)</td>
|
||
<td class="p-3">已服务<strong>宇树、小米</strong></td>
|
||
<td class="p-3">影视业务占比40%,机器人占比待提升</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="p-3 font-medium">诺亦腾</td>
|
||
<td class="p-3">惯性+光学混合</td>
|
||
<td class="p-3"><strong>智元机器人</strong>供应商</td>
|
||
<td class="p-3">依赖NVIDIA生态,毛利率承压</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="p-3 font-medium">利亚德</td>
|
||
<td class="p-3">光学(OptiTrack)</td>
|
||
<td class="p-3">与松延动力共建实验室</td>
|
||
<td class="p-3">数据商业化路径未验证</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="p-3 font-medium">奥飞娱乐</td>
|
||
<td class="p-3">参股诺亦腾5%</td>
|
||
<td class="p-3">间接绑定特斯拉</td>
|
||
<td class="p-3">投资收益占比低</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<div class="mb-12">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-chart-bar mr-3 text-red-500"></i>
|
||
关联股票数据
|
||
</h2>
|
||
|
||
<div class="bg-white rounded-xl shadow-lg overflow-hidden">
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full">
|
||
<thead class="bg-gradient-to-r from-red-500 to-pink-500 text-white">
|
||
<tr>
|
||
<th class="p-4 text-left font-semibold">股票名称</th>
|
||
<th class="p-4 text-left font-semibold">分类/行业</th>
|
||
<th class="p-4 text-left font-semibold">项目/技术</th>
|
||
<th class="p-4 text-left font-semibold">应用/合作</th>
|
||
<th class="p-4 text-left font-semibold">投资理由</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b hover:bg-gray-50">
|
||
<td class="p-4 font-medium">Vicon</td>
|
||
<td class="p-4">国际巨头</td>
|
||
<td class="p-4">光学动捕</td>
|
||
<td class="p-4">特斯拉擎天柱原型测试</td>
|
||
<td class="p-4">光学动捕领域全球领先,高精度场景应用广泛</td>
|
||
</tr>
|
||
<tr class="border-b hover:bg-gray-50 bg-gray-50">
|
||
<td class="p-4 font-medium">OptiTrack</td>
|
||
<td class="p-4">国际巨头</td>
|
||
<td class="p-4">光学动捕</td>
|
||
<td class="p-4">字节跳动、米哈游等企业采购</td>
|
||
<td class="p-4">高精度光学动捕系统,被多家科技企业采用</td>
|
||
</tr>
|
||
<tr class="border-b hover:bg-gray-50">
|
||
<td class="p-4 font-medium">Xsens</td>
|
||
<td class="p-4">国际巨头</td>
|
||
<td class="p-4">惯性动捕</td>
|
||
<td class="p-4">特斯拉Optimus开发</td>
|
||
<td class="p-4">提供惯性传感器套装,支持工业级应用</td>
|
||
</tr>
|
||
<tr class="border-b hover:bg-gray-50 bg-gray-50">
|
||
<td class="p-4 font-medium">凌云光</td>
|
||
<td class="p-4">光学动捕</td>
|
||
<td class="p-4">ZMotion光学系统</td>
|
||
<td class="p-4">机器人训练、影视动画、工业仿真</td>
|
||
<td class="p-4">自主研发亚毫米级精度光学系统,覆盖多领域应用</td>
|
||
</tr>
|
||
<tr class="border-b hover:bg-gray-50">
|
||
<td class="p-4 font-medium">利亚德</td>
|
||
<td class="p-4">光学动捕</td>
|
||
<td class="p-4">OptiTrack</td>
|
||
<td class="p-4">子公司虚拟动点持有核心技术品牌</td>
|
||
<td class="p-4">通过子公司布局光学动捕技术,与松延动力合作</td>
|
||
</tr>
|
||
<tr class="border-b hover:bg-gray-50 bg-gray-50">
|
||
<td class="p-4 font-medium">度量科技</td>
|
||
<td class="p-4">光学动捕</td>
|
||
<td class="p-4">光学动捕系统</td>
|
||
<td class="p-4">高校科研市场</td>
|
||
<td class="p-4">专注科研场景的光学动捕解决方案</td>
|
||
</tr>
|
||
<tr class="border-b hover:bg-gray-50">
|
||
<td class="p-4 font-medium">瑞立视</td>
|
||
<td class="p-4">光学动捕</td>
|
||
<td class="p-4">对标Vicon</td>
|
||
<td class="p-4">工业机器人追踪及校准</td>
|
||
<td class="p-4">主攻工业级光学动捕技术</td>
|
||
</tr>
|
||
<tr class="border-b hover:bg-gray-50 bg-gray-50">
|
||
<td class="p-4 font-medium">奥飞娱乐</td>
|
||
<td class="p-4">惯性动捕</td>
|
||
<td class="p-4">惯性+光学混合方案</td>
|
||
<td class="p-4">特斯拉、智元机器人精细动作捕捉</td>
|
||
<td class="p-4">提供多模态动捕方案,服务头部机器人企业</td>
|
||
</tr>
|
||
<tr class="border-b hover:bg-gray-50">
|
||
<td class="p-4 font-medium">捷成股份</td>
|
||
<td class="p-4">惯性动捕</td>
|
||
<td class="p-4">惯导动捕技术</td>
|
||
<td class="p-4">数字人领域</td>
|
||
<td class="p-4">惯性动捕技术应用于虚拟数字人开发</td>
|
||
</tr>
|
||
<tr class="border-b hover:bg-gray-50 bg-gray-50">
|
||
<td class="p-4 font-medium">青瞳视觉</td>
|
||
<td class="p-4">关联方</td>
|
||
<td class="p-4">低延迟红外系统</td>
|
||
<td class="p-4">机器人动作测试及影视制作</td>
|
||
<td class="p-4">红外动捕技术在工业和影视领域应用</td>
|
||
</tr>
|
||
<tr class="border-b hover:bg-gray-50">
|
||
<td class="p-4 font-medium">华依科技</td>
|
||
<td class="p-4">关联方</td>
|
||
<td class="p-4">多模态训练卡位优势</td>
|
||
<td class="p-4">与凌云光合作推进机器人感知层技术</td>
|
||
<td class="p-4">多模态训练技术助力机器人感知系统</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="p-4 font-medium">天娱数科</td>
|
||
<td class="p-4">关联方</td>
|
||
<td class="p-4">动捕硬件布局</td>
|
||
<td class="p-4">数字人及机器人训练</td>
|
||
<td class="p-4">通过投资构建多模态数据集和动捕硬件生态</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险 -->
|
||
<div class="mb-12">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3 text-yellow-500"></i>
|
||
潜在风险
|
||
</h2>
|
||
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div class="bg-yellow-50 border-l-4 border-yellow-400 rounded-lg p-6">
|
||
<h3 class="font-bold text-lg mb-3 text-yellow-700">技术瓶颈</h3>
|
||
<p class="text-gray-700">光学动捕<strong>抗遮挡问题</strong>未完全解决(路演专家提及)</p>
|
||
</div>
|
||
|
||
<div class="bg-red-50 border-l-4 border-red-400 rounded-lg p-6">
|
||
<h3 class="font-bold text-lg mb-3 text-red-700">商业化风险</h3>
|
||
<p class="text-gray-700">特斯拉若转向<strong>纯视觉方案</strong>(如Optimus Gen3),可能减少动捕需求</p>
|
||
</div>
|
||
|
||
<div class="bg-orange-50 border-l-4 border-orange-400 rounded-lg p-6">
|
||
<h3 class="font-bold text-lg mb-3 text-orange-700">数据合规</h3>
|
||
<p class="text-gray-700">欧盟AI法案要求<strong>训练数据来源可追溯</strong>,可能限制数据采集</p>
|
||
</div>
|
||
|
||
<div class="bg-purple-50 border-l-4 border-purple-400 rounded-lg p-6">
|
||
<h3 class="font-bold text-lg mb-3 text-purple-700">信息矛盾</h3>
|
||
<p class="text-gray-700">路演称"国内99%用光学",但特斯拉实际采用<strong>惯性方案</strong>(Xsens)</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论 -->
|
||
<div class="mb-12">
|
||
<div class="bg-gradient-to-r from-indigo-500 to-purple-600 rounded-xl shadow-lg p-8 text-white">
|
||
<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="grid md:grid-cols-2 gap-6 mb-6">
|
||
<div>
|
||
<h3 class="font-bold text-lg mb-3">阶段判断</h3>
|
||
<p class="text-indigo-100"><strong>主题炒作→基本面驱动过渡期</strong>,2025年Q3前以设备订单验证为主</p>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="font-bold text-lg mb-3">投资方向</h3>
|
||
<ul class="text-indigo-100 space-y-1">
|
||
<li>1. <strong>硬件环节</strong>:凌云光(光学龙头)+ 诺亦腾(惯性替代)</li>
|
||
<li>2. <strong>数据服务</strong>:关注<strong>数据工厂</strong>模式(如利亚德虚拟动点)</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-white bg-opacity-20 rounded-lg p-4">
|
||
<h3 class="font-bold text-lg mb-3">关键跟踪指标</h3>
|
||
<div class="grid md:grid-cols-3 gap-4 text-sm">
|
||
<div>
|
||
<i class="fas fa-calendar-check mr-2"></i>
|
||
<strong>特斯拉B样机定点名单</strong>(2025年7月)
|
||
</div>
|
||
<div>
|
||
<i class="fas fa-chart-line mr-2"></i>
|
||
<strong>凌云光机器人业务毛利率</strong>(2025年中报)
|
||
</div>
|
||
<div>
|
||
<i class="fas fa-industry mr-2"></i>
|
||
<strong>上海数据基地设备招标量</strong>(2025年Q3)
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 text-center">
|
||
<blockquote class="text-xl font-light italic">
|
||
"动作捕捉是机器人时代的'锂矿',短期看设备订单,长期看数据垄断"
|
||
</blockquote>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化Vanta.js背景效果
|
||
VANTA.WAVES({
|
||
el: "#vanta-bg",
|
||
mouseControls: true,
|
||
touchControls: true,
|
||
gyroControls: false,
|
||
minHeight: 200.00,
|
||
minWidth: 200.00,
|
||
scale: 1.00,
|
||
scaleMobile: 1.00,
|
||
color: 0x1e40af,
|
||
shininess: 30.00,
|
||
waveHeight: 15.00,
|
||
waveSpeed: 0.75,
|
||
zoom: 0.85
|
||
});
|
||
|
||
// 添加平滑滚动效果
|
||
document.querySelectorAll('a[href^="#"]').forEach(anchor => {
|
||
anchor.addEventListener('click', function (e) {
|
||
e.preventDefault();
|
||
document.querySelector(this.getAttribute('href')).scrollIntoView({
|
||
behavior: 'smooth'
|
||
});
|
||
});
|
||
});
|
||
|
||
// 添加滚动时的渐显效果
|
||
const observerOptions = {
|
||
threshold: 0.1,
|
||
rootMargin: '0px 0px -50px 0px'
|
||
};
|
||
|
||
const observer = new IntersectionObserver(function(entries) {
|
||
entries.forEach(entry => {
|
||
if (entry.isIntersecting) {
|
||
entry.target.style.opacity = '1';
|
||
entry.target.style.transform = 'translateY(0)';
|
||
}
|
||
});
|
||
}, observerOptions);
|
||
|
||
// 观察所有卡片元素
|
||
document.querySelectorAll('.card-hover').forEach(el => {
|
||
el.style.opacity = '0';
|
||
el.style.transform = 'translateY(20px)';
|
||
el.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
|
||
observer.observe(el);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |