640 lines
29 KiB
HTML
640 lines
29 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>比亚迪兆瓦闪充 - 行业洞察报告</title>
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.tech-icon i {
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color: #60a5fa;
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.card {
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.section-title {
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font-size: 1.5rem;
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</style>
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</head>
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<body>
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- 标题区域 -->
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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 gradient-text">比亚迪兆瓦闪充</h1>
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<p class="text-lg text-slate-300 max-w-3xl mx-auto">高压快充技术引领者，开启新能源汽车充电新纪元</p>
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<div class="mt-6 flex justify-center space-x-4">
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<span class="tech-badge"><i class="fas fa-bolt mr-1"></i> 1000V高压架构</span>
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<span class="tech-badge"><i class="fas fa-tachometer-alt mr-1"></i> 10C闪充电池</span>
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<span class="tech-badge"><i class="fas fa-charging-station mr-1"></i> 1MW充电功率</span>
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<span class="tech-badge"><i class="fas fa-clock mr-1"></i> 5分钟400km</span>
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</div>
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</div>
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<!-- 概念事件时间线 -->
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<div class="card rounded-2xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 section-title">概念事件时间线</h2>
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<div class="relative">
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<div class="timeline-line"></div>
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<div class="relative mb-8 pl-8">
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<div class="timeline-dot absolute left-0 top-0"></div>
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<div class="bg-slate-800 rounded-xl p-4">
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<div class="flex justify-between items-start mb-2">
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<h3 class="text-lg font-semibold text-blue-400">超级e平台发布</h3>
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<span class="text-sm text-slate-400">2025-03-17</span>
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</div>
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<p class="text-slate-300">比亚迪发布"超级e平台"，首次量产<strong>1000V全域高压架构+10C闪充电池+3万转电机+1500V SiC功率芯片</strong>，实现<strong>1MW（1000kW）充电功率、1秒2公里、5分钟补能400km</strong>。</p>
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</div>
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</div>
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<div class="relative mb-8 pl-8">
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<div class="timeline-dot absolute left-0 top-0"></div>
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<div class="bg-slate-800 rounded-xl p-4">
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<div class="flex justify-between items-start mb-2">
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<h3 class="text-lg font-semibold text-blue-400">兆瓦闪充站计划</h3>
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<span class="text-sm text-slate-400">2025-03-26</span>
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</div>
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<p class="text-slate-300">高管李云飞确认：首批<strong>500座兆瓦闪充站</strong>将于4月初随汉L/唐L上市同步启用；全年目标自建+共建<strong>≈20,000座</strong>（5月31日公告与小桔、新电途、特来电、星星充电等合作）。</p>
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</div>
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</div>
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<div class="relative mb-8 pl-8">
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<div class="timeline-dot absolute left-0 top-0"></div>
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<div class="bg-slate-800 rounded-xl p-4">
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<div class="flex justify-between items-start mb-2">
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<h3 class="text-lg font-semibold text-blue-400">华为入局兆瓦级充电</h3>
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<span class="text-sm text-slate-400">2025-04-22</span>
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</div>
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<p class="text-slate-300">华为数字能源发布<strong>1.5MW液冷超充</strong>，行业形成"兆瓦级军备竞赛"。</p>
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</div>
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</div>
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<div class="relative pl-8">
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<div class="timeline-dot absolute left-0 top-0"></div>
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<div class="bg-slate-800 rounded-xl p-4">
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<div class="flex justify-between items-start mb-2">
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<h3 class="text-lg font-semibold text-blue-400">充电网络扩展</h3>
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<span class="text-sm text-slate-400">2025-05-31</span>
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</div>
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<p class="text-slate-300">比亚迪宣布累计建成<strong>>500座</strong>兆瓦站，覆盖全国<strong>>200城</strong>；计划再共建15,000座，总量逼近2万座。</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 rounded-2xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 section-title">核心观点摘要</h2>
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<div class="highlight p-4 rounded-xl mb-4">
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<p class="text-lg text-slate-200">兆瓦闪充已从"技术验证"进入"基建放量+车型标配"阶段；<strong>2025年将成为高压快充产业化的元年</strong>，比亚迪凭垂直整合优势率先卡位，带动SiC、液冷、储能、高压线束等千亿级增量市场。</p>
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</div>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mt-6">
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<div class="bg-slate-800 rounded-xl p-4 flex items-start">
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<div class="tech-icon">
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<i class="fas fa-microchip"></i>
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</div>
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<div>
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<h3 class="font-semibold text-blue-400 mb-1">技术突破</h3>
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<p class="text-sm text-slate-300">电池内阻↓50%+SiC耐压1500V+3万转电机+液冷枪线，解决"热-电-机械"三大瓶颈</p>
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</div>
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</div>
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<div class="bg-slate-800 rounded-xl p-4 flex items-start">
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<div class="tech-icon">
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<i class="fas fa-chart-line"></i>
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</div>
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<div>
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<h3 class="font-semibold text-blue-400 mb-1">需求拐点</h3>
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<p class="text-sm text-slate-300">800V以上车型渗透率预计从2024年8%→2027年40%，补能焦虑替代续航焦虑</p>
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</div>
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</div>
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<div class="bg-slate-800 rounded-xl p-4 flex items-start">
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<div class="tech-icon">
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<i class="fas fa-handshake"></i>
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</div>
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<div>
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<h3 class="font-semibold text-blue-400 mb-1">政策与资本共振</h3>
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<p class="text-sm text-slate-300">国家能源局《2025充电基础设施提升计划》明确"高速公路服务区≥600kW"</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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<!-- 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-2xl p-6">
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<h2 class="text-2xl font-bold mb-6 section-title">市场热度与情绪</h2>
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<div class="space-y-4">
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<div class="flex items-center justify-between">
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<span class="text-slate-300">3月17日后7天内券商深度报告</span>
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<span class="text-xl font-bold text-blue-400">>20篇</span>
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</div>
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<div class="flex items-center justify-between">
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<span class="text-slate-300">Wind"兆瓦闪充指数"3月涨幅</span>
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<span class="text-xl font-bold text-green-400">+34%</span>
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</div>
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<div class="bg-slate-800 rounded-xl p-4 mt-4">
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<h3 class="font-semibold text-blue-400 mb-2">路演反馈</h3>
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<p class="text-slate-300">机构一致看好，但担忧"电网冲击+成本过高"</p>
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</div>
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</div>
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</div>
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<div class="card rounded-2xl p-6">
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<h2 class="text-2xl font-bold mb-6 section-title">预期差</h2>
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<div class="space-y-4">
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<div class="bg-slate-800 rounded-xl p-4">
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<h3 class="font-semibold text-blue-400 mb-2">市场忽略点1</h3>
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<p class="text-slate-300">比亚迪通过"储能+智能升压"把电网瞬时需求从1000kW降到200kW，单站投资<strong>30万元</strong>（设备BOM，不含土建），低于市场预期50万。</p>
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</div>
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<div class="bg-slate-800 rounded-xl p-4">
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<h3 class="font-semibold text-blue-400 mb-2">市场忽略点2</h3>
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<p class="text-slate-300">双枪/升压技术可复用存量250kW-600kW公共桩，<strong>改造边际成本<5万元/桩</strong>，大幅降低全社会CAPEX。</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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<!-- 关键催化剂与未来发展路径 -->
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<div class="card rounded-2xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 section-title">关键催化剂与未来发展路径</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
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<div>
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<h3 class="text-xl font-semibold text-blue-400 mb-4">近期（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 text-white text-xs font-bold mr-3 mt-1">1</div>
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<div>
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<h4 class="font-semibold text-slate-200">4-6月汉L/唐L交付数据</h4>
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<p class="text-sm text-slate-400">若首月闪充版订单占比>30%，将验证高端用户付费意愿</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 text-white text-xs font-bold mr-3 mt-1">2</div>
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<div>
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<h4 class="font-semibold text-slate-200">6月国网第二批招标</h4>
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<p class="text-sm text-slate-400">预计明确1000V模块技术标准，比亚迪、华为、特来电份额成焦点</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 text-white text-xs font-bold mr-3 mt-1">3</div>
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<div>
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<h4 class="font-semibold text-slate-200">7月欧盟E-Vehicle快充法规</h4>
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<p class="text-sm text-slate-400">若将≥1MW纳入补贴目录，将打开出口空间</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-xl font-semibold text-blue-400 mb-4">长期（2025-2027）</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-green-500 rounded-full w-6 h-6 flex items-center justify-center text-white text-xs font-bold mr-3 mt-1">1</div>
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<div>
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<h4 class="font-semibold text-slate-2025H2">2025H2</h4>
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<p class="text-sm text-slate-400">技术下放至20万元车型（秦L、宋L改款），带动渗透率15%</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-6 h-6 flex items-center justify-center text-white text-xs font-bold mr-3 mt-1">2</div>
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<div>
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<h4 class="font-semibold text-slate-200">2026</h4>
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<p class="text-sm text-slate-400">固态电池+兆瓦闪充组合，续航1000km+10C充电，冲击插混市场</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-6 h-6 flex items-center justify-center text-white text-xs font-bold mr-3 mt-1">3</div>
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<div>
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<h4 class="font-semibold text-slate-200">2027</h4>
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<p class="text-sm text-slate-400">形成"车-桩-储-网"一体化运营，比亚迪充电业务分拆上市预期升温</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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</div>
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<!-- 产业链图谱 -->
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<div class="card rounded-2xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 section-title">产业链图谱</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 rounded-xl p-5">
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<h3 class="text-lg font-semibold text-blue-400 mb-4 flex items-center">
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<i class="fas fa-atom mr-2"></i> 上游材料
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</h3>
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<div class="space-y-3">
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<div class="flex items-center justify-between">
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<span class="text-slate-300">SiC衬底</span>
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<span class="text-blue-400 font-medium">天岳先进</span>
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</div>
|
||
<div class="flex items-center justify-between">
|
||
<span class="text-slate-300">碳纳米管</span>
|
||
<span class="text-blue-400 font-medium">天奈科技</span>
|
||
</div>
|
||
<div class="flex items-center justify-between">
|
||
<span class="text-slate-300">PAA粘结剂</span>
|
||
<span class="text-blue-400 font-medium">日播时尚</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 rounded-xl p-5">
|
||
<h3 class="text-lg font-semibold text-blue-400 mb-4 flex items-center">
|
||
<i class="fas fa-microchip mr-2"></i> 中游器件
|
||
</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-center justify-between">
|
||
<span class="text-slate-300">SiC模块</span>
|
||
<span class="text-blue-400 font-medium">比亚迪半导体、斯达半导</span>
|
||
</div>
|
||
<div class="flex items-center justify-between">
|
||
<span class="text-slate-300">液冷枪线</span>
|
||
<span class="text-blue-400 font-medium">永贵电器、鑫宏业</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 rounded-xl p-5">
|
||
<h3 class="text-lg font-semibold text-blue-400 mb-4 flex items-center">
|
||
<i class="fas fa-charging-station mr-2"></i> 下游基建
|
||
</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-center justify-between">
|
||
<span class="text-slate-300">充电桩集成</span>
|
||
<span class="text-blue-400 font-medium">特锐德、盛弘股份</span>
|
||
</div>
|
||
<div class="flex items-center justify-between">
|
||
<span class="text-slate-300">储能系统</span>
|
||
<span class="text-blue-400 font-medium">比亚迪储能、阳光电源</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<div class="card rounded-2xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">关联股票</h2>
|
||
|
||
<div class="table-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-3 px-4 text-slate-400 font-medium">股票</th>
|
||
<th class="text-left py-3 px-4 text-slate-400 font-medium">项目</th>
|
||
<th class="text-left py-3 px-4 text-slate-400 font-medium">产业链</th>
|
||
<th class="text-left py-3 px-4 text-slate-400 font-medium">产品/合作方</th>
|
||
<th class="text-left py-3 px-4 text-slate-400 font-medium">投资逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-400">比亚迪(002594)</td>
|
||
<td class="py-3 px-4">高压快充</td>
|
||
<td class="py-3 px-4">整车制造</td>
|
||
<td class="py-3 px-4">闪充技术</td>
|
||
<td class="py-3 px-4">发布'兆瓦闪充'技术，支持5分钟充电400公里续航</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-400">泰永长征(002927)</td>
|
||
<td class="py-3 px-4">高压快充</td>
|
||
<td class="py-3 px-4">充电桩设备</td>
|
||
<td class="py-3 px-4">合作方：比亚迪</td>
|
||
<td class="py-3 px-4">1000V高压快充产品已上市，与比亚迪合作充电桩及配套低压电器</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-400">京泉华(002885)</td>
|
||
<td class="py-3 px-4">高压快充</td>
|
||
<td class="py-3 px-4">电气控制组件</td>
|
||
<td class="py-3 px-4">客户：华为/比亚迪</td>
|
||
<td class="py-3 px-4">车载磁性器件产品应用于新能源汽车电气电控总成，已积累优质客户资源</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-400">欣锐科技(300745)</td>
|
||
<td class="py-3 px-4">高压快充</td>
|
||
<td class="py-3 px-4">充电桩核心部件</td>
|
||
<td class="py-3 px-4">SCM超级快充模块</td>
|
||
<td class="py-3 px-4">大功率直流充电桩核心模块供应商，支持比亚迪技术创新</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-400">富特科技(301607)</td>
|
||
<td class="py-3 px-4">高压快充</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">液冷超充桩电源模块</td>
|
||
<td class="py-3 px-4">新一代液冷超充桩电源模块已量产，实现新能源汽车高效充电</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-400">鑫宏业(301310)</td>
|
||
<td class="py-3 px-4">高压快充</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">新能源汽车线缆</td>
|
||
<td class="py-3 px-4">布局充电桩快充高压线缆，最大输电电流可达800A</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-400">永贵电器(300351)</td>
|
||
<td class="py-3 px-4">高压快充</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">液冷充电枪</td>
|
||
<td class="py-3 px-4">大功率液冷充电枪解决快充散热问题，技术达国际先进水平</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-400">威迈斯(688612)</td>
|
||
<td class="py-3 px-4">高压快充</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">客户：比亚迪</td>
|
||
<td class="py-3 px-4">2023年车载充电机出货量排名第二，市场份额16.3%</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-400">天富能源(600509)</td>
|
||
<td class="py-3 px-4">碳化硅</td>
|
||
<td class="py-3 px-4">半导体材料</td>
|
||
<td class="py-3 px-4">合作方：合肥市长丰县</td>
|
||
<td class="py-3 px-4">布局第三代半导体碳化硅新材料产业</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-400">露笑科技(002617)</td>
|
||
<td class="py-3 px-4">碳化硅</td>
|
||
<td class="py-3 px-4">碳化硅衬底</td>
|
||
<td class="py-3 px-4">合作方：合肥市长丰县</td>
|
||
<td class="py-3 px-4">共同投资建设第三代功率半导体（碳化硅）产业园</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-400">天岳先进(688234)</td>
|
||
<td class="py-3 px-4">碳化硅</td>
|
||
<td class="py-3 px-4">衬底材料</td>
|
||
<td class="py-3 px-4">宽禁带半导体</td>
|
||
<td class="py-3 px-4">国内领先的碳化硅衬底生产商，产品应用于功率器件</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-400">三安光电(600703)</td>
|
||
<td class="py-3 px-4">碳化硅</td>
|
||
<td class="py-3 px-4">化合物半导体</td>
|
||
<td class="py-3 px-4">年产6000吨</td>
|
||
<td class="py-3 px-4">湖南三安投资建设碳化硅等化合物半导体研发及产业化项目</td>
|
||
</tr>
|
||
<tr class="hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-400">科创新材(833580)</td>
|
||
<td class="py-3 px-4">碳化硅</td>
|
||
<td class="py-3 px-4">材料供应</td>
|
||
<td class="py-3 px-4">年产6000吨</td>
|
||
<td class="py-3 px-4">投资建设新能源电池材料用碳化硅复合材料项目</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card rounded-2xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">潜在风险与挑战</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-slate-800 rounded-xl p-5">
|
||
<h3 class="text-lg font-semibold text-red-400 mb-3 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-2"></i> 技术风险
|
||
</h3>
|
||
<p class="text-slate-300">高倍率循环寿命仍需验证（目前10C循环>1000次，目标1500次）</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 rounded-xl p-5">
|
||
<h3 class="text-lg font-semibold text-red-400 mb-3 flex items-center">
|
||
<i class="fas fa-dollar-sign mr-2"></i> 商业化风险
|
||
</h3>
|
||
<p class="text-slate-300">单桩设备成本30万+储能10万，若利用率<8次/日，静态回收期>5年</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 rounded-xl p-5">
|
||
<h3 class="text-lg font-semibold text-red-400 mb-3 flex items-center">
|
||
<i class="fas fa-landmark mr-2"></i> 政策风险
|
||
</h3>
|
||
<p class="text-slate-300">若2025年国网对1MW以上站点收取额外容量费，IRR将下降3-5pct</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 rounded-xl p-5">
|
||
<h3 class="text-lg font-semibold text-red-400 mb-3 flex items-center">
|
||
<i class="fas fa-balance-scale mr-2"></i> 信息矛盾
|
||
</h3>
|
||
<p class="text-slate-300">比亚迪宣称"1秒2公里"，实测媒体反馈"5分钟400km需SOC 10-60%区间"，<strong>峰值功率维持时间<3分钟</strong>，存在宣传与体验落差</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card rounded-2xl p-6">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">综合结论与投资启示</h2>
|
||
|
||
<div class="highlight p-4 rounded-xl mb-6">
|
||
<p class="text-lg text-slate-200">阶段判断：兆瓦闪充已从主题炒作进入<strong>订单与交付驱动的基本面阶段</strong></p>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-blue-400 mb-4">最具价值环节</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-6">
|
||
<div class="bg-slate-800 rounded-xl p-5">
|
||
<div class="flex items-center mb-3">
|
||
<div class="bg-blue-500 rounded-full w-8 h-8 flex items-center justify-center text-white font-bold mr-3">1</div>
|
||
<h4 class="font-semibold text-slate-200">SiC功率链（衬底→模块→系统）</h4>
|
||
</div>
|
||
<p class="text-slate-300">技术壁垒最高，2025-2027年CAGR>50%</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 rounded-xl p-5">
|
||
<div class="flex items-center mb-3">
|
||
<div class="bg-blue-500 rounded-full w-8 h-8 flex items-center justify-center text-white font-bold mr-3">2</div>
|
||
<h4 class="font-semibold text-slate-200">液冷枪线及高压连接</h4>
|
||
</div>
|
||
<p class="text-slate-300">ASP高、竞争格局好，永贵电器、鑫宏业弹性最大</p>
|
||
</div>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-blue-400 mb-4">跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-slate-800 rounded-xl p-4">
|
||
<h4 class="font-semibold text-slate-200 mb-2">月度桩数</h4>
|
||
<p class="text-sm text-slate-300">比亚迪APP公开"已上线兆瓦站"数量（当前>500座，目标年底2000座）</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 rounded-xl p-4">
|
||
<h4 class="font-semibold text-slate-200 mb-2">SiC渗透率</h4>
|
||
<p class="text-sm text-slate-300">800V以上车型中SiC模块用量（颗/车），2025年预计从0.8→2.5颗</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 rounded-xl p-4">
|
||
<h4 class="font-semibold text-slate-200 mb-2">单桩利用率</h4>
|
||
<p class="text-sm text-slate-300">第三方平台（小桔、特来电）公布的兆瓦桩日均充电次数，盈亏平衡点≈6次/日</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 添加页面加载动画
|
||
document.addEventListener('DOMContentLoaded', function() {
|
||
const cards = document.querySelectorAll('.card');
|
||
|
||
const observer = new IntersectionObserver((entries) => {
|
||
entries.forEach(entry => {
|
||
if (entry.isIntersecting) {
|
||
entry.target.style.opacity = '0';
|
||
entry.target.style.transform = 'translateY(20px)';
|
||
|
||
setTimeout(() => {
|
||
entry.target.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
|
||
entry.target.style.opacity = '1';
|
||
entry.target.style.transform = 'translateY(0)';
|
||
}, 100);
|
||
|
||
observer.unobserve(entry.target);
|
||
}
|
||
});
|
||
});
|
||
|
||
cards.forEach(card => {
|
||
observer.observe(card);
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |