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<!DOCTYPE html>
<html lang="zh-CN">
<head>
<meta charset="utf-8" />
<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
<title>理想汽车概念分析报告</title>
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<script src="https://cdnjs.cloudflare.com/ajax/libs/vanta/0.5.24/vanta.waves.min.js"></script>
<style>
body {
font-family: 'Inter', sans-serif;
}
.gradient-bg {
background: linear-gradient(135deg, #1e3a8a 0%, #3730a3 50%, #4c1d95 100%);
}
.card-shadow {
box-shadow: 0 10px 30px rgba(0, 0, 0, 0.1);
}
.timeline-dot {
width: 16px;
height: 16px;
border-radius: 50%;
background-color: #3b82f6;
position: absolute;
left: -8px;
top: 6px;
}
.timeline-line {
position: absolute;
left: 0;
top: 22px;
bottom: -10px;
width: 2px;
background-color: #e5e7eb;
}
.timeline-item:last-child .timeline-line {
display: none;
}
#particles-js {
position: fixed;
width: 100%;
height: 100%;
top: 0;
left: 0;
z-index: -1;
}
.content-wrapper {
position: relative;
z-index: 1;
}
.highlight-text {
background: linear-gradient(120deg, #3b82f6 0%, #8b5cf6 100%);
-webkit-background-clip: text;
-webkit-text-fill-color: transparent;
background-clip: text;
}
.stock-table {
overflow-x: visible !important;
}
@media (max-width: 640px) {
.stock-table {
font-size: 0.75rem;
}
}
</style>
</head>
<body class="bg-gray-50">
<div id="particles-js"></div>
<div class="content-wrapper min-h-screen py-8 px-4 sm:px-6 lg:px-8">
<!-- 标题部分 -->
<div class="max-w-7xl mx-auto mb-12">
<div class="text-center">
<h1 class="text-4xl md:text-5xl font-bold text-gray-900 mb-4">理想汽车概念分析</h1>
<p class="text-xl text-gray-600 max-w-3xl mx-auto">AI转型+纯电破局的关键拐点</p>
<div class="mt-6 flex justify-center space-x-4">
<span class="px-4 py-2 bg-blue-100 text-blue-800 rounded-full text-sm font-medium">新能源汽车</span>
<span class="px-4 py-2 bg-purple-100 text-purple-800 rounded-full text-sm font-medium">智能驾驶</span>
<span class="px-4 py-2 bg-indigo-100 text-indigo-800 rounded-full text-sm font-medium">AI生态</span>
</div>
</div>
</div>
<!-- 时间轴部分 -->
<div class="max-w-7xl mx-auto mb-12">
<div class="bg-white rounded-2xl card-shadow p-6 md:p-8">
<h2 class="text-2xl font-bold text-gray-900 mb-6">概念事件时间轴</h2>
<div class="space-y-6">
<div class="timeline-item relative pl-8">
<div class="timeline-dot"></div>
<div class="timeline-line"></div>
<div class="bg-blue-50 rounded-lg p-4">
<h3 class="font-semibold text-blue-900">2024年3月</h3>
<p class="text-gray-700 mt-1">首款纯电MPV <span class="font-medium">MEGA</span> 上市售价55.98万元搭载800V高压平台+5C超充但首月销量仅<span class="text-red-600 font-medium">1,100辆</span>(低于预期)。</p>
</div>
</div>
<div class="timeline-item relative pl-8">
<div class="timeline-dot"></div>
<div class="timeline-line"></div>
<div class="bg-blue-50 rounded-lg p-4">
<h3 class="font-semibold text-blue-900">2024年7月</h3>
<p class="text-gray-700 mt-1">无图城市NOA全量推送智驾里程累计<span class="text-green-600 font-medium">23亿公里</span>(国内仅次于特斯拉)。</p>
</div>
</div>
<div class="timeline-item relative pl-8">
<div class="timeline-dot"></div>
<div class="timeline-line"></div>
<div class="bg-blue-50 rounded-lg p-4">
<h3 class="font-semibold text-blue-900">2024年12月</h3>
<p class="text-gray-700 mt-1">宣布从"车企"转型为"AI公司",发布<span class="font-medium">MindGPT 3.0</span>大模型,并开源车载系统<span class="font-medium">理想星环OS</span></p>
</div>
</div>
<div class="timeline-item relative pl-8">
<div class="timeline-dot"></div>
<div class="timeline-line"></div>
<div class="bg-blue-50 rounded-lg p-4">
<h3 class="font-semibold text-blue-900">2025年2月</h3>
<p class="text-gray-700 mt-1">纯电SUV <span class="font-medium">i8</span> 外观发布预计7月上市目标月销<span class="text-green-600 font-medium">5,000辆</span>(国海证券预测)。</p>
</div>
</div>
<div class="timeline-item relative pl-8">
<div class="timeline-dot"></div>
<div class="bg-blue-50 rounded-lg p-4">
<h3 class="font-semibold text-blue-900">2025年5月</h3>
<p class="text-gray-700 mt-1">业绩会指引大超预期,提出<span class="text-green-600 font-medium">2026年营收3,000亿元</span>隐含年销100万辆股价单日大涨<span class="text-green-600 font-medium">12%</span>美股LI</p>
</div>
</div>
</div>
</div>
</div>
<!-- 核心观点摘要 -->
<div class="max-w-7xl mx-auto mb-12">
<div class="bg-gradient-to-r from-blue-600 to-purple-700 rounded-2xl card-shadow p-6 md:p-8 text-white">
<h2 class="text-2xl font-bold mb-6">核心观点摘要</h2>
<div class="bg-white/10 backdrop-blur-sm rounded-lg p-6">
<p class="text-lg leading-relaxed">
理想汽车正处于<span class="text-yellow-300 font-bold">"AI转型+纯电破局"</span>的关键拐点:
</p>
<div class="mt-4 grid md:grid-cols-2 gap-4">
<div class="bg-white/10 rounded-lg p-4">
<h3 class="font-semibold text-yellow-300 mb-2">短期2025H2</h3>
<p class="text-sm">i8/i6纯电车型上市将验证其30-40万元纯电市场的竞争力叠加超充网络1.3万根充电桩和智驾技术城市NOA覆盖率99%有望复制L系列在增程市场的成功。</p>
</div>
<div class="bg-white/10 rounded-lg p-4">
<h3 class="font-semibold text-yellow-300 mb-2">长期2026-2027</h3>
<p class="text-sm">若VLA模型实现L4级自动驾驶理想将从"车企"升级为"AI生态入口"估值体系或从15倍PE切换至25倍AI溢价。</p>
</div>
</div>
</div>
</div>
</div>
<!-- 核心逻辑与市场认知分析 -->
<div class="max-w-7xl mx-auto mb-12">
<div class="bg-white rounded-2xl card-shadow p-6 md:p-8">
<h2 class="text-2xl font-bold text-gray-900 mb-6">核心逻辑与市场认知分析</h2>
<h3 class="text-xl font-semibold text-gray-800 mb-4">核心驱动力</h3>
<div class="overflow-x-auto">
<table class="min-w-full divide-y divide-gray-200">
<thead class="bg-gray-50">
<tr>
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">维度</th>
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">数据验证</th>
</tr>
</thead>
<tbody class="bg-white divide-y divide-gray-200">
<tr>
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">技术</td>
<td class="px-6 py-4 text-gray-700"><span class="font-semibold">VLA模型</span>2025年迭代至1000万Clips当前200万MPI接管里程提升30%。</td>
</tr>
<tr>
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">数据</td>
<td class="px-6 py-4 text-gray-700"><span class="font-semibold">91万车主</span>贡献23亿公里智驾数据2024年8月增速2亿公里/月。</td>
</tr>
<tr>
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">商业化</td>
<td class="px-6 py-4 text-gray-700"><span class="font-semibold">高配车型占比70%</span>2024Q2AD Max选装率50%+单车毛利提升0.6%。</td>
</tr>
</tbody>
</table>
</div>
<h3 class="text-xl font-semibold text-gray-800 mt-8 mb-4">市场认知分歧</h3>
<div class="grid md:grid-cols-2 gap-6">
<div class="bg-green-50 rounded-lg p-5">
<h4 class="font-semibold text-green-800 mb-3">乐观派(国金/天风)</h4>
<p class="text-gray-700">认为纯电周期启动+AI变现2026年净利润210亿元对应20倍PE市值4,200亿元</p>
</div>
<div class="bg-red-50 rounded-lg p-5">
<h4 class="font-semibold text-red-800 mb-3">谨慎派(部分外资)</h4>
<p class="text-gray-700">担忧MEGA失利阴影纯电车型可能重蹈覆辙2024年MEGA销量仅1.1万辆低于预期3万辆</p>
</div>
</div>
<h3 class="text-xl font-semibold text-gray-800 mt-8 mb-4">预期差</h3>
<div class="space-y-4">
<div class="bg-blue-50 rounded-lg p-5">
<h4 class="font-semibold text-blue-800 mb-2">被低估的点</h4>
<ul class="list-disc list-inside text-gray-700 space-y-2">
<li><span class="font-medium">超充网络壁垒</span>自建1,862座超充站行业第一5C快充体验优于特斯拉V312分钟补能500km</li>
<li><span class="font-medium">AI变现路径</span>理想同学App2024年12月上线已接入DeepSeek R1未来可能向Robotaxi/智能工业输出技术。</li>
</ul>
</div>
</div>
</div>
</div>
<!-- 关键催化剂与未来发展路径 -->
<div class="max-w-7xl mx-auto mb-12">
<div class="bg-white rounded-2xl card-shadow p-6 md:p-8">
<h2 class="text-2xl font-bold text-gray-900 mb-6">关键催化剂与未来发展路径</h2>
<h3 class="text-xl font-semibold text-gray-800 mb-4">近期催化剂2025H2</h3>
<div class="space-y-4">
<div class="border-l-4 border-blue-500 pl-4">
<h4 class="font-semibold text-gray-800">1. i8上市7月</h4>
<p class="text-gray-700 mt-1">若首月订单破1万辆参考L6首销4.1万辆),将打破"纯电不行"的质疑。</p>
</div>
<div class="border-l-4 border-purple-500 pl-4">
<h4 class="font-semibold text-gray-800">2. 智驾数据里程碑</h4>
<p class="text-gray-700 mt-1">2025年10月智驾里程突破50亿公里触发L3级自动驾驶政策落地。</p>
</div>
</div>
<h3 class="text-xl font-semibold text-gray-800 mt-8 mb-4">长期路径2026-2027</h3>
<div class="space-y-4">
<div class="bg-gradient-to-r from-blue-50 to-purple-50 rounded-lg p-5">
<h4 class="font-semibold text-gray-800 mb-2">阶段12026</h4>
<p class="text-gray-700">纯电车型月销2万辆i8+i6贡献营收600亿元占比30%)。</p>
</div>
<div class="bg-gradient-to-r from-purple-50 to-indigo-50 rounded-lg p-5">
<h4 class="font-semibold text-gray-800 mb-2">阶段22027</h4>
<p class="text-gray-700">VLA模型开放API向第三方车企授权AI收入占比超10%参考特斯拉FSD授权模式</p>
</div>
</div>
</div>
</div>
<!-- 产业链与核心公司深度剖析 -->
<div class="max-w-7xl mx-auto mb-12">
<div class="bg-white rounded-2xl card-shadow p-6 md:p-8">
<h2 class="text-2xl font-bold text-gray-900 mb-6">产业链与核心公司深度剖析</h2>
<h3 class="text-xl font-semibold text-gray-800 mb-4">产业链图谱</h3>
<div class="flex flex-wrap justify-center gap-4 mb-8">
<div class="bg-blue-100 rounded-lg px-6 py-3 text-center">
<h4 class="font-semibold text-blue-800">上游</h4>
<p class="text-sm text-blue-700 mt-1">宁德时代、英伟达、禾赛科技</p>
</div>
<div class="bg-purple-100 rounded-lg px-6 py-3 text-center">
<h4 class="font-semibold text-purple-800">中游</h4>
<p class="text-sm text-purple-700 mt-1">理想汽车(整车+AI系统</p>
</div>
<div class="bg-indigo-100 rounded-lg px-6 py-3 text-center">
<h4 class="font-semibold text-indigo-800">下游</h4>
<p class="text-sm text-indigo-700 mt-1">直营渠道+超充网络</p>
</div>
</div>
<h3 class="text-xl font-semibold text-gray-800 mb-4">核心玩家对比</h3>
<div class="overflow-x-auto">
<table class="min-w-full divide-y divide-gray-200">
<thead class="bg-gray-50">
<tr>
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">角色</th>
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">关键数据</th>
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险点</th>
</tr>
</thead>
<tbody class="bg-white divide-y divide-gray-200">
<tr>
<td class="px-6 py-4 whitespace-nowrap font-bold text-blue-600">理想</td>
<td class="px-6 py-4 text-gray-700">整车+AI</td>
<td class="px-6 py-4 text-gray-700">智驾数据23亿公里国内第二</td>
<td class="px-6 py-4 text-gray-700">纯电车型销量不及预期</td>
</tr>
<tr>
<td class="px-6 py-4 whitespace-nowrap font-bold text-gray-800">华为</td>
<td class="px-6 py-4 text-gray-700">智驾供应商</td>
<td class="px-6 py-4 text-gray-700">ADS 3.0覆盖30城</td>
<td class="px-6 py-4 text-gray-700">与车企合作模式受限</td>
</tr>
<tr>
<td class="px-6 py-4 whitespace-nowrap font-bold text-gray-800">小鹏</td>
<td class="px-6 py-4 text-gray-700">智驾追赶者</td>
<td class="px-6 py-4 text-gray-700">XNGP渗透率20%</td>
<td class="px-6 py-4 text-gray-700">数据量不足12亿公里</td>
</tr>
</tbody>
</table>
</div>
<h3 class="text-xl font-semibold text-gray-800 mt-8 mb-4">验证与证伪</h3>
<div class="grid md:grid-cols-2 gap-6">
<div class="bg-green-50 rounded-lg p-5">
<h4 class="font-semibold text-green-800 mb-3">印证</h4>
<p class="text-gray-700">2024年AD Max车型毛利率22%高于Pro版19%),验证"智驾溢价"逻辑。</p>
</div>
<div class="bg-red-50 rounded-lg p-5">
<h4 class="font-semibold text-red-800 mb-3">矛盾</h4>
<p class="text-gray-700">研报预测2025年纯电销量10万辆但供应链反馈i8排产仅5,000辆/月,需跟踪订单转化。</p>
</div>
</div>
</div>
</div>
<!-- 潜在风险与挑战 -->
<div class="max-w-7xl mx-auto mb-12">
<div class="bg-white rounded-2xl card-shadow p-6 md:p-8">
<h2 class="text-2xl font-bold text-gray-900 mb-6">潜在风险与挑战</h2>
<div class="overflow-x-auto">
<table class="min-w-full divide-y divide-gray-200">
<thead class="bg-gray-50">
<tr>
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险类型</th>
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">具体表现</th>
</tr>
</thead>
<tbody class="bg-white divide-y divide-gray-200">
<tr>
<td class="px-6 py-4 whitespace-nowrap font-medium text-red-600">技术</td>
<td class="px-6 py-4 text-gray-700">VLA模型需50亿公里数据训练当前26亿corner case覆盖率不足5%。</td>
</tr>
<tr>
<td class="px-6 py-4 whitespace-nowrap font-medium text-orange-600">商业化</td>
<td class="px-6 py-4 text-gray-700">纯电车型成本比增程高1万元电池80kWh vs 40kWh价格战下毛利承压。</td>
</tr>
<tr>
<td class="px-6 py-4 whitespace-nowrap font-medium text-yellow-600">政策</td>
<td class="px-6 py-4 text-gray-700">L3级自动驾驶法规2025年Q4才落地可能延迟Robotaxi商业化。</td>
</tr>
<tr>
<td class="px-6 py-4 whitespace-nowrap font-medium text-purple-600">信息矛盾</td>
<td class="px-6 py-4 text-gray-700">国金预测2026年销量100万辆但产能规划仅80万辆常州+北京基地)。</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
<!-- 综合结论与投资启示 -->
<div class="max-w-7xl mx-auto mb-12">
<div class="bg-gradient-to-r from-indigo-600 to-purple-700 rounded-2xl card-shadow p-6 md:p-8 text-white">
<h2 class="text-2xl font-bold mb-6">综合结论与投资启示</h2>
<div class="bg-white/10 backdrop-blur-sm rounded-lg p-6">
<p class="text-lg leading-relaxed mb-4">
理想汽车已从"增程龙头"升级为"AI+纯电"双轮驱动,<span class="text-yellow-300 font-bold">2025H2是验证拐点</span>
</p>
<div class="space-y-4">
<div class="flex items-start">
<span class="text-green-400 mr-2"></span>
<p><span class="font-semibold">主题炒作阶段结束</span>:市场不再纠结"MEGA失败"转而关注i8订单和智驾数据的兑现。</p>
</div>
<div class="flex items-start">
<span class="text-green-400 mr-2"></span>
<p><span class="font-semibold">基本面驱动启动</span>若i8月销5,000辆概率70%2025年净利润122亿元当前估值18倍PE存在30%上行空间。</p>
</div>
</div>
<h3 class="text-xl font-semibold mt-6 mb-4">投资方向</h3>
<div class="grid md:grid-cols-2 gap-4">
<div class="bg-yellow-400/20 rounded-lg p-4">
<h4 class="font-semibold text-yellow-300 mb-2">首选</h4>
<p class="text-sm">理想汽车-W02015.HK弹性最大AI+纯电双重催化)。</p>
</div>
<div class="bg-blue-400/20 rounded-lg p-4">
<h4 class="font-semibold text-blue-300 mb-2">次选</h4>
<p class="text-sm">德赛西威(智能座舱域控制器)、保隆科技(空气悬架),受益于理想供应链升级。</p>
</div>
</div>
<h3 class="text-xl font-semibold mt-6 mb-4">跟踪指标</h3>
<div class="space-y-3">
<div class="flex items-center">
<span class="bg-white/20 rounded-full w-6 h-6 flex items-center justify-center text-sm mr-3">1</span>
<p><span class="font-semibold">i8大定数据</span>8月12日前需突破1万辆当前供应链排产大几千台</p>
</div>
<div class="flex items-center">
<span class="bg-white/20 rounded-full w-6 h-6 flex items-center justify-center text-sm mr-3">2</span>
<p><span class="font-semibold">智驾渗透率</span>AD Max车型占比需维持50%+2024Q2为63%)。</p>
</div>
<div class="flex items-center">
<span class="bg-white/20 rounded-full w-6 h-6 flex items-center justify-center text-sm mr-3">3</span>
<p><span class="font-semibold">超充利用率</span>:单桩日均充电次数>10次当前MEGA用户13.9分钟/次)。</p>
</div>
</div>
</div>
</div>
</div>
<!-- 关联股票表格 -->
<div class="max-w-7xl mx-auto mb-12">
<div class="bg-white rounded-2xl card-shadow p-6 md:p-8">
<h2 class="text-2xl font-bold text-gray-900 mb-6">关联股票</h2>
<div class="stock-table overflow-x-auto">
<table class="min-w-full divide-y divide-gray-200">
<thead class="bg-gray-50">
<tr>
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票名称</th>
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产业链</th>
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">关联原因</th>
</tr>
</thead>
<tbody class="bg-white divide-y divide-gray-200">
<tr>
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">捷众科技</td>
<td class="px-4 py-3 text-gray-700">车身内饰</td>
<td class="px-4 py-3 text-gray-700">车身内饰供应商</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">明新旭腾</td>
<td class="px-4 py-3 text-gray-700">车身内饰</td>
<td class="px-4 py-3 text-gray-700">车身内饰供应商</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">豪能股份</td>
<td class="px-4 py-3 text-gray-700">车身内饰</td>
<td class="px-4 py-3 text-gray-700">车身内饰供应商</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">银轮股份</td>
<td class="px-4 py-3 text-gray-700">车身内饰</td>
<td class="px-4 py-3 text-gray-700">车身内饰供应商</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">松原股份</td>
<td class="px-4 py-3 text-gray-700">车身内饰</td>
<td class="px-4 py-3 text-gray-700">车身内饰供应商</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">星宇股份</td>
<td class="px-4 py-3 text-gray-700">车身内饰</td>
<td class="px-4 py-3 text-gray-700">车身内饰供应商</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">常熟汽饰</td>
<td class="px-4 py-3 text-gray-700">车身内饰</td>
<td class="px-4 py-3 text-gray-700">车身内饰供应商</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">香山股份</td>
<td class="px-4 py-3 text-gray-700">车身内饰</td>
<td class="px-4 py-3 text-gray-700">车身内饰供应商</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">文灿股份</td>
<td class="px-4 py-3 text-gray-700">车身内饰</td>
<td class="px-4 py-3 text-gray-700">车身内饰供应商</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">新泉股份</td>
<td class="px-4 py-3 text-gray-700">车身内饰</td>
<td class="px-4 py-3 text-gray-700">车身内饰供应商</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">继峰股份</td>
<td class="px-4 py-3 text-gray-700">车身内饰</td>
<td class="px-4 py-3 text-gray-700">车身内饰供应商</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">保隆科技</td>
<td class="px-4 py-3 text-gray-700">车身内饰</td>
<td class="px-4 py-3 text-gray-700">车身内饰供应商</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">福耀玻璃</td>
<td class="px-4 py-3 text-gray-700">车身内饰</td>
<td class="px-4 py-3 text-gray-700">车身内饰供应商</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">博俊科技</td>
<td class="px-4 py-3 text-gray-700">车身内饰</td>
<td class="px-4 py-3 text-gray-700">车身内饰供应商</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">新泉股份</td>
<td class="px-4 py-3 text-gray-700">智能座舱</td>
<td class="px-4 py-3 text-gray-700">智能座舱供应商</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">宸展光电</td>
<td class="px-4 py-3 text-gray-700">智能座舱</td>
<td class="px-4 py-3 text-gray-700">智能座舱供应商</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">德赛西威</td>
<td class="px-4 py-3 text-gray-700">智能座舱</td>
<td class="px-4 py-3 text-gray-700">智能座舱供应商</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">华阳集团</td>
<td class="px-4 py-3 text-gray-700">智能座舱</td>
<td class="px-4 py-3 text-gray-700">智能座舱供应商</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">科博达</td>
<td class="px-4 py-3 text-gray-700">智能座舱</td>
<td class="px-4 py-3 text-gray-700">智能座舱供应商</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">上声电子</td>
<td class="px-4 py-3 text-gray-700">智能座舱</td>
<td class="px-4 py-3 text-gray-700">智能座舱供应商</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">和胜股份</td>
<td class="px-4 py-3 text-gray-700">动力底盘</td>
<td class="px-4 py-3 text-gray-700">动力底盘供应商</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">旭升集团</td>
<td class="px-4 py-3 text-gray-700">动力底盘</td>
<td class="px-4 py-3 text-gray-700">动力底盘供应商</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">威迈斯</td>
<td class="px-4 py-3 text-gray-700">动力底盘</td>
<td class="px-4 py-3 text-gray-700">动力底盘供应商</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">华达科技</td>
<td class="px-4 py-3 text-gray-700">动力底盘</td>
<td class="px-4 py-3 text-gray-700">动力底盘供应商</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">伯特利</td>
<td class="px-4 py-3 text-gray-700">动力底盘</td>
<td class="px-4 py-3 text-gray-700">动力底盘供应商</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">爱柯迪</td>
<td class="px-4 py-3 text-gray-700">动力底盘</td>
<td class="px-4 py-3 text-gray-700">动力底盘供应商</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">拓普集团</td>
<td class="px-4 py-3 text-gray-700">动力底盘</td>
<td class="px-4 py-3 text-gray-700">动力底盘供应商</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">中鼎股份</td>
<td class="px-4 py-3 text-gray-700">动力底盘</td>
<td class="px-4 py-3 text-gray-700">动力底盘供应商</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">沪光股份</td>
<td class="px-4 py-3 text-gray-700">动力底盘</td>
<td class="px-4 py-3 text-gray-700">动力底盘供应商</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">西上海</td>
<td class="px-4 py-3 text-gray-700">合作供货</td>
<td class="px-4 py-3 text-gray-700">合作供货商</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">满坤科技</td>
<td class="px-4 py-3 text-gray-700">合作供货</td>
<td class="px-4 py-3 text-gray-700">合作供货商</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">夏厦精密</td>
<td class="px-4 py-3 text-gray-700">合作供货</td>
<td class="px-4 py-3 text-gray-700">合作供货商</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">海泰科</td>
<td class="px-4 py-3 text-gray-700">合作供货</td>
<td class="px-4 py-3 text-gray-700">合作供货商</td>
</tr>
<tr>
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">正强股份</td>
<td class="px-4 py-3 text-gray-700">合作供货</td>
<td class="px-4 py-3 text-gray-700">合作供货商</td>
</tr>
</tbody>
</table>
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