509 lines
26 KiB
HTML
509 lines
26 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>矿山智驾 - 概念洞察与投资分析</title>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/dist/full.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.tailwindcss.com"></script>
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
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<script src="https://cdnjs.cloudflare.com/ajax/libs/three.js/r134/three.min.js"></script>
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<script src="https://cdnjs.cloudflare.com/ajax/libs/vanta/0.5.24/vanta.waves.min.js"></script>
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<style>
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body {
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font-family: 'Inter', sans-serif;
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}
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.gradient-bg {
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background: linear-gradient(135deg, #1a2a6c, #2c3e50, #4a6491);
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}
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.card-shadow {
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box-shadow: 0 10px 30px rgba(0, 0, 0, 0.2);
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}
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.text-gradient {
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background: linear-gradient(90deg, #4facfe 0%, #00f2fe 100%);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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}
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.timeline-line {
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background: linear-gradient(to bottom, #4facfe, #00f2fe);
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}
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#vanta-bg {
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position: fixed;
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top: 0;
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left: 0;
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width: 100%;
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height: 100%;
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z-index: -1;
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}
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.content-wrapper {
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position: relative;
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z-index: 1;
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}
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</style>
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</head>
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<body class="gradient-bg min-h-screen text-white">
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<div id="vanta-bg"></div>
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<div class="content-wrapper container mx-auto px-4 py-8">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 text-gradient">矿山智驾</h1>
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<p class="text-xl text-blue-200 max-w-3xl mx-auto">从政策驱动到技术落地的智能化转型之路</p>
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</div>
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<!-- 概念事件部分 -->
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<div class="card bg-gray-800 bg-opacity-70 backdrop-blur-sm rounded-2xl p-6 mb-8 card-shadow">
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<h2 class="text-2xl font-bold mb-4 text-blue-300 flex items-center">
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<i class="fas fa-calendar-alt mr-3"></i>概念事件
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-6">
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<div class="bg-gray-700 bg-opacity-50 rounded-xl p-5">
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<div class="text-blue-400 text-sm font-semibold mb-2">政策催化</div>
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<p class="text-sm">2024年4月，国家矿山安监局等七部门联合发布《关于深入推进矿山智能化建设促进矿山安全发展的指导意见》，提出<strong>2026年煤矿/非煤矿山危险岗位机器人替代率分别不低于30%/20%</strong>，直接引爆矿山无人化需求。</p>
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</div>
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<div class="bg-gray-700 bg-opacity-50 rounded-xl p-5">
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<div class="text-blue-400 text-sm font-semibold mb-2">技术落地</div>
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<p class="text-sm">2024年9月，<strong>新疆天池能源南露天矿部署370辆无人矿卡（全球最大单矿车队）</strong>，全部完成"去安全员"，单日运行效率达有人驾驶的<strong>117%</strong>。</p>
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</div>
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<div class="bg-gray-700 bg-opacity-50 rounded-xl p-5">
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<div class="text-blue-400 text-sm font-semibold mb-2">资本加速</div>
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<p class="text-sm">2024-2025年，易控智驾（半年两轮融资超4亿元）、踏歌智行（市占率45.1%）等企业密集融资，行业进入商业化爆发前夜。</p>
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</div>
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</div>
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<div class="mt-6">
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<h3 class="text-lg font-semibold mb-3 text-blue-300">时间轴</h3>
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<div class="relative">
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<div class="absolute left-4 top-0 bottom-0 w-1 timeline-line"></div>
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<div class="mb-6 pl-10 relative">
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<div class="absolute left-2 w-4 h-4 bg-blue-500 rounded-full"></div>
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<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4">
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<div class="font-semibold text-blue-400">2023年</div>
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<p class="text-sm">全国露天矿无人矿卡仅1131辆，渗透率<3%。</p>
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</div>
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</div>
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<div class="mb-6 pl-10 relative">
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<div class="absolute left-2 w-4 h-4 bg-blue-500 rounded-full"></div>
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<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4">
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<div class="font-semibold text-blue-400">2024年</div>
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<p class="text-sm">国家能源集团等头部矿企规模化部署，渗透率突破10%。</p>
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</div>
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</div>
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<div class="pl-10 relative">
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<div class="absolute left-2 w-4 h-4 bg-blue-500 rounded-full"></div>
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<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4">
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<div class="font-semibold text-blue-400">2025年</div>
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<p class="text-sm">预计无人矿卡数量达<strong>5750辆</strong>（2024年9月已1510辆），2028年市场规模或超<strong>100亿元</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>
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<!-- 核心观点摘要 -->
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<div class="card bg-gray-800 bg-opacity-70 backdrop-blur-sm rounded-2xl p-6 mb-8 card-shadow">
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<h2 class="text-2xl font-bold mb-4 text-blue-300 flex items-center">
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<i class="fas fa-lightbulb mr-3"></i>核心观点摘要
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</h2>
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<div class="bg-gradient-to-r from-blue-900 to-blue-700 rounded-xl p-6">
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<p class="text-lg leading-relaxed">
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矿山智驾已从<strong>政策驱动的主题炒作阶段</strong>进入<strong>技术验证+订单落地的基本面驱动阶段</strong>。核心逻辑是<strong>"政策强制替代+经济性拐点"</strong>：无人矿卡3年回本（节省司机成本4000万元/百台年），2026年政策窗口期将触发渗透率从<strong>10%向50%跃迁</strong>。
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</p>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="card bg-gray-800 bg-opacity-70 backdrop-blur-sm rounded-2xl p-6 mb-8 card-shadow">
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<h2 class="text-2xl font-bold mb-4 text-blue-300 flex items-center">
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<i class="fas fa-brain mr-3"></i>核心逻辑与市场认知分析
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-6">
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<div>
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<h3 class="text-lg font-semibold mb-3 text-blue-300">核心驱动力</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
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<div>
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<strong>政策刚性</strong>：2026年替代率硬指标倒逼矿企采购，<strong>露天矿优先</strong>（技术成熟），井工矿为下一阶段重点。
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
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<div>
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<strong>经济性拐点</strong>：无人矿卡全生命周期成本较有人驾驶低<strong>15%-20%</strong>（人力成本占运营总成本60%以上）。
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
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<div>
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<strong>技术闭环</strong>：L4级方案在封闭场景已成熟（如易控智驾的<strong>"云-边-端"协同系统</strong>），极端环境（-40℃~50℃）通过冗余传感器+5G车路协同解决。
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</div>
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</li>
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</ul>
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</div>
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<div>
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<h3 class="text-lg font-semibold mb-3 text-blue-300">市场热度与情绪</h3>
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<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4 mb-4">
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<p><strong>研报密度</strong>：2024年7月后，长江、天风、东吴等机构密集发布矿山智驾专题，提及"十倍股"机会。</p>
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</div>
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<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4">
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<p><strong>情绪分歧</strong>：市场过度关注<strong>露天矿场景</strong>，忽略<strong>井工矿技术突破</strong>（如北路智控中标陕煤集团1485万元井下5G+无人驾驶项目）。</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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<h3 class="text-lg font-semibold mb-3 text-blue-300">预期差</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="bg-yellow-900 bg-opacity-30 border-l-4 border-yellow-500 p-4 rounded">
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<p><strong>认知偏差</strong>：普遍认为矿山智驾="宽体车改造"，实际<strong>刚性矿卡（北方股份）+新能源宽体车（同力股份）</strong>双线并行，后者增速更快（2023-2026年CAGR <strong>106.78%</strong>）。</p>
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</div>
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<div class="bg-yellow-900 bg-opacity-30 border-l-4 border-yellow-500 p-4 rounded">
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<p><strong>数据验证</strong>：2024年9月<strong>新疆/内蒙古已部署1471辆无人矿卡</strong>，但全国露天矿年需求3万辆，<strong>渗透率仅5%</strong>，远低于研报预测的2025年30%。</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 bg-gray-800 bg-opacity-70 backdrop-blur-sm rounded-2xl p-6 mb-8 card-shadow">
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<h2 class="text-2xl font-bold mb-4 text-blue-300 flex items-center">
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<i class="fas fa-rocket mr-3"></i>关键催化剂与未来发展路径
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-lg font-semibold mb-3 text-blue-300">近期催化剂（3-6个月）</h3>
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<div class="space-y-4">
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<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4">
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<div class="text-blue-400 font-semibold mb-1">易控智驾港股IPO</div>
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<p class="text-sm">已递交申请：或成"矿山智驾第一股"，估值锚定行业。</p>
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</div>
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<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4">
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<div class="text-blue-400 font-semibold mb-1">国家能源集团第二批招标</div>
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<p class="text-sm">2024Q4计划新增<strong>200台无人矿卡</strong>订单，头部方案商（中科慧拓/踏歌智行）直接受益。</p>
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</div>
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<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4">
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<div class="text-blue-400 font-semibold mb-1">井工矿标准出台</div>
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<p class="text-sm">2024年底《井下无人驾驶安全技术规范》发布，打开<strong>80%未渗透市场</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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<h3 class="text-lg font-semibold mb-3 text-blue-300">长期路径</h3>
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<div class="space-y-4">
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<div class="bg-gradient-to-r from-blue-900 to-blue-700 rounded-lg p-4">
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<div class="text-blue-300 font-semibold mb-1">2025-2026年</div>
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<p class="text-sm">露天矿渗透率30%（政策强制），市场规模<strong>50亿元</strong>。</p>
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</div>
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<div class="bg-gradient-to-r from-blue-900 to-blue-700 rounded-lg p-4">
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<div class="text-blue-300 font-semibold mb-1">2027-2030年</div>
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<p class="text-sm">井工矿技术突破（需解决无GPS、高粉尘问题），渗透率向50%迈进，<strong>全球市场达81亿美元</strong>（2024年仅7亿美元）。</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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<!-- 产业链与核心公司深度剖析 -->
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<div class="card bg-gray-800 bg-opacity-70 backdrop-blur-sm rounded-2xl p-6 mb-8 card-shadow">
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<h2 class="text-2xl font-bold mb-4 text-blue-300 flex items-center">
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<i class="fas fa-sitemap mr-3"></i>产业链与核心公司深度剖析
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</h2>
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<div class="mb-6">
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<h3 class="text-lg font-semibold mb-3 text-blue-300">产业链图谱</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4 text-center">
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<div class="text-blue-400 font-semibold mb-2">上游</div>
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<p class="text-sm">激光雷达（禾赛科技/速腾聚创）、高精度地图（四维图新）、线控底盘（同力股份自研）</p>
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</div>
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<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4 text-center">
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<div class="text-blue-400 font-semibold mb-2">中游</div>
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<p class="text-sm">方案商（易控智驾、踏歌智行）、主机厂（北方股份刚性矿卡、三一智矿EPCO模式）</p>
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</div>
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<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4 text-center">
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<div class="text-blue-400 font-semibold mb-2">下游</div>
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<p class="text-sm">国家能源集团（最大客户）、紫金矿业（海外拓展）</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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<h3 class="text-lg font-semibold mb-3 text-blue-300">核心玩家对比</h3>
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<div class="overflow-x-auto">
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<table class="table w-full text-white">
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<thead>
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<tr class="bg-gray-700 bg-opacity-50">
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<th class="text-left p-3">公司</th>
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<th class="text-left p-3">角色</th>
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<th class="text-left p-3">优势</th>
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<th class="text-left p-3">风险</th>
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</tr>
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</thead>
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<tbody>
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<tr class="border-b border-gray-700">
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<td class="p-3 font-semibold">易控智驾</td>
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<td class="p-3">方案商龙头</td>
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<td class="p-3"><strong>1400辆无人矿卡已部署</strong>（2025年6月），宁德时代领投D轮，技术全栈自研。</td>
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<td class="p-3">尚未盈利（2024年亏损3.9亿元）。</td>
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</tr>
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<tr class="border-b border-gray-700">
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<td class="p-3 font-semibold">同力股份</td>
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<td class="p-3">主机厂+方案商</td>
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<td class="p-3"><strong>370辆全球最大单矿车队</strong>（新疆天池），新能源宽体车市占率30%+。</td>
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<td class="p-3">依赖单一矿企客户（天池能源）。</td>
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</tr>
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<tr class="border-b border-gray-700">
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<td class="p-3 font-semibold">北方股份</td>
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<td class="p-3">刚性矿卡龙头</td>
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<td class="p-3"><strong>与踏歌智行合作</strong>172吨无人矿卡，技术壁垒高（大吨位）。</td>
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<td class="p-3">传统燃油矿卡转型新能源进度慢。</td>
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</tr>
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<tr>
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<td class="p-3 font-semibold">北路智控</td>
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<td class="p-3">井下场景突破者</td>
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<td class="p-3"><strong>中标陕煤1485万元井下项目</strong>，参股希迪智驾布局V2X。</td>
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<td class="p-3">井工矿技术商业化进度低于预期。</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 class="mt-6 grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="bg-red-900 bg-opacity-30 border-l-4 border-red-500 p-4 rounded">
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<p><strong>证伪点</strong>：研报称"2025年渗透率30%"，但2024年实际渗透率仅5%，<strong>需跟踪2025年国家能源集团招标量</strong>（若低于500台则证伪）。</p>
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</div>
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<div class="bg-green-900 bg-opacity-30 border-l-4 border-green-500 p-4 rounded">
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<p><strong>验证点</strong>：同力股份2024年无人矿卡交付<strong>300台</strong>（与易控智驾合作），印证新能源宽体车商业化加速。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card bg-gray-800 bg-opacity-70 backdrop-blur-sm rounded-2xl p-6 mb-8 card-shadow">
|
||
<h2 class="text-2xl font-bold mb-4 text-blue-300 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3"></i>潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4">
|
||
<div class="text-red-400 font-semibold mb-2">技术风险</div>
|
||
<p>井工矿无GPS环境下的<strong>SLAM定位精度</strong>（当前误差>50cm，需<10cm）。</p>
|
||
</div>
|
||
|
||
<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4">
|
||
<div class="text-red-400 font-semibold mb-2">商业化风险</div>
|
||
<p>中小矿山支付能力弱，<strong>单台无人矿卡改造成本50万元</strong>（需政策补贴或融资租赁）。</p>
|
||
</div>
|
||
|
||
<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4">
|
||
<div class="text-red-400 font-semibold mb-2">政策风险</div>
|
||
<p>若2026年替代率目标下调（如从30%降至20%），行业增速将腰斩。</p>
|
||
</div>
|
||
|
||
<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4">
|
||
<div class="text-red-400 font-semibold mb-2">信息矛盾</div>
|
||
<p>路演显示<strong>新疆天池能源车队效率117%</strong>，但部分矿企反馈实际仅90%，差异源于<strong>作业场景复杂度</strong>（简单路线vs多弯道）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card bg-gray-800 bg-opacity-70 backdrop-blur-sm rounded-2xl p-6 mb-8 card-shadow">
|
||
<h2 class="text-2xl font-bold mb-4 text-blue-300 flex items-center">
|
||
<i class="fas fa-chart-line mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-semibold mb-3 text-blue-300">阶段判断</h3>
|
||
<div class="bg-gradient-to-r from-blue-900 to-blue-700 rounded-xl p-5">
|
||
<p class="text-lg">矿山智驾处于<strong>"订单放量+技术验证"过渡期</strong>，2025年Q2-Q3将是渗透率能否突破20%的关键验证期。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-semibold mb-3 text-blue-300">投资方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4">
|
||
<div class="text-blue-400 font-semibold mb-2">方案商龙头</div>
|
||
<p>易控智驾（IPO催化）+中科慧拓（华为合作）</p>
|
||
</div>
|
||
<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4">
|
||
<div class="text-blue-400 font-semibold mb-2">新能源主机厂</div>
|
||
<p>同力股份（宽体车）+三一智矿（EPCO模式）</p>
|
||
</div>
|
||
<div class="bg-gray-700 bg-opacity-50 rounded-lg p-4">
|
||
<div class="text-blue-400 font-semibold mb-2">上游核心部件</div>
|
||
<p>禾赛科技（激光雷达）、万通液压（油气悬架）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-blue-300">跟踪指标</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<i class="fas fa-search text-blue-400 mt-1 mr-3"></i>
|
||
<div>
|
||
<strong>订单数据</strong>：2024Q4国家能源集团招标量（>200台为超预期）。
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<i class="fas fa-search text-blue-400 mt-1 mr-3"></i>
|
||
<div>
|
||
<strong>技术验证</strong>：井工矿SLAM定位误差是否降至10cm以内（北路智控陕煤项目进展）。
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<i class="fas fa-search text-blue-400 mt-1 mr-3"></i>
|
||
<div>
|
||
<strong>成本曲线</strong>：无人矿卡改造成本是否降至<strong>30万元/台</strong>（2025年目标）。
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据表格 -->
|
||
<div class="card bg-gray-800 bg-opacity-70 backdrop-blur-sm rounded-2xl p-6 card-shadow">
|
||
<h2 class="text-2xl font-bold mb-4 text-blue-300 flex items-center">
|
||
<i class="fas fa-table mr-3"></i>关联股票数据
|
||
</h2>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full text-white">
|
||
<thead>
|
||
<tr class="bg-gray-700 bg-opacity-50">
|
||
<th class="text-left p-3">股票</th>
|
||
<th class="text-left p-3">分类</th>
|
||
<th class="text-left p-3">项目</th>
|
||
<th class="text-left p-3">产业链/应用地区/技术方向</th>
|
||
<th class="text-left p-3">合作方/参股公司</th>
|
||
<th class="text-left p-3">消息来源</th>
|
||
<th class="text-left p-3">投资理由</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="p-3 font-semibold">同力股份</td>
|
||
<td class="p-3">无人矿卡</td>
|
||
<td class="p-3">无人驾驶车型规模化生产（截至2024年交付700多台）</td>
|
||
<td class="p-3">下游客户为国内大型露天煤矿业主</td>
|
||
<td class="p-3">易控智驾（联合研发新能源无人驾驶产品）</td>
|
||
<td class="p-3">公司调研</td>
|
||
<td class="p-3">公司无人驾驶车型已规模化生产并交付，且与易控智驾合作研发，下游客户为大型煤矿业主。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="p-3 font-semibold">北方股份</td>
|
||
<td class="p-3">无人矿卡</td>
|
||
<td class="p-3">无人驾驶矿车项目小批量落地</td>
|
||
<td class="p-3">-</td>
|
||
<td class="p-3">-</td>
|
||
<td class="p-3">公司互动</td>
|
||
<td class="p-3">公司无人驾驶矿车项目已实现小批量落地。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="p-3 font-semibold">宇通重工</td>
|
||
<td class="p-3">无人矿卡</td>
|
||
<td class="p-3">联合主流无人驾驶科技公司打造矿山无人驾驶运营方案</td>
|
||
<td class="p-3">内蒙古鄂尔多斯、安徽芜湖、山西阳泉、山东邹城、广西百色</td>
|
||
<td class="p-3">-</td>
|
||
<td class="p-3">公司互动</td>
|
||
<td class="p-3">公司与无人驾驶科技公司合作，在多地实现常态化无人运营。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="p-3 font-semibold">四川金顶</td>
|
||
<td class="p-3">无人矿卡</td>
|
||
<td class="p-3">子公司四川开物信息的无人驾驶矿卡在自有矿山测试</td>
|
||
<td class="p-3">技术迭代升级</td>
|
||
<td class="p-3">-</td>
|
||
<td class="p-3">公司互动</td>
|
||
<td class="p-3">子公司研发的无人驾驶矿卡在自有矿山开展测试，后续将推动技术升级。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="p-3 font-semibold">山推股份</td>
|
||
<td class="p-3">无人推土机</td>
|
||
<td class="p-3">布局智慧矿山业务，开发基于5G遥控的无人驾驶推土机</td>
|
||
<td class="p-3">-</td>
|
||
<td class="p-3">-</td>
|
||
<td class="p-3">公司互动</td>
|
||
<td class="p-3">公司已开发出基于5G的无人驾驶推土机并推向市场。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="p-3 font-semibold">尤洛卡</td>
|
||
<td class="p-3">无人驾驶技术及相关产品</td>
|
||
<td class="p-3">-</td>
|
||
<td class="p-3">无人驾驶技术应用于煤矿智能单轨吊产品</td>
|
||
<td class="p-3">-</td>
|
||
<td class="p-3">公司互动</td>
|
||
<td class="p-3">公司无人驾驶技术已应用于煤矿智能单轨吊产品。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="p-3 font-semibold">宝通科技</td>
|
||
<td class="p-3">无人驾驶技术及相关产品</td>
|
||
<td class="p-3">-</td>
|
||
<td class="p-3">矿用车无人驾驶技术、产品研发及工程化设计</td>
|
||
<td class="p-3">踏歌智行（持股7.49%）</td>
|
||
<td class="p-3">工商信息/官网</td>
|
||
<td class="p-3">参股公司踏歌智行专注于矿用车无人驾驶技术研发与实施。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="p-3 font-semibold">梅安森</td>
|
||
<td class="p-3">无人驾驶技术及相关产品</td>
|
||
<td class="p-3">-</td>
|
||
<td class="p-3">基于UWB技术的精确定位产品，应用于矿山井下车辆智能驾驶及地面化工园区、室内智能驾驶导航</td>
|
||
<td class="p-3">-</td>
|
||
<td class="p-3">公司互动</td>
|
||
<td class="p-3">公司研发的UWB定位产品已应用于矿山井下车辆智能驾驶等场景。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="p-3 font-semibold">科达自控</td>
|
||
<td class="p-3">北交所</td>
|
||
<td class="p-3">开发井工矿5G通讯系统、车辆定位系统等</td>
|
||
<td class="p-3">实现L1级辅助驾驶，逐步升级至L2、L3级</td>
|
||
<td class="p-3">-</td>
|
||
<td class="p-3">公司调研</td>
|
||
<td class="p-3">公司开发的5G通讯系统等技术已实现L1级辅助驾驶，并计划升级至更高阶。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化Vanta.js背景
|
||
VANTA.WAVES({
|
||
el: "#vanta-bg",
|
||
mouseControls: true,
|
||
touchControls: true,
|
||
gyroControls: false,
|
||
minHeight: 200.00,
|
||
minWidth: 200.00,
|
||
scale: 1.00,
|
||
scaleMobile: 1.00,
|
||
color: 0x1a2a6c,
|
||
shininess: 30.00,
|
||
waveHeight: 15.00,
|
||
waveSpeed: 0.75,
|
||
zoom: 0.65
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |