687 lines
30 KiB
HTML
687 lines
30 KiB
HTML
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<!DOCTYPE html>
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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>Rokid AR 概念分析报告</title>
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body {
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font-family: 'Inter', sans-serif;
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background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
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.table-responsive::-webkit-scrollbar {
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.table-responsive::-webkit-scrollbar-track {
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</head>
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<body class="p-4 md:p-8">
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<div class="max-w-7xl mx-auto">
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<!-- 页面标题 -->
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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">Rokid AR 概念分析报告</h1>
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<p class="text-lg text-slate-300 max-w-3xl mx-auto">深入分析Rokid AR技术发展路径、市场格局及投资机会</p>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-clock mr-3 text-blue-400"></i>
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概念事件时间轴
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</h2>
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="space-y-6">
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<div class="timeline-dot">
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<div class="glass-effect rounded-xl p-4">
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<div class="flex flex-col md:flex-row md:items-center justify-between">
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<div>
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<h3 class="font-bold text-lg text-blue-300">2024-07-25</h3>
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<p class="font-semibold">Rokid AR Lite 开售，首发价4499元，12小时销量破万</p>
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</div>
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<span class="text-sm text-slate-400 mt-2 md:mt-0">来源：路演2024-08-06</span>
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</div>
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</div>
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</div>
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<div class="timeline-dot">
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<div class="glass-effect rounded-xl p-4">
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<div class="flex flex-col md:flex-row md:items-center justify-between">
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<div>
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<h3 class="font-bold text-lg text-blue-300">2024-08-15</h3>
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<p class="font-semibold">风语筑公告：已针对Rokid AR眼镜测试内容开发，但尚未投入使用</p>
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</div>
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<span class="text-sm text-slate-400 mt-2 md:mt-0">来源：新闻</span>
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</div>
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</div>
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</div>
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<div class="timeline-dot">
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<div class="glass-effect rounded-xl p-4">
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<div class="flex flex-col md:flex-row md:items-center justify-between">
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<div>
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<h3 class="font-bold text-lg text-blue-300">2024-09-30</h3>
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<p class="font-semibold">Rokid获1亿元D轮融资，江夏科投领投，估值140亿元</p>
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</div>
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<span class="text-sm text-slate-400 mt-2 md:mt-0">来源：新闻</span>
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</div>
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</div>
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</div>
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<div class="timeline-dot">
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<div class="glass-effect rounded-xl p-4">
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<div class="flex flex-col md:flex-row md:items-center justify-between">
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<div>
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<h3 class="font-bold text-lg text-blue-300">2024-11-18</h3>
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<p class="font-semibold">Rokid Glasses 发布：49g、2499元、通义千问大模型、与暴龙联名</p>
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</div>
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<span class="text-sm text-slate-400 mt-2 md:mt-0">来源：路演2025-02-05</span>
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</div>
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</div>
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</div>
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<div class="timeline-dot">
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<div class="glass-effect rounded-xl p-4">
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<div class="flex flex-col md:flex-row md:items-center justify-between">
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<div>
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<h3 class="font-bold text-lg text-blue-300">2024-11-18</h3>
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<p class="font-semibold">淘宝×Rokid上线3D购物，AR眼镜首次接入电商场景</p>
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</div>
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<span class="text-sm text-slate-400 mt-2 md:mt-0">来源：新闻</span>
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</div>
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</div>
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</div>
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<div class="timeline-dot">
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<div class="glass-effect rounded-xl p-4">
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<div class="flex flex-col md:flex-row md:items-center justify-between">
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<div>
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<h3 class="font-bold text-lg text-blue-300">2025-02-18</h3>
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<p class="font-semibold">总理佩戴Rokid Glasses在余杭区大会发言，首次AR眼镜政府级亮相</p>
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</div>
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<span class="text-sm text-slate-400 mt-2 md:mt-0">来源：新闻</span>
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</div>
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</div>
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</div>
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<div class="timeline-dot">
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<div class="glass-effect rounded-xl p-4">
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<div class="flex flex-col md:flex-row md:items-center justify-between">
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<div>
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<h3 class="font-bold text-lg text-blue-300">2025-06-05</h3>
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<p class="font-semibold">Rokid消费级AR眼镜将在速卖通独家首发，加入"百亿补贴"出海计划</p>
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</div>
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<span class="text-sm text-slate-400 mt-2 md:mt-0">来源：新闻</span>
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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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<!-- 核心观点摘要 -->
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<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-lightbulb mr-3 text-yellow-400"></i>
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核心观点摘要
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="glass-effect rounded-xl p-5">
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<div class="flex items-center mb-3">
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<div class="w-10 h-10 rounded-full bg-blue-500 flex items-center justify-center mr-3">
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<i class="fas fa-chart-line text-white"></i>
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</div>
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<h3 class="font-bold text-lg">阶段判断</h3>
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</div>
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<p class="text-slate-300">Rokid AR已从"技术验证"进入"消费级放量前夜"，<span class="text-blue-300 font-semibold">2025年Q2新品上市+出海渠道打通</span>将成关键拐点。</p>
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</div>
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<div class="glass-effect rounded-xl p-5">
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<div class="flex items-center mb-3">
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<div class="w-10 h-10 rounded-full bg-purple-500 flex items-center justify-center mr-3">
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<i class="fas fa-cogs text-white"></i>
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</div>
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<h3 class="font-bold text-lg">核心驱动力</h3>
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</div>
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<p class="text-slate-300"><span class="text-purple-300 font-semibold">AI大模型（通义千问）+轻量化硬件（49g）+场景破圈（电商/文旅）</span>，形成"硬件-内容-渠道"飞轮。</p>
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</div>
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<div class="glass-effect rounded-xl p-5">
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<div class="flex items-center mb-3">
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<div class="w-10 h-10 rounded-full bg-green-500 flex items-center justify-center mr-3">
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<i class="fas fa-rocket text-white"></i>
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</div>
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<h3 class="font-bold text-lg">未来潜力</h3>
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</div>
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<p class="text-slate-300">中期看<span class="text-green-300 font-semibold">3000万台AR眼镜对应330亿元光波导市场</span>（国盛通信测算），Rokid凭生态卡位有望占20%+份额。</p>
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</div>
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</div>
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</div>
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<!-- 概念核心逻辑与市场认知 -->
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<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-brain mr-3 text-indigo-400"></i>
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概念核心逻辑与市场认知
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</h2>
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<div class="mb-8">
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<h3 class="text-xl font-bold mb-4 text-indigo-300">核心驱动力拆解</h3>
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<div class="overflow-x-auto">
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<table class="w-full text-left">
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<thead>
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<tr class="border-b border-slate-700">
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<th class="py-3 px-4 font-semibold">维度</th>
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<th class="py-3 px-4 font-semibold">现状</th>
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<th class="py-3 px-4 font-semibold">数据支撑</th>
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</tr>
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</thead>
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<tbody>
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<tr class="border-b border-slate-800">
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<td class="py-3 px-4 font-medium">技术突破</td>
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<td class="py-3 px-4">Micro LED+衍射光波导量产就绪</td>
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<td class="py-3 px-4">Rokid Glasses 1000nit入眼亮度，49g重量（路演2025-02-05）</td>
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</tr>
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<tr class="border-b border-slate-800">
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<td class="py-3 px-4 font-medium">成本拐点</td>
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<td class="py-3 px-4">BOM成本降至2500元以下</td>
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<td class="py-3 px-4">2024年AR Lite定价4499元（路演2024-08-06）</td>
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</tr>
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<tr class="border-b border-slate-800">
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<td class="py-3 px-4 font-medium">场景刚需</td>
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<td class="py-3 px-4">文旅/教育/电商已落地</td>
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<td class="py-3 px-4">合作200+博物馆、淘宝3D购物（新闻）</td>
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</tr>
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<tr>
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<td class="py-3 px-4 font-medium">政策催化</td>
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<td class="py-3 px-4">2026年AR产业目标2500万台（中国）</td>
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<td class="py-3 px-4">安信传媒路演2023-03</td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-bold mb-4 text-indigo-300">市场认知偏差</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="glass-effect rounded-xl p-5 border-l-4 border-yellow-500">
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<h4 class="font-bold mb-2 text-yellow-300">过度乐观</h4>
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<p class="text-slate-300">部分研报将Rokid与Meta并列，但<span class="text-yellow-300 font-semibold">2023年国内市占率仅14-21%</span>（路演2024-08-15），远低于雷鸟（32-39%）。</p>
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</div>
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<div class="glass-effect rounded-xl p-5 border-l-4 border-red-500">
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<h4 class="font-bold mb-2 text-red-300">忽略风险</h4>
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<p class="text-slate-300">光波导良率仍低（几何波导二维扩瞳良率70%，民生电子路演2024-09-24），可能影响Q2大规模交付。</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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<!-- 催化剂与路径 -->
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<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-fire mr-3 text-orange-400"></i>
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催化剂与路径
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</h2>
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<div class="mb-8">
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<h3 class="text-xl font-bold mb-4 text-orange-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="flex items-start">
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<div class="w-8 h-8 rounded-full bg-orange-500 flex items-center justify-center flex-shrink-0 mt-1 mr-4">
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<span class="text-white font-bold">1</span>
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</div>
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<div>
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<h4 class="font-bold mb-1">2025年Q2 Rokid Glasses上市</h4>
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<p class="text-slate-300">2499元价格带或引爆C端需求（对比Meta Ray-Ban 299美元）。</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="w-8 h-8 rounded-full bg-orange-500 flex items-center justify-center flex-shrink-0 mt-1 mr-4">
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<span class="text-white font-bold">2</span>
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</div>
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<div>
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<h4 class="font-bold mb-1">速卖通出海</h4>
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<p class="text-slate-300">6月"百亿补贴"首发，复制日本KDDI运营商模式（2023年黑五海外销量3000台→2025年目标<span class="text-orange-300 font-semibold">3-5万台</span>）。</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="w-8 h-8 rounded-full bg-orange-500 flex items-center justify-center flex-shrink-0 mt-1 mr-4">
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<span class="text-white font-bold">3</span>
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</div>
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<div>
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<h4 class="font-bold mb-1">政策落地</h4>
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<p class="text-slate-300">文旅部"AR+博物馆"示范项目招标（风语筑已参与测试）。</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-bold mb-4 text-orange-300">长期路径</h3>
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<div class="glass-effect rounded-xl p-6">
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<div class="flex flex-col md:flex-row justify-between items-center">
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<div class="text-center mb-6 md:mb-0">
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<div class="w-16 h-16 rounded-full bg-blue-500 flex items-center justify-center mx-auto mb-3 float-animation">
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<i class="fas fa-microchip text-white text-2xl"></i>
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</div>
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<h4 class="font-bold mb-1">2024</h4>
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<p class="text-sm text-slate-300">产品验证</p>
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<p class="text-xs text-blue-300 mt-1">AR Lite 10万台</p>
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<p class="text-xs text-slate-400">文旅/教育</p>
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</div>
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<div class="hidden md:block text-slate-500">
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<i class="fas fa-arrow-right text-2xl"></i>
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</div>
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<div class="text-center mb-6 md:mb-0">
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<div class="w-16 h-16 rounded-full bg-purple-500 flex items-center justify-center mx-auto mb-3 float-animation" style="animation-delay: 1s;">
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<i class="fas fa-shopping-cart text-white text-2xl"></i>
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</div>
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<h4 class="font-bold mb-1">2025</h4>
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<p class="text-sm text-slate-300">消费级放量</p>
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<p class="text-xs text-purple-300 mt-1">Glasses 100万台</p>
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<p class="text-xs text-slate-400">电商/办公</p>
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</div>
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<div class="hidden md:block text-slate-500">
|
||
<i class="fas fa-arrow-right text-2xl"></i>
|
||
</div>
|
||
|
||
<div class="text-center">
|
||
<div class="w-16 h-16 rounded-full bg-green-500 flex items-center justify-center mx-auto mb-3 float-animation" style="animation-delay: 2s;">
|
||
<i class="fas fa-globe text-white text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-bold mb-1">2026</h4>
|
||
<p class="text-sm text-slate-300">生态成熟</p>
|
||
<p class="text-xs text-green-300 mt-1">全彩光波导 1000万台</p>
|
||
<p class="text-xs text-slate-400">全天候佩戴</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司 -->
|
||
<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-sitemap mr-3 text-teal-400"></i>
|
||
产业链与核心公司
|
||
</h2>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-bold mb-4 text-teal-300">产业链图谱</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<div class="glass-effect rounded-xl p-5">
|
||
<h4 class="font-bold mb-3 text-blue-300 flex items-center">
|
||
<i class="fas fa-arrow-up mr-2"></i>
|
||
上游
|
||
</h4>
|
||
<ul class="space-y-2 text-slate-300">
|
||
<li>光学（舜宇光学、水晶光电）</li>
|
||
<li>芯片（高通AR1）</li>
|
||
<li>电池（紫建电子）</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="glass-effect rounded-xl p-5">
|
||
<h4 class="font-bold mb-3 text-purple-300 flex items-center">
|
||
<i class="fas fa-equals mr-2"></i>
|
||
中游
|
||
</h4>
|
||
<ul class="space-y-2 text-slate-300">
|
||
<li>整机（Rokid、亿道信息代工）</li>
|
||
<li>操作系统（YodaOS）</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="glass-effect rounded-xl p-5">
|
||
<h4 class="font-bold mb-3 text-green-300 flex items-center">
|
||
<i class="fas fa-arrow-down mr-2"></i>
|
||
下游
|
||
</h4>
|
||
<ul class="space-y-2 text-slate-300">
|
||
<li>渠道（博士眼镜）</li>
|
||
<li>内容（淘宝、钉钉、爱奇艺）</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-4 text-teal-300">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-left">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="py-3 px-4 font-semibold">公司</th>
|
||
<th class="py-3 px-4 font-semibold">角色</th>
|
||
<th class="py-3 px-4 font-semibold">验证/证伪点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-bold text-blue-300">Rokid</td>
|
||
<td class="py-3 px-4">整机+生态</td>
|
||
<td class="py-3 px-4">
|
||
<span class="text-green-400">✅</span>2023年市占率18.4%（IDC），<span class="text-red-400">❌</span>但光波导良率未披露
|
||
</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-bold text-purple-300">博士眼镜</td>
|
||
<td class="py-3 px-4">线下渠道</td>
|
||
<td class="py-3 px-4">
|
||
<span class="text-green-400">✅</span>全国3000+门店接入Rokid，<span class="text-red-400">❌</span>镜片定制毛利率70%未验证
|
||
</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-bold text-green-300">舜宇光学</td>
|
||
<td class="py-3 px-4">光波导代工</td>
|
||
<td class="py-3 px-4">
|
||
<span class="text-green-400">✅</span>Meta/Rokid双供应链，<span class="text-red-400">❌</span>阵列波导产能仅10万套/年（民生路演）
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-bold text-yellow-300">亿道信息</td>
|
||
<td class="py-3 px-4">空间计算合作</td>
|
||
<td class="py-3 px-4">
|
||
<span class="text-green-400">✅</span>共同研发AR产品，<span class="text-red-400">❌</span>未披露订单金额
|
||
</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险 -->
|
||
<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3 text-red-400"></i>
|
||
潜在风险
|
||
</h2>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-left">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="py-3 px-4 font-semibold">风险类型</th>
|
||
<th class="py-3 px-4 font-semibold">具体表现</th>
|
||
<th class="py-3 px-4 font-semibold">数据支撑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-red-300">技术</td>
|
||
<td class="py-3 px-4">Micro LED全彩化量产延迟</td>
|
||
<td class="py-3 px-4">路演2024-10-19：全彩方案良率<50%</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-orange-300">商业化</td>
|
||
<td class="py-3 px-4">2499元定价下毛利率承压</td>
|
||
<td class="py-3 px-4">AR Lite BOM成本估算<span class="text-orange-300 font-semibold">>60%</span>（路演2024-08-06）</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-yellow-300">竞争</td>
|
||
<td class="py-3 px-4">雷鸟X3（2024-12发布）或挤压份额</td>
|
||
<td class="py-3 px-4">雷鸟市占率32-39% vs Rokid 14-21%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-purple-300">信息矛盾</td>
|
||
<td class="py-3 px-4">出货量数据冲突：IDC称2023年Rokid 4.8万台，路演称"年化30-50万"</td>
|
||
<td class="py-3 px-4">需跟踪Q2财报验证</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-chart-pie mr-3 text-cyan-400"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<div class="glass-effect rounded-xl p-5 bg-gradient-to-r from-blue-900/50 to-purple-900/50">
|
||
<h3 class="font-bold mb-2 text-lg text-cyan-300">阶段判断</h3>
|
||
<p class="text-slate-300"><span class="text-cyan-300 font-semibold">主题炒作→基本面过渡</span>，2025年Q2出货量是分水岭。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-bold mb-4 text-cyan-300">投资方向</h3>
|
||
<div class="space-y-4">
|
||
<div class="flex items-start">
|
||
<div class="w-8 h-8 rounded-full bg-blue-500 flex items-center justify-center flex-shrink-0 mt-1 mr-4">
|
||
<span class="text-white font-bold">1</span>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-bold mb-1">光学链</h4>
|
||
<p class="text-slate-300"><span class="text-blue-300 font-semibold">水晶光电</span>（衍射波导量产）+ <span class="text-blue-300 font-semibold">舜宇光学</span>（Meta/Rokid双验证）</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="w-8 h-8 rounded-full bg-purple-500 flex items-center justify-center flex-shrink-0 mt-1 mr-4">
|
||
<span class="text-white font-bold">2</span>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-bold mb-1">渠道链</h4>
|
||
<p class="text-slate-300"><span class="text-purple-300 font-semibold">博士眼镜</span>（线下体验不可替代，AR眼镜需验光配镜）</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="w-8 h-8 rounded-full bg-green-500 flex items-center justify-center flex-shrink-0 mt-1 mr-4">
|
||
<span class="text-white font-bold">3</span>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-bold mb-1">生态链</h4>
|
||
<p class="text-slate-300"><span class="text-green-300 font-semibold">风语筑</span>（文旅AR内容已测试Rokid硬件）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-4 text-cyan-300">跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="glass-effect rounded-xl p-4">
|
||
<h4 class="font-bold mb-2 text-blue-300">Rokid Glasses首月激活量</h4>
|
||
<p class="text-slate-300">需<span class="text-blue-300 font-semibold">>5万台</span>验证需求</p>
|
||
</div>
|
||
|
||
<div class="glass-effect rounded-xl p-4">
|
||
<h4 class="font-bold mb-2 text-purple-300">博士眼镜AR眼镜坪效</h4>
|
||
<p class="text-slate-300">单店月销<span class="text-purple-300 font-semibold">>20副</span></p>
|
||
</div>
|
||
|
||
<div class="glass-effect rounded-xl p-4">
|
||
<h4 class="font-bold mb-2 text-green-300">光波导成本曲线</h4>
|
||
<p class="text-slate-300">2025年目标降至<span class="text-green-300 font-semibold">800元/副</span></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 glass-effect rounded-xl p-4 bg-gradient-to-r from-red-900/30 to-orange-900/30 border-l-4 border-red-500">
|
||
<p class="text-slate-300"><i class="fas fa-exclamation-circle text-red-400 mr-2"></i><strong class="text-red-300">风险提示</strong>：若Q2新品因良率延迟上市，板块或面临"预期差杀估值"。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="glass-effect rounded-2xl p-6 card-hover">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-coins mr-3 text-amber-400"></i>
|
||
关联股票数据
|
||
</h2>
|
||
|
||
<div class="table-responsive">
|
||
<table class="w-full text-left">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="py-3 px-4 font-semibold">股票</th>
|
||
<th class="py-3 px-4 font-semibold">行业</th>
|
||
<th class="py-3 px-4 font-semibold">硬件构成</th>
|
||
<th class="py-3 px-4 font-semibold">全球市场份额</th>
|
||
<th class="py-3 px-4 font-semibold">国内市场份额</th>
|
||
<th class="py-3 px-4 font-semibold">合作商</th>
|
||
<th class="py-3 px-4 font-semibold">参股公司</th>
|
||
<th class="py-3 px-4 font-semibold">产业链定位</th>
|
||
<th class="py-3 px-4 font-semibold">投资理由</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-bold text-amber-300">Rokid AR(240729)</td>
|
||
<td class="py-3 px-4">AR/VR</td>
|
||
<td class="py-3 px-4">光学显示单元43%、计算单元31%、感知单元9%、其他17%</td>
|
||
<td class="py-3 px-4">Xreal(50%)、Rokid(16%)、雷鸟(14%)、影目(8%)、Magic Leap(3%)</td>
|
||
<td class="py-3 px-4">雷鸟(32%-39%)、Xreal(28%)、Rokid(14%-21%)、影目(5%-8%)</td>
|
||
<td class="py-3 px-4">
|
||
<div class="space-y-1">
|
||
<div>亿道信息(共同研发AR空间计算产品)</div>
|
||
<div>博士眼镜(可调焦距解决方案)</div>
|
||
<div>宏景科技(构建跨场景多任务基础模型)</div>
|
||
<div>汤姆猫(《汤姆猫跑酷》AR应用)</div>
|
||
<div>盛天网络(随乐游平台接入Rokid生态)</div>
|
||
<div>杰美特(手机/AR/VR结构件供应)</div>
|
||
<div>天娱数科(战略合作推进MR发展)</div>
|
||
<div>顺网科技(云电脑人机交互合作)</div>
|
||
</div>
|
||
</td>
|
||
<td class="py-3 px-4">
|
||
<div class="space-y-1">
|
||
<div>浙版传媒(春晓基金持股88%，投资3400万元)</div>
|
||
<div>慈文传媒(参与上海敦鸿基金投资)</div>
|
||
</div>
|
||
</td>
|
||
<td class="py-3 px-4">AR眼镜研发与生态构建</td>
|
||
<td class="py-3 px-4">Rokid作为AR行业核心企业，覆盖硬件研发、生态合作及产业链整合，通过与多家上市公司战略合作强化技术落地与市场拓展</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 添加页面加载动画
|
||
document.addEventListener('DOMContentLoaded', function() {
|
||
const cards = document.querySelectorAll('.card-hover');
|
||
|
||
const observer = new IntersectionObserver((entries) => {
|
||
entries.forEach(entry => {
|
||
if (entry.isIntersecting) {
|
||
entry.target.style.opacity = '1';
|
||
entry.target.style.transform = 'translateY(0)';
|
||
}
|
||
});
|
||
}, {
|
||
threshold: 0.1
|
||
});
|
||
|
||
cards.forEach(card => {
|
||
card.style.opacity = '0';
|
||
card.style.transform = 'translateY(20px)';
|
||
card.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
|
||
observer.observe(card);
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |