551 lines
44 KiB
HTML
551 lines
44 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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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=1.0">
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<title>深度研报：各厂商机器人</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.2/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Orbitron:wght@400;700&family=Noto+Sans+SC:wght@300;400;700&display=swap');
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body {
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font-family: 'Noto Sans SC', sans-serif;
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background-color: #000010;
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color: #E0E0E0;
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font-family: 'Orbitron', sans-serif;
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backdrop-filter: blur(12px);
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#000010;
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animation: subtle-pulse 15s infinite alternate;
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.bento-grid {
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display: grid;
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gap: 1rem;
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grid-template-columns: repeat(12, 1fr);
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h2, h3 {
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.table th {
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color: #c7d2fe;
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</style>
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</head>
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<body class="overflow-x-hidden">
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<div class="deep-space-bg"></div>
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<div class="container mx-auto p-4 md:p-8 relative z-10">
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<!-- Header -->
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<header class="text-center mb-12">
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<h1 class="font-orbitron text-4xl md:text-6xl font-bold tracking-widest text-indigo-300" style="text-shadow: 0 0 15px rgba(129, 140, 248, 0.7);">
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各厂商机器人
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</h1>
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<p class="mt-4 text-indigo-400">北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
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<p class="text-xs text-gray-500 mt-2">本报告为AI合成数据，投资需谨慎。</p>
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</header>
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<!-- Concept Insight Section -->
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<section id="insight" class="mb-16">
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<h2 class="font-orbitron text-3xl font-bold mb-8 text-indigo-200 border-l-4 border-indigo-400 pl-4">概念核心洞察 (Concept Insight)</h2>
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<div class="bento-grid">
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<div class="bento-span-12 lg:bento-span-8 glass-card rounded-2xl p-6">
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<h3 class="font-orbitron text-xl font-bold text-indigo-300 mb-4">核心观点与逻辑</h3>
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<p class="text-gray-300 mb-4">“各厂商机器人”概念正处在从“0到1”的产业导入期，核心驱动力源于 <strong class="text-cyan-300">AI大模型的技术突破赋予了机器人智能的“大脑”</strong>，叠加 <strong class="text-cyan-300">产业巨头（特斯拉、华为）引领下的商业化路径探索</strong>。当前，市场正经历从纯粹的主题炒作向商业化落地验证的过渡阶段，2024-2025年将是人形机器人商业化元年，产业链有望迎来订单和业绩的实质性兑现。</p>
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<div class="glow-divider my-4"></div>
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<ul class="space-y-3 list-inside list-disc text-gray-300">
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<li><strong class="text-indigo-300">技术赋能（“大脑”革命）:</strong> 具身智能技术进步是根本驱动力，整合多模态大模型使机器人能理解模糊指令并在非结构化环境中自主决策。</li>
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<li><strong class="text-indigo-300">经济性驱动（“降本增效”）:</strong> 机器人替代人工的经济账是商业化基石，尤其是在物业、物流、制造等场景，人力成本上升和高流失率问题凸显了机器人部署的巨大潜力。</li>
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<li><strong class="text-indigo-300">产业标杆引领（“iPhone时刻”预期）:</strong> 特斯拉为行业提供了清晰的量产目标和参照系，而华为在国内构建的开放生态正在加速国内产业链的成熟。</li>
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</ul>
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</div>
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<div class="bento-span-12 lg:bento-span-4 glass-card rounded-2xl p-6">
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<h3 class="font-orbitron text-xl font-bold text-indigo-300 mb-4">关键催化剂</h3>
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<ul class="space-y-3 list-inside text-gray-300">
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<li><strong class="text-teal-300">特斯拉进展:</strong> Optimus完成更复杂工厂任务的公开展示。</li>
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<li><strong class="text-teal-300">订单突破:</strong> 国内头部厂商（智元、宇树）公布百/千台级商业订单。</li>
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<li><strong class="text-teal-300">价格下探:</strong> 更多厂商推出10万元以内、具备可用性的机器人产品。</li>
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<li><strong class="text-teal-300">国产化突破:</strong> 行星滚柱丝杠、六维力矩传感器等核心“卡脖子”部件实现低成本、规模化量产。</li>
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</ul>
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</div>
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<div class="bento-span-12 glass-card rounded-2xl p-6">
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<h3 class="font-orbitron text-xl font-bold text-indigo-300 mb-4">预期差分析</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4 text-gray-300">
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<div>
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<h4 class="font-bold text-fuchsia-300">商业化节奏与场景</h4>
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<p class="text-sm">市场对C端应用预期可能超前。近期（1-3年）商业化将高度聚焦于<strong class="text-white">特定工业场景</strong>（汽车、3C制造），家庭服务落地（如小鹏规划的2027-28年）仍需时日。</p>
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</div>
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<div>
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<h4 class="font-bold text-fuchsia-300">量产规模与盈利</h4>
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<p class="text-sm">“万台/百万台”叙事宏大，但实际落地更为冷静（如特斯拉2025年指引约5000台）。市场短期可能忽略盈利问题，人形机器人盈利之路漫长，前期巨额研发投入是必然。</p>
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</div>
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<div>
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<h4 class="font-bold text-fuchsia-300">概念纯度</h4>
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<p class="text-sm">关联个股庞杂，部分公司关联较弱，存在非理性概念捆绑。投资者需仔细甄别产业链逻辑的“纯度”，避免“蹭热点”标的。</p>
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</div>
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</div>
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</div>
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<div class="bento-span-12 glass-card rounded-2xl p-6">
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<h3 class="font-orbitron text-xl font-bold text-indigo-300 mb-4">产业链图谱与核心公司</h3>
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<div class="flex flex-col lg:flex-row gap-6">
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<div class="flex-grow">
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<div class="space-y-4">
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<div>
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<h4 class="text-lg font-semibold text-sky-300">上游：核心软硬件</h4>
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<p class="text-sm text-gray-400"><strong>硬件:</strong> 减速器 (绿的谐波), 伺服/电机 (鸣志电器), 丝杠/轴承 (北特科技、贝斯特), 传感器 (柯力传感), 灵巧手 (兆威机电)。</p>
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<p class="text-sm text-gray-400"><strong>软件/大脑:</strong> AI芯片 (地平线), 操作系统/大模型 (华为云、商汤), 视觉方案 (奥比中光)。</p>
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</div>
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<div>
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<h4 class="text-lg font-semibold text-sky-300">中游：机器人本体/整机</h4>
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<p class="text-sm text-gray-400"><strong>人形机器人:</strong> 特斯拉, 智元机器人, 宇树科技, 优必选, Figure AI。</p>
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<p class="text-sm text-gray-400"><strong>工业/特种/手术:</strong> 新松机器人, 埃斯顿, 微创机器人。</p>
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</div>
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<div>
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<h4 class="text-lg font-semibold text-sky-300">下游：应用场景</h4>
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<p class="text-sm text-gray-400"><strong>工业制造:</strong> 汽车 (赛力斯、东风柳汽), 3C。</p>
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<p class="text-sm text-gray-400"><strong>商业服务 & 物流:</strong> 文娱 (大丰实业), 物业 (锦和商管), 仓储 (亚马逊)。</p>
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</div>
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</div>
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</div>
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<div class="w-full lg:w-1/2 h-80 lg:h-auto" id="echarts-sunburst"></div>
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</div>
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</div>
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<div class="bento-span-12 lg:bento-span-6 glass-card rounded-2xl p-6">
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<h3 class="font-orbitron text-xl font-bold text-indigo-300 mb-4">潜在风险与挑战</h3>
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<ul class="space-y-2 list-inside text-gray-300">
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<li><strong class="text-rose-400">技术风险:</strong> 训练数据获取成本高、标注难；硬件在高性能、低成本、长续航间难以平衡。</li>
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<li><strong class="text-rose-400">商业化风险:</strong> 成本与投资回报（ROI）对大部分企业仍不明确；场景泛化能力不足，迁移部署成本高。</li>
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<li><strong class="text-rose-400">政策与竞争风险:</strong> 安全、伦理法规空白；赛道竞争加剧，可能引发价格战压缩利润。</li>
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</ul>
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</div>
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<div class="bento-span-12 lg:bento-span-6 glass-card rounded-2xl p-6">
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<h3 class="font-orbitron text-xl font-bold text-indigo-300 mb-4">投资启示</h3>
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<p class="text-gray-300 mb-3">概念已从纯主题炒作迈入<strong class="text-white">基本面驱动的早期阶段</strong>。高潜力与高风险并存。现阶段确定性相对最高的环节是：</p>
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<ol class="space-y-2 list-decimal list-inside text-gray-300">
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<li><strong class="text-amber-300">核心零部件 (“卖铲人”逻辑):</strong> 无论整机厂谁最终胜出，都需要上游核心部件。投资技术壁垒高、已进入主流厂商供应链的公司，风险相对分散。</li>
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<li><strong class="text-amber-300">平台型生态构建者 (“操作系统”逻辑):</strong> 以华为为代表，通过提供核心AI能力赋能产业，具备高壁垒和网络效应，有望占据产业链制高点。</li>
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</ol>
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</div>
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</div>
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</section>
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<!-- Data Sources Section -->
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<section id="data-sources" x-data="{ tab: 'news' }">
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<h2 class="font-orbitron text-3xl font-bold mb-8 text-indigo-200 border-l-4 border-indigo-400 pl-4">多源数据情报 (Multi-Source Intelligence)</h2>
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<div role="tablist" class="tabs tabs-bordered tabs-lg mb-6">
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<a role="tab" class="tab tab-lift" :class="{ 'tab-active': tab === 'news' }" @click="tab = 'news'">新闻数据</a>
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<a role="tab" class="tab tab-lift" :class="{ 'tab-active': tab === 'roadshow' }" @click="tab = 'roadshow'">路演纪要</a>
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<a role="tab" class="tab tab-lift" :class="{ 'tab-active': tab === 'research' }" @click="tab = 'research'">研报精粹</a>
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</div>
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<!-- News Data Panel -->
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<div x-show="tab === 'news'" class="space-y-4">
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-4">
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<div class="glass-card rounded-2xl p-5">
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<h4 class="font-bold text-lg text-cyan-300 mb-2">智元机器人 (Agibot)</h4>
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<ul class="text-sm space-y-1 text-gray-300 list-disc list-inside">
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<li><strong>生产与销售:</strong> 开启商用量产，年计划产量近千台。六大产品线在京东等平台开售。</li>
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<li><strong>商业化:</strong> 3个月内获上百商单，"出场费"约1.5万/天。与大丰实业成立合资公司，开发文娱场景机器人。</li>
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<li><strong>技术:</strong> 建立数据采集工厂，推出AIDEA数据采集方案，目标搭建端到端操作大模型。</li>
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<li><strong>供应链:</strong> 商络电子已交付产品；中大力德、绿的谐波等被关注。</li>
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</ul>
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</div>
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<div class="glass-card rounded-2xl p-5">
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<h4 class="font-bold text-lg text-cyan-300 mb-2">宇树科技 (Unitree)</h4>
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<ul class="text-sm space-y-1 text-gray-300 list-disc list-inside">
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<li><strong>产品与价格:</strong> H1 (65万元) 和 G1 (9.9万元) 在京东开售，G1的低价策略引发市场高度关注。</li>
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<li><strong>产品参数(G1):</strong> 身高127cm，体重35kg，3指力控灵巧手，最大43个自由度。</li>
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<li><strong>供应链关注:</strong> 丝杠/轴承(贝斯特、长盛轴承)、减速器(中大力德)、灵巧手(兆威机电)。</li>
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</ul>
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</div>
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<div class="glass-card rounded-2xl p-5">
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<h4 class="font-bold text-lg text-cyan-300 mb-2">华为 (Huawei)</h4>
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<ul class="text-sm space-y-1 text-gray-300 list-disc list-inside">
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<li><strong>生态布局:</strong> 采用“英伟达模式”，开发机器人大脑算法和模型，赋能伙伴。</li>
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<li><strong>合作伙伴:</strong> 签约16家，包括本体厂商(乐聚、夸父)、工业机器人(拓斯达、埃斯顿)和零部件(兆威机电、柯力传感)。</li>
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<li><strong>项目进展:</strong> 与宝安政府推进具身智能项目落地，或新增亿嘉和、追觅为伙伴。</li>
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</ul>
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</div>
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</div>
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</div>
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<!-- Roadshow Data Panel -->
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<div x-show="tab === 'roadshow'" class="space-y-4">
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-4">
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<div class="glass-card rounded-2xl p-5">
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<h4 class="font-bold text-lg text-purple-300 mb-2">特斯拉 (Tesla)</h4>
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<ul class="text-sm space-y-1 text-gray-300 list-disc list-inside">
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<li><strong>量产计划:</strong> 2025年底计划生产数千台（指引修正为约5000台），2029-30年目标年产超百万台。2025年内部署1000台。</li>
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<li><strong>技术路线:</strong> Optimus 2代采用直线电机+滚珠丝杠，纯视觉方案，4680电芯。</li>
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<li><strong>供应链:</strong> 仍依赖中国永磁电机。</li>
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</ul>
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</div>
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<div class="glass-card rounded-2xl p-5">
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<h4 class="font-bold text-lg text-purple-300 mb-2">新松机器人 (sz300024)</h4>
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<ul class="text-sm space-y-1 text-gray-300 list-disc list-inside">
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<li><strong>人形机器人研发:</strong> 处于研发投入阶段，融合AI与大数据，目标2025年推出整机。</li>
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<li><strong>技术方向:</strong> 重点实现“眼、手、脚协同作业”，非传统人形形态。</li>
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<li><strong>客户:</strong> 全球化客户包括米其林、宝马、特斯拉、比亚迪等。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="glass-card rounded-2xl p-5">
|
||
<h4 class="font-bold text-lg text-purple-300 mb-2">应用场景需求方</h4>
|
||
<ul class="text-sm space-y-1 text-gray-300 list-disc list-inside">
|
||
<li><strong>锦和商管:</strong> 探讨清洁、保安机器人替代潜力。测算显示30%渗透率可年省1200万成本。</li>
|
||
<li><strong>行业痛点:</strong> 机器人可缓解人力成本上升（上海保洁月薪4500+）和高流失率（年30%）的用工压力。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Research Report Panel -->
|
||
<div x-show="tab === 'research'" class="space-y-4">
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-4">
|
||
<div class="glass-card rounded-2xl p-5">
|
||
<h4 class="font-bold text-lg text-lime-300 mb-2">微创机器人 (2252.HK)</h4>
|
||
<ul class="text-sm space-y-1 text-gray-300 list-disc list-inside">
|
||
<li><strong>商业化:</strong> 四大机器人管线(腔镜、骨科、泛血管、穿刺)均已商业化。国内中标数累计达33台，国产第一。</li>
|
||
<li><strong>财务表现:</strong> 2024年营收2.57亿元（+146%），毛利率提升，但仍亏损。预计2025-26年为重要扭亏节点。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="glass-card rounded-2xl p-5">
|
||
<h4 class="font-bold text-lg text-lime-300 mb-2">人形机器人厂商动态</h4>
|
||
<ul class="text-sm space-y-1 text-gray-300 list-disc list-inside">
|
||
<li><strong>特斯拉:</strong> 计划2025年底对外销售Optimus。</li>
|
||
<li><strong>优必选:</strong> 工业人形机器人Walker S1批量进入东风柳汽工厂，全球首次。</li>
|
||
<li><strong>北京创新中心:</strong> 发布纯电驱奔跑机器人“天工”，能以6km/h稳定奔跑。</li>
|
||
<li><strong>众擎机器人:</strong> PM01以18.8万元开售，SA01双足机器人售价4.2万元。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="glass-card rounded-2xl p-5">
|
||
<h4 class="font-bold text-lg text-lime-300 mb-2">产业链厂商进展</h4>
|
||
<ul class="text-sm space-y-1 text-gray-300 list-disc list-inside">
|
||
<li><strong>丝杠产品:</strong> 双林股份、五洲新春、恒立液压、北特科技等多家布局行星滚柱丝杠，部分已送样或获定点。</li>
|
||
<li><strong>新剑传动:</strong> 行星滚柱丝杠已获特斯拉定点。</li>
|
||
<li><strong>T链关注:</strong> 三花智控、拓普集团(总成)；东华测试(传感器)；绿的谐波(减速器)；鸣志电器(电机)等。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock List Section -->
|
||
<section id="stock-list">
|
||
<h2 class="font-orbitron text-3xl font-bold mb-8 text-indigo-200 border-l-4 border-indigo-400 pl-4">相关概念股 (Associated Stocks)</h2>
|
||
|
||
<div class="overflow-x-auto glass-card rounded-2xl p-2">
|
||
<table class="table table-sm md:table-md w-full">
|
||
<thead>
|
||
<tr class="text-indigo-200">
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>关联原因</th>
|
||
<th>标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data will be populated by JS -->
|
||
<tr><td>铭科精技</td><td><a href="https://valuefrontier.cn/company?scode=001319" target="_blank" class="text-cyan-400 hover:underline">001319</a></td><td>华为机器人概念股</td><td><div class="badge badge-primary badge-outline">华为</div></td></tr>
|
||
<tr><td>柯力传感</td><td><a href="https://valuefrontier.cn/company?scode=603662" target="_blank" class="text-cyan-400 hover:underline">603662</a></td><td>华为机器人概念股</td><td><div class="badge badge-primary badge-outline">华为</div></td></tr>
|
||
<tr><td>奋达科技</td><td><a href="https://valuefrontier.cn/company?scode=002681" target="_blank" class="text-cyan-400 hover:underline">002681</a></td><td>华为机器人概念股</td><td><div class="badge badge-primary badge-outline">华为</div></td></tr>
|
||
<tr><td>赛力斯</td><td><a href="https://valuefrontier.cn/company?scode=601127" target="_blank" class="text-cyan-400 hover:underline">601127</a></td><td>华为机器人概念股</td><td><div class="badge badge-primary badge-outline">华为</div></td></tr>
|
||
<tr><td>科力尔</td><td><a href="https://valuefrontier.cn/company?scode=002892" target="_blank" class="text-cyan-400 hover:underline">002892</a></td><td>华为机器人概念股</td><td><div class="badge badge-primary badge-outline">华为</div></td></tr>
|
||
<tr><td>亿嘉和</td><td><a href="https://valuefrontier.cn/company?scode=603666" target="_blank" class="text-cyan-400 hover:underline">603666</a></td><td>华为机器人概念股</td><td><div class="badge badge-primary badge-outline">华为</div></td></tr>
|
||
<tr><td>利和兴</td><td><a href="https://valuefrontier.cn/company?scode=301013" target="_blank" class="text-cyan-400 hover:underline">301013</a></td><td>华为机器人概念股</td><td><div class="badge badge-primary badge-outline">华为</div></td></tr>
|
||
<tr><td>拓斯达</td><td><a href="https://valuefrontier.cn/company?scode=300607" target="_blank" class="text-cyan-400 hover:underline">300607</a></td><td>华为机器人概念股</td><td><div class="badge badge-primary badge-outline">华为</div></td></tr>
|
||
<tr><td>五洲新春</td><td><a href="https://valuefrontier.cn/company?scode=603667" target="_blank" class="text-cyan-400 hover:underline">603667</a></td><td>华为机器人概念股</td><td><div class="badge badge-primary badge-outline">华为</div></td></tr>
|
||
<tr><td>汉威科技</td><td><a href="https://valuefrontier.cn/company?scode=300007" target="_blank" class="text-cyan-400 hover:underline">300007</a></td><td>华为机器人概念股</td><td><div class="badge badge-primary badge-outline">华为</div></td></tr>
|
||
<tr><td>康力电梯</td><td><a href="https://valuefrontier.cn/company?scode=002367" target="_blank" class="text-cyan-400 hover:underline">002367</a></td><td>华为机器人概念股</td><td><div class="badge badge-primary badge-outline">华为</div></td></tr>
|
||
<tr><td>恒为科技</td><td><a href="https://valuefrontier.cn/company?scode=603496" target="_blank" class="text-cyan-400 hover:underline">603496</a></td><td>华为机器人概念股</td><td><div class="badge badge-primary badge-outline">华为</div></td></tr>
|
||
<tr><td>卧龙电驱</td><td><a href="https://valuefrontier.cn/company?scode=600580" target="_blank" class="text-cyan-400 hover:underline">600580</a></td><td>宇树机器人概念股</td><td><div class="badge badge-accent badge-outline">宇树</div></td></tr>
|
||
<tr><td>景兴纸业</td><td><a href="https://valuefrontier.cn/company?scode=002067" target="_blank" class="text-cyan-400 hover:underline">002067</a></td><td>宇树机器人概念股</td><td><div class="badge badge-accent badge-outline">宇树</div></td></tr>
|
||
<tr><td>中际旭创</td><td><a href="https://valuefrontier.cn/company?scode=300308" target="_blank" class="text-cyan-400 hover:underline">300308</a></td><td>宇树机器人概念股</td><td><div class="badge badge-accent badge-outline">宇树</div></td></tr>
|
||
tr><td>吉华集团</td><td><a href="https://valuefrontier.cn/company?scode=603980" target="_blank" class="text-cyan-400 hover:underline">603980</a></td><td>宇树机器人概念股</td><td><div class="badge badge-accent badge-outline">宇树</div></td></tr>
|
||
<tr><td>荣晟环保</td><td><a href="https://valuefrontier.cn/company?scode=603165" target="_blank" class="text-cyan-400 hover:underline">603165</a></td><td>宇树机器人概念股</td><td><div class="badge badge-accent badge-outline">宇树</div></td></tr>
|
||
<tr><td>朗科智能</td><td><a href="https://valuefrontier.cn/company?scode=300543" target="_blank" class="text-cyan-400 hover:underline">300543</a></td><td>宇树机器人概念股</td><td><div class="badge badge-accent badge-outline">宇树</div></td></tr>
|
||
<tr><td>长盛轴承</td><td><a href="https://valuefrontier.cn/company?scode=300718" target="_blank" class="text-cyan-400 hover:underline">300718</a></td><td>宇树机器人概念股</td><td><div class="badge badge-accent badge-outline">宇树</div></td></tr>
|
||
<tr><td>盛通股份</td><td><a href="https://valuefrontier.cn/company?scode=002599" target="_blank" class="text-cyan-400 hover:underline">002599</a></td><td>宇树机器人概念股</td><td><div class="badge badge-accent badge-outline">宇树</div></td></tr>
|
||
<tr><td>京城股份</td><td><a href="https://valuefrontier.cn/company?scode=600860" target="_blank" class="text-cyan-400 hover:underline">600860</a></td><td>参股天工机器人</td><td><div class="badge badge-secondary badge-outline">天工-参股</div></td></tr>
|
||
<tr><td>麦克奥迪</td><td><a href="https://valuefrontier.cn/company?scode=300341" target="_blank" class="text-cyan-400 hover:underline">300341</a></td><td>参股天工机器人</td><td><div class="badge badge-secondary badge-outline">天工-参股</div></td></tr>
|
||
<tr><td>天奇股份</td><td><a href="https://valuefrontier.cn/company?scode=002009" target="_blank" class="text-cyan-400 hover:underline">002009</a></td><td>参股天工机器人</td><td><div class="badge badge-secondary badge-outline">天工-参股</div></td></tr>
|
||
<tr><td>珠城科技</td><td><a href="https://valuefrontier.cn/company?scode=301280" target="_blank" class="text-cyan-400 hover:underline">301280</a></td><td>为天工机器人供货</td><td><div class="badge badge-secondary badge-outline">天工-供货</div></td></tr>
|
||
<tr><td>绿的谐波</td><td><a href="https://valuefrontier.cn/company?scode=688017" target="_blank" class="text-cyan-400 hover:underline">688017</a></td><td>为天工机器人供货</td><td><div class="badge badge-secondary badge-outline">天工-供货</div></td></tr>
|
||
<tr><td>奥比中光</td><td><a href="https://valuefrontier.cn/company?scode=688322" target="_blank" class="text-cyan-400 hover:underline">688322</a></td><td>为天工机器人供货</td><td><div class="badge badge-secondary badge-outline">天工-供货</div></td></tr>
|
||
<tr><td>祥鑫科技</td><td><a href="https://valuefrontier.cn/company?scode=002965" target="_blank" class="text-cyan-400 hover:underline">002965</a></td><td>为天工机器人供货</td><td><div class="badge badge-secondary badge-outline">天工-供货</div></td></tr>
|
||
<tr><td>三花智控</td><td><a href="https://valuefrontier.cn/company?scode=002050" target="_blank" class="text-cyan-400 hover:underline">002050</a></td><td>为天工机器人供货</td><td><div class="badge badge-secondary badge-outline">天工-供货</div></td></tr>
|
||
<tr><td>中科创达</td><td><a href="https://valuefrontier.cn/company?scode=300496" target="_blank" class="text-cyan-400 hover:underline">300496</a></td><td>为天工机器人供货</td><td><div class="badge badge-secondary badge-outline">天工-供货</div></td></tr>
|
||
<tr><td>丰立智能</td><td><a href="https://valuefrontier.cn/company?scode=301368" target="_blank" class="text-cyan-400 hover:underline">301368</a></td><td>为天工机器人供货</td><td><div class="badge badge-secondary badge-outline">天工-供货</div></td></tr>
|
||
<tr><td>雷赛智能</td><td><a href="https://valuefrontier.cn/company?scode=002979" target="_blank" class="text-cyan-400 hover:underline">002979</a></td><td>为天工机器人供货</td><td><div class="badge badge-secondary badge-outline">天工-供货</div></td></tr>
|
||
<tr><td>鸣志电器</td><td><a href="https://valuefrontier.cn/company?scode=603728" target="_blank" class="text-cyan-400 hover:underline">603728</a></td><td>为天工机器人供货</td><td><div class="badge badge-secondary badge-outline">天工-供货</div></td></tr>
|
||
<tr><td>天奇股份</td><td><a href="https://valuefrontier.cn/company?scode=002009" target="_blank" class="text-cyan-400 hover:underline">002009</a></td><td>与天工合资机器人公司</td><td><div class="badge badge-secondary badge-outline">天工-合资机器人</div></td></tr>
|
||
<tr><td>珠城科技</td><td><a href="https://valuefrontier.cn/company?scode=301280" target="_blank" class="text-cyan-400 hover:underline">301280</a></td><td>优必选供应商</td><td><div class="badge badge-info badge-outline">优必选-供应商</div></td></tr>
|
||
<tr><td>奥比中光</td><td><a href="https://valuefrontier.cn/company?scode=688322" target="_blank" class="text-cyan-400 hover:underline">688322</a></td><td>优必选供应商</td><td><div class="badge badge-info badge-outline">优必选-供应商</div></td></tr>
|
||
<tr><td>世运电路</td><td><a href="https://valuefrontier.cn/company?scode=603920" target="_blank" class="text-cyan-400 hover:underline">603920</a></td><td>优必选供应商</td><td><div class="badge badge-info badge-outline">优必选-供应商</div></td></tr>
|
||
<tr><td>奥迪威</td><td><a href="https://valuefrontier.cn/company?scode=920491" target="_blank" class="text-cyan-400 hover:underline">920491</a></td><td>优必选供应商</td><td><div class="badge badge-info badge-outline">优必选-供应商</div></td></tr>
|
||
<tr><td>绿的谐波</td><td><a href="https://valuefrontier.cn/company?scode=688017" target="_blank" class="text-cyan-400 hover:underline">688017</a></td><td>优必选供应商</td><td><div class="badge badge-info badge-outline">优必选-供应商</div></td></tr>
|
||
<tr><td>三花智控</td><td><a href="https://valuefrontier.cn/company?scode=002050" target="_blank" class="text-cyan-400 hover:underline">002050</a></td><td>优必选供应商</td><td><div class="badge badge-info badge-outline">优必选-供应商</div></td></tr>
|
||
<tr><td>瑞芯微</td><td><a href="https://valuefrontier.cn/company?scode=603893" target="_blank" class="text-cyan-400 hover:underline">603893</a></td><td>优必选供应商</td><td><div class="badge badge-info badge-outline">优必选-供应商</div></td></tr>
|
||
<tr><td>祥鑫科技</td><td><a href="https://valuefrontier.cn/company?scode=002965" target="_blank" class="text-cyan-400 hover:underline">002965</a></td><td>优必选供应商</td><td><div class="badge badge-info badge-outline">优必选-供应商</div></td></tr>
|
||
<tr><td>伟创电气</td><td><a href="https://valuefrontier.cn/company?scode=688698" target="_blank" class="text-cyan-400 hover:underline">688698</a></td><td>优必选供应商</td><td><div class="badge badge-info badge-outline">优必选-供应商</div></td></tr>
|
||
<tr><td>昊志机电</td><td><a href="https://valuefrontier.cn/company?scode=300503" target="_blank" class="text-cyan-400 hover:underline">300503</a></td><td>与优必选有合作关系</td><td><div class="badge badge-info badge-outline">优必选-合作关系</div></td></tr>
|
||
<tr><td>德昌股份</td><td><a href="https://valuefrontier.cn/company?scode=605555" target="_blank" class="text-cyan-400 hover:underline">605555</a></td><td>与优必选有合作关系</td><td><div class="badge badge-info badge-outline">优必选-合作关系</div></td></tr>
|
||
<tr><td>广和通</td><td><a href="https://valuefrontier.cn/company?scode=300638" target="_blank" class="text-cyan-400 hover:underline">300638</a></td><td>与优必选有合作关系</td><td><div class="badge badge-info badge-outline">优必选-合作关系</div></td></tr>
|
||
<tr><td>鲁泰A</td><td>-</td><td>参股优必选</td><td><div class="badge badge-info badge-outline">优必选-参股</div></td></tr>
|
||
<tr><td>居然之家</td><td>-</td><td>参股优必选</td><td><div class="badge badge-info badge-outline">优必选-参股</div></td></tr>
|
||
<tr><td>科大讯飞</td><td><a href="https://valuefrontier.cn/company?scode=002230" target="_blank" class="text-cyan-400 hover:underline">002230</a></td><td>参股优必选</td><td><div class="badge badge-info badge-outline">优必选-参股</div></td></tr>
|
||
<tr><td>启明星辰</td><td><a href="https://valuefrontier.cn/company?scode=002439" target="_blank" class="text-cyan-400 hover:underline">002439</a></td><td>参股达闼机器人</td><td><div class="badge badge-warning badge-outline">达闼-参股</div></td></tr>
|
||
<tr><td>金地集团</td><td><a href="https://valuefrontier.cn/company?scode=600383" target="_blank" class="text-cyan-400 hover:underline">600383</a></td><td>参股达闼机器人</td><td><div class="badge badge-warning badge-outline">达闼-参股</div></td></tr>
|
||
<tr><td>夏厦精密</td><td><a href="https://valuefrontier.cn/company?scode=001306" target="_blank" class="text-cyan-400 hover:underline">001306</a></td><td>为达闼机器人供货</td><td><div class="badge badge-warning badge-outline">达闼-供货</div></td></tr>
|
||
<tr><td>朗特智能</td><td><a href="https://valuefrontier.cn/company?scode=300916" target="_blank" class="text-cyan-400 hover:underline">300916</a></td><td>为达闼机器人供货</td><td><div class="badge badge-warning badge-outline">达闼-供货</div></td></tr>
|
||
<tr><td>平治信息</td><td><a href="https://valuefrontier.cn/company?scode=300571" target="_blank" class="text-cyan-400 hover:underline">300571</a></td><td>为达闼机器人供货</td><td><div class="badge badge-warning badge-outline">达闼-供货</div></td></tr>
|
||
<tr><td>大众公用</td><td><a href="https://valuefrontier.cn/company?scode=600635" target="_blank" class="text-cyan-400 hover:underline">600635</a></td><td>参股夸父机器人</td><td><div class="badge badge-error badge-outline">夸父-参股</div></td></tr>
|
||
<tr><td>海尔智家</td><td><a href="https://valuefrontier.cn/company?scode=600690" target="_blank" class="text-cyan-400 hover:underline">600690</a></td><td>夸父机器人合作商</td><td><div class="badge badge-error badge-outline">夸父-合作商</div></td></tr>
|
||
<tr><td>富佳股份</td><td><a href="https://valuefrontier.cn/company?scode=603219" target="_blank" class="text-cyan-400 hover:underline">603219</a></td><td>夸父机器人合作商</td><td><div class="badge badge-error badge-outline">夸父-合作商</div></td></tr>
|
||
<tr><td>三花智控</td><td><a href="https://valuefrontier.cn/company?scode=002050" target="_blank" class="text-cyan-400 hover:underline">002050</a></td><td>智元机器人相关</td><td><div class="badge badge-neutral badge-outline">其他厂商-智元</div></td></tr>
|
||
<tr><td>均普智能</td><td><a href="https://valuefrontier.cn/company?scode=688306" target="_blank" class="text-cyan-400 hover:underline">688306</a></td><td>智元机器人相关</td><td><div class="badge badge-neutral badge-outline">其他厂商-智元</div></td></tr>
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</tbody>
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</table>
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|
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<div class="mt-8 space-y-4">
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涨跌幅分析补充
|
||
</div>
|
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<div class="collapse-content">
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-sm">
|
||
<thead>
|
||
<tr>
|
||
<th>股票</th>
|
||
<th>日期</th>
|
||
<th>涨幅</th>
|
||
<th>原因摘要</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>机器人 (300024)</td>
|
||
<td>2025-10-09</td>
|
||
<td>5.13%</td>
|
||
<td>公司投资成立新机器人公司，叠加特斯拉Optimus进展、行业利好共振。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>神驰机电 (603109)</td>
|
||
<td>2025-07-28</td>
|
||
<td>8.31%</td>
|
||
<td>机器人关节模组业务取得进展，与七腾机器人等探讨合作，主业增长提供基础。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>正强股份 (301119)</td>
|
||
<td>2025-07-18</td>
|
||
<td>7.32%</td>
|
||
<td>受益于机器人产业链整体走强，智元、宇树中标中移动大单。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>华阳智能 (301502)</td>
|
||
<td>2025-08-12</td>
|
||
<td>8.20%</td>
|
||
<td>2025世界机器人大会召开，多地出台支持政策，行业共振效应。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>宁波东力 (002164)</td>
|
||
<td>2025-08-08</td>
|
||
<td>10.05%</td>
|
||
<td>世界机器人大会开幕，公司30万台精密减速器扩产项目试生产。</td>
|
||
</tr>
|
||
</tbody>
|
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</table>
|
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</div>
|
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</div>
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