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vf_react/public/htmls/小鹏智能机器人.html
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<!DOCTYPE html>
<html lang="zh-CN">
<head>
<meta charset="utf-8" />
<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
<title>小鹏智能机器人 - 行业洞察与投资分析</title>
<!-- Google Fonts -->
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&family=Noto+Sans+SC:wght@300;400;500;700&display=swap" rel="stylesheet" />
<!-- Font Awesome Icons -->
<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
<!-- Tailwind CSS -->
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
<!-- DaisyUI -->
<link href="https://cdn.jsdelivr.net/npm/daisyui@5/dist/full.min.css" rel="stylesheet" type="text/css" />
<!-- Custom Styles -->
<style>
body {
font-family: 'Inter', 'Noto Sans SC', sans-serif;
background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
min-height: 100vh;
color: #e2e8f0;
}
.timeline-line {
background: linear-gradient(to bottom, #3b82f6, #8b5cf6);
width: 2px;
position: absolute;
left: 20px;
top: 0;
bottom: 0;
}
.timeline-dot {
width: 40px;
height: 40px;
border-radius: 50%;
background: #3b82f6;
position: relative;
z-index: 2;
box-shadow: 0 0 0 4px rgba(59, 130, 246, 0.2);
}
.card-glass {
background: rgba(30, 41, 59, 0.7);
backdrop-filter: blur(10px);
border: 1px solid rgba(148, 163, 184, 0.1);
}
.gradient-text {
background: linear-gradient(135deg, #3b82f6 0%, #8b5cf6 100%);
-webkit-background-clip: text;
-webkit-text-fill-color: transparent;
background-clip: text;
}
.hover-scale {
transition: transform 0.3s ease;
}
.hover-scale:hover {
transform: scale(1.02);
}
.table-container {
overflow-x: auto;
}
.table-container::-webkit-scrollbar {
height: 8px;
}
.table-container::-webkit-scrollbar-track {
background: rgba(30, 41, 59, 0.5);
border-radius: 4px;
}
.table-container::-webkit-scrollbar-thumb {
background: #3b82f6;
border-radius: 4px;
}
#particles-js {
position: fixed;
width: 100%;
height: 100%;
top: 0;
left: 0;
z-index: -1;
}
.section-divider {
height: 2px;
background: linear-gradient(90deg, transparent, #3b82f6, transparent);
margin: 3rem 0;
}
.badge-gradient {
background: linear-gradient(135deg, #3b82f6 0%, #8b5cf6 100%);
color: white;
padding: 0.25rem 0.75rem;
border-radius: 9999px;
font-size: 0.75rem;
font-weight: 600;
}
.highlight-box {
background: rgba(59, 130, 246, 0.1);
border-left: 4px solid #3b82f6;
padding: 1rem;
margin: 1rem 0;
border-radius: 0.5rem;
}
@media (max-width: 768px) {
.timeline-line {
left: 15px;
}
.timeline-dot {
width: 30px;
height: 30px;
}
}
</style>
</head>
<body>
<!-- Particles Background -->
<div id="particles-js"></div>
<!-- Main Content -->
<div class="container mx-auto px-4 py-8 max-w-7xl">
<!-- Header -->
<div class="text-center mb-12">
<h1 class="text-4xl md:text-5xl font-bold mb-4 gradient-text">小鹏智能机器人</h1>
<p class="text-xl text-gray-400">从概念展示到量产倒计时 - 行业洞察与投资分析</p>
<div class="mt-4 flex justify-center space-x-4">
<span class="badge-gradient">智能科技</span>
<span class="badge-gradient">人形机器人</span>
<span class="badge-gradient">未来制造</span>
</div>
</div>
<!-- Executive Summary -->
<div class="card-glass rounded-xl p-6 mb-8 hover-scale">
<h2 class="text-2xl font-bold mb-4 flex items-center">
<i class="fas fa-lightbulb text-yellow-400 mr-3"></i>
核心观点摘要
</h2>
<div class="highlight-box">
<p class="text-lg leading-relaxed">
小鹏智能机器人已从"概念展示"进入"工厂实训+量产倒计时"阶段;核心驱动力是"汽车智驾技术栈的 70% 复用率 + 2026 年 L3 级量产落地"。未来 3 年,机器人业务有望复制 2020-2023 年小鹏智驾的渗透率曲线,成为公司第三成长曲线。
</p>
</div>
</div>
<!-- Timeline Section -->
<div class="card-glass rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 flex items-center">
<i class="fas fa-clock text-blue-400 mr-3"></i>
发展时间轴
</h2>
<div class="relative">
<div class="timeline-line"></div>
<div class="space-y-8">
<div class="flex items-start">
<div class="timeline-dot flex items-center justify-center">
<i class="fas fa-rocket text-white text-sm"></i>
</div>
<div class="ml-8">
<div class="text-blue-400 font-semibold">2020-12</div>
<h3 class="text-lg font-semibold mt-1">切入机器人赛道</h3>
<p class="text-gray-400 mt-1">收购四足机器人公司"多够机器人",成立鹏行智能</p>
</div>
</div>
<div class="flex items-start">
<div class="timeline-dot flex items-center justify-center">
<i class="fas fa-robot text-white text-sm"></i>
</div>
<div class="ml-8">
<div class="text-blue-400 font-semibold">2023-10</div>
<h3 class="text-lg font-semibold mt-1">首款人形机器人亮相</h3>
<p class="text-gray-400 mt-1">PX5 在"1024科技日"首次亮相身高1.5m7个手臂自由度+11个灵巧手自由度</p>
</div>
</div>
<div class="flex items-start">
<div class="timeline-dot flex items-center justify-center">
<i class="fas fa-hand-paper text-white text-sm"></i>
</div>
<div class="ml-8">
<div class="text-blue-400 font-semibold">2024-08-12</div>
<h3 class="text-lg font-semibold mt-1">机械手技术突破</h3>
<p class="text-gray-400 mt-1">何小鹏微博发布"机械手"视频展示单手完成MONA M03手机下单全过程</p>
</div>
</div>
<div class="flex items-start">
<div class="timeline-dot flex items-center justify-center">
<i class="fas fa-cog text-white text-sm"></i>
</div>
<div class="ml-8">
<div class="text-blue-400 font-semibold">2024-11-06</div>
<h3 class="text-lg font-semibold mt-1">第二代机器人发布</h3>
<p class="text-gray-400 mt-1">Iron人形机器人发布身高178cm/70kg/62个主动自由度/15自由度灵巧手</p>
</div>
</div>
<div class="flex items-start">
<div class="timeline-dot flex items-center justify-center">
<i class="fas fa-car text-white text-sm"></i>
</div>
<div class="ml-8">
<div class="text-blue-400 font-semibold">2025-04-23</div>
<h3 class="text-lg font-semibold mt-1">上海车展二次亮相</h3>
<p class="text-gray-400 mt-1">Iron现场演示行走、语音交互、打螺丝宣布2026年L3级量产</p>
</div>
</div>
<div class="flex items-start">
<div class="timeline-dot flex items-center justify-center">
<i class="fas fa-brain text-white text-sm"></i>
</div>
<div class="ml-8">
<div class="text-blue-400 font-semibold">2025-07-25</div>
<h3 class="text-lg font-semibold mt-1">智能拟态部成立</h3>
<p class="text-gray-400 mt-1">机器人中心成立"智能拟态部",专攻具身智能原生多模态大模型</p>
</div>
</div>
</div>
</div>
</div>
<div class="section-divider"></div>
<!-- Core Logic Section -->
<div class="card-glass rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 flex items-center">
<i class="fas fa-microchip text-purple-400 mr-3"></i>
核心逻辑与市场认知
</h2>
<div class="grid md:grid-cols-2 gap-6">
<div>
<h3 class="text-xl font-semibold mb-4 text-blue-400">核心驱动力</h3>
<div class="space-y-4">
<div class="bg-gray-800 bg-opacity-50 rounded-lg p-4">
<h4 class="font-semibold flex items-center">
<i class="fas fa-sync-alt text-green-400 mr-2"></i>
技术复用
</h4>
<p class="text-sm text-gray-400 mt-2">
小鹏把智驾的端到端大模型、图灵芯片、鹰眼视觉、天玑OS直接迁移到机器人研发效率远高于纯机器人初创公司。路演中管理层明确"70%汽车零部件与机器人同源"。
</p>
</div>
<div class="bg-gray-800 bg-opacity-50 rounded-lg p-4">
<h4 class="font-semibold flex items-center">
<i class="fas fa-dollar-sign text-green-400 mr-2"></i>
成本骤降
</h4>
<p class="text-sm text-gray-400 mt-2">
汽车级供应链谐波减速器、行星滚柱丝杠、800V三电摊薄BOM成本卖方测算Iron成本比Optimus低30-40%。
</p>
</div>
<div class="bg-gray-800 bg-opacity-50 rounded-lg p-4">
<h4 class="font-semibold flex items-center">
<i class="fas fa-route text-green-400 mr-2"></i>
场景闭环
</h4>
<p class="text-sm text-gray-400 mt-2">
先在自有工厂跑通"搬运-质检-打螺丝",积累数据后再外售,商业化路径清晰。
</p>
</div>
</div>
</div>
<div>
<h3 class="text-xl font-semibold mb-4 text-purple-400">市场热度与预期差</h3>
<div class="space-y-4">
<div class="bg-gray-800 bg-opacity-50 rounded-lg p-4">
<h4 class="font-semibold flex items-center">
<i class="fas fa-chart-line text-yellow-400 mr-2"></i>
卖方覆盖密度
</h4>
<p class="text-sm text-gray-400 mt-2">
2025-04-23车展后48小时内中信、申万、天风、西部、东北等8家团队连发12篇机器人产业链报告情绪高涨。
</p>
</div>
<div class="bg-gray-800 bg-opacity-50 rounded-lg p-4">
<h4 class="font-semibold flex items-center">
<i class="fas fa-fire text-yellow-400 mr-2"></i>
新闻热度
</h4>
<p class="text-sm text-gray-400 mt-2">
微博话题#小鹏Iron机器人打螺丝#阅读量2.3亿抖音相关视频播放1.1亿次。
</p>
</div>
<div class="bg-gray-800 bg-opacity-50 rounded-lg p-4">
<h4 class="font-semibold flex items-center">
<i class="fas fa-exclamation-triangle text-red-400 mr-2"></i>
被忽视的关键点
</h4>
<ul class="text-sm text-gray-400 mt-2 space-y-1">
<li>• 丝杠用量超预期Iron单机>20根丝杠</li>
<li>• 政策补贴L3机器人可享受单车1-2万元补贴</li>
<li>• 数据壁垒:每天可采集>10万条真实产线视频</li>
</ul>
</div>
</div>
</div>
</div>
</div>
<div class="section-divider"></div>
<!-- Catalysts Section -->
<div class="card-glass rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 flex items-center">
<i class="fas fa-rocket text-orange-400 mr-3"></i>
关键催化剂与未来路径
</h2>
<div class="grid md:grid-cols-2 gap-6">
<div>
<h3 class="text-xl font-semibold mb-4 text-orange-400">近期催化剂3-6个月</h3>
<div class="space-y-3">
<div class="flex items-start">
<div class="bg-orange-500 rounded-full w-6 h-6 flex items-center justify-center flex-shrink-0 mt-1">
<span class="text-white text-xs font-bold">1</span>
</div>
<div class="ml-3">
<h4 class="font-semibold">2025-05-28M03 Max上市</h4>
<p class="text-sm text-gray-400">首次把图灵芯片+端到端智驾下放到15万级车型验证"技术平权"逻辑</p>
</div>
</div>
<div class="flex items-start">
<div class="bg-orange-500 rounded-full w-6 h-6 flex items-center justify-center flex-shrink-0 mt-1">
<span class="text-white text-xs font-bold">2</span>
</div>
<div class="ml-3">
<h4 class="font-semibold">2025-06工信部《指导意见》细则落地</h4>
<p class="text-sm text-gray-400">PEEK用量标准、L3认证规范有望明确</p>
</div>
</div>
<div class="flex items-start">
<div class="bg-orange-500 rounded-full w-6 h-6 flex items-center justify-center flex-shrink-0 mt-1">
<span class="text-white text-xs font-bold">3</span>
</div>
<div class="ml-3">
<h4 class="font-semibold">2025-07广州工厂媒体日</h4>
<p class="text-sm text-gray-400">Iron将现场演示24小时无人化作业</p>
</div>
</div>
</div>
</div>
<div>
<h3 class="text-xl font-semibold mb-4 text-green-400">长期发展路径</h3>
<div class="relative">
<div class="absolute left-4 top-0 bottom-0 w-0.5 bg-gradient-to-b from-green-500 to-blue-500"></div>
<div class="space-y-4">
<div class="flex items-center">
<div class="bg-green-500 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 z-10">
<i class="fas fa-check text-white text-xs"></i>
</div>
<div class="ml-4">
<span class="font-semibold">2024-2025</span>
<span class="text-gray-400 ml-2">工厂实训</span>
</div>
</div>
<div class="flex items-center">
<div class="bg-blue-500 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 z-10">
<i class="fas fa-industry text-white text-xs"></i>
</div>
<div class="ml-4">
<span class="font-semibold">2026</span>
<span class="text-gray-400 ml-2">5万台L3量产</span>
</div>
</div>
<div class="flex items-center">
<div class="bg-purple-500 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 z-10">
<i class="fas fa-store text-white text-xs"></i>
</div>
<div class="ml-4">
<span class="font-semibold">2027-2028</span>
<span class="text-gray-400 ml-2">商业清洁、零售门店</span>
</div>
</div>
<div class="flex items-center">
<div class="bg-pink-500 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 z-10">
<i class="fas fa-home text-white text-xs"></i>
</div>
<div class="ml-4">
<span class="font-semibold">2029以后</span>
<span class="text-gray-400 ml-2">家用场景</span>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<div class="section-divider"></div>
<!-- Industry Chain Section -->
<div class="card-glass rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 flex items-center">
<i class="fas fa-sitemap text-cyan-400 mr-3"></i>
产业链与核心公司
</h2>
<div class="grid md:grid-cols-3 gap-4 mb-6">
<div class="bg-gradient-to-br from-blue-600 to-blue-800 rounded-lg p-4 text-center">
<i class="fas fa-cubes text-3xl mb-2"></i>
<h3 class="font-semibold">上游材料</h3>
<p class="text-sm opacity-80">PEEK、碳纤维</p>
</div>
<div class="bg-gradient-to-br from-purple-600 to-purple-800 rounded-lg p-4 text-center">
<i class="fas fa-cogs text-3xl mb-2"></i>
<h3 class="font-semibold">核心零部件</h3>
<p class="text-sm opacity-80">丝杠、减速器、电机、传感器</p>
</div>
<div class="bg-gradient-to-br from-green-600 to-green-800 rounded-lg p-4 text-center">
<i class="fas fa-robot text-3xl mb-2"></i>
<h3 class="font-semibold">中游本体</h3>
<p class="text-sm opacity-80">小鹏汽车Iron设计+集成)</p>
</div>
</div>
<h3 class="text-xl font-semibold mb-4">核心玩家对比</h3>
<div class="overflow-x-auto">
<table class="w-full text-sm">
<thead>
<tr class="border-b border-gray-700">
<th class="text-left py-3 px-4">公司</th>
<th class="text-left py-3 px-4">角色</th>
<th class="text-left py-3 px-4">最新进展</th>
<th class="text-center py-3 px-4">逻辑强度</th>
<th class="text-left py-3 px-4">风险点</th>
</tr>
</thead>
<tbody>
<tr class="border-b border-gray-800 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-semibold">小鹏汽车-W</td>
<td class="py-3 px-4">整机+场景</td>
<td class="py-3 px-4">2026年5万台量产70%技术复用</td>
<td class="py-3 px-4 text-center">
<span class="text-yellow-400">★★★★★</span>
</td>
<td class="py-3 px-4">量产良率、政策补贴不及预期</td>
</tr>
<tr class="border-b border-gray-800 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-semibold">新剑传动</td>
<td class="py-3 px-4">行星滚柱丝杠</td>
<td class="py-3 px-4">小鹏一级供应商单车20+根丝杠</td>
<td class="py-3 px-4 text-center">
<span class="text-yellow-400">★★★★☆</span>
</td>
<td class="py-3 px-4">产能扩张低于预期</td>
</tr>
<tr class="border-b border-gray-800 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-semibold">汉威科技</td>
<td class="py-3 px-4">电子皮肤</td>
<td class="py-3 px-4">已送样Iron灵巧手触觉阵列</td>
<td class="py-3 px-4 text-center">
<span class="text-yellow-400">★★★★</span>
</td>
<td class="py-3 px-4">技术路线被电容式替代</td>
</tr>
<tr class="hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-semibold">方正电机</td>
<td class="py-3 px-4">关节电机</td>
<td class="py-3 px-4">与小鹏合资设立机器人电机公司</td>
<td class="py-3 px-4 text-center">
<span class="text-yellow-400">★★★☆</span>
</td>
<td class="py-3 px-4">估值已部分反映预期</td>
</tr>
</tbody>
</table>
</div>
</div>
<div class="section-divider"></div>
<!-- Risk Section -->
<div class="card-glass rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 flex items-center">
<i class="fas fa-exclamation-triangle text-red-400 mr-3"></i>
潜在风险与挑战
</h2>
<div class="grid md:grid-cols-2 gap-6">
<div class="space-y-4">
<div class="bg-red-900 bg-opacity-20 border-l-4 border-red-500 p-4 rounded">
<h3 class="font-semibold text-red-400 mb-2">技术风险</h3>
<p class="text-sm text-gray-400">
灵巧手15自由度→22自由度升级过程中微型丝杠+触觉传感器的可靠性仍需1-2年工厂验证。
</p>
</div>
<div class="bg-orange-900 bg-opacity-20 border-l-4 border-orange-500 p-4 rounded">
<h3 class="font-semibold text-orange-400 mb-2">商业化风险</h3>
<p class="text-sm text-gray-400">
路演中5万台目标基于"内部工厂+外部3C客户"若3C客户资本开支收缩订单可能下修。
</p>
</div>
</div>
<div class="space-y-4">
<div class="bg-yellow-900 bg-opacity-20 border-l-4 border-yellow-500 p-4 rounded">
<h3 class="font-semibold text-yellow-400 mb-2">政策风险</h3>
<p class="text-sm text-gray-400">
L3机器人补贴细则若延迟至2026年后B端采购节奏放缓。
</p>
</div>
<div class="bg-purple-900 bg-opacity-20 border-l-4 border-purple-500 p-4 rounded">
<h3 class="font-semibold text-purple-400 mb-2">信息矛盾</h3>
<p class="text-sm text-gray-400">
部分媒体称Iron已"全自主打螺丝",但现场视频显示仍需工程师旁站,存在"演示vs量产"落差。
</p>
</div>
</div>
</div>
</div>
<div class="section-divider"></div>
<!-- Investment Insights Section -->
<div class="card-glass rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 flex items-center">
<i class="fas fa-chart-line text-green-400 mr-3"></i>
投资启示与关键指标
</h2>
<div class="mb-6">
<h3 class="text-xl font-semibold mb-3 text-green-400">阶段判断</h3>
<div class="highlight-box">
<p class="text-lg">
主题炒作已过,进入"量产前夜"基本面驱动阶段;核心跟踪指标是<strong>2025Q4小鹏工厂Iron稼动率</strong><strong>2026H1外部客户首单</strong>
</p>
</div>
</div>
<div class="grid md:grid-cols-2 gap-6 mb-6">
<div>
<h3 class="text-xl font-semibold mb-3 text-blue-400">最具价值环节</h3>
<div class="space-y-3">
<div class="flex items-start">
<div class="bg-blue-500 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mt-1">
<span class="text-white font-bold">1</span>
</div>
<div class="ml-3">
<h4 class="font-semibold">丝杠赛道</h4>
<p class="text-sm text-gray-400">数量弹性+国产替代ASP不降反升</p>
<p class="text-xs text-blue-400 mt-1">标的:新剑传动、双林股份</p>
</div>
</div>
<div class="flex items-start">
<div class="bg-blue-500 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mt-1">
<span class="text-white font-bold">2</span>
</div>
<div class="ml-3">
<h4 class="font-semibold">电子皮肤</h4>
<p class="text-sm text-gray-400">灵巧手触觉刚需,技术壁垒高</p>
<p class="text-xs text-blue-400 mt-1">标的:汉威科技</p>
</div>
</div>
</div>
</div>
<div>
<h3 class="text-xl font-semibold mb-3 text-purple-400">关键验证指标</h3>
<div class="space-y-3">
<div class="flex items-center">
<i class="fas fa-check-circle text-green-400 mr-2"></i>
<span class="text-sm">2025-09小鹏Iron在第三方3C工厂落地数量>100台即超预期</span>
</div>
<div class="flex items-center">
<i class="fas fa-check-circle text-green-400 mr-2"></i>
<span class="text-sm">工信部L3机器人认证名单小鹏是否首批</span>
</div>
<div class="flex items-center">
<i class="fas fa-check-circle text-green-400 mr-2"></i>
<span class="text-sm">丝杠龙头2025H2产能利用率>70%则供需紧张)</span>
</div>
</div>
</div>
</div>
</div>
<div class="section-divider"></div>
<!-- Stock Data Section -->
<div class="card-glass rounded-xl p-6">
<h2 class="text-2xl font-bold mb-6 flex items-center">
<i class="fas fa-chart-bar text-yellow-400 mr-3"></i>
关联股票数据
</h2>
<!-- 小鹏产业链 -->
<div class="mb-8">
<h3 class="text-xl font-semibold mb-4 text-blue-400">小鹏产业链 (250521)</h3>
<div class="table-container">
<table class="w-full text-sm">
<thead>
<tr class="bg-gray-800 bg-opacity-50">
<th class="text-left py-3 px-4 font-semibold">股票名称</th>
<th class="text-left py-3 px-4 font-semibold">分类</th>
<th class="text-left py-3 px-4 font-semibold">项目</th>
<th class="text-left py-3 px-4 font-semibold">合作原因</th>
</tr>
</thead>
<tbody>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">广东鸿图</td>
<td class="py-3 px-4">核心供应商</td>
<td class="py-3 px-4">一体化压铸件</td>
<td class="py-3 px-4">2025年预计从小鹏汽车获得7-8亿元收入</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">博俊科技</td>
<td class="py-3 px-4">核心供应商</td>
<td class="py-3 px-4">冲压件</td>
<td class="py-3 px-4">2025年预计从小鹏汽车获得7亿元收入</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">德赛西威</td>
<td class="py-3 px-4">核心供应商</td>
<td class="py-3 px-4">智能驾驶域控制器单车价值1万元</td>
<td class="py-3 px-4">智能驾驶系统核心供应商</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">保隆科技</td>
<td class="py-3 px-4">核心供应商</td>
<td class="py-3 px-4">空气悬挂单车价值5000元</td>
<td class="py-3 px-4">车身控制系统供应商</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">华阳集团</td>
<td class="py-3 px-4">核心供应商</td>
<td class="py-3 px-4">HUD及车载功放单车价值700-1500元</td>
<td class="py-3 px-4">智能座舱系统供应商</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">祥鑫科技</td>
<td class="py-3 px-4">核心供应商</td>
<td class="py-3 px-4">车身铝结构件及地板梁单车价值1000元</td>
<td class="py-3 px-4">轻量化结构件供应商</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">上海沿浦</td>
<td class="py-3 px-4">核心供应商</td>
<td class="py-3 px-4">骨架单车价值1000元</td>
<td class="py-3 px-4">座椅系统供应商</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">常熟汽饰</td>
<td class="py-3 px-4">核心供应商</td>
<td class="py-3 px-4">底护板等外饰件单车价值800元</td>
<td class="py-3 px-4">外饰件供应商</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">威尔股份</td>
<td class="py-3 px-4">芯片与传感器</td>
<td class="py-3 px-4">汽车芯片</td>
<td class="py-3 px-4">半导体芯片供应商</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">纳新微</td>
<td class="py-3 px-4">芯片与传感器</td>
<td class="py-3 px-4">汽车芯片</td>
<td class="py-3 px-4">模拟芯片供应商</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">豪恩汽电</td>
<td class="py-3 px-4">芯片与传感器</td>
<td class="py-3 px-4">雷达系统摄像头</td>
<td class="py-3 px-4">传感器系统供应商</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">方正电机</td>
<td class="py-3 px-4">电机与部件</td>
<td class="py-3 px-4">驱动电机</td>
<td class="py-3 px-4">动力系统电机供应商</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">银轮股份</td>
<td class="py-3 px-4">电机与部件</td>
<td class="py-3 px-4">热管理系统及集成模块</td>
<td class="py-3 px-4">热管理解决方案供应商</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">卧龙电驱</td>
<td class="py-3 px-4">电机与部件</td>
<td class="py-3 px-4">G6供应商磁同步电机</td>
<td class="py-3 px-4">驱动电机核心供应商</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">富临精工</td>
<td class="py-3 px-4">电机与部件</td>
<td class="py-3 px-4">精密部件</td>
<td class="py-3 px-4">精密制造供应商</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">美湖股份</td>
<td class="py-3 px-4">电机与部件</td>
<td class="py-3 px-4">电子泵、变速箱油泵</td>
<td class="py-3 px-4">泵类产品供应商</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">光洋股份</td>
<td class="py-3 px-4">核心供应商/动力与驱动部件</td>
<td class="py-3 px-4">飞行汽车X3定点A样交付</td>
<td class="py-3 px-4">完成飞行汽车项目定点交付</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">东安动力</td>
<td class="py-3 px-4">动力与驱动部件</td>
<td class="py-3 px-4">飞行汽车发动机</td>
<td class="py-3 px-4">飞行汽车动力系统供应商</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">湘油泵</td>
<td class="py-3 px-4">动力与驱动部件</td>
<td class="py-3 px-4">电子油泵</td>
<td class="py-3 px-4">油泵系统供应商</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">美湖股份</td>
<td class="py-3 px-4">动力与驱动部件</td>
<td class="py-3 px-4">电子泵、变速箱油泵</td>
<td class="py-3 px-4">泵类产品供应商</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">吉林化纤</td>
<td class="py-3 px-4">动力与驱动部件</td>
<td class="py-3 px-4">碳纤维零部件(中国恒瑞)</td>
<td class="py-3 px-4">碳纤维材料供应商</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">双一科技</td>
<td class="py-3 px-4">结构件与材料</td>
<td class="py-3 px-4">飞行器蒙皮材料</td>
<td class="py-3 px-4">轻量化材料供应商</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">铭科精技</td>
<td class="py-3 px-4">结构件与材料</td>
<td class="py-3 px-4">模具及零部件</td>
<td class="py-3 px-4">汽车模具供应商</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">天汽模</td>
<td class="py-3 px-4">结构件与材料</td>
<td class="py-3 px-4">沈阳天汽模航空部件钣金零件</td>
<td class="py-3 px-4">航空级钣金件供应商</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">中汽股份</td>
<td class="py-3 px-4">合作</td>
<td class="py-3 px-4">飞行汽车测试服务</td>
<td class="py-3 px-4">测试服务合作方</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">华安鑫创</td>
<td class="py-3 px-4">合作</td>
<td class="py-3 px-4">座舱显示系统</td>
<td class="py-3 px-4">智能座舱系统合作方</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">天成自控</td>
<td class="py-3 px-4">合作</td>
<td class="py-3 px-4">航空座椅</td>
<td class="py-3 px-4">座椅系统合作方</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">王子新材</td>
<td class="py-3 px-4">合作</td>
<td class="py-3 px-4">持股宁波新容85%</td>
<td class="py-3 px-4">子公司合作方</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">亿纬锂能</td>
<td class="py-3 px-4">电池等</td>
<td class="py-3 px-4">孚能科技、中创新航</td>
<td class="py-3 px-4">电池供应商</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">并行科技</td>
<td class="py-3 px-4">北交所</td>
<td class="py-3 px-4">北交所</td>
<td class="py-3 px-4">北交所上市公司</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">兆威机电</td>
<td class="py-3 px-4">小鹏机器人</td>
<td class="py-3 px-4">灵巧手</td>
<td class="py-3 px-4">机器人关节部件供应商</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">恒立液压</td>
<td class="py-3 px-4">小鹏机器人</td>
<td class="py-3 px-4">拓普集团</td>
<td class="py-3 px-4">液压系统供应商</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">方正电机</td>
<td class="py-3 px-4">小鹏机器人</td>
<td class="py-3 px-4">盘式电机、鸣志电器(空心杯电机)</td>
<td class="py-3 px-4">电机供应商</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">绿的谐波</td>
<td class="py-3 px-4">小鹏机器人</td>
<td class="py-3 px-4">中大力德、豪能股份、光洋股份(潜在)</td>
<td class="py-3 px-4">减速器供应商</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">双林股份</td>
<td class="py-3 px-4">小鹏机器人</td>
<td class="py-3 px-4">新剑传动(行星滚柱丝杠)、震裕科技、山东博特</td>
<td class="py-3 px-4">传动系统供应商</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">坤维科技</td>
<td class="py-3 px-4">小鹏机器人</td>
<td class="py-3 px-4">宇立仪器、安培龙、柯力传感</td>
<td class="py-3 px-4">传感器供应商</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">汉威科技</td>
<td class="py-3 px-4">小鹏机器人</td>
<td class="py-3 px-4">电子皮肤技术</td>
<td class="py-3 px-4">触觉传感器供应商</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">中欣氟材</td>
<td class="py-3 px-4">轻量化</td>
<td class="py-3 px-4">PEEK材料</td>
<td class="py-3 px-4">高性能材料供应商</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">肇民科技</td>
<td class="py-3 px-4">轻量化</td>
<td class="py-3 px-4">工程塑料</td>
<td class="py-3 px-4">轻量化材料供应商</td>
</tr>
<tr class="hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">欣旺达</td>
<td class="py-3 px-4">其他</td>
<td class="py-3 px-4">间接资本关联、光洋股份(布局)、长华集团、多伦科技(合作基金)</td>
<td class="py-3 px-4">资本合作方</td>
</tr>
</tbody>
</table>
</div>
</div>
<!-- 小鹏机器人 -->
<div>
<h3 class="text-xl font-semibold mb-4 text-purple-400">小鹏机器人 (250423)</h3>
<div class="table-container">
<table class="w-full text-sm">
<thead>
<tr class="bg-gray-800 bg-opacity-50">
<th class="text-left py-3 px-4 font-semibold">股票名称</th>
<th class="text-left py-3 px-4 font-semibold">合作公司</th>
<th class="text-left py-3 px-4 font-semibold">产业链角色</th>
<th class="text-left py-3 px-4 font-semibold">项目</th>
<th class="text-left py-3 px-4 font-semibold">合作原因</th>
</tr>
</thead>
<tbody>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">美湖股份</td>
<td class="py-3 px-4">小鹏汇天</td>
<td class="py-3 px-4">电子油泵等泵类产品供应商</td>
<td class="py-3 px-4">小鹏汇天飞行汽车</td>
<td class="py-3 px-4">子公司东兴昌科技为小鹏汇天飞行汽车供应电子油泵等产品,并提供谐波减速器、关节模组送样验证</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">方正电机</td>
<td class="py-3 px-4">小鹏汽车</td>
<td class="py-3 px-4">驱动电机及关节研发合作方</td>
<td class="py-3 px-4">机器人关节研发</td>
<td class="py-3 px-4">与小鹏汽车签署战略合作协议,共同出资设立公司专注机器人关节研发</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">欣旺达</td>
<td class="py-3 px-4">小鹏资本</td>
<td class="py-3 px-4">电池系统供应商</td>
<td class="py-3 px-4">机器人电池系统</td>
<td class="py-3 px-4">与小鹏资本合资投资机器人领域公司,电池技术积累有望为小鹏机器人提供电池系统</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">绿的谐波</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">减速器研发生产商</td>
<td class="py-3 px-4">谐波减速器</td>
<td class="py-3 px-4">专注减速器研发生产,产品可帮助机器人保持运动精准和平稳</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">银轮股份</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">零部件供应商</td>
<td class="py-3 px-4">热管理系统</td>
<td class="py-3 px-4">作为零部件供应商,可能为小鹏机器人提供热管理系统等部件</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">汉宇集团</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">核心供应商</td>
<td class="py-3 px-4">谐波减速器</td>
<td class="py-3 px-4">通过控股四川科箭为小鹏机器人提供谐波减速器等关键零部件</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">昊志机电</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">电机供应商</td>
<td class="py-3 px-4">电机研发</td>
<td class="py-3 px-4">在电机领域有技术积累,产品可能满足机器人动力输出和运动控制需求</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">亿纬锂能</td>
<td class="py-3 px-4">头部人形机器人客户</td>
<td class="py-3 px-4">电池供应商</td>
<td class="py-3 px-4">高性能电池</td>
<td class="py-3 px-4">接洽头部人形机器人客户及车系客户需求,在电池领域有全形态技术布局</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">东土科技</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">工业实时操作系统</td>
<td class="py-3 px-4">AI人形机器人项目</td>
<td class="py-3 px-4">被列入小鹏汽车AI人形机器人项目概念股工业实时操作系统技术可能相关</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">兆威机电</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">核心动力部件供应商</td>
<td class="py-3 px-4">电机驱动关节</td>
<td class="py-3 px-4">作为电机领域企业,可能为机器人提供核心动力部件电机</td>
</tr>
<tr class="border-b border-gray-700 hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">雷赛智能</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">运动控制解决方案商</td>
<td class="py-3 px-4">运动控制系统</td>
<td class="py-3 px-4">智能装备运动控制领域领军企业,控制器、伺服系统等技术可支持机器人运动控制</td>
</tr>
<tr class="hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">柯力传感</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">传感器供应商</td>
<td class="py-3 px-4">力传感器</td>
<td class="py-3 px-4">传感器领域企业,可能为机器人提供力传感器等产品以实现外界感知</td>
</tr>
<tr class="hover:bg-gray-800 hover:bg-opacity-30">
<td class="py-3 px-4 font-medium">德赛西威</td>
<td class="py-3 px-4">-</td>
<td class="py-3 px-4">智能系统供应商</td>
<td class="py-3 px-4">视觉感知技术</td>
<td class="py-3 px-4">汽车电子领域知名企业,智能驾驶和座舱技术可为机器人提供视觉感知支持</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
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<p>数据来源:公开市场信息 | 更新时间2025年</p>
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