634 lines
70 KiB
HTML
634 lines
70 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>智能无人驾驶出行生态 - 行业洞察与投资分析</title>
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<!-- Google Fonts -->
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
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<!-- Font Awesome Icons -->
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- Tailwind CSS -->
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<!-- Daisy UI -->
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/dist/full.min.css" rel="stylesheet" type="text/css" />
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<!-- Custom CSS -->
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<style>
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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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min-height: 100vh;
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}
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.glass-effect {
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background: rgba(255, 255, 255, 0.05);
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backdrop-filter: blur(10px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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}
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.timeline-item::before {
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content: '';
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position: absolute;
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left: -7px;
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top: 0;
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width: 14px;
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height: 14px;
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border-radius: 50%;
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background: #3b82f6;
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border: 3px solid #0f172a;
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}
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.table-container {
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overflow-x: auto;
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-webkit-overflow-scrolling: touch;
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}
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@media (max-width: 768px) {
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.timeline-item::before {
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left: -5px;
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width: 10px;
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height: 10px;
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}
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}
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.gradient-text {
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background: linear-gradient(135deg, #3b82f6 0%, #8b5cf6 100%);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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background-clip: text;
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}
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.card-hover {
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transition: all 0.3s ease;
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}
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.card-hover:hover {
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transform: translateY(-5px);
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box-shadow: 0 10px 30px rgba(59, 130, 246, 0.3);
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}
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</style>
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</head>
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<body class="text-gray-100">
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<!-- Particles Background -->
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<div id="particles-js" class="fixed inset-0 z-0"></div>
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<!-- Main Content -->
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<div class="relative z-10 container mx-auto px-4 py-8 max-w-7xl">
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<!-- Header -->
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<header class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 gradient-text">智能无人驾驶出行生态</h1>
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<p class="text-xl text-gray-300">行业深度洞察与投资机会分析</p>
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</header>
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<!-- Concept Events Timeline -->
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<section class="mb-12">
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<div class="glass-effect rounded-2xl p-6 md:p-8 card-hover">
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<h2 class="text-2xl md:text-3xl 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 md:pl-10">
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<div class="absolute left-0 top-0 bottom-0 w-0.5 bg-blue-400/30"></div>
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<div class="timeline-item relative mb-6 pb-6">
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<h3 class="text-lg font-semibold mb-2 text-blue-300">2023年11月</h3>
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<p class="text-gray-300">四部委发布《智能网联汽车准入和上路通行试点通知》，首次明确L3/L4级自动驾驶准入标准，为Robotaxi商业化扫清政策障碍。</p>
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</div>
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<div class="timeline-item relative mb-6 pb-6">
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<h3 class="text-lg font-semibold mb-2 text-blue-300">2024年6月</h3>
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<p class="text-gray-300">百度萝卜快跑在武汉实现<strong>单周10万次付费出行</strong>（较5月翻倍），武汉开放测试道路达<strong>3378公里</strong>，覆盖12个行政区。</p>
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</div>
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<div class="timeline-item relative mb-6 pb-6">
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<h3 class="text-lg font-semibold mb-2 text-blue-300">2024年8月</h3>
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<p class="text-gray-300">特斯拉在美国得州奥斯汀启动Robotaxi试点，首批10辆Model Y投入运营，统一收费<strong>4.2美元/趟</strong>。</p>
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</div>
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<div class="timeline-item relative mb-6 pb-6">
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<h3 class="text-lg font-semibold mb-2 text-blue-300">2025年3月</h3>
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<p class="text-gray-300">萝卜快跑与迪拜RTA签署协议，计划部署<strong>1000台无人车</strong>；7月与Uber达成战略合作，全球接入数千辆无人车。</p>
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</div>
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<div class="timeline-item relative">
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<h3 class="text-lg font-semibold mb-2 text-blue-300">2025年6月</h3>
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<p class="text-gray-300">如祺出行港股上市，定位"Robotaxi混合运营第一股"，广州铁牌车辆占比超50%。</p>
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</div>
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</div>
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</div>
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</section>
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<!-- Core Viewpoints -->
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<section class="mb-12">
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<div class="glass-effect rounded-2xl p-6 md:p-8 card-hover">
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<h2 class="text-2xl md:text-3xl 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 md:grid-cols-3 gap-6">
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<div class="bg-gradient-to-br from-blue-500/10 to-purple-500/10 rounded-xl p-6 border border-blue-500/20">
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<h3 class="text-lg font-semibold mb-3 text-blue-300">阶段判断</h3>
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<p class="text-gray-300">智能无人驾驶出行生态已从<strong>政策驱动</strong>进入<strong>商业化验证拐点</strong>，2025-2026年将是规模化落地的关键窗口期。</p>
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</div>
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<div class="bg-gradient-to-br from-green-500/10 to-teal-500/10 rounded-xl p-6 border border-green-500/20">
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<h3 class="text-lg font-semibold mb-3 text-green-300">核心驱动力</h3>
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<p class="text-gray-300"><strong>政策破局（一线城市示范）+技术成熟（L4能力比肩人类司机）+成本拐点（单车硬件成本降至20-30万元）</strong>三重共振。</p>
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</div>
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<div class="bg-gradient-to-br from-purple-500/10 to-pink-500/10 rounded-xl p-6 border border-purple-500/20">
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<h3 class="text-lg font-semibold mb-3 text-purple-300">未来潜力</h3>
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<p class="text-gray-300">2030年中国Robotaxi市场规模或达<strong>2000亿元</strong>，占共享出行比例36%，但需跨越技术长尾场景、盈利模式验证两大门槛。</p>
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</div>
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</div>
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</div>
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</section>
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<!-- Core Logic Analysis -->
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<section class="mb-12">
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<div class="glass-effect rounded-2xl p-6 md:p-8 card-hover">
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<h2 class="text-2xl md:text-3xl font-bold mb-6 flex items-center">
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<i class="fas fa-brain mr-3 text-purple-400"></i>
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核心逻辑与市场认知分析
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</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-blue-300">核心驱动力</h3>
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<div class="grid md:grid-cols-3 gap-6">
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<div>
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<h4 class="font-semibold mb-3 text-green-300 flex items-center">
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<i class="fas fa-landmark mr-2"></i>政策端
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</h4>
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<ul class="space-y-2 text-gray-300">
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<li>• 北京2025年4月实施《自动驾驶汽车条例》</li>
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<li>• 武汉已开放3000平方公里全域测试</li>
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<li>• 20个城市入选车路云一体化试点</li>
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</ul>
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</div>
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<div>
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<h4 class="font-semibold mb-3 text-green-300 flex items-center">
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<i class="fas fa-microchip mr-2"></i>技术端
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</h4>
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<ul class="space-y-2 text-gray-300">
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<li>• 小马智行测试车速达<strong>38km/h</strong></li>
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<li>• 萝卜快跑事故率低于人类司机<strong>10倍</strong></li>
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<li>• 第六代无人车硬件成本降至<strong>25万元</strong></li>
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</ul>
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</div>
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<div>
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<h4 class="font-semibold mb-3 text-green-300 flex items-center">
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<i class="fas fa-users mr-2"></i>需求端
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</h4>
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<ul class="space-y-2 text-gray-300">
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<li>• 中国网约车司机21-30岁占比不足20%</li>
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<li>• 2030年将产生<strong>19万-68万辆</strong>运力空缺</li>
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<li>• Robotaxi可填补司机缺口</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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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-blue-300">市场热度与情绪</h3>
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<div class="bg-yellow-500/10 rounded-xl p-6 border border-yellow-500/20">
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<p class="text-gray-300 mb-3">
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<strong>新闻热度</strong>：2025年6月特斯拉Robotaxi试点、萝卜快跑与Uber合作等事件推动百度美股盘前涨<strong>4.56%</strong>，A股无人驾驶板块多股涨停。
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</p>
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<p class="text-gray-300">
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<strong>研报密集度</strong>：2024年7月民生证券、光大证券等集中发布Robotaxi专题，一致预期2025-2026年为商业化元年。
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</p>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-4 text-blue-300">预期差分析</h3>
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<div class="grid md:grid-cols-2 gap-6">
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<div class="bg-red-500/10 rounded-xl p-6 border border-red-500/20">
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<h4 class="font-semibold mb-3 text-red-300">市场高估</h4>
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<p class="text-gray-300">部分研报预测2025年即全面盈利，但如祺出行路演显示当前Robotaxi单公里成本<strong>1.77元</strong>（含安全员），仍高于传统网约车<strong>1.43元</strong>，需2026年无安全员模式才能持平。</p>
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</div>
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<div class="bg-green-500/10 rounded-xl p-6 border border-green-500/20">
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<h4 class="font-semibold mb-3 text-green-300">市场低估</h4>
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<p class="text-gray-300"><strong>矿区无人驾驶</strong>（如中科慧拓）已实现<strong>24小时常态化运营</strong>，技术成熟度被忽视，可能成为Robotaxi技术外溢的率先盈利场景。</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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</section>
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<!-- Catalysts and Future Path -->
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<section class="mb-12">
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<div class="glass-effect rounded-2xl p-6 md:p-8 card-hover">
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<h2 class="text-2xl md:text-3xl font-bold mb-6 flex items-center">
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<i class="fas fa-rocket mr-3 text-red-400"></i>
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关键催化剂与未来发展路径
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</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-blue-300">近期催化剂（3-6个月）</h3>
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<div class="grid md:grid-cols-3 gap-4">
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<div class="bg-blue-500/10 rounded-lg p-4 border border-blue-500/20">
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<h4 class="font-semibold mb-2 text-blue-300">政策落地</h4>
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<p class="text-sm text-gray-300">北京、上海等地L4级Robotaxi运营牌照批量发放</p>
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</div>
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<div class="bg-blue-500/10 rounded-lg p-4 border border-blue-500/20">
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<h4 class="font-semibold mb-2 text-blue-300">技术验证</h4>
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<p class="text-sm text-gray-300">特斯拉FSD V12.4中国本土化测试进展</p>
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</div>
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<div class="bg-blue-500/10 rounded-lg p-4 border border-blue-500/20">
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<h4 class="font-semibold mb-2 text-blue-300">订单兑现</h4>
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<p class="text-sm text-gray-300">百度武汉千台RT6部署完成</p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-4 text-blue-300">长期路径（2025-2030）</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="bg-purple-500 rounded-full w-8 h-8 flex items-center justify-center mr-4 mt-1 flex-shrink-0">
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<span class="text-white font-bold text-sm">1</span>
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</div>
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<div>
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<h4 class="font-semibold text-purple-300">2025-2026</h4>
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<p class="text-gray-300">一线城市规模化运营（单车日均订单>50单），验证盈利模式</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="bg-purple-500 rounded-full w-8 h-8 flex items-center justify-center mr-4 mt-1 flex-shrink-0">
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<span class="text-white font-bold text-sm">2</span>
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</div>
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<div>
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<h4 class="font-semibold text-purple-300">2027-2028</h4>
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<p class="text-gray-300">成本降至传统网约车<strong>70%</strong>以下，向二三线城市渗透</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="bg-purple-500 rounded-full w-8 h-8 flex items-center justify-center mr-4 mt-1 flex-shrink-0">
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<span class="text-white font-bold text-sm">3</span>
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</div>
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<div>
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<h4 class="font-semibold text-purple-300">2029-2030</h4>
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<p class="text-gray-300">L5级技术突破，全场景无人驾驶占比超30%，市场规模达<strong>2000亿元</strong></p>
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</div>
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</div>
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</div>
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</div>
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</div>
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</section>
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<!-- Industry Chain Analysis -->
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<section class="mb-12">
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<div class="glass-effect rounded-2xl p-6 md:p-8 card-hover">
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<h2 class="text-2xl md:text-3xl font-bold mb-6 flex items-center">
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<i class="fas fa-sitemap mr-3 text-green-400"></i>
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产业链与核心公司深度剖析
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</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-blue-300">产业链图谱</h3>
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<div class="grid md:grid-cols-3 gap-6">
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<div class="bg-gradient-to-b from-blue-500/10 to-blue-600/10 rounded-xl p-6 border border-blue-500/20">
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<h4 class="font-semibold mb-3 text-blue-300 text-center">上游</h4>
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<ul class="space-y-2 text-gray-300 text-center">
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<li>激光雷达（禾赛科技、速腾聚创）</li>
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<li>芯片（英伟达Orin、华为昇腾）</li>
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<li>高精地图（四维图新）</li>
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</ul>
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</div>
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<div class="bg-gradient-to-b from-green-500/10 to-green-600/10 rounded-xl p-6 border border-green-500/20">
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<h4 class="font-semibold mb-3 text-green-300 text-center">中游</h4>
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<ul class="space-y-2 text-gray-300 text-center">
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<li>整车制造（比亚迪、广汽埃安）</li>
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<li>系统集成（百度Apollo、小马智行）</li>
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</ul>
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</div>
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<div class="bg-gradient-to-b from-purple-500/10 to-purple-600/10 rounded-xl p-6 border border-purple-500/20">
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<h4 class="font-semibold mb-3 text-purple-300 text-center">下游</h4>
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<ul class="space-y-2 text-gray-300 text-center">
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<li>出行平台（如祺出行、曹操出行）</li>
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<li>运营服务（T3出行）</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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<div>
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<h3 class="text-xl font-semibold mb-4 text-blue-300">核心玩家对比</h3>
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<div class="overflow-x-auto">
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<table class="w-full text-left">
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<thead>
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<tr class="border-b border-gray-700">
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<th class="pb-3 text-blue-300">公司</th>
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<th class="pb-3 text-blue-300">竞争优势</th>
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<th class="pb-3 text-blue-300">风险点</th>
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</tr>
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</thead>
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<tbody>
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<tr class="border-b border-gray-700">
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<td class="py-3 font-semibold text-blue-300">百度Apollo</td>
|
||
<td class="py-3 text-gray-300">全球最大Robotaxi车队（<strong>600万订单</strong>），RT6成本降至<strong>25万元</strong></td>
|
||
<td class="py-3 text-gray-300">过度依赖补贴，武汉盈利未验证</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 font-semibold text-blue-300">小马智行</td>
|
||
<td class="py-3 text-gray-300">全球Robotaxi第一股，丰田深度合作，技术领先</td>
|
||
<td class="py-3 text-gray-300">港股上市后估值承压，商业化进度慢</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 font-semibold text-blue-300">如祺出行</td>
|
||
<td class="py-3 text-gray-300">广州铁牌占比超50%，混合运营模式验证中</td>
|
||
<td class="py-3 text-gray-300">区域局限性强，全国扩张能力待观察</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 font-semibold text-blue-300">亿航智能</td>
|
||
<td class="py-3 text-gray-300">eVTOL全球首张适航证，<strong>500架订单</strong>在手</td>
|
||
<td class="py-3 text-gray-300">低空经济政策落地慢，商业化场景单一</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Risks and Challenges -->
|
||
<section class="mb-12">
|
||
<div class="glass-effect rounded-2xl p-6 md:p-8 card-hover">
|
||
<h2 class="text-2xl md:text-3xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3 text-yellow-400"></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-500/10 rounded-xl p-6 border border-red-500/20">
|
||
<h3 class="font-semibold mb-3 text-red-300 flex items-center">
|
||
<i class="fas fa-microchip mr-2"></i>技术风险
|
||
</h3>
|
||
<p class="text-gray-300">L4级长尾场景（如暴雨、施工路段）接管率仍高（<strong>>0.1次/百公里</strong>）</p>
|
||
</div>
|
||
|
||
<div class="bg-orange-500/10 rounded-xl p-6 border border-orange-500/20">
|
||
<h3 class="font-semibold mb-3 text-orange-300 flex items-center">
|
||
<i class="fas fa-chart-line mr-2"></i>商业化风险
|
||
</h3>
|
||
<p class="text-gray-300">当前Robotaxi<strong>单公里成本1.77元</strong>（含安全员），需2026年无安全员模式才能盈利</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="space-y-4">
|
||
<div class="bg-yellow-500/10 rounded-xl p-6 border border-yellow-500/20">
|
||
<h3 class="font-semibold mb-3 text-yellow-300 flex items-center">
|
||
<i class="fas fa-balance-scale mr-2"></i>政策风险
|
||
</h3>
|
||
<p class="text-gray-300">跨区域运营牌照不互通（如北京车辆无法在上海运营）</p>
|
||
</div>
|
||
|
||
<div class="bg-purple-500/10 rounded-xl p-6 border border-purple-500/20">
|
||
<h3 class="font-semibold mb-3 text-purple-300 flex items-center">
|
||
<i class="fas fa-info-circle mr-2"></i>信息矛盾
|
||
</h3>
|
||
<p class="text-gray-300">特斯拉FSD中国落地时间表在新闻（2025年）与路演（需3-5年）中差异显著</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Investment Insights -->
|
||
<section class="mb-12">
|
||
<div class="glass-effect rounded-2xl p-6 md:p-8 card-hover">
|
||
<h2 class="text-2xl md:text-3xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-chart-pie mr-3 text-indigo-400"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-8">
|
||
<div class="bg-gradient-to-r from-indigo-500/10 to-purple-500/10 rounded-xl p-6 border border-indigo-500/20">
|
||
<h3 class="text-xl font-semibold mb-3 text-indigo-300">阶段判断</h3>
|
||
<p class="text-gray-300">处于<strong>商业化拐点前夜</strong>，2025-2026年将是验证盈利模型的关键期，非纯粹主题炒作</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-300">投资方向</h3>
|
||
<div class="space-y-4">
|
||
<div class="bg-blue-500/10 rounded-xl p-6 border border-blue-500/20">
|
||
<h4 class="font-semibold mb-2 text-blue-300">上游硬件</h4>
|
||
<p class="text-gray-300">激光雷达（<strong>禾赛科技</strong>）、车规芯片（<strong>地平线</strong>）——受益于成本下降和出货量爆发</p>
|
||
</div>
|
||
|
||
<div class="bg-green-500/10 rounded-xl p-6 border border-green-500/20">
|
||
<h4 class="font-semibold mb-2 text-green-300">中游运营</h4>
|
||
<p class="text-gray-300"><strong>如祺出行</strong>（区域龙头）、<strong>小马智行</strong>（技术领先）——关注订单落地和毛利率拐点</p>
|
||
</div>
|
||
|
||
<div class="bg-purple-500/10 rounded-xl p-6 border border-purple-500/20">
|
||
<h4 class="font-semibold mb-2 text-purple-300">场景外溢</h4>
|
||
<p class="text-gray-300"><strong>矿区无人驾驶</strong>（中科慧拓）——技术成熟度高，盈利路径清晰</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-300">跟踪指标</h3>
|
||
<div class="grid md:grid-cols-3 gap-4">
|
||
<div class="bg-gray-700/50 rounded-lg p-4 text-center">
|
||
<i class="fas fa-car text-2xl mb-2 text-blue-400"></i>
|
||
<p class="text-sm text-gray-300"><strong>单车日均订单量</strong><br>武汉/广州是否突破50单</p>
|
||
</div>
|
||
|
||
<div class="bg-gray-700/50 rounded-lg p-4 text-center">
|
||
<i class="fas fa-coins text-2xl mb-2 text-green-400"></i>
|
||
<p class="text-sm text-gray-300"><strong>硬件成本</strong><br>RT6是否进一步降至20万元以下</p>
|
||
</div>
|
||
|
||
<div class="bg-gray-700/50 rounded-lg p-4 text-center">
|
||
<i class="fas fa-id-card text-2xl mb-2 text-purple-400"></i>
|
||
<p class="text-sm text-gray-300"><strong>政策牌照</strong><br>一线城市发放数量及跨区域互通进展</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data Table -->
|
||
<section class="mb-12">
|
||
<div class="glass-effect rounded-2xl p-6 md:p-8 card-hover">
|
||
<h2 class="text-2xl md:text-3xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-table mr-3 text-cyan-400"></i>
|
||
关联股票数据
|
||
</h2>
|
||
|
||
<div class="space-y-8">
|
||
<!-- Loop through each concept category -->
|
||
<div id="stock-data-container"></div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</div>
|
||
|
||
<!-- Scripts -->
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||
<script>
|
||
// Initialize Particles
|
||
tsParticles.load("particles-js", {
|
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particles: {
|
||
number: {
|
||
value: 80,
|
||
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|
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|
||
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|
||
}
|
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|
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|
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|
||
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|
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|
||
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|
||
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|
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|
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|
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|
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|
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|
||
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|
||
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|
||
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|
||
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|
||
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|
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|
||
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|
||
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|
||
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|
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|
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|
||
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
||
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|
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|
||
|
||
// Stock data processing
|
||
const stockData = [{"无人驾驶(250603)": [{"stock": "东风科技", "项目": "2024年5G+L4级智能重卡完成25台样车试制，联合上汽红岩、中国移动打造5G+L4智能重卡", "分类": "S9.1", "产业链": "智能驾驶", "消息来源": "公司公告", "reason": "2024年5G+L4智能重卡完成25台样车试制，联合上汽红岩、中国移动打造5G+L4智能重卡"}, {"stock": "保隆科技", "项目": "2024年ADAS业务收入约10亿元，同比增长30%；ADAS产品已获5个新项目定点；2024年空气悬架业务收入约10亿元，同比增长35%", "分类": "S9.1", "产业链": "智能驾驶;空气悬架", "消息来源": "公司公告", "reason": "2024年ADAS业务收入增长30%，空气悬架业务增长35%"}, {"stock": "经纬恒润", "项目": "2024年智能驾驶域控制器出货量超30万套，获一汽红旗、上汽智己等新订单；2024年智能驾驶业务收入超10亿元，同比增长50%", "分类": "S9.1", "产业链": "智能驾驶", "消息来源": "公司公告", "reason": "智能驾驶域控制器出货量超30万套，业务收入增长50%"}, {"stock": "万集科技", "项目": "2024年激光雷达收入超5亿元，同比增长100%；获华为、蔚来等车企定点", "分类": "S9.1", "产业链": "激光雷达", "消息来源": "公司公告", "reason": "激光雷达收入增长100%，获华为、蔚来定点"}, {"stock": "经纬恒润", "项目": "2024年智能驾驶域控制器出货量超30万套，获一汽红旗、上汽智己等新订单；2024年智能驾驶业务收入超10亿元，同比增长50%", "分类": "S9.1", "产业链": "智能驾驶", "消息来源": "公司公告", "reason": "智能驾驶域控制器出货量超30万套，业务收入增长50%"}, {"stock": "保隆科技", "项目": 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"reason": "特斯拉车路协同技术相关合作公司"}, {"stock": "金溢科技", "类别": "车路协同", "细分": "车路协同", "相关公司": "金溢科技", "reason": "特斯拉车路协同技术相关合作公司"}, {"stock": "万集科技", "类别": "车路协同", "细分": "车路协同", "相关公司": "万集科技", "reason": "特斯拉车路协同技术相关合作公司"}, {"stock": "华铭智能", "类别": "车路协同", "细分": "车路协同", "相关公司": "华铭智能", "reason": "特斯拉车路协同技术相关合作公司"}, {"stock": "万集科技", "类别": "激光雷达", "细分": "激光雷达", "相关公司": "万集科技", "reason": "特斯拉激光雷达技术相关合作公司"}, {"stock": "丰山集团", "类别": "激光雷达", "细分": "激光雷达", "相关公司": "丰山集团", "reason": "特斯拉激光雷达技术相关合作公司"}, {"stock": "金奥博", "类别": "激光雷达", "细分": "激光雷达", "相关公司": "金奥博", "reason": "特斯拉激光雷达技术相关合作公司"}, {"stock": "豪恩汽电", "类别": "毫米波雷达", "细分": "毫米波雷达", "相关公司": "豪恩汽电", "reason": "特斯拉毫米波雷达技术相关合作公司"}, {"stock": "华域汽车", "类别": "毫米波雷达", "细分": "毫米波雷达", "相关公司": "华域汽车", "reason": "特斯拉毫米波雷达技术相关合作公司"}, {"stock": "道通科技", "类别": "毫米波雷达", "细分": "毫米波雷达", "相关公司": "道通科技", "reason": "特斯拉毫米波雷达技术相关合作公司"}, {"stock": "德赛西威", "类别": "毫米波雷达", "细分": "毫米波雷达", "相关公司": "德赛西威", "reason": "特斯拉毫米波雷达技术相关合作公司"}, {"stock": "亚太股份", "类别": "毫米波雷达", "细分": "毫米波雷达", "相关公司": "亚太股份", "reason": "特斯拉毫米波雷达技术相关合作公司"}, {"stock": "神通科技", "类别": "毫米波雷达", "细分": "毫米波雷达", "相关公司": "神通科技", "reason": "特斯拉毫米波雷达技术相关合作公司"}, {"stock": "天龙股份", "类别": "毫米波雷达", "细分": "毫米波雷达", "相关公司": "天龙股份", "reason": "特斯拉毫米波雷达技术相关合作公司"}]}, {"特斯拉RoboTaxi概念（240926）": [{"stock": "联创电子", "方向": "供货特斯拉", "相关业务": "车载光学镜头及影像模组的研发，拥有无人驾驶镜头和传感器镜头；为特斯拉提供车载镜头。", "流通市值": "74亿", "reason": "为特斯拉提供车载光学镜头及影像模组，直接参与其供应链。"}, {"stock": "保隆科技", "方向": "供货特斯拉", "相关业务": "智能感知是无人驾驶的基础之一，目前公司与特斯拉有业务往来，少量供货。", "流通市值": "66亿", "reason": "向特斯拉供应智能感知相关产品，属于无人驾驶基础技术领域。"}, {"stock": "瑞玛精密", "方向": "供货特斯拉", "相关业务": "公司产品实现首次配套供货特斯拉项目。公司自动驾驶系统现有产品包括电子控制单元壳体、车载T-BOX部件等，正在开发的产品有ESP车身电子稳定系统部件、ECU电子控制单元部件等。", "流通市值": "13亿", "reason": "已实现特斯拉项目配套供货，并开发车身电子稳定系统等自动驾驶相关部件。"}, {"stock": "宸展光电", "方向": "供货特斯拉", "相关业务": "为客户开发的自动驾驶数据处理单元结构件，公司互动易回复称T公司是公司的核心客户，公司会持续关注无人驾驶产品和技术等相关领域的市场和业务。", "流通市值": "39亿", "reason": "为特斯拉（T公司）开发自动驾驶数据处理单元结构件，深度绑定核心客户。"}, {"stock": "美利信", "方向": "供货特斯拉", "相关业务": "为客户开发的自动驾驶数据处理单元结构件，公司互动易回复称T公司是公司的核心客户，公司会持续关注无人驾驶产品和技术等相关领域的市场和业务。", "流通市值": "20亿", "reason": "同上，为特斯拉开发自动驾驶相关结构件，属核心供应商。"}, {"stock": "日盈电子", "方向": "特斯拉Robotaxi清洗系统", "相关业务": "公司围绕智能座舱域中"感知—传输—控制"相关产品链布局，其中感知类产品有光线传感器、阳光传感器、雨量传感器、温湿度传感器、PM2.5、360全景环视系统等产品，在研空气管理系统、座椅位置传感器等产品。", "流通市值": "20亿", "reason": "布局智能座舱感知类产品，与特斯拉Robotaxi清洗系统技术路径相关。"}, {"stock": "恒帅股份", "方向": "特斯拉Robotaxi清洗系统", "相关业务": "公司ADAS主动感知清洗系统在未来高级别自动驾驶领域会有较好的市场前景。", "流通市值": "13亿", "reason": "ADAS清洗系统技术适配高级别自动驾驶，与Robotaxi需求契合。"}, {"stock": "光莆股份", "方向": "特斯拉Robotaxi车载消毒", "相关业务": "公司有主营车载消毒器产品。据近日消息称，特斯拉Robotaxi配车载消毒。", "流通市值": "21亿", "reason": "主营车载消毒器产品，适配特斯拉Robotaxi消毒需求。"}, {"stock": "恒勃股份", "方向": "特斯拉Robotaxi车载消毒", "相关业务": "公司有主营车载消毒器产品。据近日消息称，特斯拉Robotaxi配车载消毒。", "流通市值": "7亿", "reason": "同上，车载消毒器产品直接适配特斯拉Robotaxi。"}, {"stock": "通达电气", "方向": "特斯拉Robotaxi车队管理", "相关业务": "为开发的自动驾驶数据处理单元结构件，公司互动易回复称T公司是公司的核心客户，公司会持续关注无人驾驶产品和技术等相关领域的市场和业务。", "流通市值": "28亿", "reason": "为特斯拉开发自动驾驶数据处理单元结构件，涉及车队管理技术。"}, {"stock": "宇通重工", "方向": "文远知行概念股", "相关业务": "无人驾驶公司文远知行合作。", "流通市值": "53亿", "reason": "与文远知行合作布局无人驾驶领域，属产业链协同。"}]}, {"特斯拉无人驾驶出租车Robotaxi(240409)": [{"stock": "东软集团", "项目": "车载T-BOX", "分类": "车联网", "reason": "市占率A股第一，11.4%"}, {"stock": "高新兴", "项目": "车载T-BOX", "分类": "车联网", "reason": "市占率A股第二"}, {"stock": "经纬恒润", "项目": "车载T-BOX", "分类": "车联网", "reason": "市占率A股第三"}, {"stock": "兴民智通", "项目": "车载T-BOX营收", "分类": "车联网", "reason": "营收0.53亿"}, {"stock": "豪恩汽电", "项目": "超声波雷达", "分类": "雷达", "reason": "营收A股第一，2.65亿"}, {"stock": "华域汽车", "项目": "毫米波雷达", "分类": "雷达", "reason": "进度第一，全品类批量供货"}, {"stock": "德赛西威", "项目": "毫米波雷达", "分类": "雷达", "reason": "进度第二，部分量产供货"}, {"stock": "道通科技", "项目": "毫米波雷达ASR100", "分类": "雷达", "reason": "相关产品"}, {"stock": "亚太股份", "项目": "4D毫米波雷达", "分类": "雷达", "reason": "相关产品"}, {"stock": "神通科技", "项目": "毫米波雷达透镜", "分类": "雷达", "reason": "相关产品"}, {"stock": "万集科技", "项目": "激光雷达", "分类": "雷达", "reason": "A股唯一激光雷达供应商"}, {"stock": "丰山集团", "投资": "晋华集成", "分类": "无人驾驶", "reason": "参股22.9874%，间接投资禾赛"}, {"stock": "金奥博", "投资": "晋华集成", "分类": "无人驾驶", "reason": "参股9.195%，间接投资禾赛"}, {"stock": "豪恩汽电", "项目": "车载摄像头", "分类": "视觉感知", "reason": "营收A股第一，5.95亿"}, {"stock": "锐明技术", "项目": "车队视频管理系统", "分类": "视觉感知", "reason": "市占率全球第一，12%"}, {"stock": "联创电子", "项目": "车载镜头", "分类": "视觉感知", "reason": "出货量A股第一"}, {"stock": "欧菲光", "项目": "车载镜头", "分类": "视觉感知", "reason": "出货量A股第二"}, {"stock": "宇瞳光学", "项目": "车载镜头", "分类": "视觉感知", "reason": "供货吉利、比亚迪"}, {"stock": "联创光电", "项目": "车载镜头", "分类": "视觉感知", "reason": "向广汽、长城推广"}, {"stock": "力鼎光电", "项目": "车载镜头", "分类": "视觉感知", "reason": "实现小量出货"}, {"stock": "蓝特光学", "项目": "车载镜头", "分类": "视觉感知", "reason": "供货舜宇光学"}, {"stock": "德赛西威", "项目": "智能座舱", "分类": "智能座舱", "reason": "营收A股第一，117亿"}, {"stock": "索菱股份", "项目": "智能座舱", "分类": "智能座舱", "reason": "营收A股第二，6.33亿"}, {"stock": "华安鑫创", "项目": "智能座舱", "分类": "智能座舱", "reason": "营收A股第三，2.08亿"}, {"stock": "瑞玛精密", "投资": "广州信征", "分类": "智能座舱", "reason": "切入布局智能座舱"}, {"stock": "万集科技", "项目": "OBU销量", "分类": "车载单元", "reason": "销量第一，483.15万只"}, {"stock": "金溢科技", "项目": "OBU销量", "分类": "车载单元", "reason": "销量第二，480.4万只"}, {"stock": "华铭智能", "项目": "OBU销量", "分类": "车载单元", "reason": "销量第三，330.55万只"}, {"stock": "千方科技", "项目": "智慧交通管理", "分类": "解决方案", "reason": "市占率国内第一，17.1%"}, {"stock": "银江技术", "项目": "智慧交通管理", "分类": "解决方案", "reason": "市占率国内第二，14%"}, {"stock": "皖通科技", "项目": "交通信息化", "分类": "解决方案", "reason": "安徽第一大高速公路信息化解决方案提供商"}, {"stock": "大众交通", "项目": "出租车", "分类": "出租车", "reason": "拥有上海大众交通出租50%股权，6615辆"}, {"stock": "交运股份", "项目": "出租车", "分类": "出租车", "reason": "拥有上海大众交通出租50%股权，6615辆"}, {"stock": "南京公用", "项目": "出租车", "分类": "出租车", "reason": "拥有南京出租车1949辆"}, {"stock": "江西长运", "项目": "出租车", "分类": "出租车", "reason": "拥有江西出租车1603辆"}, {"stock": "龙江交通", "项目": "出租车", "分类": "出租车", "reason": "拥有黑龙江出租车1459辆"}, {"stock": "锦江在线", "项目": "出租车", "分类": "出租车", "reason": "拥有上海出租车1000多辆"}, {"stock": "浙商中拓", "项目": "出租车", "分类": "出租车", "reason": "拥有湖南出租车453多辆"}, {"stock": "京亮股份", "项目": "出租车", "分类": "出租车", "reason": "拥有上海出租车302辆"}, {"stock": "岭南控股", "项目": "出租车营收", "分类": "出租车", "reason": "营收0.17亿"}, {"stock": "晶瑞电材", "投资": "文远知行", "分类": "无人驾驶", "reason": "参股文远知行，全球排名第八，国内第一"}, {"stock": "星网宇达", "合作": "百度", "分类": "无人驾驶", "reason": "与百度在无人驾驶专用惯导方面合作"}, {"stock": "申通地铁", "投资": "上海仙途", "分类": "清扫车管理", "reason": "参股上海仙途2%股权，无人驾驶清扫车"}, {"stock": "锐明技术", "项目": "车队视频管理系统", "分类": "视觉感知", "reason": "市占率全球第一，12%"}, {"stock": "联创电子", "项目": "车载镜头", "分类": "视觉感知", "reason": "供货特斯拉车载镜头"}, {"stock": "保隆科技", "项目": "胎压监测系统", "分类": "供货特斯拉", "reason": "供货特斯拉车载监测系统"}, {"stock": "美利信", "项目": "自动驾驶数据处理单元结构件", "分类": "供货特斯拉", "reason": "供货特斯拉自动驾驶数据处理单元结构件"}, {"stock": "联明股份", "项目": "车身零部件", "分类": "供货特斯拉", "reason": "供货特斯拉车身零部件"}, {"stock": "四维图新", "项目": "车载地图", "分类": "供货特斯拉", "reason": "供货特斯拉车载地图产品"}, {"stock": "宜通世纪", "项目": "网络连接和管理服务", "分类": "供货特斯拉", "reason": "供货特斯拉网络连接和管理服务"}]}];
|
||
|
||
// Process and display stock data
|
||
const container = document.getElementById('stock-data-container');
|
||
|
||
stockData.forEach(category => {
|
||
const categoryName = Object.keys(category)[0];
|
||
const stocks = category[categoryName];
|
||
|
||
// Create category section
|
||
const categoryDiv = document.createElement('div');
|
||
categoryDiv.className = 'mb-8';
|
||
|
||
// Category header
|
||
const categoryHeader = document.createElement('h3');
|
||
categoryHeader.className = 'text-xl font-semibold mb-4 text-blue-300';
|
||
categoryHeader.textContent = categoryName;
|
||
categoryDiv.appendChild(categoryHeader);
|
||
|
||
// Create table
|
||
const tableDiv = document.createElement('div');
|
||
tableDiv.className = 'table-container';
|
||
|
||
const table = document.createElement('table');
|
||
table.className = 'w-full text-left';
|
||
|
||
// Table header
|
||
const thead = document.createElement('thead');
|
||
thead.className = 'bg-gray-800/50';
|
||
const headerRow = document.createElement('tr');
|
||
|
||
// Get all possible keys from the first stock item
|
||
const allKeys = Object.keys(stocks[0]);
|
||
allKeys.forEach(key => {
|
||
const th = document.createElement('th');
|
||
th.className = 'px-4 py-3 text-sm font-semibold text-blue-300';
|
||
th.textContent = key;
|
||
headerRow.appendChild(th);
|
||
});
|
||
|
||
thead.appendChild(headerRow);
|
||
table.appendChild(thead);
|
||
|
||
// Table body
|
||
const tbody = document.createElement('tbody');
|
||
|
||
stocks.forEach(stock => {
|
||
const row = document.createElement('tr');
|
||
row.className = 'border-b border-gray-700 hover:bg-gray-800/30 transition-colors';
|
||
|
||
allKeys.forEach(key => {
|
||
const td = document.createElement('td');
|
||
td.className = 'px-4 py-3 text-sm text-gray-300';
|
||
|
||
if (key === 'stock') {
|
||
td.innerHTML = `<span class="font-semibold text-blue-300">${stock[key]}</span>`;
|
||
} else {
|
||
td.textContent = stock[key] || '-';
|
||
}
|
||
|
||
row.appendChild(td);
|
||
});
|
||
|
||
tbody.appendChild(row);
|
||
});
|
||
|
||
table.appendChild(tbody);
|
||
tableDiv.appendChild(table);
|
||
categoryDiv.appendChild(tableDiv);
|
||
container.appendChild(categoryDiv);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |