1123 lines
46 KiB
HTML
1123 lines
46 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 name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>人形机器人马拉松 - 行业洞察与投资分析</title>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
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<body>
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<div id="particles-js" class="particle-container"></div>
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 gradient-text">人形机器人马拉松</h1>
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<p class="text-lg text-slate-400 max-w-3xl mx-auto">
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从概念展示到工程验证：人形机器人产业发展的里程碑事件与投资机遇分析
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</p>
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</div>
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<!-- 概念事件部分 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-flag-checkered mr-3 text-blue-400"></i>
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概念事件
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</h2>
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<div class="mb-6">
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<h3 class="text-lg font-semibold mb-3 text-blue-300">背景与催化事件</h3>
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<p class="text-slate-300 leading-relaxed">
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2025年4月19日，<strong>全球首个人形机器人半程马拉松</strong>在北京亦庄鸣枪开跑，20支机器人战队与人类跑者同场竞技，赛道全长21.0975公里，涵盖裂缝路、陡坡、沙地等复杂地形。赛事由北京市政府主导，CCTV5全程直播，成为人形机器人技术从实验室走向真实场景的里程碑事件。
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</p>
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</div>
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<div>
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<h3 class="text-lg font-semibold mb-4 text-blue-300">时间轴梳理</h3>
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<div class="relative pl-8">
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<div class="timeline-item relative mb-6">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-slate-800 rounded-lg p-4">
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<div class="font-semibold text-blue-400">2025年3月4日</div>
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<p class="text-slate-300 mt-1">北京亦庄官宣赛事计划，首次提出"人机共跑"概念。</p>
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</div>
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</div>
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<div class="timeline-item relative mb-6">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-slate-800 rounded-lg p-4">
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<div class="font-semibold text-blue-400">2025年4月19日</div>
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<p class="text-slate-300 mt-1">比赛正式举行，<strong>天工Ultra（北京人形机器人创新中心）以2小时40分42秒夺冠</strong>，松延动力N2获亚军，行者二号获季军。</p>
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</div>
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</div>
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<div class="timeline-item relative mb-6">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-slate-800 rounded-lg p-4">
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<div class="font-semibold text-blue-400">2025年7月7日</div>
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<p class="text-slate-300 mt-1">北京人形机器人创新中心开源冠军运控算法Tien Kung-Lab，推动技术标准化。</p>
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</div>
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</div>
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<div class="timeline-item relative">
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<div class="timeline-dot"></div>
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<div class="bg-slate-800 rounded-lg p-4">
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<div class="font-semibold text-blue-400">2025年8月</div>
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<p class="text-slate-300 mt-1">世界人形机器人运动会（含足球、体操等20项赛事）将在北京举办，进一步验证技术。</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-lightbulb mr-3 text-yellow-400"></i>
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核心观点摘要
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</h2>
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<div class="bg-gradient-to-r from-blue-900/30 to-purple-900/30 rounded-lg p-6 border border-blue-500/20">
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<p class="text-slate-300 leading-relaxed text-lg">
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人形机器人马拉松标志着行业从<strong>"概念展示"进入"工程验证"阶段</strong>，技术瓶颈（散热、续航、关节耐久）暴露的同时，也验证了<strong>具身智能平台+轻量化硬件</strong>的可行性。短期看，赛事催化政策与资本加码；中长期看，<strong>工业场景（汽车、电力巡检）将率先落地</strong>，而C端普及需等待成本下降与算法泛化突破。
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</p>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-brain mr-3 text-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="grid md:grid-cols-2 gap-6 mb-6">
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<div>
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<h3 class="text-lg font-semibold mb-3 text-purple-300">核心驱动力</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
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<div>
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<strong class="text-slate-200">技术验证</strong>
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<p class="text-slate-400 text-sm">马拉松暴露三大瓶颈：①散热（关节过热导致性能衰减）、②续航（多数机器人需换电，仅行者二号全程不换电）、③关节耐久（螺丝松动、磨损加剧）。</p>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
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<div>
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<strong class="text-slate-200">政策与资本共振</strong>
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<p class="text-slate-400 text-sm">北京设立1000亿元机器人产业基金，赛事后松延动力订单单月激增1000台（总额超1亿元），小米、华为等巨头加速布局。</p>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
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<div>
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<strong class="text-slate-200">场景落地路径清晰</strong>
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<p class="text-slate-400 text-sm">研报共识为"工业专用→特种场景→C端通用"，汽车制造（电池组装、总装）和电力巡检（天工Ultra耐辐射设计）为短期突破口。</p>
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</div>
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</li>
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</ul>
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</div>
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<div>
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<h3 class="text-lg font-semibold mb-3 text-purple-300">市场热度与情绪</h3>
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<div class="space-y-4">
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<div>
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<div class="flex justify-between mb-1">
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<span class="text-slate-300">新闻热度</span>
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<span class="text-slate-400 text-sm">微博话题阅读量超3亿</span>
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</div>
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<div class="progress">
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<div class="progress-bar" style="width: 90%"></div>
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</div>
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</div>
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<div>
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<div class="flex justify-between mb-1">
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<span class="text-slate-300">研报密集度</span>
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<span class="text-slate-400 text-sm">15家券商发布专题报告</span>
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</div>
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<div class="progress">
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<div class="progress-bar" style="width: 75%"></div>
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</div>
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</div>
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<div>
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<div class="flex justify-between mb-1">
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<span class="text-slate-300">市场情绪</span>
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<span class="text-slate-400 text-sm">分化：调侃VS乐观</span>
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</div>
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<div class="progress">
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<div class="progress-bar" style="width: 60%"></div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-lg font-semibold mb-3 text-purple-300">预期差分析</h3>
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<div class="grid md:grid-cols-3 gap-4">
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<div class="bg-slate-800/50 rounded-lg p-4 border border-slate-700">
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<div class="text-blue-400 font-semibold mb-2">数据价值</div>
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<p class="text-slate-400 text-sm">松延动力通过家政手套采集30万条手部操作数据，计划开源，可能成为行业"数据资产"标杆。</p>
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</div>
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||
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||
<div class="bg-slate-800/50 rounded-lg p-4 border border-slate-700">
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||
<div class="text-blue-400 font-semibold mb-2">腱绳驱动革命</div>
|
||
<p class="text-slate-400 text-sm">上海卓益得行者二号采用全身腱绳驱动（重量仅28kg），若规模化将颠覆传统丝杠/减速器供应链。</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 rounded-lg p-4 border border-slate-700">
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||
<div class="text-blue-400 font-semibold mb-2">政策超预期</div>
|
||
<p class="text-slate-400 text-sm">北京"一会一赛"（马拉松+运动会）模式或复制至长三角、珠三角，形成区域竞赛。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关键催化剂与未来发展路径 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-rocket mr-3 text-green-400"></i>
|
||
关键催化剂与未来发展路径
|
||
</h2>
|
||
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||
<div class="grid md:grid-cols-2 gap-8">
|
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<div>
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<h3 class="text-lg font-semibold mb-4 text-green-300">近期催化剂（3-6个月）</h3>
|
||
<div class="space-y-4">
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<div class="flex items-start">
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<div class="bg-green-500/20 rounded-full p-2 mr-3">
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||
<i class="fas fa-calendar-alt text-green-400"></i>
|
||
</div>
|
||
<div>
|
||
<div class="font-semibold text-slate-200">8月世界人形机器人运动会</div>
|
||
<p class="text-slate-400 text-sm">新增足球、救援等场景，测试多机协同能力。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="bg-green-500/20 rounded-full p-2 mr-3">
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||
<i class="fas fa-industry text-green-400"></i>
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||
</div>
|
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<div>
|
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<div class="font-semibold text-slate-200">特斯拉Optimus量产节点</div>
|
||
<p class="text-slate-400 text-sm">马斯克计划2025年底生产5000台，供应链（三花智控、鸣志电器）订单或落地。</p>
|
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</div>
|
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</div>
|
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|
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<div class="flex items-start">
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<div class="bg-green-500/20 rounded-full p-2 mr-3">
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<i class="fas fa-mobile-alt text-green-400"></i>
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</div>
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<div>
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<div class="font-semibold text-slate-200">小米机器人发布</div>
|
||
<p class="text-slate-400 text-sm">北京亦庄产线或于Q3推出3万元级家用机器人，验证C端成本曲线。</p>
|
||
</div>
|
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</div>
|
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</div>
|
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</div>
|
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<div>
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<h3 class="text-lg font-semibold mb-4 text-green-300">长期发展路径</h3>
|
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<div class="space-y-4">
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<div class="bg-slate-800/50 rounded-lg p-4 border-l-4 border-green-500">
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<div class="font-semibold text-slate-200 mb-1">2025-2026年</div>
|
||
<p class="text-slate-400 text-sm">工业场景小规模落地（汽车工厂、电网巡检），出货量1-5万台。</p>
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</div>
|
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<div class="bg-slate-800/50 rounded-lg p-4 border-l-4 border-blue-500">
|
||
<div class="font-semibold text-slate-200 mb-1">2027-2028年</div>
|
||
<p class="text-slate-400 text-sm">技术突破（固态电池+仿生驱动）推动成本降至10万元以下，进入商用服务场景。</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 rounded-lg p-4 border-l-4 border-purple-500">
|
||
<div class="font-semibold text-slate-200 mb-1">2029年后</div>
|
||
<p class="text-slate-400 text-sm">通用化实现，家庭渗透率对标新能源车（2024年约5%）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司剖析 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-sitemap mr-3 text-cyan-400"></i>
|
||
产业链与核心公司剖析
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-semibold mb-3 text-cyan-300">产业链图谱</h3>
|
||
<div class="grid md:grid-cols-3 gap-4">
|
||
<div class="bg-slate-800/50 rounded-lg p-4 text-center">
|
||
<div class="text-cyan-400 font-bold mb-2">上游</div>
|
||
<p class="text-slate-400 text-sm">电机（鸣志电器）、减速器（绿的谐波）、传感器（奥比中光）、轻量化材料（浙江荣泰）</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 rounded-lg p-4 text-center">
|
||
<div class="text-cyan-400 font-bold mb-2">中游</div>
|
||
<p class="text-slate-400 text-sm">本体制造（优必选、松延动力、天工机器人）</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 rounded-lg p-4 text-center">
|
||
<div class="text-cyan-400 font-bold mb-2">下游</div>
|
||
<p class="text-slate-400 text-sm">汽车（东风柳汽已部署20台优必选机器人）、电力（国网试点巡检）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-cyan-300">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>公司</th>
|
||
<th>竞争优势</th>
|
||
<th>风险点</th>
|
||
<th>验证数据</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-semibold text-slate-200">天工机器人</td>
|
||
<td>具身智能平台"慧思开物"+小米/优必选股东</td>
|
||
<td>政府依赖性强，市场化待验证</td>
|
||
<td>马拉松夺冠，估值30亿（首轮融资5亿）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold text-slate-200">松延动力</td>
|
||
<td>清华团队+腱绳驱动+低价策略（3.99万）</td>
|
||
<td>学院派商业化能力存疑</td>
|
||
<td>订单2000台（赛后1个月新增1000台）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold text-slate-200">优必选</td>
|
||
<td>特斯拉供应链+汽车场景落地</td>
|
||
<td>估值过高（港股PB>10倍）</td>
|
||
<td>东风柳汽20台订单已交付</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3 text-red-400"></i>
|
||
潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="grid md:grid-cols-3 gap-6">
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-red-300">技术风险</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-slate-800/50 rounded-lg p-3">
|
||
<div class="font-semibold text-slate-200 mb-1">散热瓶颈</div>
|
||
<p class="text-slate-400 text-sm">当前液冷方案成本占比超20%，灿勤科技HTCC材料若验证失败，可能延缓量产。</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 rounded-lg p-3">
|
||
<div class="font-semibold text-slate-200 mb-1">算法泛化</div>
|
||
<p class="text-slate-400 text-sm">仿真到现实差距大（如行者二号快走而非跑步），需千万小时级数据训练。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-red-300">商业化风险</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-slate-800/50 rounded-lg p-3">
|
||
<div class="font-semibold text-slate-200 mb-1">成本陷阱</div>
|
||
<p class="text-slate-400 text-sm">松延动力3.99万售价下，毛利率仅15%（路演数据），规模化或亏损。</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 rounded-lg p-3">
|
||
<div class="font-semibold text-slate-200 mb-1">场景局限</div>
|
||
<p class="text-slate-400 text-sm">电力巡检等特种场景订单小（单客户<100台），难以支撑估值。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-red-300">政策与竞争风险</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-slate-800/50 rounded-lg p-3">
|
||
<div class="font-semibold text-slate-200 mb-1">补贴退坡</div>
|
||
<p class="text-slate-400 text-sm">北京1000亿基金存续15年，2027年后补贴或缩减。</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 rounded-lg p-3">
|
||
<div class="font-semibold text-slate-200 mb-1">海外竞争</div>
|
||
<p class="text-slate-400 text-sm">Figure机器人已展示自主装载洗碗机能力，技术领先国内6-12个月。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-chart-line mr-3 text-yellow-400"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-semibold mb-3 text-yellow-300">阶段判断</h3>
|
||
<div class="bg-gradient-to-r from-yellow-900/30 to-orange-900/30 rounded-lg p-6 border border-yellow-500/20">
|
||
<p class="text-slate-300 leading-relaxed">
|
||
行业处于<strong>"技术验证→场景落地"过渡期</strong>，类似2016年新能源车（政策+技术催化，但盈利未兑现）。<strong>主题炒作与基本面驱动并存</strong>，需精选赛道。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-semibold mb-3 text-yellow-300">投资方向</h3>
|
||
<div class="space-y-4">
|
||
<div class="bg-slate-800/50 rounded-lg p-4 border-l-4 border-blue-500">
|
||
<div class="font-semibold text-blue-400 mb-2">痛点环节</div>
|
||
<ul class="text-slate-400 text-sm space-y-1 ml-4">
|
||
<li>• <strong>散热材料</strong>：灿勤科技（HTCC热导率>200W/m·K，已送样天工）</li>
|
||
<li>• <strong>腱绳驱动</strong>：维柯科技（替代丝杠，减重30%）</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 rounded-lg p-4 border-l-4 border-purple-500">
|
||
<div class="font-semibold text-purple-400 mb-2">数据资产</div>
|
||
<ul class="text-slate-400 text-sm space-y-1 ml-4">
|
||
<li>• <strong>松延动力</strong>（30万条开源数据+58同城合作），可能复制特斯拉Dojo模式</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 rounded-lg p-4 border-l-4 border-green-500">
|
||
<div class="font-semibold text-green-400 mb-2">政策红利</div>
|
||
<ul class="text-slate-400 text-sm space-y-1 ml-4">
|
||
<li>• <strong>京城股份</strong>（北京国资+天工股东），受益本地订单倾斜</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-yellow-300">关键跟踪指标</h3>
|
||
<div class="grid md:grid-cols-3 gap-4">
|
||
<div class="bg-slate-800/50 rounded-lg p-4">
|
||
<div class="text-blue-400 font-semibold mb-1">Q3交付数据</div>
|
||
<p class="text-slate-400 text-sm">松延动力1000台订单交付率（目标80%）</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 rounded-lg p-4">
|
||
<div class="text-purple-400 font-semibold mb-1">特斯拉链订单</div>
|
||
<p class="text-slate-400 text-sm">三花智控、鸣志电器Q2收入中机器人占比是否超10%</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 rounded-lg p-4">
|
||
<div class="text-green-400 font-semibold mb-1">技术突破</div>
|
||
<p class="text-slate-400 text-sm">8月运动会中无人工干预完赛率（当前仅30%）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-coins mr-3 text-green-400"></i>
|
||
关联股票数据
|
||
</h2>
|
||
|
||
<div class="space-y-8">
|
||
<!-- 人形机器人(240428) -->
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-4 text-blue-300">人形机器人(240428)</h3>
|
||
<div class="table-container">
|
||
<table>
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>分类</th>
|
||
<th>关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-semibold">天奇股份</td>
|
||
<td><span class="badge badge-primary">优必选</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">珠城股份</td>
|
||
<td><span class="badge badge-primary">优必选</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">三花智控</td>
|
||
<td><span class="badge badge-primary">优必选</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">绿的谐波</td>
|
||
<td><span class="badge badge-primary">优必选</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">奥比中光</td>
|
||
<td><span class="badge badge-primary">优必选</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">德昌股份</td>
|
||
<td><span class="badge badge-primary">优必选</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">昊志机电</td>
|
||
<td><span class="badge badge-primary">优必选</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">祥鑫科技</td>
|
||
<td><span class="badge badge-primary">优必选</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">京城股份</td>
|
||
<td><span class="badge badge-secondary">京城机电</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">三花智控</td>
|
||
<td><span class="badge badge-secondary">关键执行器</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">拓普集团</td>
|
||
<td><span class="badge badge-secondary">关键执行器</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">恒立液压</td>
|
||
<td><span class="badge badge-secondary">行星滚柱丝杆</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">贝斯特</td>
|
||
<td><span class="badge badge-secondary">行星滚柱丝杆</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">北特科技</td>
|
||
<td><span class="badge badge-secondary">行星滚柱丝杆</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">长盛轴承</td>
|
||
<td><span class="badge badge-secondary">行星滚柱丝杆</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">秦川机床</td>
|
||
<td><span class="badge badge-secondary">行星滚柱丝杆</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">禾川科技</td>
|
||
<td><span class="badge badge-secondary">行星滚柱丝杆</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">鼎智科技</td>
|
||
<td><span class="badge badge-secondary">行星滚柱丝杆</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">五洲新春</td>
|
||
<td><span class="badge badge-secondary">行星滚柱丝杆</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">绿的谐波</td>
|
||
<td><span class="badge badge-secondary">谐波减速机</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">中大力德</td>
|
||
<td><span class="badge badge-secondary">谐波减速机</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">光洋股份</td>
|
||
<td><span class="badge badge-secondary">谐波减速机</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">汉宇集团</td>
|
||
<td><span class="badge badge-secondary">谐波减速机</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">国茂股份</td>
|
||
<td><span class="badge badge-secondary">谐波减速机</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">昊志机电</td>
|
||
<td><span class="badge badge-secondary">谐波减速机</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">鸣志电器</td>
|
||
<td><span class="badge badge-secondary">空心杯电机</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">禾川科技</td>
|
||
<td><span class="badge badge-secondary">空心杯电机</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">伟创电气</td>
|
||
<td><span class="badge badge-secondary">空心杯电机</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">江苏雷利</td>
|
||
<td><span class="badge badge-secondary">空心杯电机</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">拓邦股份</td>
|
||
<td><span class="badge badge-secondary">空心杯电机</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">鼎智科技</td>
|
||
<td><span class="badge badge-secondary">空心杯电机</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">步科股份</td>
|
||
<td><span class="badge badge-secondary">无框力矩电机</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">航天电器</td>
|
||
<td><span class="badge badge-secondary">无框力矩电机</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">昊志机电</td>
|
||
<td><span class="badge badge-secondary">无框力矩电机</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">柯力传感</td>
|
||
<td><span class="badge badge-secondary">力矩传感器</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">汉威科技</td>
|
||
<td><span class="badge badge-secondary">力矩传感器</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">八方股份</td>
|
||
<td><span class="badge badge-secondary">力矩传感器</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">奇精机械</td>
|
||
<td><span class="badge badge-secondary">力矩传感器</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">华兰海</td>
|
||
<td><span class="badge badge-secondary">力矩传感器</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">华培动力</td>
|
||
<td><span class="badge badge-secondary">Mems传感器</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">安培龙</td>
|
||
<td><span class="badge badge-secondary">Mems传感器</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">亿嘉和</td>
|
||
<td><span class="badge badge-secondary">机器人整机</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">天奇股份</td>
|
||
<td><span class="badge badge-secondary">机器人整机</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">博实股份</td>
|
||
<td><span class="badge badge-secondary">机器人整机</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">埃斯顿</td>
|
||
<td><span class="badge badge-secondary">机器人整机</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">凯尔达</td>
|
||
<td><span class="badge badge-secondary">机器人整机</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">机器人</td>
|
||
<td><span class="badge badge-secondary">机器人整机</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">拓斯达</td>
|
||
<td><span class="badge badge-secondary">机器人整机</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">通力科技</td>
|
||
<td><span class="badge badge-secondary">机器人整机</span></td>
|
||
<td>股市有风险，入市需谨慎</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 天工机器人(250420) -->
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-4 text-purple-300">天工机器人(250420)</h3>
|
||
<div class="table-container">
|
||
<table>
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>分类</th>
|
||
<th>项目/产品</th>
|
||
<th>关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-semibold">天奇股份</td>
|
||
<td><span class="badge badge-primary">参股</span></td>
|
||
<td>与优必选成立合资公司从事人形机器人开发</td>
|
||
<td>优必选智能机器人开发合作及股权结构</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">京城股份</td>
|
||
<td><span class="badge badge-primary">参股</span></td>
|
||
<td>天工Ultra由北京人形机器人创新中心研发</td>
|
||
<td>天工Ultra研发主体及股权关系</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">麦克奥迪</td>
|
||
<td><span class="badge badge-primary">参股</span></td>
|
||
<td>亦庄机器人持股北京人形机器人创新中心</td>
|
||
<td>创新中心股东结构及持股比例</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">珠城科技</td>
|
||
<td><span class="badge badge-secondary">供应商</span></td>
|
||
<td>开发机器人连接器，涉及优必选送餐机器人</td>
|
||
<td>机器人连接器研发进展</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">绿的谐波</td>
|
||
<td><span class="badge badge-secondary">供应商</span></td>
|
||
<td>优必选谐波减速器供应商</td>
|
||
<td>谐波减速器供应关系</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">奥比中光</td>
|
||
<td><span class="badge badge-secondary">供应商</span></td>
|
||
<td>机器人视觉传感器</td>
|
||
<td>视觉传感器合作网络</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">祥鑫科技</td>
|
||
<td><span class="badge badge-secondary">供应商</span></td>
|
||
<td>金属结构件</td>
|
||
<td>金属结构件供应关系</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">三花智控</td>
|
||
<td><span class="badge badge-secondary">供应商</span></td>
|
||
<td>机器人机电执行器</td>
|
||
<td>机电执行器研发</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">丰立智能</td>
|
||
<td><span class="badge badge-secondary">供应商</span></td>
|
||
<td>谐波减速器、齿轮箱</td>
|
||
<td>减速器及齿轮箱供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">鸣志电器</td>
|
||
<td><span class="badge badge-secondary">供应商</span></td>
|
||
<td>机器人步进电机</td>
|
||
<td>电机供应受限于保密协议</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">北自科技</td>
|
||
<td><span class="badge badge-secondary">供应商</span></td>
|
||
<td>北京人形机器人创新中心成员</td>
|
||
<td>创新中心成员及加工能力</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">柯力传感</td>
|
||
<td><span class="badge badge-secondary">供应商</span></td>
|
||
<td>六维力传感器</td>
|
||
<td>传感器供应受限于保密协议</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">中科创达</td>
|
||
<td><span class="badge badge-secondary">智能感知与控制系统</span></td>
|
||
<td>AMR产品</td>
|
||
<td>AMR产品应用场景</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">纳芯微</td>
|
||
<td><span class="badge badge-secondary">智能感知与控制系统</span></td>
|
||
<td>传感器、接口芯片</td>
|
||
<td>芯片适配机器人感知需求</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 松延动力机器人(250420) -->
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-4 text-green-300">松延动力机器人(250420)</h3>
|
||
<div class="table-container">
|
||
<table>
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>代码</th>
|
||
<th>总市值(亿)</th>
|
||
<th>项目/合作</th>
|
||
<th>关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-semibold">利亚德</td>
|
||
<td>300296</td>
|
||
<td>122</td>
|
||
<td>自研OptiTrack动捕系统及LYDIA专业能力大模型</td>
|
||
<td>虚拟动点拥有自研动捕系统及大模型技术</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">德才股份</td>
|
||
<td>605287</td>
|
||
<td>9</td>
|
||
<td>合资成立青岛虚拟现实研究院</td>
|
||
<td>与虚拟动点等公司合资成立研究院</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">洲明科技</td>
|
||
<td>300232</td>
|
||
<td>55</td>
|
||
<td>非穿戴式人体姿态动作捕捉系统</td>
|
||
<td>自研动捕系统与虚拟动点技术路线相似</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">奥飞娱乐</td>
|
||
<td>002292</td>
|
||
<td>72</td>
|
||
<td>参股诺亦腾（持股5%）</td>
|
||
<td>参股动作捕捉技术公司并涉及VR解决方案</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">风语筑</td>
|
||
<td>603466</td>
|
||
<td>34</td>
|
||
<td>与松延动力签订战略合作协议</td>
|
||
<td>2025年3月签订AI领域合作协议</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">绿的谐波</td>
|
||
<td>688017</td>
|
||
<td>147</td>
|
||
<td>谐波减速器</td>
|
||
<td>国内谐波减速器龙头企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">汇川技术</td>
|
||
<td>300124</td>
|
||
<td>1,353</td>
|
||
<td>伺服电机及驱动方案</td>
|
||
<td>工业自动化领军企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">双环传动</td>
|
||
<td>002472</td>
|
||
<td>203</td>
|
||
<td>RV减速器</td>
|
||
<td>RV减速器研发与量产企业</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 风险提示 -->
|
||
<div class="card rounded-xl p-6 mb-8 bg-gradient-to-r from-red-900/30 to-orange-900/30 border border-red-500/20">
|
||
<h2 class="text-xl font-bold mb-3 flex items-center text-red-400">
|
||
<i class="fas fa-exclamation-circle mr-2"></i>
|
||
风险提示
|
||
</h2>
|
||
<p class="text-slate-300">
|
||
若8月运动会再次出现大规模摔倒或换电中断，可能引发市场对技术成熟度的重新评估。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Scripts -->
|
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<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
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``` |