444 lines
34 KiB
HTML
444 lines
34 KiB
HTML
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<html lang="zh-CN" data-theme="night">
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<title>京东物流Robovan 深度研究报告</title>
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<div class="container mx-auto p-4 md:p-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-6xl font-bold text-emerald-400 glow-text mb-4">京东物流Robovan</h1>
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<p class="text-xl text-slate-300">深度研究报告 | 无人运力商业化前夜</p>
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<div class="mt-4 text-xs text-slate-500">
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<p>北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
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<p>本报告为AI合成数据，投资需谨慎</p>
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</div>
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</header>
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<!-- Bento Grid Layout -->
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<main class="bento-grid">
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<!-- 核心观点摘要 -->
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<div class="glass-card rounded-3xl p-6 grid-item-1">
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<h2 class="text-2xl font-bold text-slate-100 mb-4 flex items-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3 text-emerald-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 10V3L4 14h7v7l9-11h-7z"></path></svg>
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核心观点摘要
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</h2>
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<p class="text-slate-300 leading-relaxed">
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“京东物流Robovan”概念标志着无人物流已从技术验证阶段，正式迈入由经济效益驱动的大规模商业化部署前夜。其核心驱动力是京东物流为应对成本压力、提升效率而产生的内生性刚需，通过发布巨额采购计划，将自身需求转化为整个产业链的增长确定性。未来，该概念的潜力不仅在于京东自身的降本增效，更在于其可能凭借技术和运营经验，转型为对外赋能的“无人运力运营商”。
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</p>
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</div>
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<!-- 概念事件 -->
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<div class="glass-card rounded-3xl p-6 grid-item-2">
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<h2 class="text-2xl font-bold text-slate-100 mb-4 flex items-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3 text-emerald-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M8 7V3m8 4V3m-9 8h10M5 21h14a2 2 0 002-2V7a2 2 0 00-2-2H5a2 2 0 00-2 2v12a2 2 0 002 2z"></path></svg>
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概念事件 & 发展脉络
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</h2>
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<div id="timeline-chart" class="w-full h-56"></div>
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</div>
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<!-- 核心逻辑与市场认知 -->
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<div class="glass-card rounded-3xl p-6 grid-item-3">
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<h2 class="text-2xl font-bold text-slate-100 mb-4 flex items-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3 text-emerald-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 3v2m6-2v2M9 19v2m6-2v2M5 9H3m2 6H3m18-6h-2m2 6h-2M12 6V3m0 18v-3M5.636 5.636l-1.414-1.414m15.556 15.556l-1.414-1.414M19.778 5.636l-1.414 1.414M4.222 19.778l1.414-1.414M12 12a3 3 0 100-6 3 3 0 000 6z"></path></svg>
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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 grid-cols-1 md:grid-cols-3 gap-6 text-sm">
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<div>
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<h3 class="font-semibold text-emerald-300 mb-2">核心驱动力：经济效益驱动</h3>
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<p class="text-slate-400">
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概念基石是清晰且迫切的商业需求——<strong class="text-white">降本增效</strong>。单件成本可节约7-8分，整体成本下降超40%-50%，投资回报周期仅约2.3年。对京东物流而言，这是提升盈利能力、构筑长期护城河的核心战略诉求，构成了最强劲的内生驱动力。
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</p>
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</div>
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<div>
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<h3 class="font-semibold text-emerald-300 mb-2">市场热度与情绪</h3>
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<p class="text-slate-400">
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市场反应极为正面和热烈，情绪主要来源于京东<strong class="text-white">“100万台”</strong>这一具体、庞大且具备约束力的采购数字。它将一个模糊的“未来趋势”转化为了一个可预期的“中期订单”，极大提振了市场信心。
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</p>
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</div>
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<div>
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<h3 class="font-semibold text-emerald-300 mb-2">预期差分析</h3>
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<ul class="list-disc list-inside text-slate-400 space-y-2">
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<li><strong class="text-white">“自研”与“采购”平衡被忽视：</strong>市场可能过度关注外部订单，忽视京东自研的战略意图，长期供应商利润空间或不及预期。</li>
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<li><strong class="text-white">运营复杂性被低估：</strong>从“买车”到“用好车实现降本”存在巨大鸿沟，车队管理、维护、资本开支压力是短期情绪可能忽略的风险。</li>
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<li><strong class="text-white">终局商业模式想象力不足：</strong>市场聚焦设备销售，但京东真正目标可能是构建开放的<strong class="text-white">无人运力平台</strong>，具备更大商业想象空间。</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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<!-- 催化剂与发展路径 -->
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<div class="glass-card rounded-3xl p-6 grid-item-4">
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<h2 class="text-2xl font-bold text-slate-100 mb-4 flex items-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3 text-emerald-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M17.657 18.657A8 8 0 016.343 7.343S7 9 9 10c0-2 .5-5 2.986-7.014A8.003 8.003 0 0122 12c0 3-1 7-6.343 6.657z"></path><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M15 12a3 3 0 11-6 0 3 3 0 016 0z"></path></svg>
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关键催化剂
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</h2>
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<ul class="space-y-3 text-slate-300">
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<li class="flex items-start"><span class="text-emerald-400 mr-2 font-bold">▶</span> <div><strong class="text-white">首批大规模订单落地:</strong> 与核心供应商签订万台级以上采购合同，验证计划真实性。</div></li>
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<li class="flex items-start"><span class="text-emerald-400 mr-2 font-bold">▶</span> <div><strong class="text-white">标杆城市规模化运营:</strong> 在深圳等城市实现百/千台级车队常态化运营并披露数据。</div></li>
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<li class="flex items-start"><span class="text-emerald-400 mr-2 font-bold">▶</span> <div><strong class="text-white">财务数据初步体现:</strong> 季度财报首次明确提及无人车队对成本的积极影响。</div></li>
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</ul>
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</div>
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<div class="glass-card rounded-3xl p-6 grid-item-5">
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<h2 class="text-2xl font-bold text-slate-100 mb-4 flex items-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3 text-emerald-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M4 6h16M4 12h16M4 18h16"></path></svg>
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长期发展路径
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</h2>
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<ol class="space-y-3 text-slate-300">
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<li class="flex items-start"><span class="text-emerald-400 mr-2 font-bold">1.</span> <div><strong class="text-white">规模化部署 (当前-2027):</strong> 完成首批数十万台采购部署，打磨运营体系。</div></li>
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<li class="flex items-start"><span class="text-emerald-400 mr-2 font-bold">2.</span> <div><strong class="text-white">技术迭代与场景拓展 (2027-2029):</strong> 迭代算法，拓展至生鲜冷链、商超配送等领域。</div></li>
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<li class="flex items-start"><span class="text-emerald-400 mr-2 font-bold">3.</span> <div><strong class="text-white">平台化与生态构建 (2029+):</strong> 向“运力运营商”转型，开放无人运力网络，开辟新增长曲线。</div></li>
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</ol>
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</div>
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<!-- 潜在风险与挑战 -->
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<div class="glass-card rounded-3xl p-6 grid-item-8">
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<h2 class="text-2xl font-bold text-slate-100 mb-4 flex items-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3 text-orange-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z"></path></svg>
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潜在风险与挑战
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</h2>
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<ul class="space-y-2 text-sm text-slate-300 list-disc list-inside">
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<li><strong class="text-orange-300">技术风险:</strong> 应对极端天气、复杂路口等长尾场景的挑战，任何重大安全事故都可能造成颠覆性打击。</li>
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<li><strong class="text-orange-300">商业化风险:</strong> 运营成本(TCO)可能高于预期，拉长回报周期；人机协同整合难度大。</li>
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<li><strong class="text-orange-300">政策与竞争风险:</strong> 全国性法规尚未出台，责任界定是最大不确定性；面临特斯拉、顺丰等对手的激烈竞争。</li>
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<li><strong class="text-orange-300">信息交叉验证风险:</strong> “百万台”的宏大叙事与实际落地节奏之间可能存在信息差，市场或因前者过度乐观。</li>
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</ul>
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</div>
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<!-- 综合结论与投资启示 -->
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<div class="glass-card rounded-3xl p-6 grid-item-7">
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<h2 class="text-2xl font-bold text-slate-100 mb-4 flex items-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3 text-emerald-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9.663 17h4.673M12 3v1m6.364 1.636l-.707.707M21 12h-1M4 12H3m3.343-5.657l-.707-.707m2.828 9.9a5 5 0 117.072 0l-.548.547A3.374 3.374 0 0014 18.469V19a2 2 0 11-4 0v-.531c0-.895-.356-1.754-.988-2.386l-.548-.547z"></path></svg>
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综合结论与投资启示
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</h2>
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<p class="mb-4 text-slate-300">
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京东物流Robovan概念已从主题炒作阶段，正式进入由清晰商业逻辑和明确订单预期驱动的<strong class="text-white">基本面驱动阶段</strong>。方向确定性极高，虽然规模化落地仍面临挑战。
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</p>
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<div class="border-t border-slate-700 pt-4">
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<h3 class="font-semibold text-emerald-300 mb-2">投资价值环节 & 关键指标</h3>
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<p class="text-slate-400 mb-2"><strong class="text-white">价值环节：</strong>最具投资价值的是<strong class="text-white">中游整车制造商(OEM)</strong>和<strong class="text-white">上游核心零部件供应商</strong>，业绩确定性最高。</p>
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<p class="text-slate-400"><strong class="text-white">跟踪指标：</strong>京东物流的资本开支(Capex)、核心供应商的合同订单公告、无人车实际部署数量、以及财报中运输/外包成本占比的变化趋势。
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</p>
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</div>
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</div>
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<!-- 数据源 -->
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<div class="glass-card rounded-3xl p-6 grid-item-9" x-data="{ tab: 'news' }">
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<div role="tablist" class="tabs tabs-bordered mb-6">
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<a role="tab" class="tab" :class="{ 'tab-active text-emerald-400': tab === 'news' }" @click.prevent="tab = 'news'">新闻数据</a>
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<a role="tab" class="tab" :class="{ 'tab-active text-emerald-400': tab === 'roadshow' }" @click.prevent="tab = 'roadshow'">路演纪要</a>
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<a role="tab" class="tab" :class="{ 'tab-active text-emerald-400': tab === 'research' }" @click.prevent="tab = 'research'">研报精粹</a>
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</div>
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<div class="text-sm text-slate-300 space-y-4 max-h-96 overflow-y-auto pr-2">
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<!-- 新闻数据 -->
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<div x-show="tab === 'news'">
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<h3 class="font-bold text-lg text-white mb-2">一、直接相关信息</h3>
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<ul class="list-disc list-inside space-y-2">
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<li><strong>自研产品发布：</strong>2025年7月2日发布自研无人轻卡<strong class="text-emerald-300">“京东物流VAN”</strong>，具备24立方米超大载货空间，用于物流摆渡及传站。</li>
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<li><strong>大规模采购计划：</strong>2025年10月24日宣布，未来5年采购<strong class="text-emerald-300">100万台无人车</strong>、300万台机器人、10万架无人机，为行业注入强劲确定性。</li>
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<li><strong>核心合作伙伴：</strong><strong class="text-white">兰剑智能</strong>（深度绑定，签订5亿元订单）、<strong class="text-white">中邮科技</strong>（核心客户深度绑定）将直接受益。</li>
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</ul>
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<h3 class="font-bold text-lg text-white mt-4 mb-2">二、潜在/行业相关信息</h3>
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<ul class="list-disc list-inside space-y-2">
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<li><strong>行业爆发：</strong>2025年为无人物流爆发增长元年，行业发展速度十倍以上，预计2026年底行业规模达<strong class="text-emerald-300">10万台+</strong>，市场潜在容量500万辆。</li>
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<li><strong>经济效益：</strong>单件成本可节约7-8分，网点单件成本下降超40%-50%，回本周期约2.3年。</li>
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<li><strong>商业模式终局：</strong>做<strong class="text-emerald-300">运力的运营商</strong>，允许用户加入平台进行运力租赁。</li>
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<li><strong>政策支持：</strong>深圳“三全”试点、国家邮政局发文支持，加快无人车、无人机规模化应用。</li>
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<li><strong>生态合作：</strong>与<strong class="text-white">宁德时代</strong>合作解决绿色运力与电池方案，与<strong class="text-white">小鹏汽车</strong>深化战略合作。</li>
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</ul>
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</div>
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<!-- 路演数据 -->
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<div x-show="tab === 'roadshow'">
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||
<h3 class="font-bold text-lg text-white mb-2">一、直接相关信息</h3>
|
||
<p>在自动驾驶商业化讨论中，Robovan被视为比Robotaxi更快的落地场景，<strong class="text-emerald-300">京东被明确列为该领域的潜在物流客户之一</strong>。头部无人物流公司2024年预计倍数级增长，配送成本可降低50%。</p>
|
||
<h3 class="font-bold text-lg text-white mt-4 mb-2">二、潜在相关信息</h3>
|
||
<ul class="list-disc list-inside space-y-2">
|
||
<li><strong>核心战略：</strong>将<strong class="text-white">物流科技和自动化</strong>作为核心战略和第二增长曲线，强调技术驱动和算法优势。</li>
|
||
<li><strong>资本投入：</strong>资本开支占收入3%-4%，主要用于<strong class="text-emerald-300">车辆和自动化设备</strong>。</li>
|
||
<li><strong>研发投入：</strong>2023年研发费用率约3.2%，高于顺丰的2.1%，聚焦AI与系统优化。</li>
|
||
<li><strong>技术积累：</strong>在仓储（亚洲一号AGV）、运输（运力调度系统优化）等环节已有深厚自动化运营经验。</li>
|
||
<li><strong>车队管理：</strong>自有车辆超5万台，新能源车占比约20%，持续加大投入以降低运营成本，并逐步提升自营比例。</li>
|
||
</ul>
|
||
</div>
|
||
<!-- 研报数据 -->
|
||
<div x-show="tab === 'research'">
|
||
<h3 class="font-bold text-lg text-white mb-2">一、核心定位与价值</h3>
|
||
<p>Robovan是一款无人驾驶配送车，其首要战略目标是<strong class="text-emerald-300">实现成本节约</strong>。其成功应用有望显著降低外包等人力成本，提升运营效率。</p>
|
||
<h3 class="font-bold text-lg text-white mt-4 mb-2">二、应用场景与战略支撑</h3>
|
||
<ul class="list-disc list-inside space-y-2">
|
||
<li><strong>应用场景：</strong>主要应用于<strong class="text-white">干线运输优化</strong>、<strong class="text-white">末端配送</strong>，并且是公司<strong class="text-white">国际化和跨境物流</strong>战略的技术核心之一。</li>
|
||
<li><strong>研发投入支撑：</strong>2023年研发费用达<strong class="text-emerald-300">35.71亿元</strong>，远高于同行，为Robovan等前沿技术开发提供资金保障。预计2025年达42.13亿元。</li>
|
||
<li><strong>资产布局：</strong>公司主要资产结构为<strong class="text-white">设备</strong>，物流设备投入比例明显大于顺丰和德邦，体现重资产投入决心。</li>
|
||
<li><strong>业务风险：</strong>Robovan作为新业务，其技术落地、客户接受度和商业化进展存在<strong class="text-orange-300">不及预期的风险</strong>，可能影响公司整体业绩。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
</main>
|
||
|
||
<!-- 涨幅异动分析 -->
|
||
<section class="mt-12">
|
||
<h2 class="text-3xl font-bold text-center text-slate-100 mb-8 flex items-center justify-center">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-8 w-8 mr-4 text-emerald-400" fill="none" viewBox="0 0 24 24" stroke="currentColor" stroke-width="2"><path stroke-linecap="round" stroke-linejoin="round" d="M13 7h8m0 0v8m0-8l-8 8-4-4-6 6" /></svg>
|
||
相关概念股涨幅异动分析
|
||
</h2>
|
||
<div class="space-y-4">
|
||
<div tabindex="0" class="collapse collapse-plus glass-card rounded-2xl">
|
||
<div class="collapse-title text-xl font-medium text-white">
|
||
瑞晟智能 (688215) - 智能物流系统供应商
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p class="text-slate-300 text-sm">上涨原因主要为：1. **行业利好**：2025世界机器人大会召开及京东发布“智能机器人产业加速计划”提振板块。2. **业绩良好**：2024年净利润同比增长41.85%。3. **资金面支持**：连续3周融资净买入合计4924.88万元。4. **AI领域拓展**：成立人工智能科技公司，增加市场想象空间。</p>
|
||
</div>
|
||
</div>
|
||
<div tabindex="0" class="collapse collapse-plus glass-card rounded-2xl">
|
||
<div class="collapse-title text-xl font-medium text-white">
|
||
中邮科技 (688648) - 邮政体系核心供应商
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p class="text-slate-300 text-sm">上涨原因主要为：1. **机器人业务布局**：设立全资机器人子公司，正式进军机器人领域。2. **无人物流前景**：作为邮政无人配送和自动化仓储核心供应商，受益于邮政加速建设无人物流体系，市场空间广阔。3. **财务利好**：子公司征收补偿或增厚业绩。4. **概念叠加**：同时涉及智能物流、机器人、央企改革等多个热门概念。</p>
|
||
</div>
|
||
</div>
|
||
<div tabindex="0" class="collapse collapse-plus glass-card rounded-2xl">
|
||
<div class="collapse-title text-xl font-medium text-white">
|
||
兰剑智能 (688557) - 智能仓储物流系统
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p class="text-slate-300 text-sm">上涨原因主要为：1. **人形机器人合作预期**：市场传闻与宇树科技在机器人领域展开合作，兰剑智能提供物流场景解决方案。2. **应用场景潜力**：公司传统客户存在大量重复性劳动岗位，为机器人替代提供了广阔应用空间。3. **业务结构调整**：将AMR及AGV事业部独立运营，被视为人形机器人赛道的“场景”相关标的。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
|
||
<!-- Stock Table -->
|
||
<section class="mt-12">
|
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<h2 class="text-3xl font-bold text-center text-slate-100 mb-8 flex items-center justify-center">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-8 w-8 mr-4 text-emerald-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M10 21h7a2 2 0 002-2V9.414a1 1 0 00-.293-.707l-5.414-5.414A1 1 0 0012.586 3H7a2 2 0 00-2 2v11m0 5l-2.293-2.293a1 1 0 010-1.414l7-7a1 1 0 011.414 0l7 7a1 1 0 010 1.414L15 21m-5-4h2"></path></svg>
|
||
核心产业链相关公司
|
||
</h2>
|
||
<div class="overflow-x-auto glass-card rounded-3xl p-4">
|
||
<table class="table table-zebra-zebra bg-transparent w-full">
|
||
<thead class="text-slate-300">
|
||
<tr>
|
||
<th class="bg-transparent">股票名称</th>
|
||
<th class="bg-transparent">股票代码</th>
|
||
<th class="bg-transparent">核心逻辑 / 原因</th>
|
||
<th class="bg-transparent">标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="text-slate-400">
|
||
<tr>
|
||
<td class="bg-transparent font-semibold text-white">德赛西威</td>
|
||
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=002920" target="_blank" class="link link-hover text-emerald-400">002920</a></td>
|
||
<td class="bg-transparent text-sm">已获得京东Robovan订单；推出“川行致远”无人配送车；为九识供应智驾域控。与京东绑定最深，受益确定性最高。</td>
|
||
<td class="bg-transparent"><span class="badge badge-accent badge-outline">Robovan整车</span> <span class="badge badge-primary badge-outline">智驾域控</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="bg-transparent font-semibold text-white">金龙汽车</td>
|
||
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=600686" target="_blank" class="link link-hover text-emerald-400">600686</a></td>
|
||
<td class="bg-transparent text-sm">2020年起与京东合作开发Robovan，负责硬件设计制造，为京东“研发订制”无人驾驶物流车，产品契合度高。</td>
|
||
<td class="bg-transparent"><span class="badge badge-accent badge-outline">Robovan整车</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="bg-transparent font-semibold text-white">经纬恒润</td>
|
||
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=688326" target="_blank" class="link link-hover text-emerald-400">688326</a></td>
|
||
<td class="bg-transparent text-sm">通过与京东合作伙伴白犀牛达成战略合作，间接切入京东生态，共同推动末端物流无人车规模化商业落地。</td>
|
||
<td class="bg-transparent"><span class="badge badge-primary badge-outline">智驾域控</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="bg-transparent font-semibold text-white">长安汽车</td>
|
||
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=000625" target="_blank" class="link link-hover text-emerald-400">000625</a></td>
|
||
<td class="bg-transparent text-sm">与京东物流建立全面战略合作，将联合研发新一代智能物流车。</td>
|
||
<td class="bg-transparent"><span class="badge badge-accent badge-outline">Robovan整车</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="bg-transparent font-semibold text-white">音飞储存</td>
|
||
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=603066" target="_blank" class="link link-hover text-emerald-400">603066</a></td>
|
||
<td class="bg-transparent text-sm">与京东是长期合作关系，为其提供立体库货架、物流搬运机器人等仓储设备及系统。</td>
|
||
<td class="bg-transparent"><span class="badge badge-info badge-outline">仓储机器人</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="bg-transparent font-semibold text-white">广联航空</td>
|
||
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=300900" target="_blank" class="link link-hover text-emerald-400">300900</a></td>
|
||
<td class="bg-transparent text-sm">京东无人机合作方“白鲸航线”的核心制造商，承担了该机型部分工艺装备研发、零件制造及装配工作。</td>
|
||
<td class="bg-transparent"><span class="badge badge-warning badge-outline">无人机</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="bg-transparent font-semibold text-white">航天科技</td>
|
||
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=000901" target="_blank" class="link link-hover text-emerald-400">000901</a></td>
|
||
<td class="bg-transparent text-sm">2019年曾与京东乾石科技在自动驾驶物流车项目上达成战略合作。</td>
|
||
<td class="bg-transparent"><span class="badge badge-accent badge-outline">Robovan整车</span></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
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<!-- Footer -->
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<footer class="text-center mt-16 pb-8">
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<p class="text-xs text-slate-600">
|
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由北京价值前沿科技有限公司 AI投研agent：“价小前投研” 生成<br>
|
||
本报告内容基于公开数据和AI模型分析，仅供参考，不构成任何投资建议。投资有风险，决策需谨慎。
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