549 lines
37 KiB
HTML
549 lines
37 KiB
HTML
<!DOCTYPE html>
|
||
<html lang="zh-CN" data-theme="night">
|
||
<head>
|
||
<meta charset="UTF-8">
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<title>车路云-车路协同运营建设 - 深度行业研究报告</title>
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
|
||
<style>
|
||
@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap');
|
||
body {
|
||
font-family: 'Inter', 'Helvetica Neue', 'Arial', 'PingFang SC', 'Hiragino Sans GB', 'Microsoft YaHei', sans-serif;
|
||
background-color: #010416;
|
||
color: #e0e0e0;
|
||
overflow-x: hidden;
|
||
}
|
||
|
||
.glass-card {
|
||
background: rgba(20, 22, 57, 0.4);
|
||
backdrop-filter: blur(20px);
|
||
-webkit-backdrop-filter: blur(20px);
|
||
border: 1px solid rgba(255, 255, 255, 0.1);
|
||
border-radius: 2rem;
|
||
transition: all 0.3s ease;
|
||
}
|
||
|
||
.glass-card:hover {
|
||
background: rgba(25, 28, 68, 0.6);
|
||
border-color: rgba(255, 255, 255, 0.2);
|
||
box-shadow: 0 0 40px rgba(78, 115, 255, 0.2);
|
||
}
|
||
|
||
.bento-grid {
|
||
display: grid;
|
||
grid-template-columns: repeat(4, 1fr);
|
||
gap: 1.5rem;
|
||
}
|
||
|
||
.bento-item {
|
||
padding: 1.5rem;
|
||
min-height: 180px;
|
||
}
|
||
|
||
.bento-item h3 {
|
||
font-size: 1.1rem;
|
||
color: #a8b2ff;
|
||
}
|
||
|
||
.bento-item p {
|
||
font-size: 1.75rem;
|
||
font-weight: 700;
|
||
line-height: 1.2;
|
||
color: #ffffff;
|
||
}
|
||
|
||
.col-span-2 { grid-column: span 2 / span 2; }
|
||
|
||
.glow-effect {
|
||
position: absolute;
|
||
pointer-events: none;
|
||
z-index: -1;
|
||
}
|
||
|
||
.glow-1 {
|
||
top: -20%;
|
||
left: -15%;
|
||
width: 700px;
|
||
height: 700px;
|
||
background: radial-gradient(circle, rgba(63, 94, 251, 0.15) 0%, rgba(63, 94, 251, 0) 60%);
|
||
animation: pulse 10s infinite ease-in-out;
|
||
}
|
||
|
||
.glow-2 {
|
||
bottom: -30%;
|
||
right: -20%;
|
||
width: 800px;
|
||
height: 800px;
|
||
background: radial-gradient(circle, rgba(252, 70, 107, 0.1) 0%, rgba(252, 70, 107, 0) 60%);
|
||
animation: pulse 12s infinite ease-in-out alternate;
|
||
}
|
||
|
||
.glow-3 {
|
||
top: 30%;
|
||
right: 10%;
|
||
width: 500px;
|
||
height: 500px;
|
||
background: radial-gradient(circle, rgba(70, 252, 239, 0.1) 0%, rgba(70, 252, 239, 0) 60%);
|
||
animation: pulse 8s infinite ease-in-out;
|
||
}
|
||
|
||
@keyframes pulse {
|
||
0% { transform: scale(0.9); opacity: 0.8; }
|
||
50% { transform: scale(1.1); opacity: 1; }
|
||
100% { transform: scale(0.9); opacity: 0.8; }
|
||
}
|
||
|
||
.section-title {
|
||
font-size: 3rem;
|
||
font-weight: 800;
|
||
letter-spacing: -0.05em;
|
||
background: -webkit-linear-gradient(45deg, #a8b2ff, #66d9ed, #f9947f);
|
||
-webkit-background-clip: text;
|
||
-webkit-text-fill-color: transparent;
|
||
}
|
||
|
||
.tab-active {
|
||
background: rgba(255, 255, 255, 0.1) !important;
|
||
color: #ffffff !important;
|
||
border-bottom-color: #66d9ed !important;
|
||
}
|
||
|
||
table {
|
||
border-radius: 1.5rem;
|
||
overflow: hidden;
|
||
border-collapse: separate;
|
||
border-spacing: 0;
|
||
}
|
||
|
||
thead {
|
||
background-color: rgba(30, 33, 75, 0.7);
|
||
}
|
||
|
||
tbody tr:nth-child(even) {
|
||
background-color: rgba(20, 22, 57, 0.2);
|
||
}
|
||
|
||
tbody tr:nth-child(odd) {
|
||
background-color: rgba(20, 22, 57, 0.5);
|
||
}
|
||
|
||
tbody tr:hover {
|
||
background-color: rgba(45, 50, 110, 0.7);
|
||
}
|
||
|
||
</style>
|
||
</head>
|
||
<body class="relative min-h-screen">
|
||
<div class="glow-effect glow-1"></div>
|
||
<div class="glow-effect glow-2"></div>
|
||
<div class="glow-effect glow-3"></div>
|
||
|
||
<div class="container mx-auto px-4 py-12 md:py-20">
|
||
<header class="text-center mb-16">
|
||
<h1 class="text-4xl md:text-6xl font-extrabold tracking-tighter bg-clip-text text-transparent bg-gradient-to-r from-blue-400 via-cyan-300 to-purple-400 mb-4">
|
||
车路云-车路协同运营建设
|
||
</h1>
|
||
<p class="text-xl text-gray-400">深度行业研究报告</p>
|
||
<div class="mt-4 text-sm text-gray-500">
|
||
<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>
|
||
<p>本报告为AI合成数据,投资需谨慎。</p>
|
||
</div>
|
||
</header>
|
||
|
||
<main>
|
||
<!-- Concept Insight Section -->
|
||
<section id="insight" class="mb-20">
|
||
<h2 class="section-title text-center mb-12">概念洞察 (Concept Insight)</h2>
|
||
|
||
<div class="glass-card p-8 md:p-12 mb-8">
|
||
<h3 class="text-2xl font-bold mb-4 text-cyan-300">1. 核心观点摘要</h3>
|
||
<p class="text-lg leading-relaxed text-gray-300">
|
||
“车路云一体化”正处于由国家战略顶层设计驱动,从分散试点迈向<strong>全国性、规模化基础设施建设的爆发元年</strong>。其核心驱动力是明确且强力的<strong>政策意志</strong>,旨在通过“基建先行”模式解决单车智能发展瓶颈,抢占全球智能网联汽车产业的制高点。当前阶段以政府投资为主导,商业模式尚在探索,但万亿级的市场空间已为产业链相关环节带来了明确的订单预期和基本面改善逻辑。
|
||
</p>
|
||
</div>
|
||
|
||
<div class="bento-grid mb-12">
|
||
<div class="glass-card bento-item col-span-2">
|
||
<h3>核心驱动力</h3>
|
||
<p>国家战略选择 & 政策强力驱动</p>
|
||
</div>
|
||
<div class="glass-card bento-item">
|
||
<h3>发展阶段</h3>
|
||
<p>爆发元年</p>
|
||
</div>
|
||
<div class="glass-card bento-item">
|
||
<h3>市场空间</h3>
|
||
<p>万亿级</p>
|
||
</div>
|
||
<div class="glass-card bento-item">
|
||
<h3>标志性项目</h3>
|
||
<p>北京 99.4亿</p>
|
||
</div>
|
||
<div class="glass-card bento-item">
|
||
<h3>技术路线</h3>
|
||
<p>聪明车+智慧路</p>
|
||
</div>
|
||
<div class="glass-card bento-item col-span-2">
|
||
<h3>商业模式</h3>
|
||
<p>政府主导,商业化探索中</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="space-y-8">
|
||
<div class="glass-card p-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-cyan-300">0. 概念事件:从区域试点到全国性建设的转折</h3>
|
||
<p class="text-gray-400 mb-4">“车路云一体化”在2024年由一系列密集的顶层政策与标志性项目招标共同催化,进入规模化建设的转折点。</p>
|
||
<ul class="list-disc list-inside space-y-2 text-gray-300">
|
||
<li><strong>2024年1月:</strong> 五部委发布《“车路云一体化”应用试点工作通知》,启动新一轮国家级规模化建设。</li>
|
||
<li><strong>2024年4月:</strong> 财政部与交通部明确高速公路数字化转型三年750亿资金支持框架。</li>
|
||
<li><strong>2024年5月-8月:</strong> 北京发布99.39亿元项目招标,成为行业里程碑;多地密集开启招标。</li>
|
||
<li><strong>2024年6月-7月:</strong> 官方公布20个城市(联合体)为首批试点,建设正式全国性落地。</li>
|
||
<li><strong>市场催化:</strong> 传闻中央将以国债形式发放三五百亿补贴,强化资金支持预期。</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="glass-card p-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-cyan-300">2. 核心逻辑与市场认知分析</h3>
|
||
<p class="text-gray-400 mb-2"><strong>核心驱动力:</strong>国家层面的战略选择,旨在解决单车智能的技术瓶颈、降低单车成本(约30%)、并发挥“新基建”的制度优势。</p>
|
||
<p class="text-gray-400 mb-4"><strong>预期差分析:</strong></p>
|
||
<ul class="list-disc list-inside space-y-2 text-gray-300">
|
||
<li><strong>投资结构预期差:</strong> 市场低估了<strong>云控平台(占比可达50%)</strong>和施工费用的价值,纯设备商利润空间或不及预期。</li>
|
||
<li><strong>商业模式预期差:</strong> 市场对商业化闭环速度过于乐观,当前仍严重依赖财政拨款。</li>
|
||
<li><strong>项目主体预期差:</strong> 总包方多为<strong>本地国企/央企</strong>,设备商以分包形式参与,影响议价能力。</li>
|
||
<li><strong>技术成熟度预期差:</strong> MEC、云平台等标准尚未统一,存在规模化推广的现实障碍。</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="glass-card p-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-cyan-300">3. 关键催化剂与未来发展路径</h3>
|
||
<p class="text-gray-400 mb-2"><strong>近期催化剂 (未来3-6个月):</strong></p>
|
||
<ul class="list-disc list-inside space-y-2 text-gray-300 mb-4">
|
||
<li>中央补贴政策(如国债)的官方文件确认。</li>
|
||
<li>首批试点城市订单大规模放量,验证行业景气度。</li>
|
||
<li>国家级统一标准和路线图出台,扫清技术障碍。</li>
|
||
</ul>
|
||
<p class="text-gray-400 mb-2"><strong>长期发展路径:</strong></p>
|
||
<ul class="list-decimal list-inside space-y-2 text-gray-300">
|
||
<li><strong>阶段一 (2024-2026):</strong> 基础设施建设高峰期,硬件、集成、工程方受益。</li>
|
||
<li><strong>阶段二 (2026-2030):</strong> 网络效应显现期,OBU渗透率达拐点,初步形成B端商业模式。</li>
|
||
<li><strong>阶段三 (2030+):</strong> 生态成熟期,实现广域覆盖和互联互通,C端订阅服务成为可能。</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="glass-card p-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-cyan-300">4. 产业链与核心公司深度剖析</h3>
|
||
<p class="text-gray-400 mb-4">产业链覆盖上游元器件、中游设备平台、下游运营应用。</p>
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div>
|
||
<h4 class="font-semibold text-cyan-400">领导者 (硬件双雄): 金溢科技 & 万集科技</h4>
|
||
<p class="text-sm text-gray-300">ETC时代双寡头,技术渠道优势深厚。金溢RSU业务最纯粹,万集OBU销量第一且布局激光雷达。面临硬件价格下降压力。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-cyan-400">领导者 (方案集成龙头): 千方科技</h4>
|
||
<p class="text-sm text-gray-300">拥有全链条软硬件能力,项目总包和集成能力强,在北京百亿项目中价值量占比高。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-cyan-400">特色玩家 (地方国资代表): 深城交</h4>
|
||
<p class="text-sm text-gray-300">深圳国资委控股,集规划设计、总包、未来运营商于一身,深度切入价值最高的云控平台和数据运营环节。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-cyan-400">验证与证伪:</h4>
|
||
<p class="text-sm text-gray-300">龙头地位获多方数据验证。但单路口成本(50-160万)、OBU成本(300-1100元)等数据差异巨大,需警惕简单化认知和单一数据估值。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-card p-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-cyan-300">5. 潜在风险与挑战</h3>
|
||
<ul class="list-disc list-inside space-y-2 text-gray-300">
|
||
<li><strong>技术风险:</strong> 标准不统一是最大风险,导致“数据烟囱”,阻碍全国互联互通。</li>
|
||
<li><strong>商业化风险:</strong> 盈利模式单一且严重依赖财政,可持续性是核心挑战。</li>
|
||
<li><strong>政策与竞争风险:</strong> 地方财政压力可能导致项目落地不及预期;市场竞争加剧可能引发价格战。</li>
|
||
<li><strong>信息交叉验证风险:</strong> 关键成本数据在不同信源中差异显著,反映行业初期成本构成的不确定性。</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="glass-card p-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-cyan-300">6. 综合结论与投资启示</h3>
|
||
<p class="text-gray-300 mb-4">车路云一体化正处在<strong>从主题炒作向基本面驱动过渡的关键阶段</strong>。短期(1-2年)增长逻辑清晰,长期(3-5年)商业闭环存在不确定性。这是一个典型的“新基建”投资范式。</p>
|
||
<h4 class="font-semibold text-cyan-400 mb-2">最具投资价值的细分环节:</h4>
|
||
<ol class="list-decimal list-inside space-y-1 text-gray-300 mb-4">
|
||
<li><strong>路侧核心设备 (RSU/OBU):</strong> 需求确定性最高,订单释放最快。 (金溢科技, 万集科技)</li>
|
||
<li><strong>全栈解决方案与集成商:</strong> 锁定更大价值份额。 (千方科技)</li>
|
||
<li><strong>地方性龙头与运营商:</strong> 具备长期数据运营想象空间。 (深城交)</li>
|
||
</ol>
|
||
<h4 class="font-semibold text-cyan-400 mb-2">需重点跟踪的关键指标:</h4>
|
||
<ul class="list-disc list-inside space-y-1 text-gray-300">
|
||
<li>订单落地情况 (招标公告、中标金额)</li>
|
||
<li>车载终端 (OBU) 渗透率</li>
|
||
<li>核心硬件厂商毛利率变化</li>
|
||
<li>国家级财政补贴政策官方文件</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Data Synthesis Section -->
|
||
<section id="data-synthesis" class="mb-20" x-data="{ tab: 'roadshow' }">
|
||
<h2 class="section-title text-center mb-12">多源数据合成 (Data Synthesis)</h2>
|
||
<div role="tablist" class="tabs tabs-bordered justify-center mb-8">
|
||
<a role="tab" class="tab text-lg p-4" :class="{'tab-active': tab === 'roadshow'}" @click.prevent="tab = 'roadshow'">路演纪要</a>
|
||
<a role="tab" class="tab text-lg p-4" :class="{'tab-active': tab === 'news'}" @click.prevent="tab = 'news'">新闻数据</a>
|
||
<a role="tab" class="tab text-lg p-4" :class="{'tab-active': tab === 'report'}" @click.prevent="tab = 'report'">研报精粹</a>
|
||
</div>
|
||
|
||
<div class="glass-card p-8 min-h-[500px]">
|
||
<!-- Roadshow Content -->
|
||
<div x-show="tab === 'roadshow'" x-transition>
|
||
<h3 class="text-2xl font-bold mb-4 text-cyan-300">路演纪要精粹</h3>
|
||
<ul class="space-y-3 list-disc list-inside text-gray-300">
|
||
<li><strong>投资结构:</strong> 北京99亿项目中,<strong class="text-white">云控平台投资占比可能高达50%</strong>,通信网占20%,硬件端占30%。硬件成本持续下降,云控平台是核心投资方向和挑战所在。</li>
|
||
<li><strong>建设成本:</strong> 单路口改造成本差异大,估算在 <strong class="text-white">50万 - 160万元</strong>之间,取决于建设标准、是否含5G专网(额外20万)和施工费用(可能高达80-90万)。</li>
|
||
<li><strong>资金来源:</strong> 当前 <strong class="text-white">70-80% 来自财政拨款</strong>,其余为国企自筹。北京项目70%资金已到账。商业模式仍在探索,数据服务和订阅制是长期方向。</li>
|
||
<li><strong>城市梯队与规模:</strong> 首批试点20城,预计总投资<strong class="text-white">800-1000亿元</strong>。第一梯队(北上广深)投资规模约60-100亿,全国年市场规模可达500-1000亿。</li>
|
||
<li><strong>项目模式:</strong> 通常由<strong class="text-white">本地国企/央企总包</strong>,设备商分得25-30%份额。</li>
|
||
<li><strong>车端渗透率目标:</strong> 武汉要求L2以上新车V2X终端搭载率30%;沈阳计划2024年华晨宝马全系前装13万套。2025年起试点城市新车或需<strong class="text-white">强制装配C-V2X终端</strong>。</li>
|
||
</ul>
|
||
</div>
|
||
<!-- News Content -->
|
||
<div x-show="tab === 'news'" x-transition style="display: none;">
|
||
<h3 class="text-2xl font-bold mb-4 text-cyan-300">新闻数据摘要</h3>
|
||
<ul class="space-y-3 list-disc list-inside text-gray-300">
|
||
<li><strong>顶层设计:</strong> “交通强国”战略将车路云视为最大增量。“两办”发文推动智慧城市与智能网联车协同发展。住建部、发改委等部门均出台行动方案,支持车路协同设施建设。</li>
|
||
<li><strong>发展目标:</strong> 预计到2030年,形成覆盖主要城市群的车路云网络,<strong class="text-white">事故率降低80%</strong>,拥堵指数下降30%。推进路线图或于今年底形成。</li>
|
||
<li><strong>试点城市:</strong> 工信部等五部门确定<strong class="text-white">北京、上海等20个城市(联合体)</strong>为首批试点。</li>
|
||
<li><strong>地方进展 (北京):</strong> 进度最快。车路云3.0投资约20亿,车路云4.0预计投资99.39亿。已进入<strong class="text-white">设备批量招标阶段</strong>。</li>
|
||
<li><strong>资金支持:</strong> 传闻中央将以国债形式发放<strong class="text-white">15%的补贴(约300-500亿)</strong>。财政部与交通部已启动三年750亿的交通数字化转型市场。</li>
|
||
<li><strong>商业模式:</strong> 中国电动汽车百人会秘书长张永伟表示,<strong class="text-white">数据是实现商业回报的关键</strong>。需探索“借钱修路、收费还贷”等可持续模式。</li>
|
||
</ul>
|
||
</div>
|
||
<!-- Research Report Content -->
|
||
<div x-show="tab === 'report'" x-transition style="display: none;">
|
||
<h3 class="text-2xl font-bold mb-4 text-cyan-300">研报精粹</h3>
|
||
<ul class="space-y-3 list-disc list-inside text-gray-300">
|
||
<li><strong>核心逻辑:</strong> 车路云一体化旨在解决单车智能的感知盲区、极端天气影响等局限性。我国已确立 <strong class="text-white">C-V2X 为主流技术路线</strong>。</li>
|
||
<li><strong>政策核心:</strong> 2024年1月五部委的试点通知是核心抓手,要求基础设施(信号机联网率90%)、车辆终端(新车搭载率50%)、云控平台(两级架构)的高标准覆盖。</li>
|
||
<li><strong>建设策略:</strong> 采取“先广度、后深度”策略,优先实现C-V2X网络在路口的全域覆盖。遵循“单城打通”再“多城拉通”的路径。</li>
|
||
<li><strong>市场规模预测:</strong> 灼识咨询预计2028年中国车路协同市场规模达<strong class="text-white">1685亿元</strong>。另有预测2030年产业总产值增量将达<strong class="text-white">25825亿元</strong>,其中路侧基建4174亿元。</li>
|
||
<li><strong>投建运模式:</strong> 初期依靠政府买单,探索特许经营模式。推动基础设施从“公益性”向“经营性”转型,建立可持续的“自我造血”机制。</li>
|
||
<li><strong>核心挑战:</strong> “两率低”(路侧覆盖率、车端渗透率)、商业模式不清晰、数据质量低、时延保障难。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- ECharts Visualization Section -->
|
||
<section id="visualization" class="mb-20">
|
||
<h2 class="section-title text-center mb-12">关键数据可视化 (Data Visualization)</h2>
|
||
<div class="grid md:grid-cols-2 gap-8">
|
||
<div class="glass-card p-6">
|
||
<div id="market-size-chart" class="w-full h-96"></div>
|
||
</div>
|
||
<div class="glass-card p-6">
|
||
<div id="investment-structure-chart" class="w-full h-96"></div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data Section -->
|
||
<section id="stock-data">
|
||
<h2 class="section-title text-center mb-12">产业链核心标的 (Core Targets)</h2>
|
||
|
||
<div class="mb-12">
|
||
<h3 class="text-2xl font-bold mb-6 text-cyan-300">解决方案 & 区域龙头</h3>
|
||
<div class="overflow-x-auto glass-card">
|
||
<table class="table text-base">
|
||
<thead>
|
||
<tr>
|
||
<th class="p-4">股票名称</th>
|
||
<th class="p-4">核心逻辑</th>
|
||
<th class="p-4">地域/标签</th>
|
||
<th class="p-4">股票代码</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>千方科技</td><td>智慧交通管理应用级解决方案市占率国内第一,17.1%</td><td>全国</td><td><a href="https://valuefrontier.cn/company?scode=002373" target="_blank" class="link link-hover text-cyan-400">002373</a></td></tr>
|
||
<tr><td>ST银江</td><td>智慧交通管理应用级解决方案市占率国内第二,14%</td><td>全国</td><td><a href="https://valuefrontier.cn/company?scode=300020" target="_blank" class="link link-hover text-cyan-400">300020</a></td></tr>
|
||
<tr><td>深城交</td><td>实控人深圳国资委,发布深圳市车路云新一代智慧交通系统</td><td>广东</td><td><a href="https://valuefrontier.cn/company?scode=301091" target="_blank" class="link link-hover text-cyan-400">301091</a></td></tr>
|
||
<tr><td>信息发展</td><td>交通运输部旗下唯一实控上市公司</td><td>全国</td><td><a href="https://valuefrontier.cn/company?scode=300469" target="_blank" class="link link-hover text-cyan-400">300469</a></td></tr>
|
||
<tr><td>四维图新</td><td>2024.8.7子公司联合中标2.5亿元北京市高级别自动驾驶示范区相关项目</td><td>北京</td><td><a href="https://valuefrontier.cn/company?scode=002405" target="_blank" class="link link-hover text-cyan-400">002405</a></td></tr>
|
||
<tr><td>多伦科技</td><td>承建南京江宁区1000多个路口的信号控制系统等智能交通设施</td><td>江苏</td><td><a href="https://valuefrontier.cn/company?scode=603528" target="_blank" class="link link-hover text-cyan-400">603528</a></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-12">
|
||
<h3 class="text-2xl font-bold mb-6 text-cyan-300">路侧设备 (RSU, 传感器, 智慧灯杆等)</h3>
|
||
<div class="overflow-x-auto glass-card">
|
||
<table class="table text-base">
|
||
<thead>
|
||
<tr>
|
||
<th class="p-4">股票名称</th>
|
||
<th class="p-4">核心逻辑</th>
|
||
<th class="p-4">细分领域</th>
|
||
<th class="p-4">股票代码</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>金溢科技</td><td>RSU业务占比第一,81.64%,2023营收5.12亿元</td><td>路边单元RSU</td><td><a href="https://valuefrontier.cn/company?scode=002869" target="_blank" class="link link-hover text-cyan-400">002869</a></td></tr>
|
||
<tr><td>万集科技</td><td>RSU业务占比第二,65.79%,2023营收9.09亿元</td><td>路边单元RSU / 激光雷达</td><td><a href="https://valuefrontier.cn/company?scode=300552" target="_blank" class="link link-hover text-cyan-400">300552</a></td></tr>
|
||
<tr><td>高新兴</td><td>RSU业务金额9.54亿元,2023业务营收占比53%</td><td>路边单元RSU</td><td><a href="https://valuefrontier.cn/company?scode=300098" target="_blank" class="link link-hover text-cyan-400">300098</a></td></tr>
|
||
<tr><td>洲明科技</td><td>2024年智能照明营收A股第一,4.72亿</td><td>智慧路灯</td><td><a href="https://valuefrontier.cn/company?scode=300232" target="_blank" class="link link-hover text-cyan-400">300232</a></td></tr>
|
||
<tr><td>理工光科</td><td>相关度第一,2022年光纤传感检测系统占比28.57%</td><td>光纤传感器</td><td><a href="https://valuefrontier.cn/company?scode=300557" target="_blank" class="link link-hover text-cyan-400">300557</a></td></tr>
|
||
<tr><td>华域汽车</td><td>毫米波雷达</td><td>毫米波雷达</td><td><a href="https://valuefrontier.cn/company?scode=600741" target="_blank" class="link link-hover text-cyan-400">600741</a></td></tr>
|
||
<tr><td>永新光学</td><td>激光雷达</td><td>激光雷达</td><td><a href="https://valuefrontier.cn/company?scode=603297" target="_blank" class="link link-hover text-cyan-400">603297</a></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-12">
|
||
<h3 class="text-2xl font-bold mb-6 text-cyan-300">车载设备 (OBU, 模组, 智能座舱等)</h3>
|
||
<div class="overflow-x-auto glass-card">
|
||
<table class="table text-base">
|
||
<thead>
|
||
<tr>
|
||
<th class="p-4">股票名称</th>
|
||
<th class="p-4">核心逻辑</th>
|
||
<th class="p-4">细分领域</th>
|
||
<th class="p-4">股票代码</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>万集科技</td><td>2024年OBU销量第一,691.4万只</td><td>车载单元OBU</td><td><a href="https://valuefrontier.cn/company?scode=300552" target="_blank" class="link link-hover text-cyan-400">300552</a></td></tr>
|
||
<tr><td>金溢科技</td><td>2024年OBU销量第二,599.84万只</td><td>车载单元OBU</td><td><a href="https://valuefrontier.cn/company?scode=002869" target="_blank" class="link link-hover text-cyan-400">002869</a></td></tr>
|
||
<tr><td>移远通信</td><td>2022年二季度全球蜂窝物联网模组市占率38.9%,排名第一</td><td>通信模组</td><td><a href="https://valuefrontier.cn/company?scode=603236" target="_blank" class="link link-hover text-cyan-400">603236</a></td></tr>
|
||
<tr><td>广和通</td><td>2022年二季度全球蜂窝物联网模组市占率8.7%,排名第二</td><td>通信模组</td><td><a href="https://valuefrontier.cn/company?scode=300638" target="_blank" class="link link-hover text-cyan-400">300638</a></td></tr>
|
||
<tr><td>德赛西威</td><td>2024年智能座舱营收A股第一,182.30亿</td><td>智能座舱 / 毫米波雷达</td><td><a href="https://valuefrontier.cn/company?scode=002920" target="_blank" class="link link-hover text-cyan-400">002920</a></td></tr>
|
||
<tr><td>经纬恒润</td><td>ADAS产品市占率为16.7%,位居市场第二</td><td>辅助驾驶</td><td><a href="https://valuefrontier.cn/company?scode=688326" target="_blank" class="link link-hover text-cyan-400">688326</a></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-12">
|
||
<h3 class="text-2xl font-bold mb-6 text-cyan-300">基础支撑 (地图导航, 安全, 大数据)</h3>
|
||
<div class="overflow-x-auto glass-card">
|
||
<table class="table text-base">
|
||
<thead>
|
||
<tr>
|
||
<th class="p-4">股票名称</th>
|
||
<th class="p-4">核心逻辑</th>
|
||
<th class="p-4">细分领域</th>
|
||
<th class="p-4">股票代码</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>四维图新</td><td>高精地图市占率A股第一、国内第二,23.2%</td><td>地图导航</td><td><a href="https://valuefrontier.cn/company?scode=002405" target="_blank" class="link link-hover text-cyan-400">002405</a></td></tr>
|
||
<tr><td>中海达</td><td>高精度GNSS市占率国内第一,30%</td><td>卫星导航</td><td><a href="https://valuefrontier.cn/company?scode=300177" target="_blank" class="link link-hover text-cyan-400">300177</a></td></tr>
|
||
<tr><td>数字认证</td><td>研发多款C-V2X安全认证产品,提供安全证书管理平台</td><td>安全加密</td><td><a href="https://valuefrontier.cn/company?scode=300579" target="_blank" class="link link-hover text-cyan-400">300579</a></td></tr>
|
||
<tr><td>三未信安</td><td>参与多家车企PKI基础设施建设,为车端身份认证等落地建设</td><td>安全加密</td><td><a href="https://valuefrontier.cn/company?scode=688489" target="_blank" class="link link-hover text-cyan-400">688489</a></td></tr>
|
||
<tr><td>时空科技</td><td>空间计算布局进度第一,城市空间营收0.94亿</td><td>时空大数据</td><td><a href="https://valuefrontier.cn/company?scode=605178" target="_blank" class="link link-hover text-cyan-400">605178</a></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
</section>
|
||
</main>
|
||
|
||
<footer class="text-center mt-20 text-sm text-gray-600">
|
||
<p>北京价值前沿科技有限公司 AI投研agent:“价小前投研”</p>
|
||
<p>本报告由人工智能基于公开信息合成,不构成任何投资建议,投资需谨慎。</p>
|
||
</footer>
|
||
</div>
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
// ECharts for Market Size Forecast
|
||
var marketSizeChart = echarts.init(document.getElementById('market-size-chart'));
|
||
var marketSizeOption = {
|
||
title: {
|
||
text: '车路协同市场规模预测 (亿元)',
|
||
left: 'center',
|
||
textStyle: { color: '#a8b2ff' }
|
||
},
|
||
tooltip: { trigger: 'axis', backgroundColor: 'rgba(20, 22, 57, 0.8)', borderColor: '#66d9ed' },
|
||
legend: {
|
||
data: ['市场规模'],
|
||
bottom: 10,
|
||
textStyle: { color: '#e0e0e0' }
|
||
},
|
||
grid: { left: '3%', right: '4%', bottom: '15%', containLabel: true },
|
||
xAxis: {
|
||
type: 'category',
|
||
boundaryGap: false,
|
||
data: ['2023', '2024', '2025', '2026', '2027', '2028'],
|
||
axisLine: { lineStyle: { color: 'rgba(255,255,255,0.3)' } }
|
||
},
|
||
yAxis: {
|
||
type: 'value',
|
||
axisLine: { lineStyle: { color: 'rgba(255,255,255,0.3)' } },
|
||
splitLine: { lineStyle: { color: 'rgba(255,255,255,0.1)' } }
|
||
},
|
||
series: [{
|
||
name: '市场规模',
|
||
type: 'line',
|
||
stack: '总量',
|
||
smooth: true,
|
||
data: [709, 880, 1075, 1290, 1485, 1685],
|
||
areaStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{
|
||
offset: 0,
|
||
color: 'rgba(102, 217, 237, 0.5)'
|
||
}, {
|
||
offset: 1,
|
||
color: 'rgba(102, 217, 237, 0)'
|
||
}])
|
||
},
|
||
lineStyle: { color: '#66d9ed' },
|
||
itemStyle: { color: '#66d9ed' }
|
||
}]
|
||
};
|
||
marketSizeChart.setOption(marketSizeOption);
|
||
|
||
// ECharts for Investment Structure
|
||
var investmentStructureChart = echarts.init(document.getElementById('investment-structure-chart'));
|
||
var investmentStructureOption = {
|
||
title: {
|
||
text: '北京百亿项目投资结构(估算)',
|
||
left: 'center',
|
||
textStyle: { color: '#a8b2ff' }
|
||
},
|
||
tooltip: { trigger: 'item', formatter: '{a} <br/>{b}: {c}%', backgroundColor: 'rgba(20, 22, 57, 0.8)', borderColor: '#a8b2ff' },
|
||
legend: {
|
||
orient: 'vertical',
|
||
left: 10,
|
||
data: ['云控平台', '硬件端', '通信网'],
|
||
textStyle: { color: '#e0e0e0' }
|
||
},
|
||
series: [{
|
||
name: '投资占比',
|
||
type: 'pie',
|
||
radius: ['50%', '70%'],
|
||
avoidLabelOverlap: false,
|
||
label: { show: false, position: 'center' },
|
||
emphasis: {
|
||
label: { show: true, fontSize: '30', fontWeight: 'bold', color: '#fff' }
|
||
},
|
||
labelLine: { show: false },
|
||
data: [
|
||
{ value: 50, name: '云控平台', itemStyle: { color: '#4f46e5' } },
|
||
{ value: 30, name: '硬件端', itemStyle: { color: '#14b8a6' } },
|
||
{ value: 20, name: '通信网', itemStyle: { color: '#ec4899' } }
|
||
]
|
||
}]
|
||
};
|
||
investmentStructureChart.setOption(investmentStructureOption);
|
||
|
||
window.addEventListener('resize', function () {
|
||
marketSizeChart.resize();
|
||
investmentStructureChart.resize();
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |