354 lines
33 KiB
HTML
354 lines
33 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>深度研报：荣耀华为人形机器人</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=Lexend:wght@300;400;500;600;700&display=swap');
|
||
|
||
body {
|
||
font-family: 'Lexend', sans-serif;
|
||
background-color: #0a0a0f;
|
||
background-image:
|
||
radial-gradient(circle at 10% 10%, rgba(100, 116, 139, 0.1) 0%, transparent 30%),
|
||
radial-gradient(circle at 80% 90%, rgba(79, 70, 229, 0.1) 0%, transparent 40%),
|
||
radial-gradient(circle at 50% 50%, rgba(219, 39, 119, 0.05) 0%, transparent 25%);
|
||
color: #e2e8f0;
|
||
}
|
||
|
||
.glass-card {
|
||
background: rgba(23, 23, 33, 0.4);
|
||
backdrop-filter: blur(24px);
|
||
-webkit-backdrop-filter: blur(24px);
|
||
border: 1px solid rgba(255, 255, 255, 0.1);
|
||
transition: all 0.3s ease;
|
||
}
|
||
|
||
.glass-card:hover {
|
||
transform: translateY(-4px) scale(1.01);
|
||
box-shadow: 0 0 30px rgba(79, 70, 229, 0.3), 0 0 50px rgba(219, 39, 119, 0.2);
|
||
border-color: rgba(255, 255, 255, 0.2);
|
||
}
|
||
|
||
.bento-grid {
|
||
display: grid;
|
||
gap: 1rem;
|
||
}
|
||
|
||
.glow-text {
|
||
text-shadow: 0 0 8px rgba(167, 139, 250, 0.6);
|
||
}
|
||
|
||
.gradient-border::before {
|
||
content: '';
|
||
position: absolute;
|
||
top: 0;
|
||
left: 0;
|
||
right: 0;
|
||
bottom: 0;
|
||
border-radius: inherit;
|
||
padding: 1px;
|
||
background: linear-gradient(145deg, rgba(255, 255, 255, 0.2), rgba(255, 255, 255, 0.05));
|
||
-webkit-mask:
|
||
linear-gradient(#fff 0 0) content-box,
|
||
linear-gradient(#fff 0 0);
|
||
-webkit-mask-composite: xor;
|
||
mask-composite: exclude;
|
||
pointer-events: none;
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="min-h-screen p-4 sm:p-8">
|
||
<div class="max-w-7xl mx-auto space-y-8">
|
||
|
||
<!-- Header Section -->
|
||
<header class="text-center p-8 space-y-4">
|
||
<h1 class="text-4xl sm:text-6xl font-bold bg-clip-text text-transparent bg-gradient-to-br from-white via-slate-300 to-indigo-400 glow-text">
|
||
概念深度研报：荣耀华为人形机器人
|
||
</h1>
|
||
<p class="text-slate-400">北京价值前沿科技有限公司 AI投研agent：“价小前投研” 呈现</p>
|
||
<p class="text-xs text-slate-500">本报告为AI合成数据，信息整合自公开市场资料，不构成投资建议，投资需谨慎。</p>
|
||
</header>
|
||
|
||
<!-- Bento Grid Layout -->
|
||
<main class="bento-grid grid-cols-12 auto-rows-[24rem] sm:auto-rows-[18rem]">
|
||
|
||
<!-- Core Viewpoint -->
|
||
<div class="col-span-12 sm:col-span-7 glass-card rounded-3xl p-6 flex flex-col justify-center relative gradient-border">
|
||
<h2 class="text-2xl font-semibold text-violet-300 mb-4">核心观点摘要</h2>
|
||
<p class="text-slate-300 leading-relaxed">
|
||
该概念的核心是 <strong class="text-white">华为以“平台+生态”模式主导的产业革命</strong>，而非单一产品竞争。华为正复制其在智能汽车领域的“赛力斯模式”，通过提供 <strong class="text-cyan-300">盘古大模型（大脑）、鸿蒙OS（神经系统）及昇腾AI算力（心脏）</strong>，赋能产业链硬件伙伴，旨在定义下一代智能终端的行业标准。荣耀的入局则为这一宏大叙事增添了面向消费级市场的强劲变量，但目前两者战略与成熟度差异显著。概念整体处于由 <strong class="text-rose-400">产业主题向基本面验证过渡的早期阶段</strong>。
|
||
</p>
|
||
</div>
|
||
|
||
<!-- Concept Genesis -->
|
||
<div class="col-span-12 sm:col-span-5 glass-card rounded-3xl p-6 overflow-y-auto">
|
||
<h2 class="text-2xl font-semibold text-violet-300 mb-4">概念催生事件</h2>
|
||
<ul class="space-y-3 text-sm">
|
||
<li><strong class="text-cyan-400">2023.06:</strong> 华为成立东莞极目机器有限公司，被市场视为机器人资源整合平台。</li>
|
||
<li><strong class="text-cyan-400">2024.11.15:</strong> 华为（深圳）全球具身智能产业创新中心正式运营，与16家企业签约，标志着从研发转向产业生态构建。</li>
|
||
<li><strong class="text-rose-400">2025.05.28:</strong> 荣耀CEO李健意外官宣进军机器人业务，展示了跑步速度达4m/s的原型，引爆市场。</li>
|
||
<li><strong class="text-rose-400">2025.11.08:</strong> 荣耀宣布次年将推出集成AI手机与具身智能的“Robot Phone”，给出清晰产品路径。</li>
|
||
<li class="pt-2"><strong class="text-slate-200">持续发酵:</strong> 华为通过投资、合作、供应商认证不断扩大其产业链影响力，相关公司公告持续为概念注入热度。</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<!-- Core Logic -->
|
||
<div class="col-span-12 sm:col-span-8 glass-card rounded-3xl p-6 relative gradient-border auto-rows-min sm:row-span-2">
|
||
<h2 class="text-2xl font-semibold text-violet-300 mb-4">核心逻辑与市场认知</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4 h-full">
|
||
<div class="space-y-4">
|
||
<h3 class="font-semibold text-lg text-cyan-300">核心驱动力</h3>
|
||
<ul class="list-disc list-inside space-y-2 text-slate-300 text-sm">
|
||
<li><strong>技术全栈赋能:</strong> 华为提供从芯片(昇腾)到OS(鸿蒙)再到大模型(盘古)的全栈解决方案，降低伙伴研发门槛。</li>
|
||
<li><strong>“华为模式”可复制性:</strong> 市场对“赛力斯模式”记忆犹新，相信华为能将产品定义、渠道、品牌和智能化能力成功迁移。</li>
|
||
<li><strong>政策与产业共振:</strong> 国家及地方（深圳、重庆）的百亿级基金和政策支持，为产业发展提供宏观保障。</li>
|
||
<li><strong>荣耀的“奇兵”效应:</strong> 荣耀以“Robot Phone”概念切入，为C端商业化落地带来全新想象空间。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="space-y-4">
|
||
<h3 class="font-semibold text-lg text-rose-400">预期差分析</h3>
|
||
<ul class="list-disc list-inside space-y-2 text-slate-300 text-sm">
|
||
<li><strong>华为 (生态 vs. 制造):</strong> 市场普遍认为华为将造机器人，但其重心是成为<strong class="text-white">平台和标准制定者</strong>，采用“技术授权+生态服务”模式。</li>
|
||
<li><strong>荣耀 (占位 vs. 全面):</strong> 市场可能高估其短期进展。荣耀尚处战略占位早期，其深度和广度与华为的全产业链布局存在显著差异。</li>
|
||
<li><strong>产业链 (核心 vs. 泛概念):</strong> 市场倾向于“一荣俱荣”，但需区分创新中心签约的<strong class="text-white">“核心圈”</strong>与仅送样或接洽的“泛概念”公司，受益程度差异巨大。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Key Catalysts -->
|
||
<div class="col-span-12 sm:col-span-4 glass-card rounded-3xl p-6">
|
||
<h2 class="text-2xl font-semibold text-violet-300 mb-4">近期关键催化剂</h2>
|
||
<ul class="space-y-3 text-sm">
|
||
<li><strong class="text-slate-200">华为关键大会:</strong> 关注开发者大会等发布盘古大模型更新或标杆应用。</li>
|
||
<li><strong class="text-slate-200">“赛力斯模式”官宣:</strong> 华为与核心整机伙伴的深度绑定官宣将引爆产业链。</li>
|
||
<li><strong class="text-slate-200">荣耀原型发布:</strong> “Robot Phone”原型机或技术参数的公布将是验证其战略虚实的关键。</li>
|
||
<li><strong class="text-slate-200">核心零部件量产订单:</strong> 兆威机电、禾川科技等核心伙伴的规模化订单公告。</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<!-- Future Path -->
|
||
<div class="col-span-12 sm:col-span-4 glass-card rounded-3xl p-6 flex flex-col">
|
||
<h2 class="text-2xl font-semibold text-violet-300 mb-4">未来发展路径</h2>
|
||
<div id="timeline-chart" class="flex-grow min-h-[200px]"></div>
|
||
</div>
|
||
|
||
<!-- Industry Chain -->
|
||
<div class="col-span-12 glass-card rounded-3xl p-6 relative gradient-border sm:row-span-2">
|
||
<h2 class="text-2xl font-semibold text-violet-300 mb-4">产业链图谱与核心公司剖析</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6 h-full">
|
||
<!-- Upstream -->
|
||
<div class="space-y-3 p-4 bg-black/20 rounded-xl">
|
||
<h3 class="text-lg font-bold text-center text-cyan-300">上游：核心零部件</h3>
|
||
<p class="text-xs text-center text-slate-400">技术壁垒高，最先受益</p>
|
||
<ul class="space-y-2 text-sm">
|
||
<li><strong>执行器:</strong> <span class="badge badge-primary badge-outline">科力尔</span>(伺服电机), <span class="badge badge-primary badge-outline">兆威机电</span>(灵巧手)</li>
|
||
<li><strong>传感器:</strong> <span class="badge badge-accent badge-outline">柯力传感</span>(六维力)</li>
|
||
<li><strong>控制系统:</strong> <span class="badge badge-secondary badge-outline">禾川科技</span>(伺服驱动器), <span class="badge badge-secondary badge-outline">拓斯达</span>(控制器)</li>
|
||
</ul>
|
||
</div>
|
||
<!-- Midstream -->
|
||
<div class="space-y-3 p-4 bg-black/20 rounded-xl">
|
||
<h3 class="text-lg font-bold text-center text-green-300">中游：本体制造 & 集成</h3>
|
||
<p class="text-xs text-center text-slate-400">生态核心，模式验证</p>
|
||
<ul class="space-y-2 text-sm">
|
||
<li><strong>核心整机伙伴:</strong> <span class="badge badge-success badge-outline">乐聚机器人</span>, <span class="badge badge-success badge-outline">大族机器人</span>, <span class="badge badge-success badge-outline">埃夫特</span></li>
|
||
<li><strong>潜在整机代工:</strong> <span class="badge badge-warning badge-outline">赛力斯</span> (想象空间最大)</li>
|
||
<li><strong>特殊变量:</strong> <span class="badge badge-info badge-outline">荣耀</span> (C端品牌方)</li>
|
||
</ul>
|
||
</div>
|
||
<!-- Downstream -->
|
||
<div class="space-y-3 p-4 bg-black/20 rounded-xl">
|
||
<h3 class="text-lg font-bold text-center text-rose-300">下游：软件平台 & 应用</h3>
|
||
<p class="text-xs text-center text-slate-400">生态大脑，价值核心</p>
|
||
<ul class="space-y-2 text-sm">
|
||
<li><strong>核心平台:</strong> <strong class="text-white">华为</strong> (盘古大模型, 鸿蒙OS, 昇腾AI)</li>
|
||
<li><strong>应用开发:</strong> <span class="badge badge-error badge-outline">中软国际</span> 等软件服务商</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="mt-6">
|
||
<h3 class="font-semibold text-lg text-slate-200">核心玩家梯队</h3>
|
||
<div class="text-xs mt-2 space-y-1 text-slate-400">
|
||
<p><strong class="text-violet-300">领导者 (确定性高):</strong> 乐聚机器人、兆威机电、拓斯达</p>
|
||
<p><strong class="text-cyan-300">潜力者 (弹性较大):</strong> 禾川科技、科力尔、赛力斯</p>
|
||
<p><strong class="text-rose-400">特殊变量 (C端破局):</strong> 荣耀</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Risks -->
|
||
<div class="col-span-12 sm:col-span-6 glass-card rounded-3xl p-6">
|
||
<h2 class="text-2xl font-semibold text-rose-400 mb-4">潜在风险与挑战</h2>
|
||
<ul class="list-disc list-inside space-y-2 text-slate-300 text-sm">
|
||
<li><strong>技术风险:</strong> 具身智能实现难度高，核心零部件成本与性能瓶颈待突破。</li>
|
||
<li><strong>商业化风险:</strong> 缺乏“杀手级应用”，高昂的BOM成本导致投资回报率（ROI）不具备竞争力。</li>
|
||
<li><strong>竞争风险:</strong> 外部技术限制，及国内小米、特斯拉等巨头入局，可能导致行业内卷加剧。</li>
|
||
<li><strong>信息交叉验证风险:</strong> 华为量产时间表存在矛盾 (传闻vs官方)，荣耀与华为的战略关系模糊，是当前最大认知模糊区。</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<!-- Conclusion -->
|
||
<div class="col-span-12 sm:col-span-6 glass-card rounded-3xl p-6 flex flex-col justify-center relative gradient-border">
|
||
<h2 class="text-2xl font-semibold text-violet-300 mb-4">综合结论与投资启示</h2>
|
||
<p class="text-sm text-slate-300 mb-4">该概念正处于从 <strong class="text-white">主题炒作向基本面驱动转化的关键孕育期</strong>。华为的生态布局基本面逻辑坚实，但距离业绩兑现尚有距离。现阶段投资更侧重于对产业链 <strong class="text-cyan-300">关键卡位、技术突破和订单落地</strong> 的博弈。</p>
|
||
<h3 class="font-semibold text-slate-200 mb-2">最具投资价值环节:</h3>
|
||
<ol class="list-decimal list-inside text-sm space-y-1 text-slate-300">
|
||
<li><strong class="text-white">核心零部件供应商:</strong> 确定性最高，率先受益。（如兆威机电、禾川科技）</li>
|
||
<li><strong class="text-white">潜在的核心整机代工方:</strong> 不确定性高但价值重估空间大。（如赛力斯）</li>
|
||
</ol>
|
||
</div>
|
||
|
||
<!-- Stock Data Table -->
|
||
<div class="col-span-12 glass-card rounded-3xl p-6 overflow-x-auto">
|
||
<h2 class="text-3xl font-bold text-violet-300 mb-6 text-center">相关产业链公司梳理</h2>
|
||
<table class="table table-sm bg-transparent">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-slate-300">股票名称</th>
|
||
<th class="text-slate-300">股票代码</th>
|
||
<th class="text-slate-300">核心逻辑 / 原因</th>
|
||
<th class="text-slate-300">标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data will be injected here by script or server -->
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50"><td>兆威机电</td><td><a href="https://valuefrontier.cn/company?scode=003021" target="_blank" class="link link-hover text-cyan-400">003021</a></td><td>此前与H签订合作备忘录(第一梯队)。发布灵巧手产品，未来有望在灵巧手算法方面与华为深化合作。</td><td><div class="badge badge-primary badge-outline text-xs">此前与H签订合作备忘录企业</div><div class="badge badge-secondary badge-outline text-xs ml-1">零部件</div></td></tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50"><td>拓斯达</td><td><a href="https://valuefrontier.cn/company?scode=300607" target="_blank" class="link link-hover text-cyan-400">300607</a></td><td>此前与H签订合作备忘录。基于华为云和欧拉操作系统，对工业机器人控制算法和平台进行升级。</td><td><div class="badge badge-primary badge-outline text-xs">此前与H签订合作备忘录企业</div><div class="badge badge-accent badge-outline text-xs ml-1">整机</div></td></tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50"><td>埃夫特</td><td><a href="https://valuefrontier.cn/company?scode=688165" target="_blank" class="link link-hover text-cyan-400">688165</a></td><td>此前与H签订合作备忘录(第二梯队)。在制造业协作机器人领域与华为建立合作关系。</td><td><div class="badge badge-primary badge-outline text-xs">此前与H签订合作备忘录企业</div><div class="badge badge-accent badge-outline text-xs ml-1">整机</div></td></tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50"><td>中坚科技</td><td><a href="https://valuefrontier.cn/company?scode=002779" target="_blank" class="link link-hover text-cyan-400">002779</a></td><td>此前与H签订合作备忘录(第二梯队)。传，2025年1月注册成立了华设机器人平台，专门对接H合作项目。</td><td><div class="badge badge-primary badge-outline text-xs">此前与H签订合作备忘录企业</div><div class="badge badge-accent badge-outline text-xs ml-1">整机</div></td></tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50"><td>禾川科技</td><td><a href="https://valuefrontier.cn/company?scode=688320" target="_blank" class="link link-hover text-cyan-400">688320</a></td><td>此前与H签订合作备忘录。作为华为机器人产业链的重要合作伙伴，提供伺服、PLC、变频等产品。</td><td><div class="badge badge-primary badge-outline text-xs">此前与H签订合作备忘录企业</div><div class="badge badge-secondary badge-outline text-xs ml-1">零部件</div></td></tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50"><td>领益智造</td><td><a href="https://valuefrontier.cn/company?scode=002600" target="_blank" class="link link-hover text-cyan-400">002600</a></td><td>曾获荣耀颁发“质量管理金牌奖”。公司全子公司深圳领鹏智能与Hanson Robotics就人形机器人的设计优化升级、量产测试等展开合作。</td><td><div class="badge badge-info badge-outline text-xs">潜在合作</div></td></tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50"><td>乐聚机器人</td><td>-</td><td>2024年3月与华为云签署战略合作协议，共同探索华为盘古大模型与人形机器人的应用场景。</td><td><div class="badge badge-accent badge-outline text-xs">整机</div></td></tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50"><td>大族机器人</td><td>-</td><td>作为制造业协作机器人本体企业与华为展开合作。</td><td><div class="badge badge-accent badge-outline text-xs">整机</div></td></tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50"><td>科力尔</td><td><a href="https://valuefrontier.cn/company?scode=002892" target="_blank" class="link link-hover text-cyan-400">002892</a></td><td>在电机等环节与华为建立合作关系。</td><td><div class="badge badge-secondary badge-outline text-xs">零部件</div></td></tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50"><td>赛力斯</td><td><a href="https://valuefrontier.cn/company?scode=601127" target="_blank" class="link link-hover text-cyan-400">601127</a></td><td>23年11月发布机器人相关招聘，涉及具身智能应用开发和运动控制等岗位。网传公司与华为在机器人领域分工合作。作为赛力斯人形机器人本体。</td><td><div class="badge badge-warning badge-outline text-xs">潜在合作/华为链</div><div class="badge badge-error badge-outline text-xs ml-1">赛力斯人形机器人</div></td></tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50"><td>亿嘉和</td><td><a href="https://valuefrontier.cn/company?scode=603666" target="_blank" class="link link-hover text-cyan-400">603666</a></td><td>据公司投资平台23年11月回复，公司紧密关注华为云机器人平台的发展，并就机器人领域技术架构进行交流和接洽。</td><td><div class="badge badge-warning badge-outline text-xs">潜在合作/华为链</div></td></tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50"><td>中鼎股份</td><td><a href="https://valuefrontier.cn/company?scode=000887" target="_blank" class="link link-hover text-cyan-400">000887</a></td><td>公告与五洲新春围绕人形机器人部件总成产品展开多维度的战略合作。公司汽车领域客户包含华为等，开拓机器人业务具备先发优势。</td><td><div class="badge badge-warning badge-outline text-xs">潜在合作/华为链</div></td></tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50"><td>祥鑫科技</td><td><a href="https://valuefrontier.cn/company?scode=002965" target="_blank" class="link link-hover text-cyan-400">002965</a></td><td>公司与广东省科学院智能制造研究所共建“人形机器人关键零部件联合技术创新中心”，包括但不限于灵巧手、轻量化机械手臂、功能/性能/可靠性测试、数字化仿真设计、机器视觉应用等。</td><td><div class="badge badge-warning badge-outline text-xs">潜在合作/华为链</div></td></tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50"><td>伟创电气</td><td><a href="https://valuefrontier.cn/company?scode=688698" target="_blank" class="link link-hover text-cyan-400">688698</a></td><td>公司生产的低压伺服、空心杯电机、特种无框力矩电机、旋转关节模组可用于人型机器人上。</td><td><div class="badge badge-warning badge-outline text-xs">潜在合作/华为链</div></td></tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50"><td>信质集团</td><td><a href="https://valuefrontier.cn/company?scode=002664" target="_blank" class="link link-hover text-cyan-400">002664</a></td><td>公司内部已经成立了人形机器人相关工作小组。</td><td><div class="badge badge-warning badge-outline text-xs">潜在合作/华为链</div></td></tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50"><td>豪能股份</td><td><a href="https://valuefrontier.cn/company?scode=603809" target="_blank" class="link link-hover text-cyan-400">603809</a></td><td>全资子公司重庆豪能正在建设精密行星减速器项目，机器人用减速器处于项目开发和交流阶段。川渝链减速器供应商。</td><td><div class="badge badge-warning badge-outline text-xs">潜在合作/华为链</div><div class="badge badge-success badge-outline text-xs ml-1">川渝链</div></td></tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50"><td>柯力传感</td><td><a href="https://valuefrontier.cn/company?scode=603662" target="_blank" class="link link-hover text-cyan-400">603662</a></td><td>开发研制扭矩传感器、多维力传感器。</td><td><div class="badge badge-warning badge-outline text-xs">潜在合作/华为链</div></td></tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50"><td>雷赛智能</td><td><a href="https://valuefrontier.cn/company?scode=002979" target="_blank" class="link link-hover text-cyan-400">002979</a></td><td>公司聚焦在人形机器人零部件及模组解决方案的研发、生产和销售，24年拟在东莞滨海湾新区投资建设华南区域总部及人形机器人核心零部件研发智造基地。</td><td><div class="badge badge-warning badge-outline text-xs">潜在合作/华为链</div></td></tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50"><td>拓普集团</td><td><a href="https://valuefrontier.cn/company?scode=601689" target="_blank" class="link link-hover text-cyan-400">601689</a></td><td>赛力斯人形机器人关节总成。</td><td><div class="badge badge-error badge-outline text-xs">赛力斯人形机器人</div></td></tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50"><td>安培龙</td><td><a href="https://valuefrontier.cn/company?scode=301413" target="_blank" class="link link-hover text-cyan-400">301413</a></td><td>赛力斯人形机器人力矩传感器。</td><td><div class="badge badge-error badge-outline text-xs">赛力斯人形机器人</div></td></tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50"><td>隆盛科技</td><td><a href="https://valuefrontier.cn/company?scode=300680" target="_blank" class="link link-hover text-cyan-400">300680</a></td><td>赛力斯人形机器人灵巧手。</td><td><div class="badge badge-error badge-outline text-xs">赛力斯人形机器人</div></td></tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50"><td>蓝黛科技</td><td><a href="https://valuefrontier.cn/company?scode=002765" target="_blank" class="link link-hover text-cyan-400">002765</a></td><td>川渝链减速器供应商。</td><td><div class="badge badge-success badge-outline text-xs">川渝链</div></td></tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50"><td>富临精工</td><td><a href="https://valuefrontier.cn/company?scode=300432" target="_blank" class="link link-hover text-cyan-400">300432</a></td><td>川渝链减速器和关节模组供应商。</td><td><div class="badge badge-success badge-outline text-xs">川渝链</div></td></tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50"><td>瑞迪智驱</td><td><a href="https://valuefrontier.cn/company?scode=301596" target="_blank" class="link link-hover text-cyan-400">301596</a></td><td>川渝链谐波减速器、离合器供应商。</td><td><div class="badge badge-success badge-outline text-xs">川渝链</div></td></tr>
|
||
<tr class="hover:bg-slate-800/50"><td>美湖股份</td><td><a href="https://valuefrontier.cn/company?scode=603319" target="_blank" class="link link-hover text-cyan-400">603319</a></td><td>投资美湖智造，涉及谐波减速器、关节模组。</td><td><div class="badge badge-success badge-outline text-xs">川渝链</div></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<!-- Rise Analysis -->
|
||
<div class="col-span-12 glass-card rounded-3xl p-6">
|
||
<h2 class="text-3xl font-bold text-violet-300 mb-6 text-center">市场异动与涨幅归因分析</h2>
|
||
<div class="space-y-4">
|
||
<div tabindex="0" class="collapse collapse-plus border border-slate-700 bg-black/20 rounded-box">
|
||
<div class="collapse-title text-xl font-medium text-slate-200">新时达 (002527) - 2025-07-14 涨停</div>
|
||
<div class="collapse-content text-slate-300 text-sm"><p>核心结论: 政策催化+订单落地+技术突破三重共振，新时达成为人形机器人关节总成稀缺标的。<br>驱动: 工信部会议+8.6亿元头部车企关节总成框架合同+上海市级重大技术装备保险补贴+海尔入主赋能。</p></div>
|
||
</div>
|
||
<div tabindex="0" class="collapse collapse-plus border border-slate-700 bg-black/20 rounded-box">
|
||
<div class="collapse-title text-xl font-medium text-slate-200">豪森智能 (688529) - 2025-07-09 涨停</div>
|
||
<div class="collapse-content text-slate-300 text-sm"><p>核心结论: 工信部“链主”名单+18.6亿元智元机器人大单+临港20%固投补贴三箭齐发，成为“官方认证”核心零部件龙头。<br>驱动: 入选工信部首批“链主”企业（减速器+控制单元双赛道）+与智元机器人签18.6亿战略供货合同+临港基地符合20%固投补贴条件。</p></div>
|
||
</div>
|
||
<div tabindex="0" class="collapse collapse-plus border border-slate-700 bg-black/20 rounded-box">
|
||
<div class="collapse-title text-xl font-medium text-slate-200">联德股份 (605060) - 2025-09-23 涨停</div>
|
||
<div class="collapse-content text-slate-300 text-sm"><p>核心结论: “入选工信部白名单+华为4.2万套意向订单+浙江省1.2亿现金补贴”三重基本面突变共振。<br>驱动: 子公司瑞德精密以“行星滚柱丝杠副”入选工信部白名单，并获华为泰山臂项目3.8亿元意向订单及浙江省1.2亿元无偿资助。</p></div>
|
||
</div>
|
||
<div tabindex="0" class="collapse collapse-plus border border-slate-700 bg-black/20 rounded-box">
|
||
<div class="collapse-title text-xl font-medium text-slate-200">均普智能 (688306) - 2025-06-30 上涨6.49%</div>
|
||
<div class="collapse-content text-slate-300 text-sm"><p>核心结论: 首获大批量人形机器人订单，标志着公司从技术研发到商业化落地的重要突破。<br>驱动: 与智元机器人合资子公司获50台人形机器人销售框架合同（约2825万元），实现从代工向整机升级。</p></div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
var chartDom = document.getElementById('timeline-chart');
|
||
var myChart = echarts.init(chartDom);
|
||
var option;
|
||
|
||
option = {
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
formatter: function (params) {
|
||
return params[0].name + '<br/>' + params[0].marker + params[0].value;
|
||
}
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '3%',
|
||
containLabel: true
|
||
},
|
||
xAxis: {
|
||
type: 'category',
|
||
data: ['当前', '2026-27', '2028-30'],
|
||
axisLine: { lineStyle: { color: '#888' } },
|
||
axisLabel: { color: '#ccc' }
|
||
},
|
||
yAxis: {
|
||
type: 'value',
|
||
axisLabel: { show: false },
|
||
splitLine: { lineStyle: { type: 'dashed', color: '#333' } }
|
||
},
|
||
series: [{
|
||
name: '发展阶段',
|
||
type: 'line',
|
||
smooth: true,
|
||
symbol: 'circle',
|
||
symbolSize: 10,
|
||
data: ['技术验证与生态构建', '场景示范与小批量应用', '成本优化与规模化商用'],
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||
{ offset: 0, color: '#8360c3' },
|
||
{ offset: 1, color: '#2ebf91' }
|
||
])
|
||
},
|
||
lineStyle: {
|
||
width: 3,
|
||
color: new echarts.graphic.LinearGradient(0, 0, 1, 0, [
|
||
{ offset: 0, color: '#8360c3' },
|
||
{ offset: 1, color: '#2ebf91' }
|
||
]),
|
||
shadowColor: 'rgba(131, 96, 195, 0.5)',
|
||
shadowBlur: 10
|
||
},
|
||
areaStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||
{ offset: 0, color: 'rgba(131, 96, 195, 0.3)' },
|
||
{ offset: 1, color: 'rgba(46, 191, 145, 0.05)' }
|
||
])
|
||
},
|
||
label: {
|
||
show: true,
|
||
position: 'top',
|
||
formatter: '{c}',
|
||
color: '#fff',
|
||
fontSize: 10,
|
||
backgroundColor: 'rgba(0,0,0,0.3)',
|
||
padding: [4, 6],
|
||
borderRadius: 4,
|
||
}
|
||
}]
|
||
};
|
||
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
});
|
||
</script>
|
||
|
||
</body>
|
||
</html> |