797 lines
47 KiB
HTML
797 lines
47 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>苹果机器人概念分析报告</title>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
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<!-- Tailwind CSS -->
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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<style>
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font-family: 'Inter', sans-serif;
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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position: relative;
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.table-container {
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.table-container {
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</style>
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</head>
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<body class="bg-gray-50">
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<div id="vanta-bg"></div>
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<div class="content-wrapper min-h-screen py-8 px-4 sm:px-6 lg:px-8">
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<div class="max-w-7xl mx-auto">
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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 font-bold text-gray-900 mb-4">苹果机器人概念分析报告</h1>
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<p class="text-xl text-gray-600 max-w-3xl mx-auto">深度解析苹果机器人产业链、技术路径与投资机会</p>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-900 mb-6 flex items-center">
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<i class="fas fa-history text-indigo-600 mr-3"></i>概念事件时间轴
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</h2>
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<div class="relative pl-8">
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<div class="timeline-item relative pb-8">
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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-indigo-50 rounded-lg p-4">
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<div class="flex justify-between items-start mb-2">
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<h3 class="font-semibold text-indigo-700">2024-08-15</h3>
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<span class="bg-indigo-100 text-indigo-800 text-xs px-2 py-1 rounded">爆料</span>
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</div>
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<p class="text-gray-700">开源机械团队首次爆料苹果拟进军家用机器人，计划推出移动陪伴机器人和桌面机器人，预计2025年上市，售价7000元RMB。</p>
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</div>
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</div>
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<div class="timeline-item relative pb-8">
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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-indigo-50 rounded-lg p-4">
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<div class="flex justify-between items-start mb-2">
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<h3 class="font-semibold text-indigo-700">2024-08-19</h3>
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<span class="bg-green-100 text-green-800 text-xs px-2 py-1 rounded">供应链确认</span>
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</div>
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<p class="text-gray-700">供应链确认富士康旗下鸿准将负责苹果桌面机器人机构件量产，标志项目进入工程验证阶段。</p>
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</div>
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</div>
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<div class="timeline-item relative pb-8">
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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-yellow-50 rounded-lg p-4">
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<div class="flex justify-between items-start mb-2">
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<h3 class="font-semibold text-yellow-700">2025-02-13</h3>
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<span class="bg-yellow-100 text-yellow-800 text-xs px-2 py-1 rounded">分析师质疑</span>
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</div>
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<p class="text-gray-700">郭明錤泼冷水，称苹果机器人仍处于早期POC阶段，量产或推迟至2028年，并指出苹果反常公开研究可能是为招募人才。</p>
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</div>
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</div>
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<div class="timeline-item relative pb-8">
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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-blue-50 rounded-lg p-4">
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<div class="flex justify-between items-start mb-2">
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<h3 class="font-semibold text-blue-700">2025-06-10</h3>
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<span class="bg-blue-100 text-blue-800 text-xs px-2 py-1 rounded">技术展示</span>
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</div>
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<p class="text-gray-700">WWDC25展示非人形机器人台灯（可跳舞、情感交互），验证苹果在人机交互AI上的技术储备。</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-purple-50 rounded-lg p-4">
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<div class="flex justify-between items-start mb-2">
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<h3 class="font-semibold text-purple-700">2025-07-25</h3>
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<span class="bg-purple-100 text-purple-800 text-xs px-2 py-1 rounded">市场催化</span>
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</div>
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<p class="text-gray-700">特斯拉Optimus量产时间表更新（2026年100万台），催化机器人板块情绪，间接带动苹果概念关联标的（如田中精机、兆威机电）异动。</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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<!-- 核心观点摘要 -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-900 mb-6 flex items-center">
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<i class="fas fa-lightbulb text-yellow-500 mr-3"></i>核心观点摘要
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-gradient-to-br from-indigo-50 to-purple-50 rounded-lg p-5 border border-indigo-100">
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<h3 class="font-semibold text-indigo-700 mb-3">阶段判断</h3>
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<p class="text-gray-700">苹果机器人概念处于"主题炒作→基本面验证"过渡期，2025年为量产预期博弈年，但技术落地时间存在2025 vs 2028的分歧。</p>
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</div>
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<div class="bg-gradient-to-br from-blue-50 to-cyan-50 rounded-lg p-5 border border-blue-100">
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<h3 class="font-semibold text-blue-700 mb-3">核心驱动力</h3>
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<p class="text-gray-700">苹果生态的AI能力外溢（Apple Intelligence+Vision Pro交互技术）+ 供应链精密制造优势（富士康、立讯等）。</p>
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</div>
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<div class="bg-gradient-to-br from-green-50 to-emerald-50 rounded-lg p-5 border border-green-100">
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<h3 class="font-semibold text-green-700 mb-3">未来潜力</h3>
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<p class="text-gray-700">若2025年桌面机器人如期发布，将打开千亿级智能家居入口市场；若推迟，则退化为长期技术储备。</p>
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</div>
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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="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-900 mb-6 flex items-center">
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<i class="fas fa-brain text-pink-500 mr-3"></i>核心逻辑与市场认知分析
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</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold text-gray-800 mb-4">核心驱动力</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-gray-50 rounded-lg p-4">
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<div class="flex items-center mb-2">
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<div class="w-10 h-10 rounded-full bg-indigo-100 flex items-center justify-center mr-3">
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<i class="fas fa-microchip text-indigo-600"></i>
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</div>
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<h4 class="font-medium text-gray-800">技术端</h4>
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</div>
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<p class="text-gray-600 text-sm">苹果将Vision Pro的空间计算能力迁移至机器人，结合端侧AI模型（30亿参数本地运行），实现低延迟人机交互。</p>
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</div>
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<div class="bg-gray-50 rounded-lg p-4">
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<div class="flex items-center mb-2">
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<div class="w-10 h-10 rounded-full bg-blue-100 flex items-center justify-center mr-3">
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<i class="fas fa-chart-line text-blue-600"></i>
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</div>
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<h4 class="font-medium text-gray-800">需求端</h4>
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</div>
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<p class="text-gray-600 text-sm">填补Vision Pro销量不及预期（2024年仅50万台）后的新增长曲线，瞄准7000元价格带的智能家居空白市场。</p>
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</div>
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<div class="bg-gray-50 rounded-lg p-4">
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<div class="flex items-center mb-2">
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<div class="w-10 h-10 rounded-full bg-green-100 flex items-center justify-center mr-3">
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<i class="fas fa-industry text-green-600"></i>
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</div>
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<h4 class="font-medium text-gray-800">供应链</h4>
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</div>
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<p class="text-gray-600 text-sm">苹果精密制造外溢（如田中精机的无框力矩电机设备已通过测试），复用iPhone/耳机产线降本。</p>
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</div>
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</div>
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</div>
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<div class="mb-8">
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<h3 class="text-xl font-semibold text-gray-800 mb-4">市场热度与情绪</h3>
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<div class="bg-yellow-50 rounded-lg p-4 border border-yellow-200">
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<div class="flex items-start">
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<i class="fas fa-fire text-yellow-500 mt-1 mr-3"></i>
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<div>
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<p class="text-gray-700 mb-2"><strong>新闻热度</strong>：2024年8月爆料后，田中精机3日涨幅超40%，但2025年2月郭明錤言论导致板块回调15%。</p>
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<p class="text-gray-700"><strong>研报分歧</strong>：开源机械团队坚持2025年上市，郭明錤认为2028年更现实，反映市场对量产时间的认知撕裂。</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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<h3 class="text-xl font-semibold text-gray-800 mb-4">预期差分析</h3>
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<div class="bg-purple-50 rounded-lg p-4 border border-purple-200">
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<div class="flex items-start">
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<i class="fas fa-exclamation-circle text-purple-500 mt-1 mr-3"></i>
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<div>
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<p class="text-gray-700 mb-2"><strong>被忽略的关键点</strong>：</p>
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<ul class="list-disc list-inside text-gray-700 space-y-1">
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<li>桌面机器人或先于移动机器人落地（鸿准机构件订单已确认），而市场聚焦移动形态。</li>
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<li>苹果AI的"隐私护城河"：端侧模型+私有云架构（ACDC芯片）可能解决家庭场景的隐私焦虑，形成差异化优势。</li>
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</ul>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-900 mb-6 flex items-center">
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<i class="fas fa-rocket text-red-500 mr-3"></i>关键催化剂与未来发展路径
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
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<div>
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<h3 class="text-xl font-semibold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-clock text-blue-500 mr-2"></i>近期催化剂（3-6个月）
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</h3>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="flex-shrink-0 w-8 h-8 rounded-full bg-blue-100 flex items-center justify-center mr-3">
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<span class="text-blue-600 font-semibold text-sm">1</span>
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</div>
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<div>
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<h4 class="font-medium text-gray-800">2025年Q3</h4>
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<p class="text-gray-600 text-sm">苹果秋季发布会或公布桌面机器人量产细节（价格、功能、上市地区）。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="flex-shrink-0 w-8 h-8 rounded-full bg-blue-100 flex items-center justify-center mr-3">
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<span class="text-blue-600 font-semibold text-sm">2</span>
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</div>
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<div>
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<h4 class="font-medium text-gray-800">2025年Q4</h4>
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<p class="text-gray-600 text-sm">Vision Pro中国发售（6月28日）后，观察交互技术复用到机器人的验证数据。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="flex-shrink-0 w-8 h-8 rounded-full bg-blue-100 flex items-center justify-center mr-3">
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<span class="text-blue-600 font-semibold text-sm">3</span>
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</div>
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<div>
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<h4 class="font-medium text-gray-800">供应链验证</h4>
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<p class="text-gray-600 text-sm">田中精机的无线充电设备订单（400台×120万=5亿元）是否延伸至机器人产线。</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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<h3 class="text-xl font-semibold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-road text-green-500 mr-2"></i>长期发展路径
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</h3>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="flex-shrink-0 w-8 h-8 rounded-full bg-green-100 flex items-center justify-center mr-3">
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<span class="text-green-600 font-semibold text-sm">1</span>
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</div>
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<div>
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<h4 class="font-medium text-gray-800">2025-2026</h4>
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<p class="text-gray-600 text-sm">桌面机器人试水，验证AI交互+精密制造闭环。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="flex-shrink-0 w-8 h-8 rounded-full bg-green-100 flex items-center justify-center mr-3">
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<span class="text-green-600 font-semibold text-sm">2</span>
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</div>
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<div>
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<h4 class="font-medium text-gray-800">2027-2028</h4>
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<p class="text-gray-600 text-sm">若数据反馈良好，推出移动机器人（需解决电池续航、导航成本问题）。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="flex-shrink-0 w-8 h-8 rounded-full bg-green-100 flex items-center justify-center mr-3">
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<span class="text-green-600 font-semibold text-sm">3</span>
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</div>
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<div>
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<h4 class="font-medium text-gray-800">2029+</h4>
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<p class="text-gray-600 text-sm">整合Apple Intelligence生态，成为智能家居中枢（类似"机器人版HomePod"）。</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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</div>
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<!-- 产业链与核心公司深度剖析 -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-900 mb-6 flex items-center">
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<i class="fas fa-sitemap text-teal-500 mr-3"></i>产业链与核心公司深度剖析
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</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold text-gray-800 mb-4">产业链图谱</h3>
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<div class="bg-gray-50 rounded-lg p-6">
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="text-center">
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<div class="w-16 h-16 rounded-full bg-indigo-100 flex items-center justify-center mx-auto mb-3">
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<i class="fas fa-cogs text-indigo-600 text-2xl"></i>
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</div>
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<h4 class="font-semibold text-gray-800 mb-2">上游</h4>
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<p class="text-gray-600 text-sm">无框力矩电机（田中精机）、精密传动（兆威机电）、传感器（柯力传感）</p>
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</div>
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||
<div class="text-center">
|
||
<div class="w-16 h-16 rounded-full bg-blue-100 flex items-center justify-center mx-auto mb-3">
|
||
<i class="fas fa-industry text-blue-600 text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-semibold text-gray-800 mb-2">中游</h4>
|
||
<p class="text-gray-600 text-sm">代工组装（富士康）、系统集成（立讯精密）</p>
|
||
</div>
|
||
|
||
<div class="text-center">
|
||
<div class="w-16 h-16 rounded-full bg-green-100 flex items-center justify-center mx-auto mb-3">
|
||
<i class="fas fa-store text-green-600 text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-semibold text-gray-800 mb-2">下游</h4>
|
||
<p class="text-gray-600 text-sm">苹果渠道销售（Apple Store+HomeKit生态）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">角色</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">验证数据</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">田中精机</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">电机设备独供</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">苹果订单5亿元（2025年交付）</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">过度依赖苹果，毛利率承压</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">兆威机电</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">精密传动</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">Vision Pro供应商，技术迁移机器人</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">特斯拉机器人送样进度延迟</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">鸿准</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">机构件量产</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">富士康确认承接苹果机器人订单</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">产能爬坡不及预期</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="bg-white rounded-xl card-shadow p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-900 mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-orange-500 mr-3"></i>潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-red-50 rounded-lg p-5 border border-red-200">
|
||
<h3 class="font-semibold text-red-700 mb-3 flex items-center">
|
||
<i class="fas fa-microchip mr-2"></i>技术风险
|
||
</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-battery-half text-red-500 mt-1 mr-2"></i>
|
||
<p class="text-gray-700 text-sm"><strong>电池瓶颈</strong>：钢壳电芯（德赛电池）能否支撑移动机器人全天续航？</p>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-robot text-red-500 mt-1 mr-2"></i>
|
||
<p class="text-gray-700 text-sm"><strong>AI幻觉</strong>：家庭场景复杂，GPT-4o的操作路径误判可能导致安全事故（如误触家电）。</p>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-yellow-50 rounded-lg p-5 border border-yellow-200">
|
||
<h3 class="font-semibold text-yellow-700 mb-3 flex items-center">
|
||
<i class="fas fa-dollar-sign mr-2"></i>商业化风险
|
||
</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-tag text-yellow-500 mt-1 mr-2"></i>
|
||
<p class="text-gray-700 text-sm"><strong>价格敏感</strong>：7000元定价需对标扫地机器人（科沃斯X2约4000元），溢价合理性待验证。</p>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-blue-50 rounded-lg p-5 border border-blue-200">
|
||
<h3 class="font-semibold text-blue-700 mb-3 flex items-center">
|
||
<i class="fas fa-balance-scale mr-2"></i>政策风险
|
||
</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-gavel text-blue-500 mt-1 mr-2"></i>
|
||
<p class="text-gray-700 text-sm"><strong>欧盟电池法规</strong>：2027年50%回收率要求可能推高钢壳电芯成本30%。</p>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-purple-50 rounded-lg p-5 border border-purple-200">
|
||
<h3 class="font-semibold text-purple-700 mb-3 flex items-center">
|
||
<i class="fas fa-info-circle mr-2"></i>信息矛盾
|
||
</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-calendar-alt text-purple-500 mt-1 mr-2"></i>
|
||
<p class="text-gray-700 text-sm"><strong>时间差</strong>：开源机械（2025上市） vs 郭明錤（2028量产），时间差达3年，需跟踪苹果官方口径。</p>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="bg-gradient-to-r from-indigo-600 to-purple-600 rounded-xl card-shadow p-6 mb-8 text-white">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-chart-line text-yellow-300 mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3">阶段判断</h3>
|
||
<p class="text-indigo-100">当前处于"量产前夜"，2025年Q3是验证桌面机器人能否落地的生死节点。</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3">投资方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-indigo-700 bg-opacity-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-yellow-300 mb-2">确定性最高</h4>
|
||
<p class="text-indigo-100">田中精机（苹果电机设备独供，订单已锁定）</p>
|
||
</div>
|
||
<div class="bg-indigo-700 bg-opacity-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-yellow-300 mb-2">弹性最大</h4>
|
||
<p class="text-indigo-100">兆威机电（灵巧手技术迁移，特斯拉+苹果双客户）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3">跟踪指标</h3>
|
||
<div class="space-y-2">
|
||
<div class="flex items-start">
|
||
<span class="bg-yellow-400 text-indigo-900 rounded-full w-6 h-6 flex items-center justify-center text-sm font-bold mr-3 flex-shrink-0">1</span>
|
||
<p class="text-indigo-100">2025年Q2：苹果供应链的钢壳电芯出货量（德赛电池/珠海冠宇）</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<span class="bg-yellow-400 text-indigo-900 rounded-full w-6 h-6 flex items-center justify-center text-sm font-bold mr-3 flex-shrink-0">2</span>
|
||
<p class="text-indigo-100">2025年Q3：WWDC25是否发布机器人交互SDK（开发者生态信号）</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<span class="bg-yellow-400 text-indigo-900 rounded-full w-6 h-6 flex items-center justify-center text-sm font-bold mr-3 flex-shrink-0">3</span>
|
||
<p class="text-indigo-100">2025年Q4：桌面机器人首月销量（若低于10万台，则主题证伪）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 p-4 bg-yellow-400 bg-opacity-20 rounded-lg border border-yellow-400 border-opacity-30">
|
||
<p class="text-center font-semibold text-lg">苹果机器人是"AI能力+精密制造"的终极试验场，2025年桌面机器人能否复刻AirPods的成功，将决定这个概念是昙花一现还是下一个十年的核心赛道。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据表格 -->
|
||
<div class="bg-white rounded-xl card-shadow p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-900 mb-6 flex items-center">
|
||
<i class="fas fa-table text-green-500 mr-3"></i>关联股票数据
|
||
</h2>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票名称</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">分类</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">行业</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产业链</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">项目</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">客户</th>
|
||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<!-- 苹果机器人(240407) -->
|
||
<tr class="bg-gray-50">
|
||
<td colspan="7" class="px-6 py-3 text-sm font-semibold text-gray-900">苹果机器人(240407)</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">英洛华</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">苹果概念+机器人概念</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">机器人、消费电子</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">苹果供应链</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">公司及关联方涉及智能精密传动结构产品，应用于智能家居、汽车等领域，为扫地机器人知名客户供应产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">蓝思科技</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">苹果概念+机器人概念</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">智能装备、消费电子</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">苹果供应链</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">子公司自主研发各类智能机器人和智能装备设备，应用于智能家居家电等领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">奥拓电子</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">苹果概念+机器人概念</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">智能服务机器人</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">苹果供应链</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">研发的智能服务机器人融合语音语义识别技术，实现人机交互</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">佳禾智能</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">苹果家用机器人</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">智能家居</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">水下智能清洁机器人</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">通过苹果合格供应商认证，其水下智能清洁机器人属于家用机器人产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">精研科技</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">苹果家用机器人</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">智能家居、汽车</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">精密传动结构产品</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">精密传动结构产品已切入智能家居、汽车领域，为扫地机器人知名客户供应产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">蓝思科技</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">苹果家用机器人</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">智能装备</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">智能机器人研发</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">子公司自主研发智能机器人和智能装备设备，应用于各类产品生产线</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">奥拓电子</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">苹果家用机器人</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">人工智能</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">智能服务机器人</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">智能服务机器人融合语音语义识别技术，实现人机交互</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">领益智造</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">苹果家用机器人</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">高端制造</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">人形机器人</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">人形机器人属于公司产品应用下游，推出的高性能RV减速器适用于关节型机器人</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">天准科技</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">苹果家用机器人</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">机器视觉</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">视觉算法</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">视觉算法可用于各种机器人应用的识别、引导等场景</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">英洛华</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">苹果家用机器人</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">机器人核心部件</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">空心杯电机</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">正在进行多种型号的空心杯电机研发测试，相关产品可应用于机器人</td>
|
||
</tr>
|
||
|
||
<!-- 苹果机器人(240408) -->
|
||
<tr class="bg-gray-50">
|
||
<td colspan="7" class="px-6 py-3 text-sm font-semibold text-gray-900">苹果机器人(240408)</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">英洛华</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">工业机器人</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">行星减速器量产</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">公司具备行星减速器的量产能力，目前有小批量应用于工业机器人领域。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">蓝思科技</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">苹果产业链</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">苹果</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">公司是苹果产业链上的供应商，且规模巨大。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">奥拓电子</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">XR虚拟拍摄解决方案</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">苹果、腾讯、微软、奈飞、亚马逊等</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">公司为苹果、腾讯、微软、奈飞、亚马逊等众多世界500强企业提供XR虚拟拍摄解决方案。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">畅联股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">自动化、智能化项目</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">苹果</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">公司核心客户为苹果，大力投入自动化、智能化项目。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">博杰股份</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">苹果机器人业务</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">苹果、世界500强</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">公司参与苹果机器人业务，主要客户包括苹果等世界500强企业。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">天准科技</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">消费电子、汽车制造、光伏半导体、仓储物流</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">苹果</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">公司客户覆盖消费电子、汽车制造等领域，包括苹果等国际知名企业。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">卓兆点胶</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">成为苹果合格供应商</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">苹果</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">2017年6月成为苹果合格供应商，并获得供应商代码。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">精研科技</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">进入苹果供应链</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">苹果</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">2020年进入苹果供应链，官网公布2021年度供应商责任进展报告中名列其中。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">凌云光</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">苹果、华为、小米产业链</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">苹果、华为、小米</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">长期服务于苹果、华为、小米的产业链。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">智立方</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">与苹果合作扩大</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">苹果</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">与苹果合作深度及广度扩大，订单收入规模维持高水平。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">佳禾智能</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">苹果合格供应商认证</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">苹果</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">通过苹果合格供应商体系认证，与苹果保持业务合作。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">科森科技</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">消费电子</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">苹果</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">在消费电子领域发展苹果等国内外知名客户。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">宇环数控</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">苹果</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">2020年度前5大客户之一为苹果。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">智信精密</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">与苹果长期合作</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">苹果</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">自2012年以来与苹果合作，产品覆盖手机、平板等产品线。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">博众精工</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">直接与苹果订单</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">苹果</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">直接与苹果签订订单，部分产品通过EMS厂商合作。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">佰奥智能</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">苹果</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">主要客户包括苹果。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Scripts -->
|
||
<script src="https://cdnjs.cloudflare.com/ajax/libs/three.js/r134/three.min.js"></script>
|
||
<script src="https://cdnjs.cloudflare.com/ajax/libs/vanta/0.5.24/vanta.waves.min.js"></script>
|
||
<script>
|
||
// Initialize Vanta.js background
|
||
VANTA.WAVES({
|
||
el: "#vanta-bg",
|
||
mouseControls: true,
|
||
touchControls: true,
|
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gyroControls: false,
|
||
minHeight: 200.00,
|
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minWidth: 200.00,
|
||
scale: 1.00,
|
||
scaleMobile: 1.00,
|
||
color: 0x667eea,
|
||
shininess: 30.00,
|
||
waveHeight: 15.00,
|
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waveSpeed: 0.75,
|
||
zoom: 0.85
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |