490 lines
32 KiB
HTML
490 lines
32 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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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=1.0">
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<title>比亚迪产业链 深度投研报告</title>
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<script src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js" defer></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Manrope:wght@300;400;500;600;700&display=swap');
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body {
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font-family: 'Manrope', 'Noto Sans SC', sans-serif;
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background: radial-gradient(ellipse at bottom, #1b2735 0%, #090a0f 100%);
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@apply text-3xl font-bold text-transparent bg-clip-text bg-gradient-to-r from-cyan-300 to-blue-500 mb-8 text-glow;
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</style>
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</head>
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<body class="text-slate-200 antialiased">
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<div class="relative min-h-screen p-4 sm:p-6 md:p-8">
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<!-- Background decorative elements -->
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<div class="absolute top-0 left-0 w-full h-full overflow-hidden z-0">
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<div class="absolute top-1/4 left-1/4 w-96 h-96 bg-cyan-500 rounded-full mix-blend-screen filter blur-3xl opacity-10 animate-pulse"></div>
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<div class="absolute bottom-1/4 right-1/4 w-96 h-96 bg-blue-700 rounded-full mix-blend-screen filter blur-3xl opacity-10 animate-pulse delay-1000"></div>
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</div>
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<main class="relative z-10 max-w-7xl mx-auto space-y-16">
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<!-- Header -->
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<header class="text-center py-8">
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<h1 class="text-4xl md:text-5xl font-extrabold text-transparent bg-clip-text bg-gradient-to-r from-cyan-400 via-blue-500 to-purple-600 mb-4 text-glow">
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比亚迪产业链 深度投研报告
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</h1>
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<p class="text-slate-400 text-sm">
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由 北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现。本报告为AI合成数据，投资需谨慎。
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</p>
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</header>
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<!-- Bento Grid Insight -->
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<section>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bento-card md:col-span-2">
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<h3 class="text-xl font-bold text-cyan-300 mb-2">核心观点</h3>
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<p class="text-slate-300">比亚迪产业链正经历从“成本与规模驱动”向“技术与生态驱动”的关键跃迁。核心驱动力是其颠覆性的“智驾平权”战略，该战略将催生万亿级智能化零部件增量市场。随着比亚迪的全球化扩张和智能化渗透率提升，产业链核心公司将迎来“量价齐升”的戴维斯双击机遇。</p>
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</div>
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<div class="bento-card">
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<h3 class="text-xl font-bold text-cyan-300 mb-2">核心驱动力</h3>
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<ul class="list-disc list-inside space-y-1 text-slate-300">
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<li>技术平权创造增量需求</li>
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<li>垂直整合与开放合作并行</li>
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<li>全球化开启第二增长曲线</li>
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</ul>
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</div>
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<div class="bento-card">
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<h3 class="text-xl font-bold text-cyan-300 mb-2">最具投资价值环节</h3>
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<p class="text-slate-300 mb-2"><strong>“从0到1”的增量零部件：</strong> 激光雷达、高像素摄像头、智驾域控、线控底盘等，弹性最大。</p>
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<p class="text-slate-300"><strong>“价量齐升”的平台型集成商：</strong> 以比亚迪电子为核心，向高毛利业务升级。</p>
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</div>
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<div class="bento-card md:col-span-2">
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<h3 class="text-xl font-bold text-cyan-300 mb-2">市场预期差分析</h3>
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<ul class="list-disc list-inside space-y-1 text-slate-300">
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<li><strong>自研程度与节奏：</strong> 市场可能高估短期内对外部供应商的完全替代能力。未来2-3年，英伟达、地平线、速腾聚创等核心伙伴地位依然稳固。</li>
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<li><strong>供应链关系的复杂性：</strong> 并非简单的“压价”零和博弈，而是通过战略投资、优化账期等方式构建复杂的共生关系。</li>
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<li><strong>比亚迪电子的真实角色：</strong> 市场可能低估其作为平台型高端制造商的价值，其高毛利智能化业务是未来主要增长点，价值重估潜力巨大。</li>
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</ul>
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</div>
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</div>
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</section>
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<!-- Concept Events & Driving Logic -->
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<section>
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<h2 class="section-title">概念事件与驱动逻辑</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8 items-start">
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<div class="space-y-8">
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<div class="bento-card">
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<h3 class="text-xl font-bold text-cyan-300 mb-3">战略定调与市场引爆</h3>
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<div class="relative pl-8 timeline-item">
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<div class="timeline-dot"></div>
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<p class="font-semibold text-slate-100">2024年2月10日 · 智能化战略发布会</p>
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<p class="text-slate-400 mt-1">正式推出“天神之眼”高阶智驾系统，提出“智驾平权”颠覆性战略，旨在将NOA功能下沉至10-20万元主流价格带，引爆资本市场对产业链的关注。</p>
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</div>
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</div>
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<div class="bento-card">
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<h3 class="text-xl font-bold text-cyan-300 mb-3">技术迭代与垂直整合</h3>
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<div class="relative pl-8 timeline-item">
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<div class="timeline-dot"></div>
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<p class="font-semibold text-slate-100">2024年3月17日 · 超级e平台技术发布</p>
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<p class="text-slate-400 mt-1">预告发布1000V超高压快充技术，巩固三电系统护城河，利好高压快充产业链。</p>
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</div>
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<div class="relative pl-8 mt-4">
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<p class="text-slate-400 mt-1"><strong class="text-slate-200">一体化压铸：</strong> 启动汕尾工业园一体化车身压铸项目招标，入局降本增效关键技术。</p>
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<p class="text-slate-400 mt-1"><strong class="text-slate-200">智能制造：</strong> 传闻计划到2026年实现2万台人形机器人进厂，布局生产端自动化。</p>
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</div>
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</div>
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</div>
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<div class="bento-card">
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<h3 class="text-xl font-bold text-cyan-300 mb-3">核心逻辑深度解析</h3>
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<p class="subtitle">比亚迪正通过“智能化”和“全球化”两大引擎，对其庞大的供应链体系进行重塑和赋能。</p>
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<div class="space-y-4 text-slate-300">
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<div>
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<h4 class="font-semibold text-slate-100">1. 技术平权创造巨大增量市场</h4>
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<p>将高阶智驾从“奢侈品”拉入“日用品”范畴。研报预测，2025年比亚迪高阶NOA车型销量将达188万辆，渗透率从7.2%爆发式增长至50%。这意味着激光雷达、高算力芯片、高像素摄像头等核心零部件，将从少数车型的“选配”变为数百万辆主流车型的“标配”，创造了确定性极高的增量市场。</p>
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</div>
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<div>
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<h4 class="font-semibold text-slate-100">2. “垂直整合+开放合作”双线并行</h4>
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<p>在域控制器（比亚迪电子）、毫米波雷达等领域强化自供，保障核心环节自主可控；同时在芯片（英伟达、地平线）、算法（Momenta）、激光雷达（速腾聚创）等领域，通过战略投资和开放合作构建强大生态。此模式既保证供应链安全，又博采众长，加速技术迭代。</p>
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</div>
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<div>
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<h4 class="font-semibold text-slate-100">3. 全球化开启第二增长曲线</h4>
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<p>研报援引丰田经验，指出比亚迪出海是国家产业优势的外溢。其在海外采取“高举高打”策略，利润远高于国内。随着泰国、巴西、匈牙利工厂建成，2025年80万辆的出海目标将为整个产业链带来高质量订单。</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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</section>
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<!-- Industry Chain Analysis -->
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<section>
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<h2 class="section-title">产业链全景解析</h2>
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<div class="bento-card">
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<div id="echarts-sunburst" style="width: 100%; height: 600px;"></div>
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</div>
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</section>
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<!-- Core Company Analysis & Market Validation -->
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<section x-data="{ tab: 'companies' }">
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<h2 class="section-title">核心公司剖析与市场验证</h2>
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<div class="tabs tabs-boxed bg-slate-800/50 mb-6">
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<a class="tab" :class="{'tab-active': tab === 'companies'}" @click="tab = 'companies'">核心玩家对比</a>
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<a class="tab" :class="{'tab-active': tab === 'validation'}" @click="tab = 'validation'">市场验证案例</a>
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</div>
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<div x-show="tab === 'companies'" class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bento-card">
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<h3 class="text-xl font-bold text-cyan-300">比亚迪电子 (领导者)</h3>
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<p class="text-sm text-slate-400 mb-3">逻辑最纯粹的核心供应商</p>
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<p><strong class="text-slate-100">竞争优势：</strong> 无可比拟的客户粘性和订单确定性。智能座舱覆盖率超90%，智驾域控全部由其供应。</p>
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<p class="mt-2"><strong class="text-slate-100">业务进展：</strong> 正从低毛利传统部件向高毛利的智驾域控、主动悬架、热管理三大增量业务拓展，2024年汽车电子收入增速预计超50%。</p>
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<p class="mt-2 text-red-400/80"><strong class="text-red-400">潜在风险：</strong> 对单一客户比亚迪依赖度极高。</p>
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</div>
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<div class="bento-card">
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<h3 class="text-xl font-bold text-cyan-300">地平线 (核心追赶者)</h3>
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<p class="text-sm text-slate-400 mb-3">国产替代先锋</p>
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<p><strong class="text-slate-100">竞争优势：</strong> 深度绑定比亚迪中低端放量车型（王朝系列），已获数百万颗芯片订单，受益于自主可控趋势。</p>
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<p class="mt-2"><strong class="text-slate-100">业务进展：</strong> 预计2025年出货量增量中120万片来自比亚迪，单此项可贡献超3亿元收入。</p>
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<p class="mt-2 text-red-400/80"><strong class="text-red-400">潜在风险：</strong> 高端芯片J6尚未大规模量产，产能依赖台积电，存在供应瓶颈。</p>
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</div>
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<div class="bento-card">
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<h3 class="text-xl font-bold text-cyan-300">速腾聚创 (细分龙头)</h3>
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<p class="text-sm text-slate-400 mb-3">深度绑定者</p>
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<p><strong class="text-slate-100">竞争优势：</strong> 比亚迪激光雷达主供，份额高达80%，且比亚迪是其战略投资方，关系稳固。</p>
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<p class="mt-2"><strong class="text-slate-100">业务进展：</strong> 随着比亚迪10余款激光雷达车型的推出，其出货量有望迎来爆发式增长。</p>
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<p class="mt-2 text-red-400/80"><strong class="text-red-400">潜在风险：</strong> 行业技术迭代快，价格战激烈，单价可能降至1,500元，需警惕毛利率下滑。</p>
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</div>
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</div>
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<div x-show="tab === 'validation'" class="space-y-4">
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<div class="bento-card">
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<h4 class="font-bold text-lg text-green-400">正裕工业 (603089) - 涨停验证</h4>
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<p class="text-sm text-slate-400 mb-2">验证逻辑：“成为比亚迪新增量部件供应商”</p>
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<p><strong>核心结论:</strong> 政策端“电控悬架首次纳入购置税减免目录”叠加公司端“比亚迪追加1.2亿元电控空气悬架订单+产能翻倍”，形成双击，机构抢筹封板。</p>
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<p class="mt-1"><strong>事件解析:</strong> 公司“电控空气悬架减震器总成”已小批量供货比亚迪，公告收到比亚迪追加1.2亿元订单，为2024年全年该业务收入的1.8倍。同时启动第二条产线，产能翻倍。此案例完美验证了市场对“切入比亚迪增量部件供应链”这一核心逻辑的高度认可。</p>
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</div>
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<div class="bento-card">
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<h4 class="font-bold text-lg text-green-400">超声电子 (000823) - 涨停验证</h4>
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<p class="text-sm text-slate-400 mb-2">验证逻辑：“订单+政策”双重催化</p>
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<p><strong>核心结论:</strong> 盘前公告锁定比亚迪半导体8.3亿元车规级HDI三年长单，叠加工信部同日发布规范点名公司为首批国产替代示范企业，形成双重催化，资金抢筹封板。</p>
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<p class="mt-1"><strong>事件解析:</strong> 与比亚迪半导体签署《车规级HDI印制板长期供货协议》，金额8.3亿元。车规级HDI毛利率高达30%+，高于公司整体18%，该订单可年增厚净利约20%。这验证了深度绑定比亚迪核心业务（半导体）带来的巨大业绩弹性。</p>
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</div>
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</div>
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</section>
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<!-- Catalysts & Risk Outlook -->
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<section>
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<h2 class="section-title">催化剂与风险展望</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
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<div class="bento-card catalyst-card">
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<h3 class="text-xl font-bold text-blue-400 mb-3">关键催化剂</h3>
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<div class="space-y-4">
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<div>
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<h4 class="font-semibold text-slate-100">近期催化剂 (3-6个月)</h4>
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<ul class="list-disc list-inside text-slate-300 mt-2">
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<li><strong>高阶智驾功能OTA推送：</strong> 腾势N7和仰望U8的城市领航功能推送是验证能力的关键节点。</li>
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<li><strong>搭载激光雷达的新车型发布：</strong> 年内10余款高阶智驾版车型的定价和市场反响。</li>
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<li><strong>海外工厂投产：</strong> 泰国、巴西工厂进度是全球化战略的试金石。</li>
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</ul>
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</div>
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<div>
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<h4 class="font-semibold text-slate-100">长期发展路径</h4>
|
||
<ul class="list-disc list-inside text-slate-300 mt-2">
|
||
<li><strong>2024-2025 (普及期):</strong> 硬件先行，完成“智驾平权”布局，NOA渗透率提升至50%。</li>
|
||
<li><strong>2026-2027 (深耕期):</strong> 强化全栈自研，推出自研高算力芯片，布局智能制造。</li>
|
||
<li><strong>2028+ (平台期):</strong> 智能化架构对外赋能，比亚迪电子成长为Tier 1巨头。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="bento-card risk-card">
|
||
<h3 class="text-xl font-bold text-red-400 mb-3">潜在风险与挑战</h3>
|
||
<div class="space-y-4">
|
||
<div>
|
||
<h4 class="font-semibold text-slate-100">技术风险</h4>
|
||
<p class="text-slate-300 mt-1">比亚迪在城市NOA等更高级别智驾上仍有不足，与华为、小鹏等存在差距。自研算法能否快速迭代并获市场认可存在不确定性。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-slate-100">商业化风险</h4>
|
||
<p class="text-slate-300 mt-1">“智驾平权”的成功取决于10-20万元价格带的消费者是否愿意为NOA付费。若市场接受度不及预期，将影响渗透率提升速度。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-slate-100">政策与竞争风险</h4>
|
||
<p class="text-slate-300 mt-1">新能源汽车需求不及预期、市场竞争加剧是共同风险。其他自主品牌势必跟进智驾降本策略，可能引发新一轮“智驾价格战”。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-slate-100">信息交叉验证风险</h4>
|
||
<p class="text-slate-300 mt-1">与华为、腾讯等公司的合作广度和深度存在多种可能性，部分市场信息尚不明确或可能存在表述错误，需要批判性审视。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Conclusion & Key Metrics -->
|
||
<section class="bento-card">
|
||
<h2 class="section-title">综合结论与关键跟踪指标</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
|
||
<div>
|
||
<h3 class="text-xl font-bold text-cyan-300 mb-3">综合结论</h3>
|
||
<p class="text-slate-300">比亚迪产业链已从单纯受益于新能源车销量的“β行情”，进化到由“智驾平权”和“全球化”驱动的、具备强大基本面支撑的“α行情”阶段。当前正处于智能化硬件大规模渗透的前夜，主题热度与业绩兑现预期共存。</p>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-xl font-bold text-cyan-300 mb-3">需重点跟踪的关键指标</h3>
|
||
<ul class="list-disc list-inside space-y-2 text-slate-300">
|
||
<li><strong>渗透率指标：</strong> 搭载高速NOA功能的新车型实际出货量占比。</li>
|
||
<li><strong>单车价值量指标：</strong> 核心供应商财报中来自比亚迪的单车平均收入（ASP）变化。</li>
|
||
<li><strong>海外业务指标：</strong> 比亚迪的海外销量、单车均价及毛利率。</li>
|
||
<li><strong>成本与利润指标：</strong> 关注产业链上游公司的毛利率水平，判断成本压力传导的实际影响。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Table -->
|
||
<section>
|
||
<h2 class="section-title">比亚迪产业链核心标的一览</h2>
|
||
<div class="bento-card overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead class="text-base text-cyan-300">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑/原因</th>
|
||
<th>分类</th>
|
||
<th>细分领域</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="text-slate-300">
|
||
<!-- Data will be injected by JS -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Footer -->
|
||
<footer class="text-center py-8">
|
||
<p class="text-slate-500 text-xs">
|
||
报告生成时间: <span id="generation-time"></span><br>
|
||
由 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。本报告内容基于公开信息和AI模型分析，不构成任何投资建议，投资有风险，入市需谨慎。
|
||
</p>
|
||
</footer>
|
||
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
||
document.getElementById('generation-time').textContent = new Date().toLocaleString('zh-CN');
|
||
|
||
const stockData = {
|
||
"比亚迪电子": { "reason": "中期市值空间弹性(81%)", "分类": "智能驾驶系统", "细分": "智驾域控、传感器等" },
|
||
"德赛西威": { "stock_code": "002920", "reason": "域控制器", "分类": "智能驾驶系统", "细分": "智驾域控、传感器等" },
|
||
"禾赛科技": { "stock_code": "K0524", "reason": "中期市值空间弹性(40%)", "分类": "智能驾驶系统", "细分": "激光雷达" },
|
||
"速腾聚创": { "reason": "中期市值空间弹性(53%)", "分类": "智能驾驶系统", "细分": "激光雷达" },
|
||
"永新光学": { "stock_code": "603297", "reason": "核心光学元部件", "分类": "智能驾驶系统", "细分": "激光雷达" },
|
||
"联创电子": { "stock_code": "002036", "reason": "中期市值空间弹性(102%)", "分类": "智能驾驶系统", "细分": "汽车镜头/摄像头" },
|
||
"宇瞳光学": { "stock_code": "300790", "分类": "智能驾驶系统", "细分": "汽车镜头/摄像头" },
|
||
"万朗磁塑": { "stock_code": "603150", "分类": "智能驾驶系统", "细分": "汽车镜头/摄像头" },
|
||
"电连技术": { "stock_code": "300679", "reason": "中期市值空间弹性(49%)", "分类": "智能驾驶系统", "细分": "汽车高速链接器" },
|
||
"华阳集团": { "stock_code": "002906", "reason": "HUD", "分类": "智能驾驶系统", "细分": "其他" },
|
||
"科博达": { "stock_code": "603786", "reason": "底盘控制/车灯控制", "分类": "智能驾驶系统", "细分": "其他" },
|
||
"伯特利": { "stock_code": "603596", "reason": "线控制动", "分类": "智能驾驶系统", "细分": "其他" },
|
||
"雷科防务": { "stock_code": "002413", "reason": "汽车雷达", "分类": "智能驾驶系统", "细分": "其他" },
|
||
"豪恩汽电": { "stock_code": "301488", "reason": "毫米波雷达", "分类": "智能驾驶系统", "细分": "其他" },
|
||
"经纬恒润": { "stock_code": "688326", "reason": "线控底盘", "分类": "智能驾驶系统", "细分": "其他" },
|
||
"隆利科技": { "stock_code": "300752", "reason": "智能座舱", "分类": "智能驾驶系统", "细分": "其他" },
|
||
"拓普集团": { "stock_code": "601689", "分类": "热管理系统/底盘及轻量化", "细分": "热管理/空气悬架" },
|
||
"中鼎股份": { "stock_code": "000887", "分类": "热管理系统/底盘及轻量化", "细分": "热管理/空气悬架" },
|
||
"三花智控": { "stock_code": "002050", "分类": "热管理系统", "细分": "热管理" },
|
||
"银轮股份": { "stock_code": "002126", "分类": "热管理系统", "细分": "冷却管路/液冷板" },
|
||
"广东鸿图": { "stock_code": "002101", "分类": "底盘及轻量化", "细分": "压铸件" },
|
||
"文灿股份": { "stock_code": "603348", "分类": "底盘及轻量化", "细分": "压铸件" },
|
||
"立中集团": { "stock_code": "300428", "分类": "底盘及轻量化", "细分": "镁铝合金" },
|
||
"保隆科技": { "stock_code": "603197", "分类": "底盘及轻量化", "细分": "空气悬架" },
|
||
"新泉股份": { "stock_code": "603179", "reason": "主副仪表板", "分类": "车身及内外饰", "细分": "车身及内外饰" },
|
||
"福耀玻璃": { "stock_code": "600660", "reason": "玻璃", "分类": "车身及内外饰", "细分": "车身及内外饰" },
|
||
"比亚迪": { "stock_code": "002594", "reason": "三电系统", "分类": "动力系统", "细分": "动力系统" },
|
||
"双环传动": { "stock_code": "002472", "reason": "电驱动齿轮", "分类": "动力系统", "细分": "动力系统" },
|
||
"欣锐科技": { "stock_code": "300745", "reason": "车载充电", "分类": "电子电气系统", "细分": "电子电气系统" },
|
||
"永贵电器": { "stock_code": "300351", "reason": "高压连接器", "分类": "电子电气系统", "细分": "电子电气系统" },
|
||
"湖南裕能": { "stock_code": "301358", "分类": "锂电池相关", "细分": "正极材料" },
|
||
"恩捷股份": { "stock_code": "002812", "分类": "锂电池相关", "细分": "隔膜" },
|
||
};
|
||
|
||
const tableBody = document.querySelector('table tbody');
|
||
for (const [name, data] of Object.entries(stockData)) {
|
||
const row = document.createElement('tr');
|
||
row.classList.add('hover');
|
||
|
||
const code = data.stock_code || 'N/A';
|
||
const link = (code !== 'N/A' && code.length === 6) ? `<a href="https://valuefrontier.cn/company?scode=${code}" target="_blank" class="link link-hover text-cyan-400">${code}</a>` : code;
|
||
|
||
row.innerHTML = `
|
||
<td class="font-semibold text-slate-100">${name}</td>
|
||
<td>${link}</td>
|
||
<td>${data.reason || '-'}</td>
|
||
<td><div class="badge badge-outline badge-info">${data.分类}</div></td>
|
||
<td>${data.细分}</td>
|
||
`;
|
||
tableBody.appendChild(row);
|
||
}
|
||
|
||
// ECharts Sunburst Chart
|
||
var chartDom = document.getElementById('echarts-sunburst');
|
||
var myChart = echarts.init(chartDom, 'dark');
|
||
var option;
|
||
|
||
var data = [{
|
||
name: '比亚迪产业链',
|
||
children: [
|
||
{
|
||
name: '上游-核心元器件与材料',
|
||
children: [
|
||
{ name: '核心芯片', value: 1, children: [{name: '英伟达'}, {name: '地平线'}, {name: '黑芝麻'}] },
|
||
{ name: '传感器', value: 1, children: [{name: '速腾聚创'}, {name: '禾赛科技'}, {name: '韦尔股份'}, {name: '联创电子'}, {name: '宇瞳光学'}] },
|
||
{ name: '光学元件', value: 1, children: [{name: '永新光学'}] },
|
||
{ name: '连接器', value: 1, children: [{name: '电连技术'}] },
|
||
{ name: '轻量化材料', value: 1, children: [{name: '立中集团'}, {name: '广东鸿图'}] },
|
||
{ name: '电池材料', value: 1, children: [{name: '湖南裕能'}, {name: '恩捷股份'}] }
|
||
]
|
||
},
|
||
{
|
||
name: '中游-系统集成与核心模组',
|
||
children: [
|
||
{ name: '比亚迪电子 (核心生态位)', value: 2, children: [
|
||
{ name: '智驾域控' }, { name: '智能座舱' }, { name: '热管理' }, { name: '悬架系统' }
|
||
] },
|
||
{ name: '外部供应商', value: 1, children: [
|
||
{ name: '德赛西威 (域控)' }, { name: '伯特利 (线控制动)' }
|
||
] }
|
||
]
|
||
},
|
||
{
|
||
name: '下游-比亚迪整车矩阵',
|
||
children: [
|
||
{ name: '王朝系列', value: 1 },
|
||
{ name: '海洋系列', value: 1 },
|
||
{ name: '腾势', value: 1 },
|
||
{ name: '方程豹', value: 1 },
|
||
{ name: '仰望', value: 1 }
|
||
]
|
||
}
|
||
]
|
||
}];
|
||
|
||
option = {
|
||
backgroundColor: 'transparent',
|
||
series: {
|
||
type: 'sunburst',
|
||
data: data,
|
||
radius: [60, '90%'],
|
||
label: {
|
||
rotate: 'radial',
|
||
color: '#fff',
|
||
textBorderColor: '#000',
|
||
textBorderWidth: 1,
|
||
},
|
||
levels: [
|
||
{},
|
||
{
|
||
r0: '15%',
|
||
r: '35%',
|
||
itemStyle: {
|
||
borderWidth: 2
|
||
},
|
||
label: {
|
||
rotate: 'tangential'
|
||
}
|
||
},
|
||
{
|
||
r0: '35%',
|
||
r: '70%',
|
||
label: {
|
||
align: 'right'
|
||
}
|
||
},
|
||
{
|
||
r0: '70%',
|
||
r: '72%',
|
||
label: {
|
||
position: 'outside',
|
||
padding: 3,
|
||
silent: false
|
||
},
|
||
itemStyle: {
|
||
borderWidth: 3
|
||
}
|
||
}
|
||
]
|
||
}
|
||
};
|
||
|
||
option && myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
|
||
</script>
|
||
</body>
|
||
</html> |