1777 lines
78 KiB
HTML
1777 lines
78 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>无人物流快递车 - 行业洞察与投资分析</title>
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<link rel="icon" type="image/png" href="data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>🚐</text></svg>">
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800|Noto+Sans+SC:wght@400;500;700&display=swap" rel="stylesheet" />
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<!-- Nucleo Icons -->
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<link href="https://unpkg.com/@coreui/icons@3.0.1/css/all.min.css" rel="stylesheet" />
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<!-- Font Awesome Icons -->
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- Tailwind CSS -->
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/dist/full.min.css" rel="stylesheet" type="text/css" />
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<!-- Chart.js -->
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<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
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<!-- Particles.js -->
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<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
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<!-- Vanta.js -->
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<script src="https://cdnjs.cloudflare.com/ajax/libs/three.js/r134/three.min.js"></script>
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<script src="https://cdnjs.cloudflare.com/ajax/libs/vanta/0.5.24/vanta.waves.min.js"></script>
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<style>
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:root {
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--primary: #3b82f6;
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--secondary: #6366f1;
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--accent: #8b5cf6;
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--dark: #1e293b;
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--light: #f8fafc;
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}
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body {
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font-family: 'Inter', 'Noto Sans SC', sans-serif;
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background-color: #f8fafc;
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color: #1e293b;
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overflow-x: hidden;
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#particles-js {
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position: fixed;
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width: 100%;
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height: 100%;
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top: 0;
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left: 0;
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z-index: -1;
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background: linear-gradient(135deg, #f0f9ff 0%, #e0f2fe 100%);
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}
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.hero-gradient {
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background: linear-gradient(135deg, #3b82f6 0%, #6366f1 100%);
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}
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.card-shadow {
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box-shadow: 0 10px 15px -3px rgba(0, 0, 0, 0.1), 0 4px 6px -2px rgba(0, 0, 0, 0.05);
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}
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.text-gradient {
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background: linear-gradient(90deg, #3b82f6, #8b5cf6);
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-webkit-background-clip: text;
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background-clip: text;
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color: transparent;
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}
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.timeline-dot {
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position: relative;
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}
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.timeline-dot::before {
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content: '';
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position: absolute;
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top: 50%;
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left: 50%;
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transform: translate(-50%, -50%);
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width: 12px;
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height: 12px;
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border-radius: 50%;
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background-color: #3b82f6;
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border: 3px solid #fff;
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box-shadow: 0 0 0 3px rgba(59, 130, 246, 0.2);
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}
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.table-responsive {
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overflow-x: auto;
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}
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@media (max-width: 768px) {
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.container {
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padding-left: 1rem;
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padding-right: 1rem;
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}
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.section-title {
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font-size: 1.5rem;
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}
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.card {
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margin-bottom: 1rem;
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}
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}
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.hover-scale {
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transition: transform 0.3s ease;
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}
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.hover-scale:hover {
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transform: scale(1.03);
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}
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.chart-container {
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position: relative;
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height: 300px;
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width: 100%;
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}
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</style>
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</head>
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<body>
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 relative z-10">
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<!-- Hero Section -->
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<div class="hero-gradient rounded-2xl p-8 mb-12 text-white card-shadow">
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<div class="flex flex-col md:flex-row items-center justify-between">
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<div class="mb-6 md:mb-0">
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<h1 class="text-3xl md:text-4xl font-bold mb-4">无人物流快递车</h1>
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<p class="text-xl opacity-90 max-w-2xl">从技术验证期到商业化爆发临界点，2025年成为"规模化元年"</p>
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<div class="mt-6 flex flex-wrap gap-3">
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<span class="bg-white/20 backdrop-blur-sm px-4 py-2 rounded-full text-sm font-medium">市场规模超1000亿元</span>
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<span class="bg-white/20 backdrop-blur-sm px-4 py-2 rounded-full text-sm font-medium">成本降低69%</span>
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<span class="bg-white/20 backdrop-blur-sm px-4 py-2 rounded-full text-sm font-medium">102个城市开放路权</span>
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</div>
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</div>
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<div class="text-center">
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<div class="text-6xl mb-2">🚐</div>
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<div class="text-sm opacity-75">无人配送新时代</div>
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</div>
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</div>
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</div>
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<!-- Concept Events -->
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<section class="mb-12">
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<h2 class="text-2xl md:text-3xl font-bold mb-6 text-gradient">概念事件</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
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<div class="bg-white rounded-xl p-6 card-shadow hover-scale">
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<div class="flex items-center mb-4">
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<div class="bg-blue-100 p-3 rounded-lg mr-4">
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<i class="fas fa-calendar-alt text-blue-600 text-xl"></i>
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</div>
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<div>
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<h3 class="font-bold text-lg">2024年5月</h3>
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<p class="text-sm text-gray-500">政策发布</p>
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</div>
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</div>
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<p class="text-gray-700">国家邮政局发布《关于加快邮政业科技发展的意见》，明确提出"加快推动无人机、无人车、智能云仓在行业规模化应用"。</p>
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</div>
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<div class="bg-white rounded-xl p-6 card-shadow hover-scale">
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<div class="flex items-center mb-4">
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<div class="bg-indigo-100 p-3 rounded-lg mr-4">
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<i class="fas fa-file-alt text-indigo-600 text-xl"></i>
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</div>
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<div>
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<h3 class="font-bold text-lg">2024年11月</h3>
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<p class="text-sm text-gray-500">行动方案</p>
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</div>
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</div>
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<p class="text-gray-700">中共中央办公厅印发《有效降低全社会物流成本行动方案》，提出到2027年社会物流总费用与GDP比率降至13.5%，鼓励无人驾驶物流新模式。</p>
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</div>
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<div class="bg-white rounded-xl p-6 card-shadow hover-scale">
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<div class="flex items-center mb-4">
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<div class="bg-purple-100 p-3 rounded-lg mr-4">
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<i class="fas fa-rocket text-purple-600 text-xl"></i>
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</div>
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<div>
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<h3 class="font-bold text-lg">2025年6月</h3>
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<p class="text-sm text-gray-500">产品发布</p>
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</div>
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</div>
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<p class="text-gray-700">菜鸟推出GT-Lite无人车，售价1.68万元（限时优惠后），刷新行业低价记录；九识智能E6售价1.98万元，FSD月订阅费1800元。</p>
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</div>
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<div class="bg-white rounded-xl p-6 card-shadow hover-scale">
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<div class="flex items-center mb-4">
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<div class="bg-green-100 p-3 rounded-lg mr-4">
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<i class="fas fa-chart-line text-green-600 text-xl"></i>
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</div>
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<div>
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<h3 class="font-bold text-lg">2025年6月</h3>
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<p class="text-sm text-gray-500">规模扩张</p>
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</div>
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</div>
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<p class="text-gray-700">顺丰业绩会透露，无人配送车队规模将从2024年800台扩产至2025年8000台。</p>
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</div>
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<div class="bg-white rounded-xl p-6 card-shadow hover-scale">
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<div class="flex items-center mb-4">
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<div class="bg-yellow-100 p-3 rounded-lg mr-4">
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<i class="fas fa-road text-yellow-600 text-xl"></i>
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</div>
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<div>
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<h3 class="font-bold text-lg">2025年7月</h3>
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<p class="text-sm text-gray-500">路权开放</p>
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</div>
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</div>
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<p class="text-gray-700">全国已有102个城市开放无人车路权，时速限制40km/h，覆盖快递末端配送场景。</p>
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</div>
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</div>
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</section>
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<!-- Core Viewpoints -->
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<section class="mb-12">
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<h2 class="text-2xl md:text-3xl font-bold mb-6 text-gradient">核心观点摘要</h2>
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<div class="bg-white rounded-xl p-8 card-shadow">
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<div class="grid grid-cols-1 md:grid-cols-3 gap-8">
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<div class="text-center">
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<div class="bg-blue-100 w-16 h-16 rounded-full flex items-center justify-center mx-auto mb-4">
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<i class="fas fa-flag text-blue-600 text-2xl"></i>
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</div>
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<h3 class="font-bold text-xl mb-3">阶段判断</h3>
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<p class="text-gray-700">无人物流快递车已从<strong class="text-blue-600">技术验证期</strong>进入<strong class="text-blue-600">商业化爆发临界点</strong>，2025年成为"规模化元年"。</p>
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</div>
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<div class="text-center">
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<div class="bg-indigo-100 w-16 h-16 rounded-full flex items-center justify-center mx-auto mb-4">
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<i class="fas fa-cogs text-indigo-600 text-2xl"></i>
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</div>
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<h3 class="font-bold text-xl mb-3">核心驱动力</h3>
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<p class="text-gray-700"><strong class="text-indigo-600">成本优势</strong>（单车月成本0.25万元 vs 传统车0.77万元）叠加<strong class="text-indigo-600">政策强制降本</strong>（快递价格战倒逼技术替代）。</p>
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</div>
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<div class="text-center">
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<div class="bg-purple-100 w-16 h-16 rounded-full flex items-center justify-center mx-auto mb-4">
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<i class="fas fa-chart-pie text-purple-600 text-2xl"></i>
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</div>
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<h3 class="font-bold text-xl mb-3">未来潜力</h3>
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<p class="text-gray-700">若渗透率提升至<strong class="text-purple-600">17%</strong>（对应285万辆年销量），市场规模将超<strong class="text-purple-600">1000亿元</strong>（整车+软件服务）。</p>
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</div>
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</div>
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</div>
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</section>
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<!-- Core Logic and Market Analysis -->
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<section class="mb-12">
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<h2 class="text-2xl md:text-3xl font-bold mb-6 text-gradient">核心逻辑与市场认知分析</h2>
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<div class="mb-8">
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<h3 class="text-xl font-bold mb-4 flex items-center">
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<i class="fas fa-bolt text-yellow-500 mr-2"></i> 核心驱动力
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</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-white rounded-xl p-6 card-shadow">
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<h4 class="font-bold text-lg mb-3 text-blue-600">成本剪刀差</h4>
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<ul class="space-y-2">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
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<span><strong>硬件成本</strong>：从2020年25万元/辆降至2025年1.68-5万元/辆（激光雷达降价90%）</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
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<span><strong>运营成本</strong>：无人车月成本0.25万元，仅为人工司机0.77万元的32%</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
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<span><strong>单票降本</strong>：快递末端配送单票成本从0.13元降至0.04元（降幅69%）</span>
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</li>
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</ul>
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</div>
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<div class="bg-white rounded-xl p-6 card-shadow">
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<h4 class="font-bold text-lg mb-3 text-indigo-600">政策强制落地</h4>
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<ul class="space-y-2">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
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<span><strong>国家层面</strong>：2025年政策明确要求"无人车规模化应用"，邮政局将无人车纳入邮政业科技发展纲领</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
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<span><strong>地方层面</strong>：102个城市开放路权（如杭州、深圳），测试牌照发放超1.6万张</span>
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</li>
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</ul>
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</div>
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<div class="bg-white rounded-xl p-6 card-shadow">
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<h4 class="font-bold text-lg mb-3 text-purple-600">行业痛点倒逼</h4>
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<ul class="space-y-2">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
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<span><strong>利润压力</strong>：快递行业单票利润仅0.01-0.3元，价格战下无人车成为刚性降本工具</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
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<span><strong>人力缺口</strong>：快递员缺口超100万人（2024年数据），人力成本年增10%+</span>
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</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 class="mb-8">
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<h3 class="text-xl font-bold mb-4 flex items-center">
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<i class="fas fa-fire text-red-500 mr-2"></i> 市场热度与情绪
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</h3>
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||
<div class="bg-white rounded-xl p-6 card-shadow">
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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="text-4xl font-bold text-blue-600 mb-2">8家</div>
|
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<p class="text-gray-700">2025年6月国金、申万、中信证券等券商集中发布深度报告，标题均含"爆发""重构"等字眼</p>
|
||
</div>
|
||
<div class="text-center">
|
||
<div class="text-4xl font-bold text-indigo-600 mb-2">3亿美元</div>
|
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<p class="text-gray-700">九识智能获美团领投B轮，新石器订单超2万台，菜鸟GT-Lite 72小时预售破万台</p>
|
||
</div>
|
||
<div class="text-center">
|
||
<div class="text-4xl font-bold text-purple-600 mb-2">分歧</div>
|
||
<p class="text-gray-700">乐观派认为"千亿市场启动"，谨慎派担忧"路权开放不及预期"</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-4 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-yellow-500 mr-2"></i> 预期差分析
|
||
</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white rounded-xl overflow-hidden card-shadow">
|
||
<thead class="bg-gray-50">
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<tr>
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<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">市场共识</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">潜在预期差</th>
|
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<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">数据来源</th>
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</tr>
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</thead>
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<tbody class="divide-y divide-gray-200">
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<tr>
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<td class="py-3 px-4 text-sm text-gray-900">无人车替代末端配送</td>
|
||
<td class="py-3 px-4 text-sm text-gray-900">实际可扩展至园区物流、商超补货</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">京东物流、美团案例</td>
|
||
</tr>
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||
<tr class="bg-gray-50">
|
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<td class="py-3 px-4 text-sm text-gray-900">渗透率17%需5年</td>
|
||
<td class="py-3 px-4 text-sm text-gray-900">直营快递（顺丰）可能2年内达50%</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">顺丰业绩会（800→8000台）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm text-gray-900">成本优势来自硬件降价</td>
|
||
<td class="py-3 px-4 text-sm text-gray-900">软件订阅模式（1800元/月）贡献40%利润</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">九识、新石器商业模式</td>
|
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</tr>
|
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</tbody>
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||
</table>
|
||
</div>
|
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</div>
|
||
</section>
|
||
|
||
<!-- Catalysts and Future Path -->
|
||
<section class="mb-12">
|
||
<h2 class="text-2xl md:text-3xl font-bold mb-6 text-gradient">关键催化剂与未来发展路径</h2>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-bold mb-4 flex items-center">
|
||
<i class="fas fa-clock text-blue-500 mr-2"></i> 近期催化剂（3-6个月）
|
||
</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<div class="bg-white rounded-xl p-6 card-shadow hover-scale">
|
||
<div class="flex items-center mb-4">
|
||
<div class="bg-blue-100 p-3 rounded-lg mr-4">
|
||
<i class="fas fa-file-contract text-blue-600 text-xl"></i>
|
||
</div>
|
||
<h4 class="font-bold text-lg">政策落地</h4>
|
||
</div>
|
||
<p class="text-gray-700">2025年Q3《无人配送车国家标准》发布，明确路权、保险、事故责任。</p>
|
||
</div>
|
||
|
||
<div class="bg-white rounded-xl p-6 card-shadow hover-scale">
|
||
<div class="flex items-center mb-4">
|
||
<div class="bg-indigo-100 p-3 rounded-lg mr-4">
|
||
<i class="fas fa-shopping-cart text-indigo-600 text-xl"></i>
|
||
</div>
|
||
<h4 class="font-bold text-lg">订单爆发</h4>
|
||
</div>
|
||
<p class="text-gray-700">顺丰Q3追加5000台无人车订单（直营模式验证），中通/圆通加盟商集中采购启动。</p>
|
||
</div>
|
||
|
||
<div class="bg-white rounded-xl p-6 card-shadow hover-scale">
|
||
<div class="flex items-center mb-4">
|
||
<div class="bg-purple-100 p-3 rounded-lg mr-4">
|
||
<i class="fas fa-microchip text-purple-600 text-xl"></i>
|
||
</div>
|
||
<h4 class="font-bold text-lg">技术突破</h4>
|
||
</div>
|
||
<p class="text-gray-700">九识无激光雷达方案（纯视觉）通过北京路测，成本再降30%。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-4 flex items-center">
|
||
<i class="fas fa-road text-green-500 mr-2"></i> 长期发展路径
|
||
</h3>
|
||
<div class="bg-white rounded-xl p-6 card-shadow">
|
||
<div class="space-y-4">
|
||
<div class="flex items-start">
|
||
<div class="bg-blue-100 text-blue-800 rounded-full w-8 h-8 flex items-center justify-center font-bold mr-4 flex-shrink-0">1</div>
|
||
<div>
|
||
<h4 class="font-bold text-lg mb-1">2025-2026年</h4>
|
||
<p class="text-gray-700">快递/商超场景渗透率5%→15%，年销量3万→30万台。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="bg-indigo-100 text-indigo-800 rounded-full w-8 h-8 flex items-center justify-center font-bold mr-4 flex-shrink-0">2</div>
|
||
<div>
|
||
<h4 class="font-bold text-lg mb-1">2027-2028年</h4>
|
||
<p class="text-gray-700">政策全国开放，城配全场景渗透（冷链、医药），年销量100万台。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="bg-purple-100 text-purple-800 rounded-full w-8 h-8 flex items-center justify-center font-bold mr-4 flex-shrink-0">3</div>
|
||
<div>
|
||
<h4 class="font-bold text-lg mb-1">2029-2030年</h4>
|
||
<p class="text-gray-700">技术标准化，硬件成本<1万元，软件订阅999元/月，成为物流基础设施。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Industry Chain and Core Companies -->
|
||
<section class="mb-12">
|
||
<h2 class="text-2xl md:text-3xl font-bold mb-6 text-gradient">产业链与核心公司深度剖析</h2>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-bold mb-4 flex items-center">
|
||
<i class="fas fa-sitemap text-indigo-500 mr-2"></i> 产业链图谱
|
||
</h3>
|
||
<div class="bg-white rounded-xl p-6 card-shadow overflow-x-auto">
|
||
<div class="min-w-max">
|
||
<div class="flex flex-col items-center">
|
||
<div class="bg-blue-100 text-blue-800 px-4 py-2 rounded-lg font-bold mb-4">上游：零部件</div>
|
||
<div class="flex space-x-8 mb-6">
|
||
<div class="bg-white border border-blue-200 px-4 py-2 rounded-lg text-center">激光雷达<br>禾赛/速腾</div>
|
||
<div class="bg-white border border-blue-200 px-4 py-2 rounded-lg text-center">芯片<br>地平线/黑芝麻</div>
|
||
<div class="bg-white border border-blue-200 px-4 py-2 rounded-lg text-center">域控<br>经纬恒润</div>
|
||
</div>
|
||
|
||
<div class="bg-indigo-100 text-indigo-800 px-4 py-2 rounded-lg font-bold mb-4">中游：整车制造</div>
|
||
<div class="flex space-x-8 mb-6">
|
||
<div class="bg-white border border-indigo-200 px-4 py-2 rounded-lg text-center">九识智能<br>(1.98万/辆)</div>
|
||
<div class="bg-white border border-indigo-200 px-4 py-2 rounded-lg text-center">新石器<br>(5万/辆)</div>
|
||
<div class="bg-white border border-indigo-200 px-4 py-2 rounded-lg text-center">白犀牛<br>(未披露)</div>
|
||
</div>
|
||
|
||
<div class="bg-purple-100 text-purple-800 px-4 py-2 rounded-lg font-bold mb-4">下游：应用场景</div>
|
||
<div class="flex space-x-8">
|
||
<div class="bg-white border border-purple-200 px-4 py-2 rounded-lg text-center">直营快递<br>顺丰/德邦</div>
|
||
<div class="bg-white border border-purple-200 px-4 py-2 rounded-lg text-center">加盟快递<br>中通/圆通</div>
|
||
<div class="bg-white border border-purple-200 px-4 py-2 rounded-lg text-center">即时配送<br>美团/京东</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-bold mb-4 flex items-center">
|
||
<i class="fas fa-building text-green-500 mr-2"></i> 核心玩家对比
|
||
</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white rounded-xl overflow-hidden card-shadow">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">模式</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">优势</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">九识智能</td>
|
||
<td class="py-3 px-4 text-sm text-gray-900">低价爆款（1.98万）</td>
|
||
<td class="py-3 px-4 text-sm text-gray-900">美团生态绑定+纯视觉降本</td>
|
||
<td class="py-3 px-4 text-sm text-gray-900">无激光雷达方案安全性待验证</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">新石器</td>
|
||
<td class="py-3 px-4 text-sm text-gray-900">全场景覆盖</td>
|
||
<td class="py-3 px-4 text-sm text-gray-900">250+城市路权+顺丰深度合作</td>
|
||
<td class="py-3 px-4 text-sm text-gray-900">硬件成本高于九识</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">顺丰控股</td>
|
||
<td class="py-3 px-4 text-sm text-gray-900">直营应用</td>
|
||
<td class="py-3 px-4 text-sm text-gray-900">10万辆替换空间→46亿利润增厚</td>
|
||
<td class="py-3 px-4 text-sm text-gray-900">重资产投入拖累现金流</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">中通快递</td>
|
||
<td class="py-3 px-4 text-sm text-gray-900">加盟赋能</td>
|
||
<td class="py-3 px-4 text-sm text-gray-900">加盟商降本0.2元/票→总部利润释放</td>
|
||
<td class="py-3 px-4 text-sm text-gray-900">加盟商执行力差异大</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-4 flex items-center">
|
||
<i class="fas fa-check-double text-purple-500 mr-2"></i> 验证与证伪
|
||
</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-green-50 border border-green-200 rounded-xl p-6">
|
||
<h4 class="font-bold text-lg mb-3 text-green-800 flex items-center">
|
||
<i class="fas fa-check-circle mr-2"></i> 验证
|
||
</h4>
|
||
<p class="text-gray-700">顺丰2025年无人车8000台目标（业绩会） vs 研报测算100%替换需10万台→渗透率8%（合理）。</p>
|
||
</div>
|
||
|
||
<div class="bg-red-50 border border-red-200 rounded-xl p-6">
|
||
<h4 class="font-bold text-lg mb-3 text-red-800 flex items-center">
|
||
<i class="fas fa-times-circle mr-2"></i> 证伪
|
||
</h4>
|
||
<p class="text-gray-700">某研报称"菜鸟GT-Lite成本0.23万/月"，但路演显示实际含服务费0.4万/月→成本优势被高估。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Risks and Challenges -->
|
||
<section class="mb-12">
|
||
<h2 class="text-2xl md:text-3xl font-bold mb-6 text-gradient">潜在风险与挑战</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white rounded-xl overflow-hidden card-shadow">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险类型</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">具体表现</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">影响程度</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">技术风险</td>
|
||
<td class="py-3 px-4 text-sm text-gray-900">无激光雷达方案在雨雪天气失效</td>
|
||
<td class="py-3 px-4 text-sm text-center">
|
||
<span class="px-3 py-1 inline-flex text-xs leading-5 font-semibold rounded-full bg-red-100 text-red-800">高</span>
|
||
</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">商业化风险</td>
|
||
<td class="py-3 px-4 text-sm text-gray-900">加盟商现金流紧张延缓采购</td>
|
||
<td class="py-3 px-4 text-sm text-center">
|
||
<span class="px-3 py-1 inline-flex text-xs leading-5 font-semibold rounded-full bg-yellow-100 text-yellow-800">中</span>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">政策风险</td>
|
||
<td class="py-3 px-4 text-sm text-gray-900">路权开放城市<50个（当前102个）</td>
|
||
<td class="py-3 px-4 text-sm text-center">
|
||
<span class="px-3 py-1 inline-flex text-xs leading-5 font-semibold rounded-full bg-green-100 text-green-800">低</span>
|
||
</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900">信息矛盾</td>
|
||
<td class="py-3 px-4 text-sm text-gray-900">研报称"替代285万辆"，但实际快递网点仅46.8万个→需求被夸大</td>
|
||
<td class="py-3 px-4 text-sm text-center">
|
||
<span class="px-3 py-1 inline-flex text-xs leading-5 font-semibold rounded-full bg-red-100 text-red-800">高</span>
|
||
</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Conclusion and Investment Implications -->
|
||
<section class="mb-12">
|
||
<h2 class="text-2xl md:text-3xl font-bold mb-6 text-gradient">综合结论与投资启示</h2>
|
||
<div class="bg-gradient-to-r from-blue-50 to-indigo-50 rounded-xl p-8 card-shadow">
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-bold mb-3 text-blue-800">阶段判断</h3>
|
||
<p class="text-gray-700">从主题炒作（2024年）进入基本面驱动（2025年），<strong class="text-blue-600">直营快递</strong>（顺丰、德邦）率先兑现利润。</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-bold mb-3 text-indigo-800">投资方向</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<div class="bg-indigo-100 text-indigo-800 rounded-full w-6 h-6 flex items-center justify-center font-bold mr-3 flex-shrink-0">1</div>
|
||
<p class="text-gray-700"><strong class="text-indigo-600">整车环节</strong>：九识智能（低价+美团生态）> 新石器（全场景+顺丰绑定）</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-indigo-100 text-indigo-800 rounded-full w-6 h-6 flex items-center justify-center font-bold mr-3 flex-shrink-0">2</div>
|
||
<p class="text-gray-700"><strong class="text-indigo-600">应用环节</strong>：顺丰控股（直营模式利润弹性最大）> 中通快递（加盟模式需跟踪加盟商采购意愿）</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-indigo-100 text-indigo-800 rounded-full w-6 h-6 flex items-center justify-center font-bold mr-3 flex-shrink-0">3</div>
|
||
<p class="text-gray-700"><strong class="text-indigo-600">零部件</strong>：禾赛科技（激光雷达龙头）→ 地平线（芯片国产替代）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-3 text-purple-800">关键跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-white rounded-lg p-4">
|
||
<h4 class="font-bold text-purple-600 mb-2">月度订单</h4>
|
||
<p class="text-gray-700">九识/新石器新增订单>5000台（Q3验证爆发）</p>
|
||
</div>
|
||
<div class="bg-white rounded-lg p-4">
|
||
<h4 class="font-bold text-purple-600 mb-2">渗透率</h4>
|
||
<p class="text-gray-700">顺丰无人车占比>5%（2025年底）</p>
|
||
</div>
|
||
<div class="bg-white rounded-lg p-4">
|
||
<h4 class="font-bold text-purple-600 mb-2">政策</h4>
|
||
<p class="text-gray-700">无人车国家标准发布（Q3催化剂）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Related Stocks -->
|
||
<section class="mb-12">
|
||
<h2 class="text-2xl md:text-3xl font-bold mb-6 text-gradient">关联股票</h2>
|
||
|
||
<!-- 无人物流车九识智能 -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-bold mb-4 flex items-center">
|
||
<i class="fas fa-robot text-blue-500 mr-2"></i> 无人物流车九识智能
|
||
</h3>
|
||
<div class="card bg-white rounded-xl card-shadow">
|
||
<div class="table-responsive">
|
||
<table class="table align-items-center mb-0">
|
||
<thead>
|
||
<tr>
|
||
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7">股票</th>
|
||
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7 ps-2">行业</th>
|
||
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7 ps-2">项目</th>
|
||
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7 ps-2">分类</th>
|
||
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7 ps-2">产业链</th>
|
||
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7 ps-2">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">中邮科技</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">快递物流</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">无人物流车运营平台功能</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">中邮集团</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">车辆数据来源</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">公司完善无人车运营平台功能并加大推广应用，参与制定邮政无人车相关标准，推进无人车运营服务模式的落地实施</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">湘邮科技</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">快递物流</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">北斗定位、车联网平台</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">中邮集团</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">车辆数据来源</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">实控人中邮集团；网传公司可为邮政体系无人小车提供北斗定位、车联网平台等技术支持</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">德邦股份</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">合作物流快递</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">货车16046辆</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">韵达股份(货车6800+辆)</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">申通快递(货车7412辆)、圆通速递(货车5913+辆)</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">公司完善无人车运营平台功能并加大推广应用，参与制定邮政无人车相关标准，推进无人车运营服务模式的落地实施</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">顺丰控股</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">合作物流快递</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">车辆数据来源</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">网传</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">网传纪要</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">车辆数据来源网传纪要</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">云内动力</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">物流车</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">战略合作九识智能</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">九识智能</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">公司调研</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">战略合作九识智能；无人车产品覆盖物流配送等场景，已实现小批量销售；正与中国邮政云南省分公司测试无人配送车道路应用</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">东风股份</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">物流车</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">战略合作九识智能</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">九识智能</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">公司调研</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">战略合作九识智能；公司无人驾驶产品主要聚焦于物流和环卫车型，已在襄阳市投入示范应用</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">共进股份</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">物流车</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">毫米雷达</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">九识智能</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">公开资料</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">斯达领动（共进持股8.69%、九识持股2.17%），且斯达领动为九识提供毫米雷达波</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">天准科技</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">物流车</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">无人物流车控制器</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">其他</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">搜公告</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">天准科技从无人物流车控制器相关业务逐步发展形成了无人物流车、人形机器人、人脑等业务布局，服务了菜鸟、九识、新石器、文行智远等知名无人物流车客户</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">通达电气</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">物流车</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">自动驾驶解决方案</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">其他</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">搜公告</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">公司联合商用车厂商、自动驾驶解决方案供应商开发自动驾驶小型无人物流车</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">江铃汽车</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">物流车</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">无人驾驶配送车</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">其他</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">搜互动</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">无人驾驶配送车合作文远知行；基于轻客和轻卡等完成平台化自动驾驶解决方案开发，正在同城配送和园区物流场景下开展无人物流验证</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">金龙汽车</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">物流车</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">无人物流车</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">其他</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">搜互动</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">子公司金龙联合公司按京东的业务模式为其研发定制无人驾驶物流车</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">今创集团</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">物流车</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">ROBOTAXI、环卫车</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">其他</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">公开资料公司互动</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">蘑菇车联网（公司间接参股）有ROBOTAXI、自动驾驶物流车、环卫车等</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">亚太股份</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">物流车</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">无人驾驶物流车</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">其他</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">搜互动</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">创新中心的"无人驾驶物流车"项目目前已落地且正在顺利推进中，公司提供部分产品</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">智莱科技</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">配送车</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">无人驾驶配送小车</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">格灵深瞳</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">公司互动及公告</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">公司研发涉及无人驾驶配送小车项目，已有样品，尚未形成批量销售</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">格灵深瞳</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">配送车</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">无人物流车、无人公交</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">驭势科技(持股10.54%)</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">公开资料</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">驭势科技(公司持股10.54%)拥有无人物流车、无人公交、无人卡、无人配送车、无人零售车等多种产品</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">圆通速递</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">配送车</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">智能快递管理</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">其他</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">搜互动</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">公司已经在国内多地进行试点，依托无人快递车开展智能快递管理和配送服务</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">井松智能</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">配送车</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">AGV小车</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">其他</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">搜互动</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">公司十余年来一直致力于AGV小车的创新与发展，在智能无人叉车领域表现尤为突出</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">飞力达</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">配送系统/供应链平台</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">5G+智能制造</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">中邮科技</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">搜互动</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">2020年，联合多方打造"5G+智能制造"无人化供应链协同平台，应用于空港示范区</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">科捷智能</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">技术支持</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">物流设备</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">其他</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">公开资料及网传</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">公司第二大股东顺丰；网传顺丰物流设备主要由公司完成，已经开始在物流车领域布局</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">兰剑智能</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">技术支持</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">智能物流系统</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">其他</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">搜互动</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">以智能物流机器人为核心的智能物流系统的研发销售，提供成熟有效的全流程智慧物流系统解决方案</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">恒帅股份</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">技术支持</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">智能感知清洗系统</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">其他</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">公司调研</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">智能感知清洗系统受Robotaxi及无人物流快递小车等细分场景的加速渗透</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">星网宇达</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">技术支持</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">惯导系统</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">其他</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">公司调研</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">惯导系统供应商。为美团无人配送车批量提供惯导部件</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">德邦股份</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">技术支持</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">自动驾驶牌照</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">其他</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">搜互动</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">2019年10月25日获得行业内首批无人驾驶牌照；合作飞步、华为(计算、人工智能等领域)，实现科技与快递场景融合</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">合众思壮</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">技术支持</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">GNSS板卡</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">其他</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">搜互动</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">2019年京东无人配送车有用到公司GNSS板卡和天线（2024年无合作）</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">山鹰国际</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">技术支持</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">云印技术</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">其他</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">搜互动</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">公司参股的云印技术致力于为客户提供全方位无人物流系统解决方案</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">中海达</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">技术支持</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">高精度定位</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">其他</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">搜互动</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">公司为无人物流配送提供车载高精度定位方面的产品解决方案、技术支持与服务</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">铁大科技</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">北交所</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">沪通智行</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">其他</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">公司调研</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">全资子公司沪通智行涉足自动驾驶、具身智能、机器人等多个前沿领域，通过投资以及客制化落地等，发展无人配送、自动巡检等，赋能物流配送</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">大地电气</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">北交所</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">无人物流配送车</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">其他</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">搜公告</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">公司与北京三快在线科技公司(美团)联合开发了无人驾驶物流配送车全车线束</p>
|
||
</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 菜鸟无人物流车 -->
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-4 flex items-center">
|
||
<i class="fas fa-shipping-fast text-green-500 mr-2"></i> 菜鸟无人物流车
|
||
</h3>
|
||
<div class="card bg-white rounded-xl card-shadow">
|
||
<div class="table-responsive">
|
||
<table class="table align-items-center mb-0">
|
||
<thead>
|
||
<tr>
|
||
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7">股票</th>
|
||
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7 ps-2">行业</th>
|
||
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7 ps-2">项目</th>
|
||
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7 ps-2">消息来源</th>
|
||
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7 ps-2">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">星网宇达</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">无人物流车</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">阿里无人配送车</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">网络传闻</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">公司与美团长期保持密切合作，为美团无人配送车批量提供惯导部件，网传同样为阿里提供相关部件</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">中海达</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">无人物流车</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">示范项目</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">公司公告</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">已与上汽集团、菜鸟物流、百度公司等就车辆自动驾驶等业务合作并推进产品研发和示范项目</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">山子高科</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">无人物流车</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">4级智能驾驶需求</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">网络传闻</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">与鉴智科技合作激光雷达旋转电机适配4级智能驾驶需求，为菜鸟无人车提供技术支持</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">智莱科技</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">无人物流车</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">菜鸟物流合作</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">公司互动</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">公司表示与菜鸟物流有合作</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">天准科技</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">无人物流车</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">机器视觉技术应用</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">公司互动</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">在非车领域控制器领域从2018年开始将机器视觉技术应用于无人物流车，应用于无人化货物运输、电商订单配送等</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">华鹏飞</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">无人物流车</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">仓储租赁服务</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">公司互动</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">公司为菜鸟旗下浙江心怡供应链管理有限公司提供仓储租赁服务</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">丽人丽妆</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">无人物流车</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">仓储物流合作</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">公司互动</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">与包括菜鸟、顺丰等各大主流仓储物流供应商长期合作，基于品牌、品类、客户人群分布等维度选择合适的仓储物流供应商</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">嘉诚国际</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">无人物流车</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">跨境电商物流服务</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">公司互动</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">跨境电商物流业务主要为浙江菜鸟物流等电商企业提供物流仓储服务，未来力争成为菜鸟华南区域最大的CP商</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">诺力股份</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">无人物流车</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">中鼎集成与菜鸟物流合作</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">公司互动</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">子公司中鼎集成与菜鸟物流有合作项目</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">正泰电器</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">无人物流车</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">光伏投资运营商</p>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-info"></i>
|
||
<span class="text-dark text-xs">公司互动</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs mb-0">阿里巴巴菜鸟物流园区屋顶由菜鸟分批打包统一招标两家光伏投资运营商，正泰新能源和隆基最终入围</p>
|
||
</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</div>
|
||
|
||
<script>
|
||
// Initialize particles.js
|
||
tsParticles.load("particles-js", {
|
||
particles: {
|
||
number: {
|
||
value: 30,
|
||
density: {
|
||
enable: true,
|
||
value_area: 800
|
||
}
|
||
},
|
||
color: {
|
||
value: "#3b82f6"
|
||
},
|
||
shape: {
|
||
type: "circle"
|
||
},
|
||
opacity: {
|
||
value: 0.2,
|
||
random: true
|
||
},
|
||
size: {
|
||
value: 5,
|
||
random: true
|
||
},
|
||
move: {
|
||
enable: true,
|
||
speed: 2,
|
||
direction: "none",
|
||
random: true,
|
||
straight: false,
|
||
out_mode: "out"
|
||
}
|
||
},
|
||
interactivity: {
|
||
detect_on: "canvas",
|
||
events: {
|
||
onhover: {
|
||
enable: true,
|
||
mode: "grab"
|
||
},
|
||
onclick: {
|
||
enable: true,
|
||
mode: "push"
|
||
}
|
||
}
|
||
},
|
||
retina_detect: true
|
||
});
|
||
|
||
// Add smooth scrolling
|
||
document.querySelectorAll('a[href^="#"]').forEach(anchor => {
|
||
anchor.addEventListener('click', function (e) {
|
||
e.preventDefault();
|
||
document.querySelector(this.getAttribute('href')).scrollIntoView({
|
||
behavior: 'smooth'
|
||
});
|
||
});
|
||
});
|
||
|
||
// Add animation on scroll
|
||
const observerOptions = {
|
||
root: null,
|
||
rootMargin: '0px',
|
||
threshold: 0.1
|
||
};
|
||
|
||
const observer = new IntersectionObserver((entries) => {
|
||
entries.forEach(entry => {
|
||
if (entry.isIntersecting) {
|
||
entry.target.classList.add('animate-fadeIn');
|
||
}
|
||
});
|
||
}, observerOptions);
|
||
|
||
document.querySelectorAll('.card').forEach(card => {
|
||
observer.observe(card);
|
||
});
|
||
</script>
|
||
|
||
<style>
|
||
@keyframes fadeIn {
|
||
from {
|
||
opacity: 0;
|
||
transform: translateY(20px);
|
||
}
|
||
to {
|
||
opacity: 1;
|
||
transform: translateY(0);
|
||
}
|
||
}
|
||
|
||
.animate-fadeIn {
|
||
animation: fadeIn 0.6s ease-out forwards;
|
||
}
|
||
</style>
|
||
</body>
|
||
</html>
|
||
``` |