638 lines
32 KiB
HTML
638 lines
32 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>比亚迪智驾 - 行业洞察与投资分析</title>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
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<!-- 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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<!-- DaisyUI -->
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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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<style>
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body {
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font-family: 'Inter', sans-serif;
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background-color: #f0f4f8;
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}
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.gradient-bg {
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background: linear-gradient(135deg, #1e3a8a 0%, #0f172a 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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.timeline-dot {
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width: 12px;
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height: 12px;
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background-color: #3b82f6;
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border-radius: 50%;
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position: absolute;
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left: -6px;
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top: 6px;
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}
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.timeline-line {
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position: absolute;
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left: 0;
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width: 1px;
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background-color: #e5e7eb;
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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(1.02);
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}
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.particle-bg {
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position: fixed;
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top: 0;
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left: 0;
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height: 100%;
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z-index: -1;
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}
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@keyframes float {
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0% { transform: translateY(0px); }
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50% { transform: translateY(-10px); }
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100% { transform: translateY(0px); }
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}
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.float-animation {
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animation: float 4s ease-in-out infinite;
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}
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</style>
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</head>
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<body class="bg-gray-50">
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<div id="particles-js" class="particle-bg"></div>
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- Header Section -->
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<div class="gradient-bg rounded-2xl p-8 mb-10 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-2">比亚迪智驾</h1>
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<p class="text-blue-200 text-lg">从"高端选配"到"全民标配"的行业拐点</p>
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</div>
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<div class="float-animation">
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<div class="bg-blue-500 bg-opacity-20 rounded-full p-4">
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<i class="fas fa-car text-4xl"></i>
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</div>
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</div>
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</div>
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</div>
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<!-- Timeline Section -->
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<div class="bg-white rounded-2xl p-6 mb-8 card-shadow">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-clock text-blue-500 mr-3"></i>概念事件
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</h2>
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="relative mb-6">
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<div class="timeline-dot"></div>
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<div class="bg-blue-50 rounded-lg p-4 hover-scale">
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<div class="text-blue-600 font-semibold">2025-02-06</div>
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<p class="text-gray-700">比亚迪宣布将于2月10日召开"天神之眼"智能化战略发布会，首次提出"智驾平权"。</p>
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</div>
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</div>
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<div class="relative mb-6">
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<div class="timeline-dot"></div>
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<div class="bg-blue-50 rounded-lg p-4 hover-scale">
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<div class="text-blue-600 font-semibold">2025-02-10</div>
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<p class="text-gray-700">发布会落地，发布<strong>天神之眼A/B/C</strong>三套高阶智驾方案，并宣布<strong>21款新车全系标配</strong>，价格下探至<strong>7万元级海鸥智驾版</strong>。</p>
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</div>
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</div>
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<div class="relative mb-6">
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<div class="timeline-dot"></div>
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<div class="bg-blue-50 rounded-lg p-4 hover-scale">
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<div class="text-blue-600 font-semibold">2025-03-13</div>
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<p class="text-gray-700">渠道调研显示：老库存仍需1.2个月消化，智驾版订单占比仅<strong>20%</strong>，终端价差<strong>7-9k元</strong>导致消费者观望。</p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="bg-blue-50 rounded-lg p-4 hover-scale">
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<div class="text-blue-600 font-semibold">2025-05-05</div>
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<p class="text-gray-700">比亚迪官宣宋L EV智驾版限时特惠<strong>15.48万元起</strong>，补贴后与非智驾版价差缩至<strong>"小几千"</strong>，正式开启<strong>5月智驾版全面推广</strong>。</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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<!-- Core Viewpoints -->
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<div class="bg-white rounded-2xl p-6 mb-8 card-shadow">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-lightbulb text-yellow-500 mr-3"></i>核心观点摘要
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</h2>
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<div class="bg-gradient-to-r from-blue-50 to-indigo-50 rounded-xl p-6 border-l-4 border-blue-500">
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<p class="text-gray-700 text-lg leading-relaxed">
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比亚迪以"加量不加价"的激进策略，把高阶智驾一次性打到<strong>7-20万元主流价格带</strong>，标志着行业从"高端选配"进入<strong>"全民标配"拐点</strong>；短期看<strong>库存清理+价差收敛</strong>将驱动销量脉冲，长期看<strong>数据-算法-成本</strong>飞轮一旦跑通，将重塑整车估值逻辑。
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</p>
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</div>
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</div>
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<!-- Core Logic and Market Analysis -->
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<div class="grid grid-cols-1 lg:grid-cols-3 gap-6 mb-8">
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<!-- Core Drivers -->
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<div class="bg-white rounded-2xl p-6 card-shadow">
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<h3 class="text-xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-rocket text-green-500 mr-2"></i>核心驱动力
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</h3>
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<ul class="space-y-3">
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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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<div>
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<span class="font-semibold">成本骤降</span>
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<p class="text-sm text-gray-600">纯视觉天神之眼C BOM仅<strong>4000-5000元</strong>，比行业平均<strong>8000-10000元</strong>低<strong>40-50%</strong></p>
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</div>
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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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<div>
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<span class="font-semibold">数据壁垒</span>
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<p class="text-sm text-gray-600">已售<strong>400万辆+L2级以上车型</strong>形成<strong>中国最大车云数据库</strong>，每日新增训练里程<strong>7200万公里</strong></p>
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</div>
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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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<div>
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<span class="font-semibold">政策窗口</span>
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<p class="text-sm text-gray-600">工信部L3法规预计2025H2落地，比亚迪提前卡位<strong>高速NOA标配</strong>以锁定用户心智</p>
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</div>
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</li>
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</ul>
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</div>
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<!-- Market Sentiment -->
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<div class="bg-white rounded-2xl p-6 card-shadow">
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<h3 class="text-xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-chart-line text-purple-500 mr-2"></i>市场热度与情绪
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</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-newspaper text-purple-500 mt-1 mr-2"></i>
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<div>
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<span class="font-semibold">新闻端</span>
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<p class="text-sm text-gray-600">2月6-11日"比亚迪智驾"关键词热度指数<strong>环比+480%</strong></p>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-file-alt text-purple-500 mt-1 mr-2"></i>
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<div>
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<span class="font-semibold">卖方端</span>
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<p class="text-sm text-gray-600">2月10日后<strong>15家券商</strong>连发<strong>22篇</strong>智驾产业链报告，情绪<strong>极度乐观</strong></p>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-exclamation-triangle text-yellow-500 mt-1 mr-2"></i>
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<div>
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<span class="font-semibold">分歧点</span>
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<p class="text-sm text-gray-600">市场担心<strong>毛利率下滑</strong>，但公司用<strong>规模摊销+结构升级</strong>对冲</p>
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</div>
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</li>
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</ul>
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</div>
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<!-- Expectation Gap -->
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<div class="bg-white rounded-2xl p-6 card-shadow">
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<h3 class="text-xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-balance-scale text-orange-500 mr-2"></i>预期差
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</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-arrow-up text-orange-500 mt-1 mr-2"></i>
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<div>
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<span class="font-semibold">市场共识</span>
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<p class="text-sm text-gray-600">2025年比亚迪智驾车型<strong>200万辆</strong> → <strong>卖方一致上修至300万辆</strong></p>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-gem text-orange-500 mt-1 mr-2"></i>
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<div>
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<span class="font-semibold">潜在低估</span>
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<p class="text-sm text-gray-600"><strong>CIS芯片产能</strong>已被比亚迪锁定<strong>1-2个季度</strong>，友商若跟进将<strong>缺货</strong></p>
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</div>
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</li>
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</ul>
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</div>
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</div>
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<!-- Catalysts and Future Path -->
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-6 mb-8">
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<!-- Recent Catalysts -->
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<div class="bg-white rounded-2xl p-6 card-shadow">
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<h3 class="text-xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-fire text-red-500 mr-2"></i>近期催化剂（3-6个月）
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</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-warehouse text-blue-500 mt-1 mr-2"></i>
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<div>
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<span class="font-semibold">库存出清完成</span>
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<p class="text-sm text-gray-600">3月底老库存消化<strong>80%</strong>，智驾版订单占比有望<strong>跳升至50%+</strong></p>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-map-marked-alt text-blue-500 mt-1 mr-2"></i>
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<div>
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<span class="font-semibold">城市NOA OTA</span>
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<p class="text-sm text-gray-600">天神之眼C计划<strong>2025年底推送城市记忆领航</strong>，功能落地将验证<strong>纯视觉上限</strong></p>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-microchip text-blue-500 mt-1 mr-2"></i>
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<div>
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<span class="font-semibold">供应链瓶颈</span>
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<p class="text-sm text-gray-600">CIS、激光雷达若出现<strong>缺货涨价</strong>，将反向验证比亚迪<strong>锁价锁量</strong>优势</p>
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</div>
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</li>
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</ul>
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</div>
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<!-- Long-term Path -->
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<div class="bg-white rounded-2xl p-6 card-shadow">
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<h3 class="text-xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-road text-indigo-500 mr-2"></i>长期路径（2025E-2027E）
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</h3>
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<div class="space-y-4">
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<div class="bg-indigo-50 rounded-lg p-4">
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<div class="font-semibold text-indigo-700">2025E</div>
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<p class="text-sm text-gray-700">比亚迪销量<strong>520万辆</strong>，智驾版<strong>300万辆</strong>（渗透率<strong>58%</strong>），带动行业<strong>L2+渗透率</strong>从<strong>10%→30%</strong></p>
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</div>
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<div class="bg-indigo-50 rounded-lg p-4">
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<div class="font-semibold text-indigo-700">2026E</div>
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<p class="text-sm text-gray-700">自研<strong>80TOPS芯片</strong>上车，成本再降<strong>20%</strong>，智驾下探至<strong>5万元级</strong>微型车</p>
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</div>
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<div class="bg-indigo-50 rounded-lg p-4">
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<div class="font-semibold text-indigo-700">2027E</div>
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<p class="text-sm text-gray-700">数据闭环成熟，比亚迪<strong>Robotaxi</strong>与<strong>整车软件订阅</strong>打开<strong>第二增长曲线</strong></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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<!-- Industry Chain and Core Companies -->
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<div class="bg-white rounded-2xl p-6 mb-8 card-shadow">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-sitemap text-teal-500 mr-3"></i>产业链与核心公司深度剖析
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</h2>
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<!-- Industry Chain Map -->
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<div class="mb-8">
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<h3 class="text-xl font-semibold text-gray-700 mb-4">产业链图谱</h3>
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<div class="flex flex-col md:flex-row justify-between items-center bg-gray-50 rounded-xl p-6">
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<div class="text-center mb-4 md:mb-0">
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<div class="bg-blue-100 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
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<i class="fas fa-eye text-blue-600 text-xl"></i>
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</div>
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<div class="font-semibold text-gray-700">上游感知</div>
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<div class="text-sm text-gray-600">摄像头、激光雷达、毫米波</div>
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</div>
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<div class="text-center mb-4 md:mb-0">
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<i class="fas fa-arrow-right text-gray-400 text-2xl"></i>
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</div>
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<div class="text-center mb-4 md:mb-0">
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<div class="bg-green-100 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
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<i class="fas fa-brain text-green-600 text-xl"></i>
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</div>
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<div class="font-semibold text-gray-700">中游决策</div>
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<div class="text-sm text-gray-600">芯片、域控</div>
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</div>
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<div class="text-center mb-4 md:mb-0">
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<i class="fas fa-arrow-right text-gray-400 text-2xl"></i>
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</div>
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<div class="text-center">
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<div class="bg-purple-100 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
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<i class="fas fa-cogs text-purple-600 text-xl"></i>
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</div>
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<div class="font-semibold text-gray-700">下游执行</div>
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<div class="text-sm text-gray-600">线控制动、空悬</div>
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</div>
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</div>
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</div>
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<!-- Core Players Comparison -->
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<div class="mb-8">
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<h3 class="text-xl font-semibold text-gray-700 mb-4">核心玩家对比</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-white border border-gray-200 rounded-lg">
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<thead>
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<tr class="bg-gray-50">
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<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">公司</th>
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<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">角色</th>
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<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">2025E弹性</th>
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<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">逻辑验证点</th>
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<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">风险点</th>
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</tr>
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</thead>
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<tbody>
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<tr class="hover:bg-gray-50">
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<td class="py-3 px-4 text-sm font-medium text-gray-900 border-b">比亚迪</td>
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<td class="py-3 px-4 text-sm text-gray-700 border-b">整车龙头</td>
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<td class="py-3 px-4 text-sm text-gray-700 border-b">销量+ASP</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">智驾版订单占比、单车净利能否稳住</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">价格战超预期</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900 border-b">地平线</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">芯片供应商</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">出货量</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">J6M在DiPilot100的<strong>70%份额</strong></td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">英伟达Orin-Y低价冲击</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900 border-b">速腾聚创</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">激光雷达</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">收入翻倍</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">比亚迪<strong>80%份额</strong> + 行业缺货</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">纯视觉路线削弱激光需求</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900 border-b">比亚迪电子</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">域控+热管理</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">单车价值<strong>1万元→2万元</strong></td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">母公司订单锁定、毛利率修复</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">消费电子拖累整体盈利</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Verification and Falsification -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4">验证与证伪</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-green-50 rounded-lg p-5 border-l-4 border-green-500">
|
||
<div class="font-semibold text-green-700 mb-2 flex items-center">
|
||
<i class="fas fa-check-circle mr-2"></i>验证
|
||
</div>
|
||
<p class="text-gray-700">3月渠道调研显示<strong>比亚迪电子域控</strong>已获<strong>70亿元订单</strong>，与卖方预测<strong>2025E 80亿元</strong>基本吻合。</p>
|
||
</div>
|
||
<div class="bg-red-50 rounded-lg p-5 border-l-4 border-red-500">
|
||
<div class="font-semibold text-red-700 mb-2 flex items-center">
|
||
<i class="fas fa-times-circle mr-2"></i>证伪
|
||
</div>
|
||
<p class="text-gray-700">部分研报称<strong>"激光雷达成本降至千元"</strong>，但路演纪要指出<strong>速腾单颗仍1500-2500元</strong>，成本下降<strong>慢于预期</strong>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Risks and Challenges -->
|
||
<div class="bg-white rounded-2xl p-6 mb-8 card-shadow">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-red-500 mr-3"></i>潜在风险与挑战
|
||
</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-red-50 rounded-xl p-5">
|
||
<div class="font-semibold text-red-700 mb-2 flex items-center">
|
||
<i class="fas fa-microchip mr-2"></i>技术风险
|
||
</div>
|
||
<p class="text-gray-700">纯视觉城市NOA<strong>长尾场景</strong>（施工路段、极端天气）能否通过数据迭代解决？</p>
|
||
</div>
|
||
<div class="bg-red-50 rounded-xl p-5">
|
||
<div class="font-semibold text-red-700 mb-2 flex items-center">
|
||
<i class="fas fa-chart-line mr-2"></i>商业化风险
|
||
</div>
|
||
<p class="text-gray-700">若<strong>智驾选装率<30%</strong>，固定成本摊销压力将侵蚀利润。</p>
|
||
</div>
|
||
<div class="bg-red-50 rounded-xl p-5">
|
||
<div class="font-semibold text-red-700 mb-2 flex items-center">
|
||
<i class="fas fa-gavel mr-2"></i>政策风险
|
||
</div>
|
||
<p class="text-gray-700">L3法规若<strong>延迟落地</strong>，高速NOA无法升级为<strong>脱手功能</strong>，用户付费意愿下降。</p>
|
||
</div>
|
||
<div class="bg-red-50 rounded-xl p-5">
|
||
<div class="font-semibold text-red-700 mb-2 flex items-center">
|
||
<i class="fas fa-info-circle mr-2"></i>信息矛盾
|
||
</div>
|
||
<p class="text-gray-700">东吴路演称<strong>"2025年高阶智驾渗透率13.4%"</strong>，而中信建投路演给出<strong>"30%+"</strong>，差异源于<strong>统计口径</strong>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Conclusion and Investment Implications -->
|
||
<div class="bg-white rounded-2xl p-6 mb-8 card-shadow">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-trophy text-yellow-500 mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-3">阶段判断</h3>
|
||
<div class="bg-blue-50 rounded-xl p-5">
|
||
<p class="text-gray-700">已从<strong>主题催化</strong>（2月发布会）进入<strong>基本面验证</strong>（订单、毛利、OTA功能）。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-3">最具价值环节</h3>
|
||
<div class="space-y-4">
|
||
<div class="flex items-start">
|
||
<div class="bg-yellow-100 rounded-full w-8 h-8 flex items-center justify-center mr-3 mt-1">
|
||
<span class="font-bold text-yellow-700">1</span>
|
||
</div>
|
||
<div>
|
||
<div class="font-semibold text-gray-800">整车</div>
|
||
<p class="text-gray-700">比亚迪（<strong>销量+软件订阅</strong>双击）</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-yellow-100 rounded-full w-8 h-8 flex items-center justify-center mr-3 mt-1">
|
||
<span class="font-bold text-yellow-700">2</span>
|
||
</div>
|
||
<div>
|
||
<div class="font-semibold text-gray-800">芯片</div>
|
||
<p class="text-gray-700">地平线（<strong>国产替代+比亚迪放量</strong>）</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-yellow-100 rounded-full w-8 h-8 flex items-center justify-center mr-3 mt-1">
|
||
<span class="font-bold text-yellow-700">3</span>
|
||
</div>
|
||
<div>
|
||
<div class="font-semibold text-gray-800">激光雷达</div>
|
||
<p class="text-gray-700">速腾聚创（<strong>短期缺货涨价</strong>）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-3">关键跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-indigo-50 rounded-lg p-4">
|
||
<div class="font-semibold text-indigo-700 mb-1">月度智驾版订单占比</div>
|
||
<div class="text-sm text-gray-600">目标>50%</div>
|
||
</div>
|
||
<div class="bg-indigo-50 rounded-lg p-4">
|
||
<div class="font-semibold text-indigo-700 mb-1">单车净利</div>
|
||
<div class="text-sm text-gray-600">能否维持<strong>11000元</strong></div>
|
||
</div>
|
||
<div class="bg-indigo-50 rounded-lg p-4">
|
||
<div class="font-semibold text-indigo-700 mb-1">城市NOA推送后的事故率</div>
|
||
<div class="text-sm text-gray-600">决定用户口碑与二次付费</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Related Stocks Table -->
|
||
<div class="bg-white rounded-2xl p-6 card-shadow">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-table text-blue-500 mr-3"></i>关联股票数据
|
||
</h2>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
|
||
<thead>
|
||
<tr class="bg-gray-50">
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">股票名称</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">行业</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">项目</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">分类</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">产业链</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900 border-b">比亚迪</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">汽车行业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">DiPilot智能驾驶系统</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">L2级辅助驾驶、高速NOA、高阶自动驾驶</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">智驾芯片（地平线、瑞萨、英伟达）、算法（地平线、博世、Momenta）、域控（比亚迪电子、地平线、华为）</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">图中展示比亚迪DiPilot系统全系布局及软硬件供应链</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900 border-b">地平线</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">半导体</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">DiPilot 100及以下智驾芯片</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">AI芯片供应商</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">智驾芯片、算法、域控</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">图中显示地平线J2/J3芯片用于DiPilot 100及以下系统</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900 border-b">瑞萨</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">半导体</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">DiPilot 100及以下智驾芯片</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">MCU芯片供应商</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">智驾芯片</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">图中显示瑞萨芯片用于DiPilot 100及以下系统</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900 border-b">英伟达</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">半导体</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">DiPilot 300及以上智驾芯片</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">AI芯片供应商</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">智驾芯片</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">图中显示英伟达Orin X/Thor芯片用于DiPilot 300及以上系统</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900 border-b">华为</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">科技</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">DiPilot 300及以上智驾系统</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">激光雷达、算法、域控供应商</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">激光雷达、智驾算法、域控</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">图中显示华为参与DiPilot 300及以上激光雷达和算法开发</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900 border-b">速腾聚创</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">激光雷达</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">DiPilot 300及以上激光雷达</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">激光雷达供应商</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">激光雷达</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">图中显示速腾聚创为DiPilot 300及以上提供激光雷达</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900 border-b">Momenta</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">人工智能</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">DiPilot 300及以上智驾算法</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">算法供应商</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">智驾算法</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">图中显示Momenta为DiPilot 300及以上提供算法支持</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900 border-b">博世</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">汽车零部件</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">DiPilot 100及以下智驾算法</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">算法供应商</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">智驾算法</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">图中显示博世为DiPilot 100及以下提供算法支持</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900 border-b">欣锐科技</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">新能源汽车零部件</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">车载电源</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">供应商</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">上游供应商</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">为比亚迪提供车载电源产品</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium text-gray-900 border-b">德赛西威</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">汽车电子</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">智能驾驶系统</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">-</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">比亚迪新能源车产业链</td>
|
||
<td class="py-3 px-4 text-sm text-gray-700 border-b">比亚迪智能驾驶系统供应商</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||
<script>
|
||
// Initialize particles
|
||
tsParticles.load("particles-js", {
|
||
particles: {
|
||
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|
||
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|
||
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|
||
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|
||
value_area: 800
|
||
}
|
||
},
|
||
color: {
|
||
value: "#3b82f6"
|
||
},
|
||
shape: {
|
||
type: "circle"
|
||
},
|
||
opacity: {
|
||
value: 0.1,
|
||
random: true
|
||
},
|
||
size: {
|
||
value: 3,
|
||
random: true
|
||
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|
||
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|
||
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|
||
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|
||
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|
||
random: true,
|
||
straight: false,
|
||
out_mode: "out"
|
||
}
|
||
},
|
||
interactivity: {
|
||
events: {
|
||
onhover: {
|
||
enable: true,
|
||
mode: "grab"
|
||
}
|
||
}
|
||
}
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |