526 lines
38 KiB
HTML
526 lines
38 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>AI投研报告：自动驾驶</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&display=swap');
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body {
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font-family: 'Inter', sans-serif;
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background-color: #020010;
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overflow-x: hidden;
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}
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.glass-card {
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background: rgba(20, 20, 50, 0.2);
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backdrop-filter: blur(25px);
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-webkit-backdrop-filter: blur(25px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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border-radius: 1.5rem; /* 24px */
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box-shadow: 0 8px 32px 0 rgba(0, 0, 0, 0.37);
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}
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.bento-grid {
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display: grid;
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gap: 1.5rem;
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grid-template-columns: repeat(12, 1fr);
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}
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.glow-text {
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text-shadow: 0 0 8px rgba(59, 130, 246, 0.6), 0 0 20px rgba(59, 130, 246, 0.4);
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.title-line {
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position: relative;
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padding-bottom: 0.75rem;
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.title-line::after {
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content: '';
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position: absolute;
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bottom: 0;
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left: 0;
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width: 50px;
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height: 3px;
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background: linear-gradient(90deg, #3B82F6, #818CF8);
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border-radius: 999px;
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}
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.background-glow {
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position: fixed;
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top: 50%;
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left: 50%;
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width: 1200px;
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height: 1200px;
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background: radial-gradient(circle, rgba(29, 78, 216, 0.2) 0%, rgba(29, 78, 216, 0) 60%);
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transform: translate(-50%, -50%);
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z-index: -1;
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pointer-events: none;
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animation: pulse 15s infinite alternate;
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@keyframes pulse {
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0% { transform: translate(-50%, -50%) scale(0.8); opacity: 0.7; }
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100% { transform: translate(-50%, -50%) scale(1.2); opacity: 1; }
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}
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.table thead th {
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background-color: rgba(59, 130, 246, 0.1);
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color: #A5B4FC;
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font-weight: 600;
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}
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.table tbody tr:hover {
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background-color: rgba(59, 130, 246, 0.08);
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}
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details > summary {
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list-style: none;
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}
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details > summary::-webkit-details-marker {
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display: none;
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}
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</style>
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</head>
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<body class="text-gray-300 min-h-screen">
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<div class="background-glow"></div>
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<div class="max-w-7xl mx-auto p-4 sm:p-6 lg:p-8">
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<!-- Header -->
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<header class="text-center py-8">
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<p class="text-sm text-gray-500">北京价值前沿科技有限公司 AI投研agent：“价小前投研” 呈现</p>
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<h1 class="text-5xl md:text-6xl font-bold text-white my-4 glow-text">自动驾驶</h1>
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<p class="max-w-3xl mx-auto text-gray-400">从辅助驾驶到完全无人，AI大模型驱动的智能化下半场已至拐点。</p>
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<p class="text-xs text-red-400 mt-2">本报告为AI合成数据，投资需谨慎。</p>
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</header>
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<!-- Core Insight Section -->
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<main class="space-y-12">
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<!-- Bento Grid Summary -->
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<section class="bento-grid">
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<div class="col-span-12 lg:col-span-8 p-6 glass-card">
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<h2 class="text-2xl font-bold text-white mb-4 title-line">核心观点摘要</h2>
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<p class="text-gray-300 leading-relaxed">自动驾驶正处在从L2+高级辅助驾驶向L3/L4高级别自动驾驶过渡的关键拐点。其核心驱动力已从单一的硬件堆砌，转变为由<strong class="text-blue-300">“AI大模型技术突破”</strong>与<strong class="text-indigo-300">“商业化路径（尤其是Robotaxi）明确”</strong>共同构成的双轮驱动。未来潜力巨大，但短期内，软件算法的数据闭环能力和支撑高级别冗余的<strong class="text-purple-300">线控底盘</strong>等核心硬件的成熟度，将成为决定竞争格局的关键胜负手。</p>
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</div>
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<div class="col-span-12 lg:col-span-4 p-6 glass-card flex flex-col justify-center">
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<h3 class="text-lg font-semibold text-white mb-2">行业关键年份</h3>
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<div class="space-y-2">
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<div class="flex items-center space-x-2">
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<span class="badge badge-info badge-outline">2024年</span>
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<span class="text-sm">L3元年 / Robotaxi经济性显现</span>
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</div>
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<div class="flex items-center space-x-2">
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<span class="badge badge-primary badge-outline">2025年</span>
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<span class="text-sm">Robotaxi量产元年 (预期)</span>
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</div>
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<div class="flex items-center space-x-2">
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<span class="badge badge-secondary badge-outline">2026年</span>
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<span class="text-sm">高速L3规模商用 (预期)</span>
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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 & Market Perception -->
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<section class="glass-card p-6" x-data="{ activeTab: 'logic' }">
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<div class="tabs tabs-boxed bg-black/20 mb-6">
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<a class="tab" :class="{'tab-active': activeTab === 'logic'}" @click="activeTab = 'logic'">核心逻辑与市场认知</a>
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<a class="tab" :class="{'tab-active': activeTab === 'expectation'}" @click="activeTab = 'expectation'">预期差分析</a>
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</div>
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<div x-show="activeTab === 'logic'">
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<h3 class="text-xl font-bold text-white mb-4">核心驱动力</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="p-4 bg-black/20 rounded-xl border border-gray-700">
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<h4 class="font-semibold text-blue-300">1. 技术范式革命 (根本驱动)</h4>
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<p class="text-sm mt-2">端到端AI大模型是核心。特斯拉FSD V12用神经网络替代超30万行C++代码，实现信息无损传递，从“规则驱动”转向“数据驱动”，极大加速算法迭代与场景泛化能力。</p>
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</div>
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<div class="p-4 bg-black/20 rounded-xl border border-gray-700">
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<h4 class="font-semibold text-indigo-300">2. 政策法规“开绿灯” (关键保障)</h4>
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<p class="text-sm mt-2">从中央L3/L4准入试点到地方立法先行（如北京），政策确定性为商业化落地提供法律基础。全国已有51城出台支持政策，开放测试道路3.2万公里。</p>
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</div>
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<div class="p-4 bg-black/20 rounded-xl border border-gray-700">
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<h4 class="font-semibold text-purple-300">3. 商业化经济性显现 (商业驱动)</h4>
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<p class="text-sm mt-2">Robotaxi和无人配送初步具备经济性。百度萝卜快跑第六代车型成本降至20.46万元，Waymo在旧金山实现盈亏平衡，成本快速下降使大规模商业化成为可能。</p>
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</div>
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</div>
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</div>
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<div x-show="activeTab === 'expectation'">
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<h3 class="text-xl font-bold text-white mb-4">市场预期差</h3>
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<ul class="space-y-4">
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<li>
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<p><strong class="text-amber-300">“完全无人”的预期差：</strong>市场对Robotaxi的“无人化”预期过高。领先的百度萝卜快跑综合人车比仍接近1:1.5（含云端远程接管），距离真正无人运营尚有距离。</p>
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</li>
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<li>
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<p><strong class="text-teal-300">软件光环下的硬件“隐形冠军”：</strong>市场关注算法迭代，但忽略了实现L3+的物理基础——硬件冗余。<strong class="font-bold">线控底盘（转向、制动）</strong>是实现车辆完全控制的必要条件，其增量价值可能被市场低估。</p>
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</li>
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<li>
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<p><strong class="text-rose-300">数据壁垒的真实性：</strong>特斯拉13亿英里的里程数据是壁垒，但迭代速度受限于“接管案例稀缺”。同时，国内厂商（理想月智驾里程超1.5亿公里）正通过城市NOA快速积累本土化数据，有望追赶。</p>
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</li>
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</ul>
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</div>
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</section>
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<!-- Catalysts & Future Path -->
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<section class="glass-card p-6">
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<h2 class="text-2xl font-bold text-white mb-6 title-line">关键催化剂与未来发展路径</h2>
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-8 items-start">
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<div>
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<h3 class="text-xl font-semibold text-white mb-4">近期催化剂 (未来3-6个月)</h3>
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<ul class="space-y-4">
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<li class="flex items-start">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-green-400 mr-3 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z" /></svg>
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<div>
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<h4 class="font-semibold">国内首批L3级牌照发放</h4>
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<p class="text-sm text-gray-400">预计3-5家车企有望获正式L3牌照，是政策落地的标志性事件。</p>
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</div>
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</li>
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<li class="flex items-start">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-blue-400 mr-3 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 10V3L4 14h7v7l9-11h-7z" /></svg>
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<div>
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<h4 class="font-semibold">特斯拉FSD入华实质性进展</h4>
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<p class="text-sm text-gray-400">FSD中国版若正式推送，将形成“鲶鱼效应”，加速国内行业竞争。</p>
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</div>
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</li>
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<li class="flex items-start">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-yellow-400 mr-3 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 7h8m0 0v8m0-8l-8 8-4-4-6 6" /></svg>
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<div>
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<h4 class="font-semibold">城市NOA价格下探</h4>
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<p class="text-sm text-gray-400">高阶智驾功能向20万元以下甚至10万级车型覆盖，将引爆新一轮渗透率增长。</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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<h3 class="text-xl font-semibold text-white mb-4">长期发展路径</h3>
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<div id="timeline-chart" class="w-full h-80"></div>
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</div>
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</div>
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</section>
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<!-- Evidence Section -->
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<section class="glass-card p-6" x-data="{ open: false }">
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<details class="group">
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<summary class="flex justify-between items-center font-medium cursor-pointer list-none">
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<h2 class="text-2xl font-bold text-white title-line">核心数据与信息支撑 (新闻/路演/研报摘要)</h2>
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<span class="transition group-open:rotate-180">
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<svg fill="none" height="24" shape-rendering="geometricPrecision" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" viewBox="0 0 24 24" width="24"><path d="M6 9l6 6 6-6"></path></svg>
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</span>
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</summary>
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<div class="mt-6 space-y-6">
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<!-- News -->
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<div class="collapse collapse-plus bg-black/20 border border-gray-700">
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<input type="checkbox" />
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<div class="collapse-title text-xl font-medium text-blue-300">新闻数据摘要</div>
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<div class="collapse-content">
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<ul class="list-disc pl-5 space-y-2 text-sm">
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<li><strong>政策法规:</strong> 北京通过《自动驾驶汽车条例》，2025年4月1日施行，新增“个人乘用车出行”场景；规划3000平方公里示范区。全国51城出台支持政策，已发测试号牌1.6万张。</li>
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<li><strong>商业化运营:</strong> 广州开通全国首个全天时全天候Robotaxi服务，联结机场高铁站。深圳开通首条自动驾驶公交线。滴滴、百度自动驾驶出海中东。菜鸟无人车目标明年交付12000台。</li>
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<li><strong>事故调查:</strong> 亚马逊Zoox因软件问题召回270辆车；特斯拉Robotaxi在奥斯汀首秀期间涉嫌违规接受联邦调查。</li>
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<li><strong>技术预测:</strong> 华为预测2026年高速L3将规模商用。产业反馈今年将是L3元年，3-5家车企有望获正式牌照。L3硬件架构趋向多激光雷达+线控冗余。</li>
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</ul>
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</div>
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</div>
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<!-- Roadshows -->
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<div class="collapse collapse-plus bg-black/20 border border-gray-700">
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<input type="checkbox" />
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<div class="collapse-title text-xl font-medium text-indigo-300">路演数据摘要</div>
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<div class="collapse-content">
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<ul class="list-disc pl-5 space-y-2 text-sm">
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<li><strong>技术路线:</strong> 端到端大模型成为共识。特斯拉FSD V12.4接管里程提升5-10倍；华为ADS 3.0、小鹏NGP等跟进端到端架构。世界模型被视为L4到L5跃迁关键。</li>
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<li><strong>Robotaxi进展:</strong> 百度萝卜快跑在武汉覆盖3000平方公里，Q2订单预计破120万单，第六代车成本降至20万以下。特斯拉发布CyberCab，2026年量产，目标每英里成本30-40美分。</li>
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<li><strong>硬件核心:</strong> 英伟达Thor芯片2025年量产，支持三域融合，比亚迪、小鹏等将采用。L3以上自动驾驶对<strong class="text-purple-300">线控底盘（转向/制动）</strong>的需求成为刚性增量。</li>
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<li><strong>FSD入华:</strong> 特斯拉已在上海南汇新城启动约10台车FSD测试，受益于数据跨境传输政策松绑，将对国内市场形成“鲶鱼效应”。</li>
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</ul>
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</div>
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</div>
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<!-- Research Reports -->
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<div class="collapse collapse-plus bg-black/20 border border-gray-700">
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<input type="checkbox" />
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<div class="collapse-title text-xl font-medium text-purple-300">研报数据摘要</div>
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<div class="collapse-content">
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<ul class="list-disc pl-5 space-y-2 text-sm">
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<li><strong>市场规模与渗透率:</strong> 2023年中国自动驾驶市场规模超3300亿元。L2渗透率达51%，预计2025年NOA渗透率超17%。高阶智驾（双Orin-X级）渗透率2025年有望超10%，迎来加速拐点。</li>
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<li><strong>技术趋势:</strong> 端到端（E2E）是2024年主线，简化开发，加快迭代。下一步是引入大语言模型（LLM）的认知智能。</li>
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<li><strong>商业化进程:</strong> Robotaxi行业发展需要“车企+自动驾驶公司+平台商”三方合力。百度萝卜快跑计划2024年内实现收支平衡。特斯拉Cybercab单车成本有望降至3万美元以下。</li>
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<li><strong>政策标准:</strong> 国家层面发布L3/L4准入试点通知，9个联合体进入。地方层面，北京、上海等20余城开放商业化运营。</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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</details>
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</section>
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<!-- Industry Chain & Core Companies -->
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<section class="glass-card p-6">
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<h2 class="text-2xl font-bold text-white mb-6 title-line">产业链与核心公司深度剖析</h2>
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<div class="space-y-8">
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<!-- Industry Chain Map -->
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<div>
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<h3 class="text-xl font-semibold text-white mb-4">产业链图谱</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4 text-center">
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<div class="p-4 bg-black/20 rounded-xl border border-blue-500">
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<h4 class="font-bold text-blue-300">上游：核心软硬件</h4>
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<p class="text-sm mt-2"><strong>感知层:</strong> 摄像头, 激光雷达<br><strong>决策层:</strong> AI芯片, 高精地图, 域控制器<br><strong>执行层 (核心增量):</strong> <span class="text-yellow-300 font-bold">线控底盘 (制动/转向/悬架)</span></p>
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</div>
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<div class="p-4 bg-black/20 rounded-xl border border-indigo-500">
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<h4 class="font-bold text-indigo-300">中游：整车与方案商</h4>
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<p class="text-sm mt-2"><strong>整车厂:</strong> 特斯拉, 百度, 华为系, 小鹏等<br><strong>解决方案商:</strong> 百度Apollo, 小马智行, Momenta</p>
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||
</div>
|
||
<div class="p-4 bg-black/20 rounded-xl border border-purple-500">
|
||
<h4 class="font-bold text-purple-300">下游：运营与服务</h4>
|
||
<p class="text-sm mt-2"><strong>出行服务 (Robotaxi):</strong> 萝卜快跑, 滴滴<br><strong>无人配送/特种作业:</strong> 菜鸟, 经纬恒润(港口)<br><strong>车路协同:</strong> 金溢科技, 万集科技</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<!-- Core Player Comparison -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-white mb-4">核心玩家对比</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<div class="p-4 bg-black/20 rounded-xl">
|
||
<h4 class="text-lg font-bold">特斯拉</h4>
|
||
<p class="text-sm text-gray-400 mb-2">技术引领者 & 模式颠覆者</p>
|
||
<p class="text-sm"><strong class="text-green-400">优势:</strong> 端到端算法、影子模式数据、品牌力。旨在构建庞大运力网络。<br><strong class="text-red-400">风险:</strong> 纯视觉路线可靠性、中国市场合规挑战。</p>
|
||
</div>
|
||
<div class="p-4 bg-black/20 rounded-xl">
|
||
<h4 class="text-lg font-bold">百度 (萝卜快跑)</h4>
|
||
<p class="text-sm text-gray-400 mb-2">L4级Robotaxi运营先行者</p>
|
||
<p class="text-sm"><strong class="text-green-400">优势:</strong> 国内最丰富运营经验、最长测试里程、政府关系密切。<br><strong class="text-red-400">风险:</strong> 重资产运营模式、依赖高精地图限制扩张速度。</p>
|
||
</div>
|
||
<div class="p-4 bg-black/20 rounded-xl">
|
||
<h4 class="text-lg font-bold">华为</h4>
|
||
<p class="text-sm text-gray-400 mb-2">全栈技术赋能者</p>
|
||
<p class="text-sm"><strong class="text-green-400">优势:</strong> 全栈解决方案、与车企深度绑定、商业落地快。<br><strong class="text-red-400">风险:</strong> “不造车”模式下如何平衡多方利益，构建统一数据闭环。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Risks & Challenges -->
|
||
<section class="glass-card p-6">
|
||
<h2 class="text-2xl font-bold text-white mb-6 title-line">潜在风险与挑战</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6 text-sm">
|
||
<div class="p-4 bg-red-900/20 border border-red-500/50 rounded-lg">
|
||
<h4 class="font-semibold text-red-300">技术风险</h4>
|
||
<ul class="list-disc pl-5 mt-2 space-y-1">
|
||
<li>长尾场景 (Corner Case) 解决难度大</li>
|
||
<li>端到端模型“黑箱”问题，事故定责难</li>
|
||
<li>数据安全与隐私合规挑战</li>
|
||
</ul>
|
||
</div>
|
||
<div class="p-4 bg-amber-900/20 border border-amber-500/50 rounded-lg">
|
||
<h4 class="font-semibold text-amber-300">商业化风险</h4>
|
||
<ul class="list-disc pl-5 mt-2 space-y-1">
|
||
<li>成本与盈利平衡难，前期投入巨大</li>
|
||
<li>公众接受度受事故影响波动大</li>
|
||
<li>保险与责任界定法规滞后于技术</li>
|
||
</ul>
|
||
</div>
|
||
<div class="p-4 bg-yellow-900/20 border border-yellow-500/50 rounded-lg">
|
||
<h4 class="font-semibold text-yellow-300">政策与竞争风险</h4>
|
||
<ul class="list-disc pl-5 mt-2 space-y-1">
|
||
<li>监管政策不确定性，或因安全事故收紧</li>
|
||
<li>行业内卷加剧，价格战侵蚀利润</li>
|
||
<li>技术路线尚未统一，存在押注失误风险</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Conclusion & Investment Implications -->
|
||
<section class="glass-card p-6">
|
||
<h2 class="text-2xl font-bold text-white mb-6 title-line">综合结论与投资启示</h2>
|
||
<div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-white mb-4">综合看法</h3>
|
||
<p>自动驾驶正经历从<strong class="text-yellow-400">主题炒作向基本面驱动过渡</strong>的关键阶段。</p>
|
||
<ul class="mt-4 space-y-2">
|
||
<li><strong class="text-blue-300">L2+市场 (城市NOA):</strong> 已进入基本面驱动阶段，竞争焦点是用户体验、成本和数据闭环效率。</li>
|
||
<li><strong class="text-indigo-300">L4级市场 (Robotaxi):</strong> 仍带有浓厚主题投资色彩，但商业化时间表和经济性正逐步验证其基本面。</li>
|
||
</ul>
|
||
<h3 class="text-xl font-semibold text-white mt-8 mb-4">最具投资价值的细分环节</h3>
|
||
<ol class="list-decimal list-inside space-y-2 font-semibold">
|
||
<li><span class="text-purple-300">线控底盘执行器:</span> L3+确定性增量，安全刚需，不依赖特定技术路线。</li>
|
||
<li><span class="text-teal-300">域控制器与Tier1:</span> 汽车架构集中化趋势下的产业链中枢。</li>
|
||
<li><span class="text-lime-300">特定场景解决方案商:</span> 港口、矿山等封闭场景可能更早实现商业闭环。</li>
|
||
</ol>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-white mb-4">需重点跟踪和验证的关键指标</h3>
|
||
<div class="space-y-4">
|
||
<div class="p-4 bg-black/20 rounded-lg">
|
||
<h4 class="font-semibold">C端渗透率指标</h4>
|
||
<p class="text-sm text-gray-400">城市NOA在20万以下车型的渗透率 & 用户月活率 (MAU)。</p>
|
||
</div>
|
||
<div class="p-4 bg-black/20 rounded-lg">
|
||
<h4 class="font-semibold">Robotaxi运营效率指标</h4>
|
||
<p class="text-sm text-gray-400">MPHD (每次干预行驶里程)、单车日均订单、每公里运营成本。</p>
|
||
</div>
|
||
<div class="p-4 bg-black/20 rounded-lg">
|
||
<h4 class="font-semibold">产业链订单指标</h4>
|
||
<p class="text-sm text-gray-400">线控底盘公司在手订单 & 毛利率、高算力AI芯片出货量。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data -->
|
||
<section class="glass-card p-6">
|
||
<h2 class="text-2xl font-bold text-white mb-6 title-line">产业链核心标的</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full text-sm">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>产业链环节</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>联创电子</td><td><a href="https://valuefrontier.cn/company?scode=002036" target="_blank" class="link link-hover text-blue-400">002036</a></td><td>光学镜片, 镜头组, 车载摄像头模组</td><td>感知域, 摄像头</td></tr>
|
||
<tr><td>舜宇光学</td><td></td><td>光学镜片, 镜头组</td><td>感知域, 摄像头</td></tr>
|
||
<tr><td>水晶光电</td><td><a href="https://valuefrontier.cn/company?scode=002273" target="_blank" class="link link-hover text-blue-400">002273</a></td><td>滤光片, 保护膜</td><td>感知域, 摄像头</td></tr>
|
||
<tr><td>亚太股份</td><td><a href="https://valuefrontier.cn/company?scode=002284" target="_blank" class="link link-hover text-blue-400">002284</a></td><td>毫米波雷达, 线控制动</td><td>感知域, 执行域</td></tr>
|
||
<tr><td>万集科技</td><td><a href="https://valuefrontier.cn/company?scode=300552" target="_blank" class="link link-hover text-blue-400">300552</a></td><td>激光雷达模组, 路侧设备</td><td>感知域, 车路协同</td></tr>
|
||
<tr><td>德赛西威</td><td><a href="https://valuefrontier.cn/company?scode=002920" target="_blank" class="link link-hover text-blue-400">002920</a></td><td>算力平台, 算法</td><td>决策域</td></tr>
|
||
<tr><td>经纬恒润</td><td><a href="https://valuefrontier.cn/company?scode=688326" target="_blank" class="link link-hover text-blue-400">688326</a></td><td>算力平台, 算法, 域控制器</td><td>决策域, 执行域</td></tr>
|
||
<tr><td>伯特利</td><td><a href="https://valuefrontier.cn/company?scode=603596" target="_blank" class="link link-hover text-blue-400">603596</a></td><td>线控制动</td><td>执行域, 线控底盘</td></tr>
|
||
<tr><td>浙江世宝</td><td><a href="https://valuefrontier.cn/company?scode=002703" target="_blank" class="link link-hover text-blue-400">002703</a></td><td>线控转向</td><td>执行域, 线控底盘</td></tr>
|
||
<tr><td>拓普集团</td><td><a href="https://valuefrontier.cn/company?scode=601689" target="_blank" class="link link-hover text-blue-400">601689</a></td><td>线控制动</td><td>执行域, 线控底盘</td></tr>
|
||
<tr><td>金溢科技</td><td><a href="https://valuefrontier.cn/company?scode=002869" target="_blank" class="link link-hover text-blue-400">002869</a></td><td>路侧设备</td><td>车路协同</td></tr>
|
||
<tr><td>四维图新</td><td><a href="https://valuefrontier.cn/company?scode=002405" target="_blank" class="link link-hover text-blue-400">002405</a></td><td>高精地图导航</td><td>车路协同</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Rise Analysis -->
|
||
<section class="glass-card p-6">
|
||
<h2 class="text-2xl font-bold text-white mb-6 title-line">近期异动个股分析</h2>
|
||
<div class="space-y-4">
|
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<div class="collapse collapse-arrow bg-black/20 border border-gray-700" x-data="{ open: false }" v-for="(item, index) in riseAnalysisData" :key="index">
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|
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|
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|
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|
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|
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|
||
</div>
|
||
<div class="badge badge-success" x-text="'+' + item.rise_rate + '%'"></div>
|
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|
||
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|
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<div class="collapse-content">
|
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<div class="text-sm text-gray-300" x-html="item.reason.replace(/\n/g, '<br>')"></div>
|
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|
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|
||
"reason": "<strong>核心结论:</strong> 世运电路涨停主要因特斯拉Robotaxi内测启动，公司作为其PCB核心供应商将显著受益于自动驾驶领域发展。\n\n<strong>驱动概念:</strong> PCB+新能源汽车+自动驾驶\n\n<strong>个股异动解析:</strong>\n1. <strong>消息面：</strong>特斯拉Robotaxi在得克萨斯州启动内测，预计2027年规模达百万辆。公司是特斯拉PCB核心供应商，Cybercab车型PCB价值量将达3000-5000元/车。\n2. <strong>基本面：</strong>公司主营PCB研发生产，汽车电子领域收入占比超50%。预计半年报净利润同比增长超50%。深度绑定特斯拉等头部客户，订单能见度高。"
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"stock": "建新股份", "stock_code": "300107", "rise_rate": 10.18, "trade_date": "2025-06-23",
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|
||
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|
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"stock": "豪恩汽电", "stock_code": "301488", "rise_rate": 8.22, "trade_date": "2025-09-12",
|
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color: ['#3B82F6', '#6366F1', '#8B5CF6']
|
||
}
|
||
},
|
||
dataZoom: [{ type: 'inside' }]
|
||
};
|
||
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
</script>
|
||
</body>
|
||
</html> |