682 lines
60 KiB
HTML
682 lines
60 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>人形机器产业链 深度研究报告</title>
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.bento-item-4 { grid-column: span 12; grid-row: span 2; } /* Detailed Analysis */
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.bento-item-6 { grid-column: span 12; } /* Supporting Data Tabs */
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.bento-item-7 { grid-column: span 12; } /* Stock Tables */
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<body class="text-gray-300 min-h-screen p-4 sm:p-6 lg:p-8">
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<div class="max-w-screen-2xl mx-auto space-y-8">
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<!-- Header -->
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<header class="text-center py-6 bento-item-1">
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<h1 class="font-orbitron text-4xl sm:text-5xl lg:text-6xl font-bold glowing-text text-white tracking-widest">
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人形机器产业链
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</h1>
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<p class="mt-4 text-lg text-blue-300">深度研究报告</p>
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<p class="text-xs text-gray-500 mt-6 max-w-2xl mx-auto">
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北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现，本报告为AI合成数据，投资需谨慎。
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</p>
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</header>
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<main class="bento-grid">
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<!-- Insight Core Logic -->
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<div class="glass-card p-6 lg:p-8 bento-item-2 glowing-border flex flex-col">
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<h2 class="font-orbitron text-2xl font-bold text-cyan-300 glowing-text mb-4">核心观点摘要</h2>
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<p class="text-base leading-relaxed">
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人形机器人产业正处于从“0到1”的商业化爆发前夜，其核心驱动力已从单一的技术叙事演变为<strong class="text-green-400">“AI大脑（大模型）”</strong>与<strong class="text-green-400">“国产化机体（核心零部件降本）”</strong>的双轮驱动。当前市场情绪高涨，但产业正从主题投资向成长投资框架过渡，未来潜力巨大，真正的价值将体现在具备<strong class="text-purple-400">核心技术壁垒、已获订单验证、并深度绑定头部主机厂</strong>的产业链环节。
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</p>
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<div class="divider before:bg-blue-900 after:bg-blue-900"></div>
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<h3 class="font-orbitron text-xl font-bold text-cyan-400 mb-3">核心驱动力与预期差</h3>
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<ul class="space-y-4 text-sm flex-grow">
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<li class="flex items-start">
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<svg class="w-5 h-5 text-green-400 mr-3 mt-1 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 3v2m6-2v2M9 19v2m6-2v2M5 9H3m2 6H3m18-6h-2m2 6h-2M12 6V3m0 18v-3M5.636 5.636l-1.414-1.414M19.778 19.778l-1.414-1.414M18.364 5.636l1.414-1.414M4.222 19.778l1.414-1.414"></path></svg>
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<div>
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<strong class="text-green-300">技术突破（“灵魂”注入）:</strong> AI大模型为机器人注入理解、推理和泛化能力，是本轮浪潮的根本驱动力。Figure与OpenAI的分合、国内厂商自研大模型，均印证AI是竞争制高点。
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</div>
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</li>
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<li class="flex items-start">
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<svg class="w-5 h-5 text-green-400 mr-3 mt-1 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 10V3L4 14h7v7l9-11h-7z"></path></svg>
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<div>
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<strong class="text-green-300">成本下降（“肉身”可造）:</strong> 以特斯拉<strong class="text-yellow-300">1万美元</strong>成本为锚，核心零部件国产化是降本关键。尼得科对国产供应链的开放态度带来历史性机遇。
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</div>
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</li>
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<li class="flex items-start">
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<svg class="w-5 h-5 text-red-400 mr-3 mt-1 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 8v4l3 3m6-3a9 9 0 11-18 0 9 9 0 0118 0z"></path></svg>
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<div>
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<strong class="text-red-300">【高估风险】量产预期过热:</strong> 特斯拉工厂部署量低于预期，表明规模化应用的复杂性被市场低估，对<strong class="text-yellow-300">2025年1万台</strong>目标的线性外推存在风险。
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</div>
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</li>
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<li class="flex items-start">
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<svg class="w-5 h-5 text-blue-400 mr-3 mt-1 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 7h8m0 0v8m0-8l-8 8-4-4-6 6"></path></svg>
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<div>
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<strong class="text-blue-300">【低估机会】国内商业化加速:</strong> 市场过度聚焦特斯拉，但智元、优必选已获实质性商业订单，中移动<strong class="text-yellow-300">1.24亿</strong>大单更是国内进程的强力注脚，确定性可能被低估。
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</div>
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</li>
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</ul>
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</div>
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<!-- Chart & Catalysts -->
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<div class="bento-item-3 flex flex-col gap-6">
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<div class="glass-card p-6 flex-grow flex flex-col">
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<h3 class="font-orbitron text-xl font-bold text-cyan-400 mb-3">产业链结构</h3>
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<div id="echarts-treemap" class="w-full h-full min-h-[250px] flex-grow"></div>
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</div>
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<div class="glass-card p-6">
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<h3 class="font-orbitron text-xl font-bold text-cyan-400 mb-3">近期关键催化剂</h3>
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<ul class="space-y-2 text-sm">
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<li><span class="text-purple-400 font-bold">特斯拉Optimus：</span>V3最终方案、成本构成及首批供应商名单披露。</li>
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<li><span class="text-purple-400 font-bold">国内厂商订单：</span>智元、优必选等在工厂的部署效果反馈及更大规模订单。</li>
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<li><span class="text-purple-400 font-bold">华为机器人：</span>预计2025年正式发布，其方案、定价及供应链将重塑格局。</li>
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<li><span class="text-purple-400 font-bold">行业会议：</span>2025世界人工智能大会、世界机器人大会等窗口。</li>
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</ul>
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</div>
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</div>
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<!-- Detailed Analysis -->
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<div class="glass-card p-6 lg:p-8 bento-item-4">
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<h2 class="font-orbitron text-2xl font-bold text-cyan-300 glowing-text mb-4">核心玩家与投资价值剖析</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div>
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<h4 class="font-bold text-lg text-green-300 mb-2">领导者梯队 (高确定性)</h4>
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<p class="text-sm"><strong>三花智控、拓普集团:</strong> 深度绑定特斯拉，机电一体化总成优势显著，是T链中确定性最高的标的。</p>
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</div>
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<div>
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<h4 class="font-bold text-lg text-blue-300 mb-2">核心部件龙头 (高壁垒)</h4>
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<p class="text-sm"><strong>绿的谐波, 双环传动 (减速器); 贝斯特, 恒立液压 (丝杠); 东华测试 (力矩传感器):</strong> 技术壁垒高，价值量大，国产替代空间广阔，处于验证关键期。</p>
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</div>
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<div>
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<h4 class="font-bold text-lg text-purple-300 mb-2">追赶者与潜力股 (高弹性)</h4>
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<p class="text-sm"><strong>鸣志电器 (空心杯电机); 汉威科技, 福莱新材 (电子皮肤):</strong> 具备国际化潜力或布局前沿技术，一旦技术路线被采纳，市场空间巨大。</p>
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</div>
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</div>
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<div class="divider before:bg-blue-900 after:bg-blue-900 my-6"></div>
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<h3 class="font-orbitron text-xl font-bold text-cyan-400 mb-3">最具投资价值的细分环节</h3>
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<ol class="list-decimal list-inside space-y-3 text-sm">
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<li><strong class="text-green-400">【确定性】核心执行器 (丝杠、减速器):</strong> 价值量高，技术壁垒清晰，是机器人“动起来”的基础，需求确定性强。</li>
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<li><strong class="text-blue-400">【高赔率】高壁垒传感器 (六维力、柔性触觉):</strong> 是机器人“感知世界”的关键，技术门槛最高，国产化率低，突破后利润弹性巨大。</li>
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<li><strong class="text-purple-400">【长线】上游制造设备 (精密机床、检测设备):</strong> 机器人量产将引爆上游“生产设备的设备”需求，是更底层的投资方向。</li>
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</ol>
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</div>
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<!-- Risks -->
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<div class="glass-card p-6 lg:p-8 bento-item-5">
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<h2 class="font-orbitron text-2xl font-bold text-red-400 glowing-text mb-4">潜在风险与挑战</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6 text-sm">
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<div class="border-l-2 border-red-500 pl-4">
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<h4 class="font-bold text-red-300 mb-1">技术风险</h4>
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<p>AI泛化能力瓶颈，复杂、非结构化环境适应性不足。核心硬件（力传感器、滚柱丝杠等）高性能与低成本目前难以兼得。</p>
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</div>
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<div class="border-l-2 border-yellow-500 pl-4">
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<h4 class="font-bold text-yellow-300 mb-1">商业化风险</h4>
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<p>工业场景投资回报率(ROI)尚不明确，需与传统自动化设备竞争。目前仍缺乏非人形机器人不可的“杀手级应用”。</p>
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</div>
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<div class="border-l-2 border-orange-500 pl-4">
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<h4 class="font-bold text-orange-300 mb-1">竞争与供应链风险</h4>
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<p>国内本体厂商众多，可能过早陷入同质化竞争。高端芯片、传感器等领域仍依赖海外，存在供应链安全风险。</p>
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</div>
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</div>
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</div>
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<!-- Supporting Data Tabs -->
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<div x-data="{ tab: 'news' }" class="glass-card p-4 sm:p-6 bento-item-6">
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<div class="tabs tabs-boxed bg-transparent mb-4">
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<a class="tab" :class="{'tab-active': tab === 'news'}" @click.prevent="tab = 'news'">新闻情报</a>
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<a class="tab" :class="{'tab-active': tab === 'roadshow'}" @click.prevent="tab = 'roadshow'">路演纪要</a>
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<a class="tab" :class="{'tab-active': tab === 'reports'}" @click.prevent="tab = 'reports'">研报精粹</a>
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</div>
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<div class="text-sm space-y-4 max-h-[400px] overflow-y-auto pr-2">
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<!-- News Content -->
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<div x-show="tab === 'news'">
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<h4 class="text-lg font-bold text-green-400 mb-2">AI大模型与软件系统</h4>
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<p>Figure终止与OpenAI合作，转向自主研发端到端AI。国内华为(盘古大模型)、智元(Genie Envisioner)、字节跳动(GR-2)等加速布局。英伟达将发布机器人“新大脑”。</p>
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<h4 class="text-lg font-bold text-green-400 mt-4 mb-2">传感器（力、触觉、视觉）</h4>
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<p>电子皮肤市场空间广阔，预计2031年达209.4亿美元。国内汉威科技、福莱新材等布局。华力创科学在六维力传感器实现毫米级微缩和成本降低。</p>
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<h4 class="text-lg font-bold text-green-400 mt-4 mb-2">执行器（丝杠、减速器、电机）</h4>
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<p>新坐标、浙海德曼、西菱动力在丝杠领域积极布局。日本尼得科进入T供应链且对国产供应链开放，为兴瑞科技、隆盛科技带来机遇。</p>
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<h4 class="text-lg font-bold text-green-400 mt-4 mb-2">中游本体制造商进展</h4>
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<p><strong>Figure:</strong> 签约第二个商业大客户。<strong>特斯拉:</strong> Optimus V3方案优化，有望25年量产。<strong>华为:</strong> 计划25年量产，与乐聚机器人合作。<strong>智元:</strong> 远征A2-W落地富临精工工厂。<strong>优必选:</strong> Walker S1进入东风柳汽及富士康工厂。</p>
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<h4 class="text-lg font-bold text-green-400 mt-4 mb-2">下游商业化应用</h4>
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<p>工业制造（汽车、电子）是当前主要落地场景。文旅、环卫、养老等场景也已开始探索，如宇树H1以租赁模式参与演出，成本优势显著。</p>
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</div>
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<!-- Roadshow Content -->
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<div x-show="tab === 'roadshow'" style="display: none;">
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<h4 class="text-lg font-bold text-blue-400 mb-2">主机厂动态</h4>
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<p><strong>特斯拉:</strong> 明确成本目标1万美元，2025年目标生产5000台。自家工厂部署量从“数千台”降至“千台级”，显示落地挑战。<strong>智元机器人:</strong> 2025年目标销量5000台。<strong>宇树科技:</strong> 2024年人形机器人营收预期5亿元（5000台销量）。</p>
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<h4 class="text-lg font-bold text-blue-400 mt-4 mb-2">核心零部件成本与供应链</h4>
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<p>传感器占成本12-20%。特斯拉IMU单机成本约2000元。力矩传感器壁垒最高，占传感器成本比重最大(16%)。核心零部件国产化率提升是降本关键，成本下降推动渗透率爬坡。</p>
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<h4 class="text-lg font-bold text-blue-400 mt-4 mb-2">材料与制造</h4>
|
||
<p>灵巧手“腱传动方案”使用UHMWPE纤维（南山智尚、同益中）。浙海德曼研发超高精度硬车床，采用“以车代磨”技术，在丝杠制备环节具核心竞争力。</p>
|
||
<h4 class="text-lg font-bold text-blue-400 mt-4 mb-2">产业趋势</h4>
|
||
<p>产业逻辑从“主题投资”转向“成长性投资”。2024年为“量产元年”，2025年为放量关键年。特斯拉放量将加速供应链国产替代。</p>
|
||
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|
||
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|
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|
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<h4 class="text-lg font-bold text-purple-400 mb-2">产业阶段与趋势</h4>
|
||
<p>产业链处于"0-1"向"1"加速阶段。2024年是商业化元年，2025年进入量产元年。人形机器人进入工业场景已成确定性趋势。</p>
|
||
<h4 class="text-lg font-bold text-purple-400 mt-4 mb-2">技术进展</h4>
|
||
<p><strong>大模型:</strong> 英伟达发布Isaac GR00T N1基础模型；智元发布GO-1。<strong>群体智能:</strong> 达闼展示“异构群智”突破。<strong>芯片:</strong> 英伟达推出Jetson AGX Thor，速度快7.5倍。</p>
|
||
<h4 class="text-lg font-bold text-purple-400 mt-4 mb-2">重点企业量产计划</h4>
|
||
<p><strong>特斯拉:</strong> 2025年目标1万台，2026年5万台。<strong>华为:</strong> 采用造车模式，引领国产产业发展。<strong>宇树:</strong> H1/G1价格低至9.9万元，商业化路径“双轮驱动”。<strong>优必选:</strong> 在极氪工厂实现多台多场景协同实训。</p>
|
||
<h4 class="text-lg font-bold text-purple-400 mt-4 mb-2">政策与资本</h4>
|
||
<p>《政府工作报告》首提“具身智能”。北京、上海、深圳等地设立百亿级产业基金，国资基金总规模超700亿元。</p>
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|
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<div class="overflow-x-auto glass-card p-4">
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<table class="table w-full text-sm">
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<th>股票代码</th>
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<th>核心逻辑</th>
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|
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<h2 class="font-orbitron text-3xl font-bold text-cyan-300 glowing-text mb-6 text-center">各厂商机器人产业链</h2>
|
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|
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|
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<th>关联厂商</th>
|
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|
||
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|
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<tbody></tbody>
|
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|
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|
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|
||
|
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|
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<h2 class="font-orbitron text-3xl font-bold text-cyan-300 glowing-text mb-6 text-center">核心零部件深度梳理</h2>
|
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|
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|
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|
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|
||
<th>核心逻辑/市占率</th>
|
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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>
|
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<h2 class="font-orbitron text-3xl font-bold text-cyan-300 glowing-text mb-6 text-center">近期涨幅异动分析</h2>
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|
||
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|
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|
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|
||
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|
||
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|
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|
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|
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|
||
{ "stock": "湘油泵", "stock_code": "603319.SH", "reason": "减速器", "其他标签": { "省份": "湖南省", "城市": "衡阳市", "市值小于150亿": true } },
|
||
{ "stock": "科力尔", "stock_code": "002892.SZ", "reason": "电机", "其他标签": { "省份": "湖南省", "城市": "祁阳市", "市值小于150亿": true } }
|
||
],
|
||
"6F08C059-5DF3-4DF2-82FE-80368454C81E.png": [
|
||
{ "stock": "科达利", "reason": "众擎机器人", "其他标签": "各厂商机器人", "stock_code": "002850" },
|
||
{ "stock": "汉宇集团", "reason": "众擎机器人", "其他标签": "各厂商机器人", "stock_code": "300403" },
|
||
{ "stock": "蓝思科技", "reason": "众擎机器人", "其他标签": "各厂商机器人", "stock_code": "300433" },
|
||
{ "stock": "柯力传感", "reason": "众擎机器人", "其他标签": "各厂商机器人", "stock_code": "603662" },
|
||
{ "stock": "博瑞医药", "reason": "众擎机器人", "其他标签": "各厂商机器人", "stock_code": "688166" },
|
||
{ "stock": "超捷股份", "reason": "特斯拉机器人", "其他标签": "各厂商机器人", "stock_code": "301005" },
|
||
{ "stock": "拓普集团", "reason": "特斯拉机器人", "其他标签": "各厂商机器人", "stock_code": "601689" },
|
||
{ "stock": "三花智控", "reason": "特斯拉机器人", "其他标签": "各厂商机器人", "stock_code": "002050" },
|
||
{ "stock": "鸣志电器", "reason": "特斯拉机器人", "其他标签": "各厂商机器人", "stock_code": "603728" },
|
||
{ "stock": "绿的谐波", "reason": "特斯拉机器人", "其他标签": "各厂商机器人", "stock_code": "688017" },
|
||
{ "stock": "浙江荣泰", "reason": "特斯拉机器人", "其他标签": "各厂商机器人", "stock_code": "603119" },
|
||
{ "stock": "旭升集团", "reason": "特斯拉机器人", "其他标签": "各厂商机器人", "stock_code": "603305" },
|
||
{ "stock": "昊志机电", "reason": "特斯拉机器人", "其他标签": "各厂商机器人", "stock_code": "300503" },
|
||
{ "stock": "东华测试", "reason": "特斯拉机器人", "其他标签": "各厂商机器人", "stock_code": "300354" },
|
||
{ "stock": "震裕科技", "reason": "特斯拉机器人", "其他标签": "各厂商机器人", "stock_code": "300953" },
|
||
{ "stock": "柯力传感", "reason": "特斯拉机器人", "其他标签": "各厂商机器人", "stock_code": "603662" },
|
||
{ "stock": "伟创电气", "reason": "特斯拉机器人", "其他标签": "各厂商机器人", "stock_code": "688698" },
|
||
{ "stock": "苏州固锝", "reason": "特斯拉机器人", "其他标签": "各厂商机器人", "stock_code": "002079" },
|
||
{ "stock": "拓斯达", "reason": "华为机器人", "其他标签": "各厂商机器人", "stock_code": "300607" },
|
||
{ "stock": "兆威机电", "reason": "华为机器人", "其他标签": "各厂商机器人", "stock_code": "003021" },
|
||
{ "stock": "禾川科技", "reason": "华为机器人", "其他标签": "各厂商机器人", "stock_code": "688320" },
|
||
{ "stock": "中坚科技", "reason": "华为机器人", "其他标签": "各厂商机器人", "stock_code": "002779" },
|
||
{ "stock": "埃夫特", "reason": "华为机器人", "其他标签": "各厂商机器人", "stock_code": "688165" },
|
||
{ "stock": "中大力德", "reason": "宇树机器人", "其他标签": "各厂商机器人", "stock_code": "002896" },
|
||
{ "stock": "长盛轴承", "reason": "宇树机器人", "其他标签": "各厂商机器人", "stock_code": "300718" },
|
||
{ "stock": "盛通股份", "reason": "宇树机器人", "其他标签": "各厂商机器人", "stock_code": "002599" },
|
||
{ "stock": "鸣志电器", "reason": "宇树机器人", "其他标签": "各厂商机器人", "stock_code": "603728" },
|
||
{ "stock": "奥比中光", "reason": "宇树机器人", "其他标签": "各厂商机器人", "stock_code": "688322" },
|
||
{ "stock": "安培龙", "reason": "宇树机器人", "其他标签": "各厂商机器人", "stock_code": "301413" },
|
||
{ "stock": "江苏雷利", "reason": "宇树机器人", "其他标签": "各厂商机器人", "stock_code": "300660" },
|
||
{ "stock": "汉威科技", "reason": "宇树机器人", "其他标签": "各厂商机器人", "stock_code": "300007" },
|
||
{ "stock": "北特科技", "reason": "宇树机器人", "其他标签": "各厂商机器人", "stock_code": "603009" },
|
||
{ "stock": "贝斯特", "reason": "宇树机器人", "其他标签": "各厂商机器人", "stock_code": "300580" },
|
||
{ "stock": "天奇股份", "reason": "优必选机器人", "其他标签": "各厂商机器人", "stock_code": "002009" },
|
||
{ "stock": "珠城科技", "reason": "优必选机器人", "其他标签": "各厂商机器人", "stock_code": "301280" },
|
||
{ "stock": "世运电路", "reason": "优必选机器人", "其他标签": "各厂商机器人", "stock_code": "603920" },
|
||
{ "stock": "瑞芯微", "reason": "优必选机器人", "其他标签": "各厂商机器人", "stock_code": "603893" },
|
||
{ "stock": "祥鑫科技", "reason": "优必选机器人", "其他标签": "各厂商机器人", "stock_code": "002965" },
|
||
{ "stock": "富佳股份", "reason": "乐聚机器人", "其他标签": "各厂商机器人", "stock_code": "603219" },
|
||
{ "stock": "麦迪科技", "reason": "傅利叶机器人", "其他标签": "各厂商机器人", "stock_code": "603990" },
|
||
{ "stock": "捷昌驱动", "reason": "傅利叶机器人", "其他标签": "各厂商机器人", "stock_code": "603583" },
|
||
{ "stock": "软通动力", "reason": "智元机器人", "其他标签": "各厂商机器人", "stock_code": "301236" },
|
||
{ "stock": "富临精工", "reason": "智元机器人", "其他标签": "各厂商机器人", "stock_code": "300432" },
|
||
{ "stock": "三花智控", "reason": "智元机器人", "其他标签": "各厂商机器人", "stock_code": "002050" },
|
||
{ "stock": "均普智能", "reason": "智元机器人", "其他标签": "各厂商机器人", "stock_code": "688306" }
|
||
],
|
||
"FB32F5EE-3EFC-4CB8-9FAC-170E470AA552.jpg": [
|
||
{ "stock": "兆威机电", "reason": "关联度第一，11月14日公司在发布会上正式发布了灵巧手产品", "其他标签": "灵巧手", "stock_code": "003021" },
|
||
{ "stock": "埃斯顿", "reason": "关联度第二，参股公司埃斯顿酷卓机器人使用全自研灵巧手，灵巧手自由度为6-7", "其他标签": "灵巧手", "stock_code": "002747" },
|
||
{ "stock": "埃夫特", "reason": "关联度第三，公司启智机器人研发中，其中包含灵巧手项目，预计2025年发布样机", "其他标签": "灵巧手", "stock_code": "688165" },
|
||
{ "stock": "天奇股份", "reason": "关联度第四，公司与优必选合作开发人形机器人及灵巧手", "其他标签": "灵巧手", "stock_code": "002009" },
|
||
{ "stock": "大业股份", "reason": "公司灵巧手钢丝处于市场调研于研究开发阶段", "其他标签": "灵巧手", "stock_code": "603278" },
|
||
{ "stock": "国茂股份", "reason": "市占率第一，6%", "其他标签": "减速器, 通用减速器", "stock_code": "603915" },
|
||
{ "stock": "宁波东力", "reason": "市占率第二，3%", "其他标签": "减速器, 通用减速器", "stock_code": "002164" },
|
||
{ "stock": "通力科技", "reason": "市占率第三，0.9%", "其他标签": "减速器, 通用减速器", "stock_code": "301255" },
|
||
{ "stock": "瑞迪智驱", "reason": "电磁制动器营收占比58%", "其他标签": "减速器, 通用减速器", "stock_code": "301596" },
|
||
{ "stock": "联诚精密", "reason": "公司的减速类产品用于工程机械行走马达和旋转马达；正开发机械臂和关节头等", "其他标签": "减速器, 通用减速器", "stock_code": "002921" },
|
||
{ "stock": "绿的谐波", "reason": "市占率A股第一，25%", "其他标签": "减速器, 谐波减速器", "stock_code": "688017" },
|
||
{ "stock": "汉宇集团", "reason": "市占率A股第二，8.3%", "其他标签": "减速器, 谐波减速器", "stock_code": "300403" },
|
||
{ "stock": "大族激光", "reason": "市占率A股第三，5%", "其他标签": "减速器, 谐波减速器", "stock_code": "002008" },
|
||
{ "stock": "昊志机电", "reason": "规划产能3.5万只/谐波减速器", "其他标签": "减速器, 谐波减速器", "stock_code": "300503" },
|
||
{ "stock": "光洋股份", "reason": "谐波减速器已开始批量配套", "其他标签": "减速器, 谐波减速器", "stock_code": "002708" },
|
||
{ "stock": "横河精密", "reason": "已开发多款谐波减速器", "其他标签": "减速器, 谐波减速器", "stock_code": "300539" },
|
||
{ "stock": "斯菱股份", "reason": "谐波减速器已在量产前期筹备阶段", "其他标签": "减速器, 谐波减速器", "stock_code": "301550" },
|
||
{ "stock": "上海机电", "reason": "RV减速器市占率A股第一，53%；与外资合作", "其他标签": "减速器, RV减速器", "stock_code": "600835" },
|
||
{ "stock": "双环传动", "reason": "RV减速器市占率A股第二，14%，国产替代", "其他标签": "减速器, RV减速器", "stock_code": "002472" },
|
||
{ "stock": "中大力德", "reason": "RV减速器市占率A股第三，4%，国产替代", "其他标签": "减速器, RV减速器", "stock_code": "002896" },
|
||
{ "stock": "秦川机床", "reason": "RV减速器市占率A股第四，2%", "其他标签": "减速器, RV减速器", "stock_code": "000837" },
|
||
{ "stock": "巨轮智能", "reason": "公司RV减速器是国内首批国家CR认证的两家企业之一；RV减速器打破国外垄断", "其他标签": "减速器, RV减速器", "stock_code": "002031" },
|
||
{ "stock": "贝斯特", "reason": "业务弹性第一，设立子公司大力引进设备300套；产品有望12月送样特斯拉", "其他标签": "减速器, 滚珠丝杠", "stock_code": "300580" },
|
||
{ "stock": "长盛轴承", "reason": "业务弹性第三，定增扩产产能3万套/年；主要应用于汽车领域", "其他标签": "减速器, 滚珠丝杠", "stock_code": "300718" },
|
||
{ "stock": "南方精工", "reason": "滚针轴承市占率A股第一，公司滚针轴承产品用于RV减速器，供货中马传动、中大", "其他标签": "减速器, 轴承", "stock_code": "002553" },
|
||
{ "stock": "五洲新春", "reason": "汽车、风电用轴承为主，公司已开发出机器人全系列减速器轴承产品，包括滚针等", "其他标签": "减速器, 轴承", "stock_code": "603667" },
|
||
{ "stock": "龙溪股份", "reason": "工程机械用滑动轴承为主，国内最大的关节轴承供应商与出口商", "其他标签": "减速器, 轴承", "stock_code": "600592" },
|
||
{ "stock": "拓普集团", "reason": "国内线性关节总成主要厂商", "其他标签": "关节总成", "stock_code": "601689" },
|
||
{ "stock": "三花智控", "reason": "国内旋转关节总成主要厂商", "其他标签": "关节总成", "stock_code": "002050" },
|
||
{ "stock": "鸣志电器", "reason": "营收规模A股第一，21亿；月用于重症呼吸机", "其他标签": "电机, 空心杯电机", "stock_code": "603728" },
|
||
{ "stock": "伟创电气", "reason": "适用于灵巧手10mm的空心杯电机模组已取得小批量订单", "其他标签": "电机, 空心杯电机", "stock_code": "688698" },
|
||
{ "stock": "步科股份", "reason": "无框力矩电机产品进度A股第一，推出第三代无框力矩电机，对标国际一流水平", "其他标签": "电机, 无框电机", "stock_code": "688160" },
|
||
{ "stock": "卧龙电驱", "reason": "公司无框力矩电机以及多种关节模组产品已与多家仿生机器人下游客户开展联合", "其他标签": "电机, 无框电机", "stock_code": "600580" },
|
||
{ "stock": "汇川技术", "reason": "伺服系统市占率A股第一，17.8%", "其他标签": "电机, 伺服系统", "stock_code": "300124" },
|
||
{ "stock": "柯力传感", "reason": "应变式传感器市占率国内第一，25%", "其他标签": "传感器, 力传感器", "stock_code": "603662" },
|
||
{ "stock": "瀚川智能", "reason": "坤维科技六维力矩传感器市占率国内第一，50%；公司参股坤维科技4.56%", "其他标签": "传感器, 力传感器", "stock_code": "688022" },
|
||
{ "stock": "安培龙", "reason": "六维力传感器产品可用在人形机器人，与客户共同研发推进中", "其他标签": "传感器, 力传感器", "stock_code": "301413" },
|
||
{ "stock": "东华测试", "reason": "参股海森伯技术5%，其主营有六维力传感器，可用于人形机器人", "其他标签": "传感器, 力传感器", "stock_code": "300354" },
|
||
{ "stock": "汉威科技", "reason": "已给多家机器人整机厂提供电子皮肤和指腹类传感器，后续合作推进中", "其他标签": "传感器, 力传感器", "stock_code": "300007" },
|
||
{ "stock": "奥比中光", "reason": "3D视觉传感器国内市占率第一", "其他标签": "传感器, 视觉传感器", "stock_code": "688322" },
|
||
{ "stock": "海康威视", "reason": "机器视觉系统国内市占率第一", "其他标签": "传感器, 视觉传感器", "stock_code": "002415" },
|
||
{ "stock": "凌云光", "reason": "机器视觉系统国内市占率第二", "其他标签": "传感器, 视觉传感器", "stock_code": "688400" },
|
||
{ "stock": "芯动联科", "reason": "高性能MEMS惯性传感器市占率第四，8%", "其他标签": "传感器, 惯性测量单元", "stock_code": "688582" }
|
||
]
|
||
},
|
||
"涨幅分析补充": {
|
||
"rise_analysis": [
|
||
{ "stock": "骏鼎达", "stock_code": "301538", "rise_rate": 14.17, "trade_date": "2025-07-21", "reason": "核心驱动: 被市场纳入人形机器人概念股。主业为功能性保护套管，正探索机器人腱绳套管及线路保护应用，已与3-5家主机厂合作研发，受益于机器人板块整体爆发。" },
|
||
{ "stock": "金橙子", "stock_code": "688291", "rise_rate": 20.01, "trade_date": "2025-06-13", "reason": "核心驱动: 受益于人形机器人产业链热度，特别是力控传感器和激光控制系统的国产替代预期。公司是国内激光振镜控制系统龙头，技术可延伸至传感器领域。" },
|
||
{ "stock": "方正电机", "stock_code": "002196", "rise_rate": 10.03, "trade_date": "2025-11-06", "reason": "核心驱动: 小鹏科技日公开“IRON”人形机器人并给出量产时间表，市场确认方正电机关节模组已进入XPENG Robot Beta供应链，资金按“一供”逻辑抢筹。" },
|
||
{ "stock": "唯万密封", "stock_code": "301161", "rise_rate": 12.36, "trade_date": "2025-08-04", "reason": "核心驱动: 公司作为“人形机器人专用密封件+固态油散热材料”的耗材型供应商身份被市场确认，且已对接特斯拉供应链，单台价值量较高。" },
|
||
{ "stock": "正强股份", "stock_code": "301119", "rise_rate": 7.32, "trade_date": "2025-07-18", "reason": "核心驱动: 受益于机器人产业链整体走强，特别是智元和宇树中标中移动1.24亿大单，市场情绪高涨，公司被列入智元产业链领涨名单。" },
|
||
{ "stock": "杭齿前进", "stock_code": "601177", "rise_rate": 5.06, "trade_date": "2025-07-14", "reason": "核心驱动: 受益于人形机器人产业链利好，特别是摆线减速器应用前景被看好，且中移动大单落地，作为传动系统企业受到市场关注。" },
|
||
{ "stock": "宏昌科技", "stock_code": "301008", "rise_rate": 9.93, "trade_date": "2025-09-17", "reason": "核心驱动: 公司投资杭州良质关节科技(持股30%)，布局谐波减速器等核心部件。良质关节创始人来自尼得科，且已与宇树、逐际动力等头部客户合作。" },
|
||
{ "stock": "豪江智能", "stock_code": "301320", "rise_rate": 6.03, "trade_date": "2025-07-21", "reason": "核心驱动: 被机构明确列为“宇树机器人”产业链核心标的之一，受益于国产人形机器人订单催化持续的预期，及具身智能领域资本热度高涨。" },
|
||
{ "stock": "豪森智能", "stock_code": "688529", "rise_rate": 20.02, "trade_date": "2025-07-09", "reason": "核心驱动: 多重利好叠加：入选工信部人形机器人“链主”企业；与智元机器人签署18.6亿元战略供货合同；受益于临港新片区固投补贴政策。" },
|
||
{ "stock": "征和工业", "stock_code": "003033", "rise_rate": 10.0, "trade_date": "2025-10-15", "reason": "核心驱动: 入选“山东省人形机器人核心零部件白名单（传动类）”，官方认证其国产替代地位。公司高精度滚子链已小批量供货谐波减速器龙头及灵巧手厂商。" },
|
||
{ "stock": "美力科技", "stock_code": "300611", "rise_rate": 10.46, "trade_date": "2025-06-24", "reason": "核心驱动: 掌握全球少数企业拥有的铬硅合金弹簧技术，产品已进入特斯拉Optimus、优必选等供应链，作为关键零部件供应商价值被市场重估。" },
|
||
{ "stock": "天永智能", "stock_code": "603895", "rise_rate": 9.99, "trade_date": "2025-07-28", "reason": "核心驱动: 权威媒体报道上海交大“交龙”人形机器人迭代完成，并首次点名天永智能为其提供核心装配与测试产线，触发市场对其“量产装备供应商”新定位的重估。" },
|
||
{ "stock": "万向钱潮", "stock_code": "000559", "rise_rate": 10.03, "trade_date": "2025-09-18", "reason": "核心驱动: 公告明确“2025年10万套人形机器人丝杠产能+已向头部客户送样”路线图，叠加同城“宇树科技”供应链想象，被资金定位为低位补涨龙头。" },
|
||
{ "stock": "新通联", "stock_code": "603022", "rise_rate": 10.02, "trade_date": "2025-06-20", "reason": "核心驱动: 受益于人形机器人产业链炒作，公司主营包装材料，凭借精密仪器包装经验，可能为机器人核心零部件提供高标准包装解决方案。" },
|
||
{ "stock": "睿能科技", "stock_code": "603933", "rise_rate": 10.01, "trade_date": "2025-10-20", "reason": "核心驱动: 公告首次披露“基于SiC/GaN的高效电机控制及电源方案已切入人形机器人产业链并获得批量订单”，配套宇树科技H2机器人。" }
|
||
]
|
||
}
|
||
};
|
||
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
// --- ECharts Treemap Initialization ---
|
||
var chartDom = document.getElementById('echarts-treemap');
|
||
var myChart = echarts.init(chartDom);
|
||
var option;
|
||
|
||
option = {
|
||
tooltip: {
|
||
formatter: function (info) {
|
||
var value = info.value;
|
||
var treePathInfo = info.treePathInfo;
|
||
var treePath = [];
|
||
|
||
for (var i = 1; i < treePathInfo.length; i++) {
|
||
treePath.push(treePathInfo[i].name);
|
||
}
|
||
|
||
return [
|
||
'<div class="tooltip-title">' + treePath.join(' > ') + '</div>'
|
||
].join('');
|
||
}
|
||
},
|
||
series: [
|
||
{
|
||
name: '产业链结构',
|
||
type: 'treemap',
|
||
visibleMin: 300,
|
||
label: {
|
||
show: true,
|
||
formatter: '{b}',
|
||
color: '#fff',
|
||
fontSize: 14,
|
||
},
|
||
itemStyle: {
|
||
borderColor: '#010008',
|
||
borderWidth: 2,
|
||
gapWidth: 2
|
||
},
|
||
levels: [
|
||
{ itemStyle: { borderColor: '#333', borderWidth: 0, gapWidth: 2 } },
|
||
{ itemStyle: { borderColor: '#555', gapWidth: 2 } },
|
||
],
|
||
data: [
|
||
{ name: '上游: 核心软硬件', value: 40, itemStyle: { color: '#4A00E0' }, children: [
|
||
{ name: 'AI大脑 (大模型)', value: 10, itemStyle: { color: '#8E2DE2' } },
|
||
{ name: '执行器', value: 12, itemStyle: { color: '#8E2DE2' } },
|
||
{ name: '传感器', value: 8, itemStyle: { color: '#8E2DE2' } },
|
||
{ name: '轻量化材料', value: 6, itemStyle: { color: '#8E2DE2' } },
|
||
{ name: '制造设备', value: 4, itemStyle: { color: '#8E2DE2' } }
|
||
]},
|
||
{ name: '中游: 本体制造商', value: 30, itemStyle: { color: '#004e92' }, children: [
|
||
{ name: '特斯拉', value: 8, itemStyle: { color: '#00C6FF' } },
|
||
{ name: 'Figure AI', value: 6, itemStyle: { color: '#00C6FF' } },
|
||
{ name: '宇树科技', value: 5, itemStyle: { color: '#00C6FF' } },
|
||
{ name: '智元机器人', value: 5, itemStyle: { color: '#00C6FF' } },
|
||
{ name: '华为系', value: 6, itemStyle: { color: '#00C6FF' } }
|
||
]},
|
||
{ name: '下游: 应用场景', value: 30, itemStyle: { color: '#13547a' }, children: [
|
||
{ name: '工业制造', value: 15, itemStyle: { color: '#80d0c7' } },
|
||
{ name: '商业服务', value: 8, itemStyle: { color: '#80d0c7' } },
|
||
{ name: '特种应用', value: 7, itemStyle: { color: '#80d0c7' } }
|
||
]}
|
||
]
|
||
}
|
||
]
|
||
};
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
|
||
// --- Stock Table Population ---
|
||
const mainData = stockData["人形机器产业链(250204)"]["696E3291-2BE1-4C8B-8458-4CA0614B48EB.jpg"];
|
||
const vendorChainData = stockData["人形机器产业链(250204)"]["6F08C059-5DF3-4DF2-82FE-80368454C81E.png"];
|
||
const componentsData = stockData["人形机器产业链(250204)"]["FB32F5EE-3EFC-4CB8-9FAC-170E470AA552.jpg"];
|
||
const riseAnalysisData = stockData["涨幅分析补充"]["rise_analysis"];
|
||
|
||
function getSixDigitCode(codeStr) {
|
||
if (!codeStr) return null;
|
||
const match = codeStr.match(/\d{6}/);
|
||
return match ? match[0] : null;
|
||
}
|
||
|
||
function createLink(code) {
|
||
const sixDigitCode = getSixDigitCode(code);
|
||
return sixDigitCode ? `<a href="https://valuefrontier.cn/company?scode=${sixDigitCode}" target="_blank" class="text-blue-400 hover:text-blue-300 transition-colors">${code}</a>` : code || 'N/A';
|
||
}
|
||
|
||
// Populate Main Table
|
||
const mainTableBody = document.querySelector('.table tbody');
|
||
mainData.forEach(item => {
|
||
const row = document.createElement('tr');
|
||
const tags = item.其他标签 || {};
|
||
const location = [tags.省份, tags.城市].filter(Boolean).join('/');
|
||
const otherTags = Object.entries(tags)
|
||
.filter(([key]) =>
|
||
!['省份', '城市'].includes(key)
|
||
)
|
||
.map(([key, value]) => value === true ? `<span class="badge badge-success badge-outline">${key}</span>` : `<span class="badge badge-info badge-outline">${key}: ${value}</span>`)
|
||
.join(' ');
|
||
|
||
row.innerHTML = `
|
||
<td class="font-bold text-white">${item.stock}</td>
|
||
<td>${createLink(item.stock_code)}</td>
|
||
<td>${item.reason}</td>
|
||
<td>${location || 'N/A'}</td>
|
||
<td>${otherTags || 'N/A'}</td>
|
||
`;
|
||
mainTableBody.appendChild(row);
|
||
});
|
||
|
||
// Populate Vendor Chain Table
|
||
const vendorTableBody = document.getElementById('vendor-chain-table').querySelector('tbody');
|
||
vendorChainData.forEach(item => {
|
||
const row = document.createElement('tr');
|
||
row.innerHTML = `
|
||
<td class="font-bold text-white">${item.stock}</td>
|
||
<td>${createLink(item.stock_code)}</td>
|
||
<td><span class="badge badge-primary badge-outline">${item.reason}</span></td>
|
||
`;
|
||
vendorTableBody.appendChild(row);
|
||
});
|
||
|
||
// Populate Components Table
|
||
const componentsTableBody = document.getElementById('components-table').querySelector('tbody');
|
||
componentsData.forEach(item => {
|
||
const row = document.createElement('tr');
|
||
const tags = (item.其他标签 || "").split(', ').map(tag => `<span class="badge badge-secondary badge-outline mr-1">${tag}</span>`).join('');
|
||
row.innerHTML = `
|
||
<td class="font-bold text-white">${item.stock}</td>
|
||
<td>${createLink(item.stock_code)}</td>
|
||
<td>${tags}</td>
|
||
<td class="text-xs">${item.reason}</td>
|
||
`;
|
||
componentsTableBody.appendChild(row);
|
||
});
|
||
|
||
// Populate Rise Analysis Table
|
||
const riseTableBody = document.getElementById('rise-analysis-table').querySelector('tbody');
|
||
riseAnalysisData.forEach(item => {
|
||
const row = document.createElement('tr');
|
||
row.innerHTML = `
|
||
<td class="font-bold text-white">${item.stock}</td>
|
||
<td>${createLink(item.stock_code)}</td>
|
||
<td>${item.trade_date}</td>
|
||
<td><span class="font-bold ${item.rise_rate > 0 ? 'text-green-400' : 'text-red-400'}">${item.rise_rate}%</span></td>
|
||
<td class="text-xs max-w-md">${item.reason}</td>
|
||
`;
|
||
riseTableBody.appendChild(row);
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |