631 lines
37 KiB
HTML
631 lines
37 KiB
HTML
<!DOCTYPE html>
|
||
<html lang="zh-CN" data-theme="night">
|
||
<head>
|
||
<meta charset="UTF-8">
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<title>深度研报：人形机器人腱绳</title>
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.2/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
|
||
<link rel="preconnect" href="https://fonts.googleapis.com">
|
||
<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
|
||
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&family=Noto+Sans+SC:wght@300;400;500;700&display=swap" rel="stylesheet">
|
||
<style>
|
||
:root {
|
||
--glow-color: hsl(280, 100%, 70%);
|
||
--glow-color-secondary: hsl(190, 100%, 70%);
|
||
}
|
||
|
||
body {
|
||
font-family: 'Inter', 'Noto Sans SC', sans-serif;
|
||
background-color: #020010;
|
||
background-image:
|
||
radial-gradient(ellipse 80% 50% at 50% -20%, rgba(120, 110, 220, 0.15), transparent),
|
||
radial-gradient(ellipse 80% 80% at 20% 120%, rgba(50, 120, 220, 0.15), transparent),
|
||
radial-gradient(circle at 70% 30%, rgba(180, 70, 200, 0.1), transparent);
|
||
color: #e0e0e0;
|
||
overflow-x: hidden;
|
||
}
|
||
|
||
.glass-card {
|
||
background: rgba(20, 18, 38, 0.4);
|
||
backdrop-filter: blur(24px);
|
||
-webkit-backdrop-filter: blur(24px);
|
||
border: 1px solid rgba(255, 255, 255, 0.1);
|
||
border-radius: 24px;
|
||
transition: all 0.3s ease;
|
||
}
|
||
|
||
.glass-card:hover {
|
||
transform: translateY(-5px) scale(1.01);
|
||
box-shadow: 0 0 30px rgba(120, 110, 220, 0.2), 0 0 15px rgba(255, 255, 255, 0.05);
|
||
border-color: rgba(255, 255, 255, 0.2);
|
||
}
|
||
|
||
.bento-grid {
|
||
display: grid;
|
||
gap: 1rem;
|
||
grid-template-columns: repeat(1, 1fr);
|
||
}
|
||
@media (min-width: 768px) {
|
||
.bento-grid {
|
||
grid-template-columns: repeat(3, 1fr);
|
||
}
|
||
}
|
||
|
||
.bento-item {
|
||
padding: 1.5rem;
|
||
}
|
||
|
||
.bento-item h3 {
|
||
font-size: 1.125rem;
|
||
font-weight: 600;
|
||
color: #fff;
|
||
margin-bottom: 0.75rem;
|
||
}
|
||
|
||
.bento-item ul {
|
||
list-style-type: none;
|
||
padding-left: 0;
|
||
}
|
||
|
||
.bento-item ul li {
|
||
position: relative;
|
||
padding-left: 1.5rem;
|
||
margin-bottom: 0.5rem;
|
||
color: #b0b0d0;
|
||
}
|
||
|
||
.bento-item ul li::before {
|
||
content: '›';
|
||
position: absolute;
|
||
left: 0;
|
||
color: var(--glow-color-secondary);
|
||
font-weight: bold;
|
||
font-size: 1.25rem;
|
||
line-height: 1;
|
||
}
|
||
|
||
.glow-divider {
|
||
height: 1px;
|
||
border: 0;
|
||
background: linear-gradient(90deg, transparent, var(--glow-color), transparent);
|
||
margin: 2rem 0;
|
||
}
|
||
|
||
.text-glow {
|
||
text-shadow: 0 0 8px var(--glow-color);
|
||
}
|
||
.text-glow-secondary {
|
||
text-shadow: 0 0 8px var(--glow-color-secondary);
|
||
}
|
||
|
||
.table thead th {
|
||
background-color: rgba(30, 28, 58, 0.5);
|
||
color: #fff;
|
||
}
|
||
|
||
.table tbody tr {
|
||
transition: background-color 0.2s ease;
|
||
}
|
||
|
||
.table tbody tr:hover {
|
||
background-color: rgba(40, 38, 68, 0.7);
|
||
}
|
||
|
||
.tag {
|
||
display: inline-block;
|
||
padding: 0.25rem 0.75rem;
|
||
border-radius: 9999px;
|
||
font-size: 0.75rem;
|
||
font-weight: 500;
|
||
border: 1px solid;
|
||
}
|
||
|
||
.tag-uhmwpe {
|
||
background-color: rgba(59, 130, 246, 0.1);
|
||
border-color: rgba(59, 130, 246, 0.5);
|
||
color: #93c5fd;
|
||
}
|
||
|
||
.tag-metal {
|
||
background-color: rgba(168, 85, 247, 0.1);
|
||
border-color: rgba(168, 85, 247, 0.5);
|
||
color: #d8b4fe;
|
||
}
|
||
|
||
.tag-other {
|
||
background-color: rgba(236, 72, 153, 0.1);
|
||
border-color: rgba(236, 72, 153, 0.5);
|
||
color: #f9a8d4;
|
||
}
|
||
|
||
</style>
|
||
</head>
|
||
<body class="min-h-screen">
|
||
|
||
<div class="relative min-h-screen w-full overflow-hidden">
|
||
<div class="absolute inset-0 z-0">
|
||
<div class="absolute inset-0 bg-grid-white/5 [mask-image:linear-gradient(to_bottom,white_10%,transparent_90%)]"></div>
|
||
</div>
|
||
|
||
<div class="container mx-auto px-4 py-12 md:py-20 relative z-10">
|
||
|
||
<!-- Header -->
|
||
<header class="text-center mb-16 md:mb-24">
|
||
<p class="mb-2 text-sm font-medium tracking-widest text-primary uppercase">北京价值前沿科技有限公司 AI投研agent：“价小前投研”</p>
|
||
<h1 class="text-4xl md:text-6xl font-bold tracking-tight text-white text-glow">
|
||
人形机器人腱绳
|
||
</h1>
|
||
<h2 class="mt-4 text-lg md:text-xl max-w-3xl mx-auto text-slate-300">
|
||
深度解析：从核心逻辑、技术路线到产业链格局的全面洞察
|
||
</h2>
|
||
<p class="mt-4 text-xs text-slate-500">本报告为AI合成数据，投资需谨慎。</p>
|
||
</header>
|
||
|
||
<!-- Core Insight Summary -->
|
||
<section id="core-insight" class="mb-16 md:mb-24">
|
||
<h2 class="text-3xl font-bold text-center mb-10 text-white text-glow-secondary">核心观点摘要</h2>
|
||
<div class="grid md:grid-cols-3 gap-6">
|
||
<div class="glass-card p-6">
|
||
<h3 class="font-bold text-lg text-primary mb-3">产业化初期，预期差巨大</h3>
|
||
<p class="text-slate-300">概念正处从0到1的产业化初期，核心驱动力源于特斯拉确立的“腱绳传动”技术范式在灵巧手领域的不可替代性。市场对远期规模的乐观预期与当前产业实际进展（仍处小批量验证阶段）存在巨大预期差。</p>
|
||
</div>
|
||
<div class="glass-card p-6">
|
||
<h3 class="font-bold text-lg text-primary mb-3">技术路线的“唯一解”</h3>
|
||
<p class="text-slate-300">在高自由度(20+ DOF)和轻量化需求下，驱动器外置成为必然，腱绳是实现远距离、柔性动力传输的“唯一选择”，奠定了其技术主流地位。单机价值量从约500元跃升至2000-4400元，呈指数级增长。</p>
|
||
</div>
|
||
<div class="glass-card p-6">
|
||
<h3 class="font-bold text-lg text-primary mb-3">耗材属性开启存量空间</h3>
|
||
<p class="text-slate-300">腱绳具备1-1.5年的更换周期，这一“耗材”属性开启了超越一次性设备采购的长期存量替换市场，为市场描绘了类似“打印机与墨盒”的持续性商业模式，远期市场空间巨大。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<hr class="glow-divider" />
|
||
|
||
<!-- Detailed Logic & Market Perception -->
|
||
<section id="detailed-logic" class="mb-16 md:mb-24" x-data="{ tab: 'logic' }">
|
||
<h2 class="text-3xl font-bold text-center mb-10 text-white text-glow-secondary">概念逻辑与市场认知深度剖析</h2>
|
||
<div class="flex justify-center mb-8">
|
||
<div class="tabs tabs-boxed bg-black/20">
|
||
<a class="tab tab-lg" :class="{ 'tab-active': tab === 'logic' }" @click.prevent="tab = 'logic'">核心逻辑与驱动力</a>
|
||
<a class="tab tab-lg" :class="{ 'tab-active': tab === 'perception' }" @click.prevent="tab = 'perception'">市场热度与预期差</a>
|
||
</div>
|
||
</div>
|
||
|
||
<div x-show="tab === 'logic'" class="glass-card p-8">
|
||
<h3 class="text-2xl font-semibold mb-4 text-white">核心驱动力：技术路线的“唯一解”与“价值量跃升”</h3>
|
||
<div class="space-y-6 text-slate-300">
|
||
<div>
|
||
<h4 class="font-semibold text-primary">1. 技术必然性：</h4>
|
||
<p>人形机器人灵巧手追求高自由度（20+ DOF）和轻量化，驱动电机必须外置于手掌之外。腱绳是实现远距离、柔性动力传输的“唯一选择”，成为主流方案的技术收敛点。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-primary">2. 价值量指数级增长：</h4>
|
||
<p>特斯拉Optimus灵巧手迭代，导致腱绳单机用量从单手5-6根增至20根以上，长度增加4-5倍，单机价值量从约500元跃升至2000-4400元区间，是支撑市场高预期的核心数据。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-primary">3. 耗材属性：</h4>
|
||
<p>新闻与路演均强调腱绳是耗材，更换周期约1-1.5年（UHMWPE材料），这为市场描绘了一个超越一次性设备采购的、类似“打印机与墨盒”的持续性商业模式。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div x-show="tab === 'perception'" class="glass-card p-8">
|
||
<h3 class="text-2xl font-semibold mb-4 text-white">市场情绪与预期差分析</h3>
|
||
<div class="space-y-6 text-slate-300">
|
||
<div>
|
||
<h4 class="font-semibold text-primary">1. 订单规模预期差：</h4>
|
||
<p>市场对南山智尚获T客户“百万根”级别询价反响热烈，但忽略了这是2026年的意向订单，且当前头部企业日均需求仅“几公斤”。大业股份中报营收仅2212.39元，表明产业仍处“送样测试”和“极小批量”阶段，与数十亿规模预期形成鲜明对比。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-primary">2. 技术路线预期差：</h4>
|
||
<p>市场普遍将UHMWPE纤维视为绝对主流，但高测股份的复合钨丝腱绳已获小批量订单，大业股份的“高分子+钢绳复合”方案也被认可。技术路线尚未完全收敛，未来可能是多种材料共存的格局。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-primary">3. 龙头地位预期差：</h4>
|
||
<p>南山智尚、恒辉安防、高测股份的客户进展更为明确。而行业龙头同益中在机器人腱绳应用上仍处“初步研发阶段”，存在显著预期差。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<hr class="glow-divider" />
|
||
|
||
<!-- Technical Deep Dive - Bento Grid -->
|
||
<section id="tech-dive" class="mb-16 md:mb-24">
|
||
<h2 class="text-3xl font-bold text-center mb-10 text-white text-glow-secondary">技术深度拆解</h2>
|
||
<div class="bento-grid">
|
||
<div class="bento-item glass-card md:col-span-2">
|
||
<h3>腱绳在人形机器人中的作用</h3>
|
||
<ul>
|
||
<li><strong>模拟肌腱：</strong> 作为灵巧手的“肌腱”，通过拉动或放松绳索驱动关节运动。</li>
|
||
<li><strong>动力传递：</strong> 腱传动核心组成，连接固定关节，实现远距离动力传递，决定执行精度。</li>
|
||
<li><strong>主流方案：</strong> 特斯拉Optimus采用“行星齿轮箱+丝杠+腱绳”结构，奠定其核心地位。</li>
|
||
<li><strong>应用广泛：</strong> 挪威1X机器人全身采用，卓益得机器人验证了其可靠性。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bento-item glass-card">
|
||
<h3>方案优缺点</h3>
|
||
<ul>
|
||
<li><strong>优点：</strong> 传动柔性、抓取自适应性强、空间要求低、结构紧凑、成本低。</li>
|
||
<li><strong>缺点：</strong> 控制精度稍弱，存在蠕变和损耗问题，是材料技术核心攻关点。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bento-item glass-card">
|
||
<h3>核心性能要求</h3>
|
||
<ul>
|
||
<li><strong>高强度：</strong> 承受80N以上力，抗拉强度是钢的15倍。</li>
|
||
<li><strong>耐磨/疲劳：</strong> 需实现100万次循环寿命。</li>
|
||
<li><strong>抗蠕变性：</strong> 长期受力下尺寸形变小，是UHMWPE核心瓶颈。</li>
|
||
<li><strong>轻量化：</strong> 密度低，符合机器人减重趋势。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bento-item glass-card md:col-span-2">
|
||
<h3>核心腱绳材料与技术路线</h3>
|
||
<ul>
|
||
<li><strong>两大主流：</strong> 超高分子量聚乙烯纤维(UHMWPE)和高强度钢丝/金属腱绳。</li>
|
||
<li><strong>UHMWPE：</strong> 强度是钢的16倍，密度仅为其1/8，自润滑。技术瓶颈在于抗蠕变，国内企业已通过改性技术突破（如南山智尚）。</li>
|
||
<li><strong>金属腱绳：</strong> 钢丝绳负载传递、传动效率更佳。高测股份主推复合钨丝腱绳，具备极小折弯半径和更优耐疲劳性。</li>
|
||
<li><strong>未来方向：</strong> 混合材料（UHMWPE+其他纤维）、涂层/改性、高分子+钢绳复合是产业界认可的路径，可实现“刚柔并济”。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<hr class="glow-divider" />
|
||
|
||
<!-- Market Size & Value Chain -->
|
||
<section id="market-size" class="mb-16 md:mb-24">
|
||
<h2 class="text-3xl font-bold text-center mb-10 text-white text-glow-secondary">市场空间与价值链</h2>
|
||
<div class="grid md:grid-cols-2 gap-8 items-center">
|
||
<div class="glass-card p-8">
|
||
<h3 class="text-2xl font-semibold mb-4 text-white">单机价值量与市场规模</h3>
|
||
<div class="space-y-4 text-slate-300">
|
||
<div>
|
||
<p class="font-semibold text-primary">用量与价值量：</p>
|
||
<ul class="list-disc list-inside ml-2">
|
||
<li>单台机器人需 <strong class="text-white">12-24根</strong> 腱绳，用量约 <strong class="text-white">15-20米</strong>。</li>
|
||
<li>单机价值量从早期 <strong class="text-white">~500元</strong> 提升至 <strong class="text-white">2000-5000元</strong>，复合方案可达 <strong class="text-white">1.5万元+</strong>。</li>
|
||
<li>成本占比约 <strong class="text-white">10%</strong>，属于高价值耗材。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<p class="font-semibold text-primary">远期市场规模：</p>
|
||
<p>据国盛证券测算，若全球出货量达1000万台，对应市场规模将突破 <strong class="text-white">350亿元</strong>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="glass-card p-6 h-[400px]">
|
||
<div id="market-chart" class="w-full h-full"></div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<hr class="glow-divider" />
|
||
|
||
<!-- Key Players -->
|
||
<section id="key-players" class="mb-16 md:mb-24">
|
||
<h2 class="text-3xl font-bold text-center mb-10 text-white text-glow-secondary">产业链核心玩家深度剖析</h2>
|
||
<div class="grid md:grid-cols-2 lg:grid-cols-3 gap-6">
|
||
<!-- Leader: Nanshan Zhishang -->
|
||
<div class="glass-card p-6 border-2 border-primary/50">
|
||
<div class="flex items-center justify-between mb-3">
|
||
<h3 class="font-bold text-xl text-white">南山智尚 (300918)</h3>
|
||
<div class="badge badge-primary badge-outline">领导者</div>
|
||
</div>
|
||
<p class="text-sm text-slate-400 mb-4">逻辑最纯粹、进展最领先的UHMWPE纤维厂商。</p>
|
||
<ul class="space-y-2 text-sm text-slate-300">
|
||
<li><strong class="text-primary-focus">客户验证：</strong>已获北美T客户百万根级别询价 (26年110万根意向)，深度对接智元、宇树等。</li>
|
||
<li><strong class="text-primary-focus">技术壁垒：</strong>自主研发“抗蠕变纺丝液制备方法”，可生产40CN+高性能产品。</li>
|
||
<li><strong class="text-primary-focus">产品迭代：</strong>产品已迭代3版，覆盖手、臂、腿等多个场景。</li>
|
||
</ul>
|
||
</div>
|
||
<!-- Leader: Gaoce -->
|
||
<div class="glass-card p-6 border-2 border-primary/50">
|
||
<div class="flex items-center justify-between mb-3">
|
||
<h3 class="font-bold text-xl text-white">高测股份 (688556)</h3>
|
||
<div class="badge badge-primary badge-outline">领导者</div>
|
||
</div>
|
||
<p class="text-sm text-slate-400 mb-4">金属路线的领跑者，提供差异化解决方案。</p>
|
||
<ul class="space-y-2 text-sm text-slate-300">
|
||
<li><strong class="text-primary-focus">订单突破：</strong>已形成小批量订单，商业化进展明确。</li>
|
||
<li><strong class="text-primary-focus">差异化竞争：</strong>主推复合钨丝腱绳，在抗蠕变性上具天然优势。</li>
|
||
<li><strong class="text-primary-focus">技术协同：</strong>依托其在钨丝领域的深厚技术积累。</li>
|
||
</ul>
|
||
</div>
|
||
<!-- Challenger: HengHui -->
|
||
<div class="glass-card p-6">
|
||
<div class="flex items-center justify-between mb-3">
|
||
<h3 class="font-bold text-xl text-white">恒辉安防 (300952)</h3>
|
||
<div class="badge badge-secondary badge-outline">追赶者</div>
|
||
</div>
|
||
<p class="text-sm text-slate-400 mb-4">最具业绩弹性的追赶者。</p>
|
||
<ul class="space-y-2 text-sm text-slate-300">
|
||
<li><strong class="text-secondary-focus">深度绑定：</strong>与头部企业合作开发，通过涂层改性技术解决痛点。</li>
|
||
<li><strong class="text-secondary-focus">产能规划：</strong>远期规划产能巨大，若订单落地，业绩弹性最高。</li>
|
||
</ul>
|
||
</div>
|
||
<!-- Challenger: Daye -->
|
||
<div class="glass-card p-6">
|
||
<div class="flex items-center justify-between mb-3">
|
||
<h3 class="font-bold text-xl text-white">大业股份 (603278)</h3>
|
||
<div class="badge badge-secondary badge-outline">追赶者</div>
|
||
</div>
|
||
<p class="text-sm text-slate-400 mb-4">复合路线的探索者。</p>
|
||
<ul class="space-y-2 text-sm text-slate-300">
|
||
<li><strong class="text-secondary-focus">复合路线：</strong>积极布局钢丝与高分子混编材料，解决耐磨问题。</li>
|
||
<li><strong class="text-secondary-focus">率先营收：</strong>已实现象征性营收(2212.39元)，验证其处于极早期。</li>
|
||
</ul>
|
||
</div>
|
||
<!-- "Sleeping Giant": Tongyizhong -->
|
||
<div class="glass-card p-6">
|
||
<div class="flex items-center justify-between mb-3">
|
||
<h3 class="font-bold text-xl text-white">同益中 (688722)</h3>
|
||
<div class="badge badge-accent badge-outline">潜力者</div>
|
||
</div>
|
||
<p class="text-sm text-slate-400 mb-4">“沉睡的巨人”，UHMWPE全产业链龙头。</p>
|
||
<ul class="space-y-2 text-sm text-slate-300">
|
||
<li><strong class="text-accent-focus">技术底蕴：</strong>技术底蕴深厚，全产业链布局，产品对标国际巨头。</li>
|
||
<li><strong class="text-accent-focus">进展滞后：</strong>在机器人腱绳应用上反应稍慢，仍处“初步研发”阶段，存在预期差。</li>
|
||
</ul>
|
||
</div>
|
||
<!-- Upstream: Yunzhongma -->
|
||
<div class="glass-card p-6">
|
||
<div class="flex items-center justify-between mb-3">
|
||
<h3 class="font-bold text-xl text-white">云中马 (603130)</h3>
|
||
<div class="badge badge-accent badge-outline">上游原料</div>
|
||
</div>
|
||
<p class="text-sm text-slate-400 mb-4">上游UHMWPE粉末核心供应商。</p>
|
||
<ul class="space-y-2 text-sm text-slate-300">
|
||
<li><strong class="text-accent-focus">核心地位：</strong>参股公司是国内唯一掌握中高端UHMWPE粉末生产工艺的企业。</li>
|
||
<li><strong class="text-accent-focus">产能扩张：</strong>计划扩产至4.25万吨，保障上游供应。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<hr class="glow-divider" />
|
||
|
||
<!-- Stock Table -->
|
||
<section id="stock-list" class="mb-16 md:mb-24">
|
||
<h2 class="text-3xl font-bold text-center mb-10 text-white text-glow-secondary">相关概念股一览</h2>
|
||
<div class="overflow-x-auto glass-card p-4">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑/原因</th>
|
||
<th>标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>南山智尚</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300918" target="_blank" class="link link-primary">300918</a></td>
|
||
<td>超高分子量聚乙烯纤维产能3600吨/年；可广泛用于机器人灵巧手传动腱绳等领域。已获北美客户百万根询价。</td>
|
||
<td><span class="tag tag-uhmwpe">UHMWPE纤维</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td>高测股份</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688556" target="_blank" class="link link-primary">688556</a></td>
|
||
<td>推出应用于人形机器人灵巧手的钨丝腱绳，已获小批量订单。</td>
|
||
<td><span class="tag tag-metal">钨丝</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td>恒辉安防</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300952" target="_blank" class="link link-primary">300952</a></td>
|
||
<td>规划新增1.2万吨超高分子量聚乙烯纤维产能；已与多家机器人领域领先企业完成多轮送样测试。</td>
|
||
<td><span class="tag tag-uhmwpe">UHMWPE纤维</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td>大业股份</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603278" target="_blank" class="link link-primary">603278</a></td>
|
||
<td>2024年中报，腱绳营收2212.39万元；与北邮合作开发人形机器人腱绳材料。</td>
|
||
<td><span class="tag tag-metal">钢丝/复合</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td>同益中</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688722" target="_blank" class="link link-primary">688722</a></td>
|
||
<td>超高分子量聚乙烯（UHMWPE）纤维现有产能7960吨；主要对接机器人厂家。</td>
|
||
<td><span class="tag tag-uhmwpe">UHMWPE纤维</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td>云中马</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603130" target="_blank" class="link link-primary">603130</a></td>
|
||
<td>中玺新材料（公司持股11%）为国内唯一掌握中高端UHMWPE工艺的企业；规划扩产。</td>
|
||
<td><span class="tag tag-uhmwpe">UHMWPE原料</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td>康隆达</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603665" target="_blank" class="link link-primary">603665</a></td>
|
||
<td>超高分子量聚乙烯纤维产能约1000吨/年左右。</td>
|
||
<td><span class="tag tag-uhmwpe">UHMWPE纤维</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td>福立旺</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688678" target="_blank" class="link link-primary">688678</a></td>
|
||
<td>利用精密金属制造技术向腱绳、微型丝杠等转型，钨丝母线可用于钨丝腱绳。</td>
|
||
<td><span class="tag tag-metal">钨丝</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td>骏鼎达</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=301538" target="_blank" class="link link-primary">301538</a></td>
|
||
<td>超高分子编织腱绳+保护套已小批量交付北美机器人客户。</td>
|
||
<td><span class="tag tag-uhmwpe">UHMWPE制品</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td>鼎龙科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603004" target="_blank" class="link link-primary">603004</a></td>
|
||
<td>PBO单体产能200吨；PBO单体可用于合成PBO纤维，是潜在高性能材料。</td>
|
||
<td><span class="tag tag-other">PBO纤维</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td>东方盛虹</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=000301" target="_blank" class="link link-primary">000301</a></td>
|
||
<td>超高分子量聚乙烯产能2万吨/年。</td>
|
||
<td><span class="tag tag-uhmwpe">UHMWPE原料</span></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
<hr class="glow-divider" />
|
||
|
||
<!-- Rise Analysis -->
|
||
<section id="rise-analysis" class="mb-16 md:mb-24">
|
||
<h2 class="text-3xl font-bold text-center mb-10 text-white text-glow-secondary">事件驱动涨幅分析</h2>
|
||
<div class="space-y-6" x-data="{ open: '' }">
|
||
<div class="glass-card collapse collapse-arrow">
|
||
<input type="radio" name="rise-accordion" @click="open = open === 'jundingda' ? '' : 'jundingda'" />
|
||
<div class="collapse-title text-xl font-medium text-white">
|
||
骏鼎达 (301538) - 2025-09-08 涨幅 <span class="text-green-400 font-bold">20.0%</span>
|
||
</div>
|
||
<div class="collapse-content px-8 pt-4">
|
||
<h4 class="font-bold text-primary mb-2">核心结论：</h4>
|
||
<p class="mb-4">特斯拉Optimus 2.5小批量产线启动→公司“腱绳+保护套”已送样北美机器人客户并获Tier1小批量订单，0→1订单预期差+流通盘小，资金抢筹20cm涨停。</p>
|
||
<h4 class="font-bold text-primary mb-2">异动解析：</h4>
|
||
<ul class="list-disc list-inside text-slate-300 space-y-2">
|
||
<li><strong>人形机器人概念:</strong> 公司互动平台披露，超高分子编织腱绳+保护套已小批量交付北美机器人客户，单机ASP 3000元。董事长赴美，市场猜测与T直接对接。</li>
|
||
<li><strong>特斯拉链:</strong> 公司已进入特斯拉汽车高压线束保护套管供应链，机构调研纪要“配合北美客户新一代智能执行器线束保护方案验证”与Optimus 2.5时间点吻合。</li>
|
||
<li><strong>基本面支撑:</strong> 2025H1营收净利双增，机器人业务按100万台测算，较当前市值弹性巨大。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-card collapse collapse-arrow">
|
||
<input type="radio" name="rise-accordion" @click="open = open === 'guisheng' ? '' : 'guisheng'" />
|
||
<div class="collapse-title text-xl font-medium text-white">
|
||
贵绳股份 (600992) - 2025-06-20 涨幅 <span class="text-green-400 font-bold">5.12%</span>
|
||
</div>
|
||
<div class="collapse-content px-8 pt-4">
|
||
<h4 class="font-bold text-primary mb-2">核心结论：</h4>
|
||
<p class="mb-4">上涨受多重市场讨论因素共振影响，其中人形机器人腱绳材料概念的联想是市场关注焦点之一。</p>
|
||
<h4 class="font-bold text-primary mb-2">异动解析：</h4>
|
||
<ul class="list-disc list-inside text-slate-300 space-y-2">
|
||
<li><strong>概念联想:</strong> 行业研报引发市场对“腱绳”概念关注，市场将公司名称“贵绳”与概念产生联想，引发业务猜测。</li>
|
||
<li><strong>产业链热度:</strong> 人形机器人产业链整体热度提升，带动相关概念股情绪。</li>
|
||
<li><strong>重组传闻:</strong> 投资者论坛存在关于公司潜在重组或被借壳的讨论和预期。</li>
|
||
<li><strong>风险提示:</strong> 官方未证实公司已进入人形机器人腱绳领域，股价波动可能源于市场情绪和概念炒作。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
var chartDom = document.getElementById('market-chart');
|
||
var myChart = echarts.init(chartDom, 'dark');
|
||
var option;
|
||
|
||
option = {
|
||
backgroundColor: 'transparent',
|
||
title: {
|
||
text: '中国人形机器人腱绳材料市场规模预测',
|
||
left: 'center',
|
||
textStyle: {
|
||
color: '#fff',
|
||
fontSize: 16
|
||
}
|
||
},
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: {
|
||
type: 'cross',
|
||
label: {
|
||
backgroundColor: '#6a7985'
|
||
}
|
||
},
|
||
formatter: '{b}年<br/>市场规模: {c} 万元'
|
||
},
|
||
legend: {
|
||
data: ['市场规模 (万元)'],
|
||
bottom: 10,
|
||
textStyle: {
|
||
color: '#ccc'
|
||
}
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '15%',
|
||
containLabel: true
|
||
},
|
||
xAxis: [
|
||
{
|
||
type: 'category',
|
||
boundaryGap: false,
|
||
data: ['2024', '2025', '2026', '2027', '2028', '2029', '2030'],
|
||
axisLine: {
|
||
lineStyle: {
|
||
color: 'rgba(255, 255, 255, 0.3)'
|
||
}
|
||
}
|
||
}
|
||
],
|
||
yAxis: [
|
||
{
|
||
type: 'value',
|
||
name: '万元',
|
||
axisLine: {
|
||
lineStyle: {
|
||
color: 'rgba(255, 255, 255, 0.3)'
|
||
}
|
||
},
|
||
splitLine: {
|
||
lineStyle: {
|
||
color: 'rgba(255, 255, 255, 0.1)'
|
||
}
|
||
}
|
||
}
|
||
],
|
||
series: [
|
||
{
|
||
name: '市场规模 (万元)',
|
||
type: 'line',
|
||
stack: '总量',
|
||
smooth: true,
|
||
lineStyle: {
|
||
width: 2,
|
||
color: new echarts.graphic.LinearGradient(0, 0, 1, 0, [
|
||
{ offset: 0, color: 'rgb(138, 43, 226)' },
|
||
{ offset: 1, color: 'rgb(0, 255, 255)' }
|
||
]),
|
||
},
|
||
showSymbol: false,
|
||
areaStyle: {
|
||
opacity: 0.8,
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{
|
||
offset: 0,
|
||
color: 'rgba(0, 221, 255, 0.4)'
|
||
}, {
|
||
offset: 1,
|
||
color: 'rgba(77, 119, 255, 0.1)'
|
||
}])
|
||
},
|
||
emphasis: {
|
||
focus: 'series'
|
||
},
|
||
// 数据来自研报和新闻
|
||
data: [553, 1325, 4560, 13890, 29850, 47368, 75700]
|
||
}
|
||
]
|
||
};
|
||
|
||
myChart.setOption(option);
|
||
|
||
window.addEventListener('resize', function() {
|
||
myChart.resize();
|
||
});
|
||
});
|
||
</script>
|
||
|
||
</body>
|
||
</html> |