473 lines
30 KiB
HTML
473 lines
30 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>大疆扫地机器人潜在供应商 - 深度投研报告</title>
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/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>
|
||
<style>
|
||
@import url('https://fonts.googleapis.com/css2?family=Lexend:wght@300;400;500;600;700&display=swap');
|
||
|
||
body {
|
||
font-family: 'Lexend', sans-serif;
|
||
background-color: #010007;
|
||
color: #c9d1d9;
|
||
overflow-x: hidden;
|
||
}
|
||
|
||
.glass-card {
|
||
background: rgba(10, 10, 25, 0.4);
|
||
-webkit-backdrop-filter: blur(20px);
|
||
backdrop-filter: blur(20px);
|
||
border: 1px solid rgba(255, 255, 255, 0.08);
|
||
border-radius: 1.5rem; /* extreme rounded corners */
|
||
box-shadow: 0 8px 32px 0 rgba(0, 0, 0, 0.37);
|
||
transition: all 0.3s ease;
|
||
}
|
||
.glass-card:hover {
|
||
border-color: rgba(114, 239, 255, 0.2);
|
||
transform: translateY(-4px);
|
||
}
|
||
|
||
.aurora-background {
|
||
position: fixed;
|
||
top: 0;
|
||
left: 0;
|
||
width: 100%;
|
||
height: 100%;
|
||
z-index: -1;
|
||
overflow: hidden;
|
||
}
|
||
|
||
.aurora-background::before, .aurora-background::after {
|
||
content: '';
|
||
position: absolute;
|
||
filter: blur(150px);
|
||
opacity: 0.3;
|
||
}
|
||
|
||
.aurora-background::before {
|
||
background: radial-gradient(circle at 10% 20%, #4a00e0, transparent 60%);
|
||
width: 800px;
|
||
height: 800px;
|
||
top: -20%;
|
||
left: -20%;
|
||
animation: move-glow1 20s infinite alternate;
|
||
}
|
||
|
||
.aurora-background::after {
|
||
background: radial-gradient(circle at 90% 80%, #00d4ff, transparent 60%);
|
||
width: 700px;
|
||
height: 700px;
|
||
bottom: -30%;
|
||
right: -20%;
|
||
animation: move-glow2 25s infinite alternate;
|
||
}
|
||
|
||
@keyframes move-glow1 {
|
||
from { transform: translate(0, 0) rotate(0deg); }
|
||
to { transform: translate(100px, 50px) rotate(45deg); }
|
||
}
|
||
|
||
@keyframes move-glow2 {
|
||
from { transform: translate(0, 0) rotate(0deg); }
|
||
to { transform: translate(-80px, -60px) rotate(-60deg); }
|
||
}
|
||
|
||
.section-title {
|
||
font-size: 1.5rem;
|
||
font-weight: 600;
|
||
color: #e0e6f0;
|
||
padding-bottom: 0.5rem;
|
||
border-bottom: 1px solid rgba(255, 255, 255, 0.1);
|
||
margin-bottom: 1rem;
|
||
display: flex;
|
||
align-items: center;
|
||
}
|
||
.section-title::before {
|
||
content: '';
|
||
display: inline-block;
|
||
width: 4px;
|
||
height: 24px;
|
||
background-color: #00d4ff;
|
||
margin-right: 0.75rem;
|
||
border-radius: 2px;
|
||
}
|
||
|
||
.collapse-title {
|
||
font-weight: 500;
|
||
}
|
||
|
||
.prose-custom {
|
||
color: #c9d1d9;
|
||
}
|
||
.prose-custom h3 {
|
||
color: #a5b4fc;
|
||
font-weight: 600;
|
||
}
|
||
.prose-custom strong {
|
||
color: #f0f6fc;
|
||
}
|
||
.prose-custom ul > li::before {
|
||
background-color: #818cf8;
|
||
}
|
||
.prose-custom a {
|
||
color: #7dd3fc;
|
||
text-decoration: none;
|
||
transition: color 0.2s;
|
||
}
|
||
.prose-custom a:hover {
|
||
color: #0ea5e9;
|
||
}
|
||
.badge-outline-custom {
|
||
border-color: #00d4ff;
|
||
color: #00d4ff;
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="min-h-screen">
|
||
<div class="aurora-background"></div>
|
||
|
||
<div class="relative z-10 p-4 sm:p-8">
|
||
<header class="text-center mb-12">
|
||
<h1 class="text-4xl md:text-5xl font-bold text-transparent bg-clip-text bg-gradient-to-r from-cyan-300 to-indigo-400 mb-2">大疆扫地机器人潜在供应商</h1>
|
||
<h2 class="text-xl text-gray-400">深度投研报告</h2>
|
||
<p class="text-xs text-gray-500 mt-4 max-w-2xl mx-auto">
|
||
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。
|
||
</p>
|
||
</header>
|
||
|
||
<main class="grid grid-cols-12 gap-6 max-w-7xl mx-auto">
|
||
|
||
<!-- Insight 核心观点 -->
|
||
<section class="glass-card col-span-12 p-6 prose-custom max-w-none">
|
||
<h2 class="section-title">核心观点与市场认知分析</h2>
|
||
<div class="prose prose-custom max-w-none">
|
||
<h3>核心观点摘要</h3>
|
||
<p>大疆进军扫地机器人市场，本质上是其在<strong>无人机领域积累的核心技术（算法、传感器融合、电机控制）和成熟供应链的降维应用与复用</strong>。当前概念正从事件驱动的<strong>主题炒作阶段</strong>，向由产品销量和订单驱动的<strong>基本面验证阶段</strong>过渡。其核心投资逻辑在于挖掘与大疆无人机业务深度绑定、且产品线与扫地机器人需求高度匹配的<strong>“复用型”核心供应商</strong>，以及在代工环节存在的<strong>巨大预期差</strong>。</p>
|
||
|
||
<h3>核心驱动力</h3>
|
||
<ul>
|
||
<li><strong>技术降维打击</strong>：大疆将其在无人机领域沉淀的三大核心技术——<strong>路径规划算法（SLAM）、多传感器融合避障技术（视觉与激光雷达）、以及高性能电机控制</strong>——平移至扫地机器人领域，具备天然的竞争优势。</li>
|
||
<li><strong>供应链复用与成本控制</strong>：通过复用<strong>欣旺达（电池）、全志科技（CPU）、秋泰科技（镜头模组）</strong>等现有无人机供应商，大疆能在保证质量的同时，实现快速起量和成本控制。</li>
|
||
<li><strong>品牌势能转化</strong>：大疆在全球消费电子领域积累的强大品牌认知度和技术口碑，为其新产品提供了极高的市场起点和消费者信任度。</li>
|
||
</ul>
|
||
|
||
<h3>预期差分析 (投资机会)</h3>
|
||
<ol>
|
||
<li><strong>代工环节的预期差</strong>：市场普遍认知代工厂是<strong>福日电子</strong>。然而，核心路演纪要揭示，公司正与<strong>恒和精密</strong>洽谈一份初期份额25-30%（约50-60亿元）的巨额订单，因其具备“<strong>机器人零部件协同</strong>”能力。恒和精密可能是长期、核心的生产制造平台，市场关注点可能存在错位。</li>
|
||
<li><strong>供应链深度的预期差</strong>：真正的核心逻辑在于“<strong>大疆无人机供应链的平移</strong>”。与大疆无人机业务合作历史悠久、份额稳固的供应商（如欣旺达、秋泰科技），其确定性和订单弹性可能远高于市场从零开始寻找的“新供应商”。</li>
|
||
<li><strong>产品定位的预期差</strong>：<strong>3000-5000元</strong>的中高端定价区间，表明大疆意图凭借技术优势直接与行业龙头正面竞争，而非低价换量，这对供应链的质量和技术要求更高。</li>
|
||
</ol>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 产业链图谱与催化剂 -->
|
||
<div class="col-span-12 grid grid-cols-1 lg:grid-cols-2 gap-6">
|
||
<section class="glass-card p-6">
|
||
<h2 class="section-title">产业链图谱</h2>
|
||
<div id="echarts-sankey" style="width: 100%; height: 400px;"></div>
|
||
</section>
|
||
|
||
<section class="glass-card p-6 prose-custom max-w-none">
|
||
<h2 class="section-title">关键催化剂与未来发展路径</h2>
|
||
<div x-data="{ tab: 'short' }" class="mt-4">
|
||
<div class="tabs tabs-boxed bg-black/20">
|
||
<a class="tab" :class="{'tab-active': tab === 'short'}" @click="tab = 'short'">近期催化剂</a>
|
||
<a class="tab" :class="{'tab-active': tab === 'long'}" @click="tab = 'long'">长期发展路径</a>
|
||
</div>
|
||
<div class="pt-4">
|
||
<div x-show="tab === 'short'" class="space-y-2">
|
||
<p><strong>1. 恒和精密合作官宣：</strong>路演信息提到“预计1个月内签约”，若落地将是对市场代工认知的重大修正。</p>
|
||
<p><strong>2. 首批产品销量数据：</strong>Q3/Q4销售数据、第三方拆机报告将是验证产品力、确认核心供应商的关键。</p>
|
||
<p><strong>3. 核心供应商财报验证：</strong>相关上市公司财报中若披露来自“新晋消费电子大客户”的显著增量，将是最强印证。</p>
|
||
</div>
|
||
<div x-show="tab === 'long'" class="space-y-2">
|
||
<p><strong>市场份额抢占期 (1-2年)：</strong>快速抢占国内市场份额，进入行业前三，核心供应商地位巩固。</p>
|
||
<p><strong>技术与品类扩张期 (2-4年)：</strong>集成机械臂、AI语义理解等新技术，带动新型传感器、控制芯片、精密结构件增量需求。</p>
|
||
<p><strong>全球化与生态构建期 (4年以上)：</strong>复制无人机业务成功路径，大规模进军海外市场，并构建第三方应用和服务生态。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</div>
|
||
|
||
<!-- 数据来源 -->
|
||
<section class="glass-card col-span-12 p-6" x-data="{ tab: 'news' }">
|
||
<h2 class="section-title">核心数据来源分析</h2>
|
||
<div class="tabs tabs-boxed bg-black/20 mb-4">
|
||
<a class="tab" :class="{'tab-active': tab === 'news'}" @click="tab = 'news'">新闻数据</a>
|
||
<a class="tab" :class="{'tab-active': tab === 'roadshow'}" @click="tab = 'roadshow'">路演纪要</a>
|
||
<a class="tab" :class="{'tab-active': tab === 'research'}" @click="tab = 'research'">研报纪要</a>
|
||
</div>
|
||
|
||
<div class="prose prose-custom max-w-none text-sm">
|
||
<div x-show="tab === 'news'">
|
||
<h3>直接相关信息</h3>
|
||
<ul>
|
||
<li><strong>代工方：福日电子</strong> (来源新闻: 2025-07-28) - `大疆8月6号推出扫地机器人，福日电子代工`</li>
|
||
<li><strong>重要零部件：全志、欣旺达</strong> (来源新闻: 2025-08-09) - `重要零部件供应商选用全志、欣旺达等主流厂商`</li>
|
||
<li><strong>商务合作：长光辰芯 (奥普光电参股)</strong> (来源新闻: 2025-03-20) - `奥普光电：参股公司长光辰芯与海康机器人、大疆创新等均有商务合作`</li>
|
||
</ul>
|
||
<h3>潜在相关信息</h3>
|
||
<ul>
|
||
<li><strong>产业集群：</strong>大湾区AI和机电优势企业有望与大疆共同构成机器人产业集群。</li>
|
||
<li><strong>芯片供应商参考：北京君正</strong> (X2600已应用在扫地机器人上)。</li>
|
||
<li><strong>大疆其他产品线供应商 (可能复用)：</strong>恒玄科技, 泰凌微, 炬芯科技 (无线麦克风芯片)。</li>
|
||
</ul>
|
||
</div>
|
||
<div x-show="tab === 'roadshow'">
|
||
<h3>大疆无人机及机器人业务更新 (最核心信源)</h3>
|
||
<ul>
|
||
<li><strong>产品发布：</strong>8月6日发布三款扫地机 (3000-5000元)。</li>
|
||
<li><strong>无人机供应链 (高概率复用)：</strong>
|
||
<ul>
|
||
<li><strong>电池：</strong>欣旺达</li>
|
||
<li><strong>电机：</strong>明志电器、汇川技术</li>
|
||
<li><strong>CPU：</strong>高端—高通、ST、TI；中低端—全志</li>
|
||
<li><strong>镜头/模组：</strong>联创电子、宇瞳光学、欧菲光、秋泰科技</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>代工与组装 (存在预期差)：</strong>
|
||
<ul>
|
||
<li><strong>洽谈中 (高度相关)：恒和精密</strong>。预计1个月内签约，初期25-30%份额 (约50-60亿元订单)，选择原因是“机器人零部件协同”。</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>行业参考供应商：</strong>石头科技与<strong>丘泰、舜宇</strong>合作摄像头；机器人领域AI芯片潜在供应商<strong>地平线</strong>。</li>
|
||
</ul>
|
||
</div>
|
||
<div x-show="tab === 'research'">
|
||
<h3>核心技术与零部件需求</h3>
|
||
<ul>
|
||
<li><strong>核心能力迁移：</strong>大疆依托长期积累的<strong>路径规划算法（SLAM）、多传感器融合避障技术、高性能电机控制</strong>等核心能力。</li>
|
||
<li><strong>带动需求增长：</strong>将带动<strong>传感器（激光雷达、视觉模组）、高性能电机、SLAM算法芯片</strong>等核心零部件需求。</li>
|
||
</ul>
|
||
<h3>潜在供应商 (技术生态)</h3>
|
||
<ul>
|
||
<li><strong>AI解决方案：地平线机器人 (Horizon Robotics)</strong>。其非车解决方案专注于家庭服务场景，技术栈与扫地机器人高度相关，且提供开放OS和工具链，可能支持大疆定制化开发。</li>
|
||
<li><strong>传感器 (地平线生态圈)：</strong>博世 (Bosch)、法雷奥 (Valeo) 等。</li>
|
||
</ul>
|
||
<h3>行业创新趋势 (未来需求)</h3>
|
||
<ul>
|
||
<li><strong>新兴零部件：</strong>行业龙头（如石头科技）探索的<strong>5轴折叠仿生机械臂</strong>等功能，将催生<strong>新型传感器、控制芯片、机械结构</strong>等增量需求。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 关联个股异动分析 -->
|
||
<section class="glass-card col-span-12 p-6">
|
||
<h2 class="section-title">关联板块异动分析</h2>
|
||
<div class="space-y-2">
|
||
<div class="collapse collapse-arrow bg-black/20">
|
||
<input type="radio" name="rise-accordion" checked="checked" />
|
||
<div class="collapse-title text-lg font-medium">科沃斯 (603486) - 行业龙头情绪带动</div>
|
||
<div class="collapse-content prose prose-custom max-w-none text-sm">
|
||
<p>在大疆入局消息发酵期间，科沃斯作为行业龙头股价上涨。主要原因为：1. <strong>行业整体利好</strong>，市场看好扫地机器人赛道；2. <strong>机器人板块整体走强</strong>的联动效应；3. 市场认可其<strong>行业龙头地位</strong>，认为其护城河稳固；4. <strong>资金关注度高</strong>，具身智能概念吸引了TMT风格资金。尽管存在竞争担忧，但板块情绪和龙头地位为其提供了支撑。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-arrow bg-black/20">
|
||
<input type="radio" name="rise-accordion" />
|
||
<div class="collapse-title text-lg font-medium">石头科技 (688169) - 业绩与创新驱动</div>
|
||
<div class="collapse-content prose prose-custom max-w-none text-sm">
|
||
<p>石头科技上涨的核心逻辑在于其强劲的基本面：1. <strong>市场份额显著提升</strong>，Q2扫地机器人市占率超30%居行业第一；2. <strong>业绩预期乐观</strong>，Q2收入预计增长70-80%；3. <strong>海外市场表现亮眼</strong>，亚马逊会员日在欧洲多国销售额排名第一；4. <strong>新品发布预期</strong>（活水洗地机器人、割草机器人），拓展产品线。其强势表现提振了整个清洁电器板块的信心。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 核心标的列表 -->
|
||
<section class="glass-card col-span-12 p-6">
|
||
<h2 class="section-title">核心潜在供应商梳理</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra bg-transparent">
|
||
<thead class="text-base text-cyan-200">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>代码</th>
|
||
<th>所属环节</th>
|
||
<th class="w-2/5">核心逻辑与关联性</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>欣旺达</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300207" target="_blank" class="link link-hover text-sky-400">300207</a></td>
|
||
<td><div class="badge badge-primary badge-outline">电池</div></td>
|
||
<td class="text-sm"><strong>逻辑最纯粹，龙头地位稳固</strong>。同时出现在新闻、路演（无人机BOM）中，是大疆核心电池供应商，且产品已大规模应用于扫地机器人。确定性极高。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>福日电子</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600203" target="_blank" class="link link-hover text-sky-400">600203</a></td>
|
||
<td><div class="badge badge-accent badge-outline">代工</div></td>
|
||
<td class="text-sm"><strong>逻辑最直接，但可能弹性有限</strong>。新闻明确点名，确定性最高。子公司中诺通讯为大疆提供ODM服务，但可能只是初期、小规模的合作伙伴。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>同兴达</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002845" target="_blank" class="link link-hover text-sky-400">002845</a></td>
|
||
<td><div class="badge badge-secondary badge-outline">光学</div></td>
|
||
<td class="text-sm">大疆是其重要客户，合作主要在光学摄像头。公司产品线覆盖感知类（扫地机器人等）摄像头，属于顺理成章的业务延伸。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>宇瞳光学</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300790" target="_blank" class="link link-hover text-sky-400">300790</a></td>
|
||
<td><div class="badge badge-secondary badge-outline">光学</div></td>
|
||
<td class="text-sm">公司的非球面玻璃镜片间接供予大疆，其智能家居系列产品可用于扫地机器人。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>豪鹏科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=001283" target="_blank" class="link link-hover text-sky-400">001283</a></td>
|
||
<td><div class="badge badge-primary badge-outline">电池</div></td>
|
||
<td class="text-sm">公司为大疆的核心电池供应商之一，具备切入扫地机器人供应链的合作基础和技术能力。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>珠海冠宇</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688772" target="_blank" class="link link-hover text-sky-400">688772</a></td>
|
||
<td><div class="badge badge-primary badge-outline">电池</div></td>
|
||
<td class="text-sm">公司无人机电池与大疆建立稳定合作，同时也有供应扫地机器人电池的业务，供应链复用可能性高。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中润光学</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688307" target="_blank" class="link link-hover text-sky-400">688307</a></td>
|
||
<td><div class="badge badge-secondary badge-outline">光学</div></td>
|
||
<td class="text-sm">为大疆工业无人机设计超高清变焦镜头，并为扫地机器人激光雷达客户提供光学元器件，技术能力匹配。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>银禧科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300221" target="_blank" class="link link-hover text-sky-400">300221</a></td>
|
||
<td><div class="badge badge-outline-custom">结构件</div></td>
|
||
<td class="text-sm">大疆是公司重要客户之一。公司的高分子材料改性塑料可用于扫地机器人外壳等结构件。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>热威股份</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603075" target="_blank" class="link link-hover text-sky-400">603075</a></td>
|
||
<td><div class="badge badge-outline-custom">其他</div></td>
|
||
<td class="text-sm">为大疆提供各类电热元件，其产品也用于扫地机器人（如烘干模块）。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中石科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300684" target="_blank" class="link link-hover text-sky-400">300684</a></td>
|
||
<td><div class="badge badge-outline-custom">其他</div></td>
|
||
<td class="text-sm">大疆是其客户，公司的均热板（VC）散热方案可应用于扫地机器人。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>钧崴电子</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=301458" target="_blank" class="link link-hover text-sky-400">301458</a></td>
|
||
<td><div class="badge badge-outline-custom">其他</div></td>
|
||
<td class="text-sm">产品（精密电阻及熔断器）已进入大疆手持云台及ADAS供应链，并应用于扫地机器人。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>信维通信</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300136" target="_blank" class="link link-hover text-sky-400">300136</a></td>
|
||
<td><div class="badge badge-outline-custom">其他</div></td>
|
||
<td class="text-sm">公司与大疆正在开展业务合作，同时已开拓扫地机器人重要客户，具备合作基础。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
var chartDom = document.getElementById('echarts-sankey');
|
||
var myChart = echarts.init(chartDom, 'dark'); // Initialize with dark theme
|
||
var option;
|
||
|
||
const nodes = [
|
||
{ name: '上游：核心零部件' },
|
||
{ name: '芯片' },
|
||
{ name: '电池' },
|
||
{ name: '光学/视觉' },
|
||
{ name: '电机' },
|
||
{ name: '结构件/其他' },
|
||
{ name: '中游：ODM/OEM' },
|
||
{ name: '下游：品牌方' },
|
||
{ name: '全志科技' }, { name: '北京君正' }, { name: '地平线' },
|
||
{ name: '欣旺达' }, { name: '豪鹏科技' }, { name: '珠海冠宇' },
|
||
{ name: '同兴达' }, { name: '宇瞳光学' }, { name: '秋泰科技' }, { name: '舜宇光学' },
|
||
{ name: '明志电器' }, { name: '汇川技术' },
|
||
{ name: '银禧科技' }, { name: '中石科技' },
|
||
{ name: '福日电子' }, { name: '恒和精密' },
|
||
{ name: '大疆创新' }
|
||
];
|
||
|
||
const links = [
|
||
{ source: '上游：核心零部件', target: '芯片', value: 4 },
|
||
{ source: '上游：核心零部件', target: '电池', value: 3 },
|
||
{ source: '上游：核心零部件', target: '光学/视觉', value: 4 },
|
||
{ source: '上游：核心零部件', target: '电机', value: 2 },
|
||
{ source: '上游：核心零部件', target: '结构件/其他', value: 2 },
|
||
|
||
{ source: '芯片', target: '全志科技', value: 1 },
|
||
{ source: '芯片', target: '北京君正', value: 1 },
|
||
{ source: '芯片', target: '地平线', value: 2 },
|
||
|
||
{ source: '电池', target: '欣旺达', value: 2 },
|
||
{ source: '电池', target: '豪鹏科技', value: 1 },
|
||
{ source: '电池', target: '珠海冠宇', value: 1 },
|
||
|
||
{ source: '光学/视觉', target: '同兴达', value: 1 },
|
||
{ source: '光学/视觉', target: '宇瞳光学', value: 1 },
|
||
{ source: '光学/视觉', target: '秋泰科技', value: 1 },
|
||
{ source: '光学/视觉', target: '舜宇光学', value: 1 },
|
||
|
||
{ source: '电机', target: '明志电器', value: 1 },
|
||
{ source: '电机', target: '汇川技术', value: 1 },
|
||
|
||
{ source: '结构件/其他', target: '银禧科技', value: 1 },
|
||
{ source: '结构件/其他', target: '中石科技', value: 1 },
|
||
|
||
{ source: '中游：ODM/OEM', target: '福日电子', value: 1 },
|
||
{ source: '中游：ODM/OEM', target: '恒和精密', value: 2 },
|
||
|
||
{ source: '全志科技', target: '中游：ODM/OEM', value: 1 },
|
||
{ source: '欣旺达', target: '中游：ODM/OEM', value: 2 },
|
||
{ source: '秋泰科技', target: '中游：ODM/OEM', value: 1 },
|
||
{ source: '恒和精密', target: '下游：品牌方', value: 2 },
|
||
{ source: '福日电子', target: '下游：品牌方', value: 1 },
|
||
{ source: '下游：品牌方', target: '大疆创新', value: 3 }
|
||
];
|
||
|
||
option = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: {
|
||
trigger: 'item',
|
||
triggerOn: 'mousemove'
|
||
},
|
||
series: [
|
||
{
|
||
type: 'sankey',
|
||
layout: 'none',
|
||
emphasis: {
|
||
focus: 'adjacency'
|
||
},
|
||
data: nodes,
|
||
links: links,
|
||
label: {
|
||
color: '#c9d1d9',
|
||
fontFamily: 'Lexend',
|
||
fontSize: 12
|
||
},
|
||
itemStyle: {
|
||
borderWidth: 1,
|
||
borderColor: '#aaa'
|
||
},
|
||
lineStyle: {
|
||
color: 'gradient',
|
||
curveness: 0.5,
|
||
opacity: 0.5
|
||
}
|
||
}
|
||
]
|
||
};
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |