706 lines
29 KiB
HTML
706 lines
29 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>特斯拉产业链分析报告</title>
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<!-- Google Fonts -->
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
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<!-- Font Awesome Icons -->
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- Tailwind CSS -->
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<!-- DaisyUI -->
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/themes.css" rel="stylesheet" type="text/css" />
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<!-- Custom CSS -->
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<style>
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body {
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font-family: 'Inter', sans-serif;
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overflow-x: hidden;
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}
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#particles-js {
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position: fixed;
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width: 100%;
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height: 100%;
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top: 0;
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left: 0;
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z-index: -1;
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background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
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}
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.glass-card {
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background: rgba(255, 255, 255, 0.05);
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backdrop-filter: blur(10px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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}
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.tesla-gradient {
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background: linear-gradient(135deg, #e82127 0%, #cc0000 100%);
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}
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.timeline-dot {
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width: 16px;
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height: 16px;
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background-color: #e82127;
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border-radius: 50%;
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position: relative;
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z-index: 1;
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}
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.timeline-line {
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position: absolute;
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left: 8px;
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top: 16px;
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width: 2px;
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height: calc(100% - 16px);
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background-color: rgba(232, 33, 39, 0.3);
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}
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.highlight-text {
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background: linear-gradient(90deg, #e82127 0%, #ff6b6b 100%);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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font-weight: 700;
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}
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@media (max-width: 768px) {
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.card-grid {
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grid-template-columns: 1fr;
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}
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}
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</style>
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</head>
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<body class="bg-gray-900 text-gray-100">
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<!-- Particles Background -->
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<div id="particles-js"></div>
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<!-- Main Content -->
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<div class="container mx-auto px-4 py-8 relative z-10">
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<!-- Header -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 highlight-text">特斯拉产业链分析</h1>
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<p class="text-gray-300 text-lg">智能化+机器人双轮驱动新周期</p>
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</div>
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<!-- Concept Event Section -->
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<div class="glass-card rounded-2xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-red-400">概念事件</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4">背景与催化事件</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg">
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<div class="flex items-center mb-2">
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<i class="fas fa-car text-red-500 mr-2"></i>
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<h4 class="font-semibold">FSD入华</h4>
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</div>
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<p class="text-sm text-gray-300">2025H1计划落地中国（需监管批准），类比2020年Model 3国产化</p>
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</div>
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<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg">
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<div class="flex items-center mb-2">
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<i class="fas fa-car-side text-red-500 mr-2"></i>
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<h4 class="font-semibold">新车周期</h4>
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</div>
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<p class="text-sm text-gray-300">2025Q1焕新版Model Y全球上市，2025H1发布廉价车型（目标售价<3万美元）</p>
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</div>
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<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg">
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<div class="flex items-center mb-2">
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<i class="fas fa-robot text-red-500 mr-2"></i>
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<h4 class="font-semibold">机器人量产</h4>
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</div>
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<p class="text-sm text-gray-300">2025年Optimus小批量（数千台）用于特斯拉工厂，2026年对外销售</p>
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</div>
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<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg">
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<div class="flex items-center mb-2">
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<i class="fas fa-battery-full text-red-500 mr-2"></i>
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<h4 class="font-semibold">储能扩张</h4>
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</div>
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<p class="text-sm text-gray-300">上海储能超级工厂2025Q1投产（20GWh/年），总产能达100GWh</p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-4">时间轴</h3>
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<div class="relative">
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<div class="timeline-line"></div>
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<div class="relative flex mb-8">
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<div class="timeline-dot mr-4"></div>
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<div class="flex-1">
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<h4 class="font-semibold text-red-400">2024Q4</h4>
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<p class="text-sm text-gray-300">FSD V13北美推送</p>
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<p class="text-xs text-gray-400">产业链影响：智驾硬件（域控制器、传感器）需求爆发</p>
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</div>
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</div>
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<div class="relative flex mb-8">
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<div class="timeline-dot mr-4"></div>
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<div class="flex-1">
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<h4 class="font-semibold text-red-400">2025Q1</h4>
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<p class="text-sm text-gray-300">焕新版Model Y上市</p>
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<p class="text-xs text-gray-400">产业链影响：轻量化、内饰件订单释放</p>
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</div>
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</div>
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<div class="relative flex mb-8">
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<div class="timeline-dot mr-4"></div>
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<div class="flex-1">
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<h4 class="font-semibold text-red-400">2025H1</h4>
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<p class="text-sm text-gray-300">廉价车型发布+墨西哥工厂投产</p>
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<p class="text-xs text-gray-400">产业链影响：供应链出海（墨西哥产能）</p>
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</div>
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</div>
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<div class="relative flex mb-8">
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<div class="timeline-dot mr-4"></div>
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<div class="flex-1">
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<h4 class="font-semibold text-red-400">2025H2</h4>
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<p class="text-sm text-gray-300">Optimus量产启动</p>
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<p class="text-xs text-gray-400">产业链影响：机器人核心部件（丝杠、减速器）</p>
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</div>
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</div>
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<div class="relative flex">
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<div class="timeline-dot mr-4"></div>
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<div class="flex-1">
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<h4 class="font-semibold text-red-400">2025全年</h4>
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<p class="text-sm text-gray-300">全球销量280万辆（同比+33%）</p>
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<p class="text-xs text-gray-400">产业链影响：绑定特斯拉的Tier1供应商直接受益</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- Core Views Section -->
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<div class="glass-card rounded-2xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-red-400">核心观点摘要</h2>
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<div class="space-y-4">
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<div class="flex items-start">
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<i class="fas fa-check-circle text-red-500 mt-1 mr-3"></i>
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<div>
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<h3 class="font-semibold mb-1">阶段判断</h3>
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<p class="text-sm text-gray-300">特斯拉产业链正从"电动化主题"转向"智能化+机器人"基本面驱动阶段，2025年是关键拐点</p>
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</div>
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</div>
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<div class="flex items-start">
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<i class="fas fa-check-circle text-red-500 mt-1 mr-3"></i>
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<div>
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<h3 class="font-semibold mb-1">核心驱动力</h3>
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<p class="text-sm text-gray-300">FSD技术商业化（中国落地）、新车周期（廉价车型+Cybertruck）、机器人量产（Optimus）</p>
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</div>
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</div>
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<div class="flex items-start">
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<i class="fas fa-check-circle text-red-500 mt-1 mr-3"></i>
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<div>
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<h3 class="font-semibold mb-1">未来潜力</h3>
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<p class="text-sm text-gray-300">2025-2027年特斯拉销量CAGR 30%+，机器人业务打开千亿级增量市场</p>
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</div>
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</div>
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</div>
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</div>
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<!-- Core Logic Section -->
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<div class="glass-card rounded-2xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-red-400">核心逻辑与市场认知分析</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-6">
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<div>
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<h3 class="text-xl font-semibold mb-4">技术突破</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-microchip text-red-500 mt-1 mr-2"></i>
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<div>
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<p class="font-medium">FSD V13端到端神经网络</p>
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<p class="text-sm text-gray-400">接管里程提升6倍，中国落地将复制北美50%+渗透率路径</p>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-robot text-red-500 mt-1 mr-2"></i>
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<div>
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<p class="font-medium">机器人技术复用汽车产业链</p>
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<p class="text-sm text-gray-400">48V架构、4680电池、Dojo超算，成本下降曲线陡峭（50万美元→2万美元）</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 mb-4">政策催化</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-landmark text-red-500 mt-1 mr-2"></i>
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<div>
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<p class="font-medium">特朗普自动驾驶联邦框架</p>
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<p class="text-sm text-gray-400">统一自动驾驶联邦框架，降低监管壁垒</p>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-gavel text-red-500 mt-1 mr-2"></i>
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<div>
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<p class="font-medium">中国L3法规2025年落地</p>
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<p class="text-sm text-gray-400">特斯拉或首批获批，加速FSD商业化进程</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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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-xl font-semibold mb-4">市场热度与情绪</h3>
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<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg">
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<p class="font-medium mb-2">研报密集度</p>
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<p class="text-sm text-gray-300">2024Q4以来，东吴、中信建投、长江等8家券商集中发布特斯拉产业链深度报告，情绪极度乐观</p>
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</div>
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<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg mt-3">
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<p class="font-medium mb-2">分歧点</p>
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<p class="text-sm text-gray-300">市场对FSD入华进度（需数据跨境审批）和机器人量产良率（2025年仅数千台）存在谨慎声音</p>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-4">预期差分析</h3>
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<div class="bg-yellow-900 bg-opacity-30 p-4 rounded-lg border border-yellow-700">
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<p class="font-medium mb-2 text-yellow-400">被忽略的关键点</p>
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<ul class="text-sm text-gray-300 space-y-2">
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<li>• 墨西哥工厂产能（100万辆/年）可能因特朗普关税政策延迟</li>
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<li>• 机器人供应链中，丝杠、六维力传感器国产化率<10%，技术突破存在不确定性</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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</div>
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<!-- Catalysts Section -->
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<div class="glass-card rounded-2xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-red-400">关键催化剂与未来发展路径</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4">近期催化剂（3-6个月）</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-gradient-to-br from-red-900 to-red-700 p-4 rounded-lg">
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<div class="text-red-300 text-sm mb-1">2025年1月</div>
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<p class="font-medium">特斯拉财报确认廉价车型发布时间</p>
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</div>
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<div class="bg-gradient-to-br from-red-900 to-red-700 p-4 rounded-lg">
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<div class="text-red-300 text-sm mb-1">2025年3月</div>
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<p class="font-medium">英伟达GTC大会展示机器人进展</p>
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</div>
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<div class="bg-gradient-to-br from-red-900 to-red-700 p-4 rounded-lg">
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<div class="text-red-300 text-sm mb-1">2025年4月</div>
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<p class="font-medium">上海储能工厂投产</p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-4">长期路径（2025-2027）</h3>
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<div class="overflow-x-auto">
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<table class="w-full">
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<thead>
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<tr class="border-b border-gray-700">
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<th class="text-left py-3 px-4">阶段</th>
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<th class="text-left py-3 px-4">里程碑</th>
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<th class="text-left py-3 px-4">产业链机会</th>
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</tr>
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</thead>
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<tbody>
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<tr class="border-b border-gray-800">
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<td class="py-3 px-4 text-red-400 font-medium">2025</td>
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<td class="py-3 px-4">FSD中国落地+廉价车型量产</td>
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<td class="py-3 px-4">智驾硬件（德赛西威）、轻量化（拓普）</td>
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</tr>
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<tr class="border-b border-gray-800">
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<td class="py-3 px-4 text-red-400 font-medium">2026</td>
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<td class="py-3 px-4">Cybertruck达产+机器人外销</td>
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<td class="py-3 px-4">机器人Tier1（三花智控）、丝杠（五洲新春）</td>
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</tr>
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<tr>
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<td class="py-3 px-4 text-red-400 font-medium">2027</td>
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<td class="py-3 px-4">全球销量400万辆+机器人50万台</td>
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<td class="py-3 px-4">全球化供应链（新泉股份墨西哥工厂）</td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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</div>
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<!-- Industry Chain Section -->
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<div class="glass-card rounded-2xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-red-400">产业链与核心公司深度剖析</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4">产业链图谱</h3>
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<div class="flex flex-col md:flex-row justify-between items-center">
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<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg mb-4 md:mb-0 md:w-1/3 mx-2">
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<h4 class="font-semibold text-center mb-3 text-red-400">上游</h4>
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<ul class="text-sm space-y-2">
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<li>• 电池（宁德时代）</li>
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<li>• 芯片（英伟达）</li>
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<li>• 材料（金力永磁）</li>
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</ul>
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</div>
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<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg mb-4 md:mb-0 md:w-1/3 mx-2">
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<h4 class="font-semibold text-center mb-3 text-red-400">中游</h4>
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<ul class="text-sm space-y-2">
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<li>• Tier1：拓普集团（单车价值1.3万元）</li>
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<li>• Tier1：三花智控（热管理+机器人执行器）</li>
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<li>• 核心部件：丝杠（五洲新春）</li>
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<li>• 核心部件：减速器（双环传动）</li>
|
||
<li>• 核心部件：传感器（柯力传感）</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg md:w-1/3 mx-2">
|
||
<h4 class="font-semibold text-center mb-3 text-red-400">下游</h4>
|
||
<ul class="text-sm space-y-2">
|
||
<li>• 特斯拉整车</li>
|
||
<li>• 储能（Powerwall）</li>
|
||
<li>• 机器人（Optimus）</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4">公司</th>
|
||
<th class="text-left py-3 px-4">角色</th>
|
||
<th class="text-left py-3 px-4">优势</th>
|
||
<th class="text-left py-3 px-4">风险</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-medium">拓普集团</td>
|
||
<td class="py-3 px-4">全球Tier 0.5</td>
|
||
<td class="py-3 px-4">绑定特斯拉+机器人执行器布局</td>
|
||
<td class="py-3 px-4">特斯拉收入占比39%（集中风险）</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-medium">新泉股份</td>
|
||
<td class="py-3 px-4">内饰龙头</td>
|
||
<td class="py-3 px-4">墨西哥工厂2025年投产（1.8亿美元）</td>
|
||
<td class="py-3 px-4">行业价格战压缩利润</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-medium">五洲新春</td>
|
||
<td class="py-3 px-4">丝杠国产化</td>
|
||
<td class="py-3 px-4">技术突破+特斯拉送样验证</td>
|
||
<td class="py-3 px-4">量产进度不及预期</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">三花智控</td>
|
||
<td class="py-3 px-4">热管理+机器人</td>
|
||
<td class="py-3 px-4">机器人执行器独家供应预期</td>
|
||
<td class="py-3 px-4">机器人业务占比低（<5%）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Risks Section -->
|
||
<div class="glass-card rounded-2xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-red-400">潜在风险与挑战</h2>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4">风险类型</th>
|
||
<th class="text-left py-3 px-4">具体表现</th>
|
||
<th class="text-left py-3 px-4">影响程度</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-medium">技术风险</td>
|
||
<td class="py-3 px-4">FSD中国数据合规审批延迟</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-red-900 text-red-200 px-2 py-1 rounded text-xs">高</span>
|
||
</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-medium">商业化风险</td>
|
||
<td class="py-3 px-4">机器人成本下降不及预期（当前5万美元）</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-yellow-900 text-yellow-200 px-2 py-1 rounded text-xs">中</span>
|
||
</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-medium">政策风险</td>
|
||
<td class="py-3 px-4">特朗普关税政策或延迟墨西哥工厂投产</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-yellow-900 text-yellow-200 px-2 py-1 rounded text-xs">中</span>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">竞争风险</td>
|
||
<td class="py-3 px-4">华为、小米机器人分流供应链资源</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-green-900 text-green-200 px-2 py-1 rounded text-xs">低</span>
|
||
</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Conclusion Section -->
|
||
<div class="glass-card rounded-2xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-red-400">综合结论与投资启示</h2>
|
||
|
||
<div class="space-y-6">
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3">阶段判断</h3>
|
||
<p class="text-gray-300">特斯拉产业链已从主题炒作进入基本面驱动阶段，2025年三大业务（车/智驾/机器人）同步放量。</p>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3">最具价值环节</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-gradient-to-br from-red-900 to-red-800 p-4 rounded-lg">
|
||
<h4 class="font-semibold mb-2">机器人核心部件</h4>
|
||
<p class="text-sm text-gray-300">技术壁垒高+国产化率低（<10%）</p>
|
||
</div>
|
||
<div class="bg-gradient-to-br from-red-900 to-red-800 p-4 rounded-lg">
|
||
<h4 class="font-semibold mb-2">全球化供应链</h4>
|
||
<p class="text-sm text-gray-300">绑定特斯拉出海，规避关税风险</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3">关键跟踪指标</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-chart-line text-red-500 mt-1 mr-2"></i>
|
||
<div>
|
||
<p class="font-medium">FSD中国渗透率</p>
|
||
<p class="text-sm text-gray-400">2025年目标20%（当前<1%）</p>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-robot text-red-500 mt-1 mr-2"></i>
|
||
<div>
|
||
<p class="font-medium">Optimus量产进度</p>
|
||
<p class="text-sm text-gray-400">2025年Q1是否达周产200台</p>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-industry text-red-500 mt-1 mr-2"></i>
|
||
<div>
|
||
<p class="font-medium">墨西哥工厂投产率</p>
|
||
<p class="text-sm text-gray-400">2025年Q2拓普/新泉产能利用率是否>80%</p>
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Related Stocks Section -->
|
||
<div class="glass-card rounded-2xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-red-400">关联股票数据</h2>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4">股票名称</th>
|
||
<th class="text-left py-3 px-4">客户</th>
|
||
<th class="text-left py-3 px-4">合作内容</th>
|
||
<th class="text-left py-3 px-4">占比/分类</th>
|
||
<th class="text-left py-3 px-4">投资理由</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-medium">喜悦智行</td>
|
||
<td class="py-3 px-4">特斯拉</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">超30%</td>
|
||
<td class="py-3 px-4">特斯拉是公司第一大客户，占比超30%</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-medium">威唐工业</td>
|
||
<td class="py-3 px-4">特斯拉</td>
|
||
<td class="py-3 px-4">配合特斯拉北美建厂</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">特斯拉是公司主要客户，配合特斯拉北美建厂</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-medium">嵘泰股份</td>
|
||
<td class="py-3 px-4">特斯拉</td>
|
||
<td class="py-3 px-4">配合特斯拉北美建厂</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">特斯拉是公司主要客户，配合特斯拉北美建厂</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-medium">常青股份</td>
|
||
<td class="py-3 px-4">特斯拉</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">一级供应商</td>
|
||
<td class="py-3 px-4">公司是特斯拉的一级供应商，主要客户包括特斯拉</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-medium">美利信</td>
|
||
<td class="py-3 px-4">特斯拉</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">一级供应商</td>
|
||
<td class="py-3 px-4">公司是特斯拉的一级供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-medium">金钟股份</td>
|
||
<td class="py-3 px-4">特斯拉</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">一级供应商</td>
|
||
<td class="py-3 px-4">公司是特斯拉的一级供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-medium">亚通精工</td>
|
||
<td class="py-3 px-4">特斯拉</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">一级供应商</td>
|
||
<td class="py-3 px-4">公司是特斯拉的一级供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-medium">科力装备</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">成功配套特斯拉Model 3/Y/5车型及比亚迪、蔚来、理想等国内外新能源车</td>
|
||
<td class="py-3 px-4">新能源汽车领域</td>
|
||
<td class="py-3 px-4">公司开发的新能源汽车零部件已获整车厂认可，成功配套特斯拉及多家新能源车企</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-medium">中瑞股份</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">特斯拉Model 3/Y</td>
|
||
<td class="py-3 px-4">公司产品主要应用于特斯拉Model 3、Model Y等新能源汽车</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-medium">吉冈精密</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">电机结构件产品已通过测试阶段</td>
|
||
<td class="py-3 px-4">特斯拉Model 3/Y</td>
|
||
<td class="py-3 px-4">公司与客户共同开发的电机结构件产品已通过测试，将应用于特斯拉Model 3及Model Y</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-medium">晋拓股份</td>
|
||
<td class="py-3 px-4">法雷奥、博格华纳等一级供应商及特斯拉、蔚来、比亚迪等车企</td>
|
||
<td class="py-3 px-4">新能源电机、电控、热系统零部件</td>
|
||
<td class="py-3 px-4">新能源汽车</td>
|
||
<td class="py-3 px-4">公司抓住新能源汽车终端需求发展机遇，开发多款新能源汽车零部件产品，获得特斯拉等车企项目覆盖</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">瑞玛精密</td>
|
||
<td class="py-3 px-4">比亚迪、蔚来、理想等</td>
|
||
<td class="py-3 px-4">座椅金属骨架配套产品</td>
|
||
<td class="py-3 px-4">特斯拉Model S/Y项目</td>
|
||
<td class="py-3 px-4">公司座椅金属骨架配套产品延续特斯拉Model S/Y项目，新能源汽车客户覆盖比亚迪、蔚来、理想等国内外车企</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Scripts -->
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||
<script>
|
||
// Initialize particles
|
||
tsParticles.load("particles-js", {
|
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particles: {
|
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number: {
|
||
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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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|
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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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random: true
|
||
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|
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|
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enable: true,
|
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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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|
||
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|
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|
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out_mode: "out",
|
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|
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|
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|
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|
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grab: {
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retina_detect: true
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</body>
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</html>
|
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``` |