488 lines
34 KiB
HTML
488 lines
34 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>深度研报：小米汽车产业链</title>
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<script src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js" defer></script>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Orbitron:wght@400;700&family=Inter:wght@300;400;600;700&display=swap');
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body {
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font-family: 'Inter', sans-serif;
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background-color: #010008;
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background-image:
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radial-gradient(ellipse at 20% 20%, rgba(57, 0, 153, 0.2) 0%, transparent 80%),
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radial-gradient(ellipse at 80% 10%, rgba(0, 78, 194, 0.2) 0%, transparent 80%),
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radial-gradient(ellipse at 90% 90%, rgba(0, 153, 153, 0.2) 0%, transparent 80%);
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color: #E0E0E0;
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font-family: 'Orbitron', sans-serif;
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.glass-card {
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background: rgba(10, 10, 25, 0.35);
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backdrop-filter: blur(20px);
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-webkit-backdrop-filter: blur(20px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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border-radius: 24px;
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box-shadow: 0 8px 32px 0 rgba(0, 0, 0, 0.37);
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text-shadow: 0 0 8px rgba(0, 191, 255, 0.6), 0 0 16px rgba(0, 191, 255, 0.4);
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.section-title {
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font-family: 'Orbitron', sans-serif;
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font-size: 2.5rem;
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font-weight: 700;
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color: #FFFFFF;
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letter-spacing: 2px;
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text-shadow: 0 0 15px rgba(0, 225, 255, 0.7), 0 0 25px rgba(0, 150, 255, 0.5);
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border-bottom: 2px solid rgba(0, 225, 255, 0.3);
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padding-bottom: 1rem;
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margin-bottom: 2rem;
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.sub-title {
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font-family: 'Orbitron', sans-serif;
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font-weight: 600;
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text-shadow: 0 0 5px rgba(0, 209, 255, 0.5);
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.bento-grid {
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display: grid;
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gap: 1rem;
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grid-template-columns: repeat(auto-fit, minmax(300px, 1fr));
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}
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.table thead th, .table tbody td {
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background-color: transparent !important;
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border-color: rgba(255, 255, 255, 0.15) !important;
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}
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.table thead th {
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color: #00D1FF;
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font-weight: 600;
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}
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.prose-custom {
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color: #C0C0C0;
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}
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.prose-custom h1, .prose-custom h2, .prose-custom h3, .prose-custom h4 {
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.prose-custom strong {
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/* Scrollbar styles */
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::-webkit-scrollbar {
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width: 8px;
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::-webkit-scrollbar-track {
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background: rgba(10, 10, 25, 0.5);
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::-webkit-scrollbar-thumb {
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background-color: rgba(0, 209, 255, 0.6);
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border: 2px solid transparent;
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::-webkit-scrollbar-thumb:hover {
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background-color: rgba(0, 209, 255, 0.8);
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}
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</style>
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</head>
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<body class="min-h-screen">
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<div class="container mx-auto p-4 md:p-8">
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<!-- Header -->
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<header class="text-center mb-16 animate-fadeIn">
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<h1 class="font-orbitron text-4xl md:text-6xl font-bold text-glow mb-4">小米汽车产业链</h1>
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<h2 class="text-xl md:text-2xl text-cyan-300">深度·行研报告</h2>
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<p class="mt-6 text-sm text-gray-400">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<br>本报告为AI合成数据，投资需谨慎。</p>
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</header>
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<!-- Main Content -->
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<main>
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<!-- Insight Section -->
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<section class="mb-16">
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<div class="glass-card p-6 md:p-10">
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<h2 class="section-title">概念洞察 (Insight)</h2>
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<div class="prose-custom max-w-none space-y-8">
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<div>
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<h3 class="sub-title text-xl mb-4">0. 核心观点摘要</h3>
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<p>小米汽车产业链是科技巨头生态降维打击传统制造业的典型范例，其核心驱动力源于小米强大的品牌势能、粉丝效应与渠道能力所引爆的<strong>确定性海量订单</strong>，从而为产业链相关公司带来显著的<strong>业绩弹性</strong>。当前，该概念已从初期的主题炒作过渡到由<strong>销量和交付数据驱动的基本面验证阶段</strong>，未来潜力在于其“人车家全生态”的协同效应以及在智能驾驶和AI领域的持续投入。</p>
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</div>
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<div>
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<h3 class="sub-title text-xl mb-4">1. 概念发展脉络</h3>
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<ul class="timeline timeline-snap-icon max-md:timeline-compact timeline-vertical">
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<li>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm.75-13a.75.75 0 00-1.5 0v5c0 .414.336.75.75.75h4a.75.75 0 000-1.5h-3.25V5z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic">2021-2023</time>
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<div class="text-lg font-black sub-title">战略宣布与布局期</div>
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小米宣布造车，计划10年投入100亿美元，并组建超3400人研发团队，通过战略投资深度布局产业链，投资了Momenta、禾赛科技等关键技术公司。
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</div>
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<hr class="bg-cyan-400/50"/>
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</li>
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<li>
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<hr class="bg-cyan-400/50"/>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm.75-13a.75.75 0 00-1.5 0v5c0 .414.336.75.75.75h4a.75.75 0 000-1.5h-3.25V5z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end mb-10">
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<time class="font-mono italic">2023.12 - 2024.03</time>
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<div class="text-lg font-black sub-title">技术展示与产品亮相期</div>
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举办技术发布会，展示五大核心自研技术。小米SU7正式上市，21.59万元起售价引爆市场，24小时大定近9万台，产业链进入高光时刻。
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</div>
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<hr class="bg-cyan-400/50"/>
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</li>
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<li>
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<hr class="bg-cyan-400/50"/>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm.75-13a.75.75 0 00-1.5 0v5c0 .414.336.75.75.75h4a.75.75 0 000-1.5h-3.25V5z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic">2024.04 - 至今</time>
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<div class="text-lg font-black sub-title">产能爬坡与交付验证期</div>
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SU7启动交付，首款SUV车型YU7发布，用户留资量达SU7同期3倍。交付量持续攀升，至2025年8月单月超3万台，验证了强大的执行力。
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</div>
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<hr class="bg-cyan-400/50"/>
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</li>
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<li>
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<hr class="bg-cyan-400/50"/>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm.75-13a.75.75 0 00-1.5 0v5c0 .414.336.75.75.75h4a.75.75 0 000-1.5h-3.25V5z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end">
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<time class="font-mono italic">进行时</time>
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<div class="text-lg font-black sub-title">生态融合与AI深化期</div>
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明确“人车家全生态”战略，将机器人团队并入汽车事业部，旨在打造“AI手机+AIoT+智能驾驶”全景图，为产业链赋予长远想象空间。
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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>
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</section>
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<!-- Bento Grid -->
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<section class="mb-16">
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<h2 class="section-title">核心数据看板</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
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<!-- Delivery Chart -->
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<div class="glass-card p-6 md:col-span-2 lg:col-span-2 row-span-2">
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<h3 class="sub-title text-lg mb-4">月度交付量趋势 (台)</h3>
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<div id="deliveryChart" style="width: 100%; height: 400px;"></div>
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</div>
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<!-- Key Numbers -->
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<div class="glass-card p-6">
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<h3 class="sub-title text-lg mb-4">关键指标</h3>
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<div class="space-y-4">
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<div class="flex justify-between items-baseline">
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<span class="text-gray-400">2025年交付目标</span>
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<span class="font-orbitron text-2xl text-white">350,000+</span>
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</div>
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<div class="flex justify-between items-baseline">
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<span class="text-gray-400">上市15个月累计交付</span>
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<span class="font-orbitron text-2xl text-white">300,000+</span>
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</div>
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<div class="flex justify-between items-baseline">
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<span class="text-gray-400">2025年8月单月交付</span>
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<span class="font-orbitron text-2xl text-white">30,000+</span>
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</div>
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</div>
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</div>
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<div class="glass-card p-6">
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<h3 class="sub-title text-lg mb-4">YU7 SUV 市场反馈</h3>
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<p class="text-3xl font-orbitron text-white">3X</p>
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<p class="text-gray-400">用户留资量达到SU7同期三倍</p>
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</div>
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<!-- Technology Stack -->
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<div class="glass-card p-6 md:col-span-2 lg:col-span-3">
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<h3 class="sub-title text-lg mb-4">五大核心自研技术</h3>
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<div class="grid grid-cols-2 md:grid-cols-5 gap-4 text-center">
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<div>
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<div class="text-cyan-400 text-3xl mb-2">⚡</div>
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<p>电驱</p>
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<p class="text-xs text-gray-400">V8s电机 27200转</p>
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</div>
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<div>
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<div class="text-cyan-400 text-3xl mb-2">🔋</div>
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<p>电池</p>
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<p class="text-xs text-gray-400">800V高压 & CTB技术</p>
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</div>
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<div>
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<div class="text-cyan-400 text-3xl mb-2">🔩</div>
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<p>大压铸</p>
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<p class="text-xs text-gray-400">9100t集群自研</p>
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</div>
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<div>
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<div class="text-cyan-400 text-3xl mb-2">🖥️</div>
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<p>智能座舱</p>
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<p class="text-xs text-gray-400">澎湃OS & 骁龙8295</p>
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</div>
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<div>
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<div class="text-cyan-400 text-3xl mb-2">🚗</div>
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<p>智能驾驶</p>
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<p class="text-xs text-gray-400">全栈自研 & 508TOPS</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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</section>
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<!-- Core Logic & Market Analysis -->
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<section class="mb-16">
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<div class="glass-card p-6 md:p-10">
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<h2 class="section-title">核心逻辑与市场分析</h2>
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<div class="prose-custom max-w-none space-y-8">
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<div>
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<h3 class="sub-title text-xl mb-4">核心驱动力</h3>
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<ul class="list-disc pl-5 space-y-2">
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<li><strong>订单确定性带来的增长逻辑:</strong> 凭借庞大用户基础（全球MIUI月活6.41亿）和卓越营销，实现“上市即爆款”。SU7的24小时近9万大定和YU7的3倍留资量，为上游供应商提供了极强的订单能见度，估值逻辑随之重构。</li>
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<li><strong>“生态化反”的价值增量:</strong> “人车家全生态”战略通过澎湃OS打通手机、AIoT和汽车，创造了独特的智能座舱体验，为产业链（如金山云算力、华阳集团显示）带来传统部件之外的增值服务需求。</li>
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<li><strong>技术自研驱动的产业链升级:</strong> 在超级电机、CTB、大压铸、智能驾驶等领域高强度投入，掌控核心技术，能够定义产品并带动国内供应商（如汇川技术、美利信）进行技术升级和国产替代。</li>
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</ul>
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</div>
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<div>
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<h3 class="sub-title text-xl mb-4">预期差分析</h3>
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<div class="space-y-4">
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<div class="p-4 border border-green-500/30 rounded-lg bg-green-500/10">
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<h4 class="font-bold text-green-400">潜在的低估点 (Positive)</h4>
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<p>市场可能仍低估了小米<strong>软件定义汽车</strong>的迭代速度。其智能驾驶系统在半年内完成三代架构升级，这种“互联网速度”可能使其在智能化体验上快速超越对手，对智能驾驶域控（德赛西威）、算力（金山云）的需求超出当前预期。</p>
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</div>
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<div class="p-4 border border-yellow-500/30 rounded-lg bg-yellow-500/10">
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<h4 class="font-bold text-yellow-400">潜在的高估点 (Negative)</h4>
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<p>市场可能将弱关联甚至纯粹猜测的标的与核心供应商混为一谈。部分“接触中”或“间接”供应商的实际订单量和利润贡献可能远低于市场预期。此外，激烈的价格战下，产业链的<strong>毛利率水平</strong>是市场尚未充分讨论的关键点。</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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</section>
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<!-- Catalysts & Future Path -->
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<section class="mb-16">
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<div class="glass-card p-6 md:p-10">
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<h2 class="section-title">关键催化剂与发展路径</h2>
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<div class="grid md:grid-cols-2 gap-8 prose-custom max-w-none">
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<div>
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<h3 class="sub-title text-xl mb-4">近期催化剂 (3-6个月)</h3>
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<ul class="list-disc pl-5 space-y-2">
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<li><strong>小米YU7交付与产能爬坡:</strong> 首款SUV的成功是验证其能否在主流市场立足的关键。</li>
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<li><strong>智能驾驶城市NOA全国开通:</strong> 功能落地和用户口碑将直接影响小米的“科技”标签含金量。</li>
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<li><strong>机器人业务进展披露:</strong> 下半年PR宣发，任何具体参数或应用场景披露都可能引爆相关产业链。</li>
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<li><strong>季度财报发布:</strong> 汽车业务的毛利率、交付指引等数据是基本面验证的核心依据。</li>
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</ul>
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</div>
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<div>
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<h3 class="sub-title text-xl mb-4">长期发展路径</h3>
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<ul class="list-disc pl-5 space-y-2">
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<li><strong>规模化阶段 (当前-2026):</strong> 完成产能爬坡（总产能达30万辆/年），实现SU7和YU7稳定交付，有望在2025年实现盈亏平衡。</li>
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<li><strong>智能化深化阶段 (2026-2028):</strong> 智驾能力向L3/L4演进，自研座舱芯片等核心半导体国产化。</li>
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<li><strong>生态融合与出海阶段 (2028以后):</strong> “人车家”生态深度融合，增值服务成为新利润点，并开启海外市场扩张。</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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</section>
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<!-- Stock List Section -->
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<section x-data="{ tab: 'core' }">
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<h2 class="section-title">相关概念股</h2>
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<div class="tabs tabs-boxed bg-black/30 backdrop-blur-sm border border-white/10 mb-6">
|
||
<a class="tab tab-lg" :class="{ 'tab-active !bg-cyan-500 !text-black': tab === 'core' }" @click.prevent="tab = 'core'">核心供应商</a>
|
||
<a class="tab tab-lg" :class="{ 'tab-active !bg-cyan-500 !text-black': tab === 'partner' }" @click.prevent="tab = 'partner'">产业链伙伴</a>
|
||
<a class="tab tab-lg" :class="{ 'tab-active !bg-cyan-500 !text-black': tab === 'potential' }" @click.prevent="tab = 'potential'">潜在及关联公司</a>
|
||
<a class="tab tab-lg" :class="{ 'tab-active !bg-cyan-500 !text-black': tab === 'rise' }" @click.prevent="tab = 'rise'">涨幅异动分析</a>
|
||
</div>
|
||
|
||
<div class="glass-card p-2 md:p-6 overflow-x-auto">
|
||
<!-- Core Suppliers Table -->
|
||
<div x-show="tab === 'core'">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心产品/领域</th>
|
||
<th>关系描述</th>
|
||
<th>单车价值量(参考)</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>德赛西威</td><td><a href="https://valuefrontier.cn/company?scode=002920" target="_blank" class="link link-hover text-cyan-400">002920</a></td><td>智能驾驶域控、智能座舱</td><td>领导者, 技术壁垒高</td><td>¥12,000 - ¥15,000</td></tr>
|
||
<tr><td>拓普集团</td><td><a href="https://valuefrontier.cn/company?scode=601689" target="_blank" class="link link-hover text-cyan-400">601689</a></td><td>空气悬架、热管理、底盘</td><td>领导者, 平台型供应商</td><td>¥5,000 - ¥10,000</td></tr>
|
||
<tr><td>无锡振华</td><td><a href="https://valuefrontier.cn/company?scode=605319" target="_blank" class="link link-hover text-cyan-400">605319</a></td><td>车身冲压件</td><td>高弹性, 放量受益标的</td><td>¥1,000 - ¥2,300</td></tr>
|
||
<tr><td>新泉股份</td><td><a href="https://valuefrontier.cn/company?scode=603179" target="_blank" class="link link-hover text-cyan-400">603179</a></td><td>内饰件(门板、中控)</td><td>高弹性, 内饰核心供应商</td><td>¥1,000 - ¥2,000</td></tr>
|
||
<tr><td>经纬恒润</td><td><a href="https://valuefrontier.cn/company?scode=688326" target="_blank" class="link link-hover text-cyan-400">688326</a></td><td>车身域控、TBOX</td><td>核心控制器供应商</td><td>¥3,000 - ¥4,000</td></tr>
|
||
<tr><td>华阳集团</td><td><a href="https://valuefrontier.cn/company?scode=002906" target="_blank" class="link link-hover text-cyan-400">002906</a></td><td>HUD、PHUD、天际屏</td><td>核心显示零部件</td><td>-</td></tr>
|
||
<tr><td>汇川技术</td><td><a href="https://valuefrontier.cn/company?scode=300124" target="_blank" class="link link-hover text-cyan-400">300124</a></td><td>电机(联合研发)</td><td>V6s电机联研方</td><td>-</td></tr>
|
||
<tr><td>宁德时代</td><td><a href="https://valuefrontier.cn/company?scode=300750" target="_blank" class="link link-hover text-cyan-400">300750</a></td><td>麒麟电池、神行电池</td><td>Max/Pro版电池供应商</td><td>-</td></tr>
|
||
<tr><td>比亚迪</td><td><a href="https://valuefrontier.cn/company?scode=002594" target="_blank" class="link link-hover text-cyan-400">002594</a></td><td>刀片电池</td><td>标准版电池供应商</td><td>-</td></tr>
|
||
<tr><td>禾赛科技</td><td>-</td><td>激光雷达</td><td>Max版激光雷达供应商</td><td>¥5,000+</td></tr>
|
||
<tr><td>金山云</td><td>-</td><td>AI算力、云服务</td><td>生态基座, 智驾训练算力</td><td>-</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<!-- Partner Table -->
|
||
<div x-show="tab === 'partner'" style="display: none;">
|
||
<table class="table table-zebra w-full">
|
||
<thead><tr><th>股票名称</th><th>股票代码</th><th>产品/领域</th><th>关系描述</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>模塑科技</td><td><a href="https://valuefrontier.cn/company?scode=000700" target="_blank" class="link link-hover text-cyan-400">000700</a></td><td>保险杠</td><td>直接供应商 (¥2,500/辆)</td></tr>
|
||
<tr><td>美利信</td><td><a href="https://valuefrontier.cn/company?scode=301307" target="_blank" class="link link-hover text-cyan-400">301307</a></td><td>一体化压铸件</td><td>三电类压铸件供应商</td></tr>
|
||
<tr><td>祥鑫科技</td><td><a href="https://valuefrontier.cn/company?scode=002965" target="_blank" class="link link-hover text-cyan-400">002965</a></td><td>车身结构件、电池箱体</td><td>已建立合作关系</td></tr>
|
||
<tr><td>银轮股份</td><td><a href="https://valuefrontier.cn/company?scode=002126" target="_blank" class="link link-hover text-cyan-400">002126</a></td><td>热管理前端模块</td><td>直接供应商</td></tr>
|
||
<tr><td>保隆科技</td><td><a href="https://valuefrontier.cn/company?scode=603197" target="_blank" class="link link-hover text-cyan-400">603197</a></td><td>储气罐、TPMS</td><td>直接供应商</td></tr>
|
||
<tr><td>鹏翎股份</td><td><a href="https://valuefrontier.cn/company?scode=300375" target="_blank" class="link link-hover text-cyan-400">300375</a></td><td>流体管路</td><td>已定点, 直接供应商</td></tr>
|
||
<tr><td>万向钱潮</td><td><a href="https://valuefrontier.cn/company?scode=000559" target="_blank" class="link link-hover text-cyan-400">000559</a></td><td>等速驱动轴</td><td>直接供货</td></tr>
|
||
<tr><td>常熟汽饰</td><td><a href="https://valuefrontier.cn/company?scode=603035" target="_blank" class="link link-hover text-cyan-400">603035</a></td><td>内外饰(立柱护板)</td><td>直接供货</td></tr>
|
||
<tr><td>沃特股份</td><td>-</td><td>碳纤维材料</td><td>SU7 Ultra碳纤维供应商</td></tr>
|
||
<tr><td>电工合金</td><td><a href="https://valuefrontier.cn/company?scode=300697" target="_blank" class="link link-hover text-cyan-400">300697</a></td><td>高压连接件</td><td>间接供货</td></tr>
|
||
<tr><td>商络电子</td><td><a href="https://valuefrontier.cn/company?scode=300975" target="_blank" class="link link-hover text-cyan-400">300975</a></td><td>电子元器件</td><td>Tier1间接供货</td></tr>
|
||
<tr><td>雅创电子</td><td><a href="https://valuefrontier.cn/company?scode=301099" target="_blank" class="link link-hover text-cyan-400">301099</a></td><td>电子元器件</td><td>Tier1间接供货, 小批量</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<!-- Potential/Related Table -->
|
||
<div x-show="tab === 'potential'" style="display: none;">
|
||
<table class="table table-zebra w-full">
|
||
<thead><tr><th>股票名称</th><th>股票代码</th><th>领域</th><th>关系描述/备注</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>凯众股份</td><td><a href="https://valuefrontier.cn/company?scode=603037" target="_blank" class="link link-hover text-cyan-400">603037</a></td><td>线控制动</td><td>小米智造投资其子公司炯熠电子</td></tr>
|
||
<tr><td>金杨股份</td><td>-</td><td>电池结构件</td><td>小米为公司股东(持股2.51%)</td></tr>
|
||
<tr><td>一汽富维</td><td>-</td><td>座椅、内外饰</td><td>接触中, 已报价</td></tr>
|
||
<tr><td>三联锻造</td><td><a href="https://valuefrontier.cn/company?scode=001282" target="_blank" class="link link-hover text-cyan-400">001282</a></td><td>锻造件</td><td>接触中</td></tr>
|
||
<tr><td>均胜电子</td><td><a href="https://valuefrontier.cn/company?scode=600699" target="_blank" class="link link-hover text-cyan-400">600699</a></td><td>汽车电子/安全</td><td>有业务合作, 未披露详情</td></tr>
|
||
<tr><td>光庭信息</td><td><a href="https://valuefrontier.cn/company?scode=301221" target="_blank" class="link link-hover text-cyan-400">301221</a></td><td>软件服务</td><td>已拿到小规模订单</td></tr>
|
||
<tr><td>北汽蓝谷</td><td><a href="https://valuefrontier.cn/company?scode=600733" target="_blank" class="link link-hover text-cyan-400">600733</a></td><td>整车</td><td>早期传闻借用其资质(风险: 过时信息)</td></tr>
|
||
<tr><td>兴民智通</td><td><a href="https://valuefrontier.cn/company?scode=002355" target="_blank" class="link link-hover text-cyan-400">002355</a></td><td>车轮</td><td>北汽供应商(风险: 弱关联)</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<!-- Rise Analysis Table -->
|
||
<div x-show="tab === 'rise'" style="display: none;">
|
||
<table class="table table-zebra w-full">
|
||
<thead><tr><th>股票名称</th><th>股票代码</th><th>异动日期</th><th>涨幅</th><th>核心催化剂</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>富特科技</td><td><a href="https://valuefrontier.cn/company?scode=301607" target="_blank" class="link link-hover text-cyan-400">301607</a></td><td>2025-06-26</td><td class="text-green-400">6.46%</td><td>作为小米YU7车载电源独家供应商, 受新车发布及订单超预期刺激</td></tr>
|
||
<tr><td>精进电动</td><td><a href="https://valuefrontier.cn/company?scode=688280" target="_blank" class="link link-hover text-cyan-400">688280</a></td><td>2025-08-27</td><td class="text-green-400">20.00%</td><td>博弈半年报拐点, 叠加小米SU7四驱版电驱系统定点放量</td></tr>
|
||
<tr><td>金田股份</td><td><a href="https://valuefrontier.cn/company?scode=601609" target="_blank" class="link link-hover text-cyan-400">601609</a></td><td>2025-06-27</td><td class="text-green-400">6.05%</td><td>公司宣布已实现对小米汽车高压扁线的批量供货</td></tr>
|
||
<tr><td>富临精工</td><td><a href="https://valuefrontier.cn/company?scode=300432" target="_blank" class="link link-hover text-cyan-400">300432</a></td><td>2025-06-24</td><td class="text-green-400">8.44%</td><td>确认为YU7磷酸铁锂供应商, 叠加固态电池概念发酵</td></tr>
|
||
<tr><td>浙江华远</td><td><a href="https://valuefrontier.cn/company?scode=301535" target="_blank" class="link link-hover text-cyan-400">301535</a></td><td>2025-06-23</td><td class="text-green-400">8.44%</td><td>市场传闻为YU7供应商, 受新车发布预期催化</td></tr>
|
||
<tr><td>泉峰汽车</td><td><a href="https://valuefrontier.cn/company?scode=603982" target="_blank" class="link link-hover text-cyan-400">603982</a></td><td>2025-06-24</td><td class="text-green-400">6.24%</td><td>传闻为小米供应三电壳体, 小米产业链概念发酵</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
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