462 lines
34 KiB
HTML
462 lines
34 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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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>特斯拉人形机器人价值量 - 深度产业价值链分析</title>
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<script src="https://cdn.tailwindcss.com"></script>
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body {
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font-family: 'Noto Sans SC', sans-serif;
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color: #e0e7ff;
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h2, h3, h4 {
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.table th, .table td {
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</head>
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<body class="min-h-screen">
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<div class="turrell-glow-1"></div>
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<div class="turrell-glow-2"></div>
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<div class="container mx-auto p-4 md:p-8 space-y-12">
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<!-- Header -->
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<header class="text-center py-12">
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<h1 class="text-4xl md:text-6xl font-bold glow-text tracking-wider">特斯拉人形机器人价值量</h1>
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<p class="text-lg md:text-xl text-indigo-300 mt-4">深度产业价值链分析</p>
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</header>
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<!-- Core Insight Section -->
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<section id="insight" class="space-y-8">
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<div class="glass-card p-6 md:p-8">
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<h2 class="text-2xl font-bold mb-4 border-l-4 border-blue-500 pl-4">核心观点摘要</h2>
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<p class="text-base text-gray-300 leading-relaxed">特斯拉人形机器人正处在从“0到1”的商业化引爆前夜，其核心驱动力源于特斯拉强大的工程化能力与复用汽车供应链所带来的<strong class="text-cyan-400">极致成本控制（目标2万美元）</strong>。当前市场正围绕其量产时间表和供应链价值分配进行定价，未来潜力巨大，但实现路径高度依赖于量产良率爬坡和核心零部件的国产化降本进程。</p>
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</div>
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<div class="glass-card p-6 md:p-8">
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<h2 class="text-2xl font-bold mb-6 border-l-4 border-blue-500 pl-4">概念事件与发展时间轴</h2>
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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">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.00-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic">愿景与定位</time>
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<div class="text-lg font-black">宏大叙事</div>
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马斯克将人形机器人定位为“马斯克做过最有价值的产品”，预测其长期需求将超过汽车，甚至“2040年，比人类数量还多”，奠定了市场对其巨大价值空间的想象基础。
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</div>
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<hr/>
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</li>
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<li>
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<hr/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.00-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end mb-10">
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<time class="font-mono italic">2024 Q4 (预期)</time>
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<div class="text-lg font-black">Gen 3 发布</div>
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市场高度关注，最大变化在于灵巧手臂，自由度将从11个大幅提升至22个，是功能性实现质变的关键节点。12月国内供应链迎来特斯拉审厂，量产订单即将落地。
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</div>
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<hr/>
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</li>
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<li>
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<hr/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.00-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic">2025 (量产元年)</time>
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<div class="text-lg font-black">小批量生产</div>
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计划产量在3,000至10,000台之间，主要用于特斯拉自有工厂的部署和测试。关键催化剂：制药巨头PharmAGRI意向采购“多达10,000台”，极大提振市场信心。
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</div>
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<hr/>
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</li>
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<li>
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<hr/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.00-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end mb-10">
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<time class="font-mono italic">2026</time>
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<div class="text-lg font-black">产量十倍增长</div>
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产量目标区间为5万至10万台，并有望开始向外部客户销售。供应链中 Tier1 厂商进入订单兑现期。
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</div>
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<hr/>
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</li>
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<li>
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<hr/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.00-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end">
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<time class="font-mono italic">2029-2030</time>
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<div class="text-lg font-black">百万级年产目标</div>
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计划实现年产100万台的宏伟目标，成本降至消费级水平，探索B端大规模渗透与C端市场。
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</div>
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</li>
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</ul>
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</div>
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</section>
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<!-- Data Deep Dive -->
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<section id="data-deep-dive">
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<h2 class="text-3xl font-bold text-center mb-8 glow-text">数据深度剖析</h2>
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<div class="bento-grid">
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<div class="bento-item glass-card p-6 md:p-8 col-span-1 md:col-span-2">
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<h3 class="text-xl font-bold mb-4">核心零部件价值量拆解 (量产百万台测算)</h3>
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<div id="bom-chart" style="width: 100%; height: 400px;"></div>
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</div>
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<div class="bento-item glass-card p-6 md:p-8">
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<h3 class="text-xl font-bold mb-4">成本目标：从现状到未来</h3>
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<div class="flex flex-col justify-center h-full space-y-4">
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<div class="text-center">
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<p class="text-gray-400 text-sm">当前硬件成本估算</p>
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<p class="text-4xl font-bold text-red-400">¥ 37-52 万</p>
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<p class="text-gray-400 text-sm">(约 5-6 万美元)</p>
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</div>
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<div class="flex justify-center items-center">
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<div class="border-t border-dashed border-gray-500 flex-grow"></div>
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<span class="px-4 text-blue-400 font-bold">降本路径</span>
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<div class="border-t border-dashed border-gray-500 flex-grow"></div>
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</div>
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<div class="text-center">
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<p class="text-gray-400 text-sm">量产百万台后目标成本</p>
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<p class="text-5xl font-bold text-green-400">$ 20,000</p>
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<p class="text-gray-400 text-sm">(对标中端轿车)</p>
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</div>
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</div>
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</div>
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<div class="bento-item glass-card p-6 md:p-8">
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<h3 class="text-xl font-bold mb-4">灵巧手：价值量提升核心</h3>
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<div class="space-y-4 text-gray-300">
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<div>
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<p class="font-semibold text-white">自由度 (DoF) 跃升:</p>
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<p><span class="badge badge-info badge-outline">Gen 2: 11 DoF</span> → <span class="badge badge-success badge-outline">Gen 3: 22 DoF</span> (接近人手)</p>
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</div>
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<div>
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<p class="font-semibold text-white">硬件增量:</p>
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<p>微电机模组用量大幅增加 (单手臂 > 10个), 新增手部行星滚柱丝杠。</p>
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</div>
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<div>
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<p class="font-semibold text-white">单手价值量:</p>
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<p>预计翻倍，从约 <strong class="text-cyan-300">3万元</strong> 提升至 <strong class="text-cyan-300">超6万元</strong>。</p>
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</div>
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<div>
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<p class="font-semibold text-white">整机成本占比:</p>
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<p>约 <strong class="text-cyan-300">12% - 17%</strong>。</p>
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</div>
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</div>
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</div>
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<div class="bento-item glass-card p-6 md:p-8 col-span-1 md:col-span-2">
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<h3 class="text-xl font-bold mb-4">核心逻辑与市场认知</h3>
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<div class="space-y-3 text-gray-300 text-sm leading-relaxed">
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<p><strong class="text-white">✅ 成本颠覆:</strong> 区别于传统机器人，目标<strong class="text-green-400">2万美元</strong>成本，路径是<strong class="text-blue-400">复用成熟汽车供应链</strong> (FSD, 电池, 热管理)。</p>
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<p><strong class="text-white">✅ 工程化与量产能力:</strong> 市场相信特斯拉在电动车领域验证过的制造和供应链管理能力，能将原型机转化为<strong class="text-blue-400">数百万台</strong>量产商品。</p>
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<p><strong class="text-white">✅ 场景牵引:</strong> 从<strong class="text-blue-400">自有工厂</strong>开始，提供大规模应用场景，解决初期需求并迭代技术，形成正向循环。</p>
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<p><strong class="text-white">⚠️ 预期差分析:</strong> 市场对<strong class="text-red-400">成本下降速度</strong>和<strong class="text-red-400">产量爬坡速度</strong>可能过于乐观。同时，FSD软件系统价值占比高(17-30%)，纯硬件环节面临持续降本压力，市场认知尚不充分。</p>
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</div>
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</div>
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</div>
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</section>
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<!-- Market Reaction -->
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<section id="market-reaction">
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<h2 class="text-3xl font-bold text-center mb-8 glow-text">市场反应与个股异动解析</h2>
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<div class="space-y-4">
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<div x-data="{ open: false }" class="glass-card overflow-hidden">
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<div @click="open = !open" class="flex justify-between items-center p-4 cursor-pointer">
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<div class="flex items-center space-x-4">
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<span class="font-bold text-lg text-white">万向钱潮 (000559)</span>
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<span class="badge badge-error">+9.98%</span>
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</div>
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<svg class="w-6 h-6 transform transition-transform" :class="{'rotate-180': open}" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7"></path></svg>
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</div>
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<div x-show="open" x-transition class="p-4 pt-0 rise-reason text-gray-300">
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<h4 class="font-bold text-blue-300">核心结论</h4>
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<p>9 月 23 日涨停系“主流资讯平台首次把特斯拉人形机器人供应链订单量化为 26 亿元收入+7.9 亿元利润，公司未否认且机构已提前建仓”，形成短期无法证伪的业绩期权。</p>
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<h4 class="font-bold text-blue-300 mt-2">驱动概念</h4>
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<p>特斯拉人形机器人+国产轴承替代</p>
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<h4 class="font-bold text-blue-300 mt-2">异动解析</h4>
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<ul class="list-disc pl-5">
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<li><strong>消息面：</strong>Optimus Gen3 获 PharmAGRI 万台意向订单。集团公众号披露与美国 T 团队就轴承达成初步合作，按百万台机器人测算，收入 26.32 亿元，利润 7.89 亿元。马斯克未否认合作，市场解读为“半实锤”。</li>
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<li><strong>基本面：</strong>公司公告2025年建成10万套行星滚柱丝杠产线，2026年机器人专用轴承产能提升至120万套，已向头部客户送样。</li>
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</ul>
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</div>
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</div>
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<div x-data="{ open: false }" class="glass-card overflow-hidden">
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<div @click="open = !open" class="flex justify-between items-center p-4 cursor-pointer">
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<div class="flex items-center space-x-4">
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<span class="font-bold text-lg text-white">骏鼎达 (301538)</span>
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<span class="badge badge-error">+20.0%</span>
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</div>
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<svg class="w-6 h-6 transform transition-transform" :class="{'rotate-180': open}" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7"></path></svg>
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</div>
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<div x-show="open" x-transition class="p-4 pt-0 rise-reason text-gray-300">
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<h4 class="font-bold text-blue-300">核心结论</h4>
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<p>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>
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<h4 class="font-bold text-blue-300 mt-2">驱动概念</h4>
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<p>人形机器人+特斯拉链+国产替代</p>
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<h4 class="font-bold text-blue-300 mt-2">异动解析</h4>
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<ul class="list-disc pl-5">
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<li><strong>消息面：</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>
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<li><strong>基本面：</strong>已进入特斯拉汽车高压线束保护套管供应链。机器人业务按100万台×3000元×50%份额×25%净利率测算，利润弹性巨大。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<div x-data="{ open: false }" class="glass-card overflow-hidden">
|
||
<div @click="open = !open" class="flex justify-between items-center p-4 cursor-pointer">
|
||
<div class="flex items-center space-x-4">
|
||
<span class="font-bold text-lg text-white">领益智造 (002600)</span>
|
||
<span class="badge badge-error">+9.99%</span>
|
||
</div>
|
||
<svg class="w-6 h-6 transform transition-transform" :class="{'rotate-180': open}" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7"></path></svg>
|
||
</div>
|
||
<div x-show="open" x-transition class="p-4 pt-0 rise-reason text-gray-300">
|
||
<h4 class="font-bold text-blue-300">核心结论</h4>
|
||
<p>“特斯拉 Optimus 无线充电底座独供 + 工信部人形机器人路线图将无线充电/轻量化关节列为核心零部件 + 公司公告 26 亿元长单”三大可验证基本面在同一交易日集中兑现，引发机构资金被动抢筹。</p>
|
||
<h4 class="font-bold text-blue-300 mt-2">驱动概念</h4>
|
||
<p>特斯拉人形机器人+无线充电+轻量化关节模组</p>
|
||
<h4 class="font-bold text-blue-300 mt-2">异动解析</h4>
|
||
<ul class="list-disc pl-5">
|
||
<li><strong>消息面：</strong>Optimus2.5 视频新增“充电底座”，公司被多家券商列为A股“独供”标的。工信部文件将“无线充电”和“轻量化关节”列为核心，公司均有布局并已获订单。</li>
|
||
<li><strong>基本面：</strong>2025H1机器人收入7.3亿元，同比+410%。已锁定26亿元长单，具备伺服电机、减速器、驱动器三大执行层自研能力。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Full Stock List -->
|
||
<section id="stock-list">
|
||
<h2 class="text-3xl font-bold text-center mb-8 glow-text">相关产业链价值标的</h2>
|
||
<div class="glass-card overflow-x-auto p-4">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>部分</th>
|
||
<th>核心组件</th>
|
||
<th>相关标的</th>
|
||
<th>股票代码</th>
|
||
<th>其他标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- 旋转执行器 -->
|
||
<tr><td rowspan="19" class="font-bold align-top bg-gray-800/30">旋转执行器</td><td>无框力矩电机</td><td>拓普集团</td><td><a href="https://valuefrontier.cn/company?scode=601689" target="_blank" class="text-blue-400 hover:underline">601689</a></td><td></td></tr>
|
||
<tr><td>无框力矩电机</td><td>步科股份</td><td><a href="https://valuefrontier.cn/company?scode=688160" target="_blank" class="text-blue-400 hover:underline">688160</a></td><td></td></tr>
|
||
<tr><td>无框力矩电机</td><td>昊志机电</td><td><a href="https://valuefrontier.cn/company?scode=300503" target="_blank" class="text-blue-400 hover:underline">300503</a></td><td></td></tr>
|
||
<tr><td>无框力矩电机</td><td>汇川技术</td><td><a href="https://valuefrontier.cn/company?scode=300124" target="_blank" class="text-blue-400 hover:underline">300124</a></td><td></td></tr>
|
||
<tr><td>无框力矩电机</td><td>禾川科技</td><td><a href="https://valuefrontier.cn/company?scode=688320" target="_blank" class="text-blue-400 hover:underline">688320</a></td><td></td></tr>
|
||
<tr><td>无框力矩电机</td><td>雷赛智能</td><td><a href="https://valuefrontier.cn/company?scode=002979" target="_blank" class="text-blue-400 hover:underline">002979</a></td><td class="text-red-400">标红个股</td></tr>
|
||
<tr><td>谐波减速器</td><td>绿的谐波</td><td><a href="https://valuefrontier.cn/company?scode=688017" target="_blank" class="text-blue-400 hover:underline">688017</a></td><td></td></tr>
|
||
<tr><td>谐波减速器</td><td>双环传动</td><td><a href="https://valuefrontier.cn/company?scode=002472" target="_blank" class="text-blue-400 hover:underline">002472</a></td><td></td></tr>
|
||
<tr><td>谐波减速器</td><td>昊志机电</td><td><a href="https://valuefrontier.cn/company?scode=300503" target="_blank" class="text-blue-400 hover:underline">300503</a></td><td></td></tr>
|
||
<tr><td>谐波减速器</td><td>中大力德</td><td><a href="https://valuefrontier.cn/company?scode=002896" target="_blank" class="text-blue-400 hover:underline">002896</a></td><td></td></tr>
|
||
<tr><td>谐波减速器</td><td>新时达</td><td><a href="https://valuefrontier.cn/company?scode=002527" target="_blank" class="text-blue-400 hover:underline">002527</a></td><td class="text-red-400">行星减速器, 标红个股</td></tr>
|
||
<tr><td>谐波减速器</td><td>优德精密</td><td><a href="https://valuefrontier.cn/company?scode=300549" target="_blank" class="text-blue-400 hover:underline">300549</a></td><td class="text-red-400">RV减速器, 标红个股</td></tr>
|
||
<tr><td>轴承</td><td>五洲新春</td><td><a href="https://valuefrontier.cn/company?scode=603667" target="_blank" class="text-blue-400 hover:underline">603667</a></td><td></td></tr>
|
||
<tr><td>轴承</td><td>长盛轴承</td><td><a href="https://valuefrontier.cn/company?scode=300718" target="_blank" class="text-blue-400 hover:underline">300718</a></td><td></td></tr>
|
||
<tr><td>力矩传感器</td><td>昊志机电</td><td><a href="https://valuefrontier.cn/company?scode=300503" target="_blank" class="text-blue-400 hover:underline">300503</a></td><td></td></tr>
|
||
<tr><td>力矩传感器</td><td>柯力传感</td><td><a href="https://valuefrontier.cn/company?scode=603662" target="_blank" class="text-blue-400 hover:underline">603662</a></td><td></td></tr>
|
||
<tr><td>编码器</td><td>汇川技术</td><td><a href="https://valuefrontier.cn/company?scode=300124" target="_blank" class="text-blue-400 hover:underline">300124</a></td><td></td></tr>
|
||
<tr><td>编码器</td><td>禾川科技</td><td><a href="https://valuefrontier.cn/company?scode=688320" target="_blank" class="text-blue-400 hover:underline">688320</a></td><td></td></tr>
|
||
<tr><td>编码器</td><td>奥普光电</td><td><a href="https://valuefrontier.cn/company?scode=002338" target="_blank" class="text-blue-400 hover:underline">002338</a></td><td></td></tr>
|
||
<!-- 直线执行器 -->
|
||
<tr><td rowspan="12" class="font-bold align-top bg-gray-800/30">直线执行器</td><td>无框力矩电机</td><td>拓普集团</td><td><a href="https://valuefrontier.cn/company?scode=601689" target="_blank" class="text-blue-400 hover:underline">601689</a></td><td></td></tr>
|
||
<tr><td>无框力矩电机</td><td>雷赛智能</td><td><a href="https://valuefrontier.cn/company?scode=002979" target="_blank" class="text-blue-400 hover:underline">002979</a></td><td class="text-red-400">标红个股</td></tr>
|
||
<tr><td>行星滚珠/梯形丝杆</td><td>力星股份</td><td><a href="https://valuefrontier.cn/company?scode=300421" target="_blank" class="text-blue-400 hover:underline">300421</a></td><td></td></tr>
|
||
<tr><td>行星滚珠/梯形丝杆</td><td>鼎智科技</td><td><a href="https://valuefrontier.cn/company?scode=873593" target="_blank" class="text-blue-400 hover:underline">873593</a></td><td></td></tr>
|
||
<tr><td>行星滚珠/梯形丝杆</td><td>贝斯特</td><td><a href="https://valuefrontier.cn/company?scode=300580" target="_blank" class="text-blue-400 hover:underline">300580</a></td><td></td></tr>
|
||
<tr><td>行星滚珠/梯形丝杆</td><td>五洲新春</td><td><a href="https://valuefrontier.cn/company?scode=603667" target="_blank" class="text-blue-400 hover:underline">603667</a></td><td></td></tr>
|
||
<tr><td>行星滚珠/梯形丝杆</td><td>三联锻造</td><td><a href="https://valuefrontier.cn/company?scode=001282" target="_blank" class="text-blue-400 hover:underline">001282</a></td><td>仿生连杆</td></tr>
|
||
<tr><td>轴承</td><td>五洲新春</td><td><a href="https://valuefrontier.cn/company?scode=603667" target="_blank" class="text-blue-400 hover:underline">603667</a></td><td></td></tr>
|
||
<tr><td>力矩传感器</td><td>柯力传感</td><td><a href="https://valuefrontier.cn/company?scode=603662" target="_blank" class="text-blue-400 hover:underline">603662</a></td><td></td></tr>
|
||
<tr><td>编码器</td><td>奥普光电</td><td><a href="https://valuefrontier.cn/company?scode=002338" target="_blank" class="text-blue-400 hover:underline">002338</a></td><td></td></tr>
|
||
<!-- 手部执行器 -->
|
||
<tr><td rowspan="8" class="font-bold align-top bg-gray-800/30">手部执行器</td><td>空心杯电机</td><td>鸣志电器</td><td><a href="https://valuefrontier.cn/company?scode=603728" target="_blank" class="text-blue-400 hover:underline">603728</a></td><td></td></tr>
|
||
<tr><td>空心杯电机</td><td>鼎智科技</td><td><a href="https://valuefrontier.cn/company?scode=873593" target="_blank" class="text-blue-400 hover:underline">873593</a></td><td></td></tr>
|
||
<tr><td>空心杯电机</td><td>雷赛智能</td><td><a href="https://valuefrontier.cn/company?scode=002979" target="_blank" class="text-blue-400 hover:underline">002979</a></td><td class="text-red-400">标红个股</td></tr>
|
||
<tr><td>丝杆</td><td>五洲新春</td><td><a href="https://valuefrontier.cn/company?scode=603667" target="_blank" class="text-blue-400 hover:underline">603667</a></td><td></td></tr>
|
||
<tr><td>精密行星齿轮箱</td><td>丰立智能</td><td><a href="https://valuefrontier.cn/company?scode=301368" target="_blank" class="text-blue-400 hover:underline">301368</a></td><td></td></tr>
|
||
<tr><td>触觉传感器</td><td>汉威科技</td><td><a href="https://valuefrontier.cn/company?scode=300007" target="_blank" class="text-blue-400 hover:underline">300007</a></td><td></td></tr>
|
||
<!-- 感知系统 -->
|
||
<tr><td rowspan="9" class="font-bold align-top bg-gray-800/30">感知系统</td><td>摄像头</td><td>奥比中光</td><td><a href="https://valuefrontier.cn/company?scode=688322" target="_blank" class="text-blue-400 hover:underline">688322</a></td><td></td></tr>
|
||
<tr><td>摄像头</td><td>舜宇光学</td><td></td><td></td></tr>
|
||
<tr><td>IMU</td><td>芯动联科</td><td><a href="https://valuefrontier.cn/company?scode=688582" target="_blank" class="text-blue-400 hover:underline">688582</a></td><td></td></tr>
|
||
<tr><td>电子皮肤</td><td>汉威科技</td><td><a href="https://valuefrontier.cn/company?scode=300007" target="_blank" class="text-blue-400 hover:underline">300007</a></td><td>传感器</td></tr>
|
||
<tr><td>六维力矩传感器</td><td>柯力传感</td><td><a href="https://valuefrontier.cn/company?scode=603662" target="_blank" class="text-blue-400 hover:underline">603662</a></td><td>传感器</td></tr>
|
||
<tr><td>温度压力一体传感器</td><td>安培龙</td><td><a href="https://valuefrontier.cn/company?scode=301413" target="_blank" class="text-blue-400 hover:underline">301413</a></td><td>传感器</td></tr>
|
||
<tr><td>MEMS传感器</td><td>芯动联科</td><td><a href="https://valuefrontier.cn/company?scode=688582" target="_blank" class="text-blue-400 hover:underline">688582</a></td><td>传感器</td></tr>
|
||
<tr><td>视觉系统</td><td>远大智能</td><td></td><td class="text-red-400">标红个股</td></tr>
|
||
<!-- 其他 -->
|
||
<tr><td rowspan="3" class="font-bold align-top bg-gray-800/30">其他</td><td>电池</td><td>宁德时代</td><td><a href="https://valuefrontier.cn/company?scode=300750" target="_blank" class="text-blue-400 hover:underline">300750</a></td><td></td></tr>
|
||
<tr><td>金属、碳纤维结构件</td><td>光威复材</td><td><a href="https://valuefrontier.cn/company?scode=300699" target="_blank" class="text-blue-400 hover:underline">300699</a></td><td></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
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<!-- Footer -->
|
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<footer class="text-center py-8">
|
||
<p class="text-xs text-gray-500">
|
||
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
|
||
</p>
|
||
<p class="text-xs text-gray-500 mt-1">
|
||
本报告为AI合成数据，投资需谨慎。
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