722 lines
31 KiB
HTML
722 lines
31 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>地平线概念分析报告</title>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
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<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
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<style>
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body {
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font-family: 'Inter', sans-serif;
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color: #e2e8f0;
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.tech-bg {
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.highlight-box {
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.risk-box {
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background: rgba(239, 68, 68, 0.1);
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.opportunity-box {
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background: rgba(34, 197, 94, 0.1);
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border-left: 4px solid #22c55e;
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padding: 16px;
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margin: 16px 0;
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border-radius: 0 8px 8px 0;
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}
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.table-container {
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overflow-x: auto;
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}
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@media (max-width: 768px) {
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.timeline-item {
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.timeline-item::before {
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left: 3px;
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</style>
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</head>
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<body>
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<div class="tech-bg" id="particles-bg"></div>
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- 标题部分 -->
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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 bg-gradient-to-r from-blue-400 to-cyan-400 bg-clip-text text-transparent">
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地平线概念分析报告
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</h1>
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<p class="text-lg text-gray-400">智能驾驶芯片龙头 · 高阶智驾放量 · 机器人第二曲线</p>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="card-gradient rounded-xl shadow-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-clock mr-3 text-blue-400"></i>
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概念事件时间轴
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</h2>
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<div class="space-y-4">
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<div class="timeline-item">
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<div class="bg-slate-800 rounded-lg p-4">
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<div class="flex flex-col md:flex-row md:items-center md:justify-between mb-2">
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<span class="text-blue-400 font-semibold">2024-10-24</span>
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<span class="text-sm text-gray-400">港交所挂牌上市</span>
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</div>
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<p class="text-gray-300">募资6.96亿美元，发行价3.99港元/股，成为近三年港股最大科技股IPO，流动性大幅提升</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="bg-slate-800 rounded-lg p-4">
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<div class="flex flex-col md:flex-row md:items-center md:justify-between mb-2">
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<span class="text-blue-400 font-semibold">2024-12</span>
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<span class="text-sm text-gray-400">纳入恒生指数成分股</span>
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</div>
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<p class="text-gray-300">2025-05-26正式纳入港股通，内资可直投，单日换手率升至2%，估值中枢上移</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="bg-slate-800 rounded-lg p-4">
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<div class="flex flex-col md:flex-row md:items-center md:justify-between mb-2">
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<span class="text-blue-400 font-semibold">2025-02-10</span>
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<span class="text-sm text-gray-400">比亚迪宣布"天神之眼"智驾平权战略</span>
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</div>
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<p class="text-gray-300">征程6M/J6E成为核心芯片，引爆20万元以下车型智驾需求，2025年出货量预期从290万片跳升至400万片</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="bg-slate-800 rounded-lg p-4">
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<div class="flex flex-col md:flex-row md:items-center md:justify-between mb-2">
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<span class="text-blue-400 font-semibold">2025-04-18</span>
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<span class="text-sm text-gray-400">发布L2城区辅助驾驶系统"地平线HSD"</span>
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</div>
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<p class="text-gray-300">9月奇瑞星途首发量产，首次挑战英伟达Orin在高阶市场垄断，单车价值量从100美元跃升至750美元</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="bg-slate-800 rounded-lg p-4">
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<div class="flex flex-col md:flex-row md:items-center md:justify-between mb-2">
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<span class="text-blue-400 font-semibold">2025-07-21</span>
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<span class="text-sm text-gray-400">机器人子公司"地瓜机器人"完成融资</span>
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</div>
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<p class="text-gray-300">完成1亿美元A轮融资，推出RDK S100控制器，复刻智驾生态模式，切入人形机器人赛道</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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<!-- 核心观点摘要 -->
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<div class="card-gradient rounded-xl shadow-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-lightbulb mr-3 text-yellow-400"></i>
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核心观点摘要
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</h2>
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<div class="grid md:grid-cols-2 gap-6">
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<div class="highlight-box">
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<h3 class="text-lg font-semibold mb-2 text-blue-400">阶段判断</h3>
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<p class="text-gray-300">地平线已从"国产替代主题"进入<strong>"高阶智驾放量+机器人第二曲线"</strong>的基本面驱动阶段，<strong>2025-2027年收入CAGR 50%+</strong>。</p>
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</div>
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<div class="highlight-box">
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<h3 class="text-lg font-semibold mb-2 text-blue-400">核心驱动力</h3>
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<p class="text-gray-300"><strong>比亚迪/吉利等车企智驾下沉</strong>带来中阶芯片（J6E/M）爆发，<strong>HSD+J6P方案</strong>打开高阶市场，<strong>机器人业务</strong>远期再造一个地平线。</p>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="card-gradient rounded-xl shadow-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-brain mr-3 text-purple-400"></i>
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核心逻辑与市场认知分析
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</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-purple-400">三重共振</h3>
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<div class="grid md:grid-cols-3 gap-4">
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<div class="bg-slate-800 rounded-lg p-4">
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<div class="text-blue-400 text-2xl mb-2">
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<i class="fas fa-microchip"></i>
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</div>
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<h4 class="font-semibold mb-2">技术降本</h4>
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<p class="text-sm text-gray-300">J6E（80TOPS）成本仅100美元，<strong>比英伟达Orin-N低30%</strong>，推动15万元车型标配高速NOA</p>
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</div>
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<div class="bg-slate-800 rounded-lg p-4">
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<div class="text-green-400 text-2xl mb-2">
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<i class="fas fa-landmark"></i>
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</div>
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<h4 class="font-semibold mb-2">政策催化</h4>
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<p class="text-sm text-gray-300">中国L2+渗透率从2024年<strong>15%</strong>提升至2025年<strong>20%</strong>，城区NOA功能下探至15万元车型</p>
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</div>
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<div class="bg-slate-800 rounded-lg p-4">
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<div class="text-yellow-400 text-2xl mb-2">
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<i class="fas fa-shield-alt"></i>
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</div>
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<h4 class="font-semibold mb-2">生态壁垒</h4>
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<p class="text-sm text-gray-300">累计<strong>800万套前装量产</strong>，<strong>27家车企+310个定点车型</strong>形成路径依赖，工具链迁移成本极高</p>
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</div>
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</div>
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</div>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-purple-400">市场热度与情绪</h3>
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<div class="bg-slate-800 rounded-lg p-4">
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<p class="text-gray-300 mb-3">2025年5-7月<strong>15篇券商报告</strong>覆盖，<strong>中银/中信/华泰</strong>三大团队给出"买入"评级，目标价5.4-8.6港元</p>
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<div class="risk-box">
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<p class="text-gray-300"><strong>分歧点</strong>：市场对<strong>高阶芯片J6P放量节奏</strong>存在争议（2025年仅小几万片 vs 2026年30-50万片），<strong>机器人业务估值</strong>尚未计入</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 text-purple-400">三大被低估点</h3>
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<div class="space-y-4">
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<div class="opportunity-box">
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<h4 class="font-semibold mb-2 text-green-400">出海逻辑</h4>
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<p class="text-gray-300">与博世/电装合作，<strong>2026年J6E替代瑞萨MPC4.0平台</strong>，海外收入从0突破至<strong>40亿元（2030E）</strong></p>
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</div>
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<div class="opportunity-box">
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<h4 class="font-semibold mb-2 text-green-400">软件收费</h4>
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<p class="text-gray-300">HSD方案<strong>软件部分收费250美元/车</strong>，毛利率92%，市场仍按硬件估值（PS 20倍 vs 软件公司40倍）</p>
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</div>
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<div class="opportunity-box">
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<h4 class="font-semibold mb-2 text-green-400">车企自研风险</h4>
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<p class="text-gray-300">路演明确"<strong>终局二八分布</strong>"（20%自研/80%第三方），地平线目标占第三方40%份额，<strong>市场高估了小鹏/理想自研威胁</strong></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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<!-- 催化剂与发展路径 -->
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<div class="card-gradient rounded-xl shadow-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-rocket mr-3 text-red-400"></i>
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催化剂与发展路径
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</h2>
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<div class="grid md:grid-cols-2 gap-8">
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<div>
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<h3 class="text-xl font-semibold mb-4 text-red-400">近期催化剂（3-6个月）</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<span class="text-red-400 mr-3 mt-1">
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<i class="fas fa-calendar-check"></i>
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</span>
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<div>
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<p class="font-semibold">2025-09</p>
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<p class="text-sm text-gray-300">奇瑞星途HSD方案量产，<strong>城区NOA实测视频</strong>验证性能</p>
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</div>
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</div>
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<div class="flex items-start">
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<span class="text-red-400 mr-3 mt-1">
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<i class="fas fa-calendar-check"></i>
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</span>
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<div>
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<p class="font-semibold">2025-10</p>
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<p class="text-sm text-gray-300">比亚迪<strong>天神之眼C方案</strong>大规模交付（预计<strong>120万片J6M</strong>）</p>
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</div>
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</div>
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<div class="flex items-start">
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<span class="text-red-400 mr-3 mt-1">
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<i class="fas fa-calendar-check"></i>
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</span>
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<div>
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<p class="font-semibold">2025-12</p>
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<p class="text-sm text-gray-300">地瓜机器人<strong>人形机器人控制器</strong>亮相，<strong>科沃斯/优必选</strong>等客户订单落地</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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<h3 class="text-xl font-semibold mb-4 text-red-400">长期路径（2025-2030）</h3>
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<div class="bg-slate-800 rounded-lg p-4">
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<div class="flex flex-col items-center">
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<div class="text-center mb-4">
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<div class="bg-blue-500 text-white px-4 py-2 rounded-lg mb-2">2025:中阶芯片放量</div>
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<i class="fas fa-arrow-down text-blue-400"></i>
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</div>
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<div class="text-center mb-4">
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<div class="bg-purple-500 text-white px-4 py-2 rounded-lg mb-2">2026:高阶J6P+出海</div>
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<i class="fas fa-arrow-down text-purple-400"></i>
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</div>
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<div class="text-center mb-4">
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<div class="bg-green-500 text-white px-4 py-2 rounded-lg mb-2">2027:盈亏平衡</div>
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<i class="fas fa-arrow-down text-green-400"></i>
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</div>
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<div class="text-center mb-4">
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<div class="bg-yellow-500 text-white px-4 py-2 rounded-lg mb-2">2028:机器人业务10亿收入</div>
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<i class="fas fa-arrow-down text-yellow-400"></i>
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</div>
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<div class="text-center">
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<div class="bg-red-500 text-white px-4 py-2 rounded-lg">2030:智驾+机器人双百亿收入</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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</div>
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</div>
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<!-- 产业链与核心公司 -->
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<div class="card-gradient rounded-xl shadow-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-network-wired mr-3 text-green-400"></i>
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产业链与核心公司
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</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-green-400">产业链图谱</h3>
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<div class="grid md:grid-cols-3 gap-4">
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<div class="bg-slate-800 rounded-lg p-4 text-center">
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<h4 class="font-semibold text-blue-400 mb-3">上游</h4>
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<div class="space-y-2">
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<p class="text-sm">台积电（7nm制程）</p>
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<p class="text-sm">ARM（CPU IP）</p>
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<p class="text-sm">博世（传感器）</p>
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</div>
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</div>
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<div class="bg-slate-800 rounded-lg p-4 text-center">
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<h4 class="font-semibold text-purple-400 mb-3">中游</h4>
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<div class="space-y-2">
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<p class="text-sm font-semibold">地平线（芯片+算法）</p>
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<p class="text-sm">黑芝麻（追赶者）</p>
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<p class="text-sm">华为（全栈封闭）</p>
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</div>
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</div>
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|
||
<div class="bg-slate-800 rounded-lg p-4 text-center">
|
||
<h4 class="font-semibold text-green-400 mb-3">下游</h4>
|
||
<div class="space-y-2">
|
||
<p class="text-sm font-semibold">比亚迪（最大客户）</p>
|
||
<p class="text-sm">理想/吉利/奇瑞</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-green-400">核心玩家对比</h3>
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-slate-800 rounded-lg overflow-hidden">
|
||
<thead>
|
||
<tr class="bg-slate-700">
|
||
<th class="px-4 py-3 text-left text-sm font-semibold">公司</th>
|
||
<th class="px-4 py-3 text-left text-sm font-semibold">定位</th>
|
||
<th class="px-4 py-3 text-left text-sm font-semibold">2025E出货量</th>
|
||
<th class="px-4 py-3 text-left text-sm font-semibold">核心优势</th>
|
||
<th class="px-4 py-3 text-left text-sm font-semibold">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">地平线</td>
|
||
<td class="px-4 py-3">第三方龙头</td>
|
||
<td class="px-4 py-3 font-semibold">400万片</td>
|
||
<td class="px-4 py-3">软硬一体+开放生态</td>
|
||
<td class="px-4 py-3">J6P量产延迟</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-semibold text-purple-400">黑芝麻</td>
|
||
<td class="px-4 py-3">追赶者</td>
|
||
<td class="px-4 py-3">80万片</td>
|
||
<td class="px-4 py-3">A2000算力对标Orin</td>
|
||
<td class="px-4 py-3">客户集中度高</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 font-semibold text-green-400">华为</td>
|
||
<td class="px-4 py-3">全栈封闭</td>
|
||
<td class="px-4 py-3">50万套</td>
|
||
<td class="px-4 py-3">ADS 3.0性能领先</td>
|
||
<td class="px-4 py-3">仅服务华为系车企</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card-gradient rounded-xl shadow-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3 text-orange-400"></i>
|
||
潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-slate-800 rounded-lg overflow-hidden">
|
||
<thead>
|
||
<tr class="bg-slate-700">
|
||
<th class="px-4 py-3 text-left text-sm font-semibold">风险类型</th>
|
||
<th class="px-4 py-3 text-left text-sm font-semibold">具体表现</th>
|
||
<th class="px-4 py-3 text-left text-sm font-semibold">概率</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-semibold text-red-400">技术风险</td>
|
||
<td class="px-4 py-3">J6P的5nm制程需2025年底申请BIS许可</td>
|
||
<td class="px-4 py-3"><span class="bg-green-500 text-white px-2 py-1 rounded text-xs">低</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-semibold text-yellow-400">商业化风险</td>
|
||
<td class="px-4 py-3">15万元车型城区NOA选配率低于20%</td>
|
||
<td class="px-4 py-3"><span class="bg-yellow-500 text-white px-2 py-1 rounded text-xs">中</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-semibold text-yellow-400">竞争风险</td>
|
||
<td class="px-4 py-3">高通/英伟达2026年推出低成本方案</td>
|
||
<td class="px-4 py-3"><span class="bg-yellow-500 text-white px-2 py-1 rounded text-xs">中</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 font-semibold text-blue-400">信息矛盾</td>
|
||
<td class="px-4 py-3">路演与华泰预测J6P出货量差异大</td>
|
||
<td class="px-4 py-3"><span class="bg-blue-500 text-white px-2 py-1 rounded text-xs">需跟踪</span></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card-gradient rounded-xl shadow-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-chart-line mr-3 text-cyan-400"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="space-y-6">
|
||
<div class="highlight-box">
|
||
<h3 class="text-lg font-semibold mb-2 text-cyan-400">阶段判断</h3>
|
||
<p class="text-gray-300"><strong>从主题到业绩的拐点期</strong>，2025年Q3比亚迪/奇瑞量产验证后，将进入<strong>EPS驱动阶段</strong></p>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-4 text-cyan-400">投资方向</h3>
|
||
<div class="grid md:grid-cols-2 gap-4">
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<h4 class="font-semibold mb-2 text-blue-400">短期</h4>
|
||
<p class="text-gray-300"><strong>J6E/M芯片放量</strong>（比亚迪供应链：索菱股份、四维图新）</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<h4 class="font-semibold mb-2 text-purple-400">长期</h4>
|
||
<p class="text-gray-300"><strong>HSD软件授权</strong>（毛利率92%）+<strong>机器人控制器</strong>（地瓜机器人）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-4 text-cyan-400">跟踪指标</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<span class="text-cyan-400 mr-3 mt-1">
|
||
<i class="fas fa-check-circle"></i>
|
||
</span>
|
||
<p class="text-gray-300"><strong>月度出货量</strong>：比亚迪天神之眼C方案装机量（目标2025年120万片）</p>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<span class="text-cyan-400 mr-3 mt-1">
|
||
<i class="fas fa-check-circle"></i>
|
||
</span>
|
||
<p class="text-gray-300"><strong>城区NOA渗透率</strong>：15万元车型选配率能否突破30%</p>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<span class="text-cyan-400 mr-3 mt-1">
|
||
<i class="fas fa-check-circle"></i>
|
||
</span>
|
||
<p class="text-gray-300"><strong>海外定点</strong>：博世J6B项目2026年量产进度（替代瑞萨MPC4.0）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="risk-box">
|
||
<p class="text-gray-300"><strong>风险提示</strong>：若2025年Q4城区NOA实测出现重大安全事故，可能引发监管收紧，导致渗透率提升不及预期</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="card-gradient rounded-xl shadow-xl p-6">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-chart-pie mr-3 text-indigo-400"></i>
|
||
关联股票数据
|
||
</h2>
|
||
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-slate-800 rounded-lg overflow-hidden">
|
||
<thead>
|
||
<tr class="bg-slate-700">
|
||
<th class="px-4 py-3 text-left text-sm font-semibold">股票名称</th>
|
||
<th class="px-4 py-3 text-left text-sm font-semibold">行业</th>
|
||
<th class="px-4 py-3 text-left text-sm font-semibold">项目</th>
|
||
<th class="px-4 py-3 text-left text-sm font-semibold">合作公司</th>
|
||
<th class="px-4 py-3 text-left text-sm font-semibold">产品应用</th>
|
||
<th class="px-4 py-3 text-left text-sm font-semibold">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-750 transition-colors">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">索菱股份</td>
|
||
<td class="px-4 py-3">智能驾驶</td>
|
||
<td class="px-4 py-3">智能驾驶域控制器</td>
|
||
<td class="px-4 py-3">地平线</td>
|
||
<td class="px-4 py-3">智能驾驶解决方案</td>
|
||
<td class="px-4 py-3">基于地平线征程系列产品推出智能驾驶域控制器</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-750 transition-colors">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">江铃汽车</td>
|
||
<td class="px-4 py-3">智能驾驶</td>
|
||
<td class="px-4 py-3">智能驾驶车型Robovan</td>
|
||
<td class="px-4 py-3">文远知行</td>
|
||
<td class="px-4 py-3">已获1w辆订单</td>
|
||
<td class="px-4 py-3">与文远知行合作量产智能驾驶车型Robovan</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-750 transition-colors">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">法本信息</td>
|
||
<td class="px-4 py-3">智能驾驶</td>
|
||
<td class="px-4 py-3">特斯拉全自动驾驶软件外包</td>
|
||
<td class="px-4 py-3">-</td>
|
||
<td class="px-4 py-3">ITO信息服务</td>
|
||
<td class="px-4 py-3">参与特斯拉全自动驾驶软件外包项目</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-750 transition-colors">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">四维图新</td>
|
||
<td class="px-4 py-3">智能驾驶</td>
|
||
<td class="px-4 py-3">地平线征程2/3智驾方案</td>
|
||
<td class="px-4 py-3">-</td>
|
||
<td class="px-4 py-3">已实现规模量产</td>
|
||
<td class="px-4 py-3">基于地平线征程2/3的智驾方案已实现规模量产</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-750 transition-colors">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">光庭信息</td>
|
||
<td class="px-4 py-3">芯片适配</td>
|
||
<td class="px-4 py-3">-</td>
|
||
<td class="px-4 py-3">-</td>
|
||
<td class="px-4 py-3">国内外芯片适配</td>
|
||
<td class="px-4 py-3">产品适配国内外多种芯片，包括地平线国产芯片</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-750 transition-colors">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">亚太股份</td>
|
||
<td class="px-4 py-3">战略合作</td>
|
||
<td class="px-4 py-3">-</td>
|
||
<td class="px-4 py-3">地平线</td>
|
||
<td class="px-4 py-3">地平线国产芯片</td>
|
||
<td class="px-4 py-3">与地平线签署战略合作协议，产品使用地平线国产芯片</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-750 transition-colors">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">中科创达</td>
|
||
<td class="px-4 py-3">战略合作</td>
|
||
<td class="px-4 py-3">-</td>
|
||
<td class="px-4 py-3">地平线</td>
|
||
<td class="px-4 py-3">地平线国产芯片</td>
|
||
<td class="px-4 py-3">与地平线签署战略合作协议，产品使用地平线国产芯片</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-750 transition-colors">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">高新兴</td>
|
||
<td class="px-4 py-3">战略合作</td>
|
||
<td class="px-4 py-3">-</td>
|
||
<td class="px-4 py-3">中兴通讯/地平线/评驾科技</td>
|
||
<td class="px-4 py-3">战略合作协议</td>
|
||
<td class="px-4 py-3">与中兴通讯、地平线等企业签订战略合作协议</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-750 transition-colors">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">神思电子</td>
|
||
<td class="px-4 py-3">技术合作</td>
|
||
<td class="px-4 py-3">-</td>
|
||
<td class="px-4 py-3">地平线</td>
|
||
<td class="px-4 py-3">自然语言理解/语音识别/人脸识别</td>
|
||
<td class="px-4 py-3">与地平线在人工智能技术领域开展合作</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-750 transition-colors">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">华联股份</td>
|
||
<td class="px-4 py-3">股权投资</td>
|
||
<td class="px-4 py-3">-</td>
|
||
<td class="px-4 py-3">-</td>
|
||
<td class="px-4 py-3">间接参股</td>
|
||
<td class="px-4 py-3">间接参股少量地平线股权</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-750 transition-colors">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">均胜电子</td>
|
||
<td class="px-4 py-3">战略合作</td>
|
||
<td class="px-4 py-3">地平线征程5/3芯片Drive产品</td>
|
||
<td class="px-4 py-3">地平线</td>
|
||
<td class="px-4 py-3">2023年发布</td>
|
||
<td class="px-4 py-3">2023年与地平线达成战略合作，发布基于地平线芯片的Drive产品</td>
|
||
</tr>
|
||
<tr class="hover:bg-slate-750 transition-colors">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">联创电子</td>
|
||
<td class="px-4 py-3">战略合作</td>
|
||
<td class="px-4 py-3">-</td>
|
||
<td class="px-4 py-3">地平线</td>
|
||
<td class="px-4 py-3">自动驾驶安全</td>
|
||
<td class="px-4 py-3">重视与地平线在自动驾驶安全领域的合作</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("particles-bg", {
|
||
particles: {
|
||
number: {
|
||
value: 80,
|
||
density: {
|
||
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|
||
value_area: 800
|
||
}
|
||
},
|
||
color: {
|
||
value: "#3b82f6"
|
||
},
|
||
shape: {
|
||
type: "circle"
|
||
},
|
||
opacity: {
|
||
value: 0.5,
|
||
random: false
|
||
},
|
||
size: {
|
||
value: 3,
|
||
random: true
|
||
},
|
||
line_linked: {
|
||
enable: true,
|
||
distance: 150,
|
||
color: "#3b82f6",
|
||
opacity: 0.4,
|
||
width: 1
|
||
},
|
||
move: {
|
||
enable: true,
|
||
speed: 2,
|
||
direction: "none",
|
||
random: false,
|
||
straight: false,
|
||
out_mode: "out",
|
||
bounce: false
|
||
}
|
||
},
|
||
interactivity: {
|
||
detect_on: "canvas",
|
||
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|
||
onhover: {
|
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enable: true,
|
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mode: "grab"
|
||
},
|
||
onclick: {
|
||
enable: true,
|
||
mode: "push"
|
||
},
|
||
resize: true
|
||
},
|
||
modes: {
|
||
grab: {
|
||
distance: 140,
|
||
line_linked: {
|
||
opacity: 1
|
||
}
|
||
},
|
||
push: {
|
||
particles_nb: 4
|
||
}
|
||
}
|
||
},
|
||
retina_detect: true
|
||
});
|
||
</script>
|
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</body>
|
||
</html>
|
||
``` |