467 lines
20 KiB
HTML
467 lines
20 KiB
HTML
|
||
<!DOCTYPE html>
|
||
<html lang="zh-CN">
|
||
<head>
|
||
<meta charset="UTF-8">
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<title>大疆扫地机器人潜在供应商分析</title>
|
||
<link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/css/bootstrap.min.css" rel="stylesheet">
|
||
<link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/bootstrap-icons@1.10.0/font/bootstrap-icons.css">
|
||
<style>
|
||
:root {
|
||
--primary-color: #0052CC;
|
||
--secondary-color: #FF991F;
|
||
--light-bg: #F4F5F7;
|
||
--card-shadow: 0 4px 12px rgba(0, 0, 0, 0.08);
|
||
}
|
||
|
||
body {
|
||
font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif;
|
||
background-color: var(--light-bg);
|
||
color: #333;
|
||
}
|
||
|
||
.hero-section {
|
||
background: linear-gradient(135deg, var(--primary-color), #003380);
|
||
color: white;
|
||
padding: 3rem 0;
|
||
margin-bottom: 2rem;
|
||
}
|
||
|
||
.hero-section h1 {
|
||
font-weight: 700;
|
||
margin-bottom: 1rem;
|
||
}
|
||
|
||
.card {
|
||
border: none;
|
||
border-radius: 12px;
|
||
box-shadow: var(--card-shadow);
|
||
margin-bottom: 1.5rem;
|
||
transition: transform 0.3s ease;
|
||
}
|
||
|
||
.card:hover {
|
||
transform: translateY(-5px);
|
||
}
|
||
|
||
.card-header {
|
||
background-color: white;
|
||
border-bottom: 2px solid var(--light-bg);
|
||
font-weight: 600;
|
||
}
|
||
|
||
.table-container {
|
||
overflow-x: auto;
|
||
}
|
||
|
||
table {
|
||
width: 100%;
|
||
}
|
||
|
||
.badge-category {
|
||
font-size: 0.8rem;
|
||
padding: 0.4rem 0.8rem;
|
||
border-radius: 20px;
|
||
}
|
||
|
||
.category-代工 {
|
||
background-color: #E3F2FD;
|
||
color: #1976D2;
|
||
}
|
||
|
||
.category-光学 {
|
||
background-color: #F3E5F5;
|
||
color: #7B1FA2;
|
||
}
|
||
|
||
.category-电池 {
|
||
background-color: #E8F5E9;
|
||
color: #388E3C;
|
||
}
|
||
|
||
.category-其他 {
|
||
background-color: #FFF3E0;
|
||
color: #F57C00;
|
||
}
|
||
|
||
.stat-card {
|
||
text-align: center;
|
||
padding: 1.5rem;
|
||
border-radius: 12px;
|
||
background-color: white;
|
||
box-shadow: var(--card-shadow);
|
||
margin-bottom: 1rem;
|
||
}
|
||
|
||
.stat-number {
|
||
font-size: 2.5rem;
|
||
font-weight: 700;
|
||
color: var(--primary-color);
|
||
}
|
||
|
||
.timeline {
|
||
position: relative;
|
||
padding-left: 2rem;
|
||
}
|
||
|
||
.timeline::before {
|
||
content: '';
|
||
position: absolute;
|
||
left: 0;
|
||
top: 0;
|
||
height: 100%;
|
||
width: 3px;
|
||
background-color: var(--primary-color);
|
||
}
|
||
|
||
.timeline-item {
|
||
position: relative;
|
||
margin-bottom: 1.5rem;
|
||
}
|
||
|
||
.timeline-item::before {
|
||
content: '';
|
||
position: absolute;
|
||
left: -2.3rem;
|
||
top: 0.5rem;
|
||
width: 16px;
|
||
height: 16px;
|
||
border-radius: 50%;
|
||
background-color: var(--primary-color);
|
||
border: 3px solid white;
|
||
}
|
||
|
||
.tech-badge {
|
||
display: inline-block;
|
||
padding: 0.3rem 0.6rem;
|
||
background-color: var(--light-bg);
|
||
border-radius: 6px;
|
||
margin: 0.2rem;
|
||
font-size: 0.85rem;
|
||
}
|
||
|
||
@media (max-width: 768px) {
|
||
.hero-section {
|
||
padding: 2rem 0;
|
||
}
|
||
|
||
.stat-number {
|
||
font-size: 2rem;
|
||
}
|
||
|
||
.table-container {
|
||
font-size: 0.85rem;
|
||
}
|
||
}
|
||
</style>
|
||
</head>
|
||
<body>
|
||
<!-- Hero Section -->
|
||
<div class="hero-section">
|
||
<div class="container">
|
||
<div class="row align-items-center">
|
||
<div class="col-lg-8">
|
||
<h1>大疆扫地机器人潜在供应商分析</h1>
|
||
<p class="lead">无人机巨头跨界布局，扫地机器人市场迎来新变局</p>
|
||
</div>
|
||
<div class="col-lg-4 text-lg-end mt-3 mt-lg-0">
|
||
<div class="d-flex justify-content-lg-end justify-content-start">
|
||
<div class="me-3">
|
||
<div class="h5 mb-0">预计发布</div>
|
||
<div class="h3 fw-bold">2025.08.06</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="container">
|
||
<!-- 市场概况 -->
|
||
<div class="row mb-4">
|
||
<div class="col-md-3 col-6">
|
||
<div class="stat-card">
|
||
<div class="stat-number">93亿$</div>
|
||
<div>2023年全球销售额</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-3 col-6">
|
||
<div class="stat-card">
|
||
<div class="stat-number">25%</div>
|
||
<div>中国市场渗透率</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-3 col-6">
|
||
<div class="stat-card">
|
||
<div class="stat-number">30%+</div>
|
||
<div>预计2025年渗透率</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-3 col-6">
|
||
<div class="stat-card">
|
||
<div class="stat-number">12家</div>
|
||
<div>潜在供应商数量</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 概念介绍 -->
|
||
<div class="row mb-4">
|
||
<div class="col-lg-6">
|
||
<div class="card h-100">
|
||
<div class="card-header bg-white">
|
||
<h5 class="mb-0"><i class="bi bi-lightbulb me-2"></i>概念背景</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<p>大疆作为无人机领域的全球龙头，凭借其在导航算法、传感器融合、电机控制等方面的技术积累，正式进军扫地机器人市场。扫地机器人作为家庭服务机器人的重要分支，近年来受益于技术进步和消费升级，市场渗透率持续提升。</p>
|
||
<p>大疆首款扫拖一体机器人（ROMO系列）已完成量产准备，预计2025年8月6日发布，标志着其正式布局这一千亿级市场。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-lg-6">
|
||
<div class="card h-100">
|
||
<div class="card-header bg-white">
|
||
<h5 class="mb-0"><i class="bi bi-cpu me-2"></i>技术优势</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<div class="mb-3">
|
||
<strong>核心技术复用：</strong>
|
||
<div class="mt-2">
|
||
<span class="tech-badge">SLAM导航算法</span>
|
||
<span class="tech-badge">多传感器融合</span>
|
||
<span class="tech-badge">高精度电机控制</span>
|
||
<span class="tech-badge">AI决策系统</span>
|
||
</div>
|
||
</div>
|
||
<p>大疆在无人机领域积累的先进技术可直接迁移至扫地机器人，降低研发成本并加速产品落地。通过LDS激光雷达、视觉传感器等多重感知系统，实现精准导航和智能避障。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 发展路径 -->
|
||
<div class="card mb-4">
|
||
<div class="card-header bg-white">
|
||
<h5 class="mb-0"><i class="bi bi-graph-up-arrow me-2"></i>发展路径与关键节点</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<div class="row">
|
||
<div class="col-lg-6">
|
||
<h6>近期催化剂（2025年Q2-Q3）</h6>
|
||
<div class="timeline">
|
||
<div class="timeline-item">
|
||
<h6>产品发布</h6>
|
||
<p>2025年8月6日发布首款扫拖一体机器人，重点投放中高端市场（600-1000美元）</p>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<h6>渠道拓展</h6>
|
||
<p>利用海外代工厂产能布局北美、欧洲市场，在亚马逊、百思买等平台上线</p>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<h6>技术迭代</h6>
|
||
<p>引入L4级自动驾驶算法或机械臂辅助清洁，提升产品差异化竞争力</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-lg-6">
|
||
<h6>长期发展路径（2025-2028）</h6>
|
||
<ul>
|
||
<li><strong>技术平台化：</strong>将扫地机器人作为"机器人技术平台"入口，向教育、医疗机器人领域延伸</li>
|
||
<li><strong>市场全球化：</strong>成熟市场（欧美）高端化，新兴市场（东南亚、拉美）中低端下沉</li>
|
||
<li><strong>生态闭环构建：</strong>通过"硬件+软件+服务"模式提升用户粘性，打造完整生态</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在供应商表格 -->
|
||
<div class="card mb-4">
|
||
<div class="card-header bg-white">
|
||
<h5 class="mb-0"><i class="bi bi-table me-2"></i>大疆扫地机器人潜在供应商</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<div class="table-container">
|
||
<table class="table table-hover">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>分类</th>
|
||
<th>项目/客户/产业链</th>
|
||
<th>产品</th>
|
||
<th>信息来源</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><strong>福日电子</strong></td>
|
||
<td><span class="badge category-代工">代工</span></td>
|
||
<td>ODM/OEM/JDM服务</td>
|
||
<td>代工拖扫一体机器人</td>
|
||
<td>互动/网传</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>同兴达</strong></td>
|
||
<td><span class="badge category-光学">光学</span></td>
|
||
<td>光学摄像头合作</td>
|
||
<td>感知类摄像头（扫地机器人等）</td>
|
||
<td>互动/年报</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>宇瞳光学</strong></td>
|
||
<td><span class="badge category-光学">光学</span></td>
|
||
<td>非球面玻璃镜片</td>
|
||
<td>智能家居系列</td>
|
||
<td>互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>中润光学</strong></td>
|
||
<td><span class="badge category-光学">光学</span></td>
|
||
<td>超高清中倍率变焦光学镜头</td>
|
||
<td>激光雷达光学元件</td>
|
||
<td>互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>豪鹏科技</strong></td>
|
||
<td><span class="badge category-电池">电池</span></td>
|
||
<td>核心电池供应商</td>
|
||
<td>-</td>
|
||
<td>互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>欣旺达</strong></td>
|
||
<td><span class="badge category-电池">电池</span></td>
|
||
<td>锂电池产品</td>
|
||
<td>扫地机器人电池</td>
|
||
<td>互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>珠海冠宇</strong></td>
|
||
<td><span class="badge category-电池">电池</span></td>
|
||
<td>无人机电池合作</td>
|
||
<td>扫地机器人电池</td>
|
||
<td>互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>热威股份</strong></td>
|
||
<td><span class="badge category-其他">其他</span></td>
|
||
<td>电热元件</td>
|
||
<td>扫地机器人应用</td>
|
||
<td>互动/调研</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>银禧科技</strong></td>
|
||
<td><span class="badge category-其他">其他</span></td>
|
||
<td>高分子材料改性塑料</td>
|
||
<td>-</td>
|
||
<td>互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>中石科技</strong></td>
|
||
<td><span class="badge category-其他">其他</span></td>
|
||
<td>均热板（VC）</td>
|
||
<td>扫地机器人应用</td>
|
||
<td>公告</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>钧崴电子</strong></td>
|
||
<td><span class="badge category-其他">其他</span></td>
|
||
<td>电流检测精密电阻及熔断器</td>
|
||
<td>扫地机器人应用</td>
|
||
<td>互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>信维通信</strong></td>
|
||
<td><span class="badge category-其他">其他</span></td>
|
||
<td>业务合作</td>
|
||
<td>已开拓重要客户</td>
|
||
<td>互动</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 供应商分类统计 -->
|
||
<div class="card mb-4">
|
||
<div class="card-header bg-white">
|
||
<h5 class="mb-0"><i class="bi bi-pie-chart me-2"></i>供应商分类分布</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<div class="row text-center">
|
||
<div class="col-6 col-md-3 mb-3">
|
||
<div class="p-3 border rounded">
|
||
<div class="h3 text-primary">1</div>
|
||
<div class="badge category-代工 mb-2">代工</div>
|
||
<div class="small">8.3%</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-6 col-md-3 mb-3">
|
||
<div class="p-3 border rounded">
|
||
<div class="h3 text-purple">3</div>
|
||
<div class="badge category-光学 mb-2">光学</div>
|
||
<div class="small">25.0%</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-6 col-md-3 mb-3">
|
||
<div class="p-3 border rounded">
|
||
<div class="h3 text-success">3</div>
|
||
<div class="badge category-电池 mb-2">电池</div>
|
||
<div class="small">25.0%</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-6 col-md-3 mb-3">
|
||
<div class="p-3 border rounded">
|
||
<div class="h3 text-warning">5</div>
|
||
<div class="badge category-其他 mb-2">其他</div>
|
||
<div class="small">41.7%</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 投资启示 -->
|
||
<div class="card">
|
||
<div class="card-header bg-white">
|
||
<h5 class="mb-0"><i class="bi bi-lightbulb-fill me-2"></i>投资启示</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<div class="row">
|
||
<div class="col-md-6 mb-3">
|
||
<h6><i class="bi bi-check-circle-fill text-success me-2"></i>重点关注方向</h6>
|
||
<ul>
|
||
<li>供应链核心企业：光学模组、电池、代工等领域的龙头企业</li>
|
||
<li>技术协同效应强：能与大疆无人机技术形成协同的供应商</li>
|
||
<li>海外产能布局：具备规避贸易壁垒能力的代工企业</li>
|
||
</ul>
|
||
</div>
|
||
<div class="col-md-6 mb-3">
|
||
<h6><i class="bi bi-exclamation-triangle-fill text-warning me-2"></i>风险提示</h6>
|
||
<ul>
|
||
<li>技术适配性：导航算法在复杂家庭环境中的表现</li>
|
||
<li>成本控制：核心零部件成本占比高，需关注规模化能力</li>
|
||
<li>市场竞争：行业竞争加剧，需关注差异化竞争力</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="alert alert-info mt-3 mb-0">
|
||
<i class="bi bi-info-circle me-2"></i>
|
||
<strong>免责声明：</strong>以上分析基于公开信息整理，不构成任何投资建议。投资有风险，决策需谨慎。
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<footer class="bg-light py-4 mt-5">
|
||
<div class="container text-center">
|
||
<p class="mb-0 text-muted">© 2025 大疆扫地机器人潜在供应商分析 | 数据更新于2025年7月</p>
|
||
</div>
|
||
</footer>
|
||
|
||
<script src="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/js/bootstrap.bundle.min.js"></script>
|
||
</body>
|
||
</html>
|