550 lines
35 KiB
HTML
550 lines
35 KiB
HTML
<!DOCTYPE html>
|
||
<html lang="zh-CN" data-theme="night">
|
||
<head>
|
||
<meta charset="UTF-8">
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<title>深度行研 | 外骨骼机器人</title>
|
||
|
||
<!-- Tailwind CSS & DaisyUI -->
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
|
||
<!-- Alpine.js -->
|
||
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.14.0/dist/cdn.min.js"></script>
|
||
|
||
<!-- ECharts -->
|
||
<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
|
||
|
||
<!-- Google Fonts -->
|
||
<link rel="preconnect" href="https://fonts.googleapis.com">
|
||
<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
|
||
<link href="https://fonts.googleapis.com/css2?family=Poppins:wght@300;400;600;700&family=Roboto+Mono:wght@400;700&display=swap" rel="stylesheet">
|
||
|
||
<style>
|
||
:root {
|
||
--glow-color-1: rgba(0, 220, 255, 0.5);
|
||
--glow-color-2: rgba(138, 43, 226, 0.5);
|
||
}
|
||
|
||
body {
|
||
font-family: 'Poppins', sans-serif;
|
||
background-color: #00000a;
|
||
color: #e0e0e0;
|
||
background-image:
|
||
radial-gradient(circle at 15% 15%, var(--glow-color-1) 0%, transparent 35%),
|
||
radial-gradient(circle at 85% 75%, var(--glow-color-2) 0%, transparent 40%);
|
||
background-attachment: fixed;
|
||
background-size: 100% 100%;
|
||
}
|
||
|
||
.glass-card {
|
||
background-color: rgba(10, 10, 25, 0.4);
|
||
backdrop-filter: blur(20px);
|
||
-webkit-backdrop-filter: blur(20px);
|
||
border: 1px solid rgba(0, 220, 255, 0.2);
|
||
border-radius: 1.5rem; /* 24px */
|
||
box-shadow: 0 8px 32px 0 rgba(0, 220, 255, 0.1);
|
||
transition: all 0.3s ease;
|
||
}
|
||
|
||
.glass-card:hover {
|
||
border-color: rgba(0, 220, 255, 0.4);
|
||
transform: translateY(-5px);
|
||
box-shadow: 0 12px 40px 0 rgba(0, 220, 255, 0.15);
|
||
}
|
||
|
||
.fui-title {
|
||
font-family: 'Roboto Mono', monospace;
|
||
text-shadow: 0 0 5px rgba(0, 220, 255, 0.7), 0 0 10px rgba(0, 220, 255, 0.5), 0 0 15px rgba(0, 220, 255, 0.3);
|
||
}
|
||
|
||
.fui-header {
|
||
font-family: 'Poppins', sans-serif;
|
||
font-weight: 600;
|
||
color: #00dcff;
|
||
letter-spacing: 0.1em;
|
||
text-transform: uppercase;
|
||
border-bottom: 1px solid rgba(0, 220, 255, 0.2);
|
||
padding-bottom: 0.5rem;
|
||
}
|
||
|
||
.bento-grid {
|
||
display: grid;
|
||
gap: 1.5rem;
|
||
grid-template-columns: repeat(auto-fit, minmax(280px, 1fr));
|
||
}
|
||
|
||
.tab-lifted.tab-active {
|
||
background-color: rgba(10, 10, 25, 0.4) !important;
|
||
border-color: rgba(0, 220, 255, 0.2) !important;
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="antialiased min-h-screen">
|
||
<div class="container mx-auto p-4 md:p-8 space-y-8 md:space-y-12">
|
||
<!-- Header -->
|
||
<header class="text-center space-y-4">
|
||
<h1 class="text-4xl md:text-6xl font-bold text-white fui-title animate-pulse">
|
||
外骨骼机器人 · 深度行研
|
||
</h1>
|
||
<p class="text-sm text-cyan-400/70 tracking-widest">
|
||
北京价值前沿科技有限公司 AI投研agent：“价小前投研” 呈现
|
||
</p>
|
||
<p class="text-xs text-gray-500 max-w-2xl mx-auto">
|
||
本报告基于多源公开数据，由AI合成生成，旨在提供行业分析与洞见，不构成任何投资建议。投资有风险，决策需谨慎。
|
||
</p>
|
||
</header>
|
||
|
||
<!-- Bento Grid Highlights -->
|
||
<section class="bento-grid">
|
||
<div class="glass-card p-6 col-span-1 md:col-span-2">
|
||
<h3 class="fui-header mb-4">核心观点摘要</h3>
|
||
<p class="text-gray-300">
|
||
外骨骼机器人正处于从“0到1”的商业化引爆临界点，其核心驱动力已从传统的政策扶持和专业需求，转变为<strong>成本骤降与消费场景创新</strong>的双轮驱动。当前，市场正经历从高价医疗器械到平价消费电子的认知重塑，未来潜力巨大，但短期内商业模式、技术稳定性和市场教育仍是挑战，行业正从主题炒作向早期基本面验证过渡。
|
||
</p>
|
||
</div>
|
||
<div class="glass-card p-6">
|
||
<h3 class="fui-header mb-4">市场规模 CAGR</h3>
|
||
<div class="text-5xl font-bold text-white">~42.2%</div>
|
||
<p class="text-gray-400 mt-2">全球市场 (2022-2030, 观研天下)</p>
|
||
</div>
|
||
<div class="glass-card p-6">
|
||
<h3 class="fui-header mb-4">C端市场破局</h3>
|
||
<div class="text-5xl font-bold text-white">¥2500</div>
|
||
<p class="text-gray-400 mt-2">程天科技消费级产品售价</p>
|
||
</div>
|
||
<div class="glass-card p-6">
|
||
<h3 class="fui-header mb-4">消费潜力空间</h3>
|
||
<div class="text-5xl font-bold text-white">¥550亿</div>
|
||
<p class="text-gray-400 mt-2">基于国内老年人口10%渗透率测算</p>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Analyst Insight -->
|
||
<main class="space-y-8">
|
||
<div class="glass-card p-6 md:p-8">
|
||
<h2 class="text-2xl md:text-3xl fui-header mb-6">Analyst Insight: 概念深度解析</h2>
|
||
|
||
<div class="space-y-8">
|
||
<!-- 概念事件 -->
|
||
<div>
|
||
<h4 class="text-xl font-semibold text-cyan-300 mb-3">0. 概念引爆事件</h4>
|
||
<ul class="list-disc list-inside space-y-2 text-gray-300">
|
||
<li><strong>技术与成本背景:</strong> AI算法、轻量化材料（碳纤维）、传感器和电机技术进步，成本显著下降，为走向消费市场奠定基础。</li>
|
||
<li><strong>消费场景破冰 (引爆点):</strong> 2024年“五一”假期，外骨骼机器人作为“登山神器”现身泰山等景区，提供租赁服务 (<strong>80元/3小时</strong>)，获CCTV等主流媒体报道，成功创造具象化应用场景和巨大市场声量。</li>
|
||
<li><strong>关键产品发布与验证:</strong> 程天科技发布售价仅<strong>¥2500</strong>的助行器，<strong>15秒</strong>售罄，验证巨大市场需求。智元研究院发布“踏山”，加剧C端爆发预期。</li>
|
||
<li><strong>政策持续加码:</strong> 美国Medicare于2024年4月将外骨骼纳入报销，国内十余省份将康复训练纳入医保，并预期可能出台新的国家级补贴。</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<!-- 核心逻辑 -->
|
||
<div>
|
||
<h4 class="text-xl font-semibold text-cyan-300 mb-3">1. 核心逻辑与市场认知</h4>
|
||
<div class="prose max-w-none prose-invert prose-p:text-gray-300 prose-strong:text-cyan-300">
|
||
<p><strong>成本革命与价格平民化：</strong>这是引爆概念的最根本逻辑。医疗级外骨骼售价高达50万-190万元，而消费级产品已下探至2500元级别，使大规模商业化成为可能。</p>
|
||
<p><strong>应用场景的创造性突破：</strong>“登山租赁”模式的成功，解决了C端产品“低频、高价、认知不足”的痛点，通过高流量景区“先租后买”快速完成市场教育。</p>
|
||
<p><strong>“银发经济”与“效率经济”的刚性需求：</strong>全球老龄化（中国65岁以上老人近2.2亿）和工业物流领域提效降伤（亚马逊效率提升300%）提供了广阔市场。</p>
|
||
<p><strong>技术同源与产业协同：</strong>与人形机器人技术高度同源，共享产业链成熟和成本下降的红利，形成良性循环。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 预期差 -->
|
||
<div>
|
||
<h4 class="text-xl font-semibold text-cyan-300 mb-3">2. 预期差分析</h4>
|
||
<div class="grid md:grid-cols-3 gap-6">
|
||
<div class="border-l-4 border-cyan-500 pl-4">
|
||
<h5 class="font-bold text-white">爆发路径：C端 vs. B端</h5>
|
||
<p class="text-sm text-gray-400"><strong>市场共识：</strong>聚焦C端指数级爆发。<strong>潜在预期差：</strong>行业内部认为<strong>工业B端</strong>才是短期（2025-27年）放量主力，C端面临安全、体验等挑战，路径可能更曲折。</p>
|
||
</div>
|
||
<div class="border-l-4 border-purple-500 pl-4">
|
||
<h5 class="font-bold text-white">财务指标：营收 vs. 盈利</h5>
|
||
<p class="text-sm text-gray-400"><strong>市场共识：</strong>关注订单和出货量。<strong>潜在预期差：</strong>¥2500售价下的利润空间是未知数。低价策略可能是“敲门砖”，但商业模式的可持续性待验证。</p>
|
||
</div>
|
||
<div class="border-l-4 border-amber-500 pl-4">
|
||
<h5 class="font-bold text-white">技术关注：先进性 vs. 用户体验</h5>
|
||
<p class="text-sm text-gray-400"><strong>市场共识：</strong>聚焦AI、脑机接口。<strong>潜在预期差：</strong>路演揭示了更基础的致命问题，如<strong>0.5秒延迟</strong>、佩戴舒适性等，这些是决定产品能否被广泛接受的关键。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 催化剂与发展路径 -->
|
||
<div>
|
||
<h4 class="text-xl font-semibold text-cyan-300 mb-3">3. 关键催化剂与未来发展路径</h4>
|
||
<div class="flex flex-col md:flex-row gap-8">
|
||
<div class="flex-1">
|
||
<h5 class="font-bold text-white mb-2">近期催化剂 (未来3-6个月)</h5>
|
||
<ul class="list-disc list-inside space-y-1 text-gray-300 text-sm">
|
||
<li><strong>关键产品量产上市：</strong>振江股份(Q3)、探路者(年底)、翔宇医疗(年内)等。</li>
|
||
<li><strong>国家级补贴政策出台：</strong>行业普遍预期，将是板块最强催化剂。</li>
|
||
<li><strong>头部企业销售数据验证：</strong>程天、肯綮等能否完成出货目标。</li>
|
||
<li><strong>更多消费场景落地：</strong>从登山复制到徒步、养老等。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="flex-1">
|
||
<h5 class="font-bold text-white mb-2">长期发展路径</h5>
|
||
<ul class="timeline timeline-compact timeline-vertical">
|
||
<li>
|
||
<div class="timeline-start timeline-box"><strong>当前-2026: 场景渗透期</strong><br>B端+C端营销，完成市场教育，产业链降本。</div>
|
||
<hr/>
|
||
</li>
|
||
<li>
|
||
<hr/>
|
||
<div class="timeline-end timeline-box"><strong>2026-2028: 技术融合期</strong><br>产品向轻量化、智能化迭代，市场分化。</div>
|
||
<hr/>
|
||
</li>
|
||
<li>
|
||
<hr/>
|
||
<div class="timeline-start timeline-box"><strong>2028以后: 全面普及期</strong><br>成为普及型个人装备，形成千亿级市场。</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 风险与挑战 -->
|
||
<div>
|
||
<h4 class="text-xl font-semibold text-cyan-300 mb-3">4. 潜在风险与挑战</h4>
|
||
<div class="prose max-w-none prose-invert prose-p:text-gray-300 prose-strong:text-red-400">
|
||
<p><strong>技术风险:</strong> 核心是人机协同瓶颈（0.5秒延迟问题）和性能、续航、成本的“不可能三角”。消费级产品的安全冗余是重大法律风险源。</p>
|
||
<p><strong>商业化风险:</strong> ¥2500售价下的盈利能力是最大不确定性。市场接受度（从尝鲜到购买的鸿沟）和应用场景单一（依赖“登山”）是主要障碍。</p>
|
||
<p><strong>政策与竞争风险:</strong> 预期的补贴若不落地将影响需求。C端市场爆发可能吸引大量玩家涌入，引发低水平同质化价格战。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Market Size Chart -->
|
||
<div class="glass-card p-6 md:p-8">
|
||
<h2 class="text-2xl md:text-3xl fui-header mb-6">市场规模预测对比</h2>
|
||
<div id="market-size-chart" style="width: 100%; height: 400px;"></div>
|
||
</div>
|
||
|
||
<!-- Data Deep Dive -->
|
||
<div x-data="{ tab: 'news' }" class="glass-card">
|
||
<div class="tabs tabs-lifted p-4">
|
||
<a class="tab" :class="{ 'tab-active': tab === 'news' }" @click="tab = 'news'">新闻数据</a>
|
||
<a class="tab" :class="{ 'tab-active': tab === 'roadshow' }" @click="tab = 'roadshow'">路演纪要</a>
|
||
<a class="tab" :class="{ 'tab-active': tab === 'report' }" @click="tab = 'report'">研报精粹</a>
|
||
</div>
|
||
<div class="p-6 md:p-8">
|
||
<!-- News Content -->
|
||
<div x-show="tab === 'news'" class="prose max-w-none prose-invert prose-p:text-gray-300 prose-strong:text-cyan-300 prose-headings:text-cyan-200">
|
||
<h4>一、定义、分类与技术</h4>
|
||
<ul>
|
||
<li><strong>定义:</strong> 人机协同技术典型代表，一种可穿戴的智能机械装置，通过“感知-处理-驱动-反馈”闭环系统实现助力。</li>
|
||
<li><strong>分类:</strong> 按应用分（增强类/康复类）、动力源分（有源/无源）、部位分（上肢/腰部/下肢/全身）。</li>
|
||
<li><strong>核心技术壁垒:</strong> 步态检测和人机协同是核心难点。</li>
|
||
</ul>
|
||
<h4>二、应用场景与市场</h4>
|
||
<ul>
|
||
<li><strong>医疗康复:</strong> 已率先实现规模化商用，康复效率提升60%。产品价格50-190万元。美国Medicare已纳入报销。</li>
|
||
<li><strong>工业物流:</strong> 亚马逊使用后效率提升300%，工伤率下降80%。售价1万元起。</li>
|
||
<li><strong>军事防务:</strong> 美军ONYX系统使负重突破90kg。中国航天科工“铁甲”系列支持50kg重物抓取。</li>
|
||
<li><strong>消费级(C端):</strong> 核心增长点。用于老年助行和户外运动（登山）。泰山景区已投放500台，租赁价80元/3小时。程天科技2500元助行器15秒售罄。</li>
|
||
</ul>
|
||
<h4>三、技术趋势</h4>
|
||
<ul>
|
||
<li><strong>轻量化:</strong> 碳纤维应用使重量降低40%以上，续航提升至16小时。</li>
|
||
<li><strong>智能化:</strong> AI算法预测用户意图，脑机接口(BCI)实现“意念控制”。</li>
|
||
<li><strong>能源技术:</strong> 新型固态电池和自供电系统是未来方向。</li>
|
||
</ul>
|
||
</div>
|
||
<!-- Roadshow Content -->
|
||
<div x-show="tab === 'roadshow'" class="prose max-w-none prose-invert prose-p:text-gray-300 prose-strong:text-cyan-300 prose-headings:text-cyan-200">
|
||
<h4>一、核心技术挑战</h4>
|
||
<ul>
|
||
<li><strong>感知与协同控制:</strong> 延迟0.5秒可能从“助力”变“阻力”，核心在于步态检测与人机协同。</li>
|
||
<li><strong>意图识别:</strong> 未来趋势是结合AI与脑机接口(BCI)，解决动作预测精度。</li>
|
||
<li><strong>轻量化与舒适性:</strong> 材料是关键（碳纤维、钛合金），绑带技术、贴合性是难点。</li>
|
||
<li><strong>成本控制:</strong> 硬件成本高，需规模化生产实现降本。</li>
|
||
</ul>
|
||
<h4>二、商业化分析</h4>
|
||
<ul>
|
||
<li><strong>医疗康复:</strong> 高壁垒（医疗认证）、高价值（80-100万）、政策驱动（医保报销）。</li>
|
||
<li><strong>工业领域:</strong> <strong>短期(2025-27年)放量主力</strong>，需求明确，技术门槛相对低。</li>
|
||
<li><strong>消费端(C端):</strong> 长期想象空间最大（千亿级），但价格敏感（期望7000-8000元以下），面临安全法律风险。</li>
|
||
</ul>
|
||
<h4>三、成本与定价</h4>
|
||
<ul>
|
||
<li><strong>医疗版:</strong> 整机售价17.8万至数百万。量产后整机成本可降至8-9万元。</li>
|
||
<li><strong>工业版:</strong> B端均价约5万元。</li>
|
||
<li><strong>消费版:</strong> 国内厂商已推出2500元级产品。</li>
|
||
</ul>
|
||
</div>
|
||
<!-- Report Content -->
|
||
<div x-show="tab === 'report'" class="prose max-w-none prose-invert prose-p:text-gray-300 prose-strong:text-cyan-300 prose-headings:text-cyan-200">
|
||
<h4>一、市场动态与商业化进展</h4>
|
||
<ul>
|
||
<li><strong>总体趋势:</strong> 行业处于商业化临界点，正以前所未有的速度驶入现实社会。</li>
|
||
<li><strong>融资动态:</strong> 傲鲨智能、优龙机器人、程天科技等一级市场公司近期均完成新一轮融资。</li>
|
||
<li><strong>产品发布:</strong> 智元研究院发布“踏山”，程天科技发布“易行EasyGo”并热销，谷歌和始祖鸟推出Mo/Go登山裤。</li>
|
||
</ul>
|
||
<h4>二、核心驱动因素</h4>
|
||
<ul>
|
||
<li><strong>技术突破:</strong> ① 人工智能算法、高精度传感器技术突破；② 碳纤维、钛合金等轻量化材料问世。</li>
|
||
<li><strong>AI大模型应用:</strong> 通过机器学习提升意图感知能力，实现更自然的交互。</li>
|
||
</ul>
|
||
<h4>三、应用场景拓展</h4>
|
||
<ul>
|
||
<li><strong>登山辅助:</strong> 作为新型“登山外挂”走入大众视野，泰山景区已服务超3000人次，节省30%-50%体力。</li>
|
||
<li><strong>养老助行:</strong> 应对老龄化社会需求，帮助护工搬动老人，或辅助老人行走。</li>
|
||
<li><strong>投资逻辑:</strong> 相比人形机器人具有“就业友好”优势，需求爆发+技术突破+国产替代是核心逻辑。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Stock Table -->
|
||
<div class="glass-card p-6 md:p-8">
|
||
<h2 class="text-2xl md:text-3xl fui-header mb-6">产业链核心标的</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr class="text-cyan-300">
|
||
<th>公司名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑/业务</th>
|
||
<th>产业链环节</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- 程天科技合作方 -->
|
||
<tr class="hover:bg-cyan-900/20 transition-colors"><td colspan="4" class="font-bold text-white bg-black/20">程天科技 合作方 (C端爆款)</td></tr>
|
||
<tr class="hover:bg-cyan-900/20 transition-colors">
|
||
<td>楚天科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300358" target="_blank" class="link link-hover text-cyan-400">300358</a></td>
|
||
<td>参股程天科技，独家代理消费级外骨骼</td>
|
||
<td>代理/投资</td>
|
||
</tr>
|
||
<tr class="hover:bg-cyan-900/20 transition-colors">
|
||
<td>电广传媒</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=000917" target="_blank" class="link link-hover text-cyan-400">000917</a></td>
|
||
<td>旗下基金参与程天科技2轮投资</td>
|
||
<td>投资</td>
|
||
</tr>
|
||
<tr class="hover:bg-cyan-900/20 transition-colors">
|
||
<td>瑞迪智驱</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=301596" target="_blank" class="link link-hover text-cyan-400">301596</a></td>
|
||
<td>行星减速机与程天科技展开技术交流与样品测试合作</td>
|
||
<td>上游零部件</td>
|
||
</tr>
|
||
<!-- 整机/系统集成 -->
|
||
<tr class="hover:bg-cyan-900/20 transition-colors"><td colspan="4" class="font-bold text-white bg-black/20">整机 / 系统集成</td></tr>
|
||
<tr class="hover:bg-cyan-900/20 transition-colors">
|
||
<td>振江股份</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603507" target="_blank" class="link link-hover text-cyan-400">603507</a></td>
|
||
<td>控股子公司海普曼机器人，专注外骨骼算法与设计，产品计划Q3小批量</td>
|
||
<td>整机</td>
|
||
</tr>
|
||
<tr class="hover:bg-cyan-900/20 transition-colors">
|
||
<td>探路者</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300005" target="_blank" class="link link-hover text-cyan-400">300005</a></td>
|
||
<td>与迈宝智能联合研发下肢外骨骼，预计年底上市销售</td>
|
||
<td>整机</td>
|
||
</tr>
|
||
<tr class="hover:bg-cyan-900/20 transition-colors">
|
||
<td>新兴装备</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002933" target="_blank" class="link link-hover text-cyan-400">002933</a></td>
|
||
<td>军用外骨骼领先企业，与探路者战略合作</td>
|
||
<td>整机 (军用)</td>
|
||
</tr>
|
||
<tr class="hover:bg-cyan-900/20 transition-colors">
|
||
<td>精工科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002006" target="_blank" class="link link-hover text-cyan-400">002006</a></td>
|
||
<td>联合复旦大学团队研发，采用高强碳纤维材料</td>
|
||
<td>整机</td>
|
||
</tr>
|
||
<tr class="hover:bg-cyan-900/20 transition-colors">
|
||
<td>伟思医疗</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688580" target="_blank" class="link link-hover text-cyan-400">688580</a></td>
|
||
<td>布局康复外骨骼机器人产品</td>
|
||
<td>整机 (医疗)</td>
|
||
</tr>
|
||
<!-- 上游核心零部件 -->
|
||
<tr class="hover:bg-cyan-900/20 transition-colors"><td colspan="4" class="font-bold text-white bg-black/20">上游核心零部件</td></tr>
|
||
<tr class="hover:bg-cyan-900/20 transition-colors">
|
||
<td>美湖股份</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603319" target="_blank" class="link link-hover text-cyan-400">603319</a></td>
|
||
<td>电机及电机模组已实现量产配套</td>
|
||
<td>电机</td>
|
||
</tr>
|
||
<tr class="hover:bg-cyan-900/20 transition-colors">
|
||
<td>江苏雷利</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300660" target="_blank" class="link link-hover text-cyan-400">300660</a></td>
|
||
<td>外骨骼膝关节模组主力供应商</td>
|
||
<td>电机/模组</td>
|
||
</tr>
|
||
<tr class="hover:bg-cyan-900/20 transition-colors">
|
||
<td>光大同创</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=301387" target="_blank" class="link link-hover text-cyan-400">301387</a></td>
|
||
<td>已将碳纤维产品逐步应用于外骨骼机器人结构件</td>
|
||
<td>轻量化材料</td>
|
||
</tr>
|
||
<tr class="hover:bg-cyan-900/20 transition-colors">
|
||
<td>光威复材</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300699" target="_blank" class="link link-hover text-cyan-400">300699</a></td>
|
||
<td>碳纤维材料供应外骨骼主体框架</td>
|
||
<td>轻量化材料</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Rise Analysis -->
|
||
<div class="glass-card p-6 md:p-8">
|
||
<h2 class="text-2xl md:text-3xl fui-header mb-6">相关个股异动解析</h2>
|
||
<div class="space-y-6">
|
||
<div class="collapse collapse-plus glass-card">
|
||
<input type="radio" name="rise-accordion" checked="checked" />
|
||
<div class="collapse-title text-xl font-medium text-cyan-300">
|
||
新华锦 (600735) - 养老机器人+外骨骼政策共振
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p class="text-gray-300"><strong class="text-white">核心结论:</strong> 6月中旬设立机器人子公司+7月部委及山东出台养老机器人20%财政补贴细则，形成“政策-订单”共振，资金抢筹。</p>
|
||
<p class="text-gray-400 text-sm mt-2"><strong class="text-white">异动解析:</strong> 公司设立子公司主营康复护理及外骨骼，直接受益于山东试点政策。网传纪要显示，子公司成立不到一个月外骨骼订单已超1000台。小市值+低机构覆盖，弹性显著。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass-card">
|
||
<input type="radio" name="rise-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-cyan-300">
|
||
际华集团 (601718) - 军需大单预期+应急刚需升级
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p class="text-gray-300"><strong class="text-white">核心结论:</strong> “45万套军需（含外骨骼）大单进入公示窗口 + 国务院文件将外骨骼升级为应急刚需”双重催化，资金抢跑。</p>
|
||
<p class="text-gray-400 text-sm mt-2"><strong class="text-white">异动解析:</strong> 国务院文件要求抢险救援外骨骼采购比例提升。同时，中央军委后勤保障部公示大单，公司作为牵头制定《单兵外骨骼通用规范》的企业，中标概率高，利润弹性显著。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass-card">
|
||
<input type="radio" name="rise-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-cyan-300">
|
||
机器人 (300024) - 政策催化+行业盛会预期
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p class="text-gray-300"><strong class="text-white">核心结论:</strong> 北京机器人消费补贴政策、脑机接口产业政策等多重利好，叠加世界机器人大会召开预期，板块情绪升温。</p>
|
||
<p class="text-gray-400 text-sm mt-2"><strong class="text-white">异动解析:</strong> 公司参与的国家重点专项涉及运动意图识别技术，与非侵入式脑机接口应用层技术契合。公司拥有康复机器人产品线，部分型号支持生物电信号触发，符合政策方向和市场热点。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
var chartDom = document.getElementById('market-size-chart');
|
||
var myChart = echarts.init(chartDom, 'dark');
|
||
var option;
|
||
|
||
option = {
|
||
backgroundColor: 'transparent',
|
||
title: {
|
||
text: '全球外骨骼机器人市场规模预测 (单位: 亿美元)',
|
||
left: 'center',
|
||
textStyle: {
|
||
color: '#ccc'
|
||
}
|
||
},
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: {
|
||
type: 'cross',
|
||
label: {
|
||
backgroundColor: '#6a7985'
|
||
}
|
||
}
|
||
},
|
||
legend: {
|
||
data: ['Grand View', 'Business Insight', 'ABI Research'],
|
||
top: 'bottom',
|
||
textStyle: {
|
||
color: '#ccc'
|
||
}
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '10%',
|
||
containLabel: true
|
||
},
|
||
xAxis: [
|
||
{
|
||
type: 'category',
|
||
boundaryGap: false,
|
||
data: ['2020', '2022', '2024', '2025', '2028', '2030', '2032'],
|
||
axisLine: { lineStyle: { color: 'rgba(255,255,255,0.2)' } }
|
||
}
|
||
],
|
||
yAxis: [
|
||
{
|
||
type: 'value',
|
||
axisLabel: { formatter: '${value} B' },
|
||
axisLine: { lineStyle: { color: 'rgba(255,255,255,0.2)' } },
|
||
splitLine: { lineStyle: { color: 'rgba(255,255,255,0.1)' } }
|
||
}
|
||
],
|
||
series: [
|
||
{
|
||
name: 'Grand View',
|
||
type: 'line',
|
||
smooth: true,
|
||
lineStyle: { color: '#00dcff', width: 3, shadowBlur: 10, shadowColor: '#00dcff' },
|
||
itemStyle: { color: '#00dcff' },
|
||
areaStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{
|
||
offset: 0,
|
||
color: 'rgba(0, 220, 255, 0.5)'
|
||
}, {
|
||
offset: 1,
|
||
color: 'rgba(0, 220, 255, 0)'
|
||
}])
|
||
},
|
||
data: [null, null, 18, null, null, 120, null]
|
||
},
|
||
{
|
||
name: 'Business Insight',
|
||
type: 'line',
|
||
smooth: true,
|
||
lineStyle: { color: '#8a2be2', width: 3, shadowBlur: 10, shadowColor: '#8a2be2' },
|
||
itemStyle: { color: '#8a2be2' },
|
||
areaStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{
|
||
offset: 0,
|
||
color: 'rgba(138, 43, 226, 0.5)'
|
||
}, {
|
||
offset: 1,
|
||
color: 'rgba(138, 43, 226, 0)'
|
||
}])
|
||
},
|
||
data: [null, 9, null, null, null, 147, 305]
|
||
},
|
||
{
|
||
name: 'ABI Research',
|
||
type: 'line',
|
||
smooth: true,
|
||
lineStyle: { color: '#ffdb58', width: 3, shadowBlur: 10, shadowColor: '#ffdb58' },
|
||
itemStyle: { color: '#ffdb58' },
|
||
areaStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{
|
||
offset: 0,
|
||
color: 'rgba(255, 219, 88, 0.4)'
|
||
}, {
|
||
offset: 1,
|
||
color: 'rgba(255, 219, 88, 0)'
|
||
}])
|
||
},
|
||
data: [3.92, null, null, null, 37, 68, null]
|
||
}
|
||
]
|
||
};
|
||
|
||
option && myChart.setOption(option);
|
||
|
||
window.addEventListener('resize', function() {
|
||
myChart.resize();
|
||
});
|
||
});
|
||
</script>
|
||
|
||
</body>
|
||
</html> |