519 lines
33 KiB
HTML
519 lines
33 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>深度行研 | 无人驾驶-线控转向 (Steer-by-Wire)</title>
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<!-- Tailwind & DaisyUI -->
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.2/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.tailwindcss.com"></script>
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<!-- Alpine.js -->
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<!-- ECharts -->
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<!-- Google Fonts -->
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<link rel="preconnect" href="https://fonts.googleapis.com">
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<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
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<link href="https://fonts.googleapis.com/css2?family=Orbitron:wght@400;700&family=Rajdhani:wght@300;400;600;700&display=swap" rel="stylesheet">
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<style>
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:root {
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--glow-color: hsl(180, 100%, 50%);
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--glow-color-alt: hsl(290, 100%, 60%);
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}
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body {
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font-family: 'Rajdhani', sans-serif;
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background-color: #000000;
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background-image:
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radial-gradient(ellipse at 70% 30%, hsla(290, 100%, 60%, 0.15) 0%, transparent 50%),
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radial-gradient(ellipse at 30% 70%, hsla(180, 100%, 50%, 0.15) 0%, transparent 50%);
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background-attachment: fixed;
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color: #e0e7ff;
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overflow-x: hidden;
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}
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.glass-card {
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background: rgba(20, 20, 40, 0.4);
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backdrop-filter: blur(16px) saturate(180%);
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-webkit-backdrop-filter: blur(16px) saturate(180%);
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border-radius: 24px;
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border: 1px solid rgba(255, 255, 255, 0.1);
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transition: all 0.3s ease;
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box-shadow: 0 0 40px rgba(0, 0, 0, 0.2);
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}
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.glass-card:hover {
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box-shadow: 0 0 20px rgba(var(--glow-color), 0.2), 0 0 30px rgba(var(--glow-color-alt), 0.2);
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border-color: rgba(255, 255, 255, 0.2);
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}
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.title-font {
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font-family: 'Orbitron', sans-serif;
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}
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.glow-text-main {
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text-shadow: 0 0 5px var(--glow-color), 0 0 10px var(--glow-color), 0 0 15px var(--glow-color);
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color: #ffffff;
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}
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.glow-text-alt {
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text-shadow: 0 0 5px var(--glow-color-alt), 0 0 10px var(--glow-color-alt);
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color: #ffffff;
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}
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.section-header {
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padding: 8px 16px;
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border-left: 3px solid var(--glow-color);
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background: linear-gradient(to right, rgba(0, 246, 255, 0.1), transparent);
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margin-bottom: 1.5rem;
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}
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.section-header h2 {
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font-size: 1.75rem;
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font-weight: 700;
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letter-spacing: 1px;
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color: #f0f0f0;
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}
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::-webkit-scrollbar {
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width: 8px;
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}
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::-webkit-scrollbar-track {
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background: transparent;
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}
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::-webkit-scrollbar-thumb {
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background-color: rgba(0, 246, 255, 0.4);
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border-radius: 10px;
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border: 2px solid transparent;
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background-clip: content-box;
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}
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::-webkit-scrollbar-thumb:hover {
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background-color: rgba(0, 246, 255, 0.7);
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}
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.daisy-table th, .daisy-table td {
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border-color: rgba(255, 255, 255, 0.15) !important;
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}
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.daisy-table th {
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background-color: rgba(0, 246, 255, 0.05);
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color: var(--glow-color);
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}
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.timeline-item::before {
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content: '';
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position: absolute;
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left: -32px;
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top: 50%;
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transform: translateY(-50%);
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width: 16px;
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height: 16px;
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border-radius: 50%;
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background-color: var(--glow-color);
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border: 3px solid #000;
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box-shadow: 0 0 10px var(--glow-color);
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}
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.timeline-line {
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position: absolute;
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left: -25px;
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top: 0;
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bottom: 0;
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width: 2px;
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background: linear-gradient(to bottom, transparent, var(--glow-color), transparent);
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}
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.daisy-tab {
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transition: all 0.3s ease;
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}
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.daisy-tab-active {
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color: var(--glow-color) !important;
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border-color: var(--glow-color) !important;
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font-weight: bold;
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}
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</style>
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</head>
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<body class="min-h-screen p-4 sm:p-6 lg:p-8">
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<div class="max-w-screen-2xl mx-auto space-y-8">
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<!-- Header -->
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<header class="text-center p-6 glass-card">
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<h1 class="text-4xl md:text-5xl font-bold title-font glow-text-main tracking-wider">
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深度行研 | 无人驾驶-线控转向
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</h1>
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<p class="text-lg md:text-xl title-font mt-2 text-indigo-300">Steer-by-Wire (SBW)</p>
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<p class="mt-4 text-xs text-slate-400">
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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，本报告为AI合成数据，投资需谨慎。
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</p>
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</header>
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<!-- Main Content Grid -->
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<main class="grid grid-cols-1 lg:grid-cols-3 gap-8">
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<!-- Insight: Core Logic -->
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<div class="lg:col-span-2 p-6 md:p-8 glass-card">
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<div class="section-header">
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<h2 class="title-font glow-text-main">概念核心逻辑 & 市场认知分析</h2>
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</div>
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<div x-data="{ tab: 'logic' }" class="space-y-6">
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<div class="tabs tabs-boxed bg-black/30">
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<a class="tab tab-lg flex-1" :class="{ 'tab-active': tab === 'logic' }" @click="tab = 'logic'">核心驱动力</a>
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<a class="tab tab-lg flex-1" :class="{ 'tab-active': tab === 'perception' }" @click="tab = 'perception'">市场认知 & 预期差</a>
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</div>
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<div x-show="tab === 'logic'" class="space-y-4 text-slate-300 leading-relaxed">
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<p><strong class="text-cyan-300">1. 技术刚需 (Necessity):</strong> 线控转向是L3+自动驾驶的“入场券”。要实现方向盘收折/取消、车身姿态的毫秒级精确控制及满足冗余安全设计，“解耦”是唯一路径。EPS系统430万行代码跃升至SBW的1350万行，印证了其在软件定义汽车时代的核心地位。</p>
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<p><strong class="text-cyan-300">2. 头部引领 (Catalyst):</strong> 特斯拉以其强大行业号召力，通过Robotaxi项目将线控转向从“未来技术”拉入“量产议程”。耐世特已获其定点（预计2026年中量产），为产业链提供了清晰的量产时间表和需求确定性。</p>
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<p><strong class="text-cyan-300">3. 政策铺路 (Policy Push):</strong> 从法规松绑、技术路线图引导，到预期的强制准入标准，政策层面为线控转向发展清除了障碍。尤其是对本土化率的要求，将直接利好国内具备核心技术储备的供应商。</p>
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<p><strong class="text-cyan-300">4. 体验升级 (User Experience):</strong> 技术优势也带来直接的驾乘体验提升，如可变转向比、过滤路面颠簸、释放座舱空间等，这为车企在L2+阶段提前配置提供了营销卖点和商业动机。</p>
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</div>
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<div x-show="tab === 'perception'" class="space-y-4 text-slate-300 leading-relaxed">
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<div>
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<h4 class="font-bold text-lg text-fuchsia-300 mb-2">市场热度与情绪</h4>
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<p>当前市场对线控转向概念抱有极高热情，体现在新闻密集、研报覆盖广、专家会议频繁。市场情绪主要围绕“L3加速”、“特斯拉催化”和“国产替代”三大乐观叙事展开。</p>
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</div>
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<div>
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<h4 class="font-bold text-lg text-fuchsia-300 mb-2">预期差分析 (Crucial Insights)</h4>
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<ul class="list-disc list-inside space-y-2">
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<li><strong class="text-amber-300">量产节奏预期差:</strong> 市场氛围渲染技术“呼之欲出”，但主流供应商（耐世特、浙江世宝）核心定点项目大规模量产集中在 <strong class="text-white">2026年中至2027年</strong>。市场可能低估了从定点到SOP的周期。</li>
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<li><strong class="text-amber-300">成本与价格预期差:</strong> 市场预期成本迅速降至2000-4000元，但路演修正指出2025年实际单价约 <strong class="text-white">6000-8000元</strong>，到2030年才可能降至4000-5000元。初期高成本可能限制渗透速度。</li>
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<li><strong class="text-amber-300">市场规模预期差:</strong> 早期预测复合增速高达70%，但更严谨数据指出约为 <strong class="text-white">40%-50%</strong>，2030年市场规模在150-200亿元。虽仍高速增长，但低于最乐观预期。</li>
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<li><strong class="text-amber-300">技术门槛认知差:</strong> 真正的护城河在于 <strong class="text-white">软件开发能力和冗余设计</strong>。特斯拉自研 vs 小鹏采购 vs 理想合作的模式，体现了技术分野，供应商的价值不仅在硬件，更在软件解决方案。</li>
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</ul>
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</div>
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</div>
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</div>
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</div>
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<!-- Market Forecast Chart -->
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<div class="lg:col-span-1 p-6 md:p-8 glass-card">
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<div class="section-header !border-fuchsia-400 !bg-gradient-to-r !from-fuchsia-500/10">
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<h2 class="title-font glow-text-alt">市场前景与预测</h2>
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</div>
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<div id="market-chart" class="w-full h-80"></div>
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<div class="text-center text-sm text-slate-400 mt-4">
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<p>数据来源：中国汽车工程学会、路演纪要综合整理</p>
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<p class="mt-1">预计2030年渗透率达 <strong class="text-fuchsia-300">30%</strong>，市场规模超 <strong class="text-fuchsia-300">260亿</strong></p>
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</div>
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</div>
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<!-- Catalysts & Timeline -->
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<div class="lg:col-span-3 p-6 md:p-8 glass-card">
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<div class="section-header">
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<h2 class="title-font glow-text-main">关键催化剂 & 发展路径</h2>
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</div>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
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<div>
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<h3 class="text-xl font-bold text-cyan-300 mb-4">近期催化剂 (未来3-6个月)</h3>
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<ul class="space-y-3 text-slate-300">
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<li class="flex items-start"><span class="text-cyan-400 mr-3 mt-1">▶</span> 特斯拉Robotaxi正式商业化运营</li>
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<li class="flex items-start"><span class="text-cyan-400 mr-3 mt-1">▶</span> 《新能源汽车转向系统准入补充技术要求》正式稿发布</li>
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<li class="flex items-start"><span class="text-cyan-400 mr-3 mt-1">▶</span> 小米汽车线控转向定点官宣</li>
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<li class="flex items-start"><span class="text-cyan-400 mr-3 mt-1">▶</span> 蔚来ET9大规模交付与市场反馈</li>
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</ul>
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</div>
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<div class="relative pl-8">
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<h3 class="text-xl font-bold text-cyan-300 mb-4">长期发展路径</h3>
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<div class="timeline-line"></div>
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<div class="space-y-6 text-slate-300">
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<div class="relative timeline-item">
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<h4 class="font-bold text-white">导入期 (2024-2025)</h4>
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<p class="text-sm">高端车型小批量市场验证，渗透率 < 5%。</p>
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</div>
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<div class="relative timeline-item">
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<h4 class="font-bold text-white">成长期 (2026-2028)</h4>
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<p class="text-sm">主流新势力规模化搭载，供应商迎业绩兑现，渗透率迈向 15-20%。</p>
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</div>
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<div class="relative timeline-item">
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<h4 class="font-bold text-white">成熟期 (2029-2030+)</h4>
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<p class="text-sm">成为智能汽车标配，向“线控底盘”演进，渗透率达 30%+。</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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<!-- Industry Chain & Core Companies -->
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<div class="lg:col-span-3 p-6 md:p-8 glass-card">
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<div class="section-header !border-fuchsia-400 !bg-gradient-to-r !from-fuchsia-500/10">
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<h2 class="title-font glow-text-alt">产业链与核心公司剖析</h2>
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</div>
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<div x-data="{ open: '耐世特' }" class="space-y-6">
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<div role="tablist" class="tabs tabs-lifted">
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<a role="tab" class="tab [--tab-bg:theme(colors.cyan.900)] [--tab-border-color:theme(colors.cyan.400)] text-cyan-300" :class="{ 'tab-active': open === '耐世特' }" @click="open = '耐世特'">耐世特 (Nexteer)</a>
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<a role="tab" class="tab [--tab-bg:theme(colors.fuchsia.900)] [--tab-border-color:theme(colors.fuchsia.400)] text-fuchsia-300" :class="{ 'tab-active': open === '浙江世宝' }" @click="open = '浙江世宝'">浙江世宝 (002703)</a>
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<a role="tab" class="tab [--tab-bg:theme(colors.amber.900)] [--tab-border-color:theme(colors.amber.400)] text-amber-300" :class="{ 'tab-active': open === '伯特利' }" @click="open = '伯特利'">伯特利 (603596)</a>
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</div>
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<div class="p-4 bg-black/20 rounded-b-box rounded-tr-box">
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<div x-show="open === '耐世特'" class="animate-fade-in">
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<h4 class="font-bold text-lg text-cyan-300">全球领导者</h4>
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<p class="text-sm text-slate-400 mb-3">逻辑最纯粹，进度最快</p>
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<ul class="list-disc list-inside space-y-1 text-slate-300">
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<li><strong>竞争优势:</strong> 全球转向龙头，技术储备深厚，与全球头部车企深度绑定。</li>
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<li><strong>业务进展:</strong> 已手握5+定点，客户包括<strong class="text-white">特斯拉 (独家供应Robotaxi)、理想、极氪</strong>。</li>
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<li><strong>量产指引:</strong> 2026年量产，目标2027年出货超<strong class="text-white">百万套</strong>，贡献8亿美元营收。</li>
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<li><strong>潜在风险:</strong> 在强调本土化率政策下可能面临竞争压力。</li>
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</ul>
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</div>
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<div x-show="open === '浙江世宝'" class="animate-fade-in">
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<h4 class="font-bold text-lg text-fuchsia-300">国内追赶者</h4>
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<p class="text-sm text-slate-400 mb-3">本土龙头，进度最明确</p>
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<ul class="list-disc list-inside space-y-1 text-slate-300">
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<li><strong>竞争优势:</strong> 国内老牌企业，技术储备扎实，具备本土化服务与成本优势。</li>
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<li><strong>业务进展:</strong> 已获多家主流车企定点，首个量产项目预计<strong class="text-white">2026年下半年</strong>开始。</li>
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<li><strong>市场地位:</strong> 国内厂商中确定性最高的标的，节奏紧随耐世特。</li>
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<li><strong>潜在风险:</strong> 客户结构和全球影响力稍弱，订单规模待持续验证。</li>
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</ul>
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</div>
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<div x-show="open === '伯特利'" class="animate-fade-in">
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<h4 class="font-bold text-lg text-amber-300">跨界整合者</h4>
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<p class="text-sm text-slate-400 mb-3">线控底盘一体化战略</p>
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<ul class="list-disc list-inside space-y-1 text-slate-300">
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<li><strong>竞争优势:</strong> 核心逻辑是“制动+转向+悬架”一体化解决方案，符合未来趋势。</li>
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<li><strong>业务进展 (验证与证伪):</strong> 研报提及2026年实现完整方案，但<strong class="text-white">路演数据明确其线控转向研发进展缓慢</strong>，量产或至2027年以后。</li>
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<li><strong>市场地位:</strong> 在转向领域进度落后于竞争对手，一体化战略面临挑战。</li>
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<li><strong>潜在风险:</strong> <strong class="text-white">执行风险高</strong>，转向非其传统优势，产品竞争力待验证。</li>
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</ul>
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</div>
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</div>
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</div>
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</div>
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<!-- Data Summary Accordion -->
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<div class="lg:col-span-3 p-6 md:p-8 glass-card">
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<div class="section-header">
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<h2 class="title-font glow-text-main">原始数据摘要</h2>
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</div>
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<div x-data="{ selected: 'news' }" class="join join-vertical w-full">
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<div class="collapse collapse-arrow join-item border border-base-300" :class="{'collapse-open': selected === 'news', 'collapse-close': selected !== 'news'}">
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<input type="radio" name="data-accordion" @click="selected = 'news'" :checked="selected === 'news'" />
|
||
<div class="collapse-title text-xl font-medium text-cyan-300">新闻数据总结</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc pl-5 space-y-2 text-slate-300 text-sm leading-relaxed">
|
||
<li><strong>市场趋势:</strong> L2向L3+升级的必需品，2026年新车型开始奔向L3。特斯拉Robotaxi无需方向盘，是核心催化剂。</li>
|
||
<li><strong>技术优势:</strong> 提升安全性（避免机械误差、增加溃缩距离）和舒适性（过滤颠簸、增大座舱空间）。48V上车是技术前提。</li>
|
||
<li><strong>车企动态:</strong> <strong class="text-white">特斯拉</strong>Robotaxi线控转向唯一供应链是耐世特，预计2026年中量产。<strong class="text-white">蔚来</strong>ET9获国内首款量产许可。<strong class="text-white">小米、理想、极氪</strong>新平台均确认使用。</li>
|
||
<li><strong>供应商动态:</strong> <strong class="text-white">耐世特</strong>手握5个定点，目标2027年出货超百万套。<strong class="text-white">浙江世宝</strong>首个项目预计2026年下半年量产。<strong class="text-white">伯特利</strong>转向业务较慢，预计2026年后。<strong class="text-white">凌云股份</strong>纯概念，无客户无订单。</li>
|
||
<li><strong>盈利能力:</strong> 预计净利率由传统EPS的10%左右提升到12-15%。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-arrow join-item border border-base-300" :class="{'collapse-open': selected === 'roadshow', 'collapse-close': selected !== 'roadshow'}">
|
||
<input type="radio" name="data-accordion" @click="selected = 'roadshow'" :checked="selected === 'roadshow'" />
|
||
<div class="collapse-title text-xl font-medium text-fuchsia-300">路演数据精炼</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc pl-5 space-y-2 text-slate-300 text-sm leading-relaxed">
|
||
<li><strong>谬误修正:</strong> 路演数据对早期乐观预测进行修正。市场规模复合增速约为<strong class="text-white">40-50%</strong> (非70%)；2025年单价约<strong class="text-white">6000-8000元</strong> (非4000元)；伯特利量产或延后至<strong class="text-white">2027年</strong>。</li>
|
||
<li><strong>技术原理:</strong> 去除中间轴，通过电信号连接上下转。核心是<strong class="text-white">双冗余设计</strong>（硬件MCU/芯片，软件监控算法）和电机力反馈模拟路感。</li>
|
||
<li><strong>竞争格局:</strong> 头部为耐世特、博世、舍弗勒。耐世特已获理想、极氪、小米定点。</li>
|
||
<li><strong>量产节奏:</strong> 2023年为“量产元年”，但渗透率<1%。<strong class="text-white">2024年起头部企业项目正式放量</strong>，但真正大规模上量在2026年后。</li>
|
||
<li><strong>软件壁垒:</strong> 软件代码量由EPS约430万行跃升至SBW约<strong class="text-white">1,350万行</strong>，开发能力是关键门槛。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-arrow join-item border border-base-300" :class="{'collapse-open': selected === 'report', 'collapse-close': selected !== 'report'}">
|
||
<input type="radio" name="data-accordion" @click="selected = 'report'" :checked="selected === 'report'" />
|
||
<div class="collapse-title text-xl font-medium text-amber-300">研报观点汇总</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc pl-5 space-y-2 text-slate-300 text-sm leading-relaxed">
|
||
<li><strong>技术定位:</strong> L3及以上等级智能驾驶的关键技术，实现方向盘与转向轮解耦。</li>
|
||
<li><strong>政策支持:</strong> 2022年《汽车转向系基本要求》删除限制，为上路扫清障碍。工信部《制造业可靠性提升实施意见》重点聚焦线控转向。</li>
|
||
<li><strong>渗透率目标 (官方):</strong> 中国汽车工程学会《线控转向技术路线图》预测，<strong class="text-white">2025年渗透率达5%，2030年达30%</strong>。</li>
|
||
<li><strong>市场规模:</strong> 预计2025年市场规模近<strong class="text-white">90亿元</strong>，2021-2025年复合增速超200% (基于极低基数)。</li>
|
||
<li><strong>核心应用场景:</strong> <strong class="text-white">Robotaxi是关键驱动力</strong>。特斯拉Cybercab取消方向盘和踏板，将带动线控转向上车效应。L4级自动驾驶和无人网约车的商业化是主要应用场景。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Stock Tables -->
|
||
<div class="lg:col-span-3 p-6 md:p-8 glass-card">
|
||
<div class="section-header">
|
||
<h2 class="title-font glow-text-main">相关上市公司梳理</h2>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-bold mb-4 text-cyan-300">核心标的</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full daisy-table">
|
||
<thead>
|
||
<tr>
|
||
<th class="w-1/5">股票名称</th>
|
||
<th class="w-3/5">关联原因</th>
|
||
<th class="w-1/5">信息来源</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=688326" target="_blank" class="link link-hover">经纬恒润 (688326)</a></td><td>掌握高可靠性无人驾驶线控底盘等自动驾驶运营系统全部核心技术，为蔚来等头部主机厂线控底盘核心供应商。</td><td>公司调研/新闻</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=002703" target="_blank" class="link link-hover">浙江世宝 (002703)</a></td><td>国内线控转向龙头，已获得多家主流车企的定点，部分项目最早预计2026年量产。</td><td>公司调研/新闻</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=603150" target="_blank" class="link link-hover">万朗磁塑 (603150)</a></td><td>子公司国太阳线控转向系统（SBW）预研产品已取得部分主机厂定点。</td><td>公司调研</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=605005" target="_blank" class="link link-hover">合兴股份 (605005)</a></td><td>开发应用于线控制动和线控转向领域的产品，可应用于L3级别的自动驾驶。</td><td>互动易</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=300422" target="_blank" class="link link-hover">博世科 (300422)</a></td><td>智慧环卫团队具备线控底盘开发的相关技术，已研发出5G多功能智能扫路机。</td><td>互动易</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="divider before:bg-slate-700 after:bg-slate-700 my-8">涨幅异动分析</div>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full daisy-table">
|
||
<thead>
|
||
<tr>
|
||
<th class="w-1/6">股票名称</th>
|
||
<th class="w-1/6">涨跌幅</th>
|
||
<th class="w-1/6">日期</th>
|
||
<th class="w-1/2">异动核心逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=603009" target="_blank" class="link link-hover">北特科技 (603009)</a></td><td class="text-red-400 font-bold">10.00%</td><td>2025-09-16</td><td>工信部拟强制SBW准入并要求核心件70%本土化率，公司作为国内唯一已量产滚珠丝杠并获TÜV认证的标的，被视为最确定受益方。</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=605133" target="_blank" class="link link-hover">嵘泰股份 (605133)</a></td><td class="text-red-400 font-bold">10.01%</td><td>2025-07-16</td><td>获48亿元新能源重卡线控转向+电驱系统大单，订单弹性显著，叠加人形机器人概念共振。</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=601279" target="_blank" class="link link-hover">英利汽车 (601279)</a></td><td class="text-red-400 font-bold">10.02%</td><td>2025-07-17</td><td>特斯拉FSD在华落地预期及工信部L3准入试点催化，作为特斯拉副车架供应商（线控系统关键承载部件）受益。</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=600699" target="_blank" class="link link-hover">均胜电子 (600699)</a></td><td class="text-red-400 font-bold">10.01%</td><td>2025-09-17</td><td>获150亿元全球智能化定点（含特斯拉下一代FSD域控），无人驾驶业务重估。</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=600650" target="_blank" class="link link-hover">锦江在线 (600650)</a></td><td class="text-red-400 font-bold">10.00%</td><td>2025-06-24</td><td>特斯拉启动Robotaxi试点服务，公司作为绑定小马智行的roboTaxi运营商受市场关注。</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=688280" target="_blank" class="link link-hover">精进电动 (688280)</a></td><td class="text-red-400 font-bold">20.00%</td><td>2025-08-27</td><td>电驱动系统可配套L3/L4级线控底盘，已获多家无人车项目技术验证，打开第二成长曲线。</td></tr>
|
||
</tbody>
|
||
</table>
|
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</div>
|
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|
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