615 lines
38 KiB
HTML
615 lines
38 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>深度行研报告：汽车无线充电</title>
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
|
||
<style>
|
||
@import url('https://fonts.googleapis.com/css2?family=Lexend:wght@300;400;500;600&display=swap');
|
||
|
||
body {
|
||
font-family: 'Lexend', sans-serif;
|
||
background-color: #02040a;
|
||
background-image:
|
||
radial-gradient(at 27% 37%, hsla(215, 98%, 61%, 0.1) 0px, transparent 50%),
|
||
radial-gradient(at 97% 21%, hsla(125, 98%, 72%, 0.1) 0px, transparent 50%),
|
||
radial-gradient(at 52% 99%, hsla(355, 98%, 76%, 0.15) 0px, transparent 50%),
|
||
radial-gradient(at 10% 29%, hsla(256, 96%, 68%, 0.1) 0px, transparent 50%),
|
||
radial-gradient(at 97% 96%, hsla(38, 60%, 74%, 0.1) 0px, transparent 50%),
|
||
radial-gradient(at 33% 50%, hsla(222, 67%, 73%, 0.1) 0px, transparent 50%),
|
||
radial-gradient(at 79% 53%, hsla(343, 68%, 79%, 0.1) 0px, transparent 50%);
|
||
background-attachment: fixed;
|
||
color: #e0e0e0;
|
||
}
|
||
|
||
.glass-card {
|
||
background: rgba(18, 24, 39, 0.4);
|
||
backdrop-filter: blur(20px);
|
||
-webkit-backdrop-filter: blur(20px);
|
||
border: 1px solid rgba(255, 255, 255, 0.1);
|
||
transition: all 0.3s ease;
|
||
}
|
||
.glass-card:hover {
|
||
border-color: rgba(100, 181, 246, 0.5);
|
||
box-shadow: 0 0 25px rgba(100, 181, 246, 0.2);
|
||
}
|
||
|
||
.bento-grid {
|
||
display: grid;
|
||
gap: 1.5rem;
|
||
grid-template-columns: repeat(12, 1fr);
|
||
}
|
||
|
||
.bento-item {
|
||
border-radius: 1.5rem; /* 24px */
|
||
padding: 1.5rem; /* 24px */
|
||
display: flex;
|
||
flex-direction: column;
|
||
}
|
||
|
||
.bento-item-1 { grid-column: span 12; }
|
||
.bento-item-2 { grid-column: span 12; }
|
||
.bento-item-3 { grid-column: span 12; md:grid-column: span 8; }
|
||
.bento-item-4 { grid-column: span 12; md:grid-column: span 4; }
|
||
.bento-item-5 { grid-column: span 12; md:grid-column: span 6; }
|
||
.bento-item-6 { grid-column: span 12; md:grid-column: span 6; }
|
||
.bento-item-7 { grid-column: span 12; }
|
||
|
||
@media (min-width: 768px) {
|
||
.bento-item-3 { grid-column: span 8; }
|
||
.bento-item-4 { grid-column: span 4; }
|
||
.bento-item-5 { grid-column: span 6; }
|
||
.bento-item-6 { grid-column: span 6; }
|
||
}
|
||
|
||
.section-title {
|
||
font-size: 2.25rem;
|
||
font-weight: 600;
|
||
background: linear-gradient(90deg, #93c5fd, #a5b4fc, #f9a8d4);
|
||
-webkit-background-clip: text;
|
||
-webkit-text-fill-color: transparent;
|
||
text-shadow: 0 0 15px rgba(147, 197, 253, 0.3);
|
||
margin-bottom: 2rem;
|
||
text-align: center;
|
||
}
|
||
|
||
.glow-divider {
|
||
height: 2px;
|
||
background: linear-gradient(90deg, transparent, #93c5fd, transparent);
|
||
opacity: 0.5;
|
||
margin: 3rem auto;
|
||
width: 80%;
|
||
}
|
||
|
||
.collapse-title {
|
||
font-size: 1.25rem !important;
|
||
font-weight: 500 !important;
|
||
}
|
||
.collapse.glass-card .collapse-content {
|
||
padding-left: 1.5rem;
|
||
padding-right: 1.5rem;
|
||
padding-bottom: 1.5rem;
|
||
}
|
||
|
||
.table thead th {
|
||
background-color: rgba(30, 41, 59, 0.5);
|
||
color: #93c5fd;
|
||
}
|
||
.table tbody tr {
|
||
border-bottom-color: rgba(255, 255, 255, 0.1);
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="min-h-screen p-4 sm:p-8">
|
||
|
||
<div class="max-w-7xl mx-auto">
|
||
|
||
<!-- Header Section -->
|
||
<header class="text-center mb-12">
|
||
<p class="text-sm text-blue-300 mb-2">北京价值前沿科技有限公司 AI投研agent：“价小前投研”</p>
|
||
<h1 class="text-4xl md:text-6xl font-bold bg-clip-text text-transparent bg-gradient-to-r from-gray-200 via-gray-400 to-gray-600 mb-4">
|
||
深度行研报告：汽车无线充电
|
||
</h1>
|
||
<p class="text-gray-400 max-w-3xl mx-auto">
|
||
本报告为AI合成数据，旨在提供研究思路，不构成任何投资建议，投资需谨慎。
|
||
</p>
|
||
</header>
|
||
|
||
<!-- Core Insight Section -->
|
||
<main class="space-y-12">
|
||
<h2 class="section-title">概念穿透性分析 (Concept Insight)</h2>
|
||
|
||
<!-- Bento Grid Layout -->
|
||
<div class="bento-grid">
|
||
|
||
<!-- Core Viewpoint -->
|
||
<div class="bento-item bento-item-1 glass-card">
|
||
<h3 class="text-xl font-semibold text-blue-300 mb-4">核心观点摘要</h3>
|
||
<p class="text-gray-300">
|
||
汽车无线充电正处于<strong class="text-teal-300">商业化应用的前夜</strong>，技术储备与行业标准已初步成熟，但市场渗透率近乎为零。其核心驱动力并非简单的便利性，而是与L4/L5级自动驾驶（尤其是<strong class="text-amber-300">Robotaxi</strong>）商业模式的深度绑定，是实现无人化运营闭环的关键一环。特斯拉的强力入局是引爆行业的关键催化剂，但<strong class="text-rose-400">高昂的成本</strong>与<strong class="text-rose-400">应用场景的局限性</strong>是其走向规模化普及前必须跨越的核心障碍。
|
||
</p>
|
||
</div>
|
||
|
||
<!-- Timeline -->
|
||
<div class="bento-item bento-item-2 glass-card">
|
||
<h3 class="text-xl font-semibold text-blue-300 mb-4">概念事件与发展时间轴</h3>
|
||
<div class="overflow-x-auto">
|
||
<ul class="timeline timeline-snap-icon max-md:timeline-compact timeline-vertical">
|
||
<li>
|
||
<div class="timeline-middle">
|
||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-blue-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.001-5.5z" clip-rule="evenodd" /></svg>
|
||
</div>
|
||
<div class="timeline-start md:text-end mb-10">
|
||
<time class="font-mono italic">2020-2021</time>
|
||
<div class="text-lg font-black">标准奠基期</div>
|
||
中国发布GB/T 38775系列国标，为产业化铺路。
|
||
</div>
|
||
<hr class="bg-blue-400"/>
|
||
</li>
|
||
<li>
|
||
<hr class="bg-blue-400"/>
|
||
<div class="timeline-middle">
|
||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-blue-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.001-5.5z" clip-rule="evenodd" /></svg>
|
||
</div>
|
||
<div class="timeline-end mb-10">
|
||
<time class="font-mono italic">2022.06</time>
|
||
<div class="text-lg font-black">早期量产探索</div>
|
||
一汽红旗E-HS9提供无线充电选配，但售价高达3.6万元/套。
|
||
</div>
|
||
<hr class="bg-blue-400"/>
|
||
</li>
|
||
<li>
|
||
<hr class="bg-blue-400"/>
|
||
<div class="timeline-middle">
|
||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-blue-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.001-5.5z" clip-rule="evenodd" /></svg>
|
||
</div>
|
||
<div class="timeline-start md:text-end mb-10">
|
||
<time class="font-mono italic">2023</time>
|
||
<div class="text-lg font-black">新势力试水</div>
|
||
智己L7搭载无线充电，但实际交付量极少(<10台)。
|
||
</div>
|
||
<hr class="bg-blue-400"/>
|
||
</li>
|
||
<li>
|
||
<hr class="bg-blue-400"/>
|
||
<div class="timeline-middle">
|
||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-amber-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.001-5.5z" clip-rule="evenodd" /></svg>
|
||
</div>
|
||
<div class="timeline-end mb-10">
|
||
<time class="font-mono italic">2024.03 - 2024.10</time>
|
||
<div class="text-lg font-black text-amber-300">特斯拉引爆点</div>
|
||
从展示方案、公布专利到确认Robotaxi/Cybertruck将搭载，彻底激活市场预期。
|
||
</div>
|
||
<hr class="bg-amber-400"/>
|
||
</li>
|
||
<li>
|
||
<hr class="bg-amber-400"/>
|
||
<div class="timeline-middle">
|
||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-teal-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.001-5.5z" clip-rule="evenodd" /></svg>
|
||
</div>
|
||
<div class="timeline-start md:text-end">
|
||
<time class="font-mono italic">2025-2026</time>
|
||
<div class="text-lg font-black text-teal-300">预期爆发节点</div>
|
||
市场普遍预期的行业“爆发式增长”节点，关键在于特斯拉相关车型量产交付。
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Core Logic & Market Perception -->
|
||
<div class="bento-item bento-item-3 glass-card">
|
||
<h3 class="text-xl font-semibold text-blue-300 mb-4">核心逻辑与市场认知</h3>
|
||
<div class="space-y-4 text-gray-300">
|
||
<div>
|
||
<p class="font-semibold text-fuchsia-300">核心驱动力：自动驾驶的“最后一块拼图”</p>
|
||
<p>根本逻辑是其作为“无人生态的最后一环”的战略价值。传统充电需人工操作，与全自动驾驶理念相悖。对于Robotaxi、无人接驳车等场景，车辆自主补能是<strong class="text-amber-300">刚性需求</strong>，无线充电是目前最优解。</p>
|
||
</div>
|
||
<div>
|
||
<p class="font-semibold text-fuchsia-300">市场热度与情绪：预期先行，现实骨感</p>
|
||
<p>市场呈现典型的“<strong class="text-sky-300">热预期、冷现实</strong>”状态。特斯拉叙事驱动了强烈的乐观情绪，但所有研报均未将无线充电纳入主流统计，表明其产业地位几乎可忽略。这种信息断裂是当前概念最大特征。</p>
|
||
</div>
|
||
<div>
|
||
<p class="font-semibold text-fuchsia-300">预期差分析：宏大叙事与商业现实的鸿沟</p>
|
||
<p>市场认为即将爆发，但现实是已量产车型交付极少，高价劝退消费者。市场可能<strong class="text-rose-400">低估了降本难度</strong>（核心芯片/磁材依赖进口）、<strong class="text-rose-400">高估了C端市场优先级</strong>（B端先行），且忽略了<strong class="text-rose-400">大功率技术空白</strong>的挑战。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- ECharts: Cost Reduction -->
|
||
<div class="bento-item bento-item-4 glass-card">
|
||
<h3 class="text-xl font-semibold text-blue-300 mb-4">成本下降路径预测</h3>
|
||
<div id="cost-chart" class="w-full h-64"></div>
|
||
</div>
|
||
|
||
<!-- Catalysts & Development Path -->
|
||
<div class="bento-item bento-item-5 glass-card">
|
||
<h3 class="text-xl font-semibold text-blue-300 mb-4">关键催化剂与发展路径</h3>
|
||
<div class="space-y-4 text-gray-300">
|
||
<div>
|
||
<p class="font-semibold text-teal-300">近期催化剂 (3-6个月)</p>
|
||
<ul class="list-disc list-inside space-y-1">
|
||
<li>特斯拉无线充电产品正式发布 (规格、售价)。</li>
|
||
<li>首批搭载无线充电的Cybertruck交付与市场反馈。</li>
|
||
<li>国内车企(如北汽极狐)2025年车型落地。</li>
|
||
<li>核心零部件(芯片/磁材)国产化突破。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<p class="font-semibold text-teal-300">长期发展路径</p>
|
||
<ul class="list-none space-y-2">
|
||
<li><strong>阶段一 (2024-2026): B端引领，高端渗透。</strong> Robotaxi为核心用户，高端车型选装。</li>
|
||
<li><strong>阶段二 (2026-2030): 成本驱动，C端拓展。</strong> 成本降至1-1.5万元区间，逐步替代家用交流桩。</li>
|
||
<li><strong>阶段三 (2030+): 趋于成熟，场景融合。</strong> 成本降至1万元内，与智慧城市基础设施融合。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Risks & Challenges -->
|
||
<div class="bento-item bento-item-6 glass-card">
|
||
<h3 class="text-xl font-semibold text-rose-400 mb-4">潜在风险与挑战</h3>
|
||
<div class="space-y-4 text-gray-300">
|
||
<div>
|
||
<p class="font-semibold text-rose-300">技术风险</p>
|
||
<p>大功率(22kW+)充电存在瓶颈，散热、电磁辐射是难点。效率受对准精度影响，需与高精度自动泊车深度耦合。</p>
|
||
</div>
|
||
<div>
|
||
<p class="font-semibold text-rose-300">商业化风险</p>
|
||
<p>当前3-5万元的<strong class="text-rose-400">成本是最大拦路虎</strong>。市场接受度未知，B端需精确测算ROI。</p>
|
||
</div>
|
||
<div>
|
||
<p class="font-semibold text-rose-300">信息交叉验证风险</p>
|
||
<p>研报的“零提及”与路演的“爆发前夜”形成鲜明温差。部分公司业务定义模糊，需警惕<strong class="text-rose-400">混淆“车内充电”与“汽车充电”</strong>概念。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Industry Chain -->
|
||
<div class="bento-item bento-item-7 glass-card">
|
||
<h3 class="text-xl font-semibold text-blue-300 mb-4">产业链图谱与投资启示</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<div class="space-y-2">
|
||
<h4 class="font-semibold text-sky-300">上游：核心元器件与材料</h4>
|
||
<ul class="text-sm list-disc list-inside">
|
||
<li><strong>芯片:</strong> TI, 英飞凌 (海外主导)</li>
|
||
<li><strong>磁性材料:</strong> 横店东磁, 安泰科技</li>
|
||
<li><strong>线圈/电容:</strong> 京泉华, TDK</li>
|
||
<li><strong>PCB板:</strong> 金禄电子</li>
|
||
</ul>
|
||
</div>
|
||
<div class="space-y-2">
|
||
<h4 class="font-semibold text-emerald-300">中游：系统集成与模块供应</h4>
|
||
<ul class="text-sm list-disc list-inside">
|
||
<li><strong>领导者梯队:</strong> 威迈斯, 万安科技</li>
|
||
<li><strong>追赶者梯队:</strong> 安洁科技, 均胜电子, 敏实集团</li>
|
||
<li><strong>价值核心:</strong> 此环节价值量高，技术壁垒强，是当前阶段最具投资价值的环节。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="space-y-2">
|
||
<h4 class="font-semibold text-amber-300">下游：整车厂与运营商</h4>
|
||
<ul class="text-sm list-disc list-inside">
|
||
<li><strong>车企:</strong> 特斯拉, 一汽红旗, 智己, 蔚来</li>
|
||
<li><strong>运营商:</strong> 中兴, 华为 (潜在布局者)</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="divider before:bg-slate-700 after:bg-slate-700"></div>
|
||
<div>
|
||
<h4 class="font-semibold text-fuchsia-300 mb-2">综合结论与投资启示</h4>
|
||
<p class="text-gray-300">
|
||
汽车无线充电明确处于<strong class="text-amber-300">主题炒作与基本面导入的过渡阶段</strong>。长期逻辑坚实，但短期基本面几乎为零。投资核心是<strong class="text-teal-300">跟踪从0到1的产业化进程</strong>。需重点跟踪特斯拉定价、核心供应商订单公告、成本下降进度及B端市场渗透率等关键指标。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- ECharts: Cost Breakdown -->
|
||
<div class="bento-item bento-item-7 glass-card">
|
||
<h3 class="text-xl font-semibold text-blue-300 mb-4">车端设备价值量构成分析 (示例)</h3>
|
||
<div id="breakdown-chart" class="w-full h-80"></div>
|
||
</div>
|
||
|
||
</div>
|
||
|
||
<div class="glow-divider"></div>
|
||
|
||
<!-- Supporting Data Section -->
|
||
<div class="space-y-4">
|
||
<h2 class="section-title">原始数据洞察 (Supporting Data)</h2>
|
||
|
||
<!-- News Data -->
|
||
<div class="collapse collapse-plus glass-card">
|
||
<input type="radio" name="my-accordion-3" />
|
||
<div class="collapse-title text-xl font-medium text-sky-300">新闻数据洞察</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-3 p-4">
|
||
<li><strong>行业前景:</strong> 处于爆发期，与自动驾驶高度匹配，是实现全场景智能驾驶闭环的最后环节。核心优势在于智能化、自动化，解决传统充电便利性与安全性痛点。</li>
|
||
<li><strong>成本价值:</strong> 当前单车+路端价值量约3-5万元，未来规模化后有望降至8000元到2万元。成本主要由前期研发投入构成。</li>
|
||
<li><strong>技术细节:</strong> 主流技术为电磁感应式。目前11kW级别效率达92%以上，22kW级别尚处研发空白，但特斯拉、华为等已投入。</li>
|
||
<li><strong>车企布局:</strong> <strong class="text-amber-300">特斯拉</strong>将在Robotaxi/Cybercab中引入，预计2026年量产，将是行业引爆点。保时捷、智己、红旗、宝马、奔驰等均已布局或推出车型。</li>
|
||
<li><strong>供应链:</strong> 海外WiTricity和ORNL为技术龙头。国内均胜电子、敏实集团、安洁科技、万安科技、威迈斯等均有布局。核心芯片、电容器等部分依赖进口（如TDK）。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Roadshow Data -->
|
||
<div class="collapse collapse-plus glass-card">
|
||
<input type="radio" name="my-accordion-3" />
|
||
<div class="collapse-title text-xl font-medium text-teal-300">路演纪要精粹</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-3 p-4">
|
||
<li><strong>市场启动期:</strong> 产业正从技术验证向量产过渡，渗透率极低。已量产车型如红旗EHS9（售价3.6万）、智己L7（交付<10台）市场反响有限。</li>
|
||
<li><strong>特斯拉为关键催化剂:</strong> 市场普遍认为特斯拉的入局是引爆行业的关键事件，预计<strong class="text-amber-300">2025-2026年</strong>是重要时间节点。</li>
|
||
<li><strong>自动驾驶为核心驱动力:</strong> 被视为实现L4/L5级自动驾驶和Robotaxi商业闭环的“最后一环”，是其核心应用场景。</li>
|
||
<li><strong>成本是主要瓶颈:</strong> 当前整套系统成本高达2.5-3.6万元，远高于有线充电。长期目标是降至1万元以内。</li>
|
||
<li><strong>供应链形成中:</strong> 国内已涌现出华阳集团、威迈斯、有感科技等厂商，但<strong class="text-rose-400">核心部件（高端芯片、磁性材料）仍存短板</strong>，依赖进口。</li>
|
||
<li><strong>华阳集团业务注意点:</strong> 多次路演提及无线充电业务，但需注意其主要产品为车内手机无线充电，与汽车动力电池无线充电是两个不同概念。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Research Report Data -->
|
||
<div class="collapse collapse-plus glass-card">
|
||
<input type="radio" name="my-accordion-3" checked="checked" />
|
||
<div class="collapse-title text-xl font-medium text-fuchsia-300">研报数据透视</div>
|
||
<div class="collapse-content">
|
||
<div class="alert bg-fuchsia-900/50 border-fuchsia-500 text-fuchsia-200">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" /></svg>
|
||
<span><strong>核心发现：</strong> 在所有提供的充换电基础设施研报中，<strong class="text-amber-300">几乎完全没有提及汽车无线充电</strong>。</span>
|
||
</div>
|
||
<ul class="list-disc list-inside space-y-3 p-4 mt-4">
|
||
<li><strong>直接信息极为稀少:</strong> 仅一份报告在“行业发展趋势”中将“无线充电技术”与V2G、换电技术并列，但未展开分析。</li>
|
||
<li><strong>主流统计未覆盖:</strong> 所有关于充电桩数量、运营商、充电电量的月度运行报告，其统计口径<strong class="text-rose-400">完全不包含</strong>无线充电。</li>
|
||
<li><strong>重要结论:</strong> 这表明从行业协会和数据统计机构的视角看，无线充电目前的产业地位和市场规模几乎可以忽略不计。这与路演中“爆发前夜”的乐观预期形成鲜明对比，是评估该概念当前阶段的重要依据。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glow-divider"></div>
|
||
|
||
<!-- Stock Data Section -->
|
||
<div>
|
||
<h2 class="section-title">相关概念股梳理 (Stock List)</h2>
|
||
<div class="overflow-x-auto glass-card rounded-2xl p-4">
|
||
<table class="table table-zebra">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>其他标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>万安科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002590" target="_blank" class="link link-hover text-blue-300">002590</a></td>
|
||
<td>公司无线充电系统产品主要应用于新能源汽车，合作客户主要有一汽红旗、北汽新能源、福特汽车等。</td>
|
||
<td></td>
|
||
</tr>
|
||
<tr>
|
||
<td>安洁科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002635" target="_blank" class="link link-hover text-blue-300">002635</a></td>
|
||
<td>公司的大功率无线充电系统主要是配合新能源汽车品牌客户预研项目和自主开发项目。</td>
|
||
<td></td>
|
||
</tr>
|
||
<tr>
|
||
<td>宗申动力</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=001696" target="_blank" class="link link-hover text-blue-300">001696</a></td>
|
||
<td>子公司Elix公司的无线充电技术主要用于新能源车。</td>
|
||
<td></td>
|
||
</tr>
|
||
<tr>
|
||
<td>威迈斯</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688612" target="_blank" class="link link-hover text-blue-300">688612</a></td>
|
||
<td>电动汽车无线充电产品已获得智己汽车项目定点并量产发货。40KW液冷充电桩模块产品已量产出货。</td>
|
||
<td></td>
|
||
</tr>
|
||
<tr>
|
||
<td>金禄电子</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=301282" target="_blank" class="link link-hover text-blue-300">301282</a></td>
|
||
<td>公司PCB有应用于汽车无线充电模块相关领域。</td>
|
||
<td></td>
|
||
</tr>
|
||
<tr>
|
||
<td>京泉华</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002885" target="_blank" class="link link-hover text-blue-300">002885</a></td>
|
||
<td>公司拥有无线充电线圈相关技术储备，目前还在市场培育阶段。</td>
|
||
<td></td>
|
||
</tr>
|
||
<tr>
|
||
<td>一彬科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=001278" target="_blank" class="link link-hover text-blue-300">001278</a></td>
|
||
<td>公司研发中的无线充电项目属于汽车零部件相关产品。</td>
|
||
<td></td>
|
||
</tr>
|
||
<tr>
|
||
<td>中电兴发</td>
|
||
<td>N/A</td>
|
||
<td>公司具有无线充电桩技术。</td>
|
||
<td></td>
|
||
</tr>
|
||
<tr>
|
||
<td>硕贝德</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300322" target="_blank" class="link link-hover text-blue-300">300322</a></td>
|
||
<td>车载无线充电业务</td>
|
||
<td>车载无线充电</td>
|
||
</tr>
|
||
<tr>
|
||
<td>信维通信</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300136" target="_blank" class="link link-hover text-blue-300">300136</a></td>
|
||
<td>车载无线充电业务</td>
|
||
<td>车载无线充电</td>
|
||
</tr>
|
||
<tr>
|
||
<td>横店东磁</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002056" target="_blank" class="link link-hover text-blue-300">002056</a></td>
|
||
<td>磁性材料，可用于无线充电模块</td>
|
||
<td>车载无线充电</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="glow-divider"></div>
|
||
<h2 class="section-title">相关概念涨幅异动分析</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
|
||
<div class="card glass-card">
|
||
<div class="card-body">
|
||
<h2 class="card-title">领益智造 (002600) <span class="badge badge-secondary">+9.99%</span></h2>
|
||
<p class="text-sm text-gray-400">2025-09-29</p>
|
||
<p><strong>核心驱动:</strong> 特斯拉人形机器人+无线充电+轻量化关节模组。涨停是“特斯拉 Optimus 无线充电底座独供 + 工信部人形机器人路线图将无线充电列为核心零部件 + 26 亿元长单”三大基本面集中兑现。</p>
|
||
<div class="card-actions justify-end">
|
||
<div class="badge badge-outline">特斯拉概念</div>
|
||
<div class="badge badge-outline">人形机器人</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="card glass-card">
|
||
<div class="card-body">
|
||
<h2 class="card-title">威迈斯 (688612) <span class="badge badge-accent">+8.03%</span></h2>
|
||
<p class="text-sm text-gray-400">2025-07-16</p>
|
||
<p><strong>核心驱动:</strong> 液冷充电模块量产突破。公司40KW液冷充电桩模块产品已实现量产出货，技术突破和商业化进展推动股价，叠加融资余额持续攀升。</p>
|
||
<div class="card-actions justify-end">
|
||
<div class="badge badge-outline">充电桩</div>
|
||
<div class="badge badge-outline">业绩增长</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="card glass-card">
|
||
<div class="card-body">
|
||
<h2 class="card-title">欣锐科技 (300745) <span class="badge badge-error">+20.0%</span></h2>
|
||
<p class="text-sm text-gray-400">2025-06-11</p>
|
||
<p><strong>核心驱动:</strong> 充电桩+800V高压快充+氢燃料电池。受益于充电基础设施建设、800V高压快充放量，公司已完成相关技术储备并大幅扩产，同时是比亚迪核心供应商。</p>
|
||
<div class="card-actions justify-end">
|
||
<div class="badge badge-outline">800V高压快充</div>
|
||
<div class="badge badge-outline">比亚迪概念</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
</div>
|
||
</main>
|
||
|
||
<footer class="text-center mt-16 py-8 border-t border-gray-800">
|
||
<p class="text-gray-500 text-sm">© 2024 北京价值前沿科技有限公司. All Rights Reserved.</p>
|
||
<p class="text-gray-600 text-xs mt-2">本报告由AI投研Agent“价小前投研”生成，数据截至报告生成时，仅供参考，不构成投资建议。</p>
|
||
</footer>
|
||
</div>
|
||
<script>
|
||
// ECharts: Cost Reduction Chart
|
||
var costChart = echarts.init(document.getElementById('cost-chart'));
|
||
var costOption = {
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
backgroundColor: 'rgba(30, 41, 59, 0.8)',
|
||
borderColor: '#4a5568',
|
||
textStyle: { color: '#e2e8f0' }
|
||
},
|
||
xAxis: {
|
||
type: 'category',
|
||
data: ['当前', '2026 (预期)', '2030 (目标)'],
|
||
axisLine: { lineStyle: { color: '#4a5568' } },
|
||
axisLabel: { color: '#a0aec0' }
|
||
},
|
||
yAxis: {
|
||
type: 'value',
|
||
name: '成本 (元)',
|
||
min: 0,
|
||
max: 50000,
|
||
axisLine: { show: true, lineStyle: { color: '#4a5568' } },
|
||
axisLabel: { color: '#a0aec0' },
|
||
splitLine: { lineStyle: { color: 'rgba(74, 85, 104, 0.3)' } }
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '3%',
|
||
top: '15%',
|
||
containLabel: true
|
||
},
|
||
series: [{
|
||
name: '单车+路端成本',
|
||
type: 'line',
|
||
smooth: true,
|
||
data: [40000, 15000, 7000],
|
||
itemStyle: { color: '#60a5fa' },
|
||
lineStyle: {
|
||
width: 3,
|
||
shadowColor: 'rgba(96, 165, 250, 0.5)',
|
||
shadowBlur: 10
|
||
},
|
||
areaStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{
|
||
offset: 0,
|
||
color: 'rgba(96, 165, 250, 0.5)'
|
||
}, {
|
||
offset: 1,
|
||
color: 'rgba(96, 165, 250, 0)'
|
||
}])
|
||
}
|
||
}]
|
||
};
|
||
costChart.setOption(costOption);
|
||
|
||
// ECharts: Breakdown Chart
|
||
var breakdownChart = echarts.init(document.getElementById('breakdown-chart'));
|
||
var breakdownOption = {
|
||
tooltip: {
|
||
trigger: 'item',
|
||
formatter: '{a} <br/>{b}: {c}%',
|
||
backgroundColor: 'rgba(30, 41, 59, 0.8)',
|
||
borderColor: '#4a5568',
|
||
textStyle: { color: '#e2e8f0' }
|
||
},
|
||
legend: {
|
||
orient: 'vertical',
|
||
left: 10,
|
||
data: ['无线线圈', 'PCBA主板', '精密结构件/密封', '辅材'],
|
||
textStyle: { color: '#a0aec0' }
|
||
},
|
||
series: [{
|
||
name: '成本构成',
|
||
type: 'pie',
|
||
radius: ['50%', '70%'],
|
||
avoidLabelOverlap: false,
|
||
label: {
|
||
show: false,
|
||
position: 'center'
|
||
},
|
||
emphasis: {
|
||
label: {
|
||
show: true,
|
||
fontSize: '20',
|
||
fontWeight: 'bold',
|
||
color: '#e2e8f0'
|
||
}
|
||
},
|
||
labelLine: {
|
||
show: false
|
||
},
|
||
data: [
|
||
{ value: 30, name: '无线线圈' },
|
||
{ value: 25, name: 'PCBA主板' },
|
||
{ value: 15, name: '精密结构件/密封' },
|
||
{ value: 30, name: '辅材' } // 10-15% + 20% = avg 30%
|
||
],
|
||
color: ['#38bdf8', '#818cf8', '#f471b5', '#4ade80']
|
||
}]
|
||
};
|
||
breakdownChart.setOption(breakdownOption);
|
||
|
||
window.addEventListener('resize', function () {
|
||
costChart.resize();
|
||
breakdownChart.resize();
|
||
});
|
||
|
||
</script>
|
||
</body>
|
||
</html> |