585 lines
40 KiB
HTML
585 lines
40 KiB
HTML
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<title>人形机器人核心标的估值弹性测算 - 深度研报</title>
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<div class="mx-auto max-w-7xl px-6 lg:px-8 pt-24 pb-16">
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<header class="text-center mb-16">
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<h1 class="text-4xl md:text-6xl font-bold tracking-tight text-white animate-fade-in-down">人形机器人核心标的估值弹性测算</h1>
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<p class="mt-4 text-lg text-indigo-200">Valuation Elasticity Analysis for Core Humanoid Robot Stocks</p>
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<div class="mt-2 text-xs text-slate-500">北京价值前沿科技有限公司 AI投研agent：“价小前投研” 呈现</div>
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<!-- Insight Section -->
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<section id="insight" class="mb-20 space-y-12">
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<article class="p-8 rounded-3xl glass glow-border">
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<h2 class="text-3xl font-bold text-cyan-300 mb-6">核心观点摘要</h2>
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<p class="text-slate-300 text-lg leading-relaxed">
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人形机器人核心标的估值弹性测算，本质上是在产业商业化“前夜”对未来巨大市场空间的一次<strong class="text-fuchsia-400">期权定价</strong>。当前概念处于由“0到1”的技术验证突破，向“1到N”的规模化量产过渡的关键阶段；其核心驱动力是<strong class="text-cyan-400">特斯拉等头部厂商的量产进程和成本下降曲线</strong>，这决定了整个产业链的价值兑现速度。市场对其远期潜力极度乐观，但短期估值高度依赖催化剂，波动性巨大。
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</p>
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</article>
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<article class="p-8 rounded-3xl glass glow-border" x-data="{ open: false }">
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<h2 class="text-3xl font-bold text-cyan-300 mb-6">概念事件脉络</h2>
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<div class="prose prose-invert max-w-none text-slate-300 space-y-4">
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<ul class="list-disc list-outside space-y-3">
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<li>
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<strong>奠基与预期设定 (2023-2024年初):</strong>
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特斯拉发布Optimus原型机，其快速迭代成为行业技术标杆。研报明确指出特斯拉计划2025年生产10000台，并将成本降至2万美元以下，为市场提供了远期估值测算的核心假设。
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</li>
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<li>
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<strong>产业链发酵与估值模型构建 (2024-2025年):</strong>
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市场焦点转向供应链，密集梳理核心环节。路演中提出的<strong class="text-fuchsia-400">“主业+期权”估值法</strong>成为共识。五洲新春的估值测算（主业56亿 + 机器人业务120-340亿）是该模型的典型应用。特斯拉等领军企业的发布会成为板块情绪引爆点。
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</li>
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<li>
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<strong>国产化替代与多元化发展 (2025年至今):</strong>
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“HW链”、“小米生态”等国内产业链崛起。工信部《人形机器人创新发展推进计划》将“高精度丝杠副”列为攻关核心，直接催化了相关公司价值重估。产业通过资本运作（如智元机器人借壳预期）加速整合。
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</li>
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</ul>
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</div>
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</article>
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<article class="p-8 rounded-3xl glass glow-border">
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<h2 class="text-3xl font-bold text-cyan-300 mb-6">核心逻辑与市场认知分析</h2>
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<div class="space-y-6 text-slate-300">
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<div>
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<h3 class="text-xl font-semibold text-indigo-300 mb-2">核心驱动力</h3>
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<ul class="list-disc list-inside space-y-2">
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<li><strong class="text-white">技术突破引领的商业化预期:</strong> 特斯拉Optimus展示的通用人工智能潜力，打开了数万亿美元市场的想象空间。</li>
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<li><strong class="text-white">成本下降曲线的确定性:</strong> 低于2万美元的成本目标是商业化的核心前提，也是市场进行远期产业链价值测算的基石。</li>
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<li><strong class="text-white">产业链复用与国产替代:</strong> 核心零部件与新能源汽车高度重合，构成“主业安全垫+机器人期权”逻辑。政策推动国产替代成为并行主线。</li>
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</ul>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-indigo-300 mb-2">市场热度与情绪</h3>
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<p>市场热度极高，情绪整体乐观但阶段性分化。估值模型普遍给予极高远期市值目标（如五洲新春400亿）。但情绪脆弱，2024年1月板块回撤超50%，反映市场对“量产进度”的担忧，任何不及预期的信号都可能引发剧烈调整。</p>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-indigo-300 mb-2">预期差分析</h3>
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<ul class="list-disc list-inside space-y-2">
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<li><strong class="text-fuchsia-400">“宏大叙事”与“现实订单”的差距:</strong> 市场描绘百万台蓝图，但现实订单（如博众精工2000万元）数量级差异巨大，产业仍处极早期。</li>
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<li><strong class="text-fuchsia-400">“高ASP假设”与“极致降本”的矛盾:</strong> 早期ASP预测（如五洲新春高达21000元）与特斯拉极致降本战略存在矛盾。电机单价在规模化后可能下降75%，市场或高估了利润持久性。</li>
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<li><strong class="text-fuchsia-400">“龙头光环”与“供应链竞争”的博弈:</strong> 市场倾向于给予龙头高估值，但庞大的供应商备选池意味着竞争异常激烈，龙头地位并非牢不可破。</li>
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</ul>
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</div>
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</div>
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</article>
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<!-- Bento Grid for Catalysts and Path -->
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<div class="grid md:grid-cols-2 gap-8">
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<div class="p-8 rounded-3xl glass glow-border">
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<h2 class="text-3xl font-bold text-cyan-300 mb-6">关键催化剂</h2>
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<ul class="space-y-4 text-slate-300">
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<li class="flex items-start">
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<svg class="h-6 w-6 flex-none text-cyan-400 mt-1 mr-3" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="m3.75 13.5 10.5-11.25L12 10.5h8.25L9.75 21.75 12 13.5H3.75Z" /></svg>
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<div>
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<h3 class="font-semibold text-white">近期催化剂 (3-6个月)</h3>
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<p class="text-sm">特斯拉关键节点活动、核心供应商“定点”官宣、国内厂商新品发布与订单落地、重磅产业政策发布。</p>
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</div>
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</li>
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<li class="flex items-start">
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<svg class="h-6 w-6 flex-none text-cyan-400 mt-1 mr-3" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M15.59 14.37a6 6 0 0 1-5.84 7.38v-4.82m5.84-2.56a12.022 12.022 0 0 0-11.68 0m11.68 0a6 6 0 0 0-5.84-7.38v4.82m5.84 2.56a6 6 0 0 1-5.84 7.38m-5.84-7.38a6 6 0 0 0 5.84 7.38m0-14.76a6 6 0 0 0-5.84 7.38m5.84-7.38a12.022 12.022 0 0 1 11.68 0" /></svg>
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<div>
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<h3 class="font-semibold text-white">长期发展路径</h3>
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<p class="text-sm"><strong class="text-fuchsia-400">当前-2026:</strong> 工业场景验证期，实现万台/年量产，成本降至2万美元以下。<br><strong class="text-fuchsia-400">2026-2028:</strong> 商业化扩张期，向B端客户销售，出现首个百万台级订单。<br><strong class="text-fuchsia-400">2028以后:</strong> 生态成熟期，成本降至1万美元以下，渗透C端场景。</p>
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</div>
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</li>
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</ul>
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</div>
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<div class="p-8 rounded-3xl glass glow-border">
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<h2 class="text-3xl font-bold text-cyan-300 mb-6">核心标的市值目标（新闻数据）</h2>
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<div id="valuationChart" style="width: 100%; height: 250px;"></div>
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</div>
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</div>
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<article class="p-8 rounded-3xl glass glow-border">
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<h2 class="text-3xl font-bold text-cyan-300 mb-6">产业链与核心公司深度剖析</h2>
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<div class="space-y-8 text-slate-300">
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<div>
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<h3 class="text-xl font-semibold text-indigo-300 mb-3">产业链图谱</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4 text-center">
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<div class="p-4 rounded-xl bg-slate-800/50"><strong class="text-cyan-400">上游:</strong> 核心原材料 (恒工精密) & 生产设备 (秦川机床)</div>
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<div class="p-4 rounded-xl bg-slate-800/50"><strong class="text-cyan-400">中游:</strong> 核心零部件 (三花智控, 绿的谐波, 柯力传感, 鸣志电器)</div>
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<div class="p-4 rounded-xl bg-slate-800/50"><strong class="text-cyan-400">下游:</strong> 整机厂商 (特斯拉, 华为) & 系统集成 (博众精工)</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 text-indigo-300 mb-3">核心玩家对比</h3>
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<ul class="space-y-4">
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<li><strong class="text-white">确定性龙头 vs. 高弹性黑马:</strong>
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<p class="text-sm pl-4"><strong>龙头(Tier 1):</strong> 三花智控、拓普集团。优势是深度绑定特斯拉，量产能力强；风险是体量大，弹性相对较小。<br><strong>黑马:</strong> 五洲新春、三联锻造。优势是主业体量适中，新业务一旦突破则弹性极强；风险是不确定性高。</p>
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</li>
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<li><strong class="text-white">技术方案领先者:</strong>
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<p class="text-sm pl-4"><strong>鸣志电器:</strong> 空心杯电机技术领先。<br><strong>绿的谐波:</strong> 国产谐波减速器龙头，技术壁垒高。</p>
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</li>
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<li><strong class="text-white">最低估值/困境反转者:</strong>
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<p class="text-sm pl-4"><strong>安徽产业链:</strong> 伯特利、三联锻造等，被认为是“估值洼地”，主业提供安全边际。</p>
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</li>
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</ul>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-indigo-300 mb-3">验证与证伪</h3>
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<ul class="list-disc list-inside space-y-2">
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<li><strong class="text-green-400">验证:</strong> “涨幅分析”数据验证了“催化剂驱动”逻辑。新坐标因政策提及“丝杠国产化”涨停；纳思达因子公司“批量供货宇树”证实而涨停。</li>
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<li><strong class="text-red-400">证伪/风险点:</strong> 三花智控盈利测算存在争议；电机板块高PS估值需订单落地支撑，否则有杀估值风险；市场关注点过于集中于核心零部件，可能忽略设备端等环节的机会。</li>
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</ul>
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</div>
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</div>
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</article>
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<article class="p-8 rounded-3xl glass glow-border">
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<h2 class="text-3xl font-bold text-cyan-300 mb-6">潜在风险与挑战</h2>
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<div class="grid md:grid-cols-2 gap-x-8 gap-y-6 text-slate-300">
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<div>
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<h3 class="text-lg font-semibold text-red-400">技术风险</h3>
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<p class="text-sm">核心技术瓶颈（丝杠、传感器）突破不及预期；AI“大脑”发展受阻，限制应用场景。</p>
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</div>
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<div>
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<h3 class="text-lg font-semibold text-red-400">商业化风险</h3>
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<p class="text-sm">降本不及预期，推迟商业化进程；工业场景ROI验证失败，市场需求无法打开。</p>
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</div>
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<div>
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<h3 class="text-lg font-semibold text-red-400">政策与竞争风险</h3>
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<p class="text-sm">供应商竞争加剧，导致激烈价格战；地缘政治风险导致供应链中断。</p>
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</div>
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<div>
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<h3 class="text-lg font-semibold text-red-400">信息交叉验证风险</h3>
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<p class="text-sm">乐观的ASP假设与降本模型存在冲突；特斯拉量产时间表并非板上钉钉，任何延期都将重创板块估值。</p>
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</div>
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</div>
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</article>
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<article class="p-8 rounded-3xl glass glow-border">
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<h2 class="text-3xl font-bold text-cyan-300 mb-6">综合结论与投资启示</h2>
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<div class="space-y-6 text-slate-300">
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<p>“人形机器人核心标的估值弹性测算”主题目前仍处于<strong class="text-white">产业导入期的主题炒作与价值发现阶段</strong>，估值核心是对未来颠覆性潜力的<strong class="text-fuchsia-400">“信仰充值”</strong>，股价呈现高波动、事件驱动的特征。投资本质是投资于“可能性”，而非“确定性”。</p>
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<div>
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<h3 class="text-xl font-semibold text-indigo-300 mb-2">最具投资价值的细分环节</h3>
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<ol class="list-decimal list-inside space-y-2">
|
||
<li><strong class="text-cyan-400">高技术壁垒核心部件:</strong> 行星滚柱丝杠、谐波减速器、六维力矩传感器。</li>
|
||
<li><strong class="text-cyan-400">平台化集成供应商:</strong> 如三花智控、拓普集团提供的关节模组。</li>
|
||
<li><strong class="text-cyan-400">具备“安全垫”的低估值转型者:</strong> 主业稳健、估值低位、新业务已取得实质性进展的公司。</li>
|
||
</ol>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-indigo-300 mb-2">需重点跟踪的关键指标</h3>
|
||
<ul class="list-disc list-inside space-y-1">
|
||
<li>特斯拉Optimus的实际部署数量与成本。</li>
|
||
<li>核心零部件的ASP变化趋势。</li>
|
||
<li>A股公司的“定点函”公告。</li>
|
||
<li>国内整机厂商（如宇树）的出货量和供应链名单。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</article>
|
||
</section>
|
||
|
||
<!-- Supporting Data Section -->
|
||
<section id="supporting-data" class="mb-20">
|
||
<h2 class="text-4xl font-bold text-center mb-12 text-white">研报 / 路演 / 新闻 核心数据摘要</h2>
|
||
<div class="space-y-4">
|
||
<div class="collapse collapse-plus glass rounded-xl">
|
||
<input type="radio" name="data-accordion" checked="checked" />
|
||
<div class="collapse-title text-xl font-medium">
|
||
研报数据精要
|
||
</div>
|
||
<div class="collapse-content">
|
||
<div class="overflow-x-auto">
|
||
<h4 class="font-bold text-lg text-cyan-300 my-2">电机市场空间测算模型 (基于人形机器人产量)</h4>
|
||
<table class="table table-sm">
|
||
<thead><tr><th>环节</th><th>年产量(万台)</th><th>市场空间(亿元)</th><th>中国企业可获空间(亿元)</th></tr></thead>
|
||
<tbody>
|
||
<tr><td rowspan="4">空心杯电机</td><td>5</td><td>6</td><td>1.8</td></tr>
|
||
<tr><td>10</td><td>9.6</td><td>3.8</td></tr>
|
||
<tr><td>50</td><td>36</td><td>18</td></tr>
|
||
<tr><td>100</td><td>60</td><td>36</td></tr>
|
||
<tr class="opacity-50"><td colspan="4"></td></tr>
|
||
<tr><td rowspan="4">无框力矩电机</td><td>5</td><td>11.2</td><td>3.4</td></tr>
|
||
<tr><td>10</td><td>14</td><td>5.6</td></tr>
|
||
<tr><td>50</td><td>42</td><td>21</td></tr>
|
||
<tr><td>100</td><td>56</td><td>33.6</td></tr>
|
||
</tbody>
|
||
</table>
|
||
<p class="text-xs text-slate-400 mt-2">*数据来源: 2024-02-08研报</p>
|
||
|
||
<h4 class="font-bold text-lg text-cyan-300 my-4">核心标的财务预测与估值</h4>
|
||
<ul class="list-disc list-inside text-slate-300 space-y-1 text-sm">
|
||
<li><strong>银轮股份:</strong> 预计2025-2027年PE分别为29/24/19倍。</li>
|
||
<li><strong>鸣志电器:</strong> 2025E P/E 约28倍。</li>
|
||
<li><strong>伟创电气:</strong> 2025E P/E 约14倍。</li>
|
||
<li><strong>步科股份:</strong> 2025E P/E 约19倍。</li>
|
||
</ul>
|
||
<p class="text-xs text-slate-400 mt-2">*数据来源: 2025-08-20 & 2024-02-08研报</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass rounded-xl">
|
||
<input type="radio" name="data-accordion" />
|
||
<div class="collapse-title text-xl font-medium">
|
||
路演数据精要
|
||
</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside text-slate-300 space-y-3">
|
||
<li><strong>核心估值方法:</strong> 普遍采用<strong class="text-fuchsia-400">“主业+期权”估值法</strong>，主业提供安全垫，机器人业务赋予高弹性期权价值。</li>
|
||
<li><strong>市场空间假设:</strong> 估值弹性核心驱动为特斯拉等主机厂的量产目标，如“特斯拉计划2025年实现5000台机器人量产”，以“100万台”为远期测算基准。</li>
|
||
<li><strong>核心零部件单机价值量:</strong>
|
||
<ul class="list-disc list-inside ml-4 text-sm">
|
||
<li><strong>减速器:</strong> 单机价值量约1.6万元 (假设单价1000元 * 16个)</li>
|
||
<li><strong>空心杯电机:</strong> 50万台产量时，单价约800元，对应40亿增量市场</li>
|
||
<li><strong>PCB:</strong> 单台总价值约3000-4000元</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>具体标的盈利弹性测算案例 (博众精工):</strong> 若特斯拉规划百万台产能，组装设备市场空间约70亿元。博众若获40-50%份额，可贡献约<strong class="text-cyan-400">3亿元利润</strong>。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass rounded-xl">
|
||
<input type="radio" name="data-accordion" />
|
||
<div class="collapse-title text-xl font-medium">
|
||
新闻数据精要
|
||
</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside text-slate-300 space-y-3">
|
||
<li>
|
||
<strong>五洲新春 (弹性最强标的):</strong>
|
||
<ul class="list-disc list-inside ml-4 text-sm">
|
||
<li>人形机器人业务估值: <strong class="text-cyan-400">120-340亿元</strong>。</li>
|
||
<li>公司整体市值目标: 确定性部分看到<strong class="text-cyan-400">180亿</strong>，若滚柱丝杠供货则看到<strong class="text-cyan-400">400亿</strong>。</li>
|
||
<li>ASP (平均销售单价) 弹性: 从确定性<strong class="text-cyan-400">7000元</strong>，到弹性部分可达<strong class="text-cyan-400">21000元</strong>。</li>
|
||
</ul>
|
||
</li>
|
||
<li>
|
||
<strong>三联锻造:</strong>
|
||
<ul class="list-disc list-inside ml-4 text-sm">
|
||
<li>存在<strong class="text-cyan-400">60亿市值</strong>的丝杠业务预期差。</li>
|
||
<li>利润弹性测算: 贡献<strong class="text-cyan-400">1.7-2.2亿利润</strong> (给予30X PE)。</li>
|
||
</ul>
|
||
</li>
|
||
<li>
|
||
<strong>当虹科技:</strong> 目标市值<strong class="text-cyan-400">200亿</strong>，当前67亿。
|
||
</li>
|
||
<li>
|
||
<strong>新坐标:</strong> 目标市值<strong class="text-cyan-400">200亿</strong>，当前88亿。
|
||
</li>
|
||
<li>
|
||
<strong>恒立液压 (对标):</strong> 若送样顺利，可展望<strong class="text-cyan-400">500亿市值增量</strong>。
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data Section -->
|
||
<section id="stock-data" class="mb-20">
|
||
<h2 class="text-4xl font-bold text-center mb-12 text-white">核心标的梳理</h2>
|
||
|
||
<div class="p-8 rounded-3xl glass glow-border mb-8">
|
||
<h3 class="text-2xl font-bold text-cyan-300 mb-4">涨停事件驱动分析</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra table-sm">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>代码</th>
|
||
<th>异动日期</th>
|
||
<th>涨跌幅</th>
|
||
<th>核心驱动逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>宏润建设</td><td><a href="https://valuefrontier.cn/company?scode=002062" target="_blank" class="link link-hover text-indigo-300">002062</a></td><td>2025-09-18</td><td>10.02%</td><td>控股矩阵超智，并表机器人整机业务，实现从基建到AI硬件的估值切换。</td></tr>
|
||
<tr><td>纳思达</td><td><a href="https://valuefrontier.cn/company?scode=002180" target="_blank" class="link link-hover text-indigo-300">002180</a></td><td>2025-09-25</td><td>10.02%</td><td>子公司极海微“机器人芯片批量供货宇树科技”被官方证实，触发估值重估。</td></tr>
|
||
<tr><td>新坐标</td><td><a href="https://valuefrontier.cn/company?scode=603040" target="_blank" class="link link-hover text-indigo-300">603040</a></td><td>2025-06-30</td><td>9.99%</td><td>工信部政策将“高精度丝杠副”列为攻关核心，公司因切入赛道且估值最低而受益。</td></tr>
|
||
<tr><td>上纬新材</td><td><a href="https://valuefrontier.cn/company?scode=688585" target="_blank" class="link link-hover text-indigo-300">688585</a></td><td>2025-07-17</td><td>20.01%</td><td>智元机器人拟借壳，打造科创板稀缺的“整机+核心零部件”平台，触发估值重估。</td></tr>
|
||
<tr><td>豪森智能</td><td><a href="https://valuefrontier.cn/company?scode=688529" target="_blank" class="link link-hover text-indigo-300">688529</a></td><td>2025-07-09</td><td>20.02%</td><td>入选工信部“链主”名单+获智元18.6亿大单+临港补贴，官方认证龙头地位。</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="p-8 rounded-3xl glass glow-border">
|
||
<h3 class="text-2xl font-bold text-cyan-300 mb-4">产业链核心环节标的汇总</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra table-sm">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心环节</th>
|
||
<th>关键信息 & 产业链标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody id="stock-table-body">
|
||
<!-- Stock data will be injected here by JavaScript -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
|
||
<footer class="text-center mt-16">
|
||
<p class="text-sm text-slate-500">免责声明: 本报告由AI模型基于公开数据合成，所有内容仅供参考，不构成任何投资建议。投资有风险，入市需谨慎。</p>
|
||
<p class="text-xs text-slate-600 mt-1">© 2024 北京价值前沿科技有限公司. All Rights Reserved.</p>
|
||
</footer>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
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|
||
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|
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|
||
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|
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|
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|
||
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|
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|
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|
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|
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|
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|
||
当前市值: ${data.current} 亿<br/>
|
||
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|
||
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|
||
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|
||
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
||
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|
||
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|
||
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|
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|
||
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|
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|
||
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|
||
{"stock": "拓普集团", "stock_code": "601689.SH", "reason": "T链核心, 定点确定性高, 线性关节总成"},
|
||
{"stock": "三花智控", "stock_code": "002050.SZ", "reason": "T链核心, 定点确定性高, 旋转关节总成"},
|
||
{"stock": "恒立液压", "stock_code": "601100.SH", "reason": "Tesla链, 潜在500亿市值增量"},
|
||
{"stock": "鸣志电器", "stock_code": "603728.SH", "reason": "灵巧手模组, 空心杯电机龙头, Tesla链"},
|
||
{"stock": "兆威机电", "stock_code": "003021.SZ", "reason": "灵巧手模组, 微型传动系统, T链/H链"},
|
||
{"stock": "步科股份", "stock_code": "688160.SH", "reason": "无框力矩电机, Tesla链"},
|
||
{"stock": "富临精工", "stock_code": "300432.SZ", "reason": "行星减速器, 赛力斯链"},
|
||
{"stock": "蓝黛科技", "stock_code": "002765.SZ", "reason": "关节模组总成, 赛力斯链"}
|
||
],
|
||
"减速器": [
|
||
{"stock": "绿的谐波", "stock_code": "688017.SH", "reason": "谐波减速器国产龙头, T链核心"},
|
||
{"stock": "双环传动", "stock_code": "002472.SZ", "reason": "RV减速器市占率A股第二, 新型RV, T链"},
|
||
{"stock": "中大力德", "stock_code": "002896.SZ", "reason": "RV减速器, Tesla链"},
|
||
{"stock": "国茂股份", "stock_code": "603915.SH", "reason": "通用减速器市占率第一, Tesla链"},
|
||
{"stock": "豪能股份", "stock_code": "603809.SH", "reason": "行星减速器, 赛力斯链"}
|
||
],
|
||
"丝杠": [
|
||
{"stock": "五洲新春", "stock_code": "603667.SH", "reason": "弹性最强, 目标400亿市值, Tesla链"},
|
||
{"stock": "北特科技", "stock_code": "603009.SH", "reason": "定点确定性高, Tesla链"},
|
||
{"stock": "贝斯特", "stock_code": "300580.SZ", "reason": "业务弹性第一, 有望送样特斯拉, T链"},
|
||
{"stock": "三联锻造", "stock_code": "001282.SZ", "reason": "60亿市值预期差, Tesla链, 安徽产业链"},
|
||
{"stock": "秦川机床", "stock_code": "000837.SZ", "reason": "丝杠及设备, RV减速器, Tesla链"}
|
||
],
|
||
"电机": [
|
||
{"stock": "鸣志电器", "stock_code": "603728.SH", "reason": "空心杯电机/步进电机龙头, Tesla链"},
|
||
{"stock": "汇川技术", "stock_code": "300124.SZ", "reason": "伺服系统市占率第一, Tesla链"},
|
||
{"stock": "禾川科技", "stock_code": "688320.SH", "reason": "伺服系统, T链/H链"},
|
||
{"stock": "伟创电气", "stock_code": "688698.SH", "reason": "空心杯电机已获小批量订单, Tesla链"},
|
||
{"stock": "昊志机电", "stock_code": "300503.SZ", "reason": "无框力矩电机, 谐波减速器, Tesla链"}
|
||
],
|
||
"传感器": [
|
||
{"stock": "柯力传感", "stock_code": "603662.SH", "reason": "力传感器, 定点确定性高, T链/H链"},
|
||
{"stock": "东华测试", "stock_code": "300354.SZ", "reason": "六维力矩传感器, Tesla链"},
|
||
{"stock": "汉威科技", "stock_code": "300007.SZ", "reason": "电子皮肤, 嗅觉传感器, T链/赛力斯链"},
|
||
{"stock": "奥比中光-UW", "stock_code": "688322.SH", "reason": "3D视觉传感器国内龙头, T链/宇树链"},
|
||
{"stock": "芯动联科", "stock_code": "688582.SH", "reason": "高性能MEMS惯性传感器, Tesla链"}
|
||
],
|
||
"轻量化/材料/其他": [
|
||
{"stock": "旭升集团", "stock_code": "603305.SH", "reason": "轻量化(金属件), 定点确定性高, T链"},
|
||
{"stock": "恒工精密", "stock_code": "301261.SZ", "reason": "原材料(球墨铸铁), T链"},
|
||
{"stock": "长盛轴承", "stock_code": "300718.SZ", "reason": "轴承, T链/宇树链"},
|
||
{"stock": "凌云光", "stock_code": "688400.SH", "reason": "动捕系统, 机器视觉, Tesla链"},
|
||
{"stock": "博实股份", "stock_code": "002698.SZ", "reason": "主机厂"},
|
||
{"stock": "均普智能", "stock_code": "688306.SH", "reason": "主机厂"}
|
||
]
|
||
};
|
||
|
||
function generateStockRows() {
|
||
const tbody = document.getElementById('stock-table-body');
|
||
let html = '';
|
||
|
||
for (const category in stockData) {
|
||
html += `
|
||
<tr class="bg-slate-800/50">
|
||
<td colspan="4" class="font-bold text-indigo-300 text-base">${category}</td>
|
||
</tr>
|
||
`;
|
||
stockData[category].forEach(stock => {
|
||
const stockCodeClean = stock.stock_code.replace(/\.(SH|SZ|BJ)/, '');
|
||
html += `
|
||
<tr>
|
||
<td class="font-semibold text-white">${stock.stock}</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=${stockCodeClean}" target="_blank" class="link link-hover text-indigo-400">${stock.stock_code}</a></td>
|
||
<td class="text-cyan-400">${category.split('/')[0]}</td>
|
||
<td class="text-slate-400 text-xs">${stock.reason}</td>
|
||
</tr>
|
||
`;
|
||
});
|
||
}
|
||
tbody.innerHTML = html;
|
||
}
|
||
|
||
document.addEventListener('alpine:init', () => {
|
||
generateStockRows();
|
||
});
|
||
|
||
</script>
|
||
|
||
</body>
|
||
</html> |