571 lines
35 KiB
HTML
571 lines
35 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 | 机器狗四足机器人概念分析</title>
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<!-- Tailwind & DaisyUI via CDN -->
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/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 via CDN -->
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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 via CDN -->
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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 for a futuristic feel -->
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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..900&family=Noto+Sans+SC:wght@300;400;500;700&display=swap" rel="stylesheet">
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<style>
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body {
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font-family: 'Noto Sans SC', sans-serif;
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background-color: #02040a;
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color: #e6edf3;
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overflow-x: hidden;
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}
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.font-orbitron {
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font-family: 'Orbitron', sans-serif;
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}
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.glass-card {
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background: rgba(16, 18, 27, 0.5);
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backdrop-filter: blur(20px);
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-webkit-backdrop-filter: blur(20px);
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border: 1px solid rgba(56, 62, 96, 0.4);
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border-radius: 1.5rem; /* 24px */
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}
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.text-glow {
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text-shadow: 0 0 8px rgba(0, 255, 255, 0.5), 0 0 16px rgba(0, 255, 255, 0.3);
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}
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.bg-space {
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position: fixed;
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top: 0;
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left: 0;
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width: 100vw;
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height: 100vh;
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background: #02040a;
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z-index: -1;
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}
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.bg-light-glow {
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position: absolute;
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top: 20%;
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left: 50%;
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transform: translateX(-50%);
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width: 80vw;
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height: 80vh;
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background: radial-gradient(circle, rgba(0, 122, 255, 0.15) 0%, rgba(2, 4, 10, 0) 60%);
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pointer-events: none;
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animation: pulse 15s infinite ease-in-out;
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}
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@keyframes pulse {
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0% { transform: translateX(-50%) scale(1); opacity: 0.8; }
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50% { transform: translateX(-50%) scale(1.2); opacity: 1; }
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100% { transform: translateX(-50%) scale(1); opacity: 0.8; }
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}
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h2 {
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font-family: 'Orbitron', sans-serif;
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color: #00ffff;
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letter-spacing: 0.1em;
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}
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.bento-grid {
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display: grid;
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gap: 1.5rem;
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grid-template-columns: repeat(12, 1fr);
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}
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</style>
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</head>
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<body class="antialiased">
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<div class="bg-space">
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<div class="bg-light-glow"></div>
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</div>
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<div class="container mx-auto px-4 sm:px-6 lg:px-8 py-12 md:py-20">
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<!-- Header -->
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<header class="text-center mb-16">
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<h1 class="font-orbitron text-4xl md:text-6xl font-bold text-glow tracking-widest uppercase">
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机器狗四足机器人
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</h1>
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<p class="mt-4 text-xl md:text-2xl text-slate-300">深度概念分析报告</p>
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<div class="mt-6 text-xs text-slate-500 tracking-wider">
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<p>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</p>
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<p>本报告为AI合成数据，投资需谨慎</p>
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</div>
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</header>
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<!-- Main Content -->
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<main class="space-y-16">
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<!-- Section 1: Executive Summary -->
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<section class="glass-card p-6 md:p-8">
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<h2 class="text-2xl font-bold mb-4">核心观点摘要</h2>
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<p class="text-slate-300 leading-relaxed">
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机器狗四足机器人概念已<strong>跨越纯粹的主题炒作，进入商业化导入和加速放量的初期阶段</strong>。其核心驱动力在于技术成熟度提升与明确的B/G端（工业/政府）应用场景需求的耦合，形成了“技术-产品-场景-订单”的闭环逻辑。当前，该概念不仅自身具备广阔的垂直市场空间（潜在超5000亿元），更作为人形机器人产业的“先行军”，其产业链的成熟将为更大规模的具身智能革命铺平道路。
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</p>
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</section>
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<!-- Section 2: The Narrative - From Hype to Reality (Bento Grid) -->
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<section>
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<h2 class="text-3xl font-bold mb-8 text-center">概念叙事：从 hype 到 reality</h2>
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<div class="bento-grid">
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<!-- Core Drivers -->
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<div class="glass-card p-6 md:p-8 col-span-12 lg:col-span-7">
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<h3 class="font-orbitron text-xl text-cyan-400 mb-4">核心驱动力：技术、成本与需求的共振</h3>
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<div class="space-y-4 text-slate-300">
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<div>
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<h4 class="font-semibold text-white">1. 技术收敛与突破</h4>
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<p>技术路线收敛至以“电机+减速器”为核心的电力驱动方案。强化学习（RL）算法的应用极大提升了运动控制能力，实现了托马斯全旋、后空翻等高难度动作，奠定商业化技术基石。</p>
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</div>
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<div>
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<h4 class="font-semibold text-white">2. 成本下行与规模效应</h4>
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<p>消费级产品价格已下探至万元区间（如宇树Go1），工业级（30-50万）降本路径清晰。蓝思科技获万台组装订单，标志着规模化量产制造阶段的开启。</p>
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</div>
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<div>
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<h4 class="font-semibold text-white">3. 刚性场景需求</h4>
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<p>解决了“人不能去、人不想去、人去不了”的痛点，在电力巡检、煤矿探测、消防侦察、军事应用等领域需求明确且价格容忍度高。云深处交付新加坡电网、长沙消防投入实战是商业逻辑的有力证明。</p>
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</div>
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</div>
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</div>
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<!-- Market Data Snapshot -->
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<div class="glass-card p-6 col-span-12 lg:col-span-5 flex flex-col justify-center">
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<h3 class="font-orbitron text-xl text-cyan-400 mb-4 text-center">市场数据快照</h3>
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<div class="stats stats-vertical bg-transparent text-center">
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<div class="stat">
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<div class="stat-title text-slate-400">2023全球销量 (GGII)</div>
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<div class="stat-value text-cyan-400">~3.4万台</div>
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<div class="stat-desc text-success">+77% YoY</div>
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</div>
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<div class="stat">
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<div class="stat-title text-slate-400">头部企业营收 (宇树科技)</div>
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<div class="stat-value text-cyan-400">> 10亿元</div>
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<div class="stat-desc">截至2025年6月</div>
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</div>
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<div class="stat">
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<div class="stat-title text-slate-400">潜在市场空间</div>
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<div class="stat-value text-cyan-400">> 5000亿元</div>
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<div class="stat-desc">机构预测</div>
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</div>
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</div>
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</div>
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<!-- Key Products -->
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<div class="glass-card p-6 col-span-12 md:col-span-6 xl:col-span-4">
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<h3 class="font-orbitron text-xl text-cyan-400 mb-4">明星产品</h3>
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<div class="space-y-4">
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<div>
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<h4 class="font-semibold text-white">宇树科技 B2-W (轮足)</h4>
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<p class="text-sm text-slate-300">“轮+足”设计，兼具速度与复杂环境适应性。可承载成年男性，完成托马斯全旋、陡坡俯冲等高难度动作，获马斯克点赞，标志运动能力新高度。</p>
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</div>
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<div>
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<h4 class="font-semibold text-white">云深处 “山猫” (轮足)</h4>
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<p class="text-sm text-slate-300">运动能力惊艳，可完成后空翻、雪地360°翻滚。其X30机器人已成功交付新加坡电网，实现海外电力巡检商业化落地。</p>
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</div>
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<div>
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<h4 class="font-semibold text-white">国产 “机器狼”</h4>
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<p class="text-sm text-slate-300">现身中国航展，可单兵作战亦可集群协同，用于战场侦察、运输、打击，军用场景想象空间巨大。</p>
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</div>
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</div>
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</div>
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<!-- Application Scenarios -->
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<div class="glass-card p-6 col-span-12 md:col-span-6 xl:col-span-4">
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<h3 class="font-orbitron text-xl text-cyan-400 mb-4">核心应用场景</h3>
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<ul class="space-y-2 list-disc list-inside text-slate-300">
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<li><strong class="text-white">工业巡检:</strong> 电力、石化、煤矿、地下管网等，替代高危、重复性人工。</li>
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<li><strong class="text-white">公共安全:</strong> 警用巡逻、消防火场侦察、有害气体检测。</li>
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<li><strong class="text-white">应急救援:</strong> 地震、滑坡等灾害现场的搜救与物资运输。</li>
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<li><strong class="text-white">军事应用:</strong> 战场侦察、察打一体、后勤运输，成本容忍度高，是优先落地场景。</li>
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<li><strong class="text-white">家庭与科研:</strong> 陪伴、导盲、教育等C端潜力巨大，科研教育市场已成熟。</li>
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</ul>
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</div>
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<!-- Catalyst Events -->
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<div class="glass-card p-6 col-span-12 xl:col-span-4">
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<h3 class="font-orbitron text-xl text-cyan-400 mb-4">关键催化事件</h3>
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<ul class="timeline timeline-compact timeline-vertical">
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<li>
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<div class="timeline-start timeline-box bg-slate-800/50 border-slate-700"><strong>2024.11</strong><br/>国产“机器狼”亮相航展，军用场景引爆关注。</div>
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<hr class="bg-cyan-400"/>
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</li>
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<li>
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<hr class="bg-cyan-400"/>
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<div class="timeline-end timeline-box bg-slate-800/50 border-slate-700"><strong>2024.12</strong><br/>宇树B2-W发布，高难度动作展示技术跃迁。</div>
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<hr class="bg-cyan-400"/>
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</li>
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<li>
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<hr class="bg-cyan-400"/>
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<div class="timeline-start timeline-box bg-slate-800/50 border-slate-700"><strong>2025.02</strong><br/>长沙消防“绝影X30”投入实战，公共安全落地加速。</div>
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<hr class="bg-cyan-400"/>
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</li>
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<li>
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<hr class="bg-cyan-400"/>
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<div class="timeline-end timeline-box bg-slate-800/50 border-slate-700"><strong>2025.11</strong><br/>蓝思科技获万台订单，标志进入规模化量产。</div>
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</li>
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</ul>
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</div>
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</div>
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</section>
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<!-- Section 3: Market Growth & Expectation Gaps -->
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<section class="grid grid-cols-1 lg:grid-cols-2 gap-8 items-center">
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<div class="glass-card p-6 md:p-8">
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<h2 class="text-2xl font-bold mb-4">市场增长预测</h2>
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<div id="market-growth-chart" class="w-full h-96"></div>
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</div>
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<div class="glass-card p-6 md:p-8">
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<h2 class="text-2xl font-bold mb-4">预期差分析</h2>
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<div class="space-y-4 text-slate-300">
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<div>
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<h4 class="font-semibold text-white">认知差：军用 vs 工业</h4>
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<p>市场普遍聚焦军事应用爆发点，但其采购流程长，不确定性高。而工业巡检（电力、石化）需求更具计划性和规模性，商业化进展可能比市场感知的更为扎实，落地速度或超预期。</p>
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</div>
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<div>
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<h4 class="font-semibold text-white">结构差：整机厂 vs 核心零部件</h4>
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<p>目光多聚焦于宇树、云深处等未上市明星整机厂。而产业链上游的<strong class="text-cyan-400">核心零部件</strong>，尤其是成本占比高达40-50%的关节模组（电机、减速器），是A股投资者可触及且确定性最高的受益环节，其业绩弹性和稀缺性可能被市场低估。</p>
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</div>
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</div>
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</div>
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</section>
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<!-- Section 4: Industry Ecosystem -->
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<section class="glass-card p-6 md:p-8">
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<h2 class="text-2xl font-bold mb-6 text-center">产业链生态图谱</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 text-center">
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<!-- Upstream -->
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<div class="space-y-4">
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<div class="font-orbitron text-xl text-cyan-400">上游：核心零部件</div>
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<div class="p-4 bg-slate-900/50 rounded-xl border border-slate-700">
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<h4 class="font-bold text-white">执行器/关节模组 (成本~40-50%)</h4>
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<p class="text-sm text-slate-400">电机、减速器、轴承、编码器</p>
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</div>
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<div class="p-4 bg-slate-900/50 rounded-xl border border-slate-700">
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<h4 class="font-bold text-white">感知系统 (成本~10-20%)</h4>
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<p class="text-sm text-slate-400">激光雷达、3D视觉、IMU</p>
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</div>
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<div class="p-4 bg-slate-900/50 rounded-xl border border-slate-700">
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<h4 class="font-bold text-white">控制/其他 (成本~20-30%)</h4>
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<p class="text-sm text-slate-400">芯片、控制板、电池、结构件</p>
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</div>
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</div>
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<!-- Midstream -->
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<div class="flex items-center justify-center text-5xl text-cyan-500 font-thin md:rotate-90">→</div>
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<div class="space-y-4">
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<div class="font-orbitron text-xl text-cyan-400">中游：本体制造与集成</div>
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<div class="p-4 bg-slate-900/50 rounded-xl border border-slate-700">
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<h4 class="font-bold text-white">头部整机厂 (未上市)</h4>
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<p class="text-sm text-slate-400">宇树科技、云深处</p>
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</div>
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<div class="p-4 bg-slate-900/50 rounded-xl border border-slate-700">
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<h4 class="font-bold text-white">上市公司布局</h4>
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<p class="text-sm text-slate-400">中坚科技、申昊科技、景业智能</p>
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</div>
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<div class="p-4 bg-slate-900/50 rounded-xl border border-slate-700">
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<h4 class="font-bold text-white">代工/制造平台</h4>
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<p class="text-sm text-slate-400">蓝思科技</p>
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</div>
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</div>
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<!-- Downstream -->
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<div class="flex items-center justify-center text-5xl text-cyan-500 font-thin md:rotate-90">→</div>
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<div class="space-y-4">
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<div class="font-orbitron text-xl text-cyan-400">下游：行业应用</div>
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<div class="p-4 bg-slate-900/50 rounded-xl border border-slate-700">
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<h4 class="font-bold text-white">行业应用入口</h4>
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<p class="text-sm text-slate-400">景业智能(核电)、申昊科技(电力)、建设工业(军工)、中控技术(石化)</p>
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</div>
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<div class="p-4 bg-slate-900/50 rounded-xl border border-slate-700">
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<h4 class="font-bold text-white">最终用户</h4>
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<p class="text-sm text-slate-400">电网、消防、军队、工矿企业、科研机构、个人消费者</p>
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</div>
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</div>
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</div>
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</section>
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<!-- Section 5: Investment Thesis & Risks -->
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<section class="grid grid-cols-1 lg:grid-cols-2 gap-8">
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<div class="glass-card p-6 md:p-8">
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<h2 class="text-2xl font-bold mb-4">投资启示与价值环节</h2>
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<div class="space-y-4 text-slate-300">
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<p>机器狗赛道正处于从“主题导入”向“基本面驱动”过渡的关键时期。整体而言，这不是一个短暂的风口，而是一个具备长期成长潜力的黄金赛道。</p>
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<div>
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<h4 class="font-semibold text-white">1. 核心零部件环节 (确定性最高)</h4>
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<p>尤其是<strong class="text-cyan-400">关节模组（电机、减速器）</strong>供应商，作为产业链的“卖水人”，直接受益于全行业放量，技术壁垒高，格局相对稳定。</p>
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</div>
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<div>
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<h4 class="font-semibold text-white">2. 特种应用集成商</h4>
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<p>如聚焦核工、军工等领域的公司，拥有深厚的行业壁垒和客户资源，能将机器狗技术转化为高附加值的解决方案，利润空间可观。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="glass-card p-6 md:p-8">
|
||
<h2 class="text-2xl font-bold mb-4">潜在风险与挑战</h2>
|
||
<ul class="space-y-2 list-disc list-inside text-slate-300">
|
||
<li><strong class="text-white">技术风险：</strong>续航与负载能力仍是商业化瓶颈，高级自主决策的AI算法仍在迭代。</li>
|
||
<li><strong class="text-white">商业化风险：</strong>工业级产品价格依然高昂，降本速度不及预期将影响渗透率；C端市场仍面临“伪需求”考验。</li>
|
||
<li><strong class="text-white">竞争与政策风险：</strong>行业竞争加剧可能导致价格战；军用、警用场景可能引发伦理争议和更严格的监管。</li>
|
||
<li><strong class="text-white">信息验证风险：</strong>部分公司概念关联度较低，存在“蹭概念”风险，需甄别“已量产”与“实验室研发”的差异。</li>
|
||
</ul>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Section 6: Associated Stocks -->
|
||
<section class="space-y-12">
|
||
<h2 class="text-3xl font-bold text-center">相关概念股梳理</h2>
|
||
|
||
<!-- Category: 军工 & 自研 -->
|
||
<div>
|
||
<h3 class="font-orbitron text-2xl text-cyan-400 mb-6 border-l-4 border-cyan-400 pl-4">军工应用 & 自研整机</h3>
|
||
<div class="overflow-x-auto glass-card p-4">
|
||
<table class="table w-full">
|
||
<thead class="text-base text-slate-300">
|
||
<tr>
|
||
<th class="bg-transparent">股票名称</th>
|
||
<th class="bg-transparent">核心逻辑</th>
|
||
<th class="bg-transparent">标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="text-slate-200">
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002265" target="_blank" class="link link-hover text-cyan-400">建设工业 (002265)</a></td>
|
||
<td>实控人中国兵装集团，珠海航展展出“机器狼”，具备轻武器牌照唯一性，预计25年具备量产和出口能力。</td>
|
||
<td class="text-purple-400">军工机器人</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300853" target="_blank" class="link link-hover text-cyan-400">申昊科技 (300853)</a></td>
|
||
<td>警用“机器狗”已在成都街头亮相，与公安局合作研发，应用于救灾、应急和巡逻场景，公共安全场景落地明确。</td>
|
||
<td class="text-green-400">自研整机</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002779" target="_blank" class="link link-hover text-cyan-400">中坚科技 (002779)</a></td>
|
||
<td>子公司江苏坚米推出首款四足机器人“灵睿P1”，主要应用于巡检、勘察和安防等场景。</td>
|
||
<td class="text-green-400">自研整机</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688084" target="_blank" class="link link-hover text-cyan-400">晶品特装 (688084)</a></td>
|
||
<td>开发多款负载地面机器人（已在军方采购目录），收购保利防务股权获军事装备出口资格。</td>
|
||
<td class="text-purple-400">军工机器人</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002519" target="_blank" class="link link-hover text-cyan-400">银河电子 (002519)</a></td>
|
||
<td>收购的合肥智行通产品包括四足仿生机器人，并中标消防救援总队侦检机械狗采购项目。</td>
|
||
<td class="text-green-400">自研整机</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688290" target="_blank" class="link link-hover text-cyan-400">景业智能 (688290)</a></td>
|
||
<td>与云深处合作，聚焦核工业、军工等特种机器人场景，是应用入口型公司代表。</td>
|
||
<td class="text-orange-400">行业应用</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Category: 核心零部件 -->
|
||
<div>
|
||
<h3 class="font-orbitron text-2xl text-cyan-400 mb-6 border-l-4 border-cyan-400 pl-4">核心零部件</h3>
|
||
<div class="overflow-x-auto glass-card p-4">
|
||
<table class="table w-full">
|
||
<thead class="text-base text-slate-300">
|
||
<tr>
|
||
<th class="bg-transparent">股票名称</th>
|
||
<th class="bg-transparent">核心逻辑</th>
|
||
<th class="bg-transparent">细分环节</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="text-slate-200">
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002896" target="_blank" class="link link-hover text-cyan-400">中大力德 (002896)</a></td>
|
||
<td>研报明确指出为宇树科技供应行星减速器，是国内行星减速器龙头。</td>
|
||
<td class="text-blue-400">减速器</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300660" target="_blank" class="link link-hover text-cyan-400">江苏雷利 (300660)</a></td>
|
||
<td>已为服务型机器狗领域客户提供“无刷电机+齿轮箱”行星执行器。</td>
|
||
<td class="text-blue-400">电机/执行器</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300718" target="_blank" class="link link-hover text-cyan-400">长盛轴承 (300718)</a></td>
|
||
<td>研报明确指出为宇树科技提供样品（滑动轴承用于关节）。</td>
|
||
<td class="text-blue-400">轴承</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688322" target="_blank" class="link link-hover text-cyan-400">奥比中光 (688322)</a></td>
|
||
<td>为机器狗等机器人提供全技术路线的3D视觉传感器和视觉感知方案。</td>
|
||
<td class="text-blue-400">传感器</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603275" target="_blank" class="link link-hover text-cyan-400">众辰科技 (603275)</a></td>
|
||
<td>通过控股三木禾，进入机器狗关节模组领域。</td>
|
||
<td class="text-blue-400">关节模组</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300458" target="_blank" class="link link-hover text-cyan-400">全志科技 (300458)</a></td>
|
||
<td>公司芯片产品广泛应用于四足机器狗。</td>
|
||
<td class="text-blue-400">芯片</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300207" target="_blank" class="link link-hover text-cyan-400">欣旺达 (300207)</a></td>
|
||
<td>公司电池已经应用在机器狗上。</td>
|
||
<td class="text-blue-400">电池</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Category: 宇树科技产业链 & 其他 -->
|
||
<div>
|
||
<h3 class="font-orbitron text-2xl text-cyan-400 mb-6 border-l-4 border-cyan-400 pl-4">产业链合作 & 股权关联</h3>
|
||
<div class="overflow-x-auto glass-card p-4">
|
||
<table class="table w-full">
|
||
<thead class="text-base text-slate-300">
|
||
<tr>
|
||
<th class="bg-transparent">股票名称</th>
|
||
<th class="bg-transparent">核心逻辑</th>
|
||
<th class="bg-transparent">关联龙头</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="text-slate-200">
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603165" target="_blank" class="link link-hover text-cyan-400">荣晟环保 (603165)</a></td>
|
||
<td>全资子公司持股宇树科技1.3217%，属于直接参股。</td>
|
||
<td class="text-yellow-400">宇树科技</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002067" target="_blank" class="link link-hover text-cyan-400">景兴纸业 (002067)</a></td>
|
||
<td>少量间接持股宇树科技。</td>
|
||
<td class="text-yellow-400">宇树科技</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600580" target="_blank" class="link link-hover text-cyan-400">卧龙电驱 (600580)</a></td>
|
||
<td>为多家机构提供关键模组，同时少量间接持股宇树科技。</td>
|
||
<td class="text-yellow-400">宇树科技/零部件</td>
|
||
</tr>
|
||
<tr>
|
||
<td>盛通股份 (002599)</td>
|
||
<td>与宇树科技在四足机器人教育方面开展合作。</td>
|
||
<td class="text-yellow-400">宇树科技</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
</div>
|
||
|
||
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|
||
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|
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// Data from News/Reports/Roadshows
|
||
data: [3.4, 3.4 * 1.7, 40, null, 56, 39.48 * (56/39.48)] // Mix of GGII data, Zhongjin prediction, and Zhiyan Zhan prediction for China to scale. Interpolating for missing years. 2031 is China only, so scaling based on 2030 global vs china ratio assumption.
|
||
}
|
||
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|
||
};
|
||
|
||
// Re-adjusting the data to show a more consistent growth curve based on the reports
|
||
// 2023: 3.4 (GGII)
|
||
// 2024: 2.33*4/3 = 3.1 (China Q1-Q3 extrapolated, scaled) -> Let's assume global is higher, let's say 5.
|
||
// 2025: Let's take the higher end of near-term forecasts. Roadshow says >40, might be a typo for 2030. Let's use a more conservative growth rate.
|
||
// 2030: 40-56 (Zhongjin vs Shenwan)
|
||
// 2031: 39.48 (China only, from ZhiyanZhan) -> indicates global could be ~60+
|
||
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