465 lines
28 KiB
HTML
465 lines
28 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>宇树人形机器人 - 深度投研报告</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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<style>
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:root {
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body {
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font-family: 'Inter', sans-serif;
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background-color: #020010;
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color: #E0E0E0;
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overflow-x: hidden;
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</head>
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<body class="min-h-screen">
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<div class="glow-bg">
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<div class="glow-1"></div>
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<div class="glow-2"></div>
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<div class="glow-3"></div>
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</div>
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<div class="container mx-auto p-4 md:p-8">
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<!-- Header -->
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<header class="text-center mb-12">
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<h1 class="title-font text-4xl md:text-6xl font-bold tracking-tighter text-transparent bg-clip-text bg-gradient-to-br from-white to-gray-400">
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宇树人形机器人
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</h1>
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<h2 class="title-font text-2xl md:text-3xl font-medium mt-2 text-gray-300">深度投研报告</h2>
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<p class="mt-4 text-xs text-gray-500 max-w-2xl mx-auto">
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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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<!-- Insight Bento Grid -->
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<main class="bento-grid" style="grid-template-columns: repeat(6, 1fr);">
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<!-- Core View -->
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<section class="glass-card p-6 md:p-8 col-span-6 md:col-span-4 row-span-2">
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<h3 class="title-font text-xl md:text-2xl font-bold text-cyan-300 mb-4">核心观点摘要</h3>
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<p class="text-gray-300 leading-relaxed">
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宇树人形机器人概念正处在从**主题炒作向基本面验证过渡的关键阶段**。其核心驱动力源于宇树科技通过**技术复用（源自四足机器人）实现的“低成本、高性能、快迭代”**战略，成功引爆了市场。当前，该概念已凭借颠覆性定价（G1）、标志性订单（中国移动）和明确的IPO进程，初步完成了商业逻辑的闭环，未来潜力取决于其能否将开发者生态转化为规模化的商业应用场景。
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</p>
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</section>
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<!-- Catalysts -->
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<section class="glass-card p-6 col-span-6 md:col-span-2">
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<h3 class="title-font text-lg font-bold text-fuchsia-300 mb-3">关键催化剂</h3>
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<ul class="list-disc list-inside space-y-2 text-sm text-gray-300">
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<li>**IPO进程**: 计划2025年Q4提交科创板招股书，将首次公开关键财务数据。</li>
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<li>**规模化交付**: G1批量交付后的二次开发应用案例将验证其开放平台战略。</li>
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<li>**新品发布**: G1 Pro (带灵巧手) 和 G2 (更轻量) 的发布将持续引领行业风向。</li>
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</ul>
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</section>
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<!-- Risks -->
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<section class="glass-card p-6 col-span-6 md:col-span-2">
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<h3 class="title-font text-lg font-bold text-amber-300 mb-3">潜在风险与挑战</h3>
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<ul class="list-disc list-inside space-y-2 text-sm text-gray-300">
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<li>**技术瓶颈**: 运动能力强但决策能力弱 (预编程)，通用AI与本体融合是最大挑战。</li>
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<li>**商业化落地**: 需找到能创造足够经济价值的“杀手级应用”。</li>
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<li>**激烈竞争**: 面临特斯拉、Figure AI等国际巨头及国内追赶者的竞争。</li>
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<li>**信息不透明**: 销量、配置等关键数据存在矛盾和不确定性。</li>
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</ul>
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</section>
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<!-- Core Logic & Market Perception -->
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<section class="glass-card p-6 md:p-8 col-span-6">
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<h3 class="title-font text-xl md:text-2xl font-bold text-cyan-300 mb-4">核心逻辑与市场认知分析</h3>
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<div class="grid md:grid-cols-2 gap-6">
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<div>
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<h4 class="font-semibold text-fuchsia-300 mb-2">核心驱动力</h4>
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<ul class="list-disc list-inside space-y-2 text-sm text-gray-300">
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<li><strong>成本与技术范式革命:</strong> 通过复用四足机器人技术，G1机器人售价仅9.9万元，开创了“低成本、高性能”的差异化路线，打破成本壁垒。</li>
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<li><strong>快速迭代与产品矩阵:</strong> 不到两年内推出H1、G1、R1等多款产品，形成覆盖不同需求的产品矩阵，具备全球领先的敏捷开发能力。</li>
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<li><strong>开放生态与平台战略:</strong> 将G1定位为“通用运动与AI开发平台”，开放API和SDK，吸引开发者构建生态，加速应用场景探索。</li>
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</ul>
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</div>
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<div>
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<h4 class="font-semibold text-amber-300 mb-2">预期差分析</h4>
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<ul class="list-disc list-inside space-y-2 text-sm text-gray-300">
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<li><strong>“全自主” vs “预编程”:</strong> 市场印象中机器人高度自主，但路演数据显示复杂动作仍依赖遥控，AI决策能力尚处早期。</li>
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<li><strong>“消费级” vs “开发级”:</strong> 低价引发进入家庭的联想，但宇树官方明确当前主要面向企业和开发者，C端市场爆发速度可能被高估。</li>
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<li><strong>盈利能力归因:</strong> 公司盈利基础更多源于成熟的机器狗业务，人形机器人业务的盈利能力仍待规模化出货后验证。</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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</main>
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<!-- ECharts Visualization & Data Deep Dive -->
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<section class="grid md:grid-cols-5 gap-6 mt-6">
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<!-- ECharts Card -->
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<div class="glass-card p-6 col-span-5 md:col-span-2">
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<h3 class="title-font text-xl font-bold text-cyan-300 mb-4 text-center">核心竞争力对比 (宇树 vs Tesla)</h3>
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<div id="competitor-chart" style="width: 100%; height: 350px;"></div>
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</div>
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<!-- Data Tabs Card -->
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<div class="glass-card p-6 col-span-5 md:col-span-3" x-data="{ tab: 'news' }">
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<div class="tabs tabs-boxed bg-black/20 mb-4">
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<a class="tab" :class="{'tab-active': tab === 'news'}" @click.prevent="tab = 'news'">新闻数据精粹</a>
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<a class="tab" :class="{'tab-active': tab === 'roadshow'}" @click.prevent="tab = 'roadshow'">路演纪要核心</a>
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<a class="tab" :class="{'tab-active': tab === 'report'}" @click.prevent="tab = 'report'">研报观点提炼</a>
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</div>
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<div x-show="tab === 'news'" class="space-y-4 text-sm">
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<div>
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<h4 class="font-semibold text-fuchsia-300">标志性事件</h4>
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<p><strong>春晚亮相:</strong> 16台H1机器人在2025央视春晚表演，成为现象级事件，品牌知名度达顶峰。</p>
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<p><strong>中标大单:</strong> 中标中国移动4600万订单，验证商业化落地能力。</p>
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<p><strong>IPO进程:</strong> 完成IPO辅导备案，正式冲刺科创板。</p>
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</div>
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<div>
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<h4 class="font-semibold text-fuchsia-300">产品迭代</h4>
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<p><strong>H1:</strong> 首款全尺寸机器人，售价9万美元起，能完成后空翻。</p>
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<p><strong>G1:</strong> 24年5月发布，售价9.9万元起，定位通用开发平台。</p>
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<p><strong>R1:</strong> 25年7月发布，售价3.99万元起，进一步下探价格。</p>
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</div>
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</div>
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<div x-show="tab === 'roadshow'" class="space-y-4 text-sm">
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<div>
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<h4 class="font-semibold text-fuchsia-300">技术路线差异 (vs Tesla)</h4>
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<p><strong>关节:</strong> 宇树采用成熟、低成本的<span class="text-cyan-400">全旋转关节+行星减速器</span>；特斯拉采用性能更优但昂贵的<span class="text-amber-400">直线+旋转关节+谐波减速器</span>方案。</p>
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<p><strong>感知:</strong> 宇树依赖<span class="text-cyan-400">深度相机+激光雷达</span>；特斯拉坚持<span class="text-amber-400">纯视觉方案</span>。</p>
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</div>
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<div>
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<h4 class="font-semibold text-fuchsia-300">商业化与财务</h4>
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<p><strong>定位:</strong> G1定位“通用运动与AI开发平台”，优先商业化落地。</p>
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<p><strong>盈利:</strong> 被描述为“全球唯一盈利的人形机器人公司”，但23年营收主要来自四足机器人。</p>
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<p><strong>供应链:</strong> 80%零部件实现国产，核心部件（电机、减速器）全自研。</p>
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</div>
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</div>
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<div x-show="tab === 'report'" class="space-y-4 text-sm">
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<div>
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<h4 class="font-semibold text-fuchsia-300">行业地位与前景</h4>
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<p><strong>定位:</strong> 国内高性能四足/双足机器人独角兽，技术全球领先。</p>
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<p><strong>商业化:</strong> G1的9.9万售价为行业提供了商业化参考样本。中标大单验证了商业竞争力。</p>
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<p><strong>技术优势:</strong> 核心零部件全自研，运动控制算法出色，H1空翻能力对标国际先进水平。</p>
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</div>
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<div>
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<h4 class="font-semibold text-fuchsia-300">供应链关注点</h4>
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<p>H1高扭矩性能对丝杠、减速器、传感器、电机等提出更高要求，建议关注宇树机器人供应链国内厂商。</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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<!-- Industry Chain Section -->
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<section class="glass-card p-6 md:p-8 mt-6">
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<h3 class="title-font text-xl md:text-2xl font-bold text-cyan-300 mb-4">产业链与核心公司深度剖析</h3>
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<div class="grid md:grid-cols-3 gap-6">
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<!-- Chain Map -->
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<div class="bg-black/20 p-4 rounded-xl">
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<h4 class="font-semibold text-fuchsia-300 mb-2">产业链图谱</h4>
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<ul class="space-y-1 text-xs text-gray-400">
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<li><strong>上游 (核心零部件):</strong></li>
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<li class="pl-4"><strong>执行器:</strong> 电机(卧龙电驱), 减速器(中大力德), 丝杠/轴承(长盛轴承)</li>
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<li class="pl-4"><strong>感知:</strong> 3D视觉(奥比中光), 激光雷达(速腾聚创)</li>
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<li class="pl-4"><strong>控制:</strong> 主控芯片(纳思达), 线缆(万马股份)</li>
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</ul>
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<ul class="space-y-1 text-xs text-gray-400 mt-2">
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<li><strong>中游 (本体制造商):</strong></li>
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<li class="pl-4"><strong>核心企业:</strong> 宇树科技、智元机器人</li>
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</ul>
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<ul class="space-y-1 text-xs text-gray-400 mt-2">
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<li><strong>下游 (应用与集成):</strong></li>
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<li class="pl-4"><strong>当前:</strong> 科研机构、教育、展演租赁</li>
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<li class="pl-4"><strong>未来:</strong> 工业制造、物流仓储、家庭服务</li>
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</ul>
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</div>
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<!-- Core Players -->
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<div class="bg-black/20 p-4 rounded-xl">
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<h4 class="font-semibold text-fuchsia-300 mb-2">核心玩家对比</h4>
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<ul class="space-y-2 text-sm text-gray-300">
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<li><strong>逻辑最纯粹 (铲子股):</strong> <span class="text-cyan-400">纳思达</span>(芯片), <span class="text-cyan-400">长盛轴承</span>(轴承), <span class="text-cyan-400">万马股份</span>(线缆)。与宇树有已验证的业务往来，确定性最高。</li>
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<li><strong>领导者 (核心标的):</strong> 宇树科技 (未上市)，整个概念的发动机。</li>
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<li><strong>追赶者/潜在核心:</strong> <span class="text-amber-400">中大力德</span>(减速器), <span class="text-amber-400">卧龙电驱</span>(电机)。产品壁垒高，放量后弹性巨大。</li>
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<li><strong>间接参与者 (影子股):</strong> 景兴纸业、首开股份等。通过基金间接参股，关联弱，风险较高。</li>
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</ul>
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</div>
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<!-- Validation -->
|
||
<div class="bg-black/20 p-4 rounded-xl">
|
||
<h4 class="font-semibold text-fuchsia-300 mb-2">验证与待证伪点</h4>
|
||
<ul class="space-y-2 text-sm text-gray-300">
|
||
<li><strong>已验证:</strong> 纳思达确认“批量出货”后股价大涨，证实了“宇树链”逻辑。</li>
|
||
<li><strong>待证伪:</strong> 24年营收超10亿、净利2-3亿、G1销量5000台等预测，需在宇树招股书中得到交叉验证。</li>
|
||
<li><strong>重点跟踪指标:</strong> 宇树真实出货量、核心供应商“机器人业务”收入占比、G1的ASP与毛利率。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data Section -->
|
||
<section class="glass-card p-6 md:p-8 mt-6">
|
||
<h3 class="title-font text-xl md:text-2xl font-bold text-cyan-300 mb-4">A股相关概念标的</h3>
|
||
|
||
<h4 class="title-font text-lg font-semibold text-fuchsia-300 mb-3">间接参股公司</h4>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-sm">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>流通市值 (亿)</th>
|
||
<th>关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>景兴纸业</td><td><a href="https://valuefrontier.cn/company?scode=002067" target="_blank" class="link link-hover">002067</a></td><td>34</td><td>间接参股宇树科技，通过容腾创投基金参股。</td></tr>
|
||
<tr><td>盛通股份</td><td><a href="https://valuefrontier.cn/company?scode=301321" target="_blank" class="link link-hover">301321</a></td><td>24</td><td>盛通知行与杭州宇树科技有限公司在四足机器人教育领域开展合作。</td></tr>
|
||
<tr><td>朗科智能</td><td><a href="https://valuefrontier.cn/company?scode=300543" target="_blank" class="link link-hover">300543</a></td><td>16</td><td>间接参股宇树科技，通过江苏捷泉红土智能创业投资基金参股。</td></tr>
|
||
<tr><td>实益达</td><td><a href="https://valuefrontier.cn/company?scode=002137" target="_blank" class="link link-hover">002137</a></td><td>19</td><td>间接参股宇树科技，通过容腾创投基金参股。与景兴纸业同逻辑。</td></tr>
|
||
<tr><td>荣晟环保</td><td><a href="https://valuefrontier.cn/company?scode=603165" target="_blank" class="link link-hover">603165</a></td><td>33</td><td>间接参股宇树科技，通过容腾创投基金参股。与景兴纸业同逻辑。</td></tr>
|
||
<tr><td>吉华集团</td><td><a href="https://valuefrontier.cn/company?scode=603980" target="_blank" class="link link-hover">603980</a></td><td>30</td><td>间接参股宇树科技，通过容腾创投基金参股。与景兴纸业同逻辑。</td></tr>
|
||
<tr><td>大众公用</td><td><a href="https://valuefrontier.cn/company?scode=600635" target="_blank" class="link link-hover">600635</a></td><td>74</td><td>间接参股宇树科技，通过深创投参股。</td></tr>
|
||
<tr><td>中科创达</td><td><a href="https://valuefrontier.cn/company?scode=300496" target="_blank" class="link link-hover">300496</a></td><td>171</td><td>间接参股宇树科技，通过安创科技参股。</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<h4 class="title-font text-lg font-semibold text-fuchsia-300 mt-8 mb-3">产业链核心及涨幅异动分析</h4>
|
||
<div class="overflow-x-auto">
|
||
<table class="table">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>异动日期</th>
|
||
<th>涨幅</th>
|
||
<th>核心原因摘要</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>纳思达</td><td><a href="https://valuefrontier.cn/company?scode=002180" target="_blank" class="link link-hover">002180</a></td><td>2025-09-25</td><td class="text-error font-mono">+10.02%</td><td><strong>核心驱动:</strong> 官方首次证实子公司极海微向宇树科技<span class="text-cyan-400">批量出货</span>核心控制芯片，触发估值重估。</td></tr>
|
||
<tr><td>长盛轴承</td><td><a href="https://valuefrontier.cn/company?scode=300718" target="_blank" class="link link-hover">300718</a></td><td>2025-07-21</td><td class="text-error font-mono">+20.00%</td><td><strong>核心驱动:</strong> 宇树IPO催化+已<span class="text-cyan-400">批量供货</span>宇树滑动轴承，市场预期订单爆发式增长。</td></tr>
|
||
<tr><td>万马股份</td><td><a href="https://valuefrontier.cn/company?scode=002276" target="_blank" class="link link-hover">002276</a></td><td>2025-09-09</td><td class="text-error font-mono">+10.02%</td><td><strong>核心驱动:</strong> 宇树万台级人形机器人<span class="text-cyan-400">独家铜缆供应商</span>身份被市场挖掘并重新定价。</td></tr>
|
||
<tr><td>中大力德</td><td><a href="https://valuefrontier.cn/company?scode=002896" target="_blank" class="link link-hover">002896</a></td><td>2025-07-21</td><td class="text-error font-mono">+10.01%</td><td><strong>核心驱动:</strong> 官方确认为宇树新一代谐波减速器<span class="text-cyan-400">核心供应商</span>，叠加Q2业绩高增。</td></tr>
|
||
<tr><td>卧龙电驱</td><td><a href="https://valuefrontier.cn/company?scode=600580" target="_blank" class="link link-hover">600580</a></td><td>2025-07-21</td><td class="text-error font-mono">+10.00%</td><td><strong>核心驱动:</strong> 被市场确认为宇树B2机型关节伺服电机<span class="text-cyan-400">第二供应商</span>，叠加智元战略股东身份。</td></tr>
|
||
<tr><td>万向钱潮</td><td><a href="https://valuefrontier.cn/company?scode=000559" target="_blank" class="link link-hover">000559</a></td><td>2025-09-18</td><td class="text-error font-mono">+10.03%</td><td><strong>核心驱动:</strong> 公告机器人丝杠产能规划并已向头部客户<span class="text-cyan-400">送样</span>，叠加同城宇树供应链想象。</td></tr>
|
||
<tr><td>兰剑智能</td><td><a href="https://valuefrontier.cn/company?scode=688557" target="_blank" class="link link-hover">688557</a></td><td>2025-09-17</td><td class="text-error font-mono">+10.41%</td><td><strong>核心驱动:</strong> 市场对公司与宇树科技在物流场景形成<span class="text-cyan-400">独家合作</span>的高度预期。</td></tr>
|
||
<tr><td>传化智联</td><td><a href="https://valuefrontier.cn/company?scode=002010" target="_blank" class="link link-hover">002010</a></td><td>2025-07-17</td><td class="text-error font-mono">+6.65%</td><td><strong>核心驱动:</strong> 与宇树在物流及化工轻量化材料方面展开<span class="text-cyan-400">深度合作</span>。</td></tr>
|
||
<tr><td>首开股份</td><td><a href="https://valuefrontier.cn/company?scode=600376" target="_blank" class="link link-hover">600376</a></td><td>2025-09-04</td><td class="text-error font-mono">+10.00%</td><td><strong>核心驱动:</strong> 因<span class="text-cyan-400">穿透持股宇树0.85%</span>成为A股持股比例最高的影子股。</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
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|
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|
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