539 lines
34 KiB
HTML
539 lines
34 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>深度研报：机器人电子鼻概念</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=Manrope:wght@300;400;500;700&display=swap');
|
||
|
||
body {
|
||
font-family: 'Manrope', 'Noto Sans SC', sans-serif;
|
||
background-color: #020010;
|
||
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%, 0.15) 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%, 0.15) 0px, transparent 50%),
|
||
radial-gradient(at 79% 53%, hsla(343, 68%, 79%, 0.1) 0px, transparent 50%);
|
||
}
|
||
|
||
.glass-card {
|
||
background: rgba(18, 18, 42, 0.5);
|
||
-webkit-backdrop-filter: blur(20px);
|
||
backdrop-filter: blur(20px);
|
||
border: 1px solid rgba(119, 119, 172, 0.2);
|
||
transition: all 0.3s ease;
|
||
}
|
||
|
||
.glass-card:hover {
|
||
background: rgba(18, 18, 42, 0.7);
|
||
border: 1px solid rgba(119, 119, 172, 0.4);
|
||
transform: translateY(-5px);
|
||
}
|
||
|
||
.bento-grid {
|
||
display: grid;
|
||
gap: 1.5rem;
|
||
}
|
||
|
||
@media (min-width: 1024px) {
|
||
.bento-grid-2-cols {
|
||
grid-template-columns: repeat(2, minmax(0, 1fr));
|
||
}
|
||
.bento-grid-3-cols {
|
||
grid-template-columns: repeat(3, minmax(0, 1fr));
|
||
}
|
||
.bento-grid-complex {
|
||
grid-template-columns: repeat(6, 1fr);
|
||
}
|
||
.bento-span-2 { grid-column: span 2 / span 2; }
|
||
.bento-span-3 { grid-column: span 3 / span 3; }
|
||
.bento-span-4 { grid-column: span 4 / span 4; }
|
||
.bento-span-6 { grid-column: span 6 / span 6; }
|
||
}
|
||
|
||
.section-title {
|
||
font-size: 2.5rem;
|
||
font-weight: 700;
|
||
background: -webkit-linear-gradient(45deg, #a7b3ff, #f3d1ff);
|
||
-webkit-background-clip: text;
|
||
-webkit-text-fill-color: transparent;
|
||
padding-bottom: 1rem;
|
||
}
|
||
.card-title-custom {
|
||
font-size: 1.25rem;
|
||
font-weight: 600;
|
||
color: #d1d5db;
|
||
padding-bottom: 0.5rem;
|
||
border-bottom: 1px solid rgba(119, 119, 172, 0.2);
|
||
margin-bottom: 1rem;
|
||
}
|
||
.glow-divider {
|
||
height: 2px;
|
||
width: 100%;
|
||
background: linear-gradient(90deg, transparent, rgba(167, 179, 255, 0.5), transparent);
|
||
margin: 4rem 0;
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="text-gray-300">
|
||
|
||
<div class="container mx-auto p-4 md:p-8">
|
||
|
||
<!-- Header -->
|
||
<header class="text-center my-12">
|
||
<h1 class="text-5xl md:text-7xl font-bold bg-clip-text text-transparent bg-gradient-to-r from-purple-400 via-pink-500 to-red-500 mb-4">
|
||
机器人电子鼻
|
||
</h1>
|
||
<p class="text-lg text-gray-400">Deep Dive Research Report</p>
|
||
<div class="mt-4 text-xs text-gray-500 tracking-widest">
|
||
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<br>本报告为AI合成数据，投资需谨慎。
|
||
</div>
|
||
</header>
|
||
|
||
<!-- Insight Section -->
|
||
<main>
|
||
<!-- 核心观点摘要 -->
|
||
<section id="core-view" class="mb-16">
|
||
<div class="glass-card rounded-3xl p-8 shadow-2xl relative overflow-hidden">
|
||
<div class="absolute -top-1/2 -right-1/2 w-full h-full bg-gradient-to-br from-indigo-500/20 via-transparent to-transparent rounded-full animate-pulse"></div>
|
||
<h2 class="card-title-custom text-xl mb-4 flex items-center">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3 text-cyan-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 10V3L4 14h7v7l9-11h-7z" /></svg>
|
||
核心观点摘要
|
||
</h2>
|
||
<p class="text-gray-300 leading-relaxed">
|
||
“机器人电子鼻”概念目前处于由<strong class="text-cyan-400">政策强力驱动、技术初步验证</strong>的“0到1”早期阶段。核心驱动力源于国家战略层面对机器人多模态感知短板的重视，为嗅觉传感器开辟了全新的、具备高确定性的增量市场。尽管市场情绪高涨，但产业仍处于<strong class="text-amber-400">送样测试和场景探索期</strong>，商业化落地进程与资本市场的宏大叙事之间存在显著的预期差，未来发展潜力巨大，但也伴随着技术和商业化的不确定性。
|
||
</p>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 概念事件时间轴 -->
|
||
<section id="timeline" class="mb-16">
|
||
<h2 class="section-title text-center mb-12">概念引爆路径</h2>
|
||
<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-purple-400"><path fill-rule="evenodd" d="M15.312 11.424a5.5 5.5 0 01-9.201-5.462A5.5 5.5 0 0110 3a5.5 5.5 0 015.312 8.424zM10 2a6.5 6.5 0 100 13 6.5 6.5 0 000-13z" clip-rule="evenodd" /></svg>
|
||
</div>
|
||
<div class="timeline-start md:text-end mb-10">
|
||
<time class="font-mono italic text-gray-400">2025-09-12 (及之前)</time>
|
||
<div class="text-lg font-black text-white">政策铺垫：顶层设计</div>
|
||
<div class="glass-card rounded-xl p-4 mt-2">工信部《人形机器人创新发展指导意见》首次将“嗅觉短板”列为强制技术攻关目录，上海市配套政策要求2027年嗅觉传感器国产化率达80%以上。</div>
|
||
</div>
|
||
<hr class="bg-purple-400"/>
|
||
</li>
|
||
<li>
|
||
<hr class="bg-pink-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-pink-400"><path fill-rule="evenodd" d="M15.312 11.424a5.5 5.5 0 01-9.201-5.462A5.5 5.5 0 0110 3a5.5 5.5 0 015.312 8.424zM10 2a6.5 6.5 0 100 13 6.5 6.5 0 000-13z" clip-rule="evenodd" /></svg>
|
||
</div>
|
||
<div class="timeline-end mb-10">
|
||
<time class="font-mono italic text-gray-400">2025-09-10</time>
|
||
<div class="text-lg font-black text-white">产业催化：商业曙光</div>
|
||
<div class="glass-card rounded-xl p-4 mt-2">报喜鸟参股的“气味王国”宣布电子鼻模组已送样头部人形机器人客户，标志着技术从实验室走向商业应用的关键验证点。</div>
|
||
</div>
|
||
<hr class="bg-pink-400"/>
|
||
</li>
|
||
<li>
|
||
<hr class="bg-cyan-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-cyan-400"><path fill-rule="evenodd" d="M15.312 11.424a5.5 5.5 0 01-9.201-5.462A5.5 5.5 0 0110 3a5.5 5.5 0 015.312 8.424zM10 2a6.5 6.5 0 100 13 6.5 6.5 0 000-13z" clip-rule="evenodd" /></svg>
|
||
</div>
|
||
<div class="timeline-start md:text-end mb-10">
|
||
<time class="font-mono italic text-gray-400">2025-09-16</time>
|
||
<div class="text-lg font-black text-white">市场引爆：情绪共振</div>
|
||
<div class="glass-card rounded-xl p-4 mt-2">权威媒体报道引爆市场情绪，报喜鸟涨停，机构席位大举买入，概念正式成为市场热点。</div>
|
||
</div>
|
||
<hr class="bg-cyan-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-amber-400"><path fill-rule="evenodd" d="M15.312 11.424a5.5 5.5 0 01-9.201-5.462A5.5 5.5 0 0110 3a5.5 5.5 0 015.312 8.424zM10 2a6.5 6.5 0 100 13 6.5 6.5 0 000-13z" clip-rule="evenodd" /></svg>
|
||
</div>
|
||
<div class="timeline-end mb-10">
|
||
<time class="font-mono italic text-gray-400">同期</time>
|
||
<div class="text-lg font-black text-white">供给响应：技术跟进</div>
|
||
<div class="glass-card rounded-xl p-4 mt-2">汉威科技、均胜电子等公司相继发布电子鼻产品或披露研发进展，四方光电等巨头表示关注并储备技术，供给侧快速响应。</div>
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</section>
|
||
|
||
<div class="glow-divider"></div>
|
||
|
||
<!-- 核心逻辑与市场认知 -->
|
||
<section id="core-logic" class="mb-16">
|
||
<h2 class="section-title text-center mb-12">核心逻辑与市场认知</h2>
|
||
<div class="bento-grid bento-grid-complex">
|
||
<!-- 核心驱动力 -->
|
||
<div class="bento-span-3 glass-card rounded-3xl p-8">
|
||
<h3 class="card-title-custom">核心驱动力 (Core Drivers)</h3>
|
||
<ul class="space-y-4">
|
||
<li class="flex items-start"><span class="text-purple-400 mr-3 text-xl">①</span><div><strong class="text-white">政策驱动 (Demand Creation):</strong> 工信部顶层设计+上海80%国产化目标，创造了清晰且高确定性的市场预期。</div></li>
|
||
<li class="flex items-start"><span class="text-pink-400 mr-3 text-xl">②</span><div><strong class="text-white">技术可行性 (Supply Feasibility):</strong> 汉威科技的“MOS+量子点”、均胜电子的“纳米管阵列”等方案展示了技术路径，性能指标描绘了突破蓝图。</div></li>
|
||
<li class="flex items-start"><span class="text-cyan-400 mr-3 text-xl">③</span><div><strong class="text-white">场景刚需 (Application Value):</strong> 解决易燃易爆环境气体泄漏识别等痛点，替代人工巡检效率提升5倍，体现了“刚需”而非“锦上添花”的价值。</div></li>
|
||
</ul>
|
||
</div>
|
||
<!-- 市场热度与情绪 -->
|
||
<div class="bento-span-3 glass-card rounded-3xl p-8">
|
||
<h3 class="card-title-custom">市场热度与情绪 (Market Sentiment)</h3>
|
||
<p class="mb-4">当前市场情绪<strong class="text-red-400">高度乐观甚至部分投机</strong>，主要围绕“0到1”的预期展开。</p>
|
||
<div class="flex items-center mb-2"><div class="badge badge-success badge-outline mr-2">热度体现</div>新闻集中爆发，机构抢筹，相关公司被列为核心标的。</div>
|
||
<div class="flex items-center"><div class="badge badge-warning badge-outline mr-2">情绪分析</div>对报喜鸟这类仅靠参股逻辑的公司大幅炒作，反映出较强的<strong class="text-amber-300">主题投机</strong>成分。</div>
|
||
</div>
|
||
<!-- 预期差分析 -->
|
||
<div class="bento-span-6 glass-card rounded-3xl p-8">
|
||
<h3 class="card-title-custom">预期差分析 (Expectation Gap)</h3>
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div>
|
||
<h4 class="font-bold text-white mb-2">预期差1：公司战略定位 vs. 市场标签</h4>
|
||
<p><strong class="text-gray-400">市场认知:</strong> 将汉威、四方光电视为核心龙头。</p>
|
||
<p><strong class="text-gray-400">实际情况:</strong> 公司路演公告显示，电子鼻目前仍是<strong class="text-cyan-300">前瞻性布局或机会型业务</strong>，而非战略核心。市场热情可能超前于公司实际投入。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-bold text-white mb-2">预期差2：技术宣传 vs. 技术瓶颈</h4>
|
||
<p><strong class="text-gray-400">市场认知:</strong> 被“5秒识万味”等宣传吸引，认为技术已成熟。</p>
|
||
<p><strong class="text-gray-400">实际情况:</strong> 均胜电子路演明确指出，核心瓶颈在于<strong class="text-amber-400">“材料（提升气味区分度）”</strong>尚未完全解决，市场可能低估了技术难度。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<div class="glow-divider"></div>
|
||
|
||
<!-- 发展路径与产业链 -->
|
||
<section id="path-and-chain" class="mb-16">
|
||
<h2 class="section-title text-center mb-12">发展路径与产业链</h2>
|
||
<div class="bento-grid bento-grid-2-cols">
|
||
<!-- 发展路径 -->
|
||
<div class="glass-card rounded-3xl p-8">
|
||
<h3 class="card-title-custom">未来发展路径 (Future Roadmap)</h3>
|
||
<ul class="steps steps-vertical">
|
||
<li class="step step-primary">
|
||
<div class="text-left">
|
||
<h4 class="font-bold">阶段一：工业场景率先渗透 (2025-2027)</h4>
|
||
<p class="text-sm text-gray-400">以高危、高价值工业巡检为突破口，核心是可靠性与精准度。</p>
|
||
</div>
|
||
</li>
|
||
<li class="step step-primary">
|
||
<div class="text-left">
|
||
<h4 class="font-bold">阶段二：商业与特殊场景拓展 (2027-2030)</h4>
|
||
<p class="text-sm text-gray-400">拓展至仓储、安防、医疗等领域，核心是小型化与AI算法。</p>
|
||
</div>
|
||
</li>
|
||
<li class="step">
|
||
<div class="text-left">
|
||
<h4 class="font-bold">阶段三：消费级应用普及 (2030+)</h4>
|
||
<p class="text-sm text-gray-400">成为家庭服务机器人标配，核心是极低成本与大模型融合。</p>
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
<!-- 产业链图谱 -->
|
||
<div class="glass-card rounded-3xl p-8">
|
||
<h3 class="card-title-custom">产业链图谱 (Industry Chain)</h3>
|
||
<div class="space-y-4">
|
||
<div>
|
||
<div class="font-bold text-purple-300 mb-2">上游：核心材料与芯片</div>
|
||
<p class="text-sm">传感材料 (金属氧化物、量子点等，技术瓶颈所在)、MEMS芯片制造。</p>
|
||
</div>
|
||
<div>
|
||
<div class="font-bold text-pink-300 mb-2">中游：电子鼻模组 (核心环节)</div>
|
||
<p class="text-sm">气体传感器/电子鼻模组集成商，如汉威科技、均胜电子等。</p>
|
||
</div>
|
||
<div>
|
||
<div class="font-bold text-cyan-300 mb-2">下游：机器人整机</div>
|
||
<p class="text-sm">人形机器人、工业巡检机器人制造商，是电子鼻的最终用户。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 核心玩家对比 -->
|
||
<section id="players" class="mb-16">
|
||
<h2 class="section-title text-center mb-12">核心玩家深度剖析</h2>
|
||
<div class="bento-grid bento-grid-complex">
|
||
<!-- 汉威科技 -->
|
||
<div class="bento-span-3 glass-card rounded-3xl p-6">
|
||
<h4 class="text-lg font-bold text-white">汉威科技 (300007)</h4>
|
||
<p class="text-sm text-cyan-400 mb-2">逻辑最纯粹的领导者</p>
|
||
<p><strong>优势:</strong> 已发布第二代产品，主业高度相关，具备产业化基础。</p>
|
||
<p><strong>风险:</strong> 公司路演态度相对保守，实际订单和放量节奏待验证。</p>
|
||
</div>
|
||
<!-- 均胜电子 -->
|
||
<div class="bento-span-3 glass-card rounded-3xl p-6">
|
||
<h4 class="text-lg font-bold text-white">均胜电子 (600699)</h4>
|
||
<p class="text-sm text-amber-400 mb-2">技术领先的挑战者</p>
|
||
<p><strong>优势:</strong> 技术指标亮眼 (4mm²集成1万传感器)，已送样知名客户。</p>
|
||
<p><strong>风险:</strong> 高精尖技术路线的成本控制与量产良率是关键挑战。</p>
|
||
</div>
|
||
<!-- 报喜鸟 -->
|
||
<div class="bento-span-3 glass-card rounded-3xl p-6">
|
||
<h4 class="text-lg font-bold text-white">报喜鸟 (002154)</h4>
|
||
<p class="text-sm text-red-400 mb-2">市场博弈的核心标的</p>
|
||
<p><strong>优势:</strong> 参股气味王国，与送样事件关联度最高，具备新闻催化弹性。</p>
|
||
<p><strong>风险:</strong> 主业完全脱节，投机属性极强，价值依赖参股公司表现。</p>
|
||
</div>
|
||
<!-- 四方光电 -->
|
||
<div class="bento-span-3 glass-card rounded-3xl p-6">
|
||
<h4 class="text-lg font-bold text-white">四方光电 (688665)</h4>
|
||
<p class="text-sm text-purple-400 mb-2">实力雄厚的潜在巨头</p>
|
||
<p><strong>优势:</strong> 气体传感器收入龙头，技术储备深厚，实力雄厚。</p>
|
||
<p><strong>风险:</strong> 目前采“密切关注，适时投入”的跟随策略，可能错失先机。</p>
|
||
</div>
|
||
<!-- 营收对比 -->
|
||
<div class="bento-span-6 glass-card rounded-3xl p-6">
|
||
<h4 class="text-lg font-bold text-white mb-2">核心公司气体传感器业务对比 (2024年)</h4>
|
||
<div id="revenueChart" style="width: 100%; height: 300px;"></div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<div class="glow-divider"></div>
|
||
|
||
<!-- 结论与风险 -->
|
||
<section id="conclusion-risks" class="mb-16">
|
||
<h2 class="section-title text-center mb-12">综合结论与投资启示</h2>
|
||
<div class="bento-grid bento-grid-complex">
|
||
<div class="bento-span-3 glass-card rounded-3xl p-8">
|
||
<h3 class="card-title-custom">最终看法 (Final Verdict)</h3>
|
||
<p>概念明确处于<strong class="text-pink-400">主题炒作阶段</strong>，股价由宏大叙事、政策预期和市场情绪驱动，而非业绩基本面。但其背后有国家战略和真实需求支撑，具备从主题向产业趋势演变的巨大潜力，是典型的<strong class="text-cyan-400">“buy the rumor”</strong>阶段。</p>
|
||
</div>
|
||
<div class="bento-span-3 glass-card rounded-3xl p-8">
|
||
<h3 class="card-title-custom">最具投资价值环节</h3>
|
||
<p><strong>中游的电子鼻模组/系统提供商</strong>是当前最具价值环节，直接受益于下游需求爆发且具备技术壁垒。</p>
|
||
<ul class="list-disc list-inside mt-2 text-sm">
|
||
<li><strong class="text-white">稳健型:</strong> 汉威科技、四方光电</li>
|
||
<li><strong class="text-white">进取型:</strong> 均胜电子</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bento-span-6 glass-card rounded-3xl p-8">
|
||
<h3 class="card-title-custom flex items-center">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3 text-red-500" fill="none" viewBox="0 0 24 24" stroke="currentColor"><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>
|
||
潜在风险与挑战
|
||
</h3>
|
||
<div class="grid md:grid-cols-3 gap-4 text-sm">
|
||
<div><strong class="text-amber-400">技术风险:</strong> 传感材料突破是核心瓶颈，决定应用能否从工业拓展到民用。</div>
|
||
<div><strong class="text-amber-400">商业化风险:</strong> 高成本、下游机器人产业发展不确定性。</div>
|
||
<div><strong class="text-amber-400">信息交叉验证风险:</strong> 公司官方沟通与市场宣传存在温差，警惕市场过度解读。</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<div class="glow-divider"></div>
|
||
|
||
<!-- 涨幅异动分析 -->
|
||
<section id="rise-analysis" class="mb-16">
|
||
<h2 class="section-title text-center mb-12">相关个股涨幅异动解析</h2>
|
||
<div class="space-y-4">
|
||
<div class="collapse collapse-plus glass-card rounded-2xl">
|
||
<input type="radio" name="rise-accordion" checked="checked" />
|
||
<div class="collapse-title text-xl font-medium text-white">
|
||
报喜鸟 (002154) <span class="text-success ml-2">+10.13%</span> <span class="text-xs text-gray-400 ml-2">(2025-09-16)</span>
|
||
</div>
|
||
<div class="collapse-content">
|
||
<div class="p-4 text-sm leading-relaxed" style="background-color: rgba(0,0,0,0.2); border-radius: 1rem;">
|
||
<strong>核心结论:</strong> “电子鼻”进入人形机器人送样阶段+政策首次把“嗅觉传感器”写入机器人顶层文件，资金将报喜鸟从“低价服装”重定价为“机器人嗅觉核心受益标的”，机构席位抢筹封板。<br><br>
|
||
<strong>驱动逻辑:</strong> 政策首次将“嗅觉传感器”纳入机器人强制攻关，且参股公司“气味王国”电子鼻已送样机器人客户，形成0→1赛道预期。机构席位6800万元抢筹，将公司从服装股重定价为“机器人嗅觉核心标的”。
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass-card rounded-2xl">
|
||
<input type="radio" name="rise-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-white">
|
||
均胜电子 (600699) <span class="text-success ml-2">+6.06%</span> <span class="text-xs text-gray-400 ml-2">(2025-08-15)</span>
|
||
</div>
|
||
<div class="collapse-content">
|
||
<div class="p-4 text-sm leading-relaxed" style="background-color: rgba(0,0,0,0.2); border-radius: 1rem;">
|
||
<strong>核心结论:</strong> 公司正式披露在人形机器人领域的具体布局（成立子公司），被市场视为业务实际推进的明确信号，叠加机器人板块整体热度，引发股价上涨。<br><br>
|
||
<strong>驱动逻辑:</strong> 公司将汽车电子与机器人业务协同发展作为战略方向，在机器人业务上的实际进展（成立子公司、送样等）获得市场认可，叠加其在汽车电子领域的深厚积累，提供了估值想象空间。
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<div class="glow-divider"></div>
|
||
|
||
<!-- Stock Table -->
|
||
<section id="stocks" class="mb-16">
|
||
<h2 class="section-title text-center mb-12">机器人电子鼻概念核心标的</h2>
|
||
<div class="overflow-x-auto glass-card rounded-2xl p-4">
|
||
<table class="table table-zebra w-full">
|
||
<thead class="text-white text-base">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th class="w-2/5">核心逻辑</th>
|
||
<th>标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>汉威科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300007" target="_blank" class="link link-hover text-cyan-400">300007</a></td>
|
||
<td>公司已具备多合一电子鼻气体传感器产品，已在工业易燃易爆气体巡检机器人上布局。2024年传感器营收3.41亿，占比15.3%。</td>
|
||
<td><div class="badge badge-primary badge-outline">产品</div> <div class="badge badge-secondary badge-outline">财报</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td>四方光电</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688665" target="_blank" class="link link-hover text-cyan-400">688665</a></td>
|
||
<td>2024年气体传感器营收6.62亿，占比75.87%，是该领域的收入龙头和潜在巨头。</td>
|
||
<td><div class="badge badge-secondary badge-outline">财报</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td>报喜鸟</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002154" target="_blank" class="link link-hover text-cyan-400">002154</a></td>
|
||
<td>参股13.16%的“气味王国”是国内首家气味技术研发企业，电子鼻模组已送样头部机器人客户，是市场博弈核心。</td>
|
||
<td><div class="badge badge-primary badge-outline">参股</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td>汉王科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002362" target="_blank" class="link link-hover text-cyan-400">002362</a></td>
|
||
<td>公司研发新一代仿生嗅觉细胞传感器；推出第二代通用AINose嗅觉分析仪并构建AINose嗅觉识别模型及其算法。</td>
|
||
<td><div class="badge badge-primary badge-outline">产品</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td>驰诚股份</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=920407" target="_blank" class="link link-hover text-cyan-400">834407</a></td>
|
||
<td>已成功研制出半导体原理的气体传感器并实现量产，电化学原理气体传感器已小批量生产。</td>
|
||
<td><div class="badge badge-info badge-outline">北交所</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td>可川科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603052" target="_blank" class="link link-hover text-cyan-400">603052</a></td>
|
||
<td>激光气体传感器相关产品2024年已实现一定规模销售。</td>
|
||
<td><div class="badge badge-accent badge-outline">气体传感器</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td>华工科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=000988" target="_blank" class="link link-hover text-cyan-400">000988</a></td>
|
||
<td>气体传感器也获得了行业大客户的定点。</td>
|
||
<td><div class="badge badge-accent badge-outline">气体传感器</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td>赛微电子</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300456" target="_blank" class="link link-hover text-cyan-400">300456</a></td>
|
||
<td>子公司赛莱克斯北京正在小批量试产MEMS气体传感器。</td>
|
||
<td><div class="badge badge-accent badge-outline">气体传感器</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td>安培龙</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=301413" target="_blank" class="link link-hover text-cyan-400">301413</a></td>
|
||
<td>2024年氧传感器及其他业务营收0.18亿，占比1.89%。</td>
|
||
<td><div class="badge badge-secondary badge-outline">财报</div></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
|
||
<footer class="text-center p-4 mt-12 text-xs text-gray-600 border-t border-gray-800">
|
||
<p>© 2025 北京价值前沿科技有限公司. All Rights Reserved.</p>
|
||
<p>本报告由AI投研Agent "价小前投研" 生成，内容仅供参考，不构成任何投资建议。</p>
|
||
</footer>
|
||
</div>
|
||
<script>
|
||
var chartDom = document.getElementById('revenueChart');
|
||
var myChart = echarts.init(chartDom, 'dark');
|
||
var option;
|
||
|
||
option = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: {
|
||
type: 'shadow'
|
||
}
|
||
},
|
||
legend: {
|
||
data: ['气体传感器营收(亿元)', '营收占比(%)'],
|
||
textStyle: {
|
||
color: '#ccc'
|
||
}
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '3%',
|
||
containLabel: true
|
||
},
|
||
xAxis: {
|
||
type: 'category',
|
||
data: ['四方光电', '汉威科技'],
|
||
axisLine: {
|
||
lineStyle: {
|
||
color: '#8392A2'
|
||
}
|
||
}
|
||
},
|
||
yAxis: [
|
||
{
|
||
type: 'value',
|
||
name: '营收(亿元)',
|
||
axisLabel: {
|
||
formatter: '{value}'
|
||
},
|
||
axisLine: {
|
||
lineStyle: {
|
||
color: '#8392A2'
|
||
}
|
||
}
|
||
},
|
||
{
|
||
type: 'value',
|
||
name: '营收占比(%)',
|
||
min: 0,
|
||
max: 100,
|
||
axisLabel: {
|
||
formatter: '{value} %'
|
||
},
|
||
axisLine: {
|
||
lineStyle: {
|
||
color: '#8392A2'
|
||
}
|
||
}
|
||
}
|
||
],
|
||
series: [
|
||
{
|
||
name: '气体传感器营收(亿元)',
|
||
type: 'bar',
|
||
data: [6.62, 3.41],
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||
{ offset: 0, color: '#83bff6' },
|
||
{ offset: 0.5, color: '#188df0' },
|
||
{ offset: 1, color: '#188df0' }
|
||
])
|
||
}
|
||
},
|
||
{
|
||
name: '营收占比(%)',
|
||
type: 'line',
|
||
yAxisIndex: 1,
|
||
data: [75.87, 15.3],
|
||
itemStyle: {
|
||
color: '#f472b6'
|
||
},
|
||
}
|
||
]
|
||
};
|
||
|
||
option && myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
</script>
|
||
</body>
|
||
</html> |