Industry Overview - LiDAR (Light Detection and Ranging) is a radar system that uses laser beams to detect the position and speed of targets, becoming an important active remote sensing tool due to its high measurement accuracy and large detection range [1][5] - The LiDAR industry can be classified based on various criteria, including working mechanism, payload platform, working medium, and mechanical components [3] Industry Chain Analysis - The upstream market for LiDAR consists of raw materials for components like lasers and detectors, including non-ferrous metals and laser materials [5] - The downstream applications of LiDAR are primarily in the fields of vehicle networking, autonomous driving, and surveying, with developments in military and scientific applications as well [5][8] Industry Development History - The commercialization of LiDAR technology began before 2000, with limited applications in the automotive sector [10] - Since 2016, the industry has experienced rapid growth driven by the "new four modernizations" in the automotive sector, including electrification and intelligent networking [10][11] Industry Policy Background - Since 2013, various Chinese government departments have issued policies to support and regulate the development of the LiDAR industry, focusing on technology routes and parameter specifications [13][14] - Key policies include the integration of LiDAR into intelligent connected vehicle systems and the establishment of standards for safety and performance [14][15] Current Industry Status - The Chinese LiDAR market is projected to reach approximately 13.96 billion yuan by 2024, with a CAGR of nearly 300% from 2021 to 2024 [17] - The competitive landscape shows that Hesai Technology leads in revenue, followed by RoboSense with 1.19 billion yuan [20] Future Development Trends - The LiDAR industry is expected to see stable growth in technology and market size, with four main development directions: solid-state technology, digital architecture, increased penetration rates, and integration of hardware and software [26][27] - The industry is transitioning towards a competitive landscape focused on chip self-research and system integration capabilities, with significant cost reductions in LiDAR products [27]

资料显示，宁波永新光学股份有限公司位于浙江省宁波高新区木槿路169号，成立日期1997年2月21日， 上市日期2018年9月10日，公司主营业务涉及主要从事光学显微镜、光学元件组件和其他光学产品的研 发、生产和销售。 诺安先锋混合A（320003）基金经理为杨谷。 截至发稿，杨谷累计任职时间19年360天，现任基金资产总规模56.35亿元，任职期间最佳基金回报 1236.49%， 任职期间最差基金回报8.34%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 2月11日，永新光学涨0.9%，截至发稿，报116.00元/股，成交1.58亿元，换手率1.23%，总市值128.69亿 元。永新光学股价已经连续3天上涨，区间累计涨幅6.71%。 从永新光学十大流通股东角度 数据显示，诺安基金旗下1只基金位居永新光学十大流通股东。诺安先锋混合A（320003）三季度新进 十大流通股东，持有股数118.57万股，占流通股的 ...

证券日报网讯2月4日，永新光学（603297）在互动平台回答投资者提问时表示，公司近年来存在向欧盟 成员国的出口业务。公司境外销售布局较为分散，覆盖墨西哥、东南亚、欧洲等多个地区——截至2025 年半年度，公司境外收入占整体营收的48.25%，其中欧洲市场占整体营收的比重较低，各地区具体收 入占比暂未在定期报告中单独披露，后续请以公司公开披露信息为准。在销售模式方面，公司通过境内 主体直接向海外客户出口、或与境外代理商合作的方式开展业务，该模式适配公司分散化的境外市场布 局，目前各地区业务均平稳推进。 ...

证券日报网讯2月4日，永新光学（603297）在互动平台回答投资者提问时表示，公司积极服务国家航空 航天重大工程战略，先后承担"嫦娥二号""嫦娥三号""嫦娥四号"卫星光学镜头的制造，承制的国内首 台"太空显微实验仪"已入驻中国空间站，为航天工程（603698）及太空生命科学研究提供支持。 ...

格隆汇2月4日丨永新光学(603297.SH)在互动平台表示，公司积极服务国家航空航天重大工程战略，先 后承担"嫦娥二号"、"嫦娥三号"、"嫦娥四号"卫星光学镜头的制造，承制的国内首台"太空显微实验 仪"已入驻中国空间站，为航天工程及太空生命科学研究提供支持。 ...

转自：前瞻产业研究院 以下数据及分析来自于前瞻产业研究院激光雷达研究小组发布的《中国激光雷达（LiDAR）行业市场前 瞻与投资战略规划分析报告》 行业主要上市公司：万集科技(300552)、中海达(300177)、永新光学(603297)、炬光科技(688167)、禾赛 (HSAI)等 本文核心数据：激光雷达全球市场规模、激光雷达全球应用领域 激光雷达主要可以分为三种类别 激光雷达是激光探测及测距系统的简称，它是用激光器作为发射光源，采用光电探测器技术手段的主动 遥感设备，是激光技术与现代光电探测技术结合的先进探测方式，由发射系统、接收系统、信息处理等 部分组成。激光雷达根据技术路径细分可分为机械式、混合固态、固态式三种类别。其中固态激光雷达 由于其体积优势，成为行业的新宠儿。 根据Yole等第三方的预测，未来5-10年将加速放量，预计2025年和2030年全球激光雷达出货量分别有望 达到约660万颗和7934万颗，其中中国分别出货292万颗和3154万颗左右。 全球激光雷达应用以激光扫描仪为主 激光雷达的下游应用领域主要有测绘和导航两个模块，测绘包括高精度地图，地形勘测和自然勘测，导 航模块包括ADAS、无 ...

Core Viewpoint - Ningbo Yongxin Optical Co., Ltd. held its 2026 management work meeting and target responsibility implementation conference, emphasizing the importance of strategic deployment for future growth and innovation [1] Group 1: Company Achievements - The company summarized its achievements during the 14th Five-Year Plan period in areas such as technological innovation, management upgrades, and talent cultivation [1] - The chairman highlighted the solid results achieved in these areas, indicating a strong foundation for future development [1] Group 2: Strategic Focus - The next five years are deemed critical for the company to deepen strategic implementation, accelerate innovation breakthroughs, and establish a long-term foundation [1] - Yongxin Optical aims to cultivate a capable workforce characterized as "hardworking and effective" [1] Group 3: Business Strategy - The company will focus on a "3+2" business combination as its strategic core, aiming to consolidate existing business strengths while developing new competitive advantages in more niche markets [1] - This strategy is intended to broaden growth boundaries and create a cluster development model that facilitates industrial structure upgrades and leapfrog development [1]

2月2日，永新光学跌0.85%，成交额1.27亿元。两融数据显示，当日永新光学获融资买入额597.22万 元，融资偿还1048.05万元，融资净买入-450.84万元。截至2月2日，永新光学融资融券余额合计3.11亿 元。 分红方面，永新光学A股上市后累计派现5.55亿元。近三年，累计派现3.07亿元。 机构持仓方面，截止2025年9月30日，永新光学十大流通股东中，诺安先锋混合A（320003）位居第九 大流通股东，持股118.57万股，为新进股东。香港中央结算有限公司位居第十大流通股东，持股74.03万 股，相比上期增加2.51万股。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 融资方面，永新光学当日融资买入597.22万元。当前融资余额3.10亿元，占流通市值的2.70%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，永新光学2月2日融券偿还100.00股，融券卖出500.00股，按当日收盘价 ...

Core Insights - The Chinese LiDAR industry is characterized by a limited number of publicly listed companies, with a significant presence in the upstream and downstream supply chain [1] - Key players in the LiDAR manufacturing sector include Wanji Technology, Zhonghaidah, Yongxin Optical, and Juguang Technology [1] Company Overview - The listed companies in the LiDAR industry are summarized, highlighting their roles in the supply chain, such as PCB production, chip design, and ADAS calibration [2][4] - Wanji Technology and Hesai are noted for their strong market positions in vehicle-grade LiDAR products, while Zhonghaidah leads in ground and airborne LiDAR systems [12][18] Financial Performance - In the first three quarters of 2025, major LiDAR companies reported revenues exceeding 600 million yuan, with Hesai Technology achieving the highest gross margin of 42.16% [14] - Wanji Technology reported a revenue of 6.91 million yuan from its vehicle-grade LiDAR segment [6] Business Strategies - Companies are focusing on expanding their product offerings and enhancing performance in the LiDAR sector, with plans for international expansion and collaboration with automotive manufacturers [18] - Wanji Technology aims to improve product performance in traffic and industrial service robots while investing in semi-solid-state LiDAR technology [18] Market Distribution - The majority of LiDAR companies in China are concentrated in the southeastern coastal regions, particularly Guangdong and Jiangsu, with over 500 and 400 companies respectively [8][9] Competitive Landscape - Wanji Technology has the highest number of patents and employees among LiDAR companies, indicating a strong focus on innovation and workforce [12][13] - The competitive landscape includes companies like Juguang Technology, which focuses on high-power semiconductor laser products, and Hesai, which offers a diverse range of LiDAR solutions for various applications [12][18]

Group 1 - The article discusses the recent policy measures issued by Guangdong province aimed at promoting high-quality development in transportation through artificial intelligence [4][5] - The policy encourages enterprises to focus on core technology breakthroughs and innovation in areas such as end-to-end remote driving, intelligent decision-making, and precise prediction and control [4][5] - The initiative aims to create high-quality data sets, toolchains, and algorithm libraries to facilitate the application of large models in autonomous driving [4][5] Group 2 - The article lists various companies involved in the development of key technologies related to autonomous driving, including 威帝股份, 凯众股份, and 大华股份 [6] - It highlights the importance of advanced systems such as steer-by-wire systems, vehicle-mounted cameras, and heads-up displays (HUD) in the context of intelligent driving [6]