证券代码：300177 证券简称：中海达 公告编号：2026-002 特此公告。 广州中海达卫星导航技术股份有限公司 董事会 2026 年 02 月 13 日 广州中海达卫星导航技术股份有限公司（以下简称"公司"）第 六届董事会第十三次会议审议通过了《关于公司出售闲置房产的议 案》，鉴于公司已搬迁至新总部大楼办公，旧总部大楼目前已处于闲 置状态，为盘活公司固定资产，提高资产流动性，公司计划将位于广 州市番禺区天安总部中心的旧总部大楼以人民币 4,000 万元出售给 自然人梁秋好、黄栩谚，该房产总建筑面积为 3,979.68 平方米。 《关于公司出售闲置房产的公告》具体内容详见于 2025 年 12 月 31 日刊登在中国证监会指定的创业板信息披露网站巨潮资讯网 (www.cninfo.com.cn)上的相关公告。 二、交易进展情况 截至本公告日，上述房产已办理完成税务及过户手续，公司已收 到全部房款共计人民币 4,000 万元，后续公司将与自然人梁秋好、黄 栩谚按照协议内容办理余下事项。 广州中海达卫星导航技术股份有限公司 关于公司出售闲置房产的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完 ...

中银证券在2025年12月22日研报中建议关注智能驾驶相关企业，包括地平线机器人、黑芝麻智能等算力 与芯片企业，中科创达、德赛西威、经纬恒润、光庭信息等智驾系统与域控制器企业，小马智行、文远 知行等Robotaxi企业，中邮科技、万集科技、新北洋、北路智控等垂直智驾企业，以及四维图新、小鹏 汽车、浩瀚深度、阿尔特等。 南方2月13日电，智能驾驶概念走强，浙江世宝直线涨停，豪恩汽电、四维图新、万集科技、德赛西 威、中海达跟涨。消息面上，据工信部，工业和信息化部装备工业一司组织全国汽车标准化技术委员会 开展了《智能网联汽车 自动驾驶系统安全要求》等五项强制性国家标准的制修订，已形成征求意见 稿，现公开征求社会各界意见。 ...

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]

证券代码：300177 证券简称：中海达 广州中海达卫星导航技术股份有限公司 投资者关系活动记录表 编号：2026-02 | 科学化、信息化、标准化和可视化智能分析管理，大幅提 | | --- | | 升行业用户灾害感知及预警能力。 | | 面向水文及水利行业用户数字化转型需求，公司依托北  | | 斗高精度定位核心技术，整合水下声呐探测、三维激光等 | | 领域多年技术沉淀，深度融合物联网、云计算、人工智能 | | 及三维数字孪生技术，创新打造天空地水工一体化综合感 | | 知解决方案。公司以自主研发声学多普勒流速仪（ADCP）、 | | 多波束测深系统、水上水下一体化探测系统、无人机测流 | | 系统等核心装备为依托，结合智能全自动缆道 ADCP 系统、 | | 冰期在线测流系统、全自动无人船坞测流系统、全自动无 | | 人机库测流等创新解决方案，构建覆盖水文要素全域感知、 | | 智慧水文监测与灾害预警体系一体化解决方案，全方位服 | | 务水文现代化建设、水资源管理、洪涝灾害防治、应急监 | | 测、水利设施安全运行。为智慧水利体系建设，雨水情监 | | 测测报三道防线安全监测系统等水文现代化建设延 ...

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 - The company, Zhonghaidah (300177), has successfully secured a project with a subsidiary of Geely for its Inertial Measurement Unit (IMU) products, which will support the "Qianli Haohan" intelligent driving platform and enable mass production delivery of related vehicle models by the first half of 2025 [1] Group 1: Business Performance - The company's high-precision business for intelligent driving has successfully introduced new projects into mass production, leading to a release of factory capacity and a year-on-year revenue growth of over 100% [1] - As of November 10, 2025, the company has delivered over 1 million sets of high-precision positioning products for intelligent driving vehicles in 2025 [1] Group 2: Strategic Partnerships - The company maintains large-scale deliveries of IMU products, high-precision positioning antennas, and other related technologies to major automotive manufacturers such as Geely, XPeng, SAIC, Great Wall, Dongfeng, and FAW [1] - Strategic partnerships have been established with several domestic mainstream Robotaxi clients for mass production vehicle models [1] Group 3: Research and Development - The company is actively exploring the development of state space models, data sensors, and algorithms to expand into emerging application scenarios [1] - The company has successfully secured IMU product projects with three domestic embodied intelligent robot companies, with related products already delivered in small batches [1] Group 4: Future Outlook - The company will continue to focus on the demands and developments in intelligent driving, intelligent networking, and artificial intelligence industries, while exploring the integration of high-precision positioning technology in low-altitude fields and industrial robotics [1]

南财智讯2月3日电，中海达在投资者关系活动中表示，截至2025年11月10日，公司2025年度智能驾驶车 载高精度定位产品已交付超100万套；惯性测量单元（IMU）成功获得吉利旗下子公司定点项目并实现 量产交付，该类业务收入同比增长超100%。 ...

Core Viewpoint - The company, Zhonghaidah, anticipates a loss in net profit attributable to shareholders for the fiscal year 2025, primarily due to a decline in revenue from its precise spatiotemporal perception equipment and high-precision applications in the BeiDou industry, along with a decrease in overall gross margin [1] Financial Performance - The expected decrease in net profit is approximately 100 million yuan year-on-year [1] - The company plans to increase asset impairment losses by about 53 million yuan compared to the previous year, attributed to delayed payments in spatiotemporal data and information technology business, as well as unresolved debt issues [1]

Group 1: Business Overview - The company provides a comprehensive industry solution integrating high-precision positioning cloud platforms, equipment, thematic maps, and CORS construction and operation services, targeting multiple industries [1] - The company has developed a full-stack service for safety monitoring and protection applications, utilizing wireless communication, computer technology, and geotechnical sensors to enhance disaster perception and early warning capabilities [2] Group 2: Industry Applications - For the hydrology and water conservancy sectors, the company integrates underwater sonar detection and 3D laser technology to create a comprehensive sensing solution for water resource management and disaster prevention [2] - In the railway sector, the company offers safety protection solutions based on high-precision positioning technology, enhancing operational safety and efficiency through real-time monitoring and intelligent dispatching [3] Group 3: Intelligent Driving and Navigation - The company provides high-precision positioning products and solutions for passenger cars, agricultural machinery, and engineering vehicles, achieving real-time guidance and automatic control with an accuracy of 2.5 cm [4] - By the end of 2025, the company has delivered over 1 million units of intelligent driving high-precision positioning products, with significant growth in revenue from this sector [5] Group 4: International Business Development - The company has expanded its overseas market presence, focusing on Asia, South America, and Europe, benefiting from the "Belt and Road" initiative and competitive pricing of domestic products [5] - Despite a decline in overseas revenue due to intensified price competition, the company has adjusted its marketing strategies and promoted high-margin products to mitigate impacts on profitability [5] Group 5: Financial Performance and Challenges - The company anticipates a net profit loss for 2025, primarily due to a decline in revenue from precision time-space perception equipment and high-precision applications, with an expected decrease of approximately 100 million yuan [6] - Asset impairment losses are projected to increase by about 53 million yuan due to delayed payments in time-space data and information services [6]

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]