Group 1 - The photoresist sector experienced an increase of 1.67% [1] - Among the companies, Fuchuang Precision rose by 13.89% [1] - Guofeng New Materials increased by 10.02% [1] - Yongxin Optical saw a rise of 7.02% [1] - Yintan Zhikong, Xinqi Micro, and Xinyuan Micro all increased by over 5% [1]

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]

Group 1 - Yongxin Optical's stock price increased by 0.9% to 116.00 CNY per share, with a trading volume of 158 million CNY and a turnover rate of 1.23%, resulting in a total market capitalization of 12.869 billion CNY [1] - The stock has risen for three consecutive days, with a cumulative increase of 6.71% during this period [1] - Yongxin Optical, established on February 21, 1997, and listed on September 10, 2018, specializes in the research, production, and sales of optical microscopes, optical components, and other optical products [1] Group 2 - Noan Fund's Noan Pioneer Mixed A (320003) entered the top ten circulating shareholders of Yongxin Optical, holding 1.1857 million shares, which is 1.07% of the circulating shares [2] - The fund has generated a floating profit of approximately 1.2213 million CNY today and 8.6441 million CNY during the three-day increase [2] - Noan Pioneer Mixed A was established on December 19, 2005, with a current scale of 3.914 billion CNY, and has achieved a year-to-date return of 13.67% [2]

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。 ...

Core Viewpoint - Yongxin Optical (603297) is actively supporting national aerospace major engineering strategies by manufacturing optical lenses for significant satellite missions and contributing to space life science research [1] Group 1: Company Initiatives - The company has undertaken the manufacturing of optical lenses for the "Chang'e 2," "Chang'e 3," and "Chang'e 4" satellite missions [1] - The first domestic "Space Microscope" developed by the company has been installed in the Chinese space station [1] Group 2: Industry Contribution - The company's efforts are aimed at providing support for aerospace engineering and space life science research [1]

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。 ...

Core Insights - The global LiDAR market is projected to reach 51.2 billion yuan by 2024, doubling from previous years [4] - The supply of LiDAR is expected to increase significantly, with shipments forecasted to reach approximately 6.6 million units in 2025 and 79.34 million units by 2030 [6] - The primary application of LiDAR technology is in laser scanning, which accounts for 46% of the market [8] - The Asia-Pacific region is anticipated to hold the largest market share in LiDAR, accounting for 36.14% by 2024 [10] Industry Overview - LiDAR, short for Light Detection and Ranging, is an advanced sensing technology that combines laser and modern photodetection techniques [1] - LiDAR can be categorized into three types: mechanical, hybrid solid-state, and solid-state, with solid-state LiDAR gaining popularity due to its compact size [1] Market Dynamics - The global LiDAR market is experiencing steady growth, with a significant increase in demand across various sectors, including autonomous vehicles, industrial applications, drones, and robotics [8] - The downstream applications of LiDAR are primarily divided into surveying and navigation, with high-precision mapping and terrain surveying being key components [8]

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]