Core Viewpoint - The company Zhonghaidah (300177.SZ) has delivered over 700,000 sets of intelligent driving positioning hardware and software products to automotive enterprises as of September 30 this year, indicating a significant scale of delivery in the high-precision positioning sector for autonomous driving [1] Group 1: Company Performance - Zhonghaidah has cumulatively delivered over 1.6 million sets of intelligent driving positioning products since the mass production began in 2021 [1] - The revenue from this segment remains a small proportion of the company's overall revenue, suggesting potential growth opportunities in the future [1] Group 2: Market Comparison - The company faces scrutiny regarding its delivery numbers compared to competitors like Huace Navigation, which has disclosed specific delivery and revenue figures for 2024 and 2025 [1] - There are concerns raised by investors about whether Zhonghaidah is lagging behind Huace Navigation in terms of sales and delivery volume in the high-precision positioning market for autonomous driving [1]
中海达:公司已累计向车企提供智能驾驶位置感知相关的软硬件产品交付量超160万套