智能感知技术

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吉林省长春市芯光产业园:建成新兴产业集聚区
Ke Ji Ri Bao· 2025-08-26 00:56
目前,在园企业达69家,其中高新技术企业21家,专精特新企业16家,吉林省种子独角兽企业1家,雏 鹰企业2家,瞪羚企业4家。2024年,园区企业营业收入5.27亿元。未来,长春芯光产业园将继续强化集 聚效应,加强与国内先进园区的交流与合作,努力打造智能感知技术高地和产业集聚地。 长春理工大学与长春净月高新区合作共建"长春芯光产业园",旨在发挥长春理工大学科研优势,将吉林 省的科教智力资源与优质创新资源紧密融合,推动新兴产业的创新资源集成、产业生态集聚、科技成果 转化、创新创业人才培养和开放协同发展等。 园区先后吸引了光谱芯片、半导体激光器、精准医学、光电医疗设备等领域的企业和项目团队入驻。园 区内设置了数字科技企业加速器、公共技术服务平台集群、光电领域专业孵化器等板块。 ...
【高伟电子(1415.HK)】2024年营收与利润高速增长,手机后摄+可穿戴+机器人打开公司成长空间——2024年度业绩点评
光大证券研究· 2025-03-22 14:46
Core Viewpoint - The company is expected to achieve significant revenue growth in 2024, driven primarily by the expansion of mobile phone rear cameras and the introduction of new iPad models [2] Group 1: 2024 Performance Overview - Revenue for 2024 is projected to reach $2.494 billion, representing a substantial year-on-year increase of 170.0%, mainly due to breakthroughs in ultra-wide and telephoto rear cameras, new iPad models, and LiDAR technology [2] - The gross margin for 2024 is expected to be 11.7%, a decrease of 2.2 percentage points year-on-year, primarily due to pricing pressure from major clients [2] - The net profit for 2024 is forecasted to be $119 million, a year-on-year increase of 155.5%, with a net profit margin of 4.8% [2] Group 2: Production Efficiency and Automation - The company has signed a procurement agreement with Luxshare Precision to purchase automation production equipment worth up to RMB 98 million, aimed at enhancing production capacity and process precision [3] Group 3: 2025 Growth Prospects - In the first half of 2025, the rear camera module business is expected to continue its growth momentum, with further market share gains in the iPad segment [4] - The second half of 2025 will see the launch of the iPhone 17 series, with anticipated upgrades in ultra-wide and telephoto capabilities, potentially increasing average selling prices (ASP) [4] Group 4: Long-term Strategic Outlook - The company plans to expand into foldable screen camera modules and flashlights, and aims to penetrate the main camera segment for iPhones [5] - In the wearable technology sector, the company is positioned to become a core supplier of camera components for AI wearable products, including smart glasses and AR/VR headsets [5] - The company is also looking to deepen its collaboration in the lidar field for autonomous driving and robotics, leveraging its optical packaging technology for enhanced interaction in smart environments [5]