Core Viewpoint - The Robotaxi industry is moving towards large-scale commercialization, with digital lidar technology expected to capture over 90% of the market share by 2026 [6][10][49]. Group 1: Robotaxi Development and Market Trends - The current development of Robotaxi emphasizes safety, with lidar being a crucial component for 24/7 operation [2][6]. - The transition from mechanical to solid-state and now to digital lidar is driven by the need for cost-effective and safe solutions for Robotaxi deployment [3][10]. - By 2026, the Robotaxi market is anticipated to experience significant growth, with a projected 3 to 5 times increase in market size [49][51]. Group 2: Technological Advancements in Lidar - Digital lidar technology is evolving, with features integrated into chips, enhancing performance and reducing costs [10][41]. - The company has successfully developed self-researched SPAD-SoC chips that have passed automotive-grade reliability certification, marking a significant milestone [4][10]. - The digital lidar products are designed to meet the high standards required for fully autonomous vehicles, ensuring safety and operational efficiency [30][41]. Group 3: Strategic Partnerships and Customer Engagement - The company has established deep partnerships with leading Robotaxi firms, providing tailored support and co-development to address specific challenges [4][20][25]. - The shift from retrofitting to front-mounted production models is crucial for scaling Robotaxi operations, aligning with market demands [16][50]. - The company has built trust with clients through proactive engagement and support, which has led to securing significant orders from major players like Didi and Baidu [6][27][52]. Group 4: Future Outlook and Industry Position - The company is confident in achieving over 90% market share in the Robotaxi lidar segment due to its technological advantages and production capabilities [6][10]. - The anticipated growth in the Robotaxi sector is supported by advancements in technology and favorable regulatory developments [49][51]. - The company aims to maintain its leadership position by continuously innovating and adapting to market needs, focusing on long-term partnerships rather than short-term profits [20][28].

格隆汇12月22日丨陕西华达(301517.SZ)在互动平台表示，公司产品广泛应用于航空航天、武器装备、 通讯等领域，此外，连接器应用范围广泛，可广泛应用于汽车行业、新一代通讯技术及无人机等方向， 公司已取得车规级连接器认证，将不断加大研发能力建设，持续加大市场推广力度，不断扩宽民品市场 规模。 ...

Core Viewpoint - Shaanxi Huada (301517.SZ) is actively expanding its product applications in various sectors, including aerospace, weaponry, and communications, while also focusing on the automotive industry and new-generation communication technologies [1] Group 1: Product Applications - The company's products are widely used in aerospace, weaponry, and communications [1] - Connectors have a broad application range, including the automotive industry, new-generation communication technologies, and drones [1] Group 2: Certifications and Development - The company has obtained automotive-grade connector certification [1] - There is a commitment to continuously enhance research and development capabilities [1] Group 3: Market Expansion - The company aims to increase market promotion efforts and expand the scale of its civilian product market [1]

Core Insights - Xiaopeng has developed its own Turing AI chip, which has passed the most stringent international automotive-grade certification systems [1] Group 1: Certification Achievements - The chip has received ASIL-B functional safety certification [1] - It has undergone AEC-Q100 reliability testing [1] - Functional safety complies with ISO26262 ASIL-D highest standard [1] - The production process meets IATF16949 automotive quality system standards [1]