2025年5月，全迹科技一款能"感知生命"的UWB车载监测系统正式量产上车，应用于某知名日系合资品牌车型。这并非简单的技术应用，而是定位技术从 冰冷坐标点进化为"有温度空间智能"的关键标志。该系统如同无形的守护者，精准排查座椅下方、脚坑盲区等视觉死角，生动诠释了高精度定位正经历一 场静默革命——从"工具"蜕变为如同百年前电力网络一样的核心"基础设施"，UWB、AOA等技术正在重新定义空间的"智商"。 这场蜕变的战略意义正日益凸显。随着物联网与智慧城市发展，位置数据已成为产业数字化的核心要素（70%物联网数据与之相关）。然而，我国高达 80%的人类活动发生在室内外复杂场景中，传统GPS在此类环境下往往完全失效，形成亟待解决的"最后一公里"盲区。因此，发展自主可控的高精度定位 技术，不仅是填补关键盲区、赋能空间智能未来的产业刚需，更是关乎国家安全的重要战略。 高精度定位的核心价值在于解决了复杂室内外空间中"最后一米"的定位难题。与传统定位技术相比，高精度定位实现了从"区域感知"到"点位感知"的质 变，它不仅需要提供三维坐标（含垂直楼层高度），还需具备实时动态更新（Hz级刷新率）和复杂环境抗干扰能力。 正是这种提供 ...

Core Viewpoint - The strategic cooperation between Six Points Technology and AAC Technologies aims to enhance high-precision positioning and intelligent applications, marking a significant step towards collaborative innovation in the high-precision positioning industry [2][6]. Group 1: Strategic Cooperation - The signing ceremony for the strategic cooperation took place in Wuhan, with representatives from both companies present [2]. - The collaboration will focus on establishing a synergistic innovation mechanism to promote the development of high-precision positioning technology [2][6]. Group 2: Market Potential - Six Points Technology's CEO expressed strong confidence in the application prospects of high-precision positioning in automotive and embodied intelligence sectors, particularly in humanoid and general robotics [4]. - The demand for high-precision positioning is driven by the upgrading of smart hardware devices such as automobiles, smartphones, and humanoid robots, which enhances intelligent perception capabilities [2][4]. Group 3: Technological Capabilities - Six Points Technology specializes in high-precision positioning products that are compatible with multiple satellite navigation systems, including Beidou, GPS, Galileo, and GLONASS [4]. - The company offers a range of integrated hardware and software solutions, including GNSS modules, IMU modules, and T-BOX terminals, tailored to various industry needs [4]. Group 4: AAC Technologies' Strengths - AAC Technologies is a leader in sensory experience solutions, focusing on technological innovation across various fields, including acoustics, optics, and sensors [5]. - The company has established strategic partnerships with domestic and international clients, actively engaging in sectors such as smart automotive, low-altitude economy, and IoT [5]. Group 5: Future Outlook - The ongoing strategic cooperation is expected to leverage the strengths of both companies, aiming for innovative breakthroughs that enhance high-precision positioning service capabilities [6]. - The collaboration will focus on promoting the application of core components in high-precision positioning, emphasizing low-cost, high-quality, and reliable products and services to advance China's smart industry [6].

中海达 20250429 Q&A 请介绍一下中海达在 2024 年及 2025 年第一季度的经营情况。 中海达主要从事高精度定位技术相关产业链的硬件产品研发、制造和销售。公 司业务涵盖卫星定位、激光雷达、声纳、光电、惯导等核心技术，并构建了完 整的技术链条，从底层硬件到上层算法，再到行业解决方案。经过多年的发展， 公司已成为全球高精度导航定位领域的主流企业之一，形成了海陆空天室内外 全方位高精度定位技术产业布局。 2024 年度，中海达实现营收 12.2 亿元， 同比增长 2.8%。净利润略微亏损，主要原因是时空信息数据化业务招投标及 交付验收环节出现延迟，客户回款未达预期，导致合同资产和应收坏账回收风 险增大，公司基于谨慎性原则对相应资产进行了计提。2025 年第一季度，公 司实现营收 1.52 亿元，同比增长 30.6%，业绩有所改善。 • 公司看好低空经济发展，认为无人机载体航空测量业务带来机会，公司在 数据地图等方面具备基础能力。深海经济市场需求尚不清晰，需进一步观 察。 • 中海达自主研发芯片、激光器等核心器件，高精度定位终端芯片采购国内 厂家产品，自研激光头应用于军用设备。车规级芯片和惯性测量单元 ...

Core Insights - The company reported a significant improvement in profitability for the year 2024, with a narrowed net loss of 12.45 million yuan, an increase of 97.08% year-on-year [1] - The fourth quarter showed outstanding performance, with total revenue of 481 million yuan, up 60.27% year-on-year, and a net profit of 13.32 million yuan, up 103.28% year-on-year [2] - The net cash flow from operating activities reached 102 million yuan, a substantial increase of 377.43% compared to the previous year, driven by improved collection efforts and a higher proportion of high-precision positioning equipment and solutions [3] - The company achieved notable cost control and expense optimization, with the ratio of operating expenses to revenue at 30.84%, down 26.22% year-on-year, and significant reductions in management and financial expenses [4] - The main business revenue was dominated by high-precision positioning equipment and industry solutions, accounting for 1.051 billion yuan, or 86.21% of total revenue, with a gross margin of 43.27% [5]