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显盈科技(301067.SZ)拟出售奥康银华5%股权 聚焦核心业务
智通财经网· 2025-12-09 10:10
智通财经APP讯,显盈科技(301067.SZ)公告,公司将所持有的江苏奥康银华科技有限公司(简称"奥康银 华")5%股权以2282.3万元转让给孙岩、王彩娣。江苏奥康银华科技有限公司为集成电路企业,主要细分 领域包括通信芯片和导航芯片,提供芯片、模块和终端产品的一体化解决方案。受市场培育周期及资源 投入节奏等因素影响,截至目前,公司与奥康银华暂未开展实质性业务协同。 据悉,本次出售事项旨在优化资源配置并聚焦核心业务发展。 ...
【行业深度】洞察2025:中国北斗导航行业竞争格局及市场份额(附市场份额、企业竞争力分析等)
Qian Zhan Wang· 2025-11-13 02:09
Core Insights - The article discusses the competitive landscape and market dynamics of the Beidou navigation industry in China, highlighting key companies, revenue figures, and market concentration levels. Group 1: Industry Competitive Landscape - The Beidou navigation industry features a tiered competition structure based on registered capital, with companies like Haige Communication, Siwei Map, and others in the first tier, having over 1 billion yuan in capital [1] - The second tier includes companies with registered capital between 500 million and 1 billion yuan, while those with less than 500 million yuan fall into the third tier [1] - Major companies such as Huace Navigation, Hezhong Shizhuang, and Tongyu Communication are projected to achieve over 500 million yuan in Beidou-related revenue by the first half of 2025, leading the industry [5][14] Group 2: Market Share and Concentration - In 2024, market shares for leading companies are relatively low, with Huace Navigation at 2.4% and others like Hezhong Shizhuang and Beidou Star Communication ranging from 0.3% to 1% [9] - The overall market concentration in the Beidou navigation industry is low, with the top three companies holding only 4.2% of the market share and nine representative companies collectively holding 6.9% [11] Group 3: Company Revenue and Business Focus - Revenue figures for the first half of 2025 indicate that Huace Navigation leads with 1.83 billion yuan, followed by Hezhong Shizhuang at 660 million yuan and Tongyu Communication at 520 million yuan [15] - The primary focus of these companies remains on domestic markets, with significant emphasis on navigation chips and systems [14][15] Group 4: Competitive Dynamics - The Beidou navigation industry is characterized by a large number of small to medium-sized enterprises, leading to intense competition and a low concentration ratio [17] - Despite existing technological barriers, the industry is in a rapid growth phase, attracting external entrants [17] - The supply chain dynamics show that upstream suppliers of essential components like chips have significant bargaining power due to high technical requirements [17]