Group 1 - The core viewpoint of the article highlights that Zhonghaidah is set to deliver over 1 million units of its high-precision positioning products for intelligent driving by November 10, 2025 [1] - The company has successfully secured a project with a subsidiary of Geely for its Inertial Measurement Unit (IMU), which has entered mass production and delivery [1] - Revenue from the IMU business has increased by over 100% year-on-year [1]

中海达（300177.SZ）1月19日在投资者互动平台表示，您好，公司的惯性测量单元（IMU）为机器人提 供实时的三维空间姿态感知，为机器人的平衡控制和移动提供保障，谢谢。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司在机器人领域有何布局？ ...

Core Viewpoint - The company is actively advancing its "sensor industry forest" strategy in the field of robotic sensors, focusing on developing multi-modal fusion sensing solutions through collaboration with ecosystem partners like Beimi Sensor [1] Group 1: Robotic Sensors - The company is developing a six-dimensional force sensor in conjunction with Beimi Sensor's inertial measurement unit (IMU) for integration and solution validation in various robotic applications [1] - The goal is to create a more comprehensive environmental perception and motion control capability, providing systematic solutions for high-end equipment, including humanoid robots [1] Group 2: Commercial Aerospace Market - The company is monitoring opportunities in the commercial aerospace support market and maintaining technical exchanges and demand alignment with relevant ecosystem partners [1] - As of now, this sector has not yet generated significant revenue or major business contracts, and the related layout is still progressing steadily [1]

Core Viewpoint - The company Zhonghaidah is currently in the small-batch trial production stage of its Inertial Measurement Unit (IMU), which provides real-time three-dimensional spatial awareness for robots, ensuring balance control and movement [1] Company Summary - Zhonghaidah's IMU technology is designed to enhance the performance of embodied robots by offering critical spatial awareness [1] - The current application of the IMU in embodied robots is still in the early stages of production, indicating potential for future growth and development in this sector [1]

Group 1 - The core viewpoint of the article highlights that Zhonghaidah's Inertial Measurement Unit (IMU) provides real-time three-dimensional spatial awareness for robots, ensuring balance control and movement [2] - The IMU is currently in the small-batch trial production stage for application in embodied robots [2]

Core Viewpoint - The company Zhonghaidah (300177.SZ) is currently in the small-batch trial production phase of its Inertial Measurement Unit (IMU), which provides real-time three-dimensional spatial attitude perception for robots, ensuring balance control and movement [1] Group 1 - The IMU technology is essential for the balance control and movement of robots [1] - The application of IMU in embodied robots is still in the early stages of small-batch trial production [1]

Core Viewpoint - The company Zhonghaidah (300177.SZ) is currently in the small-batch trial production phase of its Inertial Measurement Unit (IMU), which provides real-time three-dimensional spatial attitude perception for robots, ensuring balance control and movement [1] Group 1 - The IMU technology is essential for the balance control and movement of robots [1] - The application of IMU in embodied robots is still in the early stages of small-batch trial production [1]

Core Viewpoint - The company, Zhonghaidah, has developed an Inertial Measurement Unit (IMU) that provides real-time three-dimensional spatial awareness for robots, ensuring balance control and mobility [2] Group 1: Technology Development - The company has invested years in research and development of satellite navigation, laser radar, sonar detection, and automotive-grade inertial navigation technologies, achieving mastery of core underlying technologies [2] - The IMU products are recognized for their autonomy, anti-interference, and continuity, making them essential components for high-precision positioning in autonomous driving [2] Group 2: Market Application - The IMU is currently in the trial production stage for application in embodied robots, indicating ongoing development and potential future market expansion [2]

Core Insights - The Chinese Inertial Measurement Unit (IMU) industry is experiencing rapid growth, with a market size projected to reach approximately 5.236 billion yuan in 2024, reflecting a year-on-year increase of 8.61% [1][6][10] - This growth is driven by strong demand from downstream applications such as aerospace, intelligent driving, and high-end industrial equipment, alongside continuous breakthroughs in core technologies by domestic companies [1][6][10] - The industry is transitioning from a "follower" to a "runner" position, with expectations for further advancements in precision, reliability, and system integration capabilities [1][6][10] Industry Overview - The IMU serves as the foundation of navigation systems, providing raw angular velocity and acceleration data, but cannot be used alone for navigation due to cumulative errors [2][3] - The IMU is often combined with other systems like GNSS to achieve stable and high-precision navigation [2][3] Market Size - The IMU industry in China is on a fast track, with a market size expected to reach about 5.236 billion yuan in 2024, marking an 8.61% increase from the previous year [1][6][10] - The growth is attributed to robust demand from various sectors and advancements in MEMS technology and high-precision optical fiber gyroscopes [1][6][10] Key Companies - Chipon Technology (芯动联科) leads the high-end market with its high-performance MEMS inertial sensors, achieving a zero bias stability of 0.001°/h [7][9] - Huayi Technology (华依科技) focuses on high-precision inertial products and has reported a revenue of 386 million yuan in the first three quarters of 2025, a 30.29% increase year-on-year [7][9] - Anhui Chipon Technology (安徽芯动联科) is the only domestic company to achieve mass production of navigation-grade MEMS inertial sensors, significantly impacting national defense and industrial sectors [9] Industry Development Trends 1. **Technological Iteration and Performance Breakthroughs**: The industry is undergoing a technological upgrade, with companies achieving navigation-grade products nearing international standards [10][11] 2. **Diversification of Application Scenarios**: The demand for IMUs is expanding in areas such as autonomous driving, humanoid robots, and low-altitude economy, with the number of IMUs per vehicle expected to increase [11][12] 3. **Optimization of the Supply Chain and Domestic Substitution**: Companies are focusing on chip design and production capabilities, enhancing self-sufficiency in critical components despite ongoing technology restrictions [12]

Core Viewpoint - The company, Guangzhou Zhonghaidah Satellite Navigation Technology Co., Ltd., focuses on high-precision navigation and positioning technology, offering a comprehensive range of products and solutions across three core business segments: spatiotemporal perception equipment, Beidou high-precision industry applications, and intelligent driving and navigation control [1][2]. Business Segments Summary Spatiotemporal Perception Equipment - The company provides high-precision positioning equipment and solutions primarily for industries such as natural resources and construction, utilizing technologies like high-precision satellite positioning and LiDAR to deliver intelligent solutions with millimeter to centimeter measurement accuracy [4]. Beidou High-Precision Industry Applications - Zhonghaidah employs a "product + scenario application" model, offering integrated solutions that include a Beidou high-precision positioning cloud platform and operational equipment, aimed at enhancing safety monitoring and digital transformation across various industries [3]. Intelligent Driving and Navigation Control - This segment has shown significant growth, with over 1 million high-precision positioning products delivered in 2025, including partnerships with major automotive manufacturers. The company is also expanding its presence in engineering machinery and agricultural machinery control, establishing a sales network in Europe and Asia [5].