亚光科技（300123）11月24日早间披露，公司按照相关法律程序进行董事会换届选举。据悉，公司新一 届(第六届)董事会将由3名非独立董事、2名独立董事和1名职工代表董事组成，其中1名职工代表董事由 职工代表大会选举产生。此番，公司董事会同意提名胡代荣女士、饶冰笑女士、李基先生为第六届董事 会非独立董事候选人；提名熊超先生、沈晓峰先生为公司第六届董事会独立董事候选人。 证券时报.e公司记者注意到，从上述董事候选人名单来看，亚光科技实际控制人、董事长李跃先将不会 参选公司董事。李跃先之子李基则在7月份出任公司副总经理后，即将进驻公司董事会。上市公司的管 理权交班正在加速。 三名非独立董事候选人中，胡代荣系亚光科技的老员工。她自2012年2月起进入公司，先后任珠海太阳 鸟游艇制造有限公司技术副总经理，亚光科技总工程师、技术副总经理、营销副总兼总工程师。2017年 4月起先后任亚光科技总经理、董事等职务。目前，她正代理公司董事长职务。 饶冰笑自2021年至今任亚光科技副总经理、董事会秘书、财务总监，现兼任成都华光瑞芯(亚光电子下 属企业)董事。 李基出生于1990年，研究生学历。今年7月，亚光科技公告称，结合公司实 ...

Core Viewpoint - The article discusses the increasing interest of investment firms, particularly金沙江创投, in the underwater robotics sector, following their exit from humanoid robotics due to unclear commercialization paths. This shift suggests a more promising application and commercialization potential for underwater robots [1][5]. Company Overview - 世航智能, established on May 26, 2023, is a comprehensive developer of underwater robots and intelligent unmanned equipment, focusing on research, production, sales, and service [2]. - The founder and CEO, 陈晓博, is a highly qualified engineer with numerous accolades, including the National Defense Science and Technology Progress Award and multiple championships in robotics competitions. Under his leadership, the company has developed over 180 intellectual properties related to underwater robotics [2]. - 世航智能's underwater robots have achieved stable, high-speed, and fully autonomous operations, with applications in various underwater scenarios, including cleaning, transportation, resource exploration, and infrastructure maintenance [2]. Market Potential - The underwater robotics market is projected to be a significant growth area, with the global market expected to exceed $12 billion by 2024, driven by increasing demand for underwater exploration, maintenance, and monitoring [5][6]. - In China, the underwater robotics market is rapidly expanding, with a forecasted growth from 3.163 billion yuan in 2021 to over 40 billion yuan by 2027, reflecting a compound annual growth rate of 25% [6]. - The primary types of underwater robots include Remotely Operated Vehicles (ROVs) and Autonomous Underwater Vehicles (AUVs), with significant applications in exploration, maintenance, and research [6]. Investment Insights - 金沙江创投's investment in 世航智能 indicates a belief in the clearer commercialization prospects of underwater robotics compared to humanoid robotics, which faced skepticism regarding their market viability [3][5]. - The investment firm highlights the necessity for robots to replace human labor in complex underwater environments, emphasizing the technological advancements and engineering experience of the 世航智能 team [3].

Core Insights - Jinsha River Ventures is shifting focus from humanoid robots to underwater robots, indicating a clearer commercial path for the latter [1][2] - Suzhou Shihang Intelligent Technology Co., Ltd. has successfully raised 50 million yuan in angel and Pre-A rounds, attracting significant investment from various firms [1][2] - The underwater robot market is projected to grow rapidly, with China's market expected to exceed 40 billion yuan by 2027, driven by demand in multiple sectors [3][4] Company Overview - Shihang Intelligent was founded on May 26, 2023, and specializes in the research, development, production, and sales of underwater robots and intelligent unmanned equipment [1][2] - The company has over 180 intellectual property rights related to underwater robots and intelligent vessels, showcasing its strong R&D capabilities [2] - CEO Chen Xiaobo has a notable background, including awards for his contributions to defense technology and robotics [1][2] Market Potential - The global underwater robot market is expected to surpass $12 billion by 2024, with a high compound annual growth rate anticipated in the coming years [3] - China's underwater robot market is experiencing rapid growth, with projections indicating a compound annual growth rate of 25% from 2021 to 2027 [3][4] - The primary applications for underwater robots include exploration, maintenance, and environmental monitoring, addressing the needs of aging offshore platforms and infrastructure [2][3] Product Types - Underwater robots are categorized into remotely operated vehicles (ROVs) and autonomous underwater vehicles (AUVs), each serving distinct operational roles [4] - ROVs are controlled from the surface and are widely used in various underwater applications, while AUVs operate independently, performing tasks without external control [4] Competitive Landscape - The global underwater robot market is currently dominated by Western manufacturers, presenting significant opportunities for domestic companies to capture market share [4] - Major global players include Oceaneering, Kongsberg Maritime, Lockheed Martin, SAAB Group, and TechnipFMC, which collectively hold about 52% of the market [4] - Shihang Intelligent aims to enhance China's self-sufficiency in high-end marine engineering equipment, currently at less than 5% [4]