Core Viewpoint - The Chinese lightning positioning industry is experiencing a critical development phase characterized by accelerated technological iteration, deepening application scenarios, and steady market expansion, with a projected market size of approximately 125 million yuan in 2024, representing a year-on-year growth of 7.76% [1][9]. Industry Overview - Lightning positioning instruments are meteorological monitoring devices that utilize the characteristics of lightning radiation to automatically detect and locate lightning discharge parameters, providing real-time data on lightning occurrence [2]. - The core functions include recording the time, location, intensity, and polarity of lightning strikes, supporting all-weather and long-term continuous operation [2]. Industry Development History - The industry has evolved through three major stages: the initiation of automatic lightning observation research in the 1970s, the introduction of the first magnetic direction system in 1990, and the establishment of a national lightning detection network in 2007 [4][5]. Industry Chain - The upstream of the lightning positioning industry includes raw materials and components such as integrated circuit chips, sensors, and GPS modules. The midstream involves the production and manufacturing of lightning positioning instruments, while the downstream applications span meteorological monitoring, power, aerospace, and research [6]. Market Size - The lightning positioning industry is currently in a phase of technological breakthroughs and large-scale applications, with a market size expected to reach 125 million yuan in 2024, reflecting a 7.76% increase from the previous year [1][9]. Key Enterprises' Performance - The industry is characterized by a competitive landscape where leading companies like Beijing Huayun Oriental Detection Technology Co., Ltd. and Sichuan Zhongguang Lightning Protection Technology Co., Ltd. are making significant advancements in precision and application [11]. - Zhongguang Lightning Protection reported a revenue of 348 million yuan in the first three quarters of 2025, marking an 11.58% increase year-on-year, with a net profit growth of 342.89% [11]. Industry Development Trends 1. **Technological Innovation**: The industry is transitioning from 2D to 3D monitoring systems, with advancements in precision and real-time identification of thunderstorm activities expected by 2025 [12]. 2. **Value Chain Reconstruction**: The industry is shifting from hardware sales to data services, with a focus on comprehensive service models that include monitoring network construction and data operation [13]. 3. **Application Scenario Expansion**: New application areas are emerging, particularly in renewable energy facilities and defense, with a growing need for real-time lightning monitoring [14].