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Ningbo Yong Xin Optics (603297.SH): The lenses and Radar of the helmet-mounted super long-range situational awareness system of the sixth-generation aircraft do not belong to the company's products.
On January 20, Gelonghui reported that Ningbo Yong Xin Optics (603297.SH) stated on the investor interaction platform that the lenses and radar of the sixth-generation helmet-mounted situational awareness system do not belong to the company's products. The company's Lidar optical component products are mainly used in scenarios such as Self-Driving Cars, ADAS, service robots, Smart City, and low-altitude aircraft.
Express News | Lithography concept stocks have fluctuated upward, and Ningbo Yong Xin Optics reached the daily limit in the afternoon.
Ningbo Yong Xin Optics (603297): Yongyi Breakthrough, New Light Shines Bright.
Investment highlights Lidar actively layout. The onboard camera is the most widely used and cost-effective Asia Vets technology in the automotive sensing system, and it is a core component of advanced driver assistance systems (ADAS) and autonomous driving. The automotive market has a huge base.
Ningbo Yong Xin Optics (603297.SH) Shareholder Jiamu News has completed the shareholding period, reducing holdings by 0.2 million shares.
Ningbo Yong Xin Optics (603297.SH) announced that the Shareholder Jiamo News has reached the end of the shareholding period and has reduced its shares in the company...
Sinolink Lidar Industry Depth: One of the strongest β in advanced intelligent driving, performance entering the realization period.
Sinolink predicts that by 2029, the Lidar market will reach 3.631 billion dollars, with a CAGR of 39.4%. Among them, the Lidar market for Passenger Vehicles and Light Commercial Vehicles is 2.993 billion dollars, with a CAGR of 65%.
Ningbo Yong Xin Optics (603297) conducts an in-depth report on the Ningbo series: A beacon of domestic high-end microscopes, focusing on building an optical "dual engine".
Core view: The leading domestic high-end optical microscope is deeply benefiting from the large-scale equipment updates and renovations. According to the State Council Information Office, in the next five years (2024-2029), central enterprises are expected to allocate a total investment of over 3 trillion for large-scale equipment updates and renovations.
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