Changan Automobile will be equipped with lidar in 100,000-class models, and its penetration rate in the industry will be greatly increased

① Chang ‘an Automobile Chairman Zhu Huarong said at Chang’ an Automobile Intelligent Strategy Conference on February 9 that Chang ‘an Automobile will equip its 100,000-class models with lidar starting this year.
② Shenwan Hongyuan Securities pointed out that as the price of lidar products rapidly drops to the 1,000 yuan level, lidar is expected to be used as a “safety component” for autonomous driving to significantly increase the configuration rate.

Chang ‘an Automobile Chairman Zhu Huarong said at Chang’ an Automobile Intelligent Strategy Conference on February 9 that Chang ‘an Automobile will equip its 100,000-class models with lidar starting this year to increase the AEB collision avoidance speed to 135km/h. The Avita 07pro+ model will also be launched in the near future, equipped with Huawei Gankun Intelligent Driving and Hongmeng Systems.

Lidar has a broad application field. As one of the key sensor equipment, Lidar continues to penetrate into driverless driving, intelligent transportation, robots, smart homes and other fields, and demand continues to grow. Shenwan Hongyuan Securities pointed out that as the price of lidar products rapidly drops to the 1,000 yuan level, lidar is expected to be used as a “safety component” for autonomous driving to significantly increase the configuration rate. The leading players of lidar have product layouts oriented towards robots, further opening up space for long-term volume. There have been many changes in the lidar industry recently. 2025 will be a critical year for the entire intelligent driving, including lidar. The core key point is to reduce the price to 1,000 yuan in on-board capacity + the implementation of robot scenes.

According to the Cailian theme library, among the relevant listed companies:

Obi zhongguangIt said that for various types of robots, including humanoid robots and robot dogs, the company can provide full-technology route 3D vision sensors and visual perception solutions such as monocular/binocular structured light, lidar, and iToF.

Yongxin OpticsLIDAR optical components products are mainly used in unmanned vehicles, ADAS, service-oriented robots, smart cities, low-altitude aircraft and other scenarios.

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