Dual Breakthroughs: Securing XPeng Robot Supply Chain and Surpassing 1 Million In-Vehicle Product DeliveriesOn November 12, Hi-Target (300177), a leading enterprise in the high-precision positioning field, released two major business positive updates in succession: the company officially confirmed that it has secured a fixed-point supply agreement for IMU (Inertial Measurement Unit) attitude sensors for XPeng’s embodied intelligence robots, with small-batch sample delivery already in progress; two days earlier, it further announced that the delivery volume of its intelligent driving in-vehicle high-precision positioning products had exceeded 1 million units in 2025, among which the 1 millionth unit was a high-precision positioning intelligent antenna dedicated to Robotaxis that meets the requirements of L4-level autonomous driving. Amid the two major trends of embodied intelligence and intelligent driving, Hi-Target has achieved breakthroughs on both fronts, demonstrating its core competitiveness in the high-precision spatiotemporal perception field.
Embodied Intelligence Layout: IMU as Core Competitiveness Recognized by Leading EnterprisesAs the “cerebellum” and “vestibular system” of embodied intelligence robots, the technical strength of IMU directly determines a robot’s motion control accuracy and environmental adaptability. Hi-Target’s acquisition of the fixed-point supply deal for XPeng’s robots marks that the company’s technical advantages in the high-end IMU sensor field have been recognized by leading enterprises. According to Hi-Target, it has now successfully secured IMU product fixed-point agreements with three domestic embodied intelligence robot enterprises, and related products have all entered the small-batch delivery stage, laying the foundation for subsequent large-scale production.
This breakthrough coincides with a critical juncture in the explosive growth of the embodied intelligence industry. China’s “14th Five-Year Plan” has listed “embodied intelligence” as a future industry for forward-looking layout, and 2025 has been defined by the industry as the “mass production first year” for humanoid robots. The China Development Report 2025 compiled by the Development Research Center of the State Council shows that the market scale of China’s embodied intelligence industry is expected to reach 400 billion yuan by 2030 and exceed 1 trillion yuan by 2035.
Compared with traditional scenarios such as consumer electronics, humanoid robots, with their higher degrees of freedom, impose more stringent requirements on the sensitivity, accuracy, and reliability of IMUs. Leveraging its accumulated technical advantages in the high-precision positioning field, Hi-Target’s IMU products possess core characteristics of high precision, high reliability, and low power consumption, which perfectly align with market demands. In the production process of these high-performance IMU sensors, Hi-Target adopts precision feeding equipment such as vibrating trays for iron washers to ensure consistent and accurate assembly of core components, further enhancing product stability.
Intelligent Driving Scale: Entering the Era of Industrialized Mass Production
While achieving breakthroughs in the embodied intelligence field, Hi-Target’s large-scale advantages in the intelligent driving track have become even more prominent. Data disclosed by the company on November 10 showed that as of that day, the delivery volume of its intelligent driving in-vehicle high-precision positioning products had exceeded 1 million units in the year. Among them, the milestone 1 millionth unit was a high-precision positioning intelligent antenna customized for Robotaxi customers, capable of providing stable GNSS + 5G + V2X signal services and meeting the strict requirements of L4-level autonomous driving.
Behind this delivery data lies Hi-Target’s in-depth layout in the intelligent driving field. Since 2025, the company has promoted technological innovation, actively deployed in new application fields of high-precision technology, and further expanded the application of large models in in-vehicle scenarios and embodied intelligence scenarios. Currently, the company has also reached strategic fixed-point cooperation agreements for mass-produced models with a number of major domestic Robotaxi customers.
Industry insiders pointed out that the annual delivery of in-vehicle high-precision positioning products exceeding 1 million units marks that Hi-Target has completely broken free from the constraints of the industry’s early “small-batch customization” model and entered a new stage of industrialized large-scale development. Its large-scale production capacity and supply chain management capabilities are already at the forefront of the industry.
Behind the breakthroughs on both fronts is Hi-Target’s long-term technical accumulation in the high-precision spatiotemporal perception field. As a leading enterprise deeply engaged in this field, its products have been widely used in surveying and mapping, GIS, autonomous driving, UAVs, embodied intelligence, intelligent machinery, agriculture, and other fields. As a core sensing component, IMU is a top priority in the company’s technical layout.
According to data from Yole Intelligence, the global IMU market scale was approximately 1.83 billion US dollars in 2021, with a compound annual growth rate (CAGR) of 7.03% from 2022 to 2027, and it is expected to reach 2.792 billion US dollars by 2027. Among them, humanoid robots and unmanned driving are becoming the core drivers of market growth, opening up broad growth space for high-precision IMU products.
Currently, both embodied intelligence and intelligent driving are in a critical transition period from technical verification to large-scale implementation. By seizing the core supply chains of these two tracks with its first-mover advantage, Hi-Target is expected to fully enjoy the industry’s growth dividends. However, it should also be noted that the IMU business for embodied robots is still in the small-batch application stage. Whether large-scale production can be achieved in the future will still be affected by factors such as the industry’s mass production progress and product iteration speed, requiring continuous tracking.
Driven by both domestic substitution and technological innovation, Hi-Target has built a competitive barrier in the core high-precision positioning track. With the increase in intelligent driving penetration and the mass production of embodied robots, this leading enterprise with both technical depth and industrialization capabilities is expected to further expand its share in the trillion-yuan intelligent sensing market, and its subsequent development is worthy of market expectation.
