Core Insights - The company SUTENG has achieved a significant milestone by delivering over 150,000 units of laser radar in November [2] - In the automotive sector, SUTENG's EM platform digital laser radar has secured contracts with 13 car manufacturers for 56 vehicle models, including major brands like SAIC Audi and European joint ventures [2] - The EM4+E1 digital combination has been selected for Didi's new generation Robotaxi [2] - In the robotics sector, RoboSense's digital product solutions are being iterated and applied in markets such as unmanned delivery and lawn mowing robots [2]

Core Viewpoint - SUTENG JUCHUANG has achieved significant milestones in laser radar delivery, surpassing 150,000 units in November, indicating strong demand and market penetration in both automotive and robotics sectors [1] Group 1: Automotive Sector - As of November 25, SUTENG JUCHUANG's EM platform digital laser radar has secured contracts with 13 automotive companies, including SAIC Audi and SAIC Zhiji, covering 56 vehicle models [1] - The EM4+E1 digital combination has been selected for Didi's next-generation Robotaxi, showcasing the company's advancements in autonomous driving technology [1] Group 2: Robotics Sector - SUTENG JUCHUANG's digital product solutions are being iterated and applied in markets such as unmanned delivery and lawn mowing robots, reflecting the company's innovation and adaptability in the robotics field [1]

Core Viewpoint - The company SUTENG JUCHUANG has achieved significant milestones in the delivery of laser radar, surpassing 150,000 units in November, indicating strong demand and market penetration in both automotive and robotics sectors [1] Automotive Sector - As of November 25, SUTENG JUCHUANG's EM platform digital laser radar has secured contracts with 13 automotive manufacturers, including SAIC Audi, SAIC Zhiji, North American new energy vehicle companies, and leading European joint venture brands, covering 56 vehicle models [1] - The EM4+E1 digital combination has been selected for Didi's next-generation Robotaxi, showcasing the company's advancements in autonomous driving technology [1] Robotics Sector - In the robotics field, SUTENG JUCHUANG's digital product solutions have been iteratively applied and developed in markets such as unmanned delivery and lawn mowing robots, reflecting the company's innovation and adaptability [1]

Core Insights - RoboSense has achieved a significant milestone by delivering over 150,000 units of its LiDAR technology in November, indicating strong growth in the automotive and robotics markets [1] - The company is the only one globally to have developed a fully self-researched chip for the entire digital LiDAR process, which has received AEC-Q series automotive certification [4] Group 1: Product and Technology - RoboSense has established a unique product matrix of mass-producible digital LiDAR products based on SPAD-SoC and VCSEL digital architecture, supporting advancements in ADAS, Robotaxi, and autonomous delivery sectors [4] - The digital LiDAR products are recognized for their excellent performance, automotive-grade reliability, and high integration, leading to widespread acceptance across multiple fields [4] Group 2: Market Penetration - As of November 25, RoboSense's EM platform digital LiDAR has secured contracts with 13 automotive companies, including major brands like SAIC Audi and North American electric vehicle manufacturers, covering 56 vehicle models [4] - The EM4+E1 digital combination has been selected for Didi's next-generation Robotaxi, showcasing the company's influence in the autonomous driving sector [4] Group 3: Industry Impact - RoboSense's digital product solutions are being iteratively applied in markets such as autonomous delivery and robotic lawn mowers, positioning the company as a key driver of industry growth [4]

Core Insights - RoboSense has achieved a significant milestone with laser radar deliveries surpassing 150,000 units in November, driven by its self-developed chips and advanced digital architecture [1][4] - The company is the only global entity to have developed a complete in-house chip solution for digital laser radar, which has received AEC-Q series automotive certification [4] Group 1: Product and Technology - RoboSense has established a unique product matrix of mass-producible digital laser radar solutions based on SPAD-SoC and VCSEL digital architecture [4] - The digital laser radar products support various applications including ADAS, Robotaxi, unmanned delivery, and lawn mowing robots, facilitating significant advancements in intelligent robotics [4] Group 2: Market Recognition and Partnerships - The digital laser radar has gained widespread recognition across multiple sectors, with notable partnerships including 13 automotive manufacturers and 56 vehicle models in the automotive sector as of November 25 [4] - The EM4+E1 digital combination has secured a new generation of Robotaxi contracts with Didi, showcasing the product's applicability in autonomous driving [4]

Core Viewpoint - RoboSense's innovative technology in robot vision is driving the commercialization of humanoid robots, as evidenced by the launch of the T800 humanoid robot and the partnership with Guangdong Gaoyu Technology [1] Group 1: Company Developments - Suoteng Juchuang (02498) saw a stock price increase of 3.34%, reaching HKD 32.16, with a trading volume of HKD 165 million [1] - The T800 humanoid robot, equipped with RoboSense's "Robot Mobile Eye" AC1, was launched on December 2, with a starting price of RMB 180,000, marking a significant advancement in the humanoid robot sector since the AC1's release in March [1] - On December 3, Suoteng Juchuang announced a partnership with Guangdong Gaoyu Technology, providing over 500-line digital laser radar EM4 for integration into Gaoyu's multi-rotor product, GOVY AirCab, which is nearing mass production after completing 3,000 test flights [1] Group 2: Industry Insights - The launch of the T800 humanoid robot signifies ongoing innovation in the robot vision field, contributing to the commercial viability of humanoid robots [1] - The collaboration with Guangdong Gaoyu Technology highlights the acceleration of technological integration and commercialization in the low-altitude intelligent connectivity sector [1]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年11月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 速騰聚創科技有限公司 呈交日期: 2025年12月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02498 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 800,000,000 | USD | | 0.0001 | USD | | 80,000 | | 增加 / 減少 (-) | | | 0 | | | | USD | | | | 本月底結存 | | | 800,000,000 | USD | | 0.0001 | USD | | 80,000 | 本月底法定/註冊股本總額： ...

Core Viewpoint - RoboSense's innovative technology in robot vision is driving the commercialization of humanoid robots, highlighted by the launch of the T800 humanoid robot and a strategic partnership with Guangdong Gaoyu Technology [1][1][1] Group 1: Company Developments - RoboSense's stock price increased by 3.34%, reaching HKD 32.16, with a trading volume of HKD 165 million [1] - The T800 humanoid robot, equipped with RoboSense's "Robot Mobile Eye" AC1, was launched on December 2, with a starting price of RMB 180,000, marking a significant application in the humanoid robot sector since the AC1's release in March [1][1] - On December 3, RoboSense announced a partnership with Guangdong Gaoyu Technology to provide over 500-line digital laser radar EM4 for Gaoyu's multi-rotor product GOVY AirCab, which is entering mass production after completing 3,000 test flights [1][1][1] Group 2: Industry Implications - The launch of the T800 and the partnership with Guangdong Gaoyu Technology signify advancements in the humanoid robot industry and low-altitude intelligent connectivity, indicating a trend towards increased technological integration and commercialization [1][1][1]

Core Insights - RoboSense has launched the T800 humanoid robot, priced starting at 180,000 yuan, marking a significant advancement in the humanoid robotics sector since the introduction of the AC1 system earlier this year [1][2] Group 1: Product Features - The T800 humanoid robot features a height of 1.73 meters and a weight of 75 kg, designed for various applications including factory collaboration, hotel services, logistics, and retail guidance [1] - It is equipped with a peak torque of 450 N·m, an integrated joint module, multi-dimensional dexterous hands, and a solid-state power battery, showcasing its high-performance capabilities [1] Group 2: Technological Innovation - The AC1 system, which is central to the T800's omnidirectional perception, integrates LiDAR, RGB cameras, and IMU, enabling comprehensive environmental information gathering and real-time spatial alignment [2] - This technology allows the T800 to perform millisecond-level environmental modeling and AI-driven path planning, ensuring precise obstacle avoidance and agile navigation even in complex dynamic environments [2] Group 3: Market Recognition - The AC1 system has gained widespread recognition and is being applied in various fields, accelerating the commercialization of humanoid robots [2]

Core Insights - RoboSense and Guangdong Gaoyu Technology Co., Ltd. have established a partnership to integrate RoboSense's EM4 digital lidar into Gaoyu's GOVY AirCab, marking an expansion of lidar technology into the low-altitude flight sector [1][3] - The collaboration aims to leverage advanced lidar technology to support the development of Level 4 autonomous driving capabilities for Gaoyu's flying vehicles, contributing to the maturation of low-altitude transportation technology [1][3] - The low-altitude economy is recognized as a strategic emerging industry in China's 14th Five-Year Plan, with Gaoyu positioned to lead in this sector through its strong technological foundation and supply chain management [1][3] Company Overview - Gaoyu Technology, supported by GAC Group, has developed multiple models including GOVY AirCab, GOVY AirCar, and GOVY AirJet, with GOVY AirCab designed for urban connectivity and tourism applications [3] - The GOVY AirCab features an L4 autonomous driving system, integrating EM4 lidar and dual heterogeneous vision cameras, capable of detecting small drones and other obstacles up to 200 meters away [3] - RoboSense's EM4 lidar technology enhances the safety and stability of low-altitude flights by accurately identifying distant obstacles, thus ensuring safe landings [3] Market Potential - The low-altitude economy in China is transitioning from technology development to practical applications, with a trillion-yuan market gradually emerging [5] - The partnership between RoboSense and Gaoyu aims to promote a "high safety, large-scale" industrialization path for the low-altitude economy [5]