DIGITAL LIDAR 11月18日，RoboSense速腾聚创(02498)宣布获得某北美新能源车企的独家定点，将为其新一代车型提供高性能数字化激光雷达，订单规模超50万台。此次 合作是双方关系的进一步深化。此前，RoboSense速腾聚创激光雷达已支持其多款车型实现大规模量产落地。 ...

11月18日，RoboSense速腾聚创宣布获得某北美新能源车企的独家定点，将为其新一代车型提供高性能数字化激光雷达，订单规模超50万台。此次合作 是双方关系的进一步深化。此前，RoboSense速腾聚创激光雷达已支持其多款车型实现大规模量产落地。 而就在11月17日，RoboSense速腾聚创还宣布获得欧洲最大汽车公司在中国设立的多家合资品牌的多款车型前装量产定点，订单规模超50万台，合作车 型将于2026年起陆续面世。 RoboSense速腾聚创通过芯片自研技术路径，已构建以E平台+EM平台为主的数字化产品矩阵，展现强大且领先的数字化产品力。上半年，RoboSense 速腾聚创在Robotaxi、乘用车、服务机器人、具身智能创新业务等多领域加速拓展 资料显示，RoboSense速腾聚创2025年Q2实现营收约4.6亿元，同比增长24.4%，环比增长38.9%。同时，机器人业务迎来爆发式增长，产品营收约1.5亿 元，环比增长100.7%，产品销量约34,400台，同比劲增631.9%，环比大增189.1%。RoboSense速腾聚创以技术创新持续降本增效，盈利能力与经营效率 不断提高：产品毛利率从2024年 ...

Core Viewpoint - Yushu Technology has completed its IPO guidance work and plans to apply for an IPO in China, marking a significant step towards becoming the first humanoid robot company listed in A-shares, which is expected to drive new development opportunities in the entire robotics industry chain [1] Group 1: IPO and Market Potential - The completion of Yushu Technology's IPO guidance reflects the accelerated capitalization of the robotics industry, showcasing a precise match between capital efficiency and technology cycles [1] - Yushu Technology's post-C round financing valuation reached 12 billion yuan, with major investments from China Mobile, Tencent, Alibaba, and others [1] - The market size for embodied intelligence in China is projected to reach 5.295 billion yuan by 2025, accounting for approximately 27% of the global market, while the humanoid robot market is expected to reach 8.239 billion yuan, representing about 50% of the global market [1] Group 2: Industry Collaboration and Supply Chain - The IPO of Yushu Technology is anticipated to lead to increased orders for related supply chain companies, fostering a positive ecosystem through upstream and downstream collaboration [2] - The humanoid robot industry encompasses various segments, with core components and sensors, AI algorithms, and application scenarios being critical areas of focus [3] - Yushu Technology's capitalized progress is expected to positively impact its supply chain partners through collaboration in supply chain cooperation, technology research, and market expansion [3] Group 3: Strategic Partnerships - Yushu Technology has established stable partnerships with several listed companies, including Giant Star Legend and Zhongdali De, enhancing its commercial application capabilities [3] - A joint venture, Yuxing Entertainment Technology Co., Ltd., has been formed between Yushu Technology and Giant Star Legend to develop globally influential interactive smart robot products [4] - The first product from this collaboration, "Giant Star Dog," has secured over 120 million yuan in orders, demonstrating the commercial potential of the "IP + robot + AI" integration model [5] Group 4: Supply Chain Contributions - Key suppliers for Yushu Technology include Zhongdali De, which provides core components, and Lingyun Light, which collaborates on developing embodied intelligence solutions [5][6] - Other suppliers include Aobo Zhongguang for 3D visual sensors, Zhaoyi Innovation for NOR Flash chips, and Weilan Lithium for lithium batteries [7] - Companies like iFlytek and Baotong Technology are also collaborating with Yushu Technology to enhance AI voice interaction and develop industrial robots for various applications [9]

Core Insights - RoboSense has secured contracts with multiple brands under the Volkswagen Group, with an order scale exceeding 500,000 units [1] - The company has also received orders from some American and Japanese automakers, with total expected orders surpassing 2 million units [1] - RoboSense will provide the next-generation 192-line and 520-line digital lidar, with the partnered models expected to debut as early as early next year [1] - Industry supply chain sources indicate that foreign automakers with joint ventures in China are enhancing hardware performance to accelerate the development of L3 autonomous vehicle models [1]

格隆汇11月13日丨速腾聚创(02498.HK)公告，董事会会议将于2025年11月25日(星期二)举行，藉以(其中 包括)省览及批准集团截至2025年9月30日止9个月的第三季度业绩及其发布。 ...

（於開曼群島註冊成立的有限公司） 速騰聚創科技有限公司 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發 表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承 擔任何責任。 ROBOSENSE TECHNOLOGY CO., LTD 此外，若要收聽電話會議的網絡直播，請訪問本公司網站https://ir.robosense.ai/。 承董事會命 （股份代號：2498） 董事會會議日期 速騰聚創科技有限公司（「本公司」，連同其附屬公司統稱「本集團」）董事（「董事」）會（「董事會」） 謹此宣佈，董事會會議將於2025年11月25日（星期二）舉行，藉以（其中包括）省覽及批准本集團 截至2025年9月30日止九個月的第三季度業績及其發佈。 本公司的管理層將於2025年11月25日（星期二）下午8:00時正（香港時間）（上午7:00時正（美國東 部時間）舉行業績電話會議。擬接入電話會議的與會者須通過以下鏈接進行註冊方能參與是次 會議： 註冊鏈接：https://s.comein.cn/29iy4cxn 於登記後，與會者將就是次會 ...

Core Insights - The core viewpoint of the articles highlights the innovative advancements of the Lingxi X2 humanoid robot developed by Zhiyuan Robotics, particularly its enhanced environmental perception capabilities through the integration of advanced digital solid-state LiDAR technology [1][2]. Group 1: Product Innovation - The Lingxi X2 is equipped with the E1R digital solid-state LiDAR from Suoteng Juchuang, which utilizes proprietary SPAD-SoC and VCSEL chips to improve reliability and provide essential support for 3D SLAM positioning and autonomous obstacle avoidance [1][2]. - The robot features a friendly ENFP "personality" and is designed with 25 to 31 high-degree-of-freedom joints, enabling it to perform complex movements such as cycling and skateboarding, showcasing human-like agility [1]. Group 2: Market Growth - The humanoid robot market is projected to experience rapid growth, with an expected market size of $51 billion by 2035 and a compound annual growth rate (CAGR) of 55% [1]. - The application of digital solid-state LiDAR is a significant driver of this growth, as it allows for high-performance capabilities in a compact form factor, facilitating the deployment of advanced robotics in various commercial scenarios [2]. Group 3: Commercial Applications - The Lingxi X2 has already been deployed in practical settings, serving as a guide in China Mobile's exhibition hall and participating in theme park tours, demonstrating its commercial viability [2]. - The transition of the humanoid robot industry from technology validation to large-scale application is underscored by the Lingxi X2's use of digital solid-state LiDAR, which may set a new standard for perception capabilities in the industry [2].

Core Insights - The core focus of the article is on the innovative advancements of the Lingxi X2 humanoid robot developed by Zhiyuan Robotics, particularly its enhanced environmental perception capabilities through the integration of advanced sensor technology [1][6]. Group 1: Product Innovation - The Lingxi X2 humanoid robot features a key innovation with the integration of the E1R digital solid-state LiDAR from Suoteng Juchuang, which enhances its 3D SLAM positioning and autonomous obstacle avoidance capabilities [1][6]. - The robot is designed with a friendly ENFP personality and stands approximately 1.3 meters tall, equipped with 25-31 high degrees of freedom joints, allowing it to perform complex movements such as cycling and skateboarding [6]. Group 2: Market Growth - The humanoid robot market is projected to experience rapid growth, with an expected market size of $51 billion by 2035 and a compound annual growth rate (CAGR) of 55% [6]. - The innovative sensor selection for the Lingxi X2 is significant in the context of this market growth trend [6]. Group 3: Commercial Applications - Zhiyuan Robotics has outlined a clear product path for the Lingxi X2, with the flagship version featuring autonomous navigation already demonstrating value in various commercial scenarios such as interactive performances, exhibition tours, and educational purposes [6]. - The Lingxi X2 is currently serving as a guide in the exhibition hall of China Mobile and is participating in promotional activities at theme parks, showcasing its commercial potential [6]. Group 4: Industry Trends - The humanoid robot industry is transitioning from technology validation to large-scale application, with the Lingxi X2's use of digital solid-state LiDAR representing not just a functional upgrade but potentially leading to paradigm shifts in industry perception capabilities [7].

智通财经APP获悉，智元机器人旗下的灵犀X2，正通过一项关键传感器创新，为人形机器人的环境感知能力树立新标杆。国际权威机构Yole Group最新发布 的人形机器人报告揭示，智元灵犀X2搭载了速腾聚创(02498)E1R数字化固态激光雷达。这款雷达采用全球速腾聚创自研SPAD-SoC及VCSEL芯片，以高度集 成结构提升可靠性，为机器人提供3D SLAM定位、自主避障等核心感知支撑。 Yole报告指出，全球人形机器人市场正迎来高速增长，预计到2035年市场规模将攀升至510亿美元，年复合增长率高达55%。在这一趋势下，灵犀X2的创新 传感器选型具有重要意义。 智元灵犀X2的魅力远不止于卓越的环境感知。它被赋予了极具亲和力的ENFP"人格"。这款身高约1.3米的"硅基少年"，凭借其圆润亲和的外形和全身25-31 个高自由度关节设计，不仅能稳健地行走、奔跑，更能完成骑自行车、玩滑板等高难度动作，展现出类人的运动灵巧性。 针对多元化的商用场景，智元为灵犀X2规划了清晰的产品路径，其中搭载速腾聚创E1R的"旗舰版"具备自主导航能力，已经在互动表演、展厅导览讲解、科 研教育等具体场景中实现价值闭环。 推动这一进程的重要 ...

从速腾聚创方面获悉，速腾聚创已进入智元供应链。国际权威机构Yole Group最新发布的人形机器人报 告揭示，智元灵犀X2搭载了速腾聚创E1R数字化固态激光雷达。目前，灵犀X2已在中国移动的展厅中 担任讲解员，并在主题公园进行巡演活动，展现了其商业化落地的潜力。Yole报告指出，全球人形机器 人市场正迎来高速增长，预计到2035年市场规模将攀升至510亿美元，年复合增长率高达55%。（智通 财经） ...