Group 1 - The majority of robotics concept stocks have risen, with notable increases in companies such as MicroPort Robotics-B (up 5.21% to HKD 22.22), SUTENG (up 4.54% to HKD 33.6), and UBTECH (up 4% to HKD 101.3) [1] - Recent catalysts in the robotics sector include the launch of the new quadruped robot Unitree A2 by Yushu Technology, which weighs approximately 37KG, has a range of about 20KM, a maximum running speed of 5m/s, and a climbing height of 1m [1] - The Shanghai Municipal Government has issued a development plan for the embodied intelligence industry, aiming to establish a collaborative cultivation mechanism and accelerate the layout of the entire industry chain in the Pudong Zhangjiang area [1] Group 2 - The 2025 World Robot Conference is set to open on August 8 in Beijing, featuring over 100 new products, nearly double the number from last year [2] - Major technology companies like Tesla, Huawei, and Figure AI are expected to drive rapid advancements in the humanoid robot sector, with mass production and large-scale applications on the horizon [2]

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7月31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8月5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： US ...

Core Insights - The article highlights the significant contributions of Zhu Xiaorui, a key figure behind DJI, which holds an 85% market share in the global drone industry and was valued at 100 billion RMB in 2020, ranking 14th on the Hurun Unicorn List [1][5] - Zhu Xiaorui's journey in the tech startup scene is marked by her role as a co-founder and chief scientist at DJI, as well as her involvement in other successful ventures like SUTENG and AIDU [3][8] Company Development - DJI launched its quadcopter, which became popular in the North American market, and by 2017, the company sold 1 million drones, achieving a market valuation of over 15 billion USD [5] - As of 2023, DJI's market value reached 125 billion RMB, and the company has filed over 4,600 patents by 2021 [5] Innovation and Leadership - Zhu Xiaorui's leadership style emphasizes deep technical involvement and a focus on quality over quantity, having incubated only seven companies, each with unique technological barriers [12] - Under her guidance, SUTENG transformed from an academic prototype to a market-ready product, showcasing innovation in the lidar sector with products like MX Lidar and M-Core SoC [8][12] Financial Performance - SUTENG reported a total revenue of approximately 1.1 billion RMB in the first three quarters of 2024, marking a 91.5% year-on-year increase, with lidar sales reaching 381,900 units, a 259.6% increase [8][12] - The company has established partnerships with over 2,600 clients in robotics and other industries, with expectations of lidar shipments in the robotics sector exceeding 100,000 units by 2025 [8]

速腾聚创(02498)公布，自2025年7月30日生效，冯剑峰先生因需要专注其他工作事务而已辞任公司独立 非执行董事、董事会薪酬委员会主席及董事会提名委员会成员。 自2025年7月30日生效，杨日昕女士已获委任为公司独立非执行董事、薪酬委员会主席及提名委员会成 员。 ...

自2025年7月30日生效，杨日昕女士已获委任为公司独立非执行董事、薪酬委员会主席及提名委员会成 员。 智通财经APP讯，速腾聚创(02498)公布，自 2025年7月30日生效，冯剑峰先生因需要专注其他工作事务 而已辞任公司独立非执行董事、董事会薪酬委员会主席及董事会提名委员会成员。 ...

自2025年7月30日生效，杨日昕女士已获委任为公司独立非执行董事、薪酬委员会主席及提名委员会成 员。 格隆汇7月30日丨速腾聚创(02498.HK)公告，自2025年7月30日生效，冯剑峰先生因需要专注其他工作事 务而已辞任公司独立非执行董事、董事会薪酬委员会主席及董事会提名委员会成员。 ...

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 速騰聚創科技有限公司 （於開曼群島註冊成立的有限公司） （股份代號：2498） 董事名單與其角色及職能 速騰聚創科技有限公司董事（「董事」）會（「董事會」）成員載列如下： 執行董事 邱純鑫博士 （董事會主席、執行董事兼首席科學家） 劉樂天先生 （執行董事兼首席技術官） 邱純潮先生 （執行董事兼首席執行官） | | 董事會委員會 | | | | | --- | --- | --- | --- | --- | | 董事 | 審核委員會 薪酬委員會 | | 提名委員會 | 環境、社會及 管治委員會 | | 邱純鑫博士 | | | 主席 | 主席 | | 劉樂天先生 | | | | 成員 | | 邱純潮先生 | | | | 成員 | | 朱曉蕊博士 | 成員 | 成員 | | | | 劉民先生 | 成員 | 成員 | | | | 吳育強先生 | 主席 ...

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 （於開曼群島註冊成立的有限公司） 速騰聚創科技有限公司 （股份代號：2498） 楊日昕女士，54歲，於金融及財富管理行業擁有豐富經驗。彼自2000年12月至2011年11月任光 大證券股份有限公司（聯交所上市公司，股份代號：6178）銷售交易部華東區總經理；自2011年 11月至2014年4月任華泰證券股份有限公司（聯交所及上海證券交易所上市公司，股份代號分 别為：6886及601688）財富管理部總經理；及自2014年5月至2024年10月任中山證券有限責任公 司副總裁。 1 楊女士於2000年10月獲中國哈爾濱工業大學高級管理人員工商管理碩士學位，並於2020年7月 獲瑞士日內瓦大學金融與管理博士學位。 楊女士已與本公司訂立委任函，初始任期為自2025年7月30日起計三年（須根據本公司組織章 程大綱及細則規定重選）。任何一方均有權發出不少於 ...

Group 1: Key Insights from the Report - The report emphasizes the importance of focusing on functional apparel and leading jewelry brands, recommending stocks with incremental business opportunities [7][8] - The new energy efficiency standards for refrigerators, effective from June 1, 2026, are expected to significantly impact the vacuum insulation panel industry, creating substantial demand [4][5] - The report identifies key investment opportunities in the vacuum insulation panel sector, estimating potential demand based on the penetration rates of new energy-efficient refrigerators [5][6] Group 2: Industry Performance - The textile and apparel sector is highlighted for its strong performance, with specific recommendations for leading companies such as Anta Sports, Bosideng, and Xtep International [7][8] - The jewelry sector is also noted for its sustained interest, with strong product and brand power seen in companies like Chow Tai Fook and Chow Hong Ki [8] - The report indicates a favorable outlook for the water treatment industry due to new government policies aimed at river protection and management, suggesting companies like China Power Construction and Deyu Water Saving as potential beneficiaries [13]

Core Viewpoint - The company, SUTENG JUCHUANG, aims to become a leading global robotics technology platform, focusing on laser radar products and solutions for intelligent vehicles and robots [1][2]. Group 1: Company Overview - SUTENG JUCHUANG provides various laser radar series (R, M, E, EM) and components such as ActiveCamera and dexterous hands, along with solutions for hand-eye coordination and intelligent mobility [1]. - The company expects to ship approximately 544,200 laser radar units in 2024, with around 519,800 units for ADAS and 24,400 units for robotics [1]. - Projected revenue for 2024 is approximately 1.65 billion, representing a year-on-year growth of about 47% [1]. Group 2: Financial Projections - The revenue breakdown for 2024 is estimated at 93% from products, 6% from solutions, and 1% from services [1]. - The adjusted net loss for 2024 is projected to be around 396 million, indicating a reduction in losses compared to previous periods [1]. - Future revenue projections for 2025, 2026, and 2027 are estimated at 2 billion, 3.1 billion, and 3.9 billion respectively, with year-on-year growth rates of 23%, 52%, and 28% [2]. Group 3: Market Outlook - The market for automotive laser radar is expected to exceed 50 billion by 2030, while the robotics laser radar market is anticipated to surpass 10 billion [1]. - The company is focusing on cost reduction and production capacity enhancement through device architecture optimization, chip self-research, and data processing capability upgrades [2]. - SUTENG JUCHUANG has launched a series of robotic products this year, including ActiveCamera and the second-generation dexterous hand, aiming to establish itself as a comprehensive robotics platform [2]. Group 4: Valuation - Based on a 5.5x 2026 estimated price-to-sales ratio, the target price for SUTENG JUCHUANG is set at 41 HKD, with an initial "Buy" rating [3].