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“激光雷达芯片第一案”白热化,速腾聚创与灵明光子针锋相对
Xin Lang Cai Jing· 2025-12-26 10:43
先是速腾聚创以涉嫌不正当竞争为由,起诉灵明光子,灵明光子则声称速腾聚创的E1系列产品,侵犯了公司的发明专利权,并反诉速腾聚创,速腾聚创 又否认产品存在侵权行为,并坚持此前的核心诉讼主张。 文|连线出行 杜小寻 编辑|子夜 在近期的激光雷达行业中,一对昔日合作伙伴之间的知识产权大战,进入了白热化阶段。 速腾聚创与灵明光子最初的交集就在于芯片技术上,且双方还曾为了探索SPAD-SoC技术,而展开了密切的合作,只是双方的合作并不顺利,后以失败告 终。 但戏剧性的一幕是,双方分别在合作终止后拿出了在该技术上的成绩,而此前的合作到底是推动双方技术走向成熟的驱动力,还是给对方提供了获取公司 技术机密的渠道,一时间难以说清。 另一方面,激光雷达行业的竞争已经进入下半场,行业已经逐渐达成"芯片技术是激光雷达的核心竞争力"的共识。 速腾聚创与灵明光子这场有关知识产权的战争,已经打了好几个来回,争议的核心直指SPAD-SoC芯片技术。 据了解,SPAD芯片技术拥有高集成度、高增益、高灵敏度、高动态范围等优势,被称为激光雷达的"数字心脏"。 因此,速腾聚创与灵明光子争夺的不只是一项技术的所有权,更是公司安身立命的根本。 1、对簿公 ...
格松科技完成亿元级新一轮融资,CEO蔡优飞曾任职速腾聚创、小鹏
Sou Hu Cai Jing· 2025-12-24 12:06
瑞财经 吴文婷12月24日,据昆仲资本发布,深圳市格松科技有限公司(以下简称"格松科技")宣布完成新一轮亿元级融资。 本轮融资由昆仲资本、英诺天使基金联合领投,标志着格松科技在具身智能赛道的布局迈入全新加速阶段。 公开资料显示,格松科技于2025年正式独立运作,是一家专注于具身智能领域研发与量产的创新型企业。 自成立以来,公司始终坚守"用机器人改变世界,让机器人走进千家万户"的核心使命,以技术创新为核心发展引擎,深耕具身智能赛道,致力于构建产值超 千亿元的具身智能产业生态。 而格松科技CEO蔡优飞,师从机器人领域泰斗徐扬生院士,拥有超10年机器人行业深耕经验及连续自主创业经历,主导过多款消费级机器人的量产项目;曾 任速腾聚创研发副总裁、小鹏生态企业产品总监。 ...
预定CES 2026爆款:速腾聚创“手眼协同”黑科技提前解密
Zhi Tong Cai Jing· 2025-12-24 02:58
12月24日,RoboSense速腾聚创(02498)通过其官方公众号,以一则充满节日氛围的视频低调释放重磅技术信号。视频 中,机器人精准完成"从圣诞老人手中接收礼物、自主操作电梯、将礼物送上楼并最终悬挂至圣诞树"等一系列连贯动 作,全程流畅自如,展现了高度灵敏的环境感知与精细操作能力。 该视频虽以"圣诞老人现代性危机""圣诞礼物配送"为情节包装,实则为其新一代"手眼协同"解决方案的首次功能预告。 近日速腾聚创透露,此项完整技术方案将于2026年1月举办的国际消费电子展(CES2026)上展出。 此次演示的核心看点在于机器人整合了高精度视觉感知与灵巧机械臂控制,在非结构化动态场景中实现了"感知-决策-执 行"闭环。从识别圣诞老人并安全接收礼物,到精准按下电梯按钮,再到在室内复杂空间完成礼物的最终放置,每一步均 体现了方案在实时环境理解、轨迹规划和末端精细操作上的技术整合实力。 1 t Christmas Delivery 当圣诞老人,遇到现代「危机」 -段奇妙的际遇, 就此展开 业内分析指出,速腾聚创此次预告的手眼协同方案,将深度融合其核心的自研VLA、Active Camera、灵巧手等技术,瞄 准最后10 ...
预定CES 2026爆款:速腾聚创(02498)“手眼协同”黑科技提前解密
智通财经网· 2025-12-24 02:54
业内分析指出,速腾聚创此次预告的手眼协同方案,将深度融合其核心的自研VLA、Active Camera、灵巧手等技术,瞄 准最后100米配送、智能制造、仓储物流、商业服务等需要高柔性自动化操作的场景。随着CES 2026的临近,更多技术细 节与应用前景值得期待。 智通财经APP获悉,12月24日,RoboSense速腾聚创(02498)通过其官方公众号,以一则充满节日氛围的视频低调释放重磅 技术信号。视频中,机器人精准完成"从圣诞老人手中接收礼物、自主操作电梯、将礼物送上楼并最终悬挂至圣诞树"等 一系列连贯动作,全程流畅自如,展现了高度灵敏的环境感知与精细操作能力。 该视频虽以"圣诞老人现代性危机""圣诞礼物配送"为情节包装,实则为其新一代"手眼协同"解决方案的首次功能预告。 近日速腾聚创透露,此项完整技术方案将于2026年1月举办的国际消费电子展(CES 2026)上展出。 此次演示的核心看点在于机器人整合了高精度视觉感知与灵巧机械臂控制,在非结构化动态场景中实现了"感知-决策-执 行"闭环。从识别圣诞老人并安全接收礼物,到精准按下电梯按钮,再到在室内复杂空间完成礼物的最终放置,每一步均 体现了方案在实时环 ...
“激光雷达芯片第一案”战火升级,速腾聚创与灵明光子针锋相对
3 6 Ke· 2025-12-23 09:37
在近期的激光雷达行业中,一对昔日合作伙伴之间的知识产权大战,进入了白热化阶段。 先是速腾聚创以涉嫌不正当竞争为由,起诉灵明光子,灵明光子则声称速腾聚创的E1系列产品,侵犯了公司的发明专利权,并反诉速腾聚创,速腾聚创 又否认产品存在侵权行为,并坚持此前的核心诉讼主张。 速腾聚创与灵明光子这场有关知识产权的战争,已经打了好几个来回,争议的核心直指SPAD-SoC芯片技术。 据了解,SPAD芯片技术拥有高集成度、高增益、高灵敏度、高动态范围等优势,被称为激光雷达的"数字心脏"。 速腾聚创与灵明光子最初的交集就在于芯片技术上,且双方还曾为了探索SPAD-SoC技术,而展开了密切的合作,只是双方的合作并不顺利,后以失败告 终。 但戏剧性的一幕是,双方分别在合作终止后拿出了在该技术上的成绩,而此前的合作到底是推动双方技术走向成熟的驱动力,还是给对方提供了获取公司 技术机密的渠道,一时间难以说清。 另一方面,激光雷达行业的竞争已经进入下半场,行业已经逐渐达成"芯片技术是激光雷达的核心竞争力"的共识。 因此,速腾聚创与灵明光子争夺的不只是一项技术的所有权,更是公司安身立命的根本。 对簿公堂,速腾聚创与灵明光子在争什么? 速腾 ...
格隆汇“科技赋能·资本破局”线上分享会暨“金格奖”——“年度卓越高端制造企业”奖项揭晓:奇瑞汽车(09973.HK)、赛力斯(601127.SH/09927.HK)、浦林成山(01809.HK)等6家企业上榜





Ge Long Hui· 2025-12-22 08:45
"年度卓越高端制造企业"是从技术、价值、产业等层面进行全方位分析研判,旨在甄选出高端制造行业中在智能化、绿色化、服务化发展方面取得重大成就 的卓越企业。本次评选通过定量数据分析和专家评审团等方式得出最终结果。 12月22日,格隆汇在线上举办"科技赋能·资本破局"分享会。本次分享会,备受瞩目的卓越公司评选榜单将隆重揭晓,其中格隆汇"金格奖"年度卓越公司评选 中,浦林成山(01809.HK)、奇瑞汽车(09973.HK)、赛力斯(601127.SH/09927.HK)、速腾聚创(02498.HK)、英诺赛科(02577.HK)、中国建筑兴业(00830.HK)6 家企业荣获"年度卓越高端制造企业"奖项。(排名不分先后,按公司首部字母顺序排列) 格隆汇以"全球视野,下注中国"为初衷,本次评选旨在打造出投资圈中最具参考价值的上市公司及独角兽公司排行榜。此次"金格奖"上市公司评选覆盖港交 所、上交所、深交所、纽交所、美国证券交易所、纳斯达克证券交易所挂牌上市的全部上市公司及独角兽公司。 ...
智驾概念股走强,浙江世宝大涨超10% 海内外自动驾驶产业迎催化
Zhi Tong Cai Jing· 2025-12-22 01:54
今日,智驾概念股早盘走高,截至发稿, 涨超9%, 涨超8%, 涨超3%, 涨超2%。 东方证券认为,在法规政策支持、市场需求提升的驱动下,预计2026年L3级自动驾驶产业化进展有望持续加速,相关智驾硬件及软件供应商有望受益。长 城证券表示,海内外龙头厂商持续在智驾方面取得突破行业进入高速发展期。伴随高阶智驾逐步下探至10-20万车型,智驾平权亦将逐步实现,该行持续看 好智能驾驶产业链投资机会。 编辑/KOKO | 序號 | 代碼 | 名稱 | 最新價 | 漲跌幅 ◆ | | 成交額 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 02026 | 小馬智行-W | 125.900 | +9.29% | ഥ | 2373.74萬 | | | 2 | 01057 | 浙江世寶 | 5.510 | +8.25% | | 1.24億 | | | 3 | 06088 | FIT HON TENG | 5.670 | +5.00% | | 4587.54萬 | ' | | ব | 00020 | 商湯-W | 1.970 | +4.79% | | 2. ...
“激光雷达芯片第一案”再起波澜,灵明光子反诉速腾聚创侵犯专利
经济观察报· 2025-12-19 10:15
Core Viewpoint - The ongoing legal disputes between Suoteng Juchuang and Lingming Photon revolve around allegations of technology secret infringement and patent rights, highlighting the competitive tensions in the laser radar and semiconductor industry [2][3][5]. Group 1: Legal Disputes - Suoteng Juchuang filed a lawsuit against Lingming Photon in November, claiming infringement of its self-developed SPAD chip technology secrets [2][5]. - Lingming Photon responded by filing a lawsuit regarding alleged patent infringements related to Suoteng Juchuang's E1 series products [3][4]. - Suoteng Juchuang stated that the core of the dispute is its accusation against Lingming Photon for infringing its technology secrets, while Lingming Photon has not provided a substantial response to these allegations [5][6]. Group 2: Company Backgrounds - Suoteng Juchuang, established in 2014 and headquartered in Shenzhen, is a leading player in the laser radar market with a global market share ranking first, serving over 3,400 clients in robotics and more than 350 automotive manufacturers [5][6]. - Lingming Photon, founded in 2018, specializes in chip design, particularly in SPAD dToF sensor chips, which are critical components in laser radar technology [5][6]. Group 3: Legal Proceedings and Responses - Suoteng Juchuang has initiated legal actions to counter Lingming Photon’s patent lawsuit and plans to utilize legal avenues such as patent invalidation [4][7]. - Both companies have filed multiple lawsuits against each other, with Suoteng Juchuang also pursuing claims of commercial defamation against Lingming Photon for its public statements related to the lawsuits [7].
港股收评:恒指涨0.75%,大型科技股齐涨,生物医药、博彩股集体活跃





Ge Long Hui A P P· 2025-12-19 08:48
Market Overview - The US CPI annual rate decline has led to a rise in US stocks, boosting risk market sentiment [1] - The Hang Seng Index opened higher and closed up 0.75%, with the Hang Seng China Enterprises Index and Hang Seng Tech Index rising by 0.68% and 1.12% respectively [1][2] Sector Performance - Major technology stocks saw collective gains, with Tencent up 1.49%, Kuaishou up 1.45%, and Meituan up 1.28% [4] - Pharmaceutical stocks were active, with WuXi AppTec and other related stocks rising [2] - Gaming stocks continued to rise, with MGM China leading with a 6.6% increase [2][5] - AI-driven demand boosted optical fiber and cable stocks, with Yangtze Optical Fiber rising 12% [2] - Automotive, wind power, education, photovoltaic, insurance, and Apple-related stocks also experienced gains [2] Notable Stock Movements - Xpeng Motors rose 7.65%, Horizon Robotics up 7.04%, and Li Auto up 3.81% [4][10] - Electronic cigarette stocks saw significant increases, with China Tobacco Hong Kong up 6.68% [5] - Chinese brokerage stocks rose, with China International Capital Corporation up over 4% [7] - Intelligent driving concept stocks surged, with Youjia Innovation up 31.22% [8] Weak Performers - Heavy machinery stocks faced declines, with China National Heavy Duty Truck Group down over 6% [13] - Gold and precious metal stocks were weak, with several companies experiencing declines of over 2% [16] - Oil stocks also fell, with China Petroleum & Chemical Corporation down 1.52% [15] Capital Flows - Southbound funds recorded a net purchase of HKD 3.371 billion, with net selling from Shanghai-Hong Kong Stock Connect and net buying from Shenzhen-Hong Kong Stock Connect [18] Market Outlook - CITIC Securities suggests that after a strong performance in September, Hong Kong stocks are undergoing a mid-term adjustment, with quality assets entering a high-value zone [18]
“激光雷达芯片第一案”再起波澜,灵明光子反诉速腾聚创侵犯专利
Jing Ji Guan Cha Wang· 2025-12-19 05:16
Core Viewpoint - Lingming Photon has filed a lawsuit against Suoteng Juchuang for alleged infringement of its invention patent rights related to the E1 series products, while Suoteng Juchuang has countered with its own lawsuit regarding the infringement of its technical secrets [2][3]. Group 1: Legal Disputes - Lingming Photon filed a lawsuit on December 17, claiming that Suoteng Juchuang's E1 series products infringe its invention patent rights [2]. - Suoteng Juchuang responded on December 18, stating it would counter the lawsuit through legal means, including a declaration of patent invalidity [2]. - Suoteng Juchuang had previously filed a lawsuit against Lingming Photon in November, accusing it of infringing on its self-developed SPAD chip's technical secrets [2][3]. Group 2: Company Background - Suoteng Juchuang, established in 2014 and headquartered in Shenzhen, holds the largest market share in the global lidar industry and has provided core components and solutions to over 3,400 clients in robotics and more than 350 automotive manufacturers [3]. - Lingming Photon, founded in 2018, specializes in chip design, with its SPAD dToF sensor chips considered essential for lidar technology [3]. Group 3: Evidence and Claims - Suoteng Juchuang claims to have established a complete chain of evidence regarding the alleged infringement of its core technology by Lingming Photon, including analysis of internal documents and technical comparisons [3]. - Lingming Photon previously stated it had not received any legal correspondence and reserved the right to pursue legal action against any actions that could harm its reputation [3]. Group 4: Ongoing Legal Proceedings - Suoteng Juchuang has confirmed that its lawsuits regarding technical secret infringement and invention patent infringement have been accepted by the court, with another patent infringement case currently under review [4]. - In response to Lingming Photon’s public statements and actions related to the lawsuits, Suoteng Juchuang has initiated a commercial defamation lawsuit and filed complaints with market supervision authorities [4].