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. ...

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].

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]

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].

国内激光雷达行业的"专利战"再升级。继本月初速腾聚创（02498.HK）起诉灵明光子窃取商业机密 后，12月17日，深圳市灵明光子科技有限公司（下称"灵明光子"）发起反诉，宣布正式向深圳市中级人 民法院起诉速腾聚创侵犯其发明专利权。 在声明中，灵明光子称速腾聚创公司（02498.HK）E1系列，包括但不限于E1R、E1P等产品涉嫌侵犯其 发明专利权。灵明光子表示公司尊重并致力于保护知识产权，此次行动旨在依法维护自身的创新成果与 合法权益。 这标志着这场被称为激光雷达行业"SPAD芯片第一案"的纠纷，已从单向指控演变为双方互诉的胶着 战。受市场竞争加剧及诉讼消息影响，速腾聚创股价近期承压，截至12月18日收盘，报36.14港元/股， 总市值约170.7亿港元。 灵明光子消息人士： 不排除追加起诉 事件的导火索可以追溯到本月初。12月1日，市场传出速腾聚创在11月以"涉嫌侵犯自研SPAD芯片相关 技术秘密"为由，向广东省深圳市中级人民法院提交了起诉灵明光子的立案申请，指控这家曾经的合作 伙伴在合作终止后迅速推出了技术路径相似的芯片产品，涉嫌不正当竞争。 彼时，灵明光子曾发布声明称，公司未收到任何法律函件。对于任何 ...

国内激光雷达行业的"专利战"再升级。继本月初速腾聚创（02498.HK）起诉灵明光子窃取商业机密 后，12月17日，深圳市灵明光子科技有限公司（下称"灵明光子"）发起反诉，宣布正式向深圳市中级人 民法院起诉速腾聚创侵犯其发明专利权。 在声明中，灵明光子称速腾聚创公司（02498.HK）E1系列，包括但不限于E1R、E1P等产品涉嫌侵犯其 发明专利权。灵明光子表示公司尊重并致力于保护知识产权，此次行动旨在依法维护自身的创新成果与 合法权益。 这标志着这场被称为激光雷达行业"SPAD 芯片第一案"的纠纷，已从单向指控演变为双方互诉的胶着 战。受市场竞争加剧及诉讼消息影响，速腾聚创股价近期承压，12月17日，盘中最低跌至35.6港元/ 股。截至12月17日收盘，报36.16港元/股，微涨0.72%，总市值约170.7亿港元。 灵明光子消息人士：不排除追加起诉 事件的导火索可以追溯到本月初。12月1日，市场传出速腾聚创在11月以"涉嫌侵犯自研SPAD芯片相关 技术秘密"为由，向广东省深圳市中级人民法院提交了起诉灵明光子的立案申请，指控这家曾经的合作 伙伴在合作终止后迅速推出了技术路径相似的芯片产品，涉嫌不正当竞争。 ...

统计指标：授权有效专利 （原标题：中汽中心发布《激光雷达芯片授权专利》自主创新榜单，速腾聚创居榜首） 在全球自动驾驶与智能感知产业加速迭代的进程中，激光雷达作为核心传感设备，其性能突破的关键已 从传统光学与机械结构转向半导体芯片层面。行业实践表明，激光雷达的终局竞争本质是芯片的竞争， 集成电路作为激光雷达芯片的核心技术载体，直接决定了设备的探测精度、响应速度、功耗与成本控制 能力，是推动激光雷达从机械式向固态化、规模化量产演进的核心驱动力。中国作为全球激光雷达产业 的重要阵地，在集成电路设计、制造与封装测试等环节持续突破，推动国产激光雷达实现从"替 代"到"引领"的进阶。 本榜单依托中汽信科自主开发的全球汽车专利大数据平台(简称AutoPat，网址为www.autopat.cn)，对创 新主体在激光雷达技术集成电路领域的授权有效专利进行统计分析，旨在通过专利数据的深度挖掘，全 面呈现中国该领域的创新实力分布与竞争格局，为行业把握技术发展趋势、优化创新资源配置提供专业 的决策参考。 ? 统计领域： 激光雷达技术集成电路领域 ? 统计维度： 时间范围：公开日截至2025年12月17日 专利类型：发明专利、实用新型 ...

围绕激光雷达半导体知识产权之商战，在11月速腾聚创(02498.HK)以"侵害技术秘密纠纷"为由起诉灵明光子之后，迎来了一轮升级。 12月17日，灵明光子官方声明，宣布已就专利侵权事宜向深圳市中级人民法院对速腾聚创提起诉讼。 同日，速腾聚创发布声明回应，表示已就技术秘密侵权对灵明光子提起多起诉讼，并指出对方在"回避核心争议、转移焦点"的嫌疑。速腾聚创同时表示，将 对灵明光子相关专利依法提请无效宣告。 灵明光子在声明中表示："就速腾聚创公司E1系列，包括但不限于E1R、E1P等产品涉嫌侵犯我司发明专利权事宜，我司于今日正式向深圳市中级人民法院提 起诉讼。如我司多次重申的，我司尊重并致力于保护知识产权，此次行动旨在依法维护自身的创新成果与合法权益。" 不过，这一声明却遭到了速腾聚创方面更为激烈的反驳与新一轮"攻势"。 记者获得的速腾聚创方面回应称，已关注到灵明光子发布的声明。公司表示，认为本次争议核心，是速腾就灵明光子涉嫌侵害其技术秘密提起的诉讼。但灵 明光子未就该核心指控作出实质性回应，却选择另行提起专利诉讼，该做法不仅模糊了争议焦点与实质法律风险，也可能使其在法律程序中陷入被动。 公司还在声明中表示，已对灵明 ...

1.本次争议核心，是我方就灵明光子涉嫌侵害我方技术秘密提起的诉讼。技术秘密保护关乎商业诚信与 法律底线，其性质严肃，涉嫌侵权可能承担包括刑事责任在内的法律后果。灵明光子未就该核心指控作 出实质性回应，却选择另行提起专利诉讼，该做法不仅模糊了争议焦点与实质法律风险，也可能使其在 法律程序中陷入被动。 12月17日，激光雷达龙头速腾聚创(02498.HK)针对深圳市灵明光子科技有限公司(简称"灵明光子")当日 提出的专利侵权反诉发布声明，明确否认E1系列产品存在侵权行为，并重申将坚持此前对灵明光子的 两项核心诉讼主张。 据了解，12月17日灵明光子通过其官方网站发布《起诉声明》，称就速腾聚创E1系列，包括但不限于 E1R、E1P等产品涉嫌侵犯其发明专利权事宜，已正式向深圳市中级人民法院提起诉讼。灵明光子表示 公司尊重并致力于保护知识产权，此次行动旨在依法维护自身的创新成果与合法权益。 对此，速腾聚创针对与灵明光子的知识产权纠纷正式发布官方声明，明确指出此次争议的核心在于对方 涉嫌侵害其技术秘密，并已就相关行为提起多起诉讼。声明呼吁灵明光子直面技术秘密侵权问题，通过 法律途径解决争议。 速腾聚创表示已关注到灵明光子 ...

每经AI快讯，12月17日，深圳市灵明光子科技有限公司(简称"灵明光子")通过其官方网站发布《起诉声 明》，称就速腾聚创公司(02498.HK)E1系列，包括但不限于E1R、E1P等产品涉嫌侵犯其发明专利权事 宜，已正式向深圳市中级人民法院提起诉讼。灵明光子表示公司尊重并致力于保护知识产权，此次行动 旨在依法维护自身的创新成果与合法权益。 ...