Zhong Guo Jin Rong Xin Xi Wang·2025-06-25 11:32Core Insights - ECX has formed a new market expansion in the smart technology sector, collaborating with a leading global tech company for the production of solid-state 3D LiDAR products, aiming for global mass production by 2026 in the burgeoning embodied intelligence industry [1][5] - Embodied intelligence, a frontier field combining AI and robotics, emphasizes dynamic interaction between intelligent agents and their environment, leading to autonomous learning and evolution [1] - LiDAR technology is crucial for embodied intelligence, providing high-precision environmental perception essential for autonomous navigation, object manipulation, and human-robot collaboration [1] Company Overview - ECX, founded in 2017 and listed on NASDAQ in 2022, operates 12 global centers across China, the UK, the US, Sweden, Germany, and Malaysia [6] - The company was co-founded by Eric Li, founder of Geely, and CEO Shen Ziyu, and serves numerous global automotive brands, including Volkswagen Group, FAW, and Volvo Cars, with over 8.7 million vehicles equipped with its technology [6] Product Development - The self-developed short-range solid-state LiDAR by ECX operates at a wavelength of 905nm, featuring a solid-state design with no mechanical parts, ensuring stability and reliability [3] - The LiDAR has a detection range of up to 60 meters and utilizes a custom high-resolution SPAD sensor for clear imaging, significantly enhancing robots' environmental perception capabilities [3] - The company plans to increase R&D investment to improve LiDAR performance and expand applications in automotive intelligence and embodied intelligence [3][5]