Core Viewpoint - The company reported a revenue of 783 million yuan for the first half of 2025, a year-on-year increase of 7.72%, while the attributable loss narrowed by 44.5% to 149 million yuan [1]. Group 1: Performance and Sales - The company's laser radar sales reached 266,800 units, a 9.6% increase compared to the same period in 2024 [2]. - Sales of laser radars for ADAS applications decreased by 6.0% to approximately 220,500 units, while sales for robotics and other applications surged by 420.2% to about 46,300 units [2]. - The company has secured mass production orders for 133 models from 30 automotive manufacturers, with 44 models achieving SOP [2]. Group 2: Product Development and Market Trends - The company is focusing on high-line laser radars to meet the growing demand for L3-level vehicles and Robotaxi applications [5]. - The global market for vehicle-mounted laser radars is expected to double by 2025, with an estimated 3.2 million units to be equipped [5]. - The company launched the EMX, a high-performance digital laser radar, which has secured exclusive supply agreements for 32 models from a leading new energy vehicle manufacturer [4]. Group 3: Profitability and Margins - The company's gross margin reached 25.9% by the end of Q2, up from 13.6% in the same period last year [9]. - The gross margin for ADAS products increased from 11.2% to 17.4%, while the margin for robotics and other products rose from 26.1% to 45% [9]. Group 4: Robotics and Future Prospects - The company anticipates a surge in demand for robotic laser radars, particularly in the second half of the year, with significant deliveries expected in Q4 [10]. - The company has established partnerships with multiple robotics manufacturers, aiming to expand its presence in the humanoid robotics market [11].
速腾聚创上半年收入7.8亿元,激光雷达新产品独家供应深圳头部新能源车企