速腾聚创发布最新财报：机器人销量劲增631.9% 数字化新品定点爆发

Core Insights - RoboSense achieved robust revenue growth in Q2 2025, with total revenue of approximately 460 million yuan, representing a year-on-year increase of 24.4% and a quarter-on-quarter increase of 38.9% [2] - The company has established a strong presence in the lidar market, with significant advancements in its digital product matrix and automation capabilities, leading to the upcoming mass production of key lidar products [2][3] - The robotics sector experienced explosive growth, with product sales reaching 34,400 units, a staggering year-on-year increase of 631.9% and a quarter-on-quarter increase of 189.1% [3][4] Revenue and Profitability - The overall gross margin improved from 12.3% in Q1 2024 to 27.7% in Q2 2025, marking six consecutive quarters of growth, with the robotics segment achieving a gross margin of 41.5% [2] - The revenue from the robotics segment was approximately 150 million yuan, reflecting a quarter-on-quarter growth of 100.7% [3] Business Development - RoboSense has secured 133 pre-installed production model projects, including eight overseas and joint venture brand projects, covering key markets in Japan, North America, and Europe [2] - The company has partnered with over 90% of leading Level 4 (L4) autonomous vehicle companies for its Robotaxi business, advancing towards mass production and commercial operations [2] Robotics Sector Expansion - The company has completed global commercial validation in multiple scenarios for its robotics business, entering a phase of rapid growth [3] - Collaborations with top global companies in various fields, including lawn mowing and delivery, have resulted in significant order volumes, validating the commercial potential of consumer-grade robotics [3][4] New Product Launches - The launch of the "AI + Robotics" strategy has led to the introduction of the Active Camera product line, designed to enhance robotic perception capabilities across various scenarios [5] - The first product, AC1, was released in March 2025, with a second product, AC2, set to launch in the second half of the year to meet higher precision requirements [5]