Financial Performance - In Q2 2025, the company achieved revenue of 455 million yuan, representing a year-on-year increase of 24.1% and a quarter-on-quarter increase of 38.9% [1] - The net profit for Q2 2025 was -51 million yuan, an improvement from -100 million yuan in Q1 2025 and -137 million yuan in Q2 2024 [1] - The company's gross margin in Q2 2025 was 27.70%, up 13 percentage points year-on-year and 4 basis points quarter-on-quarter [1] Product Performance - Sales revenue from LiDAR products for ADAS applications in Q2 2025 was 271 million yuan, a year-on-year decrease of 10.5% but a quarter-on-quarter increase of 18.6% [1] - Revenue from LiDAR products for robotics and other applications reached 147 million yuan, showing a year-on-year increase of 285.2% and a quarter-on-quarter increase of 100.7% [1] - Total sales volume of LiDAR products in Q2 2025 was 158,200 units, reflecting a year-on-year increase of 28.6% and a quarter-on-quarter increase of 45.7% [1] Market Position and Orders - The company has a strong order backlog due to the rapid development of ADAS and high-level autonomous driving [2] - As of June 30, 2025, the company secured mass production orders for 119 models from 30 automotive manufacturers, including 8 orders from overseas manufacturers covering Japan, North America, and Europe [2] - The company has established partnerships with over 20 humanoid robot companies, including significant collaborations with leading manufacturers in the robotics sector [3] New Product Launches - The company launched its first product, the E1, on its all-solid-state digital E platform in the first half of 2025, along with the EM platform for long-range LiDAR [2] - The company introduced two new digital products for the robotics sector, E1R and Airy, achieving breakthroughs in various fields, particularly in lawn mowing robots [3]
速腾聚创(02498.HK)：单二季度收入同比增长24% 在手订单充沛