图达通港股IPO获中国证监会备案
Zhi Tong Cai Jing·2025-10-15 01:59

Core Insights - Tudatong is a global leader in designing, developing, and producing automotive-grade LiDAR solutions [2] - The company plans to deliver approximately 230,000 automotive-grade LiDAR units in 2024, with a cumulative sales revenue ranking second globally for ADAS LiDAR during the historical performance period, capturing a 20.7% market share in China [2] Group 1: Market Position and Performance - Tudatong has established itself as a leading provider of image-grade LiDAR solutions globally [2] - The company has achieved significant sales in the automotive sector, particularly through deepening collaboration with NIO, with over 500,000 units of the Falcon series delivered [2] Group 2: Client Structure and Applications - The company is continuously optimizing its client structure, expanding its presence in both passenger and commercial vehicle sectors [2] - In the commercial vehicle and logistics sectors, Tudatong has formed stable partnerships with companies such as Deepway, Shaanxi Heavy Duty Automobile, Wincher Technology, and Pony AI, broadening its application scenarios [2] Group 3: Robotics Market - Tudatong is entering the robotics sector, which is viewed as a blue ocean market for LiDAR applications, securing large-scale orders from leading companies like Nine Senses, Neutral Holdings, Kusa Technology, and Yushi Technology, covering logistics, sanitation, and handling fields [2]