速腾聚创(02498)涨5.81% 机构指其受益于ADAS及高阶智驾快速发展 在手订单充沛

Core Viewpoint - The stock price of Sutonju Chuang (02498) has risen by 5.81%, reaching HKD 37.16, with a trading volume of HKD 266 million, driven by strong demand in the ADAS and advanced driving assistance systems market [1][2] Product Development - By 2025, Sutonju Chuang's self-developed SPAD-SoC and 2DVCSEL chips have passed AEC-Q series automotive certification, establishing the only mass-producible digital laser radar matrix in the industry, including models EM4, EMX, and E1, which have been delivered at scale [1][2] Customer Acquisition - The company has secured contracts with 13 automotive manufacturers for 56 vehicle models on its EM platform, leveraging its leading digital LiDAR product advantages [1][2] - Over 90% of global key players in the Robotaxi and Robotruck sectors have established partnerships with the company, including well-known firms such as Didi, Pony.ai, WeRide, and leading L4 autonomous driving companies in Silicon Valley [1][2] - To date, Sutonju Chuang has obtained contracts for 23 vehicle models from 12 overseas and joint venture brands, covering key markets in the Asia-Pacific, Europe, and North America [1][2] - The company has cumulatively secured contracts for 144 vehicle models from 32 automotive manufacturers and Tier 1 suppliers [1][2]