速腾聚创机器人激光雷达2025年销量突破30万台,预计将首次实现单季度盈利
Sou Hu Cai Jing·2026-01-14 07:25

Group 1 - The core viewpoint of the article highlights that SUTENG JUCHUANG (HK.02498) has achieved significant growth in its robot lidar sales, with projections indicating over 303,000 units sold in 2025, representing an increase of more than 11 times year-on-year [1] - The company has established partnerships with industry clients such as Weilan Continent, Kuka Technology, New Stone Age, and Zhiyuan, covering various sectors including lawn mowing robots, logistics delivery, and humanoid robots [1] - As of December 2025, SUTENG JUCHUANG's lidar deliveries surpassed 180,000 units, reflecting a month-on-month increase of 20%, with total deliveries exceeding 450,000 units in the first three quarters of 2025 [1] Group 2 - In Q3 2025, the company reported total revenue of approximately 407 million RMB, with revenue from robot and other lidar products reaching about 142 million RMB, marking a significant year-on-year increase of 157.8% [1] - The CEO of SUTENG JUCHUANG, Qiu Chunchao, stated that lidar technology is entering a new era of digitalization, with expectations for a mature and stable architecture that will enhance penetration in automotive, robotics, and drone markets [3] - The company anticipates that the fourth quarter of 2025 will see a surge in digital lidar sales, leading to the expectation of achieving profitability for the first time in a single quarter [3]