Investment Rating - The report assigns an "Outperform" rating to RoboSense, indicating an expected relative return exceeding 10% over the next 12-18 months [20]. Core Insights - RoboSense held the "Hello Robot" 2025 AI Robotics Global Launch Event on January 3, 2025, unveiling three new digital LiDAR models (EM4, E1R, and AIRY) and several incremental robotic components [1][8]. - The new digital LiDAR products significantly enhance automotive and robotic sensing capabilities, showcasing RoboSense's technological expertise and development capabilities [2][9]. - The strategic expansion from automotive LiDAR to robotics opens diversified opportunities, enhancing product adaptability and market coverage while supporting the future development of intelligent robots and unmanned systems [4][11]. Summary by Sections Event Overview - RoboSense launched three new digital LiDAR models and multiple robotic components at the 2025 AI Robotics Global Launch Event [1][8]. Digital LiDAR Products - EM4: The world's first 1,000-line ultra-long-range LiDAR with a 600-meter detection range and 1080-line resolution [2][9]. - E1R: The world's first solid-state digital LiDAR, compact with a 130°×90° field of view, suitable for various mobile robot applications [2][9]. - AIRY: A 192-line compact digital LiDAR designed for robotics, offering a 360°×90° field of view [2][9]. Incremental Robotic Components - Active Camera: A fusion sensing device that enhances robotic vision precision and versatility [3][10]. - Papert 2.0: A second-generation dexterous hand with 20 degrees of freedom and a maximum load capacity of 5 kilograms [3][10]. - DC-G1 Domain Controller: A highly integrated and energy-efficient controller supporting various real-time sensing models [3][10]. - LA-8000 Joint Motor: A high-power-density motor suitable for humanoid robot leg joints [3][10]. - FS-3D Force Tactile Sensor: Designed for end-motion control in legged robots [3][10]. Strategic Expansion - RoboSense's expansion into the robotics domain reflects a decade of expertise in automotive LiDAR, broadening its technological layout and application boundaries [4][11].
速腾聚创：2025 AI机器人发布会：立足车载积累，开启机器人增长新未来