股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 速騰聚創科技有限公司 呈交日期: 2026年1月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02498 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 800,000,000 | USD | | 0.0001 USD | | 80,000 | | 增加 / 減少 (-) | | | 0 | | | USD | | | | 本月底結存 | | | 800,000,000 | USD | | 0.0001 USD | | 80,000 | FF301 FF301 II. 已發行股份及/或庫存股份變動 | ...

每经AI快讯，速腾聚创(02498.HK)涨超4%，截至发稿涨4.12%，报38.96港元，成交额4.01亿港元。 （文章来源：每日经济新闻） ...

Core Viewpoint - RoboSense's AC2, a groundbreaking sensor system, will be showcased at CES 2026, marking a significant advancement in robotics technology [1] Group 1: Company Developments - RoboSense's AC2 is the industry's first super sensor system that integrates solid-state dToF LiDAR, dual RGB cameras, and IMU, aimed at enhancing robotic operations in complex environments [1] - The company has secured orders from 32 automotive manufacturers and Tier 1 suppliers for 144 vehicle models, indicating strong demand in the automotive sector [1] Group 2: Market Potential - The AC series is expected to open long-term growth opportunities for RoboSense, with positive outlooks on the demand for LiDAR products and their commercialization potential [1] - The advancements in ADAS and high-level autonomous driving are driving robust order inflow for the company [1]

Core Viewpoint - RoboSense's AC2, a groundbreaking sensor system, will be showcased at CES 2026, marking a significant advancement in robotics technology [1] Group 1: Company Developments - RoboSense's AC2 is the industry's first super sensor system that integrates solid-state dToF LiDAR, dual RGB cameras, and IMU, aimed at enhancing robots' capabilities in complex environments [1] - The stock of Suoteng Juchuang (02498) rose by 4.12% to HKD 38.96, with a trading volume of HKD 401 million [1] Group 2: Market Opportunities - The company has secured orders from 32 automotive manufacturers and Tier 1 suppliers for 144 vehicle models, benefiting from the rapid development of ADAS and advanced driving assistance systems [1] - The AC series is expected to open long-term growth opportunities, with strong demand for RoboSense's LiDAR products and their commercialization potential [1]

Strategy - The year 2025 marks a watershed moment for Chinese and American technology stocks, with Chinese tech stocks showing a significant increase compared to their American counterparts, driven by "hard technology" and domestic substitution [12][15][19] - The overall performance of Chinese tech stocks includes a 49.6% increase in the ChiNext Index, a 46.3% increase in the Sci-Tech Innovation Board Index, and a 23.5% increase in the Hang Seng Tech Index, outperforming the Nasdaq's 20.4% increase [12][15] - The market is increasingly cautious about the high concentration of profits among a few tech giants in the US, as evidenced by the performance of the "MAG 7" stocks [19][24] Electronics - The scaling law remains effective, with the introduction of multimodal and agent models expected to accelerate AI computing demand [35] - The PCB industry is anticipated to maintain high growth due to its heavy asset nature, with capacity release and product structure optimization driving non-linear performance improvements [35] - Recommended stocks in this sector include Jingwang Electronics, Shenzhen South Circuit, Dongshan Precision, Huitian Technology, and others [35] Computer - The inference and agent ecosystem is experiencing a comprehensive explosion, with global models gradually entering a commercial closed loop [36] - Significant events include OpenAI's partnership with Disney for the Sora model and the planned IPO of Zhipu AI, which aims to be the first publicly listed company focused on general artificial intelligence [36][37] - The release of OpenAI's GPT-5.2-Codex marks a new benchmark for AI programming capabilities [36] Media - The capitalization progress of the AI industry chain is ongoing, which is expected to boost sentiment in the internet and AI sectors [37] - Notable acquisitions include Meta's purchase of the AI agent application Manus, which has achieved an ARR of over $100 million [37] - The valuation of global AI applications is expanding, with OpenAI's ARR projected to reach $20 billion and a valuation exceeding $500 billion [37] Humanoid Robots - The humanoid robot industry is transitioning from concept validation to commercialization, with companies that have developed product capabilities in key components or specific solutions likely to benefit [38] - The market's aesthetic preferences prioritize incremental components and Tesla-related supply chains, indicating potential investment opportunities [38] - Recommended stocks include Xinjie Electric, Huichuan Technology, and Hengli Hydraulic [38] Automotive - The 2026 automotive subsidy policy is expected to lead to an early rebound in the automotive sector, with retail sales projected to grow by 2% and electric vehicle sales by 11% [39] - The shift from fixed subsidies to percentage-based subsidies is anticipated to favor higher-priced vehicles [39] - Recommended stocks include Geely Automobile and BYD, with a focus on the intelligent driving sector [39]

Group 1 - The 2026 International Consumer Electronics Show (CES) will focus on the acceleration of edge AI in traditional consumer electronics and innovative hardware, showcasing AI's ongoing implementation in industrial, robotics, and smart driving scenarios [1][2] - Edge AI is expected to deeply integrate into various hardware products and industry scenarios by 2026, with significant advancements in traditional consumer electronics such as computers, displays, and home appliances [3] - Major companies like AMD, Intel, and Qualcomm are anticipated to showcase AI-enhanced processors at CES 2026, with Intel introducing its first product based on the 18A process technology [3] Group 2 - AI innovation hardware, including AI glasses and headphones, is expected to achieve breakthroughs in user interaction experiences, with various manufacturers set to present new products at CES 2026 [4] - Companies like Thunderbird Innovation and Yingmu Technology will showcase AI glasses, while other firms will introduce AI recording headphones and all-sensing wearable devices [4] - The event will also feature the world's first belt-type wearable device, VITALBELT, from a Japanese company, along with new drone products [4] Group 3 - In traditional industrial settings, companies like Siemens and Caterpillar will present innovations in AI, digital twins, and automation technologies, highlighting the large-scale application of AI in industrial and mechanical scenarios [5] - Robotics will be represented by companies like Yuzhu, which will demonstrate humanoid robots, and other firms showcasing their latest technologies and products [5] - In the smart driving sector, companies such as Aptiv and Bosch will present intelligent edge solutions that enable real-time perception, decision-making, and execution [5] Group 4 - Investment recommendations focus on the upgrade and innovative breakthroughs in edge AI, with suggested companies including chip manufacturers like Amlogic and AI component manufacturers like Huanxu Electronics [6] - Terminal product manufacturers and brand companies such as Lenovo, Xiaomi, and BYD Electronics are also highlighted as potential investment targets [6] - Core component manufacturers for edge AI, including Sunny Optical Technology and OmniVision Technologies, are recommended for investment consideration [6]

Investment Rating - The industry investment rating is maintained as "Positive" [5] Core Insights - The report emphasizes the importance of advancements and innovations in edge AI, predicting accelerated integration into various hardware products and industrial applications by 2026 [9][10] - Key players in the edge AI sector include chip manufacturers, terminal product manufacturers, and core component manufacturers, with specific companies highlighted for investment opportunities [3][10] Summary by Sections Investment Recommendations and Targets - Focus on the upgrade and innovation breakthroughs in edge AI, with recommended stocks including: - Edge AI main control chip manufacturers: Amlogic, Aojie Technology, Hengxuan Technology, Espressif Technology, Starshine Technology, Rockchip [3][10] - Terminal product manufacturers: Lenovo Group, Xiaomi Group, Luxshare Precision, Linying Intelligent Manufacturing, BYD Electronics, Lens Technology, Ezviz, Innosilicon [3][10] - Core component manufacturers: Huanxu Electronics, Sunny Optical Technology, Orbbec, SUTENG, STMicroelectronics, OmniVision, and Pegatron [3][10]

Core Viewpoint - Shenzhen Lingming Photon Technology Co., Ltd. has officially filed a lawsuit against Shenzhen Sutech JuChuang Technology Co., Ltd. for trade secret and technical secret violations, claiming that all its products are independently developed and do not infringe on others' intellectual property rights [1]. Group 1 - The lawsuit was filed on December 31, 2025, and has been accepted by the Shenzhen Intermediate People's Court [1]. - Lingming Photon asserts that Sutech's previous lawsuit against them lacks substantial evidence [1].

每经AI快讯，1月5日，深圳市灵明光子科技有限公司(简称"灵明光子")发表声明，公司于2025年12月31 日已正式起诉深圳市速腾聚创科技有限公司(简称"速腾聚创")经营秘密及技术秘密的行为，向深圳市中 级人民法院提起商业秘密侵权诉讼，该案已被立案受理。灵明光子称，所有产品均系完全自主研发的成 果，不存在任何侵犯他人知识产权的行为。速腾公司此前针对我司提起的相关诉讼，缺乏实质性证据支 持。 ...

Market Overview - The Shanghai Composite Index closed at 3968.84 points, up 0.09%[1] - The Shenzhen Component Index fell by 0.58%[1] - The Hang Seng Index rose by 2.76% to 26338.47 points, with the Hang Seng Tech Index increasing by 4%[1] - The total market turnover in Hong Kong was 140.9 billion HKD[1] U.S. Market Performance - The Dow Jones Industrial Average increased by 0.66% to 48382.39 points[1] - The S&P 500 Index rose by 0.19% to 6858.47 points[1] - The Nasdaq Composite Index decreased by 0.03% to 23235.63 points[1] Venezuela Situation - U.S. military operations captured Venezuelan President Nicolás Maduro, who is now in the U.S. for trial[8] - Trump announced that U.S. oil companies would invest billions in Venezuela's energy infrastructure[12] - The Venezuelan Supreme Court appointed Vice President Delcy Rodríguez as acting president[12] OPEC+ Response - OPEC+ decided to maintain its production cut strategy in Q1 to address global oil supply surplus risks[8] - The organization is monitoring the situation in Venezuela for potential impacts on oil supply[12] China-Korea Relations - Chinese President Xi Jinping met with South Korean President Yoon Suk-yeol, emphasizing the importance of bilateral relations[8] - Yoon reaffirmed South Korea's respect for the "One China" principle regarding Taiwan[12]