Core Viewpoint - Seyond Holdings Ltd. (图达通控股有限公司) has taken a significant step in its capital process by receiving the overseas issuance and listing filing notice from the China Securities Regulatory Commission, which will enhance its global business layout and technology research and development capabilities [2]. Group 1: Company Overview - Founded in 2016, the company focuses on the design, development, and production of automotive-grade LiDAR, providing high-performance solutions for Advanced Driver Assistance Systems (ADAS), Autonomous Driving Systems (ADS), and other automotive and non-automotive applications [2]. - The company plans to deliver approximately 230,000 automotive-grade LiDAR units in 2024, ranking second globally in cumulative sales revenue for ADAS LiDAR solutions from 2022 to 2024, as well as in the first quarter of this year [2]. Group 2: Product Strategy - The company employs a "dual technology route" strategy, featuring the high-performance Falcon series (1550nm) and the platform-based Sparrow series (905nm/940nm), achieving large-scale production of both product lines to meet the performance demands of high-end models and the scalability for models priced around 100,000 yuan [3]. - In the passenger vehicle sector, the company has deepened its collaboration with NIO, delivering over 500,000 units of the 1550nm Falcon series across nine models, and has recently secured orders from three state-owned automotive manufacturers and a mainstream joint venture automaker, expected to convert into sales by the end of 2025 [3]. Group 3: Market Expansion - Beyond passenger vehicles, the company is accelerating its penetration into commercial vehicles, robotics, smart transportation, and industrial automation markets, establishing stable partnerships in the commercial vehicle sector with companies like Deepway, Shaanxi Automobile, and Wincheer Technology [3]. - In the robotics sector, the company has secured large-scale orders from leading firms such as Ninebot, Zhongli, Yushi Technology, and Kusa Technology, covering scenarios like logistics handling and sanitation operations [3]. Group 4: Financial Performance - The rapid advancement in commercialization has led to continuous optimization of the company's operating conditions, with revenue projected to grow from $66 million in 2022 to $160 million in 2024, and achieving a gross margin of 12.6% in the first quarter of 2025, continuing the positive trend from the fourth quarter of 2024 [4]. - The reduction in losses indicates that the company has effectively crossed the commercialization threshold faced by the industry, benefiting from cost reduction through large-scale production and optimized supply chain management [4]. - Both industry and policy factors are actively driving the explosive demand for LiDAR, positioning the company favorably for greater growth opportunities based on its technological accumulation and market positioning [4].

8月26日，港交所最新公告显示，Seyond图达通更新了招股书。招股书显示，2025年第一季度，公司实现收入2529.6万美元，毛 利润为319.7万美元，毛利率为12.6%，延续了2024年第四季度的正向毛利态势。图达通表示，根据赢单设计转化为采购订单的 历史转化率，公司预计该等赢单设计能在一年内转化为销售订单。 | | 截至12月31日止年度 | | | 截至3月31日止三個月 | | | --- | --- | --- | --- | --- | --- | | | 2022年 | 2023年 | 2024年 | 2024年 | 2025年 | | | | | (千美元) | | | | | | | | (未經審計) | | | 收入 | 66,302 | 121,108 | 159.575 | 26,222 | 25.296 | | (毛損)毛利 | (41,321) | (42,359) | (13.906) | (8,801) | 3.197 | | 年 / 期內虧損 | (188,165) | (218.970) | (398,195) | (40,446) | (14.813) | | (毛損 ...

本次定点的汽车集团是中国汽车行业的龙头。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， 图达通今日宣布，已与中国头部汽车集团达成合作，获得其旗下多个品牌车型 定点。图达通将作为独家激光雷达供应商，为这些车型提供 905nm灵雀系列E1X产品。 图达通表示，本次合作是公司商业化进程中一块重要的里程碑，无论从客户地位、产品类别、车型数 量等各方面来说，均是一次质与量的大踏步飞跃。 本次 定点的汽车集团是中国汽车行业的龙头， 24年整车销量排名高居前列。此次定点包含该集团下 的自主品牌、全球品牌和新能源品牌等，覆盖数款车型，将于2026年量产。公开资料显示，这些品 牌在中国乃至全球都拥有广泛且深厚的用户基础，预计此次定点的车型在未来3年的销量将达数十万 台。 事实上，基于 1550nm猎鹰系列激光雷达累积出货超50万台的成绩，图达通已站稳车规级激光雷达 市场。 本次 将为数款车型提供 905nm灵雀E1X产品 ——其作为 一款远距离主视激光雷达产品， 采用前沿电子光学技术，实现了小巧体积与强劲性能的结合。 此前，灵雀 E1X便已获得某家头部新势力车企 ...