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港股异动 | 速腾聚创(02498)涨超4% 公司受益ADAS及高阶智驾快速发展 AC系列有望打开长期增长空间
智通财经网· 2026-01-06 06:29
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]
速腾聚创涨超4% 公司受益ADAS及高阶智驾快速发展 AC系列有望打开长期增长空间
Zhi Tong Cai Jing· 2026-01-06 06:27
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]
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
Xin Lang Cai Jing· 2025-12-12 04:16
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]