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速腾聚创发布2025年Q2财报:机器人业务爆发增长631.9% 毛利率连续六季度攀升
Zhi Tong Cai Jing· 2025-08-21 11:27
Core Viewpoint - The company, SUTENG JUCHUANG, reported significant growth in its Q2 2025 financial results, driven primarily by its robot business and improved gross margins, indicating strong operational efficiency and market demand for its products [1][2]. Financial Performance - The company achieved revenue of approximately 460 million yuan in Q2 2025, representing a year-on-year increase of 24.4% and a quarter-on-quarter increase of 38.9% [1]. - The gross margin improved from 12.3% in Q1 2024 to 27.7% in Q2 2025, marking six consecutive quarters of growth [1]. Product Sales and Growth - Robot business sales surged to 34,400 units, a remarkable year-on-year increase of 631.9%, becoming the core driver of the company's performance [1]. - Total sales of LiDAR units reached 158,200 in Q2, with a year-on-year growth of 28.6% and a quarter-on-quarter growth of 45.7% [1]. - In the ADAS sector, 123,800 units were delivered, reflecting a year-on-year increase of 4.6% and a quarter-on-quarter increase of 28% [1]. - The EM series products secured 45 model designations from 8 OEMs within six months, marking a significant milestone as the first to mass-produce the 520-line LiDAR [1]. Future Growth Potential - The robot sector generated approximately 150 million yuan in revenue, with a quarter-on-quarter growth of 100.7%, indicating a strong market demand and potential for future expansion [1]. - The company is leveraging its "robotic eye" technology to empower industries, laying a solid foundation for future growth [1].