| HSAI 天赛 | | | | --- | --- | --- | | 19 210 + +0.300 +1.59% | | 收盘价 12/03 15:59 美东 | | 20.240 ↑ 1.030 +5.36% | | 盘前价 12/04 04:19 美东 | | 三 7 24 华 S S 日 ♥ 白选 | | ● 快捷交易 | | 最高价 19.390 | 开盘价 18.900 | 成交量 91.32万 | | 最低价 18.786 | 昨收价 18.910 | 成交额 1747.16万 | | 平均价 19.131 | 市智率 M 42.97 | 总市值 29.99亿 (…) | | 振 幅 3.19% | 市盈率(静) 亏损 | 总股本 1.56亿 | | 换手率 0.73% | 市净率 2.396 | 流通值 24.2亿 | | 52周最高 30.850 | 委 比 -99.60% | 流通股 1.26亿 | | 52周最低 10.010 | 量 比 0.31 | 色 主 1股 | | 历史最高 30.850 | 股息TTM -- | 换股比率 1.00 | | 历史最低 3.280 | 股息 ...

Core Viewpoint - RoboSense's innovative technology in robot vision is driving the commercialization of humanoid robots, as evidenced by the launch of the T800 humanoid robot and the partnership with Guangdong Gaoyu Technology [1] Group 1: Company Developments - Suoteng Juchuang (02498) saw a stock price increase of 3.34%, reaching HKD 32.16, with a trading volume of HKD 165 million [1] - The T800 humanoid robot, equipped with RoboSense's "Robot Mobile Eye" AC1, was launched on December 2, with a starting price of RMB 180,000, marking a significant advancement in the humanoid robot sector since the AC1's release in March [1] - On December 3, Suoteng Juchuang announced a partnership with Guangdong Gaoyu Technology, providing over 500-line digital laser radar EM4 for integration into Gaoyu's multi-rotor product, GOVY AirCab, which is nearing mass production after completing 3,000 test flights [1] Group 2: Industry Insights - The launch of the T800 humanoid robot signifies ongoing innovation in the robot vision field, contributing to the commercial viability of humanoid robots [1] - The collaboration with Guangdong Gaoyu Technology highlights the acceleration of technological integration and commercialization in the low-altitude intelligent connectivity sector [1]

Core Viewpoint - The lawsuit between Suoteng Juchuang and Lingming Photon over the alleged infringement of self-developed SPAD chip technology is seen as a significant case in the laser radar industry, highlighting the competitive landscape of the technology sector in China [2][3][6]. Group 1: Legal Dispute Overview - Suoteng Juchuang has filed a lawsuit against Lingming Photon for allegedly infringing on trade secrets related to SPAD chip technology, claiming that Lingming's actions harm its technological achievements and market advantages [2][3]. - The Shenzhen Intermediate People's Court has accepted the case, which may have broader implications for the laser radar industry and the technology sector as a whole [3]. - The dispute arose from a collaboration that began in 2021, where both companies worked on SPAD-SoC technology, but the partnership ended due to unsatisfactory results in 2023 [4]. Group 2: Technological Developments - Suoteng Juchuang independently developed and achieved mass production of the world's first 2D scanning large-area SPAD-SoC chip in 2024, which is currently the only one of its kind in mass production [4][5]. - Lingming Photon completed its chip design in early 2023 and plans to mass-produce the ADS6311 chip by 2025, with several laser radar companies expected to adopt it for products in 2026 [4]. Group 3: Industry Implications - The lawsuit indicates a shift in the competitive logic of the laser radar industry from product integration to chip control, emphasizing the importance of self-developed core chips for market positioning and pricing power [6]. - The case serves as a warning for the protection of technological innovation environments, reflecting on the industry's tendency to prioritize collaboration over clear boundaries [6]. - The long-term vision for Chinese technology companies is to expand beyond domestic markets and foster win-win partnerships within the legal framework to promote healthy and sustainable development in the technology sector [6].

Core Viewpoint - RoboSense's innovative technology in robot vision is driving the commercialization of humanoid robots, highlighted by the launch of the T800 humanoid robot and a strategic partnership with Guangdong Gaoyu Technology [1][1][1] Group 1: Company Developments - RoboSense's stock price increased by 3.34%, reaching HKD 32.16, with a trading volume of HKD 165 million [1] - The T800 humanoid robot, equipped with RoboSense's "Robot Mobile Eye" AC1, was launched on December 2, with a starting price of RMB 180,000, marking a significant application in the humanoid robot sector since the AC1's release in March [1][1] - On December 3, RoboSense announced a partnership with Guangdong Gaoyu Technology to provide over 500-line digital laser radar EM4 for Gaoyu's multi-rotor product GOVY AirCab, which is entering mass production after completing 3,000 test flights [1][1][1] Group 2: Industry Implications - The launch of the T800 and the partnership with Guangdong Gaoyu Technology signify advancements in the humanoid robot industry and low-altitude intelligent connectivity, indicating a trend towards increased technological integration and commercialization [1][1][1]

高域科技是由广汽集团全力支持的低空出行科技生态企业，具有"关键核心技术自研 + 成熟运维平台 + 汽车产业链生态链"的 核心优势，目前已研发出GOVY AirCab、GOVY AirCar和GOVY AirJet 多款构型。其中GOVY AirCab适用于城市接驳、文旅观光 等应用场景。该产品搭载L4级自动驾驶系统，融合EM4高稠密数字化激光雷达及双异构视觉相机，结合500 TOPS高算力芯片，可 识别200米外小型无人机、飞鸟入侵及150米外的高压线，实时感知目标三维动向，预判轨迹并快速规划避障路线。目前GOVY AirCab已完成第3000架次试验试飞，适航审定进入关键阶段，即将量产。 速腾聚创通过全栈自研芯片技术，推动行业进入数字化时代。EM4基于SPAD-SoC与VCSEL数字化架构，具备行业领先的测距 能力，能精准识别远处小型障碍物，提升GOVY AirCab在低空飞行中对无人机、飞鸟、高压线等障碍物的应对能力，保障飞行安 全与稳定着陆。 12月3日，速腾聚创（RoboSense）与广东高域科技有限公司（简称"高域"）宣布达成定点合作。速腾聚创超500线数字化激光 雷达EM4将作为核心感知部件，搭载 ...

消息面上，11月24日，禾赛科技重磅发布基于RISC-V架构的激光雷达专用高性能智能主控芯片费米 C500，同时发布全球唯一"光子隔离"安全技术，和256线安全激光雷达ATX焕新版。目前，"光子隔离技 术"已全系搭载至禾赛ATX、ETX等主激光雷达，具备超越行业的安全性与可靠性，做到了物理层面的 极致"零误报"。 智通财经获悉，禾赛-W(02525)再涨超6%，截至发稿，涨6.12%，报156港元，成交额3648.96万港元。 中金发布研报指出，公司是全球首家且唯一实现盈利的上市激光雷达公司，凭借芯片化技术等构建核心 护城河，多因素推动行业进入高速增长期。 该行预计，随着城市导航辅助驾驶(NOA)功能普及等，公 司2025、2028年中国车载激光雷达出货量分别突破300万台、1000万台，年均复合增长率为58%，机器 人领域成新增长极，海外市场静待爆发。 本文源自：智通财经网 ...

优必选(09880)涨超3%，公司与卓世科技达成合作，5年内部署1万台人形机器人。 禾赛-W(02525)涨超6%，公司近期发布自研RISC-V激光雷达主控芯片费米C500。 英诺赛科(02577)涨超4%，与安森美半导体达成战略合作，推进氮化镓生态建设。 大众公用(01635)午前涨超6%，摩尔线程明日上市，旗下深创投参投摩尔线程。 环球新材国际(06616)再涨超5%，10月底至今股价已翻倍，公司近期增持七色珠光股份。 歌礼制药-B(01672)涨超9%，昨日回购130万股股份，此前宣布最多3亿港元回购。 加科思-B(01167)盘中涨超5%，附属收到1.25亿元首付款，联合疗法登上《柳叶刀》。 太平洋航运(02343)再涨超4%，BDI指数创近两年新高，干散货海运行业拐点将至。 资本界金控(00204)跌超40%，本周累跌逾八成，该股近期现一宗转仓异动。 本文源自：智通财经网 机器人概念股涨幅居前，多股涨幅超3%。据报特朗普政府力推机器人产业发展。德昌电机控股(00179) 涨9%；三花智控(02050)涨超9%；越疆(02432)涨2%。 智通财经获悉，港股恒生指数涨0.19%，涨48点，报25809 ...

Group 1 - The Hang Seng Index rose by 0.19%, gaining 48 points to close at 25,809 points, while the Hang Seng Tech Index increased by 0.58% [1] - The trading volume in the Hong Kong stock market reached 92.2 billion HKD in the morning session [1] - Robotics concept stocks led the gains, with several stocks rising over 3%, driven by reports of the Trump administration promoting the robotics industry [1] Group 2 - UBTECH (09880) rose over 3% after announcing a partnership with ZHOS Technology to deploy 10,000 humanoid robots over five years [2] - Hesai Technology (02525) increased by over 6% following the release of its self-developed RISC-V laser radar main control chip, Fermi C500 [2] - InnoCare Pharma (02577) saw a rise of over 4% after forming a strategic partnership with ON Semiconductor to advance the GaN ecosystem [2] - Dazhong Public Utilities (01635) surged over 6% ahead of the listing of Moole Thread, with its subsidiary Deep Venture Capital participating in the investment [2] - Global New Materials International (06616) rose over 5%, with its stock price doubling since the end of October, following an increase in holdings of Seven Color Pearl Coatings [2] - Gilead Sciences-B (01672) increased over 9% after repurchasing 1.3 million shares and announcing a buyback of up to 300 million HKD [2] - Kacos-B (01167) saw a mid-session rise of over 5% after its subsidiary received a 125 million HKD initial payment for a joint therapy featured in The Lancet [2] - Pacific Shipping (02343) rose over 4% as the BDI index reached a nearly two-year high, indicating a turning point for the dry bulk shipping industry [2] - Capital Market Holdings (00204) fell over 40%, with a cumulative decline of over 80% this week, following a significant transfer of shares [2]

消息面上，11月24日，禾赛科技重磅发布基于RISC-V架构的激光雷达专用高性能智能主控芯片费米 C500，同时发布全球唯一"光子隔离"安全技术，和256线安全激光雷达ATX焕新版。目前，"光子隔离技 术"已全系搭载至禾赛ATX、ETX等主激光雷达，具备超越行业的安全性与可靠性，做到了物理层面的 极致"零误报"。 中金发布研报指出，公司是全球首家且唯一实现盈利的上市激光雷达公司，凭借芯片化技术等构建核心 护城河，多因素推动行业进入高速增长期。 该行预计，随着城市导航辅助驾驶(NOA)功能普及等，公 司2025、2028年中国车载激光雷达出货量分别突破300万台、1000万台，年均复合增长率为58%，机器 人领域成新增长极，海外市场静待爆发。 禾赛-W(02525)再涨超6%，截至发稿，涨6.12%，报156港元，成交额3648.96万港元。 ...

智通财经APP获悉，禾赛-W(02525)再涨超6%，截至发稿，涨6.12%，报156港元，成交额3648.96万港 元。 消息面上，11月24日，禾赛科技重磅发布基于RISC-V架构的激光雷达专用高性能智能主控芯片费米 C500，同时发布全球唯一"光子隔离"安全技术，和256线安全激光雷达ATX焕新版。目前，"光子隔离技 术"已全系搭载至禾赛ATX、ETX等主激光雷达，具备超越行业的安全性与可靠性，做到了物理层面的 极致"零误报"。 中金发布研报指出，公司是全球首家且唯一实现盈利的上市激光雷达公司，凭借芯片化技术等构建核心 护城河，多因素推动行业进入高速增长期。 该行预计，随着城市导航辅助驾驶(NOA)功能普及等，公 司2025、2028年中国车载激光雷达出货量分别突破300万台、1000万台，年均复合增长率为58%，机器 人领域成新增长极，海外市场静待爆发。 ...