禾赛科技今日宣布，获得长城旗下新能源品牌欧拉汽车下一代车型独家定点合作。搭载禾赛激光雷达的 欧拉车型预计将于今年内量产并逐步交付至用户。未来，禾赛将继续与长城旗下包括欧拉、魏牌在内的 多个汽车品牌紧密合作，共同推动激光雷达技术普及，通过"隐形的安全气囊"。(智通财经) ...

Group 1 - The trend of intelligent driving is leading to more advanced features being integrated into lower-priced vehicles, with safety becoming a critical focus [1] - The "LiDAR" technology is now available in vehicles priced around 120,000 yuan, exemplified by the Leapmotor B10, which utilizes Hesai's ATX [1] - Hesai Technology launched the "Thousand Eyes" perception solution for L2 to L4 level intelligent driving, offering three different combinations tailored for mainstream L2 level auxiliary driving systems [1] Group 2 - Hesai also introduced a series of automotive-grade LiDAR products, including ETX ultra-long-range LiDAR, AT1440 ultra-high-definition LiDAR, and FTX pure solid-state blind-spot LiDAR [1] - Hesai is recognized as the leading player in the domestic LiDAR industry, with major clients including Li Auto, Xiaomi Auto, and BYD, with Li Auto equipping all its models with Hesai's LiDAR this year [1] - On the international front, Hesai announced a significant long-term exclusive partnership with a top European OEM, marking the largest order in the overseas front-end production LiDAR sector to date [2]

目前，图达通是全球唯一同时拥有1550nm和905nm激光雷达技术并均实现量产的企业。公司已在苏 州、德清、平湖等地建设自动化生产基地，通过规模化生产控制成本，为企业拓展市场份额奠定了基 础。 随着智能驾驶技术日渐普及，"智驾平权"已成趋势，激光雷达行业也随之进入高速发展期。在这一背景 下，图达通凭借稳定的客户基础与多元化的市场拓展策略，正在显现出日益强劲的市场竞争力与商业化 增长潜力。 此次推出的2025款蔚来"5566"系列车型在座舱体验和智能驾驶芯片领域均有显著提升。2024年，这一系 列车型销量占蔚来整体销量的比重超过六成，已成为品牌销量的中坚力量。为保障智能驾驶系统性能， 新车型搭载了图达通猎鹰系列激光雷达，采用1550nm波长技术，具备500米超远探测距离和高精度点云 成像能力，在夜晚暗光和复杂道路场景下表现突出。这一配置进一步推动蔚来智能驾驶体验的豪华化和 大众化趋势。 在深耕蔚来之外，图达通近期在市场拓展方面也取得了重要突破。据媒体消息称，公司已获得国内另一 家新势力车企的定点订单，该车企主要定位于10万到20万元的经济型市场，新订单预计将在今年内交 付。这意味着图达通在客户结构多元化方面取得 ...

Core Viewpoint - The unexpected ousting of Luminar's founder and CEO Austin Russell highlights the intense competition and challenges within the lidar industry, reflecting broader issues faced by tech startups in balancing innovation with commercial viability [2][3][9] Group 1: Company Overview - Luminar is a leading lidar technology company in the U.S., known for producing sensors and software for autonomous vehicles, serving major automotive brands like Volvo, Toyota, and Audi [5][7] - Austin Russell, the founder, became a billionaire at a young age, with his company going public on NASDAQ and experiencing a significant stock price increase shortly after [5][6] Group 2: Recent Developments - Russell was forced to resign due to an investigation by the board's audit committee regarding his business conduct, marking a dramatic shift in leadership just after the release of the company's Q1 financial report [3][4] - Paul Ricci, the new CEO, has a strong background in AI and software but faces skepticism about his ability to lead Luminar in the unfamiliar lidar sector [4][9] Group 3: Financial Performance - Luminar reported a loss of $570 million in 2023, a 26.7% increase year-over-year, and faced significant stock price declines, with shares dropping to $1.3 [7][8] - The company announced layoffs of approximately 140 employees to save between $50 million and $65 million, indicating ongoing financial strain [7][8] Group 4: Industry Context - The lidar market is becoming increasingly competitive, with some companies thriving while others, like Velodyne, have merged or disappeared [7][8] - Luminar's challenges reflect structural issues in the tech startup ecosystem, including over-reliance on capital markets and a lack of focus on scalable production capabilities [9]

近年公司激光雷达销量非线性高增，验证智能化趋势下车企对激光雷达配置需求进入爆发期，及公司行 业领军地位。2024年全年，公司激光雷达总销量约54.4万台，较2023年同比大幅增长109.6%，其中用于 ADAS应用的激光雷达产品销量约52万台。与销量高增对应，公司在2024年份额保持领先，维持头部供 应商地位，2024年速腾聚创以26%的市场份额，位居全球第一。当前，公司产品矩阵完备，从技术路径 上涵盖机械式/半固态/固态，性能上覆盖短距到超长距、低线束到高线束，应用上覆盖车载主雷达/角雷 达/机器人雷达等，能满足从入门到高阶，各类价格区间的广泛需求。 在具身智能领域，速腾聚创聚焦机器人视觉、灵巧手等增量零部件开发，推出基于手眼协同的机器人上 半身操作解决方案以及下半身移动解决方案。25年3月发布AC1，创新性地将激光雷达、摄像头与IMU 三大核心传感器进行融合。商业落地进程上，2025年被视作人形机器人量产元年，如特斯拉今年目标生 产5000台Optimus，国内如智元机器人等企业也实现千台级交付。割草机作为服务机器人的细分品类， 市场发展独具特色。就割草机器人这一细分市场来看，该行初步测算其对激光雷达产品 ...

以下文章来源于投资界 ，作者吴琼 杨文静 投资界 . 清科创业旗下创业与投资资讯平台 打破印象。 文 ｜ 吴琼 杨文静 来源｜ 投资界（ID：pedaily2012） 封面来源 ｜ IC photo "我是潮汕人，创业是一个必选题。" 4月底，云鲸智能创始人张峻彬跟投资界聊起创业初衷。此时他所创立的扫地机器人云鲸宣布完成1亿美元融资，由腾讯投资与北京机器人产业发展投资基金 联合领投。"我们民风彪悍。"张峻彬微信签名上的一句话令人印象深刻。 无独有偶，最近具身智能公司穹彻智能完成数亿元融资，身后两位创始人同样来自潮汕——卢策吾与王世全。从汕头走出来，他们日后机缘巧合成了斯坦福 大学校友，最终在上海开始创业之旅，成为风投机构争抢的对象。 "他来自潮汕。"上一次听到投资人这样评价，是聊起月之暗面创始人杨植麟。这位清华90后带队创立国内大模型现象级产品Kimi，一度席卷创投圈。 卢策吾、王世全、杨植麟、张峻彬 敢闯敢拼，早年间潮汕人驰骋华人世界，涌现出无数白手起家的商界英雄。但不同以往印象，如今我们看到一个新群体悄然崛起——众多名校出身的潮汕青 年，正在排队完成融资。 潮汕青年，批量诞生独角兽 透过卢策吾，一个不同于 ...

Core Viewpoint - The article highlights the emergence of a new generation of highly educated entrepreneurs from the Chaoshan region, breaking traditional stereotypes associated with local businesspeople and showcasing their success in the tech industry [4][12]. Group 1: Entrepreneurial Success Stories - Zhang Junbin, founder of Yunji Intelligent, recently secured $100 million in funding, marking a significant milestone for his sweeping robot company [1]. - Lu Ce Wu and Wang Shi Quan, founders of Qiong Che Intelligent, have also gained attention after raising several hundred million yuan, showcasing the rise of Chaoshan youth in the tech sector [1][4]. - Yang Zhilin, a Tsinghua University graduate, created the popular AI model Kimi, attracting interest from major venture capital firms and tech giants [1][7]. Group 2: Educational Background and Career Paths - Lu Ce Wu, born in 1982, has an impressive academic background, including degrees from multiple prestigious institutions and postdoctoral research at Stanford University [6]. - Yang Zhilin excelled academically, winning competitions and graduating at the top of his class from Tsinghua University before pursuing further studies in the U.S. [7]. - Zhang Junbin founded Yunji Intelligent while studying in Shenzhen, demonstrating a strong interest in robotics from a young age [7][8]. Group 3: Changing Perceptions of Chaoshan Entrepreneurs - Historically, Chaoshan entrepreneurs were viewed as less educated and primarily focused on traditional business practices, but this perception is shifting as younger, highly educated individuals emerge [10][11]. - The article emphasizes that the new generation of Chaoshan entrepreneurs is characterized by a willingness to innovate and embrace technology, contrasting with the traditional "grassroots" image [14][15]. - The success of individuals like Huang Yuanhao, who founded a leading 3D perception chip company, exemplifies the changing landscape of entrepreneurship in the region [14]. Group 4: Impact of Cultural and Economic Shifts - The article notes that the traditional entrepreneurial spirit of Chaoshan, rooted in hard work and risk-taking, is evolving as the region adapts to modern technological advancements [10][12]. - The rise of tech-focused education in Chaoshan, with many students gaining admission to top universities, is contributing to the development of a new wave of entrepreneurs [12][15]. - Recent trends indicate a resurgence of interest in local entrepreneurship, with young Chaoshan individuals considering returning to their hometowns to start businesses [15].

Core Viewpoint - Beijing University, celebrating its 127th anniversary, has played a pivotal role in China's intellectual and technological advancements, producing numerous influential figures in various fields, including technology, medicine, and investment [1][2][4]. Group 1: Historical Contributions - Beijing University has been a beacon of enlightenment and national rejuvenation since its inception, promoting values of patriotism, progress, democracy, and science [1]. - The university has been instrumental in significant historical movements, such as the May Fourth Movement and the development of key technologies like nuclear physics and space exploration [1]. - Notable alumni include pioneers in various fields, such as nuclear physicist Yu Min, and Nobel laureate Tu Youyou, showcasing the university's impact on global scientific advancements [1]. Group 2: Influence in the Digital Age - In the digital era, Beijing University has produced influential entrepreneurs like Baidu's founder Robin Li and NIO's founder Li Bin, who have made significant contributions to their respective industries [2][3]. - The university's alumni are also prominent in the venture capital sector, with figures like Li Wei and Wang Qiang leading investment firms that support innovation and entrepreneurship [2]. Group 3: IPO and Investment Activities - The university's alumni continue to make waves in the stock market, with notable IPOs such as Shengke Nano, led by alumnus Li Xiaomin, marking significant milestones for Jiangsu province [4][6]. - Other alumni-led companies, like Tudatong and Naxin Micro, are also pursuing IPOs, indicating a strong presence of Beijing University graduates in the capital markets [7][8]. Group 4: Venture Capital Initiatives - Beijing University has established various funds and initiatives to support technology transfer and innovation, including the Yuanpei Fund and Yan Yuan Venture Capital, aimed at fostering early-stage startups [15][16][17]. - The university's efforts in creating a robust innovation ecosystem are evident through partnerships with local governments and the establishment of incubators to support tech startups [20][21]. Group 5: Future Directions - The university is focused on enhancing its role in national modernization and innovation, with plans to further integrate research and commercialization efforts [18][22]. - The upcoming Yan Yuan International Innovation Competition and other initiatives aim to strengthen the university's position in the tech innovation landscape [21][22].

记者 吴越 "总书记在上海考察时，勉励青年人把个人奋斗同国家前途命运紧紧联系在一起，跑好历史的接力 棒，在推进中国式现代化的宽广舞台上绽放绚丽的青春光彩，令我们深受鼓舞。"禾赛科技联合创始 人、CEO李一帆介绍，禾赛科技现有超过一千名员工，研发人员占比近70%，员工平均年龄31岁。 在嘉定工业区，像禾赛科技这样"科创青年含量足"的科技企业还有很多。作为嘉定区"经济发展重 要增长极、产业转型主战场、科技创新核心区"，嘉定工业区正奋力培育科技产业、营造创新创业氛 围，为上海加快建成具有全球影响力的科技创新高地贡献力量。 激光雷达作为智能汽车和机器人的"眼睛"，为智能汽车和机器人提供高精度环境感知能力。 经过11年的奋斗，禾赛科技从行业"跟跑者"蜕变为"领跑者"，现已成为全球领先的激光雷达研发与 制造企业，产品广泛应用于支持高级辅助驾驶系统的乘用车、商用车和自动驾驶汽车，以及各类智能机 器人，客户遍及全球40多个国家及地区。 距其不远处，一批科创"新动能"发力行动重点项目也在如火如荼地推进中。以打造"全球自动驾驶 芯片创新中心"为目标，上海汽车芯片工程中心项目正在建设第三方车规级芯片研发中试线及小批量生 产线，目前 ...

Core Insights - Hesai Technology has signed a strategic cooperation agreement with Keting Technology, a high-end smart courtyard brand under the Chasing Chain ecosystem [1] Company Summary - Hesai Technology will provide 300,000 units of the JT series LiDAR to Keting Technology within the next year [1]