销售纯电自动驾驶矿车属于伯镭科技的主力业务智车，根据灼识咨询的资料，在自动驾驶矿卡解决方案 提供商中，伯镭科技是业内唯一拥有自主生产设施的供应商，同时也是充换电一体矿卡的独家提供商。 智车业务主要通过三种方式获得营收，除了向终端客户直接销售车辆，还包括向租赁公司销售车辆以及 销售iDrive自动驾驶系统在内的自动驾驶解决方案。以招股书披露的2023年、2024年及去年前三季度业 绩为准，智车业务营收分别为5788.7万元、1.49亿元、2.91亿元，营收占比分别为83.2%、87.2%、 92.4%。 相比2024年前三季度，伯镭科技在去年前三季度销售的自动驾驶矿卡数量从0增至136辆，这也成为智车 业务营收同比增长1298.6%的主要原因。对于136辆矿卡的车型比例以及采用自有品牌模式的运营原 因，北京商报记者通过官方渠道对伯镭科技进行采访，但截至发稿对方未予回应。 不过，伯镭科技方面在招股书中表示，公司聘请第三方供应商提供产品制造所需的零部件及组件，也与 合同制造商合作，由其负责车辆及其他产品的制造、组装与测试工作。同时在风险因素板块提到，"公 司依赖第三方供应商制造、组装及测试我们的产品，会削弱我们对产 ...

Core Viewpoint - The article discusses the advancements and market positioning of Berai Technology in the field of autonomous electric mining trucks, emphasizing its unique battery swapping model and its expansion into international markets [2][4]. Group 1: Company Overview - Berai Technology, founded by Jacky Hu in 2015, initially focused on drone inspection before pivoting to autonomous mining trucks due to higher market demand [6][7]. - The company has developed a battery swapping model for its electric mining trucks, significantly reducing downtime compared to traditional charging methods [9][12]. Group 2: Market Demand and Strategy - The demand for autonomous mining trucks is driven by the need for cost reduction and efficiency improvements in mining operations, with transportation costs accounting for over 60% of overall costs [7][11]. - Berai Technology's trucks are designed to meet the specific needs of different mining regions, balancing between automation and electrification based on local labor conditions [11][12]. Group 3: Technological Innovations - The company has implemented a "vehicle-battery separation" model, allowing for lower upfront costs for customers by selling trucks without batteries, which are maintained by specialized companies [15][16]. - Berai Technology is also developing its own battery swapping stations, which will support various battery models and operate without human supervision [16][17]. Group 4: Production and Expansion - The company plans to double its production capacity following a recent round of financing, with a goal of delivering over 300 trucks annually [24]. - Berai Technology has begun expanding into international markets, securing contracts with major mining companies like Vale and exploring opportunities in Southeast Asia and Australia [25][27]. Group 5: Competitive Landscape - The article highlights the competitive challenges Berai Technology faces from established global players like Komatsu and Caterpillar, which have significant brand recognition [27]. - Despite these challenges, Berai Technology differentiates itself by focusing on self-developed products rather than retrofitting existing vehicles for automation [27][28].