（文章来源：证券日报） 证券日报网讯豪恩汽电11月4日在互动平台回答投资者提问时表示，豪恩机器人子公司目前涉及的感知 系统产品主要包括超声波感知、摄像感知、RGBD相机、固态激光雷达等，以上产品均可用于无人物流 车。 ...

光速光合创始合伙人宓群（右二）与禾赛科技创始团队在港交所上市现场。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， 全球激光雷达领先企业禾赛科技 (N a sdag:HSAI: HKEX:2525) 于 2025年9 月16日 正式 在 香港交易所主板挂牌上市， 成为首家实现 "美股+港股"双重主要上市的激光雷达企 业。 值得一提的是， 本次 IPO是迄今为止全球激光雷达行业规模最大IPO，也是近四年来融资规模最大 的中概股回港IPO ，绿鞋前融资总额超过 41.6亿港元(5.33 亿美元)。 同时， 禾赛 科技 本次发行 还 获得全球投资人火热认购，成功引入全球顶级主权及长线基金、中资 意见领袖、多策略基金和知名产业投资者，彰显资本市场对于激光雷达赛道的战略共识，以及对禾赛 科技商业化能力和技术价值的认可。 光速光合创始合伙人宓群在港交所上市现场表示， "很高兴能再次见证禾赛科技发展的又一里程碑。 中国的创新需要在早期有真正懂行业的风险资金来支持 ，我们有幸找到了行业里最有潜力的公司， 不仅是资金支持，宓群还在战略布局上前瞻性地给予禾赛科技帮 ...

Core Insights - The automotive parts industry is experiencing steady growth, with over 50% of the 106 listed companies reporting both revenue and net profit increases for the first half of 2025 [1][2] - The rapid growth of the new energy vehicle (NEV) sector is identified as a key driver for the performance of automotive parts companies [1][2] - Companies are increasingly investing in the robotics sector, leveraging their existing manufacturing capabilities to tap into the expanding market [1][4][5] Industry Performance - As of August 26, 2025, more than half of the automotive parts companies reported revenue and net profit growth, with Zhejiang Fute Technology Co., Ltd. leading in revenue growth at 122.64% [2] - The automotive industry in China saw production and sales reach 15.62 million and 15.65 million units respectively in the first half of 2025, marking year-on-year increases of 12.5% and 11.4% [2] - NEV production and sales reached 6.97 million and 6.94 million units, with year-on-year growth of 41.4% and 40.3%, making up 44.3% of total new car sales [2] Robotics Sector Engagement - Automotive parts companies are actively entering the robotics industry, with collaborations such as the partnership between Xiling Power and the Zhejiang Humanoid Robot Innovation Center [4] - WanTong Intelligent Control Co., Ltd. has established a joint research center with Zhejiang University to enhance its capabilities in embodied intelligent perception [4] - Companies like Shenzhen Haon Automotive Electronics Equipment Co., Ltd. are developing sensor products for robotics, indicating a strategic shift towards this emerging market [4][5] Market Opportunities - The growth of the NEV sector presents opportunities for domestic automotive parts suppliers to replace foreign manufacturers [3] - The overlap between automotive components and robotics parts, such as motors and sensors, positions automotive parts companies favorably in the robotics market [5] - The robotics market is seen as a new economic growth point, with significant potential in industrial automation and service robots, encouraging automotive parts companies to diversify their business [5]

Core Viewpoint - The company, Haoen Automotive Electronics, plans to launch L3 autonomous driving products next year, moving from its current L2+ capabilities [1] Group 1: Autonomous Driving Technology - The company currently operates at L2+ level in autonomous driving perception systems and expects to reach L3 by next year [1] - Plans include the development of products such as lidar and thermal imaging to meet the safety redundancy requirements for L3 [1] Group 2: Domain Control Systems - The company has already mass-produced low-computing power domain control solutions and is gradually developing high-computing power products [1] Group 3: Robotics Subsidiary - A subsidiary focused on robotics has been established, primarily dealing with perception system products, including ultrasonic modules, RGBD depth cameras, and solid-state lidar [1] - Future expansions will include tactile sensors, electronic skin, and multi-dimensional force sensors [1] - The company is in discussions with multiple robotics firms for technical exchanges and negotiations [1]

据 Mordor Intelligence 数据， 2021-2024年全球割草机器人市场规模从15亿增至 26亿美元，行业复合 增长20%。 Fortune Business Insights进一步预测，到2028年割草机器人市场规模将增长至40.4亿美 元。 草坪作为欧美家庭重要的户外空间，不仅是彰显社会地位的标志性元素，更是社区社交生活的重要载体。据统 计，目前全球私人花园数量已达2.5亿个，其中欧美地区占据绝对主导地位—— 美国约1亿个，欧洲超过 8000万个，两大区域合计占比高达全球总量的72%。 近年来，随着欧美各国环保法规日趋严格和社区景观标准的提升，家庭草坪养护需求呈现持续增长态势。然而 值得注意的是， 智能割草机器人在这一广阔市场的渗透率仍处于较低水平： 北美市场渗透率尚不足6%，即 便是智能化程度较高的欧洲市场，渗透率也仅维持在10%-30%区间。这一现状与快速增长的草坪养护需求 形成了鲜明对比，折射出巨大的市场发展潜力。 ▍三重领先优势，重新 定义割草机器人感知新标准 面对这一 快速成长的市场， 九号、库犸、科沃斯、石头等知名机器人厂商纷纷加大投入， 奋力角逐智能割 草机器人市场，但 在 ...