9月11日，在2025年德国国际汽车及智慧出行博览会(IAA MOBILITY 2025)上，RoboSense速腾聚创(02498)宣布与英伟达(NVDA.US)进一步深化合作，全球 唯一可量产的高性能车规级数字化激光雷达E1、EMX和EM4，将接入NVIDIA DRIVE生态，为NVIDIA DRIVE AGX 车载计算平台提供高清三维感知数据支 持，将缩短自动驾驶技术开发与测试周期，加速车企推进自动驾驶系统部署及应用进程。 NVIDIA DRIVE AGX Thor芯片与速腾聚创高线数数字化激光雷达EM平台的组合，正在成为新一代自动驾驶系统的最优选。包括极氪、智己、比亚迪 （002594）、广汽等多家汽车厂商，百度Apollo、文远知行、小马智行等Robotaxi头部厂商，以及Nuro、Aurora等北美头部Robotaxi厂商，均已采用NVIDIA DRIVE AGX开发新一代自动驾驶系统。 NVIDIA DRIVE AGX是全球首个可拓展的高效AI计算平台，其核心优势在于能够深度整合激光雷达、摄像头、毫米波雷达等多类型传感器数据，通过强大 的 AI 算法实现鲁棒感知与实时决策。其中，NVIDIA D ...

Performance Summary - In Q1 2025, the company's revenue was 328 million yuan, a decrease of 12.4% year-on-year and 30.7% quarter-on-quarter, with a gross margin of 23.5%, an increase of 11.2 percentage points year-on-year and 1.4 percentage points quarter-on-quarter [1] - The net profit for Q1 2025 was -100 million yuan, compared to -130 million yuan in Q1 2024 and -130 million yuan in Q4 2024 [1] Product Sales Analysis - The total sales of LiDAR products for ADAS applications decreased from approximately 120,400 units in Q1 2024 to about 108,600 units in Q1 2025, primarily due to a decline in sales of automotive-grade solid-state LiDAR [1] - Sales of LiDAR products for robotics and other applications increased from approximately 4,200 units in Q1 2024 to about 11,900 units in Q1 2025, driven by the increased sales of E1R and Airy products [2] Company Developments - As of March 2025, the company secured mass production orders for over 100 models from 30 automotive manufacturers and tier-one suppliers, achieving SOP for 38 models from 12 clients [2] - In January 2025, the company launched the world's first 1,000-line ultra-long-range digital LiDAR EM4, featuring 1080 line emission capability and a detection range of up to 600 meters, along with new LiDAR products E1R and Airy, and the second-generation dexterous hand Papert 2.0 [2] - In February 2025, the company celebrated the off-line ceremony of its one-millionth LiDAR unit, marking it as the first company globally to achieve this milestone in high-line count LiDAR production [2] New Product Launches - In March 2025, the company introduced the AC1, a new robotic vision product based on the Active Camera platform, which integrates LiDAR, cameras, and IMU with a 120°×60° field of view and a measurement range of 70 meters [3] - In April 2025, the company released the next-generation digital LiDAR EMX, featuring true 192 lines, 2.88 million points per second high-resolution point cloud output, a detection range of 300 meters, and an angular resolution of 0.08°×0.1° [3] Strategic Partnerships - The company has achieved significant breakthroughs in the lawn care robot market, securing exclusive partnerships with two leading lawn care robot clients [3] - In May 2025, the company announced a strategic collaboration with Kuka Technology, setting a record for the largest LiDAR order in the lawn care robot industry, with plans to deliver 1.2 million automotive-grade solid-state LiDAR units over the next three years for developing advanced intelligent lawn care robot perception systems [3]