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中海达:激光雷达产品在公司地形测绘、电力巡检、电力线路勘察测量、河床形态测量等业务中均有应用
Mei Ri Jing Ji Xin Wen· 2025-09-23 01:05
中海达(300177.SZ)9月23日在投资者互动平台表示,激光雷达产品是公司主要核心技术及产品之一, 在公司地形测绘、电力巡检、电力线路勘察测量、河床形态测量等业务中均有应用。关于公司的技术产 品情况,请关注公司定期报告相关章节内容。 每经AI快讯,有投资者在投资者互动平台提问:公司激光雷达最近销售业绩如何?产能是否足够? (记者 王瀚黎) ...
煜炜光学中标中煤科工“揭榜挂帅”项目,助力矿山智能化转型
Sou Hu Cai Jing· 2025-09-20 07:16
其产品已广泛应用于智慧公路、工业自动化、电力、智慧城市等多个领域,并与国铁集团、国家能源集 团、中石化等大型央企建立稳定合作。此次中标进一步巩固了煜炜光学在高端传感领域的市场地位,也 为实现"透明矿山"目标提供了关键技术支撑。 南山智园崇文园区作为南山区重点打造的高科技产业集聚区,聚焦集成电路、人工智能等前沿产业,为 煜炜光学等创新企业提供了重要发展平台。 近日,南山智园崇文园区入驻企业煜炜光学成功中标中国煤炭科工集团开采研究院首届"揭榜挂帅"科技 项目——"矿用抗震雷视一体传感器"。 煜炜光学长期专注于激光雷达及光学传感技术的研发与产业化,已申请200余项核心知识产权,在测量 距离、精度、速度等关键指标上达到行业领先水平。该公司拥有八大核心技术平台,涵盖高速硬件、精 密光学、空间算法等领域,具备为不同行业定制激光雷达产品的能力。 深圳商报·读创客户端记者 郑恺 ...
禾赛-W(02525):香港公开发售获168.65倍认购 每股发售价212.80港元
智通财经网· 2025-09-15 14:17
其中,香港公开发售获168.65倍认购,国际发售获14.09倍认购。 智通财经APP讯,禾赛-W(02525)发布公告,公司全球发售约1955万股股份,香港公开发售占10%,国 际发售占90%。每股发售价212.80港元,净筹约40.05亿港元。预计将于香港时间2025年9月16日(星期二) 上午九时正开始在联交所买卖。B类普通股将以每手20股B类普通股为买卖单位,B类普通股的股份代号 将为2525。 ...
美股异动|禾赛涨超5%,传香港IPO孖展超额认购近120倍
Ge Long Hui· 2025-09-11 13:48
Core Viewpoint - Hesai Technology (HSAI.US) shares rose over 5%, reaching $29.2, following the announcement of its Hong Kong IPO pricing at HK$212.8 per share, aiming to raise at least HK$36.2 billion [1] Summary by Categories IPO Details - Hesai Technology's Hong Kong IPO is priced at HK$212.8 per share [1] - The company aims to raise a minimum of HK$36.2 billion through this IPO [1] Subscription and Demand - The total margin financing for Hesai Technology reached approximately HK$468 billion [1] - The public offering portion is expected to raise HK$3.88 billion, with the overall subscription being oversubscribed nearly 120 times [1]
禾赛科技,秘密递表、通过港交所聆讯 | 中概股香港上市
Sou Hu Cai Jing· 2025-09-01 06:02
Core Viewpoint - Hesai Group is preparing for a potential listing on the Hong Kong Stock Exchange after its initial public offering (IPO) on NASDAQ in February 2023, where it achieved a market capitalization of approximately $3.414 billion as of August 29, 2025 [2]. Business Overview - Founded in 2014, Hesai Group is a global leader in three-dimensional LiDAR solutions, designing, developing, manufacturing, and selling advanced LiDAR products widely used in Advanced Driver Assistance Systems (ADAS) and robotics [4]. Market Position - In the ADAS sector, Hesai Group ranks third globally by revenue as of 2024, having secured mass production contracts with 22 major automotive manufacturers for 120 vehicle models by March 31, 2025 [5]. - The company has established itself as the first Chinese LiDAR supplier for global automotive platforms and has a long-term exclusive mass production agreement with a top European automaker [5]. - In the robotics market, Hesai Group holds a leading position, being the top supplier of LiDAR solutions for autonomous taxis, with a market share exceeding 55% from 2022 to 2024 [12]. Financial Performance - Hesai Group reported revenues of RMB 1.202 billion, RMB 1.877 billion, RMB 2.077 billion, and RMB 525 million for the years 2022, 2023, 2024, and the first three months of 2025, respectively [15]. - The company achieved the highest gross margin and gross profit among global LiDAR companies in 2022, 2023, and 2024, and became the first to report annual net profit (non-GAAP) in 2024 [7]. Revenue Breakdown - Revenue is derived from product sales, primarily LiDAR products, and service income, which includes engineering design, development, and validation services [8][12]. Shareholder Structure - The company has a dual-class share structure, with A shares carrying ten votes each and B shares one vote each. The co-founders collectively hold approximately 20.42% of the shares but control about 71.84% of the voting rights [11]. Management Team - The board consists of seven directors, including four executive directors and three independent non-executive directors, with key positions held by the co-founders [14].
速腾聚创(02498)财务表现持续优化 上半年毛利同比增长106.12%至2.03亿元
智通财经网· 2025-08-21 11:35
Group 1 - The company reported a revenue of approximately 783 million yuan for the first half of 2025, representing a year-on-year increase of 7.72% [1] - Gross profit reached about 203 million yuan, with a significant year-on-year growth of 106.12%, and the gross margin improved from 13.6% in the same period of 2024 to 25.9% [1] - The reduction in net loss attributable to shareholders was approximately 151 million yuan, narrowing by 43.91% year-on-year [1] Group 2 - The increase in revenue was primarily driven by higher product sales in the first half of 2025 [1] - The sales volume of laser radar products for ADAS applications, as well as for robotics and other uses, showed varied performance, with total sales of approximately 266,800 units for laser radar products, 220,500 units for ADAS applications, and 46,300 units for robotics, reflecting increases of 9.6%, decreases of 6.0%, and increases of 420.2% respectively compared to the same period in 2024 [1] - As of June 30, 2025, the company secured mass production orders from 30 automotive manufacturers for 133 models, with 8 orders coming from overseas manufacturers covering markets in Japan, North America, and Europe [2]
速腾聚创财务表现持续优化 上半年毛利同比增长106.12%至2.03亿元
Zhi Tong Cai Jing· 2025-08-21 11:33
Core Insights - The company reported a revenue of approximately 783 million yuan for the first half of 2025, representing a year-on-year increase of 7.72% [1] - Gross profit reached about 203 million yuan, with a significant year-on-year growth of 106.12%, leading to an improved gross margin of 25.9% compared to 13.6% in the same period of 2024 [1] - The loss attributable to shareholders narrowed to approximately 151 million yuan, a reduction of 43.91% year-on-year [1] Revenue and Profitability - The increase in revenue was primarily driven by higher product sales in the first half of 2025 [1] - The overall growth in gross margin was mainly due to a substantial increase in the gross margins of lidar products used for ADAS applications and other robotic lidar products [1] Sales Performance - In the first half of 2025, the sales volumes of the company's lidar products were approximately 266,800 units for general lidar, 220,500 units for ADAS applications, and 46,300 units for robotic and other lidar products, reflecting a year-on-year increase of 9.6%, a decrease of 6.0%, and an increase of 420.2% respectively [1] - In the second quarter, the sales volumes for lidar products were approximately 158,200 units for general lidar, 123,800 units for ADAS applications, and 34,400 units for robotic and other lidar products, showing year-on-year increases of 28.6%, 4.6%, and 631.9% respectively [1] Market Position and Orders - As of June 30, 2025, the company successfully secured mass production orders from 30 automotive manufacturers for 119 models, with the number of mass production designated models increasing to 133 [2] - Among these, 8 orders came from overseas manufacturers covering markets in Japan, North America, and Europe [2] - Since the launch of the EM digital lidar platform in April 2025, the company has obtained mass production orders for EM lidar products from 8 automotive manufacturers for a total of 45 models, including a leading global electric vehicle manufacturer that awarded mass production orders for 32 models [2]
奥比中光-UW股价小幅回落 公司回应产品未涉及汽车自动驾驶
Jin Rong Jie· 2025-08-14 18:21
Group 1 - The stock price of Aobo Zhongguang-UW closed at 79.24 yuan on August 14, 2025, down 1.50% from the previous trading day, with a trading volume of 966 million yuan [1] - Aobo Zhongguang-UW operates in the electronic components industry, focusing on the research and application of 3D vision perception technology, with products covering consumer electronics, smart home, and robotics sectors [1] - The company responded to investor inquiries on its interactive platform, stating that its products are not yet applied in the automotive autonomous driving field, and its existing lidar products mainly serve mobile robot obstacle avoidance scenarios [1] Group 2 - On August 14, the net outflow of main funds was 124 million yuan, with a cumulative net outflow of 359 million yuan over the past five days [1]
仕佳光子:数据中心硅光配套光源实现小批量交付
news flash· 2025-05-15 08:12
Core Viewpoint - The company is focusing on three strategic directions: data centers, access networks, and emerging markets for lidar and sensors, with significant progress in product delivery and certification [1] Group 1: Product Development and Delivery - The company has achieved stable mass supply of chips in the access network sector, supporting the construction of gigabit and 10-gigabit networks [1] - The silicon photonic light sources for data centers have reached small batch delivery [1] - Laser radar products have passed automotive certification and have been integrated into the automotive supply chain for small batch shipments [1] - Gas sensing chips are being mass-produced for power and environmental monitoring [1] - EML lasers have completed sample development and are now in the customer validation phase [1] Group 2: Future Plans - The company plans to deepen its process advantages and accelerate the industrialization of related products [1]
莱赛激光(871263) - 关于投资者关系活动记录表的公告
2025-05-12 12:15
Group 1: Investor Relations Activity Overview - The investor relations activity was an earnings briefing held on May 9, 2025, from 15:00 to 17:00 [3] - The event took place on the "Investor Relations Interactive Platform" [3] - Key attendees included the Chairman and General Manager, Lu Jianhong, and other senior executives [3] Group 2: Company Performance and Strategy - The company aims to adjust product structure and expand international market reach to counteract declining market demand [5] - In the domestic market, the focus is on developing quality clients and gradually increasing market share [5] - New business initiatives include "Laser + Beidou Navigation" and "Laser + New Lighting" to address market needs in precision agriculture and white laser lighting [6] Group 3: Product Development and Market Expansion - The company is developing laser radar products for applications in smart warehousing, port logistics, and vehicle navigation [6] - The white laser lighting market is targeted towards automotive and machine vision lighting applications [6] - The company is enhancing its international brand presence and product innovation to meet the needs of Asian and African markets [7] Group 4: Financial Performance and Challenges - The net profit for 2024 saw a significant decline due to reduced revenue, lower gross margins, and increased expenses [6] - The company plans to stabilize and expand market share through new product development and adjustments in distributor and service network layouts [6] - Procurement strategies include both "forecast-based procurement" and "sales-based procurement," with a focus on supplier management and evaluation [7] Group 5: Response to International Trade Changes - The company will increase investment in product innovation and accelerate the internationalization of its brand in response to changing international trade conditions [7] - There is a commitment to enhancing digital management capabilities to improve core competitiveness [7]