猎鹰系列

Search documents
图达通更新招股书:毛利率转正,新增国有车企定点订单
Jing Ji Guan Cha Bao· 2025-08-26 11:12
(原标题:图达通更新招股书:毛利率转正,新增国有车企定点订单) 8月26日,Seyond图达通更新港交所招股书,披露截至2025年3月31日的财务数据。 文件显示,图达通在2025年第一季度录得毛利润319.7万美元,毛利率达到12.6%,延续了去年四季度由负转正后的趋势。这一转折意味着,长期 处于高研发投入与亏损状态的激光雷达企业,正在进入一个新的阶段。 (产品代码: 515170) 图达通是全球图像级激光雷达供应商。2024年交付约23万台车规级产品,ADAS激光雷达累计销售收入排名全球第二,中国市场份额为20.7%。在 过去三年,其亏损逐步收窄,而今年一季度成本较上年同期下降36.9%,从3502.3万美元降至2209.9万美元。文件解释,这得益于产品设计优化、 规模化采购与生产效应的释放。 对整个行业而言,这些数字具有一定风向标意义。激光雷达作为智能驾驶系统的关键传感器,量产应用仍处早期阶段。大部分厂商依然面临成本 与量产的双重压力。图达通能够在短期内实现毛利率转正,既反映了供应链与规模化的成熟,也表明主机厂在新车型配置上对激光雷达的接受度 正在提高。 在客户拓展上,图达通的变化更为显著。其猎鹰系列已 ...
图达通更新IPO招股书:新增三家国有主机厂定点 毛利率增至12.6%
Zhi Tong Cai Jing· 2025-08-26 06:35
港交所最新公告显示,Seyond图达通于8月26日更新招股书,披露截至2025年3月31日的财务数据。其 中,2025年第一季度毛利率继2024年第四季度开始由负转正后,持续保持正向增长至12.6%,录得毛利 润319.7万美元,延续了盈利改善态势,成为此次更新的核心亮点。 作为全球图像级激光雷达解决方案提供商,图达通2024年交付约23万台车规级激光雷达,并且于往绩记 录期间,ADAS激光雷达累计销售收入全球排名第二,中国市场份额20.7%。其财务表现与业务进展直 接反映行业技术迭代与商业化进程,这些数据不仅展现其从"规模扩张"向"盈利兑现"的关键转折,更通 过收入结构、成本控制等维度的变化,凸显业务韧性与增长潜力。 值得关注的是,自公告SPAC上市申请以来,短短半年时间,图达通凭借技术实力和量产经验,在乘用 车、商用车、机器人、Robotaxi和智慧交通等多个领域实现了突破性拓展,新增三家国有主机厂定点, 成功构建"多元产品、多元客户、多元场景"的立体增长格局,为长期发展注入强劲动能。 毛利率稳定正向增长,盈利路径清晰显现 尽管2025年一季度业绩较2024年全年出现短期波动,但行业分析指出,这主要受汽车 ...
新股消息 | 图达通更新IPO招股书:新增三家国有主机厂定点 毛利率增至12.6%
智通财经网· 2025-08-26 03:41
智通财经APP获悉,港交所最新公告显示,Seyond图达通于8月26日更新招股书,披露截至2025年3月31日的财务数据。其中,2025年第一季度毛利率继2024 年第四季度开始由负转正后,持续保持正向增长至12.6%,录得毛利润319.7万美元,延续了盈利改善态势,成为此次更新的核心亮点。 作为全球图像级激光雷达解决方案提供商,图达通2024年交付约23万台车规级激光雷达,并且于往绩记录期间,ADAS激光雷达累计销售收入全球排名第 二,中国市场份额20.7%。其财务表现与业务进展直接反映行业技术迭代与商业化进程,这些数据不仅展现其从"规模扩张"向"盈利兑现"的关键转折,更通 过收入结构、成本控制等维度的变化,凸显业务韧性与增长潜力。 值得关注的是,自公告SPAC上市申请以来,短短半年时间,图达通凭借技术实力和量产经验,在乘用车、商用车、机器人、Robotaxi和智慧交通等多个领 域实现了突破性拓展,新增三家国有主机厂定点,成功构建"多元产品、多元客户、多元场景"的立体增长格局,为长期发展注入强劲动能。 毛利率稳定正向增长,盈利路径清晰显现 作为此次招股书更新的核心亮点,图达通在2025年一季度实现了319. ...
2025年过半,激光雷达三强现状
Zheng Quan Shi Bao Wang· 2025-07-24 12:08
Core Insights - The laser radar application market is experiencing significant changes in the first half of 2025, driven by stricter safety regulations and increasing demand in both automotive and robotics sectors [1][19] - Major players in the laser radar market, including Suoteng Juchuang, Hesai Technology, and Tudatong, are adopting different strategies to navigate the evolving landscape [18] Suoteng Juchuang - Suoteng Juchuang is focusing on high-performance and high-line count products to counteract price competition from lower-line count offerings [1][5] - The company has launched multiple new products, including the EMX and EM4, targeting high-end autonomous driving markets with advanced specifications [5][6] - As of mid-2025, the EM series has been selected by five global automakers for 17 vehicle models, indicating strong market penetration [6] - In the non-automotive sector, Suoteng's Q1 robot laser radar sales reached 11,900 units, with significant orders from major clients [6][19] - The company is also expanding into embodied intelligence products, which could provide additional growth opportunities [6] Hesai Technology - Hesai Technology plans to halve laser radar prices in 2025 to capture the low-cost vehicle segment, leading to a rebound in installation volumes [8][10] - The company has introduced the "Thousand-Li Eye" perception solution and several new laser radar products aimed at various levels of autonomous driving [9] - The ATX series has been adopted by 11 major domestic and international automakers, with over 50,000 units delivered in Q1 2025 [10] - In the robotics market, Hesai's JT series products are gaining traction, particularly in the lawn mowing robot segment [11] - However, Hesai has not shown signs of transitioning towards embodied intelligence solutions, focusing instead on hardware supply [11][13] Tudatong - Tudatong is pursuing a reverse merger to go public, seeking growth through product diversification and market expansion [14][16] - The company is shifting its product matrix from high-performance to a broader range of offerings, including the Lingque series for the unmanned delivery market [16] - Tudatong aims to reduce reliance on a single client (NIO) and is developing next-generation solid-state laser radar products [16] - The company is adopting a low-price, multi-category strategy to overcome challenges related to cash flow and competitive technology [16] Industry Trends - The laser radar technology is transitioning from traditional analog architectures to digital architectures, leading to increased competition and differentiation among market players [17] - The demand for laser radar is expanding in both automotive and robotics markets, with significant growth potential in embodied intelligence applications [19]