Core Insights - The company reported a revenue of approximately 460 million yuan for Q2 2025, representing a year-on-year growth of 24.4% and a quarter-on-quarter growth of 38.9% [1] - The robot business experienced explosive growth, with product sales reaching 34,400 units, a staggering year-on-year increase of 631.9%, becoming the main driver of the company's performance [1] - The gross margin improved from 12.3% in Q1 2024 to 27.7% in Q2 2025, reflecting the operational efficiency advantages brought by technological independence [1] Revenue Breakdown - Total sales of LiDAR reached 158,200 units in Q2, marking a year-on-year increase of 28.6% and a quarter-on-quarter increase of 45.7% [1] - In the ADAS sector, deliveries amounted to 123,800 units, showing a year-on-year growth of 4.6% and a quarter-on-quarter growth of 28% [1] - The EM series products secured 45 model designations from 8 OEMs within six months, establishing the company as the first to mass-produce the 520-line LiDAR [1] Robotics Sector Performance - Sales in the robotics and other sectors surged to 34,400 units, reflecting a year-on-year increase of 631.9% and a quarter-on-quarter increase of 189.1% [1] - The robotics segment generated approximately 150 million yuan in revenue, with a quarter-on-quarter growth of 100.7%, laying a foundation for future growth [1] Technological Advancements - The company leverages digital LiDAR technology, self-developed chips, and large-scale production delivery advantages in its vehicle-mounted, Robotaxi, and robotics businesses [2] - The Active Camera platform and AI-Ready ecosystem empower embodied robots, creating long-term value for the AI robotics industry [2]

Core Viewpoint - The article highlights the advancements and applications of RoboSense's "robotic vision" technology, particularly through its Active Camera platform, showcased at the WRC 2025, indicating its potential for widespread use in the global robotics industry [3][6][8]. Group 1: Company Overview - RoboSense defines itself as a robotics company, with a long-term strategy focused on robotic perception technology, aiming to become a leading global platform in robotics technology [8][10]. - The company has achieved significant milestones in the automotive sector, holding the top market share in various categories of the automotive lidar market, including passenger vehicles and ADAS [10]. Group 2: Product Innovations - The Active Camera platform is designed to simplify the development process for robotic applications, addressing industry pain points by providing a comprehensive perception solution [14][15]. - The platform integrates multiple sensor capabilities, allowing for enhanced environmental perception, including color, depth, and motion information [17][18]. Group 3: Market Applications - RoboSense's technology has been adopted by over 2,800 clients across various sectors, including industrial warehousing, delivery robots, and commercial cleaning, with a notable presence in the autonomous delivery market [13]. - The Active Camera products have been successfully implemented in humanoid robots, demonstrating their effectiveness in complex environments [5][20]. Group 4: Future Prospects - The company plans to release additional products in the Active Camera series, with the second product, AC2, set to launch in the second half of the year [20]. - RoboSense aims to foster a collaborative ecosystem for robotics developers, enhancing technological innovation and commercial value in the global robotics industry [22].

智通财经APP获悉，8月13日至8月15日，2025中国具身智能机器人产业大会暨展览会将在上海新国际博 览中心重磅启幕，预计将吸引200+参展品牌、10,000+名观众及20+个专业采购团，助力打通具身智能产 业链，从原材料、零部件供应商、系统集成商、仿真及测试到整机制造，将为行业提供一个全面展示前 沿的技术、方案，深入行业交流，促进资源对接的舞台。 同时，创新要素加速汇聚。全球范围内创新要素正以前所未有的态势加速向机器人领域奔涌、汇聚。汽 车、家电等行业龙头纷纷加入机器人研发行列。这股创新浪潮不仅是技术的迭代升级，更将带来生产力 的深刻变革。 据辛国斌介绍，今年上半年，我国机器人产业营业收入同比增长27.8%，工业机器人和服务机器人产量 同比分别增长35.6%和25.5%，连续12年位居全球最大工业机器人应用市场。 同日，全球首家具身智能机器人4S店Robot Mall在北京亦庄正式开业。据介绍，作为打通产业落地"最 后一公里"的重要举措，具身智能机器人4S店将传统汽车4S店模式(销售Sale、零配件Sparepart、售后服 务Service、信息反馈Survey)引入机器人产业，并融合定制化开发、金融及 ...