ADAS领域，速腾聚创持续巩固市场领先地位。截至公告日期，已累计获得32家汽车整车厂及一级供应商的144款车型量产定点订单，其中47款车型已 实现SOP。2025年4月推出的EM数字激光雷达平台备受市场认可，已斩获13家车企56款车型定点，包括一家全球领先新能源车企的36款车型订单。 EM4、EMX等核心产品已搭载于极氪9X、智己LS6、智己LS9等重磅车型，同时收获海外市场多个大额订单，包括欧洲最大汽车集团合资品牌超50万 台订单、北美新能源车企独家订单等，覆盖亚太、欧洲、北美核心区域。 Robotaxi及Robotruck领域，数字化激光雷达替代机械雷达成为行业趋势，速腾聚创的"EM4+E1"组合成为行业标配。公司已与滴滴自动驾驶、百度、小 马智行、文远知行等全球90%以上的头部L4级自动驾驶企业达成量产合作，其中滴滴新一代Robotaxi将搭载10颗车规级数字化激光雷达，小马智行第 七代Robotaxi搭载4颗全固态数字激光雷达。北美市场客户计划于2025年底扩大运营车队规模，2026年启动量产落地。 机器人业务实现爆发式增长，公司产品已服务全球超3400家机器人客户。在割草机器人领域，E1R、Airy ...

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]

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]