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速腾聚创1-9月大幅减亏,力争Q4实现扭亏为盈
Ju Chao Zi Xun· 2025-11-26 04:19
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 ...
速腾聚创预计Q4盈利:数字化激光雷达已获数百万订单,新增零跑、长城定点
IPO早知道· 2025-11-26 02:01
Core Viewpoint - The article highlights the strong performance and growth potential of SUTENG JUCHUANG, particularly in the laser radar market, driven by significant sales increases in various sectors, including robotics and autonomous driving [3][4]. Financial Performance - In Q3 2025, SUTENG JUCHUANG reported total revenue of approximately 407 million yuan, with overseas market revenue increasing by over 100% year-on-year [3]. - Gross profit reached approximately 97 million yuan, reflecting a year-on-year growth of about 36.8%, indicating continuous improvement in profitability [3]. Product Sales and Market Growth - The total sales of laser radars in Q3 amounted to 185,600 units, with the robotics sector experiencing explosive growth, with sales increasing by 393.1% year-on-year to approximately 35,500 units [3]. - Revenue from the robotics sector grew significantly by 157.8% year-on-year to approximately 142 million yuan, accounting for about 35% of total revenue [3]. Key Strategic Focus - The CEO emphasized two main focuses for Q3: "production guidance" for mass production of digital laser radars and "expanding victories" by securing more customer orders [4]. - The company launched five new digital products in 2025, which received high market recognition and resulted in substantial actual orders [4]. Customer Acquisition and Partnerships - SUTENG JUCHUANG has secured contracts with 32 automotive manufacturers and Tier 1 suppliers for 144 vehicle models, with 47 models achieving SOP as of September 30 [7]. - Recently, the company gained two major clients in the digital laser radar sector: Leap Motor and Great Wall Motors [5]. Technological Advancements - The company has developed a unique mass-producible digital laser radar matrix based on SPAD-SoC and VCSEL digital architecture, achieving stringent automotive electronic standards [9]. - The CEO noted that the ultimate competition in laser radar lies in the chip level, with a focus on digital signal generation for improved performance [11]. International Market Expansion - SUTENG JUCHUANG has received multiple contracts from major global automotive brands, including SAIC Audi and FAW Toyota, totaling over one million units [12]. - The company anticipates that overseas business will enter a growth phase starting in the second half of 2026, driven by high-performance product demand [14]. Robotics and AI Applications - In the robotics sector, SUTENG JUCHUANG has upgraded its product offerings, achieving mass production readiness for digital laser radars tailored for lawn mowing and delivery robots [21][23]. - The company is actively exploring various possibilities in physical AI, including key components and integrated hardware-software solutions [26].
P&G to Webcast Presentation From the Morgan Stanley Global Consumer & Retail Conference, December 2
Businesswire· 2025-11-25 14:15
Share Nov 25, 2025 9:15 AM Eastern Standard Time P&G to Webcast Presentation From the Morgan Stanley Global Consumer & Retail Conference, December 2 CINCINNATI--(BUSINESS WIRE)--Andre Schulten, Chief Financial Officer of The Procter & Gamble Company (NYSE:PG) will be a featured speaker at the Morgan Stanley Global Consumer & Retail Conference on Tuesday, December 2, 2025 at 8:45 A.M. Eastern Time (ET). About Procter & Gamble P&G serves consumers around the world with one of the strongest portfolios of trust ...