将资源集中于更具高增长潜力、可扩展的AI产业数智化场景。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 智能体端，特斯联以智能机器人及智能可穿戴设备为核心载体，自研打造HALI智能体系统，通过类 人感知、长时记忆、高维空间感知、多智能体协同等核心能力，实现机器与物理空间的交互，构建空 间智能的落地闭环。截至目前，HALI智能体系统已完成对智能奢品品牌BUTTONS旗下耳夹式耳 机、超级影音机器人等多款产品赋能，打造智能体产品生态。 从财务数据看，特斯联持续加大对研发的投入。2022至2024年，其研发费用分别达3.29亿元、 3.22亿元、3.77亿元，2025年上半年，特斯联研发投入1.62亿元，较2024年同期增长11.4%。这 种持续投入，直接转化为技术护城河的夯实——截至 2024 年底，特斯联累计专利超1800项专利， 更有三位IEEE Fellow领衔的顶尖研发团队（华先胜、邵岭、杨旸均为全球前2%顶尖科学家）， 45%的员工为研发人员，人才与技术的双重积淀，让其在AIoT赛道的技术话语权不断提升。 据IPO早知道消息，特斯联智慧科技股份有限公司（以下简 ...

智通财经APP获悉，2025年上半年，一家重庆诞生的AIoT企业向市场交出了一份亮眼的半年答卷。据披 露的特斯联2025年中期数据，公司实现营收6.32亿元，同比增速77%；其中，AI产业数智化实现营收 5.77亿元，增幅达191%。2024年全年营收18.43亿元，同比增长83.2%，2022-2024年，营收年复合增长 率达58%。 03-战略聚焦高价值业务，技术创新驱动高质量发展 伴随收入陡增的是客户规模同步扩张，截至 2025年上半年，公司客户数量超900个，其中新增客户124 名，其产品已被广泛应用于全球172个城市。公司在手订单达26亿元，现金及现金等价物较2024年末增 长316%，达到6.57亿元，为后续业务拓展与技术研发提供了坚实的资金支撑。特斯联的半年报释放了 强劲的市场增长信号，凸显企业在AI应用落地领域的头部竞争力。 公开资料显示，特斯联作为AIoT领域的代表企业，在AI 1.0时代便以AIoT技术为核心，打通万物互联链 路，推动楼、社、园、城等各类空间场景完成产业数智化转型；步入AI 2.0时代，公司进一步将AIoT核 心能力延伸至"算力"与"智能体"领域，通过构建机器在物理空间中的 ...

02-成本管控、经营效率提升，彰显长期韧性 随着AI产业数智化业务成为核心增长引擎，公司规模化效应持续释放，成本控制能力与盈利效率实现 双向进阶。2025 年上半年，公司整体毛利同比大幅提升64%，达1.44亿元，不仅体现了核心业务毛利持 续提升的趋势，更反映出公司在业务结构优化后，盈利质量的实质性改善。 与此同时，费用端管控成效尤为显著，三费费率同比大幅缩减46.5个百分点。其中，营销与销售费用率 同比自22.9%下降至7.3%，行政费用率同比自41%下降至25.2%；而研发费用在实现增长的同时，因公 司营收的大幅提升，其占比由40.7%下降至25.6%。三费费用率的持续优化，既印证了公司渠道效率的 提升与管理体系的精细化，也凸显了核心业务规模化扩张过程中"降本增效"的良性循环。 2025年上半年，一家重庆诞生的AIoT企业向市场交出了一份亮眼的半年答卷。据披露的特斯联2025年 中期数据，公司实现营收6.32亿元，同比增速77%；其中，AI产业数智化实现营收5.77亿元，增幅达 191%。2024年全年营收18.43亿元，同比增长83.2%，2022-2024年，营收年复合增长率达58%。 伴随收入陡增的 ...

Core Insights - Tesla Union ranks first globally in technology research influence in the fields of spatial intelligence, multimodal AI, and medical AI according to the latest data from Google Scholar [1] - Dr. Shao Ling, Chief AI Officer and Global President of Tesla Union, has an H-index of 144, indicating high-quality and widely recognized research contributions [1] - Dr. Shao's research achievements have been cited over 87,200 times, leading in the specific fields of spatial intelligence, multimodal AI, and medical AI [1] Group 1 - Google Scholar is a widely used tool for searching global research achievements, with the H-index serving as a quantitative measure of scientific accomplishments [3] - Tesla Union's spatial intelligence research has received international recognition, with four research outcomes accepted at the ICCV 2025 conference, making Dr. Shao one of the most recognized Chinese scientists in this field [5] - The research areas covered include data generation, multimodal fusion, algorithm optimization, and 3D generation, which are fully applied in Tesla Union's spatial intelligence product line [5] Group 2 - The HALI intelligent agent system, based on spatial intelligence research, possesses deep thinking capabilities and an understanding of physical world laws such as gravity and friction [7] - The SOLEMATE, a smart audio-visual robot developed in collaboration with the luxury brand BUTTONS, utilizes visual sensors for rapid environmental modeling, enhancing task execution efficiency [7] - HALI can effectively navigate obstacles in complex spatial environments, allowing SOLEMATE to move freely when users initiate cross-domain requests [7]

Core Insights - The article discusses the 2025 World Top Scientists Forum held in Shanghai, featuring prominent scientists and industry leaders discussing advancements in AI and technology [2] - The focus is on the evolution of AI technology, particularly the transition from isolated nodes to interconnected systems, emphasizing the importance of AIoT as a key technology path for implementing intelligent solutions [3] AIoT Computing Power - The company aims to build a heterogeneous intelligent computing cloud and establish a TaaS (Token as a Service) business model [5] - The self-developed hybrid inference engine HICE is crucial for efficient interconnection of heterogeneous chips, significantly improving mixed inference efficiency by over two times [7] AIoT Intelligent Agents - The company is developing a product matrix driven by intelligent agents, with the HALI intelligent agent system set to launch globally in November 2024 [10] - HALI utilizes end-to-end reinforcement learning to optimize task execution without human intervention, enhancing its ability to understand physical world dynamics [12] - The AIoT intelligent agents have already empowered various products, with plans for future releases including lightweight AR smart glasses and portable intelligent agents [14] Strategic Vision - The company emphasizes that in the AIGC era, computing power is fundamental for AI implementation, while intelligent agents serve as excellent carriers for realizing AI value [14] - The synergy between AIoT and intelligent agents is seen as a potential core driver for the next generation of AI growth [14]