今日盘中，激光雷达厂商速腾聚创（02498）股价大涨5.22%，引发市场关注。这一涨势主要源于公司近期发布的亮眼业绩报告及其业务发展前景。
根据速腾聚创公布的2025年中期业绩报告，公司第二季度实现营收4.55亿元，同比增长24.4%，环比增长38.9%。值得注意的是，公司机器人业务呈现爆发式增长，产品销量达34400台，同比增长631.9%，成为驱动业绩的核心引擎。此外，公司整体毛利率从2024年第一季度的12.3%大幅提升至27.7%，显示出公司盈利能力的显著改善。
除了业绩超预期外，速腾聚创在市场拓展方面也取得了重要进展。公司已与全球8家主要的Robotaxi及Robotruck企业签署正式量产合作协议，包括滴滴自动驾驶、百度、小马智行等知名企业。在ADAS业务领域，速腾聚创已累计取得30家整车厂及一级供应商的119款车型量产定点订单。这些战略合作为公司未来的持续增长奠定了基础，也增强了投资者对公司发展前景的信心。
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