港股异动 | 速腾聚创(02498)早盘涨超7% 机器人市场需求旺盛带动企业订单大增 公司规模效应凸显

智通财经
Sep 18

智通财经APP获悉,速腾聚创(02498)早盘涨超7%,截至发稿,涨7.78%,报45.98港元,成交额2.64亿港元。

消息面上,据央视财经消息,激光雷达是机器人的核心部件之一,通过它可以让机器人实现定位、导航、避障等功能,今年以来因为机器人市场需求旺盛,激光雷达企业订单大增。数据显示,预计2025年中国激光雷达市场规模将达到240.7亿元,2026年进一步上升至431.8亿元。东莞证券认为,激光雷达已从“贵族传感器”变成“10万级标配”,中国厂商在规模、成本和量产节奏上已领先全球,行业正迎来“量价齐升”的黄金时期。随着成本下行,预计搭载量和渗透率将继续提升。

中邮证券指出,2025H1速腾聚创机器人激光雷达毛利率从去年同期的26.1%提升至45.0%,规模效应凸显。在客户拓展上成果丰硕,与多家全球领先割草机器人制造商达成合作,订单规模突破七位数。如与库犸科技签订三年120 万台全固态激光雷达战略合作协议。在无人配送领域,和北美COCO Robotics、北美2 家头部外送平台,以及国内美团、新石器、白犀牛等企业建立深度合作;在具身智能方向,与宇树科技、越疆等公司紧密协作,市场前景广阔。

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