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　　速腾聚创（02498）盘中涨超4%，截至发稿，股价上涨3.79%，现报36.66港元，成交额1.53亿港元。

　　方正证券发布研报称，2025年10月19日至25日，国际智能机器人与系统大会（IROS 2025）将于杭州国际博览中心举行，本届IROS期间，速腾聚创（02498）将正式发布Active Camera系列的最新产品--AC2。公司车载业务深度受益智驾平权，泛机器人领域加速放量，后续增量零部件Active Camera与灵巧手等产品逐步落地，车载&机器人业务齐发力助力公司规模增长。该行预测公司2025-2027年营收为25.0/34.2/45.8亿元，维持“推荐”评级。

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