智通财经APP获悉，速腾聚创(02498)午前涨超4%，截至发稿，涨3.91%，报36.7港元，成交额1.52亿港元。
消息面上，方正证券指出，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，速腾聚创将正式发布Active Camera系列的最新产品——AC2。与AC1系列相比，AC2系列体积大幅缩小，直观尺寸与当前广泛应用的双目视觉传感器相近，提供毫米级测距精度与高鲁棒性RGBD数据，可嵌入机械狗头部、机械臂末端及人形机器人头部等多领域视觉传感器应用部位。
对比AC1产品，AC2产品在SPAD芯片方面实现升级，结合AIready的算法软件栈和全套解决方案，形成了“芯片方案-生态-产品”闭环，能够在不同场景下为客户打造和推出合适的产品。该行认为，AC系列产品适用汽车/机器人/消费电子等多应用领域，机器人增量零部件第二增长曲线有望放量。
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