海通国际发表研究报告指，速腾聚创(02498.HK) 第一季收入按年增长39.9%，按季跌38.9%；净亏损6,330万元人民币，按年收窄35.9%，按季由盈转亏。该行认为，机器人业务是速腾聚创从“车载激光雷达”向“physical AI感知硬件平台”重估的核心变量，后续随着大客户放量、产品迭代及自研芯片导入，收入增长与利润弹性皆值得重点关注。该行预计公司2026至28年收入分别为32.22亿、...
Source Link海通国际发表研究报告指，速腾聚创(02498.HK) 第一季收入按年增长39.9%，按季跌38.9%；净亏损6,330万元人民币，按年收窄35.9%，按季由盈转亏。该行认为，机器人业务是速腾聚创从“车载激光雷达”向“physical AI感知硬件平台”重估的核心变量，后续随着大客户放量、产品迭代及自研芯片导入，收入增长与利润弹性皆值得重点关注。该行预计公司2026至28年收入分别为32.22亿、...
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