智通财经APP获悉，速腾聚创(02498)最高涨超8%，截至发稿，涨5.91%，报31.35港元，成交额5.04亿港元。
消息面上，速腾聚创2024全年实现总收入约16.5亿元，同比大幅增长约47.2%，其中用于ADAS应用的激光雷达产品的销售收入约为13.4亿元，同比大幅增加约71.8%。全年激光雷达销量达54.4万台，同比增长109.6%，以33.5%的市场份额位居行业第一，且连续12个月获得装机量累计排行第一；其中，ADAS智能驾驶领域销量51.98万台，同比增长113.9%。
此外，进入2025年以来，集团与新兴机器人产业伙伴加速协同，陆续与Coco Robotics、白犀牛、酷哇机器人、易控智驾、新石器无人车、LionsBot等头部企业达成战略合作，赋能机器人产业规模化商业应用落地。光大证券指出，全球ADAS渗透率提升与具身智能商业化加速双轮驱动下，该行认为速腾聚创作为激光雷达行业龙头，具备全栈自研技术壁垒深厚+规模优势+机器人生态先发布局等核心优势，建议持续关注其技术迭代、盈利拐点及海外市场份额提升节奏。
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