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sutengjuchuangshangbannianyingshoufanbei,kuaisufangliangxiaadasjiguangleidamaolizhuanzheng

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速腾聚创上半年营收翻倍,快速放量下ADAS激光雷达毛利转正

guanlicengyuji2026nianyouwangshixianquanmianyingli。

生产组装中的速腾聚创M平台激光雷达 图片来源:速腾聚创

界面新闻记者 | 张熹珑

8yue15ri,sutengjuchuang(02498.hk)gongbu2024nianzhongqiyeji。shangbannian,gongsizongshouruda7.27yiyuan,tongbizengzhangyue121.0%;jingkuisunwei2.68yiyuan,jiao2023niantongqidejingkuisun7.68yiyuanshouzhai65.2%。

adasjiguangleidaxiaoliangchixuzougaoshiyingshoufanbeidezhuyaodongli。1-6yue,sutengjuchuangjiguangleidaxiaoliangyuewei24.3wantai,tongbizengzhang415.7%,bannianxiaoliangbijin2023nianquannian。qizhong,yongyuadasyingyongdejiguangleidachanpinheyongyujiqirenjiqitadejiguangleidachanpindexiaoliangfenbiewei23.45wantaiji8900tai,jiao2023niantongqizengjia487.7%ji21.9%。

jiezhishangbannianmo,sutengjuchuangqude22jiaqichezhengchechangjiyijigonghuoshang80kuanchexingdeliangchandingdiandingdan,bingweiqizhong12jiakehude29kuanchexingshixiansop。

sutengjuchuangceoqiuchunchaozaizhongqiyejihuishangbiaoshi,shangbannianxinzengle17kuanchexingdedingdian,genjucaiwutongji,shangbannianduiyejigongxianjiaodadeqianwumingfenbieshijili、xiaopeng、biyadi、shangqi、sailisidengjituanyijixiangguanpinpai,paimingbufenxianhou。

“l2+zhengzaipuji,l3yezaiguoneihehaiwaikuaisuluodi,haiwaichangshangdeshichangkongjianyejiangdafutuozhan,jiashangjiqirenshichangyechongmankenengxing,zaizheixieyinsudejiachixia,womenyuji,2026nianshiyoujihuishixianquanmianyinglideyigeniandu。”qiuchunchaobiaoshi。

价格进一步下探

zaiwurenjiashizhujianzouxiangshangyehuadejinchengzhong,jiguangleidajishuhechunshijuejishuxingchengleyichang“xiangzuozou,haishixiangyouzou”deduijue。

chunshijuejishuyilaishexiangtoucaijituxiangxinxi,chengbenxiangduidilian,shujuchulijiaoweijianbian;jiguangleidajishutongguofashejiguangshulaihuoqujingquedesanweikongjianxinxi,juyouceliangjingdugao、duihuanjingshiyingxingqiangdeyoushi,danchengbengenggao。

youyuchengbenwenti,jiguangleidayidubeikazaile20wanyishangdechexing,bufen20wanjibiedexinshiligengqingxiangchunshijuefangan,jiyue01jiushiyigelizi。

duici,qiuchunchaotidao,zheigenbaokuojiguangleidazaineideyukongdengchengbenguogaoyouhendaguanxi,meiyikuanchedeguihuadoudetiqianyinianyishang,2024nianshangshidechexing,zai2022nianhuo2023nianguihuashi,rengmianlingaoangdegaojiezhijiahexinlingbujianshoujia,dangshijiguangleidajiageyemeiyoujidaoshichangyigemingquedeyuqi。

buguo,jiguangleidajiagezaijinliangnianbuduan“shitandixian”,lirusutengjuchuangyongyuadasyingyongdejiguangleidachanpinpingjundanjia,you2023nianshangbanniandemeitaiyue3700yuanjianshaozhi2024nianshangbanniandemeitaiyue2600yuan。

zhenduijiagejinyibuxiatan,sutengjuchuangzaicaibaozhongjieshi,zhuyaoyouyushangbannianchenggongjiangdiyuancailiaocaigouchengben,yijixiaoshoulegengduoliangchanjiguangleida,yu2023nianshangbannianxiaoshoudegezijiagejiaogaodeyuanxingxiangbi,qidanjiatongchangjiaodi。

kuaisufangliangxia,adasjiguangleidamaolilvshixianhuizheng,you2023nianshangbanniandemaosunlv35.5%dafutigaozhimaolilv11.2%。shangbannian,gongsizhengtimaolilvwei13.6%,duibi2023niantongqitishengleyue9.7gebaifendian。

yanxia,jiguangleidadeqianyuanshidaizhengzaijiasudaolai。ruyijingkejideduanjujiguangleidashoujiaxiatandao100meiyuan(yue722yuanrenminbi)zuoyou,zhangjujiguangleidashoujiawei200meiyuan(yue1442yuanrenminbi)zuoyou;sensitaiketuichu96xianjiguangleidahe192xianjiguangleida,haochengjiangjiguangleidadairu“qianyuanjiyinei”shidai。

sutengjuchuangyizaijinnianbeijingchezhanqianxituichuzhongzhangjujiguangleidamx,jiageyujizai200meiyuanshangxia。qiuchunchaotoulu,muqiandejiezoushiyoupiliangdemxyangpinpeiheshichangshangche,yuji2025niandiyijidukaishiqidongsop、guimohuajiaofu,nianzhonghuiyougengduodechexing,baokuo15wandao20wanjibiechexingzhuangpeimx。

进军15至20万区间车型市场

congzhongduanshichanglaikan,muqiandazaijiguangleidadechengshinoahaizhuyaoyu20wanyuanyishangqujian。buguo,20wanyuanyixiadechexingcaishizhuliushichang,guoneichengyongcheshichang8-20wanyuanchexingshichangzhanbida70%yishang。

sutengjuchuangmxjiudingshanglegengdazhonghuadeqicheshichang。qiuchunchaotidao,yujizaiweilaihuiyoujigehendadezengzhangdian。shouxianshil2+zidongjiashidepuji,suizhe20wanyuanyishangchexingdeyingyongzhujianchengshu,20wanyuanyixiazheiyiqichezhulixiaoshouqujiandexuqiuyejiangzhububeishentou,mxhuijiang15zhi20wanqujianchexingdeshentoulvzuoweizhongdazengzhangdian,mxyuyukongdenghexinbujiandekuaisudichengbenhuajiehe,rang20wanyixiadechexingdazaigaojiezhijiagongnengchengweikeneng。

mxjiangzaisutengweiyushenshanhezuoquderobosense marszhizaozongbujidishengchan、kaiqishougekehuliangchanjiaofu,gaijidizongmianjida10wanpingfangmi,yujijinniandisanjidutourushiyong。qiuchunchaotouludao,yiqidechannengda100wantai。

diergezengzhangdianshil3jibiejishu,wulunshihaiwaihaishiguoneidouzaikuaisuluodi,huirangdanchepeibeijiguangleidadeshuliangyoujibeideshangsheng。

“zuihoushihaiwaishichang,duibiguoneishichang,culvedegujidagaishi8000wantaichegenshangqianwantaichezheiyangdeyigebili,shichanghuijinyibubeidakai。”qiuchunchaoshuo。

jinnianyilai,zhengcecengmianchixuduil3/l4ceshiyingyong“kaizha”,zuoweiguoneishoupihuodeceshipaizhaodecheqi,benchi、baoma、guangqiaian、zhiji、aweita、jihudengfenfenzaiqixial3ceshicheshangdazailejiguangleida。l4gengshiruci,wuhanbaohuodebaiduluobukuaipaowurenche,peibeilesutengjuchuangdempingtaichanpin。

“robotaxijil4jibiezidongjiashi,zhuyaomudehaishibarenanquandicongadiansongdaobdian,jiguangleidashirobotaxibibeidechuanganqi,yaotidailingwaiyigejiashiyuan,suoyijiazhikongjiangengda,genl2+dexuqiuxiangbi,kenengyaoduoshang3dao5bei。”qiuchunchaorenwei,robotaxidedaguimoyingyong,jiangdailaiduijiguangleidazhuangpeiliangdekeguanxuqiu。

guojinzhengquan8yueshangxunfabudeyanbaozhichu,cheluyunyitihuabeijingxia,shidianchengshiluodiqianyinxuqiufangliang,anzhaodanlukouganzhishebei30-60wandezijinyusuan,diyuwanyuandejiguangleidagengyoukenengbeixuanrulucezhinenghuaganzhishebeifangan,jiguangleidayouwangcongluceganzhishebeide“kexuanxiang”zouxiang“bixuanxiang”。

buguo,qiuchunchaoyizhichu,robotaxidepukaiyingyong,gujihaixuyaojinianshijian,cheguigutaijiguangleidazairobotaxishangdeshouru,duanqineihaishibunenggenl2+cheliangxiangtierlun。suiranjixieshijiguangleidazairobotaxideyingyongduanqineikeyihuodejudadelirunheyingshou,danzhangqilaikan,haishijianchiyaobagaoxingnenggaozhiliangdecheguijiguangleidashentoudaorobotaxishangmianqu。

未经正式授权严禁转载本文,侵权必究。

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速腾聚创上半年营收翻倍,快速放量下ADAS激光雷达毛利转正

guanlicengyuji2026nianyouwangshixianquanmianyingli。

生产组装中的速腾聚创M平台激光雷达 图片来源:速腾聚创

界面新闻记者 | 张熹珑

8yue15ri,sutengjuchuang(02498.hk)gongbu2024nianzhongqiyeji。shangbannian,gongsizongshouruda7.27yiyuan,tongbizengzhangyue121.0%;jingkuisunwei2.68yiyuan,jiao2023niantongqidejingkuisun7.68yiyuanshouzhai65.2%。

adasjiguangleidaxiaoliangchixuzougaoshiyingshoufanbeidezhuyaodongli。1-6yue,sutengjuchuangjiguangleidaxiaoliangyuewei24.3wantai,tongbizengzhang415.7%,bannianxiaoliangbijin2023nianquannian。qizhong,yongyuadasyingyongdejiguangleidachanpinheyongyujiqirenjiqitadejiguangleidachanpindexiaoliangfenbiewei23.45wantaiji8900tai,jiao2023niantongqizengjia487.7%ji21.9%。

jiezhishangbannianmo,sutengjuchuangqude22jiaqichezhengchechangjiyijigonghuoshang80kuanchexingdeliangchandingdiandingdan,bingweiqizhong12jiakehude29kuanchexingshixiansop。

sutengjuchuangceoqiuchunchaozaizhongqiyejihuishangbiaoshi,shangbannianxinzengle17kuanchexingdedingdian,genjucaiwutongji,shangbannianduiyejigongxianjiaodadeqianwumingfenbieshijili、xiaopeng、biyadi、shangqi、sailisidengjituanyijixiangguanpinpai,paimingbufenxianhou。

“l2+zhengzaipuji,l3yezaiguoneihehaiwaikuaisuluodi,haiwaichangshangdeshichangkongjianyejiangdafutuozhan,jiashangjiqirenshichangyechongmankenengxing,zaizheixieyinsudejiachixia,womenyuji,2026nianshiyoujihuishixianquanmianyinglideyigeniandu。”qiuchunchaobiaoshi。

价格进一步下探

zaiwurenjiashizhujianzouxiangshangyehuadejinchengzhong,jiguangleidajishuhechunshijuejishuxingchengleyichang“xiangzuozou,haishixiangyouzou”deduijue。

chunshijuejishuyilaishexiangtoucaijituxiangxinxi,chengbenxiangduidilian,shujuchulijiaoweijianbian;jiguangleidajishutongguofashejiguangshulaihuoqujingquedesanweikongjianxinxi,juyouceliangjingdugao、duihuanjingshiyingxingqiangdeyoushi,danchengbengenggao。

youyuchengbenwenti,jiguangleidayidubeikazaile20wanyishangdechexing,bufen20wanjibiedexinshiligengqingxiangchunshijuefangan,jiyue01jiushiyigelizi。

duici,qiuchunchaotidao,zheigenbaokuojiguangleidazaineideyukongdengchengbenguogaoyouhendaguanxi,meiyikuanchedeguihuadoudetiqianyinianyishang,2024nianshangshidechexing,zai2022nianhuo2023nianguihuashi,rengmianlingaoangdegaojiezhijiahexinlingbujianshoujia,dangshijiguangleidajiageyemeiyoujidaoshichangyigemingquedeyuqi。

buguo,jiguangleidajiagezaijinliangnianbuduan“shitandixian”,lirusutengjuchuangyongyuadasyingyongdejiguangleidachanpinpingjundanjia,you2023nianshangbanniandemeitaiyue3700yuanjianshaozhi2024nianshangbanniandemeitaiyue2600yuan。

zhenduijiagejinyibuxiatan,sutengjuchuangzaicaibaozhongjieshi,zhuyaoyouyushangbannianchenggongjiangdiyuancailiaocaigouchengben,yijixiaoshoulegengduoliangchanjiguangleida,yu2023nianshangbannianxiaoshoudegezijiagejiaogaodeyuanxingxiangbi,qidanjiatongchangjiaodi。

kuaisufangliangxia,adasjiguangleidamaolilvshixianhuizheng,you2023nianshangbanniandemaosunlv35.5%dafutigaozhimaolilv11.2%。shangbannian,gongsizhengtimaolilvwei13.6%,duibi2023niantongqitishengleyue9.7gebaifendian。

yanxia,jiguangleidadeqianyuanshidaizhengzaijiasudaolai。ruyijingkejideduanjujiguangleidashoujiaxiatandao100meiyuan(yue722yuanrenminbi)zuoyou,zhangjujiguangleidashoujiawei200meiyuan(yue1442yuanrenminbi)zuoyou;sensitaiketuichu96xianjiguangleidahe192xianjiguangleida,haochengjiangjiguangleidadairu“qianyuanjiyinei”shidai。

sutengjuchuangyizaijinnianbeijingchezhanqianxituichuzhongzhangjujiguangleidamx,jiageyujizai200meiyuanshangxia。qiuchunchaotoulu,muqiandejiezoushiyoupiliangdemxyangpinpeiheshichangshangche,yuji2025niandiyijidukaishiqidongsop、guimohuajiaofu,nianzhonghuiyougengduodechexing,baokuo15wandao20wanjibiechexingzhuangpeimx。

进军15至20万区间车型市场

congzhongduanshichanglaikan,muqiandazaijiguangleidadechengshinoahaizhuyaoyu20wanyuanyishangqujian。buguo,20wanyuanyixiadechexingcaishizhuliushichang,guoneichengyongcheshichang8-20wanyuanchexingshichangzhanbida70%yishang。

sutengjuchuangmxjiudingshanglegengdazhonghuadeqicheshichang。qiuchunchaotidao,yujizaiweilaihuiyoujigehendadezengzhangdian。shouxianshil2+zidongjiashidepuji,suizhe20wanyuanyishangchexingdeyingyongzhujianchengshu,20wanyuanyixiazheiyiqichezhulixiaoshouqujiandexuqiuyejiangzhububeishentou,mxhuijiang15zhi20wanqujianchexingdeshentoulvzuoweizhongdazengzhangdian,mxyuyukongdenghexinbujiandekuaisudichengbenhuajiehe,rang20wanyixiadechexingdazaigaojiezhijiagongnengchengweikeneng。

mxjiangzaisutengweiyushenshanhezuoquderobosense marszhizaozongbujidishengchan、kaiqishougekehuliangchanjiaofu,gaijidizongmianjida10wanpingfangmi,yujijinniandisanjidutourushiyong。qiuchunchaotouludao,yiqidechannengda100wantai。

diergezengzhangdianshil3jibiejishu,wulunshihaiwaihaishiguoneidouzaikuaisuluodi,huirangdanchepeibeijiguangleidadeshuliangyoujibeideshangsheng。

“zuihoushihaiwaishichang,duibiguoneishichang,culvedegujidagaishi8000wantaichegenshangqianwantaichezheiyangdeyigebili,shichanghuijinyibubeidakai。”qiuchunchaoshuo。

jinnianyilai,zhengcecengmianchixuduil3/l4ceshiyingyong“kaizha”,zuoweiguoneishoupihuodeceshipaizhaodecheqi,benchi、baoma、guangqiaian、zhiji、aweita、jihudengfenfenzaiqixial3ceshicheshangdazailejiguangleida。l4gengshiruci,wuhanbaohuodebaiduluobukuaipaowurenche,peibeilesutengjuchuangdempingtaichanpin。

“robotaxijil4jibiezidongjiashi,zhuyaomudehaishibarenanquandicongadiansongdaobdian,jiguangleidashirobotaxibibeidechuanganqi,yaotidailingwaiyigejiashiyuan,suoyijiazhikongjiangengda,genl2+dexuqiuxiangbi,kenengyaoduoshang3dao5bei。”qiuchunchaorenwei,robotaxidedaguimoyingyong,jiangdailaiduijiguangleidazhuangpeiliangdekeguanxuqiu。

guojinzhengquan8yueshangxunfabudeyanbaozhichu,cheluyunyitihuabeijingxia,shidianchengshiluodiqianyinxuqiufangliang,anzhaodanlukouganzhishebei30-60wandezijinyusuan,diyuwanyuandejiguangleidagengyoukenengbeixuanrulucezhinenghuaganzhishebeifangan,jiguangleidayouwangcongluceganzhishebeide“kexuanxiang”zouxiang“bixuanxiang”。

buguo,qiuchunchaoyizhichu,robotaxidepukaiyingyong,gujihaixuyaojinianshijian,cheguigutaijiguangleidazairobotaxishangdeshouru,duanqineihaishibunenggenl2+cheliangxiangtierlun。suiranjixieshijiguangleidazairobotaxideyingyongduanqineikeyihuodejudadelirunheyingshou,danzhangqilaikan,haishijianchiyaobagaoxingnenggaozhiliangdecheguijiguangleidashentoudaorobotaxishangmianqu。

未经正式授权严禁转载本文,侵权必究。