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从AI机器人全球发布会,看速腾聚创(02498)如何谋划下一个10年

From the Global launch event of AI Siasun Robot&Automation, see how Su Teng Ju Chuang (02498) plans for the next 10 years.

Zhitong Finance ·  Jan 6 17:33

Suteng Juchuang successfully held the “Hello Robot” 2025 AI robot global online press conference.

Suteng Juchuang (02498), a supplier of incremental robot components and solutions, successfully held the “Hello Robot” 2025 AI robot global online conference on January 3. For the first time, it fully presented Sagiteng Juchuang's robotics technology platform company strategy, and announced a series of technical results that will be exhibited at the CES Global Consumer Electronics Show which opens on January 7.

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The press conference was a technological feast. The next generation of multi-layer technology fusion products launched was extremely innovative and groundbreaking, and quickly became the focus of the industry. According to data from the Zhitong Finance App, on January 3, Sagitengjuchuang's stock price once surged 19% to HK$34.75, reaching a six-month high. This market performance fully shows that investors are highly appreciative of the strategic layout shown by the company at this press conference and have strong confidence in its future development prospects.

A new starting point for strategic advancement

Looking back over the past few years, lidar has benefited from the promotion of autonomous driving technology, and market demand has grown rapidly. Suteng Juchuang is well known in the market due to its long-term industry leader in lidar shipments, so many investors have positioned Suteng Juchuang as a lidar company or auto parts supplier, but have ignored its strategic goal of becoming the world's top robotics platform company.

In fact, Sagiteng Juchuang has a deep heritage in the field of robotics. First, Dr. Qiu Chunxin, founder and CEO of the company, is a top expert in computer perception and robotics, and has successively obtained master's and doctorate degrees in control science and engineering. Dr. Qiu Chunxin's deep academic background and rich practical experience in robotics and related fields, combined with his deep understanding and forward-looking vision of robotics technology, has locked in the broad field of robotics since its inception.

A clue can also be seen from the English name RoboSense by Suteng Juchuang. In the narrow sense, it means “robot+perception,” and in a broad sense, it means “robotic+cognition,” or “AI+robot.” This confirms from the side that Sagiteng Juchuang positions itself as a robotics company rather than being limited to a lidar manufacturer.

In the company's technological evolution, lidar has taken the lead in making key advances, mainly because it plays an important role as a bridge between the company's technical system and business layout. In the field of advanced intelligent driving, lidar is the core sensor for vehicles to accurately detect the surrounding environment and ensure driving safety. At the same time, with its excellent three-dimensional sensing ability, it is also indispensable in the field of AI robots, giving robots human-like spatial perception capabilities. As lidar technology becomes more mature and widely used in the automotive field, Sagitengjuchuangzheng is actively expanding this technical advantage to the field of AI robots, promoting cross-border integration and innovation of technology, and providing strong technical support for the intelligent development of robots.

It can be seen from this that this AI robot conference is not a shift in the development path of Suteng Juchuang, but rather a demonstration of the inevitable results and strategic upgrade of its long-term deep cultivation in the field of robotics. The company took this opportunity to focus on showcasing the core achievements accumulated over many years, so that the market intuitively felt the competitive advantage of Suteng Juchuang in the field of intelligent robots, which strongly highlighted its potential to become a leading enterprise in the intelligent robot industry.

Innovative achievements gather to establish a solid foundation for high-quality development

Among the innovative products displayed by Suteng Juchuang at the press conference, the new digital lidar series products were particularly remarkable. Among them, EM4 for the automotive market, and E1R and Airy for the intelligent robot market have achieved major breakthroughs in performance, accuracy, and application scenarios. These products not only solidify the company's leading position in the field of lidar technology, but also provide more powerful sensing capabilities for the intelligent development of the automotive and robotics industries.

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At the same time, the company launched products such as Active Camera solutions, second-generation dexterous hand Papert 2.0, force sensor FS-3D, linear motor LA-8000, and robot domain controller DC-G1, which comprehensively cover key areas such as robot vision, operation and control, and provide comprehensive technical support for building intelligent, efficient, and flexible robots. This enables the company to better meet the diverse needs of different customer groups and further consolidate and expand its market share.

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In the process of building a comprehensive intelligent robot product system, AI-driven logic runs through throughout. Suteng Juchuang knows the central position of AI in the field of robotics. Only by accurately grasping the development trends and application requirements of AI can ensure the scientific and forward-looking nature of the strategic layout and create excellent hardware products and solutions. To this end, the company invested a large amount of resources to build a supercomputing center, relying on strong computing capabilities to conduct complex AI model training and data analysis. The company has accumulated rich scenario data covering various fields such as industrial manufacturing, logistics and distribution, and household services, providing a solid data foundation for the optimization of AI models. At the same time, a humanoid robot development platform has been carefully built to quickly iterate and verify technological innovation results, effectively shorten the product development cycle, and improve product quality.

It is this kind of emphasis on and continuous investment in R&D and innovation that has enabled Sagiteng Juchuang's technical strength in the field of intelligent robots to continue to increase, and product competitiveness continues to improve. With advanced technology and quality products, the company has attracted the attention of more and more partners. By the end of the third quarter of 2024, Suteng Juchuang's number of partners in the field of robotics had grown rapidly from 2,400 to 2,600. More importantly, many new products jointly developed by the company and partners have successfully received mass production orders from many leading robot companies in different fields. This shows that the company's technology and products have been deeply integrated into cutting-edge applications in the industry, laying a solid foundation for future large-scale marketing and business growth. According to reports, it is estimated that in 2025, the number of lidars shipped by the company to the robotics market will reach six digits.

In order to ensure the efficient delivery of products, Suteng Juchuang continues to make efforts in building production capacity. In addition to the existing Shenzhen Honghualing Plant, Shenzhen Shiyan Plant, and Dongguan Liteng Manufacturing Center, the company made every effort to build the “MARS Intelligent Manufacturing Headquarters” in the Shenzhen-Shantou Cooperation Zone in the first half of 2024. The base covers a total area of 0.1 million square meters and is committed to creating a collaborative development pattern for the two major industrial clusters of intelligent sensors and intelligent robots. Through unified management and optimized resource allocation, the base is expected to achieve the goal of reducing costs and increasing efficiency, significantly improving the company's overall production efficiency and profitability.
Looking at the general market environment, according to a research report by the research institute MarketsAndMarkets, the global AI robot market is in a golden period of rapid development. In the industrial field, as the intelligent upgrading of the manufacturing industry accelerates, intelligent robots are more and more widely used in manufacturing, logistics and warehousing, quality inspection, etc., effectively improving production efficiency and product quality, and reducing labor costs. In the healthcare industry, surgical robots, rehabilitation robots, nursing robots, etc. continue to emerge, bringing higher accuracy and efficiency to medical services and improving the patient's treatment experience. In the field of household services, cleaning robots, companion robots, etc. are gradually becoming popular, meeting people's growing needs in daily life.

It is estimated that in the next few years, the global AI robot market will grow at an average annual rate of about 20%, and is expected to exceed 200 billion dollars by 2030. This booming market trend provides Sagiteng Juchuang with unprecedented development opportunities, making it expected to make a big difference in the field of AI robots and achieve rapid business growth.

epilogue

Suteng Juchuang's AI robot global press conference was of far-reaching significance. It was not only a key milestone in the company's own technological innovation and business development, but also injected new vitality and development direction into the entire AI robot industry. By showcasing a series of cutting-edge technologies and innovative products, the company promoted the collaborative development of robot sensing, decision-making and control technology, and accelerated the implementation of AI robots in various industries.

Looking forward to the future, Suteng Juchuang is expected to achieve more significant breakthroughs in the commercialization process with its deep technology accumulation, extensive market cooperation, and strong product innovation capabilities. The company will continue to increase R&D investment in core technology fields such as AI, chips, and hardware, and continuously improve product performance and technical competitiveness. At the same time, the company will actively expand the global market, strengthen cooperation with internationally renowned companies, and promote the popularization and application of AI robot technology around the world. With the company's continuous technological innovation and steady expansion of market share, Sagiteng Juchuang is expected to become a leading enterprise in the global AI robot industry, contribute more strength to the development of the global intelligent robot industry, and open a new chapter in the intelligent robot era.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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