速騰聚創(02498.HK)公佈年度業績 毛利率大幅提升 未來海外市場收入有望進一步提升
格隆匯3月31日丨速騰聚創(02498.HK)發佈公吿，截至2024年12月31日止年度，公司收入大幅增加47.2%至人民幣1,648.9百萬元。來自銷售產品的收入大幅增加59.2%至人民幣1,533.7百萬元。
毛利大幅增加202.8%至截至2024年12月31日止年度的人民幣283.6百萬元，且整體毛利率由上年度的8.4%增加至截至2024年12月31日止年度的17.2%。且毛利率由2023年第四季度的11.0%增加至2024年相同季度的22.1%。於ADAS應用的激光雷達產品毛利率由上年度的毛損率5.9%大幅改善至截至2024年12月31日止年度的毛利率13.4%。
截至2024年12月31日止年度，公司的激光雷達產品、用於ADAS應用的激光雷達產品及用於機器人及其他產品的激光雷達產品的銷量分別為約544,200台、519,800台及24,400台，分別較截至2023年12月31日止年度增加約109.6%、113.9%及47.0%。
截至2024年12月31日，公司已成功取得28家汽車整車廠及一級供應商的95款車型的量產定點訂單，併為12名客户的32款車型實現SOP。截至2024年12月31日，公司與全球310多家汽車整車廠和一級供應商建立了合作關係。
在智能輔助駕駛(ADAS)領域，L2+級高階駕駛輔助系統快速普及，裝配激光雷達逐步成為車型競爭賣點，應用已下探至15萬元以下車型市場。目前已有超過10款15-20萬元級別車型搭載了RoboSense的激光雷達。預期這將持續帶動公司ADAS業務收入規模的上升。截至2025年3月31日，公司已與全球30家汽車整車廠及一級供貨商達成緊密合作，定點車型數量已超百款。
智能駕駛的浪潮正在從中國走向全球，預計未來兩年海外主流車企也將大規模配置高階智駕。公司持續拓展海外市場，目前已累計獲得8個海外及中外合資品牌的定點合作，覆蓋歐洲、北美和亞太市場。其中在24年第四季度新增一家中美合資的頭部主機廠定點，在日本市場則獲得了排名前三車企客户定點，未來海外市場收入有望進一步提升。
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