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速騰聚創(02498.HK)公佈年度業績:財務業績持續顯著改善,營收超11億元同比大增111.22%
格隆匯 03-27 18:01

格隆匯3月27日丨速騰聚創(02498.HK)公佈年度業績,截至2023年12月31日止年度,集團取得收入約人民幣11.20億元,同比大幅增長111.22%;毛利為人民幣9364.0萬元,同期則虧損人民幣3929.5萬元,同比實現毛利轉正。此外,研發開支達人民幣6.35億元,同比大幅增長107.6%。截至2023年12月31日,現金及現金等價物、受限制現金及定期存款為人民幣18.355億元。不包含2024年1月5日港股上市的募資額。

報吿期內,產品銷售收入增加141.2%至人民幣9.635億元,主要由於用於ADAS應用的產品銷售增加,例如集團的車規級固態激光雷達。於2023年,集團銷售用於ADAS應用的激光雷達產品收入由2022年的人民幣1.604億元增加至人民幣7.771億元,同比大幅增長384.6%。集團銷售的激光雷達產品總數從2022年的約57,000台增加至2023年的約259,600台。用於ADAS應用的激光雷達產品銷售由2022年的約36,900台大幅增長至2023年的約243,000台。

用於ADAS應用的產品銷售增加帶動的收入增長部分被(i)用於ADAS應用的產品平均單價從2022年的每台約人民幣4,300元下降至2023年的每台約人民幣3,200元,原因是集團於2023年銷售更多量產的激光雷達,而該等激光雷達的單價通常低於各自原型的單價;及(ii)機器人及其他產品銷售收入由2022年人民幣239.1百萬元下降至2023年的人民幣186.5百萬元,同比下降22.0%,主要由於集團戰略上專注於抓住ADAS市場的市場機會,並自2022年12月起暫停生產RS-LiDAR-16(用於機器人及其他應用的產品)。

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