港股详情

本页面由Tiger Trade Technology Pte. Ltd.提供服务

禾赛-W

157.900

+1.5000.96%

成交量：205.77万

成交额：3.19亿

市值：247.90亿

市盈率：45.73

高：159.800

开：154.100

低：151.800

收：156.400

52周最高：244.000

52周最低：116.300

股本：1.57亿

香港流通股本：1.57亿

量比：1.45

换手率：1.31%

股息：- -

股息率：- -

每股收益(LYR):3.453

净资产收益率：7.15%

总资产收益率：0.02%

市净率：2.40

市盈率(LYR):45.73

市销率: 6.72

数据加载中...

总览公司新闻资讯公告

异动解读 | 一季报盈利质量承压叠加行业板块走弱，禾赛-W盘中大跌5.34%

异动解读｜禾赛-W盘中下跌5.28%，一季报毛利率及ASP承压叠加行业板块走弱

禾赛-W授予董事股份购回授权，规模达已发行股本一成

禾赛-W拟实施1拆8股份拆细同步调整每手买卖单位

禾赛-W(02525)建议股份拆细及更改每手买卖单位

禾赛集团提议将每股面值0.0001美元的已发行及未发行股票拆分为八股，每股面值降至0.0000125美元

禾赛费米C500成为首个通过ISO26262功能安全认证的RISC-V激光雷达主控芯片

华创证券：禾赛-W维持“强推”评级目标价249.39港元

大行评级丨海通国际：维持禾赛“优于大市”评级，预计次季将保持良好增长态势

《大行》海通国际：禾赛(02525.HK)首季业绩优异推进空间智能战略布局

阿斯达克财经

华创证券：维持禾赛-W(02525)“强推”评级目标价249.39港元

中金：禾赛-W维持跑赢行业评级目标价217.00港元

机器人概念早盘再度走高德昌电机控股涨超7%禾赛-W涨超5%

港股异动 | 机器人概念再度走高海内外机器人产业共振加速机构指板块配置性价比凸显

异动解读｜禾赛-W盘中上涨5.4%，受业绩超预期及欧洲顶级车企大单提振

异动解读 | 禾赛-W盘中大涨5.02%，受业绩超预期及获奔驰定点提振

港股异动 | 禾赛-W(02525)早盘涨超5% 一周官宣两家顶级欧洲车厂合作公司全球化战略取得重大突破

【券商聚焦】国金证券看好禾赛(HSAI)：物理AI金铲子，出海奔驰进行时

《大行》招商证券国际：禾赛(02525.HK)季绩符预期激光雷达出货量超预期重申“增持”

阿斯达克财经

《大行》大和升禾赛(HSAI.US)目标价至36美元重申“买入” 估值方法改用市盈率

阿斯达克财经

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/stock/02525/news"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"02525","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"02525\",,,,,undefined,":{"symbol":"02525","market":"HK","secType":"STK","nameCN":"禾赛-W","latestPrice":157.9,"timestamp":1780042106005,"preClose":156.4,"halted":0,"volume":2057703,"delay":0,"changeRate":0.00959079283887468,"floatShares":157000000,"shares":157000000,"eps":3.4529257451155577,"marketStatus":"休市中","change":1.5,"latestTime":"05-29 16:08:26","open":154.1,"high":159.8,"low":151.8,"amount":318994559,"amplitude":0.051151,"askPrice":157.9,"askSize":12820,"bidPrice":156,"bidSize":2260,"shortable":3,"etf":0,"ttmEps":3.5386556631556676,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1780277400000},"marketStatusCode":7,"adr":0,"listingDate":1757952000000,"exchange":"SEHK","adjPreClose":156.4,"openAndCloseTimeList":[[1780018200000,1780027200000],[1780030800000,1780041600000]],"volumeRatio":1.4476414248788019,"lotSize":20,"spreadScale":0,"tradeCurrency":"HKD"},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"02525\",,,,,undefined,":{"symbol":"02525","floatShares":157000000,"roa":"0.02%","roe":"7.15%","lyrEps":3.452926,"volumeRatio":1.4476414248788019,"shares":157000000,"dividePrice":0,"high":159.8,"amplitude":0.051151,"preClose":156.4,"low":151.8,"week52Low":116.3,"pbRate":"2.40","psRate":"6.72","week52High":244,"institutionHeld":0,"latestPrice":157.9,"committee":-0.700265,"eps":3.4529257451155577,"divideRate":0,"volume":2057703,"delay":0,"ttmEps":3.5386556631556676,"open":154.1,"prevYearClose":177.9,"prevWeekClose":166.9,"prevMonthClose":173,"prevQuarterClose":141.3,"fiveDayClose":159.3,"twentyDayClose":180.7,"sixtyDayClose":219.6},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/02525\",params:#limit:5,,,undefined,":[{"market":"HK","date":"2026-07-10","symbol":"02525","defaultRemindTime":1783647000000,"type":"split","dateTimestamp":1783612800000,"forFactor":1,"toFactor":8,"ratio":0.125},{"date":"2026-05-19","symbol":"02525","type":"earning","reportTimeType":"post","market":"HK","fiscalQuarterEnding":null,"expectedEps":null,"defaultRemindTime":1779154200000,"name":null,"time":"盘后","dateTimestamp":1779120000000,"actualEps":null},{"market":"HK","date":"2026-03-24","symbol":"02525","fiscalQuarterEnding":null,"expectedEps":null,"name":null,"time":"盘后","type":"earning","dateTimestamp":1774281600000,"reportTimeType":"post","actualEps":null},{"date":"2025-11-11","symbol":"02525","type":"earning","reportTimeType":"","market":"HK","fiscalQuarterEnding":null,"expectedEps":null,"defaultRemindTime":1762824600000,"name":null,"time":"","dateTimestamp":1762790400000,"actualEps":null}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"02525\",market:\"HK\",,,undefined,":[],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"02525\",market:\"HK\",delay:false,,,undefined,":{"strongBuy":0.375,"buy":0.625,"hold":0,"sell":0,"strongSell":0,"meanLabel":"BUY","meanPercent":0.625,"analysts":16,"updateTime":1774886400000},"@#url:\"https://hq.skytigris.cn/hkstock/value_analysis/stock/02525\",params:#withQuantilePoint:true,period:\"5year\",factor:\"peRate\",delay:false,algorithm:1,,,undefined,":{"brief":{"id":"02525","date":"2026-05-29","current":44.621465,"percent":0.023256,"low":38.833889,"twenty":52.056243,"median":60.852181,"eighty":243.328717,"high":375.15224,"avg":113.451651,"sd":103.850752,"marketCap":24379357374.05},"quantilePoints":[{"date":"2025-09-12","current":294.452333,"twenty":288.442738,"median":290.696336,"eighty":292.949934,"marketCap":33231785006.11},{"date":"2025-09-19","current":374.342018,"twenty":295.717395,"median":312.823997,"eighty":348.887661,"marketCap":42218125389.16},{"date":"2025-09-26","current":374.702946,"twenty":303.186915,"median":362.350505,"eighty":374.338199,"marketCap":42149186395.96},{"date":"2025-10-03","current":349.148952,"twenty":312.823997,"median":357.441254,"eighty":374.322923,"marketCap":39368429170},{"date":"2025-10-10","current":313.861947,"twenty":313.204485,"median":348.959335,"eighty":371.17471,"marketCap":35338060264.65},{"date":"2025-10-17","current":245.264835,"twenty":280.58254,"median":340.059295,"eighty":367.6106,"marketCap":27593138867.67},{"date":"2025-10-24","current":244.093739,"twenty":248.357861,"median":313.580777,"eighty":364.332297,"marketCap":27471372801.71},{"date":"2025-10-31","current":249.591783,"twenty":248.215202,"median":306.800821,"eighty":360.14532,"marketCap":28132043988.56},{"date":"2025-11-07","current":238.292506,"twenty":245.3342,"median":286.940339,"eighty":357.37257,"marketCap":26841700338.92},{"date":"2025-11-14","current":50.998917,"twenty":243.328717,"median":256.1274,"eighty":352.328504,"marketCap":23998238672.93},{"date":"2025-11-21","current":38.833889,"twenty":236.776521,"median":254.252091,"eighty":348.921411,"marketCap":18265303533.65},{"date":"2025-11-28","current":49.483711,"twenty":53.038572,"median":249.362724,"eighty":346.934819,"marketCap":23358931269.34},{"date":"2025-12-05","current":51.36892,"twenty":50.152298,"median":248.475362,"eighty":342.320199,"marketCap":24290540621.3},{"date":"2025-12-12","current":52.425023,"twenty":50.838559,"median":245.322639,"eighty":339.903276,"marketCap":24835787333.18},{"date":"2025-12-19","current":56.261459,"twenty":51.220919,"median":244.093739,"eighty":324.236874,"marketCap":26716071495.96},{"date":"2025-12-24","current":56.994401,"twenty":51.37856,"median":242.031252,"eighty":313.749479,"marketCap":27148414178.72},{"date":"2026-01-02","current":56.924603,"twenty":51.417118,"median":238.186145,"eighty":313.299607,"marketCap":27221883028.13},{"date":"2026-01-09","current":70.069336,"twenty":51.541091,"median":227.188398,"eighty":312.823997,"marketCap":33591252694.74},{"date":"2026-01-16","current":72.888017,"twenty":51.642827,"median":69.712581,"eighty":300.777645,"marketCap":35056077128.23},{"date":"2026-01-23","current":72.90607,"twenty":52.004049,"median":72.671462,"eighty":294.452333,"marketCap":35031121689.7},{"date":"2026-01-30","current":62.76414,"twenty":52.420885,"median":70.564928,"eighty":286.940339,"marketCap":30295822737.39},{"date":"2026-02-06","current":60.0078,"twenty":52.425023,"median":68.929344,"eighty":258.417362,"marketCap":29038827031.67},{"date":"2026-02-13","current":63.32479,"twenty":52.681507,"median":68.419101,"eighty":256.405611,"marketCap":30819991982.68},{"date":"2026-02-20","current":71.051412,"twenty":52.981154,"median":68.419101,"eighty":256.183042,"marketCap":34530707835.78},{"date":"2026-02-27","current":68.181461,"twenty":53.549676,"median":68.181461,"eighty":255.57005,"marketCap":33499322750.44},{"date":"2026-03-06","current":59.85677,"twenty":54.147963,"median":67.972455,"eighty":254.791642,"marketCap":29172100047.18},{"date":"2026-03-13","current":61.145231,"twenty":55.021088,"median":67.5059,"eighty":253.959723,"marketCap":29937301494.1},{"date":"2026-03-20","current":61.422965,"twenty":55.446553,"median":66.299508,"eighty":251.949415,"marketCap":29959409077.48},{"date":"2026-03-27","current":48.314336,"twenty":54.147963,"median":65.720145,"eighty":249.408535,"marketCap":23845205960.18},{"date":"2026-04-02","current":50.907938,"twenty":52.47632,"median":65.055551,"eighty":249.007035,"marketCap":25246006402.95},{"date":"2026-04-10","current":53.632438,"twenty":52.424195,"median":64.201444,"eighty":248.627149,"marketCap":26802261649.84},{"date":"2026-04-17","current":60.353085,"twenty":52.63021,"median":63.780563,"eighty":248.480394,"marketCap":30173499184.19},{"date":"2026-04-24","current":51.694589,"twenty":52.580381,"median":63.241489,"eighty":247.924852,"marketCap":25846153724.88},{"date":"2026-04-30","current":54.57272,"twenty":52.656593,"median":62.514401,"eighty":246.343155,"marketCap":27302189387.84},{"date":"2026-05-08","current":53.361676,"twenty":52.656593,"median":61.574374,"eighty":245.311078,"marketCap":26779128597.47},{"date":"2026-05-15","current":57.495418,"twenty":52.654117,"median":61.327381,"eighty":245.220031,"marketCap":28929503435.94},{"date":"2026-05-22","current":47.148636,"twenty":52.423368,"median":61.141443,"eighty":244.532308,"marketCap":25616669822.13},{"date":"2026-05-29","current":44.715815,"twenty":52.056243,"median":60.852181,"eighty":243.328717,"marketCap":24379357374.05}],"updateTime":1780131197554},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"02525\",pageSize:20,pageCount:1,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"1141748890","title":"异动解读 | 一季报盈利质量承压叠加行业板块走弱，禾赛-W盘中大跌5.34%","url":"https://stock-news.laohu8.com/highlight/detail?id=1141748890","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1141748890?lang=zh_cn&edition=fundamental","pubTime":"2026-05-28 10:49","pubTimestamp":1779936574,"startTime":"0","endTime":"0","summary":"禾赛-W今日盘中股价出现大幅下挫，跌幅达5.34%，市场关注度显著提升。消息面上，此次下跌主要受到两方面因素影响。首先，公司近期发布的一季度财报数据引发市场担忧。其次，行业层面的负面情绪也加剧了股价下行压力。禾赛-W所属的机动车零配件与设备板块今日整体表现疲软，同行业多家公司股价同步下跌，形成了板块联动下行的局面，进一步放大了个股的跌幅。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["02525"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1115217834","title":"异动解读｜禾赛-W盘中下跌5.28%，一季报毛利率及ASP承压叠加行业板块走弱","url":"https://stock-news.laohu8.com/highlight/detail?id=1115217834","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1115217834?lang=zh_cn&edition=fundamental","pubTime":"2026-05-28 10:46","pubTimestamp":1779936400,"startTime":"0","endTime":"0","summary":"5月28日，禾赛-W盘中下跌5.28%，报156.0港元，成交额8941.92万港元。消息面上，禾赛科技近期发布一季报，虽然非GAAP净利润同比增长452.9%，但毛利率从去年同期的41.7%下滑至39.1%，激光雷达出货量同比增长140.9%的情况下营收仅增长29.6%，ASP大幅下降引发市场对盈利质量的担忧。此外，禾赛所在的机动车零配件与设备行业整体承压，耐世特跌7.05%、博泰车联跌6.52%、均胜电子跌5.36%，板块联动加剧个股下行压力。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02525"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1190505997","title":"禾赛-W授予董事股份购回授权，规模达已发行股本一成","url":"https://stock-news.laohu8.com/highlight/detail?id=1190505997","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1190505997?lang=zh_cn&edition=fundamental","pubTime":"2026-05-26 21:12","pubTimestamp":1779801179,"startTime":"0","endTime":"0","summary":"禾赛科技于最新公告中宣布，已授予董事于届满前的授权期内按不超过公司已发行股份总数10%的数量购回股份，对应最高购回数量为15,714,221股。该授权有待公司于2026年6月26日举行的股东周年大会审议并以普通决议案方式表决通过后生效。公告显示，上述股份购回所需资金将由公司内部资源提供，相关安排符合香港联交所上市规则及公司所属法域法律。公司董事会认为，股份购回有助于提升每股收益水平，加强公司资本结构，符合公司及股东的整体利益。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"禾赛-W授予董事股份购回授权，规模达已发行股本一成","news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02525"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1199263975","title":"禾赛-W拟实施1拆8股份拆细 同步调整每手买卖单位","url":"https://stock-news.laohu8.com/highlight/detail?id=1199263975","media":"公告速递","labels":["shareholding","SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1199263975?lang=zh_cn&edition=fundamental","pubTime":"2026-05-26 21:12","pubTimestamp":1779801158,"startTime":"0","endTime":"0","summary":"禾赛科技发布公告称，董事会建议实施股份拆细，将每股面值0.0001美元的已发行及未发行股份拆细为8股每股面值0.0000125美元的已拆细股份。同时，公司拟同步调整每手买卖单位及美国存托股比率。股份拆细需满足多项条件，包括股东于2026年6月26日召开的股东周年大会通过普通决议案、联交所批准已拆细股份上市及买卖，以及遵守纳斯达克和联交所相关规定。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"禾赛-W拟实施1拆8股份拆细 同步调整每手买卖单位","news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02525"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638551746","title":"禾赛-W(02525)建议股份拆细及更改每手买卖单位","url":"https://stock-news.laohu8.com/highlight/detail?id=2638551746","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638551746?lang=zh_cn&edition=fundamental","pubTime":"2026-05-26 21:12","pubTimestamp":1779801157,"startTime":"0","endTime":"0","summary":"智通财经APP讯，禾赛-W 发布公告，董事会建议将每股面值0.0001美元的各股已发行及未发行股份拆细为8股每股面值0.0000125美元的已拆细股份。美国存托股比率变动及股份拆细将于同日生效。董事会建议，待股份拆细生效后，每手买卖单位将由20股B类普通股更改为100股已拆细B类普通股。更改每手买卖单位将不会影响股东的任何相关权利。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1446239.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02525","BK1144","HSAI"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1101220058","title":"禾赛集团提议将每股面值0.0001美元的已发行及未发行股票拆分为八股，每股面值降至0.0000125美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1101220058","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1101220058?lang=zh_cn&edition=fundamental","pubTime":"2026-05-26 21:11","pubTimestamp":1779801111,"startTime":"0","endTime":"0","summary":"禾赛集团宣布了一项股份拆分计划，提议将每股面值为0.0001美元的已发行及未发行股票，细分为八股。拆分后，每股面值将相应调整为0.0000125美元。此举旨在增加公司股票的流通数量，并可能提升其在二级市场的流动性及可及性。股票拆分通常不会改变公司的总市值，但通过降低每股单价，或能吸引更广泛的投资者群体参与交易。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02525","HSAI","BK1144"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638619518","title":"禾赛费米C500成为首个通过ISO26262功能安全认证的RISC-V激光雷达主控芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2638619518","media":"第一财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638619518?lang=zh_cn&edition=fundamental","pubTime":"2026-05-26 17:26","pubTimestamp":1779787580,"startTime":"0","endTime":"0","summary":"【禾赛费米C500成为首个通过ISO26262功能安全认证的RISC-V激光雷达主控芯片】近日，禾赛科技-W宣布，其自研费米C500芯片正式通过国际公认的测试、检验和认证机构SGS的ISO26262 ASILB功能安全产品认证，成为全球首款获此认证的RISC-V激光雷达主控芯片。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202605263749772958.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202605263749772958.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU2476274308.USD","BK4124","HSAI","02525","LU2778985437.USD","LU2476274720.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638599813","title":"华创证券：禾赛-W维持“强推”评级 目标价249.39港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2638599813","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638599813?lang=zh_cn&edition=fundamental","pubTime":"2026-05-26 15:14","pubTimestamp":1779779640,"startTime":"0","endTime":"0","summary":"　　华创证券发布研报称，禾赛-W发布2026年一季报，实现收入6.81亿元，净利润0.18亿元。结合新业务增长规划，预计公司2026-28年：1）营收42.75、56.69、74.09亿元，同比+41%、+33%、+31%；2）净利润5.01、8.20、11.62亿元，同比+15%、+64%、+42%；3）给予公司2026年8倍PS，对应目标市值342亿元、目标价249.39港元，维持“强推”评级。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2026-05-26/doc-inhzffsp2262743.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1144","HSAI","02525"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638450595","title":"大行评级丨海通国际：维持禾赛“优于大市”评级，预计次季将保持良好增长态势","url":"https://stock-news.laohu8.com/highlight/detail?id=2638450595","media":"中金财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638450595?lang=zh_cn&edition=fundamental","pubTime":"2026-05-26 14:27","pubTimestamp":1779776822,"startTime":"0","endTime":"0","summary":"海通国际发表报告指，禾赛首季业绩表现优异，营收达6.8亿元，同比增长30%，净利润达1800万元，经调整净利润达4800万元，同比大幅增长。首季ADAS激光雷达出货量为135.3万台，同比增长142%；机器人激光雷达出货量为11.8万台，同比增长138%。该行预计禾赛次季将保持良好增长态势，有望实现营收8.7亿元，同比增长逾23%，全年有望实现营收逾43亿元，维持逾40%的高速增长态势。以预测2026年市销率7倍为估值基础，该行对其目标价247港元，维持“优于大市”评级。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260526/32254416.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["BK4124","HSAI","LU2778985437.USD","LU2476274308.USD","02525","LU2476274720.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638593542","title":"《大行》海通国际：禾赛(02525.HK)首季业绩优异  推进空间智能战略布局","url":"https://stock-news.laohu8.com/highlight/detail?id=2638593542","media":"阿斯达克财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638593542?lang=zh_cn&edition=fundamental","pubTime":"2026-05-26 13:44","pubTimestamp":1779774240,"startTime":"0","endTime":"0","summary":"海通国际发表报告，指禾赛-W首季业绩表现优异，推进空间智能战略布局。经调整净利润达4,800万元，按年大幅增长。该行提到，禾赛首季ADAS及机器人激光雷达出货量保持高增。禾赛首季向市场推出全球首款6D全彩激光雷达超感光SPAD-SoC芯片Picasso，并搭载于高端ETX系列激光雷达。)相关内容《大行》招商证券国际：禾赛季绩符预期  激光雷达出货量超预期  重申“增持”AASTOCKS新闻","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250912112426239_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250912112426239_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1526048/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1526048/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1144","HSAI","02525"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638763581","title":"华创证券：维持禾赛-W(02525)“强推”评级 目标价249.39港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2638763581","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638763581?lang=zh_cn&edition=fundamental","pubTime":"2026-05-25 10:56","pubTimestamp":1779677790,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，华创证券发布研报称，禾赛-W发布2026年一季报，实现收入6.81亿元，净利润0.18亿元。主激光雷达龙头地位稳固，全球化战略提速据盖世研究院，26M3，禾赛在中国乘用车主激光雷达市场的装机量份额达55%，已连续14个月稳居行业第一。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1445517.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02525","HSAI","BK1144"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637601413","title":"中金：禾赛-W维持跑赢行业评级 目标价217.00港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2637601413","media":"新浪港股","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637601413?lang=zh_cn&edition=fundamental","pubTime":"2026-05-22 12:57","pubTimestamp":1779425820,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　中金发布研报称，维持禾赛-W（02525）2026年和2027年盈利预测不变。当前H股股价对应2026/2027年40.3倍/24.9倍P/E。当前US股股价对应2026/2027年40.0倍/24.8倍P/E。H股/US股均维持跑赢行业评级，并维持217.00港元/27.14美元目标价，H股对应55.2倍/34.0倍2026/2027年P/E，US股对应53.6倍/33.2倍2026/2027年P/E，分别有36.9%/34.0%的上行空间。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2026-05-22/doc-inhytyys6155068.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1144","02525","HSAI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637362131","title":"机器人概念早盘再度走高 德昌电机控股涨超7%禾赛-W涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2637362131","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637362131?lang=zh_cn&edition=fundamental","pubTime":"2026-05-22 11:24","pubTimestamp":1779420240,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　机器人概念早盘再度走高，截至发稿，德昌电机控股（00179）上涨7.57%，报29.28港元；禾赛-W（02525）上涨5.34%，报167.80港元；极智嘉-W（02590）上涨4.72%，报17.99港元；越疆（02432）上涨3.89%，报33.64港元；三花智控（02050）上涨3.46%，报35.90港元。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-05-22/doc-inhytusq8552733.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["02050","LU0274383008.USD","LU0620787316.HKD","LU0082770016.SGD","LU0082770016.USD","00179","SG9999002950.SGD","BK1183","LU0348766576.USD","HSAI","BK1144","02525","02590","SG9999011746.SGD","LU0348767384.USD","JEHLY","LU0164939612.USD","002050","LU0227179875.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637273361","title":"港股异动 | 机器人概念再度走高 海内外机器人产业共振加速 机构指板块配置性价比凸显","url":"https://stock-news.laohu8.com/highlight/detail?id=2637273361","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637273361?lang=zh_cn&edition=fundamental","pubTime":"2026-05-22 10:09","pubTimestamp":1779415744,"startTime":"0","endTime":"0","summary":"消息面上，5月21日，随着最后一批特斯拉Model S和X在加州弗里蒙特工厂下线，两款车型正式停产退役，其生产线将用于特斯拉人形机器人的专用生产线。据了解，该Model S和X生产线将在4个月内完成拆除与重构，转型为特斯拉人形机器人的专用生产线，规划年产能达100万台。此外，人形机器人厂商Figure近日举办7×24小时直播活动，以记录F.03机器人处理小型包裹分拣的工作过程。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1444889.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4588","02590","LU0227179875.USD","02432","BK1144","02525","LU0164939612.USD","BK4585","LU0082770016.SGD","SG9999002950.SGD","JEHLY","LU0082770016.USD","002050","SG9999011746.SGD","02050","LU0620787316.HKD","BK1183","LU0348766576.USD","00179","LU0348767384.USD","LU0274383008.USD","HSAI","TSLA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1159890035","title":"异动解读｜禾赛-W盘中上涨5.4%，受业绩超预期及欧洲顶级车企大单提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1159890035","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1159890035?lang=zh_cn&edition=fundamental","pubTime":"2026-05-22 09:42","pubTimestamp":1779414177,"startTime":"0","endTime":"0","summary":"5月22日，禾赛-W盘中上涨5.4%，报167.9港元，成交额4336.61万港元。消息面上，公司一周内连续官宣两大欧洲顶级车企合作：一是获梅赛德斯-奔驰L3级车型在欧洲及中国市场定点项目；二是斩获另一家欧洲顶级主机厂超100万台量产订单，覆盖旗下中国合资品牌十余款车型。此外，公司一季度业绩超预期，营收6.81亿元，同比增长30%；激光雷达总出货量达47.2万台，同比增长140.9%；实现GAAP净利润1830万元，连续四个季度盈利。多家券商维持买入评级，看好全球化战略及物理AI业务放量前景。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02525"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1154877437","title":"异动解读 | 禾赛-W盘中大涨5.02%，受业绩超预期及获奔驰定点提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1154877437","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1154877437?lang=zh_cn&edition=fundamental","pubTime":"2026-05-22 09:41","pubTimestamp":1779414063,"startTime":"0","endTime":"0","summary":"禾赛-W今日盘中大涨5.02%，市场表现强劲。消息面上，国金证券发布研报指出，禾赛2026年第一季度业绩报告超预期，物理AI年内收入预计过亿，机器人下游需求饱满。公司一季度激光雷达出货量达47.2万颗，超出市场指引及预期。此外，公司宣布获得梅赛德斯-奔驰L3级车型在欧洲及中国市场的定点项目，未来产能将由新落成的泰国“伽利略”制造中心保障。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["02525"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637106369","title":"港股异动 | 禾赛-W(02525)早盘涨超5% 一周官宣两家顶级欧洲车厂合作 公司全球化战略取得重大突破","url":"https://stock-news.laohu8.com/highlight/detail?id=2637106369","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637106369?lang=zh_cn&edition=fundamental","pubTime":"2026-05-22 09:35","pubTimestamp":1779413758,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，禾赛-W早盘涨超5%，截至发稿，涨4.71%，报166.7港元，成交额2885.24万港元。消息面上，据禾赛-W官微消息，5月20日，公司宣布，继近期与奔驰达成L3合作之后，又斩获一家新的欧洲顶级主机厂定点，订单规模超100万台，覆盖旗下中国合资品牌十余款车型。此次合作标志着国际头部车企集团对禾赛全栈自研芯片化技术、高可靠的产品性能及大规模量产能力的全面认可，也意味着中国智能零部件在国际顶级汽车集团供应链中获得关键占位。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1444871.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4585","02525","LU2476274308.USD","LU2778985437.USD","BK4588","HSAI","LU2476274720.SGD","BK1144","BK4124"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637337056","title":"【券商聚焦】国金证券看好禾赛(HSAI)：物理AI金铲子，出海奔驰进行时","url":"https://stock-news.laohu8.com/highlight/detail?id=2637337056","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637337056?lang=zh_cn&edition=fundamental","pubTime":"2026-05-21 23:02","pubTimestamp":1779375755,"startTime":"0","endTime":"0","summary":"金吾财讯 | 国金证券发研报指，禾赛 2026年一季度业绩报告超预期，物理AI年内收入预计过亿，机器人下游需求饱满。出货量超指引及市场预期，1Q激光雷达出货量达47.2万颗，其中ADAS出货量达35.3万颗，Robotics11.8万颗，机器人条线超预期出货贡献较多。Kosmo未来是3D内容时代的铲子，现在是物理AI数采的铲子。考虑到公司在物理AI领域的领先地位和海外市场的拓展，维持“买入”评级。","market":"hk","thumbnail":"https://static.szfiu.com/news/20210625/NGY0MmI5YjBmZmE4NTQ4NTQ2MWJlYzY2MzQ2MDk2NDUy.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210625/NGY0MmI5YjBmZmE4NTQ4NTQ2MWJlYzY2MzQ2MDk2NDUy.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"300711","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0012","BK0201","BK0188","BK0276","BK1144","LU2778985437.USD","BK0183","LU2476274720.SGD","BK0028","LU2476274308.USD","BK4124","HSAI","02525"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637074488","title":"《大行》招商证券国际：禾赛(02525.HK)季绩符预期  激光雷达出货量超预期  重申“增持”","url":"https://stock-news.laohu8.com/highlight/detail?id=2637074488","media":"阿斯达克财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637074488?lang=zh_cn&edition=fundamental","pubTime":"2026-05-21 14:32","pubTimestamp":1779345120,"startTime":"0","endTime":"0","summary":"招商证券国际发表报告指出，禾赛-W首季业绩符预期，激光雷达出货量超预期。non-GAAP经调整净利润4,775万元，符预期。首季度激光雷达出货量达47.7万颗，按年增长141%，超越此前40万至45万颗的指引。报告提到，激光雷达结构下沉期，令平均售价阶段性承压。首季公司激光雷达平均售价1,441元，按年下滑45%。招商证券国际称，关注空间智能AI硬件突破。公司指引SGI业务2026年收入贡献约1亿，2027年目标5亿，预计长期有望与核心激光雷达业务规模相当。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250912112426020_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250912112426020_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1525621/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1525621/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1147","HSAI","BK0183","BK0028","BK0276","02525","BK0012","BK0188","BK1144","BK0010","BK1564"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637807658","title":"《大行》大和升禾赛(HSAI.US)目标价至36美元重申“买入”  估值方法改用市盈率","url":"https://stock-news.laohu8.com/highlight/detail?id=2637807658","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637807658?lang=zh_cn&edition=fundamental","pubTime":"2026-05-21 14:21","pubTimestamp":1779344460,"startTime":"0","endTime":"0","summary":"报告引述公司指，期望在次季起汇报其结合AI算法的空间智能设备Kosmo的收入。该行认为Kosmo不仅是新产品，更是新经营模式。管理层特意将Kosmo列为可规模化经常性收入生态圈，支持硬件销售，软件授权，及云端平台服务。此外，报告称，禾赛核心LiDAR业务持续展现强劲动力。该行上调禾赛今明两年收入预测介乎1%至6%，反映预测纳入SGI业务，重申“买入”评级，估值方法由市销率改为市盈率，因公司已录得季度盈利，禾赛美股目标价由34美元升至36美元。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250912112426239_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250912112426239_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1525619/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1525619/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1144","02525","HSAI"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":1,"totalSize":200,"code":"91000000","status":"200"}]}}