美股異動丨禾賽盤前續升逾1.6% 機構預期激光雷達配置需求進入爆發期

格隆匯APP

2025/05/23

格隆匯5月23日｜禾賽(HSAI.US)盤前續升逾1.6%，報21.98美元。消息面上，禾賽科技近日宣佈，獲得長城旗下新能源品牌歐拉汽車下一代車型獨家定點合作。搭載禾賽激光雷達的歐拉車型預計將於今年內量產並逐步交付至用戶。此前，禾賽科技的AT系列激光雷達已成功搭載於長城魏牌藍山、高山等車型。

申萬宏源發布研報指，隨着激光雷達產品價格快速下探到千元級別，激光雷達有望作為自動駕駛的「隱形安全氣囊」大幅提升配置率。該行初步測算乘用車市場激光雷達市場空間，預計2025年全球乘用車激光雷達市場空間約70億，其中中國市場約63億佔大頭，未來幾年海外市場預計逐步打開，呈快速增長態勢，海外市場將是激光雷達重要增量方向。(格隆匯)

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