禾赛（HSAI）今日夜盘股价大涨5.19%，表现强劲。
消息面上，公司近期宣布其自研的“毕加索 SPAD-SoC”6D全彩激光雷达超感光芯片首次赋能量产商用车。卡尔动力运输机器人KargoBot Space® 2.0量产版将独家选用禾赛的4320线6D全彩激光雷达ETX及第二代纯固态补盲雷达FTX方案。该芯片的光子探测效率（PDE）已突破40%，达到国际顶尖水平，标志着公司在激光雷达核心技术上的重大突破。
此外，在2026北京国际车展期间，禾赛科技联合创始人、CEO李一帆强调了公司在激光雷达领域的全球领先地位，并指出激光雷达正从成本竞争转向性能进阶，为智能驾驶提供更锐利的感知能力。同时，行业分析认为，L4级自动驾驶商业化进程正在提速，作为核心零部件的激光雷达供应商将充分受益于市场需求的增长。
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