禾赛科技（HSAI）盘前股价大涨5.77%，引发市场广泛关注。这一显著涨幅或与公司即将发布的季度业绩报告以及其在激光雷达市场的持续领先地位密切相关。
据悉，禾赛科技计划于11月11日召开董事会会议，审议并批准公司2025年第三季度未经审计的财务业绩。与此同时，盖世汽车研究院最新数据显示，禾赛已连续7个月在车载主激光雷达市场占据领先地位，市场份额已攀升至46%。今年以来，禾赛的激光雷达产品已成功应用于多款热门车型，包括理想i6、小米YU7和零跑B10等。
值得注意的是，禾赛已与24家主机厂达成合作，涉及超过120个车型的量产定点，预计将在2025-2027年间陆续交付。高盛的研究报告指出，随着激光雷达技术在汽车行业的应用不断深化，预计到2030年，海外ADAS激光雷达市场的出货量将达到300万台，相当于中国市场2025年的规模。这一市场前景为禾赛的长期增长提供了有力支撑，也是投资者看好该股的重要原因之一。
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