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。尽管多家机构维持看好评级（中金目标价217港元、华创目标价249.39港元），但市场对ASP持续下行及毛利率修复节奏仍存分歧。
（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。）
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