8月20日，禾赛-W盘中上涨5.23%，报18.1港元，成交额6436.98万港元。此前公司因Q3营收指引低于市场预期，股价连续两日回调。
消息面上，交银国际于今日发布研报维持禾赛买入评级，指出SGI业务已由研发投入阶段进入商业化验证期，Q2实现收入4494万元，主要来自机器人执行器模组。该机构认为核心激光雷达业务Q2实现经营利润6624万元，SGI后续收入贡献及规模有望加快提升。此前公司已将SGI全年营收指引由1亿元上调至2至3亿元，并预计该业务将于明年实现约7亿元营收并达到盈亏平衡。Q2激光雷达总出货量62.83万台，同比增长78.4%，净利润同比增长60%，连续五个季度实现GAAP盈利。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.