激光雷达技术公司禾赛科技（股票代码：HSAI）今日盘前出现大幅下跌，跌幅达5.19%，引发市场广泛关注。这一异动可能与小米公司首款SUV车型的成功发布密切相关。
据报道，小米于26日晚间正式发布其首款SUV汽车小米YU7，开售仅三分钟内大定便突破20万台，远超市场预期。作为小米汽车的重要供应商，禾赛科技此前为小米SU7的Pro和Max版本提供了AT128激光雷达，同时YU7也宣布标配禾赛激光雷达。然而，小米汽车的强劲表现可能引发投资者对汽车科技市场格局变化的担忧。
分析人士指出，小米汽车的成功进入可能加剧市场竞争，投资者可能担心这将影响禾赛科技的市场份额和未来增长前景。尽管如此，禾赛科技在今年第一季度仍实现了营收5.3亿元，同比增长46.3%，并预计全年营收将同比增长44%至69%。公司还预计2025年激光雷达交付量将达到120万至150万台。目前，禾赛科技股价的具体走势仍需进一步观察，投资者应密切关注公司后续公告和行业动态。
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