禾赛（HSAI）今日盘前股价大涨6.80%，引起了市场的广泛关注。
消息面上，公司宣布其自研的“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，卡尔动力正式发布了面向L4货运的KargoBot Inside战略，标志着L4自动驾驶货运从技术验证迈向全维落地阶段。行业分析认为，作为核心零部件的激光雷达供应商将充分受益于自动驾驶商业化进程的加速，这进一步增强了市场对禾赛未来增长潜力的信心。
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