11月11日，禾赛科技（HSAI）股价盘中大跌5.03%，引发市场关注。这一跌幅出现在公司发布2025年第三季度财报之后。
根据财报，禾赛科技第三季度实现净收入7.95亿元人民币，同比增长47.5%；净利润2.56亿元，相比去年同期的净亏损7040万元实现扭亏为盈。公司激光雷达总出货量达44.14万台，同比增长228.9%。尽管业绩表现强劲，但可能未能完全满足部分投资者的预期，导致股价出现回调。
值得注意的是，禾赛科技上调了全年净利润指引至3.5亿元至4.5亿元人民币，并预计第四季度净收入将达到10亿至12亿元之间，同比增长39%至67%。这表明公司对未来业务增长保持乐观态度。然而，市场可能对公司在激烈的竞争环境中维持高速增长的能力产生了一些担忧，特别是在主要客户如理想、小米等车企销量不及预期的背景下。
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