异动解读 | 禾赛-W盘中大跌11%,三季度业绩虽创新高但未达预期

异动解读
Nov 12, 2025

11月12日,禾赛-W在盘中大跌11.02%,引发市场关注。这一显著下跌可能与公司最新发布的第三季度财报有关。

根据禾赛科技公布的2025年第三季度未经审计财务业绩,公司实现净收入7.95亿元人民币,同比增长47.5%;净利润达2.56亿元,创历史新高,较去年同期扭亏为盈。激光雷达总交付量达44.14万台,同比增长228.9%。尽管业绩表现亮眼,但似乎未能完全满足市场预期。

值得注意的是,禾赛在ADAS(高级辅助驾驶)和机器人领域均取得了显著进展。ADAS产品交付量同比增长193.1%,机器人领域产品交付量更是大幅增长1311.9%。公司还宣布获得理想汽车全新一代辅助驾驶平台全系车型激光雷达独家定点。然而,这些积极因素似乎未能抵消投资者对公司短期业绩的担忧。

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