9月15日周一盘前，激光雷达领军企业禾赛科技（HSAI）股价大涨5.71%，引发市场关注。此轮股价上涨主要受益于公司刚刚宣布的一笔重大订单。
据禾赛科技公告，公司与一家美国领先的头部Robotaxi公司签订了价值超过4000万美元的激光雷达订单。根据协议，禾赛将成为该Robotaxi公司的唯一激光雷达供应商，为其提供远距和近距激光雷达产品。这批订单计划将于2026年底前完成交付。此次合作深化印证了全球头部Robotaxi企业对禾赛技术实力、产品可靠性及规模化量产能力的认可，也进一步巩固了禾赛在全球L4自动驾驶激光雷达市场的领先地位。
值得注意的是，禾赛科技将于9月16日在香港联交所挂牌上市，成为全球首家"港股+美股"双重主要上市的激光雷达企业。在暗盘交易中，禾赛-W（02525.HK）表现强劲，截至收盘报228.20港元，较招股价212.80港元上涨7.24%。分析人士认为，这笔大额订单的获得，加上即将到来的港股上市，有望进一步提升禾赛科技的市场影响力和投资者信心，为公司未来发展注入新的动力。
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