禾赛科技（HSAI）今日夜盘大涨5.15%，引起投资者广泛关注。这一股价上涨主要受到公司发布的2025年第三季度财报超预期影响。
根据禾赛科技公布的财报数据，公司2025年第三季度实现营收7.95亿元，同比增长47.5%；净利润达到2.56亿元，创历史新高，提前一个季度完成全年盈利目标。激光雷达总交付量为44.14万台，其中ADAS产品交付量为38.08万台，同比增长193.1%。值得注意的是，禾赛科技将全年公认会计准则下的净利润指引上调至3.5亿元至4.5亿元。
业绩超预期的背后，主要得益于禾赛科技低价ATX激光雷达的加速出货。公司在保持高毛利率水平的同时，展现出超强的费用控制能力。此外，禾赛科技在乘用车和机器人领域的激光雷达市场占有率持续提升，并获得了多个重要客户的定点合作，包括理想汽车全新一代辅助驾驶平台全系车型的独家定点。这些因素共同推动了投资者对公司未来发展前景的信心，从而带动股价上涨。
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