智通财经APP获悉，速腾聚创(02498)午后涨近7%，截至发稿，涨5.63%，报27.2港元，成交额3.42亿港元。
华兴证券指出，MX产品将加速ADAS激光雷达拓展下沉市场，成为2025年公司增长的主要动力。除车载ADAS领域外，速腾聚创的激光雷达将在机器人和无人机领域持续开拓更大市场空间。公司预计2025年机器人领域的激光雷达出货量有望突破100,000颗。
海通证券指出，速腾聚创车载ADAS激光雷达业务发展迅速，加速构筑规模效应。速腾广泛的“朋友圈”将为其量产形成坚实的基础，有利于形成规模效应。此外，零跑C10等车型在20万元以内搭载激光雷达为标志性事件；20万元支持高阶智能功能已经开始成为差异化卖点。激光雷达作为智能驾驶的“安全气囊”，在10-20万元内配置率有望提升。
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