智通财经APP获悉，速腾聚创(02498)高开逾4%，截至发稿，涨4.26%，报26.9港元，成交额304.78万港元。
消息面上，近日，速腾聚创与小马智行(PONY.US)于CES 2025上共同宣布，将全面深化战略合作，双方计划围绕市场上各场景的高低速自动驾驶出行、运输服务等需求开展合作。据介绍，速腾聚创新一代数字化激光雷达凭借其领先性能表现，将联合小马智行自动驾驶域控制器“方载”，赋能行业一站式全场景智能驾驶解决方案，预料将广泛应用于城市驾驶和包括末端配送、城市配送、环卫、矿区在内的机器人应用场景。
中国银河证券指出，展望2025年，高阶智能驾驶将进入加速普及期，“智驾平权”带来供给侧产品迭代加速，市场供给持续丰富，智能驾驶大模型对研发投入提出更高要求，有望带来行业集中度的继续提升，头部梯队开始在高阶智驾能力拉开代际差距，市场竞争优势将愈发明显。
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