《大行》汇丰研究升舜宇(02382.HK)目标价至103.6元 车载镜头需求上升

阿斯达克财经
Feb 17, 2025

汇丰环球研究发表报告指,比亚迪(01211.HK) 发布“天神之眼”对高级辅助驾驶系统感应带来显著提振。基于最乐观情景,该行估计中国市场每年对车用镜头需求额外增加7,100万套,对比目前全球需求3亿套。有关估计基于去年中国新能源车销售1,300万辆,5万至20万元人民币经济型车款占当中61%,以及平均每辆该级别车辆使用镜头数量由目前3套逐步增至12套。该行相信与比亚迪建立良好关系的韦尔股份(...

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