禾赛因业绩狂飙被质疑,激光雷达行业"东升西落"被误读

格隆汇
Mar 21, 2025

近期,中国激光雷达龙头企业禾赛遭遇做空机构的狙击。该机构指控禾赛存在财务造假、客户流失等问题,并断言其股价将"归零"。但仔细一看做空报告中对禾赛的控诉,部分论据甚至有些让人啼笑皆非,使得这场做空宛若一场对"中国智造"崛起的误读与偏见。一、业绩亮眼却遭质疑?数据交叉验证自有答案禾赛的业绩近年来堪称"狂飙"。2024年,公司全年营收达20.8亿元,同比增长126%,成为全球首家实现全年Non-GAAP...

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