禾赛:激光雷达“芯”势力出海领航

国金证券
18 Apr

投资逻辑全球激光雷达龙头率先盈利。公司是全球激光雷达龙头,据Yole,24 年公司在全球L4/ADAS 市占率分别为61%/ 26%,位居行业首位。公司激光雷达出货量2020-2024 年连续4 年翻倍以上增长,24 年首次实现Non-GAAP 盈利,成为全球首家且唯一实现全年盈利的上市激光雷达企业。三次关键决策成就“智驾之眼”巨头。1)激光分析仪or 激光雷达:从“气体检测设备生产商”到“智驾...

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