速腾聚创(02498)早盘一度涨超6%,截至发稿,股价上涨4.64%,现报37.20港元,成交额1.75亿港元。
4月28日,工信部发布2025年汽车标准化工作要点,其中提出需要强化驾驶辅助、自动驾驶等智能网联汽车标准供给。
中信证券认为,与视觉方案相比,激光雷达在夜间的识别能力更强,识别精度更高,识别障碍物更多,能够提升相关功能的鲁棒性与安全性。虽然激光雷达此前在行业中更多的是中高价格车型的顶配配置,但该行认为经历了此轮规范之后,安全性将成为L2级别智能驾驶的重要宣传点,激光雷达作为安全性的兜底传感器,有望加速渗透。
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