港股异动 | 速腾聚创(02498)涨超6% 工信部持续规范智能网联汽车发展 激光雷达有望加速渗透

智通财经
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智通财经APP获悉,速腾聚创(02498)涨超6%,截至发稿,涨6.61%,报37.9港元,成交额4513.85万港元。

消息面上,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。

值得一提的是,4月23日,在RoboSense速腾聚创4颗高性能全固态补盲激光雷达E1的加持下,小马智行第七代车规级自动驾驶软硬件系统方案全球首发。此外,4月25日,RoboSense速腾聚创CEO邱纯潮受邀出席上汽大众品牌日发布会,并与百度、阿里云、宁德时代等企业代表共同上台签署上汽大众科技X生态战略合作协议。

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