美股异动丨禾赛盘前续涨超1.6% 机构预期激光雷达配置需求进入爆发期

格隆汇APP
May 23, 2025

格隆汇5月23日|禾赛(HSAI.US)盘前续涨超1.6%,报21.98美元。消息面上,禾赛科技近日宣布,获得长城旗下新能源品牌欧拉汽车下一代车型独家定点合作。搭载禾赛激光雷达的欧拉车型预计将于今年内量产并逐步交付至用户。此前,禾赛科技的AT系列激光雷达已成功搭载于长城魏牌蓝山、高山等车型。

申万宏源发布研报指,随着激光雷达产品价格快速下探到千元级别,激光雷达有望作为自动驾驶的“隐形安全气囊”大幅提升配置率。该行初步测算乘用车市场激光雷达市场空间,预计2025年全球乘用车激光雷达市场空间约70亿,其中中国市场约63亿占大头,未来几年海外市场预计逐步打开,呈快速增长态势,海外市场将是激光雷达重要增量方向。(格隆汇)

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