里昂首次覆盖佑驾创新(02431.HK) ，予目标价32元及“跑赢大市”评级。该行研究报告指，预期公司于2024至27年总收入年均复合增长率为49%。公司有两个主要增加动力，分别为针对内燃机汽车和国际市场的安全解决方案，以及针对非垂直整合车企的L2+智能驾驶系列。
该行估算，车舱安全功能的市场总规模为180亿元人民币，而商用和乘用车的强制主动煞停系统(AEB)安装政策将会推动市场增长。另外，该行认为即使目前车企存在完全垂直整合的趋势，但智能驾驶的第三方商业模式将会持续。(ss/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-23 12:25。)
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