智通财经APP获悉，交银国际发布研报称，首次覆盖禾赛-W(02525)“买入”评级，并予目标价269.66港元。该行上调集团2026-2027年收入预测约2%，同步上调其净利润预测6%-7%。
报告表示，禾赛近期已与多家企业进行合作。今年上半年，集团科技激光雷达出货量同比增276.2%达55万台，其中高级驾驶辅助系统(ADAS)交付量年增237.5%至45万台，机器人领域交付量亦同比增629.9%至9.8万台。
随着内地工业和信息化部、公安部等八部门联合印发的《汽车行业稳增长工作方案(2025-2026年)》，该行认为，L3级自动驾驶法规的落地有望加速激光雷达渗透并提升单车搭载量，且为未来一年汽车自动驾驶相关零部件的催化剂。
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