高盛发表研究报告指，随着激光雷达今年在中国市场加速普及，并于2026至2027年开始在全球车企实现大规模量产，预测至2030年海外ADAS激光雷达出货量将达300万台，相当于中国市场2025年的规模。 该行预测，至2030年海外ADAS客户将为禾赛贡献10%的出货量、20%的收入及23%的毛利，且毛利率较国内产品高10个百分点。该行目前预测禾赛2030年收入及净利润将分别达140亿及30亿元，净利润率料达21%，并将2026至2027年净利润预测上调11%至17%。 高盛首次给予禾赛H股“买入”评级及目标价281港元，美股目标价由26.3美元上调至36美元，评级亦为“买入”。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱：news_center@staff.hexun.com
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