禾赛(HSAI.US)盘前涨1.09%，报23.29美元。消息面上，大和发报告指，预测2025至27年内地乘用车激光雷达(LiDAR)出货量的年均复合增长率将达78%，因为明年起推出的L3级自动驾驶系统，每辆车将需要4至5个激光雷达，而监管机构亦收紧对智能汽车系统的安全要求，实际上激光雷达已几乎是强制性规格。另外，激光雷达成本下降，令其可以安装在更低价位的车型上，其中20万至30万元人民币的车辆是主要应用范围，而15万元人民币车型亦已开始应用。该行更预期，随着L2和L2+级系统的大规模生产和L3级试验，主要的欧洲和日本车厂将自明年起加速部署先进驾驶辅助系统(ADAS)，引发对激光雷达的需求。鉴于成本优势，该行认为中国的激光雷达供应商将获得业务机会；首次覆盖禾赛H股予“买入”评级，目标价264港元，升禾赛美股目标价至34美元，评级“买入”。(格隆汇)
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