中邮证券:激光雷达渗透率加速提升 国内主机厂实现份额赶超

智通财经网
Nov 10, 2025

智通财经APP获悉,中邮证券发布研报称,激光雷达价格通缩近尾声,智驾平权+高阶智驾+机器人多场景应用扩容。激光雷达作为感知层的必要传感器,同时具备安全冗余属性,在高阶智驾、机器人的双轮驱动下,渗透率有望加速提升,市场空间不断扩容。受益于国内智驾平权发展,芯片化&规模效应下持续降本,激光雷达快速上车,国内主机厂实现份额赶超。中邮证券主要观点如下:激光雷达从“功能件”切换至“安全件”,为高精度感知的...

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