金吾财讯 | 禾赛(HSAI)盘前股价上扬，暂升4.28%，报21.67美元。
辉立证券指出，禾赛集团是全球三维光探测和激光雷达(lidar)解决方案的领导者。其激光雷达产品可应用于多个领域，包括(i)搭载高级驾驶员辅助系统(ADAS)的乘用车或商用车辆，以及(ii)提供乘客和货运移动服务的自动驾驶车队、机器人和其他非汽车行业，如自动导引车辆/自主移动机器人、送货机器人、农业车辆、广泛的工业应用，如港口和院子自动化，以及固定应用或机器人领域。盖世汽车研究院1-8月车载激光雷达装机量排行榜榜单显示，8月份禾赛车载主激光雷达装机量继续稳居行业第一。禾赛已连续7个月主激光雷达市占率第一并保持高速增长，市场占有率已上升到46%。
今年，禾赛激光雷达已助力多款爆款车型上市，如理想i6、小米YU7、零跑B10等。禾赛已获得来自24家主机厂超过120个车型的量产定点，计划于2025-2027年陆续交付。公司作为全球激光雷达龙头企业，受益于智慧驾驶（ADAS）和机器人领域的爆发式需求，2025年有望实现营收与盈利双增长，长期发展前景整体乐观。
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