智通财经APP获悉，大和发布研报称，重申予速腾聚创(02498)“买入”评级，并基于市销率，将12个月目标价从56港元升至60港元，并将今明两年营收预测上调8%至12%;将今年非ADAS激光雷达出货量预测从45万台上调至74.66万台，2027年预测从65万台上调至120万台，以反映其与Robotaxi营运商及无人配送车营运商稳固的业务进展。
报告中称，公司凭借其基于SPAD的520线数位激光雷达(EM4)及业界首款量产的固态盲点激光雷达(E1)，在L4级自动驾驶技术的商业化扩张中，正处于越来越有利的地位。此外，其520线激光雷达在Robotaxi营运商中日益普及，已获得超过20万台无人配送车订单。
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