2月11日，禾赛-W(2525.HK)大涨近8%，至216.2港元。消息面上，北京时间今日凌晨，国际指数编制公司MSCI公布季度指数评审结果，其中，禾赛获纳入MSCI中国指数，有关变动将于2月27日收市后生效。
另外，里昂近日发表研究报告指出，禾赛科技凭2024年营收已成为全球第一大激光雷达供应商，月产能与交付量均超过20万台。随著激光雷达逐步成为智能汽车的标准安全配置，以及多激光雷达方案在领航辅助驾驶与自动驾驶市场成主流。该行预期，禾赛将凭借其行业领导地位与大规模量产能力，充分受益于激光雷达装车量的增长趋势。此外，公司今年在欧盟及东南亚等地的全球业务扩张，预计将创造新的增长机会。基于以上观点，里昂首次覆盖禾赛科技，并给予“跑赢大市”评级，目标价为246.4港元。
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