智通财经APP获悉，禾赛-W(02525)现涨超5%，截至发稿，涨5.2%，报198.3港元，成交额7793.43万港元。
消息面上，禾赛科技宣布，禾赛 ATX 焕新版正式获得北汽集团多款车型定点，最早将于2026年下半年启动量产并陆续交付。据悉，禾赛于去年11月推出的ATX 焕新版目前已获得多家全球头部主机厂超过400万台的订单，预计将于 2026年4 月开启量产交付。截至目前，禾赛已获40家汽车品牌超过160款车型的量产定点，覆盖中国销量前十的全部汽车品牌，并已斩获前两大 ADAS 客户 2026年全系车型定点合作。
浦银国际此前指，根据高工数据，2025年禾赛在车载主激光雷达市场份额超过40%，表现亮眼。进入2026年，在车载端，考虑到自主车企进一步“技术普惠”、以新势力为代表的车企寻求高阶智驾方案升级，叠加L3级自动驾驶已迈出模化应用的关键一步，该行维持乘用车市场激光雷达渗透率继续快速上扬的预测。在机器人领域，该行预测公司的交付量将在今年超过20万台的基础上翻倍成长。
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