金吾财讯 | 中信建投研报指，图达通(02665)于2025年12月10日正式在港交所主板挂牌上市；并获恒生综合指数选定，2026年3月9日起正式纳入港股通标的证券名单。该机构指，公司是全球第四大车规级激光雷达供应商，亦是业内唯一具备“905nm+1550nm”双线量产能力的企业。其中猎鹰系列将受益于大客户蔚来明星车型热销及新车周期拉动；灵雀系列兼具成本优势和成熟工艺，已获十余家OEM/ADS定点，有望加速拓展主流市场份额。在双路线+多客户+多场景布局下，公司新增定点与产品出货有望加速增长，看好业绩修复与成长空间扩容，给予“买入”评级。
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