《大行》大和降速腾聚创(02498.HK)目标价至57元 续予“买入”评级

阿斯达克财经
Mar 27

大和发表研究报告指,速腾聚创(02498.HK) 在机器人领域激光雷达业务快速规模化及辅助驾驶激光雷达毛利率持续改善下,去年第四季首次录得季度盈利。当中,辅助驾驶激光雷达的毛利率由2024年的13.4%升至2025年的19.1%。该行认为相关改善并非周期性,而是反映以芯片为基础架构所进行的根本性转变。该行预计,速腾聚创今年辅助驾驶激光雷达交付量将增至160万台,占中国市场份额约28%。机器人领域...

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