港股异动 | 爱芯元智(00600)涨超4% 智驾芯片M97亮相北京国际车展 机构料产品将提供新成长动能

智通财经
May 06

智通财经APP获悉,爱芯元智(00600)涨超4%,截至发稿,涨3.19%,报23.32港元,成交额1166.44万港元。

消息面上,近日,爱芯元智携高端旗舰智驾芯片M97亮相2026年北京国际车展,同时,一系列基于爱芯元智车载芯片打造的智能驾驶、智能座舱、舱内智能应用(DMS/OMS/CMS)解决方案集中展出,并与多家智能汽车产业伙伴达成合作,共同推动智能辅助驾驶的规模化应用与高端化发展。据悉,爱芯元智M57芯片已正式装车量产,搭载于头部新势力品牌的车型上,为基础辅助驾驶系统提供算力,目前M57已获得多个海内外车型定点项目

交银国际指出,爱芯元智公司是AI推理系统芯片(SoC)行业龙头,终端及边缘AI产品在视觉AI推理、智能驾驶等应用场景具备广阔落地潜力。报告指出,随着全新智能驾驶产品M57步入量产,公司2026年有望迎来强劲增长;高端旗舰级智能驾驶产品M97亦将为其成长提供动能,M97已于2026年2月成功点亮,预计2027年首季实现量产。此外,受益于AI智能体热潮,该行预计公司边缘AI推理业务在2026及2027年按年增速将分别达226%及180%。

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