摩通发表报告指,速腾聚创(02498.HK) 第一季度业绩差过该行预期,主要因产能利用率在爬坡阶段不足,加上成本上升,导致毛利率未达预期。除了低价位车型持续采用LiDAR之外,该行看到为支持更高阶智能驾驶而升级规格的需求正在上升,这一趋势亦获比亚迪最新公告所印证。速腾聚创自有的SPAD-SoC解决方案有望以更低成本提升LiDAR性能,从而在LiDAR升级周期中增强其竞争力。该行对RoboSense...
Source Link摩通发表报告指,速腾聚创(02498.HK) 第一季度业绩差过该行预期,主要因产能利用率在爬坡阶段不足,加上成本上升,导致毛利率未达预期。除了低价位车型持续采用LiDAR之外,该行看到为支持更高阶智能驾驶而升级规格的需求正在上升,这一趋势亦获比亚迪最新公告所印证。速腾聚创自有的SPAD-SoC解决方案有望以更低成本提升LiDAR性能,从而在LiDAR升级周期中增强其竞争力。该行对RoboSense...
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