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激光雷达概念多股走高 Ouster（OUST）涨2.78% 机构指市场需求高增

金吾财讯
Sep 30

金吾财讯 | 美股激光雷达概念盘中多股走高，截至发稿，Ouster（OUST）涨2.78%，禾赛（HSAI）涨2.13%，AevaTechnologies（AEVA）涨0.93%。消息面上，国盛证券新近研究指，激光雷达行业正迈向固态化、数字化、高线数，头部厂商加速推出“千线时代”高线数数字化激光雷达。智能驾驶渗透率快速提升，催生巨大市场空间，叠加具身智能、仓储物流等领域，激光雷达需求高增长。该机构表示，激光雷达作为利用激光束实现扫描与测距的环境感知传感器，凭借高精度、长距离探测及全天候稳定工作的优势，在智能驾驶领域广泛应用。且随着激光雷达成本从2016年单颗8万美元降至2025年主流产品约1800元/200美元，应用范围也进一步实现从“百万豪车专属”到经济型车的跨越。另据灼识咨询，2030年L2+及以上智能汽车出货量将逼近5000万辆、渗透率升至54%，激光雷达搭载率与单车搭载量同步攀升，行业同时受益“更多车搭载”与“每辆车搭载更多颗”双重红利。全球车用激光雷达市场规模预计从2024年12亿美元增至2030年321亿美元，2025-2030年复合增速达70.4%；905nm与1550nm技术路线并行发展。此外，机器人、仓储物流、除草机器人等非车端应用空间可观，进一步推动需求高增。

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