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大行評級|花旗:舜宇、比亞迪電子及韋爾股份將成為ADAS/智能車趨勢下主要受益者
格隆匯 02-11 13:33
花旗發表研報指,比亞迪於智能化戰略發佈會上正式宣佈推出高階智駕系統“天神之眼”,對其主要供應鏈帶來正面影響,認為比亞迪電子為主要受益者,其次是韋爾股份和舜宇光學。花旗認為,高級輔助駕駛系統(ADAS)加自動駕駛今年起成為關鍵投資主題,隨着ADAS滲透至10萬元以下車型,比亞迪電子汽車業務今明兩年收入較原預測有3%及5%提升空間,惟近期的股價上升可能已反映了大部分預期。而韋爾股份和舜宇光學亦將受惠於ADAS在整體汽車市場滲透率的提升,因為兩間公司都有約30%至40%利潤貢獻來自該領域。
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