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A股異動丨禾賽大升帶動,激光雷達概念股盤初拉昇
格隆匯 03-12 09:45
受激光雷達龍頭禾賽大升帶動,A股激光雷達概念股盤初拉昇 ,其中,永新光學盤初升停,長光華芯升7.5%,英唐智控、光庫科技升超6%,萬集科技、常熟汽飾、華陽集團跟升。消息面上,禾賽在美股飆升超50%,公司向梅賽德斯供應激光雷達傳感器。該公司2024全年激光雷達總交付量為501,889台,同比增長126%,連續4年實現交付量翻倍。此外,公司還是全球行業唯一盈利,預計2025年盈利飆升35倍。國金證券發佈研報稱,激光雷達在車載和機器人兩大市場發展潛力巨大。2024年車載激光雷達滲透率“跨越鴻溝”,2025年有望受益於智駕下沉實現“量增價平”;在機器人市場,彩色3D點雲方案前景向好,“硬件標準化+軟件生態開放”將成頭部廠商競爭優勢。數據顯示,到2026年,激光雷達整體市場規模有望達到57億美元,2021年至2026年行業CAGR(年複合增長率)為23%。其中,用於ADAS(高級駕駛輔助系統)領域的激光雷達市場空間到2026年有望達到23億美元,5年CAGR高達94%。(格隆匯)

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