A股異動丨激光雷達概念股集體上升,或因小米SU7事故觸發
A股市場激光雷達概念股集體走強,其中,機科股份升超10%,美湖股份、萬集科技、仕佳光子升超4%,永新光學、德邁仕、中貝通信升超3%,徠木股份、路暢科技、炬光科技、光迅科技升超2%。消息面上,3月29日晚上,一輛小米SU7標準版在安徽銅陵一高速公路遭遇嚴重交通事故至3人死亡。根據小米汽車官網,小米SU7標準版在智能駕駛配置上採用的是Xiaomi Pilot Pro,硬件包括1顆Orin芯片,算力84TOPS,無激光雷達,1個毫米波雷達。有智能駕駛技術人員分析,小米SU7標準版沒有激光雷達,純視覺模式在夜間識別效果相對欠佳,可能存在障礙物識別不夠及時到位問題。國金證券認為,激光雷達成為主流方案,目前絕大部分國內高階智駕車型配有激光雷達。激光雷達對環境感知精度高、可直接獲取目標的距離、角度、反射強度、速度等信息且抗干擾能力較強。國內多數主機廠採用多傳感器融合的技術路線,尤其面向高階NOA功能的車型普遍有搭載激光雷達。僅個別車企在效仿特斯拉探索去掉激光雷達的視覺方案,依靠毫米波雷達和攝像頭等傳感器實現感知。

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