佑駕創新(2431.HK)擬配售680萬股，用於中高階輔助駕駛擴張與L4落地
2025年7月3日，中國領先的智能駕駛及智能座艙解決方案供應商佑駕創新(2431.HK)發佈公告，擬以每股23.26港元配售680萬股，募資約1.58億港元。
配股價較上一日收市價27.30港元折讓約14.80%，配售股份相當於經擴大化後已發行股份數目約1.67%。
公告顯示，假設所有配售股份獲係數配售予承配人，配售事項的所得款項淨額(經扣除傭金及估計開支後)預期合共約1.55億港元。其中，40%將用於提升智能駕駛解決方案的功能表現和滿足中高階輔助駕駛項目規模化落地需求；30%用作L4級自動駕駛解決方案的技術升級，支持載人載貨自動駕駛場景的商業化落地；20%用於探索潛在的戰略夥伴、聯盟及收購機會；10%用作運營資金。
佑駕創新表示，2025年以來受整車廠智駕平權戰略推動，中高階輔助駕駛需求快速增長，公司承接的項目同比顯著增加。本次融資一方面將保障公司新定點項目的交付，支持中高階輔助駕駛業務規模化擴張；另一方面加強投入L4自動駕駛的技術研發和商業化落地。
據瞭解，佑駕創新智能駕駛及智能座艙兩大核心業務在今年上半年收穫多個定點項目，客戶包括長安汽車、上汽大通、全球知名車企旗下的合資品牌和豪華品牌等。近期還獲得老客戶"復購"，爲某款中大型豪華越野車型提供iPilot 4 軟硬一體輔助駕駛域控制器。與此同時，其L4業務也迎來喜人進展，無人小巴不僅在蘇州完成首次交付，還獲得中國電信的項目定點，進入L4商業化發展的快車道。
佑駕創新以亮眼的業務成績證明瞭行業與客戶的認可，同時也獲得了基石投資者的認可。上週6月27日佑駕創新迎來上市後首個解禁期，基石投資者康成亨國際以 "3 個月內零減持、9 個月內減持不超 10%" 的承諾釋放長期信心。佑駕創新股價也在解禁後保持穩健表現。
同時，中信里昂、光大證券、國證國際均發佈研究報告，並分別給予佑駕創新"優於大市"、"增持"及"買入"評級。中信里昂在研報中提到，佑駕創新憑藉龐大客戶羣體與豐富的產品線將獲得快速增長，預計2024-2027財年總收入複合年增長率將達49%，目標價32.00港元。
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