东吴证券指出，公司是全球领先的激光雷达供应商，截至2024年6月30日，公司已取得22家汽车整车厂及一级供应商的80款车型的量产定点订单，帮助29款车型实现SOP。未来伴随公司产品性价比继续提升，叠加车载激光雷达渗透率持续上行，公司出货量有望维持高增，规模效应逐步显现，盈利能力有望实现快速提升。Southeast Securities (02498) rose more than 5%, as of the deadline, up 5.38%, at HKD 13.7, with a turnover of 51,291,300 HKD.
According to the Zhitong Finance APP, Southeast Securities (02498) rose more than 5%, as of the deadline, up 5.38%, at HKD 13.7, with a turnover of 51,291,300 HKD.
On the news front, according to the Auto report, Southeast Securities has ventured into the field of intelligent robots and has recently formed a team of dozens of people. Southeast Securities stated that as an AI-driven robotics technology company, in the first decade of its development, it focuses on improving the "eyes" of robots. Lidar products are the first step taken by Southeast Securities. In the second decade, it will continue to invest heavily in AI, chips, and hardware, aiming to become a global leader in robotics technology platform enterprises.
Soochow Securities pointed out that the company is a global leading supplier of lidar. As of June 30, 2024, the company has obtained volume production orders for 80 models from 22 automobile manufacturers and tier-one suppliers, helping 29 models achieve SOP. In the future, with the continuous improvement of product cost-effectiveness and the increasing penetration rate of automotive lidar, the company's shipment volume is expected to maintain high growth, and scale effects will gradually become apparent, leading to a rapid improvement in profitability.
