随着中国厂商的技术降本和大规模放量，车载激光雷达成本快速下降，有望被更多车企考虑搭载，推动行业迈向万亿市场空间。浦银国际首次覆盖禾赛，给予“买入”评级。Hesai's stock price rose sharply by 36.47% on Tuesday to close at $13.92.
The Zhitong Finance App learned that HSAI.US (HSAI.US) stock price rose sharply by 36.47% to close at $13.92 on Tuesday. Investors responded enthusiastically to the exclusive LiDAR (LiDAR) agreement signed by the company with Great Wall Motor and Changan Automobile. According to information, Shanghai headquarters Hesai announced that the two automobile manufacturers will soon receive their latest ATX lidar devices and will become the exclusive long-range lidar suppliers for Changan Automobile's intelligent driving platform. It is estimated that orders for ATX compact lidar models will exceed 1.5 million units in the next few years, providing products for more than 10 models under Changan Automobile.
It is worth mentioning that SPDB International recently released a research report stating that with the development of the NEV industry, intelligent driving is a core application scenario, providing a foundation for growth in the upstream incremental components field. As a high-precision sensor, lidar plays a key role in automotive perception architectures.
As Chinese manufacturers reduce technology costs and large-scale deployment, the cost of automotive lidars is rapidly falling, and it is expected that more car companies will consider installing them, pushing the industry towards a trillion dollar market space. SPDB International covered Hesai for the first time and gave it a “buy” rating.
