花旗：比亞迪電子(00285)、韋爾股份(603501.SH)及舜宇光學科技(02382)將成ADAS/智能車趨勢主要受益者

智通財經

2025/02/11

智通財經APP獲悉，花旗發布研究報告稱，比亞迪股份(01211)於智能化戰略發布會上正式宣佈推出高階智駕系統「天神之眼」，對其主要供應鏈帶來正面影響，認為比亞迪電子(00285)為主要受益者，其次是韋爾股份(603501.SH)和舜宇光學科技(02382) 。

花旗認為，高級輔助駕駛系統(ADAS)加自動駕駛今年起成為關鍵投資主題，隨着ADAS滲透至10萬元人民幣以下車型，比亞迪電子汽車業務今明兩年收入較原預測有3%及5%提升空間，但近期的股價上漲可能已反映了大部分預期。而韋爾股份和舜宇光學亦將受惠於ADAS在整體汽車市場滲透率的提升，因為兩間公司都有約30%至40%利潤貢獻來自該領域。

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15:42</span>\n</p>\n</h4>\n</header>\n<article>\n<html><body><p>智通財經APP獲悉，花旗發布研究報告稱，<a href=\"https://laohu8.com/S/01211\">比亞迪股份</a>(01211)於智能化戰略發布會上正式宣佈推出高階智駕系統「天神之眼」，對其主要供應鏈帶來正面影響，認為<a href=\"https://laohu8.com/S/00285\">比亞迪電子</a>(00285)為主要受益者，其次是<a href=\"https://laohu8.com/S/603501\">韋爾股份</a>(603501.SH)和<a href=\"https://laohu8.com/S/02382\">舜宇光學科技</a>(02382) 。</p><p>花旗認為，高級輔助駕駛系統(ADAS)加自動駕駛今年起成為關鍵投資主題，隨着ADAS滲透至10萬元人民幣以下車型，<a href=\"https://laohu8.com/S/002594\">比亞迪</a>電子汽車業務今明兩年收入較原預測有3%及5%提升空間，但近期的股價上漲可能已反映了大部分預期。而韋爾股份和舜宇光學亦將受惠於ADAS在整體汽車市場滲透率的提升，因為兩間公司都有約30%至40%利潤貢獻來自該領域。</p></body></html>\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://www.zhitongcaijing.com/content/detail/1248264.html\">智通財經</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1582","symbol_name":"深圳本地概念股","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1248264.html","article_id":"2510879671","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2510879671","pubTimestamp":1739259745,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通財經APP獲悉，花旗發布研究報告稱，比亞迪股份(01211)於智能化戰略發布會上正式宣佈推出高階智駕系統「天神之眼」，對其主要供應鏈帶來正面影響，認為比亞迪電子(00285)為主要受益者，其次是韋爾股份(603501.SH)和舜宇光學科技(02382) 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