禾赛科技（HSAI）今日盘中大涨5.11%，引起市场广泛关注。这一涨势与激光雷达行业整体景气度攀升密切相关。
根据最新财报，禾赛科技2024年全年激光雷达总交付量达50.19万台，同比增长126.0%，连续4年实现交付量翻倍。其中，ADAS激光雷达交付量约为45.64万台，同比增长134.2%。公司2024年实现营收20.8亿元，毛利率达到42.6%，并首次实现全年Non-GAAP净利润为正，达1369万元。
展望未来，禾赛科技预计2025年净营收将达30亿元至35亿元，GAAP盈利将达2亿元至3.5亿元。激光雷达交付量预计2025年将飙升至120万台至150万台。此外，禾赛科技正积极布局机器人等新兴领域，为公司未来增长注入新动力。行业专家认为，随着激光雷达技术不断成熟、成本持续下降，其在汽车、机器人等领域的应用将进一步扩大，市场前景广阔。
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