舜宇光学科技公司(02382.HK)今日盘中股价大涨6.65%,引起了市场的广泛关注。
消息面上,有关机构发布研究报告称,比亚迪汽车正式推出高阶智能驾驶系统"天神之眼",这将直接促进高级辅助驾驶系统(ADAS)在整个汽车市场的渗透率提升。而舜宇光学作为ADAS相关供应链的主要供应商,其业绩将从中受益。
具体来说,报告指出舜宇光学有30%至40%的利润来自ADAS相关业务。随着ADAS甚至在低于10万元人民币的车型中应用,预计未来舜宇光学在该领域将迎来较大增长机遇,从而推动公司整体业绩向好。因此,投资者对该公司未来发展前景的预期提升,推动了股价今日大涨。
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