《大行》花旗:舜宇(02382.HK)比亚迪电子(00285.HK)韦尔股份(603501.SH)将成为ADAS/智能车趋势下主要受益者

阿斯达克财经
Feb 11, 2025

花旗发表研报指,比亚迪(01211.HK) 于智能化战略发布会上正式宣布推出高阶智驾系统“天神之眼”,对其主要供应链带来正面影响,认为比亚迪电子(00285.HK) 为主要受益者,其次是韦尔股份(603501.SH) 和舜宇光学(02382.HK) 。花旗认为,高级辅助驾驶系统(ADAS)加自动驾驶今年起成为关键投资主题,随着ADAS渗透至10万元人民币以下车型,比亚迪电子汽车业务今明两年收入较原...

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