东吴证券:激光雷达渗透方兴未艾,继续强call!

东吴证券
12 Mar

投资建议当前位置强烈推荐全球激光雷达龙头厂商禾赛科技、速腾聚创事件1、禾赛发布24业绩(详细梳理见文末),25Q4收入7.2亿元,同比+28.3%;毛利率39.0%,同比-2.2pct;Non-GAAP净利润1.7万元,率先实现单季度及全年盈利,预计全年出货量120-150万台,含泛机器人20万台,收入30-35亿元,Non-GAAP净利润3.5-5.0亿元,中值4.25亿元对应PE 34.4倍2...

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