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《大行》富瑞降速騰聚創(02498.HK)目標價至41.7元 評級「買入」
富瑞發表報告指,LiDAR需求依然強勁,但市佔率變化凸顯競爭格局日益分散。中國4月LiDAR安裝量按年增114%、按月增14%達37.8萬台,滲透率在傳統乘用車達19%,按年增11個百分點、在新能源車達32%,按年增16個百分點。報告指,市佔率趨勢持續分化,禾賽(02525.HK)穩居第一,市佔率34.7%,按年增5.5個百分點,但按月減3.2個百分點;華為...
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《大行》富瑞降速騰聚創(02498.HK)目標價至41.7元 評級「買入」
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富瑞發表報告指,LiDAR需求依然強勁,但市佔率變化凸顯競爭格局日益分散。中國4月LiDAR安裝量按年增114%、按月增14%達37.8萬台,滲透率在傳統乘用車達19%,按年增11個百分點、在新能源車達32%,按年增16個百分點。

報告指,市佔率趨勢持續分化,禾賽(02525.HK)  -2.200 (-1.423%)    Short selling $79.43M; Ratio 39.211%   穩居第一,市佔率34.7%,按年增5.5個百分點,但按月減3.2個百分點;華為4月回升至26.8%,按月增3.5個百分點,但仍按年減13.3個百分點;圖達通(02665.HK)  -0.950 (-12.855%)   與速騰聚創(02498.HK)  -1.060 (-3.290%)    Short selling $31.81M; Ratio 19.804%   表現分歧,分別為12.8%與11.8%,按年增0.7/按年減6.7個百分點;按月減4.4/按月增1.1個百分點。

今年首4個月,LiDAR安裝量按年增157%達130萬台,其中禾賽/華為/圖達通/速騰聚創分別佔34%、31%、16%及12%。富瑞將速騰聚創目標價由50.8元降至41.7元,評級「買入」。(ha/u)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-06-08 16:25.)

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