大行评级｜瑞银：首予速腾聚创“买入”评级及目标价47.8港元

格隆汇2025-08-20

瑞银发表研报，首予速腾聚创“买入”评级，目标价为47.8港元。该行指出，随着比亚迪和吉利汽车等代工生产(OEM)客户更愿意采用光学雷达，对速腾聚创的先进驾驶辅助系统(ADAS)激光雷达业务的长期前景持乐观态度。此外，该公司正在加强在机械人激光雷达领域的布局，相信或成为其新的增长驱动力。该行预计速腾聚创将在明年扭亏为盈，并在2026至30年间达到66%的净利润年复合增长率，胜于市场预期。该行相信，...

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