看了下研报，禾赛的技_老虎社区_美港股上老虎

2025-12-25

看了下研报，禾赛的技术和制造壁垒确实比较突出。它是全球唯一全栈自研的激光雷达公司，成本控制做得好，产线自动化率高。在Robotaxi市场市占率也很高，股价拉升只是时间的问题
$禾赛(HSAI)$ $禾赛-W(02525)$

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