国泰海通维持禾赛（HSAI.O）增持评级_老虎社区_美港股上老虎

国泰海通维持禾赛（HSAI.O）增持评级

25Q4交付量同比+184.2%，全年营收30.28亿元，Non-GAAP净利润5.51亿元，规模效应显著。ADAS业务获40家车企定点，多雷达方案推高单车价值；机器人及全球化布局加速，2026年产能将超400万台。基于FY2026E EPS 6倍估值及汇率假设，目标价24美元。

$禾赛(HSAI)$ $禾赛-W(02525)$

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