速腾聚创(02498)激光雷达和感知解决方案的全球领导者（简体版）

第一上海04-24

激光雷达和感知解决方案的全球领导者规模效应显著，进入利润率上升期：2023年公司实现营收11.2亿元人民币，同比增加111.2%，整体毛利率转正，达到8.4%，主要受益于ADAS激光雷达销量增长，车载激光雷达的销量约24.3万台，同比增长558.5%；ADAS产品收入达7.77亿元，同比增长384.6%。半导体芯片供需改善和产量扩张带来的规模效应将给公司带来毛利的改善。全球自动驾驶渗透率提升，...

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