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<!DOCTYPE html>
<html lang="zh-CN">
<head>
<meta charset="utf-8" />
<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
<title>禾赛科技概念股分析报告</title>
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
<!-- Font Awesome Icons -->
<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
<!-- Tailwind CSS -->
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
<!-- DaisyUI -->
<link href="https://cdn.jsdelivr.net/npm/daisyui@5/dist/full.css" rel="stylesheet" type="text/css" />
<script src="https://cdn.tailwindcss.com"></script>
<!-- Custom CSS -->
<style>
body {
font-family: 'Inter', sans-serif;
background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
min-height: 100vh;
color: #e2e8f0;
}
.section-card {
background: rgba(30, 41, 59, 0.7);
backdrop-filter: blur(10px);
border: 1px solid rgba(148, 163, 184, 0.1);
transition: all 0.3s ease;
}
.section-card:hover {
transform: translateY(-5px);
box-shadow: 0 10px 30px rgba(0, 0, 0, 0.3);
}
.highlight {
background: linear-gradient(90deg, #3b82f6, #8b5cf6);
-webkit-background-clip: text;
-webkit-text-fill-color: transparent;
font-weight: 700;
}
.timeline-dot {
width: 12px;
height: 12px;
background: #3b82f6;
border-radius: 50%;
position: relative;
}
.timeline-dot::after {
content: '';
position: absolute;
width: 2px;
height: 100%;
background: #3b82f6;
top: 12px;
left: 5px;
}
.timeline-dot:last-child::after {
display: none;
}
.table-container {
overflow-x: auto;
}
.table-container::-webkit-scrollbar {
height: 8px;
}
.table-container::-webkit-scrollbar-track {
background: rgba(30, 41, 59, 0.5);
border-radius: 4px;
}
.table-container::-webkit-scrollbar-thumb {
background: #3b82f6;
border-radius: 4px;
}
.tag {
display: inline-block;
padding: 2px 8px;
border-radius: 12px;
font-size: 0.75rem;
font-weight: 500;
margin-right: 4px;
}
.tag-primary {
background-color: rgba(59, 130, 246, 0.2);
color: #93c5fd;
}
.tag-secondary {
background-color: rgba(139, 92, 246, 0.2);
color: #c4b5fd;
}
.particle-container {
position: fixed;
top: 0;
left: 0;
width: 100%;
height: 100%;
z-index: -1;
}
@media (max-width: 768px) {
.section-card {
margin-bottom: 1rem;
}
}
</style>
</head>
<body>
<div class="particle-container" id="particles-js"></div>
<div class="container mx-auto px-4 py-8 max-w-6xl">
<!-- Header -->
<div class="text-center mb-12">
<h1 class="text-4xl md:text-5xl font-bold mb-4">
<span class="highlight">禾赛科技概念股</span>深度分析
</h1>
<p class="text-lg text-slate-300 max-w-3xl mx-auto">
全球激光雷达龙头从"主题炒作"到"基本面驱动"的蜕变之路
</p>
</div>
<!-- 概念事件 -->
<div class="section-card rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 flex items-center">
<i class="fas fa-history mr-3 text-blue-400"></i>
概念事件
</h2>
<div class="space-y-4">
<div class="flex">
<div class="flex flex-col items-center mr-4">
<div class="timeline-dot"></div>
<span class="text-xs text-slate-400 mt-2">2024年8月</span>
</div>
<div class="flex-1">
<h3 class="font-semibold text-lg mb-1">政策冲击解除</h3>
<p class="text-slate-300">美国国防部将禾赛科技移出"涉军清单"，解除海外业务限制</p>
</div>
</div>
<div class="flex">
<div class="flex flex-col items-center mr-4">
<div class="timeline-dot"></div>
<span class="text-xs text-slate-400 mt-2">2024年12月</span>
</div>
<div class="flex-1">
<h3 class="font-semibold text-lg mb-1">业绩爆发</h3>
<p class="text-slate-300">单月交付量突破<span class="text-blue-400 font-bold">10万台</span>（全球首个），Q4营收<span class="text-blue-400 font-bold">4.2亿元</span>、Non-GAAP净利润<span class="text-blue-400 font-bold">1.7亿元</span></p>
</div>
</div>
<div class="flex">
<div class="flex flex-col items-center mr-4">
<div class="timeline-dot"></div>
<span class="text-xs text-slate-400 mt-2">2025年3月</span>
</div>
<div class="flex-1">
<h3 class="font-semibold text-lg mb-1">技术迭代</h3>
<p class="text-slate-300">北京车展发布<span class="text-blue-400 font-bold">AT512</span>（512线，400米测距）和<span class="text-blue-400 font-bold">ET25</span>（25mm超薄舱内雷达），获欧洲顶级车企<span class="text-blue-400 font-bold">2030年独家订单</span></p>
</div>
</div>
<div class="flex">
<div class="flex flex-col items-center mr-4">
<div class="timeline-dot"></div>
<span class="text-xs text-slate-400 mt-2">2025年Q1</span>
</div>
<div class="flex-1">
<h3 class="font-semibold text-lg mb-1">持续增长</h3>
<p class="text-slate-300">营收<span class="text-blue-400 font-bold">5.25亿元</span>（+46%），出货量<span class="text-blue-400 font-bold">19.6万台</span>（+231%），机器人业务单月交付<span class="text-blue-400 font-bold">2万台</span></p>
</div>
</div>
</div>
</div>
<!-- 核心观点摘要 -->
<div class="section-card rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 flex items-center">
<i class="fas fa-lightbulb mr-3 text-yellow-400"></i>
核心观点摘要
</h2>
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
<div class="bg-slate-800 bg-opacity-50 p-5 rounded-lg">
<h3 class="font-semibold text-lg mb-3 text-blue-300">阶段判断</h3>
<p class="text-slate-300">禾赛已从"主题炒作"进入<span class="highlight">基本面驱动阶段</span>，2025年出货量指引<span class="text-blue-400 font-bold">120-150万台</span>（2-3倍增长），Non-GAAP净利润<span class="text-blue-400 font-bold">3.5-5亿元</span></p>
</div>
<div class="bg-slate-800 bg-opacity-50 p-5 rounded-lg">
<h3 class="font-semibold text-lg mb-3 text-blue-300">核心驱动力</h3>
<ul class="text-slate-300 space-y-2">
<li><i class="fas fa-arrow-down text-green-400 mr-2"></i><span class="text-blue-400 font-bold">成本下降</span>（ATX降至200美元）</li>
<li><i class="fas fa-gavel text-yellow-400 mr-2"></i><span class="text-blue-400 font-bold">政策催化</span>（L3法规落地）</li>
<li><i class="fas fa-globe text-purple-400 mr-2"></i><span class="text-blue-400 font-bold">全球化突破</span>（欧洲车企订单）</li>
</ul>
</div>
</div>
</div>
<!-- 核心逻辑与市场认知分析 -->
<div class="section-card rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 flex items-center">
<i class="fas fa-brain mr-3 text-purple-400"></i>
核心逻辑与市场认知分析
</h2>
<div class="mb-6">
<h3 class="text-xl font-semibold mb-4 text-blue-300">核心驱动力</h3>
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg">
<h4 class="font-semibold mb-2 text-purple-300">技术路径收敛</h4>
<p class="text-sm text-slate-300">905nm+转镜方案成为主流，禾赛<span class="text-blue-400">两次技术选择正确</span>，领先竞争对手2-3年</p>
</div>
<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg">
<h4 class="font-semibold mb-2 text-purple-300">成本拐点</h4>
<p class="text-sm text-slate-300">ATX量产价<span class="text-blue-400">200美元</span>（vs 2021年AT128的1000美元），推动20万元以下车型标配</p>
</div>
<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg">
<h4 class="font-semibold mb-2 text-purple-300">政策强制</h4>
<p class="text-sm text-slate-300">中国L3法规2025年落地，激光雷达成为"隐形安全气囊"，单车搭载量从1颗增至3-4颗</p>
</div>
</div>
</div>
<div class="mb-6">
<h3 class="text-xl font-semibold mb-4 text-blue-300">市场热度与情绪</h3>
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg">
<h4 class="font-semibold mb-2 text-purple-300">研报密集度</h4>
<p class="text-sm text-slate-300">2024年12月-2025年3月，<span class="text-blue-400">华泰/国金/国信等8家券商</span>连发深度报告，目标价<span class="text-blue-400">24美元</span></p>
</div>
<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg">
<h4 class="font-semibold mb-2 text-purple-300">分歧点</h4>
<p class="text-sm text-slate-300">市场担忧特斯拉纯视觉方案冲击，但路演显示<span class="text-blue-400">特斯拉已自研激光雷达</span>，情绪反转</p>
</div>
</div>
</div>
<div>
<h3 class="text-xl font-semibold mb-4 text-blue-300">预期差</h3>
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg">
<h4 class="font-semibold mb-2 text-purple-300">未被充分定价</h4>
<p class="text-sm text-slate-300">欧洲车企<span class="text-blue-400">独家订单</span>（2027年量产）未计入2025年估值，潜在<span class="text-blue-400">300-600亿美元</span>海外市场</p>
</div>
<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg">
<h4 class="font-semibold mb-2 text-purple-300">机器人业务</h4>
<p class="text-sm text-slate-300">2025年机器人出货<span class="text-blue-400">20万台</span>，但市场仅聚焦车载，<span class="text-blue-400">割草机/人形机器人</span>场景被低估</p>
</div>
</div>
</div>
</div>
<!-- 关键催化剂与未来发展路径 -->
<div class="section-card rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 flex items-center">
<i class="fas fa-rocket mr-3 text-red-400"></i>
关键催化剂与未来发展路径
</h2>
<div class="mb-6">
<h3 class="text-xl font-semibold mb-4 text-blue-300">近期催化剂（3-6个月）</h3>
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg border-l-4 border-red-400">
<h4 class="font-semibold mb-2 text-red-300">2025年Q2</h4>
<p class="text-sm text-slate-300">小米SU7/YU7全系标配ATX，理想L8纯电版7月发布（独家供应商）</p>
</div>
<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg border-l-4 border-red-400">
<h4 class="font-semibold mb-2 text-red-300">2025年Q3</h4>
<p class="text-sm text-slate-300">比亚迪10余款车型搭载禾赛激光雷达上市（2025年2月官宣）</p>
</div>
<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg border-l-4 border-red-400">
<h4 class="font-semibold mb-2 text-red-300">政策落地</h4>
<p class="text-sm text-slate-300">中国L3级自动驾驶法规试点城市扩容（北京/上海已启动）</p>
</div>
</div>
</div>
<div>
<h3 class="text-xl font-semibold mb-4 text-blue-300">长期路径</h3>
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg">
<h4 class="font-semibold mb-2 text-purple-300">2025-2027年</h4>
<p class="text-sm text-slate-300">车载ADAS渗透率从<span class="text-blue-400">15%→30%</span>，机器人业务占比提升至<span class="text-blue-400">30%</span>（当前10%）</p>
</div>
<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg">
<h4 class="font-semibold mb-2 text-purple-300">2028年后</h4>
<p class="text-sm text-slate-300">海外燃油车激光雷达渗透率突破<span class="text-blue-400">10%</span>（当前0%），欧洲订单放量</p>
</div>
</div>
</div>
</div>
<!-- 产业链与核心公司深度剖析 -->
<div class="section-card rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 flex items-center">
<i class="fas fa-project-diagram mr-3 text-green-400"></i>
产业链与核心公司深度剖析
</h2>
<div class="mb-6">
<h3 class="text-xl font-semibold mb-4 text-blue-300">产业链图谱</h3>
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg">
<h4 class="font-semibold mb-3 text-center text-green-300">上游</h4>
<ul class="text-sm text-slate-300 space-y-2">
<li>• 永新光学（光学组件）</li>
<li>• 炬光科技（激光器）</li>
<li>• 长光华芯（芯片）</li>
</ul>
</div>
<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg">
<h4 class="font-semibold mb-3 text-center text-green-300">中游</h4>
<ul class="text-sm text-slate-300 space-y-2">
<li>• 禾赛（整机）</li>
<li>• 速腾聚创（竞品）</li>
</ul>
</div>
<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg">
<h4 class="font-semibold mb-3 text-center text-green-300">下游</h4>
<ul class="text-sm text-slate-300 space-y-2">
<li>• 理想/小米/比亚迪（车企）</li>
<li>• 百度Apollo（Robotaxi）</li>
</ul>
</div>
</div>
</div>
<div>
<h3 class="text-xl font-semibold mb-4 text-blue-300">核心玩家对比</h3>
<div class="overflow-x-auto">
<table class="min-w-full bg-slate-800 bg-opacity-50 rounded-lg">
<thead>
<tr class="border-b border-slate-700">
<th class="py-3 px-4 text-left text-sm font-semibold text-blue-300">公司</th>
<th class="py-3 px-4 text-left text-sm font-semibold text-blue-300">技术路线</th>
<th class="py-3 px-4 text-left text-sm font-semibold text-blue-300">2025年出货量</th>
<th class="py-3 px-4 text-left text-sm font-semibold text-blue-300">毛利率</th>
<th class="py-3 px-4 text-left text-sm font-semibold text-blue-300">风险点</th>
</tr>
</thead>
<tbody>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-semibold text-green-400">禾赛</td>
<td class="py-3 px-4 text-slate-300">905nm+转镜</td>
<td class="py-3 px-4 text-slate-300 font-bold text-blue-400">150万台</td>
<td class="py-3 px-4 text-slate-300 font-bold text-blue-400">40%</td>
<td class="py-3 px-4 text-slate-300">海外政策（CMC清单）</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 text-slate-300">速腾聚创</td>
<td class="py-3 px-4 text-slate-300">MEMS</td>
<td class="py-3 px-4 text-slate-300">130万台</td>
<td class="py-3 px-4 text-slate-300">35%</td>
<td class="py-3 px-4 text-slate-300">比亚迪依赖度高</td>
</tr>
<tr>
<td class="py-3 px-4 text-slate-300">华为</td>
<td class="py-3 px-4 text-slate-300">自研</td>
<td class="py-3 px-4 text-slate-300">内部供应</td>
<td class="py-3 px-4 text-slate-300">未披露</td>
<td class="py-3 px-4 text-slate-300">不对外销售</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
<!-- 潜在风险与挑战 -->
<div class="section-card rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 flex items-center">
<i class="fas fa-exclamation-triangle mr-3 text-yellow-400"></i>
潜在风险与挑战
</h2>
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg border-l-4 border-yellow-400">
<h3 class="font-semibold mb-2 text-yellow-300">技术风险</h3>
<p class="text-sm text-slate-300">FMCW技术（1550nm）若突破，可能颠覆905nm方案（路演中禾赛否认布局）</p>
</div>
<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg border-l-4 border-yellow-400">
<h3 class="font-semibold mb-2 text-yellow-300">商业化风险</h3>
<p class="text-sm text-slate-300">ATX 200美元价格下，毛利率能否维持40%？（华泰预测依赖规模效应）</p>
</div>
<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg border-l-4 border-yellow-400">
<h3 class="font-semibold mb-2 text-yellow-300">政策风险</h3>
<p class="text-sm text-slate-300">美国CMC清单若重新列入，将阻断海外融资（2024年7月法院败诉后上诉中）</p>
</div>
<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg border-l-4 border-yellow-400">
<h3 class="font-semibold mb-2 text-yellow-300">信息矛盾</h3>
<p class="text-sm text-slate-300">东北通信称"已移出清单"，但2025年7月路演显示"仍在诉讼"，需以最新公告为准</p>
</div>
</div>
</div>
<!-- 综合结论与投资启示 -->
<div class="section-card rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 flex items-center">
<i class="fas fa-chart-line mr-3 text-indigo-400"></i>
综合结论与投资启示
</h2>
<div class="mb-6">
<h3 class="text-xl font-semibold mb-4 text-blue-300">阶段判断</h3>
<div class="bg-gradient-to-r from-indigo-900 to-purple-900 bg-opacity-50 p-5 rounded-lg">
<p class="text-slate-300"><span class="highlight">基本面驱动初期</span>，2025年业绩高增（<span class="text-blue-400 font-bold">150万台出货</span>）+<span class="text-blue-400 font-bold">估值修复</span>（当前PS仅4倍，对标Luminar的8倍）</p>
</div>
</div>
<div class="mb-6">
<h3 class="text-xl font-semibold mb-4 text-blue-300">投资方向</h3>
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg">
<h4 class="font-semibold mb-2 text-indigo-300">最纯标的</h4>
<p class="text-sm text-slate-300">禾赛（全产业链+盈利拐点）</p>
</div>
<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg">
<h4 class="font-semibold mb-2 text-indigo-300">弹性标的</h4>
<p class="text-sm text-slate-300">永新光学（光学组件绑定禾赛/法雷奥）、炬光科技（激光器独供）</p>
</div>
</div>
</div>
<div>
<h3 class="text-xl font-semibold mb-4 text-blue-300">跟踪指标</h3>
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg">
<h4 class="font-semibold mb-2 text-indigo-300">月度交付量</h4>
<p class="text-sm text-slate-300">2025年Q2能否突破<span class="text-blue-400 font-bold">20万台/月</span></p>
</div>
<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg">
<h4 class="font-semibold mb-2 text-indigo-300">欧洲订单</h4>
<p class="text-sm text-slate-300">2025年Q3前是否披露车企名称</p>
</div>
<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg">
<h4 class="font-semibold mb-2 text-indigo-300">毛利率</h4>
<p class="text-sm text-slate-300">ATX量产后的实际ASP与成本曲线</p>
</div>
</div>
</div>
<div class="mt-6 bg-gradient-to-r from-blue-900 to-indigo-900 bg-opacity-50 p-5 rounded-lg">
<p class="text-lg font-semibold text-center text-slate-200">
禾赛科技已从"激光雷达概念股"升级为"全球智驾传感器龙头"，2025年业绩与估值双击的确定性极高，但需紧盯海外政策与竞争格局变化。
</p>
</div>
</div>
<!-- 关联股票数据 -->
<div class="section-card rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 flex items-center">
<i class="fas fa-table mr-3 text-cyan-400"></i>
关联股票数据
</h2>
<div class="table-container">
<table class="min-w-full bg-slate-800 bg-opacity-50 rounded-lg">
<thead>
<tr class="border-b border-slate-700">
<th class="py-3 px-4 text-left text-sm font-semibold text-cyan-300">股票名称</th>
<th class="py-3 px-4 text-left text-sm font-semibold text-cyan-300">项目类型</th>
<th class="py-3 px-4 text-left text-sm font-semibold text-cyan-300">产业链位置</th>
<th class="py-3 px-4 text-left text-sm font-semibold text-cyan-300">关联原因</th>
</tr>
</thead>
<tbody>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-semibold text-green-400">禾赛科技</td>
<td class="py-3 px-4"><span class="tag tag-primary">投资</span></td>
<td class="py-3 px-4"><span class="tag tag-secondary">股权投资</span></td>
<td class="py-3 px-4 text-slate-300">索通发展1000万元投资禾赛科技，截至2023年底持有2.29%股份</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-semibold text-green-400">禾赛科技</td>
<td class="py-3 px-4"><span class="tag tag-primary">间接持股</span></td>
<td class="py-3 px-4"><span class="tag tag-secondary">供应链金融</span></td>
<td class="py-3 px-4 text-slate-300">金奥博通过斐昱歆琰间接持有禾赛科技股份</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-semibold text-green-400">禾赛科技</td>
<td class="py-3 px-4"><span class="tag tag-primary">认缴出资</span></td>
<td class="py-3 px-4"><span class="tag tag-secondary">资本合作</span></td>
<td class="py-3 px-4 text-slate-300">丰山集团合伙人认缴斐昱歆琰21751万元，其中5000万元用于禾赛科技投资</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-semibold text-green-400">禾赛科技</td>
<td class="py-3 px-4"><span class="tag tag-primary">光学材料供应</span></td>
<td class="py-3 px-4"><span class="tag tag-secondary">上游供应商</span></td>
<td class="py-3 px-4 text-slate-300">福晶科技为禾赛科技供应LBO(三硼酸锂)和BBO(偏硼酸钡)晶体材料</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-semibold text-green-400">禾赛科技</td>
<td class="py-3 px-4"><span class="tag tag-primary">定制开发</span></td>
<td class="py-3 px-4"><span class="tag tag-secondary">激光器研发</span></td>
<td class="py-3 px-4 text-slate-300">光库科技为禾赛科技定制开发1550nm光纤激光器，用于激光雷达远距离探测</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-semibold text-green-400">禾赛科技</td>
<td class="py-3 px-4"><span class="tag tag-primary">客户关系</span></td>
<td class="py-3 px-4"><span class="tag tag-secondary">下游应用</span></td>
<td class="py-3 px-4 text-slate-300">田中精机2022年年报显示禾赛科技为其第二大客户，占年度销售额6.29%</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-semibold text-green-400">禾赛科技</td>
<td class="py-3 px-4"><span class="tag tag-primary">供应链调整</span></td>
<td class="py-3 px-4"><span class="tag tag-secondary">精密加工</span></td>
<td class="py-3 px-4 text-slate-300">锦富技术子公司明利嘉曾供应精密金属结构件，2024年起工艺改为压铸</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-semibold text-green-400">禾赛科技</td>
<td class="py-3 px-4"><span class="tag tag-primary">核心器件供应</span></td>
<td class="py-3 px-4"><span class="tag tag-secondary">VCSEL芯片</span></td>
<td class="py-3 px-4 text-slate-300">立昂微子公司立昂东芯向禾赛科技供应VCSEL类产品</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-semibold text-green-400">禾赛科技</td>
<td class="py-3 px-4"><span class="tag tag-primary">客户关联</span></td>
<td class="py-3 px-4"><span class="tag tag-secondary">激光雷达应用</span></td>
<td class="py-3 px-4 text-slate-300">神通科技为C客户提供激光雷达透镜，C客户2019年无人驾驶销售额超3700万美元</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-semibold text-green-400">禾赛科技</td>
<td class="py-3 px-4"><span class="tag tag-primary">激光器供应</span></td>
<td class="py-3 px-4"><span class="tag tag-secondary">上游器件</span></td>
<td class="py-3 px-4 text-slate-300">炬光科技为禾赛科技供应905nm边发射激光器(EEL)</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-semibold text-green-400">禾赛科技</td>
<td class="py-3 px-4"><span class="tag tag-primary">芯片测试服务</span></td>
<td class="py-3 px-4"><span class="tag tag-secondary">检测认证</span></td>
<td class="py-3 px-4 text-slate-300">伟测科技在高可靠性芯片测试领域服务禾赛科技等车规级客户</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-semibold text-green-400">禾赛科技</td>
<td class="py-3 px-4"><span class="tag tag-primary">国产替代合作</span></td>
<td class="py-3 px-4"><span class="tag tag-secondary">芯片研发</span></td>
<td class="py-3 px-4 text-slate-300">长光华芯与禾赛科技合作研发国产芯片，已导入多款产品验证</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-semibold text-green-400">禾赛科技</td>
<td class="py-3 px-4"><span class="tag tag-primary">核心组件开发</span></td>
<td class="py-3 px-4"><span class="tag tag-secondary">MEMS技术</span></td>
<td class="py-3 px-4 text-slate-300">英唐智控MEMS微振镜或成为禾赛科技激光雷达核心扫描组件</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-semibold text-green-400">禾赛科技</td>
<td class="py-3 px-4"><span class="tag tag-primary">光学元件供应</span></td>
<td class="py-3 px-4"><span class="tag tag-secondary">核心元器件</span></td>
<td class="py-3 px-4 text-slate-300">永新光学为禾赛科技供应AT128等产品核心光学元组件</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-semibold text-green-400">禾赛科技</td>
<td class="py-3 px-4"><span class="tag tag-primary">扫描系统合作</span></td>
<td class="py-3 px-4"><span class="tag tag-secondary">光学组件</span></td>
<td class="py-3 px-4 text-slate-300">水晶光电与禾赛科技在扫描系统组件方面存在潜在合作关系</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-semibold text-green-400">禾赛科技</td>
<td class="py-3 px-4"><span class="tag tag-primary">精密加工设备</span></td>
<td class="py-3 px-4"><span class="tag tag-secondary">生产设备</span></td>
<td class="py-3 px-4 text-slate-300">大族激光为禾赛科技供应激光雷达核心部件精密加工设备</td>
</tr>
<tr>
<td class="py-3 px-4 font-semibold text-green-400">禾赛科技</td>
<td class="py-3 px-4"><span class="tag tag-primary">定制开发</span></td>
<td class="py-3 px-4"><span class="tag tag-secondary">光学组件</span></td>
<td class="py-3 px-4 text-slate-300">腾景科技为禾赛科技定制开发高精度准直透镜组等光学组件</td>
</tr>
</tbody>
</table>
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