大涨超50%！上市公司拿下海外独家大单，这一板块大爆发

Core Viewpoint - The article highlights the significant rise in the laser radar sector, driven by the strong performance of Hesai Technology in the US market, which has positively impacted related stocks in the A-share market. Group 1: Market Performance - On March 12, A-share laser radar stocks surged, influenced by the over 50% increase in Hesai Technology's stock price in the US market [1][5]. - Key stocks such as Jike Co. (机科股份) rose over 20%, while Yongxin Optical (永新光学) hit the daily limit, indicating strong investor interest [2]. Group 2: Hesai Technology's Financial Performance - Hesai Technology reported a revenue of 720 million yuan for Q4 2024, showing both year-on-year and quarter-on-quarter growth, with a net profit of 147 million yuan, marking its first annual profit as a listed laser radar company [4]. - The total delivery of laser radars reached 501,900 units in 2024, a year-on-year increase of 126%, with ADAS laser radar deliveries at 456,400 units, up 134.2% [4]. Group 3: Strategic Partnerships and Future Outlook - Hesai Technology announced a significant long-term exclusive partnership with a leading European OEM to supply high-performance long-range laser radars for various vehicle models, marking the largest order in the overseas pre-installed laser radar sector to date [6][7]. - Industry reports suggest that the laser radar market has substantial growth potential in both automotive and robotics sectors, with expectations for increased penetration rates and demand for high-precision sensing solutions [9].