禾赛-W(02525)早盘涨超3%，截至发稿，涨2.64%，报209.6港元，成交额5413.53万港元。 消息面上，据禾赛科技官微消息，1月6日，公司在CES 2026上集中展示了覆盖ADAS与机器人等领域的 最新激光雷达技术成果，更宣布与英伟达等达成重磅合作、年产能翻倍至400万台，泰国曼谷工厂稳步 推进等全球化产能布局核心突破。禾赛科技已连续五年全年交付量翻番，2025全年交付量超160万台， 全系激光雷达产品历史累计交付量已超240万台。 展会上，禾赛科技带来多款核心产品升级及创新解决方案：包括近期完成重磅更新、搭载费米C500芯 片与光子隔离技术的ATX焕新版激光雷达；面向下一代L3级车规级应用的全系列解决方案，涵盖远距 激光雷达ETX与短距补盲激光雷达FTX；以及专为机器人领域打造的迷你型高性能3D激光雷达JT系列 等明星产品，全方位展现禾赛在激光雷达领域的技术积淀与创新实力。其中，禾赛ATX焕新版是最受市 场期待的激光雷达，在手订单规模已超过400万台，来自多家全球头部主机厂，将于2026年4月开启量产 交付。 ...

消息面上，据禾赛科技官微消息，1月6日，公司在CES 2026上集中展示了覆盖ADAS与机器人等领域的 最新激光雷达技术成果，更宣布与英伟达等达成重磅合作、年产能翻倍至400万台，泰国曼谷工厂稳步 推进等全球化产能布局核心突破。禾赛科技已连续五年全年交付量翻番，2025全年交付量超160万台， 全系激光雷达产品历史累计交付量已超240万台。 展会上，禾赛科技带来多款核心产品升级及创新解决方案：包括近期完成重磅更新、搭载费米C500芯 片与光子隔离技术的ATX焕新版激光雷达；面向下一代L3级车规级应用的全系列解决方案，涵盖远距 激光雷达ETX与短距补盲激光雷达FTX；以及专为机器人领域打造的迷你型高性能3D激光雷达JT系列 等明星产品，全方位展现禾赛在激光雷达领域的技术积淀与创新实力。其中，禾赛ATX焕新版是最受市 场期待的激光雷达，在手订单规模已超过400万台，来自多家全球头部主机厂，将于2026年4月开启量产 交付。 智通财经APP获悉，禾赛-W(02525)早盘涨超3%，截至发稿，涨2.64%，报209.6港元，成交额5413.53万 港元。 ...

Group 1 - The core viewpoint of the article highlights the active performance of Hong Kong stocks related to intelligent driving, with notable gains from companies such as Youjia Innovation and Pony.ai [2] - The Ministry of Industry and Information Technology of China officially announced the first batch of L3-level conditional autonomous driving vehicle permits on December 15, marking a significant step towards the commercialization of L3 autonomous driving in China [3] - Several companies, including BAIC, GAC, Changan, and XPeng, have made progress in L3-related developments, indicating a shift from testing to commercial application in the autonomous driving sector [3] Group 2 - The capital market is optimistic about the industry's prospects, with reports indicating that the approval of L3 permits signifies the formal entry of China into the L3 era, suggesting an industry turning point [3] - Analysts predict that the commercialization of L3 autonomous driving will reshape the automotive industry's value distribution, with a significant increase in the value contribution from software and algorithms [4] - The expectation is that 2026 will become a pivotal year for the commercialization of intelligent driving, as more models receive L3 permits [4]