东吴证券发布研报指出，截至2024年6月30日，公司已取得22家汽车整车厂及一级供应商的80 款车型的量产定点订单，帮助29款车型实现SOP。根据盖世汽车数据，24H1公司国内车载激光雷达市占率高达40%。未来伴随公司产品性价比继续提升，叠加车载激光雷达渗透率持续上行，公司出货量有望维持高增，规模效应逐步显现，盈利能力有望实现快速提升。Soochow Polytechnic (02498) rose more than 18% intraday, as of the time of publication, it rose 14.03% to HK$22.35, with a turnover of 0.109 billion Hong Kong dollars.
According to the Wise Finance APP, Soochow Polytechnic (02498) rose more than 18% intraday, as of the time of publication, it rose 14.03% to HK$22.35, with a turnover of 0.109 billion Hong Kong dollars.
On the news front, recently, Soochow Polytechnic has continued to repurchase shares, as of October 7th, the repurchased shares accounted for 2.448% of the company's total issued share capital. In addition, Soochow Polytechnic has repurchased a total of 1.2338 million shares in October.
Soochow Securities released a research report indicating that as of June 30, 2024, the company has obtained production designated orders for 80 models from 22 car manufacturers and first-tier suppliers, helping 29 models achieve SOP. According to Gasgoo data, the company's domestic market share of automotive lidar in H1 2024 reached as high as 40%. In the future, with the company's continuous improvement in product cost performance and the continuous increase in the penetration rate of automotive lidar, the company's shipment volume is expected to maintain high growth, and economies of scale will gradually emerge, with profitability expected to increase rapidly.
