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Industry Moves行业动向
Deutsche Bank Starts Nio LiDAR Supplier Seyond at Buy, Sees 60% Upside德意志银行首予蔚来激光雷达供应商 Seyond 买入评级，目标价隐含 60% 上行空间
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- Deutsche Bank initiated coverage of Seyond (HKEX: 2665), the LiDAR supplier to Nio Inc (NYSE: NIO), with a buy rating and a HK$4.00 target price implying 60% upside from the current share price.
- The bank's analyst team, led by Wang Bin, forecasts Seyond's LiDAR shipments rising from 332,000 units in 2025 to 2.8 million units in 2028, with revenue growing nearly five-fold to $718 million by 2028, when the company is expected to turn profitable.
- Seyond ranks as China's fourth-largest LiDAR maker, holding a 15% share of China's ADAS LiDAR market in the first five months of the year according to NE Times data, with its units already mounted on Nio's 2026 Onvo L90.
- 德意志银行首次覆盖蔚来（NYSE: NIO）激光雷达供应商 Seyond（港交所：2665），给予买入评级，目标价 4.00 港元，较当前股价隐含 60% 上行空间。
- 该行由王斌（Wang Bin）领衔的分析师团队预测，Seyond 激光雷达出货量将从 2025 年的 332,000 台增至 2028 年的 280 万台，收入将增长近五倍至 7.18 亿美元，公司预计于 2028 年实现盈利。
- 据 NE Times 数据，Seyond 是中国第四大激光雷达厂商，今年前五个月在中国 ADAS 激光雷达市场的份额为 15%，其产品已搭载于蔚来 2026 款乐道（Onvo）L90 车型。