勇攀高峰
2026.05.13 11:00

Chery Automobile and RoboSense have both fallen by almost two percentage points, while Sunny Optical has risen by more than three percentage points. Within the automotive industry chain, the three sub-sectors of complete vehicles / LiDAR / optics are moving in different directions — Sunny Optical benefits from the demand for optical components in intelligent driving, LiDAR lacks catalysts, and complete vehicles are pressured by demand 🤔 I feel that currently, optical cameras have higher certainty under the increasing penetration rate of ADAS, while LiDAR needs to wait for order density to increase before there is room for repricing.

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