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中央气象台:全球天气公报(2026年05月20日)_蜘蛛资讯网

武大靖解说

务有望在2026年成为公司核心收入引擎。根据公司2025年年报,车载业务(含车载镜头和车载模组)全年收入73.3亿元,同比增长21.3%。车载业务整体毛利率同比下降3.4个百分点至31.9%,主要因毛利率较低的车载模组收入占比提升所致。伴随ADAS渗透率持续提升,我们认为公司有望凭借高端800万像素感知模块出货量驱动2026年业务增长。风险提示:上行风险 – 智能手机需求复苏;车载镜头订单增加;汽

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