2025年汽车深度行业分析研究报告-东方财富.pptxVIP

2025年深度行业分析研究报告;

正文目录

1.需求释放叠加新规驱动，激光雷达加速放量起飞..........................................4

1.1.多传感融合驱动升级，激光雷达乘风而起..................................................4

1.2.智驾新规密集落地，激光雷达迎战略红利..................................................6

1.3.复苏潮叠加智驾浪潮，激光雷达渗透加码..................................................8

2.光电感知全面演进，激光雷达全链路技术跃迁............................................12

2.1.从光源到算力：激光雷达产业链的全景重构与主导逻辑演进................12

2.2.距离测量技术演进提速，ToF与FMCW共塑激光雷达应用格局...............14

2.3．发射光束整形升级提速，准直镜与分束器协同构建高精输出路径........15

2.4.半固态占据量产高地，棱镜与微振镜构筑扫描性能平衡点....................18

2.5.探测多元演进，光电技术跃升....................................................................20

2.6.算力跃升驱动，控制中枢多元演化............................................................22

3.智能感知加速进阶，激光雷达产业链多点开花..............................................23

3.1.禾赛：模块化革新赋能，感知系统迎来轻量高效时代............................23

3.2.速腾聚创：高线数架构突破，点频测距双优..............................................25

3.3.永新光学：车规级认证护航，光学组件放量在即....................................27

3.4.炬光科技：深耕光子核心环节，锚定车载应用放量................................28

3.5.长光华芯：高功率芯片技术持续突破，3D感知应用加速落地...............30

图表目录

图表1：SAEJ3016驾驶自动化分级....................................................................4

图表2：城市NOA图像效果....................................................................................5

图表3：智驾三大层级............................................................................................6

图表4：理想L9标配128线激光雷达效果图..................................................6

图表5：Velodyne64线激光雷达.........................................................................6

图表6：智能驾驶政策示意图................................................................................7

图表7：C-NCAP测试流程.......................................................................................7

图表8：中国激光雷达行业相关支持政策............................................................7

图表9：全球汽车总销量........................................