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港股异动 | 禾赛-W(02525)盘中涨近4% 公司主激光雷达装机量稳定增长 全年规划年产能超200万台
智通财经网· 2025-10-28 02:45
据介绍,禾赛2025年全年规划年产能超200万台,预计年交付量120万至150万台。今年,禾赛激光雷达 已助力多款爆款车型上市,如理想i6、小米YU7、零跑B10等。禾赛已获得来自24家主机厂超过120个车 型的量产定点,计划于2025-2027年陆续交付,核心客户包括某欧洲顶级主机厂、某全球新能源销量冠 军车企、理想、小米、长安、吉利、长城、奇瑞、极氪、零跑、上汽奥迪、上汽通用、丰田旗下合资品 牌等头部车企。 消息面上,据禾赛官微消息,据盖世研究院数据,2025年1-8月,中国前装量产领域主激光雷达累计装 机量131万台,其中禾赛科技装机量为51万台。禾赛激光雷达的月装机量已从33,485台增长到97,583台, 翻了近三倍。禾赛主激光雷达市场装机量稳定增长,已连续7个月保持行业第一。 智通财经APP获悉,禾赛-W(02525)盘中涨近4%,截至发稿,涨3.63%,报188.4港元,成交额3865.54万 港元。 ...
禾赛-W(02525.HK)11月11举行董事会会议考虑及批准第三季度业绩
Ge Long Hui· 2025-10-24 09:03
格隆汇10月24日丨禾赛-W(02525.HK)宣布,董事会将于2025年11月11日(星期二,香港时间)举行董事会 会议,以考虑及批准(其中包括)公司及其附属公司截至2025年9月30日止三个月及九个月的未经审计季 度业绩及其发布。 公司管理层将于2025年11月11日上午七时正(星期二,美国东部时间)或2025年11月11日晚上八时正(星期 二,香港时间)举行业绩电话会议。 ...
禾赛-W(02525) - 董事会会议召开日期
2025-10-24 08:45
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示概不就因本公告全部或任何部分內容而產生或因倚賴 該等內容而引致的任何損失承擔任何責任。 Hesai Group 禾賽科技* (於開曼群島註冊成立以不同投票權控制的有限責任公司) (港交所股份代號:2525) (納斯達克股票代碼:HSAI) 董事會會議召開日期 禾賽科技(「本公司」)董事會(「董事會」)謹此宣佈,董事會將於2025年11月11日 (星期二,香港時間)舉行董事會會議,以考慮及批准(其中包括)本公司及其附屬 公司截至2025年9月30日止三個月及九個月的未經審計季度業績及其發佈。 本公司管理層將於2025年11月11日上午七時正(星期二,美國東部時間)或2025 年11月11日晚上八時正(星期二,香港時間)舉行業績電話會議。 有意以電話方式撥入會議的參加者,請進入下方鏈接完成預登記並請於預定開始 時間前五分鐘撥入。登記完成後,每位參加者將收到電話會議的電話撥入詳情。 此外,本次電話會議的網上直播及錄音將於本公司的投資者關係網站 https://investor.hesaitech. ...
市占率46%!禾赛持续领跑车载激光雷达市场
Zhi Tong Cai Jing· 2025-10-23 09:52
本周,盖世汽车研究院发布了 2025 年 1-8 月车载激光雷达装机量排行榜。榜单显示,8 月份禾赛车载主激光雷达装机量继续稳居行业第一。禾赛(02525)已 连续 7 个月主激光雷达市占率第一并保持高速增长,市场占有率已上升到 46%,约为第二名的 1.5 倍,第三名的 2.4 倍。 据盖世研究院数据,2025 年 1-8 月,中国前装量产领域主激光雷达累计装机量 131 万台,其中禾赛科技装机量为 51 万台。禾赛激光雷达的月装机量已从 33,485 台增长到 97,583 台,翻了近三倍。禾赛主激光雷达市场装机量稳定增长,已连续 7 个月保持行业第一。 激光雷达正从汽车的核心智能硬件普及为安全硬件,以"机器人之眼"、"隐形安全气囊"的新身份,成为国内新车的智能和安全标配。盖世汽车研究院报告显 示,2024 年国内激光雷达装机量首次突破 150 万台,同比激增 179.7%;2025 年上半年即达 100.2 万台,同比再增 71%,全年有望冲击 250 万台。截至 2025 年 8 月,激光雷达在新能源乘用车中的渗透率已达到 19%,做到接近 1/5 的新车标配。 同月,禾赛还正式于香港交易所主板挂牌上 ...
市占率46%!禾赛(02525)持续领跑车载激光雷达市场
智通财经网· 2025-10-23 09:37
智通财经APP获悉,本周,盖世汽车研究院发布了 2025 年 1-8 月车载激光雷达装机量排行榜。榜单显示,8 月份禾赛车载主激光雷达装机量继续稳居行业第 一。禾赛(02525)已连续 7 个月主激光雷达市占率第一并保持高速增长,市场占有率已上升到 46%,约为第二名的 1.5 倍,第三名的 2.4 倍。 据盖世研究院数据,2025 年 1-8 月,中国前装量产领域主激光雷达累计装机量 131 万台,其中禾赛科技装机量为 51 万台。禾赛激光雷达的月装机量已从 33,485 台增长到 97,583 台,翻了近三倍。禾赛主激光雷达市场装机量稳定增长,已连续 7 个月保持行业第一。 激光雷达正从汽车的核心智能硬件普及为安全硬件,以"机器人之眼"、"隐形安全气囊"的新身份,成为国内新车的智能和安全标配。盖世汽车研究院报告显 示,2024 年国内激光雷达装机量首次突破 150 万台,同比激增 179.7%;2025 年上半年即达 100.2 万台,同比再增 71%,全年有望冲击 250 万台。截至 2025 年 8 月,激光雷达在新能源乘用车中的渗透率已达到 19%,做到接近 1/5 的新车标配。 禾赛科技也在快步迈 ...
禾赛科技跌4.7%创新低 上市募41.6亿港元高瓴浮亏
Zhong Guo Jing Ji Wang· 2025-10-23 09:13
Core Viewpoint - Hesai Technology's stock price has dropped significantly, reaching a new low since its listing, indicating potential challenges in market performance and investor sentiment [1]. Group 1: Stock Performance - Hesai Technology's stock closed at HKD 171.40, with a decline of 4.725%, and hit an intraday low of HKD 166.80, marking a new record low since its IPO [1]. - The stock price has fallen below the initial public offering price [1]. Group 2: IPO Details - Hesai Technology was listed on the Hong Kong Stock Exchange on September 16, 2025, with a total of 19,550,000 shares offered globally, including 1,955,000 shares for the Hong Kong public and 17,595,000 shares for international investors [1]. - The final offer price was set at HKD 212.80, with a maximum indicative price of HKD 228.00, raising a total of HKD 4,160.24 million, and a net amount of HKD 4,005.25 million after expenses [3]. Group 3: Use of Proceeds - Approximately 50% of the net proceeds from the IPO is planned for research and development investments, 35% (around HKD 1,297.1 million) for production capacity investments, 5% for business development, and 10% for working capital and general corporate purposes [3]. Group 4: Cornerstone Investors - Major cornerstone investors include HHLRA, Taikang Life, WT Asset Management, Grab Inc., Hongda Group, and Commando Global Fund, with HHLRA being the largest investor contributing USD 50 million [4].
禾赛科技跌6.83%创新低 上市募41.6亿港元高瓴浮亏
Zhong Guo Jing Ji Wang· 2025-10-17 09:21
Core Viewpoint - Hesai Technology's stock price has significantly declined, reaching a new low since its listing, indicating potential challenges in market performance and investor confidence [1]. Group 1: Stock Performance - Hesai Technology's stock closed at HKD 169.20, down 6.83%, with an intraday low of HKD 168.30, marking a new record low since its IPO [1]. - The stock has fallen below its initial public offering price [1]. Group 2: IPO Details - Hesai Technology was listed on the Hong Kong Stock Exchange on September 16, 2025, with a total of 19,550,000 shares offered globally, including 1,955,000 shares for Hong Kong and 17,595,000 shares for international investors [1]. - The final offer price was HKD 212.80, with a maximum public offer price of HKD 228.00, raising a total of HKD 4,160.24 million, and a net amount of HKD 4,005.25 million after expenses [3]. Group 3: Use of Proceeds - Approximately 50% of the net proceeds from the IPO are planned for research and development investments [3]. - About 35% (approximately HKD 1,297.1 million) is allocated for production capacity investments to ensure the delivery of high-performance products [3]. - 5% is designated for business development to accelerate expansion, and 10% is for working capital and general corporate purposes [3]. Group 4: Cornerstone Investors - Major cornerstone investors include HHLRA, Taikang Life, WT Asset Management, Grab Inc., Hongda Group, and Commando Global Fund [3]. - HHLRA is the largest cornerstone investor, contributing USD 50 million, followed by Taikang Life with USD 28 million and WT Asset Management with USD 30 million [4].
禾赛科技跌2.55%创新低 上市募41.6亿港元高瓴浮亏
Zhong Guo Jing Ji Wang· 2025-10-13 09:43
Core Viewpoint - Hesai Technology's stock price has fallen to a new low since its listing, indicating potential challenges in market performance and investor sentiment [1]. Group 1: Stock Performance - Hesai Technology's stock closed at HKD 183.20, down 2.55%, with an intraday low of HKD 173.00, marking a new low since its IPO [1]. - The stock price has fallen below the IPO price, reflecting a decline in market confidence [1]. Group 2: IPO Details - Hesai Technology was listed on the Hong Kong Stock Exchange on September 16, 2025, with a final offer price of HKD 212.80 and a maximum public offer price of HKD 228.00 [3]. - The total amount raised from the global offering was HKD 4,160.24 million, with a net amount of HKD 4,005.25 million after deducting estimated listing expenses [3]. Group 3: Use of Proceeds - Approximately 50% of the net proceeds from the offering is planned for research and development investments [3]. - About 35% (approximately HKD 1,297.1 million) is expected to be allocated for production capacity investments to ensure the delivery of high-performance products [3]. - Around 5% is intended for business development to accelerate expansion, and 10% is earmarked for working capital and general corporate purposes [3]. Group 4: Cornerstone Investors - Major cornerstone investors include HHLRA, Taikang Life, WT Asset Management, Grab Inc., Hongda Group, and Commando Global Fund [3]. - HHLRA is the largest cornerstone investor, contributing USD 50 million, followed by Taikang Life with USD 28 million and WT Asset Management with USD 30 million [4].
禾赛-W(02525):稳定价格行动及稳定价格期间结束
智通财经网· 2025-10-12 10:17
Core Viewpoint - Hesai Technology (02525) announced the end of the stabilization period for its global offering on October 11, 2025, which is 30 days after the deadline for submitting the Hong Kong public offering application [1] Group 1: Stabilization Actions - During the stabilization period, the stabilization agent, China International Capital Corporation Hong Kong Securities Limited, conducted stabilization actions including the allocation of 2.9325 million shares, representing 15% of the total shares available for subscription under the global offering [1] - The underwriter and overall coordinator exercised the overallotment option on September 16, 2025, at a price of HKD 212.80 per share, totaling 2.9325 million shares to cover the overallotment under the international offering [1] - No purchases or sales of Class B ordinary shares were made in the market by the stabilization agent for stabilization purposes during the stabilization period [1]
禾赛-W(02525) - 稳定价格行动及稳定价格期间结束
2025-10-12 10:02
香港交易及結算所有限公司、香港聯合交易所有限公司(「聯交所」)及香港中央結算有限公司對 本公告的內容概不負責,對其準確性或完整性亦不發表任何聲明,並明確表示概不會就本公告 全部或任何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 本公告不會直接或間接於或向美國(包括美國的領土及屬地、美國任何州以及哥倫比亞特區)發 佈、刊發或派發。本公告並不構成亦不屬於在美國境內或於任何其他司法權區購買或認購證券 的任何要約或遊說的一部分。除非已根據經修訂的1933年美國《證券法》進行登記或獲豁免遵守 登記規定,否則證券不得在美國發售或出售。凡在美國公開發售我們的任何證券,均須以刊發 可從我們獲得的招股章程的方式進行。該招股章程將載有有關我們及我們管理層以及財務報表 的詳盡資料。我們已於2025年9月5日就全球發售向美國證券交易委員會遞交F-3表格的註冊聲 明(經修訂)。 本公告僅作說明用途,並不構成收購、購買或認購證券的邀請或要約。本公告並非招股章程。 有意投資者於決定是否投資發售股份前應閱覽Hesai Group(「本公司」)刊發日期為2025年9月8 日的招股章程(「招股章程」),以獲得下文所述有關全球發售 ...