PALO ALTO, Calif. , Oct. 22, 2024 /PRNewswire/ -- Hesai Technology (NASDAQ: HSAI), the global leader in lidar solutions, announced this week that it will be the exclusive provider of automotive long-range lidar for Leapmotor's next-generation vehicle platform. The platform's first model is expected to enter mass production in 2025. According to the agreement, Hesai Technology will provide lidar products for multiple models of Leapmotor's next-generation new vehicle platform. This exclusive partnership deepe ...

Hesai (NASDAQ: HSAI ) is the market leader in LiDAR, an industry estimated to be growing with a CAGR of 39% and forecast to reach $21 billion by 2029. Hesai has significant competitive advantages over its competitors and has contractsI look at small to mid-cap companies with disruptive technology. I provide competitive analysis of companies and often research the founders and their previous endeavors. I follow, investigate and report on companies that I believe have growth potential and highlight some of th ...

SHANGHAI, Oct. 1, 2024 /PRNewswire/ -- Hesai Technology (Nasdaq: HSAI), the global leader in lidar technology, announced today the signing of a cooperation framework with SAIC Volkswagen. The cooperation will establish a strong foundation for Hesai and SAIC Volkswagen to build a new ecosystem for the automotive industry, with Hesai's advanced lidar products and technology at the core. SAIC Volkswagen Automobile Co., Ltd. is a Sino-German joint venture operated by SAIC Group and Volkswagen Group. Formed in O ...

HANNOVER, Germany, Sept. 16, 2024 /PRNewswire/ -- Hesai Technology (Nasdaq: HSAI), the global leader in lidar technology, is launching its powerful new lidar solution OT128 at Europe's biggest commercial vehicle trade fair IAA Transportation in Hannover (booth location: Hall 12, #C71). Hesai's OT128 is the most mature 360° long-range lidar in the market and is driving the rapid development of autonomous vehicles' all-around sensing capabilities. Production Time Per Unit Reduced by 95% Promising exceptional ...

海外行业报告 | 行业动态研究 禾赛科技 证券研究报告 2024 年 08 月 25 日 作者 孔蓉 分析师 SAC 执业证书编号：S1110521020002 kongrong@tfzq.com 24Q2 收入符合指引，毛利率表现亮眼，量产定点稳步拓展 24Q2 业绩概览：24Q2 收入为 4.6 亿元，位于此前指引上沿， yoy+4.2%；毛利率为 45.1%，yoy+15.3pct；经调整净利润为 -4360 万元。 交付量情况：24Q2 ADAS 激光雷达出货量为 80773 台，同比增长 76.8%。24Q2 激光雷达总出货量为 86526 台，同比增长 66.1%。 24H1 ADAS 激光雷达出货量为 133235 台，同比增长 80.3%。 24H1 激光雷达总出货量为 145627 台，同比增长 67.5%。 业务进展： 海外已获得 4 家量产定点，国内获得多项 25 年新车型 定点。截至 24Q2，公司已在全球范围内与 19 家 OEM 厂商就超过 70 款车型达成 ADAS 量产定点。 海外市场方面：1）已获得四家知名全球 OEM 的量产定点，其中包 括三家全球 OEM 在中国的合资企业 ...

海 外 研 究 证券研究报告 ＃industryId＃ 汽车 ＃investSuggestion＃ 增持 ( ＃ investS uggesti onChan ge＃ 维持 ） 公 司 跟 踪 报 告 | --- | --- | |------------------|------------| | 日期 | 2024-08-22 | | 收盘价（美元） | 4.22 | | 总股本（百万股） | 127 | | 总市值（亿美元） | 5.4 | | 净资产（亿元） | 37.7 | | 总资产（亿元） | 56.6 | | 每股净资产（元） | 29.59 | 数据来源：Wind，兴业证券经济与金融研究院整理 ＃相关报告 relatedReport＃ 【兴证海外汽车】禾赛科技 （HSAI.O）2024Q1 业绩点评： 受客户影响下调出货量指引，24 年出货量至 50 万台 【兴证海外汽车】禾赛科技 (HSAI.O)2023Q4 业绩点评：销 量&交付超指引，24 年有望交付 60 万台 【 兴 证 海 外 汽 车 】 禾 赛 科 技 (HSAI.O) 深度覆盖 -- 全球激光 雷达第一股 -2023 年 7 ...

2024 年 08 月 22 日 公司研究 评级：增持(下调) 研究所： | --- | --- | |--------------|----------------------| | 证券分析师： | 罗琨S0350522110003 | | | luok@ghzq.com.cn | | 证券分析师： | 傅麒丞S0350524080001 | | | fuqc@ghzq.com.cn | [Table_Title] 盈利能力提升明显，乘用车&Robotaxi 双轮驱动 ——禾赛（HSAI）2024 年中报业绩点评 事件: 禾赛科技于 8 月 20 日发布 2024 年中报：2024H1 公司实现营业收入 1.13 亿美元，同比-6.01%，取得净利润-0.25 亿美元。 投资要点: 乘用车与 Robotaxi 双轮驱动，2024H1 激光雷达交付量同比 +67.5%，盈利能力提升明显。2024Q2，公司实现营业收入 4.6 亿元 人民币，同比+4.2%；激光雷达全球总交付量为 86,526 台，同比 +66.1%；其中 ADAS 产品全球交付量为 80,773 台，同比+76.8%， ADAS 业务和 R ...

国泰君安版权所有发送给上海东方财富金融数据服务有限公司.东财接收研报邮箱.ybjieshou@eastmoney.com p1 毛利、订单高增，Robotaxi 驱动新一轮增长 禾赛(HSAI.US) [Table_Industry] 海外信息科技 [Table_Invest] 评级： 增持 ——禾赛 FY24Q2 业绩点评 [当前价格 Table_CurPrice] (美元)： 4.53 交易数据 | --- | --- | |-------------------------|------------| | 52 周内股价区间（美元） | 3.55-11.70 | | 当前股本（百万股） | 127.48 | | 当前市值（百万美元） | 577.48 | [Table_PicQuote] 52周股价走势图 禾赛 纳斯达克综指 -80% -60% -40% -20% 0% 20% 40% 60% 2023-08-212023-09-122023-10-032023-10-242023-11-142023-12-062023-12-282024-01-222024-02-122024-03-052024-0 ...

Hesai Group (NASDAQ:HSAI) Q2 2024 Results Conference Call August 19, 2024 9:00 PM ET Company Participants Yuanting Shi - Investor Relations Director David Li - Co-Founder, CEO & Director Conference Call Participants Tim Hsiao - Morgan Stanley Tina Hou - Goldman Sachs Jessie Lo - Bank of America Securities Zhang Yu - Huatai Securities Operator Hello, ladies and gentlemen. Thank you for standing by for Hesai Group's Second Quarter 2024 Earnings Conference Call. [Operator Instructions] Please note that today's ...

Chesky_W My Hold rating for Hesai Group's (NASDAQ:HSAI) shares stays unchanged. There is a mix of positives and negatives for HSAI, considering read-throughs from its results and guidance. On one hand, the company might have a good chance of becoming profitable in the next quarter or two. On the other hand, Hesai's top-line outlook is uninspiring, as seen with its Q3 revenue guidance miss. I wrote about Hesai Group's full-year FY 2024 guidance and geopolitical risks in my previous April 10, 2024, articl ...