禾赛科技二季度营收同比增长超50% 获丰田汽车旗下品牌激光雷达定点

Group 1: Financial Performance - In Q2 2025, the company achieved revenue of 710 million yuan, representing a year-on-year growth of 53.9%, marking five consecutive quarters of revenue growth [1] - The net profit for the same quarter reached 44.1 million yuan (approximately 6.2 million USD), significantly exceeding the GAAP profitability target [1] Group 2: Market Demand and Delivery - The total delivery volume of Hesai's LiDAR in Q2 reached 352,100 units, a year-on-year increase of 306.9%, with ADAS deliveries at 303,564 units, up 275.8% [2] - In the first half of the year, total LiDAR deliveries amounted to 547,900 units, a growth of 276.2%, surpassing the total for 2024 [2] - The company delivered 48,500 units of LiDAR for robotics in Q2, a substantial increase of 743.6%, with a total of 98,300 units delivered in the first half, reflecting a growth of 692.9% [2] Group 3: Strategic Partnerships - The company announced a partnership with a joint venture brand of Toyota to supply LiDAR for their new energy vehicles, set to begin mass production in 2026 [3] - Currently, the company has established mass production partnerships with 24 domestic and international automotive manufacturers, with recent agreements involving 20 models from nine leading automakers [3]