Core Viewpoint - Hesai Technology (禾赛-W, 02525) has seen its stock price increase by over 5%, currently trading at 185.8 HKD, with a trading volume of 15.21 million HKD. The company is set to hold a board meeting on November 11 to consider and approve its unaudited quarterly results for the three and nine months ending September 30, 2025. [1] Company Performance - Hesai has maintained its position as the industry leader in the installation of automotive lidar systems, achieving the highest market share for seven consecutive months, with a current market share of 46%. [1] - The company has contributed to the launch of several popular vehicle models this year, including Li Auto's i6, Xiaomi's YU7, and Leap Motor's B10. [1] - Hesai has secured mass production contracts with over 24 OEMs for more than 120 vehicle models, with plans for deliveries scheduled between 2025 and 2027. [1] Industry Trends - According to a report from Goldman Sachs, the adoption of lidar technology in the Chinese market is accelerating, with expectations for large-scale production among global automakers starting in 2026-2027. [1] - It is projected that by 2030, the overseas ADAS lidar shipment volume will reach 3 million units, which is equivalent to the scale of the Chinese market in 2025. [1]
港股异动 | 禾赛-W(02525)涨超5% 三季度业绩发布在即 激光雷达渗透率加速提升