Hesai(US:HSAI) Guan Cha Zhe Wang·2025-12-12 01:47Group 1 - The U.S. House of Representatives is targeting Chinese lidar sensors used in autonomous vehicles and critical infrastructure, proposing a bill to phase them out due to security concerns [1][3] - The bill mandates a ban on new procurement of Chinese lidar sensors after three years, with exemptions for research and cybersecurity, and a five-year transition period for existing equipment [1][3] - Chinese companies dominate the lidar market, holding 93% of the global passenger vehicle lidar market and 89% of the overall lidar market, according to Yole Group [1] Group 2 - The proposal is driven by fears that Chinese lidar technology could be exploited in conflicts, potentially leading to widespread system failures in the U.S. [3][4] - The U.S. Department of Defense has listed Hesai Technology, a major lidar manufacturer, on its military-related entity list, although the company denies any military sales [4] - The narrative of a "Chinese threat" has become a reflexive discourse in the West, reflecting an imbalance in the technological competition mindset [4][5]