Hesai(US:HSAI) Ju Chao Zi Xun·2026-01-02 12:09Group 1 - The core point of the article highlights Hesai Technology's significant growth in lidar deliveries, with over 1.6 million units delivered in 2025, including approximately 1.4 million ADAS products and over 200,000 robot products [1] - The ATX product, a flagship offering, achieved over 1 million units in its first year of delivery, showcasing strong market demand [1] - Hesai's cumulative lidar delivery has surpassed 2.4 million units, with a projected delivery of 2 million units for 2024, indicating a continuous expansion in delivery scale [1] Group 2 - The company has established partnerships with over 24 global OEMs, securing more than 120 models for mass production, with deliveries planned from 2026 to 2030 [2] - Hesai has secured full model cooperation with the top two ADAS clients for 2026, achieving 100% standardization [2] - The order backlog for the updated ATX product exceeds 4 million units, with orders from several leading global OEMs, set to begin mass production in April 2026 [2]