Core Viewpoint - Hesai Technology (禾赛科技) has showcased its latest lidar technology at CES 2026, announcing significant partnerships and production capacity expansion, indicating strong growth potential in the lidar market [1] Group 1: Company Developments - Hesai's stock rose over 3% in early trading, currently at 209.6 HKD with a trading volume of 54.14 million HKD [1] - The company announced a collaboration with NVIDIA and plans to double its annual production capacity to 4 million units [1] - Hesai has achieved a consistent annual delivery volume increase for five consecutive years, with expected deliveries exceeding 1.6 million units in 2025 [1] Group 2: Product Innovations - The company introduced several upgraded and innovative products, including the ATX lidar featuring the Fermi C500 chip and photon isolation technology [1] - A full range of solutions for next-generation L3 automotive applications was presented, including the long-range ETX and short-range FTX lidar systems [1] - The JT series, a mini high-performance 3D lidar designed for robotics, was also highlighted, showcasing Hesai's technological advancements [1] Group 3: Market Expectations - The ATX lidar is highly anticipated in the market, with current orders exceeding 4 million units from leading global manufacturers, set to begin mass production in April 2026 [1] - The cumulative delivery of all lidar products has surpassed 2.4 million units, reflecting the company's strong market presence [1]
港股异动 | 禾赛-W(02525)早盘涨超3% 公司宣布重大产能规划 ATX焕新版将于4月开启量产交付