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: Stock Performance - Hesai's stock rose over 3% in early trading, currently up 2.64% at HKD 209.6, with a trading volume of HKD 54.1353 million [1] Group 2: Product and Technology Developments - The company presented several upgraded and innovative lidar products, including the ATX lidar featuring the Fermi C500 chip and photon isolation technology, aimed at next-generation L3 automotive applications [1] - The ATX lidar has received significant market interest, with current orders exceeding 4 million units from leading global manufacturers, set to begin mass production in April 2026 [1] Group 3: Production Capacity and Global Expansion - Hesai announced plans to double its annual production capacity to 4 million units, with ongoing progress at its factory in Bangkok, Thailand, as part of its global capacity layout [1] - The company has achieved a doubling of annual delivery volume for five consecutive years, with projected deliveries exceeding 1.6 million units in 2025 and a cumulative delivery of over 2.4 million units across all lidar products [1]
禾赛-W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