Group 1 - The core viewpoint of the article highlights the positive market response to Hesai-W's stock, which saw an increase of 2.78% to HKD 214.40, with a trading volume of HKD 88.27 million [1][3]. - According to a report from CICC, Hesai-W showcased its latest lidar technology at CES 2026, updating its delivery volume, production capacity plans, and strategic partnerships [5]. - The company is leading the industry in mass production and delivery capabilities, with steady progress in domestic and international production capacity [5]. - The approval of L3 vehicle models by the Ministry of Industry and Information Technology is expected to increase the number of lidar units per vehicle [5]. - The next wave of physical AI, including Robotaxi and robotics, positions lidar as a critical engine for growth [5].
禾赛-W午前涨逾3% 机构称激光雷达单车数量有望提升