Hesai(US:HSAI) Ge Long Hui·2026-01-09 09:42Group 1 - Hesai (HSAI.US) shares rose by 1.96% yesterday and continued to increase by 1.56% in pre-market trading today, reaching $28.04 [1] - The company showcased its latest lidar technology at CES 2026 and updated its delivery capacity, production planning, and strategic partnerships [1] - Hesai's mass production and delivery capabilities are leading the industry, with steady progress in domestic and international production capacity [1] Group 2 - The L3 model has received approval from the Ministry of Industry and Information Technology, which is expected to increase the number of lidar units per vehicle [1] - The next wave of physical AI, including Robotaxi and robotics, positions lidar as a critical engine for growth [1] - CICC maintains its revenue forecast for Hesai for 2025 while raising the 2026 revenue forecast by 6.4% [1] Group 3 - The target price for Hesai's stock has been raised to $31.56, reflecting an upward adjustment in the valuation center for the intelligent driving and robotics sectors [1]