禾赛大涨近8%,获纳入MSCI中国指数+里昂首次覆盖予跑赢大市评级
Ge Long Hui·2026-02-11 04:47

Core Viewpoint - Hesai Technology (2525.HK) experienced a nearly 8% increase in stock price, reaching HKD 216.2, following its inclusion in the MSCI China Index, effective after market close on February 27 [1] Group 1: Company Performance - According to a recent report by Citi, Hesai has become the world's largest LiDAR supplier based on projected revenue for 2024, with a monthly production and delivery capacity exceeding 200,000 units [1] - The adoption of LiDAR as a standard safety feature in smart vehicles, along with multi-LiDAR solutions becoming mainstream in advanced driver-assistance systems (ADAS) and autonomous driving markets, is expected to benefit Hesai significantly [1] Group 2: Market Expansion - The company is expanding its global operations in regions such as the European Union and Southeast Asia, which is anticipated to create new growth opportunities [1] - Citi initiated coverage on Hesai Technology with an "Outperform" rating and set a target price of HKD 246.4 [1]