Group 1 - The core viewpoint emphasizes the critical role of LiDAR technology in the emerging wave of smart vehicles and robotics, positioning it as an essential component akin to a "safety belt" for intelligent cars [1][3] - The recent WRC World Robot Conference showcased LiDAR's value beyond mere safety redundancy, highlighting its importance in new applications and scenarios, driving technological iterations [3][4] - The integration of LiDAR in robotics is crucial for perception capabilities, enabling robots to navigate complex environments effectively, which is a significant advancement from previous reliance on GPS and cameras [26][30] Group 2 - Hesai Technology has emerged as a leader in the LiDAR market for robotics, with a cumulative shipment of 155,011 units by Q1 2025, surpassing competitors significantly [37][39] - The robotics sector is now a primary growth engine for Hesai, leveraging its expertise from the automotive sector to meet the demands of the robotics market, which is projected to grow substantially [39][45] - The global market for 3D LiDAR in robotics is expected to reach 3.89 billion yuan in 2024, with projections to double by 2025, indicating a robust growth trajectory [45][47]

禾赛科技系列 车中旭霞 行业深度 2024年中国乘用车激光雷达搭载率突破5%关键节点，产业链日趋成熟，2025年起伴随BYD（天神之眼）、零跑、长 安、吉利等中低端车型智驾平权，激光雷达有望全面渗透至15万元级别车型，行业渗透率加速提升，我们预计全球乘 用车激光雷达市场规模将由2024年的617亿元增至2027年的1358亿元，CAGR为30%，竞争格局方面，全球市场，参考 Yole数据，2024年，ADAS 乘用车激光雷达主要玩家为禾赛科技（26%）、速腾聚创（26%）、华为（24%），L4 自 动驾驶激光雷达主要玩家为禾赛科技（61%）、Waymo（14%）、速腾聚创（12%）。 芯片化设计+平台化产品+自动化产线，助力激光雷达加速放量 产品端， 面对无人驾驶、高级辅助驾驶、服务机器人等领域对激光雷达的多样化需求，公司推出立体化产品矩阵 （AT、FT、JT、XT、OT、PANDAR、QT、ET系列），涵盖机械旋转、转镜、电子扫描（纯固态）等技术方案。 技 术端， 禾赛科技的核心激光雷达技术包括芯片化设计能力（专用集成电路（ASIC）的架构）、产品平台化、感知算 法技术、车规级能力，芯片化设计+产品平台化+ ...