人民财讯1月6日电，企查查APP显示，近日，上海禾赛科技有限公司"激光雷达的主体(33)"专利获授 权。企查查专利摘要显示，该外观设计产品用于自动驾驶、通讯、无人机、智能机器人、能源安全检 测、资源勘探等领域的激光雷达，其设计要点在于形状。 ...

2026 年 1 月 5 日，全球激光雷达领导者禾赛科技（NASDAQ: HSAI；HKEX: 2525）今日宣布，公司已被英伟达选定为"NVIDIA DRIVE AGX Hyperion 10 平 台" 的激光雷达合作伙伴。该平台是一套参考计算与传感器架构，旨在帮助各类车型实现 L4 级自动驾驶，助力汽车制造商和开发者构建安全、可扩展且由 人工智能定义的高性能车队。 目前，禾赛正携手全球汽车制造商，基于对更安全、更智能、更普及的出行方式的共同愿景，加速推动下一代自动驾驶技术走向市场。 DRIVE Hyperion 搭载了两套基于 NVIDIA Blackwell 架构构建的 NVIDIA DRIVE AGX Thor 系统级芯片，具备超过 2,000 FP4 TFLOPS 的算力——大致相当 于每秒执行 1,000 INT8 TOPS 运算，可为完整的 360 度传感器数据融合提供实时算力。 禾赛是最新一批完成 DRIVE Hyperion 开放量产架构传感器套件适配认证的合作伙伴之一。该架构所构建的传感器生态系统正持续扩展，涵盖摄像头、毫米 波雷达、激光雷达和超声波技术，赋能汽车制造商和开发者打造并验证面 ...

格隆汇1月6日｜禾赛科技宣布，公司已被英伟达选定为"NVIDIA DRIVE AGX Hyperion 10平台"的激光 雷达合作伙伴。港股禾赛短线拉升涨超6%，现报195.7港元。 ...

Core Viewpoint - Hesai Technology has been selected by NVIDIA as a lidar partner for the "NVIDIA DRIVE AGX Hyperion 10 platform" [1] Group 1 - Hesai Technology announced its partnership with NVIDIA through its official WeChat account [1]

Core Viewpoint - Hesai Technology has been selected by NVIDIA as a lidar partner for the "NVIDIA DRIVE AGX Hyperion 10 platform" [1] - The company announced an increase in planned annual production capacity from 2 million units in 2025 to 4 million units in 2026, indicating a doubling of production [1] Group 1 - Hesai Technology's stock surged over 4%, reaching a price of 190.3 HKD with a trading volume of 37.76 million HKD [1] - The announcement of the partnership with NVIDIA is expected to enhance Hesai's market position in the lidar industry [1] Group 2 - The increase in production capacity reflects the company's growth strategy and confidence in future demand for lidar technology [1] - The CES 2026 announcement highlights the company's commitment to scaling operations in response to market opportunities [1]

人民财讯1月6日电，近日，禾赛科技宣布，公司已被英伟达选定为"NVIDIA DRIVE AGX Hyperion10平 台"的激光雷达合作伙伴。该平台是一套参考计算与传感器架构，旨在帮助各类车型实现L4级自动驾 驶，助力汽车制造商和开发者构建安全、可扩展且由人工智能定义的高性能车队。 ...

Core Insights - Hesai Technology announced plans to double its annual production capacity from 2 million units in 2025 to 4 million units by 2026 in response to the growing demand in the Advanced Driver Assistance Systems (ADAS) and robotics sectors [2] - The company is progressing with the construction of its new factory "Galileo" in Bangkok, Thailand, which is expected to commence production in early 2027, enhancing its global production capacity [2][3] Production and Delivery Achievements - Hesai has achieved significant milestones in the lidar industry, being the first company to exceed an annual production of 1 million units and a cumulative delivery of over 2 million units [2] - The company has experienced a strong growth trend, with annual delivery volumes doubling for five consecutive years, delivering over 1.6 million units in 2025, including approximately 1.4 million ADAS products and over 200,000 robotics products [3] - The ATX product line achieved over 1 million units in its first year of delivery, showcasing the company's competitive market position [3] Technological Advancements - The company's production capabilities are supported by its self-developed fourth-generation ASIC chips, enabling rapid product iteration and high reliability [3] - Hesai's fully automated production line can produce a lidar unit every 10 seconds, providing a solid technical foundation for the planned capacity increase [3] Market Demand and Strategic Positioning - The demand for lidar is expected to surge with the rollout of L3 conditional autonomous driving technology, which requires 3-6 lidar units per vehicle for redundancy [4] - Hesai has secured contracts with leading automotive manufacturers for L3 projects and has achieved 100% standardization for their 2026 model year [4] - The company has received over 4 million orders for its newly released ATX version, with plans to start mass production in April 2026, ensuring capacity utilization for the year [4] Global Market Outlook - The global lidar market is experiencing rapid growth, driven by advancements in L3 and higher-level autonomous driving technologies [4] - Hesai's capacity expansion and global production strategy are expected to reinforce its market leadership and support the development of the global smart driving and robotics industries [4]

全球首个年产量突破100万台和累计量产并交付超200万台激光雷达的科技企业。 禾赛科技CEO李一帆表示："我们的客户正快速扩张，我们亦同步前进。通过将年产能提升至超400 万台，并增加泰国生产基地，我们正在构建能够稳定支持大规模量产并交付的全球制造体系。我们的 承诺始终不变：在规模化生产中持续提供世界级、可靠的高品质激光雷达。" 本文由公众号IPO早知道（ID：ipozaozhidao）原创撰写，如需转载请联系C叔↓↓↓ 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，禾赛科技（NASDAQ: HSAI；HKEX: 2525）日前宣布，为满足 ADAS 及机器 人领域日益增长的激光雷达需求，其规划年产能将由2025年的200万台提升至2026年的400万台， 实现翻倍增长。此外，禾赛在泰国曼谷的新工厂建设正稳步推进，预计2027年初投产。 禾赛是全球首个年产量突破100万台和累计量产并交付超200万台激光雷达的科技企业——2025年9 月，禾赛年度第100万台激光雷达量产下线。同年11月，禾赛累计第200万台激光雷达量产下线并交 付客户。 截至目前 ...

当地时间2026年1月5日，在美国拉斯维加斯国际消费类电子产品展CES 2026上，禾赛科技宣布，为满 足ADAS及机器人领域日益增长的激光雷达需求，公司规划年产能将由2025年的200万台提升至2026年 的400万台。此外，禾赛在泰国曼谷的新工厂建设正稳步推进，预计2027年初投产。 ...

Core Viewpoint - Hesai Technology, a global leader in lidar technology, announced plans to double its annual production capacity from 2 million units in 2025 to 4 million units in 2026 to meet the growing demand in the ADAS and robotics sectors [1][3]. Group 1: Production Capacity and Milestones - Hesai is the first company to achieve an annual production volume exceeding 1 million units and has cumulatively delivered over 2 million lidar units [3]. - In 2025, Hesai's total delivery volume surpassed 1.6 million units, with a peak monthly delivery exceeding 200,000 units [3]. - The company has achieved a consistent doubling of annual delivery volume for five consecutive years, with 1.4 million units delivered for ADAS products and over 200,000 units for robotics in 2025 [3]. Group 2: Manufacturing Capabilities - The company's strong self-research and manufacturing capabilities underpin its plan to double production capacity [5]. - Hesai has established a comprehensive center integrating R&D and manufacturing, ensuring high-quality lidar production with consistency and stability [5]. - The fully automated production line can produce one lidar unit every 10 seconds [5]. Group 3: New Factory and Global Expansion - The construction of Hesai's new factory, "Galileo," in Bangkok, Thailand, is progressing steadily and is expected to commence production in early 2027 [7]. - This new facility will enhance Hesai's global production capacity and support future business growth [7][9]. Group 4: Product Innovations and Market Demand - At CES 2026, Hesai showcased its new generation of L3 automotive lidar solutions, which include the ETX and FTX models designed for enhanced vehicle safety [9][11]. - The new lidar solutions are expected to significantly reduce the risk of fatal accidents by 90% and conventional traffic accidents by 30% compared to pure vision systems [11]. - The penetration rate of lidar in China's new energy vehicle market has reached 28%, indicating strong market recognition of lidar's safety value [11]. Group 5: Client Base and Orders - Hesai has secured production contracts with 24 major automakers for over 120 vehicle models, including top-tier companies in Europe and China [12]. - The company has achieved 100% standardization for its first two major ADAS clients for all models in 2026 [12]. - The recently updated ATX model has received orders exceeding 4 million units from several leading automakers, with production set to begin in April 2026 [12]. Group 6: Robotics and AI Integration - Beyond the ADAS market, the robotics industry is experiencing rapid growth driven by AI, with lidar being essential for stable and precise environmental perception [13]. - Hesai's lidar products are widely used in autonomous vehicles from various innovative companies, with some models planning to use up to 8 lidar units [13][14]. - The JT series of mini 3D lidar has seen over 200,000 units shipped, demonstrating its versatility in various applications [14].