Core Insights - Hesai Technology has become the first company globally to achieve an annual production of over 1 million LiDAR units, marking a significant milestone in the industry [1][2] - The company aims to leverage its advanced manufacturing capabilities and proprietary technology to maintain its leadership in the LiDAR market, particularly in the automotive and robotics sectors [1][2] Group 1: Production Milestones - As of the end of September 2023, Hesai has officially produced its 1 millionth LiDAR unit for the year 2025 [1] - The company plans to increase its annual production capacity to over 2 million units by 2025, with expected annual delivery volumes between 1.2 million and 1.5 million units [2] Group 2: Technological Advancements - Hesai is the only LiDAR company that has independently developed all seven key components of its LiDAR systems, and it is the first to achieve mass production of chip-based transmission and reception modules [2] - The company utilizes a highly automated production line with a 100% automation rate in core processes, producing one LiDAR unit every 20 seconds [1] Group 3: Market Position - Hesai holds the leading market share in several categories, including global vehicle-mounted LiDAR, ADAS LiDAR, and L4 autonomous driving LiDAR, being recognized for four consecutive years with multiple global firsts [2] - As of Q2 2025, the cumulative delivery volume in the ADAS and robotics sectors has exceeded 1.37 million units [2]

感谢关注创业邦，每天精彩内容不停 扫码可订阅产业日报 1.【禾赛官宣成为小米汽车2026—2027年核心战略供应商】激光雷达研发与制造企业禾赛科技 9月 30日 宣布，2026至2027年将继续作为核心战略供应商与小米汽车深化合作关系，持续以小米汽车 核心战略供应商的定位，为其提供支持与服务。小米既是禾赛的重要业务合作伙伴，也是重要股东。 小米集团于2021年领投的禾赛科技D轮融资，金额达3.74亿美元，为公司的技术研发与市场拓展提供 了支持。（北京商报） 2.【大发汽车：COPEN现款车型将于2026年8月停产】大发汽车当地时间9月29日宣布，将于2026 年8月底停止生产现款COPEN敞篷跑车。（界面新闻） 3.【宇树科技回应机器人安全漏洞：目前已完成大部分修复工作，将继续改进权限管理】IEEE Spectrum日前发布文章称，多个型号宇树科技机器人通过BLE（蓝牙低能耗）连接Wi-Fi的配置接口 中存在关键漏洞，攻击者可借此实现最高权限控制。对此，宇树科技在社交平台发布声明称，已经注 意到，一些用户在使用其机器人产品时发现了安全漏洞和网络相关问题。公司立即开始解决这些问 题，目前已完成大部分修复工作，将 ...

校对 柳宝庆 编辑 杨娟娟 新京报贝壳财经讯（记者白昊天）9月30日，激光雷达研发与制造企业禾赛科技宣布2026至2027年将继 续与小米汽车深化合作关系，持续以小米汽车核心战略供应商的定位，为其提供支持与服务。据悉，小 米集团于2021年领投的禾赛科技D轮融资，金额达3.74亿美元。 ...

小米既是禾赛的重要业务合作伙伴，也是重要股东。小米集团于2021年领投的禾赛科技D轮融资，金额 达3.74亿美元，为公司的技术研发与市场拓展提供了有力支持。自小米汽车上市以来，禾赛一直是其激 光雷达独家合作伙伴，并连续赋能SU7、YU7火爆上市。双方的深度合作不仅推动了智能驾驶技术的商 业化落地，也为消费者带来了更安全、更智能的出行体验。 禾赛科技凭借持续的技术突破与商业化落地能力，已稳健成长为全球激光雷达行业的领军企业。激光雷 达为智能汽车、自动驾驶及机器人等领域提供了关键的三维环境感知能力，是智能的"机器人之眼"，也 是汽车的"隐形安全气囊"。禾赛科技凭借自主创新，不仅成功推动激光雷达技术迈向大众市场，更将这 项曾遥不可及的昂贵技术转化为赋能全球车辆安全的核心力量，守护每个人的出行安全。 未来，禾赛科技将持续以高质量产品支持合作伙伴守护用户的驾驶安全，打造更高效、更安心的全场景 驾驶体验。 本报讯 （记者袁传玺） 全球领先的激光雷达研发与制造企业禾赛科技（NASDAQ：HSAI；HKEX：2525）今日宣布，2026至 2027年将继续与小米汽车深化合作关系，持续以小米汽车核心战略供应商的定位，为其提供支 ...

Group 1 - Heisai Technology will deepen its cooperation with Xiaomi Auto from 2026 to 2027, continuing to serve as a core strategic supplier [1] - Xiaomi Group is both an important business partner and a significant shareholder of Heisai Technology [1] - Xiaomi Group led a Series D financing round for Heisai Technology in 2021, raising $374 million to support the company's technology development and market expansion [1]

Core Insights - Hesai Technology will deepen its partnership with Xiaomi Automotive from 2026 to 2027, continuing to serve as a core strategic supplier [2] - Xiaomi is both a significant business partner and a key shareholder of Hesai Technology, having led a $374 million Series D funding round in 2021 [2] - Hesai Technology has established itself as a leading player in the global LiDAR industry, providing essential 3D environmental perception capabilities for smart vehicles, autonomous driving, and robotics [2] Company Developments - The company has achieved continuous technological breakthroughs and commercialization capabilities, contributing to its robust growth [2] - LiDAR technology is described as the "robot's eye" and an "invisible safety airbag" for vehicles, emphasizing its critical role in enhancing vehicle safety [2] - Hesai Technology aims to support partners with high-quality products to ensure user driving safety and create a more efficient and secure driving experience across various scenarios [2]

Core Viewpoint - Hesai Technology (NASDAQ: HSAI; HKEX: 2525) will deepen its partnership with Xiaomi Auto as a core strategic supplier from 2026 to 2027, continuing to provide support and services [2] Group 1: Partnership and Business Growth - Xiaomi is not only a significant business partner for Hesai but also an important shareholder, having led a $374 million Series D funding round in 2021, which bolstered Hesai's R&D and market expansion [2] - Since Xiaomi Auto's market entry, Hesai has been its exclusive partner for LiDAR technology, contributing to the successful launches of models like SU7 and YU7, enhancing the commercialization of smart driving technology [2] - Hesai has established itself as a leading player in the global LiDAR industry, with products widely used in advanced driver-assistance systems (ADAS) for passenger and commercial vehicles, autonomous vehicles, and various intelligent robotic applications [2] Group 2: Market Penetration and Client Base - In the ADAS sector, Hesai's LiDAR has become a standard for safety, securing mass production contracts for over 120 models from 24 major manufacturers, with deliveries planned from 2025 to 2027 [3] - Key clients include top-tier automotive manufacturers such as a leading European OEM, a global electric vehicle sales champion, and several prominent Chinese brands [3] Group 3: Robotics Sector Expansion - The robotics sector is experiencing explosive growth, with Hesai positioning itself in this emerging market [4] - In the lawnmower robot segment, Hesai's JT series achieved over 100,000 units delivered within five months, setting a global record [4] - Collaborations in various robotic applications include partnerships with companies like Yushu Technology for robotic dogs and multiple firms in mobile/commercial robotics [4] Group 4: Financial Performance - In 2024, Hesai achieved revenue of 2.08 billion yuan, with a compound annual growth rate of 42.3% from 2021 to 2024 [5] - The company has seen its annual delivery volume double for four consecutive years, becoming the first and only publicly listed LiDAR company to achieve profitability and positive cash flow for the entire year [5] - The co-founder and chief scientist of Hesai emphasized the role of AI in the upcoming fourth industrial revolution, indicating the company's commitment to providing new core technologies and products for this era [5]

【禾赛科技：2026至2027年将继续作为核心战略供应商与小米汽车深化合作关系】智通财经9月30日 电，激光雷达研发与制造企业禾赛科技今日宣布，2026至2027年将继续作为核心战略供应商与小米汽车 深化合作关系，持续以小米汽车核心战略供应商的定位，为其提供支持与服务。小米既是禾赛的重要业 务合作伙伴，也是重要股东。小米集团于2021年领投的禾赛科技D轮融资，金额达3.74亿美元，为公司 的技术研发与市场拓展提供了支持。 转自：智通财经 ...

Group 1 - Hesai Technology, a lidar research and manufacturing company, will continue to deepen its partnership with Xiaomi Automotive as a core strategic supplier from 2026 to 2027 [1] - Xiaomi is not only an important business partner for Hesai but also a significant shareholder, having led a Series D financing round in 2021 amounting to $374 million, which supported the company's technology development and market expansion [1]

Core Viewpoint - HuanChuang Technology has submitted its application to the Hong Kong Stock Exchange, with CICC and Guosen Securities Hong Kong as joint sponsors [1] Group 1: Market Position - According to Zhaoshang Consulting, HuanChuang Technology is the leading player in the global space perception solutions for robotic vacuum cleaners, holding over 50% market share in the LiDAR product segment based on 2024 revenue projections [1] Group 2: Product Offerings - The company has a diversified product matrix that includes traditional triangulation LiDAR, dTOF LiDAR, 3D TOF LiDAR, and line laser sensors [1] - HuanChuang Technology possesses self-developed sub-millimeter AI spatial data processing chip design and core AI algorithm capabilities [1] Group 3: Technological Innovation - The company utilizes a unique consumer-grade CIS combined with self-developed ASIC chip technology, achieving cost-effectiveness, high positioning accuracy, and commercial scalability [1] - HuanChuang Technology's AI-enabled solutions can address environmental challenges such as lighting, materials, and textures, enabling sub-millimeter high-precision measurements and supporting wireless updates [1] Group 4: Client Relationships - The company has established long-term partnerships with major clients in the smart robotics sector, serving as a core supplier to four of the top five robotic vacuum cleaner companies [1]