SHANGHAI, China, Aug. 06, 2024 (GLOBE NEWSWIRE) -- Hesai Group (“Hesai,” “Hesai Technology” or the “Company”) (NASDAQ: HSAI), the global leader in three-dimensional light detection and ranging (lidar) solutions, today announced that it will report its second quarter 2024 unaudited financial results on Monday, August 19, 2024, after the close of U.S. markets. The Company’s management will host an earnings conference call at 9:00 PM U.S. Eastern Time on August 19, 2024 (9:00 AM Beijing/Hong Kong Time on Augus ...

PALO ALTO, Calif., July 30, 2024 /PRNewswire/ -- Hesai Technology (Nasdaq: HSAI), the global leader in lidar solutions, announced today three automotive lidar design wins with top global automakers' joint ventures (JV) in China: General Motors (GM), Ford and a prominent European automotive brand.These global OEM JVs plan to integrate Hesai's automotive-grade, long-range lidar in their next-generation series production vehicles to advance the development and adoption of intelligent driving. Mass production o ...

PALO ALTO, Calif., July 29, 2024 /PRNewswire/ -- Hesai Technology (Nasdaq: HSAI), the global leader in lidar solutions, announced that it has entered into a strategic partnership with Westwell, a global provider in autonomous driving solutions, to provide lidar in applications including autonomous driving, industrial robots, heavy machinery, and smart cities.Westwell's Q-Truck: A 24/7 Autonomous New Energy Electric Heavy Truck at Laem Chabang Port in ThailandWestwell's autonomous driving solutions will be e ...

PALO ALTO, Calif., July 10, 2024 /PRNewswire/ -- For the third consecutive year, Hesai Technology (Nasdaq: HSAI) has secured the top ranking among automotive lidar companies in terms of market share, as awarded by Yole Group, an international market research and strategy consulting company, in its recent "Lidar for Automotive 2024" report. The report highlights the rapid expansion of the lidar industry and reaffirms Hesai's continued leadership position in the global lidar market.Hesai Tops the Automotive L ...

PALO ALTO, Calif., July 8, 2024 /PRNewswire/ -- Hesai Technology (Nasdaq: HSAI) has been named the top automotive lidar company by market share for the third consecutive year by Yole Group, a global advisory and market analysis firm recognized for its expertise in the semiconductor, photonic, and electronic sectors. This achievement comes after a strong year of record-breaking revenue and shipments, strategic design wins, an expanded product roster and new partnerships. 2022-2023 Lidar Market Share How ...

NEW YORK, June 30, 2024 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Hesai Group (“Hesai” or the “Company”) (NASDAQ: HSAI). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether Hesai and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. [Click here for information about joining the class action] On May 20, 2024, Hesai iss ...

Investors can contact the law firm at no cost to learn more about recovering their losses LOS ANGELES, June 24, 2024 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises Hesai Group (“Hesai” or the “Company”) (NASDAQ: HSAI) investors that the firm has initiated an investigation into possible securities fraud and may file a class action on behalf of investors. Hesai investors that lost money on their investment are encouraged to contact Lesley Portnoy, Esq. Investors are encouraged to contact attorney Lesley F. ...

Labor shortages are pushing companies to take unprecedented steps such as offering non-market wages and better working conditions. As a result, countries are opening their doors more widely to talent from abroad. The retirement age is also rising, as the available labor force is not enough to meet the needs of the economies. According to analysts, the worldwide shortage of 85 million workers will be expected by 2030. This can be equated to $8.5 trillion in losses due to staff shortages. Therefore, automatio ...

报告公司投资评级 报告给予禾赛"增持"评级 [1] 报告的核心观点 1. Q1出货量、收入略超预期,毛利率亮眼 [2][3] 2. 持续获下游客户认证,ATX系列有望打开新增量 [3] 3. 激光雷达持续渗透,美国防部制裁影响可控 [4][5] 财务数据总结 1. 2024-2026年营业收入预计分别为27.2/44.8/67.3亿元人民币,同比增长45%/65%/50% [7] 2. 2024-2026年GAAP净利润预计分别为-2.3/3.9/9.7亿元人民币 [7] 3. 给予禾赛PS 3X,目标价8.9美元 [10]

财务数据和关键指标变化 - 公司在第一季度实现净收入3.591亿元人民币,同比增长 [32] - 公司预计第二季度净收入将在4.4-4.6亿元人民币之间,全年收入预计在25-28亿元人民币之间 [33] - 公司预计2024年全年LiDAR出货量将超过50万台,其中第二季度出货量约9万台 [34][35] - 公司预计2024年毛利率将达到30%-35%的较高水平,主要得益于毛利率较高的机器人出租车业务占比提升 [34][56] - 公司预计2024年美国市场收入占比将低于20%,主要受益于海外市场需求增长 [35] 各条业务线数据和关键指标变化 - 公司ADAS LiDAR业务在国内市场需求强劲,抵消了机器人出租车业务需求放缓的影响 [32] - 公司机器人出租车业务毛利率较高,预计2024年将占总收入约一半 [52][56] 各个市场数据和关键指标变化 - 公司在中国市场与多家主要汽车制造商建立了合作关系,包括6家全球前10大汽车制造商 [47][48] - 公司在美国市场的收入占比预计将低于20%,主要受益于海外市场需求增长 [35] 公司战略和发展方向及行业竞争 - 公司推出了新一代ADAS LiDAR产品ATX,针对大众市场提供更高性价比的解决方案 [22][23][24][25][26][27][28][29][30] - 公司采取"飞轮"策略,通过规模效应不断降低成本,提升产品性价比,加速LiDAR在大众车型的渗透 [16][17] - 公司预计LiDAR在2024年将进入快速普及期,渗透率有望超过16% [10][11] - 公司已与18家全球主要OEM和Tier1供应商建立合作关系,涵盖约70款车型 [36][48] 管理层对经营环境和未来前景的评论 - 公司对LiDAR行业未来发展前景保持乐观,认为2024年将是LiDAR进入大众市场的关键一年 [9][10][11] - 公司有信心通过持续创新和成本优化,在今年第四季度实现盈利 [37][56][57] - 公司将继续加强全球市场拓展,预计未来12个月内将有更多全球知名OEM客户加入 [48][58] 问答环节重要的提问和回答 问题1 **Stanley Wang 提问** 关于Li Auto的业务对公司的影响 [40][41][42] **Yifan Li 回答** 公司有多家主要EV客户,Li Auto只是其中之一,整体业务量预计保持稳定 [41][42] 问题2 **Jeff Chung 提问** 关于公司毛利率情况及未来趋势 [50][51][52][53][54][55][56] **Yuanting Shi 回答** 公司毛利率得益于毛利率较高的机器人出租车业务,未来将保持在30%-35%的较高水平 [52][53][54][55][56][57] 问题3 **Tina Hou 提问** 关于新产品ATX的预期贡献 [60][61][62][63][64][65][66][67] **Yifan Li 回答** ATX定位大众市场,预计2025年出货量将超过100万台,未来将成为公司主要产品 [62][63][64][65][66][67]