Market Overview - On the second trading day of the new year, the market showed strong performance with significant volume increase, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index rising by 1.5%, 1.4%, and 0.75% respectively, and over 4,100 stocks gaining while more than 1,200 stocks declined [4] - The total trading volume exceeded 2.8 trillion yuan, indicating heightened market activity [4] Autonomous Driving Sector - The autonomous driving sector experienced a strong rally, with stocks like Suoling Co., Zhejiang Shibao, and others hitting the daily limit, leading to an overall increase of 2.38% in the sector [7] - The surge was catalyzed by NVIDIA's announcement at CES regarding the release of the open-source AI model and tools, which are aimed at accelerating the development of next-generation safe autonomous driving technologies [7][8] - The new model, Alpamayo-R1, is noted for its high interpretability, addressing the "black box" issue of traditional algorithms, which is crucial for the implementation of Level 4 autonomous driving [8] Financial Sector - The financial sector showed robust performance with significant gains across various stocks, including Huayin Securities and Huasheng Securities, which hit the daily limit [11] - The sector saw increases of 3.73% for brokerage firms, 3.82% for insurance, and 2.02% for financial technology companies, driven by a notable increase in trading volume and a bullish market sentiment [11] - The Shanghai Composite Index managed to stay above the 4,000-point mark, marking a significant milestone with a record 13 consecutive days of gains [11] HeSai Technology - HeSai Technology was selected by NVIDIA as a laser radar partner for the "NVIDIA DRIVE AGX Hyperion 10 platform," leading to a stock price increase of 5.9% [12] - The stock's performance was somewhat muted due to its exclusion from the Hong Kong Stock Connect, limiting A-share investor participation [12] KeLan Software - KeLan Software opened 4% higher but experienced a decline before a significant rally in the afternoon, closing up 5.38% [14] - The stock's initial rise was attributed to its association with commercial aerospace, while the afternoon surge was linked to its connection with brain-computer interface concepts, highlighting its position in the financial technology sector [14]

Core Viewpoint - Hesai Technology's stock price increased by 5.9% in Hong Kong, leading to a pre-market rise of 5.5% in the US, driven by the announcement of a partnership with NVIDIA for the "NVIDIA DRIVE AGX Hyperion 10 platform" and plans to double production capacity by 2026 [1] Group 1: Company Developments - Hesai Technology has been selected by NVIDIA as a laser radar partner for the "NVIDIA DRIVE AGX Hyperion 10 platform" [1] - The company announced plans to double its annual production capacity to 4 million units by 2026 [1] - A new generation of L3 automotive laser radar solutions has been showcased, with the first mass production point for passenger vehicles expected to start by the end of 2026 or early 2027 [1] Group 2: Stock Performance - Hesai's stock closed at $24.250, with a pre-market price of $25.590, reflecting a 5.53% increase [2] - The stock's highest price during the trading session was $24.490, and the lowest was $23.790, with a trading volume of 1.4743 million shares [2] - The company's total market capitalization is approximately $3.786 billion, with a price-to-earnings ratio of 53.65 [2]

Core Viewpoint - Hesai Technology, a leading company in the lidar industry, 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 for lidar in the ADAS and robotics sectors [1] Group 1 - The company has secured partnerships with several leading overseas automotive manufacturers and domestic new forces for L3 autonomous driving [1] - Hesai's next-generation L3 automotive-grade lidar solution has received its first mass production designation for passenger vehicles, with production expected to start by the end of 2026 or early 2027 [1]

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 ...

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]

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]

Core Insights - Hesai Technology (NASDAQ: HSAI; HKEX: 2525) is the first company globally to achieve an annual production of over 1 million units and cumulative deliveries exceeding 2 million units of LiDAR technology [3][5] - The company plans to increase its annual production capacity from 2 million units in 2025 to 4 million units in 2026, indicating a doubling of production [3][5] - The new factory in Bangkok, Thailand, named "Galileo," is under construction and is expected to commence operations in early 2027, which will enhance global production capacity [7][8] Production and Delivery Achievements - In 2025, Hesai's total delivery volume is projected to exceed 1.6 million units, with a monthly peak delivery of over 200,000 units [3] - The company has achieved a consistent doubling of annual delivery volume for five consecutive years, with approximately 1.4 million units delivered in ADAS products and over 200,000 units in robotics products in 2025 [3] - The ATX product line achieved over 1 million units delivered in its first year, contributing to a historical cumulative delivery of over 2.4 million units across all LiDAR products [3] Manufacturing Capabilities - Hesai's strong self-research and manufacturing capabilities underpin its ambitious production capacity plans, supported by a comprehensive center integrating R&D and manufacturing [5] - The company has developed four generations of dedicated ASIC chips, enabling rapid product iteration, high reliability, and scalable production capabilities [5] - The fully automated production line can produce one LiDAR unit every 10 seconds, ensuring high consistency and stability in large-scale production [5]

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。 ...