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Hesai Group Stock Price, News & Analysis

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Welcome to our dedicated page for Hesai Group news (Ticker: HSAI), a resource for investors and traders seeking the latest updates and insights on Hesai Group stock.

Hesai Group (HSAI) generates frequent news as a global lidar company serving automotive, autonomous driving, and robotics markets. Its announcements cover lidar deployments in passenger and commercial vehicles with advanced driver‑assistance systems (ADAS), autonomous fleets for passenger and freight mobility, and robotics platforms such as robotaxis, robotrucks, last‑mile delivery robots, lawn‑mowing robots, cleaning robots, AGVs, AMRs, humanoid robots, and 3D spatial digitalization devices.

On this page, readers can follow updates on Hesai’s design wins with automotive OEMs, large‑scale lidar production milestones, and collaborations with autonomous driving companies. Recent news includes selection as a lidar partner for NVIDIA DRIVE Hyperion 10, exclusive lidar supply agreements for Li Auto’s next‑generation assisted driving platform, and partnerships with Meituan’s Keeta Drone for low‑altitude delivery networks and MOVIN for lidar‑based 3D motion capture using the JT128 sensor.

Hesai also reports on manufacturing and capacity expansion, such as plans to double annual lidar production capacity and the development of a factory in Bangkok, Thailand, as well as recognition on Fortune’s Change the World list for its contributions to road safety. Financial result releases provide context on lidar shipments across ADAS and robotics segments and highlight the company’s global customer base.

Investors, analysts, and industry observers can use this news feed to track Hesai’s progress in ADAS adoption, Level 4 autonomous driving deployments, robotics and physical AI applications, and low‑altitude logistics. Bookmark this page to review ongoing product, partnership, and production developments that shape the company’s role in lidar and intelligent mobility.

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Hesai (NASDAQ: HSAI) joined the NVIDIA Halos AI Systems Inspection Lab on March 16, 2026, to evaluate and validate its lidar platforms under an ANAB‑accredited framework for functional safety, cybersecurity, and AI compliance. The move builds on Hesai's prior integrations with NVIDIA and its portfolio of ISO 26262 certified lidar products.

Hesai has delivered more than 2 million lidar units globally and was selected as a lidar partner for NVIDIA DRIVE AGX Hyperion 10, reinforcing its role in defining safety architecture for AVs and robotics.

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Hesai Group (NASDAQ: HSAI) will report its fourth quarter and full year 2025 unaudited financial results on Tuesday, March 24, 2026, before the U.S. market opens.

Management will host an earnings conference call at 8:00 AM ET (8:00 PM Beijing/Hong Kong Time) the same day. A live and archived webcast will be on the company investor relations site, with a replay available by phone through March 31, 2026.

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Hesai Group (NASDAQ: HSAI) announced that shareholders approved all proposed resolutions at extraordinary general, Class A and Class B meetings held in Suzhou on March 3, 2026.

Approved actions include re-designation of 50,000,000 authorized unissued shares to Class B on a one-for-one basis, a full amendment and restatement of the memorandum and articles of association, and grants to directors of general unconditional mandates to allot additional Class B ordinary shares and to repurchase the company's own shares and/or American depositary shares on the terms set out in the meeting notices.

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Hesai and Grab (NASDAQ: GRAB) announced a strategic cooperation on Feb 4, 2026 making Grab the exclusive distributor of Hesai lidar products across Southeast Asia. The deal assigns Grab responsibility for sales, customer support and marketing to scale regional access to Hesai's lidar sensors for robotics, mapping and autonomous mobility.

The partnership aims to accelerate commercial deployment of lidar in manufacturing, logistics and mobility, leverage Grab's distribution networks, and ensure a stable supply of lidar technology for regional autonomous and embodied AI use cases.

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Hesai (HSAI) was ranked No.1 among lidar pure players for total patent holdings and patent families in KnowMade's LiDAR for Automotive Patent Landscape Analysis 2025. As of November 2025, the company reported 2,071 granted patents and pending applications and led in key segments including SPAD/SiPM, VCSEL, APD, anti-interference, MEMS, and 1550nm technologies. Hesai cited 33 anti-interference patent families, an IPE engine sampling at 24.6 billion times per second that removes over 99.9% environmental noise, and a patent strength index of 2,549 (ranking third globally). In 2025 Hesai delivered >1.6 million lidar units and plans to double capacity to 4 million units with a new Thailand factory.

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Hesai Group (NASDAQ: HSAI) announced an Extraordinary General Meeting (EGM) for shareholders on March 3, 2026 at 3:00 p.m. Beijing time at No.28 Ciyun Road, Yancheng Lake Peninsula, Suzhou Industrial Park, Jiangsu Province, China.

The EGM will consider the Proposed Resolutions described in the EGM notice; the board recommends shareholders and ADS holders vote in favor. Class A and Class B ordinary share meetings will be held the same day (Class A at 1:30 p.m. Beijing time; Class B at 2:00 p.m. Beijing time). Notices, circular and proxy forms are available at the company investor website. Record date for ordinary shares and ADS voting is close of business on February 2, 2026 (Hong Kong time for ordinary shares; New York time for ADSs). ADS holders must provide voting instructions to Deutsche Bank Trust Company Americas to exercise underlying Class B voting rights.

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Hesai (NASDAQ: HSAI) announced on Jan 6, 2026 that NVIDIA selected Hesai as a lidar partner for NVIDIA DRIVE Hyperion 10, a reference compute and sensor architecture designed to enable Level 4 fleet deployment. Hesai's ETX ultra-long-range, automotive-grade lidar qualified for the DRIVE Hyperion ecosystem, which pairs two DRIVE AGX Thor SoCs delivering more than 2,000 FP4 teraflops of real-time compute for 360-degree perception. The selection continues a collaboration with NVIDIA that began in 2019 and positions Hesai to support automakers and developers building Level 4-ready perception systems.

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Hesai Technology (NASDAQ: HSAI) announced a partnership with MOVIN on January 5, 2026 to supply Hesai's JT128 lidar for MOVIN's TRACIN 3D motion-capture device.

JT128 offers a 360° × 189° field of view, 128 channels, high-resolution low-latency point clouds, up to 12-hour tracking sessions, and a compact form factor that trims setup time from two hours to three minutes. The JT series has surpassed 200,000 cumulative deliveries. Hesai will demo JT128-enabled devices at CES 2026, Booth 5601.

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Hesai (NASDAQ: HSAI) announced at CES 2026 it will double annual lidar production capacity in 2026 from 2 million to over 4 million units to meet rising ADAS and robotics demand. The expansion builds on Hesai surpassing 2 million cumulative deliveries in 2025, four generations of proprietary ASICs, fully automated lines with a 10-second cycle time, and a new factory in Bangkok expected to begin operations in early 2027. Hesai reported ATX orders exceeding 4 million units with mass production and delivery starting in April 2026 and holds design wins with 24 automotive OEMs.

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Hesai Technology (NASDAQ: HSAI) announced a partnership to supply its second-generation solid-state lidar FTX for Meituan's Keeta Drone delivery fleet, aiming to accelerate low-altitude commercial drone logistics.

Key points: Keeta operates 65 delivery routes and has completed >740,000 deliveries. FTX offers 2x resolution, a 66% weight reduction, ultra-wide field of view, all-weather performance, and is slated for large-scale production and delivery in 2026. Keeta demonstrated a 2-km nighttime lidar-only flight, highlighting lidar-based navigation without satellite or vision reliance.

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FAQ

What is the current stock price of Hesai Group (HSAI)?

The current stock price of Hesai Group (HSAI) is $24.57 as of March 17, 2026.

What is the market cap of Hesai Group (HSAI)?

The market cap of Hesai Group (HSAI) is approximately 3.9B.

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