Hesai Group Stock Price, News & Analysis

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.

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.

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.

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.

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.

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.

Hesai Technology (NASDAQ: HSAI) was named the only lidar company on Morgan Stanley's "Humanoid Tech 25" list of the world's 25 most influential robotics companies on Dec 15, 2025. The recognition cites Hesai's role in delivering 3D perception for real-world robotics and embodied AI.

Key disclosed metrics: Hesai exceeded 2 million cumulative automotive lidar deliveries in 2025, ranked No.1 in ADAS main lidar market share for nine consecutive months, operates fully automated lines producing one lidar every 10 seconds, and its JT-series robotics lidars surpassed 200,000 cumulative deliveries.

Hesai Technology (NASDAQ: HSAI) will exhibit at CES 2026 in Las Vegas from January 6–9, 2026 (LVCC West Hall #5601) to demo ADAS and robotics lidar solutions.

Hesai highlights surpassing 2 million cumulative lidar deliveries in 2025, design wins with 24 automotive OEMs across >120 vehicle models (deliveries slated 2026–2030), and live demos of its L3 automotive suite including long-range ETX, short-range FTX, and JT series lidars used by robotics customers.

Hesai Technology (Nasdaq: HSAI) on November 11, 2025 said it was selected by Li Auto to supply lidars for all models in Li Auto's next‑generation assisted driving platform, including the L Series, i Series and MEGA. Hesai will serve as Li Auto's exclusive lidar supplier and will continue providing automotive‑grade lidar products and perception technologies.

Li Auto has delivered over 1.46 million vehicles as of October 31, 2025, and made lidar standard across new models since May 2025. Hesai and Li Auto describe an ongoing collaboration since 2021 that includes development and mass production of lidar hardware, with plans to deepen cooperation to accelerate ADAS adoption.