Hesai to Exhibit at CES 2026 with Cutting-Edge ADAS and Robotics Lidar Solutions

Rhea-AI Summary

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.

News Market Reaction

+4.58%

4 alerts

+4.58% News Effect

+3.4% Peak Tracked

+$143M Valuation Impact

$3.26B Market Cap

0.1x Rel. Volume

On the day this news was published, HSAI gained 4.58%, reflecting a moderate positive market reaction. Argus tracked a peak move of +3.4% during that session. Our momentum scanner triggered 4 alerts that day, indicating moderate trading interest and price volatility. This price movement added approximately $143M to the company's valuation, bringing the market cap to $3.26B at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Cumulative lidar deliveries: 2,000,000+ units Automotive OEM design wins: 24 OEMs Vehicle models covered: 120+ models +5 more

8 metrics

Cumulative lidar deliveries 2,000,000+ units Global deliveries as of 2025 highlighted in CES 2026 release

Automotive OEM design wins 24 OEMs Mass-production programs for ADAS with deliveries 2026–2030

Vehicle models covered 120+ models Models tied to Hesai lidar design wins mentioned in CES release

Q3 2025 net revenues RMB795.4M (US$111.7M) Third quarter 2025 unaudited financial results

Q3 2025 net income RMB256.2M (US$36.0M) Third quarter 2025 unaudited financial results

Q3 2025 gross margin 42.1% Third quarter 2025 unaudited financial results

FY 2025 GAAP net income guidance RMB350–450M Guidance range raised in Q3 2025 results

Hong Kong listing proceeds US$614M Raised via dual-primary listing, after greenshoe

Market Reality Check

Price: $26.00 Vol: Volume 1,692,901 is below...

low vol

$26.00 Last Close

Volume Volume 1,692,901 is below the 20-day average of 2,875,491 (relative volume 0.59x). low

Technical Shares at $20.44 are trading slightly below the $20.97 200-day moving average, after a 2.55% gain.

Peers on Argus

HSAI gained 2.55% while peers were mixed: VC +0.17%, ATMU +1.35%, DAN +1.98%, GT...

HSAI gained 2.55% while peers were mixed: VC +0.17%, ATMU +1.35%, DAN +1.98%, GTX +2.09%, AAP -1.99%, suggesting a stock-specific move rather than a broad auto-parts rally.

Historical Context

5 past events · Latest: Dec 04 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 04	Trade show update	Positive	+4.6%	CES 2026 exhibition and scale milestones above 2M lidar deliveries.
Nov 11	Customer win	Positive	-9.9%	Exclusive lidar supplier selection for Li Auto’s next-gen platform.
Nov 11	Earnings results	Positive	-9.9%	Q3 2025 revenue, profit, raised guidance and Hong Kong listing proceeds.
Oct 24	Earnings notice	Neutral	+0.7%	Announcement of timing and access details for Q3 2025 earnings call.
Oct 03	Production milestone	Positive	-1.0%	First lidar company to produce 1M units in 2025 and outline capacity.

Pattern Detected

Recent history shows several positive operational updates and strong earnings met with negative or muted reactions, indicating a tendency for sell-the-news behavior on good fundamentals.

Recent Company History

Over the last few months, Hesai has highlighted rapid scale-up and growing commercial traction. In October 2025, it announced production of its 1,000,000th lidar unit in 2025 and capacity toward 2 million units, yet shares slipped. Q3 2025 results showed RMB795.4M net revenue, solid margins, raised net income guidance, and proceeds of US$614M from a Hong Kong listing, but the stock fell about 9.9%. The current CES 2026 exhibition news, tied to surpassing 2 million cumulative deliveries and broad OEM adoption, aligns with a more positive price response.

Market Pulse Summary

This announcement showcases Hesai’s presence at CES 2026 and underlines its scale, including surpass...

Analysis

This announcement showcases Hesai’s presence at CES 2026 and underlines its scale, including surpassing 2 million cumulative lidar deliveries and securing design wins from 24 automotive OEMs across 120+ models. It builds on earlier milestones such as producing 1,000,000 units in 2025 and reporting Q3 net revenues of RMB795.4M with a 42.1% gross margin. Investors may watch how these commercial wins translate into sustained revenue growth and profitability over 2026–2030.

Key Terms

adas, lidar, l3

3 terms

adas technical

"In 2025, Hesai became the world's first lidar company... amid rapidly growing global demand for advanced autonomy."

Advanced Driver Assistance Systems (ADAS) are electronic systems in vehicles that assist the driver with safety tasks. Examples include automatic emergency braking, lane keeping assist, and adaptive cruise control. These systems use sensors and cameras to improve vehicle safety.

lidar technical

"Hesai Technology (NASDAQ: HSAI; HKEX: 2525), a global leader in lidar solutions, announced today..."

Lidar, which stands for Light Detection and Ranging, is a technology that uses laser beams to create detailed, three-dimensional maps of the environment. It works like a sophisticated eye that measures distances by bouncing light off objects, helping machines see and understand their surroundings. For investors, lidar is important because it enables advancements in autonomous vehicles, robotics, and mapping, which can drive innovation and growth in related industries.

l3 technical

"As safety redundancy requirements and new regulations take hold, each L3 vehicle is expected to adopt three to six lidars..."

L3 (Level 3) is a category in accounting that describes assets or liabilities valued using unobservable inputs—meaning their prices aren’t available from markets and rely on management’s own assumptions or models. It matters to investors because Level 3 items carry more uncertainty and judgment, so they can materially affect reported profits and balance sheets; think of them as a recipe with hidden ingredients that are harder to verify than items bought off a shelf.

AI-generated analysis. Not financial advice.

PALO ALTO, Calif., Dec. 4, 2025 /PRNewswire/ -- Hesai Technology (NASDAQ: HSAI; HKEX: 2525), a global leader in lidar solutions, announced today that it will exhibit at the Consumer Electronics Show (CES) 2026 in Las Vegas from January 6–9 (LVCC West Hall #5601). In 2025, Hesai became the world's first lidar company to surpass 2 million cumulative lidar deliveries, enabling large-scale deployments across automotive and robotics applications amid rapidly growing global demand for advanced autonomy.

The ADAS market is experiencing rapid growth, and lidar has become a standard safety feature. To date, Hesai has secured design wins from 24 automotive OEMs for their mass-production programs, covering over 120 vehicle models, with deliveries scheduled between 2026 to 2030. As safety redundancy requirements and new regulations take hold, each L3 vehicle is expected to adopt three to six lidars, significantly broadening Hesai's addressable market. At CES, Hesai will showcase live demos of its next-generation L3 automotive lidar suite, featuring the long-range lidar ETX and short-range lidar FTX.

Beyond the automotive market, the robotics industry is entering a new era driven by AI-powered systems. Hesai's lidar delivers the high-fidelity sensing that enables robots to perceive, localize, and operate safely at scale. Leading innovators, including MOVA (lawnmowing robot), Roboterra (humanoid robot), Vbot (intelligent companion robot), and Realsee (3D spatial digitalization device) are already integrating Hesai's JT series lidars into their products. At CES, visitors will be able to explore these applications firsthand and experience how Hesai is helping power the next wave of autonomy in robotics and physical AI.

For more information, or to book an interview with the Hesai team on-site, members of the media are invited to contact our PR team at pr@hesaitech.com. 

View original content:https://www.prnewswire.com/news-releases/hesai-to-exhibit-at-ces-2026-with-cutting-edge-adas-and-robotics-lidar-solutions-302632618.html

SOURCE Hesai Technology

FAQ

When and where will Hesai (HSAI) exhibit at CES 2026?

Hesai will exhibit at CES 2026 in Las Vegas from January 6–9, 2026 at LVCC West Hall #5601.

What Hesai products will be showcased at CES 2026 and what are their uses?

Hesai will demo its L3 automotive lidar suite including long-range ETX, short-range FTX, and JT series lidars for automotive ADAS and robotics applications.

How many lidar units has Hesai delivered and what automotive traction does HSAI report?

Hesai reports surpassing 2 million cumulative lidar deliveries in 2025 and design wins with 24 automotive OEMs covering over 120 vehicle models.

What delivery timeline did Hesai provide for its automotive design wins (HSAI)?

Hesai indicated deliveries for those automotive programs are scheduled between 2026 and 2030.

Which robotics customers are integrating Hesai JT series lidars?

Named integrators include MOVA (lawnmowing robot), Roboterra (humanoid robot), Vbot (companion robot), and Realsee (3D spatial device).

How can media request an on-site interview with Hesai at CES 2026?

Members of the media can contact Hesai's PR team at pr@hesaitech.com to book an interview.