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 reports developments in three-dimensional light detection and ranging, or lidar, and 3D perception systems for ADAS-equipped passenger and commercial vehicles, autonomous mobility fleets, and robotics applications. News commonly covers unaudited financial results, shipment trends, product platforms, and deployments across automotive, logistics, service robot, and other physical AI use cases.
Company updates also include technology launches tied to in-house ASIC capabilities and integrated R&D, testing, and manufacturing, including platforms such as Picasso, ETX, Kosmo, and JT128. Other recurring items include safety and compliance collaborations, third-party lidar market reports, ESG publications, annual report notices, and ADR/HKEX-related corporate announcements.
Hesai (NASDAQ: HSAI) reported Q4 2025 net revenue of RMB1,000.5m (US$143.1m), Q4 lidar shipments of 631,095 units, and Q4 net income of RMB153.2m (US$21.9m). For full-year 2025, net revenue was RMB3,027.6m (US$432.9m), shipments 1,620,406 units, and net income RMB435.9m (US$62.3m).
The company achieved full-year GAAP profitability, raised 2026 shipment guidance to 3–3.5 million units, plans >4 million annual capacity in 2026, and cited partnerships with NVIDIA and regional distribution with Grab.
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.
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.
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.
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.
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.