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禾赛(HSAI)
盘后
22.41
0.01
+0.04%
19:58 EST
22.40
-0.51
-2.23%
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独立投资者吴强
·
12-31 15:45
$禾赛-W(02525)$
明年四月禾赛会入港股通，各位准备好了吗[开心][开心]
$禾赛-W(02525)$明年四月禾赛会入港股通，各位准备好了吗[开心][开心]
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编组 21备份 2
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我也玩穿越
·
12-30 17:00
长期看，ADAS拿到120款车型定点，Robotaxi市场也是领头羊，有订单才是支撑
$禾赛(HSAI)$
$禾赛-W(02525)$
长期看，ADAS拿到120款车型定点，Robotaxi市场也是领头羊，有订单才是支撑 $禾赛(HSAI)$ $禾赛-W(02525)$
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编组 21备份 2
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伐木的小猫
·
12-29 16:42
仓位不重，今天这走势不急卖，再等等风来。
$禾赛(HSAI)$
$禾赛-W(02525)$
仓位不重，今天这走势不急卖，再等等风来。 $禾赛(HSAI)$ $禾赛-W(02525)$
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编组 21备份 2
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独立投资者吴强
·
2025-12-26
$禾赛-W(02525)$
$禾赛(HSAI)$
智能驾驶和机器人自动化两大趋势都在上升期，作为核心感知部件，激光雷达的赛道还很长。禾赛双轨并进，可以持续关注，美股盘前已经涨超1%了
$禾赛-W(02525)$ $禾赛(HSAI)$ 智能驾驶和机器人自动化两大趋势都在上升期，作为核心感知部件，激光雷达的赛道还很长。禾赛双轨并进，可以持续...
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编组 21备份 2
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独立投资者吴强
·
2025-12-25
$禾赛-W(02525)$
禾赛与美团无人机合作落地，FTX激光雷达定点量产，低空经济这波禾赛卡位挺准的。
$禾赛-W(02525)$禾赛与美团无人机合作落地，FTX激光雷达定点量产，低空经济这波禾赛卡位挺准的。
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3
编组 21备份 2
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徐君论财
·
2025-12-25
$禾赛-W(02525)$
禾赛加了一层仓，下周一看你表演了[得意] [得意]
$禾赛-W(02525)$ 禾赛加了一层仓，下周一看你表演了[得意] [得意]
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编组 21备份 2
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智慧与勇气
·
2025-12-25
华创证券昨天首次覆盖禾赛，给了“强推”和目标价235.93港元。激光雷达还是要看禾赛。
$禾赛(HSAI)$
$禾赛-W(02525)$
华创证券昨天首次覆盖禾赛，给了“强推”和目标价235.93港元。激光雷达还是要看禾赛。 $禾赛(HSAI)$ $禾赛-W(02525)$
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编组 21备份 2
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前朝墨子
·
2025-12-25
看了下研报，禾赛的技术和制造壁垒确实比较突出。它是全球唯一全栈自研的激光雷达公司，成本控制做得好，产线自动化率高。在Robotaxi市场市占率也很高，股价拉升只是时间的问题
$禾赛(HSAI)$
$禾赛-W(02525)$
看了下研报，禾赛的技术和制造壁垒确实比较突出。它是全球唯一全栈自研的激光雷达公司，成本控制做得好，产线自动化率高。在Robotaxi市场市占率也很高，股价...
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编组 21备份 2
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对的对的
·
2025-12-25
$禾赛-W(02525)$
垃圾上来就跌50%，反弹也不知道什么时候回本
$禾赛-W(02525)$ 垃圾上来就跌50%，反弹也不知道什么时候回本
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编组 21备份 2
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博尔投资笔记
·
12-31 13:13
禾赛2025年度高光时刻
2025 是突破的一年，L2 级组合辅助驾驶已下探至 10 万元 级推动“智驾平权”，L3 级有条件自动驾驶搭载多颗激光雷达 “首批”获批上路，L4 级 Robotaxi 搭载多达 10 颗激光雷达 跑在全球 11 国 30 城，机器人激光雷达已批量应用在割草机、无人机、机器狗、人形机器人。 对于禾赛2025 更是收获的一年，禾赛让创业以来的首个愿景，“全球 1% 的车辆具备三维感知能力”变为现实，还做到了世界第一的年交付量、历史交付量，市场占有率等全新行业里程碑，也率先实现盈利，实现商业成功的历史性突破。 安全、领先、盈利、爆发…… 这些耀眼的关键词，都是禾赛的 2025 高光时刻。 百万台下线 全球首家年产量突破百万台的激光雷达企业 2025 年，禾赛激光雷达交付量指数级增长，接连突破累计 100 万、年度 100 万、月交付超 20 万和累计 200 万里程碑。禾赛正以超级产能迎接多线增长的全新时代。禾赛自建的高自动化激光雷达生产线采用业内先进的智能制造技术，应用大量智能工业机器人，核心工序自动化率 100%，目前已做到每 10 秒下线一台激光雷达。 领跑市场 主车载激光雷达市占率高达近50% 禾赛激光雷达已成为辅助驾驶的安全标配。据盖世研究院最新数据，禾赛已连续 10 个月稳居市场第一，是第二名的 1.6 倍、第三名的 2.3 倍。禾赛已获 24 家主机厂超过 120 个车型的量产定点，核心客户包括某欧洲顶级主机厂、某全球新能源销量冠军车企、理想、小米、长安、吉利、长城、奇瑞、极氪、零跑、上汽奥迪、上汽通用、丰田旗下合资品牌等头部车企。而且，禾赛已斩获前两大 ADAS 客户 2026 年全系车型定点合作，并实现 100% 标配。禾赛 ATX 焕新版也成为最受市场期待的激光雷达，在手订单规模已超过 400 万台，来自多家全球头部主机厂，将于 2026 年 4 月开启量
禾赛2025年度高光时刻
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独立投资者吴强
·
2025-12-23
$禾赛-W(02525)$
$禾赛(HSAI)$
禾赛此次获得美团无人机批量生产定点，纯固态激光雷达FTX将应用于无人机场景。这下低空物流真要跑通了，连晚上都能飞，市场增长潜力巨大。
$禾赛-W(02525)$ $禾赛(HSAI)$ 禾赛此次获得美团无人机批量生产定点，纯固态激光雷达FTX将应用于无人机场景。这下低空物流真要跑通了，连晚...
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编组 21备份 2
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博尔投资笔记
·
2025-12-25
禾赛：激光为炬，照见智驾与端侧AI的感知基石
禾赛科技是全球领先的激光雷达研发与制造企业。公司2014年成立，2023年于纳斯达克上市，2025年9月于港交所上市，构建了AT/ET/FT/Pandar /OT/XT/QT/JT 8大产品系列，覆盖ADAS、自动驾驶及机器人市场。2020至2024年，公司激光雷达交付量从0.4万台快速增长至50.2万台，预计2025年有望交付超150万台。2024年公司首次达成全年Non-GAAP盈利，也实现了全年经营和净现金流为正。25Q3公司实现净利润2.6亿元、创历史新高，全年净利润指引上调至3.5-4.5亿元，呈现持续高速增长趋势。 随智驾市场演进，激光雷达有望迎规模化拐点。据盖世汽车，随“智驾平权”趋势发展，激光雷达2025年国内装机量有望冲击250万颗、渗透率达9.0%，价格也下探至近1450元。展望未来，受益于L2+/L3/L4法规逐步落地，激光雷达渗透率有望持续提升；而价格端，当前单颗激光雷达价格下行空间有限，叠加高性能、多颗的方案有望成为趋势，车载激光雷达市场规模有望快速扩容。我们预计2030/2035年全球车载激光雷达市场规模有望达90/148亿美元。 作为全球领先的激光雷达企业，公司中长期的竞争壁垒与投资价值突出： 技术壁垒：自主研发实力强劲，是首个成功将芯片方案同时应用于发射模块和接收模块的企业，也是目前全球唯一全栈自研的激光雷达企业，8年自研四代芯片，推动激光雷达成本降低99.5%，最新平台实现七大关键部件100%自研。 制造壁垒：全球领先的智能制造体系，拥有全球首个研发制造一体化的激光雷达智造中心，制造团队深度参与研发，以量产标准试新品，平衡性能、质量与成本；自建产线核心工序自动化率达100%，每10秒可下线一台激光雷达；研发与制造紧密结合，既能提高产品迭代速度，也能保障大规模量产质量。 客户壁垒：广受多家头部ADAS/机器人客户认可。①ADAS：与理想、零跑
禾赛：激光为炬，照见智驾与端侧AI的感知基石
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编组 21备份 2
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博尔投资笔记
·
2025-12-22
智能驾驶概念走强
12月22日，A股和港股智能驾驶概念活跃。截至9时50分，浙江世宝5连板，万集科技、汉鑫科技涨超10%，小马智行涨超8%，长安汽车、禾赛、文远知行等涨超3%。 消息方面，长安汽车官方消息称，12月20日，首块L3级自动驾驶专用正式号牌“渝AD0001Z”在重庆诞生，由重庆市公安局交通管理总队正式授予长安汽车，标志着长安汽车开启L3级自动驾驶时代。 12月15日，工业和信息化部正式公布我国首批L3级有条件自动驾驶车型准入许可，两款分别适配城市拥堵、高速路段的车型将在北京、重庆指定区域开展上路试点，标志着我国L3级自动驾驶从测试阶段迈入商业化应用的关键一步。
$禾赛-W(02525)$
$浙江世宝(01057)$
$长安汽车(000625)$
智能驾驶概念走强
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编组 21备份 2
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港股解码
·
2025-12-24
自动驾驶迎里程碑！北京首发L3专用号牌，概念股活跃
12月24日，港股自动驾驶板块异动拉升，多只概念股表现活跃。其中，
$浙江世宝(01057)$
涨3.81%，
$禾赛-W(02525)$
涨3.44%，
$图达通(02665)$
、速腾聚创（02498.HK）、黑芝麻智能（02533.HK）等也纷纷跟涨。 板块行情火热的背后，是国内L3级自动驾驶商业化落地的关键一步。 12月23日，北京市公安局交通管理局向北京出行汽车服务有限公司名下的三辆北汽极狐智能网联汽车，发放了首批L3级高速公路自动驾驶车辆专用号牌。这标志着我国自动驾驶产业正式从“技术验证”迈入“量产应用”新阶段，被视为行业发展的里程碑。 此前在12月20日，重庆市也已发放了首块L3级自动驾驶专用正式号牌“渝AD0001Z”，由重庆市公安局交通管理总队授予长安汽车（000625.SZ）。 L3级自动驾驶是什么？ L3级，全称为“有条件自动驾驶”。即在高速公路、封闭快速路等特定条件下，系统可以接管全部驾驶任务，允许驾驶员在限定条件下合法地“脱手脱眼”。 最关键的是，在系统运行期间，驾驶责任首次从驾驶员转移至车辆本身。这正是此次发放专用号牌的核心法律意义所在。 据悉，北京此次上牌的3辆L3级自动驾驶汽车，号牌分别为京AA0001Z、京AA0733Z、京AA0880Z。该车型在限定条件下，可实现高速公路和城市快速路单车道内、最高时速80公里的自动驾驶功能。 “准考证”与“身份证”的根本区别 此前，国内已有比亚迪（01211.HK）、理想汽车（02015.HK）、小鹏（09868.HK）、小米（01810.HK）、广汽昊铂等均获得
自动驾驶迎里程碑！北京首发L3专用号牌，概念股活跃
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编组 21备份 2
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權威播報
·
2025-12-23
强强联合：禾赛科技与美团无人机达成战略合作
12月22日，激光雷达企业禾赛科技宣布与美团无人机于近日达成战略合作，禾赛第二代纯固态感知定位激光雷达FTX正式获得美团无人机量产定点。禾赛科技称，这一合作不仅实现了激光雷达技术与低空物流场景的深度融合，更标志着两家行业头部企业联手推动低空经济产业化落地取得重要突破。 12月19日，美团无人机在上海发布的一体化低空航网，将无人机配送从“点对点”的航线探索推向“城市级航网”阶段。据介绍，美团无人机已在深圳、北京、上海、广州、香港、迪拜等城市累计开通航线65条，累计完成订单超74万单。 禾赛科技称，在高密度的低空交通环境中，激光雷达的三维感知能力成为保障安全通行的核心技术支撑之一。相比传统的视觉感知方案，激光雷达不受光照条件影响，在夜晚、雾霾等恶劣天气下仍能保持稳定可靠的探测性能，可以大幅提升无人机配送的全天时运营能力。实际运营中的无人机也需要面对城市复杂的低空环境，包括建筑物遮挡、电线交错、突发障碍物等。激光雷达可以帮助无人机发现航线上的其他空间飞行器、电线、树枝等细小障碍物，为低空航网的安全通行提供安全保障。 根据禾赛科技官方消息，禾赛纯固态感知定位激光雷达FTX分辨率较上一代提升超2倍，同时体积大幅优化，大幅降低无人机集成难度与制造成本。同时，激光雷达FTX的超广视场角也可精准检测空间内的细小障碍物，并能重点提升无人机在夜晚、雾霾等恶劣天气下的环境感知能力。据透露，禾赛科技激光雷达FTX计划于2026年启动大规模量产交付。
$禾赛(HSAI)$
$禾赛-W(02525)$
$美团-W(03690)$
强强联合：禾赛科技与美团无人机达成战略合作
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无风水面
·
2025-12-19
不求涨停，只求涨不停，稳点好
$禾赛(HSAI)$
$禾赛-W(02525)$
不求涨停，只求涨不停，稳点好 $禾赛(HSAI)$ $禾赛-W(02525)$
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独立投资者吴强
·
2025-12-18
$禾赛(HSAI)$
最近在21附近反复试探，如果能站稳，是不是可以博个普涨行情[得意]
$禾赛(HSAI)$最近在21附近反复试探，如果能站稳，是不是可以博个普涨行情[得意]
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量化大師公
·
2025-12-15
禾赛“霸榜”双赛道：全球人形机器人25强唯一激光雷达玩家，车载主雷达再夺九连冠
全球人形机器人关键技术榜单发布，中国7家企业上榜，涵盖AI、感知与控制全链条。禾赛科技以领先的激光雷达技术，为机器人提供高精度、强抗干扰的环境感知解决方案，成为核心传感器代表。此外，百度、阿里、科大讯飞等分别在大模型、云计算与语音交互构筑“大脑”能力；均胜电子、德赛西威、地平线则在执行控制与算法芯片领域提供支撑。全产业链协同，正推动机器人向更智能、更可靠的未来加速迈进。 几乎同一时间，盖世汽车数据：2024年1-10月车载主激光雷达装机量，禾赛以绝对优势稳居第一，连续9个月蝉联冠军。 一边切入未来人形机器人供应链，一边继续横扫智能车市，禾赛用两套“第一”证明——好雷达，通吃车与机器人。
$禾赛(HSAI)$
$禾赛-W(02525)$
@爱发红包的虎妞
@话题虎
禾赛“霸榜”双赛道：全球人形机器人25强唯一激光雷达玩家，车载主雷达再夺九连冠
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极道行者
·
2025-12-15
L3从测试转商用，第一步只放了两款车，极狐和长安，长安的激光雷达用的禾赛，这下好了，禾赛先占了一半，赛道刚开闸，筹码先锁，剩下的就看订单什么时候落地了
$禾赛(HSAI)$
$禾赛-W(02525)$
L3从测试转商用，第一步只放了两款车，极狐和长安，长安的激光雷达用的禾赛，这下好了，禾赛先占了一半，赛道刚开闸，筹码先锁，剩下的就看订单什么时候落地了 $...
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独立投资者吴强
·
2025-12-15
$禾赛-W(02525)$
禾赛这34%的市占率已经连坐9个月铁王座，太强了[强]
$禾赛-W(02525)$禾赛这34%的市占率已经连坐9个月铁王座，太强了[强]
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公司概况
公司名称
禾赛
所属市场
NASDAQ
成立日期
- -
员工人数
- -
办公地址
- -
公司网址
http://www.hesaitech.com
邮政编码
- -
联系电话
- -
联系传真
- -
公司概况
Hesai Group是一家主要从事提供三维激光雷达（LiDAR）解决方案的控股公司。该公司的主要业务包括设计、开发、制造及销售激光雷达产品。该公司的主要产品包括AT系列、ET系列及FT系列等。该公司的产品应用于支持高级驾驶辅助系统（ADAS）的乘用车和商用车，自动驾驶汽车及机器人领域。该公司在国内市场和海外市场开展业务。
2025-10-09
员工持股计划
Form S-8 POS - Securities to be offered to employees in employee benefit plans, post-effective amendments
Form S-8 POS - Securities to be offered to employees in employee benefit plans, post-effective amendments
2025-04-01
年度报告
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
2025-03-13
关联方拟减持公告
Form 144 | Hesai Group高管 Li Yifan 拟减持100.8万股，总价约2273.3万美元
Form 144 | Hesai Group高管 Li Yifan 拟减持100.8万股，总价约2273.3万美元
2025-03-13
关联方拟减持公告
Form 144 | Hesai Group高管Xiang Shaoqing拟减持100.75万股，总价约2271.99万美元
Form 144 | Hesai Group高管Xiang Shaoqing拟减持100.75万股，总价约2271.99万美元
2025-03-13
关联方拟减持公告
Form 144 | Hesai Group 高管兼董事 Sun Kai 拟减持102.8325万股，总价约2318.87万美元
Form 144 | Hesai Group 高管兼董事 Sun Kai 拟减持102.8325万股，总价约2318.87万美元
2024-04-25
年度报告
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
2024-03-05
超过5%披露
Form SC 13G/A - Statement of acquisition of beneficial ownership by individuals: [Amend]
Form SC 13G/A - Statement of acquisition of beneficial ownership by individuals: [Amend]
2024-02-14
超过5%披露
Form SC 13G - Statement of acquisition of beneficial ownership by individuals
Form SC 13G - Statement of acquisition of beneficial ownership by individuals
2024-02-14
超过5%披露
Form SC 13G - Statement of acquisition of beneficial ownership by individuals
Form SC 13G - Statement of acquisition of beneficial ownership by individuals
2024-02-14
超过5%披露
Form SC 13G - Statement of acquisition of beneficial ownership by individuals
Form SC 13G - Statement of acquisition of beneficial ownership by individuals
2024-02-14
超过5%披露
Form SC 13G - Statement of acquisition of beneficial ownership by individuals
Form SC 13G - Statement of acquisition of beneficial ownership by individuals
2024-02-14
超过5%披露
Form SC 13G - Statement of acquisition of beneficial ownership by individuals
Form SC 13G - Statement of acquisition of beneficial ownership by individuals
2024-02-09
超过5%披露
Form SC 13G - Statement of acquisition of beneficial ownership by individuals
Form SC 13G - Statement of acquisition of beneficial ownership by individuals
2024-02-07
超过5%披露
Form SC 13G - Statement of acquisition of beneficial ownership by individuals
Form SC 13G - Statement of acquisition of beneficial ownership by individuals
2024-02-07
超过5%披露
Form SC 13G - Statement of acquisition of beneficial ownership by individuals
Form SC 13G - Statement of acquisition of beneficial ownership by individuals
分时
5日
日
周
月
数据加载中...
最高
23.04
今开
22.98
量比
0.74
最低
22.40
昨收
22.91
换手率
0.71%
热议股票
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禾赛科技称，在高密度的低空交通环境中，激光雷达的三维感知能力成为保障安全通行的核心技术支撑之一。相比传统的视觉感知方案，激光雷达不受光照条件影响，在夜晚、雾霾等恶劣天气下仍能保持稳定可靠的探测性能，可以大幅提升无人机配送的全天时运营能力。实际运营中的无人机也需要面对城市复杂的低空环境，包括建筑物遮挡、电线交错、突发障碍物等。激光雷达可以帮助无人机发现航线上的其他空间飞行器、电线、树枝等细小障碍物，为低空航网的安全通行提供安全保障。 根据禾赛科技官方消息，禾赛纯固态感知定位激光雷达FTX分辨率较上一代提升超2倍，同时体积大幅优化，大幅降低无人机集成难度与制造成本。同时，激光雷达FTX的超广视场角也可精准检测空间内的细小障碍物，并能重点提升无人机在夜晚、雾霾等恶劣天气下的环境感知能力。据透露，禾赛科技激光雷达FTX计划于2026年启动大规模量产交付。 $禾赛(HSAI)$ $禾赛-W(02525)$ 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