Hesai Group (HSAI) Q2 2024 Earnings Call Transcript Summary
Hesai Group (HSAI) Q2 2024 Earnings Call Transcript Summary
The following is a summary of the Hesai Group (HSAI) Q2 2024 Earnings Call Transcript:
以下是Hesai Group (HSAI) 2024 Q2业绩会议议程摘要:
Financial Performance:
金融业绩:
Hesai Group achieved quarterly revenue of RMB 458.9 million, approximately USD 63.1 million.
Quarterly net loss narrowed by 33% QoQ to RMB 72.1 million, about USD 9.9 million.
Gross margin improved significantly to approximately 45%, attributed to effective cost management, economies of scale, and a high-margin service fee.
The full-year revenue forecast was revised to a range of RMB 2.0 billion to RMB 2.3 billion.
Hesai Group在第二季度实现了4589百万元人民币的季度营业收入,约为6310万美元。
季度净亏损环比下降33%至721百万元人民币,约为990万美元。
毛利率显着提高至约45%,归因于有效成本管理、规模经济和高利润服务费。
全年收入预测已修订为20亿人民币至23亿人民币的区间。
Business Progress:
业务进展:
Hesai has secured design wins with 19 OEMs globally for over 70 vehicle models.
Exclusive long-range LiDAR supplier for 13 OEMs, reflecting strong market confidence.
Achieved significant design wins, including an exclusive agreement with a leading EV maker to adopt Hesai's next-generation L3 ultra high-performance LiDAR for all new models releasing in 2025.
Anticipated significant adoption and scale of new ATX ADAS LiDAR, starting SOP in Q1 2025 with several major OEMs.
Hesai已在全球范围内与19家原始设备制造商获得设计赢家,以供超过70种车型。
13家原始设备制造商的独家长程激光雷达供应商,反映出市场的强大信心。
取得了重大设计获胜,包括与一家领先的电动汽车制造商达成协议,采用Hesai的下一代L3超高性能激光雷达用于2025年发布的所有新型号。
预计新的ATX ADAS激光雷达将得到大规模采用,从2025年第一季度开始与几家主要原始设备制造商合作。
Opportunities:
机会:
The thriving robotaxi market and the high penetration of ADAS technology in vehicles provide substantial growth opportunities, strengthened by strategic partnerships and significant design wins.
繁荣的Robotaxi市场和车辆中高渗透率的ADAS技术为强大的增长机遇提供了支持,加强了战略合作伙伴关系和重大设计赢家。
Risks:
风险:
The technology shift away from LiDAR by some manufacturers poses a potential challenge, emphasizing the need for competitive performance and pricing strategies to maintain market share.
一些制造商转向非激光雷达的技术转变可能带来潜在的挑战,强调了保持市场份额的竞争性能力和定价策略的必要性。
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示:本文由AI生成。文章内容的准确性无法完全保证。有关更全面的详细信息,请参阅IR网站。本文只是为投资者提供参考,没有任何指导或推荐建议。