禾赛面向机器人市场单月交付激光雷达超过20,000台，覆盖移动机器人、配送机器人、清扫机器人、割草机器人等多个领域。Monthly lidar delivery surpasses 0.1 million mark, HSAI.US (HSAI.US) rises more than 16%
Overnight, the stock price of the US stock market continued to soar 16%, and the stock price quadrupled in three months.
Hesai announced on December 30 that in December 2024, the number of lidar deliveries exceeded 100,000 units, making it the first lidar company in the world to deliver more than 0.1 million units in a single month.
Hesai delivered more than 20,000 lidars to the robotics market in a single month, covering various fields such as mobile robots, delivery robots, cleaning robots, and mowing robots.
Great Wall Securities said that as domestic and foreign manufacturers continue to raise their awareness of the importance of lidar in intelligent driving, lidar may usher in large-scale application.
SPDB International released a research report saying that Chinese lidar manufacturers are latecomers first, and the automotive application market is leading the way.
On the one hand, Chinese manufacturers were the first to launch vehicles in 2022, and their share of revenue and shipment volume in 2023 has already had an overwhelming advantage; moreover, overseas suppliers have further lost targeted projects due to slow mass production. Hesai and Suteng have won nearly 80% of the world's fixed-point cooperation, laying a solid foundation for the basic shipping volume within the next 2-3 years. On the other hand, the potential market size of the industry provides sufficient room for both leading players to expand, and the two leading lidar manufacturers are still in a good competitive position in the industry.
Hong Kong stocks of lidar manufacturers:
Suteng Juchuang (02498): RoboSense (RoboSense) was founded in 2014 and is headquartered in Shenzhen. It is a leading domestic lidar technology company. Its products cover lidar hardware, hypervision integrated sensing software and integrated solutions. Sagitengjuchuang's revenue for the first three quarters was RMB 1.135 billion, an increase of 91.51% year over year, exceeding total revenue for the full year of 2023. The cumulative sales volume of lidars in the first three quarters reached 381,900 units, an increase of 259.6% over the previous year; by the end of the third quarter, the Group's total historical total lidar sales had exceeded 0.72 million units, setting a new industry delivery record. The company's advanced smart driving and robotics business is growing rapidly. The L4 level autonomous driving business has received SOP fixed-point cooperation from a number of industry-leading L4+ autonomous driving companies. In terms of robots, the company has cooperated with a number of important industrial, commercial, and consumer customers using the E-lidar platform to complete the joint development of new products in different vertical fields. The products are expected to be delivered within the next 18 months.
