<blockquote>
<ul>
<li>禾赛第一季度净营收达 6.806 亿元人民币，激光雷达总出货量同比翻倍以上。</li>
<li>禾赛成为梅赛德斯 - 奔驰 L3 级自动驾驶车型的战略供应商，并拓展至空间智能领域。</li>
</ul>
</blockquote><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026051909294855.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026051909294855.jpg"/></p><p>（资料图显示禾赛激光雷达。图片来源：CnEVPost）</p><p>中国激光雷达制造商禾赛集团（NASDAQ: HSAI）在出货量激增的推动下，第一季度报告利润增长。</p><p>截至 3 月 31 日的三个月内，公司净利润为 1830 万元人民币（270 万美元），标志着禾赛连续第四个季度实现 GAAP 盈利。</p><p>相比之下，去年同期净亏损为 1750 万元人民币。</p><p>加入我们的 Telegram 或 Google News</p><p>公司第一季度净营收同比增长 29.6%，至 6.806 亿元人民币。</p><p>强劲的财务表现由出货量的大幅增加驱动。第一季度激光雷达总出货量激增 140.9%，达到 471,723 台。</p><p>其中，ADAS（高级驾驶辅助系统）激光雷达出货量达到 353,441 台，同比增长 141.9%；机器人激光雷达出货量为 118,282 台，同比增长 137.8%。</p><p>禾赛首席执行官李一凡今日宣布了一项重大业务里程碑。公司已成为梅赛德斯 - 奔驰支持 L3 级自动驾驶车型的战略激光雷达合作伙伴及确认供应商。</p><p>这项新的供应协议将支持梅赛德斯 - 奔驰在欧洲和中国的项目，激光雷达生产将由禾赛在泰国新建的 Galileo 制造中心提供支持。</p><p>公司正经历重大的战略演变。禾赛宣布将其业务重心从 “空间感知” 扩展至 “空间智能”。</p><p>为反映这一变化，公司已将财务报告结构细化为两个主要分部——“激光雷达业务” 和 “战略增长计划（SGI）”。</p><p>作为新战略的一部分，禾赛在 2026 年 4 月的技术日活动上发布了其首款空间智能设备 Kosmo，旨在为物理人工智能时代构建现实世界的 3D 数据基础设施。</p><p>管理层预计，战略增长计划今年将贡献约 1 亿元人民币的净营收。这一全新的收入来源预计将在 2026 年第二季度开始显现。</p><p>尽管营收和出货量急剧增长，禾赛第一季度的毛利率从去年同期的 41.7% 下降至 39.1%。这主要归因于利润率相对较低的产品对营收的贡献增加。</p><p>此外，禾赛推出了全球首款 6D 全彩色超灵敏芯片 Picasso。这项新技术将应用于其高端 ETX 激光雷达型号。该型号预计将于 2026 年下半年开始量产。</p><p>展望未来，禾赛对其第二季度的表现持乐观态度。</p><p>公司预计第二季度净营收将在 8.5 亿至 9 亿元人民币之间，代表同比增长约 20% 至 27%。</p><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/03/2026032409084159-768x432.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/03/2026032409084159-768x432.jpg"/></p><p>激光雷达出货量翻两倍，禾赛实现首个全年盈利</p><p>禾赛在 2025 年实现净利润 4.359 亿元人民币（6230 万美元），标志着其首次实现全年盈利。</p>

禾赛科技

禾赛-W

MBGYY

工业创新 ETF - ARK

<p>禾赛集团第一季度净营收达 6.806 亿元人民币，激光雷达出货量同比翻倍以上，实现净利润 1830 万元人民币。公司已与梅赛德斯 - 奔驰就 L3 级自动驾驶车型建立战略合作伙伴关系。尽管营收增长，毛利率降至 39.1%。禾赛预计第二季度营收在 8.5 亿至 9 亿元人民币之间，同比增长 20%-27%</p>

<blockquote>
<ul>
<li>Hesai's Q1 net revenues reached 680.6 million yuan, with total LiDAR shipments more than doubling year-on-year.</li>
<li>Hesai becomes a strategic supplier for Mercedes-Benz L3 autonomous driving models and expands into spatial intelligence.</li>
</ul>
</blockquote>
<div class="lb-trans"><blockquote>
<ul>
<li>禾赛第一季度净营收达 6.806 亿元人民币，激光雷达总出货量同比翻倍以上。</li>
<li>禾赛成为梅赛德斯 - 奔驰 L3 级自动驾驶车型的战略供应商，并拓展至空间智能领域。</li>
</ul>
</blockquote></div><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026051909294855.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/05/2026051909294855.jpg"/></p>
<p>(File photo shows a Hesai LiDAR. Image credit: CnEVPost)</p>
<div class="lb-trans"><p>（资料图显示禾赛激光雷达。图片来源：CnEVPost）</p></div><p>Chinese LiDAR maker Hesai Group (NASDAQ: HSAI) reported profit growth in the first quarter as shipments surged.</p>
<div class="lb-trans"><p>中国激光雷达制造商禾赛集团（NASDAQ: HSAI）在出货量激增的推动下，第一季度报告利润增长。</p></div><p>The company posted a net income of 18.3 million yuan ($2.7 million) for the three months ended March 31, marking Hesai's fourth consecutive quarter of GAAP profitability.</p>
<div class="lb-trans"><p>截至 3 月 31 日的三个月内，公司净利润为 1830 万元人民币（270 万美元），标志着禾赛连续第四个季度实现 GAAP 盈利。</p></div><p>This compares with a net loss of 17.5 million yuan in the same period last year.</p>
<div class="lb-trans"><p>相比之下，去年同期净亏损为 1750 万元人民币。</p></div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>加入我们的 Telegram 或 Google News</p></div><p>The company's net revenues for the first quarter grew 29.6% year-on-year to 680.6 million yuan.</p>
<div class="lb-trans"><p>公司第一季度净营收同比增长 29.6%，至 6.806 亿元人民币。</p></div><p>The strong financial performance was driven by a massive increase in shipments. Total LiDAR shipments in the first quarter surged 140.9% to 471,723 units.</p>
<div class="lb-trans"><p>强劲的财务表现由出货量的大幅增加驱动。第一季度激光雷达总出货量激增 140.9%，达到 471,723 台。</p></div><p>Among them, ADAS (Advanced Driver Assistance System) LiDAR shipments reached 353,441 units, up 141.9% year-on-year, while robotics LiDAR shipments stood at 118,282 units, an increase of 137.8% year-on-year.</p>
<div class="lb-trans"><p>其中，ADAS（高级驾驶辅助系统）激光雷达出货量达到 353,441 台，同比增长 141.9%；机器人激光雷达出货量为 118,282 台，同比增长 137.8%。</p></div><p>Hesai CEO Li Yifan today announced a major business milestone. The company has become the strategic LiDAR partner and confirmed supplier for Mercedes-Benz models enabling L3 autonomy.</p>
<div class="lb-trans"><p>禾赛首席执行官李一凡今日宣布了一项重大业务里程碑。公司已成为梅赛德斯 - 奔驰支持 L3 级自动驾驶车型的战略激光雷达合作伙伴及确认供应商。</p></div><p>This new supply agreement will support Mercedes-Benz programs in Europe and China, with LiDAR production supported by Hesai's new Galileo manufacturing center in Thailand.</p>
<div class="lb-trans"><p>这项新的供应协议将支持梅赛德斯 - 奔驰在欧洲和中国的项目，激光雷达生产将由禾赛在泰国新建的 Galileo 制造中心提供支持。</p></div><p>The company is undergoing a significant strategic evolution. Hesai announced it is expanding its business focus from &#34;spatial perception&#34; to &#34;spatial intelligence.&#34;</p>
<div class="lb-trans"><p>公司正经历重大的战略演变。禾赛宣布将其业务重心从 “空间感知” 扩展至 “空间智能”。</p></div><p>To reflect this change, the company has refined its financial reporting structure into two main segments -- &#34;LiDAR Business&#34; and &#34;Strategic Growth Initiatives (SGI).&#34;</p>
<div class="lb-trans"><p>为反映这一变化，公司已将财务报告结构细化为两个主要分部——“激光雷达业务” 和 “战略增长计划（SGI）”。</p></div><p>As part of the new strategy, Hesai unveiled its first spatial intelligence device, Kosmo, at its Tech Day in April 2026, designed to build real-world 3D data infrastructure for the physical AI era.</p>
<div class="lb-trans"><p>作为新战略的一部分，禾赛在 2026 年 4 月的技术日活动上发布了其首款空间智能设备 Kosmo，旨在为物理人工智能时代构建现实世界的 3D 数据基础设施。</p></div><p>Management expects the strategic growth initiatives to contribute about 100 million yuan in net revenues this year. This entirely new revenue stream is expected to start materializing in the second quarter of 2026.</p>
<div class="lb-trans"><p>管理层预计，战略增长计划今年将贡献约 1 亿元人民币的净营收。这一全新的收入来源预计将在 2026 年第二季度开始显现。</p></div><p>Despite the sharp growth in revenues and shipments, Hesai's gross margin for the first quarter declined to 39.1% from 41.7% in the same period last year. This was mainly attributable to a higher revenue contribution from products with relatively lower margins.</p>
<div class="lb-trans"><p>尽管营收和出货量急剧增长，禾赛第一季度的毛利率从去年同期的 41.7% 下降至 39.1%。这主要归因于利润率相对较低的产品对营收的贡献增加。</p></div><p>Furthermore, Hesai introduced Picasso, the world's first 6D full-color ultra-sensitive chip. This new technology will be applied to its high-end ETX LiDAR model. The model is expected to start mass production in the second half of 2026.</p>
<div class="lb-trans"><p>此外，禾赛推出了全球首款 6D 全彩色超灵敏芯片 Picasso。这项新技术将应用于其高端 ETX 激光雷达型号。该型号预计将于 2026 年下半年开始量产。</p></div><p>Looking ahead, Hesai remains optimistic about its second-quarter performance.</p>
<div class="lb-trans"><p>展望未来，禾赛对其第二季度的表现持乐观态度。</p></div><p>The company expects net revenues for the second quarter to be between 850 million yuan and 900 million yuan, representing a year-on-year increase of about 20% to 27%.</p>
<div class="lb-trans"><p>公司预计第二季度净营收将在 8.5 亿至 9 亿元人民币之间，代表同比增长约 20% 至 27%。</p></div><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/03/2026032409084159-768x432.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/03/2026032409084159-768x432.jpg"/></p>
<p>Hesai posts 1st full-year profit as LiDAR shipments triple</p>
<div class="lb-trans"><p>激光雷达出货量翻两倍，禾赛实现首个全年盈利</p></div><p>Hesai achieved a net income of 435.9 million yuan ($62.3 million) in 2025, marking its first full-year profitability.</p>
<div class="lb-trans"><p>禾赛在 2025 年实现净利润 4.359 亿元人民币（6230 万美元），标志着其首次实现全年盈利。</p></div>

激光雷达出货量激增并获梅赛德斯-奔驰订单，禾赛科技保持盈利