<blockquote>
<ul>
<li>禾賽第一季度淨營收達 6.806 億元人民幣，激光雷達總出貨量同比翻倍以上。</li>
<li>禾賽成為梅賽德斯 - 奔馳 L3 級自動駕駛車型的戰略供應商，並拓展至空間智能領域。</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>（資料圖顯示禾賽激光雷達。圖片來源：CnEVPost）</p><p>中國激光雷達製造商禾賽集團（NASDAQ: HSAI）在出貨量激增的推動下，第一季度報告利潤增長。</p><p>截至 3 月 31 日的三個月內，公司淨利潤為 1830 萬元人民幣（270 萬美元），標誌着禾賽連續第四個季度實現 GAAP 盈利。</p><p>相比之下，去年同期淨虧損為 1750 萬元人民幣。</p><p>加入我們的 Telegram 或 Google News</p><p>公司第一季度淨營收同比增長 29.6%，至 6.806 億元人民幣。</p><p>強勁的財務表現由出貨量的大幅增加驅動。第一季度激光雷達總出貨量激增 140.9%，達到 471,723 台。</p><p>其中，ADAS（高級駕駛輔助系統）激光雷達出貨量達到 353,441 台，同比增長 141.9%；機器人激光雷達出貨量為 118,282 台，同比增長 137.8%。</p><p>禾賽首席執行官李一凡今日宣佈了一項重大業務里程碑。公司已成為梅賽德斯 - 奔馳支持 L3 級自動駕駛車型的戰略激光雷達合作伙伴及確認供應商。</p><p>這項新的供應協議將支持梅賽德斯 - 奔馳在歐洲和中國的項目，激光雷達生產將由禾賽在泰國新建的 Galileo 製造中心提供支持。</p><p>公司正經歷重大的戰略演變。禾賽宣佈將其業務重心從 “空間感知” 擴展至 “空間智能”。</p><p>為反映這一變化，公司已將財務報告結構細化為兩個主要分部——“激光雷達業務” 和 “戰略增長計劃（SGI）”。</p><p>作為新戰略的一部分，禾賽在 2026 年 4 月的技術日活動上發佈了其首款空間智能設備 Kosmo，旨在為物理人工智能時代構建現實世界的 3D 數據基礎設施。</p><p>管理層預計，戰略增長計劃今年將貢獻約 1 億元人民幣的淨營收。這一全新的收入來源預計將在 2026 年第二季度開始顯現。</p><p>儘管營收和出貨量急劇增長，禾賽第一季度的毛利率從去年同期的 41.7% 下降至 39.1%。這主要歸因於利潤率相對較低的產品對營收的貢獻增加。</p><p>此外，禾賽推出了全球首款 6D 全綵色超靈敏芯片 Picasso。這項新技術將應用於其高端 ETX 激光雷達型號。該型號預計將於 2026 年下半年開始量產。</p><p>展望未來，禾賽對其第二季度的表現持樂觀態度。</p><p>公司預計第二季度淨營收將在 8.5 億至 9 億元人民幣之間，代表同比增長約 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>激光雷達出貨量翻兩倍，禾賽實現首個全年盈利</p><p>禾賽在 2025 年實現淨利潤 4.359 億元人民幣（6230 萬美元），標誌着其首次實現全年盈利。</p>

禾賽科技

禾賽-W

MBGYY

工業創新 ETF - ARK

<p>禾賽集團第一季度淨營收達 6.806 億元人民幣，激光雷達出貨量同比翻倍以上，實現淨利潤 1830 萬元人民幣。公司已與梅賽德斯 - 奔馳就 L3 級自動駕駛車型建立戰略合作伙伴關係。儘管營收增長，毛利率降至 39.1%。禾賽預計第二季度營收在 8.5 億至 9 億元人民幣之間，同比增長 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>禾賽第一季度淨營收達 6.806 億元人民幣，激光雷達總出貨量同比翻倍以上。</li>
<li>禾賽成為梅賽德斯 - 奔馳 L3 級自動駕駛車型的戰略供應商，並拓展至空間智能領域。</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>（資料圖顯示禾賽激光雷達。圖片來源：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>中國激光雷達製造商禾賽集團（NASDAQ: HSAI）在出貨量激增的推動下，第一季度報告利潤增長。</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 日的三個月內，公司淨利潤為 1830 萬元人民幣（270 萬美元），標誌着禾賽連續第四個季度實現 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，去年同期淨虧損為 1750 萬元人民幣。</p></div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>加入我們的 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>公司第一季度淨營收同比增長 29.6%，至 6.806 億元人民幣。</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>強勁的財務表現由出貨量的大幅增加驅動。第一季度激光雷達總出貨量激增 140.9%，達到 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（高級駕駛輔助系統）激光雷達出貨量達到 353,441 台，同比增長 141.9%；機器人激光雷達出貨量為 118,282 台，同比增長 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>禾賽首席執行官李一凡今日宣佈了一項重大業務里程碑。公司已成為梅賽德斯 - 奔馳支持 L3 級自動駕駛車型的戰略激光雷達合作伙伴及確認供應商。</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>這項新的供應協議將支持梅賽德斯 - 奔馳在歐洲和中國的項目，激光雷達生產將由禾賽在泰國新建的 Galileo 製造中心提供支持。</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>公司正經歷重大的戰略演變。禾賽宣佈將其業務重心從 “空間感知” 擴展至 “空間智能”。</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>為反映這一變化，公司已將財務報告結構細化為兩個主要分部——“激光雷達業務” 和 “戰略增長計劃（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>作為新戰略的一部分，禾賽在 2026 年 4 月的技術日活動上發佈了其首款空間智能設備 Kosmo，旨在為物理人工智能時代構建現實世界的 3D 數據基礎設施。</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>管理層預計，戰略增長計劃今年將貢獻約 1 億元人民幣的淨營收。這一全新的收入來源預計將在 2026 年第二季度開始顯現。</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>儘管營收和出貨量急劇增長，禾賽第一季度的毛利率從去年同期的 41.7% 下降至 39.1%。這主要歸因於利潤率相對較低的產品對營收的貢獻增加。</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，禾賽推出了全球首款 6D 全綵色超靈敏芯片 Picasso。這項新技術將應用於其高端 ETX 激光雷達型號。該型號預計將於 2026 年下半年開始量產。</p></div><p>Looking ahead, Hesai remains optimistic about its second-quarter performance.</p>
<div class="lb-trans"><p>展望未來，禾賽對其第二季度的表現持樂觀態度。</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>公司預計第二季度淨營收將在 8.5 億至 9 億元人民幣之間，代表同比增長約 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>激光雷達出貨量翻兩倍，禾賽實現首個全年盈利</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>禾賽在 2025 年實現淨利潤 4.359 億元人民幣（6230 萬美元），標誌着其首次實現全年盈利。</p></div>

激光雷達出貨量激增並獲梅賽德斯-奔馳訂單，禾賽科技保持盈利