Hesaii's AT128 powers Didi and GAC Aion's L4 Robotaxi
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 15 2025
0mins
Should l Buy HSAI?
Hesai's Lidar in Robotaxi: Hesai's AT128 lidar has been chosen for the first L4 production-ready Robotaxi developed by Didi Autonomous Driving and GAC Aion, set to debut at the 2025 GAC Tech Day and enter mass production this year.
Vehicle Features and Collaboration: The Robotaxi will utilize four AT128 sensors for a comprehensive perception system, integrating 33 sensors overall, and is the result of a strategic partnership focused on enhancing safety and autonomous driving capabilities.
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Analyst Views on HSAI
Wall Street analysts forecast HSAI stock price to rise
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 25.020
Low
26.70
Averages
29.90
High
33.00
Current: 25.020
Low
26.70
Averages
29.90
High
33.00
About HSAI
Hesai Group is a holding company primarily engaged in providing three-dimensional light detection and ranging (LiDAR) solutions. The Company’s primary business includes the design, development, manufacturing, and sales of LiDAR products. The Company’s main products include the AT series, ET series, and FT series. The Company’s products are used in passenger and commercial vehicles supporting advanced driver assistance systems (ADAS), autonomous vehicles, and robotics. The Company operates in both the domestic and overseas markets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Hesai Group to Report Q4 and Full Year 2025 Financial Results
- Earnings Report Schedule: Hesai Group will announce its unaudited financial results for Q4 and full year 2025 on March 24, 2026, before the U.S. market opens, demonstrating the company's commitment to transparency and investor confidence.
- Conference Call Timing: Management will host an earnings conference call at 8:00 AM U.S. Eastern Time on March 24, 2026, providing an interactive opportunity for real-time engagement with investors.
- Participation Method: Participants are required to pre-register and dial in 5 minutes before the call starts, reflecting the company's focus on enhancing the investor experience.
- Webcast and Replay Availability: The call will be available via live and archived webcast, allowing investors who cannot attend in real-time to access the information, thereby improving information accessibility and transparency.
See More
Hesai Group Shareholder Resolutions Approved
- Shareholder Meeting Resolutions: On March 3, 2026, Hesai Group held a shareholder meeting in Suzhou where all proposed resolutions were approved, marking a significant governance adjustment that enhances shareholder confidence in the company's future.
- Share Reclassification: The meeting decided to reclassify 50 million authorized but unissued shares as Class B ordinary shares, a move that will provide flexibility for future financing and optimize the company's equity structure to support expansion plans.
- Amendment of Articles: The company's articles of association were comprehensively amended, providing a clearer governance framework that promotes transparency and compliance, thereby enhancing investor trust.
- Board Authorization Expansion: The board was granted an unconditional mandate to issue and repurchase shares, which not only provides the company with flexible capital management strategies but may also enhance shareholder value and market competitiveness in the future.
See More
Roundhill Launches Robotaxi ETF Targeting $11.7 Billion Market by 2030
- Market Size Forecast: Goldman Sachs estimates that the robotaxi market could reach $7.3 billion in North America and $11.7 billion in China by 2030, indicating significant growth potential for the industry over the next decade.
- Surge in Ridership: Alphabet's Waymo reported a tripling of ridership to 15 million in 2025, with projections to hit 20 million by year-end, showcasing the accelerating commercialization of autonomous taxis.
- ETF Investment Strategy: Roundhill's CABZ ETF targets global companies tied to autonomous mobility, including Tesla, Uber, and Baidu, aiming to capture growth across the entire value chain rather than betting on a single winner.
- Technology Supply Chain Integration: The CABZ ETF also includes companies like Aeva and Hesai that provide critical LiDAR systems, reflecting Roundhill's comprehensive approach to the autonomous vehicle technology ecosystem, enhancing diversification for investors.
See More
Hesai Technology Partners with NVIDIA for DRIVE AGX Hyperion 10 Lidar Integration
- Partnership Announcement: Hesai Technology has been selected by NVIDIA as a lidar partner for the DRIVE AGX Hyperion 10, indicating that its lidar technology will be integrated into an open, production-oriented architecture to assist automakers and developers in building autonomous driving systems.
- Technical Advantages: The Hyperion 10 platform combines cameras, radar, lidar, and ultrasonic sensors, delivering over 2,000 FP4 teraflops of real-time 360-degree sensor fusion capability, significantly enhancing safety and perception for autonomous vehicles.
- Market Outlook: NVIDIA's VP Ali Kani stated that the unified open platform for compute, sensors, and safety will accelerate the market introduction of full autonomy across the ecosystem, meeting the reliability and trust demands of mobility at scale.
- Expansion into New Applications: Hesai also announced its expansion into new sensing use cases, including 3D motion capture technology, indicating a broader strategy focused on spatial data and real-time perception beyond the automotive sector.
See More
Hesai Partners with NVIDIA to Propel Level 4 Autonomous Driving
- Partnership Announcement: Hesai Technology has been selected by NVIDIA as a lidar partner for the NVIDIA DRIVE AGX Hyperion 10 architecture, enabling automakers to build safe, scalable AI-defined fleets and facilitating the deployment of Level 4 autonomous driving.
- Technological Edge: The NVIDIA DRIVE Hyperion 10 delivers over 2,000 FP4 teraflops of real-time computing power, and when combined with Hesai's ETX ultra-long-range lidar, enhances the perception capabilities of autonomous driving systems, ensuring higher safety and reliability standards.
- Market Impact: This partnership not only solidifies Hesai's leadership in the high-performance automotive-grade lidar solutions market but also accelerates collaboration with global automakers to bring next-generation autonomous driving technologies to market.
- Strategic Importance: The deepening collaboration with NVIDIA since 2019 underscores Hesai's critical role in the autonomous driving ecosystem, aiming to achieve safer and smarter mobility solutions.
See More
Hesai Technology Partners with MOVIN to Launch Advanced Lidar Solutions
- Strategic Partnership: Hesai Technology has partnered with South Korean startup MOVIN to provide advanced lidar solutions, aiming to extend 3D motion capture technology from professional studios to homes and outdoor environments, significantly lowering the technological barrier.
- Product Innovation: The JT128 lidar from Hesai features 128 channels and a 360° field of view, enabling high-resolution, low-latency data capture in complex environments while reducing setup time to just three minutes, greatly enhancing user experience and data quality.
- Market Potential: According to GlobalData, the 3D digitalization market is projected to grow from $5 billion in 2019 to $154 billion by 2030, with Hesai's technology enabling more creators to produce high-quality content at lower costs.
- Industry Impact: Hesai's lidar solutions are already deployed across various sectors including robotics and autonomous driving, and as the technology becomes more widespread, lidar is set to become a core infrastructure for physical AI, facilitating the application of robots in real-world environments.
See More
Hesai Group to Report Q4 and Full Year 2025 Financial Results
- Earnings Report Schedule: Hesai Group will announce its unaudited financial results for Q4 and full year 2025 on March 24, 2026, before the U.S. market opens, demonstrating the company's commitment to transparency and investor confidence.
- Conference Call Timing: Management will host an earnings conference call at 8:00 AM U.S. Eastern Time on March 24, 2026, providing an interactive opportunity for real-time engagement with investors.
- Participation Method: Participants are required to pre-register and dial in 5 minutes before the call starts, reflecting the company's focus on enhancing the investor experience.
- Webcast and Replay Availability: The call will be available via live and archived webcast, allowing investors who cannot attend in real-time to access the information, thereby improving information accessibility and transparency.
See More
Hesai Group Shareholder Resolutions Approved
- Shareholder Meeting Resolutions: On March 3, 2026, Hesai Group held a shareholder meeting in Suzhou where all proposed resolutions were approved, marking a significant governance adjustment that enhances shareholder confidence in the company's future.
- Share Reclassification: The meeting decided to reclassify 50 million authorized but unissued shares as Class B ordinary shares, a move that will provide flexibility for future financing and optimize the company's equity structure to support expansion plans.
- Amendment of Articles: The company's articles of association were comprehensively amended, providing a clearer governance framework that promotes transparency and compliance, thereby enhancing investor trust.
- Board Authorization Expansion: The board was granted an unconditional mandate to issue and repurchase shares, which not only provides the company with flexible capital management strategies but may also enhance shareholder value and market competitiveness in the future.
See More
Roundhill Launches Robotaxi ETF Targeting $11.7 Billion Market by 2030
- Market Size Forecast: Goldman Sachs estimates that the robotaxi market could reach $7.3 billion in North America and $11.7 billion in China by 2030, indicating significant growth potential for the industry over the next decade.
- Surge in Ridership: Alphabet's Waymo reported a tripling of ridership to 15 million in 2025, with projections to hit 20 million by year-end, showcasing the accelerating commercialization of autonomous taxis.
- ETF Investment Strategy: Roundhill's CABZ ETF targets global companies tied to autonomous mobility, including Tesla, Uber, and Baidu, aiming to capture growth across the entire value chain rather than betting on a single winner.
- Technology Supply Chain Integration: The CABZ ETF also includes companies like Aeva and Hesai that provide critical LiDAR systems, reflecting Roundhill's comprehensive approach to the autonomous vehicle technology ecosystem, enhancing diversification for investors.
See More
Hesai Technology Partners with NVIDIA for DRIVE AGX Hyperion 10 Lidar Integration
- Partnership Announcement: Hesai Technology has been selected by NVIDIA as a lidar partner for the DRIVE AGX Hyperion 10, indicating that its lidar technology will be integrated into an open, production-oriented architecture to assist automakers and developers in building autonomous driving systems.
- Technical Advantages: The Hyperion 10 platform combines cameras, radar, lidar, and ultrasonic sensors, delivering over 2,000 FP4 teraflops of real-time 360-degree sensor fusion capability, significantly enhancing safety and perception for autonomous vehicles.
- Market Outlook: NVIDIA's VP Ali Kani stated that the unified open platform for compute, sensors, and safety will accelerate the market introduction of full autonomy across the ecosystem, meeting the reliability and trust demands of mobility at scale.
- Expansion into New Applications: Hesai also announced its expansion into new sensing use cases, including 3D motion capture technology, indicating a broader strategy focused on spatial data and real-time perception beyond the automotive sector.
See More
Hesai Partners with NVIDIA to Propel Level 4 Autonomous Driving
- Partnership Announcement: Hesai Technology has been selected by NVIDIA as a lidar partner for the NVIDIA DRIVE AGX Hyperion 10 architecture, enabling automakers to build safe, scalable AI-defined fleets and facilitating the deployment of Level 4 autonomous driving.
- Technological Edge: The NVIDIA DRIVE Hyperion 10 delivers over 2,000 FP4 teraflops of real-time computing power, and when combined with Hesai's ETX ultra-long-range lidar, enhances the perception capabilities of autonomous driving systems, ensuring higher safety and reliability standards.
- Market Impact: This partnership not only solidifies Hesai's leadership in the high-performance automotive-grade lidar solutions market but also accelerates collaboration with global automakers to bring next-generation autonomous driving technologies to market.
- Strategic Importance: The deepening collaboration with NVIDIA since 2019 underscores Hesai's critical role in the autonomous driving ecosystem, aiming to achieve safer and smarter mobility solutions.
See More
Hesai Technology Partners with MOVIN to Launch Advanced Lidar Solutions
- Strategic Partnership: Hesai Technology has partnered with South Korean startup MOVIN to provide advanced lidar solutions, aiming to extend 3D motion capture technology from professional studios to homes and outdoor environments, significantly lowering the technological barrier.
- Product Innovation: The JT128 lidar from Hesai features 128 channels and a 360° field of view, enabling high-resolution, low-latency data capture in complex environments while reducing setup time to just three minutes, greatly enhancing user experience and data quality.
- Market Potential: According to GlobalData, the 3D digitalization market is projected to grow from $5 billion in 2019 to $154 billion by 2030, with Hesai's technology enabling more creators to produce high-quality content at lower costs.
- Industry Impact: Hesai's lidar solutions are already deployed across various sectors including robotics and autonomous driving, and as the technology becomes more widespread, lidar is set to become a core infrastructure for physical AI, facilitating the application of robots in real-world environments.
See More
