{"city":"Shanghai","name":"Hesai","slug":"hesai","facts":[{"date":"2026-09-03","type":"partnership","value":"China embodied-intelligence Tier1 industry alliance formed with 20+ industrial-chain companies","source":"Leiphone 雷峰网"},{"date":"2026-09-03","type":"partnership","value":"China embodied-intelligence Tier 1 industry alliance established with more than 20 industrial-chain companies","source":"Leiphone 雷峰网"},{"date":"2026-08-18","type":"deployment","value":">10,000 robot power modules delivered through Sharpa","source":"Hesai Q2 release via Eastmoney, Tencent"},{"date":"2026-08-18","type":"revenue","value":"RMB 861000000","source":"Hesai Q2 release via Eastmoney, Tencent"},{"date":"2026-08-18","type":"revenue","value":"Q3 2026 revenue guidance of RMB 1.10-1.15 billion","source":"Hesai Q2 release via Eastmoney, Tencent"},{"date":"2026-08-18","type":"customer","value":"50+ embodied-AI customers on JT128","source":"Hesai Q2 release via Eastmoney, Tencent"}],"peers":[{"name":"Keyence","rank":12,"slug":"keyence","score":"91"},{"name":"Orbbec","rank":17,"slug":"orbbec","score":"89"},{"name":"Cognex","rank":23,"slug":"cognex","score":"87"},{"name":"SICK AG","rank":38,"slug":"sick-ag","score":"84"},{"name":"Zebra Technologies","rank":41,"slug":"zebra-technologies","score":"84"},{"name":"RoboSense","rank":68,"slug":"robosense","score":"80"}],"stage":"Public","state":"Shanghai","aliases":["Hesai Group","Kosmo","禾赛科技"],"country":"China","domains":[{"why":"Hesai develops and supplies lidar products for robotics and autonomous systems, including 142,400 robotics lidar units shipped and JT128 deployments with embodied-AI customers.","list":"Robotics 100","rank":14,"tier":"member","layer":"Sensing","total":90,"domain":"Robotics","scores":{"leverage":8,"position":8,"progress":10,"firepower":10,"commercial":8,"deployment":10,"production":10,"technology":8},"edition":"November 2026","segment":"Vision & 3D perception"},{"why":"Hesai's 3D lidar products support embodied-intelligence applications, including more than 50 embodied-AI customers and participation in a China embodied-intelligence industry alliance.","list":null,"rank":null,"tier":"watchlist","layer":null,"total":90,"domain":"Humanoids","scores":{"leverage":8,"position":8,"progress":10,"firepower":10,"commercial":8,"deployment":10,"production":10,"technology":8},"edition":null,"segment":null}],"founded":2014,"signals":[{"date":"2026-10-16","header":"Hesai’s Kosmo converts real-world locations into 3D assets for physical AI.","outlet":"TechNode"},{"date":"2026-10-16","header":"Hesai launched Kosmo, a 3D world data engine for robot training and world models.","outlet":"Pandaily"},{"date":"2026-10-15","header":"Hesai launched Kosmo, a 3D data platform for robot training and world models.","outlet":"The AI Insider"},{"date":"2026-10-15","header":"Hesai launched Kosmo, a spatial camera for AI-powered robotics.","outlet":"Tech in Asia"},{"date":"2026-09-03","header":"Linkerbot and more than 20 industry chain companies formed the China Embodied Intelligence Tier1 Industry Alliance.","outlet":"Leiphone 雷峰网"},{"date":"2026-08-21","header":"The Department of Defense has placed Hesai and RoboSense on its 1260H list.","outlet":"TechCrunch"}],"website":"https://www.hesaitech.com","category":"Robotics · Sensing","categories":[{"name":"Vision & 3D perception","domain":"Humanoids","parent":"Humanoids · Sensing"},{"name":"Lidar & radar","domain":"Robotics","parent":"Robotics · Sensing"}],"last_round":null,"updated_at":"2026-10-23T10:00:56.017+00:00","facts_total":54,"positioning":"Hesai is a Chinese lidar leader (Nasdaq:HSAI, HKEX:2525) supplying ADAS, autonomous vehicles, and robotics, and the first in the industry to post a full-year GAAP profit (FY25 net income RMB 436M, five consecutive profitable quarters). It shipped 1.62M units in FY25 (+223% YoY) and raised FY26 guidance to 3-3.5M units, is the primary lidar supplier for NVIDIA DRIVE Hyperion 10 and a Mercedes-Benz L3 supplier, and serves 50+ embodied-AI customers (Unitree, Galbot), ranking #1 in China humanoid and quadruped lidar. H1-26 revenue was RMB 1,541M/$227M (+25% YoY), with a new spatial-intelligence (Kosmo) segment beginning to contribute.","sub_category":"Lidar & radar","signals_total":56,"url":"https://www.frontiertechintelligence.com/companies/hesai","title":"Hesai · robotics, Shanghai, Shanghai, China · scores, facts and signals · Frontier Tech Intelligence","description":"Hesai develops and supplies lidar products for robotics and autonomous systems, including 142,400 robotics lidar units shipped and JT128 deployments with embodied-AI customers. Robotics 100 rank 14 (score 90) 56 signals and 54 facts with sources.","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}