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BRIEFINGS · Robotics, autonomous systems and physical AI

Hesai ships 628,275 lidar units and guides Q3 revenue up 38% to 45%

Hesai, a Chinese lidar maker, shipped 628,275 units in Q2, guided Q3 revenue up 38% to 45% and raised its growth-business target.

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On 18 August 2026 Hesai, a Chinese maker of lidar laser sensors for cars and robots, reported second-quarter revenue of RMB860.8 million, up 21.9%, and net income of RMB70.6 million, helped by RMB59.0 million of interest income and RMB36.6 million of income from holdings. Income from operations fell to RMB2.2 million from RMB22.9 million. It shipped 628,275 lidar units, with robotics units up 193% from a year earlier. Lower average selling prices held back revenue growth. Hesai guided third-quarter revenue to between RMB1.10 billion and RMB1.15 billion, up about 38% to 45%, and raised its 2026 revenue guidance for its Strategic Growth Initiatives, which include robotic actuation modules and the Kosmo spatial platform, to RMB200 million to RMB300 million from RMB100 million (Hesai SEC filing, 18 August 2026).

Why we file it. A key sensor maker for robots and cars is growing fast.

How we read it. These are the company's own figures.

Why it matters to you: robots and self-driving cars need laser sensors to see.

What this doesn't prove

Company's own figures: income from operations fell to RMB2.2 million from RMB22.9 million, and net income was helped by interest and income from holdings. Average selling prices fell.

Next fixture

  • Third-quarter revenue

Sources

Every figure above comes from these sources. Every briefing is checked against its sources before it publishes. Nothing here is a recommendation to buy or sell anything, and this is not investment advice. See the disclosures.

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