Robotics

Hesai Group

High58% confidenceProfile verified Jul 18, 2026
OverviewIndicatorsSourcesDependency mapStoryMilestones

A Chinese LiDAR sensor company and global leader in automotive and robotics LiDAR, which raised its 2026 shipment outlook to 3-3.5 million units and achieved its first full year of GAAP profitability in 2025, with 2025 net revenue of RMB 3.03 billion (about $432.9 million).

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Leading Indicators

Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.

Steadyinsider filing activity unchanged since last check
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Sources

Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.

Evidence

3 sources · 1 government/SEC filing · 68% avg. source confidence

Insider Filing Activity

0Form 4 filings, trailing 90 days0 since last week's snapshot

Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026

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Dependency Map

What Hesai Group depends on below, and who depends on Hesai Group above — click any node to make it the new center, 3 levels deep.

2 levels3 levels5 levels

Connection type

Investment
Dependency
Supply Chain
Development
Enablement
Competition / Other
Succession

Click any node to make it the new center. Scroll to zoom, drag to pan.

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The Story So Far (last 6 months)

Apr 2026: Hesai Group FY2025 Annual Report (Form 20-F), filed with the SEC→May 2026: Hesai raises 2026 LiDAR shipment outlook to 3-3.5 million units

Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.

Market Intelligence

Unverified

Credibly-reported claims — analyst notes, sourcing citing “people familiar with the matter,” deals where the companies involved declined to comment — that haven't been officially confirmed. Kept structurally separate from the sourced evidence above; treat as a lead worth researching further, not an established fact.

Hesai reportedly filed confidentially for a Hong Kong listing as Pentagon weighs re-adding it to a military-company list

32% confidence

Hesai reportedly filed confidentially for a Hong Kong stock listing and is working with banks on a potential offering that could occur in 2026, with size and timing undetermined; separately, the Pentagon was reported to be planning to relist Hesai on its Section 1260H list of companies linked to China's military after previously removing it, prompting renewed calls from US senators for Nasdaq delisting.

The Hong Kong filing was described as confidential and unconfirmed by the company, and the Pentagon's relisting plan had not been formally executed or announced at time of reporting; both developments remained unresolved.

iTiger / The Standard (HK)

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Hesai Group's Timeline

A sourced, dated history of Hesai Group's key moments — founding to present.

  1. Jan 2014 · Founded

    Hesai Group was founded, later becoming a global leader in automotive and robotics LiDAR sensors.

  2. Jan 2025 · First full year of GAAP profitability

    Hesai achieved its first full year of GAAP profitability in 2025, with net revenue of RMB 3.03 billion, and raised its 2026 shipment outlook to 3-3.5 million units.