禾賽(HSAI.US)公佈2024 Q2財報，收入達到4.6億元人民幣
禾賽(HSAI.US)公佈2024年第二季度未經審計財務業績，本季度ADAS激光雷達出貨量為80,773台，同比增長76.8%；激光雷達總出貨量為86,526台，同比增長66.1%。本季度收入達到4.589億元人民幣，同比增長4.2%。2024年前六個月，ADAS激光雷達出貨量為133,235台，同比增長80.3%。2024年前六個月的激光雷達總出貨量為145,627台，同比增長67.5%。
Hesai聯合創始人兼首席執行官vifan"David"Li評論道:“我們很高興在第二季度取得了穩健的業績，其中4.589億元人民幣(合6310萬美元)的季度收入尤為突出，達到了我們指引區間的高端。在有效的成本管理、成本和規模優化的飛輪策略以及本季度其他服務性收入的貢獻下，激光雷達的總出貨量同比增長66.1%，達到86,526台，毛利潤率為45.1%。據我們所知，在全球激光雷達行業中，沒有其他公司的財務實力能與我們在如此大規模的出貨量上相媲美。本季度淨虧損環比大幅收窄32.6%至人民幣7,210萬元(約合990萬美元)。
“我們很高興地宣佈，Hesai連續第三年被Yole Intelligence評為市場份額第一的汽車激光雷達公司。這一聲譽激勵着我們在AM和ADAS業務中取得更大成功的雄心。作為全球激光雷達的領導者，我們在中國robotaxi市場的爆炸性增長和大規模商業化中扮演着關鍵角色，我們被包括百度的Apollo Go在內的中國前五robotaxi公司選為獨家遠程激光雷達供應商。此外，我們提供“極致性能”和“極致性價比”產品的戰略方法，為2025年和2026年生成強勁的ADAS訂單渠道，根據客户需求預測，預計國內和海外出貨量將達數百萬台。值得注意的是，我們與領先的汽車原始設備製造商的全球發貨計劃已經進展到B樣品的交付，使我們在全球競爭中遙遙領先”Dr. Li.補充道。“ robotaxi和ADAS市場強勁勢頭、監管發展和消費者日益重視安全的推動，我們對未來增長潛力的信心空前高升。中國的激光雷達市場比預期更早地進入了一個令人興奮的拐點，截至6月，售價在人民幣15萬元以上的電動車的採用率為22%。憑藉我們多樣化的產品供應和一流的製造規模，我們完全有能力在這一動態市場捕獲階段抓住國內外的增長機會。
“最後但同樣重要的是，我們本季度發佈了首份ESG報吿，概述了我們在業務運營中的可持續發展努力和在ESG方面的成就。展望未來，我們仍致力於推動創新，並將繼續將我們的業務目標與ESG最佳實踐保持一致，為我們的利益相關者和我們的社會創造長期價值。”Dr. Li總結道。
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