英文【高盛】禾赛科技（HSAI）2025年第一季度收益回顾：净利润超预期，上调行业激光雷达销量；买入
27 May 2025 | 7:02PM CST Hesai Group (HSAI) 1Q25 Earnings Review: Net profit beat, raise industry
报告摘要
27 May 2025 | 7:02PM CST Hesai Group (HSAI) 1Q25 Earnings Review: Net profit beat, raise industry
核心要点
- 27 May 2025 | 7:02PM CST
- 27 May 2025
报告信息
- 文件全名
- 《英文【高盛】禾赛科技（HSAI）2025年第一季度收益回顾：净利润超预期，上调行业激光雷达销量；买入-11页.pdf》
- 适合读者
- 核心数据
- 41.7% (+3.0pp yoy/+2.7pp qoq) was higher vs. GSe at 39.5%, mainly due to higher
- engineering services revenue; (2) Opex was -9% yoy and 5% below GSe, with S&M
- as a result of higher gross profit and lower opex. 2Q25 revenue guidance was 3%
- Rmb680mn-720mn (+53% yoy/+33% qoq).
- 2025E/26E automotive LiDAR volume by +23%/+37% to 3.5mn/6.0mn units,
- 核心议题
常见问题
《英文【高盛】禾赛科技（HSAI）2025年第一季度收益回顾：净利润超预期，上调行业激光雷达销量；买入》主要包含哪些内容?
27 May 2025 | 7:02PM CST Hesai Group (HSAI) 1Q25 Earnings Review: Net profit beat, raise industry核心数据:41.7% (+3.0pp yoy/+2.7pp qoq) was higher vs. GSe at 39.5%, mainly due to higher;engineering services revenue; (2) Opex was -9% yoy and 5% below GSe, with S&M;as a result of higher gross profit and lower opex. 2Q25 revenue guidance was 3%。
这份报告覆盖哪一年、篇幅多大?
覆盖 2025 年,全文共 11 页。
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本报告免费查阅,登录资料宝后即可在线获取完整内容。
这份报告适合哪些读者?
适合战略规划、行业研究员等读者参考。
报告涉及哪些关键议题?
重点分析了ADAS等议题。
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