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

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📄 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: 战略规划行业研究员
📊 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: #ADAS

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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(部分)

27 May 2025 | 7:02PM CST
27 May 2025

❓ 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%。

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覆盖 2025 年,全文约 11。

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