On May 20 and May 21, Sagitar Juchuang and Hesai Technology released their 2024 Q1 financial reports respectively. According to the financial reports, the sales volume of both laser radars increased significantly year-on-year. Here is a detailed introduction to the financial reports.
On May 20, RoboSense announced its financial report for the first quarter of 2024. Both delivery volume and operating data performed well. Among them, the total sales volume of lidar products in the first quarter was approximately120,400台，同比增长457.4%, the sales volume of lidar products used in the ADAS field is approximately116,200A year-on-year increase of 69.7%; of which ADAS product delivery volume was 52,462 units, a year-on-year increase of 86.1%增长542.0%. Driven by strong market demand and product sales growth, total revenue in the first quarter was approximately360 million yuan，同比增长149.1%, maintaining i, maintaining its leading position in the global market with strong growth momentum.ts leading position in the global market with strong growth momentum.
RoboSense adheres to the principle of "technology advancement, technology equality", achieving continuous upgrades in economies of scale and continued enhancement of profitability.In the first quarter of 2024, RoboSense's gross profit margin increased to 12.3%, an improvement of 16.4 percentage points from the 4.1% gross loss rate in the first quarter of 2023;The adjusted net loss was approximately 80 million yuan, narrowing 11.5% year-on-year.
2. Hesai Technology
On May 21, Hesai Technology (NASDAQ: HSAI) announced its unaudited financial data for the first quarter of 2024. Its core business was stable this quarter, and its global pre-assembled mass production cooperation ushered in new breakthroughs.
In the first quarter, Hesai Technology achieved revenue 3.6 亿元RMB; total lidar deliveries amounted to 59,101 A year-on-year increase of 69.7%; of which ADAS product delivery volume was 52,462 units, a year-on-year increase of 86.1%增长 69.7%；其中 ADAS 产品交付量为 52,462 A year-on-year increase of 69.7%; of which ADAS product delivery volume was 52,462 units, a year-on-year increase of 86.1%增长 86.1%. The combined gross profit margin of the Robotaxi business and ADAS business was 38.8%, demonstrating excellent operating efficiency and commercialization capabilities.
Source: Hesai, Sagitar official Weibo
Aibang has now established a lidar exchange group for everyone. Experts are welcome to join the group for communication and discussion. You can join the group by identifying the QR code below. At present, lidar manufacturers Hesai Technology, Sagitar Juchuang, Tudatong, Yijing Technology, Leishen Intelligence, Beike Tianhui, Huawei, Vanji Technology, Valeo, Beixing Photonics, Luowei Technology, and Lingwei Technology , Optical Second Technology, etc. have all joined the group. Welcome everyone to scan the QR code to join the group to communicate.
活动推荐1：The 2nd Automotive Intelligent Dimming Glass Industry Forum 2024 (June 6, Shanghai)
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Serial number |
Topic |
Proposed invitation |
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1 |
Ultra-wideband photochromic automotive dimming glass prepared based on nano-heterojunction coating |
东南大学 付国东 教授 |
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2 |
Laser and automation applications of electro-switchable films |
德龙激光 代晓勇 销售总监 |
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3 |
Introduction to the application of coating technology in dimmable glass |
Converge into a vacuum |
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4 |
SPD技术在智能调光玻璃应用的技术方案和应用案例 |
SPD技术供应商：精一 |
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5 |
The improvement effect of electrochromic and radiative cooling coupled smart windows on summer energy saving and thermal comfort of electric vehicles |
清华大学建筑学院 武双对 在读博士生 |
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6 |
基于高分子分散和高分子稳定液晶体系的智能调光膜 |
北京大学 杨槐 终身教授 |
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7 |
电动汽车时代的汽车天幕&天窗的技术发展趋势 |
New energy main engine factory |
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8 |
从汽车设计美学角度看全景天窗的发展趋势 |
OEM or design company |
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9 |
汽车全景玻璃天窗的技术痛点以及解决办法 |
玻璃供应商：耀皮玻璃、铁锚 |
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10 |
Low-cost preparation technology of electrochromic glass |
上海理工大学 教授 王金敏 |
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11 |
EC技术在智能调光玻璃应用的技术方案和应用案例 |
EC技术供应商：览锐光电 |
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12 |
无机全固态EC汽车产业化的进展和挑战 |
Suzhou Guangxin Intelligent Technology Co., Ltd. CEO 赵勇博士 |
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13 |
PDLC技术在智能调光玻璃应用的技术方案和应用案例 |
PDLC技术供应商：珠海兴业 |
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14 |
LC技术在智能调光玻璃应用的技术方案和应用案例 |
LC技术供应商：京东方 |
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15 |
智能调光玻璃ECU控制器解决方案 |
控制器供应商：大陆、海拉 |
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16 |
智能电致变色防眩目在后视镜的解决方案 |
Ningbo Niruo Electronic Technology Co., Ltd. |
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17 |
The inevitable trend of automotive dimmable glass from the perspective of carbon neutrality |
上海环翼环境科技有限公司 CEO 龚万彬 |
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18 |
汽车调光玻璃光学测试和校准解决方案 |
光色科技 联合创始人 侯丽敏 |
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19 |
静态隔热技术在汽车天幕的应用介绍 |
江苏繁华玻璃 |
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20 |
可调光星空装饰氛围灯的天窗玻璃 |
上海追得新材料科技有限公司 |
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21 |
柔性纳米功能薄膜在汽车调光玻璃的应用 |
宁波纳金薄膜科技有限公司 |
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22 |
圆桌会议：嘉宾和议题策划中 天幕玻璃的发展趋势和技术瓶颈；新能源汽车驾驶舱空间需求看调光玻璃的发展；EC/PDLC/SPD/LC的各类技术PK；调光玻璃的产业链和生态链的变革；天幕玻璃人机交互畅想 |
OEMOEM,玻璃以及供应商，调光玻璃技术供应商，调光玻璃材料或者设备专业供应商等完整的产业链专家 |
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阅读原文即可在线报名
The original article was posted on the WeChat official account "Smart Car Club."The sales volume of laser radars from Hesai Technology and RoboSense both saw a significant year-on-year increase in the first quarter.
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