Hesai Group (HSAI) Q2 2024 Earnings Call Transcript Summary
Hesai Group (HSAI) Q2 2024 Earnings Call Transcript Summary
The following is a summary of the Hesai Group (HSAI) Q2 2024 Earnings Call Transcript:
以下是Hesai Group (HSAI) 2024 Q2業績會議議程摘要：
Financial Performance:
金融業績：
Hesai Group achieved quarterly revenue of RMB 458.9 million, approximately USD 63.1 million.
Quarterly net loss narrowed by 33% QoQ to RMB 72.1 million, about USD 9.9 million.
Gross margin improved significantly to approximately 45%, attributed to effective cost management, economies of scale, and a high-margin service fee.
The full-year revenue forecast was revised to a range of RMB 2.0 billion to RMB 2.3 billion.
Hesai Group在第二季度實現了4589百萬元人民幣的季度營業收入，約爲6310萬美元。
季度淨虧損環比下降33％至721百萬元人民幣，約爲990萬美元。
毛利率顯着提高至約45％，歸因於有效成本管理、規模經濟和高利潤服務費。
全年收入預測已修訂爲20億人民幣至23億人民幣的區間。
Business Progress:
業務進展：
Hesai has secured design wins with 19 OEMs globally for over 70 vehicle models.
Exclusive long-range LiDAR supplier for 13 OEMs, reflecting strong market confidence.
Achieved significant design wins, including an exclusive agreement with a leading EV maker to adopt Hesai's next-generation L3 ultra high-performance LiDAR for all new models releasing in 2025.
Anticipated significant adoption and scale of new ATX ADAS LiDAR, starting SOP in Q1 2025 with several major OEMs.
Hesai已在全球範圍內與19家原始設備製造商獲得設計贏家，以供超過70種車型。
13家原始設備製造商的獨家長程激光雷達供應商，反映出市場的強大信心。
取得了重大設計獲勝，包括與一家領先的電動汽車製造商達成協議，採用Hesai的下一代L3超高性能激光雷達用於2025年發佈的所有新型號。
預計新的ATX ADAS激光雷達將得到大規模採用，從2025年第一季度開始與幾家主要原始設備製造商合作。
Opportunities:
機會：
The thriving robotaxi market and the high penetration of ADAS technology in vehicles provide substantial growth opportunities, strengthened by strategic partnerships and significant design wins.
繁榮的Robotaxi市場和車輛中高滲透率的ADAS技術爲強大的增長機遇提供了支持，加強了戰略合作伙伴關係和重大設計贏家。
Risks:
風險：
The technology shift away from LiDAR by some manufacturers poses a potential challenge, emphasizing the need for competitive performance and pricing strategies to maintain market share.
一些製造商轉向非激光雷達的技術轉變可能帶來潛在的挑戰，強調了保持市場份額的競爭性能力和定價策略的必要性。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。