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中文(ZH) 速腾聚创：一季度营收同比增长约40%，机器人销量首次超过ADAS

Hesai's lidar sales for robots exceed ADAS for first time

By PulseAugur Editorial · [1 sources] ·

Robotics lidar sales have surpassed ADAS for Hesai Technology in the first quarter of 2026, marking a significant shift in the company's business structure. Hesai reported a 40% year-over-year revenue increase, reaching approximately 460 million yuan, driven by a substantial 204.1% rise in total lidar shipments. The robotics sector saw an impressive 1458.8% surge in lidar sales, now accounting for 56% of the total, while ADAS business has secured orders for 177 vehicle models with over 9 million units in backlog. AI

IMPACT Confirms growing demand for lidar in robotics applications, potentially accelerating autonomous systems in non-automotive sectors.

RANK_REASON Company reports significant shift in product sales mix with robotics lidar surpassing ADAS. [lever_c_demoted from significant: ic=1 ai=0.7]

Read on 36氪 (36Kr) →

AI-generated summary · Google Gemini · from 1 sources. How we write summaries →

Hesai's lidar sales for robots exceed ADAS for first time

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Company reports significant shift in product sales mix with robotics lidar surpassing ADAS. [lever_c_demoted from significant: ic=1 ai=0.7]
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COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    RoboSense: First quarter revenue increased by about 40% year-on-year, robot sales surpassed ADAS for the first time

    5月27日，速腾聚创发布2026年Q1业绩公告。报告期内，公司实现总营收约4.6亿元，同比增长约40%；激光雷达总销量达330300台，同比增长204.1%。其中，机器人领域激光雷达销量达185500台，同比增长1458.8%，占总销量比重由去年同期约11%提升至56%，首次超过ADAS业务，成为本季度最突出的结构性变化。机器人业务方面，根据GGII发布的《2026Q1全球机器人领域3D激光雷达出货量排行榜》，速腾聚创以18.55万台出货量位居全球第一，并已覆盖全球Top10割草机器人厂商中的9家。ADAS领域定点车型已达177款，在手订单超过900万台…

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