Movement Alert|Hesai Falls 8.27% in Regular Trading, Profit-Taking Emerges After Q1 Turnaround to Profitability

Market Focus05-20

On May 20, Hesai-W declined 8.27% in regular trading, trading at 157.1 HKD/share, with trading volume of 30.175 million HKD. The sell-off reflects concentrated profit-taking pressure following the release of strong Q1 results and a major partnership announcement the previous day.

On May 19, Hesai reported Q1 revenue of 681 million RMB, up 29.6% year-over-year, with LiDAR shipments reaching 471,723 units, surging 140.9% YoY. The company achieved GAAP net income of 18.3 million RMB, successfully turning profitable compared to a net loss of 17.5 million RMB in the prior-year period. Non-GAAP net profit rose 452.9% YoY to 47.7 million RMB. Gross margin stood at 39.1%. For Q2, management guided revenue of 850-900 million RMB, implying 20-27% growth. Simultaneously, the company announced it had become Mercedes-Benz's strategic LiDAR partner for L3 autonomous driving, with supply to be fulfilled by its newly established Thailand manufacturing center.

Despite the positive fundamentals, the stock had already risen sharply in US pre-market trading on May 19, gaining nearly 8%. The subsequent HK session decline reflects a classic sell-the-news pattern as investors locked in gains following the realization of multiple positive catalysts.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

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