HESAI-W (02525) saw its shares rise more than 5% during intraday trading, with the stock up 4.24% as of press time, quoted at HK$13.03, with turnover of HK$344.4 million.
On October 14 of this year, Hesai Group (HSAI) launched its three-dimensional world data engine Kosmo, and simultaneously introduced the AI spatial camera Kosmo One and cloud platform Kosmo World. This marks a significant upgrade for Hesai from LiDAR toward core infrastructure for physical AI.
It is reported that Kosmo directly addresses the "impossible triangle" of embodied intelligence data. Through a one-stop solution combining "spatial camera capture plus cloud platform reconstruction," it transforms the real world into sim-ready three-dimensional training data, covering the entire process from pre-training to deployment evaluation.
According to BOCOM International, on the client expansion front, the company has signed strategic cooperation agreements with Galbot and Yuanli Lingji. The relevant three-dimensional data has been used in Pixar's RenderMan rendering pipeline, and the first batch of three-dimensional commercial scenes developed in cooperation with Amap has also gone live.
The firm believes that existing cases demonstrate the product's applicability across different scenarios. However, commercialization remains at an early stage, and future attention should be paid to paid client expansion, project replication, and sustained revenue contribution.
Comments