Movement Alert｜HESAI-W Rises 6.95% in Regular Trading, BlackRock Stake Increase and Physical AI Concept Momentum Fuel Rally

Market Focus09-04

On September 4, HESAI-W rose 6.95% in regular trading, trading at HK$18.4/share, with turnover of HK$14.8866 million. Multiple positive catalysts converged to drive the stock higher.

On the news front, BlackRock, Inc. increased its holdings in HESAI-W by 6.2955 million shares on August 31 at an average price of HK$16.32 per share, totaling approximately HK$103 million. Following the purchase, BlackRock holds approximately 57.318 million shares, representing a 5.51% stake. Meanwhile, the broader Physical AI concept sector in Hong Kong strengthened, boosting HESAI-W as a leading LiDAR and embodied intelligence play. The stock also benefited from sentiment spillover after its U.S.-listed shares surged over 11% overnight.

Institutional coverage remains bullish, with a maintained Strong Buy rating and a target price of HK$26.93, implying approximately 52% upside from current levels. The valuation is based on a sum-of-parts model assigning 30x PE to core LiDAR operations and 6.7x PS to its strategic growth initiative business, yielding a combined target market cap of RMB 29.3 billion.

(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.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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