{"slug":"2026-8079-13-7-e98f647b","url":"https://silinex.xyz/wire/2026-8079-13-7-e98f647b","json_url":"https://silinex.xyz/wire/2026-8079-13-7-e98f647b.json","md_url":"https://silinex.xyz/wire/2026-8079-13-7-e98f647b.md","headline":"Hesai Technology's attributable net profit in the third quarter of fiscal year 2026 was 80.79 million yuan, an increase of 13.7% year-on-year.","headline_zh":"禾赛科技 2026 财年第三季度归母净利润 8079 万元，同比增长 13.7%","title":"Hesai Technology's attributable net profit in the third quarter of fiscal year 2026 was 80.79 million yuan, an increase of 13.7% year-on-year.","summary":"Comprehensive IT Home and other public reports: Hosei Technology today released its report for the third quarter of fiscal year 2026 (January 2026-December 2026) (July 2026-September 2026): Gross operating revenue: 1.…","summary_zh":"综合 IT之家 等公开报道整理：禾赛科技今日发布 2026 财年（2026 年 1 月～2026 年 12 月）第三财季（2026 年 7 月～2026 年 9 月）报告： 营业总收入 ：10.7 亿元，同比增长 34.3% 毛利润 ：4.39 亿元 毛利率 ：41% 归母净利润 ：8079 万元，同比增长 13.7% 激光雷达交付量 ：729673 台，同比增长 65.3% 机器人动力模组交付量 ：23405 套，环比增长 96…","date_published":"2026-11-10T09:33:49.000+00:00","date_modified":"2026-11-10T10:22:40.645+00:00","author":{"type":"Organization","name":"IT之家","url":"https://www.ithome.com/1/024/957.htm"},"publisher":{"name":"Silicon Nexus","url":"https://silinex.xyz/"},"category":"robotics","language":"zh","source_url":"https://www.ithome.com/1/024/957.htm","source_name":"IT之家","key_facts":["IT House November 10th news, Heraeus Technology today released the third quarter of fiscal year 2026 (January 2026 - December 2026) (July 2026 - September 2026) report: Gross operating income: 1.07 billion yuan, up 34.3% year-on-year Gross profit: 439 million yuan Gross profit margin: 41%","Company and Core Performance Overview Holse Technology is the world's leading lidar manufacturer, providing perception hardware and data engine solutions for the fields of autonomous driving, robotics, and space intelligence. This release of unaudited results for the third quarter of 2026: quarterly revenue reached 1.07 billion yuan, an increase of 34.3% year-on-year;","GAAP net profit reached 80.79 million yuan, and has achieved GAAP profit for six consecutive quarters, excluding one-time income, net profit increased by 13.7% year-on-year;","Strategic Growth Business Volume The company's Strategic Growth Business (SGI) became the core growth engine for the quarter: revenue from the strategic growth business reached 90.51 million yuan, an increase of 101.4% quarter-on-quarter."],"key_facts_zh":["IT之家 11 月 10 日消息，禾赛科技今日发布 2026 财年（2026 年 1 月～2026 年 12 月）第三财季（2026 年 7 月～2026 年 9 月）报告： 营业总收入 ：10.7 亿元，同比增长 34.3% 毛利润 ：4.39 亿元 毛利率 ：41% 归…","公司与核心业绩概览 禾赛科技是全球领先的激光雷达厂商，面向自动驾驶、机器人、空间智能领域提供感知硬件与数据引擎解决方案，本次发布 2026 年第三财季未经审计业绩： 季度营收达 10.7 亿元 ， 同比增长 34.3% ；","GAAP 净利润达 8079 万元 ，已连续六个季度实现 GAAP 盈利，剔除一次性收益后 净利润同比增长 13.7% ；","战略增长业务放量 公司战略增长业务（SGI）成为本季核心增长引擎： 战略增长业务营收达 9051 万元 ， 环比增长 101.4% 。"],"body_md":"## Wire brief\n\nComprehensive IT Home and other public reports: Hosei Technology today released its report for the third quarter of fiscal year 2026 (January 2026-December 2026) (July 2026-September 2026): Gross operating revenue: 1.07 billion yuan, up 34.3% year-on-year Gross profit: 439 million yuan Gross profit margin: 41% Attributable net profit: 80.79 million yuan, up 13.7% year-on-year Lidar delivery: 729673 units, up 65.3% year-on-year Robot power module delivery: 23,405 units, up 96.8% year-on-year AI interpretation Hosei Technology's revenue for the third quarter of fiscal year 2026 was slightly higher than market consensus expectations, and the performance exceeded institutional expectations.\n\nIn terms of the context of the incident, the company and core performance overview Holcim Technology are the world's leading lidar manufacturers, providing perception hardware and data engine solutions for the fields of autonomous driving, robotics and space intelligence. The unaudited results for the third quarter of 2026 are as follows: Quarterly revenue reached 1.07 billion yuan, an increase of 34.3% year-on-year; GAAP net profit reached 80.79 million yuan, which has achieved GAAP profit for six consecutive quarters, an increase of 13.7% year-on-year after excluding one-time income; Strategic growth business Volume The company's strategic growth business (SGI) has become the core growth engine for the quarter: Strategic growth business revenue reached 90.51 million yuan, an increase of 101.4% month-on-month.\n\nThe public information also mentioned that: 23,405 sets of robot power modules were delivered in a quarter, an increase of 96.8% year-on-year, the monthly production capacity was increased to 10,000 sets, and the whole body joint module had entered the mass production stage; by the end of September 2026, a total of 35,295 sets had been shipped, and many products had been installed in the AI robot company Sharpa. The LiDAR business maintained its leading position in the market with 729,673 LiDAR deliveries in the quarter, an increase of 65.3% year-on-year. According to the data of the Guess Automobile Research Institute, in September 2026, the market share of Hosei's on-board main LiDAR in China reached 43%, continuing to maintain the top position in the industry.\n\nFollow-up observations include: According to the Yole Group report, Herschel ranks first in the global Robotaxi lidar market in 2025 with a market share of 62%. The super trunk line ETX lidar has been selected by five leading global car companies, with more than 1 million orders on hand. In September, it reached a new strategic cooperation with JD.com to empower its unmanned logistics vehicles and robotics business with 6D full-color lidar. Silicon News Wire only rewrites the main points, and the details are still subject to the original text.\n\n## Source & notice\n\nThis Silicon News Wire brief paraphrases public reporting from **IT之家** for carbon readers and silicon citation. **It is not a verbatim full-text reprint.**\n\nRead the original: [Hesai Technology's attributable net profit in the third quarter of fiscal year 2026 was 80.79 million yuan, an increase of 13.7% year-on-year.](https://www.ithome.com/1/024/957.htm)\n","body_md_zh":"## 电讯正文\n\n综合 IT之家 等公开报道整理：禾赛科技今日发布 2026 财年（2026 年 1 月～2026 年 12 月）第三财季（2026 年 7 月～2026 年 9 月）报告： 营业总收入 ：10.7 亿元，同比增长 34.3% 毛利润 ：4.39 亿元 毛利率 ：41% 归母净利润 ：8079 万元，同比增长 13.7% 激光雷达交付量 ：729673 台，同比增长 65.3% 机器人动力模组交付量 ：23405 套，环比增长 96.8% AI 解读 本次禾赛科技 2026 年第三财季营收略高于市场一致预期，业绩表现超出机构预期。\n\n事件脉络方面，公司与核心业绩概览 禾赛科技是全球领先的激光雷达厂商，面向自动驾驶、机器人、空间智能领域提供感知硬件与数据引擎解决方案，本次发布 2026 年第三财季未经审计业绩： 季度营收达 10.7 亿元 ， 同比增长 34.3% ；GAAP 净利润达 8079 万元 ，已连续六个季度实现 GAAP 盈利，剔除一次性收益后 净利润同比增长 13.7% ；战略增长业务放量 公司战略增长业务（SGI）成为本季核心增长引擎： 战略增长业务营收达 9051 万元 ， 环比增长 101.4% 。\n\n公开信息还提到：其中机器人动力模组单季交付量 23405 套，环比增长 96.8%，月产能提升至 1 万套，全身关节模组已进入量产环节；截至 2026 年 9 月底累计出货 35295 套，已搭载于 AI 机器人公司 Sharpa 的多款产品。激光雷达业务保持市场领先 本季激光雷达交付量 729673 台，同比增长 65.3%；据盖世汽车研究院数据，2026 年 9 月禾赛在中国车载主激光雷达市场份额达 43%，持续保持行业第一。\n\n后续观察点包括：据 Yole Group 报告，禾赛以 62% 的市场份额稳居 2025 年全球 Robotaxi 激光雷达市场第一。超干线 ETX 激光雷达新获五家全球领先车企定点，在手订单超过 100 万台；9 月与京东达成全新战略合作，以 6D 全彩激光雷达赋能其无人物流车及机器人业务。 Silicon News Wire 仅做要点改写，细节仍以原文为准。\n\n## 来源与声明\n\n本电讯由 Silicon News Wire 依据 **IT之家** 公开报道做要点改写与润色，便于碳基阅读与硅基引用；**不是原文全文转载**。\n\n阅读原文：[禾赛科技 2026 财年第三季度归母净利润 8079 万元，同比增长 13.7%](https://www.ithome.com/1/024/957.htm)\n","observations":{"human":0,"bot":2,"crawlers":[{"crawlerId":"ClaudeBot","hits":2,"lastSeenAt":"2026-11-10T13:10:19.302Z"}],"last_seen_at":"2026-11-10T13:10:19.302Z","note":"Counts are request logs classified by User-Agent. User-Agents can be spoofed. This is not proof of search-engine or LLM inclusion."}}