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    Jackie John

    Vice President and Equity Research Analyst at CICC

    Jackie John is a Vice President and Equity Research Analyst at CICC, specializing in coverage of Chinese technology and internet companies. She provides analysis on firms such as Alibaba, Tencent, JD.com, and Meituan, and her stock recommendations have demonstrated a 61% success rate with average annualized returns of 12%, according to TipRanks. Jackie began her career at CICC in 2018 after graduating from a top Chinese university, and she previously interned at both HSBC and Morgan Stanley. She is professionally licensed with China's Securities Association and holds the CFA designation, underscoring her expertise in equity markets and investment research.

    Jackie John's questions to Hesai (HSAI) leadership

    Jackie John's questions to Hesai (HSAI) leadership • Q2 2024

    Question

    Jackie John from CICC asked for specific scenarios where LiDAR is a necessity for achieving Level 3 autonomous driving. He also inquired about the progress of integrating the ATX LiDAR into vehicle headlights and the specific cost-reduction strategies for ATX beyond economies of scale.

    Answer

    CEO Yifan Li identified two critical scenarios for Level 3 safety where LiDAR excels: detecting general or unidentified objects that may confuse camera systems, and operating in challenging lighting conditions such as darkness or tunnel transitions. Regarding the ATX, Li explained that cost reductions stem from next-generation ASICs, a higher level of semiconductor integration, and product refinements based on extensive real-world data. Executive Yuanting Shi highlighted the partnership with Tier 1 supplier Marelli to integrate ATX into headlights as a key development.

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