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    Jessie Lo

    Research Analyst at Bank of America

    Jessie Lo is an analyst at Bank of America, but comprehensive details about her exact title, sector expertise, and track record are not available in publicly indexed or official sources. There are no readily found records outlining her company coverage list or documented performance statistics such as success rates or TipRanks rankings. Furthermore, her career timeline, previous industry experience, and precise professional credentials—including securities licenses or FINRA registration—are not detailed in current available public resources. As such, more information may exist behind proprietary databases or within verified professional networks, but that data is not accessible from public search at this time.

    Jessie Lo's questions to Hesai (HSAI) leadership

    Jessie Lo's questions to Hesai (HSAI) leadership • Q1 2025

    Question

    Jessie Lo of Bank of America asked about the Average Selling Price (ASP) trajectory for ADAS LiDAR given the product mix shift, and also requested an update on domestic capacity expansion and details regarding the new Southeast Asia plant, including CapEx and timeline.

    Answer

    CFO Andrew Fan detailed the ASPs for different products, noting ATP at ~$350, high-performance AT at ~$500, and the volume-driving ATX at ~$200. CEO Yifan Li added that cost structures are set by design and scale, making ASP declines predictable. Regarding capacity, Mr. Fan confirmed the 2 million domestic unit capacity is on track for year-end and the Southeast Asia plant lease was signed, with operations expected by late 2026/early 2027. Total 2025 CapEx is guided at $30-$50 million.

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