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Lu Jia

Senior Equity Analyst at VOCI

Lu Jia is a Senior Equity Analyst at VOCI, specializing in technology and consumer sectors with concentrated coverage on companies such as Alibaba, JD.com, Pinduoduo, and Meituan. She has established a reputation for accuracy in her stock forecasts, currently ranking in the top 20% of analysts on leading platforms and maintaining an average success rate above 62% with double-digit annualized returns. Lu Jia began her investment research career in 2013 at CITIC Securities, transitioned to Haitong International as a Research Associate, and joined VOCI as a lead analyst in 2021. She holds a CFA charter and is FINRA-registered with Series 7 and Series 63 licenses, earning recognition for her detailed China internet company coverage and actionable investment recommendations.

Lu Jia's questions to Hesai (HSAI) leadership

Question · Q3 2025

Lu Jia from VOCI asked Hesai Group's management about new business initiatives beyond LiDAR, referencing a statement made at the Hong Kong listing event that Hesai aims to be more than just a LiDAR company in the next decade. She requested details on potential future expansion areas.

Answer

CEO David Li outlined Hesai Group's future expansion beyond LiDAR, focusing on four key areas. First, enhancing sensing capabilities for higher safety, including longer range, higher density, and material recognition, which he sees as a market larger than current LiDAR TAM. Second, integrating AI with sensing for perception software stacks to enable sensors to "think better," already applied in robotics. Third, exploring opportunities in "general definition of space sensing" by capturing the 3D world. Fourth, leveraging Hesai's expertise in high-end sensing, semiconductor, and manufacturing into broader infrastructure technologies. He emphasized that autonomous movement will require Hesai's advanced sensing capabilities.

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Question · Q3 2025

Lu Jia asked Hesai Group's management to elaborate on its new business initiatives beyond LiDAR, specifically inquiring about potential new areas the company is considering expanding into over the next decade, as mentioned during its Hong Kong listing event.

Answer

CEO David Li outlined several exciting potential expansion areas. First, enhancing sensing capabilities beyond current LiDAR, focusing on longer range, higher density, material recognition, speed measurement, and diverse working principles to improve safety. Second, integrating AI with best sensing hardware to develop perception software stacks, enabling sensors to "think better." Third, leveraging these capabilities for general "space sensing" to fully capture and record the 3D world. Fourth, expanding into broader "infrastructure technologies" beyond sensing, utilizing Hesai's proven expertise in high-end sensing, semiconductor, manufacturing, and quality capabilities for physical AI 2.0. He concluded by referencing Jensen Huang's quote about autonomous movement and Hesai's role in providing sensing capabilities for such systems.

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