Sign in

    Yu Zhang

    Senior Equity Analyst at Huatai Securities

    Yu Zhang is a Senior Equity Analyst at Huatai Securities, specializing in coverage of key companies across China and Hong Kong equities, with a particular focus on emerging industries and innovative enterprises. He provides in-depth research and investment analysis for major listed firms such as HUTCHMED, reflecting his involvement in the biotech and healthcare sectors as part of a broader mandate spanning growth sectors. While explicit performance metrics and rankings are not publicly disclosed, Huatai Securities itself has achieved top positions in Institutional Investor’s All-China Research poll, indicative of a high research standard within its analyst team. Yu Zhang began his equity research career at Huatai Securities, where he continues to serve, and is recognized for his sector expertise, though specific licenses or FINRA registration details for Zhang are not available.

    Yu Zhang's questions to Hesai (HSAI) leadership

    Yu Zhang's questions to Hesai (HSAI) leadership • Q4 2024

    Question

    Yu Zhang from Huatai Securities asked for the strategy to achieve the strong 2025 guidance for shipments and profitability. He also questioned the long-term necessity of LiDAR in robotics, suggesting cheaper sensors might suffice.

    Answer

    CFO Peng Fan explained that the 2025 profit guidance is achievable through strong top-line growth driven by customer orders, generating RMB 400-600 million in additional gross profit, combined with disciplined OpEx management. CEO David Li countered the robotics question by using the robotic vacuum cleaner as an example, arguing that LiDAR provides essential functions like SLAM that create significant value, making it a long-term necessity for many applications.

    Ask Fintool Equity Research AI