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    Yutong Zhang

    Research Analyst at Huatai Securities

    Yutong Zhang is an Analyst at Huatai Securities specializing in equity research, with a focus on covering companies such as Hesai in the technology and global OEM sectors. Zhang is known for detailed market inquiries and tracking international company performance, exemplified by active engagement with company executives on global delivery timelines and strategic expansion. While specific rankings and performance metrics are not publicly available, Zhang’s career at Huatai Securities reflects a solid research background and a specialization in disruptive tech and cross-border market dynamics. Professional credentials and prior employment history are not disclosed, but Zhang is recognized for rigorous research capabilities within their coverage area.

    Yutong Zhang's questions to Hesai (HSAI) leadership

    Yutong Zhang's questions to Hesai (HSAI) leadership • Q1 2025

    Question

    Yutong Zhang from Huatai Securities inquired about Hesai's global market progress, asking for delivery timelines to global OEMs, the expected volume impact over the next two years, and the potential for NRE (Non-Recurring Engineering) income from these partnerships.

    Answer

    CFO Andrew Fan highlighted significant progress, including five active Proof of Concept (POC) programs with top global OEMs and Tier 1s in Europe and Japan. He emphasized an exclusive, multi-year design win with a top European OEM, calling it the industry's largest global program. While not providing specific timelines or NRE figures, he underscored the massive long-term market potential of $30 to $60 billion as global LiDAR penetration grows.

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