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Zhang Yu

member of the equity research team at Huatai Securities

Zhang Yu is an Analyst at Huatai Securities, specializing in the financial sector with a primary focus on investment research and market analysis. While detailed performance metrics and the specific companies covered by Zhang Yu are unavailable, Zhang Yu is recognized for expertise in analyzing and advising on Chinese financial markets, contributing valuable insights to institutional clients. Career history and credentials, including professional certifications and previous firm experience, are not publicly disclosed; information about licenses such as FINRA registration could not be verified. Zhang Yu is regarded for rigorous analytical work and is a member of the equity research team at Huatai Securities.

Zhang Yu's questions to Hesai (HSAI) leadership

Zhang Yu's questions to Hesai (HSAI) leadership • Q2 2024

Question

Zhang Yu from Huatai Securities inquired about the key differences between the new ATX product and the AT128, including its expected impact on gross margin. He also asked about Hesai's product offerings and order pipeline for the broader robotics market.

Answer

Executive Yuanting Shi described the ATX as a high value-to-cost product that improves performance while reducing cost, leading to design wins with seven OEMs, with SOP expected in Q1 2025. CEO Yifan Li added that Hesai has always served the non-ADAS robotics market with its QT and XC series and is developing more miniaturized, lower-cost products for emerging applications. Yuanting Shi cited a recent deal with Westwell for logistics as an example of Hesai's activity in the industrial robotics space.

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