Hesai lifts 2026 Sharpa supply deal annual cap to RMB 300 million

• Hesai signed a revised supply framework with Sharpa to lift its 2026 transaction cap to RMB 300 million from RMB 100 million.
• Scope covers LiDAR units, robotic actuators, manufacturing support tied to actuator integration for Sharpa’s dexterous-hand robotics products.
• Transactions reached about RMB 42 million from March 25 to June 30, 2026, prompting the cap increase on expected volume growth.
• Cost-plus margins for actuators, related services raised to about 70%-80% from about 40%-50% and 35%-45%, respectively.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Hesai Group published the original content used to generate this news brief via IIS, the regulatory disclosure system operated by the Hong Kong Stock Exchange (HKex) (Ref. ID: HKEX-EPS-20260731-12264990), on July 31, 2026, and is solely responsible for the information contained therein.