Hesai discloses new humanoid lidar orders and actuation shipments
Hesai’s Q2 results disclosed new robotics-lidar orders from Unitree, Robbyant, Galbot, Galaxea and Dexmal, Kosmo orders including Galbot, and robotic-actuation-module shipments to Sharpa.
Evidence notes
- New robotics-lidar orders and JT128 adoption include Unitree, Robbyant, Galbot, Galaxea and Dexmal.
- After Kosmo prototype deliveries in July 2026, orders were secured from humanoid-robot companies including Galbot, with initial revenue expected in Q3.
- The robotic-actuation production line is operational, dexterous-hand module shipments are underway and Sharpa is an actuation-module customer.
- The August 18 release is a commercial disclosure and does not establish that every underlying order was signed that day.
Company context
Hesai Technology develops lidar sensors for autonomous mobility, robotics, industrial automation and smart infrastructure applications.