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南华早报

禾赛科技推出3D空间摄像头,中国激光雷达制造商拓展物理AI领域Hesai launches 3D spatial camera as Chinese lidar maker expands into physical AI

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作为全球最大的车载激光雷达传感器制造商,禾赛科技正积极拓展物理人工智能领域,力求发掘新的增长机遇。近日,该公司推出了一款3D空间摄像头产品。

Hesai Group, the world’s largest maker of lidar sensors for vehicles, has launched a 3D spatial camera as it expands into physical artificial intelligence in search of new growth opportunities.

这款名为Kosmo的便携式设备被禾赛科技称为“物理人工智能之眼”,能够将现实环境中的场景转化为精细且可编辑的3D模型。据公司介绍,该产品的设计初衷便是实现校园、工厂等复杂空间的数字化标准化处理。

The handheld device, called Kosmo, is described by Hesai as a “physical AI eye” and converts real-world environments into detailed, editable 3D models. The company said it was designed to standardise the digitisation of complex spaces such as campuses and factories.

“这些新产品体现了我们强大的创新能力,也将催生出全新的商业模式,”禾赛科技首席执行官李一帆在周三的媒体发布会上对记者说道。

“Our interesting new products, which represent an extension of our innovative capabilities, will lead to some new business patterns,” David Li Yifan, CEO of Hesai, told reporters in a media briefing on Wednesday.

“目前禾赛科技还有多款相关产品正在研发中,它们将有助于整个物理人工智能产业基础设施的建设。”Kosmo设备依托一个集成了人工智能算法、数字3D模型及云服务的智能平台运行。据称,该设备可帮助电影制作方、游戏开发者以及文化服务企业更高效地将现实环境转化为可直接用于创作的3D内容。

“Hesai has some other product series in the pipeline that can contribute to the development of the infrastructure for the entire physical AI industry.”Kosmo is supported by an intelligent platform that integrates AI algorithms, digital 3D models and cloud services. The company said the device could help filmmakers, video game developers and cultural service providers convert physical environments into production-ready 3D content more quickly.

李一帆还表示,随着具身人工智能技术的发展,禾赛科技计划打造Kosmo平台以助力机器人训练。目前,该公司已与皮克斯动画工作室携手合作,共同研发与Kosmo相关的技术。

Li said Hesai envisioned building a Kosmo platform to help train robots as embodied AI develops. The company has partnered with Pixar Animation Studios to develop Kosmo-related technologies.

展望未来,李一帆指出,随着人工智能产业的持续壮大,禾赛科技将致力于发展成为一家综合性技术企业,其技术与产品最终有望服务于人形机器人制造商等各类企业。

The CEO said Hesai aimed to evolve into a broader technology company as the AI industry grows, adding that its technologies and products could eventually be supplied to businesses such as humanoid robot makers.

今年8月,这家总部位于上海的企业的首席财务官范骁轶在接受《南华早报》采访时曾强调,禾赛科技绝不仅仅是一家汽车零部件供应商,公司正大力进军人工智能相关产品领域。

In August, Andrew Fan, chief financial officer of the Shanghai-based firm, told the South China Morning Post that the company was more than an automotive supplier, pointing to its push into AI-related products.

今年4月,禾赛科技发布了其“6D”全彩平台,称该平台将使激光雷达传感器能够以行业领先的性能测量距离并识别小型物体。该公司将其称为6D技术,因为这些传感器能够探测物体的X、Y、Z坐标,以及其反射率、速度和颜色。

In April, Hesai unveiled its “6D” full-colour platform, saying it would enable lidar sensors to measure distances and identify small objects with industry-leading performance. It describes the technology as 6D because of the sensors’ ability to detect the X, Y and Z coordinates of an object, plus its reflectivity, velocity and colour.

这些激光雷达传感器由禾赛科技自主研发的毕加索芯片驱动,目前尚未交付给客户。

The lidar sensors are powered by Hesai’s self-developed Picasso chip and have not yet been delivered to customers.

禾赛科技进军人工智能领域之际,北京正寻求让中国成为机器人领域的全球领导者,并得到该行业强大供应链的支撑。

Hesai’s push into AI comes as Beijing seeks to make China a global leader in robotics, backed by a strong supply chain for the industry.

中国已经是全球最大的工业机器人市场,也是人形机器人的领先开发者。根据国际机器人联合会2025年9月发布的数据,2024年中国占全球工业机器人安装量的54%。

China is already the world’s largest market for industrial robots and a leading developer of humanoids. In 2024, it accounted for 54 per cent of the world’s industrial robot installations, according to data released by the International Federation of Robotics in September 2025.

禾赛科技的激光雷达传感器帮助智能车辆绘制周围环境地图。该公司向中国最大的10家汽车集团供应产品。

Hesai’s lidar sensors help intelligent vehicles map their surroundings. The company supplies products to China’s 10 largest automotive groups.

该公司报告称,截至6月的三个月净利润为7060万元人民币(1040万美元),同比增长60%。该公司表示,营收增长21%,达到8.608亿元人民币。

The company reported net income of 70.6 million yuan (US$10.4 million) for the three months ended June, up 60 per cent from a year earlier. Revenue grew 21 per cent to 860.8 million yuan, it said.