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.
Company context
Hesai Technology develops lidar sensors for autonomous mobility, robotics, industrial automation and smart infrastructure applications.