Hesai lifts 2026 Sharpa supply deal annual cap to RMB 300 million
HSAI•Revised supply framework raises 2026 cap
Hesai signed a revised supply framework with Sharpa to lift its 2026 transaction cap to RMB 300 million from RMB 100 million.
The scope covers LiDAR units, robotic actuators, and 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 and related services were raised to about 70%-80% from about 40%-50% and 35%-45%, respectively.
