2023年1月17日，来自上海的上海禾赛科技有限公司的控股公司Hesai Group（以下简称“禾赛科技”）在美国证监会(SEC)公开披露招股书，其早于2021年7月2日在SEC秘密递表，股票代码HSAI，拟在美国纳斯达克IPO上市 ，有望成为“中国激光雷达第一股”。

禾赛科技招股书链接：

https://www.sec.gov/Archives/edgar/data/1861737/000110465923004072/tm2120356-19_f1.htm

主要业务

禾赛科技，总部位于上海，成立于2014年，作为一家全球自动驾驶及高级辅助驾驶(ADAS)激光雷达公司，主要为乘客或商用车辆提供激光雷达产品，并配备先进的驾驶员辅助系统(ADAS)，为自动驾驶车队提供客运和货运移动服务，以及其他应用(如最后一英里配送机器人、街道清扫机器人和禁区内的物流机器人)。

2017年至2022年12月31日期间，禾赛科技共出货超过10.3万台激光雷达，并在2022年累计出货超过80400万台激光雷达，主要面向ADAS客户。其最大的ADAS客户包括理想汽车、集度和路特斯(莲花)，截至2021年12月31日，全球15家顶级自动驾驶公司中有12家使用和赛的主要激光雷达解决方案。

股东架构

招股书显示，禾赛科技在上市前的股东架构中，其主要股东包括：

李一帆 Yifan Li，通过ALBJ Limited持股8.6%，拥有25.7%的投票权；

孙恺 Kai Sun，通过Fermat Star Limited持股8.9%，拥有26.5%的投票权；

向少卿 Shaoqing Xiang，通过Galbadia Limited持股8.6%，拥有25.7%的投票权；

谢东萤 Louis T. Hsieh，持股1.2%，拥有0.4%的投票权；

杨彩莲 Cailian Yang，持股少于1%，拥有少于1%的投票权；

光速 Lightspeed Opportunity，持股9.3%，拥有2.8%的投票权；

光速 Lightspeed China Partners，持股8.2%，拥有2.5%的投票权；

百度 Baidu Holdings，持股6.8%，拥有2.0%的投票权；

博世创投 Bosch，持股6.6%，拥有2.0%的投票权；

小米 Xiaomi，持股6.3%，拥有1.9%的投票权；

远瞻资本 Yuanzhan，持股5.9%，拥有1.8%的投票权。

此外，美团、高瓴、启明创投、CPE源峰、德同资本、中信产业基金、华泰美元基金、斐君资本、安森美半导体、Axiom Asia Private Capital、交银国际控股、磐谷创投、高达同道、将门创投、大米创投、PreAngel等也曾参与禾赛科技的投资。

 

公司架构

招股书显示，禾赛科技的架构如下：

管理层

招股书显示，禾赛科技的管理层如下：

李一帆博士 Dr. Yifan Li

Dr. Yifan Li is our co-founder and has served as our chief executive officer and director since our inception. Prior to co-founding Hesai, Dr. Li served as a principal engineer at Western Digital in Silicon Valley from 2013 to 2014. Dr. Li received his bachelor’s degree in mechanical engineering from Tsinghua University in 2009, a master’s degree in mechanical engineering from University of Illinois at Urbana-Champaign in 2009, and a PhD degree in mechanical engineering from University of Illinois at Urbana-Champaign in 2013. Dr. Li’s numerous accolades include being named as Fortune Magazine’s “40 Under 40 in China,” MIT Technology Review’s “2020 Innovators Under 35 of China,” and a Young Global Leader of the World Economic Forum for the Class of 2021.

 

孙恺博士  Dr. Kai Su

Dr. Kai Sun is our co-founder and has served as our chief scientist and director since our inception. Dr. Sun received his bachelor’s degree in thermal energy and power engineering from Shanghai Jiao Tong University in 2007, a master’s degree in mechanical engineering from Stanford University in 2009, and a PhD degree in mechanical engineering and also a PhD minor degree in electrical engineering from Stanford University in 2013. Prior to co-founding Hesai, Dr. Sun worked as a research associate at Stanford University in 2014. Dr. Sun’s primary research at Stanford University focused on building ultra-fast and high-sensitivity molecular detection systems with lasers and novel detection technologies. These detection systems operate in extremes conditions for the research of reaction kinetics. Several of Dr. Sun’s papers were selected to IOP Select (Institute of Physics in the UK), Spotlight of OSA (Optical Society of America), and “100 Years of Combustion Kinetics at Argonne.” Dr. Sun also won the Outstanding Paper Award of the journal Measurement Science and Technology in 2013.

 

向少卿 Mr. Shaoqing Xiang

Mr. Shaoqing Xiang is our co-founder and has served as our chief technology officer and director since our inception. Prior to co-founding Hesai, Mr. Xiang worked at Apple, Inc. as an iPhone hardware systems integration engineer from 2011 to 2014. Mr. Xiang received his bachelor’s degree in micro-electromechanical systems from Tsinghua University in 2007. Mr. Xiang received a fellowship award and obtained dual master’s degrees in mechanical engineering and electrical engineering from Stanford University in 2009 and 2011, respectively.

 

谢东萤 Mr. Louis T. Hsieh

Mr. Louis T. Hsieh has served as our global chief financial officer since April 2021 and our director since June 2021. Mr. Hsieh also currently serves as a director at New Oriental Education & Technology Group (NYSE: EDU, HKSE: 09901), or New Oriental, the largest provider of private educational services in China. Mr. Hsieh joined New Oriental in 2005 and served as its chief financial officer from 2005 to 2015 and its president from 2008 to 2016. He also currently serves as an independent director and chairman of the audit committee of JD.com (NASDAQ: JD, HKSE: 09618) since May 2014. He also currently serves as an independent director of YUM China Holdings, Inc. (NYSE: YUMC, HKSE: 09987), the largest restaurant operator in China. From May 2017 to October 2019, Mr. Hsieh served as the global chief financial officer of NIO Inc. (NYSE: NIO), a leading Chinese electric vehicle company. From August 2016 to September 2017, Mr. Hsieh served as an independent director and chairman of the audit committee of Nord Anglia Education Inc. (formerly NASDAQ: NORD, taken private in 2017). From 2007 to 2009, Mr. Hsieh served as an independent director and chairman of the audit committee of Perfect World (formerly NASDAQ: PWRD, taken private in 2015). Prior to that, Mr. Hsieh served as the chief financial officers of ARIO Data Networks, Inc. from 2003 to 2005. Before that, Mr. Hsieh held senior executive positions in private equity and investment banking with UBS Capital (Managing Director and Asia Tech/Media/Telecom Head), JP Morgan (vice president) and Credit Suisse, and served as a corporate and securities law attorney at White & Case LLP. Mr. Hsieh holds a B.S. degree in industrial engineering and engineering management from Stanford University, an M.B.A. degree from The Harvard Business School, and a J.D. degree from the University of California at Berkeley.

 

杨彩莲 Ms. Cailian Yang

Ms. Cailian Yang has served as our vice president of operations and director since November 2017. Ms. Yang joined us in December 2014 as the first employee of Hesai. Prior to joining us, Ms. Yang served as a customer manager in Shanghai Pudong Development Bank from October 2012 to July 2014, and a customer manager in Citibank from September 2014 to December 2014. Ms. Yang received her bachelor’s degree in business English from Yancheng Teachers University in 2012.

公司业绩

招股书显示，在过去的2019年、2020年、2021年和2022年前九个月，禾赛科技的收入分别为3.48亿、4.16亿、7.21亿和7.93亿元人民币，相应的净亏损分别为1.75亿、1.07亿、24.56亿和6.12亿元人民币。

中介机构

禾赛科技是次IPO的的中介团队主要有：高盛、摩根士丹利、瑞信、华泰证券为其联合承销商；德勤为其审计师；通商、世达分别为其公司中国律师、公司美国律师；方达、瑞生为其承销商美国律师。

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