最新ニュース Hesai Gr (NASDAQ:HSAI) 株価情報

Hesai Gr

Hesai Group is engaged in the development, manufacture, and sales of three dimensional light detection and ranging solutions, or LiDAR. Its LiDAR products enable a broad spectrum of applications across passenger or commercial vehicles with advanced driver assistance systems, or ADAS, autonomous vehicle fleets providing passenger and freight mobility services, or Autonomous Mobility, and other applications such as last-mile delivery robots, street sweeping robots, and logistics robots in restricted areas, or Robotics. The Group organized its operations into two segments: the LiDAR segment and the gas detection segment, out of which LiDAR segments derives maximum revenue. Geographically, the company operates into North America, Mainland China, Europe and Other regions.

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HSAI

要点WeRideが、売上高の減少と損失の拡大を報告しつつ、100億ドル以上の時価総額を誇るという自己紹介のもと、米国に上場を申請した同社のR&amp;D（研究開発）費用は、今年上半期において売上高の3倍以上となる規模だったエディス・テリー氏の執筆

WeRide社がナスダック上昇申請　Didiに続く規模

Hesai Group - American Depositary Share, each ADS represents one Class B ordinary share

Hesai Group

News

Phoenix Motor Announces Nasdaq Delisting Notice

The participant in Neurogene's ongoing Phase 1/2 clinical trial for Rett syndrome who was dosed on November 5 with 3E15 vg of NGN-401 and was previously reported to be in critical condition, has died following complications from a rare and life-threatening hyperinflammatory syndrome associated with systemic exposure to high doses of adeno-associated virus (AAV).
Neurogene will also incorporate the 1E15 vg dose in its future registrational trial design planning.
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NGNE

Neurogene Says FDA Allowed Company To Proceed With Phase 1/2 Trial Using 1E15 vg Dose For Both Pediatric And Adolescent/Adult Cohorts

Gap (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GAP#NYSE">GAP</a>) reported quarterly earnings of $0.72 per share which beat the analyst consensus estimate of $0.57 by 26.32 percent. The company reported quarterly sales of $3.829 billion which beat the analyst consensus estimate of $3.812 billion by 0.45 percent. This is a 1.65 percent increase over sales of $3.767 billion the same period last year.

Earnings

Earnings Beats

Gap Q3 2024 GAAP EPS $0.72 Beats $0.57 Estimate, Sales $3.829B Beat $3.812B Estimate

Stock Split

CETX

Cemtrex Board Approves 1-For-35 Reverse Stock Split To Begin Trading November 26 Under Same CETX Symbol

Neurogene Says Participant In Ongoing Phase 1/2 Clinical Trial For Rett Syndrome Who Was Dosed On November 5 With 3E15 vg Of NGN-401 And Was Previously In Critical Condition, Has Died

CAMP

CAMP4 Therapeutics Q3 EPS $(24.19), Ended Quarter With $2.5M In Cash And Cash Equivalents

<ul>
<li>Cash and cash equivalents at €13.9 million, as of September 30, 2024.</li>
<li>Revenues of €1.3 million for the first nine months of 2024.</li>
<li>On July 18, 2024, Inventiva issued royalty certificates for an amount of €20.1 million.</li>
<li>Considering the receipt of €94.1 million in gross proceeds from the closing of the first part of the first tranche of the equity raise announced on October 14, 20242 and the receipt of the $10 million milestone payment under the amended license and collaboration agreement with CTTQ on November 18, 2024, the Company estimates that its cash, cash equivalents and deposits would enable it to finance its operations until the end of the second quarter of 20253.</li>
</ul>
 &nbsp;

Inventiva Reports Revenues Of €1.3 Million For The First 9-Months Of 2024

Copart (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPRT#NASDAQ">CPRT</a>) reported quarterly earnings of $0.37 per share which met the analyst consensus estimate. The company reported quarterly sales of $1.146 billion which beat the analyst consensus estimate of $1.100 billion by 4.19 percent. This is a 12.35 percent increase over sales of $1.020 billion the same period last year.

CPRT

Copart Q1 2025 GAAP EPS $0.37, Inline, Sales $1.146B Beat $1.100B Estimate

Regulators are looking to block Google <a href="https://www.benzinga.com/news/large-cap/23/10/35474706/googles-ai-ambitions-grow-with-major-investment-in-openai-rival-anthropic">from investing $2 billion</a> in Antrophic, a Jeff Bezos-backed rival to artificial intelligence (AI) innovator OpenAI. 
What Happened: The U.S. Department of Justice (DOJ) recommended in <a href="https://www.benzinga.com/tech/24/11/42105079/googles-unlawful-behavior-stifles-market-entry-for-rivals-doj-says-alphabet-must-sell-chrome-to-end-search-monopoly">a court filing Wednesday</a> that Alphabet Inc&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google divest its Chrome browser to dismantle its monopoly on online search. 
It doesn&#8217;t end there. Google should be barred from doing any deals with companies that control where consumers search for information, regulators say. That includes AI products. This puts Google's Anthropic investment at risk, according to <a href="https://www.bloomberg.com/news/articles/2024-11-21/us-justice-department-seeks-to-unwind-google-s-anthropic-deal">Bloomberg</a>, citing unnamed sources.
Also Read: <a href="https://www.benzinga.com/news/earnings/earnings-beats/24/11/42121215/nvidia-post-earnings-jitters-can-nvda-stock-regain-its-ai-fueled-momentum">Nvidia&#8217;s Post-Earnings Jitters: Can NVDA Stock Regain Its AI-Fueled Momentum?</a>
Google boasts over 91% global market share when it comes to online search, per&nbsp;<a href="https://gs.statcounter.com/search-engine-market-share" target="_blank" rel="noreferrer noopener">GlobalStats</a>.&nbsp;
Why It Matters: Google needs Anthropic, or startups like it. Without it, Google is at a disadvantage, considering every major tech company is essentially in an AI arms race. 
Since OpenAI&#8217;s ChatGPT launch in late 2022, tech giants have heavily invested in AI startups.
But Google&#8217;s Anthropic deal is raising concerns overseas as well.
Last month, U.K. antitrust officials announced an investigation into whether Google&#8217;s pursuit of Anthropic <a href="https://www.gov.uk/cma-cases/alphabet-inc-google-llc-slash-anthropic-merger-inquiry" target="_blank" rel="noreferrer noopener">could harm competition</a>. 
Meanwhile, Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) managed to avoid scrutiny. <a href="https://www.benzinga.com/m-a/24/09/41067395/amazons-partnership-with-jeff-bezos-backed-anthropic-gets-green-signal-from-uk-competition-watchdog" target="_blank" rel="noreferrer noopener">The UK&#8217;s competition regulator</a> recently approved the partnership between Amazon and Anthropic, despite the Seattle-based company&#8217;s significant $4 billion investment in the company.
Britain&#8217;s Competition and Markets Authority (CMA) confirmed the partnership does not fall under its jurisdiction.
Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) also appeased regulators when it <a href="https://www.benzinga.com/markets/equities/24/07/39703459/microsoft-relinquishes-observer-role-on-openais-board-says-it-is-confident-in-companys-direction" target="_blank" rel="noreferrer noopener">relinquished its board observer</a> role at OpenAI. The Redmond, Washington-based company invested over $10 billion in the AI startup.
What&#8217;s Next: A decision on whether the UK will require further investigation is expected by Dec. 19.
In the U.S., Google plans to appeal Judge Amit Mehta&#8216;s <a href="https://www.benzinga.com/government/24/08/40169996/alphabet-loses-antitrust-suit-over-google-search-dominance-report">antitrust ruling in August</a>. 
Mehta&#8217;s decision could ultimately lead to Google divesting segments of its business, <a href="https://www.benzinga.com/government/regulations/24/11/42119020/alphabet-bleeds-over-120-billion-in-market-value-eyes-worst-day-in-10-months-after-doj-demands-google-chrome-sale">including Chrome</a>.
Price Action: Alphabet was down 4.5% to $169.24 on Thursday.
Now Read:
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<li><a href="https://www.benzinga.com/markets/cryptocurrency/24/11/42121525/microstrategy-surges-674-in-2024-5-etfs-that-benefit-from-mstrs-bitcoin-driven-growth">MicroStrategy Surges 674% In 2024: 5 ETFs That Benefit From MSTR&#8217;s Bitcoin-Driven Growth</a></li>
</ul>
Image: Shutterstock

Politics

Tech

AMZN

GOOG

GOOGL

MSFT

Google, Anthropic Deal In Jeopardy As US Justice Department Looks To Snap Online Search Monopoly

Contracts

SNOA

Sonoma Pharmaceuticals Terminates Agreement With EMC Pharma After It Did Not Meet Minimum Purchase Requirements

Buybacks

EGAN

eGain Board Approves Extension To Stock Repurchase Program From Nov. 14 Until The Earlier Of The Date The Aggregate Amount Of Shares That Can Be Repurchased Under The Stock Repurchase Program Have Been Repurchased And November 14, 2025

Authorization is based on results from the Phase 3 CARTITUDE-4 (MMY3002) study, which showed treatment with CARVYKTI&#xAE; reduced the risk of disease progression or death by 74 per cent compared to standard of care.1
TORONTO, Nov. 21, 2024 /CNW/ - Johnson &amp; Johnson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNJ#NYSE">JNJ</a>) announced today that Health Canada has issued a Notice of Compliance (NOC) for CARVYKTI&#xAE; (ciltacabtagene autoleucel) for the treatment of adult patients with multiple myeloma who have received one to three prior lines of therapy, including a proteasome inhibitor and an immunomodulatory agent, and who are refractory to lenalidomide.1&nbsp;With this approval, CARVYKTI&#xAE; becomes the first and only B-cell Maturation Antigen&nbsp;(BCMA)-targeted therapy approved for the treatment of patients with multiple myeloma as early as second line.
CARVYKTI&#xAE; previously received a Notice of Compliance with conditions (NOC/c) from Health Canada for the treatment of adult patients with multiple myeloma who have received at least three prior lines of therapy, including a proteasome inhibitor, an immunomodulatory agent and an anti-CD38 antibody, and who are refractory to their last treatment.1
Canada's Drug Agency (CDA-AMC) has recently recommended CARVYKTI&#xAE; for reimbursement with conditions for eligible patients who have received one to three prior lines of therapy. In its rationale for the recommendation, CDA-AMC pointed out that the CARTITUDE-4 trial demonstrated that treatment with CARVYKTI&#xAE;, compared to standard of care, was associated with statistically significant and clinically meaningful improvements in progression-free survival (PFS) in eligible patients. This builds on their prior recommendation for reimbursement with conditions for CARVYKTI&#xAE; in 2023 in eligible patients who have received at least three prior lines of therapy, based on the results of the CARTITUDE-1 trial. Johnson &amp; Johnson is actively working with the pan-Canadian Pharmaceutical Alliance to negotiate reimbursement for CARVYKTI&#xAE; to enable public access.

Biotech

Johnson & Johnson Announces Health Canada Authorizes CARVYKTI For Patients With Relapsed Or Refractory Multiple Myeloma Who Have Received 1-3 Prior Lines Of Therapy, Including A Proteasome Inhibitor And An Immunomodulatory Agent, And Who Are Refractory To Lenalidomide

BGC Group's Howard Lutnick To Divest Interests And Step Down From Roles At Cantor, BGC, And Newmark Pending Senate Confirmation; Corporate Structure To Remain Unchanged With John Abularrage, Jean-Pierre Aubin, And Sean Windeatt Recommended As Co-CEOs

Myers Industries Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MYE#NYSE">MYE</a>), a leading manufacturer of a wide range of polymer and metal products and distributor for the tire, wheel and under-vehicle service industry (the "Company" or "Myers"), today announced that its Board of Directors (the "Board") has appointed Aaron M. Schapper as the Company's new President and Chief Executive Officer, effective January 1, 2025. Mr. Schapper will succeed Dave Basque, who has been serving as Myers' Interim President and CEO since September 9, 2024, and who will return to his role as Vice President, Special Projects. Mr. Schapper will also join the Board in January.

Management

Myers Industries Appoints Aaron Schapper As President, Chief Executive Officer And Director Effective January 1, 2025; Dave Basque, Who Has Been Serving As Myers' Interim President And CEO Since September 9, 2024, Will Return To His Role As Vice President, Special Projects

Oral peptide with biologics-like high potency and spectrum of activity against three therapeutically relevant dimeric forms of IL-17 (AA, AF and FF)
IND enabling studies underway, with Phase I initiation expected in Q425

PTGX

Protagonist Selects PN-881 As Development Candidate For Treatment Of Immune-Mediated Skin Disease

Alta Global Group Files Request For Withdrawal Of Its Registration Statement On Form F-1 With SEC, Initially Filed On September 5, 2024

<a href="https://storage.courtlistener.com/recap/gov.uscourts.txnd.395430/gov.uscourts.txnd.395430.30.0.pdf" title="https://storage.courtlistener.com/recap/gov.uscourts.txnd.395430/gov.uscourts.txnd.395430.30.0.pdf">https://storage.courtlistener.com/recap/gov.uscourts.txnd.395430/gov.uscourts.txnd.395430.30.0.pdf</a> &nbsp;

Hims & Hers Health, Inc. Class A Common Stock

HIMS

Shares Of Hims & Hers Health See Volume; Traders Circulate Court Filing Regarding Shortage Of Lilly's Tirzepatide Shortage, Parties Agree To Maintain Stay As Ordered By Court In October 2024, With Joint Status Report Due By December 19, 2024, Or Within Seven Days Of FDA's New Decision

The earnings results for Logility Supply Chain (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LGTY#NASDAQ">LGTY</a>) for Q2 were made public on Thursday, November 21, 2024 at 04:05 PM.
Here's a comprehensive overview of the announcement.
<h3>Earnings</h3>
Logility Supply Chain beat estimated earnings by 22.0%, reporting an EPS of $0.11 versus an estimate of $0.09.
Revenue was down $404 thousand from the same period last year.
<h3>Historical Earnings Summary</h3>
During the previous quarter, the company beat on EPS by $0.04, leading to a 8.0% increase share price change the next day.
Here's a look at Logility Supply Chain's past performance:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q1 2025</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>0.08</td>
<td>0.08</td>
<td>0.07</td>
<td>0.09</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>0.12</td>
<td>0.12</td>
<td>0.19</td>
<td>0.08</td>
</tr>
<tr>
<td>Revenue Estimate</td>
<td>25.26M</td>
<td>25.12M</td>
<td>24.81M</td>
<td>28.00M</td>
</tr>
<tr>
<td>Revenue Actual</td>
<td>26.19M</td>
<td>25.39M</td>
<td>25.54M</td>
<td>25.69M</td>
</tr>
</tbody>
</table>

To track all earnings releases for Logility Supply Chain <a href="https://www.benzinga.com/quote/LGTY/earnings">visit their earnings calendar here.</a> 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

LGTY

Logility Supply Chain: Q2 Earnings Insights

Offerings

MODD

Modular Medical Announces Proposed Public Offering; Terms Not Disclosed

Elastic (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ESTC#NYSE">ESTC</a>) announced its Q2 earnings on Thursday, November 21, 2024 at 04:05 PM.
Here's a breakdown of the earnings report.
<h3>Earnings</h3>
Elastic beat estimated earnings by 55.00000000000001%, reporting an EPS of $0.59 versus an estimate of $0.38.
Revenue was up $54.75 million from the same period last year.
<h3>Analysis of Past Earnings</h3>
During the previous quarter, the company beat on EPS by $0.1, leading to a 26.0% drop share price change the next day.
Here's a look at Elastic's past performance:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q1 2025</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>0.25</td>
<td>0.20</td>
<td>0.31</td>
<td>0.24</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>0.35</td>
<td>0.21</td>
<td>0.36</td>
<td>0.37</td>
</tr>
<tr>
<td>Revenue Estimate</td>
<td>344.70M</td>
<td>329.48M</td>
<td>320.29M</td>
<td>304.11M</td>
</tr>
<tr>
<td>Revenue Actual</td>
<td>347.42M</td>
<td>335.00M</td>
<td>327.96M</td>
<td>310.61M</td>
</tr>
</tbody>
</table>

To track all earnings releases for Elastic <a href="https://www.benzinga.com/quote/ESTC/earnings">visit their earnings calendar here.</a> 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

ESTC

Earnings Summary: Elastic Q2

<a href="https://investorplace.com">InvestorPlace - Stock Market News, Stock Advice &amp; Trading Tips</a>
Hesai Gr (NASDAQ:<a href="https://investorplace.com/stock-quotes/hsai-stock-quote/">HSAI</a>) just reported results for the second quarter of 2024.<ul><li>Hesai Gr reported earnings per share of -5 cents. This was above the analyst estimate for EPS of -6 cents.</li><li>The company reported revenue of $63.14 million.</li><li>This was 3.19% worse than the analyst estimate for revenue of $65.22 million.</li></ul><div>InvestorPlace Earnings is a project that leverages data from <a href="https://www.tradesmith.com">TradeSmith</a> to automate coverage of quarterly earnings reports. InvestorPlace Earnings distills key takeaways including earnings per share and revenue, as well as how a company stacks up to analyst estimates. These articles are published without human intervention, allowing us to inform our readers of the latest figures as quickly as possible. To report any concerns or inaccuracies, please contact us at <a href="mailto:editor@investorplace.com">editor@investorplace.com</a>.</div><h3>More From InvestorPlace</h3>
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									</ul>The post <a href="https://investorplace.com/earning-results/2024/08/hsai-stock-earnings-hesai-gr-for-q2-of-2024/">HSAI Stock Earnings: Hesai Gr Beats EPS, Misses Revenue for Q2 2024</a> appeared first on <a href="https://investorplace.com">InvestorPlace</a>.

HSAI Stock Earnings: Hesai Gr Beats EPS, Misses Revenue for Q2 2024

Hesai: Results Are Mixed, With A Negative Top-Line Surprise And Bottom-Line Beat

Hesai Group Sponsored ADR (HSAI) has released an update. Hesai Group, a global leader in lidar technology, has reported a solid financial performan...

Hesai Group's Strong Q2 2024 Financial Results

Hesai Group (HSAI) Q2 2024 Earnings Call Transcript

Autonomous Trucking: Great Potential For Aurora Innovation But Risks Weigh

LiDAR Battle: US Proposals Strengthen Ouster But Leave Consumer Sectors Exposed To Chinese Competition

Hesai's Market Share: A Golden Investment Opportunity

Warning: HSAI is at high risk of performing badly

Hesai (HSAI) will be the exclusive provider of automotive long-range lidar for Leapmotor's next-generation vehicle platform. The platform's first m...

Hesai named exclusive lidar provider for Leapmotor's vehicle platform

The great auto sector unwind: EV stocks fall while ICE suppliers and Ford gain

ALSN

APTV

ARBE

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CARZ

CHPT

CVGW

DRIV

EVGO

INVZ

LAZR

MBLY

MVIS

OUST

PHIN

PLOW

PSNY

TSLA

Benzinga Graphic

Emerging Markets

Movers & Shakers

Hesai LiDAR: The Indispensable Guardian Against The Unpredictability Of The Road

Commodities

Press Releases

Hesai and Westwell Partner to Accelerate Global Expansion in Autonomous Driving for Logistics

Hesai Announces Design Wins with Three Top Global Automakers JV Brands

Hesai Group to Report Second Quarter 2024 Financial Results on Monday, August 19, 2024

Economics

Hesai Group Releases Inaugural Environmental, Social and Governance (ESG) Report

Hesai Group Reports Second Quarter 2024 Unaudited Financial Results

The First in the Global Lidar Industry: Hesai Obtained ISO 21448 Intended Functional Safety Process Certification

Game-Changing Lidar OT128 from Hesai Unveiled at IAA Transportation, Accelerating Autonomous Vehicles' Commercial Deployment

Hesai and SAIC Volkswagen Sign New Partnership on Automotive Lidar Program

Hesai Technology Announced as Exclusive Lidar Provider for Leapmotor's Next-Generation Vehicle Platform

Hesai Group to Report Third Quarter 2024 Financial Results on Monday, November 25, 2024

Adient

Autoliv

Aptiv

American Axle & Manufacturing Holdings, Inc. Common Stock

American Axle & Mfg Hldgs

BorgWarner

Dana

Dorman Prods

ECARX Holdings Inc. - Class A Ordinary shares

ECARX Holdings

Fox Factory Hldg

Gentex

Garrett Motion

Holley

Luminar Technologies, Inc. - Class A Common Stock

Luminar Technologies

LCI Indus

Lear

Mobileye Global Inc. - Class A Common Stock

Mobileye Global

Modine Manufacturing Company Common Stock

Modine Manufacturing

Patrick Industries

Phinia

QuantumScape Corporation Class A Common Stock

QuantumScape

Standard Motor Products, Inc. Common Stock

Standard Motor Products

Gentherm

Visteon

WeRide

XPEL

Citigroup

<h4>要点</h4>
<ul>
<li>WeRideが、売上高の減少と損失の拡大を報告しつつ、100億ドル以上の時価総額を誇るという自己紹介のもと、米国に上場を申請した</li>
<li>同社のR&amp;D（研究開発）費用は、今年上半期において売上高の3倍以上となる規模だった</li>
</ul>
エディス・テリー氏の執筆
先週、自動運転車メーカーであるWeRide社がナスダック上場を申請した際、それは大きなアナウンスとなるはずだった。昨年3月、ブルームバーグはこのような上場が事実上5億ドルにも上るほどの資金を調達すると予想し、中国企業がニューヨークで行った中では、2021年のライドシェア大手DiDi Globalの44億ドルIPO（新規株式公開）に次ぐ規模となると報じた。
しかし、その間に同じような中国自動運転のIPOが次々と市場に出て、状況は一変した。それが上場を果たした企業のうちわずかなものにとってのパフォーマンスも印象的ではなかったとはいえ、WeRide社のIPOの興味深い点がある。
WeRide社の会長兼CEOであるハン・シュウ氏は、中国の自動運転部門の首脳として名高い百度（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a> ）の元首席科学者だった。それ以前は、イリノイ大学で博士号を取得した後、ミズーリ大学の電気・コンピューター工学の教授を務めていた。
CTO（最高技術責任者）のリ・ヤン氏は、WeRide社を2017年にハン氏と共に創業する前に、マイクロソフト、Meta、そしてNEV企業であるU Power Ltd.で働いていた。同社の取締役会には、Mubadala Disruptive Investments北京事務所長のモハメド・アルバドル氏や、Qiming Investment Partnersの創業者であるクアン・ジーシン氏が名を連ねている。
ルノー・日産・三菱自動車連合の派生企業であり、WeRide社のクライアントであるAlliance Venturesは、主要な投資家としてIPO株式を9700万ドルで購入することを約束した。同社はこれまで11回の出資ラウンドで10億ドル以上を調達しており、今年6月にも出資ラウンドを実施している。このラウンドにはAlliance Ventures、Mubudala Investment Authority、カーライル、Qiming、ボッシュ、チップのスーパースターであるNvidiaらが参加した。
2022年の出資により、WeRide社の評価額は51億ドルとなり、今回の6月の出資によりその評価が倍以上の121億ドルにまで膨れ上がっている。WeRide社のIPOは、モルガン・スタンレー、JPモルガン、及び中国を代表する投資銀行である中国国際金融股份有限公司（CICC）からなる豪華な一群のアンダーライタたちを誇っている。
もう１つのセールスポイントは、WeRide社の国際的な影響力である。同社は、中国、シンガポール、アラブ首長国連邦、そしてアジア、中東、ヨーロッパの合計7ヶ国30都市でサービスを展開しており、自動運転タクシーのフリート検証を行なっている。WeRide社の見解によると、同社は2019年以降の中国と中東での商業運用において、1700日間に渡って事故を起こしていないとのこと。
ただ、この上場が資金調達の規模という意味で新たなフィールドを切り開くとは確信できる人物は皆無だ。中国ルネサンスは、このIPOがたった1億ドルしか調達しないかもしれないと予想しているが、同社の数千億ドル規模の時価総額とルノー・日産・三菱自動車の約9700万ドルもの出資が既に確定していることを考えると、この数値は低すぎるように思える。
自動運転技術の中で、WeRide社は「世界で最初のもの」と主張する部分がいくつかある。しかしながら、同社の財務状況は、自動運転車輌エコシステムの中でトップクラスの企業とは言い難い。この業界では皆が大きな資金をR&amp;Dに投じているが、それにより利益が出ていない。WeRide社は自社を「アセットライト」企業と位置づけており、その結果として収益は極めて低い状況にある。また、この会社は昨年、売上の55%を占める最大の顧客に非常に依存している。
<h3>売上の減少</h3>
同社は6月末時点で18億人民元の現金を持っていたが、今年上半期の売上高は1億5000万元にとどまり、昨年同期の1億8300万元からほぼ20%も減少している。2023年の売上は40億2000万元で、2022年の5億2800万元からも20%以上減少した。売上規模はまだまだ小さいが、成長力を投資家に売り込む上では楽観的な結果とは言えない。
2023年に売上が減少した背景には、WeRide社の主要顧客である中国国際バス（Yutong Bus Co.）が過剰生産のために2023年にはロボバスを購入しなくなったことがある。その結果、WeRide社のロボバスの売上は、2022年の90台から、昨年はわずか19台にまで落ち込んだ。2019年から2023年までの4年間で、WeRide社は合計147台のロボバスと19台の自動運転タクシーを販売した。また、同社はロボバンとロボ掃除機も製造している。
一方で、WeRide社のサービス提供はある程度改善されている。同社のサービスからの収益は2024年上半期で1億2900万元に達し、その売上額は製品販売の2100万元の6倍以上となっている。WeRide社の主なコストはR&amp;D費用であり、今年上半期には5億1700万元に上り、前年同期比で37%増加した。このR&amp;D費用は売上高の3倍以上を占めている。
6ヶ月間の損失は、1年前に比べて8億8200万元から7億2300万元に拡大している。
同社は、今年ロボタクシーの大規模生産を始め、2025年にはロボバスの大規模生産も始める予定であり、その結果として状況は改善するはずだ。WeRide社が公開した調査によると、完全自動運転車輌の市場は2030年までで1700億ドルに達するだろうとのことで、そのうちの3分の1以上の部分が中国市場である。中国メディアの報道によれば、WeRide社はロボバス2000台の意向を受け取り、ロボバンについては1万台以上の意向を受け取ったという。
自動運転車輌企業としては最も注目を集めているかもしれないWeRide社だが、市場には他にも多くの同様の企業が存在している。トヨタにバックアップされた自動運転タクシースタートアップである<a href="https://thebambooworks.com/pony-ai-gallops-towards-u-s-listing-with-eye-on-lower-tech-autonomous-driving/">Pony.ai</a>やBYDにバックアップされた自動運転ソフトウェア開発企業である<a href="https://thebambooworks.com/momenta-accelerates-its-drive-towards-u-s-listing/">Momenta</a>も、中国証券規制当局の認可を受けて米国でのIPOを実施する予定だ。
自動車用チップの設計に携わるHorizon Roboticsや<a href="https://thebambooworks.com/black-sesame-test-drives-into-hong-kong-coasting-on-new-rules-for-high-tech-hot-shots/">Black Sesame Technology</a>、および無人運転ソフトウェアのプロバイダーである<a href="https://thebambooworks.com/zongmu-joins-autonomous-driving-queue-at-hong-kong-ipo-tollgate/">Zongmu Technology</a>も、香港での上場を申請している。また、自動運転技術のテストを行っているのは、iMotion Automotive（1274.HK）とHesai（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HSAI#NASDAQ">HSAI</a>）である。それぞれの企業は、過去1年間で香港と米国で上場を果たしている。
ここまで多くの企業が集まっている状況下で、WeRide社はどうやって差別化を図るのか。同社は、部分自動運転から完全自動運転まで、商用化の完全なレンジの自動運転商品及びサービスを提供している唯一の企業であると自負している。また、WeRide Goと呼ばれる同社のアプリは、「他の共有モビリティプラットフォームと提携し、地域の市場にアプローチする」としている。
ルネーサンス・日産・三菱自動車連合のアライアンス以外にも、WeRide社のパートナーはいくつか存在している。その中には、中国最大手バスメーカーである厦門金旅バス（Xiamen Golden Dragon Bus）や、フォードと江鈴（Jiangling Motors）の合弁会社であるJMCフォード・モーターズ、そして現代自動車も含まれる。
投資家たちも、新規上場が相次いでいる状況に疲れてしまっているのかもしれない。既に上場を果たしている企業の中で、2023年12月のIPO価格から約8%下回っているだけでなく、2023年4月のピークから75%も下がっている新興企業の株価を持つ&lt;iMotionがその一例である。また、Hesai社は2023年2月の上場以降、時価総額の81%を失っている。
当記事は外部の無報酬寄稿者によるものであり、Benzingaの取材を代表するものではありません。内容や正確さについて編集は行われておりません。

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