# If Hesai Group moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/hesai · Facet: ripple · Updated: 2026-07-12T08:21:12.593553+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Hesai Group is directly linked to 2 companies (0 supply, 2 revenue relationships) and reaches 4 companies within two hops; the links are backed by 5 dated sources, 2 of them primary filings (as of 2026-07-12).

Hesai Group is the No.1 in lidar, the eyes of autonomy. After +62.1% in 2025, it corrected -15.7% in 2026. The demand side (avg +7.9%) leads the stock (-15.7%), so customer moves come first here. Among connected nodes the furthest ahead is Aurora Innovation (+65.1%) and the furthest behind is Pony.ai (-49.3%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. The re-rating axis is the 3M+ unit target for 2026, robotics scaling, and the durability of profitability.

## Demand chain (leading)
- T1 Pony.ai (https://valuechain.wiki/pony-ai.md)
- T2 Meituan (https://valuechain.wiki/meituan.md)
- T1 Aurora Innovation (https://valuechain.wiki/aurora.md)
- T2 Uber (https://valuechain.wiki/uber.md)
- T3 Yum! Brands (https://valuechain.wiki/yum-brands.md)
- T3 The Kroger Co. (https://valuechain.wiki/kroger.md)

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Full node: https://valuechain.wiki/hesai.md · JSON: https://valuechain.wiki/hesai.json