Autonomous Driving Concept Stocks Watch | RoboSense(02498.HK) Traded Lower in Morning Session, Backlog of ADAS Orders Exceeds 9 Million Units

NewTimeSpace News: On June 11, 2026, RoboSense(02498.HK) moved lower with volatility in early trading. It stood at HK$28.28 at 11:40, representing a 5.48% drop.

In market news, the China Passenger Car Association estimates that the retail penetration rate of new energy passenger vehicles will rise to 62.5% in May. The export market maintains strong momentum, with new energy vehicles continuing to drive export growth.

In the autonomous delivery sector, the new-generation RoboVan of Neolix will be fully equipped with RoboSense digital main lidars and solid-state blind-spot lidars. The total installation volume is expected to exceed 300,000 units throughout the product lifecycle. For autonomous mining trucks, RoboSense has entered into a strategic cooperation with CIDI to deploy digital lidars on multiple autonomous mining truck models.

According to a research report from Guosen Securities, RoboSense has a backlog of over 9 million orders for its ADAS solutions. Its solid-state blind-spot lidars are adopted by nearly all leading global L4 autonomous driving manufacturers. The digital solution combining EM4 main lidar and E1 blind-spot lidar is favored by more than 90% of top industry players worldwide.

RoboSense(02498.HK) Focuses on the scaled mass production and delivery of LiDAR and core perception solutions for the autonomous driving perception layer. As a leading tier-1 supplier in the intelligent driving hardware supply chain, it has secured massive design wins across a wide range of models from global mainstream automakers and new energy vehicle (NEV) startups. The company maintains industry-leading growth in single-quarter automotive LiDAR shipments. Through process optimization and economies of scale, it continuously drives down per-unit hardware costs, solidifying its market share in the core perception infrastructure for autonomous driving.

NewTimeSpace Disclaimer: All content herein is the original work of NewTimeSpace. Any reproduction, reprinting, or use of this content in any other manner must clearly indicate the source as "NewTimeSpace". NewTimeSpace and its authorized third-party information providers strive to ensure the accuracy and reliability of the data, but do not guarantee the absolute correctness thereof. This content is for reference only and does not constitute any investment advice. All transaction risks shall be borne by the user.