Autonomous Driving Concept Stocks Watch | RoboSense(02498.HK) Extends Weak Performance in Afternoon,Peacock Chip to Enter Formal Mass Production Within 2026

NewTimeSpace News: On June 16, 2026, RoboSense(02498.HK) continued its downtrend in the afternoon session. At 15:30, the stock traded at HK$25.96, representing a 7.55% decline.

On the news front, the 1000-line digital LiDAR customized based on the Phoenix chip made its debut on vehicle models at the Beijing Auto Show, realizing the milestone of "in-vehicle deployment upon launch" for self-developed chips. The Peacock chip is scheduled to roll out formal large-scale mass production within 2026.

A research report from CITIC Securities cited Gasgoo Auto data showing that the LiDAR industry shipment volume hit 3.386 million units in 2025, a year-on-year surge of 120.1%. LiDAR products from enterprises including Hesai Technology and RoboSense saw rapid shipment growth, driving robust revenue expansion and improved profitability. Looking ahead to 2026, multiple vehicle models priced above RMB 400,000 are rolling out upgraded LiDAR configurations and enhanced performance features, which is expected to further expand the overall industry market size.

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.

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