Autonomous Driving Concept Stocks Watch | RoboSense (02498.HK): Traded Firmly in Morning Session; Penetration Rate of L2 (Including L2+) ADAS Expected to Maintain Robust Growth in 2026
NewTimeSpace News: On June 30, 2026, RoboSense (02498.HK) posted a modest gain in morning trading. At 09:37, the stock traded at HK$22.64, up 3.76%.
On the corporate front, at its 2026 Tech Day event, the Company unveiled the Genesis architecture, a SPAD-SoC chip-level solution platform. It also rolled out Phoenix, the world’s first monolithically integrated native 2160-line automotive-grade SPAD-SoC chip, and Peacock, the industry’s first mass-producible large-area SPAD-SoC chip with a resolution of 640×480.
SDIC Securities (Hong Kong) commented that statistics from Gaogong Intelligent Automobile Research Institute show the penetration rate of L2 (including L2+) ADAS reached 66% at end-2025, and is expected to climb above 70% throughout 2026.
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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