Autonomous Driving Concept Stocks Watch | RoboSense (02498.HK) Traded Weakly in Morning Session; Overseas Robotaxi Business Deepens Toward Paid Service & City-wide Full Operation

NewTimeSpace News: On July 6, 2026, RoboSense (02498.HK) softened in morning trading. As of 11:21, its intraday price stood at HK$23.68, representing a decline of 6.11%.

In related industry news, on June 29, YOUIBOT launched Xifeng, its new industrial-native humanoid robot fitted with two RoboSense digital LiDARs. The Airy series mounted on Xifeng is RoboSense’s mini 360°digital LiDAR exclusively developed for robots. Adopting SPAD-SoC chips and new-generation VCSEL emitter chips, it delivers precise perception covering an ultra-wide field of view.

Huatai Securities commented that overseas Robotaxi operations are advancing further toward paid services and full city-wide coverage: Waymo has scrapped its waiting list while Zoox is gearing up for paid rides. Domestic autonomous driving firms are accelerating expansion into Europe, including the partnership between WeRide and Uber in Zurich and the tie-up between Caocao Mobility and MayMobility. The dual growth drivers of accelerated L4 commercialization and rising penetration of end-to-end L2 autonomous driving solutions remain strongly intact in 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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