Autonomous Driving Concept Stocks Watch | RoboSense (02498.HK) Edges Higher in Afternoon Session; Total LiDAR Shipments Hit 388,900 Units in Q2 2026

NewTimeSpace News: On 10 July 2026, RoboSense (02498.HK) strengthened moderately in afternoon trading. As of 15:24, the intraday quotation stood at HK$23.50, up 0.17%.

On the news front, RoboSense recorded total LiDAR shipments of 388,900 units in Q2 2026. Breakdown by segment: LiDAR shipments for robotics applications hit 97,100 units, surging 182% year-on-year; shipments for ADAS applications reached 291,800 units, growing 136% year-on-year.

Guoyuan Securities commented that the Ministry of Finance, State Taxation Administration and Ministry of Industry and Information Technology recently released an official circular clarifying that starting from 1 January 2027, two preferential vehicle and vessel tax policies will be scrapped: the half-rate tax levy for energy-saving vehicles, and the full tax exemption for battery electric commercial vehicles, plug-in hybrid (including extended-range) electric vehicles, and fuel cell commercial vehicles. As new energy vehicles account for an ever-larger share of new car sales and the total vehicle stock, the previous tax incentives are set to phase out and return to normal regulatory arrangements.

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.