Autonomous Driving Concept Stocks Watch | RoboSense (02498.HK) Trades Sluggishly in Afternoon; Four Strategic Cooperation Deals Signed During WAIC

NewTimeSpace News: On July 23, 2026, RoboSense (02498.HK) registered a mild decline in afternoon trading. As of 15:10, the stock traded at HK$22.70, down 1.22%.

In terms of corporate news, RoboSense announced four strategic cooperation agreements in a row during the Shanghai World Artificial Intelligence Conference from July 17 to 21, 2026. Its partners cover the R&D of embodied foundation models, real-world data collection, closed-loop systems integrating data acquisition, evaluation and deployment feedback, as well as business expansion in the Middle East market.

Soochow Securities pointed out that the domestic market penetration rate of autonomous mining trucks has crossed the critical inflection point of 10%. Calculations indicate that China’s market for unmanned mining solutions will achieve a compound annual growth rate of approximately 42.5% from 2025 to 2030, and the global market size is expected to reach USD 7.3 billion by 2030. Technologies currently available in overseas markets suffer from an obvious generational gap, creating broad substitution potential for domestic-made solutions.

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.