Autonomous Driving Concept Stocks Watch | RoboSense (02498.HK) Trades Volatilely Lower in Afternoon Session; Institution Reports L2 Standard Equipment Penetration at 34.7% for Passenger Vehicles Jan-Apr 2026

NewTimeSpace News: On 28 July 2026, RoboSense (02498.HK) saw soft volatile trading in the afternoon. As of 14:45, its intraday quotation was HK$21.60, with a decline of 3.57%.

In corporate news, BeingBeyond, an enterprise invested by Legend Star, has formally entered into a strategic cooperation with RoboSense. The two parties will combine RoboSense’s high-precision 3D perception dubbed "Eyes of Robots" and BeingBeyond’s embodied general foundation model strengths to conduct in-depth collaboration on real-world data acquisition, model capability enhancement and robotic application development.

Guosen Securities stated that in the first four months of 2026, the penetration rate of passenger vehicles with factory-standard L2 intelligent driving functions was 34.7%, down 6.7 percentage points year-on-year, while the penetration rate of models fitted with L2 and higher-level driving functions reached 35.7%, rising 17.1 percentage points year-on-year. New energy vehicle startup brands maintain an L2-and-above penetration rate of roughly over 90%, while leading domestic independent carmakers record a penetration rate above 40%, outperforming joint-venture brands.

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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