Autonomous Driving Concept Stocks Watch | RoboSense (02498.HK) Extends Gains in Afternoon Session; Xiaomi SkyNomad N90 Max Debuts with RoboSense Rear Full-Solid-State Digital LiDAR

NewTimeSpace · 2026/07/31 15:03 · By Zeyu Wu

NewTimeSpace News: On 31 July 2026, RoboSense (02498.HK) rallied sharply in the afternoon session. As at 14:51, the stock traded at HK$23.80, representing an intraday gain of 7.89%. China’s cumulative sales of passenger vehicles equipped with L2 and above advanced driver-assistance systems (ADAS) hit 15.1537 million units in 2025, with a market penetration rate of 66.12%, up more than 10 percentage points from 2024. The penetration rate climbed further to 70.12% in the first three months of 2026.

NewTimeSpace News: On 31 July 2026, RoboSense (02498.HK) staged a strong rally after noon. As at 14:51, the share price stood at HK$23.80, surging 7.89% intraday.

In related news, Xiaomi Auto officially unveiled the SkyNomad, Xiaomi’s intelligent expandable large-space SUV, on 30 July. Its flagship seven-seat model, the Xiaomi SkyNomad N90 Max, is fitted with a rear full-solid-state digital LiDAR exclusively supplied by RoboSense, marking the first mass-produced vehicle under Xiaomi Auto equipped with a rear solid-state LiDAR.

GF Securities pointed out that data from NE Times showed China sold a total of 15.1537 million vehicles featuring L2 and higher-level ADAS in 2025, with penetration reaching 66.12%, an increase of over 10 percentage points year-on-year versus 2024. The figure rose further to 70.12% during January-March 2026, indicating high-level ADAS is shifting from an optional extra to standard mainstream vehicle configuration.

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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