Autonomous Driving Concept Stocks Watch | RoboSense (02498.HK) Weakens in Afternoon Session; L2 Smart Driving Players May Rebound on Improved Industry Beta Expectations

NewTimeSpace News: On 6 August 2026, RoboSense (02498.HK) weakened in the afternoon. As at 15:37, the stock was quoted at HK$22.96, representing a drop of 4.17%.

On the news front, the Ministry of Industry and Information Technology (MIIT) officially released the mandatory national standard Safety Requirements for Automated Driving Systems of Intelligent and Connected Vehicles on 4 August, which will be implemented on 1 July 2027. Covering L3 and L4 high-level automated driving vehicles, the standard establishes frameworks for full-lifecycle safety management, human-machine interaction and multi-dimensional test verification, and sets a unified baseline for safety access of high-level intelligent driving systems.

Huatai Securities maintained its earlier view: the intelligent driving track for commercial vehicles stands apart from the weak beta of passenger vehicles, with clearer volume ramp-up schedules and profit inflection points. Along the intelligent driving industrial chain, investors may continue to monitor Horizon Robotics’business expansion progress with leading automakers. L2 intelligent driving stocks have undergone substantial declines previously and are expected to stage a bottom-fishing rebound amid improved industry beta expectations in the near term.

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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