Autonomous Driving Concept Stocks Watch | RoboSense (02498.HK) Weakens in Afternoon Session; Mandatory National Standard for Autonomous Driving Released

NewTimeSpace News: On 11 August 2026, RoboSense (02498.HK) edged lower in the afternoon session. As of 15:38, the intraday quotation stood at HK$22.96, representing a decline of 3.53%.

On the news front, according to official disclosure by RoboSense, the company has partnered with nearly 50 humanoid and quadruped robot enterprises including Unitree and AgiBot. RoboSense’s sales of robotic LiDAR reached 282,600 units in the first half of 2026, surging 510.4% year-on-year.

Guoyuan Securities noted that the Ministry of Industry and Information Technology announced the official release of the mandatory national standard Safety Requirements for Autonomous Driving Systems of Intelligent and Connected Vehicles. The standard sets requirements covering four dimensions: full-lifecycle safeguards for enterprises, dynamic driving tasks of systems, human-machine interaction and user notification, as well as inspection and testing methods. It explicitly stipulates that Level 3 intelligent driving systems shall be equipped with a monitoring function for drivers’takeover capability.

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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