Autonomous Driving Concept Stocks Watch | RoboSense (02498.HK) Strengthens in Afternoon Session; Policies Support Mass Production of L3/L4 Autonomous Driving

NewTimeSpace News: On August 20, 2026, RoboSense (02498.HK) traded firmly in the afternoon. As of 15:12, the stock was quoted at HK$21.28, up 1.92%.

In terms of news, the Shanghai Science and Technology Commission recently issued the 15th Five-Year Plan for the Development of Shanghai Zhangjiang High-Tech Park. The plan proposes to focus on the intelligent connected new energy vehicle industry, push for full coverage of combined driving assistance (L2+), and realize mass production of conditional automated driving (L3) and highly automated driving (L4). It also accelerates the layout of key segments including next-generation power batteries, autonomous vehicle operating systems, automotive AI large models, intelligent cockpit AI systems, integrated by-wire chassis, automotive-grade chips and software.

AIJIAN Securities commented that localized high-level intelligent driving solutions for passenger vehicles are being deployed onboard, and the cockpit-chassis integration and subscription models have expanded monetization channels. Domestic high-level intelligent driving has shifted from feature chasing to mass production and cost optimization. The penetration rate is expected to rise jointly as joint-venture brands shore up weaknesses, supply chains achieve localization, and software subscription services grow.

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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