Autonomous Driving Concept Stocks Watch | RoboSense (02498.HK): Strengthens in Afternoon Trading; Draft Amendment to Road Traffic Safety Law Proposes Dedicated Chapter for Autonomous‑Driving Vehicles

NewTimeSpace News: On August 25, 2026, RoboSense (02498.HK) strengthened during afternoon trading. As of 14:54, the intraday quotation stood at HK$18.62, up 4.02%.

According to Xinhua News Agency on August 25, the Draft Amendment to the Road Traffic Safety Law, submitted for first‑time deliberation at the meeting of the Standing Committee of the 14th National People’s Congress, contains a dedicated chapter of“Special Provisions for Autonomous‑Driving Vehicles”. It defines the concepts of autonomous‑driving vehicles and driver‑assist functions. It stipulates that where a road traffic safety violation occurs while the autonomous‑driving function is activated, the manufacturer or importer of the autonomous‑driving vehicle shall be held responsible for handling the violation.

Guotai Haitong commented that large‑scale models will undergo paradigm reconstruction, shifting from“imitating human driving”toward“understanding the physical world”. Technical paths for intelligent driving are gradually converging on“VLA + world model”. With the development and application of foundational large models, leading model developers possess platform‑level capabilities of“one foundational model for reuse across multiple scenarios”. This enables compatibility with all levels of intelligent driving and cross‑scenario capability migration, expanding coverage from passenger vehicles to RoboX.

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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