Autonomous Driving Concept Stocks Watch | RoboSense (02498.HK): Afternoon Weakness, H1 LiDAR Shipments Hit 719,200 Units, Surge 169.6% YoY

NewTimeSpace News: On August 28, 2026, RoboSense (02498.HK) fell in the afternoon session. As of 15:17, it traded at HK$18.87, representing a decline of 2.02%.

According to 21st Century Business Herald, RoboSense recorded total revenue of RMB1.02 billion in the first half of 2026, rising 30.2% year‑on‑year. Total LiDAR shipments reached 719,200 units, a year‑on‑year increase of 169.6%. Among them, ADAS LiDAR shipments stood at 436,600 units, up 98.0% YoY; LiDAR shipments for robotics and other sectors totalled 282,600 units, jumping 510.4% compared with the same period last year.

AIJIAN Securities noted that capital‑raising activities of leading unmanned mining truck players are accelerating, while overseas roll‑out of turnkey solutions unlocks incremental market space. On August 17, Sany Group shipped its first batch of pure‑electric unmanned mining trucks to South America, marking the first‑ever Chinese unmanned mining truck project landing in Latin America. The project represents an upgrade from single‑equipment exports to comprehensive turnkey solutions covering vehicle fleets, dispatching systems and operation‑maintenance services. Suppliers with mass‑production and overseas delivery capabilities will be primary beneficiaries.

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.

NewTimeSpace Disclaimer: All content herein is the original work of NewTimeSpace. Any reproduction, reprinting, or use of this content in any other manner must clearly indicate the source as "NewTimeSpace". NewTimeSpace and its authorized third-party information providers strive to ensure the accuracy and reliability of the data, but do not guarantee the absolute correctness thereof. This content is for reference only and does not constitute any investment advice. All transaction risks shall be borne by the user.