Autonomous Driving Concept Stocks Watch | Institutions say the Beidou industrial chain has achieved full-chain independent controllability,RoboSense (02498.HK) trades in a narrow range in the afternoon

NewTimeSpace News: On September 22, 2026, RoboSense (02498.HK) edged slightly lower in the afternoon. At market close, it was quoted at HK$16.91, down 0.06%.

According to RoboSense, FAW-Volkswagen’s midsize five-seat pure electric SUV ID. AURA T6 was officially launched on September 20. The new vehicle comes in four variants. Among them, the 660 Max LiDAR Edition and 660 Ultra LiDAR Edition are both equipped with RoboSense’s 192-line high-performance digital LiDAR.

As reported by 21st Century Business Herald and CCTV News, the Ministry of Industry and Information Technology stated that the breadth and depth of Beidou system applications across various industries have expanded rapidly in recent years, with the comprehensive application penetration rate in key industries reaching approximately 90%. Shenwan Hongyuan commented that the Beidou industrial chain has realized full-chain independent controllability covering "chips, algorithms and platforms", and overseas markets have become a critical growth driver. Application scenarios including agricultural machinery navigation, autonomous driving and low-altitude economy keep expanding to support industrial growth.

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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