Autonomous Driving Concept Stocks Watch | RoboSense (02498.HK) Weakens in Afternoon; Institutions Bullish on Growth of ADAS LiDAR Downmarket

NewTimeSpace News: On October 8, 2026, RoboSense (02498.HK) edged lower in afternoon trading. As of 14:16, it quoted HK$15.75, down 1.99%.

RoboSense shipped approximately 719,000 LiDAR units in the first half of 2026, representing a year-on-year increase of 169.6%. Among these, 436,600 units were for ADAS applications and around 282,600 units were for robotics applications.

West Bull Securities stated that terminal demand from major ADAS LiDAR clients has slowed. Following the resumption of approval for new China robotaxi licences in July, the pace of fleet expansion and order rollout may delay demand from certain clients in 2026. In the long run, ADAS LiDAR will continue penetrating entry-level vehicle markets, and shipments are expected to deliver solid 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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