Autonomous Driving Concept Stocks Insight | RoboSense (02498.HK) Trades Weaker; Volkswagen Accelerates L3 Technology Layout

NewTimeSpace News: On October 22, 2026, RoboSense (02498.HK) edged lower. As of 15:01, it was quoted at HK$13.68, down 8.00%.

According to Securities Daily, on October 21, at the 2026 World Intelligent Connected Vehicles Conference, Oliver Blume, Chairman of the Board of Management of Volkswagen Group, stated that the group launched a large-scale transformation three years ago and has built up technological layouts covering vehicle platforms, electrical and electronic architectures and intelligent driving. As planned, Volkswagen Group targets L3 readiness by 2027 and pushes forward relevant R&D.

Research notes from Guolian Minsheng Securities indicate that the industrial inflection point for RoboX has arrived. Penetration is expected to rise rapidly in 2026–2027, and profit model inflection points are emerging for autonomous driving solution providers and operators.

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.