Autonomous Driving Concept Stocks Insight | RoboSense (02498.HK) Traded Weaker in the Afternoon; Analysts Expect NOA Penetration to Accelerate in 2026, Driving Surge in LiDAR Shipments

NewTimeSpace News: On October 27, 2026, RoboSense (02498.HK) edged lower. As of 15:07, the stock was quoted at HK$13.81, down 3.70%.

The 2026 World Physical AI Conference & Unitree Partner Ecosystem Conference was recently held in Hangzhou. Multiple Unitree robots equipped with RoboSense LiDAR products were showcased at the event.

Citing CITIC Securities, the 21st Century Business Herald reported that intelligent driving popularization continues to advance. The penetration rate of urban and highway NOA (Navigate on Autopilot) among new passenger vehicles in China is expected to rise further to 23% and 16% respectively in 2026, which will continuously drive strong shipment growth for high-computing intelligent driving chips, LiDAR, intelligent driving domain controllers and other components.
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.