Autonomous Driving Concept Stocks Insight | RoboSense (02498.HK) Trades Weaker; Institutions Say Access Approval and Standards Drive Clearer Commercialization Path for High-Level ADAS

NewTimeSpace News: On October 30, 2026, RoboSense (02498.HK) trended lower. As of 15:07, it was quoted at HK$13.11, down 4.86%.

On October 27, the second-generation Blue Mountain, a mid-to-large PHEV SUV under Great Wall WEY, made its global debut, equipped with RoboSense E-platform solid-state blind-spot digital LiDAR.

According to Hualong Securities, MIIT confirmed that China’s second batch of L3 access pilot work is underway. China has rolled out 17 national-level test demonstration zones and 20 pilot cities for vehicle-road-cloud integration, with more than 20,000 test licenses issued in total. On the policy front, L3 access has moved from the first batch of breakthroughs to scaled expansion. In addition, MIIT issued a consultation paper on five mandatory national standards including the ADS indicator lamp on October 20. Driven by both access approvals and supporting standards, the policy framework is taking shape, greatly reducing uncertainties surrounding the commercialization of high-level ADAS.
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.