Autonomous Driving Concept Stocks Insight | Penetration Rate of Passenger Cars with L2 ADAS Hits 70.5%; RoboSense (02498.HK) Rallies in the Afternoon

NewTimeSpace News: On November 4, 2026, RoboSense (02498.HK) traded firmly. As of 14:24, it was quoted at HK$13.24, rising 3.52%.

Citing data from the Ministry of Industry and Information Technology, China News Service reported that the penetration rate of passenger vehicles equipped with L2 combined advanced driver assistance systems (ADAS) reached 70.5% so far this year, while the penetration rate of models with City NOA (Navigate On Autopilot) climbed to 34.2%.

According to a research note from Guoyuan Securities, the revised draft of the Shanghai Municipality Taxi Service Regulations was submitted to the Standing Committee of the Municipal People’s Congress for review on October 29. The draft proposes to promote the application of autonomous driving technology in the taxi industry in an orderly manner in accordance with the law, while advancing intelligent traffic management and the adoption of green energy. The draft integrates technological progress, commercial operations and industrial regulation into institutional arrangements, creating room for the integration of taxi services with intelligent connected vehicles (ICVs). The document is still under deliberation, and the final text shall prevail upon official adoption.
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.