CIROBSN@EC2608A

CLSA: RoboSense Expected to See Revenue Boost from Increased LiDAR Installations

RoboSense's LiDAR Products Recognized for Performance Advantages

Unanoctopus Unveils Smart Lawn Mowers Equipped with Solid-state LiDAR

Daiwa Upgrades Rating and Price Target for Innovusion

Nomura Raises Luminar Target Price to 60 Yuan

RoboSense to Attend 2026 Wuhan Optics Valley AI Industry Development Summit

RoboSense Technology Achieved 303,000 3D LiDAR Sales in 2025

RoboSense announces 303,000 units of robot laser radar sales in 2025

RoboSense Announces Major Breakthrough in LiDAR Sales in 2025

Caitong Securities Reports Positive on Robosense, Assigns 'Buy' Rating

Speedstem Tech Close to Meeting Profit Forecast

RoboSense Lucid and CIDI Announce Autonomous Driving Collaboration

RoboSense Surpasses 180,000 Laser Radar Deliveries in December

RoboSense and Ninebot Jointly Launch New Smart Lawn Mower Navimow i2 LiDAR

RoboSense Sutengjiuchuang Showcases AI Robots and LiDAR Technology at CES

RoboSense to Unveil AC2 Sensor System at CES 2026

RoboSense to Exhibit New Solid-state LiDAR Products at CES

Speedblock Provides Technical Support for Gelson Technology's Championship in Shenzhen Intelligent Robotic Dexterous Hand Competition

RoboSense and Navimow Collaborate to Launch a New Product with Digital LiDAR at CES

RoboSense 预告将在 CES 2026 展示手眼协同解决方案

UNI PRINTSHOP

WING CHI HLDGS

CINESE INTL

WAN KEI GROUP

CHINA WACAN

JH EDUCATION

DIGITAL DOMAIN

LOTUS HORIZON

VICO INTL HLDGS

K W NELSON GP

02498

Daiwa Research Report pointed out that ROBOSENSE, relying on its SPAD-based 520-line digital lidar and solid-state blind spot lidar, is in a favorable position for the commercialization expansion of L4 level autonomous driving technology. Daiwa reiterated the stock's "Buy" rating, raising the target price from 56 yuan to 60 yuan, and increasing the revenue forecast for this year and next year by 8% to 12%

AASTOCKS

ROBOSENSE

Daiwa expects ROBOSENSE's lidar to be in a favorable position, raising the target price to 60 yuan

02525

HSAI

09660

The Hang Seng Index opened higher this morning, rising over 240 points to surpass 27,000 points, currently reported at 27,010 points, an increase of 0.9%. However, autonomous driving-related stocks such as Hesai, ROBOSENSE, and HORIZONROBOT faced pressure against the market trend, with Hesai's U.S. stock plummeting 10.1%, and the Hong Kong stock opening down 8.7% before falling nearly 10%. ROBOSENSE and HORIZONROBOT also experienced declines, while Baidu-SW dropped 1.5%

HESAI-W

Hesai

HORIZONROBOT-W

The Hang Seng Index rose over 240 points in the early session, climbing back above the 27,000 mark. Stocks related to intelligent driving faced pressure against the market trend, with Hesai previously dropping nearly 10%

RoboSense Technology Co., Ltd. has granted 583,874 performance-linked share awards to 23 employees under its Post-IPO Share Incentive Scheme. The awards, with a reference market price of HK$38.50 per share, will vest over 6 to 48 months, subject to performance conditions. The scheme includes clawback provisions for unvested awards upon termination or misconduct, aligning employee rewards with long-term corporate performance. The latest analyst rating for RoboSense (HK:2498) is a Buy, with a price target of HK$50.00.

Tip Ranks

RoboSense Grants 583,874 Performance-Linked Share Awards to Employees Under Post-IPO Scheme

ROBOSENSE (2498.HK) closed at a high level, continuing to oscillate within a range, closely related to the recent hype around smart hardware and lidar. Major automotive companies are accelerating their autonomous driving layouts, making lidar a market theme, which has driven the company's stock price to strengthen continuously in the short term. During this period, there has been a noticeable inflow of main funds, with daily trading volume gradually increasing throughout the day, and multiple attempts at breaking through the stage. However, the stock price has shown significant stagnation at high levels, with some funds choosing to cash out at highs. From a technical perspective, ROBOSENSE maintains a bullish arrangement structure, with moving averages showing a squeeze pattern. However, the high-level market has significantly reflected market divergence, with the willingness of some main funds to flow in decreasing marginally. Whether the subsequent market can successfully break through the upper range will depend on whether the trading volume can effectively increase; if the volume is insufficient, the bullish momentum will face the risk of exhaustion. Observational dimensions focus on the support of the 5-day and 10-day moving averages. If the hype cools down or the inflow of main funds slows, short-term trading funds may trigger violent fluctuations. Investors are advised to be cautious of fund outflows and sudden changes in market sentiment within the high-level oscillation zone, and holders should make real-time risk hedging actions such as reducing positions based on market dynamics and volume-price changes

Technical Forecast

Morning Trend | ROBOSENSE fluctuates at a high level, bullish momentum under pressure, adjustment window may be approaching

RoboSense (02498 HKEX) has been ranked number 1 in global 3D LiDAR sales volume for robotic lawn mowers by OFweek. The company achieved a record sales volume of 303,000 units in 2025, marking a 1141.8% increase from the previous year. Its E1R digital LiDAR technology has established partnerships with leading robotic mower companies, driving significant growth in the sector. The global robotic lawn mower market saw a 327.2% annual increase in shipments in the first half of 2025, with RoboSense positioned to capitalize on this growth.

prnewswire

15:26 ET
			
			
			
				
					RoboSense gerangschikt als nummer 1 in wereldwijd 3D LiDAR-verkoopvolume voor robotgrasmaaiers

In Shenzhen, China on January 16, 2026, RoboSense, a cutting-edge AI-powered robotics technology firm listed as 02498 on HKEX, was named the top leader in the global robotic lawn mower market for 2025 by OFweek based on their sales volume of 3D LiDAR technology. By utilizing the advanced digital LiDAR capabilities, RoboSense has established itself as an industry frontrunner, surpassing competition in this segment.

Unusual Whales

RoboSense (HKEX: 02498) ranked top in 2025 global 3D LiDAR sales for robotic lawn mowers by OFweek.

RoboSense Technology Co. Ltd. has achieved the top position in global 3D LiDAR sales for robotic lawn mowers in 2025, with an annual sales volume of 303,000 units, marking a 1,141.8% increase year-on-year. The company also leads in LiDAR sales in China and has partnered with major manufacturers like Mammotion and Segway Navimow. This information is based on data from OFweek and the Gaogong Industry Research Institute (GGII).

Reuters

RoboSense Tops 2025 Global 3D LiDAR Sales for Robotic Lawn Mowers

RoboSense Technology Co. Ltd. reported a significant increase in LiDAR sales for robotics, reaching 303,000 units in 2025, a 1,141.8% rise from 2024. The company led the market in annual sales, driven by demand in robotic lawn mowers, humanoid robots, and quadruped robots. The 3D LiDAR market in China is projected to grow to nearly RMB 4.5 billion by 2030, with a CAGR of approximately 35.52%. RoboSense plans further expansion in 2026.

RoboSense Reports 303,000 Robotics LiDAR Units Sold in 2025

LiDAR manufacturer ROBOSENSE Technology Co., Ltd. announced that its LiDAR sales reached 919,200 units in the fourth quarter of last year, an increase of 183% year-on-year. A total of 1.824 million units were sold throughout the year, a year-on-year increase of 68%. On Wednesday, the stock price opened up 2% at HKD 38.18, down 30% over the past year

BambooWorks

Brief News: Laser radar sales surge, ROBOSENSE opens up 2%

36Kr learned that ROBOSENSE announced that robot lidar sales will exceed 303,000 units in 2025, a year-on-year increase of more than 11 times. The company has reached cooperation with leading industry clients such as Weilan Dalu, Kuma Technology, New Stone Age, and Zhiyuan, covering high-growth areas such as lawn mowing robots, logistics delivery, and humanoid robots

36Kr

ROBOSENSE's LiDAR robot business annual sales exceed 300,000 units, a year-on-year increase of over 11 times

02025

Robosense Technology Co. Ltd. reported a total sales volume of approximately 912,000 LiDAR products for 2025, with 609,000 units for ADAS applications and 303,000 for robotics. In Q4 2025, sales reached about 459,600 units, including 238,400 for ADAS and 221,200 for other uses. The company highlighted significant breakthroughs in new product launches and sales, although the operational data is unaudited and may differ from final results.

RUIFENG POWER

Robosense Technology Reports 2025 LiDAR Sales Volume of 912,000 Units

Deep Research

Entering 2025, three years into the OpenAI-led AI cycle, the industry remains in a full-on AI investment phase. Based on our recent work, Dolphin Research sees 2026 hinging on compute cost-down and on AI capex translating into deployments across software and hardware.The rollout of new hardware is the true incremental driver. Meanwhile, mass production of Tesla's Optimus is drawing closer, and humanoid robots could become the primary AI form factor, reshaping human interaction and productivity.On this premise, Dolphin Research is launching coverage on the robotics supply chain. This is Part 1.

Fulai New Material

Orbbec

Honeywell

W-Ibeda

SANHUA

Sanhua

Keli

Lingyun Ind

BOSCH

Hanwei Electronics

XDLK

Tesla

XPeng

XPENG-W

Humanoid Robots: AI's Best Hope?

$Tesla(TSLA.US) rose more than 10% during the session. UBS believes Robotaxi will bring Tesla over $200 billion in annual revenue by 2040. Which players in the autonomous driving industry chain are worth paying attention to? Hotspot has compiled a list of relevant Hong Kong and US stocks as follows: 1. Component suppliers...

LUMINAR TECHNOLOGIES INC

Ouster

Ouster A - CW25

Ouster - CW25

WeRide

LYFT

DiDi

XIAOMI-W

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

BYD COMPANY

BYD COMPANY-R

BYD HK SDR 10to1

BYD Company Limited

BYD Company

Aeva Tech

AEVA Tech - CW

BLACK SESAME

Aurora Innovation

Aurora Innovation - CW28

Baidu

BIDU-SWR

BIDU-SW

NVIDIA

Mobileye Global

LeddarTech

Li Auto

LI AUTO-W

Innoviz Tech

INNOVIZ TECHNOLOGIES LTD C/WTS 05/04/2026 (TO PUR COM)

Alphabet - C

Alphabet

Amazon

Pony AI

Uber Tech

NIO-SW

NIO Inc. USD OV

With the successful launch of Tesla's Robotaxi, which related players are worth paying attention to?

Does BYD, which seems already very expensive, still have the potential for further price increases?

GEELY AUTO

GEELY AUTO-R

Geely Auto

BYD ELECTRONIC

"Can 'Smart Driving Equality' Really Create Another BYD?

$XTALPI(02228.HK) is somewhat similar to the trend of $ROBOSENSE(02498.HK) in early December; after the first wave of rally, it consolidated and rested, and now it's in the second wave of rally. Buy the dip when the market gets volatile later, expecting the third wave.

XTALPI

CIROBSN@EC2608A(18218.HK)