HUROBSN@EC2611A

SpeedyRush Publishes Q1 2026 Robot Business Sales Data

RoboSense Announces Sales Data for Q1 2026

Speedygen Reports Surpassing 2025 Q4 & Full Year Forecast, Radar Business Drives Profitability

CMBI and DBS Maintain Buy Rating for RoboSense

CICC and DBS Maintain Buy Rating and Price Target for RoboSense

Nomura Raises Roobo Tech EPS Forecast and Maintains Buy Rating

SUTEQ JURION Publishes FY 2025 Financial Report, Loss Narrows to 146 Million RMB

Suteng Jingchuannet Reports Record Profit in Q4 2025

ROBOSENSE released FY2025 Q4 earnings on March 25 During-Market (BJT), actual revenue HKD 834.8 M (forecast HKD 804 M), actual EPS HKD 0.2531 (forecast HKD -0.0037)

ROBOSENSE released FY2025 Annual Earnings on March 25 During-Market (BJT), actual revenue HKD 2.121 B (forecast HKD 2.35 B), actual EPS HKD -0.3497 (forecast HKD -0.4376)

Speedinch Leads 2026 Chinese Embodied Intelligence Lidar Brand Ranking

ROBOSENSE to Release FY2025 Earnings on March 25 During-Market (BJT), Forecast Revenue HKD 2.399 B, EPS HKD -0.4469

RoboSense Deepens Cooperation with Jiushi Intelligence in Unmanned Delivery

RoboSense 速腾聚创 Deepens Strategic Cooperation with Xinshi to Promote L4 Autonomous Vehicle Deployment

Baidu's RoboTaxi Unit to Equip with SpeedTech Thousand-Line LiDAR

West Securities Gives RoboSense an 'Buy' Rating in Its First Coverage

速腾聚创 expects to achieve its first profitable quarter in Q4 2025

Huosu Juchuang Predicts Significant Reduction in Net Loss for FY 2025

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

RoboSense's LiDAR Products Recognized for Performance Advantages

JOY SPREADER

DEEPEXI TECH

BUTONG GROUP

CHINA PARTYTIME

ALPHA PRO HLDGS

LUEN THAI

51WORLD

TRIO IND ELEC

TOMO HOLDINGS

HATCHER GROUP

02498

China Merchants Securities has reaffirmed a Buy rating for RoboSense Technology Company, Ltd (2498) as of March 26, setting a price target of HK$50.00. The stock closed at HK$32.60, indicating a potential upside of 49.17% based on the analyst consensus price target of HK$48.63. Additionally, DBS also maintains a Buy rating with the same price target of HK$50.00.

Tip Ranks

ROBOSENSE

China Merchants Securities Sticks to Their Buy Rating for RoboSense Technology Company., Ltd (2498)

CICC analyst maintained a Buy rating on RoboSense Technology Company., Ltd yesterday and set a price target of HK$47.00.Claim 30% Off TipRanks PremiumUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential In a report released on March 26, DBS also maintained a Buy rating on the stock with a HK$50.00 price target.

CICC Keeps Their Buy Rating on RoboSense Technology Company., Ltd (2498)

Daiwa has lowered the target price for ROBOSENSE to 57 yuan, maintaining a "Buy" rating. The report points out that ROBOSENSE has achieved rapid scaling in its lidar business, recording quarterly profits for the first time in the fourth quarter of last year. The gross margin for assisted driving lidar is expected to rise from 13.4% in 2024 to 19.1% in 2025. It is anticipated that this year's delivery volume will increase to 1.6 million units, accounting for approximately 28% of the Chinese market share

AASTOCKS

Daiwa downgraded the target price of ROBOSENSE to 57 yuan, maintaining a "Buy" rating

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ROBOSENSE announced its 2025 annual performance, with revenue of 1.941 billion RMB, a year-on-year increase of 17.7%. Losses narrowed from 482 million RMB in the previous year to 146 million RMB, with a loss per share of 0.32 RMB. In the fourth quarter, revenue was 751 million RMB, a year-on-year increase of 46.1%, achieving a net profit of 106 million RMB, turning a profit, with a gross margin increase to 28.5%. No final dividend was declared

First Trust Nasdaq Food & Semicon

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

ChinaAMC Guozheng Semiconductor Chip ETF

Guotai CSI All Share Integrated Circuit ETF

China Southern CSI Semiconductor Industry Custom ETF

Tianhong CSI Computer Theme ETF

Guotai CSI Computer Theme ETF

In the performance report, ROBOSENSE's annual loss narrowed to 146 million RMB, achieving a turnaround in the final period

ARKQ

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IBOT

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Robosense Technology Turns to Q4 Profit

marketscreener

ARK Autonomous Tech & Robotics ETF

Global X Robotics & Artificial

Serve Robotics

VanEck Robotics ETF

ROBO Global Robotics

Robo.ai

Robosense Technology Turns to Q4 Profit

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In Shenzhen, China on March 12, 2026, RoboSense (HKEX: 2498), an AI-focused robotics tech firm, revealed securing an exclusive contract to supply the digital LiDAR suite for the upcoming Robotaxi fleet by Apollo Go, a division of Baidu. The LiDAR technology will be factory-installed in the autonomous vehicles, signifying a significant milestone for RoboSense in the automated driving sector.

Unusual Whales

Baidu

BIDU-SW

RoboSense Secures Exclusive Design Win for Baidu's Next-Gen Apollo Go Robotaxi

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STECH

After the Spring Festival holiday, the Hong Kong stock market reopened, with the Hang Seng Index opening down 48 points and ultimately closing down 292 points or 1.1%, at 26,413 points. The National Index and the Hang Seng TECH Index fell by 110 points and 156 points, respectively, with a total turnover of HKD 165.373 billion. Oil stocks PetroChina and CNOOC rose by 3.7% and 2.2%, respectively. Robot concept stocks surged significantly due to performances at the CCTV Spring Festival Gala, with DOBOT and ROBOSENSE rising by 21.4% and 9.2%, respectively. AI large model semi-new stock HAIZHI TECH GP and KNOWLEDGE ATLAS surged by 20% and 43%, respectively. Other technology stocks generally declined

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Hang Seng TECH Index

In the Hong Kong stock market, the Hang Seng Index closed down 292 points in the Year of the Horse, with the Tech Index dropping 2.9%. Robot stocks and AI large model newly listed stocks surged against the trend

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Voyah is expected to go public on March 19 with approximately 885 million H shares. New Ming China has proposed a 1-for-6 rights issue to raise over 100 million yuan, primarily for debt repayment. ROBOSENSE expects a significant narrowing of losses last year, mainly benefiting from the growth in sales of laser radar products. MANULIFE-S has been approved to repurchase and cancel up to 2.5% of its issued ordinary shares

Tasty Money

Guotai CSI 800 Automobile and Parts ETF

MANULIFE-S

ChinaAMC CSI Auto Components Thematic ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

Hua Xia CSI New Energy Vehicles ETF

[Daily Announcement] Voyah (7489) introduces a form of listing, ROBOSENSE (2498) benefits from product sales growth, last year's losses significantly narrowed

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Hong Kong's robotics sector experienced a notable upswing, with several key stocks showing significant gains. According to Jin10, Yuejiangled the charge with an 18% increase. Suteng Juchuangfollowed with a rise of over 9%, while UBTECHsaw a 6.3% uptick. Additionally, Yunjiclimbed by 5.78%. This collective rise highlights growing investor interest and confidence in the robotics industry within the Hong Kong market.

CoinLive

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UBTECH ROBOTICS

Hong Kong Robotics Stocks Surge as Market Gains Momentum

Robosense Technology Forecasts Lower 2025 Losses

Robosense Technology Forecasts Lower 2025 Losses

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RoboSense projects its first-ever quarterly profit, expecting a net income of at least RMB 60 million ($8.7 million) in Q4 2025, driven by a surge in robotics LiDAR sales. The company sold 459,600 units in Q4, with robotics LiDAR accounting for 221,200 units. Sales of robotics LiDAR exceeded 303,000 units in 2025, marking a 1,142% increase from 2024. RoboSense anticipates a significant reduction in its full-year net loss for 2025, narrowing to no more than RMB 180 million, down over 60% from 2024.

CnEVPost

Guotai CSI Subdivision Mechanical Equipment Industry Theme ETF

RoboSense projects first-ever quarterly profit as robotics LiDAR sales surge

The Hong Kong stock market is now a tale of two extremes. Mixue Group is exploding directly, this wave of beverages really gives a bull market feeling. However, cyclical stocks like oil services, such as BQE Petroleum Services, fell nearly 10% in a single day, not even enough time to cut losses.Those two in new energy and biotech (Goldwind Science &amp; Technology, Giant Biogene), seem to have no presence, just floating along passively.RoboSense pulled up a bit, the smart vehicle track still has some popularity.Now, we can only watch and choose, continue to endure...

PETRO-KING

GOLDWIND

Goldwind

MIXUE GROUP

GIANT BIOGENE

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

Hesai

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Lingyun Ind

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Hanwei Electronics

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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

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Xiaomi HK SDR 2to1

Xiaomi Corporation

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BYD HK SDR 10to1

BYD Company Limited

BYD Company

Aeva Tech

AEVA Tech - CW

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BLACK SESAME

Aurora Innovation

Aurora Innovation - CW28

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NVIDIA

Mobileye Global

LeddarTech

Li Auto

LI AUTO-W

Innoviz Tech

INNOVIZ TECHNOLOGIES LTD C/WTS 06/04/2026 (TO PUR COM)

Alphabet - C

Alphabet

Amazon

Pony AI

Uber Tech

NIO Inc

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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

HUROBSN@EC2611A(28087.HK)

HUROBSN@EC2611A Stock Performance Chart

China Merchants Securities Sticks to Their Buy Rating for RoboSense Technology Company., Ltd (2498)

CICC Keeps Their Buy Rating on RoboSense Technology Company., Ltd (2498)

Daiwa downgraded the target price of ROBOSENSE to 57 yuan, maintaining a "Buy" rating

In the performance report, ROBOSENSE's annual loss narrowed to 146 million RMB, achieving a turnaround in the final period

Robosense Technology Turns to Q4 Profit