Electronic Equipment and Instruments

ROBOSENSE

Deep Research

02498

605488

688322

688071

02050

002050

HSAI

02525

603662

600480

BOSCH

300007

688582

TSLA

XPEV

09868

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

HESAI-W

Keli

Lingyun Ind

Hanwei Electronics

XDLK

Tesla

XPeng

XPENG-W

Humanoid Robots: AI's Best Hope?

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

BYD COMPANY

BYD COMPANY-R

BYD HK SDR 10to1

BYD Company Limited

BYD Company

GEELY AUTO

GEELY AUTO-R

Geely Auto

Li Auto

LI AUTO-W

HORIZONROBOT-W

BYD ELECTRONIC

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

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 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)

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)

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

Unanoctopus Unveils Smart Lawn Mowers Equipped with Solid-state LiDAR

Daiwa Upgrades Rating and Price Target for Innovusion

LEOCH INT'L

STARGLORY HLDGS

INTELLIMARK W27

BEST FOOD HLDG

GAOYU FINANCE

EXTREME VISION

TIAN TU CAPITAL

HSC RESOURCES

EPI (HOLDINGS)

LAP KEI ENGRG

CIRCUTECH

AAC TECH

WASION HOLDINGS

NUOBIKAN

Q TECH

PAX GLOBAL

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ROBOSENSE(02498.HK)

ROBOSENSE Stock Performance Chart