MSROBSN@EC2603A

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

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

STARCOIN GROUP

DAISHOMICROLINE

IDT INT'L

GUANZE MEDICAL

BOER POWER

KNOWLEDGE ATLAS

CHINA INFO TECH

QINGHUA HOLD

SUPER STRONG

HAIZHI TECH GP

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02498

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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

AASTOCKS

ROBOSENSE

DOBOT

Hang Seng Index

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

YUNJI

UBTECH ROBOTICS

Hong Kong Robotics Stocks Surge as Market Gains Momentum

Robosense Technology Forecasts Lower 2025 Losses

marketscreener

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

ROBOSENSE expects to achieve a quarterly profit of 60 million yuan for the first time in the fourth quarter of 2025, exceeding the management's breakeven expectations, marking a new stage in the company's operations. This profit exceeding expectations is mainly attributed to the company's leading layout and technological product advantages in the robotics business

Wallstreetcn

ROBOSENSE expects to achieve a single-quarter profit of 60 million for the first time, with the robotics business exceeding profit expectations

RoboSense Technology Co., Ltd. (HK:2498) expects its net loss for 2025 to narrow to no more than RMB180 million, down from RMB481.8 million in 2024, driven by strong LiDAR sales and a quarterly net profit of at least RMB60 million in Q4. The figures are based on preliminary accounts and may differ from final audited results due in March 2026. Analysts rate the stock as a Hold with a price target of HK$33.00. The company emphasizes caution for investors until finalized results are published.

Tip Ranks

RoboSense Flags Sharply Narrowed 2025 Loss on Strong LiDAR Sales

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%

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

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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

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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.

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

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 Inc

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

MSROBSN@EC2603A(22784.HK)

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

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

Hong Kong Robotics Stocks Surge as Market Gains Momentum

Robosense Technology Forecasts Lower 2025 Losses

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