Movement Alert|RoboSense Technology Rises 5.11% in Regular Trading, Smart Driving Policy Push and Self-Developed Chip Mass Production Provide Dual Catalysts

Market Focus07-03

On July 3, RoboSense Technology rose 5.11% in regular trading, trading at HKD 25.14/share, with turnover of HKD 121 million. The stock extended gains following a 10%+ rally in the prior session, driven by continued strength in the smart driving sector.

On the news front, CITIC Securities research identified this year as a critical watershed for China's intelligent driving industry transitioning from a feature competition phase to institutionalized commercial deployment. The national government's strengthening of intelligent connected vehicle product admission management further boosted sector sentiment. Meanwhile, the company's self-developed SPAD-SoC chip codenamed Peacock has entered Q3 mass production, with small-batch deliveries to customers already completed, marking the realization phase of its chip self-development strategy. Additionally, the Phoenix chip-based 4-million-pixel LiDAR solution has secured design wins from leading automakers.

Fundamentally, the company reported Q1 revenue of RMB 459 million, up 39.9% YoY, with robot LiDAR sales surpassing ADAS for the first time at 185,500 units. ADAS orders in hand exceed 9 million units. Multiple brokerages maintain Buy ratings with target prices ranging from HKD 46 to HKD 49.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

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