ROBOSENSE (02498) rose more than 4%. As of the time of writing, the stock was up 4.12%, trading at HKD 38.96, with a turnover of HKD 401 million. According to official information from RoboSense, the true robotic operation eye, the AC2, will be showcased for the global robotics market at CES 2026. The AC2 is reportedly the industry's first super sensor system that simultaneously integrates solid-state dToF LiDAR, a binocular RGB camera, and an IMU, designed to help current robots overcome challenges in performing precise operations across complex scenarios, with potential applications in humanoid robots, warehouse AGVs, home robots, and digital twins. Guosen Securities pointed out that on the automotive side, the company benefits from the rapid development of ADAS and high-level autonomous driving and has a substantial order backlog. Currently, the company has secured designations for 144 vehicle models from 32 automakers and Tier-1 suppliers. In the robotics sector, leveraging its expertise in hardware, chips, and AI, the company provides incremental components and solutions for robots. Guosheng Securities believes the AC series unlocks long-term growth potential and is optimistic about the order demand and commercialization prospects for ROBOSENSE's LiDAR products.
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