Understanding the Market | ROBOSENSE rises over 6% as it deepens cooperation with NVIDIA, fully integrating the EM and E platforms into the DRIVE ecosystem
ROBOSENSE's stock price rose by more than 6%, with an increase of 6.5% as of the time of publication, trading at HKD 44.54, with a turnover of HKD 165 million. The company announced a deepened collaboration with NVIDIA, integrating its high-performance automotive-grade digital lidar into the NVIDIA DRIVE ecosystem to support the development of autonomous driving technology. JP Morgan upgraded its investment rating from "Neutral" to "Overweight," raising the target price from HKD 28.6 to HKD 53, expecting to achieve positive net profit in the future
According to Zhitong Finance APP, ROBOSENSE (02498) rose over 6%, up 6.5% as of the time of writing, priced at HKD 44.54, with a transaction volume of HKD 165 million.
In terms of news, on September 11, at the 2025 International Motor Show and Smart Mobility Expo in Germany (IAA MOBILITY 2025), ROBOSENSE announced further deepened cooperation with NVIDIA. The world's only mass-producible high-performance automotive-grade digital lidar E1, EMX, and EM4 will connect to the NVIDIA DRIVE ecosystem, providing high-definition three-dimensional perception data support for the NVIDIA DRIVE AGX in-vehicle computing platform. This will shorten the development and testing cycle of autonomous driving technology and accelerate the deployment and application process of autonomous driving systems by car manufacturers.
JP Morgan's research report pointed out that it has upgraded ROBOSENSE's investment rating from "Neutral" to "Overweight," with a target price raised from HKD 28.6 to HKD 53. In addition to the accelerated adoption of ADAS and LiDAR in China's new energy vehicles, Morgan Stanley noted the strong demand for LiDAR in various robotic applications, including robotic lawn mowers, autonomous taxis, and logistics robots. Based on its digital LiDAR platform, ROBOSENSE has received incremental design orders in both the ADAS and robotics fields, improving profit margins, which is expected to drive accelerated growth in shipments and achieve positive net profit by 2026. Meanwhile, Morgan Stanley believes that given the broader prospects for LiDAR applications and more upward potential in the future, ROBOSENSE deserves a valuation reassessment
