RoboSense achieved a total revenue of 1.02 billion yuan in the first half of 2026, marking a year-on-year increase of 30.2%. The total sales volume of LiDAR reached 719,200 units, surging by 169.6% year-on-year, with 282,600 units sold in the robotics sector, soaring by 510.4% year-on-year. Revenue from the robotics business accounted for nearly half of the product revenue, becoming the primary source of gross profit and the main growth engine. The company has consecutively ranked first in global robotics market and 3D LiDAR sales across multiple segments for several quarters, with its products widely applied in various robotics scenarios and new fields of physical AI. In the second half of the year, RoboSense's self-developed SPAD-SoC chip will be delivered on a large scale, and three major incremental robotics categories, including spatial cameras, will also enter mass production and delivery. The robotics technology platform business will continue to make breakthroughs, driving the large-scale application of physical AI.
