In the second quarter of 2025, RoboSense reported revenue of approximately RMB 460 million, reflecting a notable 24.4% year-on-year increase and a robust 38.9% quarter-on-quarter growth. Notably, the company's robotics business excelled, with sales volumes soaring to 34,400 units, marking a remarkable 631.9% year-on-year surge and contributing approximately RMB 150 million to the quarter's revenue. Further solidifying its financial performance, RoboSense's gross margin climbed steadily to 27.7%, achieving its sixth consecutive quarter of quarter-on-quarter growth.
Total LiDAR sales for the quarter reached 158,200 units, up 28.6% year-on-year, showcasing sustained market demand. Within the ADAS sector, RoboSense delivered 123,800 LiDAR units, with its EM series products securing designations for 45 models, underscoring the company's strong presence in the automotive market. Additionally, sales in the robotics and other sectors witnessed a substantial 189.1% quarter-on-quarter increase, indicating broad-based growth across its business segments.