ROBOSENSE (02498) saw its shares rise more than 5%. At the time of writing, the stock was up 5.24%, trading at HK$33.32 with a turnover of HK$198 million.

The increase follows a Morgan Stanley research report highlighting that ROBOSENSE has once again been selected for the "Global Humanoid Robot Industry Chain Top 100" list. The company was also included in the "Chinese Humanoid Robot Value Chain" map, making it the only Chinese technology company in the global LiDAR sector to be featured in both major industry rankings simultaneously.

Morgan Stanley attributed the sustained positive outlook for ROBOSENSE to its robust market performance. In 2025, the company's sales of robotic LiDAR units reached 303,000, a dramatic year-on-year increase of 1141.8%, catapulting it to the top position globally for 3D LiDAR shipments in the robotics field.

The depth and breadth of its technology were cited as another key factor for its selection. Since establishing its "AI + Robotics" strategy in early 2025, ROBOSENSE has successfully built a full-stack AI robotics technology闭环, encompassing core hardware to algorithms, achieving a business transformation driven by both "vehicle-mounted" and "robotics" segments.

During the 2026 CES exhibition, the world's first instant delivery robot equipped with ROBOSENSE's embodied intelligence solution made a notable debut. It autonomously and smoothly completed nearly 20 intricate steps—from unboxing to taking an elevator—in complex nighttime scenarios. This demonstration showcased its complete technical capabilities from perception to decision-making and execution, drawing significant attention from markets both domestically and internationally.