On August 21st, ROBOSENSE (02498) announced its second quarter and interim results for 2025. The financial report shows that the company achieved revenue of approximately 460 million yuan in the quarter, representing a year-over-year increase of 24.4% and a quarter-over-quarter growth of 38.9%. Among this, the robot business demonstrated explosive growth with product sales reaching 34,400 units, surging 631.9% year-over-year and becoming the core engine driving performance.

ROBOSENSE's product gross margin improved from 12.3% in Q1 2024 to 27.7% in Q2 2025, rising for six consecutive quarters and highlighting the operational efficiency advantages brought by technological autonomy.

ROBOSENSE's total LiDAR sales reached 158,200 units in the second quarter, increasing 28.6% year-over-year and 45.7% quarter-over-quarter. Within this, ADAS deliveries totaled 123,800 units, up 4.6% year-over-year and 28% quarter-over-quarter. The EM series products secured 45 model designations from 8 OEMs within half a year, making ROBOSENSE the world's first to mass produce 520-line LiDAR.

Robot and other segment sales soared to 34,400 units, exploding 631.9% year-over-year, with quarter-over-quarter growth also reaching 189.1%. The robot sector accelerated its explosive growth in the second quarter, bringing ROBOSENSE approximately 150 million yuan in revenue, up 100.7% quarter-over-quarter. ROBOSENSE empowers the industry as the "eyes of robots," laying the foundation for subsequent growth.

Leveraging advantages in digital LiDAR technology, self-developed chips, and large-scale mass production and delivery capabilities, ROBOSENSE demonstrates outstanding performance in automotive business, Robotaxi business, and robot business. Meanwhile, through its Active Camera platform and AI-Ready ecosystem, the company empowers embodied robots, creating long-term value for the AI robot industry.