Hong Kong concept tracking | Siasun Robot & Automation strong market demand, large increase in orders for laser radar companies (including concept stocks)

Lidar is one of the core components of Siasun Robot&Automation, which allows Siasun Robot&Automation to achieve functions such as positioning, navigation, and obstacle avoidance. This year, due to strong market demand for Siasun Robot&Automation, orders for lidar companies have increased significantly. At the production base of a lidar company in Shenzhen, workers can be seen busy everywhere. The business manager told the reporter that the domestic sales revenue increased by nearly one hundred percent compared to last year. Another lidar company in Shenzhen's orders are already scheduled until the end of the year. Data shows that the Chinese lidar market is expected to reach 24.07 billion yuan in 2025, and further increase to 43.18 billion yuan in 2026. Experts say that as various car manufacturers shift their focus from emphasizing the autonomous decision-making ability of "high-level intelligent driving" to emphasizing the safety guarantee of "assisted driving functions," lidar, as a safety guarantee, once again becomes a "standard product" that car brands focus on promoting. In addition, the market for Siasun Robot&Automation brings new incremental space and broad prospects for the lidar industry. Leading lidar manufacturers have gradually formed a leading advantage in terms of scale, cost, and mass production pace, and the industry is entering a "golden period" of simultaneous increase in quantity and price. Hong Kong stocks related to lidar: Hesai-W (02525): The company is the world's largest supplier of lidar. On September 15, Hesai Technology announced further deepening cooperation with a leading Robotaxi company in the United States, signing a lidar order worth over 40 million US dollars. Hesai will provide long-range and short-range lidar products as their sole supplier, with the order planned to be completed by the end of 2026. ROBOSENSE (02498): At the 2025 International Automotive and Intelligent Travel Expo in Germany, RoboSenseROBOSENSE announced that its lidar products EM4, EMX, and E1 will be integrated into the NVIDIA DRIVE AGX platform. CICC is optimistic about the long-term market space for onboard lidar and the company's competitiveness. They also believe that Siasun Robot&Automation's business expansion is expected to inject long-term growth momentum into the company, and that the company's comprehensive and efficient technological layout and continuous customer expansion are expected to achieve high performance growth.