Robosense Technology（2498）株式概要
投資持株会社であるRobosense Technology Co., Ltd.は、中華人民共和国、米国、および国際的にLiDARと知覚ソリューションを提供している。 詳細
報酬
リスク分析
リスクチェックの結果、2498 、リスクは検出されなかった。
2498 Community Fair Values
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Analyst Price Targets
Robosense Technology Co., Ltd 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | HK$32.04 |
| 52週高値 | HK$46.50 |
| 52週安値 | HK$29.26 |
| ベータ | -0.010 |
| 1ヶ月の変化 | -5.54% |
| 3ヶ月変化 | -14.74% |
| 1年変化 | -20.20% |
| 3年間の変化 | n/a |
| 5年間の変化 | n/a |
| IPOからの変化 | -25.49% |
最新ニュース
ナラティブの更新 • May 05
2498: Robotaxi Wins Will Drive Loss Narrowing And Future Margin Recovery
Analysts have slightly trimmed their fair value estimate for Robosense Technology to about HK$39.31 from around HK$39.38, reflecting updated views on discount rate, revenue growth, profit margin, and a higher future P/E assumption. What's in the News RoboSense highlighted its role as a core partner across NVIDIA Jetson, DRIVE and Omniverse at GTC 2026, with its digital LiDAR products positioned as preferred perception solutions for a wide set of automotive and robotics partners, including BYD, Geely, Toyota, Lucid, Pony.ai, WeRide, Momenta, Agibot, Unitree, Galbot, Agile Robots and Neura Robotics (Key Developments).
ナラティブの更新 • Apr 10
2498: Robotaxi Partnerships And Narrowing Losses Will Support A Higher Earnings Multiple
Analysts have lowered their price target for Robosense Technology from around HK$61.15 to about HK$60.26, citing updated assumptions on revenue growth, profit margins and future P/E levels. What's in the News RoboSense highlighted its role as a core partner in NVIDIA's Jetson, DRIVE and Omniverse ecosystems at GTC 2026, positioning its digital LiDAR products as preferred perception solutions for automotive and robotics partners, including BYD, Geely, Toyota and Lucid (Key Developments).分析記事 • Mar 27
Robosense Technology Co., Ltd (HKG:2498) Annual Results Just Came Out: Here's What Analysts Are Forecasting For This Year
Robosense Technology Co., Ltd ( HKG:2498 ) came out with its annual results last week, and we wanted to see how the...ナラティブの更新 • Mar 27
2498: Robotaxi Platform Wins Will Drive Margin Recovery And Narrowing Losses
Analysts have trimmed their price target for Robosense Technology to around HK$39 from about HK$40. This reflects updated assumptions for slightly lower revenue growth, a more conservative profit margin outlook, and a modestly adjusted future P/E multiple.Recent updates
ナラティブの更新 • May 05
2498: Robotaxi Wins Will Drive Loss Narrowing And Future Margin Recovery
Analysts have slightly trimmed their fair value estimate for Robosense Technology to about HK$39.31 from around HK$39.38, reflecting updated views on discount rate, revenue growth, profit margin, and a higher future P/E assumption. What's in the News RoboSense highlighted its role as a core partner across NVIDIA Jetson, DRIVE and Omniverse at GTC 2026, with its digital LiDAR products positioned as preferred perception solutions for a wide set of automotive and robotics partners, including BYD, Geely, Toyota, Lucid, Pony.ai, WeRide, Momenta, Agibot, Unitree, Galbot, Agile Robots and Neura Robotics (Key Developments).ナラティブの更新 • Apr 10
2498: Robotaxi Partnerships And Narrowing Losses Will Support A Higher Earnings Multiple
Analysts have lowered their price target for Robosense Technology from around HK$61.15 to about HK$60.26, citing updated assumptions on revenue growth, profit margins and future P/E levels. What's in the News RoboSense highlighted its role as a core partner in NVIDIA's Jetson, DRIVE and Omniverse ecosystems at GTC 2026, positioning its digital LiDAR products as preferred perception solutions for automotive and robotics partners, including BYD, Geely, Toyota and Lucid (Key Developments).分析記事 • Mar 27
Robosense Technology Co., Ltd (HKG:2498) Annual Results Just Came Out: Here's What Analysts Are Forecasting For This Year
Robosense Technology Co., Ltd ( HKG:2498 ) came out with its annual results last week, and we wanted to see how the...ナラティブの更新 • Mar 27
2498: Robotaxi Platform Wins Will Drive Margin Recovery And Narrowing Losses
Analysts have trimmed their price target for Robosense Technology to around HK$39 from about HK$40. This reflects updated assumptions for slightly lower revenue growth, a more conservative profit margin outlook, and a modestly adjusted future P/E multiple.ナラティブの更新 • Mar 12
2498: Robotaxi Design Wins Will Support Margin Recovery And Narrowing Losses
Analysts have slightly raised their fair value price target for Robosense Technology to about HK$40.13 from around HK$40.00, citing updated assumptions that include moderately lower discount rates, a small uplift in forecast revenue growth and profit margins, and a marginally lower future P/E multiple. What's in the News Robosense secured an exclusive design win to supply factory-installed digital LiDAR suites for Baidu Apollo Go's next-generation Robotaxi fleet, using its EM4 main LiDAR and E1 blind-spot LiDAR for 360-degree coverage in Level 4 autonomous mobility (Client announcement, 12 Mar 2026).ナラティブの更新 • Feb 26
2498: Future Margin Improvements And Narrowing Losses Will Support Balanced Outlook
Analysts have lifted their fair value estimate for Robosense Technology from about HK$38.76 to roughly HK$40.00, citing updated assumptions around revenue growth, profit margins, and a modestly lower future P/E multiple. What's in the News Robosense Technology issued consolidated earnings guidance for the year ended December 31, 2025, based on preliminary unaudited management accounts for the Group.ナラティブの更新 • Feb 07
2498: Board Review And Solid Margins Will Support A Higher Earnings Multiple
Analysts have nudged their price target on Robosense Technology higher to US$61.15 from US$59.83, citing updated assumptions for revenue growth, profit margins and future P/E that slightly adjust their view of the company’s risk and earnings potential. What's in the News Robosense Technology has scheduled a board meeting for November 25, 2025, to review the group’s third quarter results for the nine months ended September 30, 2025, and approve their publication (Key Developments).ナラティブの更新 • Jan 24
2498: Future Profit Margins And P/E Reset Will Shape Fairly Balanced Outlook
Analysts have raised their price target for Robosense Technology to US$38.76 from US$38.27, reflecting updated assumptions that include stronger revenue expectations, improved profit margins, a slightly revised discount rate, and a lower projected future P/E multiple. What's in the News Robosense Technology has scheduled a board meeting for November 25, 2025, to review the Group's third quarterly results for the nine months ended September 30, 2025, and to approve their publication (Key Developments).ナラティブの更新 • Jan 10
2498: Future Robotics Perception Breakthroughs Will Support A Higher Earnings Multiple
Analysts have lifted their price target for Robosense Technology from $56.03 to $59.83, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Board meeting scheduled for November 25, 2025, to review and discuss Robosense Technology's third quarter results for the nine months ended September 30, 2025, and to approve their publication (Key Developments).ナラティブの更新 • Dec 26
2498: Future Robotic Perception Breakthroughs Will Shape Fairly Balanced Outlook
Analysts have modestly raised their price target on Robosense Technology, citing a slightly higher fair value estimate of approximately $38.27. This is supported by expectations for improved profit margins that more than offset a marginally lower revenue growth outlook and a reduced future price to earnings multiple.ナラティブの更新 • Dec 12
2498: Index Inclusion And LiDAR Standards Will Shape Balanced Future Prospects
Analysts have raised their price target on Robosense Technology to approximately $38.10 from about $34.07, reflecting improved expectations for revenue growth and profit margins, despite a slightly higher discount rate and a lower projected future price to earnings multiple. What's in the News Board meeting scheduled for November 25, 2025, to review and publish Robosense Technology's third quarter 2025 results for the nine months ended September 30, 2025 (Board Meeting) Launch of the AC2 Robot Manipulation Eye, the latest Active Camera series product, featuring millimeter level dToF depth sensing, an ultra large field of view, and an AI Ready developer ecosystem, unveiled during the IROS 2025 salon in Hangzhou (Product Related Announcements) Robosense Technology added to the S&P Global BMI Index, indicating increased visibility among global institutional investors (Index Constituent Adds) China's draft Safety Requirements for intelligent and connected vehicles formally incorporates LiDAR into mandatory national standards, with Robosense's EMX digital LiDAR highlighted as exceeding the proposed performance benchmarks and already adopted by multiple OEMs (Client Announcements) RoboSense to serve as an official sponsor of IROS 2025 in Hangzhou, where it will showcase its AC2 Active Camera, AI Ready ecosystem, and next generation digital LiDAR portfolio to more than 7,000 global robotics experts (Product Related Announcements) Valuation Changes The consensus analyst price target has risen moderately, increasing from HK$34.07 to approximately HK$38.10 per share, reflecting higher estimated fair value.
ナラティブの更新 • Sep 20
LiDAR Advancements Will Expand Robotics And Smart Cities
Analysts have raised RoboSense Technology’s price target to HK$47.45, citing strengthening market position, increasing confidence in embodied intelligence initiatives, and positive industry dynamics supporting improved valuation. Analyst Commentary Bullish analysts cite RoboSense's strengthening market position in robotics LiDAR as a key driver for future growth.ナラティブの更新 • Sep 05
LiDAR Advancements Will Expand Robotics And Smart Cities
Despite upgrades in outlook driven by improved growth prospects, market penetration, and new embodied intelligence drivers, the consensus analyst price target for Robosense Technology has remained unchanged at HK$46.02. Analyst Commentary Increased confidence in RoboSense’s ability to strengthen its position in the robotics LiDAR market.分析記事 • May 07
Revenues Tell The Story For Robosense Technology Co., Ltd (HKG:2498) As Its Stock Soars 32%
Those holding Robosense Technology Co., Ltd ( HKG:2498 ) shares would be relieved that the share price has rebounded...
新しいナラティブ • Mar 22
Recruitment In AI And Chip Development Will Advance Future LiDAR Technology
RoboSense's solid-state LiDAR sales surge and improved gross margins position it for strong future revenue growth, driven by economies of scale and cost efficiencies.分析記事 • Feb 27
Robosense Technology Co., Ltd (HKG:2498) Looks Just Right With A 57% Price Jump
Despite an already strong run, Robosense Technology Co., Ltd ( HKG:2498 ) shares have been powering on, with a gain of...分析記事 • Jul 05
Robosense Technology Co., Ltd (HKG:2498) Shares Slammed 74% But Getting In Cheap Might Be Difficult Regardless
The Robosense Technology Co., Ltd ( HKG:2498 ) share price has fared very poorly over the last month, falling by a...分析記事 • Jul 05
Robosense Technology Co., Ltd's (HKG:2498) Share Price Is Still Matching Investor Opinion Despite 74% Slump
Robosense Technology Co., Ltd ( HKG:2498 ) shareholders that were waiting for something to happen have been dealt a...株主還元
| 2498 | HK Electronic | HK 市場 | |
|---|---|---|---|
| 7D | -5.7% | 7.4% | -1.5% |
| 1Y | -20.2% | 89.1% | 11.3% |
業界別リターン: 2498過去 1 年間で89.1 % の収益を上げたHong Kong Electronic業界を下回りました。
リターン対市場: 2498は、過去 1 年間で11.3 % のリターンを上げたHong Kong市場を下回りました。
価格変動
| 2498 volatility | |
|---|---|
| 2498 Average Weekly Movement | 6.3% |
| Electronic Industry Average Movement | 8.6% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in HK Market | 15.6% |
| 10% least volatile stocks in HK Market | 3.5% |
安定した株価: 2498 、 Hong Kong市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: 2498の 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2014 | 1,800 | Chunchao Qiu | www.robosense.ai |
投資持株会社であるRobosense Technology Co., Ltd.は、中華人民共和国、米国、および国際的にLiDARおよび知覚ソリューションを提供している。同社は、先進運転支援システム、ロボット工学、清掃、物流、公共サービス、検査用途向けにMプラットフォーム、Eプラットフォーム、RプラットフォームのLiDAR製品を提供している。また、車載用LiDAR L4センサーフュージョンソリューションのP6、車両対道路の相乗的知覚システムであるV2X、ADASアプリケーションのグランドトゥルースシステムであるReference solution、人工知能知覚ソフトウェアであるHyperVision 1.0からなるLiDAR知覚ソリューションも提供している。さらに、技術開発とマーケティングサービスも提供している。さらに、FプラットフォームLiDAR製品の開発も行っている。ロボセンス・テクノロジーは2014年に設立され、中華人民共和国の深センに本社を置いている。
Robosense Technology Co., Ltd 基礎のまとめ
| 2498 基礎統計学 | |
|---|---|
| 時価総額 | HK$15.13b |
| 収益（TTM） | -HK$168.28m |
| 売上高(TTM) | HK$2.24b |
6.8x
P/Sレシオ-89.9x
PER（株価収益率2498 は割高か？
公正価値と評価分析を参照収益と収入
| 2498 損益計算書（TTM） | |
|---|---|
| 収益 | CN¥1.94b |
| 売上原価 | CN¥1.43b |
| 売上総利益 | CN¥514.15m |
| その他の費用 | CN¥660.07m |
| 収益 | -CN¥145.92m |
直近の収益報告
Dec 31, 2025
次回決算日
May 27, 2026
| 一株当たり利益（EPS） | -0.31 |
| グロス・マージン | 26.49% |
| 純利益率 | -7.52% |
| 有利子負債／自己資本比率 | 11.8% |
2498 の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/23 20:03 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Robosense Technology Co., Ltd 19 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27
| アナリスト | 機関 |
|---|---|
| Joey Yang | BofA Global Research |
| Ke Qu | CCB International Securities Limited |
| Jinman Shi | China Galaxy Securities Co., Ltd. |