Robosense Technology (2498) 주식 개요
투자 지주회사인 로보센스 테크놀로지는 중화인민공화국, 미국 및 전 세계에 LiDAR 및 인식 솔루션을 제공하고 있습니다. 자세히 보기
강점
위험 분석
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Analyst Price Targets
Robosense Technology Co., Ltd 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | HK$23.70 |
| 52주 최고가 | HK$46.50 |
| 52주 최저가 | HK$20.32 |
| 베타 | 0.080 |
| 1개월 변동 | 2.16% |
| 3개월 변동 | -29.21% |
| 1년 변동 | -25.71% |
| 3년 변동 | n/a |
| 5년 변동 | n/a |
| IPO 이후 변동 | -44.88% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Jul 30
2498: Higher Profit Margins Will Support A Stronger Future Earnings Multiple
Analysts have trimmed their HK$ price target for Robosense Technology to reflect updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E. This has resulted in a moderate recalibration rather than a sharp reset of expectations.
내러티브 업데이트 • Jul 16
2498: Robotics LiDAR Surge Will Support Future Margin Recovery
Analysts have adjusted their fair value estimate for Robosense Technology from HK$35.61 to HK$32.13, citing updated assumptions for revenue growth, profit margins, the discount rate, and future P/E levels. What's in the News for Robosense Technology RoboSense reported LiDAR sales volume of 719,200 units for the first half of 2026, with overall unit sales described as rising 169.6% year over year, according to company disclosures.내러티브 업데이트 • Jul 02
2498: Robotaxi Wins Will Support Future Margin Recovery Despite Softer Assumptions
Analysts have trimmed their HK$ price target on Robosense Technology to reflect updated assumptions around fair value, a higher discount rate, and softer revenue growth and profit margin expectations, partly offset by a higher future P/E multiple. What's in the News Robosense Technology has scheduled a board meeting for May 27, 2026, to review the Group's first quarterly results for the three months ended March 31, 2026, and consider their publication.
내러티브 업데이트 • Jun 18
2498: Future Robotaxi Wins Will Support Confidence As Profitability Improves
Analysts have nudged their fair value estimate for Robosense Technology slightly lower to about HK$45.00 from roughly HK$45.27, citing modest adjustments to discount rate assumptions and future P/E expectations, while keeping revenue growth views broadly unchanged. What’s in the News for Robosense Technology Robosense Technology has scheduled a board meeting for May 27, 2026.내러티브 업데이트 • Jun 03
2498: Future Robotaxi Wins Will Drive Confidence Despite Near Term Losses
Analysts have revised their fair value estimate for Robosense Technology from HK$47.45 to HK$45.27, reflecting updated views on the discount rate, revenue growth, profit margin and expected future P/E levels. What's in the News Robosense Technology stock fell 5.5% ahead of its May 25 earnings announcement, with investors focusing on profitability, margin trends and the company’s ongoing R&D spending on LiDAR, source: Robosense Technology Stock Drops 5.5% as Earnings Loom.Recent updates
내러티브 업데이트 • Jul 30
2498: Higher Profit Margins Will Support A Stronger Future Earnings Multiple
Analysts have trimmed their HK$ price target for Robosense Technology to reflect updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E. This has resulted in a moderate recalibration rather than a sharp reset of expectations.내러티브 업데이트 • Jul 16
2498: Robotics LiDAR Surge Will Support Future Margin Recovery
Analysts have adjusted their fair value estimate for Robosense Technology from HK$35.61 to HK$32.13, citing updated assumptions for revenue growth, profit margins, the discount rate, and future P/E levels. What's in the News for Robosense Technology RoboSense reported LiDAR sales volume of 719,200 units for the first half of 2026, with overall unit sales described as rising 169.6% year over year, according to company disclosures.내러티브 업데이트 • Jul 02
2498: Robotaxi Wins Will Support Future Margin Recovery Despite Softer Assumptions
Analysts have trimmed their HK$ price target on Robosense Technology to reflect updated assumptions around fair value, a higher discount rate, and softer revenue growth and profit margin expectations, partly offset by a higher future P/E multiple. What's in the News Robosense Technology has scheduled a board meeting for May 27, 2026, to review the Group's first quarterly results for the three months ended March 31, 2026, and consider their publication.내러티브 업데이트 • Jun 18
2498: Future Robotaxi Wins Will Support Confidence As Profitability Improves
Analysts have nudged their fair value estimate for Robosense Technology slightly lower to about HK$45.00 from roughly HK$45.27, citing modest adjustments to discount rate assumptions and future P/E expectations, while keeping revenue growth views broadly unchanged. What’s in the News for Robosense Technology Robosense Technology has scheduled a board meeting for May 27, 2026.내러티브 업데이트 • Jun 03
2498: Future Robotaxi Wins Will Drive Confidence Despite Near Term Losses
Analysts have revised their fair value estimate for Robosense Technology from HK$47.45 to HK$45.27, reflecting updated views on the discount rate, revenue growth, profit margin and expected future P/E levels. What's in the News Robosense Technology stock fell 5.5% ahead of its May 25 earnings announcement, with investors focusing on profitability, margin trends and the company’s ongoing R&D spending on LiDAR, source: Robosense Technology Stock Drops 5.5% as Earnings Loom.내러티브 업데이트 • 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).내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...
새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...주주 수익률
| 2498 | HK Electronic | HK 시장 | |
|---|---|---|---|
| 7D | -0.5% | 11.0% | -1.7% |
| 1Y | -25.7% | 11.5% | -3.0% |
수익률 대 산업: 2498은 지난 1년 동안 11.5%의 수익을 기록한 Hong Kong Electronic 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: 2498은 지난 1년 동안 -3%를 기록한 Hong Kong 시장보다 저조한 성과를 냈습니다.
주가 변동성
| 2498 volatility | |
|---|---|
| 2498 Average Weekly Movement | 8.4% |
| Electronic Industry Average Movement | 9.9% |
| Market Average Movement | 7.8% |
| 10% most volatile stocks in HK Market | 16.1% |
| 10% least volatile stocks in HK Market | 3.7% |
안정적인 주가: 2498는 지난 3개월 동안 Hong Kong 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: 2498의 주간 변동성(8%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2014 | 1,800 | Chunchao Qiu | www.robosense.ai |
투자 지주회사인 로보센스 테크놀로지는 중화인민공화국, 미국 및 전 세계에 LiDAR 및 인식 솔루션을 제공합니다. 이 회사는 첨단 운전자 지원 시스템, 로봇 공학, 청소, 물류, 공공 서비스 및 검사 애플리케이션을 위한 M 플랫폼, E 플랫폼 및 R 플랫폼 LiDAR 제품을 제공합니다. 또한 차량용 라이다 L4 센서 융합 솔루션인 P6, 차량-도로 간 시너지 인식 시스템인 V2X, ADAS 애플리케이션을 위한 지상 실측 시스템인 레퍼런스 솔루션, 인공지능 인식 소프트웨어인 하이퍼비전 1.0 등으로 구성된 라이다 인식 솔루션도 제공합니다.
Robosense Technology Co., Ltd 기초 지표 요약
| 2498 기초 통계 | |
|---|---|
| 시가총액 | HK$11.19b |
| 순이익 (TTM) | -HK$128.49m |
| 매출 (TTM) | HK$2.41b |
4.6x
주가매출비율(P/S)-87.1x
주가수익비율(P/E)2498는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| 2498 손익계산서 (TTM) | |
|---|---|
| 매출 | CN¥2.07b |
| 매출원가 | CN¥1.54b |
| 총이익 | CN¥536.74m |
| 기타 비용 | CN¥647.30m |
| 순이익 | -CN¥110.55m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | -0.23 |
| 총이익률 | 25.91% |
| 순이익률 | -5.34% |
| 부채/자본 비율 | 13.5% |
2498의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/07 20:48 |
| 종가 | 2026/08/07 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Robosense Technology Co., Ltd는 28명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Joey Yang | BofA Global Research |
| Ke Qu | CCB International Securities Limited |
| Sera Chen | CGS International |