RoboSense Achieves First-Ever Quarterly Profit, Robotics Business Accounts for Nearly Half of Revenue

[Financial Highlights] RoboSense reported its first-ever quarterly profit in Q4 2025, with a net profit of RMB 104 million and an operating profit of RMB 130 million.

Core Developments: Robotics Business Emerges as Growth Engine, Automotive Segment Also Gains Momentum

The robotics business sold 221,200 units in Q4, surging 2,565.1% year-over-year, generating revenue of RMB 347 million, which accounted for 49.0% of total product sales revenue. For the full year, robotics unit sales reached 303,000 units, ranking No. 1 globally.

Key Metrics: Strong Dual Growth in Annual Revenue and Gross Profit

Full-year 2025 revenue totaled RMB 19.41 billion, with gross profit reaching RMB 5.14 billion (up 81.3% year-over-year) and a consolidated gross margin of 26.5%. Its automotive LiDAR captured over 70% market share among joint-venture brand suppliers, and overseas revenue grew by more than 90% year-over-year.

Strategic Foundation: Dual Drivers of Capacity and Technology Fuel Leadership Ambitions

The company has established an annual LiDAR production capacity of 4 million units, targeting a 2–3x increase in sales volume by 2026 to accelerate its push toward industry leadership.