SIASUN(SZ:300024) Zhong Guo Qi Che Bao Wang·2026-01-15 09:41Core Insights - RoboSense has officially announced a significant performance milestone, projecting sales of 303,000 units of its robotic lidar products in 2025, marking a staggering year-on-year increase of 1141.8% compared to 2024, establishing itself as the industry sales leader [1] - The performance has been validated by the authoritative institution GGII, which indicates that RoboSense will maintain its position as the top supplier in the 3D lidar market for robotics in 2025, driven by emerging applications such as lawn mowing robots and humanoid/quadruped robots [4] - The company's success is attributed to its commitment to technological innovation and its ability to seize market opportunities, with a robust product lineup supported by self-developed chips, enabling it to excel in multiple core application areas [6] - Looking ahead to 2026, the demand for lidar as a core sensing component is expected to rise, providing RoboSense with opportunities to leverage its technological and production advantages, thus fueling new growth engines for its performance [7] Industry Outlook - The 3D lidar market is anticipated to enter a high-growth phase, with GGII forecasting a compound annual growth rate of 35.52% from 2025 to 2030, potentially reaching a market size of nearly 4.5 billion yuan by 2030 [4] - The global robotics industry is expected to experience explosive growth in 2025, with RoboSense positioned to capitalize on this trend through its high-performance digital products [6]