速腾聚创：Breakeven milestone & path to profitability-20260210

| RESEARCH 10 Feb, 2026 RoboSense | 02498.HK Breakeven milestone & path to profitability Acceleration in the sales of LiDAR for robotics: The key driver of Q4 upside was the robotics segment, where lawn mower robots were the primary contributor. Growth in this segment should be sustained by i) product upgrades and new product lines across the lawn mowers, and ii) incremental customer additions. Beyond lawn mowers, Gen-7 robotaxi becomes a driver. The Group has deepened cooperation with leading autonomous mo ...