RoboSense's Q2 robot business grows sixfold, secures exclusive supply orders from a global top-five lawn mower robot manufacturer | Latest Frontline News

Author | Huang Nan

Editor | Peng Xiaoqiu

On August 21, RoboSense (02498.HK) released its Q2 and mid - term performance report for 2025. During the reporting period, the company's profitability continued to strengthen. The total revenue in the second quarter was approximately 460 million yuan, a year - on - year increase of 24.4% and a quarter - on - quarter increase of 38.9%. The robot business witnessed explosive growth, with revenue of about 150 million yuan and product sales reaching 34,400 units, a year - on - year increase of 631.9% and a quarter - on - quarter increase of 189.1%.

The overall gross profit margin of the products increased from 12.3% in Q1 2024 to 27.7%, rising quarter - on - quarter for six consecutive quarters. Among them, the gross profit margin in the robot field reached 41.5%.

Specifically, RoboSense's robot business has a strong growth momentum, covering vertical fields such as industrial warehousing and unmanned delivery. It has served over 3,200 global customers, mainly due to the competitiveness of its digital lidar products.

Among them, in the lawn mower robot field, RoboSense won exclusive supply orders from several manufacturers among the global Top 5, with the order scale reaching seven figures. In the unmanned delivery field, RoboSense has established long - term cooperation with leading domestic and foreign platforms, including well - known overseas enterprise COCO Robotics, two leading North American delivery platforms, and domestic leading enterprises such as Meituan, Neolix, and White Rhino. In the field of embodied intelligence, RoboSense has also reached in - depth cooperation with over 20 global embodied robot companies such as Unitree Robotics, Dobot, and the National Geomatics Center of China. Multiple products were unveiled at WAIC 2025 and WRC 2025.

Multiple products of RoboSense's cooperation with embodied intelligence manufacturers are on display

RoboSense CEO Qiu Chunchao pointed out at the earnings conference that although the performance in the first half of the year has been significantly improved, the company expects that large - scale deliveries in the robot field will be concentrated in the second half of the year and even the fourth quarter.

Taking lawn mower robots as an example, the next six months will enter the production peak of the 2026 sales season. Market demand will show explosive growth from the end of the third quarter and continue until the first quarter of next year. RoboSense predicts that the peak delivery period for robot products will be from the fourth quarter of this year to the first quarter of next year.

RoboSense's digital product E1R launched for the robot field

In terms of profitability, the current gross profit margin of RoboSense's robot business reaches 41%, higher than the industry's normal range of 35% - 40%. This advantage mainly stems from the company's leading digital product architecture, as well as factors such as the highly dispersed robot application scenarios, strong customized demand, and the industry still being in the exploration stage. As the delivery scale continues to expand, the scale effect will be further manifested, and it is expected that the gross profit margin of this business will gradually stabilize.

In terms of product and technology layout, at the beginning of this year, based on the "AI + Robot" strategy, RoboSense launched a new category of robot vision, Active Camera, focusing on the general perception needs of robots.

This category is positioned as the "real eyes of robots". It is a new - type sensor capable of outputting RGBD information, integrating camera, lidar, and IMU data. It supports the needs of high - precision robot perception, mapping and positioning, and grasping ability in all scenarios, and is equipped with an AI - Ready ecosystem to help developers use it out - of - the - box and accelerate technology verification and engineering implementation.

Active Camera

As of now, the Active Camera platform has collected demand feedback from over 400 universities, robot enterprises, institutions, and individual developers in multiple fields, including Tsinghua University, the University of Hong Kong, and Stanford University. The second product, AC2, will be officially launched in the second half of this year to meet the needs of higher - precision robot perception tasks.

In the future, RoboSense will continue to deepen its "AI + Robot" strategy, increase R & D investment in chips, algorithms, and digital architecture, and further promote the large - scale commercialization of embodied intelligence technology through innovative products such as Active Camera.