RoboSense continues to propel its robot platform strategy forward.

Original author: Stone Jin | WeChat public account: ipozaozhidao | According to IPOzaozhidao, RoboSense Technology Co., Ltd. (hereinafter referred to as "RoboSense", 2498.HK) announced on February 26 that it plans to issue up to 22 million new shares at HK$46.15 per share, anticipating net proceeds of approximately HK$1 billion.

In December 2024, RoboSense completed a share issuance that generated net proceeds of HK$271 million.

Notably, compared to its previous issuance, RoboSense's latest announcement provides a detailed breakdown of how the proceeds will be utilized: approximately 70% of the net proceeds will be dedicated to R&D in the robot business, encompassing:

• Developing high-definition sensors and AI perception technology to enhance the motion control capabilities of robotic hands, creating a hand-eye coordination system to boost robot performance in complex environments.
• Developing dexterous hands with high payload and degrees of freedom to replicate human hand movements and operations.
• Integrating LiDAR and camera information to offer a robot vision solution (including sensor hardware and SDK), enabling customers to directly access algorithms for mapping, positioning, obstacle avoidance, etc.
• Developing key components such as robot domain controllers, haptic feedback systems, multi-dimensional force sensors, and joint motors.

Clearly, RoboSense is steadfast in advancing its strategy as a robot platform company. In January of this year, the company held the "Hello Robot" 2025 AI Robot Global Launch Event, emphasizing its position as a "robot technology platform company" offering incremental components and solutions for the AI robot industry. During the event, RoboSense unveiled its first batch of innovative products, including LiDAR products like E1R and Airy for robots, as well as new robot vision categories such as Active Camera and the dexterous hand Papert 2.0.

Among these, RoboSense's second-generation dexterous hand, Papert 2.0, boasts 20 degrees of freedom and a maximum payload of five kilograms. Equipped with 14 force sensors on its fingertips, finger pads, and palm, it can work in conjunction with the perception system in a closed loop to form a "hand-eye coordination" solution.

On February 24, RoboSense officially delivered the 1 millionth LiDAR E1R to "Qinglong," a full-size general-purpose humanoid robot developed by "Humanoid Robot Company" (National and Local Collaborative Innovation Center for Humanoid Robots). "Qinglong" is the world's first full-size open-source public version humanoid robot independently developed by "Humanoid Robot Company".

In fact, RoboSense is also a key partner of Unitree Robotics in LiDAR technology. The Unitree Robotics H1 robot, which performed at this year's Spring Festival Gala, is equipped with a LiDAR Helios developed by RoboSense on its head, enabling precise positioning and movement on stage.

In the future, RoboSense's products may be integrated into more products from humanoid robot companies. LiDAR serves as a highly potential "eye" for robots/dogs, with an adoption rate exceeding 50% among leading robot manufacturers globally and domestically.

It is worth mentioning that based on its progress in dexterous hands and vision, RoboSense was recently featured in Goldman Sachs' latest robot industry research report titled "Global Automation: Humanoid Robots III: The Supply Chain Dynamism."

In addition to RoboSense, this report includes global core humanoid robot supply chain enterprises such as Tesla, NVIDIA, Open AI, Huawei, and Xiaomi.

Goldman Sachs' report posits that the most compelling investment opportunities in the current humanoid robot supply chain lie in supply chain components. As the industry transitions from the R&D stage to mass production, the demand for high-quality components from major robot manufacturers is increasing, presenting unprecedented development opportunities for supply chain enterprises. The report further notes that the global humanoid robot industry is rapidly evolving and is expected to enter mass production in 2025. With numerous supply chain listed companies publicly announcing their entry into or further expansion of humanoid robot-related businesses, a comprehensive global humanoid robot ecosystem is taking shape. It is estimated that by 2035, with the rapid growth in global demand for humanoid robots, the potential market size could reach US$38 billion in a base scenario and up to US$205 billion in the most optimistic scenario.

Recently, RoboSense was also included in Morgan Stanley's "The Humanoid 100: Mapping the Humanoid Robot Value Chain," appearing alongside companies like NVIDIA, Microsoft, Google, and Tesla on the list of the top 100 listed companies in the global humanoid robot supply chain. This marks the first time RoboSense has been featured in an industry research report since the launch of its dexterous hand.

This article was originally written by the WeChat public account IPOzaozhidao (ID: ipozaozhidao).