The autonomous driving and LiDAR sectors were generally weak today. $ROBOSENSE(02498.HK) fell 1%, and WeRide also saw a slight adjustment 😔.
The commercialization timeline for autonomous driving keeps getting pushed back. With major players like Waymo and Tesla FSD advancing, companies in the supply chain face uncertainty.
The continuous decline in LiDAR sensor prices is a trend, which is also squeezing suppliers' gross margins.
The long-term logic of the sector is sound, but the timeline for validating commercialization progress is very long. Short-term price fluctuations are driven more by market sentiment than fundamentals.
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