On September 30, CAMSENSE (HKEX: 06802) officially listed on the Main Board of the Hong Kong Stock Exchange and simultaneously released its 2026 interim results, with all core metrics exceeding expectations.
During the reporting period, the company recorded revenue of RMB 412.7 million, a sharp year-on-year increase of 41.4%. The growth was primarily driven by two high-margin product lines: dTOF LiDAR revenue reached RMB 115 million, surging 350% year-on-year and emerging as the strongest growth engine; line laser sensor revenue reached RMB 101 million, up 91% year-on-year. Together with dTOF products, they formed a clear dual-engine growth structure, highlighting significant success in product mix optimization.
As shipment scale ramped up rapidly, the economies of scale from the company's sustained prior investments were officially realized. In the first half, CAMSENSE recorded gross profit of RMB 76.57 million, up 99.4% year-on-year, with overall gross margin rising from 13.2% in the same period last year to 18.6%, driving substantial release of profit elasticity.
In the first half of 2026, CAMSENSE achieved a profit of RMB 11.97 million, compared to a loss of RMB 4.16 million in the first half of 2025, a surge of approximately 387.7% year-on-year. Full-year 2025 profit was RMB 2.201 million, meaning the first-half 2026 profit already exceeded five times the full-year 2025 profit, placing the company on a sustained profitability trajectory.
Shipment performance was equally impressive. In the first half, total LiDAR product shipments exceeded 7 million units, with dTOF LiDAR shipments surpassing 2.5 million units and line laser sensor shipments exceeding 4 million units. This stable large-scale delivery capability further strengthened the company's deep ties with core customers: CAMSENSE has established long-term partnerships with the top five companies in the intelligent robotics industry, with average cooperation periods of 4 to 7 years, positioning its customer quality and loyalty at a leading level in the supply chain.
Even amid strong performance growth, CAMSENSE did not slow its R&D investment pace. First-half R&D expenses increased 24.7% year-on-year to RMB 37.61 million, with a focus on advancing the development of next-generation C-series chips and the "Phoenix" dTOF platform.
Today, CAMSENSE's H-shares officially commenced trading on the Main Board of the Hong Kong Stock Exchange. The company raised net proceeds of approximately HK$615.4 million from its global offering, of which 65% will be used to enhance core technology R&D, 25% to upgrade intelligent manufacturing capabilities, and the remainder to establish a subsidiary in Hong Kong and expand into European and American markets.