Geely recalls 92,915 vehicles over LiDAR defect that hit RoboSense stock

Geely Auto recalled 92,915 vehicles in China over a LiDAR power-chip defect, sending shares of supplier RoboSense down 9.8 percent.

China's State Administration for Market Regulation said the recall stems from supplier manufacturing-process variation that may have damaged the power integrated circuit inside the LiDAR unit, which several driver-assistance functions depend on. The two campaigns take effect Aug. 24.

The first covers 18,878 Geely Galaxy M9 units built between July 20 and Oct. 26, 2025, where the fault can cause driver-assistance functions to exit or fail to activate. The second covers 74,037 Lynk & Co 900, 10 EM-P, 07 and 08 units built between Jan. 8 and Dec. 10, 2025, where the defect can leave the system unable to identify, warn of or respond to unusual objects once assisted driving is engaged.

Geely will replace the LiDAR units free of charge and use cloud-based diagnostics to flag at-risk vehicles, directing owners to service centers. Vehicles that already had the sensor swapped will not need another replacement.

RoboSense (02498.HK), which mainland media reported supplies the LiDAR for the affected Lynk & Co models, closed down 9.8 percent with a short-selling ratio of 28.5 percent. The Shenzhen-based company maintains close ties with Geely, and its products are used across dozens of models under the Zeekr, Lynk & Co and Galaxy brands. The entire Lynk & Co 900 series comes standard with RoboSense's high-performance LiDAR, according to an article on the company's official account.

The recall adds to pressure on Lynk & Co, which sold 16,382 vehicles in July, down 40 percent year-on-year and its fourth consecutive month of double-digit declines. The brand delivered 160,597 vehicles in the first seven months, down 11 percent from a year earlier and less than 40 percent of its 400,000-unit annual target. Sister brand Zeekr, now part of the same group, saw July sales rise 111 percent to 35,837 vehicles.

Geely filed a second set of recalls the same day, covering 92,658 Zeekr 007 and Zeekr X vehicles over risks with their emergency mechanical door release devices. Chinese automakers filed recalls covering more than 7 million vehicles that week, mostly related to the same door-release issue.

The LiDAR recall raises scrutiny on supply-chain quality across China's driver-assistance sector, where sensors are central to the autonomous-driving features automakers use to differentiate models. Geely has not yet disclosed a notification schedule for owners.

This article is for informational purposes only and does not constitute investment advice.