What happened at SOS LAB?

On August 13, 2025, BNB Asset Management acquired a 5.16% stake in SOS LAB through convertible bond trading. Although stated as a simple investment, the market interprets this as a positive signal for SOS LAB’s technology and growth potential.

Why is SOS LAB attracting attention?

SOS LAB develops LiDAR sensors, a core technology for autonomous driving. With the growth of the autonomous driving market, a key future industry, attention is being drawn to SOS LAB’s technology. In particular, SOS LAB’s 3D solid-state LiDAR has a competitive edge in miniaturization, cost reduction, and durability.

What are the precautions for investing in SOS LAB?

  • Financial Risk: SOS LAB is currently recording operating losses and net losses, and its financial soundness is not good. These financial risks should be considered when investing.
  • Intensifying Competition: The LiDAR market is becoming increasingly competitive, and SOS LAB has to compete with global companies such as Hesai, Ouster, and Luminar.

What is the investment strategy for SOS LAB?

While BNB Asset Management’s investment is a positive signal for SOS LAB, investment decisions should be made cautiously. The future stock price of SOS LAB will depend heavily on mass production contracts with major clients, technological development, and improvement in profitability. Investors should carefully review these factors and make investment decisions from a long-term perspective. In particular, flexibility is required to modify the investment strategy while closely monitoring future earnings announcements and business performance.