Sensing technology is facilitating the transition of drone delivery services from trial phases to regular daily operations.
Updated
January 23, 2026 10:41 AM
A quadcopter drone with package attached. PHOTO: FREEPIK
A new partnership between Hesai Technology, a LiDAR solutions company and Keeta Drone, an urban delivery platform under Meituan, offers a glimpse into how drone delivery is moving from experimentation to real-world scale.
Under the collaboration, Hesai will supply solid-state LiDAR sensors for Keeta’s next-generation delivery drones. The goal is to make everyday drone deliveries more reliable as they move from trials to routine operations. Keeta Drone operates in a challenging space—low-altitude urban airspace. Its drones deliver food, medicine and emergency supplies across cities such as Beijing, Shanghai, Hong Kong and Dubai. With more than 740,000 deliveries completed across 65 routes, the company has discontinued testing the concept. It is scaling it. For that scale to work, drones must be able to navigate crowded environments filled with buildings, trees, power lines and unpredictable conditions. This is where Hesai’s technology comes in.
Hesai’s solid-state LiDAR is integrated into Keeta's latest long-range delivery drones. LiDAR stands for Light Detection and Ranging. In simple terms, it is a sensing technology that helps machines understand their surroundings by sending out laser pulses and measuring how they bounce back. Unlike GPS, LiDAR does not rely solely on satellites to determine position. Instead, it gives drones a direct sense of their surroundings, helping them spot small but critical obstacles like wires or tree branches.
In a recent demonstration, Keeta Drone completed a nighttime flight using LiDAR-based navigation alone without relying on cameras or satellite positioning. This shows how the technology can support stable operations even when visibility is poor or GPS signals are limited.
The LiDAR system used in these drones is Hesai’s second-generation solid-state model known as FTX. Compared with earlier versions, the sensor offers higher resolution while being smaller and lighter—important considerations for airborne systems where weight and space are limited. The updated design also reduces integration complexity, making it easier to incorporate into commercial drone platforms. Large-scale production of the sensor is expected to begin in 2026.
From Hesai’s perspective, delivery drones are one of several forms robots are expected to take in the coming decades. Industry forecasts suggest robots will increasingly appear in many roles from industrial systems to service applications, with drones becoming a familiar part of urban infrastructure rather than a novelty.
For Keeta Drone, this improves safety and reliability. And for the broader industry, it signals that drone logistics is entering a more mature phase—one defined less by experimentation and more by dependable execution. Taken together, the partnership highlights a practical evolution in drone delivery.
As cities grow more complex, the question is no longer whether drones can fly but whether they can do so reliably, safely and at scale. At its core, this partnership is not about drones or sensors as products. It is about what it takes to make a complex system work quietly in real cities. As drone delivery moves out of pilot zones and into everyday use, reliability matters more than novelty.
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METiS TechBio’s blockbuster IPO signals rising investor interest in AI startups focused on how drugs are delivered inside the body
Updated
May 14, 2026 3:02 PM
HIV-1 virus particles, coloured red. PHOTO: UNSPLASH
Investors are beginning to place bigger bets on AI startups focused on drug delivery infrastructure rather than drug discovery alone. That shift was on display this week after METiS TechBio, a Hong Kong tech-bio startup focused on AI-powered drug delivery systems, debuted on the Hong Kong Stock Exchange.
The listing made METiS TechBio the world’s first publicly traded AI-powered drug delivery startup and the first AI-powered large-molecule biopharmaceutical startup listed in Hong Kong. The startup raised more than HKD 2.1 billion through its IPO, making it the largest healthcare listing in Hong Kong so far in 2026.
Investor demand was unusually strong. The Hong Kong public offering was oversubscribed by more than 6,900 times while the international tranche recorded 82 times oversubscription. More than 280 institutional investors participated in the international placing.
The strong demand reflects a wider shift in AI biotech. Over the past few years, much of the sector’s attention has focused on using AI to discover new drugs or molecules. METiS is taking a different approach. The startup focuses on how medicines are delivered inside the body after they are developed.
That challenge is becoming harder to ignore in biotech. Designing a therapy is only one part of the process. Delivering it precisely to specific organs, tissues or cells remains a major hurdle, especially for newer therapies involving RNA, proteins and large-molecule drugs.
METiS is trying to solve that problem through its proprietary NanoForge platform. The system uses AI to design and test nanodelivery systems that help medicines reach targeted areas inside the body more efficiently. The platform combines AI models, simulation systems and high-throughput screening tools to speed up formulation development and improve delivery precision.
The startup says it has already achieved targeted delivery across eight organs and tissue systems including the liver, lungs, heart, muscles and central nervous system.
One of its lead programs, MTS-004, became China’s first AI-enabled formulation drug to complete a Phase III clinical trial. The drug is being developed for pseudobulbar affect, a neurological condition that affects emotional expression. According to the startup, AI tools helped reduce preclinical formulation development time from up to two years to less than three months.
Investor interest in the IPO also came from some of the world’s largest asset managers and healthcare funds. BlackRock led the cornerstone investments with a USD 50 million subscription. Other participating investors included UBS Asset Management Singapore, Mirae Asset, ORIX Corporation, Deerfield, RTW, Hillhouse Capital and IDG Capital.
METiS is also building what it describes as a “platform collaboration + product partnership” business model. The startup currently works with more than 30 pharmaceutical and biotechnology partners globally, including large pharmaceutical companies and medical research institutions.
The company reported RMB 105 million in revenue in 2025, largely tied to upfront payments connected to its MTS-004 partnership agreements. It also said some platform collaboration contracts could reach milestone values of up to USD 109 million.
Chris Lai said: "The future of biomedicine will no longer be simply about 'taking medicine when one falls ill.' METiS TechBio's ambition is to harness AI to build nano-rockets that can navigate with precision through the inner space of the human body's 30 trillion cells, write the code of nucleic acids and proteins into cells, and reprogram diseased and aging cells into healthy cells. This was our founding aspiration, and it is the mission to which we will dedicate our lives. The IPO marks a new starting point for us to accelerate forward, and we will strive to live up to the support and trust we have received from all sectors."
The IPO also highlights how Hong Kong is increasingly positioning itself as a hub for next-generation biotech and AI healthcare startups. While investor excitement around AI drug discovery has cooled in parts of the market, startups focused on delivery systems and biotech infrastructure are beginning to attract stronger institutional backing.
For METiS, the challenge now will be turning that investor confidence into commercially viable therapies and long-term partnerships. But the listing suggests that AI-driven drug delivery is starting to emerge as a category investors are willing to treat as core biotech infrastructure rather than a niche research experiment.