高盛发布研报称，看好地平线机器人作为中国领先的智能驾驶芯片供应商之一。由于更多客户要求高端解决方案，即其Superdrive配备J6平台及相应的软件解决方案，导致每个客户每年支出增加。大和则表示，预期渗透率提升的积极催化剂将持续存在，相信会有更多车企将效仿比亚迪，在低价车型中增设ADAS，而当中地平线将继续保持领先地位。Horizon Siasun Robot&Automation-W (09660) rose more than 6% in the afternoon, reaching a high of 7.25 Hong Kong dollars, setting a new record since its listing. As of the time of writing, it is up 5.28%, priced at 7.18 Hong Kong dollars, with a transaction amount of 0.6 billion Hong Kong dollars.
According to the Zhito Finance APP, Horizon Robotics-W (09660) rose over 6% in the afternoon, reaching a high of 7.25 HKD, setting a new record since its IPO. As of the time of writing, it has increased by 5.28%, priced at 7.18 HKD, with a trading volume of 0.6 billion HKD.
On the news front, on February 10, BYD launched the Q&M Dental Smart Driving Strategy at the Intelligent Strategy Conference and introduced the Tian Shen Zhi Yan C advanced smart driving three-eye version. This release marks the global debut of Horizon's latest generation vehicle intelligent computing solution, the Journey 6 series, officially landing in BYD's Tian Shen Zhi Yan. The company stated that as BYD models equipped with Tian Shen Zhi Yan C are officially delivered to users, the Journey 6 series will also begin large-scale production and delivery in February.
Goldman Sachs released a research report stating that they are bullish on Horizon Robotics as one of China's leading suppliers of Self-Driving Chips. The increasing demand from more clients for high-end solutions, specifically its Superdrive equipped with the J6 platform and corresponding Software solutions, has resulted in an increase in annual spending per client. Daiwa also indicated that positive catalysts for increased penetration rates will continue to exist, believing that more automotive companies will follow BYD's example by adding ADAS in low stock price models, with Horizon maintaining its leading position.
