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Hyper | vivo established a Siasun Robot&Automation Lab: aiming at home scenarios.
A strategic choice for a technological long slope and thick snow ecological revolution.
After the low-key release of DeepSeek-V3, the industry was shocked and once again questioned the Silicon Valley model.
① DeepSeek released the V3-0324 model on Monday evening, with preliminary tests showing that it can run on Consumer-grade Hardware, breaking the traditional notion that large models require a Datacenter; ② DeepSeek's model continues to reduce the energy consumption and computing costs of large models while maintaining an open-source approach to continuously drive technological innovation, leading to the rapid development of the domestic AI Industry and raising questions about Silicon Valley's closed and paid model.
[Focus on Brokerage] Founder Securities maintains a "Recommended" rating for Horizon Robotics (09660), stating that its market share is expected to further expand.
Jingwu Financial News | According to a report by Founder Securities, on March 21, Horizon Robotics (09660) released its full-year performance announcement for 2024. The company achieved revenue of 2.38 billion yuan in 2024, a year-on-year increase of 53.6%; after adjusting for fair value changes and other items, the adjusted Net income was -1.681 billion yuan, compared to an adjusted Net income of -1.64 billion yuan in 2023. The report indicated that by Business, the company's Autos solutions achieved revenue of 2.31 billion yuan, of which product solutions and licensing and service Business achieved revenues of 0.66 billion and 1.65 billion yuan respectively, year-on-year increases of 31.2% and 70%.
Concerns remain as the market shows signs of recovery after hitting a bottom, with deep-sea Technology and cyclical stocks becoming the focus of attention.
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From the 2023 annual report of Horizon (9660.HK), insights on the autonomous driving Industry: the era of equality has arrived, where is the growth logic?
In 2025, the intelligent driving sector is reaching a critical turning point. First, this year many car companies announced their Asia Vets strategies at press conferences, with BYD achieving for the first time the incorporation of intelligent driving systems into models priced below 0.1 million yuan, and Geely also planning to standardize high-speed NOA on products costing less than 0.07 million yuan, indicating that advanced intelligent driving will penetrate the mass market. Second, car manufacturers have all unveiled their new vehicle plans for 2025, expanding their product matrix and fully iterating existing products, attempting to use this year’s achievements to determine the market landscape for the coming years. This means that the rollout of New energy Fund vehicles still possesses strong momentum, leading to more mainstream Consumer involvement.
Horizon Robotics Returns to Profit in 2024; Shares Slide 3%
