地平线机器人-W(09660)今日盘中大涨7.96%,吸引了市场广泛关注。公司股价上涨主要得益于其最新一代车载智能计算方案征程6系列正式在比亚迪车型上首发并实现大规模量产交付。
据了解,地平线机器人最新一代智能计算方案征程6系列已搭载在比亚迪推出的天神之眼C高阶智驾三目版车型上,标志着该系列正式全球首发落地。随着搭载该产品线的比亚迪车型正式面向用户交付,征程6系列也在本月开启了大规模量产交付阶段。
浙商证券研报指出,公司受益于智能驾驶渗透率加速,具备在国产智驾开放生态中占据领先地位的潜力。凭借高算力芯片J6P的落地,地平线机器人基本可实现对全部自动驾驶场景的支持,与Nvidia在高算力场景下旗鼓相当。此外,公司坚持开放生态战略对车企更加友好,创新推出授权模式支持伙伴自研芯片,有利于在渗透率提升过程中获得更高市场份额。
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