智通财经APP获悉，地平线机器人-B(09660)涨超5%，截至发稿，涨5.39%，报4.89港元，成交额1.19亿港元。
光大海外发布研报称，地平线机器人-W是领先的ADAS+AD解决方案供应商，于2024年10月登陆香港联交所上市。公司拥有“软硬结合”优势和行业先发优势，是国内领先的ADAS+AD解决方案供应商，具备一定的标的稀缺性和溢价空间。首次覆盖，给予公司“买入”评级。
该行续指，欧盟、美国、日韩等多国/区域出台政策推动汽车智能化发展。另外，预计随着国内外L3相关责任认定的政策出台，L3级自动驾驶的渗透率将迎来向上拐点。根据公司招股说明书，预计2026年、2030年中国智能汽车销量分别达到2,040、2,980万台，ADAS+AD渗透率分别达81.2%、99.7%。2030年中国的高阶自动驾驶市场规模有望突破4,000亿元人民币。
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