智通财经APP获悉，大和发布研究报告称，重申地平线机器人-W(09660)“买入”评级，目标价上调至6.5港元，预计2024至2026年收入年均复合增长率达65%，并可在2027年起实现盈利，将该公司2026年收入预测上调23%，以反映对J6系列芯片出货持更正面看法。
比亚迪股份(01211)日前展示“秦”系列新车型，采用了L2级高级辅助驾驶系统(ADAS)，作为比亚迪ADAS芯片供应商之一的地平线机器人，预期可从中受益，重申预期今年ADAS将有望渗透至价格在15万元人民币或以下的大众市场低端车型，将成为地平线及其他ADAS硬件供应商的强劲驱动力。
展望未来，大和预期为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。
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