金吾财讯 | 地平线机器人(09660)股价发力，截至发稿，涨5.42%，报8.74港元，成交额5.09亿港元。消息面上，天风证券表示，公司今年有望在比亚迪智驾平权下将带来较大的增量，“天神之眼C”将使用地平线J6M计算方案；且长安深蓝在2月9日发布的DEEPALADPro，也将使用地平线智驾方案，在入门级车型上搭载，推动智能驾驶的全面普及，将作为地平线全新增量贡献收入。公司处在智能驾驶高景气度赛道，同时自身作为全阶全场景的智能驾驶解决方案商，具备一定的稀缺性与高成长性。首次覆盖，给予“买入”评级。里昂表示，地平线机器人股价年内至今已累升超过一倍以上，市场对其估值逻辑已从可比公司的市销率(PS)转向公司自身的长期潜力。该行针对地平线机器人2030CL系统芯片(SoC)的出货量、收入和利润进行了情景分析，预计短期内的催化剂包括更多原始设备制造商的设计订单、J6P芯片的ARVR封装完成、Horizon SuperDrive的发布，以及其“地瓜”(Digua)人形机器人的最新进展更新。花旗上调地平线今明两年的销售量预测25%，分别达524万及838万，又调升集团收入预测29%及30%，该行料今年净亏损为6.96亿元人民币(原预期净亏损11.1亿元人民币)，而明年则为净利润14.7亿元人民币(原预期净利润6.07亿元人民币)。
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