智通财经APP获悉，地平线机器人-W(09660)再跌近4%，截至发稿，跌3.79%，报7.11港元，成交额1.36亿港元。
消息面上，地平线机器人近期发布截至2024年度业绩，来自客户合同的收入23.84亿元(人民币，下同)，同比增长53.6%；年内利润23.47亿元，同比扭亏为盈，主要系优先股及其他金融负债的公允价值变动收益46.77亿元。非国际财务报告准则财务计量指标下，经调整亏损净额由2023年度的16.35亿元扩大至16.81亿元，经调整经营亏损则收窄至14.95亿元，对比上年同期经营亏损为16.87亿元。
里昂指出，因研发费用增加而下调了25/26财年的利润预测，但对其长期利润率仍保持信心。该行预计，只有在锁定期结束(2025年4月24日)后，正面进展才会更好地反映在股价中，因此将目标价从11.20港元下调至10港元。里昂表示，地平线机器人加大研发力度，以抓住2025年第三季度Super Drive的扩张窗口。市场的焦点更多集中在竞争态势及其收入表现上，例如自动驾驶销量、Super Drive和平均售价，而对利润的关注较少。
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