智通财经APP获悉,地平线机器人-W(09660)涨超6%,截至发稿,涨6.42%,报5.47港元,成交额3.01亿港元。
消息面上,近日,地平线与大众汽车集团正式宣布,在高阶领域基于地平线全场景智能驾驶方案HSD (Horizon SuperDrive™) 展开进一步合作。HSD将作为大众汽车集团“在中国、为中国”战略下智能驾驶研发的重要技术支撑,通过CARIAD与地平线的合资公司酷睿程 (CARIZON) 加速研发,并落地在大众汽车集团旗下的车型上。
大和发布研报称,预计地平线机器人将是汽车供应链中受美国关税影响最小的企业之一。集团的禁售期将在4月24日结束,该行相信这将为投资者提供一个良好的入市时机。大和预计,客单价将成为地平线机器人2025年收入增长的主要动力。预期将在2025年交付同比增34%至390万颗芯片,并预测其芯片平均售价达391元人民币,相较于2024年的229元人民币,同比增71%。
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