智通财经APP获悉,地平线机器人-B(09660)现涨超9%,截至发稿,涨9.3%,报6.23港元,成交额1.94亿港元。
消息面上,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展开进一步合作。HSD将作为大众汽车集团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加速研发,并落地在大众汽车集团旗下的车型上。此外有市场传闻称,保时捷与地平线在智能驾驶技术研发领域达成合作,预计将于上海车展后公布进展,此次合作是中国大众汽车集团与地平线深化合作的一部分。
大和发布研报称,地平线机器人将受惠高级辅助驾驶系统趋势,预计集团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。该行预计,客单价将成为地平线机器人2025年收入增长的主要动力。
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