大和:平均售价上升将为地平线机器人今年收入主要动力 重申买入

美港电讯
09 Apr

【大和:平均售价上升将为地平线机器人今年收入主要动力 重申买入】金十数据4月9日讯,大和发报告指,预计地平线机器人(09660.HK)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。维持目标价6.5港元,并重申“买入”评级,将受惠高级辅助驾驶系统趋势。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%。同时,该行预计从2025年开始,地平线机器人将会找到更多的方式来实现软件产能的变现。

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