目前，地平线机器人-W已成为国内首个突破千万级出货量的智驾科技品牌，产品解决方案已获得全球 27家车企(42个车企品牌)的广泛采用。其最新推出的行业首个量产的一段式端到端全场景辅助驾驶系统 ——地平线HSD (Horizon SuperDrive ) 正在助力行业进入智驾普惠新纪元。 地平线机器人-W(09660)涨近4%，截至发稿，涨3.63%，报8.56港元，成交额2.35亿港元。 消息面上，2月9日，地平线机器人-W与宁德时代（300750）旗下子公司——宁德时代(上海)智能科技有 限公司(简称"时代智能")签署战略合作协议。根据协议，时代智能将提供其磐石底盘系列化产品与技 术，地平线机器人-W则将贡献其全场景辅助驾驶产品以及解决方案等汽车智能化核心能力。双方通过 软硬协同、跨域融合，共同探索从底层架构到顶层应用的完整智能化体系，为海内外OEM客户提供更 具竞争力与多样化的产品选择与服务支持。 ...

目前，地平线机器人-W已成为国内首个突破千万级出货量的智驾科技品牌，产品解决方案已获得全球 27家车企(42个车企品牌)的广泛采用。其最新推出的行业首个量产的一段式端到端全场景辅助驾驶系统 ——地平线HSD (Horizon SuperDrive™) 正在助力行业进入智驾普惠新纪元。 消息面上，2月9日，地平线机器人-W与宁德时代旗下子公司——宁德时代(上海)智能科技有限公司(简 称"时代智能")签署战略合作协议。根据协议，时代智能将提供其磐石底盘系列化产品与技术，地平线 机器人-W则将贡献其全场景辅助驾驶产品以及解决方案等汽车智能化核心能力。双方通过软硬协同、 跨域融合，共同探索从底层架构到顶层应用的完整智能化体系，为海内外OEM客户提供更具竞争力与 多样化的产品选择与服务支持。 智通财经APP获悉，地平线机器人-W(09660)涨近4%，截至发稿，涨3.63%，报8.56港元，成交额2.35亿 港元。 ...

Group 1 - The core viewpoint of the article highlights a significant rise in Hong Kong's artificial intelligence stocks, indicating a positive market trend in this sector [2] - Cloud Wisdom (云知声) saw an increase of over 13%, reflecting strong investor interest and confidence in its performance [2] - Other companies such as Reading Group (阅文集团), Zhiyun (智谱), and MINIMAX-WP experienced gains exceeding 6%, showcasing a broader rally in AI-related stocks [2] - Companies like Zhihu (知乎), Kuaishou (快手), and Horizon Robotics (地平线机器人) also reported increases of over 4%, further emphasizing the momentum in the AI market [2]

探索"智能载体"与"智能大脑"结合新模式 根据协议，时代智能将提供其磐石底盘系列化产品与技术，地平线则将贡献其全场景辅助驾驶产品以及解决方案等汽车智 能化核心能力。双方通过软硬协同、跨域融合，共同探索从底层架构到顶层应用的完整智能化体系，为海内外OEM客户提 供更具竞争力与多样化的产品选择与服务支持。 时代智能是宁德时代旗下专注一体化智能底盘产品研发和技术服务子公司，核心产品为磐石底盘。磐石底盘作为独立的智 能移动载体，高度集成电池、电驱、热管理及底盘域控制器等关键技术，大幅度提升了电池到底盘的成组效率、电池-电驱 系统转换效率，同时通过与上车身解耦，可实现与上车身空间及智能驾驶等模块的同步开发、并行迭代，高效助力合作伙 伴实现技术迭代和产品落地。 2026年2月9日，地平线(09660)与宁德时代旗下子公司——宁德时代(上海)智能科技有限公司(简称"时代智能")签署战略合作 协议。双方将聚焦新能源汽车智能化升级需求，以"高智能、高安全的智能出行体验"为目标，为全球整车企业与终端用户 提供卓越的智能化出行体验。 地平线专注乘用车辅助驾驶解决方案，整合领先的算法、专用的软件和先进的处理硬件，为汽车智能化提供核心 ...

2026年2月9日，地平线(09660)与宁德时代（300750）旗下子公司——宁德时代(上海)智能科技有限公司(简称"时代智能")签 署战略合作协议。双方将聚焦新能源汽车智能化升级需求，以"高智能、高安全的智能出行体验"为目标，为全球整车企业 与终端用户提供卓越的智能化出行体验。 随着市场对汽车智能化的需求日益强烈，时代智能与地平线此次合作，将成为汽车"智能载体"与"智能大脑"深度耦合的重要 探索。 从资本赋能到产品共创 共启新能源智能汽车新生态 地平线总裁朱威，时代智能董事总经理杨汉兵代表双方公司签约；宁德时代联合创始人、副董事长李平，地平线创始人兼 CEO余凯见证签约 软硬结合 探索"智能载体"与"智能大脑"结合新模式 根据协议，时代智能将提供其磐石底盘系列化产品与技术，地平线则将贡献其全场景辅助驾驶产品以及解决方案等汽车智 能化核心能力。双方通过软硬协同、跨域融合，共同探索从底层架构到顶层应用的完整智能化体系，为海内外OEM客户提 供更具竞争力与多样化的产品选择与服务支持。 时代智能是宁德时代旗下专注一体化智能底盘产品研发和技术服务子公司，核心产品为磐石底盘。磐石底盘作为独立的智 能移动载体，高度集成 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: Horizon Robotics 呈交日期: 2026年2月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 不同投票權架構公司普通股 | 股份類別 A | | | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | N/A | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,124,389,270 | USD | | 0.0000025 | USD | | 5,310.97 | | 增加 / 減少 (-) | | | 0 | | | | USD | | 0 | | 本月底結存 | | | 2,124,389,270 | USD | | 0.0000025 | USD | | ...

据悉，地平线征程6B正加速渗透ADAS市场，博世、知行科技等基于该芯片开发的产品均已斩获车企定 点；与四维图新（002405）、大陆等头部tier1的合作也均获得车企定点，累计定点超10余家品牌，未来 头部优势还将进一步巩固。 消息面上，高工智能汽车研究院近期发布2025年智驾计算芯片榜单。数据显示，在ADAS前视一体机及 小域控计算芯片领域，地平线以47.66%的市占率独占近半壁江山，连续两年蝉联自主品牌ADAS市场份 额榜首。 地平线机器人-W(09660)午后涨超3%，截至发稿，涨2.51%，报8.16港元，成交额12.67亿港元。 ...

Core Viewpoint - Horizon Robotics-W (09660) has shown a significant increase in stock price, reflecting strong market performance and leadership in the ADAS sector [1] Group 1: Market Performance - Horizon Robotics-W's stock price rose over 3% in the afternoon session, currently trading at 8.16 HKD with a transaction volume of 12.67 billion HKD [1] Group 2: Industry Position - According to the latest report from the High-Technology Automotive Research Institute, Horizon Robotics holds a 47.66% market share in the ADAS front-view integrated machine and small domain control computing chip sectors, maintaining its position as the top domestic brand for two consecutive years [1] Group 3: Product Development and Partnerships - The Horizon Journey 6B chip is rapidly penetrating the ADAS market, with products developed by Bosch and Zhixing Technology based on this chip already securing contracts with automotive manufacturers [1] - Collaborations with leading Tier 1 suppliers such as NavInfo and Continental have also resulted in over 10 contracts with automotive brands, further solidifying Horizon Robotics' competitive advantage [1]

Group 1 - The Hong Kong chip stocks experienced a collective decline, with notable drops in several companies' stock prices [1] - Hua Hong Semiconductor fell over 12%, while Zhaoyi Innovation dropped 11%, and Wallin Technology decreased by over 7% [1] - Other companies such as Shanghai Fudan and InnoCare also saw declines exceeding 6%, with SMIC, ASMPT, and Tianyu Semiconductor dropping more than 5% [1] Group 2 - Hua Hong Semiconductor's stock price decreased by 12.79%, reaching 101.600, with a total market capitalization of 176.54 billion and a year-to-date increase of 36.74% [2] - Zhaoyi Innovation's stock fell by 11.04% to 298.000, with a market cap of 207.64 billion and a year-to-date increase of 83.95% [2] - Wallin Technology's stock price dropped by 7.47% to 32.200, with a market cap of 78.53 billion and a year-to-date increase of 64.29% [2] - Shanghai Fudan's stock decreased by 6.85% to 48.440, with a market cap of 39.90 billion and a year-to-date increase of 6.88% [2] - InnoCare's stock fell by 6.17% to 54.000, with a market cap of 49.42 billion and a year-to-date decrease of 31.12% [2] - SMIC's stock price declined by 5.31% to 71.400, with a market cap of 571.23 billion and a year-to-date change of -0.07% [2] - ASMPT's stock decreased by 5.20% to 98.500, with a market cap of 411.51 billion and a year-to-date increase of 27.18% [2] - Tianyu Semiconductor's stock fell by 5.03% to 47.580, with a market cap of 18.71 billion and a year-to-date change of -0.88% [2]

Core Viewpoint - The report from China Merchants Securities International predicts that the humanoid robot industry in China will experience significant growth by 2026 due to advancements in AI model capabilities, hardware technology maturity, cost reductions, and accelerated application scenarios, along with a surge in orders in the fourth quarter [1] Group 1: Recommended Companies - Recommended humanoid robot manufacturers include UBTECH Robotics (09880), Yujin Robot (02432), and Geek+ (02590) [1] - Cross-industry collaborative companies recommended are Tesla (TSLA.US) and Xpeng Motors (09868) [1] - Ecological companies to watch include Xiaomi Group (01810) and Midea Group (00300) [1] Group 2: Supply Chain Insights - The supply chain outlook is positive, focusing on technology convergence, with a favorable view on Minth Group (00425) in the Hong Kong stock market [1] - Companies expanding from intelligent driving to robotics, such as Hesai Technology (02525) and Horizon Robotics (09660), are also highlighted as promising [1] Group 3: Industry Trends - The humanoid robot industry in China is characterized by rapid incremental advancements and a full-chain explosion, particularly with the trend of large-scale production by overseas leaders by the end of the year [1] - Catalysts for growth include the release of Tesla's V3 and the listing of Yushu Technology, along with a significant number of new robot companies expected to go public in the Hong Kong market this year [1]