Group 1 - Goldman Sachs has a positive outlook on Hezhima Intelligent (02533) in relation to the development of intelligent driving, expecting double-digit revenue growth by 2025 due to the trends in AD/ADAS in China [1] - The company anticipates that automotive original equipment manufacturers (OEMs) will increasingly rely on efficient and cost-effective supply chains rather than developing in-house chipsets [1] - Horizon Robotics (09660) is projected to see revenue growth of 50% in 2025 and 121% in 2026, driven by the trends in AD/ADAS and the upgrade of its product portfolio to higher computing power chips [1] Group 2 - Hezhima announced that its A1000 SoC will be featured in Dongfeng's new model, the Fengshen 007, which includes over 20 intelligent driving assistance features and has a computing capability of 58 TOPS [2] - The management remains optimistic about its strength in automotive chipsets, noting that developing in-house chipsets is challenging for automotive OEMs due to the time required for design and development [2] - The company is collaborating with partners to develop algorithms and is leveraging third-party software suppliers to better understand the software market, allowing customers more flexibility in choosing software/algorithms [2]