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地平线机器人-W涨超8% 征程芯片量产出货突破千万套 上半年产品及解决方案收入增超三倍
Zhi Tong Cai Jing·2025-09-05 04:16

Core Viewpoint - Horizon Robotics-W (09660) experienced a significant stock increase, rising over 8% in early trading, reflecting positive market sentiment following the announcement of major production milestones and strong financial performance [1] Group 1: Production Milestones - Horizon Robotics announced that its Journey series automotive intelligent chips have officially surpassed 10 million units in production and shipment, making it the first domestic smart driving technology company to reach this milestone [1] - The company's founder and CEO, Yu Kai, expressed optimism about the annual shipment volume, projecting around 4 million units for the year, with low-end and mid-to-high-end products each accounting for half of the total [1] Group 2: Financial Performance - For the first half of the year, the company's revenue from products and solutions reached 778 million yuan, representing a year-on-year increase of 350% [1] - Revenue from software and licensing services was 738 million yuan, showing a year-on-year growth of 6.9% [1] - The delivery volume of products and solutions nearly reached 2 million units, marking a year-on-year growth of approximately 100%, driven by the mass production of the Journey 6 series [1] Group 3: Product Segmentation - Mid-to-high-end products accounted for 49.5% of total shipments, with a total of 980,000 units shipped, reflecting a sixfold year-on-year increase [1] - Mid-to-high-end products contributed over 80% of the revenue from the products and solutions business [1] - The average selling price of automotive products and solutions reached 1.7 times that of the same period last year [1]