地平线HSD规模化量产上车，中国车企一夜赶超特斯拉？

Core Insights - The Guangzhou Auto Show this year showcased 1,085 vehicles, with 629 new energy vehicles, accounting for 58%, indicating that China's automotive industry has fully completed its "three electrification" process [1] - Major automakers emphasized concepts like "AI cars" and "intelligent driving" at the show, with a consensus on advancing intelligent assisted driving technology [1] - The development trend of intelligent assisted driving technology is evident, evolving towards higher levels of safety and adaptability while also being made available in more vehicle models [1] Group 1 - Horizon's HSD (Horizon SuperDrive) has been rapidly integrated into multiple mass-produced models, showcasing its efficiency and effectiveness in the market [2][4] - The HSD system has been adopted by over 10 automotive brands and more than 20 models, with a goal of achieving mass production of 10 million units in the next 3-5 years [4][25] - The HSD's deployment signifies a significant opportunity for Chinese automakers to align with or even surpass Tesla's FSD capabilities [6][9] Group 2 - The HSD system utilizes a true end-to-end architecture, which enhances driving experience by eliminating delays and improving responsiveness [12][13] - The system's "intuitive model" allows for real-time feedback and human-like decision-making in complex driving scenarios, enhancing safety and efficiency [15][19] - The collaboration with automakers allows for customization without affecting their technological strategies, making HSD a flexible solution for various brands [28] Group 3 - The automotive industry is shifting from price wars to technology-driven competition, with Horizon's HSD playing a crucial role in this transition [29] - The HSD aims to democratize high-level assisted driving capabilities, making them accessible to a broader range of vehicles, not just high-end models [29][30] - The partnership with Horizon allows automakers to focus on product differentiation while benefiting from advanced driving technology without the burden of extensive R&D costs [27][28]