地平线HSD打破智驾“豪门游戏”，中国车企迎来智能化跃升时刻

Core Insights - The Chinese automotive industry is transitioning from "leading in electrification" to "winning in intelligence," facing challenges in smart driving technology development due to high investment and long cycles [1][4] - Horizon HSD (Horizon SuperDrive) is changing the competitive landscape by transforming urban auxiliary driving from a high-end option to a standardized feature [1][3] Industry Overview - The global automotive industry is rapidly integrating "electrification + intelligence," with China leading in the first half of electrification due to its complete industrial chain and continuous innovation [4] - From January to July this year, new passenger cars with L2-level combined driving assistance functions in China reached 7.76 million units, with a market penetration rate of 62.58% [4] Consumer Behavior - Consumer perceptions are shifting, with smart driving experience becoming the third most important factor in car purchasing decisions, following quality and performance [4] - Consumers are increasingly focused on the real-world performance of smart driving features, such as smoothness, adaptability to complex traffic, and human-like decision-making [4] Market Performance - The launch of the Deep Blue L06, priced from 132,900 yuan, showcases strong market demand for high-cost performance smart driving solutions, with over 20,000 orders within an hour of its release [5] - Despite the anticipated "smart driving equality" in 2025, high-level smart driving features are predominantly found in vehicles priced above 300,000 yuan, while lower-priced models lack such features [5] Competitive Landscape - Tesla's FSD has set a global benchmark in smart driving, but Horizon HSD's rapid mass production offers a more practical path for Chinese automakers to compete [3][7] - Horizon's business model focuses on providing standardized smart driving capabilities, allowing automakers to concentrate on user experience rather than redundant R&D [8] Technological Advancements - Horizon HSD has achieved rapid mass production, with over 10 vehicle models equipped with the system, and has become a leader in the domestic smart driving technology market with a 32.4% share [8][12] - The HSD system's success is attributed to its efficient integration of hardware and software, optimizing performance and energy efficiency [9] Future Outlook - Horizon aims to produce 10 million units of HSD within the next 3-5 years, leveraging China's unique advantages in complex driving scenarios [8][12] - The transition of high-level smart driving from luxury to standard features is redefining the global automotive competitive landscape, with Horizon's approach serving as a model for industry transformation [12]