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全民智驾时代,地平线向上一跃
华尔街见闻·2025-04-21 11:04

Core Viewpoint - The article discusses the rising trend of intelligent driving technology in the automotive industry, emphasizing the importance of safety and rationality in its development [1][21]. Group 1: Industry Developments - The Ministry of Industry and Information Technology (MIIT) of China has initiated measures to ensure the safety of intelligent driving systems, requiring car manufacturers to conduct thorough testing and avoid exaggerated claims [2]. - Horizon Robotics launched its L2 urban driving assistance system, Horizon HSD, which is powered by the high-performance Chengcheng 6P chip, capable of 560 TOPS [3][5]. Group 2: Product Features and Capabilities - The HSD system covers various driving scenarios, including urban areas, highways, and parking lots, and can perform complex maneuvers such as three-point turns and navigating narrow roads [6]. - The HSD system is designed to balance efficiency and safety, learning from the driver's habits while outperforming novice drivers in certain situations [6][8]. Group 3: Market Position and Growth - Horizon Robotics has established itself as a leader in the L2 driving assistance market, achieving a market share of 33.97% and delivering over 8 million units [11][12]. - The company aims to deliver over 10 million units by 2025, capitalizing on the expected increase in the penetration rate of L2 driving assistance systems in new vehicles [11]. Group 4: Financial Performance and Future Outlook - Horizon Robotics reported a revenue of 2.384 billion yuan in 2024, a 53.6% increase year-on-year, with a gross profit margin of 77.3% [16]. - The company anticipates achieving profitability by 2027, marking a significant milestone in its growth trajectory [17]. Group 5: Research and Development - Horizon Robotics plans to invest approximately 3 billion yuan in R&D in 2024, focusing on advancing its algorithms and technology [19]. - The company has received the SO 8800AI functional safety certification, enhancing its credibility in the global market [19]. Group 6: Strategic Partnerships and Ecosystem - Horizon Robotics collaborates with over 40 automotive manufacturers, including major players like Chery and Volkswagen, to expand its market presence [11][20]. - The company is building an ecosystem that integrates chips, algorithms, and developer partnerships to strengthen its competitive position [12].