Workflow
用户智驾信任度模型
icon
Search documents
对话地平线余凯:在意股价不如专注自己,企业护城河来自市场领导地位
IPO早知道· 2025-04-22 02:35
不断技术迭代、不断推出更高性能的产品,从而不断保持自己的领导地位。 本文为IPO早知道原创 作者| Stone Jin 微信公众号|ipozaozhidao 4月18日, 地平线举办以 "征程所向,远超想象"为主题的2025年度产品发布会 并正式 推出 L2城区 辅助驾驶系统 " 地平线 HSD "。 值得注意的是,这是 4月16日工信部 发布新公告(注: 工信部官网 于 4月16日 发布《装备工业一 司召开智能网联汽车产品准入及软件在线升级管理工作推进会》公告 )后首场由智驾科技企业召开 的产品发布会。换言之,地平线成为 工信部收紧智能网联汽车相关管理之后,第一家在智驾产品宣 传上作出反应的企业 , 为整个行业的规范行为率先打了个样。 同时 , 地平线在发布会上还提出了 "用户智驾信任度模型",这是行业首次就如何提升智驾信任度 进行的标准化、规范化的探索 。由地平线这一 "用户智驾信任度模型"所引发的行业思考,或将定义 智驾行业的新标准,推动智驾行业从无序走向规范。 在会后交流环节, 地平线创始人兼 CEO余凯博士 向「 IPO早知道」等指出, 这次工信部发布新政 让整个行业回归到正常轨道,确实是好事。 " ...
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].