Core Insights - The domestic intelligent driving industry is gaining significant attention due to recent dual listings and supportive policies, with Horizon Robotics (9660.HK) being a key player [1] Group 1: Company Developments - Horizon Robotics has successfully delivered Bosch's mid-level intelligent driving system based on its Journey 6E/M chip, achieving mass production for multiple car models from various manufacturers [2] - The Journey family of chips has surpassed 10 million units shipped and has secured partnerships with over 20 automotive brands, with an expected output of several million units by 2025 [2] - Horizon's newly launched Horizon SuperDrive (HSD) system has been recognized as "China's version of FSD," with over 10 models already designated for production [3] Group 2: Strategic Partnerships - Horizon Robotics signed a strategic cooperation agreement with Hello to develop low-cost, high-safety intelligent driving technology for Robotaxi operations, marking a significant step in enhancing its technology capabilities across L2 to L4 scenarios [2][3] Group 3: Market Position and Future Outlook - Horizon Robotics is increasingly recognized as a "technology infrastructure platform builder," with major investment banks acknowledging its potential benefits from the acceleration of autonomous driving adoption [4] - Recent reports indicate that the global L2+ intelligent driving market is expected to grow at a compound annual growth rate of 8% over the next decade, with Horizon and Huawei projected to capture 50% of the Chinese market share [5]