Core Viewpoint - Horizon has announced a strategic partnership with CATL's subsidiary, Times Intelligent, which signifies a significant collaboration in the automotive technology sector, particularly in smart driving and battery systems [1][12]. Group 1: Strategic Partnership - The partnership involves Times Intelligent providing its Rock Solid chassis products and technology, which enhances battery integration efficiency and allows for concurrent development with vehicle body and smart driving modules [13]. - Horizon will contribute its full-scene assisted driving products and solutions, including the recently launched Horizon HSD, marking a significant step in automotive intelligence [13][14]. - This collaboration is expected to help both companies reduce costs and improve competitiveness in the industry [14]. Group 2: Leadership Changes - Zhu Wei has been appointed as the new president of Horizon, previously serving as the executive president at CATL, indicating a strategic shift towards commercialization [3][19]. - The former president, Chen Liming, will transition to the role of vice chairman, focusing on major strategic decisions and governance improvements [3][19]. - Zhu Wei's extensive experience in sales and partnerships within the electric vehicle sector is anticipated to accelerate Horizon's market penetration and enhance its operational capabilities [16][19]. Group 3: Market Position and Challenges - Horizon has achieved a market share of approximately 46% in the ADAS market as of the first half of 2025, becoming the first domestic brand to exceed a cumulative shipment of 10 million smart driving chips [22]. - Despite this success, Horizon faces challenges such as increasing competition, price wars, and dependency on major clients, with 71.8% of its revenue in 2024 coming from its top five clients [28][29]. - The company is also under pressure to innovate and reduce costs, as competitors are rapidly advancing in technology and pricing strategies [24][31]. Group 4: Future Outlook - Horizon aims to expand its presence in the international market, leveraging Zhu Wei's experience to navigate competitive landscapes against global giants like Qualcomm and NVIDIA [18][31]. - The company has set ambitious goals for the next few years, including a target of producing 10 million HSD units and significantly enhancing smart driving capabilities in urban environments [34]. - To achieve these objectives, Horizon will need to invest in research and development, streamline costs, and accelerate the commercialization of its products [34].

Core Viewpoint - Horizon and CATL's subsidiary, Times Intelligent, signed a strategic cooperation agreement to focus on the trend of intelligent upgrades in the electric vehicle sector, aiming to enhance the smart travel experience for global automotive manufacturers and end users [1][4]. Group 1: Strategic Cooperation - The cooperation will leverage Times Intelligent's Rock Solid chassis products and core technologies, while Horizon will provide full-scene assisted driving products and solutions, creating a comprehensive intelligent system from foundational architecture to top-level applications [4]. - This partnership signifies a transition from capital collaboration to technical research and product co-creation, marking a new phase in their relationship [6]. Group 2: Product and Technology Integration - Times Intelligent specializes in integrated smart chassis development, with its core product, the Rock Solid chassis, enhancing battery integration efficiency and enabling parallel development of vehicle body and intelligent driving modules [4]. - Horizon has become the first domestic smart driving technology brand to exceed a shipment volume of 10 million units, with its Horizon SuperDrive™ system leading the industry towards a more accessible smart driving era [5]. Group 3: Industry Ecosystem and Future Outlook - Horizon has established partnerships with over 200 industry chain partners and has strategic collaborations with top-tier global companies like Bosch and Denso, aiming to build a mature, scalable production and delivery system [6]. - The collaboration with Times Intelligent is seen as a significant step in expanding Horizon's technological boundaries and deepening commercial scenarios in the intelligent driving sector [6].

Core Insights - Horizon has made a significant personnel change by appointing Zhu Wei as the new president, succeeding Chen Liming, who will now serve as vice chairman [1][2] - Zhu Wei's experience at CATL, particularly in passenger vehicle and overseas energy storage businesses, positions him to lead Horizon's transition from a technology company to a commercial powerhouse [5][8] Company Strategy - The strategic partnership with CATL's Times Intelligent aims to enhance Horizon's capabilities in the smart driving market, focusing on the integration of hardware and software [6][7] - Horizon's goals for the next 3-5 years include producing 10 million units of HSD (Horizon SuperDrive) and increasing the average mileage for urban MPI (manual takeover intervals) by tenfold by 2026 [4][8] Market Context - The smart driving market is evolving from production capability to a competitive landscape focused on scalability, cost reduction, and efficiency [4][8] - The collaboration with CATL represents a strong alliance in the Chinese new energy vehicle sector, combining CATL's supply chain expertise with Horizon's smart technology [7] Leadership Transition - Chen Liming's tenure established a solid engineering foundation for Horizon, while Zhu Wei's role will focus on scaling operations and expanding market share [3][5] - Zhu Wei's entry is seen as a strategic move to enhance Horizon's competitive edge amid increasing competition from companies like Huawei and NVIDIA [8][9]

2月9日，宁德时代（上海）智能科技有限公司（简称"时代智能"）与地平线机器人（简称"地平线"）签署战略合作协议。双方将围绕新能源汽车智能化升 级展开合作，整合底盘硬件与智能驾驶软件能力，为整车企业提供集成化解决方案。 根据协议，时代智能将提供其"磐石底盘"系列产品，一种高度集成电池、电驱、热管理及底盘域控制器的一体化滑板底盘平台；地平线则贡献其全场景辅 助驾驶系统，包括最新量产的端到端智驾方案HSD（Horizon Super Drive™）及车规级域控制器。双方计划通过软硬协同，打通从底盘控制到底层感知、 决策与执行的全链路，支持上车身与智能驾驶系统的并行开发。 时代智能是宁德时代控股子公司，专注于滑板底盘研发，其磐石底盘采用"电池到底盘一体化"（Cell-to-Chassis）设计，可实现与上车身解耦，缩短整车 开发周期。地平线是国内智驾芯片与算法头部企业，截至2026年初，其智驾解决方案已搭载于全球27家车企的42个品牌车型，累计出货量突破1000万套。 值得注意的是，此次签约恰逢地平线管理层调整：原宁德时代高管朱威近日出任地平线总裁，进一步强化了双方在战略与执行层面的协同可能。分析认 为，此次合作不仅 ...

《中国经营报》记者采访了解到，朱威本科毕业于中国科学技术大学精密仪器专业，拥有耶鲁大学商学 院MBA学位，是宁德时代原执行总裁。原地平线总裁陈黎明转任副董事长聚焦公司重大战略决策，进 一步推进公司治理体系完善及重大战略落地。资料显示，朱威在宁德时代任职8年，负责公司乘用车以 及海外储能业务。加入宁德时代前，朱威曾任法雷奥中国区副总裁，负责汽车舒适及辅助驾驶业务。其 职业经历横跨智能驾驶和新能源，并在国内和国际业务上都有丰富的经验。 据介绍，根据协议，时代智能将提供其磐石底盘系列化产品与技术，地平线则将贡献其全场景辅助驾驶 产品以及解决方案等汽车智能化核心能力。双方通过软硬协同、跨域融合，共同探索从底层架构到顶层 应用的完整智能化体系，为海内外OEM客户提供更具竞争力与多样化的产品选择与服务支持。 时代智能是宁德时代旗下专注一体化智能底盘产品研发和技术服务子公司，核心产品为磐石底盘。磐石 底盘作为独立的智能移动载体，高度集成电池、电驱、热管理及底盘域控制器等关键技术，大幅度提升 了电池到底盘的成组效率、电池-电驱系统转换效率，同时通过与上车身解耦，可实现与上车身空间及 智能驾驶等模块的同步开发、并行迭代，高效助 ...

随着市场对汽车智能化的需求日益强烈，时代智能与地平线机器人此次合作，将成为汽车"智能载 体"与"智能大脑"深度耦合的重要探索。 地平线机器人与宁德时代渊源深厚，是彼此长期信赖的伙伴。早在2021年1月份，宁德时代便与 BaillieGifford、云锋基金联合领投了地平线机器人的C2轮融资，一路见证并支持地平线机器人的成长。 此次地平线机器人与时代智能的战略合作，标志着双方关系实现了从资本合作到技术共研、产品共创的 跨越，携手迈入了共同创造价值的新阶段。 秉持"全维利他，开放共赢"的生态理念，地平线机器人始终坚持以用户价值为核心，为产业提供智能化 关键技术。公司已与超过200家产业链伙伴建立开放共赢的合作关系，并与博世、电装、采埃孚等全球 顶尖Tier-1达成战略合作，共同构建成熟的规模化量产交付体系与全球产业生态。此次与时代智能的携 手，是地平线机器人作为智能驾驶计算方案引领者，拓展技术边界、深化商业场景的又一重要实践。 本报讯(记者袁传玺)2026年2月9日，地平线机器人与宁德时代（300750）旗下子公司——宁德时代(上 海)智能科技有限公司(简称"时代智能")签署战略合作协议。双方将聚焦新能源汽车智能 ...

探索"智能载体"与"智能大脑"结合新模式 根据协议，时代智能将提供其磐石底盘系列化产品与技术，地平线则将贡献其全场景辅助驾驶产品以及解决方案等汽车智 能化核心能力。双方通过软硬协同、跨域融合，共同探索从底层架构到顶层应用的完整智能化体系，为海内外OEM客户提 供更具竞争力与多样化的产品选择与服务支持。 时代智能是宁德时代旗下专注一体化智能底盘产品研发和技术服务子公司，核心产品为磐石底盘。磐石底盘作为独立的智 能移动载体，高度集成电池、电驱、热管理及底盘域控制器等关键技术，大幅度提升了电池到底盘的成组效率、电池-电驱 系统转换效率，同时通过与上车身解耦，可实现与上车身空间及智能驾驶等模块的同步开发、并行迭代，高效助力合作伙 伴实现技术迭代和产品落地。 2026年2月9日，地平线(09660)与宁德时代旗下子公司——宁德时代(上海)智能科技有限公司(简称"时代智能")签署战略合作 协议。双方将聚焦新能源汽车智能化升级需求，以"高智能、高安全的智能出行体验"为目标，为全球整车企业与终端用户 提供卓越的智能化出行体验。 地平线专注乘用车辅助驾驶解决方案，整合领先的算法、专用的软件和先进的处理硬件，为汽车智能化提供核心 ...

2026年2月9日，地平线(09660)与宁德时代（300750）旗下子公司——宁德时代(上海)智能科技有限公司(简称"时代智能")签 署战略合作协议。双方将聚焦新能源汽车智能化升级需求，以"高智能、高安全的智能出行体验"为目标，为全球整车企业 与终端用户提供卓越的智能化出行体验。 随着市场对汽车智能化的需求日益强烈，时代智能与地平线此次合作，将成为汽车"智能载体"与"智能大脑"深度耦合的重要 探索。 从资本赋能到产品共创 共启新能源智能汽车新生态 地平线总裁朱威，时代智能董事总经理杨汉兵代表双方公司签约；宁德时代联合创始人、副董事长李平，地平线创始人兼 CEO余凯见证签约 软硬结合 探索"智能载体"与"智能大脑"结合新模式 根据协议，时代智能将提供其磐石底盘系列化产品与技术，地平线则将贡献其全场景辅助驾驶产品以及解决方案等汽车智 能化核心能力。双方通过软硬协同、跨域融合，共同探索从底层架构到顶层应用的完整智能化体系，为海内外OEM客户提 供更具竞争力与多样化的产品选择与服务支持。 时代智能是宁德时代旗下专注一体化智能底盘产品研发和技术服务子公司，核心产品为磐石底盘。磐石底盘作为独立的智 能移动载体，高度集成 ...

Core Viewpoint - The appointment of Zhu Wei as the new president of Horizon Robotics from CATL signifies a strategic alliance between the two companies, aiming to enhance their competitive edge in the automotive intelligence sector through a partnership that integrates hardware and software solutions [1][3][10]. Group 1: Leadership Transition - Zhu Wei, former executive president of CATL, is set to lead Horizon Robotics, while former president Chen Liming transitions to vice chairman [1][3]. - This leadership change is seen as a calculated move to strengthen Horizon's market position and operational efficiency, particularly in the context of increasing competition in the smart driving sector [4][6]. Group 2: Strategic Partnership - On the same day as Zhu Wei's appointment, a strategic cooperation agreement was signed between CATL's subsidiary Times Intelligent and Horizon, focusing on the integration of Times Intelligent's Rock Solid chassis products with Horizon's full-scene assisted driving solutions [1][10]. - This partnership aims to provide OEM clients with a comprehensive and competitive product offering, combining hardware and software capabilities [12][19]. Group 3: Market Dynamics - The automotive industry is shifting from a focus on advanced technology to cost efficiency, with companies now prioritizing affordability in the face of price wars and geopolitical challenges [16][17]. - Zhu Wei's experience in cost control and supply chain management from CATL is expected to be pivotal for Horizon as it seeks to deliver competitive pricing and rapid deployment of its products [6][19]. Group 4: Future Implications - The collaboration between CATL and Horizon is anticipated to create a new business model that offers integrated solutions, potentially reshaping the competitive landscape in the automotive sector [14][19]. - This partnership not only aims to enhance domestic market competitiveness but also positions Horizon to leverage CATL's global supply chain for international expansion [20][21].

2月9日，宁德时代（上海）智能科技有限公司（简称"时代智能"）与地平线机器人（简称"地平线"）签 署战略合作协议，双方将聚焦新能源汽车智能化升级需求。 责任编辑：山上 据悉，时代智能将提供其磐石底盘系列化产品与技术，地平线则将贡献其全场景辅助驾驶产品以及解决 方案等汽车智能化核心能力。双方通过软硬协同、跨域融合，共同探索从底层架构到顶层应用的完整智 能化体系，为海内外 OEM 客户提供更具竞争力与多样化的产品选择与服务支持。 时代智能是宁德时代旗下专注一体化智能底盘产品研发和技术服务子公司，核心产品为磐石底盘。磐石 底盘作为独立的智能移动载体，高度集成电池、电驱、热管理及底盘域控制器等关键技术，大幅度提升 了电池到底盘的成组效率、电池-电驱系统转换效率，同时通过与上车身解耦，可实现与上车身空间及 智能驾驶等模块的同步开发、并行迭代。 地平线专注乘用车辅助驾驶解决方案，整合领先的算法、专用的软件和先进的处理硬件，为汽车智能化 提供核心技术，包括全场景辅助驾驶软件算法、车规级域控制器及配套硬件。目前，地平线已成为国内 首个突破千万级出货量的智驾科技品牌，产品解决方案已获得全球 27 家车企（42 个车企品牌）的广 ...