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地平线机器人-W:High growth potential with unique positioning-20260320
Zhao Yin Guo Ji· 2026-03-20 01:24
20 Mar 2026 CMB International Global Markets | Equity Research | Company Update Horizon Robotics (9660 HK) Horizon Robotics (9660 HK) - High growth potential with unique positioning Transfer coverage with a BUY rating. Management has raised its revenue CAGR guidance for the next few years from 50% to 60% after Horizon SuperDrive (HSD) rollouts. We believe Horizon is well positioned with its rising market share in city NOA solutions, upcoming cockpit-driving fusion solutions, pilot operation of robotaxis, an ...