地平线机器人-回调后未来收入复合年增长率将超 60%，下一步将推出座舱驾驶一体化解决方案

March 19, 2026 11:21 PM GMT Horizon Robotics | Asia Pacific Correction: 60%+ Revenue CAGR Ahead – Integrated Cockpit-driving Solution Up Next Reaction to earnings Rmb3.9bn. Horizon reiterated 35% volume growth target for 2026, implying 75%+ ASP growth on a higher mix of AD chips (55% vs. 45% in 2025), driven by J6P projects entering mass production. Management noted 60%+ gross margin target for 2026, where product gross margin will hover around 40-50% and licensing at near 100%. Management expects HSD deliv ...