Horizon Robotics-W's stock surged 10.72% during intraday trading on Friday, extending its recent strong performance in the market.

The sharp rise appears driven by multiple positive catalysts. Market consensus points to the potential materialization of a new round of scaled orders from automotive giant BYD, following news that the company has secured a particularly large cooperation order. The strategic collaboration was further signaled by BYD Chairman Wang Chuanfu being seen test-driving a BYD Seal equipped with Horizon's smart driving solution alongside Horizon's founder, Yu Kai.

Additionally, the broader smart driving sector is benefiting from an industry inflection point, with this year marking a critical transition for China's intelligent driving industry from feature competition to institutionalized commercial deployment. Horizon's competitive positioning is strengthened by its Journey 6 series chips accelerating mass production and the upgrade of its HSD V2.0 assisted driving system, solidifying its place in the autonomous driving chip market.