智通财经APP获悉，地平线机器人-W(09660)涨超11%，截至发稿，涨11.6%，报6.35港元，成交额7.63亿港元。
消息面上，近日，地平线宣布与全球汽车零部件巨头电装正式达成战略合作。双方将基于地平线征程家族计算方案，结合电装在辅助驾驶系统研发与整车集成方面的深厚技术积累，共同打造具有竞争力的组合辅助驾驶产品。电装自主研发的传感器将融合地平线征程计算方案，构建高性能、极具成本效益的ADAS系统，减少对激光雷达的依赖，旨在推动高性能辅助驾驶技术的广泛应用。
申万宏源认为，短期看，组合辅助驾驶受益供需共振，产业链景气度确定性上行。长期看，国内市场渗透势能维持，辅助驾驶出海大有可为。招银国际指出，展望未来，该行预计2027年公司收入将达到人民币84亿元，2024-2027年年复合增长率为52.2%，主要驱动因素包括：1）ADAS/AD渗透率提升带动整体市场规模扩大，2）更先进自动驾驶技术的加速采用及平均售价（ASP）提升，以及3）出货量增长推动市占率提升。
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