大和料地平线今年交付逾400万块ADAS芯片 升目标价至9.6港元

美港电讯
08 May

【大和料地平线今年交付逾400万块ADAS芯片 升目标价至9.6港元】金十数据5月8日讯,大和研究报告指,预期地平线机器人(09660.HK)今年可交付超过400万块高级辅助驾驶系统(ADAS)芯片,相比起去年为290万块。其中,Horizon Mono预计出货约190万块,Horizon Pilot约190万块,Horizon SuperDrive约4万块。而Horizon Pilot的出货量和价格上升,将会是今年收入增长的核心推动力。大和重申对地平线机器人的买入评级,目标价由6.5港元升至9.6港元,并将2026至27年的净利润预测下调28%至57%,因预期授权及服务业务的收入占比将较该行之前预测减少6至7个百分点。该行认为,尽管小米SU7发生事故后,内地汽车行业对于ADAS态度更谨慎,但该行认为智能汽车的趋势不会放缓。

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