港股異動丨地平線機器人拉昇升超13%,招銀國際首次覆蓋給予買入評級
地平線機器人-W(9660.HK)盤中拉昇,一度升超13%,報6.45港元,領升港股機器人概念板塊。地平線機器人4月24日宣佈與全球領先的汽車技術與服務供應商博世達成戰略合作,雙方將在輔助駕駛領域展開深度合作。根據協議,博世將基於地平線征程6B打造新一代多功能攝像頭,並基於征程6E/M打造博世縱橫輔助駕駛升級版。公開資料顯示,地平線機器人2024年營收同比激增53.6%至23.84億元,軟件收入佔比首超60%,並以“芯片+工具鏈”的開放生態綁定40餘家車企。截至2024年底,地平線在國內汽車高級輔助駕駛市場中佔據了超40%市場份額;在國內第三方高階自動駕駛解決方案提供商中排名第二。2024年,地平線產品解決方案交付量約290萬件,累計交付量超770萬件,2025年交付量有望突破1000萬件。招銀國際近日發佈研報稱,預計地平線機器人2027年收入將達到84億元,2024-2027年年複合增長率為52.2%,預計公司將在2027年實現盈虧平衡,首次覆蓋,給予“買入”評級,目標價8.9港元,基於2030年21.5x市盈率估值。

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