异动解读｜地平线机器人-W盘中下跌3.11%，比亚迪自研芯片冲击叠加车企自研潮持续压制股价

行情直击06-26

6月26日，地平线机器人-W盘中下跌3.11%，报3.75港元/股，成交额8077.78万港元，股价较历史高点累计跌幅已超60%，再创新低。

消息面上，比亚迪此前官宣中国首款4nm车规级智驾芯片璇玑A3正式量产，单颗算力700TOPS，三颗并联总算力超2100TOPS。比亚迪作为地平线核心大客户，此前征程6芯片年出货量达250万颗，市场担忧客户自研芯片将直接替代第三方供应商份额。与此同时，小鹏、蔚来、理想等车企亦加速自研智驾芯片并已实现量产上车，进一步加剧行业竞争压力。此外，公司年报净亏损104.69亿元，由盈转亏态势持续压制估值修复预期。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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