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Completely free from dependence on the USA! The list of 11 Chinese Technology companies with "0% exposure to USA revenue" has been revealed, with autonomous driving / Semiconductors being the biggest winners.
Goldman Sachs listed 11 Chinese Technology independent companies with no exposure to the USA, believing they possess unique momentum.
【Brokerage Focus】CITIC SEC points out that strengthened regulation will standardize the Industry, head companies in smart driving are expected to benefit.
Jinwu Financial News | CITIC SEC stated that on April 28, the Ministry of Industry and Information Technology released the key points for the 2025 automobile standardization work, which proposed the need to strengthen the supply of standards for intelligent connected vehicles such as driving assistance and autonomous driving. Previously, the Ministry held a closed-door meeting to further regulate the activities of Industry Chain companies regarding the promotion, release, testing, and OTA upgrades of driving assistance. The bank mentioned that safety will become an important selling point for driving assistance, and Lidar is expected to gradually become a "standard product." Starting in 2023, manufacturers will accelerate the deployment of L2 level combined driving assistance functions. Compared to visual solutions, Lidar's identification at night.
Horizon Siasun Robot&Automation-W (09660) awarded the equivalent of 8.0825 million shares of related Class B common stock.
Horizon Robotics-W (09660) announced that on April 29, 2025, the company has conducted an initial public offering...
Chinese humanoid robots are seizing a global $5 trillion "big track"!
Morgan Stanley predicts that by 2050, 1 billion humanoid robots will be deployed globally, with annual revenue reaching 4.7 trillion dollars, nearly double the total revenue of the top 20 Auto Manufacturers in the world in 2024. China's policy support, technological advancements, and manufacturing base position it in a leading role in the field of humanoid robots, especially in the Hardware supply chain.
Hong Kong stock Concept tracking | The year 2025 is the inaugural year for L3 autonomous driving, and the development of the smart driving related industry chain is entering the fast lane (with associated Concept stocks).
Canalys: By 2025, the penetration rate of L2 level and above functions in the China market will reach 62%.
[Brokerage Focus] CMB International initiates a 'Buy' rating for Horizon Robotics (09660), expecting it to achieve breakeven by 2027.
King Wu Financial News | According to a Research Report from China Merchants Bank International, Horizon Robotics (09660) is a leading provider of ADAS/AD solutions for Passenger Vehicles in China, with full-stack self-developed capabilities in Hardware, Software, and algorithms. The company's core products include Horizon Mono (J2/J3 series), Horizon Pilot (J3/J5 series), and Horizon SuperDrive (J6P series). Benefiting from the ongoing trend of automotive electrification, the increased market awareness of autonomous driving solution demands, and government policy support, the organization anticipates Global
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