According to Horizon's announcement, the company expects continuous operating revenue of 1.93 billion yuan to 2.08 billion yuan in the first half of 2026, an increase of 24.8% to 34.5% over the previous year. Among them, the revenue growth ceiling guide is higher than the previous market's general expectation of about 25% to 30%. According to the announcement, revenue growth is mainly driven by two major business segments: on the one hand, the product solutions business continues to grow, thanks to the continuous strengthening of the company's market position and steady increase in market share, and the beginning of large-scale mass production and deployment of the Horizon full-scene urban NOA solution HSD; on the other hand, the licensing and service business maintained strong growth, licensing its underlying technology to a wider range of customers — covering BPU, AI basic models and various tool chains. According to the announcement, the above growth is supported by the company's unique business model, which is similar to the combination of ARM and Android, that is, licensing basic platform-based technologies such as underlying chips and software to many customers throughout the ecosystem.

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