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<Research>HSBC Research: CN Autonomous Driving Commercialization Accelerates; HORIZONROBOT-W/ XPENG-W/ WERIDE-W/ PONY-W Favored
Tesla's FSD is set to be launched in China, while BYD COMPANY (01211.HK) is expanding its fully self-developed advanced intelligent driving system "God's Eye" to ...
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<Research>HSBC Research: CN Autonomous Driving Commercialization Accelerates; HORIZONROBOT-W/ XPENG-W/ WERIDE-W/ PONY-W Favored
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Positive
37
Negative
17
 
 

Tesla's FSD is set to be launched in China, while BYD COMPANY (01211.HK)  +1.600 (+1.883%)    Short selling $293.40M; Ratio 20.676%   is expanding its fully self-developed advanced intelligent driving system "God's Eye" to the mass market, HSBC Global Investment Research wrote in its report.

The broker expected this to enhance consumer awareness of autonomous driving and willingness to pay, thereby accelerating industry commercialization.

Related News HSBC Research Ratings and TPs on China Autonomous Driving-related Stocks (Table)
HSBC Global Investment Research favored companies leading in L4 commercialization, suppliers with value-added capabilities, and automakers with strong model cycles.

It maintained Buy ratings on HORIZONROBOT-W (09660.HK)  +0.110 (+2.397%)    Short selling $132.44M; Ratio 18.720%   , XPENG-W (09868.HK)  +1.500 (+2.669%)    Short selling $224.16M; Ratio 23.841%   , WERIDE-W (00800.HK)  +0.600 (+3.695%)    Short selling $2.64M; Ratio 18.203%   , JOYSON ELEC (00699.HK)  +0.100 (+0.664%)    Short selling $1.09M; Ratio 5.500%   and PONY-W (02026.HK)  +3.100 (+4.855%)    Short selling $55.70M; Ratio 54.462%   , with TP of HKD11.5, HKD105, HKD29.6, HKD21.1 and HKD135, respectively.

Among them, it showed a preference for PONY-W, WERIDE-W, HORIZONROBOT-W and XPENG-W.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-06-12 16:25.)

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