Superdrive 2.0: A Leap in Autonomous Driving with Dual-Engine Architecture

研报英文原文证据摘录

Superdrive 2.0: A Leap in Autonomous Driving with Dual-Engine Architecture

Deutsche Bank

Research

Rating Company Date

Buy Horizon Robotics 30 June 2026

Asia Reuters Bloomberg Rating Buy

China 9660.HK 9660 HK Price target (HKD) 9.40 Price at 29 Jun 26 4.14

52-week range 10.81 – 3.61

Consumer

Autos & Auto Technology Valuation & Risks

Superdrive 2.0: A Leap in Autonomous

Driving with Dual-Engine Architecture BinResearchWang Analyst

+852-220-35496

Introduces HSD 2.0 with advanced dual-engine autonomous driving

Wei Huang architecture Research Associate

Horizon Robotics has unveiled its second-generation "Horizon Superdrive (HSD +852-2203-7057

V2.0)" full-scenario autonomous driving system, marking a significant

architectural shift from a single-stage, end-to-end modular design to a

sophisticated "world model + reinforcement learning" dual-engine framework.

This innovative architecture is engineered to deliver a comprehensive leap in

driving capabilities. The "HSD V2.0" leverages a "world model" that, through

training on real-world expert driver data, gains a spatiotemporal understanding

to simulate complex long-tail scenarios. Critically, this world model can

dynamically predict future traffic states, enabling the system to perform

defensive driving and navigation manoeuvres that closely mimic those of a

professional human driver. Furthermore, HSD V2.0 optimizes the computing

efficiency of Horizon Robotics' "Journey 6P" chip through persistent toolchain

improvements.

HSD 2.0 Enhances Autonomous Capabilities and Safety Through

Reinforcement Learning

Complementing its world model, Horizon Superdrive (HSD) V2.0 incorporates a

reinforcement learning model that ensures continuous self-iteration and

evolution, fostering ongoing capability improvement across critical domains