Horizon Robotics H1 Revenue Rises 32.9% as Licensing Services Become Main Growth Driver

Horizon Robotics reported first-half revenue of 2.055 billion yuan, up 32.9% year on year, while gross profit rose 32.9% to 1.356 billion yuan and gross margin was 66.0%, according to Jiemian News. The company said its adjusted net loss widened 25.4% to 1.67 billion yuan after stripping out one-off gains, even though statutory net profit turned positive at 3.78 billion yuan. The company said licensing and service revenue climbed 52.7% to 1.129 billion yuan and accounted for 55% of total revenue, with gross margin at 90.4%. By contrast, product and solution revenue rose 14.8% to 926 million yuan, slowing sharply from 144.2% growth for full-year 2025. Horizon Robotics said its autonomous-brand ADAS market share reached 50.02%, while its urban NOA computing platform share in the autonomous-brand passenger-car market rose to 22.8% from 17.9% in 2025. It also said its intelligent-driving computing platform held a 31.9% share in China's autonomous-brand market.