Changes in Hong Kong stocks | Black Sesame Intelligence (02533) rose more than 6%, batch shipment of core chip products, and the layout of Embodied Intelligence is expected to bring new growth poles

The Zhitong Finance App learned that Black Sesame Smart (02533) rose more than 6% in the intraday period. As of press release, it had risen 5.41% to HK$12.47, with a turnover of HK$27.32,900.

According to news, at the beginning of this month, Black Sesame Intelligence brought a full line of core computing power products, self-developed cutting-edge algorithms, mass-production-grade cross-domain integration solutions, and embedded intelligence core modules to the GSA2026 exhibition, focusing on full-stack technical capabilities covering multiple fields of intelligent driving, integrated cabin driving, and physical intelligence. The Huashan A1000 chip has all been introduced. Among them, the Huashan A1000 chip has been commercialized on a large scale; the Huashan A2000 chip is fully compatible with full-scene general knowledge assistance driving, and the single-chip computing power can reach up to 1000 TOPS, and supports multi-chip collaboration, covering the needs of all scenarios such as cockpit intelligence, urban NOA, L3 autonomous driving, and L4 Robotaxi. Furthermore, the SesameX multi-dimensional embedded intelligent computing platform was launched, and the global business layout is clear.

Cathay Pacific Haitong Securities believes that the smooth return of the company's A2000 chip is expected to bring good returns, and that the layout of the smart circuit is expected to bring new growth poles. The bank pointed out that the A1000 continues to be shipped, and the A2000 is an important growth engine in the future. Models equipped with A1000 family chips continue to be shipped, from Geely Galaxy to Dongfeng Yipai to Hongqi. At the end of 2025, the A2000 chip was successfully filmed. At present, the chip has been targeted by leading car companies, and more will be launched later. Mass production is expected to begin in 2026. In terms of physical intelligence, SesameX is the industry's first exclusive computing platform that focuses on the commercial deployment of physical intelligence, which means that the company is shifting from “being the brain of a car” to “being the brain of an intelligent world.”