Black Sesame Smart (02533) expects mid-term revenue of not less than 458 million yuan, a year-on-year increase of no less than 81.1%

According to Zhitong Finance App, Black Sesame Intelligence (02533) announced that it is expected that the Group will record revenue of not less than RMB 458 million in the six months ending June 30, 2026 (up no less than 81.1% from the same period in 2025), and net losses of about RMB 720 million to RMB 820 million, which is basically stable compared with about RMB 762 million in the same period last year.

The Group's expected revenue growth during the reporting period is mainly due to: (i) the sharp increase in robot business revenue, and the accelerated implementation of robot-related solutions, modules and chips, etc., and has become a long-term partner of leading domestic robot manufacturers, with a significant increase in revenue contribution over the same period last year; and (ii) the continuous large-scale mass production and delivery of advanced assisted driving solutions in the passenger car market, and the passenger car assisted driving business is advancing at new targets and mass production in leading OEMs; at the same time, with the implementation of relevant regulations in the field of commercial vehicles and special vehicles, the commercial vehicle and special vehicle sector L2- The assembly rate for L3 class assisted driving has increased significantly compared to the same period last year, and the Group has basically covered leading commercial vehicle and special vehicle manufacturers. The Group's anticipated net loss during the reporting period is mainly due to: (i) increased investment in related fields such as computing power and AI, and an increase in related expenses; and (ii) in order to maintain the market competitiveness of chips and solution products, the Group increased R&D investment in large-scale model algorithms and automotive-grade chips.