北京商报讯（记者 郭秀娟 实习记者 王悦彤） 7月31日，北京商报记者获悉，黑芝麻近日在投资者互动 平台回答投资者提问称，公司聚焦专注于大健康产业发展战略，根据市场变化持续加大新产品研发和加 速新产品上市，不断推陈出新升级迭代产品以应对激烈的竞争，以契合市场的消费需求。 ...

【环球网科技综合报道】在汽车产业加速向智能化转型、机器人等新兴领域蓬勃发展的当下，芯片作为核心驱动力，其技术突破与产业布局备受关注。如何 在人工智能浪潮席卷的当下，在巨头当道的行业里成功卡位，成为本土芯片企业考虑的主要方向。 在第三届中国国际供应链促进博览会（以下简称：链博会）上，记者采访到了黑芝麻智能芯片产品及方案专家额日特，就高算力平台量产挑战、具身智能领 域布局等话题，分享了他的观点。 他认为，车规芯片在功能安全、系统可靠性等方面的高标准，能够有效解决机器人功能增加带来的安全问题。随着智能化机器人、人形机器人的发展，对算 力和复杂运动控制的需求日益提升，这为芯片企业带来了新的机遇。 目前，黑芝麻智能已与中国科学院院士、武汉大学工业科学研究院执行院长刘胜团队达成战略合作，以武汉大学首个人形机器人"天问"为载体，通过A2000 和C1200芯片打造机器人"大脑"和"小脑"平台方案，助力人形机器人量产芯片解决方案的实现。同时，企业也在与其他头部机器人公司展开合作。 在这种背景下，企业与车企的合作模式愈发紧密，从单一的产品推荐转变为共同定义产品、联合技术开发与突破，量产进展由双方共同推动。"链博会让我 们接触到 ...

Core Insights - The company is facing a strategic dilemma characterized by a decline in its core business and ineffective diversification efforts [1][2][3] Group 1: Business Performance - The company's core product, black sesame paste, has seen a market share decline, with revenue dropping by 11.25% in 2023 and projected to decrease by another 7.92% in 2024 [1] - The brand is suffering from severe aging, primarily appealing to older consumers while failing to attract younger demographics [1] Group 2: Diversification Efforts - The company has attempted to diversify by launching new products like low-fat drinks and oat paste, but these efforts have not successfully shifted the brand's traditional image [1] - Aggressive diversification strategies have led to significant financial strain, including a 2.2 billion yuan debt for a stalled energy storage lithium battery project and a 260 million yuan investment in the medical sector that resulted in a debt lawsuit requiring a compensation of 65.53 million yuan [1] Group 3: Governance Issues - The company's governance structure is in disarray, with systemic issues such as non-operational fund occupation by the controlling shareholder and lack of proper documentation in board meetings [2] - The actual controller, Wei Qingwen, has been implicated in leading these governance failures, resulting in penalties for 11 senior executives [2] Group 4: Conclusion - The crisis faced by the company is fundamentally a result of governance failure and short-sighted strategy, highlighting the risks of treating a listed company merely as a financing tool [3]

证券代码：000716 证券简称：黑芝麻 公告编号：2025-031 南方黑芝麻集团股份有限公司 2024 年年度股东大会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 特别提示 1、本次股东大会未出现否决提案的情形。 2、本次股东大会未涉及变更以往股东大会已通过的决议。 南方黑芝麻集团股份有限公司（以下简称"公司"）于 2025 年 6 月 25 日采用 现场与网络投票相结合的方式召开了 2024 年年度股东大会（以下简称"本次股东 大会"），审议并通过了相关的提案，现将有关情况公告如下： 一、会议召开情况 1、会议通知情况 公司于 2025 年 5 月 29 日召开第十一届董事会 2025 年第六次临时会议，审议 并通过了《关于召开公司 2024 年年度股东大会的议案》，董事会决定于 2025 年 6 月 25 日以现场与网络投票相结合的方式召开本次股东大会。根据前述董事会决议， 公司于 2025 年 5 月 30 日公告了《关于召开 2024 年年度股东大会的通知》（公告 编号：2025-027）。 2、会议召集人：公司董事会 3、会议召开方式 ...

北京大成（南宁）律师事务所 关于南方黑芝麻集团股份有限公司 2024 年年度股东大会的 法律意见书 大成证字[2025]第 141 号 www.dacheng.com 南宁市五象新区盘歌路 4 号碧园中心 A 座 19、20 层（530201） 19-20/F Block A, Biyuan Plaza, No.4 Pange Road, Wuxiang New District, Nanning, Guangxi, 530201, China Tel： +86 771 5511820 Fax： +86 771 5511887 法律意见书 北京大成（南宁）律师事务所 关于南方黑芝麻集团股份有限公司 2024 年年度股东大会的 法律意见书 大成证字[2025]第 141 号 致：南方黑芝麻集团股份有限公司 根据《中华人民共和国证券法》（以下简称《证券法》）、《中华人民共和 国公司法》（以下简称《公司法》）和中国证券监督管理委员会《上市公司股东 会规则》（以下简称《股东会规则》）、《深圳证券交易所上市公司股东会网络 投票实施细则》（以下简称《网络投票细则》）等法律、法规及其他有关规范性 文件的要求，北京大成（南宁 ...

Core Insights - Black Sesame (000716.SZ) has come under regulatory scrutiny due to issues related to non-operational fund occupation by controlling shareholders and related parties, improper external guarantees, and governance irregularities [2] - The company’s financial performance has been inconsistent, with revenue declining from 4.476 billion to 2.465 billion from 2019 to 2024, and net profit showing significant volatility [2][3] Regulatory Concerns - The Guangxi Securities Regulatory Bureau issued a warning letter to Black Sesame, highlighting the occupation of company funds by controlling shareholders and related parties, as well as delayed disclosures regarding a 65.53 million yuan external guarantee [2] - Previous disciplinary actions were taken by the Shenzhen Stock Exchange in April for the same guarantee issue, raising concerns about the company's governance capabilities [2] Financial Performance - Black Sesame's revenue has seen a decline, with only a slight increase in 2021, while net profit has fluctuated significantly, including a major loss in 2021 and a return to losses in Q1 2025 [2][3] - The company reported a non-recurring net profit loss of 1.38 million yuan in Q1 2025, indicating ongoing financial struggles [2] Business Strategy and Market Position - The core traditional product sales have been declining, with combined sales of its drink products dropping to 5.2986 million units, nearly halving from peak levels [3] - Attempts to diversify into younger product lines and various sectors, including logistics and energy storage, have largely failed, with the energy storage project becoming a significant source of fund occupation issues [3] Market Reaction - Despite the company's announcement to "seriously rectify" its issues, the market has reacted negatively, with the stock price continuing to decline throughout the year [3] - Investor concerns persist regarding the company's ability to fundamentally improve its governance structure and refocus on its core business [3]

Group 1 - The company signed a non-binding letter of intent to acquire a target company focused on developing and selling cost-effective, low-power AI system-on-chip (SoC) solutions [1] - The target company's products include self-developed intellectual property for image signal processors (ISP), neural network processors (NPU), and analog IP, primarily serving the automotive intelligence and edge AI application sectors [1] - The acquisition aims to enhance the company's product offerings in automotive-grade computing chips and expand into broader robotics applications, providing a full range of AI inference chips and solutions [1] Group 2 - The company is a leading supplier of automotive-grade intelligent vehicle computing SoCs and solutions, ranking as the third-largest global supplier by shipment volume of high-performance automotive SoCs in 2022 [2] - The company showcased its Huashan and Wudang series chips at the 2025 Hong Kong Auto Show, including the Huashan A2000 chip designed for next-generation AI models, featuring the largest NPU core in the industry [2] - The Wudang C1200 family is designed for multi-domain integration and cockpit integration scenarios, with the C1236 being the first single-chip platform supporting high-speed assisted driving [3]

Group 1 - The company announced a non-binding letter of intent to acquire a target company focused on developing and selling high-performance, low-power AI system-on-chip (SoC) solutions [2] - The target company has achieved self-research for most of its intellectual property, including ISP, NPU, and analog IP, and provides full-stack solutions primarily in automotive intelligence and edge AI applications [2] - The potential acquisition is expected to enhance the company's ability to offer a full range of automotive-grade computing chips and comprehensive solutions for smart vehicles, as well as expand into broader robotics applications [2] Group 2 - The company is one of the few in China to launch high-performance autonomous driving chip solutions, with its A1000 series chips already in mass production with major automakers like Geely, Dongfeng, and BYD [3] - The A1000 series chips support a high-speed NOA solution that has achieved nationwide highway coverage and coverage in major urban expressways [3] - The Wudang C1200 series chips have completed functional verification for urban no-map NOA and established deep collaborations with companies such as FAW, Dongfeng, Aptiv, Joyson Electronics, and Zebra Smart Mobility [3]

Core Viewpoint - Hezhima Intelligent International Holdings Limited plans to acquire an AI chip company through equity acquisition and capital injection, focusing on high cost-performance, low-power AI system-on-chip (SoC) development and sales [1] Group 1 - The target company specializes in the research and development of AI system chips, with a focus on high cost-performance and low power consumption [1] - The core intellectual property (IP) of the target company, including ISP/NPU, has been self-developed [1] - The primary applications of the target company's products are in automotive intelligence and edge AI applications [1]

Core Viewpoint - The South Black Sesame Group Co., Ltd. received a warning letter from the China Securities Regulatory Commission's Guangxi Regulatory Bureau due to failure to timely disclose significant events and fulfill other responsibilities [1][2] Summary by Relevant Sections Violations - The controlling shareholder and related parties occupied non-operating funds of Black Sesame, failing to disclose these transactions in a timely manner as required by regulatory guidelines [1] - Black Sesame provided external guarantees without timely disclosure or fulfilling necessary review procedures, specifically guaranteeing a loan of 505 million yuan for a children's hospital project [1] Regulatory Actions - The regulatory measure taken was the issuance of a warning letter, which will be recorded in the securities and futures market integrity archives [2]