经观汽车 当智能汽车向高阶自动驾驶加速演进，当机器人从实验室走向商业化落地，AI 芯片作为核心算力底座 的价值愈发凸显。 顶着 "自动驾驶芯片第一股" 光环的黑芝麻智能，近期动作频频：11 月发布 SesameX 多维具身智能计算 平台，宣告入局人形机器人赛道；12 月公告拟以 4 亿元至 5.5 亿元收购珠海亿智电子，补全低功耗端侧 芯片短板。 这家以车规级 AI 芯片为核心的科技企业，正通过 "深耕智能汽车 + 拓展机器人赛道" 的双轮驱动，叠 加纵向收购补全产品矩阵的战略布局，完成从单一车规级芯片供应商到全场景 AI 芯片平台型企业的关 键跨越。据经济观察报了解，今年，黑芝麻智能将有望实现至少 60% 以上的收入增长的快速发展。 12月12日，黑芝麻智能宣布与元戎启行达成深度合作，双方将通过资本与业务双重纽带建立紧密合作关 系。"与元戎启行的合作只是第一步。后续我们还将与国内领先企业开展更多合作，预计明年初整个市 场格局会更加清晰。"黑芝麻智能CMO杨宇欣如是说。 战略锚点：自动驾驶+中央计算架构 自成立以来，黑芝麻智能便将智能汽车领域视为核心主赛道，围绕自动驾驶与跨域融合两大技术趋势构 建产品体系，为 ...

Core Viewpoint - The cancellation of Yongtuo Accounting Firm's qualification to provide securities services has significant implications for the firm and the market, leading to a wave of client changes and potential industry shifts [2][3][5]. Group 1: Regulatory Actions - On December 16, the Ministry of Finance and the China Securities Regulatory Commission (CSRC) announced the cancellation of Yongtuo Accounting Firm's registration for securities services due to serious deficiencies in its audit work [2][3]. - The firm was found to have engaged in fraudulent activities during audits for several listed companies, including fabricating audit adjustments and altering financial statements [5]. Group 2: Market Reactions - Following the regulatory actions, approximately 20 listed companies have initiated the process to change their auditing firms this year, with 9 of these changes occurring in December alone [2][6]. - Two of Yongtuo's clients, *ST Shengxun and *ST Jingang, announced their decision to switch to new auditing firms on December 15 [6]. Group 3: Financial Impact - Yongtuo Accounting Firm, which had a total revenue of 323 million yuan in 2024, generated 131 million yuan from its securities business [6]. - The firm faced a penalty of 65.283 million yuan and was banned from providing securities services, with several of its registered accountants also facing fines and lifetime bans [5]. Group 4: Industry Dynamics - A total of 12 other accounting firms have begun to take over Yongtuo's clients, with Zhongshen Zhonghuan Accounting Firm taking the most, acquiring 6 clients [7]. - The firm has experienced a significant reduction in its workforce, with a decrease of nearly 16% in registered accountants, impacting its operational capacity [7].

图片来源：视觉中国 蓝鲸新闻12月17日讯（记者 代紫庭）国资接力，老牌"黑芝麻"要"上岸"了吗？ 近日，南方黑芝麻集团股份有限公司（000716.SZ，以下简称"黑芝麻"）发布关于控股股东协议转让股权暨控制权拟发生变更的进展公告。公告指 出，其控制权变更交易已通过国家市场监督管理总局反垄断审查。 这也意味着，本次交易若顺利通过国资监管与交易所的后续合规审批，便可完成控制权变更的最后一环，使黑芝麻正式实现国资控股。 中国食品产业分析师朱丹蓬对蓝鲸新闻记者指出，黑芝麻长期处于"主业不强、副业过多、战线过长"的困局。在他看来，国资背景的广旅大健康 入主后，或许能够帮助企业整合协调行业资源，盘活存量、拓展增量。 国资9.42亿"接盘"，老品牌寻求上岸 2025年8月8日，公司控股股东广西黑五类食品集团有限责任公司（下称"黑五类集团"）与广西旅发大健康产业集团有限公司（下称"广旅大健 康"）签署了《股份转让协议》。 根据协议，黑五类集团拟通过协议转让方式，将其持有的黑芝麻约1.51亿股（占公司总股本的20%）无限售流通股，以每股6.25元的价格转让给广 旅大健康，转让总价款为9.42亿元。 交易完成后，广旅大健康将持 ...

证券代码：000716 证券简称：黑芝麻 公告编号：2025-073 一、公司控制权拟发生变更事项概述 南方黑芝麻集团股份有限公司 2025 年 8 月 8 日，南方黑芝麻集团股份有限公司（以下简称"公司 "或"黑 芝麻公司"）控股股东广西黑五类食品集团有限责任公司（以下简称"黑五类集团"） 与广西旅发大健康产业集团有限公司（以下简称"广旅大健康"）签署了《股份转 让协议》，约定：黑五类集团拟通过协议转让方式将其持有公司 150,697,910 股（约 占公司总股本 20%）的无限售流通股股份转让给广旅大健康；本次股份转让项下 标的股份转让价格为 6.25 元/股，对应转让价款总额为 941,861,937.50 元(含税)。同 日，黑五类集团、韦清文、李汉荣、李汉朝、李玉琦签署《表决权放弃承诺》，前 述承诺人承诺自《股份转让协议》项下标的股份过户完成之日起，无条件且不可撤 销地放弃股权转让交易后合计持有公司133,071,767股股份（占公司总股本17.66%） 对应的表决权，亦不委托任何其他方行使该等股份的表决权。 在各方推进本次交易进展期间，黑五类集团在 2025 年 9-10 月期间被法院执行 了公司 ...

Core Viewpoint - New consumption categories, represented by health food, are identified as a core investment theme for the food and beverage sector in 2025, with expectations for continuity into 2026 and beyond. The focus will be on health food as a key investment direction due to its rich SKU variety and long-tail structure, similar to the snack sector investment logic [1] Industry Overview - The health food market, including natural and nutritional health foods, has a combined market size of approximately 600 billion yuan. Since 2025, there have been profound changes in external demand and distribution channels, driven by a shift in consumer demographics from the elderly to younger groups and an expansion of consumption scenarios from disease prevention to personalized needs such as emotional relief and weight management. Additionally, the rise of interest e-commerce, cross-border e-commerce, and membership supermarkets has addressed issues of consumer trust and category recognition [1] Category Insights - The investment logic for health food is similar to that of the snack sector, focusing on selecting listed companies that are well-positioned in key categories. The "function-scenario-price" triangle is crucial for identifying potential best-selling products. Recommended categories include: - Oats: Market size of 10 billion yuan, low GI characteristics, and versatile usage in breakfast and snacks [2] - Corn: Market size of approximately 200 billion yuan, low GI, and broad acceptance as both a staple and snack [2] - Walnuts: Market size of 80 billion yuan, beneficial for heart and brain health, with a competitive price among tree nuts [2] - Black sesame: Beneficial for hair nourishment, priced around 1 yuan per bag, with applications in traditional and baking scenarios [2] - Sports health: Market size of approximately 6 billion yuan, expected to grow with the increasing number of fitness enthusiasts [2] - Gut health: Online market size estimated at 4 billion yuan, with probiotics accounting for over 75% [2] Key Companies - Companies that are strategically positioned in potential categories are expected to achieve rapid growth: - Ximai Food: Leading in the domestic cereal industry with a revenue CAGR of approximately 18% over the past three years [3] - October Rice Field: A new consumption brand with a revenue CAGR of about 17% over the past three years [3] - Wugu Mofang: Leading in walnut and sesame powder, recovering from a low point with a revenue CAGR of around 9% [3] - Xianle Health: A leading CDMO in China with a revenue CAGR of approximately 21% over the past three years [3] - Junyao Health: A pioneer in probiotic foods with a revenue CAGR of about 17% over the past three years [3]

食品饮料行业资金流入榜 食品饮料行业资金流出榜 （原标题：食品饮料行业今日净流入资金3.02亿元，黑芝麻等5股净流入资金超3000万元） 沪指12月16日下跌1.11%，申万所属行业中，今日上涨的有3个，涨幅居前的行业为商贸零售、美容护 理、社会服务，涨幅分别为1.32%、0.66%、0.13%。跌幅居前的行业为通信、有色金属，跌幅分别为 2.95%、2.81%。食品饮料行业今日下跌0.02%。 食品饮料行业今日下跌0.02%，全天主力资金净流入3.02亿元，该行业所属的个股共124只，今日上涨的 有58只，涨停的有3只；下跌的有60只，跌停的有2只。以资金流向数据进行统计，该行业资金净流入的 个股有43只，其中，净流入资金超3000万元的有5只，净流入资金居首的是黑芝麻，今日净流入资金 3.17亿元，紧随其后的是安记食品、皇氏集团，净流入资金分别为3.09亿元、6543.36万元。食品饮料行 业资金净流出个股中，资金净流出超千万元的有24只，净流出资金居前的有贝因美、莲花控股、金字火 腿，净流出资金分别为5092.93万元、4376.52万元、3424.86万元。（数据宝） | 代码 | 简称 | 今日涨跌 ...

从资金流向上来看，当日休闲食品板块主力资金净流入2.85亿元，游资资金净流出8382.82万元，散户资 金净流出2.01亿元。休闲食品板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 证券之星消息，12月16日休闲食品板块较上一交易日上涨1.13%，黑芝麻领涨。当日上证指数报收于 3824.81，下跌1.11%。深证成指报收于12914.67，下跌1.51%。休闲食品板块个股涨跌见下表： ...

皇氏集团2连板，黑芝麻、惠发食品、安记食品、阳光乳业等多股涨停，欢乐家涨超10%，熊猫乳品、 南侨食品等跟涨。 (本文来自第一财经) 皇氏集团2连板，黑芝麻、惠发食品、安记食品、阳光乳业等多股涨停，欢乐家涨超10%，熊猫乳品、 南侨食品等跟涨。 (本文来自第一财经) ...

| 代码 | 名称 | 涨幅 % v | 现价 | | --- | --- | --- | --- | | 000716 | 黑芝麻 | +10.05% | 6.68 | | 603696 | 安记食品 | +10.01% | 22.64 | | 605339 | 南侨食品 | +5.95% | 22.45 | | 603536 | 惠发食品 | +5.38% | 12.54 | | 002702 | 海欣食品 | +4.57% | 8.92 | | 000639 | 西王食品 | +4.31% | 3.39 | | 920826 | 盖世食品 | +4.10% | 14.48 | | 002820 | 桂发祥 | +3.75% | 12.46 | | 300783 | 三只松鼠 | +3.52% | 23.50 | | 920726 | 朱老六 | +3.32% | 23.66 | | 300973 | 立高食品 | +3.37% | 39.55 | | 920273 | 一致魔宇 | +3.42% | 36.30 | 12月16日盘初，大消费股领涨，零售、免税店、食品、乳业、旅游等方向走势强劲。 | | ...

序号股东名称持股比例1黑芝麻智能科技有限公司100% 天眼查显示，近日，黑芝麻智能科技（珠海）有限公司成立，法定代表人为潘辉，注册资本10000万人 民币，由黑芝麻智能科技有限公司全资持股。 经营范围含软件开发；集成电路芯片设计及服务；技术服务、技术开发、技术咨询、技术交流、技术转 让、技术推广；集成电路芯片及产品销售；仪器仪表销售；智能车载设备销售；人工智能硬件销售；计 算机软硬件及辅助设备批发；计算机软硬件及辅助设备零售；货物进出口；技术进出口。（除依法须经 批准的项目外，凭营业执照依法自主开展经营活动） 来源：市场资讯 企业名称黑芝麻智能科技（珠海）有限公司法定代表人潘辉注册资本10000万人民币国标行业科学研究 和技术服务业>研究和试验发展>工程和技术研究和试验发展地址珠海市高新区唐家湾镇金唐路1号港湾 1号科创园24栋C区1层631室(集中办公区）企业类型有限责任公司（非自然人投资或控股的法人独资） 营业期限2025-12-15至无固定期限登记机关珠海市市场监督管理局 ...