Core Insights - The recent consumer discussion around "Southern Walnut Black Sesame Paste" highlights discrepancies between product naming and ingredient listing, raising concerns about transparency and authenticity [2] - The brand's response indicates an adjustment in packaging and ingredient order, reflecting an effort to address consumer feedback and restore trust [2] Ingredient Composition - Initial consumer findings revealed that the primary ingredient listed was grain powder (including rice, millet, and corn), rather than black sesame, which was placed fourth in the ingredient list [2] - The updated packaging now features black sesame as the second ingredient, but grain powder remains the first [2] Consumer Sentiment - Consumers expressed nostalgia for the stronger sesame flavor of past products, indicating a preference for a taste that aligns more closely with childhood memories [3] - The discussion emphasizes the importance of brands maintaining authenticity and connection to traditional flavors to build lasting consumer trust [3]

Group 1 - The core point of the news is that Hezhima Intelligent has successfully obtained ISO26262:2018 TCL3 automotive functional safety certification for its self-developed Shanhai AI toolchain, indicating it meets the highest international automotive functional safety standards and supports the development of ASIL-D level advanced driving assistance products [1][2] - The ISO26262 standard encompasses the entire product lifecycle, from concept design to decommissioning, and ASIL-D is the highest safety integrity level widely used in critical scenarios such as driving assistance decision-making and brake control [1] - The TCL3 certification signifies that the toolchain has passed the highest level of independence and reliability verification, allowing it to be directly used in the development process of ASIL-D level products without extensive additional tool adaptation and verification work [1] Group 2 - Hezhima Intelligent emphasizes functional safety as a core benchmark in automotive chip product development, establishing a comprehensive functional safety system covering chips, toolchains, and algorithms [2] - The Shanhai AI toolchain is designed as an end-to-end development platform for advanced driving assistance scenarios, supporting mainstream training frameworks like Tensorflow and Pytorch, and offering capabilities such as dynamic heterogeneous multi-core task allocation and AI compiler optimization services [2] - The toolchain currently includes over 50 reference model libraries and conversion cases, significantly lowering the algorithm development threshold for developers [2] Group 3 - In addition to strengthening safety in the automotive sector, Hezhima Intelligent is accelerating its layout in the embodied intelligence field, having launched the SesameX multi-dimensional embodied intelligence computing platform [3] - The company is actively building an ecosystem in the robotics field, with strategic collaborations aimed at developing control platforms and industry solutions [3] - Partnerships have been established with companies like Junsheng Electronics and Hubei Huazhong Electric Power Technology to deepen collaboration in robotic control systems and applications in the power industry [3]

Core Viewpoint - Black Sesame (000716) Intelligent has successfully passed the SGS certification for its self-developed Shanhai AI toolchain, receiving the ISO26262:2018 TCL3 automotive functional safety certification, indicating compliance with the highest international automotive functional safety standards [1] Group 1 - The successful certification signifies that the Shanhai AI toolchain meets the requirements for ASIL-D level advanced driver assistance systems (ADAS) product development [1] - This achievement lays a solid safety foundation for the mass production of advanced driving technologies [1]

布局"光电共封装"，聚焦辅助驾驶、具身智能两大核心场景 公司与中际旭创（300308）全资子公司智驰致远达成深度战略合作，共同推动光通信模块在汽车（辅助 驾驶）、具身智能终端（机器人）领域的创新应用，解决高数据量（如多传感器数据）、低延迟传输需 求，提升设备决策与响应的及时性（如辅助驾驶中车辆感知数据的实时交互、机器人多设备协同的高速 数据互通）。在智能汽车领域，以黑芝麻智能车规级辅助驾驶芯片为核心基础，结合智驰致远光通信技 术，开发适配乘用车、商用车的全场景辅助驾驶解决方案，覆盖L2至L4各级别自动驾驶需求，通过"芯 片算力+光模块高速传输"的协同，提升车辆感知数据（如激光雷达、摄像头数据）的处理与交互效 率；在具身智能终端领域：工业机器人AI方案结合公司智能芯片的高效算力支撑与智驰致远光通信模 块的高速数据传输能力，开发适配工业场景的AI工业机器人解决方案，满足工业机器人在精准控制、 实时交互、多设备协同等核心需求，打破技术壁垒，推动机器人在工业生产、智能制造场景的智能化升 级。 风险提示 中邮证券发布研报称，黑芝麻（000716）智能(02533)与智驰致远达成了深度战略合作，共同推动光通 信模块在汽车 ...

Core Viewpoint - Black Sesame Intelligence (02533) has formed a deep strategic partnership with Zhichi Zhiyuan to promote innovative applications of optical communication modules in automotive assisted driving and embodied intelligent terminals (robots), focusing on high data transmission and low latency requirements. The company maintains a "buy" rating [1]. Group 1: Strategic Partnerships and Innovations - The company has launched the SesameX multidimensional embodied intelligent computing platform, which helps robots evolve from "operational" to "growing" capabilities. This platform includes three self-developed computing modules (Kalos, Aura, Liora) that are highly integrated and compatible with mainstream interfaces, providing a production-level hardware foundation [2]. - The strategic partnership with Junsheng Electronics has expanded into the robotics field, focusing on the development and validation of next-generation embodied intelligent robot control systems and industry solutions [2]. Group 2: Focus Areas and Applications - The collaboration with Zhichi Zhiyuan aims to advance optical communication modules in two core scenarios: automotive assisted driving and embodied intelligent terminals. This partnership addresses the need for high data volume and low latency transmission, enhancing the timeliness of device decision-making and response [3]. - In the smart automotive sector, the company is developing comprehensive assisted driving solutions that cover levels L2 to L4 of autonomous driving, leveraging its automotive-grade assisted driving chip and Zhichi Zhiyuan's optical communication technology to improve the efficiency of processing and interaction of vehicle perception data [3]. - In the field of embodied intelligent terminals, the integration of AI solutions for industrial robots with the company's intelligent chip and Zhichi Zhiyuan's optical communication modules aims to meet core demands such as precise control, real-time interaction, and multi-device collaboration, facilitating the intelligent upgrade of robots in industrial production and smart manufacturing scenarios [3].

Group 1 - The core viewpoint of the article highlights the significant rise in smart driving concept stocks following the issuance of the first L3 level highway autonomous vehicle special license plates in Beijing, marking a transition from testing to mass production in China's autonomous driving sector [1] - Zhejiang Shibao (002703) saw an increase of 8.25%, trading at 5.12 HKD, while Youjia Innovation (02431) rose by 5.25% to 14.23 HKD, indicating strong market interest in companies involved in autonomous driving technology [1] - The issuance of L3 level autonomous vehicle licenses is seen as a critical catalyst for industry development, with the Ministry of Industry and Information Technology previously granting conditional access permits for L3 level models from Changan and BAIC Blue Valley (600733) [1] Group 2 - The article notes that advanced driver assistance systems are becoming a key consideration for Chinese consumers when making vehicle purchase decisions, suggesting a shift in consumer preferences towards vehicles equipped with L3 level capabilities [1] - The formal implementation of L3 level autonomous driving regulations is expected to be a significant driver for industry growth by 2026, warranting close monitoring of developments in this area [1]

Core Viewpoint - Black Sesame's stock price has experienced fluctuations, with a year-to-date decline of 4.69% and a recent drop of 2.11% on December 23, 2023, indicating potential investor concerns and market volatility [1][2]. Group 1: Stock Performance - As of December 23, Black Sesame's stock price was 6.51 yuan per share, with a market capitalization of 4.901 billion yuan [1]. - The stock has seen a 2.54% decline over the last five trading days, but a 7.43% increase over the last 20 days [2]. - The company has appeared on the trading leaderboard twice this year, with the most recent net buy of 5.8916 million yuan on January 7 [2]. Group 2: Financial Performance - For the period from January to September 2025, Black Sesame reported a revenue of 1.469 billion yuan, a year-on-year decrease of 7.52%, and a net profit of 6.8193 million yuan, down 83.67% year-on-year [3]. - Cumulative cash dividends since the company's A-share listing amount to 211 million yuan, with 75.349 million yuan distributed over the last three years [4]. Group 3: Shareholder and Ownership Structure - As of December 10, 2023, the number of shareholders stood at 94,000, with an average of 7,859 circulating shares per person [3]. - As of September 30, 2025, Hong Kong Central Clearing Limited was the eighth largest circulating shareholder, holding 2.4879 million shares as a new shareholder [4].

格隆汇12月22日丨黑芝麻(000716.SZ)在投资者互动平台表示，公司有南方黑芝麻糊等产品在胖东来系 统销售。 ...

Core Viewpoint - The controversy surrounding Southern Black Sesame's product labeling highlights a disconnect between consumer expectations and actual ingredient composition, raising questions about brand integrity and consumer trust [5][8]. Group 1: Ingredient Composition and Consumer Reaction - A recent consumer post revealed that black sesame was not the primary ingredient in a walnut black sesame paste, with the ingredient list showing it in fourth place behind grain powders and glucose [2][4]. - This discrepancy led to public outcry, with consumers feeling misled, prompting suggestions to rename the product to reflect its actual composition [4][5]. - The company responded by stating that the product's new packaging has black sesame moved to the second position, but grain powders remain the primary ingredient, indicating a "grain-based, black sesame as a supplement" formulation [4][5]. Group 2: Financial Performance and Challenges - Southern Black Sesame has faced declining revenues, with figures dropping from 40.25 billion yuan in 2021 to an estimated 24.65 billion yuan in 2024, representing a nearly 40% decrease over four years [6]. - The company's net profit has also fluctuated, with a cumulative loss of 1.28 billion yuan over the same period, and a significant drop in net profit of 83.67% in the first three quarters of 2025 [6][7]. - To address financial difficulties, the company is undergoing a change in control, with a state-owned enterprise set to acquire a 20% stake, and performance commitments have been postponed to 2026-2028 due to current underperformance [7][8].

"配料成分第一位居然不是黑芝麻，那还能叫黑芝麻糊吗？" 近期，国民品牌南方黑芝麻因配料表排序问题引发热议，一句"灵魂拷问"道出了无数消费者的困惑。 黑芝麻排配料表第四位 近日，一名网友晒出其购买的核桃黑芝麻糊包装照片，认为配料表的排序与产品名称不符。 该配料表中，首位并非"黑芝麻"，而是包含大米、小麦、玉米等在内的谷物粗粮粉，食用葡萄糖和麦芽糊精紧随其后，作为产品名称核心元素的黑芝麻 仅位列第四位。 这名网友认为，配料表的排序与产品名称不符。 图片来源：社交平台 亏损下的业绩承诺延期 作为老牌国货食品企业，黑芝麻近些年受市场环境变化、战略摇摆等因素影响，已陷入业绩连降困境。 2021年—2024年，公司营收分别为40.25亿元、30.16亿元、26.77亿元、24.65亿元，四年间营收规模缩水近四成；盈利能力同样堪忧，同期归母净利润分 别为-1.09亿元、-1.4亿元、0.43亿元、0.78亿元，虽在波动回升，但四年累计仍亏损1.28亿元。 这一发现迅速引发关注，网友纷纷调侃"买的是黑芝麻糊，实际喝的是加糖米糊"，甚至建议产品直接改名为"南方米糊"。 随着舆论发酵，12月20日，南方黑芝麻旗舰店工作人员回应媒 ...