Core Insights - The next decade is expected to usher in a "robotic new era," with significant advancements in the integration of intelligent technology into the physical world [2] - Black Sesame Intelligence has launched the SesameX multidimensional intelligent computing platform, marking the industry's first dedicated deployment platform for commercial robots [2][5] Group 1: Company Developments - Black Sesame Intelligence's founder and CEO, Dan Jizhang, emphasized the company's experience in the smart automotive sector will support new applications in robotics, aiming to drive the evolution of embodied intelligence [4][5] - The SesameX platform is designed to address four major technical pain points in the robotics industry, including safety mechanisms and system integration [7][11] - The platform consists of a four-layer system architecture, including a computing platform, middleware, atomic application layer, and a comprehensive safety framework [8][11] Group 2: Technological Innovations - The SesameX platform features three core computing modules: Kalos, Aura, and Liora, each targeting different levels of robotic intelligence and capabilities [8][11] - Kalos is designed for low-speed robotic applications, while Aura serves as a high-performance computing platform for more complex robotic tasks [8][11] - Liora is positioned as the most advanced robotic brain, capable of handling complex tasks with a processing power of nearly 600 TOPS [11] Group 3: Market Strategy and Collaborations - Black Sesame Intelligence aims to foster an open ecosystem for robotics, collaborating with various partners to drive the commercialization of robotic solutions [12][13] - The company has already established partnerships with several firms, including Junsheng Electronics and Hubei Huazhong Electric Power Technology, to explore applications in the robotics sector [13] - The launch event included a roundtable forum discussing the future of intelligent robotics, featuring experts from academia and industry [13]

Core Insights - The robot industry is transitioning from prototype demonstrations to large-scale production, facing challenges due to the lack of high-reliability, high-integration, and high-performance computing platforms [3][5][7] - Black Sesame Technology, a leader in automotive computing chips, is entering the robotics sector to fill this critical gap, predicting that the growth rate of the robotics industry will surpass that of the automotive industry [3][12][20] Industry Overview - The robotics industry is experiencing a new phase driven by diverse demand and full-scene penetration, with applications expanding beyond traditional industrial sectors to include new fields like electric vehicles and biomedicine [5][6] - The mainstream demand in the robotics market is shifting from "usable" to "user-friendly," requiring robots to possess advanced capabilities such as autonomous perception and complex decision-making [6][14] Technological Trends - The current chip capabilities in the robotics industry are insufficient to meet higher expectations, which hinders the transition from prototype to mass production [7][15] - Black Sesame Technology's newly launched SesameX™ multi-dimensional embodied intelligence computing platform includes three major computing platforms tailored for various robotic applications [9][18] Market Potential - The global service robot market is projected to exceed $40 billion by 2025, with a compound annual growth rate (CAGR) of over 20%, indicating significant opportunities for chip manufacturers [12][20] - The global market for industrial robot chips is expected to grow from approximately $2.32 billion in 2024 to $4.37 billion by 2031, highlighting the potential for Black Sesame Technology's entry into this space [12] Competitive Advantages - Black Sesame Technology's entry into the robotics sector is bolstered by its established supply chain, quality control, and customer ecosystem from the automotive industry, creating a strong competitive barrier [13][17] - The SesameX platform is the only robotics computing platform that meets automotive safety standards, enabling rapid adaptation for high-safety robotic scenarios [18][20]

Core Viewpoint - Black Sesame Intelligence has officially launched the SesameX multidimensional embodied intelligence computing platform, marking its expansion from smart driving to the embodied intelligence industry, particularly in robotics [1][2] Group 1: Product Launch and Technology - The SesameX platform aims to address four major technical pain points in the robotics industry, including the imbalance between different types of intelligence, lack of safety mechanisms, fragmented systems, and challenges in algorithm evolution [2] - The platform consists of three core computing modules: Kalos, Aura, and Liora, each corresponding to different levels of robotic development, from visual driving to cognitive evolution [3] Group 2: Market Potential and Strategic Partnerships - The CEO of Black Sesame Intelligence predicts that by 2040, annual sales of various robots will exceed 1 billion units, with the market size surpassing $1 trillion [1] - Black Sesame has established strategic partnerships with companies like Joyson Electronics and Hubei Huazhong Electric Power Technology to explore applications of embodied robots in various industries [5] Group 3: Industry Perspectives and Future Outlook - Industry experts believe that the next decade will see significant advancements in robotics, with a focus on human-robot collaboration rather than outright replacement of humans [6][7] - The consensus among industry leaders is that robots will increasingly become integrated into daily life and various sectors, potentially exceeding current expectations for their adoption [7]

Core Insights - The launch of the SesameX multi-dimensional intelligent computing platform marks a significant expansion for the company from smart driving to the embodied intelligence industry, specifically targeting the robotics sector [1][2] - The CEO emphasizes that the experience gained in the smart automotive industry will directly support new applications in robotics, aiming to drive the evolution of embodied intelligence [1] Industry Challenges - The robotics industry faces four major technical pain points: imbalance in the development of "big and small brains," lack of safety systems from chip to system levels, fragmented systems leading to uncoordinated multi-task computing, and the challenge of algorithm evolution requiring retraining in new environments [1] - These issues are attributed not solely to insufficient computing power but to the absence of a reasonable architecture that includes understanding, planning, control, and safety collaboration [1] SesameX Platform Features - SesameX is the first full-stack self-evolving platform that supports whole-brain intelligence for commercial deployment in robotics, emphasizing safety as an inherent "intelligent attribute" rather than a standalone function [2] - The platform envisions future robots as "intelligent life forms capable of self-growth" rather than mere executors of pre-set programs [2] Strategic Partnerships - The company has established a collaborative ecosystem for robotics, announcing initial partners and showcasing successful commercial deployments in various products, including logistics vehicles and quadruped robots [2] - Strategic partnerships have been formed with companies like Joyson Electronics to focus on the robotics field, planning to develop head assemblies and domain controllers based on the SesameX platform [2] - Additionally, a collaboration with Hubei Huazhong Electric Power Technology Development Co., Ltd. aims to explore applications of embodied robots in the electric power industry [2]

Core Insights - The next decade is expected to usher in a "robotic new era," with significant advancements in embodied intelligence and the introduction of the SesameX multi-dimensional intelligent computing platform by Black Sesame Intelligence [1][3][4] Group 1: Product Launch and Technology - Black Sesame Intelligence launched the SesameX platform, the first commercial deployment platform dedicated to the robotics industry, during the event held in Shanghai [1][4] - The SesameX platform is designed to support the development of robots by providing a comprehensive solution that includes automatic deployment, data collection, algorithm iteration, and model updates [5][6] - The platform consists of a four-layer system architecture, including a computing platform, middleware layer, atomic application layer, and a neural communication layer, enabling efficient collaboration among various intelligent units [7][11] Group 2: Market Potential and Industry Impact - The robotics industry is projected to grow into a trillion-dollar market with billions of robots by 2040, highlighting the importance of embodied intelligence technology for robots to become integral parts of daily life [3][4] - Black Sesame Intelligence aims to leverage its experience in the smart automotive sector to drive advancements in the robotics field, positioning itself as a leader in the evolution of embodied intelligence [3][4] Group 3: Strategic Partnerships and Ecosystem Development - The company announced strategic partnerships with various organizations, including Junsheng Electronics and Hubei Huazhong Electric Power Technology Development Co., to explore applications of embodied robots in different industries [13] - Black Sesame Intelligence is committed to an open collaboration approach, working with partners to promote the successful commercialization of robotics and drive industry development [12][13] Group 4: Key Features of SesameX Platform - The SesameX platform emphasizes safety as a core attribute, integrating it into the operational framework of robots rather than treating it as a standalone feature [11] - The platform includes three core computing modules—Kalos, Aura, and Liora—each designed to address different levels of robotic intelligence, from visual perception to cognitive evolution [8][10]

Core Insights - The next decade is expected to usher in a "robotic new era," with significant advancements in embodied intelligence and the introduction of the SesameX multi-dimensional intelligent computing platform by Black Sesame Intelligence [1][2][18] Group 1: Product Launch and Technology Development - Black Sesame Intelligence launched the SesameX platform, marking the first commercial deployment platform dedicated to the robotics industry [1][2] - The company aims to leverage its experience in the intelligent automotive sector to drive advancements in robotics, positioning itself as a leader in embodied intelligence [1][2] - The SesameX platform is designed to support automatic deployment, data collection, algorithm iteration, and model updates, which are essential for the practical application of robotics [3][6] Group 2: Technical Architecture and Features - The SesameX platform features a four-layer system architecture, including a computing platform, middleware, atomic application layer, and a neural communication layer [7][15] - Three core computing modules—Kalos, Aura, and Liora—are designed to address different levels of robotic intelligence, from visual perception to cognitive evolution [8][11][13] - The platform emphasizes safety as an integral characteristic, redefining it as "Action = Safety" within the robotics ecosystem [15] Group 3: Industry Collaboration and Ecosystem Development - Black Sesame Intelligence is committed to an open collaboration model, partnering with various stakeholders to promote the commercialization of robotics [16][17] - The company has established strategic partnerships with firms like Joyson Electronics and Hubei Huazhong Electric Power Technology to explore applications of embodied robots in different industries [17] - The launch event included a roundtable forum discussing the future of intelligent robotics, featuring experts from academia and industry [17]

Market Overview - The leisure food sector experienced a decline of 2.33% on November 20, with Nanjiao Food leading the drop [1] - The Shanghai Composite Index closed at 3931.05, down 0.4%, while the Shenzhen Component Index closed at 12980.82, down 0.76% [1] Individual Stock Performance - Nanjiao Food (605339) closed at 19.05, down 9.37% with a trading volume of 175,500 shares [1] - Jin Zai Food (003000) closed at 11.86, down 3.18% with a trading volume of 80,900 shares [1] - Wanchen Group (300972) closed at 168.22, down 3.10% with a trading volume of 18,300 shares [1] - Three Squirrels (300783) closed at 23.22, down 2.85% with a trading volume of 81,500 shares [1] - Black Sesame (000716) closed at 6.26, down 2.80% with a trading volume of 224,500 shares [1] - Other notable declines include Lihai Food (300973) down 2.52% and Liangpinpuzi (603719) down 2.51% [1] Capital Flow Analysis - The leisure food sector saw a net outflow of 178 million yuan from main funds, while retail investors contributed a net inflow of 118 million yuan [1] - Speculative funds recorded a net inflow of 60.43 million yuan [1] Detailed Capital Flow for Selected Stocks - Lihai Food (300973) had a main fund net inflow of 5.90 million yuan, but a retail net outflow of 13.17 million yuan [2] - Ziyan Food (603057) experienced a main fund net inflow of 42,400 yuan, with a retail net outflow of 1.79 million yuan [2] - Maquur (002719) had a negligible main fund net inflow of 4,364 yuan, with a retail net outflow of 127,690 yuan [2] - Other stocks like Guangzhou Restaurant (603043) and Huangshanghuang (002695) also reported net outflows from main funds [2]

人民财讯11月20日电，11月20日，在黑芝麻（000716）智能机器人平台产品发布会上，黑芝麻智能创始 人兼CEO单记章表示，下一个10年是智能机器人的时代，预计2030年，机器人将大量走进日常生活，并 与人类持续共同演进，预计2040年各种机器人年销售量将突破10亿台，其市场规模将超万亿美元。 ...

Core Viewpoint - Black Sesame Technology (000716) launched the SESAMEX multi-dimensional embodied intelligence computing platform in Shanghai on November 20, aiming to accelerate the commercialization of the robotics industry [1] Company Summary - Black Sesame Technology is focusing on developing a new generation of embodied intelligence computing platforms [1] - The launch of SESAMEX is a strategic move to enhance the company's position in the commercial robotics sector [1] Industry Summary - The introduction of SESAMEX is expected to contribute to the rapid industrialization of commercial robots [1] - The development of embodied intelligence computing platforms is a significant trend in the robotics industry, indicating a shift towards more advanced and capable robotic solutions [1]

Core Insights - Black Sesame Technology and Zhongji Xuchuang's subsidiary Jiangsu Zhichi Zhiyuan have formed a strategic partnership to leverage their core technologies and resources in various fields, including optical communication, automotive assisted driving, and advanced packaging technology [1][2] - The collaboration aims to integrate "chip + optical module" technologies to address industry pain points and seize opportunities in the next generation of smart industries, providing innovative solutions for the global automotive and robotics sectors [1][2] Company Collaboration - The partnership will focus on the innovative application of optical communication modules in automotive and embodied intelligent terminals, exploring scenarios for optoelectronic co-packaging in next-generation computing platforms to meet future demands for lower latency and higher data transmission [1] - Both companies will actively promote capital cooperation along the upstream and downstream industrial chains, facilitating resource integration and investment linkage to streamline the entire process from technology research and development to industrial implementation [1] Industry Trends - This strategic collaboration signifies a new trend of "cross-domain integration" in the smart industry, highlighting the importance of collaborative innovation between major enterprises [2] - The partnership is expected to create new growth opportunities for both companies while generating additional value for the industry, propelling the global smart industry towards a higher quality development stage [2]