杨宇欣举例道，黑芝麻智能在2023年发布武当系列芯片，把座舱、智驾、车身、网关芯片融合在一颗芯 片里，既能实现客户最大程度上标配智能化功能的目的，又可以帮助客户实现系统性降本。 "'智驾平权'需要通过性价比和成熟度来实现，平权意味着从早期技术探索期进入到大规模发展期，这 一时期非常重要的是芯片或者成熟的平台。"在中国电动汽车百人会论坛（2025）期间，黑芝麻智能 CMO杨宇欣在接受中国经济网记者采访时表示，作为供应商，黑芝麻智能在"智驾平权"时代还是要做 好赋能角色，提供成熟可靠且性价比高的产品。 进入2025年以来，多家汽车制造商发布"全民智驾"战略，进入"智驾平权"元年。"这对多年耕耘的智驾 厂商而言是爆发的机会，黑芝麻智能从客户需求、订单，以及接下来的技术拓展都有很多收获。"杨宇 欣欣喜地表示。 "2025年是汽车智驾行业的一道分水岭，未来智驾会像空调、座椅一样成为标配。"杨宇欣表示，在"智 驾平权"时代，OEM（原始设备制造商）要实现性能与成本的平衡，一方面是基于现有的成熟产品，通 过规模化效应降低上游供应链成本，为客户提供更具性价比的产品；另一方面，不断在芯片、架构等方 面创新，助力客户降低成本，同 ...

Group 1 - The core viewpoint of the article highlights the significant growth of Hezhima Intelligent, with a revenue increase of 51.8% in 2024, reaching 474 million yuan, marking a historical high [1] - The gross profit margin improved from 24.69% in 2023 to 41.1% in 2024, indicating successful implementation of large-scale production and cost-reduction strategies [1] - The growth is attributed to the acceleration of global automotive intelligence, particularly in the vehicle-mounted SoC chip market, which is expected to exceed 100 billion yuan in China by 2028 [3] Group 2 - Hezhima Intelligent has established deep partnerships with leading automotive companies, enabling continuous increase in production scale across both new energy and fuel vehicles [3] - The A1000 series chips have been mass-produced and delivered to major automotive manufacturers such as Geely, Dongfeng, and BYD [3] - The Wudang C1200 series chips have completed functional validation for urban NOA and have secured mass production agreements with two mainstream OEMs [3] Group 3 - The company is advancing in both domestic and international markets, forming multi-dimensional collaborations with various overseas automotive companies and Tier 1 suppliers [5] - Hezhima Intelligent's strategy encompasses a "chip + algorithm + ecosystem" approach, expanding from passenger vehicles to commercial vehicles and emerging fields like humanoid robots [5] - The company has seen a rapid increase in clients within the commercial vehicle sector, with successful implementations of its Patronus 2.0 system in sanitation vehicles and heavy trucks [5] Group 4 - The global robotics industry is still in its early stages, but advancements in technology and cost reductions are expected to broaden application scenarios, benefiting chip manufacturers like Hezhima Intelligent [8] - Looking ahead to 2025, Hezhima Intelligent plans to accelerate the acquisition of new customers and models, particularly in the new energy sector, to boost chip shipments and revenue [8]

Group 1 - The stock price of Black Sesame (000716) closed at 6.54 yuan on March 28, 2025, down 2.53% with a turnover rate of 2.71% and a trading volume of 189,600 shares, amounting to a transaction value of 125 million yuan [1] - On the same day, the net outflow of main funds was 14.01 million yuan, accounting for 11.2% of the total transaction value, while retail investors saw a net inflow of 24.62 million yuan, representing 19.68% of the total transaction value [1][4] Group 2 - The 11th Board of Directors of Southern Black Sesame Group Co., Ltd. held its fourth temporary meeting on March 27, 2025, where it approved the proposal regarding the execution of daily related transactions for 2024 and the estimated daily related transactions for 2025 [2] - The total amount of daily related transactions with related parties for 2024 was 2.601 million yuan (unaudited), which did not exceed the limit approved by the shareholders' meeting, and the board agreed that the estimated amount for 2025 would not exceed 8 million yuan [2]

在中国电动汽车百人会论坛（2025）期间，黑芝麻智能首席市场营销官杨宇欣接受新京报贝壳财经等媒体采访时表示，2025年将成为"智驾平权"的重要分水 岭，未来智驾会像空调、座椅一样成为汽车的"标配"。 新京报贝壳财经："智驾平权"的成本控制很重要，你怎么看？ 杨宇欣：一方面，我们基于现有成熟产品，通过规模化效应降低上游供应链的成本，从而为客户提供更具性价比产品。另一方面，不断进行技术和芯片架构 的创新，通过创新实现成本控制。 例如，现在可以实现把座舱驾驶、车身、网关相关功能融合在一颗芯片里，既能实现客户最大程度上标配智能化功能的目的，也可以帮助实现系统性降本， 客户关心的并不是单个芯片的成本，而是整个系统的成本。 2027年-2029年高阶智驾将迎来"真正一仗" 黑芝麻智能首席市场营销官杨宇欣。主办方供图 "智驾平权"意味着产业生态的成熟跃迁 新京报贝壳财经："智驾平权"意味着什么 ？ 杨宇欣："智驾平权"不是简单的技术普及，而是整个产业生态的成熟化跃迁。它要求从算法、芯片到传感器、执行机构的完整产业链，都达到车规级可靠 性、量产级稳定性以及消费级性价比的三重标准。这意味着行业已跨越早期技术探索的"死亡谷"，进 ...

Summary of Key Points Core Viewpoint - As of March 28, 2025, the stock price of Hezhima (000716) closed at 6.54 yuan, reflecting a decrease of 3.68% from the previous week's closing price of 6.79 yuan [1] Company Performance - The highest intraday price for Hezhima during the week was 6.82 yuan on March 24, while the lowest was 6.50 yuan on the same day [1] - The current total market capitalization of Hezhima is 4.928 billion yuan, ranking 15th out of 23 in the leisure food sector and 2913th out of 5139 in the A-share market [1] Company Announcements - The company announced that the expected amount for daily related party transactions for the year 2025 will not exceed 8 million yuan [1] - A board meeting was held on March 27, 2025, chaired by Chairman Li Yujun, with all 9 directors present [1] - The board approved the proposal regarding the execution of daily related party transactions for 2024, which amounted to 2.601 million yuan (unaudited), remaining within the limits approved by the shareholders' meeting [1] - The board also agreed that the expected cumulative amount for daily related party transactions in 2025 will not exceed 8 million yuan, with a voting result of 7 in favor, 0 against, and 0 abstentions [1] - Two related directors, Li Yujun and Wei Mingren, abstained from voting on this proposal, which was pre-reviewed and approved by the company's independent directors [1]

Group 1 - The core focus of the article is on the advancements in AI computing capabilities for intelligent driving, emphasizing the shift from data-driven to knowledge-driven algorithms [2] - The founder and CEO of Black Sesame Technology, Shan Jizhang, highlighted that the year 2023 is seen as the year of large-scale mass production for intelligent driving, driven by end-to-end algorithms and high-performance AI chips [2] - A significant challenge identified is the bandwidth limitation following breakthroughs in computing power, with future advancements expected to focus on improving bandwidth [2] Group 2 - Black Sesame Technology has strategically developed foundational chips, including the A1000 chip launched in 2020 and the C1296 chip introduced in 2023, which is crucial for central computing in electronic and electrical architecture [3] - The company has upgraded its intelligent driving capabilities with the C1236 chip, based on 7nm technology, enabling comprehensive urban Navigation on Autopilot (NOA) functions [3] - The latest A2000 chip, which has been delivered to clients, represents a significant breakthrough in AI computing efficiency and supports data closed-loop and multi-chip high-speed interconnection [4]

每经记者 刘曦 每经实习编辑 余婷婷 当被问及车企自研芯片的模式时，杨宇欣认为，车企自研芯片更多是为了实现软件投入的节省和差异化，但第三方芯片供应商仍将长期存在。他以特斯拉为 例，指出特斯拉在HW3.0阶段实现了芯片全自研，但在HW4.0阶段则将芯片设计交给博通（Broadcom）。杨宇欣表示："特斯拉的这一转变表明，即使是行 业领先者，也会在芯片设计上寻找最优的商业合作模式。Broadcom在团队成熟度、IP采购价格和代工价格上都比特斯拉更具优势。芯片行业的上游市场非 常现实，一切都取决于量产规模，而非公司名气。" 当谈到黑芝麻智能的芯片与国际间竞争对手之间的差距时，杨宇欣表示，全球AI芯片发展整体落后于英伟达半拍到一拍。目前，黑芝麻智能在产品性能和 功能成熟度上正逐渐与国际巨头拉平，在高速NOA场景下，黑芝麻智能已与高通、英伟达等竞争对手展开正面竞争。 "2025年是智能驾驶行业的重要分水岭，智驾技术正逐渐成为汽车的标配，如同空调座椅一样普及。"3月29日，在2025中国电动汽车百人会论坛上，黑芝麻 智能首席市场营销官杨宇欣在接受《每日经济新闻》记者采访时如是表示。 未来，随着智驾技术的进一步普及和高阶智 ...

证券代码：000716 证券简称：黑芝麻 公告编号：2025- 018 南方黑芝麻集团股份有限公司 关于处置相关非主营业务资产的进展公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 一、交易概述 南方黑芝麻集团股份有限公司（以下简称"公司"）于 2024 年 10 月 29 日 召开了第十一届董事会 2024 年第二次临时会议，审议通过了《关于授权公司经 营班子处置非主业资产的议案》，为进一步集中资源聚焦大健康食品产业经营， 董事会同意授权公司经营班子处置持有广西巴马食养产业投资有限公司（以下简 称"巴马食养公司"）、广西容县都峤山健康小镇投资有限公司（以下简称"都 峤山健康公司"）及上海若凯电子商务有限公司（以下简称"上海若凯"）等股 权的全部事宜，详见公司于2024年10月30日在巨潮资讯网（www.cninfo.com.cn） 登载的《关于授权公司经营班子处置非主业资产的公告》（公告编号：2024- 072） 等公告。近日公司的前述股权转让事项取得进展，现将有关情况公告如下： 二、交易进展情况 近日，公司就上述股权转让事宜与相关方达成一致，具体如下： 1 ...

证券代码：000716 证券简称：黑芝麻 公告编号：2025-016 南方黑芝麻集团股份有限公司 第十一届董事会 2025 年第四次临时会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 南方黑芝麻集团股份有限公司（以下简称"公司"）于 2025 年 3 月 27 日以 现场与通讯相结合的方式召开第十一届董事会 2025 年第四次临时会议（以下简 称"本次会议"），会议通知于 2025 年 3 月 24 日以书面直接送达、电子邮件或 电话方式通知全体董事。会议由董事长李玉珺先生主持，应出席会议的董事 9 人，实际出席会议的董事 9 人。公司监事及高级管理人员列席了本次会议。 本次会议的召集、召开、参会人数、表决程序符合《公司法》和《公司章程》 有关规定，经与会董事对会议议案审议和表决形成了会议决议，现公告如下： 审议并通过《关于 2024 年度日常关联交易执行情况及 2025 年度日常关联 交易预计的议案》 经核查，公司 2024 年度与关联方累计发生的日常关联交易金额为 260.10 万 元人民币（未经审计），未超出经股东大会批准的额度，董事会认 ...

证券代码：000716 证券简称：黑芝麻 公告编号：2025-017 公司于 2025 年 3 月 27 日召开第十一届董事会 2025 年第四次临时会议，以 7 票同意，0 票反对，0 票弃权，2 票回避（李玉珺、韦茗仁两名关联董事回避表决） 审议通过了《关于 2024 年度日常关联交易执行情况及 2025 年度日常关联交易预 南方黑芝麻集团股份有限公司 关于 2024 年度日常关联交易执行情况 及 2025 年度日常关联交易预计的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 南方黑芝麻集团股份有限公司（以下简称"公司"）及下属公司因业务发展 及经营的需要，与关联方发生日常关联交易，现将有关情况公告如下： 一、日常关联交易基本情况 （一）日常关联交易概述 公司及下属公司根据业务发展及日常经营的需要，预计 2025 年度与关联方广 西黑五类食品集团有限责任公司（以下简称"黑五类集团"）、广西容州国际大 酒店有限公司（以下简称"容州国大"）、广西容州物流产业园有限公司（以下 简称"容州物流园"）、广西容县容州物业管理有限公司（以下简称"容州物业"） 等关 ...