登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000716 证券简称：黑芝麻 公告编号：2025-039 南方黑芝麻集团股份有限公司 关于控股股东部分股份将被司法处置的提示性公告 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。 特别提示： 1、本次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"）将被司法处置的标 的为其持有公司的320万股无限售流通股股份，占其所持公司全部股份的1.40%，占公司总股本的 0.42%。 2、本次司法处置黑五类集团所持公司部分股份的具体方式、期限尚未明确，因本次被司法执行导致股 份变动的时间、数量及价格等存在不确定性。公司将密切关注该事项的后续进展，并及时履行信息披露 义务。 3、2025年8月8日，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 《广西旅发大健康产业集团有限公司与广西黑五类食品集团有限责任公司关于南方黑芝麻集团股份有限 公司之股份转让协议》（以下简称《股份转让协议》），目前各相关方正在履行该股份收购的尽职调查 等相关程序。在前述转让股份过户登记前，黑五 ...

关于控股股东部分股份将被司法处置的提示性公告 证券代码：000716 证券简称：黑芝麻 公告编号：2025-039 南方黑芝麻集团股份有限公司 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。 特别提示： 1、本次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"）将被司法处置的标的为其持有公司的 320 万股无限售流通股股份，占其 所持公司全部股份的 1.40%，占公司总股本的 0.42%。 2、本次司法处置黑五类集团所持公司部分股份的具体方式、期限尚未明确， 因本次被司法执行导致股份变动的时间、数量及价格等存在不确定性。公司将密 切关注该事项的后续进展，并及时履行信息披露义务。 3、2025 年 8 月 8 日，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《广西旅发大健康产业集团有限公司与广西黑五 类食品集团有限责任公司关于南方黑芝麻集团股份有限公司之股份转让协议》（以 下简称《股份转让协议》），目前各相关方正在履行该股份收购的尽职调查等相 关程序。在前述转让股份过户登记前，黑五类集团仍为公司控股股东；在前述 ...

证券日报网讯黑芝麻（000716）8月26日在互动平台回答投资者提问时表示，截至2025年8月20日，公司 股东约为10.7万户。 ...

Group 1 - The company is currently focused on the production and operation of health food business [1]

此外，黑芝麻智能公布收购人工智能(AI)系统芯片及解决方案业务进展，截至公告日期，可能收购事项 的尽职调查、审计及其他工作正有序开展。公司知悉，目标公司继续由原管理团队正常营运，公司预期 该团队将留任目标公司并负责其持续运营与管理，该团队亦正与公司积极商讨收购完成后目标公司之企 业管治及业绩目标。 黑芝麻（000716）智能(02533)跌超4%，截至发稿，跌3.94%，报18.54港元，成交额3.65亿港元。 消息面上，8月22日晚，黑芝麻智能发盈警，尽管预期集团将于截至2025年6月30日止六个月录得收益超 过人民币2.5亿元，较2024年同期增长超过38%，但集团预期于该期间录得亏损净额不超过人民币8亿 元，主要归因于因集团雇员授出奖励而产生的不低于人民币2亿元的以股份为基础的薪酬开支；集团于 高阶辅助驾驶及解决方案的研发方面所付出的努力及产生的开支；及股份在联交所上市后优先股转为普 通股，导致金融工具的公允价值收益减少。 ...

Core Viewpoint - Black Sesame Intelligence (02533) issued a profit warning, expecting a revenue of over RMB 250 million for the six months ending June 30, 2025, which represents a growth of over 38% compared to the same period in 2024, but anticipates a net loss of no more than RMB 800 million due to various factors including employee stock-based compensation and R&D expenses [1][1][1] Financial Performance - The company expects to record a revenue exceeding RMB 250 million for the six months ending June 30, 2025, marking a growth of over 38% year-on-year [1][1][1] - Anticipated net loss for the same period is projected to be no more than RMB 800 million [1][1][1] Cost Factors - The expected loss is primarily attributed to stock-based compensation expenses of no less than RMB 200 million due to employee awards [1][1][1] - Additional costs arise from R&D efforts in high-level assisted driving and solutions [1][1][1] - The conversion of preferred shares to common shares post-listing has led to a decrease in the fair value gains of financial instruments [1][1][1] Acquisition Progress - Black Sesame Intelligence is progressing with the acquisition of an AI systems chip and solutions business, with due diligence and auditing activities ongoing [1][1][1] - The target company continues to operate under its original management team, which is expected to remain post-acquisition and will be responsible for ongoing operations and management [1][1][1] - Discussions are actively taking place regarding corporate governance and performance targets for the target company after the acquisition [1][1][1]

Group 1 - The core viewpoint of the articles highlights the significant shift in the Hong Kong stock market regarding the 18C specialized technology companies, with a notable decline in IPO activity and increasing challenges for these companies to commercialize successfully [1][9][11] - In 2024, the Hong Kong Stock Exchange implemented reforms that lowered the minimum market capitalization requirements for 18C companies, with commercialized companies' threshold reduced from HKD 60 billion to HKD 40 billion, and non-commercialized companies from HKD 100 billion to HKD 80 billion [1][9] - Despite the lowered thresholds, the market has seen no successful IPOs for 18C companies in 2025, with 12 companies having submitted applications but facing significant hurdles in the current market environment [9][11] Group 2 - Three listed 18C companies have engaged in active fundraising through secondary offerings, with Crystal Technology raising a total of HKD 32.2 billion, significantly exceeding its IPO fundraising scale [4] - Black Sesame Intelligence has experienced a 31% decline in stock price since its IPO, despite a positive earnings forecast, indicating a disconnect between market expectations and actual performance [6] - Yujiang, the smallest company by market capitalization at IPO, has seen its stock price increase by 188%, yet its financial performance remains weak, raising concerns about its sustainability as a specialized technology firm [7][11] Group 3 - The financial performance of the listed 18C companies shows a disparity between revenue growth and profitability, with many companies struggling to maintain a balance between innovation and short-term financial results [12] - Research and development expenditures among the companies vary significantly, with Crystal Technology and Black Sesame Intelligence investing heavily compared to Yujiang, which has reduced its R&D spending [8][12] - The overall market sentiment towards 18C companies remains cautious, as evidenced by the lack of successful IPOs and the challenges faced by companies in meeting both market expectations and regulatory requirements [9][11]

Core Viewpoint - The company anticipates revenue exceeding RMB 250 million for the six months ending June 30, 2025, representing a growth of over 38% compared to the same period in 2024, but expects a net loss not exceeding RMB 800 million during this period due to various factors [1] Financial Performance - Expected revenue for the upcoming period is over RMB 250 million, which is an increase of more than 38% year-on-year [1] - Projected net loss is capped at RMB 800 million for the same period [1] Cost Drivers - The anticipated loss is primarily attributed to: - Share-based compensation expenses of no less than RMB 200 million due to employee awards [1] - Significant expenditures related to the research and development of advanced driver assistance systems and solutions [1] - Decreased fair value gains on financial instruments issued to investors, linked to the conversion of preferred shares to common shares following the company's listing on the Hong Kong Stock Exchange [1]

Core Viewpoint - Black Sesame Technologies (02533) anticipates revenue exceeding RMB 250 million for the six months ending June 30, 2025, representing a growth of over 38% compared to the same period in 2024, but expects a net loss not exceeding RMB 800 million during this period [1] Financial Performance - The company projects a revenue of over RMB 250 million for the upcoming six-month period [1] - This revenue forecast indicates a growth of more than 38% compared to the same period in the previous year [1] - The anticipated net loss is expected to be no more than RMB 800 million [1] Cost Drivers - The projected loss is primarily attributed to: - Share-based compensation expenses of no less than RMB 200 million due to employee incentive awards [1] - Significant expenditures related to research and development in advanced driver assistance systems and solutions [1] - Decreased fair value gains on financial instruments issued to investors, linked to the conversion of preferred shares to ordinary shares following the company's listing on the Hong Kong Stock Exchange [1]

Core Viewpoint - Black Sesame Intelligence (02533) has entered the rail transportation active safety sector by launching an AI obstacle detection and warning system for high-speed transport networks, which has gained recognition from leading domestic rail transportation equipment manufacturers, with expected order amounts reaching tens of millions of dollars [1]. Group 1: Company Developments - Black Sesame Intelligence's stock rose over 11%, reaching HKD 19.15 with a trading volume of HKD 669 million [1]. - The newly launched AI system features breakthrough long-distance detection capabilities and automotive-grade reliability [1]. - The company has formed a strategic partnership with AEye, a high-performance lidar company, to integrate its reliable onboard computing platform and perception algorithms with AEye's leading long-distance perception technology [1]. Group 2: Market Impact - The collaboration aims to create a plug-and-play full-stack solution to accelerate the application of the AI obstacle detection and warning system in rail transportation scenarios [1].