Core Viewpoint - Black Sesame Intelligence (000716) announced plans to acquire Guangdong Zhuhai-based AI chip company Yizhi Electronics for an estimated total consideration of RMB 400 million to 550 million, with the transaction expected to be completed in Q1 2026 [1] Group 1: Acquisition Details - The acquisition will be executed through equity purchase and capital injection [1] - Following the completion of the acquisition, Yizhi Electronics' financial performance will be consolidated into Black Sesame's financial statements [1] - The expected completion date for the transaction is the first quarter of 2026 [1] Group 2: Yizhi Electronics Overview - Yizhi Electronics specializes in the independent research and development of edge/endpoint AI SoC chips [1] - The company has established a complete technological closed loop from underlying IP to upper-layer algorithms [1] - Yizhi Electronics has developed three major product series: SA, SH, and SV, which are applicable in various fields including smart security, intelligent automotive (such as ADAS/DMS), and consumer electronics [1]

公开资料显示，亿智电子是一家专注于边缘侧/端侧AI SoC芯片自主研发的系统方案供应商，其核心竞 争力在于构建了从底层IP到上层算法的完整技术闭环。该公司已形成SA、SH、SV三大产品系列，其应 用精准覆盖智能安防、智能车载（如ADAS/DMS）及消费电子等广泛领域。 智通财经APP获悉，黑芝麻智能(02533)高开逾3%，截至发稿，涨3.4%，报20.1港元，成交额215.87万港 元。 消息面上，黑芝麻智能宣布，拟通过股权收购及注资方式收购广东珠海端侧AI芯片公司亿智电子，预 期总代价约人民币4亿元至5.5亿元。收购完成后，亿智电子财务业绩将并入公司报表。预期交易将于 2026年第一季度完成。 ...

长江商报消息 ●长江商报记者 李璟 切入机器人赛道，智能汽车计算芯片企业黑芝麻智能（02533.HK）开辟"第二增长曲线"。 12月2日，黑芝麻智能发布公告称，公司拟以4亿元至5.5亿元，收购珠海亿智电子科技有限公司（简 称"亿智电子"）。此次交易完成后，亿智电子将成为黑芝麻智能的非全资附属公司，其财务业绩将正式 并入集团报表，一场围绕AI芯片的产业协同布局就此展开。 作为"智驾芯片第一股"，黑芝麻智能致力于成为本土智能汽车计算芯片引领者，助力中国智能汽车产业 蓬勃发展。此次收购亿智电子，与其强芯片设计能力形成协同，有助于公司产品更好地适应机器人、便 携设备等对功耗敏感的新兴场景需求。 值得一提的是，就在上个月，黑芝麻智能正式推出业界首个机器人商业化专属部署平台——SesameX多 维具身智能计算平台，开启具身智能商业化新征程。依托在智能汽车领域积累的130余家全球合作伙伴 资源，黑芝麻智能将推动汽车产业链与机器人产业协同发展，助力合作伙伴快速切入机器人领域。 推进AI推理芯片应用更多场景 公开资料显示，黑芝麻智能创立于2016年，总部位于湖北武汉，是一家车规级计算SoC1及基于SoC的智 能汽车解决方案供应 ...

12月2日，国内智驾芯片领先企业黑芝麻（000716）智能宣布，拟通过股权收购及注资方式收购广东珠 海端侧AI芯片公司亿智电子，预期总代价介于人民币4亿元至5.5亿元。 收购事项完成后，黑芝麻智能将取得亿智电子的多数股权，后者将被视为公司的非全资附属公司，其财 务业绩将并入公司报表。相关方正积极推动此项工作，预期交易将于2026年第一季度完成。 亿智电子成立于2016年，是一家专注于边缘侧/端侧AI SoC芯片自主研发的系统方案供应商，其核心竞 争力在于构建了从底层IP到上层算法的完整技术闭环。该公司已形成SA、SH、SV三大产品系列，其应 用精准覆盖智能安防、智能车载(如ADAS/DMS)及消费电子等广泛领域。 今年6月及8月，黑芝麻智能曾就"可能收购事项"发布相关公告，但未直接表明标的公司名称。 谈及收购影响，黑芝麻智能彼时认为，该潜在收购将能使集团能够提供高中低端全系覆盖的车规级计算 芯片，并为智能汽车提供全场景解决方案。同时，该交易亦将促进集团产品拓展至更广泛的机器人应 用，提供AI推理芯片全系产品及解决方案。其将为集团及标的公司在业务拓展、量产交付、供应链管 理、技术突破等方面实现协同互补，从而进一 ...

Core Viewpoint - Black Sesame Intelligence plans to acquire a majority stake in Yizhi Electronics through a combination of equity acquisition and capital injection, with a total cost ranging from 400 million to 550 million yuan. Upon completion, Yizhi Electronics will become a non-wholly-owned subsidiary of Black Sesame Intelligence, and its financial performance will be consolidated into Black Sesame's financial statements [1][2][3] Group 1 - The acquisition is still under negotiation, and the final transaction terms, including specific equity ratios and payment arrangements, will be determined by a formal agreement between both parties [1][2] - Black Sesame Intelligence has a long-standing focus on automotive-grade intelligent automotive computing chip development, with its "Huashan" and "Wudang" series chips already in mass production for L2 to L3 level Advanced Driver Assistance Systems (ADAS) and intelligent cockpit applications [1][3] - Yizhi Electronics specializes in edge and end-side AI chips, providing system-level solutions around AI machine vision algorithms and SoC chip design, with products covering smart automotive, smart hardware, and smart security applications [1][3] Group 2 - The technological directions of Black Sesame Intelligence in automotive-grade computing platforms and Yizhi Electronics in edge visual AI and edge applications are complementary. If the transaction is successful, Black Sesame is expected to extend its reach into security and consumer-grade smart hardware sectors while maintaining its automotive business advantage [2][3] - Black Sesame Intelligence and other related parties are actively advancing the potential acquisition and related work, with the final transaction agreement expected to be signed by the first quarter of 2026 [2][3]

（文/罗叶馨梅）近日，黑芝麻智能国际控股有限公司（2533.HK，简称"黑芝麻智能"）发布内幕消息公告，更新此前披露的可能收购事项。根据公 告，公司拟通过收购股权及向目标公司注资的方式，收购珠海亿智电子科技有限公司（简称"亿智电子"）的控股权，预期总代价约介乎人民币4亿元 至人民币5.5亿元。 公告显示，本次交易完成后，亿智电子将成为黑芝麻智能的非全资附属公司，其财务业绩将并入集团合并财务报表。本次可能收购事项仍在洽谈过 程中，最终交易条款包括具体股权比例、付款安排等将以双方签署的正式协议为准。 公开资料显示，黑芝麻智能长期专注于车规级智能汽车计算芯片研发，旗下"华山""武当"等系列芯片已在L2至L3级高级驾驶辅助系统（ADAS）、 智能座舱等场景实现量产应用，并与多家整车厂及产业伙伴建立合作。公司近期登陆港交所主板，持续夯实在汽车AI芯片领域的技术与客户基础。 黑芝麻智能在车规级算力平台、亿智电子在端侧视觉AI与边缘应用方面的技术方向具有互补性。若交易落地，黑芝麻智能有望在保持汽车主业优势 的基础上，进一步向安防、消费级智能硬件等领域延伸，形成"车规+端侧"多场景覆盖的产品与方案组合。 黑芝麻智能表示，目前 ...

Core Viewpoint - Black Sesame Intelligence (02533) plans to acquire a majority stake in Zhuhai Yizhi Electronic Technology Co., Ltd. through equity purchase and capital injection, with an expected total cost of approximately RMB 400 million to 550 million [1] Group 1 - The acquisition is expected to be completed in the first quarter of 2026 [1] - Following the acquisition, Zhuhai Yizhi will be considered a non-wholly owned subsidiary of Black Sesame, and its financial performance will be consolidated into the group's results [1] - The company and related parties are actively advancing the necessary work for the potential acquisition [1]

Core Viewpoint - The company plans to acquire a majority stake in Zhuhai Yizhi Electronic Technology Co., Ltd. through equity purchase and capital injection, with an expected total cost of approximately RMB 400 million to 550 million [1] Group 1: Acquisition Details - The acquisition is expected to be completed in the first quarter of 2026 [1] - Following the acquisition, the target company will be considered a non-wholly owned subsidiary, and its financial performance will be consolidated into the group [1] - The company and other related parties are actively advancing the necessary work for the potential acquisition [1]

Core Insights - Black Sesame's stock price has decreased by 7.47% year-to-date, but has seen a recent increase of 4.29% over the last five trading days [2] - The company reported a significant decline in revenue and net profit for the first nine months of 2025, with revenue of 1.469 billion yuan, down 7.52% year-on-year, and a net profit of 6.8193 million yuan, down 83.67% [3] Financial Performance - As of November 20, the number of shareholders for Black Sesame is 92,000, a decrease of 3.16% from the previous period, while the average circulating shares per person increased by 3.23% to 8,030 shares [3] - The company has distributed a total of 211 million yuan in dividends since its A-share listing, with 75.349 million yuan distributed over the last three years [4] Market Activity - On December 2, Black Sesame's stock rose by 2.10%, reaching 6.32 yuan per share, with a trading volume of 85.167 million yuan and a turnover rate of 1.85%, resulting in a total market capitalization of 4.758 billion yuan [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on January 7, where it recorded a net purchase of 5.8916 million yuan [2] Business Overview - Black Sesame Group, established on May 31, 1993, and listed on April 18, 1997, is based in Nanning, Guangxi, and specializes in the research, production, and sales of black sesame products, including black sesame paste and oil [2] - The company's main revenue sources include third-party brand e-commerce (31.97%), drink series (31.01%), selenium-rich foods (23.70%), and other product lines [2]

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：2025-067 南方黑芝麻集团股份有限公司2025年第五次临时股东大会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 特别提示 1、本次股东大会未出现否决提案的情形。 2、本次股东大会未涉及变更以往股东大会已通过的决议。 南方黑芝麻集团股份有限公司（以下简称"公司"）于2025年11月28日采用现场与网络投票相结合的方式 召开了2025年第五次临时股东大会（以下简称"本次股东大会"），审议并通过了相关提案，现将有关情 况公告如下： 一、会议召开情况 1、会议通知情况 公司第十一届董事会2025年第九次临时会议审议并通过了《关于召开公司2025年第五次临时股东大会的 议案》，董事会决定于2025年11月28日以现场与网络投票相结合的方式召开本次股东大会，公司于2025 年11月13日公告了《关于召开2025年第五次临时股东大会的通知》（公告编号：2025-065）。 2、会议召集人：公司董事会 3、会议召开方式：现场投票与网络投票相结合的方式 5、网 ...