Core Viewpoint - Guosen Securities maintains an "outperform" rating for Hezhima (000716) and projects revenue growth from 8.1 billion to 20.0 billion CNY from 2025 to 2027, with a 40.4% year-on-year increase in total revenue for H1 2025 [1] Group 1: Revenue and Business Segments - In H1 2025, the total revenue reached 2.53 billion CNY, marking a 40.4% increase year-on-year [1] - Revenue from autonomous driving products and solutions was 2.37 billion CNY, up 41.5% year-on-year, driven by increased sales of auxiliary driving chips and solutions alongside the rise in mass-produced vehicles [1] - Revenue from intelligent imaging solutions was 0.16 billion CNY, reflecting a 24.8% year-on-year growth [1] Group 2: Product Development and Market Expansion - The A1000 chip has been mass-produced in several new models including Geely Galaxy E8 and Dongfeng Yipai 007, with new clients in overseas markets [1] - The C1200 chip is set for mass deployment in multiple projects with new energy vehicle clients [1] - The A2000 series chip supports urban NOA and can be expanded to L3 and L4 scenarios, with plans to finalize mass production with leading automotive clients within the year [1] Group 3: Robotics and AI Development - The company is developing a robot "brain" based on the C1200 chip and an embodied intelligence "brain" based on the A2000 chip, collaborating with leading bipedal robot companies [2] - In the unmanned logistics sector, the company is working with ecosystem partners to create an L4 autonomous driving system for low-speed functions in closed environments [2] - The company is actively pursuing acquisitions of cost-effective, low-power AI chip firms to establish leadership in edge AI chip technology [2]

智通财经APP获悉，9月9日，2025德国国际汽车及智慧出行博览会(IAA Mobility 2025)在慕尼黑正式开幕。智能汽车计算芯片引领者黑芝麻智能(02533)再度 登上这一"预演"未来出行面貌的国际舞台(展位号：B2馆A14)，全面展示从舱驾融合到高阶辅助驾驶的"芯"实力，与全球汽车行业领军企业、合作伙伴共同 探索AI驱动下智能汽车的未来。 安全智能底座方案海外首秀，破解跨域融合痛点 车企在跨域融合中往往面临安全与成本难题，借本届IAA Mobility，黑芝麻智能首次向国际市场展示了"安全智能底座"解决方案。该方案以黑芝麻智能旗下 的武当C1200家族跨域融合芯片为核心，通过硬件级安全隔离、平台化算力扩展及全生命周期兼容性设计，为车企提供了从入门到旗舰车型的智能座舱与辅 助驾驶功能无缝升级路径。 这一"安全智能底座"解决方案推动电子电气架构向"舱驾一体"迈出里程碑式一步，帮助车企实现"一次开发、多代复用"，从而大幅降低开发成本、缩短开发 周期，增加市场竞争力。 华山A2000芯片样片现身，打造全场景通识辅助驾驶标杆 黑芝麻智能展台的另一大焦点是华山A2000芯片样片。作为面向下一代AI模型更高性能 ...

黑芝麻易主国资有了新进展。9月8日晚间，黑芝麻发布公告称，目前广西黑五类食品集团有限责任公司（以下简称"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"）正积极履行《股份转让协议》约定义务，黑五类集团已将部分股份质押给广旅大健康；广旅大健康已于2025 年8月22日前将诚意金共1.5亿元支付给黑五类集团。同时，广旅大健康聘请的中介机构就本次交易涉及的尽职调查、审计、评估等各项工作正在积极有 序地进行中。 根据此前协议，黑五类集团拟以6.25元/股的价格向广旅大健康转让1.51亿股，占公司总股本20%，总价款约9.42亿元。交易完成后，黑芝麻的控股股东将 由黑五类集团变更为广旅大健康，实控人将由李汉朝、李汉荣、李玉琦等变更为广西壮族自治区人民政府国有资产监督管理委员会（以下简称"广西国 资委"）。 公开信息显示，广旅大健康成立于2009年，注册资本11.56亿元，是一家国有全资企业，旗下投资企业共8家，涵盖了文旅、健康养老、健康管理等领 域。财务数据显示，截至2024年，广旅大健康总资产60.41亿元，净资产22.3亿元；当年实现主营业务收入1.87亿元，净利润0.72亿元，资金与经营情 ...

Core Viewpoint - The announcement details the progress of the equity transfer agreement between the controlling shareholder, Guangxi Heiwulv Food Group Co., Ltd., and Guangxi Lvfa Health Industry Group Co., Ltd., indicating a significant change in control of the company [1][2]. Group 1: Equity Transfer Details - Guangxi Heiwulv Food Group plans to transfer 150,697,910 shares (20% of total equity) to Guangxi Lvfa Health at a price of 6.25 yuan per share, totaling 942 million yuan [2]. - After the transfer, Guangxi Lvfa Health will hold 150,697,910 shares (20% of total equity), while Guangxi Heiwulv's holdings will decrease from 227,946,277 shares to 77,248,367 shares (from 30.25% to 10.25%) [2]. - The voting rights associated with the transferred shares will be waived by the current shareholders, resulting in a total of 133,071,767 shares (17.66% of total equity) having no voting rights post-transfer [2]. Group 2: Transaction Progress - The parties involved are actively fulfilling their obligations under the transfer agreement, with Guangxi Heiwulv pledging 20 million shares and 50 million shares to Guangxi Lvfa Health [3]. - Guangxi Lvfa Health has paid a sincerity deposit of 150 million yuan, with the remaining transfer payment of 792 million yuan due within 10 working days after the completion of the share transfer [3]. - Due diligence, auditing, and evaluation processes are currently underway by the intermediary agency hired by Guangxi Lvfa Health [3]. Group 3: Legal and Regulatory Considerations - A court in Nanchang plans to execute the disposal of 3.2 million shares held by Guangxi Heiwulv, which are part of the frozen shares, but this will not affect the equity transfer agreement [4]. - If the shares are judicially disposed of, the percentage of shares with waived voting rights will change from 17.66% to 17.24% [4]. - The completion of the transaction is subject to approvals from relevant regulatory bodies, including the State-owned Assets Supervision and Administration Commission and the State Administration for Market Regulation, introducing uncertainty regarding the timing and approval process [4].

公告显示，目前协议双方正积极履行《股份转让协议》约定义务，黑五类集团已分别于2025年8月13 日、8月18日将其持有的公司2000万股、5000万股股份质押给广旅大健康。广旅大健康已于2025年8月22 日前将诚意金共1.5亿元支付给黑五类集团，剩余转让价款7.92亿元待本次转让的标的股份完成过户手续 后的10个工作日内支付。广旅大健康聘请的中介机构就本次交易涉及的尽职调查、审计、评估等各项工 作正在积极有序地进行中。值得注意的是，黑五类集团所持的320万股股份可能面临司法处置，这将影 响其表决权的放弃比例，从17.66%变更为17.24%。本次交易需经过相关部门的审批，是否能顺利完成 尚存在不确定性。 北京商报讯（记者 郭秀娟 实习记者 王悦彤） 9月8日，黑芝麻发布公告称，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"）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《股份转让协议》，拟将其持有的1.51亿股（占公司总股本20%）股份以6.25元/股的价 格转让，转让价款总额为9.42亿元。交易完成后，广旅大健康将成为公司控股股东，而黑五类集团的持 股比例将由30. ...

"这1600亩都属于订单农业，芝麻收割后会以高于市场价10%的价格被食品公司收购。"江西北良农业发 展有限公司负责人吴玉平介绍，该基地今年的芝麻长势良好，亩产能达到150斤左右。 (乡村行·看振兴)走进江西最大黑芝麻县域产区：一派忙碌景象 中新网南昌9月8日电(卢梦梦)初秋时节，位于江西省南昌市进贤县北良智慧农场内的1600亩黑芝麻迎来 丰收。眼下，连绵起伏的田野间，齐腰高的芝麻秆缀满果荚，随着收割机轰鸣驶过，芝麻秆整齐倒下， 农户们紧随其后进行捆扎作业，一派忙碌的景象。 来源：中国新闻网 编辑：郭晋嘉 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 图为航拍江西省南昌市进贤县北良智慧农场千亩芝麻种植基地。(无人机照片)吴敏 摄 指着田间地头的水肥一体化喷灌系统，吴玉平打开了话匣子。"我们这个喷灌系统的中转池连接着当地 十多家养殖场，养殖过程中产生的粪水经发酵形成混合沼液后可以由管道直接输送至田内。沼液不仅能 有效改良土壤 ...

证券代码：000716 证券简称：黑芝麻 公告编号：2025-050 南方黑芝麻集团股份有限公司 关于控股股东协议转让股权暨控制权拟发生变更的进展公告 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。 一、股份转让事项 2025 年 8 月 8 日，南方黑芝麻集团股份有限公司（以下简称"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"）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《股份转让协议》， 约定：黑五类集团拟通过协议转让方式将其持有公司 150,697,910 股（占公司总股 本 20%）的无限售流通股股份转让给广旅大健康；本次股份转让项下标的股份转 让价格为 6.25 元/股，对应转让价款总额为 941,861,937.50 元（含税价）。 同日，黑五类集团、韦清文、李汉荣、李汉朝、李玉琦签署《表决权放弃承 诺》，前述承诺人承诺自《股份转让协议》项下标的股份过户完成之日起，无条 件且不可撤销地放弃股权转让交易后合计持有公司 133,071,767 股股份（占公司总 股本 17.66%）对应的表决权，亦不委 ...

Core Viewpoint - The company, Hezhima (000716), reported that as of August 29, 2025, the number of its shareholders is expected to be approximately 102,000 [1] Company Summary - Hezhima's projected shareholder count indicates a significant level of investor interest and engagement [1]

Core Viewpoint - The announcement details the completion of the first unlock period for the 2023 restricted stock incentive plan of Southern Black Sesame Group Co., Ltd, allowing 3,216,500 shares to be released for trading on September 9, 2025, following the fulfillment of specified conditions [2][3][8]. Summary by Sections Incentive Plan Overview - The first unlock period for the 2023 restricted stock incentive plan has been achieved, with 61 participants eligible to unlock a total of 3,216,500 shares, representing 0.4269% of the company's total share capital [2][12][13]. - The unlock date is set for September 9, 2025, following the approval of the relevant resolutions by the board and supervisory committee on August 28, 2025 [3][7]. Approval Process - The incentive plan was initially approved by the board on December 4, 2023, with subsequent approvals from the supervisory committee and the shareholders' meeting [4][5][6]. - The plan underwent adjustments, reducing the number of participants from 70 to 64 and the total number of shares from 10 million to 9.55 million due to voluntary withdrawals by some participants [10][11]. Unlock Conditions - The first unlock period lasts from 18 months after the completion of the stock grant registration until the last trading day within 30 months from the grant date, allowing for the release of 35% of the granted shares [8][9]. - The board confirmed that the conditions for unlocking the shares have been met, and the necessary procedures for the release have been initiated [9]. Share Structure Changes - The announcement includes a table detailing the changes in share structure post-unlock, excluding shares subject to repurchase and cancellation [16]. - The company will manage the shares held by directors and senior management according to relevant laws and regulations following the unlock [16]. Legal and Compliance - The company has complied with all disclosure obligations and has provided legal opinions regarding the incentive plan and the unlock process [17][18].

Core Viewpoint - The company has successfully completed the first unlock period of its 2023 restricted stock incentive plan, allowing 3,216,500 shares to be released for trading, which represents 0.4269% of the total share capital [1][12]. Summary by Sections Incentive Plan Overview - The incentive plan was approved by the board and the supervisory committee, with independent opinions provided by the independent directors and legal counsel [1][2]. - A total of 61 individuals are eligible for the release of restricted shares [1][12]. Unlock Conditions - The first unlock period conditions have been met, allowing for the release of 35% of the granted shares after 18 months from the grant date [5][6]. - The grant date for the restricted shares was January 31, 2024, with the unlock period ending on August 27, 2025 [5][12]. Performance Assessment - The company achieved a net profit of 77.74 million yuan for 2024, meeting the performance criteria for the first unlock period [6][8]. - The performance assessment for the incentive plan is conducted annually over three years, with specific profit targets set for each year [6][7]. Share Structure Changes - Following the unlock, the total number of restricted shares will decrease from 9,490,000 to 6,273,500, while the total share capital remains at 753,489,550 shares [14]. - The proportion of unrestricted shares will increase from 97.65% to 98.08% after the unlock [14]. Compliance and Legal Review - The company has adhered to all relevant regulations and has received legal opinions confirming the compliance of the unlock process [4][12]. - The supervisory committee has verified the eligibility of the incentive recipients and the conditions for unlocking the shares [2][4].