Core Viewpoint - The strategic cooperation agreement between Hezhima (000716) and Jiangsu Zhichi Zhiyuan Holdings aims to enhance collaboration in automotive optical communication technology, advanced packaging, and capital within the industry chain [1][2] Group 1: Areas of Collaboration - The partnership will focus on the joint promotion of optical communication modules in automotive and intelligent terminal applications, developing next-generation vehicle central computing platform scenarios [1] - Both companies will collaborate on developing auxiliary driving domain controllers for passenger and commercial vehicles, targeting L2 and above applications, and facilitating mass production with OEMs [1] - The collaboration will also involve creating AI industrial robot solutions suitable for various industrial production scenarios by leveraging existing chip products and diverse industrial capabilities [1] - The partnership aims to enhance capital-level cooperation around automotive and intelligent terminal applications, promoting improvements in industry application standards [1] Group 2: Market Opportunities and Growth - The strategic cooperation is expected to enable both companies to capture higher market shares in the L2 and above auxiliary driving market while exploring advanced fields like intelligent terminals and next-generation vehicle optical communication [2] - The collaboration will accelerate the productization and commercialization of core technologies, opening new growth opportunities for the company [2] - By partnering with a leader in optical communication modules, the companies aim to meet future demands for lower latency and higher data transmission rates, thereby enhancing transmission speed and timeliness [2] - The initiative is designed to create a sustainable value for investors by establishing a leading ecosystem in the auxiliary driving and intelligent terminal technology sectors [2]

Core Viewpoint - The strategic cooperation agreement between Hezhima Intelligent and Jiangsu Zhichi Zhiyuan focuses on advancing optical communication technology applications in automotive and intelligent terminal sectors, enhancing autonomous driving capabilities, and developing AI industrial robot solutions [1][2]. Group 1: Strategic Cooperation Details - The agreement involves collaboration in four key areas: 1. Promoting the application of optical communication modules in automotive and intelligent terminal fields, and jointly developing optical-electrical co-packaging applications for next-generation vehicle central computing platforms [1]. 2. Developing auxiliary driving domain controller products based on existing automotive-grade auxiliary driving chips, targeting both passenger and commercial vehicles, covering multiple application scenarios from Level 2 and above [1]. 3. Creating AI industrial robot solutions suitable for various industrial production scenarios by combining the group's chip products with Zhichi Zhiyuan's diverse industrial production capabilities [1]. 4. Facilitating capital-level cooperation around automotive and intelligent terminal application scenarios and the upstream and downstream industrial chain to enhance industry application standards [1]. Group 2: Market and Growth Potential - The partnership aims to capture higher market share in the Level 2 and above auxiliary driving market by launching high-performance product solutions [2]. - The collaboration will accelerate the productization and commercialization of core technologies, opening new growth opportunities for the company [2]. - By working with a leader in optical communication modules, the partnership seeks to meet future demands for lower latency and higher data transmission rates in various scenarios [2].

Core Viewpoint - Black Sesame Intelligence Technology Co., Ltd. has entered into a strategic cooperation agreement with Jiangsu Zhichi Zhiyuan Holdings Co., Ltd. to collaborate in various advanced technology fields related to automotive and intelligent terminals [1] Group 1: Areas of Cooperation - The partnership will focus on the application of optical communication technology in automotive and intelligent terminal sectors [1] - Joint development of optical-electrical co-packaging applications for next-generation vehicle central computing platforms will be pursued [1] - Development of auxiliary driving domain controller products suitable for passenger and commercial vehicles based on existing automotive-grade auxiliary driving chips [1] - Collaboration will also include the development of AI industrial robot solutions tailored for various industrial production scenarios, leveraging Zhichi Zhiyuan's diverse industrial production capabilities [1]

Market Overview - The leisure food sector experienced a decline of 1.9% on November 18, with Wancheng Group leading the drop [1] - The Shanghai Composite Index closed at 3939.81, down 0.81%, while the Shenzhen Component Index closed at 13080.49, down 0.92% [1] Individual Stock Performance - Wancheng Group (300972) closed at 174.91, down 3.24% with a trading volume of 13,800 [1] - Lihai Food (300973) closed at 41.91, down 3.19% with a trading volume of 29,500 [1] - Yanjinpuzi (002847) closed at 74.60, down 2.89% with a trading volume of 27,500 [1] - Maiqu'er (002719) closed at 10.05, down 2.62% with a trading volume of 82,600 [1] - Ximai Food (002956) closed at 25.20, down 2.36% with a trading volume of 44,000 [1] - Nanjiao Food (605339) closed at 19.11, down 2.25% with a trading volume of 86,000 [1] - Huangshanghuang (002695) closed at 12.51, down 2.04% with a trading volume of 50,500 [1] - ST Juewei (603517) closed at 13.96, down 1.76% with a trading volume of 85,000 [1] - Guifaxiang (002820) closed at 13.85, down 1.63% with a trading volume of 113,400 [1] - Hezhima (000716) closed at 6.47, down 1.52% with a trading volume of 201,600 [1] Capital Flow Analysis - The leisure food sector saw a net outflow of 222 million yuan from main funds, while retail investors had a net inflow of 254 million yuan [1] - The table of capital flow indicates varying levels of net inflow and outflow among individual stocks, with notable movements in stocks like Huangshanghuang and Guifaxiang [2]

Group 1 - The company has a subsidiary, Shanghai Liduo E-commerce Co., Ltd., engaged in e-commerce distribution and operation services [2] - The subsidiary's operations include some projects that fall under the category of imported cross-border e-commerce [2] - Currently, the revenue contribution from cross-border e-commerce activities is relatively small compared to the company's total revenue [2]

证券代码：000716 证券简称：黑芝麻 公告编号：2025-066 南方黑芝麻集团股份有限公司 关于 2023 年限制性股票激励计划 部分限制性股票回购注销完成的公告 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、本次回购注销已授予但尚未解除限售限制性股票合计 605,500 股，占本次 回购注销前公司总股本比例的 0.08%；回购注销涉及激励对象共 6 人，其中，由 于公司安排工作调动职务发生变更、退休的激励对象所涉限制性股票合计 518,500 股的回购价格为 3.252 元/股；由于辞职、个人层面绩效考核不合格的激励对象所 涉限制性股票合计 87,000 股的回购价格为 3.18 元/股。 2、本次回购资金总额为人民币 1,962,822 元，资金来源为公司自有资金。 3、本次回购注销完成后，公司总股本由 753,489,550 股减至 752,884,050 股。 4、截至本公告披露日，公司已在中国证券登记结算有限责任公司深圳分公司 （以下简称"中登公司深圳分公司"）办理完成本次限制性股票的回购注销手续。 南方黑芝麻集团股份有限公司 ...

Core Viewpoint - Black Sesame Intelligence has successfully integrated its flagship product, the Huashan A1000 automotive-grade high-performance driving assistance chip, into Desay SV's new low-speed unmanned vehicle brand "Chuanxing Zhiyuan" S6 series, enhancing safety and reliability in logistics operations [1] Group 1: Product and Technology - The Huashan A1000 chip features a dual-core lockstep safety processor and an independent safety island, ensuring high safety standards [1] - The chip has received multiple authoritative automotive certifications, including ISO 26262 ASIL-B functional safety certification and AEC-Q100 Grade 2 automotive reliability certification [1] Group 2: Strategic Partnership - The collaboration between Black Sesame Intelligence and Desay SV aims to deepen the application of the Huashan A1000 chip in the Chuanxing Zhiyuan S6, enhancing the competitiveness of low-speed unmanned vehicles in high safety-demand scenarios [1] - Black Sesame Intelligence will continue to provide safety redundancy support for the large-scale deployment of the Chuanxing Zhiyuan S6, helping to establish market advantages [1] Group 3: Market Impact - The partnership is expected to solidify Black Sesame Intelligence's leading position in the low-speed unmanned delivery chip sector [1] - The stock price of Black Sesame Intelligence increased by nearly 4% during trading, reflecting positive market sentiment regarding the news [1]

Group 1 - Black Sesame Intelligence (02533.HK) saw an intraday increase of nearly 4% and is currently up 2.67%, trading at HKD 22.3 [2] - The trading volume reached HKD 135 million [2]

Core Viewpoint - Black Sesame Intelligence has successfully integrated its flagship product, the Huashan A1000 automotive-grade high-performance driving assistance chip, into Desay SV's new low-speed unmanned vehicle brand "Chuanxing Zhiyuan" S6 series, enhancing safety and reliability in logistics operations [1] Group 1: Product and Technology - The Huashan A1000 chip features a dual-core lockstep safety processor and an independent safety island, ensuring high safety standards [1] - The chip has passed multiple authoritative automotive certifications, including ISO 26262 ASIL-B functional safety certification and AEC-Q100 Grade 2 reliability certification [1] Group 2: Strategic Partnership - The collaboration between Black Sesame Intelligence and Desay SV aims to deepen the application of the Huashan A1000 chip in the Chuanxing Zhiyuan S6, promoting the development of safe and durable low-speed unmanned vehicle products [1] - This partnership will strengthen Black Sesame Intelligence's leading position in the low-speed unmanned delivery chip sector and support Desay SV in establishing a competitive market advantage [1]

Core Viewpoint - Black Sesame Intelligence has successfully integrated its flagship product, the Huashan A1000 automotive-grade high-performance driving assistance chip, into Desay SV's new low-speed unmanned vehicle brand "Chuanxing Zhiyuan" S6 series, enhancing safety and reliability in logistics operations [1] Group 1: Company Developments - Black Sesame Intelligence's stock rose nearly 4% during trading, currently up 2.67% at HKD 22.3, with a trading volume of HKD 135 million [1] - The Huashan A1000 chip has passed multiple authoritative automotive certifications, including ISO26262 ASIL-B functional safety certification and AEC-Q100 Grade 2 automotive reliability certification [1] - The collaboration aims to leverage Black Sesame's mature chip technology to enhance Desay SV's low-speed unmanned vehicle products, improving competitiveness in high-safety-demand scenarios [1] Group 2: Industry Impact - The partnership will solidify Black Sesame Intelligence's leading position in the low-speed unmanned delivery chip sector [1] - The company will continue to provide safety redundancy support for the large-scale deployment of the Chuanxing Zhiyuan S6, helping establish market advantages [1]