黑芝麻智能(02533.HK)与智驰致远达成战略合作 加码车载光通信与L2+智驾
Ge Long Hui·2025-11-19 04:22

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].