GXSH(SZ:000716) Guan Cha Zhe Wang·2025-11-20 10:19Core Insights - The next decade is expected to usher in a "robotic new era," with significant advancements in embodied intelligence and the introduction of the SesameX multi-dimensional intelligent computing platform by Black Sesame Intelligence [1][2][18] Group 1: Product Launch and Technology Development - Black Sesame Intelligence launched the SesameX platform, marking the first commercial deployment platform dedicated to the robotics industry [1][2] - The company aims to leverage its experience in the intelligent automotive sector to drive advancements in robotics, positioning itself as a leader in embodied intelligence [1][2] - The SesameX platform is designed to support automatic deployment, data collection, algorithm iteration, and model updates, which are essential for the practical application of robotics [3][6] Group 2: Technical Architecture and Features - The SesameX platform features a four-layer system architecture, including a computing platform, middleware, atomic application layer, and a neural communication layer [7][15] - Three core computing modules—Kalos, Aura, and Liora—are designed to address different levels of robotic intelligence, from visual perception to cognitive evolution [8][11][13] - The platform emphasizes safety as an integral characteristic, redefining it as "Action = Safety" within the robotics ecosystem [15] Group 3: Industry Collaboration and Ecosystem Development - Black Sesame Intelligence is committed to an open collaboration model, partnering with various stakeholders to promote the commercialization of robotics [16][17] - The company has established strategic partnerships with firms like Joyson Electronics and Hubei Huazhong Electric Power Technology to explore applications of embodied robots in different industries [17] - The launch event included a roundtable forum discussing the future of intelligent robotics, featuring experts from academia and industry [17]