从“汽车大脑”到“机器人大脑”，横跨两大高景气赛道的黑芝麻智能有望加速价值跃迁

Core Viewpoint - Black Sesame Intelligence has officially launched the SesameX multi-dimensional computing platform, marking a new phase in the "vehicle-machine" technology collaboration for the robotics sector [1][9]. Group 1: SesameX Platform Overview - SesameX is a comprehensive computing platform designed for commercial deployment in robotics, integrating perception, control, safety, and intelligence [3]. - The platform includes three major computing solutions: SesameX Kalos for commercial service robots, SesameX Aura for multi-tasking and special operation robots, and SesameX Liora as a flagship platform for embodied intelligence and advanced self-evolving robots [5]. Group 2: Technical Specifications - SesameX Liora features over 500 TOPS of efficient NPU computing power, suitable for humanoid robots and advanced bionic robots, with a processing unit comprising 16 Cortex-A78AE CPUs and 6 Cortex-R52 control processors [6]. - The platform supports a wide range of visual perception capabilities, including 24 channels of 1080p video processing at 30fps, and offers extensive I/O options [6]. Group 3: Market Potential and Strategic Positioning - The robotics industry is on the verge of explosive growth, with projections indicating that the humanoid robot market in China could reach 10.471 billion yuan by 2026 and 119.246 billion yuan by 2030, reflecting a compound annual growth rate of 83.7% [8]. - Black Sesame Intelligence aims to leverage its established technology and product advantages from the automotive sector to rapidly build its core competitiveness in the robotics market [7][9]. Group 4: Competitive Advantages - SesameX is the only robotics computing platform that meets automotive safety standards, providing a unique competitive barrier and enabling quick adaptation to high-safety requirement scenarios [8]. - The company has already established partnerships with several robotics manufacturers and has begun mass shipments of related chip products and solutions [8]. Group 5: Future Growth Trajectory - The launch of the SesameX platform represents a strategic shift for Black Sesame Intelligence from empowering smart vehicles to becoming a key player in the broader intelligent terminal market [9]. - This dual focus on both smart vehicles and embodied intelligence is expected to enhance the company's market valuation and accelerate performance release [9].