黑芝麻智能发力具身智能产业 拟最高5.5亿收购亿智电子战略互补
Chang Jiang Shang Bao·2025-12-04 00:37

Core Viewpoint - Black Sesame Intelligence is expanding its business into the robotics sector by acquiring Zhuhai Yizhi Electronics, aiming to create a "second growth curve" and enhance its AI chip capabilities for various applications [2][4]. Group 1: Acquisition Details - Black Sesame plans to acquire Zhuhai Yizhi Electronics for approximately 400 million to 550 million yuan, which will make Yizhi a non-wholly-owned subsidiary and integrate its financial performance into Black Sesame's reports [2][4]. - The acquisition is expected to be completed by the first quarter of 2026, with Black Sesame anticipated to gain a majority stake in Yizhi [4]. - Yizhi specializes in high-performance, low-power AI SoC chip development, which complements Black Sesame's existing product offerings and addresses emerging market needs [5][6]. Group 2: Strategic Importance - The acquisition is viewed as a strategic complement rather than mere expansion, allowing Black Sesame to cover a full range of automotive-grade computing chips and enhance its solutions for intelligent vehicles and robotics [5][6]. - Black Sesame's board believes this move will significantly improve its competitive edge in the AI SoC chip market and financial performance through synergies in business expansion, production delivery, supply chain management, and technological breakthroughs [5][6]. Group 3: Robotics Sector Development - Black Sesame has launched the SesameX multidimensional intelligent computing platform, marking its entry into the robotics industry and expanding its focus from intelligent driving to embodied intelligence [6][7]. - The SesameX platform addresses key challenges in the robotics sector, offering a comprehensive solution from hardware to software, and aims to facilitate the commercialization of robotics in collaboration with various partners [7]. - Black Sesame has already established partnerships with brands like Xingcheng Intelligent and Shentingji, applying its solutions in logistics vehicles and robotic systems [7].