Core Viewpoint - Black Sesame Intelligence (02533) has formed a deep strategic partnership with Zhichi Zhiyuan to promote innovative applications of optical communication modules in automotive assisted driving and embodied intelligent terminals (robots), focusing on high data transmission and low latency requirements. The company maintains a "buy" rating [1]. Group 1: Strategic Partnerships and Innovations - The company has launched the SesameX multidimensional embodied intelligent computing platform, which helps robots evolve from "operational" to "growing" capabilities. This platform includes three self-developed computing modules (Kalos, Aura, Liora) that are highly integrated and compatible with mainstream interfaces, providing a production-level hardware foundation [2]. - The strategic partnership with Junsheng Electronics has expanded into the robotics field, focusing on the development and validation of next-generation embodied intelligent robot control systems and industry solutions [2]. Group 2: Focus Areas and Applications - The collaboration with Zhichi Zhiyuan aims to advance optical communication modules in two core scenarios: automotive assisted driving and embodied intelligent terminals. This partnership addresses the need for high data volume and low latency transmission, enhancing the timeliness of device decision-making and response [3]. - In the smart automotive sector, the company is developing comprehensive assisted driving solutions that cover levels L2 to L4 of autonomous driving, leveraging its automotive-grade assisted driving chip and Zhichi Zhiyuan's optical communication technology to improve the efficiency of processing and interaction of vehicle perception data [3]. - In the field of embodied intelligent terminals, the integration of AI solutions for industrial robots with the company's intelligent chip and Zhichi Zhiyuan's optical communication modules aims to meet core demands such as precise control, real-time interaction, and multi-device collaboration, facilitating the intelligent upgrade of robots in industrial production and smart manufacturing scenarios [3].