黑芝麻智能(2533.HK):超越算力 SESAMEX重塑机器人智能底座
GXSHGXSH(SZ:000716) Ge Long Hui·2025-12-26 04:12

Group 1 - The core viewpoint of the article highlights the launch of the SesameX multi-dimensional embodied intelligent computing platform, which aims to transition robots from being "operational" to "evolving" [1] - The global robotics industry is evolving towards complex tasks, necessitating a stable, scalable intelligent computing foundation to address real-world challenges [1] - The SesameX platform includes three self-developed computing modules (Kalos, Aura, Liora) that are highly integrated with hardware components and compatible with mainstream interfaces, providing a production-level hardware foundation [1] Group 2 - The company is collaborating with Junsheng Electronics to expand into the robotics field, focusing on the development and validation of next-generation embodied intelligent robot control systems and industry solutions [2] - A strategic partnership with Zhichizhi Yuan, a subsidiary of Zhongji Xuchuang, aims to innovate applications of optical communication modules in automotive (assisted driving) and embodied intelligent terminals (robots) [2] - The company plans to develop full-scene assisted driving solutions for passenger and commercial vehicles, covering levels L2 to L4 of autonomous driving needs, by combining chip computing power with high-speed optical transmission [2] Group 3 - Revenue projections for the company are estimated at 810 million, 1.4 billion, and 2.01 billion yuan for the years 2025, 2026, and 2027 respectively, with expected net profits of -1.21 billion, -640 million, and -140 million yuan [2]