Core Viewpoint - The commercialization of the robotics platform will accelerate, with the launch of the SesameX multi-dimensional intelligent computing platform by Hezhima Intelligent, marking the industry's first full-stack self-evolving platform for robotic deployment [3][5]. Group 1: Platform Launch and Partnerships - Hezhima Intelligent has officially launched the SesameX platform and announced its first batch of robotic partners, including companies like Yundenshu, Fourier Intelligence, and Lenovo [5]. - The SesameX platform's core value has already been realized through commercial deployments with partners such as Xingcheng Intelligent and Shentingji, applied in various products like logistics vehicles and quadruped robots [5]. - Strategic collaborations have been established with Junsheng Electronics and Hubei Huazhong Electric Power Technology Development Co., Ltd. to explore applications of embodied robots in the power industry [5]. Group 2: Business Strategy and Market Positioning - The entry into the robotics field is seen as an extension of the company's capabilities in the smart automotive sector rather than a cross-industry move [6][12]. - The robotics business is expected to generate revenue starting from the end of 2024, with the recent launch aimed at accelerating commercialization [9][10]. - The company aims to cover a range of computing power products from 0.5T to hundreds of T, positioning itself as a leading AI computing platform and chip supplier in the AI era [29][30]. Group 3: Supply Chain and Competitive Landscape - The localization of the supply chain in the robotics sector is anticipated to be more thorough compared to the automotive industry, with a focus on domestic partnerships [7][29]. - The company acknowledges the competition with international giants like NVIDIA but believes it has a competitive edge due to its technology and understanding of the local market [26][30]. - The company is actively exploring opportunities in overseas markets, leveraging China's advantages in the robotics industry [25][26]. Group 4: Future Outlook and Development - The company emphasizes the importance of finding common ground in commercial applications to meet diverse customer needs [21]. - The strategy involves continuous engagement with industry players to refine products and expand market presence [32]. - The company maintains a consistent strategic direction, focusing on long-term success rather than making abrupt changes [33].
对话黑芝麻智能：想明白后发力机器人业务，具身时代供应链的本土化更彻底
IPO早知道·2025-11-24 03:05