黑芝麻智能获无极资本超6亿港元战略配售：助力「智驾+机器人」双芯放量

Core Viewpoint - The strategic placement of shares will inject substantial funds and industrial resources into Black Sesame Intelligence, primarily for the development of next-generation high-performance chips for autonomous driving and robotics, as well as the establishment of overseas R&D centers [2][4]. Group 1: Strategic Placement and Funding - Black Sesame Intelligence announced a subscription agreement with Infini Capital to issue approximately 33,544,600 shares at a price of HKD 18.88 per share, raising about HKD 631 million [2]. - The funds raised will be used for R&D of high-performance chips, construction of overseas R&D centers, and acceleration of product commercialization in key client segments [2][4]. Group 2: Industry Context and Growth Drivers - The strategic placement coincides with a critical business phase for Black Sesame Intelligence, as both high-level autonomous driving and robotics are entering a period of industrialization and scale [4][5]. - The A2000 chip family, utilizing 7nm technology and self-developed NPU architecture, is positioned as a leading product in the domestic autonomous driving chip market, with significant demand expected as the industry moves towards L2+ and L3 level autonomous driving [5]. Group 3: Robotics and AI Integration - The SesameX robotics platform is leading a new paradigm in embodied intelligence, providing comprehensive computational capabilities for robotics through its "full-brain intelligence" system [6][7]. - As the humanoid robot market is set to scale up by 2026, Black Sesame's robotics chip will also enter mass production, creating a dual growth engine alongside its autonomous driving chips [8].