Core Viewpoint - Black Sesame Intelligence plans to acquire a majority stake in Yizhi Electronics through a combination of equity acquisition and capital injection, with a total cost ranging from 400 million to 550 million yuan. Upon completion, Yizhi Electronics will become a non-wholly-owned subsidiary of Black Sesame Intelligence, and its financial performance will be consolidated into Black Sesame's financial statements [1][2][3] Group 1 - The acquisition is still under negotiation, and the final transaction terms, including specific equity ratios and payment arrangements, will be determined by a formal agreement between both parties [1][2] - Black Sesame Intelligence has a long-standing focus on automotive-grade intelligent automotive computing chip development, with its "Huashan" and "Wudang" series chips already in mass production for L2 to L3 level Advanced Driver Assistance Systems (ADAS) and intelligent cockpit applications [1][3] - Yizhi Electronics specializes in edge and end-side AI chips, providing system-level solutions around AI machine vision algorithms and SoC chip design, with products covering smart automotive, smart hardware, and smart security applications [1][3] Group 2 - The technological directions of Black Sesame Intelligence in automotive-grade computing platforms and Yizhi Electronics in edge visual AI and edge applications are complementary. If the transaction is successful, Black Sesame is expected to extend its reach into security and consumer-grade smart hardware sectors while maintaining its automotive business advantage [2][3] - Black Sesame Intelligence and other related parties are actively advancing the potential acquisition and related work, with the final transaction agreement expected to be signed by the first quarter of 2026 [2][3]

Group 1 - The core announcement is about Black Sesame Intelligence International Holdings Limited's intention to acquire a controlling stake in Zhuhai Yizhi Electronics Technology Co., Ltd. for an estimated total consideration of approximately RMB 400 million to RMB 550 million [1] - Upon completion of the transaction, Yizhi Electronics will become a non-wholly-owned subsidiary of Black Sesame Intelligence, and its financial performance will be consolidated into the group's financial statements [1] - The acquisition is still in negotiation, with final terms including specific equity ratios and payment arrangements to be determined in a formal agreement [1] Group 2 - Black Sesame Intelligence focuses on automotive-grade intelligent vehicle computing chips, with its "Huashan" and "Wudang" series chips already in mass production for L2 to L3 advanced driver assistance systems (ADAS) and smart cockpit applications [4] - Yizhi Electronics specializes in edge and endpoint AI chips, providing system-level solutions around AI machine vision algorithms and SoC chip design, with products covering smart automotive, smart hardware, and smart security applications [4] - The technological directions of Black Sesame Intelligence in automotive computing and Yizhi Electronics in edge visual AI and edge applications are complementary, potentially allowing Black Sesame to extend its reach into security and consumer-grade smart hardware markets [5]

Core Viewpoint - Black Sesame Intelligence (02533) plans to acquire a majority stake in Zhuhai Yizhi Electronic Technology Co., Ltd. through equity purchase and capital injection, with an expected total cost of approximately RMB 400 million to 550 million [1] Group 1 - The acquisition is expected to be completed in the first quarter of 2026 [1] - Following the acquisition, Zhuhai Yizhi will be considered a non-wholly owned subsidiary of Black Sesame, and its financial performance will be consolidated into the group's results [1] - The company and related parties are actively advancing the necessary work for the potential acquisition [1]

Core Viewpoint - The company plans to acquire a majority stake in Zhuhai Yizhi Electronic Technology Co., Ltd. through equity purchase and capital injection, with an expected total cost of approximately RMB 400 million to 550 million [1] Group 1: Acquisition Details - The acquisition is expected to be completed in the first quarter of 2026 [1] - Following the acquisition, the target company will be considered a non-wholly owned subsidiary, and its financial performance will be consolidated into the group [1] - The company and other related parties are actively advancing the necessary work for the potential acquisition [1]

Core Insights - Black Sesame's stock price has decreased by 7.47% year-to-date, but has seen a recent increase of 4.29% over the last five trading days [2] - The company reported a significant decline in revenue and net profit for the first nine months of 2025, with revenue of 1.469 billion yuan, down 7.52% year-on-year, and a net profit of 6.8193 million yuan, down 83.67% [3] Financial Performance - As of November 20, the number of shareholders for Black Sesame is 92,000, a decrease of 3.16% from the previous period, while the average circulating shares per person increased by 3.23% to 8,030 shares [3] - The company has distributed a total of 211 million yuan in dividends since its A-share listing, with 75.349 million yuan distributed over the last three years [4] Market Activity - On December 2, Black Sesame's stock rose by 2.10%, reaching 6.32 yuan per share, with a trading volume of 85.167 million yuan and a turnover rate of 1.85%, resulting in a total market capitalization of 4.758 billion yuan [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on January 7, where it recorded a net purchase of 5.8916 million yuan [2] Business Overview - Black Sesame Group, established on May 31, 1993, and listed on April 18, 1997, is based in Nanning, Guangxi, and specializes in the research, production, and sales of black sesame products, including black sesame paste and oil [2] - The company's main revenue sources include third-party brand e-commerce (31.97%), drink series (31.01%), selenium-rich foods (23.70%), and other product lines [2]

2019年-2025年1-10月全国农副食品加工业出口货值统计图 上市公司：黑芝麻（000716），双汇发展（000895），千味央厨（001215），青岛食品（001219），三 全食品（002216），得利斯（002330），金字火腿（002515），洽洽食品（002557），五芳斋 （603237），安井食品（603345），绝味食品（603517），惠发食品（603536），有友食品 （603697），良品铺子（603719），来伊份（603777），桃李面包（603866） 相关报告：智研咨询发布的《2026-2032年中国营养食品加工行业市场经营管理及发展前景展望报告》 根据国家统计局数据可知：2025年10月全国农副食品加工业出口货值为174.3亿元，同比下降9.4%； 2025年1-10月全国农副食品加工业累计出口货值为1718.6亿元，累计同比下降6.8%。 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为 ...

上市公司：黑芝麻（000716），双汇发展（000895），千味央厨（001215），青岛食品（001219），三 全食品（002216），得利斯（002330），金字火腿（002515），洽洽食品（002557），克明食品 （002661），煌上煌（002695），海欣食品（002702），麦趣尔（002719），龙大美食（002726），桂 发祥（002820） 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 根据国家统计局数据可知：2025年10月全国食品制造业出口货值为106.6亿元，同比下降10.6%；2025年 1-10月全国食品制造业累计出口货值为1129.6亿元，累计同比下降1%。 2019年-2025年1-10月全国食品制造业出口货值统计图 相关报告：智研咨询发布的《2025-2031年中国食品饮料制造行业发展动态及投资前景评估报告》 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000716 证券简称：黑芝麻 公告编号：2025-067 南方黑芝麻集团股份有限公司2025年第五次临时股东大会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 特别提示 1、本次股东大会未出现否决提案的情形。 2、本次股东大会未涉及变更以往股东大会已通过的决议。 南方黑芝麻集团股份有限公司（以下简称"公司"）于2025年11月28日采用现场与网络投票相结合的方式 召开了2025年第五次临时股东大会（以下简称"本次股东大会"），审议并通过了相关提案，现将有关情 况公告如下： 一、会议召开情况 1、会议通知情况 公司第十一届董事会2025年第九次临时会议审议并通过了《关于召开公司2025年第五次临时股东大会的 议案》，董事会决定于2025年11月28日以现场与网络投票相结合的方式召开本次股东大会，公司于2025 年11月13日公告了《关于召开2025年第五次临时股东大会的通知》（公告编号：2025-065）。 2、会议召集人：公司董事会 3、会议召开方式：现场投票与网络投票相结合的方式 5、网 ...

北京大成（南宁）律师事务所 关于南方黑芝麻集团股份有限公司 2025 年第五次临时股东大会的 法律意见书 大成证字[2025]第 144 号 www.dacheng.com 南宁市五象新区盘歌路 4 号碧园中心 A 座 19、20 层（530201） 19-20/F Block A, Biyuan Plaza, No.4 Pange Road, Wuxiang New District, Nanning, Guangxi, 530201, China Tel： +86 771 5511820 Fax： +86 771 5511887 法律意见书 北京大成（南宁）律师事务所 关于南方黑芝麻集团股份有限公司 2025 年第五次临时股东大会的 法律意见书 漏，并承担相应法律责任。 法律意见书 大成证字[2025]第 144 号 致：南方黑芝麻集团股份有限公司 根据《中华人民共和国证券法》（以下简称《证券法》）、《中华人民共和 国公司法》（以下简称《公司法》）和中国证券监督管理委员会《上市公司股东 会规则》（以下简称《股东会规则》）、《深圳证券交易所上市公司股东会网络 投票实施细则》（以下简称《网络投票细则》）等法律 ...

证券代码：000716 证券简称：黑芝麻 公告编号：2025-067 南方黑芝麻集团股份有限公司 2025 年第五次临时股东大会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示 1、本次股东大会未出现否决提案的情形。 2、本次股东大会未涉及变更以往股东大会已通过的决议。 南方黑芝麻集团股份有限公司（以下简称"公司"）于 2025 年 11 月 28 日采 用现场与网络投票相结合的方式召开了 2025 年第五次临时股东大会（以下简称"本 次股东大会"），审议并通过了相关提案，现将有关情况公告如下： 3、会议召开方式：现场投票与网络投票相结合的方式 4、现场会议召开情况： （1）召开时间：2025年11月28日（星期五）下午2:30开始 （2）召开地点：广西南宁市凤翔路 20 号黑芝麻大厦 20 楼公司会议室 （3）会议主持人：董事长李玉珺先生 5、网络投票：通过深圳证券交易所交易系统进行网络投票的时间为：2025 年 11 月 28 日 9:15-9:25、9:30-11:30，13:00-15:00；通过深圳证券交易所互联网投票 系统投票的时 ...