Core Viewpoint - Black Sesame Intelligence reported a record high revenue of 253 million yuan for the first half of 2025, marking a 40.4% year-on-year increase, while adjusted losses narrowed by 8.9%, indicating sustained high growth for three consecutive years [1] Group 1: Business Performance - The company achieved significant results in commercial progress and financial performance, with rapid business expansion and increased mass production delivery scale [1] - The company deepened collaborations with major clients such as Geely, BYD, Dongfeng, and FAW, leading to continuous deliveries and engineering development of related advanced driving platforms [1][2] - The number of overseas designated models reached a historical high, solidifying the foundation for the company's globalization strategy [2] Group 2: Advanced Driving Solutions - The A1000 series chips have been mass-produced and delivered, with advanced driving solutions implemented in popular models from Geely and Dongfeng [2] - The C1200 series chips have achieved seamless navigation capabilities across various road scenarios, with ongoing testing in multiple cities and upcoming mass deployment in new energy projects [3] - The A2000 series chips are under development, supporting comprehensive NOA applications and featuring advanced algorithms for improved perception and decision-making [3] Group 3: Robotics Solutions - The company developed a motion control solution for robots based on the C1200 series chips, enhancing their movement precision and efficiency [4] - Strategic partnerships with leading bipedal robot companies have led to the development of multimodal perception computing modules, expanding applications in various fields [4] Group 4: Technological Leadership - The company maintains a competitive edge through advanced algorithms and NPU architecture, enhancing commercial expansion and providing full-stack solutions [5][6] - Continuous optimization of core perception architectures has improved accuracy and reduced reliance on high-precision maps, increasing system autonomy and reliability [6] Group 5: Market Expansion and Future Plans - The company is expanding into various scenarios, including unmanned logistics vehicles and smart imaging solutions, achieving commercial success in multiple client projects [7] - Plans to strengthen the edge AI layout through acquisitions of cost-effective, low-power AI chip companies are underway, aiming to lead the edge AI chip sector [7] - The company anticipates accelerated mass production of high-performance chips and the implementation of edge AI strategies, driving the globalization of advanced driving solutions and opening new chapters in the robotics industry [7]

Core Viewpoint - Black Sesame Intelligence reported a significant revenue growth of 40.4% year-on-year, reaching 253 million yuan in the first half of 2025, supported by its global strategy and record high overseas model deployments [2] Group 1: Financial Performance - The company achieved a revenue of 253 million yuan in the first half of 2025, marking a 40.4% increase compared to the previous year [2] Group 2: Autonomous Driving Sector - Black Sesame Intelligence has deepened collaborations with major clients such as Geely, BYD, Dongfeng, and FAW, leading to mass production of the A1000 series chips in several new models [2] - The C1200 series chip solutions have completed testing in multiple cities and are set for mass deployment in various new energy projects [2] - The company aims to establish partnerships for the high-performance A2000 series chips by the end of the year, focusing on advanced algorithm solutions [2] Group 3: Robotics Sector - The company is developing a "brain" perception computing solution based on the A2000 chip and a motion control solution based on the C1200 chip for robotics applications [3] - Strategic collaborations with leading bipedal robot companies are underway to develop multimodal perception computing modules for various robotic applications [3] - Black Sesame Intelligence is actively pursuing acquisitions of cost-effective, low-power AI chip companies to enhance its edge AI capabilities [3]