FAD2.0 基于华山 A2000 芯片开发，该芯片已通过美国商务部与国防部的相关审查，获准在全球范围内销售和应用。黑芝麻智能表示，该公司成为国内首家 通过此类审查的企业，标志着 A2000 芯片进入规模化应用阶段，为辅助驾驶商业化提供核心算力支持。 IT之家从官方获悉，FAD2.0 开放平台包含 A2000 高算力计算平台、配套软件 SDK、AI 工具链、端到端及视觉语言模型参考模型，并支持第三方算法和软 件生态。 在技术实现上，平台提供桌面级与车规级双重接口，采用可扩展核心板设计，以降低外设更换成本和系统集成周期。软件 SDK 开放 Linux 内核与驱动源 码，内置实时性补丁，支持客户灵活接入超过 24 路摄像头及 4 路万兆以太网等高带宽传感器，同时提供 Ubuntu 环境加速软件调试。 其 AI 工具链基于行业标准 MLIR 框架，可部署与优化从 CNN、BEV 到端到端、视觉语言模型等多种结构，并通过工具链提升模型量化精度与稀疏加速效 率。平台已集成 Classic AUTOSAR 与 Hypervisor+RTOS 等第三方解决方案，确保系统满足车规级可靠性与量产要求。 安全方面，A2000 芯 ...

Core Insights - Black Sesame Intelligence showcased its latest achievements in assisted driving, embodied intelligence, and consumer electronics at CES 2026, marking its strategic shift from "driving assisted driving" to "promoting intelligent evolution" [2] Group 1: Assisted Driving Solutions - The company has developed a complete product matrix in the assisted driving sector, featuring the Huashan series chips for assisted driving and the Wudang series for cross-domain computing [3] - The Huashan A2000 chip, which debuted at CES 2026, has received widespread recognition for its performance and has been successfully integrated into mass-produced vehicles in collaboration with major automakers [3] - The Wudang C1296 chip made its overseas debut, enabling a comprehensive solution for digital dashboards, smart cockpits, and assisted driving, showcasing high integration with partners like Dongfeng and Continental [4] Group 2: Embodied Intelligence - Black Sesame Intelligence introduced the SesameX multi-dimensional embodied intelligence computing platform, aimed at providing an open and scalable foundation for robotic applications, marking its first overseas appearance [5] - The platform includes various series to meet different robotic needs, promoting the industrial application of embodied intelligence [5] Group 3: AI Imaging Solutions - The company's AI imaging solutions have been widely adopted in consumer electronics, with over 500 million devices equipped globally [6] - A strategic acquisition of Yizhi Electronics enhances its capabilities in low-power, cost-effective AI SoC chips, with related products showcased at CES [6] - The AI imaging solutions are integrated into various consumer electronics, providing enhanced user experiences through advanced algorithms [7]

Core Insights - Black Sesame Intelligence, a smart automotive chip company, is actively pursuing significant capital actions shortly after its IPO, including a private placement and strategic investments to enhance its market position in AI and robotics [1][4]. Group 1: Capital Actions - The company plans to issue a total of 30.13 million shares at a subscription price of HKD 18.88 per share, raising approximately HKD 568 million, with 90% of the funds earmarked for strategic mergers and investments in AI chips and related technologies [1][4]. - A strategic investment of RMB 500 million from Wu Yuefeng Science and Technology is also announced, aimed at bolstering the company's positioning in edge AI and embodied intelligence [3][4]. Group 2: Strategic Acquisitions - Black Sesame announced a strategic acquisition of a 60% stake in Yizhi Electronics for approximately RMB 478 million, marking its entry into the edge AI market [1][5]. - The acquisition is structured through a combination of share transfer and capital increase, with Yizhi Electronics expected to contribute to Black Sesame's financial performance post-acquisition [6][7]. Group 3: Product Development and Market Positioning - The company showcased its latest advancements at CES 2026, including the Huashan A2000 chip, which achieved a record for deploying high-level autonomous driving algorithms within 10 days and is the only domestic product approved for global sales by the U.S. government [2][3]. - The acquisition of Yizhi Electronics is expected to enhance Black Sesame's product offerings, allowing for a comprehensive range of automotive-grade chips from high-end to low-power solutions, thereby addressing various market needs [7].

1月8日，黑芝麻智能与知名产业投资机构武岳峰科创及其产业合作伙伴（上海虹桥小镇投资集团）达成战 略投资意向。武岳峰领投的联合投资方预计将向黑芝麻智能提供合计5亿元人民币的长期战略投资，坚定 支持黑芝麻智能在端侧AI和具身智能领域的投资并购与生态构建。 武岳峰及联合投资方此次战略入股，是对黑芝麻智能核心技术产品优势及战略的认可。公司华山A2000芯 片顺利通过美国商务部及国防部审查并获准在全球销售与应用，作为国内唯一一家通过此类审批的公司， 标志着黑芝麻智能技术实力与商业化能力迈上全新台阶。作为全球少数能够提供高算力智驾及端侧AI推理 芯片的企业，黑芝麻智能将依托A2000芯片为公司下一步在高阶智驾和具身智能全球市场推广打开空间。 黑芝麻智能拟将该笔投资专项投入于端侧AI和具身智能产业链战略布局，通过投资、并购等方式整合拥有 核心技术和产品的优质标的，全面加速黑芝麻智能的业务拓展和市场占领。 武岳峰领投的联合投资方预计将向黑芝麻智能提供合计5亿元人民币的长期战略投资，坚定支持其在端侧 AI和具身智能领域的投资并购与生态构建。 商务合作 商务活动｜宣传推广｜转载开白等 联系电话｜18355423366 END 如 ...

Core Insights - Black Sesame Technology has reached a strategic investment intention with Wu Yuefeng Science and Technology and its partners, aiming to receive a total of 500 million RMB for long-term strategic investment to support its development in edge AI and embodied intelligence [1] - The company’s high-performance all-scenario intelligent driving chip, Huashan A2000, has passed relevant reviews by the U.S. Department of Commerce and the Department of Defense, allowing for global sales and application, marking its entry into the scale application phase [1] - Black Sesame Technology reported a revenue of 253 million RMB in the first half of this year, a year-on-year increase of 40.4%, but recorded a net loss of 762 million RMB, indicating a shift from profit to loss [1] Investment and Strategic Moves - The investment will be specifically allocated to the strategic layout of the edge AI and embodied intelligence industry chain, integrating quality targets with core technologies and products through investments and acquisitions [1] - Recently, Black Sesame Technology announced the completion of a strategic controlling acquisition of Yizhi Electronics, indirectly holding 60% of its shares, which is seen as a key move to expand edge intelligent solutions and explore new growth paths [2] - In November last year, the company launched the SesameX multidimensional embodied intelligent computing platform, marking its entry into the humanoid robot sector [2]

Core Viewpoint - The company, Hezhima Intelligent, has launched its high-performance all-scenario intelligent driving chip, the Huashan A2000, which has been approved for global sales and application, marking a significant step towards the commercialization of advanced intelligent driving solutions [1][2]. Group 1: Financial Performance - Hezhima Intelligent's total R&D expenditure from 2020 to the first half of 2025 amounts to 5.03 billion yuan, with the expectation that sales of its chips will help dilute these costs over time [3]. - The company reported a net profit of 313 million yuan for 2024, primarily due to a 2.047 billion yuan accounting gain from the conversion of redeemable convertible preferred shares into common stock, which did not significantly impact cash flow [2]. - As of June 30, 2025, Hezhima Intelligent's cash and cash equivalents stood at 1.966 billion yuan, nearly equal to the 1.925 billion yuan in expenses incurred in 2024, indicating a need for self-sustainability [3]. Group 2: Product Development and Market Expansion - The Huashan A2000 chip has entered the mass application phase, providing essential computing power for the commercialization of high-level intelligent driving [2]. - Hezhima Intelligent's A1000 series chips have been mass-produced and delivered in various models, including those from Geely and Dongfeng, while the commercialization of the C1200 series is progressing steadily [2]. - The company is expanding its application scenarios beyond vehicles to include robotics and other AI-driven sectors, indicating a broadening of its market reach [3]. Group 3: Strategic Acquisitions - Hezhima Intelligent announced the acquisition of a 60% stake in Yizhi Electronics for 478 million yuan, which will allow the company to offer a full range of automotive-grade computing chips and expand into broader robotics and AI applications [4]. - Yizhi Electronics has made performance commitments to achieve revenues of no less than 300 million yuan, 400 million yuan, and 500 million yuan for 2026, 2027, and 2028, respectively, along with net profits of at least 5 million yuan, 35 million yuan, and 50 million yuan [4]. - The acquisition may lead to a reduction in cash reserves or an increase in short-term liabilities for Hezhima Intelligent, as it continues to invest in sales and marketing efforts, with sales costs reaching 190 million yuan in the first half of 2025, a significant increase from 90.064 million yuan in the same period the previous year [4].

Core Viewpoint - The company, Hezhima Intelligent, has launched its high-performance all-scenario intelligent driving chip, the Huashan A2000, which has been approved for global sales and application, marking a significant step towards the commercialization of advanced intelligent driving technology [2][3]. Group 1: Financial Performance - Hezhima Intelligent's total R&D expenditure from 2020 to the first half of 2025 amounts to 5.03 billion yuan, indicating a substantial investment in technology development [4]. - The company reported a net profit attributable to shareholders of 313 million yuan for 2024, primarily due to a 2.047 billion yuan accounting gain from the conversion of redeemable convertible preferred shares into ordinary shares [3]. - As of June 30, 2025, Hezhima Intelligent's cash and cash equivalents stood at 1.966 billion yuan, nearly equal to the 1.925 billion yuan in expenses incurred in 2024, highlighting the need for the company to achieve self-sustainability [4]. Group 2: Product Development and Market Expansion - The Huashan A2000 chip is now entering the stage of large-scale application, providing essential computing power for the commercialization of high-level intelligent driving [3]. - Hezhima Intelligent has successfully mass-produced its A1000 series driving assistance solutions for several new vehicle models, including those from Geely and Dongfeng, while the commercialization of the C1200 series is progressing steadily [3]. - The company is expanding its application scenarios beyond vehicles to include robotics and other AI applications, indicating a broader market strategy [5]. Group 3: Strategic Acquisitions - Hezhima Intelligent announced the acquisition of a 60% stake in Yizhi Electronics for a total transaction price of 478 million yuan, which will allow the company to offer a full range of automotive-grade computing chips [6]. - Yizhi Electronics has made performance commitments to achieve revenues of no less than 300 million yuan, 400 million yuan, and 500 million yuan in 2026, 2027, and 2028, respectively, along with net profits of at least 5 million yuan, 35 million yuan, and 50 million yuan [6]. - The acquisition may lead to a reduction in cash reserves or an increase in short-term liabilities for Hezhima Intelligent, as it continues to invest in sales and marketing efforts, with sales costs reaching 190 million yuan in the first half of 2025, a significant increase from 90.064 million yuan in the same period the previous year [6].

Core Viewpoint - The company Hezhima Intelligent has launched its high-performance all-scenario intelligent driving chip, the Huashan A2000, which has been approved for global sales and application, marking a significant step towards commercialization in the autonomous driving industry [1][2]. Group 1: Financial Performance - Hezhima Intelligent's total R&D expenditure from 2020 to the first half of 2025 amounts to 5.03 billion yuan, with the expectation that previous R&D investments will continue to dilute as chip sales increase [3]. - In 2024, the company achieved a net profit attributable to shareholders of 313 million yuan, primarily due to a 2.047 billion yuan accounting gain from the conversion of redeemable convertible preferred shares into ordinary shares post-IPO [2]. - As of June 30, 2025, Hezhima Intelligent's cash and cash equivalents stood at 1.966 billion yuan, nearly equal to the 1.925 billion yuan in expenses incurred in 2024, indicating a need for the company to achieve self-sustainability [3]. Group 2: Product Development and Market Expansion - The Huashan A2000 chip is now entering the stage of large-scale application, providing essential computing power for advanced intelligent driving solutions [2]. - Hezhima Intelligent has successfully mass-produced its A1000 series chip for various models, including those from Geely and Dongfeng, while the commercialization of the C1200 series is progressing steadily [2]. - The company is expanding its application scenarios beyond vehicles to include robotics and other AI applications, as stated by the CEO [4]. Group 3: Strategic Acquisitions - Hezhima Intelligent announced the acquisition of a 60% stake in Yizhi Electronics for 478 million yuan, which will allow the company to offer a full range of automotive-grade computing chips and expand into broader robotics and AI applications [4]. - Yizhi Electronics has committed to achieving revenues of no less than 300 million yuan, 400 million yuan, and 500 million yuan in 2026, 2027, and 2028, respectively, along with net profits of at least 5 million yuan, 35 million yuan, and 50 million yuan [4]. - However, Yizhi Electronics reported losses of 113 million yuan and 87.982 million yuan in 2023 and 2024, respectively, raising concerns about its ability to meet performance commitments [5].

Core Insights - Black Sesame Intelligence has launched its high-performance all-scenario intelligent driving chip, the Huashan A2000, which has been approved for global sales and application, marking a significant step towards commercializing advanced intelligent driving solutions [1][2] - The company has invested a total of 5.03 billion yuan in R&D expenses from 2020 to the first half of 2025, and as its chip sales increase, these costs will continue to dilute over time [2][3] Group 1: Product Development and Commercialization - The Huashan A2000 chip is now entering the stage of large-scale application, providing essential computing power for the commercialization of high-level intelligent driving [1] - Black Sesame's A1000 series chips have been mass-produced and delivered in several new vehicle models, while the commercialization of the C1200 series is progressing steadily [1][2] Group 2: Financial Performance and Projections - In 2024, the company reported a net profit of 313 million yuan, primarily due to the conversion of redeemable convertible preferred shares into common stock, resulting in a book gain of 2.047 billion yuan, which did not significantly impact cash flow [2] - As of June 30, 2025, Black Sesame had cash and cash equivalents of 1.966 billion yuan, nearly equal to the 1.925 billion yuan in expenses incurred in 2024, indicating a need for the company to achieve self-sustainability [2] Group 3: Strategic Expansion and Acquisitions - Black Sesame has acquired a 60% stake in Yizhi Electronics for 478 million yuan, which will allow the company to offer a full range of automotive-grade computing chips and expand into broader robotics and AI applications [3] - Yizhi Electronics has committed to achieving revenues of no less than 300 million yuan, 400 million yuan, and 500 million yuan in 2026, 2027, and 2028, respectively, along with net profits of at least 5 million yuan, 35 million yuan, and 50 million yuan [3]

Core Insights - Black Sesame Intelligence showcased its latest achievements in assisted driving, embodied intelligence, and consumer electronics at CES 2026, marking its strategic shift from "driving assisted driving" to "promoting intelligent evolution" [2] Group 1: Product Launches - The company introduced the Huashan A2000 chip, a high-performance all-scenario intelligent driving chip, which has received industry-wide recognition and is set to enhance intelligent assisted driving applications [3] - The Wudang C1296 chip was also presented, which integrates digital dashboard, smart cockpit, and intelligent assisted driving functionalities, driving the evolution of automotive electronic architecture [4] Group 2: Strategic Partnerships - Black Sesame Intelligence announced a strategic partnership with Shentianji, which launched the world's first dual-wheel outdoor companion robot, Rovar, utilizing the SesameX multi-dimensional embodied intelligence computing platform [5] - The collaboration aims to integrate the core computing module Aura into Rovar, enhancing the robot's capabilities and facilitating its deployment in outdoor scenarios [6] Group 3: Technological Advancements - The Huashan A2000 chip features a large-core architecture and algorithmic design, significantly improving the performance and safety of assisted driving systems in complex scenarios [3] - The SesameX platform is designed to provide an open, scalable, and mass-producible intelligent computing base for robots, supporting various robot forms and complexities [5]