Group 1 - The company announced a non-binding letter of intent to acquire a target company focused on developing and selling high-performance, low-power AI system-on-chip (SoC) solutions [2] - The target company has achieved self-research for most of its intellectual property, including ISP, NPU, and analog IP, and provides full-stack solutions primarily in automotive intelligence and edge AI applications [2] - The potential acquisition is expected to enhance the company's ability to offer a full range of automotive-grade computing chips and comprehensive solutions for smart vehicles, as well as expand into broader robotics applications [2] Group 2 - The company is one of the few in China to launch high-performance autonomous driving chip solutions, with its A1000 series chips already in mass production with major automakers like Geely, Dongfeng, and BYD [3] - The A1000 series chips support a high-speed NOA solution that has achieved nationwide highway coverage and coverage in major urban expressways [3] - The Wudang C1200 series chips have completed functional verification for urban no-map NOA and established deep collaborations with companies such as FAW, Dongfeng, Aptiv, Joyson Electronics, and Zebra Smart Mobility [3]

黑芝麻智能正以自主创新推动智能驾驶从"技术尝鲜"迈向"全民普惠"。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， 黑芝麻智能国际控股有限公司 （以下简称 "黑芝麻智能"）于 3 月 3 1 日公 布了 2 024 年业绩报告，这也是其自 2 024 年 8月8日登陆港交所、成为" 智能汽车 AI芯片第一 股 "后发布的首份年报。 财报显示， 2 024 年 黑芝麻智能 的营收同比增长至 51.8% 至 4 .74 亿元，毛利从 2 023 年的 0 .77 亿元大幅增长 1 52.4% 至 1 .95 亿元，毛利率亦从 2 023 年的 2 4.7% 增加超 1 6 个百 分点至 4 1.1% 。 在 单记章 看来 ，智能驾驶的发展离不开强大的计算能力。 随着后大模型时代的到来，混合架构与 端侧推理成为主流方向，对芯片的性能和能效提出了更高要求。黑芝麻智能通过不断优化带宽、算法 和架构，持续突破计算芯片的性能瓶颈，为智能驾驶的全面普及奠定了基础。 此外， 随着 中国已全面迎来智驾平权新时代 ， 黑芝麻智能正以自主创新推动智能驾驶从 "技术尝 ...

Group 1 - The core viewpoint of the article highlights the significant growth of Hezhima Intelligent, with a revenue increase of 51.8% in 2024, reaching 474 million yuan, marking a historical high [1] - The gross profit margin improved from 24.69% in 2023 to 41.1% in 2024, indicating successful implementation of large-scale production and cost-reduction strategies [1] - The growth is attributed to the acceleration of global automotive intelligence, particularly in the vehicle-mounted SoC chip market, which is expected to exceed 100 billion yuan in China by 2028 [3] Group 2 - Hezhima Intelligent has established deep partnerships with leading automotive companies, enabling continuous increase in production scale across both new energy and fuel vehicles [3] - The A1000 series chips have been mass-produced and delivered to major automotive manufacturers such as Geely, Dongfeng, and BYD [3] - The Wudang C1200 series chips have completed functional validation for urban NOA and have secured mass production agreements with two mainstream OEMs [3] Group 3 - The company is advancing in both domestic and international markets, forming multi-dimensional collaborations with various overseas automotive companies and Tier 1 suppliers [5] - Hezhima Intelligent's strategy encompasses a "chip + algorithm + ecosystem" approach, expanding from passenger vehicles to commercial vehicles and emerging fields like humanoid robots [5] - The company has seen a rapid increase in clients within the commercial vehicle sector, with successful implementations of its Patronus 2.0 system in sanitation vehicles and heavy trucks [5] Group 4 - The global robotics industry is still in its early stages, but advancements in technology and cost reductions are expected to broaden application scenarios, benefiting chip manufacturers like Hezhima Intelligent [8] - Looking ahead to 2025, Hezhima Intelligent plans to accelerate the acquisition of new customers and models, particularly in the new energy sector, to boost chip shipments and revenue [8]