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黑芝麻智能(02533)
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if3524 fjd
·
12-24
$黑芝麻智能(02533)$
当智能驾驶步入量产深水区，黑芝麻智能的“双线布局”——智能汽车与具身智能，正成为解读其未来价值的关键线索
$黑芝麻智能(02533)$ 当智能驾驶步入量产深水区，黑芝麻智能的“双线布局”——智能汽车与具身智能，正成为解读其未来价值的关键线索
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莎士比亚的微笑
·
12-23
$黑芝麻智能(02533)$
亿智电子在AI机器视觉算法和SoC芯片设计领域的经验，将助力拓展机器人及边缘计算市场，黑芝麻配合的很好
$黑芝麻智能(02533)$ 亿智电子在AI机器视觉算法和SoC芯片设计领域的经验，将助力拓展机器人及边缘计算市场，黑芝麻配合的很好
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股市指路明灯
·
12-22
$黑芝麻智能(02533)$
今天又是冲高回落的一天，还是差了点意思啊，否则就企稳20以上啦
$黑芝麻智能(02533)$ 今天又是冲高回落的一天，还是差了点意思啊，否则就企稳20以上啦
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Y2301156
·
12-19
$黑芝麻智能(02533)$
黑芝麻，智驾领域的领先者，不考虑存点货过圣诞吗
$黑芝麻智能(02533)$ 黑芝麻，智驾领域的领先者，不考虑存点货过圣诞吗
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编组 21备份 2
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标杆选手
·
12-19
$黑芝麻智能(02533)$
稍微调整一下，黑芝麻智能还是会涨到20以上的
$黑芝麻智能(02533)$ 稍微调整一下，黑芝麻智能还是会涨到20以上的
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打铁不如李铁
·
12-17
$黑芝麻智能(02533)$
中单资金净流入在增加，很明显部分机构在逢低布局看好黑芝麻的后期爆发力
$黑芝麻智能(02533)$ 中单资金净流入在增加，很明显部分机构在逢低布局看好黑芝麻的后期爆发力
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永远的话事人
·
12-16
$黑芝麻智能(02533)$
黑芝麻智能只是短暂调整一下，明天又会涨回来
$黑芝麻智能(02533)$ 黑芝麻智能只是短暂调整一下，明天又会涨回来
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曼曼在海南
·
12-15
$黑芝麻智能(02533)$
华山A2000芯片研发稳步推进，并购将加速其在高阶智驾场景的落地
$黑芝麻智能(02533)$ 华山A2000芯片研发稳步推进，并购将加速其在高阶智驾场景的落地
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编组 21备份 2
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格隆汇
·
12-22
黑芝麻智能荣获“年度港股通卓越奖”：双线布局智能汽车与具身智能，打开长期成长空间
2025年12月22日，黑芝麻智能在格隆汇“金格奖”评选中荣获“年度港股通卓越奖”。 在港股这个以长期资金、基本面逻辑和产业趋势为核心的市场里，这家公司正被越来越多的投资者重新审视，并被置于更长周期的框架下进行评估。 资本市场的关注焦点，已悄然从“能否卖出更多芯片”转向更本质的问题：这家本土智驾芯片的领军企业，是否正在构建更具延展性的增长逻辑？ 当智能驾驶步入量产深水区，黑芝麻智能的“双线布局”——智能汽车与具身智能，正成为解读其未来价值的关键线索。 一、智能汽车芯片：从算力供应商到平台与生态共建者 对资本市场而言，理解黑芝麻智能，仍然要从智能汽车这条主线开始。这不仅是公司当前收入与出货的核心来源，也是市场判断其基本盘是否稳固的关键。 智能驾驶行业正在经历一轮深刻变化。早期的竞争，更多集中在算力参数与技术路线之争；而国内主流OEM发力“智驾平权”，各企业开始发力智驾下沉、技术下放，主机厂真正关心的问题，加快转向系统稳定性、工程化能力、成本结构以及长期供应的可靠性。芯片不再只是“算力模块”，而是整个智能驾驶系统中的基础底座。 黑芝麻智能的战略落地与市场需求高度契合。 一方面，公司持续完善产品矩阵，以适配从入门级到更高阶的智能驾驶需求。 根据公开资料，华山A1000系列芯片已在吉利银河E8、星耀8、东风奕派007、东风奕派008等车型实现量产出货，2025年上半年新增面向海外市场多家客户的多款定点车型。而新一代华山A2000系列芯片采用7nm工艺，算力相当于2颗行业旗舰芯片的性能，能够支持城市NOA全场景应用，并可扩展至L3和L4场景，将在年内与头部车企客户完成定点及量产合作。值得关注的是，武当C1200系列产品预计将于年内量产。黑芝麻智能联合东风汽车、均联智行基于国内首款跨域计算芯片黑芝麻武当C1296芯片打造的舱驾一体化方案已于2025年4月进入量产阶段。 另一
黑芝麻智能荣获“年度港股通卓越奖”：双线布局智能汽车与具身智能，打开长期成长空间
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编组 21备份 2
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永远的话事人
·
12-12
$黑芝麻智能(02533)$
20这里会稳住的，下午强势反弹起来收阳线！
$黑芝麻智能(02533)$ 20这里会稳住的，下午强势反弹起来收阳线！
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电白小白15
·
12-11
$黑芝麻智能(02533)$
分析师共识看好！12家机构中10家给出推荐买入以上评级，仅1家预期卖出，专业认可度极高
$黑芝麻智能(02533)$ 分析师共识看好！12家机构中10家给出推荐买入以上评级，仅1家预期卖出，专业认可度极高
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龙龙行天下
·
12-10
$黑芝麻智能(02533)$
作为人工智能计算平台公司，黑芝麻智能在智能汽车产业积累的研发和量产经验将直接支持机器人领域的新应用，无缝衔接
$黑芝麻智能(02533)$ 作为人工智能计算平台公司，黑芝麻智能在智能汽车产业积累的研发和量产经验将直接支持机器人领域的新应用，无缝衔接
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打铁不如李铁
·
12-09
$黑芝麻智能(02533)$
收购亿智电子可补足黑芝麻智能在轻算力芯片领域的短板，形成高中低全产品线覆盖
$黑芝麻智能(02533)$ 收购亿智电子可补足黑芝麻智能在轻算力芯片领域的短板，形成高中低全产品线覆盖
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行稳致远之
·
12-08
$黑芝麻智能(02533)$
最近日线级别倒是走出了单边上升的趋势，看能到哪个价位吧
$黑芝麻智能(02533)$ 最近日线级别倒是走出了单边上升的趋势，看能到哪个价位吧
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Y2301156
·
12-05
$黑芝麻智能(02533)$
黑芝麻智能基于多元使用场景进行定制化配置，在细节增强、噪声处理、人像增强等多个图像与视频核心维度实现优化，理想是找对人了
$黑芝麻智能(02533)$ 黑芝麻智能基于多元使用场景进行定制化配置，在细节增强、噪声处理、人像增强等多个图像与视频核心维度实现优化，理想是找对人了
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木下上山虎
·
12-04
$理想汽车(LI)$
理想出了AI眼镜，还是跟
$黑芝麻智能(02533)$
合作的，估计用的就是黑芝麻智能的芯片
$理想汽车(LI)$ 理想出了AI眼镜，还是跟$黑芝麻智能(02533)$ 合作的，估计用的就是黑芝麻智能的芯片
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六一玖中路
·
12-03
$黑芝麻智能(02533)$
智驾芯片覆盖了从基础ADAS到高阶自动驾驶的不同算力需求和应用场景，厂商通过技术迭代和生态建设持续推动智能驾驶技术发展，黑芝麻的算力在行业中属前列水平
$黑芝麻智能(02533)$ 智驾芯片覆盖了从基础ADAS到高阶自动驾驶的不同算力需求和应用场景，厂商通过技术迭代和生态建设持续推动智能驾驶技术发展，黑芝...
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永远的话事人
·
12-02
$黑芝麻智能(02533)$
SesameX 不是再做一个更大的模型，或再堆一块更强的芯片，而是重建机器人“应该如何计算”的底层结构，用一套系统平台去回应行业当前最核心的缺口
$黑芝麻智能(02533)$ SesameX 不是再做一个更大的模型，或再堆一块更强的芯片，而是重建机器人“应该如何计算”的底层结构，用一套系统平台去回应...
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智通财经APP
·
12-12
黑芝麻智能(02533)与元戎启行达成深度合作 共推高阶辅助驾驶技术量产落地
智通财经APP获悉，12月12日，黑芝麻智能科技有限公司(以下简称“黑芝麻智能”)与深圳元戎启行科技有限公司(以下简称“元戎启行”)正式签署合作协议。双方在此次合作中将建立资本与业务的双重纽带，叠加各自在芯片技术与辅助驾驶模型与算法领域的核心优势，基于黑芝麻智能(02533)
$黑芝麻智能(02533)$
下一代车规级高性能计算芯片平台，联合打造高性能、高性价比的高阶辅助驾驶解决方案，共同拓展行业应用场景，推进技术规模化落地。 图片1.png 根据合作规划，黑芝麻智能将提供芯片产品及全套应用开发工具链，为解决方案的高效研发奠定硬件基础。元戎启行将依托自身在算法领域的深厚积累，在黑芝麻智能下一代高性能芯片平台上完成高阶辅助驾驶算法的深度适配与优化，与黑芝麻智能联合打造“芯片+算法”的软硬一体解决方案，为车企提供具备高性价比的集成化方案选择。 同时，双方将协同主机厂及产业链上下游资源，重点推进L2+/L3级辅助驾驶方案在头部车企的量产应用，同时探索该方案在Robotaxi等新兴领域的落地场景。此次资本与业务的双重合作，是双方发挥技术互补优势、深化产业协同的重要举措，将进一步巩固本土高性能辅助驾驶平台的技术竞争力，助力构建更具韧性的智能汽车产业链生态。 对于此次合作，黑芝麻智能创始人兼CEO单记章表示：“辅助驾驶的规模化落地离不开芯片与算法的深度协同，黑芝麻智能始终以车规级高性能芯片为核心，构建全栈式技术能力。元戎启行在高阶辅助驾驶算法研发与量产落地方面的实力有目共睹，此次合作通过业务与资本的协同将能更好地推动辅助驾驶技术的演进。我们相信，依托黑芝麻智能芯片的性能优势与元戎启行的算法积淀，双方将打造出更具市场竞争力的高阶辅助驾驶解决方案。” 元戎启行CEO周光表示：“芯片是辅助驾驶的核心算力底座，黑
黑芝麻智能(02533)与元戎启行达成深度合作 共推高阶辅助驾驶技术量产落地
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曼曼在海南
·
12-01
$黑芝麻智能(02533)$
3连阳都实现了，明天再来4连，本周的走势就为本月打下了基础了
$黑芝麻智能(02533)$ 3连阳都实现了，明天再来4连，本周的走势就为本月打下了基础了
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黑芝麻智能
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黑芝麻智能国际控股有限公司是一家主要从事提供车规级计算系统级芯片（SoC）及基于SoC的智能汽车解决方案的公司。该公司的主要产品包括车规级SoC，例如华山系列和武当系列。该公司还提供软件，例如操作系统支持、瀚海自动驾驶解决方案平台（ADSP）中间件和感知算法。该公司主要在国内市场开展业务。
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(1) 建议重选退任董事(2) 建议授出购回股份及发行股份之一般授权(3) 建议续聘核数师及(4) 股东周年大会通告
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02-26
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完成根据一般授权配售新股份
完成根据一般授权配售新股份
02-19
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2024-07-31
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日
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数据加载中...
最高
19.990
今开
19.390
量比
2.02
最低
19.320
昨收
19.290
换手率
1.07%
热议股票
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