Analysis of Black Sesame Intelligent (02533.HK) Becoming a Hot Stock in Hong Kong

Black Sesame Intelligent (02533.HK), a major player in China’s automotive AI chip sector, may be driven by multiple factors to become a hot stock in Hong Kong [0]. First, the automotive AI chip industry where the company operates is in a stage of rapid growth. With the popularization of intelligent driving technology, industry demand continues to rise [2][3]. Second, the company’s fundamentals are stable: 2024 revenue reached RMB 472 million, a year-on-year increase of 51.8%, with autonomous driving product revenue accounting for over 85% of total revenue; cumulative chip shipments exceeded 152,000 units, applied in leading automakers such as Geely and Dongfeng [2]. In addition, technical factors may also boost its popularity: the stock price has recently been near the 52-week low range (HKD 14.500-19.290), rising about 32.9% from the relative low, attracting short-term investor attention; meanwhile, the trading volume reached 6.8721 million lots with a volume ratio of 2.02, far higher than the 10-day average, indicating increased trading activity [4].

Although there is a lack of direct news reports from December 28-29, 2025, the popularity of Black Sesame Intelligent reflects the market’s long-term optimism about the automotive AI chip track through comprehensive industry, company, and technical analysis. As the world’s third-largest supplier of automotive-grade high-computing power SoC [3], the company has competitive advantages in technology and market share, and investments from giants like Xiaomi have further strengthened market confidence. The current price is close to the 52-week low, which may trigger bottom-fishing sentiment and drive volume growth [4].

1. The automotive AI chip industry is growing rapidly, and market demand continues to expand [2][3];
2. As an industry leader, the company is expected to benefit from the popularization of intelligent driving technology;
3. The current price is at a relatively low level, and there may be room for a short-term rebound.

1. Fierce industry competition, facing competitive pressure from domestic and foreign giants [3];
2. The stock price has fluctuated greatly within 52 weeks, with high short-term price volatility risks [4];
3. Chip development has a long cycle and large investment, and technology updates are fast, so there are technical development risks [2].

Black Sesame Intelligent (02533.HK) has become a hot stock in Hong Kong due to the prospects of the automotive AI chip industry, the company’s fundamental performance, and technical factors. The company’s 2024 revenue increased significantly, chip shipments continued to rise, and it is in a leading position in the industry. The current price is close to the 52-week low, and trading volume has increased, indicating market attention. Investors need to pay attention to risks such as industry competition, valuation fluctuations, and technical development, while seizing long-term opportunities brought by industry growth.