Black Sesame Intelligence (02533.HK) Hot Stock Analysis: Breakthroughs in Automotive-Grade Chips and Expansion into Robot Track Drive Market Attention

Black Sesame Intelligence (02533.HK), as a leading Chinese company in automotive-grade intelligent vehicle computing chips [0], has recently become a market focus due to several key developments. The company continues to deepen cooperation with mainstream car companies such as Geely, BYD, and Dongfeng [1], expanding its commercial footprint. Meanwhile, it launched the SesameX platform and three core computing modules (Kalos, Aura, Liora), officially entering the new humanoid robot track [3]. This strategic layout responds to the industry trend of cross-border integration. The attention from southbound stock connect funds has increased significantly, with the holding ratio rising by 0.28% to 37.35% [2], reflecting enhanced confidence of mainland investors in the company’s prospects. Technically, the company’s A1000 Pro chip is China’s first autonomous driving SoC with over 100 Tops of computing power [7], and it is developing the A2000 chip with 250+ Tops, whose technical strength has been recognized by the market. Industry data shows that the penetration rate of L2+ and above autonomous driving markets is expected to reach 16% by 2025 [0], providing broad application space for the company’s products.

Cross-domain layout has become the company’s core competitiveness: Expanding from intelligent vehicle chips to the humanoid robot track reflects the versatility of the company’s technology platform and strategic foresight [3]. The continuous inflow of southbound stock connect funds [2] and the company’s technological breakthroughs form a positive cycle, enhancing market liquidity and valuation flexibility. The company’s leading position in domestic high-computing-power chips (such as A1000 Pro) [7] lays a foundation for its advantage in the highly competitive autonomous driving chip market.

: The company’s historical net loss has continued to expand [0], so attention should be paid to the progress of profit improvement; in the past, the stock price fluctuated sharply due to market rumors (once dropping nearly 50%) [4], and investors should be aware of short-term volatility risks driven by sentiment.
: The autonomous driving chip market is growing rapidly [0], and the new humanoid robot track brings incremental space [3]; deep cooperation with leading car companies [1] is expected to translate into sustained revenue growth; the increase in southbound stock connect holdings [2] enhances market liquidity.

Black Sesame Intelligence (02533.HK) has gained high market attention due to breakthroughs in automotive-grade chip technology, diversified cooperation, and expansion into the robot track. The company’s technical strength and strategic layout are in line with industry development trends, but it needs to balance short-term market enthusiasm and long-term profit challenges. Investors can pay attention to the company’s commercialization progress and industry policy dynamics.