Black Sesame Intelligent (02533.HK): Analysis of Driving Factors for Hong Kong Stock Market Hot Stock

This analysis is based on Tushare dc_hot (East Money App Hong Kong Stock Popularity Ranking) [0]. The main driving factors for Black Sesame Intelligent (02533.HK) becoming a hot stock include launching the SesameX multi-dimensional intelligent computing platform to enter the robotics industry, forming a strategic cooperation with Joyson Electronics, achieving a year-on-year revenue growth of 40.38% in the first half of 2025 (exceeding expectations), the competitive advantage of the Huashan A2000 chip in the autonomous driving SoC market, and the buy rating from CSC Financial, etc. [0].

Black Sesame Intelligent drives market popularity through four dimensions: expansion of technical boundaries (from car brain to robot brain), construction of strategic alliances (cooperation with Joyson Electronics), outstanding financial performance (H1 revenue of 253 million yuan, up 40.38%), and leading core technology (Huashan A2000 chip competing with international giants) [0]. External reports show its industry position in the autonomous driving SoC field [4], and the company profile further verifies its business layout [3].

1. AI and Robotics Integration Positioning
   : Early layout in the core track of embodied intelligence; the SesameX platform opens a new market window of 10 billion yuan [0]
2. Diversification Reduces Risk
   : Business expansion from autonomous driving to robotics reduces reliance on a single field [0]
3. Institutional Recognition Enhances Confidence
   : The buy rating from CSC Financial and attention from industry reports increase market trust [0][3]

• Opportunities
  : The rapid development of the AI and robotics industries brings growth space; technical advantages are converted into market share [0]
• Risks
  : Intensified competition in the chip industry requires continuous R&D investment to maintain technical leadership [0]

Black Sesame Intelligent has become a hot spot in the Hong Kong stock market relying on technological innovation, strategic layout and financial growth. Its long-term potential is recognized by institutions and the market, and it is necessary to pay attention to industry competition dynamics and R&D progress [0][1].