Shares of BLACK SESAME (02533) rose more than 6% during the morning session. At the time of writing, the stock is up 4.14% to HK$10.81, with a turnover of HK$47.08 million.

A research report from Guotai Haitong Securities notes that the company's A2000 chip is set to be a crucial future growth engine. The chip has already secured designations from leading automakers, with more expected to follow, and mass production is anticipated to commence in 2026. As one of the mainstream high-end intelligent driving computing platforms in the industry, the A2000 is poised to become a significant driver for the company's future growth.

Focus on Embodied Intelligence

It is noteworthy that the company officially launched its SesameX multi-dimensional embodied intelligence platform in November of last year. The report points out that amid the wave of commercialization for embodied intelligence driven by large language models, SesameX is the industry's first dedicated computing platform focused on the commercial deployment of embodied intelligence. This signifies the company's shift from "building the brain for cars" to "building the brain for the intelligent world." In collaboration with partners such as Lenovo, Cloud Deep, and Fourier Intelligence, the company is applying its chip capabilities to the robotics field.