黑芝麻智能今日盘中大涨5%,现报27.6元,成交额超2亿港元。公司发布业绩预喜,预计2024年全年收入约4.5亿至5亿元人民币,同比增长44%-60%,实现扭亏为盈,净利润不低于1亿元。这一利好预期主要源于以下几方面原因:
首先,公司自动驾驶产品及解决方案收入持续增长,主因是持续向国内一线车企如比亚迪、东风、吉利等出口车规级芯片和解决方案等产品,并且在量产车型中的使用数量稳步增加。
其次,公司积极拓展产品线并取得突破,使得商用车领域市场渗透率提高。同时,随着政府相关政策的利好发布,公司在车路云一体化等领域的收入有所增加。
此外,公司向投资者发行金融工具,产生了一定公允价值收益,主要源于投资者持有公司附优先权股权的公允价值增加。
市场人士分析称,比亚迪加速推进"智驾平权",为智能驾驶赋能广大民众,将推动智能驾驶产业链协同发展。作为该领域领先公司,黑芝麻智能必将借此东风从中受益。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.