金吾财讯 | 黑芝麻智能(02533)早盘股价震荡走高，截至发稿，报17.2港元，涨3.24%，成交额1.23亿港元。消息面上，国信证券表示，公司A2000芯片全面覆盖从城市NoA到全无人驾驶Robotaxi自动驾驶场景，正在与一级供应商合作开发A2000智驾方案，争取实现获得头部大客户对A2000芯片的车型定点。A2000家族芯片结合C1200家族芯片，能够为具身智能机器人提供领先的“大脑”和“小脑”平台方案。目前，黑芝麻智能与傅利叶、武汉大学刘胜院士团队等已在灵巧手及人形机器人达成合作。2025年，公司陆续与多家机器人主体企业合作，预计芯片产品和方案将在今年实现批量出货。方正证券表示，随公司A2000产品发布，武当跨域融合系列产品落地，机器人+车路云多产品线布局，公司有望在高阶智驾蓝海市场取得突破，预计公司2025-2027年实现收入8.8/14.9/21.4亿元，归母净利润-8.9/-2.9/1.2亿元，给予“推荐”评级。
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