智通财经APP获悉，黑芝麻智能(02533)盘中涨超9%，截至发稿，涨6.96%，报17.82港元，成交额3.74亿港元。
消息面上，黑芝麻智能此前发布年度业绩，2024年营收达4.74亿元，较2023年的3.12亿元实现51.8%的增长，创历史新高；实现净利润3.13亿元，2023年同期为亏损48.55亿元，实现扭亏为盈。公司将产品量产向商用车、专用车、车路云一体化、人形机器人等领域验证和拓展，业务形态和场景更具多元化，不断实现规模效益和商业化突破。
东吴证券指出，黑芝麻智能继续深化与头部车企合作，推动新品C1200、A2000芯片在机器人、工业领域规模化落地，以核心IP构建技术护城河，出货量有望持续提升。方正证券指出，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。
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