黑芝麻智能涨超6%,公司将发布机器人产品线+智能驾驶迎政策利好

格隆汇
Oct 21, 2025

10月21日,黑芝麻智能(2533.HK)涨超6%,最高触及21.96港元。

消息面上,黑芝麻智能首席市场营销官杨宇欣此前出席第七届世界新能源汽车大会时表示,跨域融合将迎来市场爆发点,预期在接下来三至五年时间内L3自动驾驶技术将进入成熟期,整个产业链分工将变得更加有序,而具备成熟量产经验、技术可持续迭代且获得客户认可的厂商将突围而出。他还透露,黑芝麻智能将发布机器人产品线,期望把在汽车行业积累的技术、成功经验以及生态带到新市场。

此外,政策层面,交通运输部、国家发展改革委、工业和信息化部等七部门上月印发《关于“人工智能+交通运输”的实施意见》,加快智能产品创新。《意见》提出,加快智能驾驶系统、远程驾驶座舱等产品研发。机构研报指出,建议重点关注前期布局智能化领域,具备市场、技术、客户优势的零部件企业。

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