智通财经APP获悉，黑芝麻智能(02533)涨近5%，截至发稿，涨4.13%，报17.65港元，成交额4377.43万港元。
消息面上，据黑芝麻智能官微消息，4月11日，在2026智能电动汽车发展高层论坛上，黑芝麻智能创始人兼CEO单记章发表主题演讲，并首次向行业完整展示了华山A2000家族的全新阵容。据介绍，该家族包含四款芯片，全面覆盖从座舱AI化到L4级Robotaxi的全场景算力需求。单记章在演讲中指出，新能源汽车的智能化正从“功能驱动”加速迈向“物理AI驱动”。VLA(视觉-语言-动作)模型配合世界模型，将成为高阶智能驾驶的最佳解决方案。
招商证券国际指出，黑芝麻智能25年收入82.2亿元人民币，同比增长73.4%，得益于智驾产品及具身智能放量。该行指出，行业仍处渗透率提升与技术迭代早期阶段，竞争虽加剧但不改高毛利蓝海赛道属性。黑芝麻智能正由硬件供应商向端侧AI算力平台升级，旗舰A2000芯片核心指标处于第一梯队，其高性价比精准贴合比亚迪、吉利汽车等龙头主机厂降本诉求，渗透率有望提升。此外，公司在具身智能领域转型速度显着领先同业，构筑中长期增长极。
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