中泰证券此前指出，考虑到公司A1000等芯片已实现量产并有多个定点合作车型，掌握先发优势并搭乘智驾东风，推出国内首款跨域计算芯片C1200，芯片业务前景可期；并且公司具有自研IP核，工具链等配套生态建设完善，在独立性和适配广泛性上具有优势，公司目前正处于高投入的快速成长期，可给予一定的估值溢价。Black Sesame Smart (02533) rose more than 9% in the intraday period. As of press release, it rose 4.88% to HK$25.8, with a turnover of HK$2.754 million.
The Zhitong Finance App learned that Black Sesame Smart (02533) rose more than 9% in the intraday period. As of press release, it had risen 4.88% to HK$25.8, with a turnover of HK$2.754 million.
According to the news, on November 22, Hang Seng Index Company announced the quarterly review results. Black Sesame Intelligence will be included as a component stock of the Hang Seng Composite Index starting December 9. CICC said that according to the current Hang Seng Composite Index adjustments combined with the Hong Kong Stock Connect inclusion requirements, it is expected that Black Sesame Smart may meet the scope of the Hong Kong Stock Connect inclusion.
Zhongtai Securities previously pointed out that considering that the company has achieved mass production of chips such as the A1000 and has a number of designated partner models, mastered the first-mover advantage and used smart driving Dongfeng to launch the first domestic cross-domain computing chip C1200, the chip business prospects are promising; and the company has a perfect supporting ecosystem such as self-developed IP cores and tool chains, which have advantages in terms of independence and adaptability, the company is currently in a period of rapid growth with high investment, which can give a certain valuation premium.
