东吴证券表示，公司拥有核心IP掌握技术主动权。该行认为公司是具备技术基因和实力的稀缺智驾芯片标的。公司前瞻性布局跨域计算和高算力SoC，武当C1200/华山A2000新产品计划于2025/2026年量产，新产品落地有望驱动业绩高增。该行认为在自主可控背景下，叠加公司开放生态，公司SoC产品及解决方案市占率有望快速提升。Nanfang Black Sesame Group (02533) rose over 4%, as of the time of this report, it increased by 4.01%, priced at 28.1 Hong Kong dollars, with a transaction amount of 9.3489 million Hong Kong dollars.
According to the Zhitong Finance APP, Nanfang Black Sesame Group (02533) has risen over 4%, with a current increase of 4.01%, priced at 28.1 Hong Kong dollars, with a trading volume of 9.3489 million Hong Kong dollars.
On January 2, Nanfang Black Sesame Group reached a deep strategic cooperation agreement with Alibaba Cloud and the automotive technology unicorn Zebra Zhixing, aiming to develop and promote cabin driving integration solutions together, intending to provide a more efficient and intelligent driving experience for the Smart Automobile Industry. Previously, the company announced the launch of its high-performance chip platform designed for the next generation of AI models—the Huashan A2000 family. The A2000 family chip platform carries on the mission of Nanfang Black Sesame Group's Huashan product line, empowering the automotive industry with higher computing power and stronger performance, accelerating advanced intelligent driving to become standard, and establishing a benchmark for universal intelligent driving in all scenarios.
Soochow Securities stated that the company possesses core IP and controls the technology. The firm believes the company is a rare smart driving chip symbol with technical genes and strength. The company is proactively laying out cross-domain computing and high-performance SoC, with the Wudang C1200/Huashan A2000 new products planned for mass production in 2025/2026, and the successful launch of these new products is expected to drive high growth in performance. The firm believes that in the context of self-control and the company's open ecosystem, the market share of the company's SoC products and solutions is likely to see rapid growth.
