HK Stock Market Move | BLACK SESAME (02533) rises more than 6% with bulk shipments of core chip products, laying out the potential for smart body intelligence to bring additional growth.

BLACK SESAME (02533) rose by more than 6% in midday trading, up 5.41% by the time of publication to HKD 12.47, with a trading volume of HKD 27.3269 million. On the news front, earlier this month, BLACK SESAME exhibited its full range of core computing products, self-developed cutting-edge algorithms, mass-produced cross-domain integration solutions, and core intelligent module at GSA2026, showcasing its full-stack technical strength in intelligent driving, cockpit integration, and intelligent applications in various fields. The Huashan series dual-core chips were all on display, with the Huashan A1000 chip already achieving large-scale commercial deployment, and the Huashan A2000 chip fully adapted for general-purpose assisted driving across all scenarios, with single-chip computing power reaching up to 1000 TOPS, supporting multi-chip cooperation to meet demands for cockpit intelligence, urban NOA, L3 autonomous driving, L4 Robotaxi, and other scenarios. In addition, the SesameX multi-dimensional intelligent computing platform made its debut, with a clear layout of its overall business strategy. Haitong CKS believes that the successful return of the company's A2000 chip is expected to bring good returns, and positioning in the intelligent embodiment track is expected to bring new growth opportunities. The firm pointed out that while A1000 continues to ship, A2000 is the key driver for future growth. Models equipped with the A1000 family chips have been continuously shipping, from Geely Galaxy to Dongfeng Yipai to Hongqi. By the end of 2025, the A2000 chip successfully completed its return. The chip has already been designated by leading car manufacturers, and more designations are expected in the future, with mass production expected to start in 2026. In terms of intelligent embodiment, SesameX is the industry's first dedicated computing platform focusing on the commercial deployment of intelligent embodiment, signaling the company's shift from "building the brains of cars" to "building the brains of the intelligent world."