HK Stock Market Move | BLACK SESAME (02533) rises over 7% as intelligent driving and Siasun Robot & Automation business synergies break through. Revenue for the first half of the year is expected to increase by over 80%.

BLACK SESAME (02533) has risen by over 7%. As of the time of writing, it is up 7.01%, priced at HKD 12.37, with a transaction volume of HKD 75.4342 million. In the news, BLACK SESAME has recently released its semi-annual profit forecast. Revenue for the first half of 2026 is expected to exceed HKD 458 million, representing a year-on-year increase of over 81.1%; the net loss is expected to be no more than HKD 820 million, roughly in line with the same period last year. The rapid revenue growth is primarily due to breakthroughs in synergies between two major business areas: Siasun Robot & Automation-related solutions, modules, and chips are accelerating in implementation, with the company becoming a long-term partner of leading domestic Siasun Robot & Automation manufacturers, significantly increasing revenue contribution compared to the same period last year; high-end driver assistance solutions continue to be mass-produced and delivered in the passenger vehicle market, with significant year-on-year growth in the assembly rate of L2-L3 level driver assistance in commercial vehicles and specialty vehicles. It is noteworthy that the founder and CEO, Shan Jizhang, is voluntarily extending the share lock-up commitment for the second time, locking in for another 12 months after the original lock-up period expires on August 7, demonstrating the management's firm confidence in the company's long-term development. In addition, the company announced on July 29 that it has reached a strategic cooperation agreement with Zhengxing Innovation, where both parties will jointly promote the globalization of embodied intelligence, leveraging their core advantages in edge AI chips and the field of embodied intelligence.