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港股異動丨黑芝麻智能盤中一度升近6% 擬收購AI芯片企業
格隆匯 06-19 15:40
黑芝麻智能(2533.HK)今日盤中一度升5.81%至19.3港元。黑芝麻智能昨日宣佈,擬通過股權收購及注資方式收購一家AI芯片企業。目標公司專注於高性價比、低功耗AI系統芯片(SoC)的研發銷售,其核心IP(含ISP/NPU等)已實現自研,主要服務於汽車智能化及端側AI應用領域。本次收購若達成,有望擴充黑芝麻智能高中低全系計算芯片產品線,強化智能汽車全場景解決方案能力,並協同提升雙方在量產交付及供應鏈管理效率。同時,促進公司產品拓展至更廣泛的機器人應用,提供AI推理芯片全系產品及解決方案,有利於提升業務規模及財務表現,進一步增強公司在AI SoC芯片領域的競爭優勢。開源證券曾發研報,首次覆蓋並給予黑芝麻智能“增持”評級。該行指出,公司是市場領先的車規級智能汽車計算芯片及基於芯片的解決方案供應商,深耕自動駕駛產品及解決方案。公司華山&武當系列產品雙線並驅,發力自動駕駛&跨域計算領域,客户資源豐富,深度受益於智駕平權帶來的自動駕駛解決方案市場規模擴張。該行預計公司2025-2027年收入7.92/12.53/19.42億元,對應同比增速66.9%/58.3%/55.0%。(格隆匯)

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