Black Sesame Intelligence (02533) 2026 Semi-Annual Profit Forecast: Strong Growth in Core Business, Strong Long-term Confidence

The Zhitong Finance App learned that on July 30, Black Sesame Intelligence (02533) released a semi-annual profit forecast for 2026. Revenue for the first half of 2026 is expected to exceed 458 million yuan, a year-on-year increase of more than 81.1%; net loss is expected to be no more than 820 million yuan, which is basically stable compared to the same period last year. There is plenty of growth momentum on the smart car and smart smart track, and the overall business fundamentals are improving.

According to the announcement, the company achieved rapid revenue growth, driven by collaborative breakthroughs in the two major businesses: a sharp increase in robot business revenue, accelerated implementation of robot-related solutions, modules and chips, etc., and has become a long-term partner of leading domestic robot manufacturers, with a significant increase in revenue contribution over the same period last year; advanced assisted driving solutions have achieved continuous large-scale mass production and delivery in the passenger car market, and the passenger car assisted driving business is advancing at a rapid pace; the L2-L3 auxiliary driving assembly rate for commercial vehicles and special vehicles increased significantly compared to the same period last year. It has basically covered leading manufacturers in the field of commercial vehicles and special vehicles.

Furthermore, according to the company's announcement, Shan Jizhang, founder and CEO of Black Sesame Intelligence, voluntarily extended the share ban for the second time. After the original sales ban expired on August 7, 2026, it was once again locked down for 12 months, continuing to demonstrate management's firm confidence in the company's long-term development.