Changes in Hong Kong stocks | Black Sesame Intelligence (02533) rose more than 7%, and the company's assisted driving increased, combined with smart mobility, and Yizhi Electronics is expected to increase revenue elasticity

The Zhitong Finance App learned that Black Sesame Smart (02533) rose more than 7% in the intraday period. As of press release, it had risen 5.54% to HK$9.825, with a turnover of HK$37.995 million.

According to the news, Black Sesame Intelligence recently disclosed the 2026 interim results. Dongwu Securities pointed out that 2026H1's revenue for assisted driving products and solutions was 395 million yuan, +66.8% over the same period last year. High-end assisted driving solutions continued to be mass-produced on a large scale in passenger cars, L2-L3 assembly rates for commercial vehicles and special vehicles increased compared to 2025H1, and unmanned logistics also contributed; smart imaging solution revenue of 16 million yuan, the same as 2025H1; customized intelligence and solution revenue of 47 million yuan, standardized computing power modules and replicable solutions formed second place growth curve.

Dongwu Securities believes that in the second half of 2026, focusing on the official mass production of the Huashan A2000 and mass loading of the Wudang C1200, combined with cooperation with algorithm partners such as Yuanrong and Nullmax, smart driving platformization and software and hardware collaboration are expected to continue to increase the share of ASP and software. The company has completed a 60% equity acquisition of Yizhi Electronics (Yizhi Electronics' 2026H1 revenue of 165 million yuan, a significant improvement over 2025H1), complementing 0.5T-2T entry-level low-power end-side computing power, forming 0.5T to nearly 700 TOPS gradient coverage with high computing power in Huashan/Wudang, and horizontally extending AIoT scenarios such as intelligent hardware and security; it is also expected to increase revenue elasticity.