智通财经APP获悉，黑芝麻智能(02533)午前涨超10%，截至午间收盘，涨10.92%，报22.85港元，成交额4.12亿港元。
消息面上，据证券时报报道，3月3日，吉利汽车对外发布了“千里浩瀚”安全高阶智能驾驶系统。据业内人士透露，车规级智能汽车计算芯片及基于芯片的解决方案供应商黑芝麻智能的华山A1000方案助力了千里浩瀚H1，该智驾系统全系标配黑芝麻智能华山芯片A1000两颗。此外，黑芝麻智能近期发布盈喜，预计2024年收入4.5亿元至5亿元，同比增长44%至60%；预计2024年纯利不低于1亿元，较2023年亏损48.55亿元实现扭亏为盈。
中泰证券指出，考虑到公司A1000等芯片已实现量产并有多个定点合作车型，掌握先发优势并搭乘智驾东风，推出国内首款跨域计算芯片C1200，芯片业务前景可期；并且公司具有自研IP核，工具链等配套生态建设完善，在独立性和适配广泛性上具有优势，公司目前正处于高投入的快速成长期，可给予一定的估值溢价。考虑到搭载放量进度及产业趋势，预计公司2024-2026年收入分别为4.74/7.76/13.73亿元。
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