金吾财讯 | 黑芝麻智能(02533)股价发力，截至午间收盘，涨9.47%，报22.6港元，成交额5.03亿港元。消息面上，3月3日，吉利汽车对外正式发布了“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提供解决方案的供应商黑芝麻智能，其华山A1000方案为千里浩瀚H1提供了助力，该智驾系统全系均标配两颗黑芝麻智能华山芯片A1000。中泰证券分析指出，鉴于黑芝麻智能的A1000等芯片已实现量产，且拥有多个定点合作车型，占据先发优势，又赶上智能驾驶发展的东风，还推出了国内首款跨域计算芯片C1200，其芯片业务前景十分可观。另外，公司具备自研IP核，配套的工具链等生态建设也较为完善，在独立性和适配广泛性方面具备优势。目前，公司正处于高投入的快速成长期，可给予一定的估值溢价。
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