智通财经APP获悉，黑芝麻智能(02533)早盘涨超6%，截至发稿，涨6.42%，报24.85港元，成交额3.57亿港元。
消息面上，黑芝麻智能此前发布盈喜，预计2024年实现收入约人民币4.5至5亿元，同比增长约44%至60%，预计纯利不低于人民币1亿元，而2023年亏损净额约为人民币48.55亿元。此外，3月3日，吉利汽车举办吉利AI智能科技发布会，其中千里浩瀚H1传感器方案采用10V5R，支持高速NOA以及自动泊车APA，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。
国信证券表示，考虑到黑芝麻智能收入端受益于智能驾驶行业渗透率加速提升，华山和武当系列芯片需求加大，未来业绩有望保持高速增长。智能驾驶业务具备较强稀缺性，公司为当前国产智能驾驶芯片优质企业，行业自动驾驶芯片稀缺标的，维持“优于大市”评级。
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