BLACK SESAME (02533) released its 2025 interim report: global revenue increased by 40.4%, assisted driving went overseas and achieved double victories with Siasun Robot&Automation.

On August 29th, BLACK SESAME (02533) released its mid-term performance report for 2025. The report shows that the company achieved operating income of 253 million RMB in the first half of the year, a year-on-year increase of 40.4%, with successful overseas expansion in the assisted driving and Siasun Robot & Automation business. The designated overseas models and quantity reached a historic high, laying a solid foundation for the globalization strategy, with deliveries to overseas markets set to begin in the second half of the year. In the field of assisted driving, BLACK SESAME continues to deepen cooperation with top clients such as Geely, BYD Company Limited, Dongfeng, and FAW. Its A1000 series chips have been mass-produced in multiple models such as Geely Haoyue E8, Dongfeng Yipai 007, etc. Solutions based on the C1200 series chip have completed testing in multiple cities and will soon be deployed in mass production in multiple projects for new energy customers. In the Siasun Robot & Automation field, BLACK SESAME has developed the Siasun Robot & Automation "Little Brain" motion control solution based on the C1200 series chip, and a perception computing solution with the "Big Brain" intelligent body based on the A2000 chip. Strategic cooperation with top bipedal Siasun Robot & Automation enterprises is ongoing to develop multimodal perception and computing modules for applications in humanoid Siasun Robot & Automation, bipedal Siasun Robot & Automation, lawnmowers, and other fields. By expanding Siasun Robot & Automation scenes through investment and other capital operations, chip solutions are being developed, and business breakthroughs are being simultaneously promoted in domestic and international markets. BLACK SESAME has built a core moat through continuous technological innovation. The adoption of BEV+E2E algorithms has significantly improved perception accuracy and generalization capabilities, reducing reliance on high-precision maps. Their self-developed "Jiushao" NPU architecture and toolchain optimization support mixed training, improving AI computing efficiency and compatibility. In terms of commercial applications, the company's L4 unmanned logistics system has achieved low-speed autonomous driving and continuous shipments in closed scenarios such as ports and industrial parks. Their intelligent image solution has expanded to new forms such as AI smart glasses and has been commercially implemented in multiple customers. To further strengthen their edge AI layout, the company is actively advancing the acquisition of cost-effective, low-power AI chip enterprises, enhancing their edge AI layout and creating a full-scene AI inference solution, aiming to become a leader in the field of edge AI chips. In the future, BLACK SESAME will accelerate the mass production of high-performance chips and the implementation of edge AI strategies, leading the global wave of assisted driving and opening a new chapter in the Siasun Robot & Automation industry.