西部证券指出，智能驾驶汽车市场空间广阔，预计到2030年渗透率将保持持续增长。汽车的智能电动化，使得车用SoC芯片成为汽车芯片设计及应用的主流趋势，从而有望达到千亿市场规模。随着国产智驾SoC芯片的量产，国内供应商有望凭借性价比优势和服务好响应快的本地化优势逐渐脱颖而出。Asia Vets Black Sesame Smart (02533) rose more than 10% in the afternoon, reaching a high of 29.75 Hong Kong dollars, setting a new record high. It has risen by over 35% this week. As of the press release, it increased by 8.77% to 29.15 Hong Kong dollars, with a turnover of 26.0556 million Hong Kong dollars.
According to the Wisdom Financial APP, Asia Vets Black Sesame Smart (02533) rose more than 10% in the afternoon, reaching a high of 29.75 Hong Kong dollars, setting a new record high. It has risen by over 35% this week. As of the press release, it increased by 8.77% to 29.15 Hong Kong dollars, with a turnover of 26.0556 million Hong Kong dollars.
On the news side, Asia Vets Black Sesame Smart announced a strategic partnership with Zebra Intelligent Driving at the recent Alibaba Cloud Computing Conference. The two parties will cooperate based on Asia Vets Black Sesame Smart's Wudang C1200 family of chips, extending the collaboration to the wide-ranging intelligent cockpit OS field, and will conduct more in-depth cooperation around intelligent cockpit and large model applications. It is reported that Asia Vets Black Sesame Smart is a supplier of automotive-grade smart automobile computing chips and chip-based solutions.
Western Securities pointed out that the smart driving automobile market has vast space, and it is expected to continue growing in penetration rate until 2030. The electrification of automobiles makes SoC chips for vehicles the mainstream trend in chip design and application for automobiles, potentially reaching a market scale of hundreds of billions. With the mass production of domestic smart driving SoC chips, domestic suppliers are expected to gradually stand out with cost-effective advantages and fast response times due to their local advantages in service.