A · Important
[Black Sesame Intelligence’s revenue in the first half of the year was 458 million yuan, a year-on-year increase of 81.3%, achieving high year-on-year growth for four consecutive years] On August 31, Black Sesame Intelligence released a performance announcement for the first half of 2026. Revenue in the first half of the year reached 458 million yuan, a year-on-year increase of 81.3%, achieving high year-on-year growth for four consecutive years; embodied intelligence and solution revenue reached 47.2 million yuan, with full orders on hand; gross profit margin reached 49.5%, gross profit was approximately 227 million yuan, a year-on-year increase of 261.9%; the group's overall chip shipments reached more than 6 million pieces. In the second half of 2026, Black Sesame Intelligence will firmly develop the golden track of end-side AI inference, promote the pre-research and development of new generation chips, improve the computing power layout for the era of physical AI and agents, and regard the customized chip business as a mid- to long-term core incremental business model. Relying on the continuously iterative chip product matrix and open ecosystem, it will fully empower real-world intelligent scenarios.
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