B[Four-connected board Jingyeda: Not involved in the film and television industry, embodied intelligence training business, computing power rental business and liquid cooling technology] On September 2, Jingyeda (003005.SZ) issued an announcement on abnormal stock trading fluctuations. In response to market concerns that the company is an "intelligent concept stock", the company's main business is informatization, digital intelligence products and solutions for the education, recruitment, and rail transit industries. The company's independently sold intelligence-related business income accounts for a very low proportion of the company's operating income. According to rough statistics, this part of the business income does not exceed 1% of the company's operating income in the first half of 2026. This business does not have a significant impact on the company's operating performance. The company's main business is informatization and digital intelligence products and solutions for education, admissions examinations, rail transit and other industries. It does not involve the film and television industry, embodied intelligence training business, computing power rental business and liquid cooling technology. B[The 15th China Intellectual Property Annual Conference will set multiple topics around artificial intelligence and intellectual property] On September 2, it was learned from the media briefing of the 15th China Intellectual Property Annual Conference that the annual conference will set up multiple topics around artificial intelligence and intellectual property. Focusing on the legal dimension of AI intellectual property governance, we conducted discussions on cutting-edge topics such as the copyright legality of large model training data, the copyrightability of AIGC products, the sharing of infringement liability in human-machine co-creation scenarios, and the practical application of AI tools in patent retrieval and trademark monitoring. We discussed the evolution direction of intellectual property rules in the AI era from the three dimensions of justice, administration, and industry. Focusing on the technical dimension of the development of the artificial intelligence industry, and focusing on topics such as AI native technology and next-generation innovation paradigms, embodied intelligence and future industrial transformation, and AI restructuring of enterprise organizations and production methods, representatives from the Intellectual Property Center of the Artificial Intelligence Industry Working Committee, the Electronic Intellectual Property Center of the Ministry of Industry and Information Technology, and embodied intelligence enterprise representatives were invited to discuss how AI can move from the digital world to the physical world, and from technological breakthroughs to industrial transformation. (CCTV News) A[Horizon Robot-W releases 2026 semi-annual report: revenue and gross profit increase, and the resilience of automotive intelligent bases highlights] On August 31, Horizon Robot (9660.HK) released its financial report for the first half of 2026 on August 31. During the reporting period, the company achieved operating income of 2.055 billion yuan, a year-on-year increase of 32.9%. Gross profit was 1.356 billion yuan, a year-on-year increase of 32.9%. Comprehensive gross profit margin remained at a high level of 66%.
Among them, shipments of Journey series chips bucked the market trend and increased by 12.1% to 2.218 million units, driving product and solution revenue to increase by 14.8% to 926 million yuan. The company has obtained approvals for nearly 500 vehicle models; in the field of mid- to high-end smart driving, it has obtained approvals for nearly 130 models.
The accelerated realization of the "ARM+Android" underlying licensing model drove licensing and service revenue to 1.129 billion yuan, a year-on-year increase of 52.7%. At the same time, its underlying technology has been extended to embodied intelligence, unmanned logistics vehicles, home intelligence, electric two-wheeled vehicles and other scenarios through partners. Currently, Horizon's value as an intelligent base for automobiles is accelerating, and it is accelerating towards a super platform in the era of physical AI. A[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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