Black Sesame (02533): Ends Placing; Subscription Still Active, Targeting HK$632.40 Million for R&D and Commercial Expansion

Bulletin Express03-19

Black Sesame International Holding Limited (stock code 02533) announced the mutual termination of its March 9 Placing Agreement, while confirming that the related Subscription Agreement remains in force. The change reduces expected net proceeds to approximately HK$632.40 million.

Key adjustments and planned deployment of funds • Research & Development (50%, HK$316.20 million): – HK$189.70 million for next-generation high-performance chips for autonomous driving, robotics and edge AI devices. – HK$126.50 million to build overseas R&D centres to strengthen global collaboration. Utilisation schedule: 70% in 2026, 30% in 2027.

• Product Commercialisation and Market Expansion (40%, HK$253.00 million): – HK$126.50 million for certification, adaptation and mass-production resources for new intelligent-driving chips and platforms. – HK$126.50 million to broaden the robotics and on-device AI product lines. Utilisation schedule: 70% in 2026, 30% in 2027.

• General Working Capital (10%, HK$63.20 million): 70% deployment in 2026, 30% in 2027.

The board stated that ending the Placing Agreement will not materially affect the company’s current operations or financial position. Completion of the Subscription remains conditional on the fulfilment or waiver of terms stipulated in the Subscription Agreement; therefore, the transaction may or may not proceed. Shareholders and potential investors are advised to exercise caution when dealing in the company’s shares.

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