本季度信息
广合科技（股票代码：01989）公布2026年第一季度财报，营业收入为19.14亿元，同比增长71.35%。公司经调整净利润（扣除非经常性损益后）为3.91亿元，同比增长67.88%。报告期内，经营活动产生的现金流量净额为3.20亿元，同比增长51.82%。
从主要成本结构来看，销售费用约为0.44亿元，同比增长46.06%；管理费用约为0.47亿元，同比略有下降；研发费用投入约为0.95亿元，同比增长78.80%。公司一季度营业成本增至12.07亿元，得益于收入提升及业务规模扩张，综合毛利率约为36.90%。
业务分项
财报显示，主营业务在2026年第一季度受到AI算力需求旺盛的持续拉动，带动整体营收规模显著增长。公司在泰国二期设施及广州云擎厂房等项目的投入也得到进一步推进，为后续产能及业务拓展奠定基础。
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