智能物联网平台提供商涂鸦智能（TUYA）周三盘前股价大涨7.36%，主要受益于公司发布的2025年第一季度财报超出市场预期。
根据涂鸦智能公布的财报，2025年第一季度公司总收入为7470万美元，同比增长约21.1%，高于市场预期的7305万美元。净利润为1100万美元，实现扭亏为盈，去年同期为亏损350万美元。非GAAP每ADS收益为0.03美元，同样高于市场预期的0.02美元。公司整体毛利率达到48.5%，同比上升0.7个百分点，创下公司成立以来的历史新高。
涂鸦智能董事兼首席财务官杨懿表示，公司2025年第一季度实现了稳健的财务表现，公认会计准则净利润达1100万美元，约为2024年全年水平的两倍。公司连续八个季度实现正向经营现金流，期末保持稳健的净现金水平。这些成果使公司能够坚定投入AI创新和Smart Solution业务拓展，在不确定的宏观环境中持续为股东创造可穿越周期的长期价值。
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