本年度信息
黑芝麻智能(02533)披露的最新公告显示，截至2025年12月31日止年度，营收预计超过8.00亿元，同比上一年增长超过68.7%。同时，经营亏损预计不超过15.00亿元，较2024年同期收窄不少于14.4%，主要由于机器人业务增速明显、高阶辅助驾驶及相关解决方案的毛利增长以及运营成本下降所致。公告提及，亏损主要原因包括人工智能和算力投入加大、约3.00亿元的股份奖励支出以及上市后优先股转换导致的金融工具公允价值收益减少等。
业务分项
公告指出，营收增长的主要来源是高阶辅助驾驶及解决方案在乘用车市场的量产规模持续提升，并在L2-L3商用车和L4级无人物流场景实现批量出货；机器人业务方面也取得大幅度增长。在此带动下，整体营收实现较大幅度上升。
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