云想科技2026年上半年营收12.08亿元,经调整净利润8.98百万元

公告速递
Aug 28

2026年上半年,云想科技(股票代码:02131)收入约12.08亿元,同比下降18.40%。经主动调整业务结构与优化项目组合,整体盈利能力显著改善,经调整净利润录得8.98百万元,相较上年同期亏损20.98百万元,成功实现由亏转盈。此外,毛利约1.13亿元,同比上升43.79%,毛利率提升4.06个百分点至9.39%。

云想科技将成本结构持续聚焦于高质量业务和大客群开发,销售及分销开支同比增长至55.87百万元,主要由于加大多元业务的市场拓展投入。管理费用则有所下降,由47.29百万元降至46.18百万元。研发开支4.93百万元,同比减少37.10%,部分源于团队配置的精简与效率提升。

在业务层面,智能化营销解决方案仍为核心收入来源,期内贡献约10.89亿元,同比下降约20.88%。该项业务在调整客户结构和项目组合后,毛利率实现一定幅度增长。

电商服务解决方案收入约58.25百万元,受业务结构调整影响,同比小幅下滑,但该板块继续保持较高的毛利率水平,达47.92%。创新业务(主要为短剧)收入约60.94百万元,同比大幅增长约73.83%,在多渠道分发及海外拓展的推动下,板块体量进一步提升。

展望后续,云想科技计划继续深化“平台化、多元化、国际化”战略,围绕关键行业提升服务效率,并加大AI技术在各业务场景中的落地,不断完善媒介渠道覆盖与跨境营销布局。

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