异动解读 | 如祺出行盘中大涨5.09%,中期业绩亮眼,毛利率首次转正

异动解读
Aug 27, 2025

8月27日盘中,如祺出行(09680.HK)股价大涨5.09%,引发市场关注。消息面上,公司昨日晚间发布的2025年中期业绩报告显示多项财务指标大幅改善,成为推动股价上涨的主要原因。

根据公告,如祺出行上半年整体收入达16.76亿元人民币,同比大涨61.7%。其中,出行服务订单量同比增长51.13%至7330万单,贡献交易额20.32亿元。更值得注意的是,公司首次实现毛利率转正,上半年毛利总额达3743.8万元,毛利率录得2.2%,较去年同期的-3.1%大幅改善。

此外,如祺出行在Robotaxi业务方面也取得显著进展。公司披露,平台运营的Robotaxi已超300辆,上半年订单量同比增长超470%。市场分析认为,如祺出行在传统网约车业务稳步增长的同时,Robotaxi业务的快速发展有望成为公司未来增长的新引擎,进一步提升了投资者信心。

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