异动解读 | 业绩超预期!卧安机器人发布强劲年报,盘中大涨5.29%

异动解读
13 hours ago

卧安机器人今日盘中大涨5.29%,市场表现强劲。

消息面上,公司于前一交易日盘后发布了截至2025年12月31日止年度的年度业绩公告。财报显示,公司全年营收达9.01亿元人民币,同比增长47.7%;毛利为4.9亿元,同比增长54.2%,毛利率进一步提升至54.0%;经调整后净利润大幅增长逾10倍,达到1277万元。这份亮眼的成绩单远超市场预期,成为推动股价上涨的直接催化剂。

具体来看,公司在高价值海外市场取得突破性进展,特别是在德国市场,营收同比激增108.9%,带动整个欧洲市场实现57.9%的高增长。同时,公司持续推进“一脑多形”核心战略,在家庭服务、运动及陪伴机器人等多个场景实现产品落地与商业化突破,获得了多家主流券商的一致认可,被视为AI具身家庭机器人赛道的龙头标的。强劲的基本面与清晰的增长前景,共同提振了投资者信心。

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