金吾财讯 | 优必选(09880)发布2024年度业绩公告，报告期内实现收入13.054亿元人民币，同比增长23.7%，主要得益于消费级机器人及其他硬件设备收入大幅增长88.1%。尽管净亏损同比减少8.3%至11.599亿元，但毛利率从31.5%降至28.7%，主要因低毛利的消费级产品占比提升。研发费用为4.781亿元，同比减少2.5%，显示成本控制优化。
公司持续聚焦人形机器人技术研发，工业版Walker系列进入多家汽车工厂实训，并推出L4级无人物流车。教育智能机器人收入增长4.6%至3.634亿元，物流业务收入下降17.5%至3.217亿元，主要因部分项目交付延迟。其他行业定制解决方案收入激增126.1%至1.407亿元，消费级产品收入达4.770亿元，成为增长亮点。
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