商汤-W(00020)发布中期业绩,收入同比增长35.6%,达23.58亿元

智通财经
Aug 28, 2025

智通财经APP讯,商汤-W(00020)发布截至2025年6月30日止6个月中期业绩,该集团取得收入人民币23.58亿元(单位下同),同比增加35.6%;毛利9.08亿元,同比增加18.4%;经调整亏损净额11.62亿元,同比减少50%;每股亏损0.04元。

2025年上半年,集团收入同比增长35.6%,达23.58亿元。生成式AI收入达18.155亿元,同比增长72.7%,在集团收入中的占比由2024年上半年的60.4%及2024年财政年度的63.7%进一步提升至 77.0%,充分体现了行业需求加速向生产级应用的结构性迁移。

集团毛利为9.08亿元,毛利率38.5%。贸易应收回款额31.59亿元,同比提升95.5%,体现销售与交付闭环效率显著加快。在模型性能迭代与算力效率提升的共同作用下,营收质量保持稳健。

经调整亏损净额保持同比和环比都大幅下降,2025年上半年收窄至11.62亿元,同比下降50.0%,验证了“聚焦核心 - 优化结构 - 提升效率”的经营路径。截止2025年6月30日,集团现金储备为 131.58亿元,为持续投入大模型底座、行业化应用与生态建设提供充足保障。

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