港股异动 | 英诺赛科(02577)飙升逾13%再创新高 上半年实现毛利转正 AI及数据中心销售同比增长180%

智通财经
Sep 01

智通财经APP获悉,英诺赛科(02577)飙升逾13%,高见98.7港元再创新高。截至发稿,涨12.36%,报97港元,成交额10.27亿港元。

消息面上,英诺赛科此前发布中期业绩。上半年实现销售收入5.53亿元,同比增长43.4%;毛利率为6.8%,对比2024年同期实现毛利率转正,大幅提升28.4个百分点,这是公司首次录得毛利为正;净亏损约4.29亿元,同比收窄12.16%。值得注意的是,上半年,公司面向AI及数据中心的销售同比增长180%,基于100V氮化镓的48v-12v应用进入量产。

此外,据财联社报道,记者从英诺赛科方面获悉,目前,公司已与机器人领域头部企业合作,并成功推出全球首款氮化镓机器人。“今年,由公司提供芯片的氮化镓机器人出货数量有望突破万级规模,单台机器人所需氮化镓芯片约300颗,而随着技术的持续迭代,人形机器人对氮化镓芯片的需求将显著攀升,单台机器人的氮化镓芯片使用量有望增长至1000颗,以实现手指、腰部等关键部位完成难度更高、更复杂的动作。”英诺赛科方面表示。

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