一、公司业绩表现与未来展望Black Sesame(2533HK)公布了2025年上半年财报,营收为2.53亿元人民币,同比增长40%,主要得益于其驾驶辅助解决方案需求强劲。然而,毛利率从2024年的50%下降至24.8%,主要原因是产品结构不利及新业务探索的前期投资。尽管非国际财务报告准则下的净亏损有所收窄,但行业竞争和成本压力仍然存在。CMBI预计公司将在2027年底实现盈亏平衡,并对其长期...
Source Link一、公司业绩表现与未来展望Black Sesame(2533HK)公布了2025年上半年财报,营收为2.53亿元人民币,同比增长40%,主要得益于其驾驶辅助解决方案需求强劲。然而,毛利率从2024年的50%下降至24.8%,主要原因是产品结构不利及新业务探索的前期投资。尽管非国际财务报告准则下的净亏损有所收窄,但行业竞争和成本压力仍然存在。CMBI预计公司将在2027年底实现盈亏平衡,并对其长期...
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