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　　硬蛋创新（00400）早盘一度涨超6%，本月内累计涨幅已超60%。截至发稿，股价上涨2.17%，现报3.29港元，成交额1175.32万港元。

　　硬蛋创新发布2026年第一季度业绩。报告期内，公司实现营收约60.34亿元，同比大增125.6%，总营收中技术方案占比44.7%、分销业务占比54.8%、自研产品占比0.5%；经营溢利约2.08亿元，同比增长51.0%，在AI算力、存储、机器人三大高景气赛道共振下，业绩延续强劲增长势头。

　　国盛证券发布研报称，全球大模型训练与推理需求持续攀升，带动AI算力基础设施投资全面加速，为硬蛋创新（00400）创新技术方案业务带来强劲增长动能；与此同时，AI应用场景快速扩张，推动内存及大容量存储芯片需求持续旺盛，助力公司存储相关业务实现快速上行；而国内人形机器人与工业自动化进入规模化落地阶段，高性能计算芯片与嵌入式系统需求显著提升，亦进一步打开公司成长空间。三大高景气赛道协同发力，驱动公司业绩持续高增，预计2026-2028年公司实现营收285.6/390.3/480.8亿元，实现归母净利润3.8/5.0/6.4亿元，维持“买入”评级。

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