云知声(9678.HK)公布2026年上半年未经审核业绩预告。期内公司预计实现整体营收5.30亿元(人民币，下同)至5.80亿元，同比增长31%至43%；收入增速较2025年同期或实现翻倍，彰显了公司强劲的增长势能。 分业务来看，2026年上半年，依托大模型能力的智能体业务预计实现收入5.15亿元至5.50亿元，同比增长200%至220%；公司今年新拓展的大模型Token直接调用业务2026年上半年预计收入约3000万元，毛利率不低于60%，其中2026年第二季度Token调用收入约2500万元，环比增长约500%。 公司收入具备突出的可持续性，2026年上半年整体收入中复购收入占比超60%，复购收入规模同比增长40%，充分体现了核心业务的高客户粘性与收入延续性。
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