智通财经APP讯，黑芝麻智能(02533)发布公告，预期集团于截至2026年6月30日止六个月将会录得收入不低于人民币4.58亿元(较2025年同期增长不低于81.1%)，亏损净额约为人民币7.2亿元至人民币8.2亿元，与上年同期约为人民币7.62亿元相比，基本维持稳定。
集团于报告期间的预期收入增长主要归因于：(i)机器人业务收入实现大幅增长，机器人相关解决方案、模组及芯片等相关业务加速落地，已成为国内头部机器人厂商的长期合作伙伴，收入贡献较上年同期显著提升;及(ii)高阶辅助驾驶解决方案在乘用车市场实现持续规模化量产交付，乘用车辅助驾驶业务在头部主机厂新的定点和量产加快推进;同时随着商用车及专用车领域相关法规的推行，商用车及专用车领域L2-L3级辅助驾驶装配率较上年同期均有显著增长，集团已基本覆盖头部商用车及专用车领域厂商。集团于报告期间的预期亏损净额主要归因于：(i)算力及AI等相关领域投入增加，相关费用有所上升;及(ii)为保持芯片及解决方案产品的市场竞争力，集团加大了大模型算法、车规级芯片等方向的研发投入。
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