黑芝麻智能2026年半年度盈利预告:核心业务高增,长期信心坚定

格隆汇
Jul 31
黑芝麻智能昨日发布 2026 年半年度盈利预告。2026年上半年收入预计超过4.58亿元,同比增长超过81.1%;净亏损预计不超过8.2亿元,基本与上年同期保持稳定。智能汽车与具身智能双赛道增长动能充沛,业务基本面整体向好。 据公告,公司收入实现快速增长,核心驱动来自两大业务的协同突破:机器人业务收入大幅增长,机器人相关解决方案、模组及芯片等业务加速落地,已成为国内头部机器人厂商长期合作伙伴,收入贡献较上年同期显著提升;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的新定点项目与量产节奏加快推进;商用车及专用车L2–L3级辅助驾驶装配率较上年同期显著增长,公司已基本覆盖商用车及专用车领域头部厂商。 此外,根据公司公告,黑芝麻智能创始人兼CEO单记章第二次自愿延长股份禁售承诺。在原禁售承诺于2026年8月7日届满后,再次锁定12个月,持续彰显管理层对公司长期发展的坚定信心。

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