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　　黑芝麻智能（02533）盘中涨超7%，截至发稿，股价上涨6.40%，现报12.30港元，成交额9948.58万港元。

　　近日，黑芝麻智能发布半年度盈利预告。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，基本与上年同期持平。收入快速增长主要来自两大业务协同突破：机器人相关解决方案、模组及芯片加速落地，公司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持续规模化量产交付，商用车及专用车L2-L3级辅助驾驶装配率同比显著增长。

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