格隆汇8月20日丨果下科技(02655.HK)公布中期业绩，截至2026年6月30日止六个月，公司收入为人民币14.27亿元，同比增长106.45%；毛利为人民币2.74亿元，同比增长217.72%，毛利率由12.5%升至19.2%；母公司拥有人应占利润为人民币6054.7万元，同比增长986.04%，每股基本盈利为人民币0.12元。 报告期内，集团实现总营收人民币14.274亿元，较前期增长106.5%；其中，国内业务收入约人民币11.399亿元，较前期增长101.7%，海外业务收入约人民币2.875亿元，较前期增长127.9%。整体毛利率19.2%，较前期提升6.7个百分点，盈利质量与经营效率同步改善。报告期内，集团国内储能系统出货量达3.7GWh，较前期增长105.6%，规模化效应进一步凸显。 值得关注的是行业量价逻辑的切换：2026年上半年国内2h储能系统价格较前期上涨8.8%，结束长期下行趋势。行业正从产能过剩与低价竞争，转向订单持续落地、满产交付的新周期－竞争要素由价格转向技术、安全与全生命周期服务能力，这正是集团差异化战略的兑现窗口。
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