智通财经APP获悉，周四，禾赛(HSAI.US)涨逾7%，报19.15美元。消息面上，近日，禾赛科技公布2026年第二季度未经审计的财务数据。第二季度，禾赛营收8.6亿元人民币，GAAP净利润达7,055万元，同比增长60.0%；至此，禾赛已连续五个季度实现GAAP盈利。本季度战略增长业务(即Strategic Growth Initiatives，SGI业务)首次贡献收入，主要得益于动力模组业务取得的早期商业化突破。
禾赛动力模组已于本季度开始贡献收入，截至第二季度末累计交付超过1万套，产品正由灵巧手模组向全身关节模组拓展。空间智能平台Kosmo已完成首批样机交付，并获得包括银河通用在内的多家领先人形机器人企业订单，预计于第三季度开始贡献收入。基于SGI业务超预期的商业化进展和市场需求，禾赛将2026年全年SGI营收指引上调至人民币2-3亿元；预计2027年SGI营收将达到约人民币7亿元，并实现盈亏平衡。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.