禾赛科技（02525/HSAI）2026年第二季度实现营收8.61亿元，净利润7060万元，连续5个季度GAAP盈利；激光雷达总出货量达62.83万台，同比增长78.4%；公司战略增长业务（SGI）首次贡献收入，机器人动力模组交付量突破1万套，空间智能平台Kosmo已获多家头部人形机器人公司订单，公司同步将2026年SGI营收指引上调至2至3亿元区间（原为1亿元）。
此外，公司2026年第二季度ADAS激光雷达出货量达48.59万台，同比增长60.1%；机器人激光雷达出货量14.24万台，同比增长193.4%；在SGI业务方面，公司动力模组产线已全面投产，产品正向全身关节模组扩展，预计2027年出货量将达6位数；同时公司Kosmo首批样机于7月交付，预计第三季度开始确认收入。公司预计2026年第三季度净收入将达11亿至11.5亿元，同比增长约38%至45%。管理层预计SGI业务将于2027年实现约1亿美元营收并达到盈亏平衡。
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