智通财经APP获悉，群核科技(00068)最高涨近13%，截至发稿，涨9.82%，报9.225港元，成交额2907.41万港元。
消息面上，近日，群核科技交出上市后首份中期成绩单，公司上半年营收4.05亿元，毛利率攀升至83%的历史峰值，经调整净利润5542万元，同比增长211%，已接近去年全年水平。市场更关注的是，上半年，公司AI新应用及新产品收入同比增长了177%。这代表着群核科技的空间智能基础设施战略正在持续落地，商业化进程实现了加速兑现。
业务端，服务物理AI训练的SpatialVerse上半年订单金额已超过去年全年。SpatialVerse已与智元机器人、银河通用、穹彻智能、禾赛等国内物理AI企业达成合作，并与海外多家科技巨头形成密切的产业和学术合作。另值得一提的是，群核科技近日正式入选恒生综合指数成份股，相关调整将于2026年9月7日起正式生效。纳入恒生综合指数是进入港股通标的范围的核心前提，这意味着被动资金配置和南下流动性改善将同步到来。
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