智通财经APP获悉，至源控股(00990)涨近8%，截至发稿，涨7.08%，报0.605港元，成交额1674.79万港元。
消息面上，近日，至源控股发布2026年中期业绩。公司上半年持续经营业务收入约149.64亿港元，同比增长约49%；毛利约4.52亿港元、经营利润约3.95亿港元，分别较上年同期增长约92%和139%；上半年毛利率提升至约3.02%，较上年同期增加约0.67个百分点。毛利和经营利润增速均高于收入增幅，公司盈利能力显著改善。
公司在中报的未来展望章节中也明确把锂价值链和AI基础设施相关业务同时纳入未来发展方向。其中，公司正式将AI产业的相关表述升级为未来战略的一部分。管理层表示，公司将聚焦人工智能基础设施等相关领域进行战略转型，并已着手规划和落实相关工作，以支持后续业务增长，并将根据相关要求适时作出公告。公司在AI产业的相关布局已经进入了中长期观察窗口，值得关注。
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