硬蛋创新早盘涨超7% 中期经营溢利5.17亿元同比增长87.7%

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Sep 07
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  硬蛋创新(00400.HK)早盘涨超7%,截至发稿,股价上涨7.39%,现报4.65港元,成交额1454.83万港元。年初至今股价累涨约41.69%,近一个月累涨约14.52%。

  公司8月31日披露截至2026年6月30日止六个月中期业绩,实现收入132.49亿元(人民币),同比增长98.4%;经营溢利5.17亿元,同比增长87.7%;除税后纯利3.73亿元,同比增长96.3%;权益股东应占溢利2.79亿元,同比增长111.1%。公司表示,上半年业绩增长主要受益于人工智能数据中心(AIDC)、存储及机器人领域芯片需求持续强劲。

  此外,公司8月24日发布自愿性公告,此前披露的逾10亿美元意向服务订单已转为正式服务合同,预计未来五年获得合计逾10亿美元服务费收入,相关服务预计于2026年第四季度正式开始交付。公司已完成战略升级,由人工智能硬件分销商全面转型为垂直AI Token工厂运营商,以自有算力集群与海内外第三方算力中心“双轨模式”布局算力基础设施。

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