金吾财讯 | 凯乐士科技（02729）尾盘大幅拉升21.35%，最新报43.76港元，成交额8662.56万港元。消息面上，信达证券研究指，26H1公司实现收入5.05亿元，同比增长45.1%，净利润-0.73亿元（同比减亏14.7%）。其中，机器人业务快速增长，订单储备充足。26H1公司销售机器人及系统/售后服务及其他业务分别实现收入4.92/0.13亿元，分别同比+43.8%/+125.8%。截至26年6月30日，公司待交付机器人及系统总金额约22亿元，公司预计将于未来3年内履行，其中56个为海外项目，待交付总金额为7.1亿元。该机构预计，2026-2028年公司营收分别为12.0/15.1/19.0亿元，PS分别为12.3X/9.7X/7.7X。
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