智通财经APP获悉，翼菲科技(06871)尾盘涨近9%，截至发稿，涨8.93%，报27.32港元，成交额1342.46万港元。
消息面上，近期，翼菲科技发布截至2026年6月30日止6个月中期业绩，报告期内，本集团实现收入1.86亿元，同比增长58.0%；毛利率保持稳定于23.7%，同比增长0.6%。公告称，收入增长主要源于本体机器人销售量的强劲增长。报告期内，本集团持续强化产品矩阵，扩大在多元化行业的商业应用，推进具身智能技术的商业化，并加速海外市场渗透，为长期增长奠定坚实基础。
国证国际发布研报称，翼菲科技2026年上半年机器人本体收入7803万元，占比由28.5%提升至41.9%，同比增加132.5%。分地区看，2026上半年，公司中国内地收入1.6亿元，占比87.9%；海外收入2257万元，占比12.1%，同比大幅增加318.5%，产品已出口至27个国家及地区，并在8个国家设有海外经销商。该行认为，翼菲科技作为轻工业机器人龙头，机器人本体放量与海外市场突破双轮驱动收入高增，具身智能商业化打开长期成长空间。
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