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@thexpin· @thexpin · X·· 2026-08-31AI 评分60
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沐曦(MetaX)2026 上半年实现归母净利润 6.12 亿元人民币,营收同比增长 44.67% 至 13.24 亿元,毛利率 57.2%。GPU 出货量增加和公允价值收益推动其扭亏,Q2 扣非净利润 5400 万元,扭转 Q1 亏损。其 Xiyun C600 已在上半年量产交付,公司称该 GPU 从芯片设计、制造到封装和软件实现全供应链国产化。

正文

MetaX swung to RMB612M profit attributable to shareholders in H1 2026. Revenue rose 44.67% to RMB1.324B; gross margin reached 57.2%.
Higher GPU shipments and fair-value gains drove the turnaround. Q2 profit excluding non-recurring items reached RMB54M, reversing Q1’s loss.
Its Xiyun C600 entered mass production and delivery in H1. MetaX says the GPU has a fully domestic supply chain—from chip design and fabrication to packaging and software.

来源:@thexpin · x.com