港股詳情

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優必選

77.950

-2.650-3.29%

成交量：936.40萬

成交額：7.18億

市值：392.09億

市盈率：-43.11

高：80.000

開：80.000

低：74.900

收：80.600

52周最高：161.000

52周最低：74.400

股本：5.03億

香港流通股本：4.33億

量比：1.46

換手率：2.16%

股息：- -

股息率：- -

每股收益(LYR):-1.808

淨資產收益率：-13.15%

總資產收益率：-4.13%

市淨率：4.81

市盈率(LYR):-43.11

市銷率: 12.66

資料載入中...

總覽公司新聞公告

交付大考將至！優必選情感陪伴機器人U1拿獎背後，康養佈局前路幾何

红星资本局

機智局|宇樹市值縮水近半、優必選仍虧損，人形機器人難算盈利賬

深圳商报·读创

【券商聚焦】廣發證券予優必選（09880）買入評級指全尺寸機器人驅動增長

優必選上半年營收翻倍虧損收窄，首次披露Q4有望實現盈利

南方都市报

半年報透視｜優必選：營收翻倍，虧損繼續

国际金融报

優必選的人形，「兑現」了一半

《大行》美銀證券降優必選(09880.HK)目標價至135元中績遜預期

阿斯达克财经

人形機器人開始「量利齊升」？優必選上半年全尺寸產品銷量921台營收翻倍

人形機器人進入規模化驗證期，優必選憑什麼站上第一梯隊？

啱啱，優必選發布半年報，人形大賣一萬六千台

優必選(09880)上半年營業收入按年增加104.22%至12.69億元

優必選上半年營收12.69億元按年翻倍，全尺寸人形機器人收入達5.9億元，按年增長1445%

優必選(09880.HK)2026年中期業績亮眼：總營收12.7億元，全尺寸具身智能人形機器人收入按年增長1445%

優必選2026年上半年營收12.69億元，經調整淨虧損3.39億元

優必選發布2026年中期報告：期內總營收12.7億元，按年大幅增長104.2%

《業績》優必選(09880.HK)中期虧損收窄至3.1億人幣

阿斯达克财经

優必選(09880)出現大手賣出7.5萬股，成交價$83.35，涉資625.125萬

阿斯达克财经

優必選與新加坡電信強強聯合，共拓企業級機器人規模化應用新賽道

優必選（09880）披露2026年第三次臨時股東會投票結果四項議案均獲通過

優必選(09880.HK)：下半年推Walker S3 智能製造企業生產力競爭絕不能落後

阿斯达克财经

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10:59","pubTimestamp":1788231540,"startTime":"0","endTime":"0","summary":"“人形机器人第一股”优必选（9880.HK）近期交出了2026年中期业绩答卷。财报显示，截至2026年6月30日止六个月，优必选营业收入达12.69亿元，同比大幅增长104.2%。期内整体毛利为5.67亿元，同比大增160.9%，毛利率则提升9.7个百分点至44.7%。同时，期内亏损同比收窄23.0%至3.39亿元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609013861289360.html","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609013861289360.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1183","09880","BK1613"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664591887","title":"半年報透視｜優必選：營收翻倍，虧損繼續","url":"https://stock-news.laohu8.com/highlight/detail?id=2664591887","media":"国际金融报","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664591887?lang=zh_tw&edition=fundamental","pubTime":"2026-09-01 10:39","pubTimestamp":1788230350,"startTime":"0","endTime":"0","summary":"8月28日盘后，优必选交出上市以来增速最高的一份中期成绩单。报告期内，公司实现营业收入12.69亿元，同比增长104.2%；毛利5.67亿元，同比增长160.9%，整体毛利率44.7%，较去年同期提升9.7个百分点；期内亏损3.39亿元，同比收窄23%；经调整EBITDA亏损1.74亿元，同比收窄45.9%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609013861261248.html","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609013861261248.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["09880","BK1613","BK1183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663003296","title":"優必選的人形，「兑現」了一半","url":"https://stock-news.laohu8.com/highlight/detail?id=2663003296","media":"北京商报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663003296?lang=zh_tw&edition=fundamental","pubTime":"2026-08-31 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中績遜預期","url":"https://stock-news.laohu8.com/highlight/detail?id=2663020734","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663020734?lang=zh_tw&edition=fundamental","pubTime":"2026-08-31 15:08","pubTimestamp":1788160080,"startTime":"0","endTime":"0","summary":"美银证券发表研究报告指，优必选今年上半年收入按年增长104%，较该行预期低20%，因柳州工厂受水灾影响，产能爬坡较慢。期内净亏损为3.11亿元人民币，逊于该行预测的亏损1.31亿元人民币。基于上半年业绩，美银证券将优必选2026及2027年收入预测下调12%及8%，以反映人形机器人出货量预测下调，目前估算该公司2026年录净亏损约4.83亿元人民币，预期至2027年扭亏，目标价由162港元下调至135港元，维持“买入”评级。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20240109105825192_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20240109105825192_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1542136/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1542136/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1183","BK1613","09880"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663019339","title":"人形機器人開始「量利齊升」？優必選上半年全尺寸產品銷量921台 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营收翻倍】8月28日晚间，“人形机器人第一股”深圳市优必选科技股份有限公司发布2026年中期业绩报告。上半年，公司实现营收12.7亿元，同比增长104.2%；净亏损3.39亿元，同比收窄23%；经调整EBITDA为-1.74亿元，同比大幅减亏45.9%；整体毛利5.7亿元，同比增长160.9%；毛利率44.7%，同比提升9.7个百分点。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608293859098443.html","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608293859098443.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["09880","BK1613","BK1183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662809541","title":"人形機器人進入規模化驗證期，優必選憑什麼站上第一梯隊？","url":"https://stock-news.laohu8.com/highlight/detail?id=2662809541","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662809541?lang=zh_tw&edition=fundamental","pubTime":"2026-08-28 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8月28日晚间消息，今日人形机器人第一股”优必选发布2026年中期业绩报告，报告期内公司核心业务保持强劲增长，财务指标全面优化：总营收12.7亿元，同比大幅增长104.2%；人形机器人总销量16123台，同比大幅增长268.3%；全尺寸具身智能人形机器人收入5.9亿元，同比大幅增长1445.0%，已成为公司主要收入组成和核心增长引擎。值得一提的是，2026年上半年，优必选研发投入超3亿元，研发人员规模达1103人，预计2026全年研发费用将达7亿元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/jjxw/2026-08-28/doc-inipwnxp4448070.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1613","09880","BK1183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662628630","title":"《業績》優必選(09880.HK)中期虧損收窄至3.1億人幣","url":"https://stock-news.laohu8.com/highlight/detail?id=2662628630","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662628630?lang=zh_tw&edition=fundamental","pubTime":"2026-08-28 18:54","pubTimestamp":1787914440,"startTime":"0","endTime":"0","summary":"优必选公布2026年6月底止六个月中期业绩，收入12.7亿元人民币(下同)，按年升104.2%。亏损收窄至3.11亿元，上年同期亏损4.13亿元。过往派息公布日期派息事项派息内容2026/03/31末期业绩无派息2025/08/29中期业绩无派息2025/03/30末期业绩无派息2024/08/28中期业绩无派息全尺寸具身智能人形机器人产品及解决方案收入快速增长1,445%到5.9亿元。整体毛利增长160.9%到5.7亿元。整体毛利率为44.7%，提升9.7个百分点。(港股报价延迟最少十五分钟。沽空资料截至 2026-08-28 16:25。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20240109105826360_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20240109105826360_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1541865/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1541865/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1183","09880","BK1613"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662103772","title":"優必選(09880)出現大手賣出7.5萬股，成交價$83.35，涉資625.125萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2662103772","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662103772?lang=zh_tw&edition=fundamental","pubTime":"2026-08-28 09:20","pubTimestamp":1787880000,"startTime":"0","endTime":"0","summary":"[大手成交]优必选(09880)在上午09:20出现大手卖出，成交量为7.5万，成交价为港币$83.35，涉资625.125万。至目前为止，股价升0.482%，今日最高价为$83.35，而最低价为$83.35，总成交量为7.5万股，总成交金额港币$625.125万。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180126132515779_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180126132515779_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT26082850/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT26082850/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["09880","BK1183","BK1613"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662058925","title":"優必選與新加坡電信強強聯合，共拓企業級機器人規模化應用新賽道","url":"https://stock-news.laohu8.com/highlight/detail?id=2662058925","media":"AGV网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662058925?lang=zh_tw&edition=fundamental","pubTime":"2026-08-28 08:50","pubTimestamp":1787878200,"startTime":"0","endTime":"0","summary":"协同探索共拓企业机器人规模化落地路径本次合作中，双方将围绕企业级机器人应用展开深度探索：以优必选领先的人形机器人技术与产品体系为核心，依托Singtel成熟的5G网络能力、广泛的企业客户覆盖与专业的企业服务经验，共同打造适配多元运营场景的机器人应用方案，帮助企业更高效地采纳并规模化应用智能机器人，提升运营效率与智能化水平。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/hk/2026-08-28/doc-inipvrtx4716116.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["09880","SG9999013460.SGD","LU0264606111.USD","LU0882747503.HKD","BK6035","LU0163747925.USD","SG9999004220.SGD","LU0235996351.USD","LU0918141887.USD","LU0577902538.SGD","LU0577902611.USD","SGXZ16066938.SGD","Z74.SI","LU0648948544.HKD","LU0762540952.USD","LU1923622614.USD","SG9999002679.SGD","LU0797268264.HKD","SG9999002414.USD","LU0577902371.SGD","LU0791591158.USD","LU0955623706.USD","LU0210637038.USD","LU2433249047.HKD","SG9999003826.SGD","SGXZ27511609.SGD","LU0516423091.SGD","SG9999002604.SGD","LU0577902454.USD","LU1282649810.SGD","LU0348816934.USD","IE0008368304.USD","LU2456880835.USD","LU0516423174.USD","LU0414403682.SGD","LU0048573645.USD","LU1282649141.HKD","LU3227948356.SGD","SG9999013486.USD","LU0197773160.USD","LU0228367735.SGD","LU0791590937.USD","SG9999014484.SGD","LU0831093199.SGD","SG9999016042.SGD","SGXZ91733576.SGD","LU0084288322.USD","LU1366334578.USD","LU0441851309.USD","LU0106959298.USD","SGXZ24219693.SGD","LU0328353924.USD","BK1183","LU0878005551.USD","LU0630378429.USD","LU0192582467.USD","LU1282649067.USD","SGXZ58947870.SGD","LU0188438112.USD","SG9999001846.SGD","BK6513","LU0979878070.USD","LU2663582299.SGD","LU1508157978.USD","LU1242518857.USD","SG9999013478.USD","LU0516422952.EUR","LU1839390173.USD","BK6523","LU0955669360.SGD","LU0589944569.HKD","LU0516422366.SGD","SGXZ70427877.SGD","SGXZ86797644.SGD","LU1211504680.USD","SG9999003925.USD","LU0738912210.USD","LU1366334651.USD","SGXZ62798434.SGD","LU0315179316.USD","HK0000819398.USD","SG9999001135.SGD","SG9999005177.SGD","SG9999014492.USD","LU0384037296.USD","SG9999002620.SGD","SGXZ51708014.SGD","LU0251143029.SGD","SGXZ43160589.SGD","SG9999004360.SGD","LU1130305938.SGD","LU0762542818.HKD","LU2417539215.USD","LU2125909247.SGD","LU1769817096.USD","LU0516422440.USD","LU0261945553.USD","LU0886674414.USD","LU0061477393.USD","LU0873338254.USD","SG9999002406.SGD","LU0762541174.USD","LU0348788117.USD","LU0197773673.USD","LU0577902298.EUR","SG9999000343.SGD","LU0955648018.USD","LU1105468828.SGD","LU2125909593.SGD","LU0572940350.SGD","LU0488056044.USD","LU0630378692.HKD","LU2238330802.EUR","LU2236285917.USD","LU1282648689.USD","LU0532188223.SGD","LU0348814723.USD","SG9999000475.SGD","SG9999006266.SGD","LU1504937902.USD","LU1242518931.SGD","LU0096374516.USD","BK1613","SG9999008742.SGD","LU0918141705.HKD","LU0572939691.SGD","LU0878004406.USD","SG9999001127.SGD","LU1769817179.HKD","LU0737861269.HKD","LU2226246903.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1141287427","title":"優必選（09880）披露2026年第三次臨時股東會投票結果 四項議案均獲通過","url":"https://stock-news.laohu8.com/highlight/detail?id=1141287427","media":"公告速递","labels":["shareholding","SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1141287427?lang=zh_tw&edition=fundamental","pubTime":"2026-08-26 20:06","pubTimestamp":1787745970,"startTime":"0","endTime":"0","summary":"深圳市优必选科技股份有限公司8月26日公告，其2026年第三次临时股东大会于2026年8月26日在深圳市南山区召开。会议对两项普通决议案及两项特别决议案进行表决，全部获正式通过。因H股激励计划受托人持有的1,066,950股未归属H股在本次会议中放弃投票，具备表决权的股份总数为502,334,423股。\\n\\n特别决议案方面：\\n3. “H股激励计划”议案获得182,858,989股赞成票、30,196,113股反对票及39,850股弃权票，符合三分之二以上同意的通过标准。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09880"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662793416","title":"優必選(09880.HK)：下半年推Walker S3  智能製造企業生產力競爭絕不能落後","url":"https://stock-news.laohu8.com/highlight/detail?id=2662793416","media":"阿斯达克财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662793416?lang=zh_tw&edition=fundamental","pubTime":"2026-08-26 15:26","pubTimestamp":1787729160,"startTime":"0","endTime":"0","summary":"优必选首席品牌官谭旻于《智客星球》中表示，对智能制造企业来说，ROI不是首要，他们更关心的是在全新的下一代生产力模式的竞争中，能不能占据一个有利位置。谭旻又称，公司在发布超仿生人形机器人时，披露与京东的合作。谭旻透露，优必选工业人形机器人Walker S系列通过两年多的积累、三次叠代，今年下半年还将会叠代到S3。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20260826103128875_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20260826103128875_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1540923/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1540923/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1183","BK1613","09880"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":2,"totalSize":200,"code":"91000000","status":"200"}]}}