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中文(ZH) 越疆2026中报：营收翻倍、具身收入激增20倍，Physical AI进入商业化兑现期

DOBOT 2026 Mid-Year Report: Revenue Doubles, Embodied AI Revenue Surges 20x, Physical AI Enters…

By PulseAugur Editorial · [1 sources] ·

Dobot, a robotics company, has reported a significant increase in its 2026 mid-year performance, with revenue doubling to approximately 320 million RMB. The company's physical AI and embodied intelligence business saw a dramatic surge, with revenue growing over 20 times to 45 million RMB, now accounting for 14.3% of total revenue. This growth is attributed to their strategic focus on collaborative robots, which maintain a leading global market share, and the commercialization of their self-developed embodied intelligence models and AI

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DOBOT 2026 Mid-Year Report: Revenue Doubles, Embodied AI Revenue Surges 20x, Physical AI Enters…

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  1. 雷峰网 (Leiphone) TIER_1 中文(ZH) ·

    DOBOT 2026 Mid-Year Report: Revenue Doubles, Embodied AI Revenue Surges 20x, Physical AI Enters Commercialization Realization Period

    <p>当机器人行业的大量叙事还停留在融资轮次与概念发布时，越疆科技已经交出了一份由产线验收单写成的中期答卷。</p><p>8月24日，越疆科技发布2026年上半年中期业绩。报告期内，公司实现营业收入约人民币3.2亿元，同比增长106.6%，经营规模实现翻倍增长；毛利约人民币1.5亿元，同比增长约100%，毛利率稳定维持在47.4%。研发投入约人民币1.0亿元，同比增长148.4%。具身智能机器人业务收入突破人民币4,500万元，同比增长超20倍，占营收比例提升至14.3%。</p><p>在工业机器人行业产量同比增长28%的产业背景下，越疆以远超行业均速的…