报告 - 钛刻 - 科技风向旗 - 深度刻画技术趋势,引领数字未来 - 第12页 - 钛刻科技

拓斯达：一季度净利润4808.33万元，同比增长1147%

36氪获悉，拓斯达发布2026年一季度业绩报告。报告显示，2026年第一季度实现营业收入5.38亿元，同比增长48.53%；归属于上市公司股东的净利润为4808.33万元，同比增长1147.36%。业绩变动主要系工业机器人及自动化应用系统业务收入同比增长81.20%，数控机床业务

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口子窖：一季度净利润3.29亿元，同比下降46.16%

36氪获悉，口子窖发布2026年一季度业绩报告。报告显示，一季度营收为13.75亿元，同比下降24.02%；净利润为3.29亿元，同比下降46.16%。

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诺德股份：第一季度净利润为4008.97万元，同比扭亏为盈

36氪获悉，诺德股份发布2026年一季度业绩报告。报告显示，一季度实现营业收入25.43亿元，同比增长80.42%；归属于上市公司股东的净利润为4008.97万元，同比扭亏为盈。业绩变动主要系公司本期产品销量增加及销售价格上涨等所致，以及公司本期毛利率增长所致。

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景旺电子：第一季度净利润2.33亿元，同比下降28.37%

36氪获悉，景旺电子发布2026年一季度业绩报告。报告显示，一季度实现营业收入38.92亿元，同比增长16.41%；归属于上市公司股东的净利润为2.33亿元，同比下降28.37%。业绩变动主要系原材料涨价、美元贬值汇兑损失增加、政府补助减少所致。

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SK海力士：一季度净利润为40.3万亿韩元

SK海力士发布一季度财报。报告显示，第一季度营收为52.6万亿韩元，预期为53.6万亿韩元；第一季度净利润为40.3万亿韩元，预期为30.4万亿韩元；第一季度运营利润为37.61万亿韩元，预期为35.7万亿韩元。第一季度DRAM平均销售价格较第四季度上涨约60%；一季度NAND平

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10天6板沃格光电：第一季度净亏损5110.30万元

36氪获悉，沃格光电发布2026年一季度业绩报告。报告显示，2026年第一季度实现营业收入5.94亿元，同比增长8.48%；归属于上市公司股东的净利润为-5110.30万元。业绩变动主要系公司战略性前置投入，造成人力成本及长期资产折旧摊销增加所致。公司持续推进新项目量产落地。

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黑石盈利超预期，预计IPO将迎来“史上最佳年份”

黑石集团报告称，其可分配收益升幅超出预期，这主要得益于在伊朗战争动摇投资者信心之前，交易活动强劲开局。随着美国股市上涨以及人工智能企业准备上市，总裁Jon Gray预计，公司将迎来“有史以来最好的股票上市年份”。黑石在周四的一份声明中表示，截至3月的三个月，可分配收益（即可供股东

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平安好医生：第一季度净利润0.79亿元，同比增长138.4%

36氪获悉，平安好医生公布2026年一季度业绩报告。报告显示，公司录得总收入11.59亿元，同比增长9.1%；净利润0.79亿元，同比增长138.4%；经调整后净利润达0.84亿元，同比增长45.8%。

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荣昌生物：第一季度净利润为3.28亿元，同比扭亏为盈

36氪获悉，荣昌生物发布2026年一季度业绩报告。报告显示，2026年第一季度实现营业收入6.56亿元，同比增长24.76%；归属于上市公司股东的净利润为3.28亿元，同比扭亏为盈。业绩变动主要系商业化产品销售收入持续增加，以及产品技术授权导致研发投入减少，认股权证公允价值变动所

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涛涛车业：第一季度净利润1.76亿元，同比增长104.50%

36氪获悉，涛涛车业发布2026年一季度业绩报告。报告显示，2026年第一季度实现营业收入10.59亿元，同比增长65.66%；归属于上市公司股东的净利润为1.76亿元，同比增长104.50%。业绩变动主要系电动低速车销售增长所致。

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石化油服：一季度归母净利润2.05亿元，同比下滑6.20%

36氪获悉，石化油服发布2026年一季度业绩报告。报告显示，2026年第一季度实现营业收入182.74亿元，同比增长2.40%；归属于上市公司股东的净利润2.05亿元，同比下滑6.20%；基本每股收益0.011元。

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湖南黄金：第一季度净利润同比增长79.21%

36氪获悉，湖南黄金发布2026年一季度业绩报告。报告显示，2026年第一季度实现营业收入188.30亿元，同比增长43.51%；归属于上市公司股东的净利润为5.96亿元，同比增长79.21%。业绩变动主要系公司产品黄金销售价格同比上涨59.50%，产品精锑销售价格同比上涨6.7

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摩尔线程：一季报营收7.38亿元，同比增长155.35%

36氪获悉，摩尔线程发布2026年一季报与2025年报。报告显示，2026年一季度，摩尔线程实现营收7.38亿元，同比增长155.35%；归母净利润0.29亿元，同比增加1.42亿元；归母扣非净利润亏损0.54亿元，亏损同比收窄60.10%。2025年实现营收15.05亿元，同比

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起亚公司第一季度销售额29.5万亿韩元，高于市场预期

4月24日，起亚公司公布第一季度业绩报告：第一季度营业利润为2.21万亿韩元，预估为2.3万亿韩元；净利润为1.83万亿韩元，预估为1.93万亿韩元；销售额为29.50万亿韩元，预估为29.33万亿韩元。（界面）

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小鹏第二代VLA智驾报告首发，全系Ultra车型订单环比提升118%

36氪获悉，今日，2026（第十九届）北京国际车展正式启幕，小鹏集团携全明星产品矩阵重磅亮相，涵盖全新车型小鹏GX、2026款小鹏MONA M03、全新小鹏P7、2026款小鹏X9等多款热门新车，以及全新一代人形机器人IRON、“陆地航母”分体式飞行汽车，全面展示小鹏集团在物理A

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影石创新：第一季度净利润8462.02万元，同比下降52.02%

36氪获悉，影石创新发布2026年一季度业绩报告。报告显示，2026年第一季度实现营业收入24.81亿元，同比增长83.11%；归属于上市公司股东的净利润为8462.02万元，同比下降52.02%。业绩变动主要系公司主动加大战略研发投入及市场开拓，相关费用有所增加，同时，存储元器

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去年全国大型演唱会票房295.58亿

报告显示，2025年，全国大型演唱会票房295.58亿元，观演人次近3800万，跨城观演比例超六成，成为地方文旅消费的强力引擎。（新华社）

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中国石化：第一季度净利润170.06亿元，同比增长28.2%

36氪获悉，中国石化发布2026年一季度业绩报告。报告显示，2026年第一季度营收为7066.95亿元，同比下降3.9%；净利润为170.06亿元，同比增长28.2%。

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捷佳伟创：第一季度净利润同比下降61.83%

36氪获悉，捷佳伟创发布2026年一季度业绩报告。报告显示，2026年第一季度实现营业收入14.95亿元，同比下降63.52%；归属于上市公司股东的净利润为2.70亿元，同比下降61.83%。业绩变动主要系受行业阶段性调整，下游需求大幅下降所致。小财注：公司Q1净利润2.7亿，据

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复星医药：一季度归母净利润8.71亿元，同比增长13.87%

36氪获悉，复星医药发布2026年一季度业绩报告。报告显示，2026年第一季度实现营业收入100.73亿元，同比增长6.93%；归属于上市公司股东的净利润8.71亿元，同比增长13.87%；基本每股收益0.33元。

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报告 - 钛刻 - 科技风向旗 - 深度刻画技术趋势,引领数字未来 - 第12页 - 钛刻科技 | TCTI.cn

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