Nano Labs 2026年上半年财报及业务战略电话会议记录

发布时间：2026-08-28 一、AI总结内容 一、核心要点 1. 行业与战略：2026年上半年Web3走向成熟，AI与Web3融合成系统性机遇，公司以该融合为核心增长点，推出新一代产品Apollo Cloud PCA1 mini并推进OpenCloud生态建设，涵盖智能终端OS、软硬件与应用层。 2. 数字资产储备：将BNB作为核心数字资产纳入资本配置框架，截至2026年8月26日持有3万枚BNB，配置策略助力资产负债表稳健与生态支撑。 3. 股份回购：2025年10月宣布最高2500万美元回购计划，截至2026年8月26日已用320万美元回购A类普通股，将长期稳步推进。 二、2026年上半年财务表现 1. 营收与盈利：净收益278万元人民币（约40万美元），同比下降66.4%，因ApolloV系列产品销量减少；毛亏损585万元人民币（约86万美元），同比收窄45.4%。 2. 营业成本：830.63万元人民币（约126万美元），同比下降56.3%，主因销量减少。 3. 费用结构：总营业支出2.958亿元人民币（约4200万美元），其中销售费用增长17%至306万元人民币（约45万美元），管理费用增长29.5%至2790万元人民币（约410万美元），研发费用增长39.8%至472万元人民币（约65万美元）。 4. 资产变动：加密货币公允价值亏损2.505亿元人民币（约3677万美元），主因2026年上半年BNB价格下跌；营业亏损2.9亿元人民币（约4283万美元），去年同期营业利润1058万元人民币；净亏损3.167亿元人民币（约4650万美元），去年同期净亏损1178万元人民币；每股基本及稀释亏损13.65元人民币（约2美元），去年同期0.43元人民币。 5. 现金情况：截至2026年6月30日现金及等价物809.6万元人民币（约132万美元），2025年末为850万元人民币。 三、问答环节要点 1. AI布局原因：因AI与Web3融合成行业新周期，依托区块链多年积累的硬件开发、生态搭建等能力，落地Apollo Cloud PCA1 mini覆盖游戏、创作等多元场景，未来将完善生态。 2. 数字资产储备规划：以BNB为核心战略资产，未来将在合适时机稳步增持，同时关注全球数字资产发展，适度优化资产组合。 四、风险与关注 1. 风险：AI与Web3融合的行业发展不及预期；数字资产价格波动影响公司财务表现；回购计划执行受市场条件限制。 2. 后续关注点：AI生态落地进展；数字资产配置调整情况；股份回购计划推进进度。 二、音频原文（转写） Ladies and gentlemen thank you for standing by welcome to nano rabb's first half of twenty twenty six earnings conference call during to day's c all all participants will be in listen only modethis conference is being recorded to day fridaytwenty eight twenty twenty sixjoining us todayfrom nano labs are the company's chairman and chief executive officer mr jingping kong and the company's chief financial officer mr bing chenonour call to day mr kong will give you an overview of the company's performance and mr chen willshare the details of the company's financial resultsafter that we will conduct a question and answer session to take your questions.Before we continue i would like to remind you that some information discussed on this call will contain forward looking statements within the meaning of section xx e of the securities exchange act of nineteen thirty four as amended and as defined in the u s private securities litigation reform act of nineteen ninety fivesuch statements are basedupon management's current expectations and current market and operating conditions and relate toevents that involve known or unknown risks uncertainties and other factors all of which are difficult to predict and many of which are beyond the company's control which may cause the company's actual results performanceor achievements todiffer materially from those in the forward looking statementsfurther information regarding these and other risks uncertainties or factors is included in the company's filings with the securities in exchange commissionduring to day's call mr kong and mr chen will deliver their remarks inchinese and the company's representative will provide corresponding english translationswith that i will now turn the clover to mr kung the company's chairman and chief executive officer mr kung please go ahead感谢主持人和所有今天参加2026年上半年财报电话会议的朋友。 在我们今天的电话会议上，我将阐述公司近期发展及公司未来的战略举措。Thank you operator and everyone for join nana less first half of twenty twenty six.Conference call today on our call today ever provide provide an overview ofour recent development and our strictrict initiative going forward2026年上半年，随着web3行业持续走向成熟，全球数字资产市场也在经历深刻的结构性演变。 在这一背景下，我们愈发清晰的看到人工智能与web3深度融合所带来的系统性机遇，不仅将有助于重塑区块链基础设施，也正在催生新的应用场景与商业模式。基于这一判断，那个是在今年上半年推出了新1代产品apollo car p c a e mini，并持续推进open car生态系统的建设，呃涵盖智能终端操作系统硬件软件与应用层。In the first half of twenty twenty six as the web three industry continued to mature the global digital asset market on the ranprofound structure involution against this spectual we increasingly recognized the systematic opportunities arising from the disintegration ofartificial intelligence and web threethis convergency not only has the potential to receive bookchain infrastructure but also to unlock new application teenorials and business modelsguided bythis perspective none or less launched its nextgeneration product the apollo cloud p c a one mini during the first half of the year and continued to advance the development of open cloud ecosystem spanning smart devices operating systemshardware software and applicationlayers公司持续落实数字资产战略储备，基于对数字资产市场及更广泛区块链生态系统的长期研发管理层人家数字资产正式纳入公司资本配置框架，作为战略性组成部分，截止本周期报告发布之日。 公司保持长期储备7万枚兵力公司认为，审慎且有纪律的数字资产配置策略，不仅有助于增强资产负债表的稳健性，也将为生态合作提供更坚实的支撑，并为未来战略布局预留更大的灵活性，与此同时，为进1步提升股东价。价值并彰显管理层对公司发展长期发展的信心，我们将继续推进于2025年10月宣布的最高2500万美元的股份回购计划，截止2020年8月26号共计完成310000万美金的classa普通股票回购。 并将长期稳步推进展望未来将持续深耕a i web3级下一代基础设施交汇带来的机遇。通过持续技术创新深化战略合作及生态系统的有序扩大公司致力于进一步务实竞争优势，并为股东创造长期。可持续下thecompany continues to employment its digital asset reserved stricture based on a long term assessment of the digital asset market and the borderblockchain ecosystem management has only incorporated digital assets into the company's capitalallocation framework as a strategic componentou t of the date of this income report deport the company held the long time reserves ofthirty thousand b vthe company believes that a prudent anddisciplied app