# MetaX上半年扭亏为盈，国产GPU量产交付

- 来源：X.PIN (@thexpin)
- 发布时间：2026-08-31 16:15
- AIHOT 分数：54
- AIHOT 链接：https://aihot.virxact.com/items/cmtgz2c660dynroch6bpi517j
- 原文链接：https://x.com/thexpin/status/2094338149677773064

## AI 摘要

MetaX 2026年上半年实现归属于股东的净利润6.12亿元人民币。营收增长44.67%至13.24亿元；毛利率达57.2%。GPU出货量增加及公允价值收益推动业绩扭亏。扣除非经常性项目后，Q2净利润达5400万元，扭转Q1亏损。其西云C600于上半年进入量产交付阶段。MetaX表示，该GPU拥有完全国产供应链——从芯片设计、制造到封装及软件。

## 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.