Rokae (Shandong) Robotics Group Inc. Issues Positive Profit Alert: Significant Revenue Growth and Turnaround in Adjusted Profit
Key Highlights
- Strong Revenue Growth: Rokae (Shandong) Robotics Group Inc. (“the Company”) anticipates revenue of not less than RMB400 million for the six months ended June 30, 2026, representing a substantial increase of at least 127.4% compared to RMB175.9 million in the same period of 2025.
- Narrowed Net Loss: The Group expects its net loss to be no more than RMB86 million, a reduction of at least 4.8% from RMB90.3 million in the first half of 2025.
- Turnaround to Adjusted Net Profit: The Group projects a shift from an adjusted net loss of RMB35.2 million in 2025 H1 to an adjusted net profit for the reporting period.
- Adjusted Net Profit Definition: Adjusted net profit is calculated by excluding (a) interests on redemption liabilities related to pre-IPO financial instruments, (b) share-based payment expenses, and (c) listing expenses. This measure aims to provide a clearer view of the Group’s operating performance by eliminating non-operating or one-off items.
Details and Analysis
The Board attributes these positive results to two primary factors:
- Significant Growth in Robotic Product Sales: The Company experienced rapid growth in sales of its embodied intelligent robots, which are expected to contribute over 30% of total revenue for the reporting period. This growth was driven by the launch of new products, rising market demand, increased brand awareness, and continued expansion of sales channels.
- Enhanced Operating Efficiency: The Group benefited from economies of scale and operational optimization, resulting in improved cost efficiency and greater profitability.
Implications for Shareholders
- Potential Share Price Impact: The significant revenue growth and turnaround to adjusted net profit are positive indicators that may influence the Company’s share price.
- Preliminary Figures: Shareholders should note that these financial results are based on draft unaudited accounts and have not yet been reviewed by the audit committee or external auditors. The finalized interim results may differ from these preliminary figures.
- Further Announcements: The interim results for the reporting period are expected to be published by the end of August 2026. Investors are advised to review the full announcement for further details before making investment decisions.
- Caution Advised: As results are subject to adjustments, shareholders and investors should exercise caution in dealing in the Company’s securities until the official interim results are released.
Board Composition
As of the announcement date (July 30, 2026), the Board consists of Mr. Tuo Hua (Chairman, Executive Director, and General Manager), four additional executive directors, one non-executive director, and three independent non-executive directors.
Conclusion
Rokae (Shandong) Robotics Group Inc. has issued a positive profit alert indicating a remarkable increase in revenue and a turnaround to adjusted net profit for the first half of 2026. Shareholders and potential investors should remain attentive to the upcoming interim results for further confirmation of these preliminary figures.
Disclaimer: The information provided above is based on a preliminary review by the Board and has not been audited or reviewed by the Company’s audit committee or external auditors. Actual results may differ. Investors are advised to exercise caution and refer to the official interim results announcement for the most accurate and updated information before making any investment decisions.
【粵語版本】
珞石(山東)機器人集團股份有限公司發佈正面盈利預告：收入大幅增長，經調整盈利轉正
重點摘要
- 收入大幅增長： 公司預計截至2026年6月30日止六個月，收入不少於人民幣4億元，較2025年同期1.759億元增長至少127.4%。
- 淨虧損收窄： 集團預計淨虧損不多於人民幣8,600萬元，較2025年同期的9,030萬元減少不少於4.8%。
- 經調整盈利轉正： 預期由2025年上半年經調整淨虧損3,520萬元，轉為2026年上半年經調整盈利。
- 經調整盈利定義： 經調整盈利排除了(a)上市前投資者優先權金融工具贖回負債利息、(b)股份支付費用，以及(c)上市開支，有助更準確反映經營表現。
詳情與分析
董事會認為，業績改善主要歸因於兩大因素：
- 機器人產品銷售大增： 體現式智能機器人銷售快速增長，預計佔報告期總收入超過30%。產品創新、市場需求增長、品牌知名度提升及銷售渠道擴展是主要驅動力。
- 經營效率提升： 規模經濟及運營優化提升成本效益，帶動盈利能力改善。
對股東影響
- 潛在股價影響： 亮麗的收入增長及盈利轉正屬重大利好消息，或對公司股價帶來正面推動。
- 初步數據： 有關數據為初步未經審核，最終中期業績或有出入，投資者需留意。
- 進一步公佈： 公司預計將於2026年8月底前發佈中期業績，投資者應密切留意。
- 謹慎操作： 因業績可能調整，建議股東及投資者在官方公佈前審慎處理公司證券。
董事會成員
截至2026年7月30日，董事會由董事長兼總經理佘華先生、四位執行董事、一位非執行董事及三位獨立非執行董事組成。
總結
珞石(山東)機器人集團股份有限公司發佈正面盈利預告，顯示2026年上半年收入顯著增長，經調整盈利由虧轉盈。股東及潛在投資者應密切關注即將發佈的中期業績，以獲取最終確實數據。
免責聲明： 以上資料僅根據董事會初步評估，未經公司審核委員會或外部審計師審核。最終業績或有不同。投資者應審慎參閱公司正式中期業績公佈，作出審慎投資決定。
