您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。 [港股财报]:涂鸦智能-W:截至2026年6月30日止六个月中期业绩公告 - 发现报告

涂鸦智能-W:截至2026年6月30日止六个月中期业绩公告

2026-08-25 港股财报 徐红金
报告封面

Tuya Inc.* 2391TUYA 2026630 TuyaInc.Tuya2391TUYA20266302025630 2026630 •173.812.3%2025630154.8•PaaS127.013.5%2025630111.9•AI1SaaS23.210.1%202563021.0•223.78.1%202563021.9•46.6%1.8202563048.4%PaaS46.5%2.1202563048.6%•9.7%9.920256300.2%10.2%0.2202563010.0% •19.8%4.6202563015.2%20.3%202563025.4% •12.6202563027.5 •2026630976.1202512311,017.3 2026630 •2026630PaaS32,70020256302,70020266304,00020256304,100 •202663012PaaS43182025630122852026630PaaS89.9%202563088.8%PaaS •20266302,092,000202512311,801,00016.2% 1.202611SaaSAIAI 2.202611 3.PaaSPaaS 4.PaaS12PaaS100,000 2026630 2026630173.82025154.812.3% •2026630PaaS2025111.913.5%127.02025 •2026630AI202521.010.1%23.2•202663023.7202521.98.1% 202663092.9202579.816.4% 202663080.9202575.07.9%202663046.6%202548.4% •2026630PaaS46.5%202548.6% •2026630AI71.8%202573.2%•202663022.3%202524.1% 202663064.2202575.414.9%202663063.2202559.66.1% •202663045.1202545.20.2%(i)2.7(ii)2.5202663044.4202541.7 •202663015.7202516.22.6%(i)1.2(ii)0.8202663015.6202514.9 •20266309.0202518.350.7%10.620266309.020257.3 •20266305.7 202663016.820250.4202663017.7202515.414.8% 20266309.7%20250.2%9.9202663010.2%202510.0%0.2 202663034.4202523.645.8%202663035.3202539.4 202663019.8%202515.2%4.6202663020.3%202525.4% 20266300.0620250.04AA 20266300.0620250.06 2026630976.1202512311,017.3 202663012.6202527.5 2026630PaaS2,70020266304,000PaaSPaaS 202663012PaaS3182026630PaaS89.9%PaaSPaaS12PaaS100,000 202663012PaaSDBNER100%12PaaS12PaaS12PaaSPaaS12DBNERDBNERDBNER 20266302,092,000202512311,801,00016.2% PaaSAIAI Vibe CodingAITuya CobuilderTuya CobuilderAIAI AIAI TuyaAIAIAI AIAI 1. 202663034.4202523.62026630477.6202663012.6202563027.5 202134904.7202275AA19.37,300,000A70.0 2026630976.1202512311,017.3 2. 2026630 3. 2026630 4. 202663020251231 5. 2026630(i)89.2(ii)15.220266305%2026630 20245212025630400,000,0002024620 15.2 6. 202663043.6 7. 2026630 8. 2026630 9. 8302026630 10. 2026630 1,037289127 2026630C1 C.2.1 (i)(ii)(iii) C32026630 24102026630 202275A70.02022622 2026630 2026630 2026630 202611 h t t p : / / w w w . h k e x n e w s . h khttps://ir.tuya.com2026630 Tuya Inc. Tuya Inc.TUYA2391Tuya(PaaS)AITuya Tuya 1995 Tuya Inc. 2026824 TUYA INC. TUYA INC. 202512312026630 AB TUYA INC. 20256302026630 74,99780,946 (75,361)(64,166) Tuya Inc. 23,60434,410 23,60434,410 TUYA INC. 20256302026630 23,60434,410 91(88)3998,190 Tuya Inc.24,09442,512 Tuya Inc. 23,60434,410 23,60434,410 3,4767281,32016010,958342 TUYA INC. 1. Tuya Inc.2014828OEMPaaSSaaSAIAIOEMPowered by Tuya 20148Tuya Inc.201461620148TuyaInc.20141220141220192022120252025112025630 2. S-X1020266302025202663020251231202512312026630 3. PaaSAI 4. 5. 20263220263180.06050.06053720264 6. 20252026630260 20252026630ASU 2016-1352367 03366121 8. 03366121 TUYA INC. TUYA INC.