MetaX's revenue in the first three quarters was 2.824 billion yuan, more than doubling year-on-year, and it turned a profit
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MetaX's 2026 third-quarter report shows that revenue in the first three quarters was 2.824 billion yuan, up 128.45% year-on-year; net profit attributable to shareholders was 639 million yuan, and net profit attributable to shareholders after deducting non-recurring gains and losses was 259 million yuan, turning profitable year-on-year. Third-quarter revenue was 1.5 billion yuan, exceeding the total for the first half of the year, and net profit attributable to shareholders after deducting non-recurring gains and losses was 308 million yuan, marking two consecutive quarters of non-GAAP profitability. The company said the performance growth came from the implementation of GPU orders; the Xiyun C600 went into mass production and was launched in May, and at WAIC it launched the Xijing S series super nodes and the Xisuo X300 series, while the MXMACA software stack was iterated to version 3.9.0.
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The third-quarter report provides the specific figures showing MetaX's revenue doubling and its turnaround to profit, and also reflects the competitive shift of domestic GPUs from single-card performance to system-level computing efficiency.
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10月30日晚间，沐曦股份发布2026年三季报。数据显示，公司前三季度营收28.24亿元，同比增长128.45%；归母净利润6.39亿元，扣非归母净利润2.59亿元，同比扭亏。单看第三季度，营收达到15亿元，超过上半年总和，扣非归母净利润3.08亿元，已经连续两个季度扣非盈利，商业化和盈利改善信号明确。 业绩走高，背后是GPU产品订单持续落地。今年5月曦云C600量产上市，补齐高性能GPU产品矩阵，依托全国产供应链稳定交付，支撑市场拓展。行业层面，智能体等AI应用快速普及带动算力需求攀升，信通院数据显示，截至2026年6月国内日均Token调用量突破500万亿，算力需求扩容，为国产GPU打开空间。 当下AI算力投资逻辑正在转变，市场关注点从硬件投入规模转向投资回报，GPU竞争也从单卡性能比拼，转向系统级算力效率。沐曦同步布局硬件、高速互连与软件栈协同优化，在今年WAIC上推出曦景S系列超节点、面向科学智能的曦索X300系列。曦景S600可横向扩展至万卡集群，降低多卡通信延迟；配套MXMACA软件栈迭代至3.9.0版本，相关 KV Cache技术代码并入开源项目LMCache。公司还完成智谱GLM、千问、混元等主流大模型的快速适配。 在落地案例上，沐曦和魔形智能合作的万卡级 “Token 超级工厂” 已经投产，依托软硬件协同能力，集群从就绪到模型上线仅需1至2天，大幅缩短大规模算力部署周期。 人才激励方面，公司同步推出限制性股票激励草案，把营收规模、新增发明专利申请量一同设置为考核指标，既锁定经营目标，也鼓励持续研发创新。考核设定：2027年营收不低于60亿元，2027至2028 年累计营收不少于150亿元，2027至2029年累计营收不低于300亿元，绑定核心团队长期发展。 这份三季报，印证国产GPU厂商商业化跑出阶段性成果。随着算力建设更加看重集群效率、部署成本，沐曦这套全栈方案，也将持续接受大规模生产场景的检验。