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巨星科技(002444.SZ):半年度淨利潤預增5%-15%

格隆匯7月9日丨巨星科技(002444.SZ)公佈2025年半年度業績預告,1-6月公司實現歸屬於上市公司股東的淨利潤盈利12.53億元–13.73億元,比上年同期增長5%-15%;扣除非經常性損益後的淨利潤盈利12.67億元–13.88億元,比上年同期增長5%-15%;基本每股收益盈利1.0494元/股-1.1493元/股。

由於“對等關稅”相關衝擊導致公司第二季度實際有40天左右公司各個生產基地的產能均受到了不同程度的負面影響,導致訂單交付和公司收入受到較大影響,預計第二季度收入相比去年同期基本持平。

2025年第二季度,公司的財務費用(匯兌損益)和投資收益相比去年同期合計的3.54億有明顯下降,但是公司依靠跨境電商銷售和新產品特別是電動工具產品銷售的增加有效提升了毛利率水平,預計歸母淨利潤將有所增長。

目前美國“對等關稅”進入新的一輪暫緩期,同時越南和美國已經達成了20%關稅的有效協議,稅率低於去年公司產品從中國出口至美國的25%關稅,公司經營的不確定性已經消除,公司後續將繼續加大海外工廠投入和新產品開發,重新回到正常的增長區間。

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