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*ST鋮昌(001270.SZ):半年度預盈4800萬元-6600萬元 同比扭虧

格隆匯7月9日丨*ST鋮昌(001270.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4,800萬元–6,600萬元,上年同期虧損2,428.27萬元;扣除非經常性損益後的淨利潤盈利4,500萬元–6,300萬元,上年同期虧損3,369.77萬元;基本每股收益盈利0.2500元/股–0.3500元/股。

受益於下遊市場需求持續回暖且增速加快,疊加相控陣技術在各應用領域滲透率的穩步提升。公司把握市場機遇,基於公司的技術積累和行業口碑的建立,與客戶合作關係日漸鞏固,積極拓展業務佈局並取得顯著成效。報告期內,公司在手訂單及重大項目數量均實現增長,公司在多個核心業務領域的重點項目正按計劃陸續進入批量交付階段。隨着項目計劃快速推進以及持續性的需求支撐,爲公司長期收入規模的擴大提供了堅實基礎。

公司通過持續提升研發效率,降低研發成本,有效的提高了預研項目的成功率和產品轉化率。同時,自動化程度的提高與產能的大幅擴張帶來了顯著的規模效應,推動公司成本費用持續攤薄。公司研發團隊通過創新技術及新工藝研發的新一代T/R芯片,在集成度提升、功耗優化與成本控制方面實現突破,進一步強化了相控陣雷達、衛星通信等領域的核心技術壁壘,以技術優勢加速市場滲透,公司產品的綜合競爭力不斷增強。

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