研報掘金丨民生證券:思源電氣25H1業績增幅亮眼,維持“推薦”評級
民生證券研報指出,思源電氣25H1歸母淨利潤12.93億元,同比增長45.71%;單25Q2歸母淨利潤8.47億元,同比增長61.53%。25H1業績增幅亮眼,25年增長指引較爲積極。國內、海外雙線佈局,公司持續受益於全球電網基建大週期。公司多種產品已獲得多個重點國家相關認證,有望受益於下遊需求增長。此外,公司公告股票回購,彰顯公司發展信心。公司受益於全球電網建設需求,新產品、新市場持續放量,維持“推薦”評級。
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