异动解读 | 中国中冶盘中大涨5.29%,第二季度业绩改善

异动解读
Sep 01

中国中冶(01618)今日盘中大涨5.29%,引起市场关注。

根据公司最新发布的2025年半年度报告,尽管上半年整体业绩有所下滑,但第二季度单季业绩呈现明显改善。数据显示,2025年第二季度中国中冶实现归母净利润14.92亿元,同比增长1.43%;单季度扣非净利润7.2亿元,同比大幅增长30.88%。这一业绩改善可能是推动股价上涨的主要原因。

值得注意的是,公司上半年整体业绩仍面临挑战。2025年上半年,中国中冶实现主营收入2375.33亿元,同比下降20.52%;归母净利润30.99亿元,同比下降25.31%。公司还计提了36.06亿元的资产减值准备。然而,投资者似乎更关注第二季度业绩的企稳回升,这反映出市场对公司未来发展前景的积极预期。

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