乐鑫科技:端侧AIOT领军 业绩高增下经营杠杆效应显著

上海申银万国证...
Jul 12, 2025

投资要点:25 中报预告:25 上半年预计实现营收12.2-12.5 亿元,同比增长33%-36%;归母净利润2.5-2.7 亿元,同比增长65%-78%;扣非净利润2.3-2.5 亿元,同比增长58%-72%。利润超预期,中报预告业绩持续高增。单Q2 来看,预计实现营收6.62-6.92 亿元,取中值6.77 亿元,同比增长27%;预计归母净利润1.56-1.76 亿元,取中值1.66 亿元(...

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