中报调后净利预计大幅提升,核心高毛利业务维持高速增长。公司预计2025年上半年经调整归母净利润同比可能实现约增长65%-72%,达到4.5-4.7亿元,相比24年上半年(2.7亿)实现大幅增长。公司盈利能力提升主要来自:1)核心业务影像与设计产品收入实现快速增长,主要来自上半年付费订阅用户数提升;2)同时该业务具备高毛利率,占公司营收比重持续提升,带动公司整体毛利及毛利率同比实现正增长;3)上半年...
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