通信行业点评报告:CELESTICA上调业绩指引 看好光通信、液冷等板块估值提升

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29 Jul

Celestica 上调业绩指引,大客户网络需求强劲2025 年7 月28 日,据天弘科技Celestica 公告,2025Q2,公司实现营收28.9 亿美元,同比增长21%,超公司指引预期,实现调整营业利润率7.4%,同比提升1.1 个百分点。分业务来看,2025Q2,公司CCS 业务实现营收20.7 亿美元,同比增长28%,业务毛利率达到8.3%,同比提升1.3 个百分点,其中,硬件平台...

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