时代天使发布2025H1 正面盈利预告。2025H1 公司预计实现净利润1340~1480 万美元,同比增长538.1%~604.8%。2025H1 净利润增长主要系:1)2024H1 海外市场处于高速投入期,同期基数较低;2)海外市场延续良好增长态势,我们推测海外案例数亦维持增长;3)海外生产工厂设立进度有所延缓,使得2025H1 投资及经营开支较低。观点:2025H1 利润端超预期,主要系前期...
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