民生证券研报指出，北特科技2025H1归母净利润0.55亿元，同比+45.14%；其中2025Q2归母净利润0.32亿元，同比+48.83%，环比+38.51%。25Q2盈利高增，丝杠产能持续推进。公司深耕汽车底盘领域二十余载，在国内转向器齿条以及减振器活塞杆细分行业，连续多年保持细分市场主导地位。2025H1，公司实现转向器类零部件销售1,584万件，同比+15.26%；减振器类零部件销售2,160万件，同比+2.15%，底盘零部件业务保持稳健。为满足公司丝杠业务发展的需要，公司持续推进江苏昆山工厂建设、泰国生产基地项目。截至目前，江苏昆山工厂主体工程有序施工中；全资子公司北特新加坡投资、全资孙公司北特新加坡科技均已设立。底盘细分赛道龙头，轻量化+机器人打造二、三成长曲线，维持“推荐”评级。
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