浙商证券研报指出，春秋电子2025年上半年归母净利润9331.83万元，同比增长248.44%；Q2归母净利润5302.10万元，同比增长330.26%。今年上半年公司营业收入的稳定增长，驱动力主要为全球PC市场需求的逐步回暖，Canalys数据显示，今年第一季度，全球笔记本电脑出货量同比增长10%，达4940万台，联想、惠普、戴尔依然稳居前三，公司与上述笔记本电脑头部品牌商已建立稳定的供货关系。进入2025年，公司正积极探索新兴领域的应用前景，已与相关客户共同开展在人型机器人骨架的产品研发。整体而言，公司镁合金结构件业务正迎来快速成长阶段，是公司第二成长曲线重要支撑。维持“买入”评级。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.