沪光股份2025年中报点评:25Q2量利齐升,业绩超预期

东吴证券
Aug 25, 2025

投资要点公告要点:公司发布2025年半年度报告,业绩超预期。2025H1实现营收36.30亿元,同比+6.2%,归母净利润2.76亿元,同比+8.4%,扣非归母净利润2.68亿元,同比+9.5%。其中25Q2实现营收20.9亿元,同环比+11%/+35%,归母净利润1.8亿元,同比+19%,环比+97%,扣非归母净利润1.8亿元,同比+19%,环比+98%。核心客户放量+项目量产落地,驱动收入高增...

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