1H25 业绩稳健。1H25 公司收入同比下降7.1%至人民币23.4 亿元，主要由于海外出口业务去年客户抢报关及今年受到4 月美国对等关税影响导致客户递延订单所致，若剔除上述阶段性的扰动因素影响，整体业务保持稳健，同时我们预计下半年出口将重回增长；毛利率同比下降3.2 个百分点，主要由于钛合金业务中低毛利的管材、板材销量占比上升所致，同时我们观察今年四季度，部分行业重点下游客户的新代产品将恢复...
Source Link1H25 业绩稳健。1H25 公司收入同比下降7.1%至人民币23.4 亿元，主要由于海外出口业务去年客户抢报关及今年受到4 月美国对等关税影响导致客户递延订单所致，若剔除上述阶段性的扰动因素影响，整体业务保持稳健，同时我们预计下半年出口将重回增长；毛利率同比下降3.2 个百分点，主要由于钛合金业务中低毛利的管材、板材销量占比上升所致，同时我们观察今年四季度，部分行业重点下游客户的新代产品将恢复...
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