事件：公司发布2025 年半年报。2025H1，公司收入163 亿元，同比+19%，归母净利润21.1 亿元，同比+39%，其中2025Q2，公司收入86 亿元，同比+19%，环比+12%，归母净利润12.1 亿元，同比+39%，环比+34%。Q2 家电行业需求增长，助力业绩超预期。从下游来看，1）汽车：2025H1，国内新能源车销量达694 万台，同比超40%；特斯拉全球交付72 万辆，同比-...
Source Link事件：公司发布2025 年半年报。2025H1，公司收入163 亿元，同比+19%，归母净利润21.1 亿元，同比+39%，其中2025Q2，公司收入86 亿元，同比+19%，环比+12%，归母净利润12.1 亿元，同比+39%，环比+34%。Q2 家电行业需求增长，助力业绩超预期。从下游来看，1）汽车：2025H1，国内新能源车销量达694 万台，同比超40%；特斯拉全球交付72 万辆，同比-...
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