通富微电(002156)投资要点:事件:通富微电发布2025年半年度报告,25H1实现营业收入130.38亿元,同比+17.67%;实现归母净利润4.12亿元,同比+27.72%;实现扣非归母净利润4.20亿元,同比+32.85%;实现毛利率14.75%,同比+0.59pct。营收利润双增,业绩有望继续修复。2025年上半年,AI芯片与存储芯片成为全球半导体行业核心增长点,国内手机芯片、汽车芯片...
Source Link通富微电(002156)投资要点:事件:通富微电发布2025年半年度报告,25H1实现营业收入130.38亿元,同比+17.67%;实现归母净利润4.12亿元,同比+27.72%;实现扣非归母净利润4.20亿元,同比+32.85%;实现毛利率14.75%,同比+0.59pct。营收利润双增,业绩有望继续修复。2025年上半年,AI芯片与存储芯片成为全球半导体行业核心增长点,国内手机芯片、汽车芯片...
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