工控&电网2025年二季报总结:工控进一步复苏,电网景气度保持

电能革新
Sep 09

智通财经APP获悉,东吴证券发布研报称,2025年上半年工控及电力设备行业呈现高景气态势,全板块实现收入4588亿元(同比+10%),归母净利润344亿元(同比+23%),其中Q2单季利润增速达30%。行业Q2需求进一步复苏,龙头强α进一步体现,二线在OEM市场需求整体向好的情况下也实现稳健增长。具体板块看,电线电缆增收增利显著;特高压/高压板块整体盈利快速修复;智能电表板块利润增速。此外,二次...

Source Link

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10