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...
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