【银河机械鲁佩】行业点评丨行业景气向上,业绩增长稳健——机械设备行业2025年三季报总结

中国银河证券研究
Nov 13, 2025

【报告导读】1.前三季度营收利润延续稳健增长。2.盈利能力保持平稳,费用端控制良好。3.细分子行业中,锂电设备/机床迎来基本面修复,光伏设备仍在筑底,半导体设备/船舶海工/工程机械/注塑机景气延续。核心观点前三季度营收利润延续稳健增长。2025年前三季度宏观经济运行整体平稳,机械行业上市公司业绩保持良好增长,合计实现营业收入18924亿元,同比+8.43%;合计实现归母净利润1399亿元,同比+...

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