首页 > 资讯 > 快讯 > 正文

前沿资讯!良信股份出海AIDC加速突破 业绩拐点已悄然临近

2026-08-17 22:21:43来源：中财网  


(资料图片)

CFi.CN讯：最新财报显示，良信股份2026年上半年实现营收25.38亿元，同比增长9%，归母净利润1.54亿元。其中二季度营收达14.01亿元，环比增长23%，净利润环比大增73%，毛利率也环比改善1.1个百分点，营收加速且盈利能力修复，业绩基本符合预期。

一份研报观点认为，公司传统主业保持稳健增长，终端电器、配电电器、控制电器收入分别同比增长9%、8%、16%。尽管铜银原材料价格上涨导致毛利率同比有所承压，但通过价格传导、产品迭代和供应链降本，Q2综合毛利率已环比回升，后续成本压力缓解将持续推动盈利修复。

研报指出，公司新能源业务基本盘稳固，收入占比约50%，在储能、风电、光伏领域竞争力突出，并积极布局核电、氢能新赛道。同时数字能源业务占比约20%。上半年海外收入同比增长76%，UL标准断路器获超50个规格认证，数据中心全套低压配电产品下半年有望批量销售，固态断路器等项目也取得进展。

研报认为，出海与AIDC业务正进入加速突破期，将成为公司新的增长引擎。尽管汇兑损失和股权激励费用短期拖累利润，但经营现金流保持稳健，盈利能力有望持续提升。因此研报下调了2026-2028年净利润预测后仍维持买入评级，预计公司业绩拐点已悄然临近。

关键词： 商业频道 快讯

责任编辑：hnmd003

相关阅读

相关阅读

精彩推荐

热议:一学生暑假跑外卖，三天倒亏700元！“跑到第三天，我整个人都有点麻木了，原来每个行业都有门槛”
热议:一学生暑假跑外卖，三天倒亏700元！“跑到第三天，我整个人都有点麻木了，原来每个行业都有门槛”

阅读排行

精彩推送

推荐阅读


Warning: file_get_contents(926739c67d1101b2/zu1/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu2/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu3/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu4/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu5/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu6/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu7/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu8/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu9/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu10/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu11/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu12/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu13/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu14/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu15/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu16/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu17/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu18/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu19/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu20/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/caches/linked.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 60

Warning: file_get_contents(926739c67d1101b2/caches/linked.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 61

Warning: file_put_contents(926739c67d1101b2/caches/linked.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 61

Warning: file_get_contents(926739c67d1101b2/zu1/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 29

中穆青年网 -　关于我们　-　联系方式　-　版权声明　-　招聘信息　-联系邮箱： 298 1773 755@qq.com

Copyright© 2014-2020 中穆青年网(www.muslem.net.cn) All rights reserved.

备案号：琼ICP备2022009675号-2 营业执照公示信息

未经过本站允许,请勿将本站内容传播或复制.