研报掘金丨华金证券：首予生益电子“增持”评级，AI有望持续带动业绩增长

格隆汇2025-07-28

华金证券研报指出，生益电子25H1业绩同比高增，高附加价值产品巩固竞争优势。公司紧抓行业发展机遇，持续优化产品结构、稳步推进产能布局调整，着力提升高附加值产品占比，进一步巩固了在中高端市场的竞争优势，实现营业收入及净利润较上年同期大幅增长。鉴于AI产品市场需求呈现出持续迅猛增长的态势，公司仍将积极进取，持续加大技术研发投入，全方位提升技术实力，同时优化产能布局，扩充产能规模，以满足客户对高端产品...

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