研报掘金丨华鑫证券：首予华工科技“买入”评级，后续盈利能力有望进一步提升

格隆汇2025-07-29

华鑫证券研报指出，华工科技预计上半年实现归母净利润8.9亿元-9.5亿元，同比增长42.43%-52.03%；业绩的显著提升主要得益于公司所聚焦赛道的三大市场主体业务大幅增长。其中，联接业务随着国内互联网及设备厂商算力需求激增，应用于算力中心建设的400G、800G等高速光模块需求快速释放，公司数通业务快速增长，收入和盈利同比大幅增长。感知业务紧抓新能源汽车渗透率创新高和出口增长的机遇，市场占有率...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2555876350?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-07-29 14:27","share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","id":"2555876350","market":"sh","top_or_hot":-1,"title":"研报掘金丨华鑫证券：首予华工科技“买入”评级，后续盈利能力有望进一步提升","media":"格隆汇","content":"<div>\n<p>华鑫证券研报指出，华工科技预计上半年实现归母净利润8.9亿元-9.5亿元，同比增长42.43%-52.03%；业绩的显著提升主要得益于公司所聚焦赛道的三大市场主体业务大幅增长。其中，联接业务随着国内互联网及设备厂商算力需求激增，应用于算力中心建设的400G、800G等高速光模块需求快速释放，公司数通业务快速增长，收入和盈利同比大幅增长。感知业务紧抓新能源汽车渗透率创新高和出口增长的机遇，市场占有率...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n","source":"live_gelonghui","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>研报掘金丨华鑫证券：首予华工科技“买入”评级，后续盈利能力有望进一步提升</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n研报掘金丨华鑫证券：首予华工科技“买入”评级，后续盈利能力有望进一步提升\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-29 14:27 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>华鑫证券研报指出，华工科技预计上半年实现归母净利润8.9亿元-9.5亿元，同比增长42.43%-52.03%；业绩的显著提升主要得益于公司所聚焦赛道的三大市场主体业务大幅增长。其中，联接业务随着国内互联网及设备厂商算力需求激增，应用于算力中心建设的400G、800G等高速光模块需求快速释放，公司数通业务快速增长，收入和盈利同比大幅增长。感知业务紧抓新能源汽车渗透率创新高和出口增长的机遇，市场占有率...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"000988","symbol_name":"华工科技","start_time":0,"source_url":"https://www.gelonghui.com/rss/live/live.xml","article_id":"2555876350","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2555876350","pubTimestamp":1753770430,"columns":[],"sourceInfo":{"source_id":"live_gelonghui","name":"格隆汇"},"weMediaInfo":null,"summary":"华鑫证券研报指出，华工科技预计上半年实现归母净利润8.9亿元-9.5亿元，同比增长42.43%-52.03%；业绩的显著提升主要得益于公司所聚焦赛道的三大市场主体业务大幅增长。其中，联接业务随着国内互","collect":0,"end_time":0,"defaultTopTitle":"gelonghui.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159792":"互联网","160636":"互联网","161027":"证券","000988":"华工科技","BK0028":"国家队","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK0076":"特斯拉","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","BK4023":"应用软件","LU2506952337.HKD":"BNP PARIBAS CLIMATE IMPACT \"CRH\" (HKDHDG) ACC","LU1721428347.USD":"BNP PARIBAS CLIMATE IMPACT \"C\" (USD) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","BK0121":"传感器","LU2477742899.HKD":"BNP PARIBAS CLIMATE IMPACT \"C\" (HKD) ACC","LU2506952410.USD":"BNP PARIBAS CLIMATE IMPACT \"CRH\" (USDHDG) ACC A","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","BK4585":"ETF&股票定投概念","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4576":"AR","PTC":"PTC Inc.","BK0143":"量子通信","BK4554":"元宇宙及AR概念","BK0214":"IT设备","BK0073":"3D打印","BK4588":"碎股","BK0188":"融资融券","BK0072":"苹果","BK0122":"高校"},"translate_title":"Research Report Nuggets | Huaxin Securities: Give Huagong Technology a \"buy\" rating for the first time, and subsequent profitability is expected to further improve","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159792":1,"160636":1,"161027":1,"000988":1,"PTC":1},"content_text":"华鑫证券研报指出，华工科技预计上半年实现归母净利润8.9亿元-9.5亿元，同比增长42.43%-52.03%；业绩的显著提升主要得益于公司所聚焦赛道的三大市场主体业务大幅增长。其中，联接业务随着国内互联网及设备厂商算力需求激增，应用于算力中心建设的400G、800G等高速光模块需求快速释放，公司数通业务快速增长，收入和盈利同比大幅增长。感知业务紧抓新能源汽车渗透率创新高和出口增长的机遇，市场占有率进一步提升，PTC加热组件、传感器的销售持续增长。智能制造业务受益于新能源汽车、船舶等行业设备更新及智能制造升级，迎来加速发展期，订单增长较快。公司联接业务呈现爆发式增长，在3D打印领域也实现规模突破，后续盈利能力有望进一步提升，首次覆盖，给予“买入”投资评级。","kind":"live","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2555876350","isCrawlerRequest":true}