新能源、海外业务同比高增，传动业务稳步迈进

国金证券2025-08-08

（以下内容从国金证券《新能源、海外业务同比高增，传动业务稳步迈进》研报附件原文摘录）禾望电气(603063)2025年8月7日公司披露半年报，上半年实现营收18.84亿元，同比增长36%；实现归母净利润2.43亿元，同比增长57%；实现扣非归母净利润2.28亿元，同比增长40%。在业绩预告范围（2.34-2.55亿元）之内，符合预期。经营分析受益于风光抢装需求，新能源收入同比+45%：公司新能源...

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