研报掘金丨东吴证券：华阳集团Q2业绩符合预期并体现较强韧性，维持“买入”评级

格隆汇2025-08-22

东吴证券研报指出，华阳集团2025Q2归母净利润1.86亿元，同环比+28.52%/+19.57%；扣非归母净利润1.73亿元，同环比+24.14%/+15.67%，业绩符合预期并体现较强韧性。分业务看，2025H1汽车电子实现营业收入37.88亿元，较上年同期增长23.36%，毛利率同比下降2.89pct，或因屏幕业务增速快于高毛利率的HUD业务所致。2025H1精密压铸实现营业收入12.92...

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