研报掘金丨民生证券：维持创世纪“推荐”评级，人形机器人、3C多重受益

格隆汇2025-08-21

民生证券研报指出，创世纪上半年实现归母净利润为2.33亿元，同比+47.38%，2025Q2归母净利润1.35亿元，同比+36.36%。公司毛利率、净利率双增，加大研发投入。公司推出适应人形机器人、低空等新场景的加工设备，加大自研核心部件的研发投入，外延拓展新领域。公司合同负债增长体现在手订单充足，海外业务布局加速落地。后续钻攻机受益于：一是消费电子行业AI创新引发新一轮电子产品更新迭代，带来新增...

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