研报掘金丨华鑫证券：予桐昆股份“买入”评级，长丝龙头盈利能力恢复

格隆汇09-09

华鑫证券研报指出，桐昆股份上半年实现归母净利润10.97亿元，同比增长2.93%。其中，公司2025Q2单季度实现归母净利润4.86亿元，同比增长0.04%，环比下降20.54%。长丝龙头盈利能力恢复，全链条布局继续加速。作为全球最大的涤纶长丝生产企业，公司凭借其行业龙头地位，产品覆盖六大类民用涤纶长丝，涵盖1000多个品种，广泛应用于服装面料及家纺制品等领域。目前，公司旗下中昆公司正紧锣密鼓推进...

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