研报掘金丨国海证券：维持风神股份“买入”评级，看好公司成长性

格隆汇2025-09-09

国海证券研报指出，风神股份2025H1海内外销售双双提振，2万套巨胎项目稳步推进。上半年实现归属于上市公司股东净利润1.03亿元，同比减少55.38%，归母净利润下跌主要是由于原材料采购价格同比增长6.23%，销售价格较上年同期基本持平，导致产品盈利能力下滑。分区域来看，国内市场上半年新产能继续释放导致供需压力增加，在行业竞争加剧的情况下，公司持续推进产品结构升级和优化市场结构调整，推出新产品，...

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