研报掘金丨长江证券：深南电路盈利能力有所改善，维持“买入”评级

格隆汇2025-09-15

长江证券研报指出，深南电路2025年上半年实现归母净利润13.60亿元，同比增长37.75%；Q2实现归母净利润8.69亿元，同比增长42.92%、环比增长76.74%。深南电路深耕PCB行业多年，已成为中国电子电路行业的领先企业，中国封装基板领域的先行者。展望后市，针对PCB行业，公司通信领域得益于高速交换机、光模块产品需求增长，有线侧通信产品占比提升，产品结构进一步优化，盈利能力有所改善；...

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