研报掘金丨中邮证券：首予华东重机“增持”评级，港机订单稳定向好，布局GPU打造新成长极

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中邮证券研报指出，华东重机上半年扣非归母净利润同比高增。盈利能力同比提升，费用支出同比下降。集装箱装卸设备(港机)是公司目前的主要营收来源，2025H1营收3.62亿元，主要产品有岸桥、轨道吊、轮胎吊等，公司在手订单储备充足，有望进一步受益于航运市场的向好，和港机设备的自动化、智能化升级。公司2024年10月收购厦门锐信图芯科技有限公司，拓展以GPU为主的芯片设计及解决方案业务，培育和打造公司新...

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