研报掘金丨开源证券：维持华源控股“买入”评级，上半年业绩预告高增

格隆汇07-08

开源证券研报指出，华源控股2026年1-6月预计实现归母净利润7300万元-9000万元，同比增长50.51%-85.56%；考虑到无锡暖芯于二季度中后期才完成100%全资控股并表，本次业绩高增以包装主业为核心支撑，半导体业务同步实现良好起步，主业稳健的盈利与现金流为新业务拓展筑牢了基础。持续看好公司主业盈利韧性，同时认为公司在夯实包装主业优势的基础上，积极布局半导体设备，光通信两大赛道，第二增长...

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