研报掘金丨信达证券：维持哈尔斯“买入”评级，盈利环比改善，泰国基地持续降本

格隆汇07-15

信达证券研报指出，哈尔斯盈利环比改善，泰国基地持续降本。26H1公司归母净利润实现0.46~0.55亿元（同比-39.8%~-49.7%），单Q2归母净利润为0.45~0.54亿元（同比-10.3%~+7.8%）。预计公司泰国基地降本措施持续落地，盈利能力环比有望呈现改善趋势。外销客户展望积极，内销品牌延续成长；战略投资商业航天，擎天星能技术&研发实力突出。公司主业稳健增长，同时入股擎天星能、商业...

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