研报掘金丨国盛证券：维持安孚科技“增持”评级，持续打造第二增长极

格隆汇08-27

国盛证券研报指出，安孚科技持股提升增厚利润，持续打造第二增长极。公司26H1实现归母净利润1.96亿元，同比+84.4%。公司单Q2实现归母净利润0.6亿元，同比+77.5%。26H1公司收入有所下滑主要系公司战略聚焦电池核心主业、终止红牛系列产品代理业务所致，归母净利润大幅增长主要系公司持有南孚电池的权益比例提升所致。公司继续深化新增长曲线战略布局。光通信赛道，公司通过股权受让方式加码光通信核心...

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