研报掘金丨中邮证券：海安集团Q2环比高增，巨胎主业盈利韧性凸显

格隆汇09-03

中邮证券研报指出，海安集团Q2环比高增，巨胎主业盈利韧性凸显。2026H1公司实现归母净利润1.84亿元，同比下降46.09%；Q2实现归母净利润1.31亿元、环比增长145.84%，单季经营环比大幅改善。经营质量方面，报告期经营活动产生的现金流量净额1.82亿元、同比增长22.62%，回款情况良好。全钢巨胎毛利率保持稳定，运营管理业务高速增长，矿业景气延续，全钢巨胎国产替代持续兑现。公司已在全球...

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