AI订单放量、产能梯次接续，国信证券：维持景旺电子“优于大市”评级

同花顺09-22

近日，国信证券（002736）在研报中指出，景旺电子（603228）(603228.SH)2Q26收入与盈利环比改善，AI订单放量、产能梯次接续。公司1H26营收同比+21.37%，利润端同比下滑，背离主因汇兑损失与成本压力。1H26公司实现营收86.11亿元(YoY+21.37%)，归母净利润6.02亿元(YoY-7.38%)，扣非归母净利润4.66亿元(YoY-13.33%)；综合毛利率...

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