民生证券给予北特科技推荐评级，2025Q2盈利高增，丝杠产能持续推进

Group 1 - The core viewpoint of the report is that Beite Technology (603009.SH) is recommended for investment due to its strong financial performance and growth potential [2] - In Q2 2025, the company's revenue reached 571 million yuan, representing a year-on-year increase of 18.77% and a quarter-on-quarter increase of 5.33% [2] - The net profit attributable to the parent company was 32 million yuan, showing a year-on-year growth of 48.83% and a quarter-on-quarter growth of 38.51% [2] - The net profit after deducting non-recurring items was 31 million yuan, with a year-on-year increase of 78.65% and a quarter-on-quarter increase of 49.94% [2] Group 2 - The company demonstrates steady revenue growth and significant improvement in profitability [2] - The core components for the chassis remain stable, while the air conditioning compressor segment is experiencing rapid growth [2] - The company is expanding its production capacity for planetary roller screws, which is expected to support future development [2]