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三花智控发盈喜 预期年度归母净利同比增长25%-50%
Zhi Tong Cai Jing· 2025-12-22 14:52
三花智控(002050)(02050)公布,该集团预期2025年归属于上市公司股东的净利润约38.74亿-46.49亿 元,同比增长25%-50%;扣除非经常性损益后的净利润约36.79亿-46.15亿元,同比增长18%-48%。 公告称,公司报告期内业绩预增的主要原因:报告期内,公司持续巩固制冷空调电器零部件业务的行业 龙头地位,充分把握市场需求增长契机,叠加核心产品深厚的技术积淀与规模化生产优势,驱动该业务 实现持续增长。与此同时,公司依托全球新能源汽车热管理领域的领先市场布局,借助标杆客户的示范 效应持续拓展优质订单,进一步夯实汽车零部件业务的业绩增长动能。两大业务板块协同发力,为公司 全年业绩增长提供了坚实的支撑。 ...
研报掘金丨财信证券:首予三花智控“增持”评级,机器人及AIDC液冷值得期待
Ge Long Hui A P P· 2025-11-20 06:22
Core Viewpoint - Sanhua Intelligent Controls reported a strong performance in Q1-Q3 2025, with a net profit attributable to shareholders of 3.242 billion yuan, representing a year-on-year increase of 40.85% [1] Financial Performance - The net profit for Q3 alone was 1.132 billion yuan, showing a year-on-year growth of 43.81%, although it experienced a quarter-on-quarter decline of 6.14% [1] Business Focus - The company focuses on the research and application of heat pump technology and thermal management systems, aiming to develop efficient heat exchange and intelligent temperature control solutions [1] - Sanhua operates in two main segments: refrigeration and air conditioning components, and automotive components [1] Innovation and Expansion - Leveraging long-term technological accumulation and R&D innovation, the company is expanding into emerging fields such as bionic robot electromechanical actuators [1] Investment Rating - The initial coverage of the company has been rated as "Accumulate" [1]