9月11日，科士达涨5.54%，截至发稿，报36.39元/股，成交3.63亿元，换手率1.81%，总市值211.87亿 元。 国融融银A（006009）基金经理为周德生、贾雨璇。 截至发稿，周德生累计任职时间5年186天，现任基金资产总规模12.26亿元，任职期间最佳基金回报 52.02%， 任职期间最差基金回报-46.21%。 贾雨璇累计任职时间3年313天，现任基金资产总规模5.39亿元，任职期间最佳基金回报5.37%， 任职期 间最差基金回报-55.4%。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，国融基金旗下1只基金重仓科士达。国融融银A（006009）二季度持有股数8.02万股，占基金 净值比例为2.1%，位居第十大重仓股。根据测算，今日浮盈赚取约15.32万元。 国融融银A（006009）成立日期2018年6月7日，最新规模777.89万。今年以来亏损4.5%，同类排名 8129/8175；近一年收益20.32%，同类排名5901/7982；成立以来亏损58.04%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、 ...

Investment Rating - The report maintains a "Buy" rating for the company [4]. Core Views - The company's revenue for the first half of 2025 reached 2.163 billion yuan, a year-on-year increase of 14.35%, with a net profit attributable to the parent company of 255 million yuan, up 16.49% year-on-year [1]. - The data center business is expanding rapidly in overseas markets, achieving revenue of 1.299 billion yuan in the first half of 2025, an increase of 8.05% year-on-year, despite a slight decline in gross margin [2]. - The company's energy storage and charging business is recovering, with revenue of 804 million yuan in the first half of 2025, a year-on-year increase of 28.20% [2]. - R&D investment continues to grow, with expenses totaling 132 million yuan in the first half of 2025, a year-on-year increase of 1.51% [3]. Summary by Sections Financial Performance - In Q2 2025, the company achieved revenue of 1.219 billion yuan, a year-on-year increase of 15.00%, and a net profit of 144 million yuan, up 51.58% year-on-year [1]. - The company expects net profits for 2025-2027 to be 563 million, 773 million, and 969 million yuan respectively, with upward adjustments of 6%, 10%, and 10% [3]. Business Segments - The data center business is focusing on overseas expansion, particularly in North America, Europe, and Southeast Asia, while also developing new areas such as edge computing [2]. - The energy storage business is collaborating with major clients and making progress in large-scale storage applications [2]. R&D and Innovation - The company holds a total of 616 valid patents and has been involved in drafting or revising 133 national and industry standards [3]. - The R&D strategy emphasizes market orientation and technology-driven innovation to enhance product competitiveness [3].